Follow the link for a full transcript of "Global Threats Today: The 2024 Edition."

Illiberal Actors Are on the Move  |  Amichai Magen

Around the world, we are seeing a new axis of influence coalescing. Some have called it the "axis of misery" or the "axis of resistance." It is composed of Russia and Iran and North Korea, with a lot of Chinese involvement as well. It is transforming our international system in unbelievable ways. It is united by the desire to dismantle the liberal international order, and we're starting to see the nature and the interconnectivity of this new axis of chaos much more clearly. 

You see North Korean soldiers fighting for Putin in Ukraine. You see Putin helping the Houthis attack international Western shipping in Yemen. We see North Korean tunnel technology turn up in Lebanon with Hezbollah and then with Hamas in Gaza. The interconnectivity is something that we really need to know much more about.

Historically, emperors, kings, dukes, used to spend 50% of their resources on preparing for war or waging war. But in the post-Second World War era, we built a critical norm that we've called the liberal international order. And the miracle of the liberal international order is that we've managed to take global averages of defense spending from about 50% to a global average of about 7%. And the resulting surplus wealth has allowed us to invest in education, health, and scientific discovery.

What is at stake now is the possibility of a return of a norm where states are destroyed and disappear. And we have currently three states in the international system, at the very least — Ukraine, Israel and Taiwan — that are at risk of annihilation. To that end, we must articulate a positive strategic vision for the Middle East that will strive towards a two state solution, that would give the Palestinian people the dignity and the freedom that they deserve alongside a safe and secure Israel, and that will leverage the new spirit of cooperation that exists in the Middle East.

If we allow the norm of the non-disappearance of state to erode and collapse, we will go back to the law of the jungle, where we will have to spend so much more money on the wrong things. That is what is at stake in Ukraine, in the Middle East, and with Taiwan.
 

Challenges to Democracy Come From Within |  Didi Kuo

Many people think that the threat to democracy comes from outside our borders, particularly from countries like Russia and China that are asserting themselves in new and aggressive ways.

But the real threat to democracies that we're seeing across the globe is coming from within. Leaders come to power through democratic means, but then they begin to erode power from within. They attack the electoral system and the process of democratic elections, and they take power from other branches of government and aggregate it to themselves within the office of the executive. 

The good news is there are examples of countries like France, Brazil, and Poland where illiberal leaders have been stopped by pro-democracy coalitions of people who came together. These coalitions don't necessarily agree with each other politically, but they've come together and adapted in order to foreclose on these anti-democratic forces. 

That flexibility and adaptability is the reason democracies succeed. We see this over and over again in the the United States. When our institutions have become out of date, we've changed them. We extended suffrage, first to Black Americans who were formerly enslaved, then to women, then to Native Americans. We eliminating poll taxes and rethought what it means to have a multiracial democracy. We have a long track record of making changes.

Today in 2024, some of our democratic institutions are antiquated and don't reflect our contemporary values. This is a moment where we should lean into that flexible strength of democracy and think about institutional reforms that will both strengthen our system against illiberal creep and help us better achieve the ideals that we aspiring to as a people.
 

Ukraine Is Not Fated to Lose |  Steven Pifer

There's a narrative that's taking place that Russia is winning the war, Ukraine is losing, and it's only a matter of time. And it is true that Russia has captured a bit more territory than they occupied at the start of the year. But they've only achieved that at enormous cost.

As of September, the Pentagon says Russia had lost 600,000 dead and wounded soldiers. To put that in context, in February of 2022 when this major invasion began, the total Russian military — not just the army, but the total Russian military — was 1.1 million people. And the British Ministry of Defense earlier this week assessed that Russia now is losing 1,200 soldiers killed or severely wounded per day. You have to ask how long that's sustainable.

When I talk to Ukrainians, they still regard this war as existential. They're very determined to win, and we need to do a better job of supporting that. A stable and secure Europe is vital to America's national security interests, and you're not going to have a stable and secure Europe unless there's a stable and secure Ukraine. So we need to both provide them the weapons they need and relieve some of the restrictions we currently have and allow the Ukrainians to use those weapons to strike military targets in Russia.

Because we have to ask ourselves: what does an emboldened Vladimir Putin do if he wins in Ukraine? I don't think his ambitions end with Ukraine, perhaps not even with the post-Soviet space. There's going to be a much darker Russian threat hovering over Europe if Putin wins. So let's not count the Ukrainians out.
 

