Category Archives: Global Order

Europe into the Breach

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It wasn’t long ago that demands for a more ‘strategic autonomy’ approach for Europe seemed to slip away with Russia’s invasion of Ukraine. As Steven Erlanger of the NYTimes wrote of Europe’s response to Russian aggression at the time:

“Russia’s invasion of Ukraine is the greatest challenge to European security since the end of the Cold War, but the Europeans have missed the opportunity to step up their own defense, diplomats and experts say. Instead, the war has reinforced Europe’s military dependence on the United States.”

Not only was there dependence on the US on the Ukrainian battlefield, the first in Europe since World War Two, but there was a growing acceptance of Biden administration efforts to strengthen alliances and partnerships:

“Washington, they note, has led the response to the war, marshaled allies, organized military aid to Ukraine and contributed by far the largest amount of military equipment and intelligence to Ukraine. It has decided at each step what kind of weapons Kyiv will receive and what it will not.”

 

“But the goal of President Emmanuel Macron of France for “strategic autonomy” — for the European Union to become a military power that could act independently of the United States, if complementary to it — has proved hollow.”

As identified by my colleague, Charles Kupchan, a former Obama official and currently a senior fellow at CFR and a professor of international affairs at Georgetown:

“There is very little appetite for autonomy if that means distance from the United States,” he said, “because the war has underscored the importance of the American military presence in Europe and the guarantee it extended to European allies since World War II.”

But as they say: ‘that was then, and this is now’. Built on Trump’s early efforts to end the war, browbeating, it would seem, Ukraine to accept a cession of fighting, Europe is back. And it starts with Germany and its likely new Chancellor, Friedrich Merz. As identified by Anne-Sylvaine Chassany and Laura Pitel in Berlin for the FT:

“Chancellor-to-be Friedrich Merz has agreed a deal with his likely coalition partner to inject hundreds of billions in extra funding into Germany’s military and infrastructure, in a “fiscal sea change” designed to revive and re-arm Europe’s largest economy.”

 

“A provision would exempt defence spending above 1 per cent of GDP from the “debt brake” that caps government borrowing, allowing Germany to raise an unlimited amount of debt to fund its armed forces and to provide military assistance to Ukraine.”

 

“The future [German] coalition partners will introduce another constitutional amendment to set up a €500bn fund for infrastructure, which would run over 10 years. They are also planning to loosen debt rules for states.”

The German effort by this likely new government underlines the growing sense of emergency in Europe as Trump threatens to not defend NATO members who fail to adequately spend on in their own defense:

“Germany’s massive fiscal stimulus has also underlined the sense of urgency in Europe, spurred by US President Donald Trump’s threat to unwind the US guarantees that have long underpinned the continent’s security. “This is a fiscal sea change for Germany,” said Holger Schmieding, chief economist at Berenberg. “Merz and his coalition-to-be are rising to the occasion.”

The fiscal actions announced are all the more startling given the CDUs earlier opposition to reforming the debt brake:

“Merz’s conservative CDU/CSU had opposed reforms to the debt brake before the February 23 election. However, hours after coming first in the nationwide vote, the staunch transatlanticist declared that Europe needed to achieve “independence” from Washington given that Trump appeared “largely indifferent” to Europe’s fate.”

This defense response doesn’t stop with just Germany in Europe, however. The EU appears also to be stepping up as well. As noted at the Italian research institute ISPI, the EU is stepping up as well:

“Yesterday, for the first time, the approval by the European Council of aplan to increase the defense and security of member states represented a – European – response to the change in the international order underway. The heads of state and government of the 27 have approved the 800 billion euro plan for rearmament illustrated by the President of the Commission Ursula von der Leyen. The agreement provides greater flexibility for member states on defense spending and debt and a 150 billion fund, in addition to opening the possibility of evaluating additional financing options. But above all, it indicates the urgency, matured in recent weeks, to change pace and contribute to the defense of Kiev and the continent, with or without US support.”

The shock of the ‘Trump abandonment’ of Europe is evident. Here is a view expressed by Francoise Hollande in the most recent Economist issue. Hollande served as President of France from 2012 to 2017:

“We need to be clear: while the American people may still be our friends, the Trump administration is no longer our ally. This is grave. It marks a fundamental break with the historic relationship between Europe and America and the link established after the second world war with the creation of the Atlantic alliance. It is unfortunately, however, indisputable. It is no longer merely a question of declarations designed to dumbfound, but of actions that mark much more than a disengagement: a strategic about-turn combined with an ideological confrontation. The signs of this reversal have been accumulating in recent weeks. The bewildering and degrading scenes in the Oval Office were the illuminating culmination.”

 

“In addition to this reversal of responsibility for the outbreak of war in Ukraine, with Volodymyr Zelensky portrayed as a dictator and Vladimir Putin as a leader respectable enough to be a regular interlocutor, there has been an unrestrained attack on the principles on which the Western alliance was previously founded.”

In the end, Hollande sets out what he sees as the necessary European response:

“So we have to admit that our alliance with America is broken for the foreseeable future, and draw all the consequences. I can think of at least three.”

 

“The first is that we must continue to intensify our aid to Ukraine. This means seriously increasing the French contribution, which is currently particularly low compared with that of Germany or Britain.”

 

“The second is the need to prioritise providing Ukraine with security guarantees. It is too early to define the form these will take or to talk about the presence of soldiers on the ground. But it is clear that if Europe wants to protect its current borders, it must shoulder its share of responsibility for the security of its closest neighbour, especially if America abdicates this responsibility.”

 

“The third consequence is the urgency of accelerating European defence spending and beefing up European capabilities.”

And the European response to Trump’s aggressive actions in Ukraine extend beyond the 27, or at least the 26 as Hungary has refused to sign on the EU action, to now include the UK, Norway and possibly Turkey. So from Jeanna Smialek from the NYTimes Brussels office in an article entitled, “Europe Races to Craft a Trump-Era Plan for Ukraine and Defense”:

“Much of Europe is now making a show of standing by Ukraine: Britain and France have indicated a willingness to send troops as a peacekeeping force if a deal is reached, and Prime Minister Keir Starmer of Britain has called for support from a “coalition of the willing.””

 

“Ms. von der Leyen’s plan to “rearm” Europe includes the €150 billion loan program and would also make E.U. budget rules more flexible to enable countries to invest more without breaching tough deficit limits.”

And this coalescing in Europe extends possibly to the French nuclear deterrent:

“France is willing to discuss extending the protection afforded by its nuclear arsenal to its European allies, President Emmanuel Macron said on Wednesday, as the continent scrambles to fend off heightened Russian aggression and diminishing American support.”

 

““I have decided to open the strategic debate on protection through deterrence for our allies on the European continent,” Mr. Macron added.”

But the Trump bullying of Ukraine seemingly has had, it seems, some political results as well, at least for the moment. Ukraine has indicated that it will in the coming weeks join negotiations to end the conflict. As identified in the FT, 

“Volodymyr Zelenskyy confirmed the talks as he wrapped up a summit on Thursday with EU leaders, who rallied round the Ukrainian president and pledged to increase their own defence capabilities.”

 

“The war must be stopped as soon as possible, and Ukraine is ready to work 24/7 together with partners in America and Europe for peace,” Zelenskyy said in a post on Telegram after the Brussels summit. “Next week, on Monday, I am scheduled to visit Saudi Arabia to meet with the Crown Prince [Mohammed bin Salman]. After that, my team will remain in Saudi Arabia to work with American partners. Ukraine is most interested in peace.””

And, it would appear that the US-Ukraine mineral deal is back:

“Trump’s special envoy, Steve Witkoff, said the meeting with Ukraine would seek to agree [to] a framework for “a peace agreement and an initial ceasefire”.”

 

“The talks will be focused on the minerals deal that the US has struck with Ukraine as well as a possible ceasefire.”

It has been an exhausting, rather dismaying several weeks of Trump destructiveness. A dramatic turn in strategic partnerships has occurred, and there are now significant questions over the stability of the global order as Martin Wolf writes in the FT: 

“These are merely two sets of decisions in the whirlwind that has accompanied the second Trump presidency. But for the outside world, they are of huge significance. They represent the end of liberal, predictable and rules-governed trading relationships with the world’s most powerful country and also the one that created the system itself. They also represent the abandonment by the US of core alliances and commitments in favour of a closer relationship with an erstwhile enemy. Trump clearly thinks Russia more important than Europe.”

As Wolf points out, it is more than possible that the EU and the UK can replace the US militarily but that can’t occur in the short term:

“The EU plus UK has a combined population 3.6 times Russia’s and a GDP, at purchasing power, 4.7 times larger. The problem, then, is not a lack of human or economic resources: if (a big if) Europe could co-operate effectively it could balance Russia militarily in the long run. But the difficulty is in the medium run, since Europe is unable to make some crucial military equipment, on which it and Ukraine depend. Would the US refuse to supply such weapons if Europeans bought them? Such a refusal to supply would be a moment of truth.”

This Post first appeared at Alan’s Newsletter: https://globalsummitryproject.substack.com/p/europe-into-the-breach

Image Credit: France 24

 

The Many Possible Shapes for the Global Order: A Quick Look Back & Forward

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The Trump attack on interdependence – particularly economic – has felt foolish and destructive but without question – relentless. What appeared to be a stalling out with Biden’s ill-disguised protectionism, has now turned into repeated blows against an open trading system and a collaborative global order. 

MInouche Shafik, former president of Columbia University and the London School of Economics, and a member of the House of Lords referenced a well-known transformation in  a recent piece in PS: 

““The old world is dying, and the new world struggles to be born: now is the time of monsters.” This famous quote, often attributed to Antonio Gramsci, feels particularly pertinent today, as the international order that has defined the past century undergoes a profound shift.” 

What is passing away? And what is emerging? Joe Nye, the very well known International relations maven has examined exactly that in another  recent piece in PS.  As he describes Trump policy actions: 

“Globalization refers simply to interdependence at intercontinental distances. Trade among European countries reflects regional interdependence, whereas European trade with the US or China reflects globalization. By threatening China with tariffs, US President Donald Trump is trying to reduce the economic aspect of our global interdependence, which he blames for the loss of domestic industries and jobs.” 

Can globalization be reversed? Nye argues it certainly has in the past. As he describes: 

“But can economic globalization be reversed? It has happened before. The nineteenth century was marked by a rapid increase in both trade and migration, but it came to a screeching halt with the outbreak of World War I. Trade as a share of total world product did not recover to its 1914 levels until nearly 1970.” 

It is striking how long it took for global economic interdependence to recover to levels that matched the late nineteenth century. But what is also interesting is how not long ago in fact there was much attention focused on an enhanced global order. Take a look at this piece published in 2001. This Introduction was written by one of the book’s principal contributors, and a close colleague, Arthur Stein. Arthur, today, is a Distinguished Research Professor of Political Science at UCLA. Arthur has been a significant international relations force at UCLA for years now. He prepared the Introduction for the 2001 volume titled, “The New Great Power Coalition”. As an aside I played a minor role in the volume with a chapter on China’s entry into the WTO.  Now, back to Arthur’s examination. There is no missing the cautious but still optimistic tone that Arthur conveys for this era following the real tensions of the Cold War and the emergence of US leadership. As he writes: 

“In short, we believe that in this era following a global conflict, the prospects for global cooperation conflicts lie in the relations between the Great Powers. Constructing a Great Power concert would make possible the establishment of a cooperative world order and truly global international organizations.” …

 

“In more general terms, however, we conclude that the movement from unilateral to multilateral incentives, norms, and structures appears to be useful in enlisting members in an  encompassing coalition. The world is now in the process of creating new high-prestige and selective clubs in the fields of economics, politics, and even the military. Once enough of these clubs in the fields overlap (regionally and functionally), they will form a linked structure that could combine into an encompassing coalition, with the latter representing the sustaining cooperation developed in separate regions and issue areas.”

Returning to Minouche Shafik this is what she sees as the new global order, one that others, as well, have suggested is emerging: 

“The world today is very different. It is a multipolar world, with China, Russia, India, Turkey, Brazil, South Africa, and the Gulf states challenging the old order, alongside other emerging powers demanding a greater voice in shaping the rules of the international system. Meanwhile, belief in “universal values” and the idea of an “international community” has waned, as many point to the hypocrisy of rich countries hoarding vaccines during the COVID-19 pandemic and the response to the Ukraine war compared to the failures to act in response to humanitarian crises in Gaza, Sudan, and many other places.” 

 

“We may be heading to a zero-order world in which rules are replaced by power – a very difficult environment for smaller countries. Or it may be a world of large regional blocs, with the United States dominating its hemisphere, China prevailing over East Asia, and Russia reasserting control over the countries of the former Soviet Union. Ideally, we can find our way to a new rules-based order that more accurately reflects our multipolar world.”

Regional blocs may be in order. Or, possibly the reassertion of a form of geopolitical and ideological blocs. That seems to be what is described by colleague, G. John Ikenberry. In an article in International Affairs, penned at the beginning of last year, entitled, “Three Worlds: the West, East and South and the competition to shape global order”, John writes this about the emerging global order:

“Today, among the many impacts of Russia’s war on Ukraine, the most consequential may be that it marks the moment—the tipping-point—when history reversed course, pushing the world back in the direction of geopolitical and ideological groupings.” 

 

“Today, we might call these three groupings the global West, the global East, and the global South. One is led by the United States and Europe, the second by China and Russia, and the third by an amorphous grouping of non-western developing states, led by India, Brazil and others. Each ‘world’ offers grand narratives of what is at stake in the Ukraine conflict and how it fits into the larger problems and prospects for twenty-first century world order.” 

 

“Each offers ideas and programmes for the reorganization and reform of global rules and institutions. Each has its own constructed history, its own list of grievances and accomplishments. Each has its leaders, projects and ideological visions.” 

 

“These Three Worlds are not blocs, nor even coherent negotiating groups. They might best be seen as informal, constructed and evolving global factions, and not as fixed or formal political entities.”

 

“The Three Worlds are not best defined as poles so much as loose coalitions seeking to shape global rules and institutions. States in these three ‘worlds’ occupy different locations in the global system, creating shared interests and affinities that, taken together, shape patterns of interstate behaviour. The Three Worlds are defined in important respects by diplomacy— that is, by speeches, summit meetings and UN gatherings in which leaders advance their visions of world order. Each grouping has a loose political identity and a range of more-or-less consistent convictions about what constitutes a desirable and legitimate international order.”

I think it is difficult to know where we are at this moment, and more so where we are going. It is evident, however, that the world we have experienced over the last decades is being hammered out of existence especially by Trump 2.0. As David Wallace-Wells describes it in a NYTimes Opinion article, written just the other day: 

“But each declaration of imperial desire is that mercurial kind of Trumpist speech act, in which a given utterance can be both meaningless and full of portent at the same time, self-disavowing even as it also demonstrates the president’s world-shaping power.” 

 

“And whatever comes of Trump’s retrograde dreams of manifest destiny, the implicit challenge to the legacy geopolitical order is just as striking: If we want these things and these places, who is going to stop us?” … 

 

“What comes next? New paradigms rarely arise fully formed. But if we spent the last four years watching Joe Biden’s ineffectual attempt to revive some rickety version of the moralistic postwar order, it is supremely clear what Donald Trump would like to replace that pretense with: the principle that global chaos opens up opportunity for great powers long hemmed in by convention and deference.” 

 

“The MAGA riposte is, Let’s not be naïve and let’s not be suckers: We are all wolves on the world stage, and the game begins when we show our teeth.”

It would be valuable if new rules, principles, and norms emerged but at the moment what we can see is the dramatic impact of power on interstate relations. For the moment we are less driven by the emergence of order but by its opposite.  But we will come back here at Alan’s Newsletter to examine  – likely repeatedly – the shape of the global order as I think there may be surprises, possibly many surprises we have not anticipated given the immediate and dramatic attention to Trump.

The Post originally appeared as a Substack Post at Alan’s Newsletter

https://globalsummitryproject.substack.com/p/the-many-possible-shapes-for-the

All comments and subscriptions are welcome

 

 

Struggling with Global Leadership

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So, with the last several Posts here at Alan’s Newsletter, I have been transitioning – altering my mindset, and bidding farewell to the Biden administration and contemplating the reality of the return of Donald Trump as US President with a new administration. There are certainly strong signs that this time around, as opposed to 2017, that the Trump administration is intent on ‘hitting the ground running’. As The Economist noted, for Trump there is nothing more critical than immigration and the removal of illegals:

Mr Trump has long been exercised about immigration. He made building a wall along America’s border with Mexico a central theme of his election campaign in 2016. He duly issued a flurry of executive orders on immigration within weeks of taking office in 2017, including a ban on visas for applicants from various largely Muslim countries and instructions to federal agencies to expedite the construction of the border wall and to detain more illegal immigrants. … Stephen Miller, his deputy chief of staff, is an America First, anti-immigration hawk who has been fighting against bipartisan immigration reform in Congress since 2013. “As God is my witness,” he declared last year, “you are going to see millions of people rapidly removed from this country who have no right to be here.

The question is where does Trump and his team take the US? On immigration? On US-China relations? On relations with allies and the multilateral relations and organizations that the US has built over the past several decades? What approach is Trump going to take in rolling out ‘America First’? Now, there is lots of speculation but with so much being described really knowing is nearly impossible. But that being said, one clear direction is described by Fareed Zakaria. Like many, Fareed has to absorb the recent inducements and/or threats by Trump with respect to Greenland and Canada and the Panama Canal. As a result Fareed suggests:

Having campaigned on a policy of ending wars, making peace, putting America first and disentangling the country from the world, President-elect Donald Trump this week decided to revive 19th-century imperialism. In a single news conference, he pondered making Canada a state and acquiring Greenland and the Panama Canal by economic coercion — and declined to rule out using military force in the latter two cases.

Fareed, in his weekly Washington Post opinion piece titled, “Trump revives 19th-century imperialism. Make Russia great again!”, suggests these territorial aggrandizement initiatives simply put the US today in the same league as Russia and China:

In the news conference, Trump proposed getting rid of the “artificially drawn line” between Canada and the United States. Of course, that is precisely what President Vladimir Putin says about the line between Russia and Ukraine. Or President Xi Jinping about the division between China and Taiwan. This is a world that makes Russia and China great again.

It is tough to really understand the future US foreign policy with Trump at the helm. Now I may be reaching way too far but I was intrigued by the republishing, recently by Foreign Affairs, of a piece by Richard Haass now President emeritus of CFR and Charles Kupchan a Senior Fellow and Director of European Studies at the Council on Foreign Relations. Charlie is also Professor of International Affairs at the School of Foreign Service and Government Department at Georgetown University. The article is entitled, “The New Concert of Powers: How to Prevent Catastrophe and Promote Stability in a Multipolar World”. The piece was originally published in 2021.

For Haass and Kupchan the future of the global order is multipolarity as they describe it in the FA article. As they suggest:

Moreover, even if Western democracies overcome polarization, beat back illiberalism, and pull off an economic rebound, they will not forestall the arrival of a world that is both multipolar and ideologically diverse.

And as they argue the best means, maybe the only structure for the global order to achieve some stability in such a coming multipolar environment is a gathering of major powers:

The best vehicle for promoting stability in the twenty-first century is a global concert of major powers. As the history of the nineteenth-century Concert of Europe demonstrated—its members were the United Kingdom, France, Russia, Prussia, and Austria—a steering group of leading countries can curb the geopolitical and ideological competition that usually accompanies multipolarity.

 

This recent uptake in concert operation and interest in the same includes a major piece by my colleague, Andrew Fenton Cooper, from Waterloo University. You might want to take a look at his recent publication from Oxford Press titled: The Concertation Impulse in World Politics”. But turning back to Haass and Kupchan this is their description and understanding of such a concert:

 

Concerts have two characteristics that make them well suited to the emerging global landscape: political inclusivity and procedural informality. A concert’s inclusivity means that it puts at the table the geopolitically influential and powerful states that need to be there, regardless of their regime type. In so doing, it largely separates ideological differences over domestic governance from matters of international cooperation.

Concerts have two characteristics that make them well suited to the emerging global landscape: political inclusivity and procedural informality. A concert’s inclusivity means that it puts at the table the geopolitically influential and powerful states that need to be there, regardless of their regime type. In so doing, it largely separates ideological differences over domestic governance from matters of international cooperation.