China Isn't Going Away Anytime Soon  |  Oriana Skylar Mastro

There is a lot of discussion right now about the fact that the economy in China is slowing down and its demography is undergoing significant changes. What I'm here to tell you is that the challenge of China is not over, and is not going to be over any time soon. China has built power in a different way than the United States, and we have to reassess how we understand that power if we want to effectively deter, blunt, and block them from acting out in ways that threaten our partners and allies.

Since the 1990s, China has developed a significant amount of political, economic, and military power. They've gone from having an economy smaller than France’s  to the second largest in the world. They've gone from not being involved in international institutions to a great degree, not even having diplomatic relations with major countries like South Korea, to now having stronger and greater diplomatic networks, especially in Asia, than the United States.

What we really need to understand is that the U.S.-China competition is not about the United States or about China; it's about the rest of the world, and how the rest of the world sees us and how China interacts with us. The balance of power is shifting, and we have to be a lot smarter and a lot faster if we want to make sure it shifts in favor of our interests.

The United States hasn't had a comprehensive strategy towards the developing world in a long time. And we are running out of time to get that balance right in Asia. We don't have the right stuff. We don't have it in the right numbers, and it's not in the right place. Some of this is about deterring war over Taiwan, but it's also about generally maintaining peace and stability in Asia.
 

We're Doing Better (But Not Enough) on Climate Change |  Marshall Burke

Many people don't recognize how much progress we're actually making on climate issues. Emissions have fallen by 20% since 2005. We're actually speeding up the amount of substantial progress being made in reducing greenhouse gas emissions and dealing with the core climate change problem, which is the human emission of greenhouse gasses.

In the United States, the Inflation Reduction Act and the subsequent implementation of various rules the Biden administration has championed has given a huge boost in transitioning our economy to greener energy technologies, transportation technologies, and other kinds of infrastructure. We're moving a lot of cash to get that done, and the president is trying to get as much of it out the door as he can before his term ends.

Globally, the progress has been less rapid. Emissions are roughly flat. But overall, we're still making progress. I co-teach an undergraduate class on climate change, and we've had to update our slides on how much warming we're expecting over the next century. We thought it was going to be four degrees Celsius. Now we think it's going to be something between two and three degrees Celsius.

But the flip side of that is that we're still going to get warming of two to three degrees Celsius. We're already experiencing warming of about a degree Celsius, which is about two degrees Fahrenheit, and it's projected that we're going to get another three to five degrees Fahrenheit by the end of the century. That is a lot of warming, and we are not prepared to deal with it. We need to do much more on mitigation and much more on adaptation if we're going to meet the realities of living in a changing climate.

So we've had progress on the one hand, but there's still a lot of work left to do in the coming decades.
 

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Impacts on Russia, Ukraine, and Beyond

Michael McFaul

The implications of the 72-hour mutiny will last much longer and extend much further beyond Rostov and Moscow, says FSI Director and former U.S. ambassador to Russia Michael McFaul.

Speaking with Madeline Brand of KRCW, McFaul outlined the difficult situation Putin now finds himself in.

“This whole series of events has made Putin look a lot weaker than he looked three or four days ago. The very fact that the Wagner group exists is a sign of weakness. Putin needs them because he couldn’t rely on his armed forces.”

Elaborating further on Putin’s dilemma, McFaul says:

“As those mercenaries were getting closer to Moscow, Putin went on TV and sounded very macho, calling Prigozhin’s men traitors and promising to crush them, but then four hours later, he capitulates and starts to negotiate. And now he’s given another speech where it sounds like he’s pleading with these mercenaries to lay down their weapons and join the Russian forces. That clearly shows he hasn’t resolved this Wagner crisis yet.”

McFaul predicts that Putin’s remaining partners are also taking note of his fumbled reaction to the rebellion.

“​​If you’re Xi Jinping watching this, the big bet you made on Putin as a partner in opposing the West is looking really problematic right now.”

What Chinese officials fear most, McFaul explained to MSNBC’s Jonathn Capehart, is instability and dissolution, both internally and amongst their neighbors. Historically, the collapse of the Soviet Union was a catastrophic event for Chinese Communist Party officials, and a lesson the current leadership is loath to repeat.