A global concert would be a consultative, not a decision-making, body. It would address emerging crises yet ensure that urgent issues would not crowd out important ones, and it would deliberate on reforms to existing norms and institutions.

 

This steering group would help fashion new rules of the road and build support for collective initiatives but leave operational matters, such as deploying peacekeeping missions, delivering pandemic relief, and concluding new climate deals, to the UN and other existing bodies. The concert would thus tee up decisions that could then be taken and implemented elsewhere. It would sit atop and backstop, not supplant, the current international architecture by maintaining a dialogue that does not now exist.

This new global concert proposal, according to Haass and Kupchan, would have the following membership:

A global concert would have six members: China, the European Union, India, Japan, Russia, and the United States.

The concert’s members would collectively represent roughly 70 percent of both global GDP and global military spending.

The analysis seems to be moving full speed forward until:

This proposal presumes that none of the concert’s members would be a revisionist power bent on aggression and conquest.

Ah, and there is the dilemma – the ‘fly in the ointment’. The reality is that two great powers are evidently revisionist – that is Russia and China, and now under Trump the same may well be said for the upcoming Trump administration.

But as Nathan Gardels, the editor-in-chief of Noema Magazine and also the co-founder of, and a senior adviser to the Berggruen Institute, just recently wrote in Noema:

A revisionist state seeks to change the rules and norms of the extant world order. In recent years, we have become used to castigating China and Russia as the chief renegades in this endeavor. Now, as Princeton political scientist John Ikenberry pithily notes, another “revisionist state has arrived on the scene to contest the liberal international order … it is the United States. It’s Trump in the Oval Office, the beating heart of the free world.”

So, are we at a brick wall when it comes to promoting stability and dampening geopolitical tensions? Well, like many of my international relations colleagues I have spent time examining the contours and the operation of the classic global concert – the Concert of Europe. For Haass and Kupchan this is the model for a contemporary concert designed to diminish tensions and mitigate conflict. But the Concert is 200 years ago and it is not at all clear that a modern day instrument could operate in any way similar to this much earlier European instrument. And I would think we have already a ready-made instrument of concert-like characteristics – the G20. This involves a membership wider than that suggested by these authors. The G20 today includes: Argentina, Australia, Brazil, Canada, China, France, Germany, India, Indonesia, Italy, Japan, Republic of Korea, Mexico, Russia, Saudi Arabia, South Africa, Türkiye, United Kingdom and United States and two regional bodies today: the European Union and the African Union. It seems to me this Informal has a much better representation from the Global South and the collective could turn its attention to critical global security issues as well as global economic issues if the motivation were there.

But concerts may not be, or may not be the only mechanism to generate potentially greater stability in a world of increasing disorder. Rather, plurilateral structures – smaller groupings that include major and Middle Powers, especially from the Global South targeting growing challenges to global stability – plurilateral collaborations that could target climate change and the green transition, debt distress and relief, regional conflicts and more. Let’s tackle real threatening problems starting with these plurilateral collaboratives and build our way to a global concert in time. Let’s start here with this smaller step, and who knows, in time it might also provide for a larger grouping, even a ‘global concert’ with possibly better leadership than we seem to have right now.

This first appeared as a Substack Post at Alan’s Newsletter – https://globalsummitryproject.substack.com/publish/post/155031165

All comments and subscriptions for the Substack are welcome

 

“What Can We Expect?”: A Second Look At America’s Political Transition

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Well, hello, we’re back! I do hope the holidays proved to be a warm time and filled with family and friends. Now, I was ‘chomping at the bit’ to return to Alan’s Newsletter before the end of the Biden administration and the return of Donald J Trump. We are looking at the transition of administrations – focusing on foreign policy.

So where we left Alan’s Newsletter at this first Post of ‘What Can We Expect’ – the last Post of the year 2024, was me actually looking at the end of the Biden administration – and, as I said: “… trying to focus on the end of the Biden administration: what folks conclude about the Biden initiatives and where that then leads, possibly,  for the upcoming Trump administration”, especially targeting US-China policy. 

In this earlier Post I looked primarily at trade and technology policies – and there seemed to be much to be desired – though it was interesting to get Biden’s last words on his own assessment of his administration’s efforts. But now I want to extend the analysis by turning to national security. Interestingly, and as I noted in the earlier Post I was keen to review, none other than Senator McConnell, a dominant Republican figure over several decades in Congress and the Republican majority leader from 2015 to 2021, making him the longest-serving Senate party leader in U.S. history. And for the moment he remains in the Senate and an influence on some at least. But to get there – to McConnell that is,  I thought it worthwhile to first look at Fareed Zakaria’s early 2024 FA article, “The Self-Doubting Superpower: America Shouldn’t Give Up on the World It Made” Fareed has a large public role in assessing US international politics as the host of CNN’s Fareed Zakaria GPS and he also writes a weekly column for The Washington Post. Fareed starts out acknowledging the Biden administration’s turn – and not for the better – in international economic policy making: 

“And yet, much of his governing strategy has been predicated on the notion that the country has been following the wrong course, even under Democratic presidents, even during the Obama-Biden administration. In an April 2023 speech, Biden’s national security adviser, Jake Sullivan, criticized “much of the international economic policy of the last few decades,” blaming globalization and liberalization for hollowing out the country’s industrial base, exporting American jobs, and weakening some core industries.”

Now, I remain rather sceptical of the consequences these folks assign to trade policy but it continues to be a ‘warm blanket’ for many analysts and politicians. Fareed acknowledges it, it but then situates the US in the global order as still a dominant presence: 

“On measure after measure, the United States remains in a commanding position compared with its major competitors and rivals. Yet it does confront a very different international landscape. Many powers across the globe have risen in strength and confidence. They will not meekly assent to American directives. Some of them actively seek to challenge the United States’ dominant position and the order that has been built around it. … The challenge for Washington is to run fast but not run scared. Today, however, it remains gripped by panic and self doubt.” 

Fareed raises the real prospect that the US will quail from continued leadership in the global economy but in fact even beyond that to global order and national security relations as well: 

“The most worrying challenge to the rules-based international order does not come from China, Russia, or Iran. It comes from the United States. If America, consumed by exaggerated fears of its own decline, retreats from its leading role in world affairs, it will open up power vacuums across the globe and encourage a variety of powers and players to try to step into the disarray.” 

 

“Since 1945, America has debated the nature of its engagement with the world, but not whether it should be engaged to begin with. Were the country to truly turn inward, it would mark a retreat for the forces of order and progress. Washington can still set the agenda, build alliances, help solve global problems, and deter aggression while using limited resources—well below the levels that it spent during the Cold War. It would have to pay a far higher price if order collapsed, rogue powers rose, and the open world economy fractured or closed.”

Now the actions by the departing Biden administration may have already done some real damage to relations with allies – this the determination by Biden to kill the Nippon-US Steel deal. As Alan Beattie described it in his FT ‘Trade Secrets’ column:

“Still, some of us were also moderately hopeful that Biden’s long history as an alliance-builder in international relations might weigh reasonably heavily in the balance. That’s where we were largely wrong. When it came down to it, steelmakers were prioritised above all. As a unionised industry located in electoral swing states (Pennsylvania and Wisconsin) with tariff protection inherited from Donald Trump and national security and environmental rationales, however specious, they ticked too many boxes to ignore.” 

 

“All politics is local, including trade politics, but the politics here is quite weird. It’s surreal that the geopolitically important practice of friendshoring is being sabotaged by a USTR with no specialism in national security and a union leader both acting in defiance of colleagues who are closer to the issues at hand. Tai’s obsession with the steel industry has extended to sending groups of USTR officials on tourist trips to do photo-ops with steelworkers. This is vibes-based trade policy backed up by show-and-tell.” 

So, the focus on allies and partners in firming trade relations and building resilient supply chains with them is, in this instance, revealed as hollow: 

“When it came to it, it wasn’t the substance but the vibe of protecting the steel industry that prevented the Biden administration giving friendshoring a fair go. It’s a sad end for a respectable but ultimately unloved idea.” 

And, it suggests that the US under Biden is not ‘walking the walk’ when it comes to friendshoring but also undermining trust with, in this case, one of its closest allies in the Indo-Pacific, Japan.

All right then, focusing more directly on national security, let me turn to Rush Doshi who is a colleague – an assistant professor of security studies at Georgetown University’s School of Foreign Service. He is also senior fellow for China and director of the Initiative on China Strategy at the Council on Foreign Relations (CFR) and importantly he served the Biden White House at the National Security Council (NSC) as the Director and later Deputy Senior Director for China and Taiwan from 2021 to March 2024. So involved with Biden national security. Having just emerged from the Biden administration, how does he now view the requirements of US national security policy today? Well, Rush assists us in a FA article produced in late November. There he wrote: 

“Without corrective action, the United States faced a growing risk of being surpassed by China technologically, dependent on it economically, and defeated militarily in the South China Sea or Taiwan Strait.” 

 

“The Biden administration focused on rebuilding American strength by focusing on its foundations at home and its relationships with partners abroad, an approach summed up in its “invest, align, compete” tagline.

 

“That formula can also serve as a way to fulfill the Trump administration’s vision of “peace through strength.” But rebuilding American power will require the Trump administration to undertake new efforts, too, that depend on bipartisan congressional support and the buy in of the American public.”

 

“But the foundations of that strength have atrophied, especially since the end of the Cold War. The administration will need to undertake significant structural reforms to remedy these weaknesses.”

 

“The United States needs to fix its defense industrial base to rapidly deter China and, if necessary, defeat it in a potential conflict. At present, the United States would expend all its munitions within a week of sustained fighting and would struggle to rebuild surface vessels after they were sunk, with a national shipbuilding capacity less than that of one of China’s larger shipyards.”

 

“Washington also needs to protect its critical infrastructure from cyberattack. China has compromised U.S. critical infrastructure upon which millions of Americans rely, including water and gas, transportation, and telecommunications systems, with the aim of inciting chaos, sowing panic, and reducing U.S. will in a conflict scenario.” 

 

“Finally, the United States needs to invest in reindustrialization and technological leadership. China already accounts for more than 30 percent of global manufacturing, can innovate successfully, increasingly leads in the sectors of tomorrow, and is redirecting massive amounts of capital into manufacturing as its housing market stagnates. The result, a second “China shock” akin to the one that flooded U.S. markets with cheap Chinese goods at the beginning of this century, will threaten the United States’ future as an industrial power and leave it more dependent on China than China is on the United States. 

 

“National security is not just about foreign policy. Trump’s team should remember that the key to this decisive decade is not just what the United States does abroad. What it does at home to improve its competitive position may be even more important.” 

What is more than interesting is that Rush urges these major efforts after just emerging from several years at the Biden administration. Now what does that say about the Biden years. 

So, finally, let’s turn to what I promised you above Mitch McConnell. Now McConnell is more than willing to attack the Biden administration for what he describes as a weak national security effort. But it also urges Trump to avoid just focusing on China and in doing so ignore the real threat to Europe – and to the US obviously, from Russia’s Ukraine efforts. As McConnell describes:

“Trump would be wise to build his foreign policy on the enduring cornerstone of U.S. leadership: hard power.” 

 

“To pretend that the United States can focus on just one threat at a time, that its credibility is divisible, or that it can afford to shrug off faraway chaos as irrelevant is to ignore its global interests and its adversaries’ global designs.”

 

“China poses the gravest long-term challenge to U.S. interests. But although successive presidents have acknowledged this reality, their actual policies have been inconsistent.”

 

“In so doing, it [Trump] must not repeat the mistakes of President Barack Obama’s so-called pivot to Asia. The Obama administration failed to back up its policy with sufficient investments in U.S. military power.” 

Against the grain I suspect of many of the MAGA Republicans including, possibly Donald Trump, McConnell urges: 

“The United States needs a military that can handle multiple increasingly coordinated threats at once. Without one, a president will likely hesitate to expend limited resources on one threat at the expense of others, thereby ceding initiative or victory to an adversary.The United States must get back to budgets that are informed by strategy and a force-planning construct that imagines fighting more than one war at once.”

 

“The United States’ security and prosperity are rooted in military primacy. Preserving that decisive superiority is costly, but neglecting it comes with far steeper costs.”

For McConnell, then, there is a real need to underpin current US economic strength with policy initiatives: 

“I am not naive about the downsides of international trade, but there is no question that free markets and free trade have been responsible for much of the United States’ prosperity.”

 

“That’s why the United States and like-minded free-market economies must work together to reform the international trading system to protect U.S. interests from predatory trade practices—not abandon the system entirely.  Without U.S. leadership in this area, there is little question that Beijing will be able to rewrite the rules of trade on its own terms.”

Finally, there is a real abiding requirement, from this side of the Republican Congressional majority – directed to the MAGA Republicans and urging  this critical need for the incoming Trump administration:

“Trump will no doubt hear from some that he should prioritize a single theater and downgrade U.S. interests and commitments elsewhere. Most of these voices will argue for focusing on Asia at the expense of interests in Europe or the Middle East.  Such thinking is commonplace among both isolationist conservatives who indulge the fantasy of “Fortress America” and progressive liberals who mistake internationalism for an end in itself.”

 

“Neither camp has committed to maintaining the military superiority or sustaining the alliances needed to contest revisionist powers.” 

So, there you are. McConnell is urging ‘a full court press’ to maintain a dominant US military position and global leadership. Will Trump and his MAGA Republicans in Congress follow through. I have my doubts. 

Image Credit: Getty Images

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The New Global Leadership, perhaps

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So there is a lot of spinning now that it is clear – he’s coming back. And as we look out on the global order the current international system appears chaotic enough, even before Donald Trump returns to the White House. As described by Flavia Krause Jackson in Bloomberg: 

North Koreans are fighting in Europe for the first time. Israel is resisting US efforts to halt fighting with Hezbollah and Hamas. China regularly conducts military exercises surrounding Taiwan. Nuclear war is suddenly a risk amid surging tensions over Russia’s invasion of Ukraine.

And that’s even before Donald Trump returns to the White House.

What are possibly answers to this growing chaos? One very clear note appears to be Middle Powers and their capacity to gain influence and importantly perhaps maintain greater openness notwithstanding a world dominated by Trump 2.0.  And these tensions are already apparent as Flavia summarizes the just recently concluded Brazil G20 Summit:

This was the week Lula was supposed to cement his status as the preeminent leader of the developing world. Instead, the chaotic summit he hosted in Rio highlighted his inability to bridge growing divisions between global superpowers. In a surprise anti-climax, Lula even canceled his end-of-summit press conference two hours after it had been scheduled to start.

Still, the first big unknown is how chaotic the new Trump administration can wind up the international system and are there possibilities to ease some of this Trump chaos? How, and who, possibly will seek to temper the chaos and propel forward both global political and economic relationships. Here, Shiro Arnstrong in an EAF piece titled, “Trump-proofing economic security in Asia” sets the stage:

The United States has gone from enforcer to spoiler of the rules-based economic order as it deals with domestic challenges and threatens a return to its pre-World War 2 isolationism. The rest of the world has to avoid the United States dragging the global economy down with it.

In the presumed Trump withdrawal from alliances and partnerships, his determination to close the open trading world with Trump’s loud noises over America First, and its many tariffs, there is a noticeable attention shift to the potential role of Middle Powers in retaining and augmenting, possibly, the global economy for one.

Now, there are all sorts of questions surrounding this attention to Middle Powers and their influence in advancing  the global order. Needless to say it starts with who are the Middle Powers. And, not surprisingly, there is no agreement on who the likely actors are under that apparently highly fungible label. So we know there is the ‘traditional’  Middle Power label that describes at least Canada and Australia. Then there are the new ‘Big Boys’ today – Brazil, India, Indonesia, Malaysia, and at least for some South Africa and even Nigeria. And then there are the relatively close US partners, or other possible regional powers, so, Turkey, Mexico, Japan and South Korea.  What can I say, it is a recipe with the main ingredient up to the expert or analyst.

And then there is the logic and possible action of Middle Power policy. Now this is a tough category often rather muted in current analyses.  But Shiro gives us some direction here. He targets Trumpworld:

There will be pressure all over the world to ‘protect’ domestic production from a flood of Chinese and other goods shut out of the US and looking for new markets.

There will of course be pressure to cut losses by dealing with Trump 2.0:

The incremental choices of countries to do deals with Trump’s United States — managed trade deals and voluntary export restraints — may be diplomatically expedient but will weaken the rules that underpin global trade and are against their core long term interests. That would reinforce the trajectory of the global economy heading towards an economic nosedive of the kind it suffered in the 1930s.

The Middle Power alternative:

It will be up to the middle powers like Australia and Japan — that cannot change the status quo unilaterally but are large enough to mobilise coalitions of countries for change — to keep the global economy open and save the furniture of the multilateral trading system.

 

Middle powers must convince China and the European Union that their best course of action is to avoid large-scale retaliation and go in the other direction, opening up their economies further. That will make them better off and make the global economy larger, even with restricted access to the US market. …

 

The economic coercion that China deployed against Australia in 2020 and Japan earlier was blunted by the multilateral trading system which, despite its weaknesses, allowed Australian exporters, for example, to find alternative markets and provide an exit ramp from the problem, with the last of Chinese trade restrictions lifted in October 2024. The open global trading system crucially ensures that there are alternative buyers and sellers.

As Shiro concludes, enlarging if possible but at least maintaining the open trade world – with as wide a set of actors as possible, is slightly counterintuitively called for and the answer presumably to Trump tariffs:

The multilateral trading system is the biggest source of economic security for open trading nations. That includes Southeast Asia, which is more exposed than other countries with its high trade shares that are its source of prosperity and security.

 

Utilising platforms in ASEAN-centred institutions and connecting them to other efforts in Europe to promote collective action is where the strategic focus needs to be now, on trade, climate action and other global public goods, otherwise we risk a much smaller, poorer and less secure world.

Interestingly, and as noted earlier, there is a growing interest in Middle Power action in the face of the about to reappear Trumpworld. Another proponent for Middle Power action is Dani Rodrik. Rodrick, a deep thinker when it comes to the global system, has written recently on the role of Middle Powers in the evolving global order. Rodrik is the Ford Foundation Professor of International Political Economy at Harvard’s John F. Kennedy School of Government. He is co-director of the Reimagining the Economy Program at the Kennedy School and of the Economics for Inclusive Prosperity network. In a recent piece in Project Syndicate (PS),  Rodrik suggests that while Middle Powers are unlikely to become a bloc but rather quite possibly able to possibly shape a variety of paths prompting a far more multipolar environment:

While some American national-security elites seek continued US primacy, others seem resigned to an increasingly bipolar world. A more likely outcome, however, is a multipolar world where middle powers exert considerable countervailing force, thus preventing the US and China from imposing their interests on others.

 

The middle powers are unlikely to become a formidable bloc of their own, mainly because their interests are too diverse to fit into a common economic or security agenda. Even when they have joined formal groupings, their collective impact has been limited.

 

Perhaps the most important contribution middle powers can make is to demonstrate, by their example, the feasibility of both multipolarity and diverse development paths in the global order. They offer a vision for the world economy that does not depend on either America’s or China’s power and goodwill. But if middle powers are to be worthy role models for others, they must become responsible actors – both in their dealings with smaller countries and in promoting greater political accountability at home.

A world that does not depend on the leading powers that is the vision from Rodrik. For this, and other perspectives, the China-West Dialogue (CWD) has directed recent energies this fall to sessions on Middle Powers and Middle Power Diplomacy (MPD). With great thanks to our Lead Co-Chair, Colin Bradford CWD constructed a series of sessions on a number of key Middle Powers. We began this Middle Power Diplomacy series with a Zoom session on Japan with lead organizer, Mike Mochizuki of George Washington University. From there we turned our attention to Latin America in a Zoom session led by our good colleague Jorge Heine from Boston University and a number of colleagues who published a recent volume: “Latin American Foreign Policies in the New World Order: The Active Non-Alignment Option”. From there we shifted to a session on South Korea prepared by the lead organizer, Yul Sohn from Yonsei University. And most recently we turned our attention to Turkey with colleague Guven Sak as the lead organizer. Guven is from The Economic Policy Research Foundation of Turkey (TEPAV). Still, to explore are sessions on Australia and New Zealand with lead organizer Shiro Armstrong from ANU and EastAsiaForum (EAF) and Indonesia and ASEAN with lead organizer Monica Wihardja from ISEAS in Singapore.

There is much learning at hand and hopefully we will be able to draw out the means for Middle Powers to resist the more destructive Trump 2.0 efforts. We will return to these conclusions in the future.

This first appeared as a Substack Post at Alan’s Newsletter. Comments and subscriptions are welcome.

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The Impact of Trump 2.0

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They were obvious moves by Trump, I suspect. Nevertheless, some of the choices by Trump for his senior appointments were startling – and what one might otherwise describe as ‘dismaying’. For many of us not a particular surprise. So we have House of Representative Matt Gaetz nominated as Attorney General. As The Guardian declared:

Donald Trump’s decision to nominate the far-right Republican congressman Matt Gaetz as attorney general has sent shockwaves through Washington, including the president-elect’s own party.

 

Trump on Wednesday announced Gaetz as his pick to be the nation’s chief law enforcement officer in the justice department, a role that directs the government’s legal positions on critical issues, including abortion, civil rights, and first amendment cases.

Michelle Goldberg, writing for the NYT had some choice words for this Trump nomination:

Of all the people Trump was considering for A.G., Gaetz is unique mainly for how much he is hated by other Republicans, and not just moderate ones. In the final months of the last Trump administration, the Justice Department opened an investigation into whether Gaetz had a relationship with an underage girl that violated federal sex trafficking laws.

 

It should go without saying that Gaetz is not, by any normal standards, even a tiny bit qualified to be attorney general. He practiced law for only about two years before running for office, handling small-time civil matters, like suing an old woman for money she owed his father’s caregiving company.

Then, there was the equally startling nomination of Robert F Kennedy Jr., a vaccine skeptic and more that Trump has nominated for the head of Health and Human Services. And then there is Pete Hegseth nominated for Secretary of Defence and Tulsi Gabbard nominated for Director of Intelligence. Each in their own career and experience raising questions over their appointment. And then, finally,  there is the appointment of Elon Musk Trump’s now seemingly close buddy to a Commission to bring efficiency to the US federal government. As Ed Luce at the FT commented:

What you might feel less comfortable in admitting is that Trump is giving utterance to America’s soul. The US is driven by the spirit of limitless resources and surmountable frontiers. Its mission is “To explore strange new worlds . . . to boldly go where no man has gone before”, as James T Kirk put it. On Tuesday Trump promoted Elon Musk, his own Captain Kirk, to Starfleet Admiral. Musk’s USS Enterprise is the department of government efficiency (Doge).

Notwithstanding the name the Musk initiative is unlikely to be a government department as noted by Luce:

It is unclear whether Doge will have any statutory authority, which would require an act of Congress, or simply be a super-advisory body to the Trump administration. Either way, Musk’s goal is to close down regulatory agencies in Washington or drastically pare them back. He recently said he would also cut almost a third from the federal government’s $6.7tn budget.

Government authority or not, Musk will be disruptive, as are likely to be all these recent appointments, and that is the point. Disruption, chaos and controversy  – the Trump modus operandi. As noted again by Luce on the choice of Musk:

But Musk will probably get a lot of his way on deregulation. If you work for the Securities and Exchange Commission, the Department of Justice, the US Federal Reserve, the Bureau of Labor, the Environmental Protection Agency, the US Department of Agriculture or the departments of energy and education, be afraid; be very afraid.

For those poor souls who suggested that Trump wouldn’t follow through on some of his crazier actions, often after plaintively admitting that they had voted for him, these appointments seem to put ‘stop’ to that benign view of Trump governing.

And raising the spectre of serious policy steps likely leading to disruption, chaos and controversy, Trump 2.0 will have a significant impact on US foreign policy efforts. Here, it is worth examining the recent comments by my colleague, Susan Thornton. Susan is currently a Senior Fellow at the Paul Tsai China Center at the Yale Law School. She also participates in many of the China-West Dialogue (CWD) discussions that we have held over the last few years. Susan retired as a senior diplomat after almost three decades of experience with the U.S. State Department in Eurasia and East Asia. She retired, in fact, as Acting Assistant Secretary for East Asian and Pacific Affairs at the Department of State.

Susan does not underestimate the prospect for a dramatic impact by Trump on American foreign policy driven, as Susan sees it, by an American public that is no longer willing to bear the burden of a leading US role in the global order. As she wrote recently at the East Asian Forum, the US public, from Susan’s view, is determined to stand down the United States:

Americans are no longer confident in the promise and effectiveness of their institutional system, they reject the obligation of answering the world’s fire alarms, they are weary of bearing the cost of global security and they see clearly that other states are free-riding on US largesse. The US electorate has been consistently ahead of its politicians in its rejection of the role of ‘world policeman’.

In Susan’s view the election of Trump satisfies, it seems, a desire among many in public to wind down US entanglements in the global arena:

Trump, and certainly his national security team, does not appreciate that he was put in power to dismantle US global hegemony. But Trump’s bullying transactionalism, his aversion to commitment, his penchant for tariffs and complete indifference to the potential impact that the United States has on other countries can have no other outcome.

 

It is obvious that permanent damage will be done to the United Nations, international economic institutions, multilateral organisations in which the United States is a member and any international effort to combat transnational challenges. The dissolution began during his first term and will be irreversible after the coming four years. The Americans who elected Trump as their standard bearer will cheer their demise.

And, the Trump actions, according to Susan, will only raise the temperature in the key global relationship, the US and China. As Susan suggests:

There will be a further sharp disconnect of the US and Chinese economies. Trump and the Republican Congress are likely to invoke more tariffs, export controls and sanctions leading to global fragmentation, rising costs and slower growth. Businesses will face an ever more complicated picture and are already strategising how to adjust. Many countries in Asia are devising economic hedging strategies and will try to walk a middle line amid deteriorating US–China relations. Whether and how a Trump administration might impose costs for such an approach remains an open question.

Susan further suggests that, in fact, Trump is the instrument of many in the US electorate that are tired with the burden resulting from the US leading role in the global order:

We have already entered the transition to a post-Pax Americana world — Trump is an accelerant. This does not mean that the United States will disappear. It will remain the most powerful and wealthy country in the world. But it does leave a vacuum in the international arena and US partners will hopefully step in to provide leadership and public goods.

My colleague Dan Drezner agrees with Susan at least with the impact of a second Trump administration. Dan is the Distinguished Professor of International Politics and Associate Dean of Research at the Fletcher School of Law and Diplomacy, and among other things, the author of the Substack, Drezner’s World. In a FA piece entitled, “The End of American Exceptionalism: Trump’s Reelection Will Redefine U.S. Power”, Dan declares:

Trump will navigate world politics with greater confidence this time around. Whether he will have any better luck bending the world to his “America first” brand is another question entirely. What is certain, however, is that the era of American exceptionalism has ended. Under Trump, U.S. foreign policy will cease promoting long-standing American ideals. That, combined with an expected surge of corrupt foreign policy practices, will leave the United States looking like a garden-variety great power.”

 

He [Trump] believes that the U.S.-created liberal international order has, over time, stacked the deck against the United States. To change that imbalance, Trump wants to restrict inward economic flows such as imports and immigrants (although he likes inward foreign direct investment). He wants allies to shoulder more of the burden for their own defense. And he believes that he can cut deals with autocrats, such as Russia’s Vladimir Putin or North Korea’s Kim Jong Un, that will reduce tensions in global trouble spots and allow the United States to focus Inward.

For Susan the change in foreign policy is driven by the American public; for Dan the direction comes from Trump and his acolytes but the outcome appears to be the same. The end of American leadership as we’ve understood it for seven decades and more.

So how, or what will provide the leadership that can manage the global order? Who can help shape and critically, who can presumably stabilize the increasingly fractious international environment?  Positively, who can promote international development, energize the efforts to meet the climate crisis, and reform international financial reform and meet the growing debt crises for many? Who will energize the multilateral institutions that can promote peace and security and advance global governance? Where is the leadership?

Here Susan gives us a bit of a hint. As she suggests:

In this more fragmented, disordered world, US partners in Asia should also pursue more networked security cooperation and regional integration to safeguard peace and mitigate the negative effects of deglobalisation for their economies. Such measures are useful on their own merits, no matter who is in the White House, as the world is set to become a more difficult and dangerous place.

We have, at recent gatherings of the China-West Dialogue, been exploring the role of Middle Powers. I hope to turn back to the potential key roles that Middle Powers may bring to the growing threats to the global order. I think that may be a hopeful direction.  I will return to this subject.

Image Credit: ABC News

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In a Trump World, ‘Widening the Who’ in the Global Order

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Now we are out a bit early. But that’s not surprising because of the US national elections on Tuesday night. So a few thoughts on that and then a redirection to the, “what do we do about the global order in the light of Trump’s return, including many of his former advisers, to the White House”

The electoral equation in the end proved to be rather simple if also somber. Harris lost too many non-college and latino men and she won women – but not by nearly enough. With the Latinos, Trump won 32 percent in 2020; in 2024 Trump won about 45 percent.  Harris,  on women, won 54 percent but Biden in 2020 won 57 percent. The Harris statistic on women is dismaying.

Now I am not one to focus and comment on US elections – other than as a ‘somewhat informed’ but non-expert – but it does seem to me that the Harris campaign did not strategically break through with a host of electoral groups with her message. And she needed to to secure the Presidency. As Michael Hirsh described in FP: 

Despite overpowering Trump in their only debate on Sept. 10 and raising more than $1 billion in donations in just three months—a new record—Harris often floundered when challenged to deliver a convincing summary of her agenda on critical issues such as the economy and immigration. She also fumbled badly in explaining her flip-flops on issues such as fracking (which she once opposed and later supported, but without pointing out the simple fact that improved technology had made it environmentally safer). That led Wall Street Journal commentator Peggy Noonan to label Harris an “artless dodger.”

Worse, possibly, was the view expressed by Opinion Writer Peter Baker who suggests that Trump represents a significant current of American thinking. As he wrote in the NYT:

The assumption that Mr. Trump represented an anomaly who would at last be consigned to the ash heap of history was washed away on Tuesday night by a red current that swept through battleground states — and swept away the understanding of America long nurtured by its ruling elite of both parties. … With his comeback victory to reclaim the presidency, Mr. Trump has now established himself as a transformational force reshaping the United States in his own image.

 

No longer can the political establishment write off Mr. Trump as a temporary break from the long march of progress, a fluke who somehow sneaked into the White House in a quirky, one-off Electoral College win eight years ago. With his comeback victory to reclaim the presidency, Mr. Trump has now established himself as a transformational force reshaping the United States in his own image.

 

Populist disenchantment with the nation’s direction and resentment against elites proved to be deeper and more profound than many in both parties had recognized. Mr. Trump’s testosterone-driven campaign capitalized on resistance to electing the first woman president.

In fact, according to Baker, Trump was appreciated for all his effrontery and racism:

Rather than be turned off by Mr. Trump’s flagrant, anger-based appeals along lines of race, gender, religion, national origin and especially transgender identity, many Americans found them bracing. Rather than be offended by his brazen lies and wild conspiracy theories, many found him authentic.

So with Trump in the White House and his people in the Administration where do we go? On the immediate geopolitical front we are very likely to see rising tensions with China – though I believe there is a path to less tension. We are very likely to see pressure on Ukraine to halt the conflict with Putin even at the cost of transferring Ukrainian lands to Russia – a real cost and speaking of costs we are likely to see a blizzard of tariffs on Chinese goods and possibly beyond. But it is a bit early to fill in the contours of Trump 2.0 foreign policy.

But, instead, let me look at the outline of the direction we saw coming from Democrat and Democrat-leaning experts and operatives. In particular let me look briefly at the design described by Anne-Marie Slaughter in a recent Foreign Affairs piece titled: “How America Can Succeed in a Multialigned World: The Importance of Building Truly Global Partnerships”. Anne-Marie is currently CEO of the think tank New America. From 2002 to 2009, she was Bert G. Kerstetter ‘66 University Professor of Politics and International Affairs and Dean of the School of Public and International Affairs at Princeton University. In 2009 Secretary of State Hillary Clinton appointed her as the first woman Director of Policy Planning in the U.S. State Department. She has been a ‘close in’ Democratic voice and it is why I refer to this article to give an inside possible glimpse at where the Harris administration might have moved had she been elected and indeed the possibility of Anne-Marie’s very real likely participation.

Anne-Marie is quite aware that there are two challenges this Biden administration faced and would be front and center for a Harris administration – the rising geopolitical tensions with Russia, and with China and with Iran, but also the existential global governance threats, climate, finance and weakened multilateralism and the institutions that no longer served global order purposes. Anne-Marie moved back to gaze at the Biden administration and its effort to build not just an alliance system but beyond that to a ‘multipartner world’. As Anne-Marie declared:

It [the Biden administration] has reanimated and expanded traditional alliances such as NATO and strengthened and created a host of new diplomatic and security partnerships. Secretary of State Antony Blinken described in Foreign Affairs a network of “partners in peace,” the result of an intense diplomatic strategy to safeguard U.S. interests abroad while rebuilding competitiveness at home.

Yet as she described the effort:

 These partnerships are important and valuable. Still, the Biden strategy overall has tilted too far in the direction of geopolitical competition over global cooperation, even as it tries to do both at once. To strike the right balance, the next administration must partner with a wider variety of global actors, focus those partnerships more on existential global threats, and accept a more decentralized, messier world that welcomes leadership from many different quarters.

 

The concept of “multistakeholder governance” holds that all actors who have a stake in the outcome of a specific decision, whether a state, an international institution, a corporation, or a municipality, find a place at the table at some point in the decision-making process.

So the future of multipartnering was just not just constructed on state, regional and international organizations but extending to non-state and substate actors. As Anne-Marie argues:

The concept of “multistakeholder governance” holds that all actors who have a stake in the outcome of a specific decision, whether a state, an international institution, a corporation, or a municipality, find a place at the table at some point in the decision-making process.

Her conclusion for this multipartner approach is as follows:

A national security strategy dedicated to building a multipartner world will still leave plenty of room for the United States to lead on the global stage. Moreover, embracing multisector partnerships gives open societies such as that of the United States a leg up in in geopolitical competition, given the autonomy and energy of American civic, corporate, philanthropic, technological, scientific, and educational institutions.

This wide multipartner approach, as described in part by Anne-Marie Slaughter, is unlikely to be captured and furthered by the incoming Trump administration. But it is worth keeping in mind and may well be an approach that will be valuable for many national, regional and international actors in the near future, even if not for a Trump America.

Meanwhile, another piece in a multipartner world is a possibility. And we at the China-West Dialogue (CWD) are keenly examining the role today of Middle Powers in furthering efforts to meet the challenge of global threats and to diminish the ratcheting up of geopolitical tensions. We are currently examining with colleagues across the globe the potential for Middle Power Diplomacy (MPD)  to tackle global threats and stabilize the global governance environment. As the lead co-chair of the CWD, Colin Bradford has written:

Global pluralism, developed in 2020-2023, posits the existence already of “autonomous” strategies and independence in foreign policies as a “global political dynamic” in global relations.  Pluralism is a core concept for CWD, in that it leads to the “pluralization” of relations with China as an “alternative framework” to address the toxic tension in the bilateral China-US relationship in recent years. This has been the goal of CWD from its foundation.

 

In the last year of CWD exchanges, the importance of Middle Powers and Middle Power Diplomacy has arisen as the domestic driver of pluralism.  This new CWD series seeks to elucidate the factors enabling countries to be Middle Powers and the features of their international behaviors which are effective in addressing global systemic challenges.

 

A better understanding of these factors and features could facilitate proactive national efforts to deliberately contribute to global pluralism by “punching above their weight” and to influence global governance outcomes that include China and the US but which “globalize” those outcomes, rather than narrow them by allowing great power dominance to prevail.

We have examined with colleagues globally, and always with our colleagues from China in the CWD process, Middle Power actions from Japan and Latin America, especially Brazil, and Korea shortly with Turkey, Indonesia and the ASEAN to come and also with examinations of Europe and the US and China and MPD.

Trump America with its hypernationalist focus and its likely transactional initiatives fails to promote any kind of global order optimism; but there are other pathways. We need to explore these further and promote those that appear promising.

This was first posted as a Substack POst at Alan’s Newsletter. All comments and free subscriptions are welcome

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The ‘Global Order’: ‘Who is on First’

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I was trying very hard to ignore the impending vote for US president upcoming next week. We will have plenty of time to contemplate the action and consequences of the presidential choice on US foreign policy and global leadership.

But then again I was not fully able to ignore the consequences for the international order of this event. I was caught by a very recent Special Report from CIGI on: “Scenarios of Evolving Global Order”. Now CIGI is located in Waterloo Ontario and CIGI stands for the Centre for International Governance Innovation. I have a small soft spot for the think tank as I and a number of close colleagues spent some good years there when it launched as a global affairs outfit and, I think produced some good early work on global governance, among other things.

Anyway, the Report is interesting as it attempts to:

… fill a gap between the analysis of current trends and mapping of potential futures by outlining five possible scenarios for an evolving global order. These five scenarios represent a spectrum from the most modest plausible change (reform of the current system) to the most radical (transformation of the whole system due to a global shock).

There clearly is much current discussion over the evolving global order in the context of significant geopolitical tensions between the two leading powers and the numerous conflicts burdening international relations. So the Report describes 5 different scenarios built on these assumptions:

• The current international system is not working; international institutions, including the United Nations and Bretton Woods institutions, are unable to address most contemporary challenges.

• Responses to contemporary global challenges are siloed, nationally and institutionally.

• The United States’ global leadership is waning due to reduced capacity and internal focus.

• The relative economic power of liberal democracies is diminishing.

• Emerging powers — including, but not limited to, China and India — are increasingly asserting their influence and driving change.

• Finding new pathways of international cooperation on security issues may be more elusive, meaning attention may focus on cooperation on economic issues.

• Deglobalization, and regional integration as an alternative to multilateralism, continues to accelerate by many, but not all, measures.

• Momentum for nationalist and isolationist policies continues to build in many countries.

The result five different scenarios as filled out by the author team:

Scenario 1: Reform of the Existing Global System

Scenario 2: Replacement of the Existing Global System

Scenario 3: The Emergence of a Bloc-Based Global System

Scenario 4: A Case of Disorder

Scenario 5: Transformed Global Order

Each scenario is interesting and for every scenario there are two pathways described by the authors leading to an identified outcome:

The authors’ view is that these five scenarios broadly represent core directions that global order may evolve toward in the coming months and years. They acknowledge that there are numerous potential pathways that the five scenarios could take — by choosing only two for each, many possibilities remain for further exploration.

Now each scenario is worth assessing – and I will try and examine some perghaps at a later date, but I was struck by the perspective the authors identified for the structure and the dynamics for all five scenarios. As the Report suggested:

All of the scenarios explored assume the current and evolving global dynamics are multipolar (rather than other forms such as bipolar, hegemonic or concerted). It is, of course, possible that global order does not continue to evolve in  a multipolar way — for example, that one group of states forms a security and economic coalition in a way that dominates all the rest or that the world devolves into a bipolar world utterly dominated by American and Chinese spheres of control. The world is currently operating with multipolar dynamics on most issues, and this is likely to continue into the future.

Now that assumption of a multipolar system struck me. The reason is I came across an interesting Substack Post from Clarence Gu and Chenghao Sun, ChinAffairs+ describing in the Post titled “Yan Xuetong & John Mearsheimer Conversation: Who Shapes Global Order, and Who Will Win the Competition?”an interesting encounter, the third in fact, between these two experts. Now Yan Xuetong is the Dean of the Institute of International Relations at Tsinghua University, a highly prestigious university in China and John Mearsheimer is, as he describes himself, “the  R. Wendell Harrison Distinguished Service Professor in the Political Science Department at the University of Chicago, where he has taught since 1982 and an international relations theorist. More specifically, I am a realist.”

Now I have known John for many years as we were graduate students together at Cornell University with the same adviser, the recently passed Richard N Rosecrance, renowned international relations expert. But we were seldom on the same side of the fence when describing the underlying dynamics of the international system. But that is neither here nor there.

Both Yan Xuetong and John are known for their focus in international relations on ‘realism’, and in fact John’s  writings identify what is known as ‘offensive realism’. And while the two differ to a degree in this encounter at Tsinghua in Beijing they both strongly endorse the notion that the system is driven by the need by states to maintain dominance in a current bipolar not multipolar world (You will note by the way that the quotes that follow have been slightly edited due at times to  imperfect transcription). As John describes the international system:

How do you survive the international system? The system is where there is no higher authority. The answer is very simple. You want to be very powerful. You want to maximize your power, you cannot be certain of the intentions of those other states. It pays to be really powerful, to pay to be a hegemon.

 

If you think more specifically, the argument is that you can only be a regional hegemon, number one. Number two, you want to make sure that no other state is a regional hegemon. The ideal situation is to be the only regional hegemony in the international system.

 

All of this is to say we are involved today, in an intense security competition. It shows no signs going away. And if anything will get worse with the passage of time. This is a tragic situation. It has nothing to do with Chinese culture or American culture. And many people in China blame the United States for this trouble. … So my argument is, it’s the system that has caused this intense security competition.

Yan Xuetong is even more direct. He states:

The new trend of global order is Counter-Globalization. Then certainly today, I think because today’s title is Global Order and US-China relationship, we have to talk about how the relationship between China and US impact the current global order, my understanding is that the China-US relationship just like John argued that it will be intensified in terms of conflicts.You cannot expect China and US suddenly find a way to set down those disputes become the partners. If that happens, it means our theories are wrong. And actually, why the China-US conflicts are increasing and intensifying. It’s because now we’re in a bipolar configuration. The power structure is not multipolar.

 

The power structure is not multipolar. The current power structure is bipolar. And in the IR community, we all agree the situation after the World War One was multipolar, and after World War Two is bipolar.

 

What I mean is that the historic experience tells us, today we still have to understand what the international configuration is. It is not multipolar, not unipolar, it is bipolar, because except China no other major powers have capability or national power that account for 1/3 of the United States. None of them, except China. I don’t know how exactly we can do the measurement, but at least China’s capability is larger than 1/3 of the United States, possibly I would say 2/3 of the US.

Well, I won’t go into the five scenarios at this point though they are worth reviewing. The point here is to raise concern over analyses that are largely driven by structure rather than dynamics generated by policy – security, economic and political. These are the drivers that shape international outcomes. It is difficult at this moment to determine whether the structure is slightly less hegemonic, or is already bipolar, or in fact has become multipolar. The real analytic need, however, is to focus on the leading states and their foreign policy determinations. Structure is there, of course, but it does not drive foreign policy action or outcomes.

This Post first appeared at my Substack, Alan’s Newsletter. All comments and free subscriptions are welcome

Image Credit: Clarence Gu

 

Leadership – or Not

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The killing of Yahya Sinwar in Gaza, as many observers have suggested, may impact on the continuation, or a possible cessation of the conflict in Gaza. Some like Tom Friedman of the NewYork Times, and other commentators have even suggested that it could have possibilities beyond just the Gaza conflict. But all this rightly raises again the influence – and dare I say the leadership – of the United States. This question of US leadership brings attention not just to Israel and the region but beyond and raises real questions of US leadership with the global order.

On the Middle East front the US has expressed strongly its belief that it is time to end the war. As David Sanger of the NYTimes suggested in his  analysis of the current state of relations:

Within hours of the death of the Hamas leader Yahya Sinwar on Thursday, President Biden and his aides scrambled to design one last push for a broad de-escalation of violence in the Middle East: a cease-fire and hostage deal in Gaza, a pullback from Israeli attacks on Hezbollah in Lebanon, a confident declaration of victory by Israel that might allow it to forgo a major retaliation against Iran.

It is time for this war to end,” Mr. Biden said as he emerged from Air Force One when it landed outside Berlin late Thursday. He added that he had called Prime Minister Benjamin Netanyahu of Israel and urged him to “move on” from the war and focus on building a new political landscape for the region.

Tom Friedman elaborated on what was required beyond just a ceasefire, if the cessation is to have a real impact on international stability:

The broad idea is for the Palestinian Authority president, Mahmoud Abbas, to agree to appoint the economist and former P.A. prime minister Salam Fayyad — or someone of his sterling reputation for incorruptibility — as the new Palestinian prime minister to lead a new technocratic cabinet and reform the Palestinian Authority, root out corruption and upgrade its governance and security forces.

Such a reformed Palestinian Authority would then formally ask for — and participate in — an international peacekeeping force that would include troops from the U.A.E., Egypt, possibly other Arab states and maybe even European nations. This force would be phased in to replace the Israeli military in Gaza. The Palestinian Authority would then be responsible for rebuilding Gaza with relief funds provided by Saudi Arabia, the U.A.E. and other Arab Gulf states, Europeans and most likely the U.S.

 

A reformed Palestinian Authority, with massive Arab and international funds, would attempt to restore its credibility in Gaza, and the credibility of its core Fatah organization in Palestinian politics — and sideline the remnants of Hamas.

The problem, at least immediately, however, is as David Sanger points out is that there is no interest by Prime Minister Netanyahu, it seems at this moment, to accept even a ceasefire let alone steps beyond:

Nothing in his face-offs with Mr. Netanyahu suggests that the Israeli prime minister will take his advice or seize the chance to turn the military victories into a lasting political accomplishment. One of Mr. Biden’s senior aides said the administration’s concern was that the killing of Mr. Sinwar, and before him the killing of the Hezbollah leader Hassan Nasrallah, ratifies in Mr. Netanyahu’s mind his certainty that he was right to deflect American calls for de-escalation over the past few months.

These observations seem to target the immediate difficulties that such a US plan envisages. But it is beyond that. The underlying question that is there, and ultimately more impactful, is the influence of the US in this situation but beyond it in other international arenas such as the Ukraine, the South China Sea and Taiwan. What is the capacity and policy chops of the US to influence and indeed to pressure allies and foes alike to accept outcomes that the US identifies as improving the state of relations and hopefully terminating conflict and stabilizing, or even possibly improving relations among the countries and more broadly the system?

As Ross Douthat of the NYT recently wrote in an article titled, “America needs a President”:

In neither case, though, does the world’s most powerful country seem to have a real handle on the situation, a plan that it’s executing or a clear means of setting and accomplishing its goals.

He further argues:

Scenarios where great powers end up led around by their allies and clients are not historically unusual. But it’s hard to escape the impression that America’s current difficulties are linked to a very specific problem: the vacuum at the heart of this presidency, the slow fade of Joe Biden from the normal execution of his duties, the general uncertainty about who is actually making decisions in U.S. foreign policy.

But it seems to me that a focus on the twilight of the Biden years as an explanation for US inability to shape conflict outcomes is a bit of a cop out. Rather as I see it, it seems to me that the US has come to a point where it is unwilling to fashion credible threats on friends and more importantly on foes. The key action mechanics of leadership – credible threats and equally credible assurances – are increasingly missing.  As noted by Douthat:

Today’s restoration of deterrence could become tomorrow’s overreach or quagmire. For another, America has global responsibilities, not just regional ones, and a widening war in the Middle East could be bad for the American position in Asia and Eastern Europe no matter its outcome for the immediate participants. If the United States can’t exert real leverage over countries that it arms and supports, a weakening Pax Americana will end up hostage to too many interests not our own.

And that is the concern and the nub of the global order issue. And while there is a reflection, as noted above, that it is this President who has lost influence recently as he comes to the end of his Presidency, the weakness of America’s efforts extend beyond this, it appears to me.

The dilemma in my mind lies more with the rise of nationalist, even populist politics. We need not go to the most extreme versions of this populist view, as expressed by Donald Trump.The fact is it has spread to Democratic politics with Biden but it would appear with his advisers and to Democratic Presidential candidate, Vice President Harris as well. It can be seen most prominently with US trade policy. You need go no further than this administration’s determined effort to neuter the international trade dispute mechanism, the WTO. In addition, it extends to the growing willingness of US administrations, starting with Trump but infecting the Biden administration also to use tariffs, and increasingly so, as a trade policy. Michael Froman, currently President of the Council on Foreign Relations, and who served as the U.S. Trade Representative from 2013 to 2017 during the Obama Administration has examined current US trade policy:

For much of the last century, in response to the disastrous 1930 Smoot-Hawley tariffs, the United States’ international economic policy was focused on liberalization and integration. Competitiveness, efficiency, and growth were the metrics of success. This framework achieved many of its objectives, contributing to the biggest reduction in poverty in human history, opening vast new markets to U.S. exports, and greatly strengthening the comparative advantage of U.S. firms. At the same time, attention it paid to particularly vulnerable groups of workers and their communities. The advent of China as a strategic competitor further highlighted the limitations of that approach. The rules-based system was not designed to accommodate an economy that is so large and so integrated and yet is determined to follow a fundamentally different set of rules.

The result is the enlargement of protectionism signaled by National Security Adviser, Jake Sullivan:

April 2023, U.S. National Security Adviser Jake Sullivan delivered a critique of the neoliberal consensus that had served as the foundation for international economic policy for nearly a century. In a prominent speech, Sullivan suggested that the United States was moving on from an agenda of global integration and trade liberalization.

 

To protect Americans and to take on China, Sullivan contended, Washington would no longer shy away from raising tariffs, imposing restrictions on exports and foreign investment, and engaging in domestic industrial policy. It was an important speech for a number of reasons, not the least of which was that it was delivered by the national security adviser, not the treasury secretary, commerce secretary, or U.S. trade representative. …

 

Consistent with Sullivan’s framework, the Biden administration has embraced a range of economic tools: export controls, restrictions on inward and outbound foreign investment, tariffs, industrial policy, and antitrust enforcement. Many of these tools enjoy broad bipartisan support.

 

If they are to form the basis of a new, enduring Washington consensus, however, the next president—whether Trump or Kamala Harris—will need to develop a more systematic approach to using them. That means understanding their limitations, developing principles to guide their use, and grappling fully with the tradeoffs they involve.

But I am not heartened by this approach on trade, and the wider implications of a nationalist approach to policy well beyond trade policy. The direction of US leadership is troubling. We are only too aware of where it could go with Trump but the signals are not positive for a Harris administration either.

Image Credit: US Institute for Peace

This Post first appeared at Alan’s Newsletter and is a Substack Post from there. All comments and free subscriptions are welcome.

https://open.substack.com/pub/globalsummitryproject/p/leadership-or-not?r=bj&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

 

 

The Changing Shape and Influence of the Informals

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The UN General Assembly’s High Level Week has come and gone. And so has the unique UN gathering – The ‘Summit of the Future’ with the passage of the long anticipated, ‘Pact for the Future’. So, it’s not surprising that those of us concerned with global governance, global order and global summitry have turned our attention to the – Informals and most evidently the upcoming two Summits – the G20 Summit hosted this year by Brazil and the BRICS+ Summit hosted by none other than Russia. As it turns out, the third key Informal, the G7 has already been held by Italy in Apulia on June 13-15th.

The Informals emerged in 1975 with the creation of the G6 then the G7 a year later. While the G7 enlarged to the G7/8 in 1998, with the inclusion of Russia, it returned to being the G7 in 2017 when Russia that had been suspended with its annexation of Crimea in 2014, abandoned the Informal for the G20. The G20 began in 1999 with finance ministers and central bankers. It evolved into a leaders summit with the global financial crisis in 2008. The G20 members in attendance at the first Leaders’ Summit called by George W. Bush were: Argentina, Australia, Brazil, Canada, China, France, Germany, India, Indonesia, Italy, Japan, Republic of Korea, Mexico, Russia, Saudi Arabia, South Africa, Türkiye, the United Kingdom, and the United States. The BRICs called their first leaders gathering in Yekaterinburg Russia in 2009. It emerged as the BRICS with the addition of South Africa at the Sanya China meeting in 2011.  These three, the G7, the G20 and the BRICS have remained the key informal annual leaders’ summits. The question remains, however, how effective have these 3 Summits been? Have they been able to shape the global order and advance collective global governance leadership? In other words, have they been effective?

Let me first focus on the BRICS+. This year’s gathering is the first convening of the BRICS+, an enlarged BRICS group. This year’s Summit is significant for the current member enlargement but also for its hosting by Russia. Yes, this year the BRICS+ is hosted by Russia – a pariah for the West due to the Ukraine War. My colleague, Stewart Patrick, a senior fellow and director of the Global Order and Institutions Program at the Carnegie Endowment for International Peace (CEIP) published a BRICS+ piece on September 9, titled, “BRICS Expansion, the G20, and the Future of World Order”. On the first point, enlargement, Stewart suggests:

Putin has also invited more than two dozen other countries that have applied for or are considering membership in the expanding club. The gathering is meant to send an unmistakable signal: Despite the West’s best efforts to isolate it, Russia has many friends around the world.

This meeting in Russia will take place in Kazan the capital of Tatarstan. In addition to the original members – Brazil, Russia, India, China and South Africa, besides all the many invited guest there are the new members: Egypt, Ethiopia, Iran, Saudi Arabia, and the United Arab Emirates (UAE), though it should be noted that Saudi Arabia has technically not accepted membership but will attend in any case. Now Stewart’s explanation for this expansion:

No doubt, BRICS expansion evinces a growing global dissatisfaction with and a determination to challenge the structural advantages that advanced market democracies continue to enjoy in a global order that was in many respects made by the West, for the West. Reducing those exorbitant privileges, including by creating alternative, parallel institutions, is the fundamental purpose of BRICS+.

And the prospects of further expansion is highly possible. According to Putin, as described by Stewart:

According to Putin, thirty-four countries have expressed an interest to join the club, “in one form or another.” Some two dozen countries have reportedly applied for membership, among them Algeria, Azerbaijan, Bahrain, Bangladesh, Belarus, Bolivia, Cuba, Kazakhstan, Myanmar, Nigeria, Pakistan, Senegal, Thailand, Venezuela, and Vietnam. More may be waiting in the wings, like Indonesia, which applied and then withdrew its application a decade ago. The most recent applicant is Türkiye, a member of NATO—albeit one that seeks to keep its options open. The group, in other words, seems destined to expand.

So what are the goals and how effective has the current BRICS+ been. As noted above, the BRICS+ members loudly proclaim the need to add the Global South to the major multilateral institutions whether the UN, and especially the UN Security Council, or the major financial institutions, the World Bank and the IMF.

At the extreme, according to my colleague Oliver Stuenkel and his co-author Alexander Gabuev in a recent article in Foreign Affairs, titled, “The Battle for the BRICS: Why the Future of the Bloc Will Shape Global Order”:

Putin summarized the agenda of Russia’s BRICS presidency in remarks in July as part of a “painful process” to overthrow the “classic colonialism” of the U.S.-led order, calling for an end to Washington’s “monopoly” on setting the rules of the road.

But the makeup today, and likely in the near future, has its limitations as described by Oliver and his co-author:

But despite its allure, the club must grapple with an internal fissure. Some of its members, chief among them China and Russia, want to position the grouping against the West and the global order crafted by the United States. The addition of Iran, an inveterate adversary of the United States, only deepens the sense that the group is now lining up on one side of a larger geopolitical battle. Other members, notably Brazil and India, do not share this ambition. Instead, they want to use BRICS to democratize and encourage the reform of the existing order, helping guide the world from the fading unipolarity of the post–Cold War era to a more genuine multipolarity in which countries can steer between U.S.-led and Chinese-led blocs.

There clearly are differences in the view of its members as to what this Informal is designed to accomplish. And evidently not all members are equal. In particular China exerts strong influence on the original members and it, along with Russia, have pushed for expansion notwithstanding Brazil and India’s reticence:

Brazil and India are therefore wary of the BRICS’ hardening orientation. Both were initially opposed to China’s push to expand the group, which Beijing first proposed in 2017 under the rubric of “BRICS Plus.” Brazil and India were keen to retain the club’s exclusivity, worried that adding more members to the bloc would dilute their own influence within it. In 2023, China stepped up its diplomatic campaign and pressured Brazil and India to support expansion, mostly by casting their resistance as tantamount to preventing the rise of other developing countries. Keen to preserve its own standing in the global South, India dropped its opposition, leaving Brazil no choice but to go along with expansion. Brazil did lobby against adding any overtly anti-Western countries—an endeavor that failed spectacularly when Iran was announced as one of the new members that year.

It appears that the BRICS+ has taken on what appears to be a growing anti-western tilt and in the extreme case an anti-US position. In particular Russia, given its experience of US and European sanctions since the outbreak of war between Russia and Ukraine has urged the toppling of the US dollar dominance according to Alexander and Oliver:

In this fight against the Western “monopoly,” Putin identified the most important campaign as the quest to weaken the dominion of the dollar over international financial transactions. This focus is a direct result of Russia’s experience with Western sanctions. Russia hopes that it can build a truly sanctions-proof payments system and financial infrastructure through BRICS, involving all member countries.

But what has the BRICS accomplished beyond expressing distaste for the current global order leadership.

Stewart targets what he sees as the goals of the BRICS+ on the differences within:

On its face, BRICS+ is a formidable economic bloc,comprising half of the world’s population, 40 percent of its trade, and 40 percent of crude oil production and exports. The coalition can use this leverage not only to demand a more equitable international order but also to act on those ambitions, for instance by establishing a parallel energy trading system, deepening commercial links among members,creating an alternative system of development finance, reducing dollar dependence in foreign exchange transactions, and deepening technology cooperation in fields from AI to outer space. Expect BRICS+ to seek opportunities in each area.

Stewart also applauds various group actions:

Like the G7 and G20, the BRICS group has launched an expanding array of initiatives and partnerships across multiple issue areas, from energy to health to sustainable development. The result is an impressive and increasingly dense transnational latticework of networked minilateralism, with a heavy focus on South-South cooperation.

Yet the major collective BRICS efforts have been limited. In fact, we have two only: the New Development Bank (NDB) and a currency swap arrangement, the Contingent Reserve Arrangement (CRA) which has remained unused notwithstanding all the discussions of an alternative to the US dollar. As to the NDB it has not had a major financing impact with many criticizing it for relying too much on private financing. For an insightful discussion of the BRICS please listen to the podcast I undertook with York University’s Gregory Chin, “Summit Dialogue, S2, Ep 7, An Interview with Gregory Chin on the BRICS+ and the New Development Bank”

Frankly the collective efforts have been at best works in progress with far more rhetorical expression than practical implementation. As Stewart remarks:

To date, BRICS has been more effective at signaling what it is against—namely,continued Western domination of the architecture of global governance—than what it stands for.

And Alexander and Oliver further note:

In this fight against the Western “monopoly,” Putin identified the most important campaign as the quest to weaken the dominion of the dollar over international financial transactions. This focus is a direct result of Russia’s experience with Western sanctions. Russia hopes that it can build a truly sanctions-proof payments system and financial infrastructure through BRICS, involving all member countries.

The talk of de-dollarization is rife but the dethroning of the dollar is nowhere to be seen at the moment. So that is a first look at the expanded BRICS.

What then is the current status of the G20? First it should be noted the G20 has enlarged as well with the addition of the African Union in 2023. A key strength of the G20, unlike the G7, is that the G20 includes advanced economic and Global South members. In principle this wider membership corrects for the skewed membership of the G7 where no significant Global South members are present. This evident avantage has however fallen to the tensions generated in a far more geopolitical tense international system. Stewart reflects on the impact of the rising geopolitical tensions:

Of particular concern is the future of the Group of 20 (G20). Even before BRICS expansion, it had become a microcosm of growing global rifts. A further hardening of these divisions would undercut the G20’s fundamental raison d’être: namely, to help bridge gulfs between—and leverage the capabilities of—important countries that are not inherently or necessarily like-minded.

 

Among the biggest uncertainties is what impact the BRICS+ will have on the role and functioning of the G20, which will hold its own summit in Rio de Janeiro on November 18–19 under this year’s chair, Brazil.Since the G20’s elevation to the leader level in 2008, one of its ostensible comparative advantages has been that it provide a setting for flexible coalitions of consensus to emerge that transcend rigid blocs.

 

The expansion of BRICS certainly has the potential to exacerbate these dynamics, by splitting the G20 into opposed G7 and BRICS+ factions.

Though much anticipation was paid to the G20 broad membership, the geopolitical and now the ant-Western tensions reflected in the BRICS+ may hobble the very needed collective global governance efforts ascribed to the G20.

We will come back to the G20 as we approach the G20 Summit scheduled for November 18th and 19th, in Rio de Janeiro as we look to take the measure of G20 effectiveness.

Image Credit: LinkedIn

This Post was originally posted at my Substack, Alan’s Newsletter: https://open.substack.com/pub/globalsummitryproject/p/the-changing-shape-and-influence?r=bj&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true