McFaul asserts that, “The longer Putin’s war in Ukraine goes, the more probable it becomes that Russia becomes more unstable. The longer this war goes on, the more likely it is we could see something like this play out over and over again. So I would hope that Xi Jinping understands that putting pressure on Putin to end the war in Ukraine is the best way to prevent chaos on China's borders.”

There are also important lessons the United States and its allies need to consider when evaluating the kind of support they are willing to give Ukraine as the war wears on.

“Putin capitulated very fast, and I think that says a lot about how he’s going to fight in Ukraine and whether he needs an ‘off ramp’ like we’ve been saying. We’ve heard all of these arguments that if he’s backed into a corner he’ll never negotiate. Well, this weekend Putin was in a corner, and he didn't double down. He didn't escalate. He negotiated,” McFaul observes.

Continuing this thought on his Substack, McFaul emphasized that, “The lesson for the war in Ukraine is clear. Putin is more likely to negotiate and end his war if he is losing on the battlefield, not when there is a stalemate. Those who have argued that Ukraine must not attack Crimea for fear of triggering escalation must now reevaluate that hypothesis. The sooner Putin fears he is losing the war, the faster he will negotiate.”

Or, as McFaul writes in Journal on Democracy, “Anything that weakens Putin is good for Ukraine. It is as simple as that.”  

Fallout on Nuclear Security and Norms

Rose Gottemoeller

Throughout the full-scale invasion of Ukraine, there have been concerns about nuclear sabre rattling by Putin and Kremlin-backed propagandists. Writing in the Financial Times, Rose Gottemoeller, the Steven C. Házy Lecturer at CISAC and former Deputy Secretary of NATO offered this insight:

“The fixation with nuclear apocalypse seems to be the symptom of a wider anxiety that the west is bent on Russian dismemberment because of its aspirations in Ukraine. The Kremlin argues that it only wanted to resume its ancestral right to a Slavic heartland, but that the U.S. and NATO are seeking as punishment Russia’s full and complete destruction as a nation state.”

Gottemoeller has been quick to condemn Putin’s casual threats of nuclear use and clear in her recommendations to the U.S. administration and its allies to find constructive ways to keep nuclear arms talks open despite the war in Ukraine and setbacks like Russia’s suspension of its participation in the New START Treaty.

The Wagner takeover of Rostov-on-Don adds a new layer to the security concerns surrounding Russia’s nuclear posture. Looking at the evolution of Putin’s nuclear rhetoric over the last 18 months, Gottemoeller writes:

“Putin embraced nuclear weapons to keep the United States and its NATO allies off his back and out of his way as he pursued his adventure in Ukraine. It did not work out that way. The United States and NATO were not ready to fight inside Ukraine, but they were willing to do everything else to support Kyiv’s cause — economic, political, security and military assistance to ensure Russia’s defeat. Nuclear weapons failed Putin as a guarantee against external meddling.”

Turning to the events of the last week, Gottemoeller continues:

“We learned on June 24 that they are no help to him internally, either. He could not brandish nuclear weapons in the face of the Wagner Group uprising . . . Nuclear weapons are not the authoritarian’s silver bullet when his power is strained to the breaking point — far from it. In fact, they represent a consummate threat to national and global security if they should fall into the wrong hands in the course of domestic unrest.”

In light of Prigozhin’s mutiny, she urges global leaders to “focus on the problem, stop loose nuclear talk, and put new measures in place to protect, control and account for nuclear weapons and the fissile material that go into them.” 

The Unknown Unknowns of the Settlement

Steven Pifer

Major questions remain about the deal struck between Putin, Prigozhin, and Lukashenko. While Lukashenko has confirmed that the Wagner boss is now in Belarusian territory, it is unclear — and many feel, unlikely — that he will stay there in quiet retirement. 

Weighing in on Twitter, Steven Pifer, an affiliate at the Center for International Cooperation and Security and The Europe Center, and a former U.S. Ambassador to Ukraine, acknowledged, “We likely do not know all carrots and/or sticks that were in play to lead to Prigozhin’s decision to end his mutiny . . . Something does not add up.”

Following up in Politico, Pifer added:

“The ‘settlement’ supposedly brokered by President Alexander Lukashenko of Belarus leaves Putin, who was invisible during the day except for a short morning TV broadcast, as damaged goods. It provided the impression that all was forgiven, likely because the Russian president feared the prospect of Prigozhin’s troops parading in Moscow — even if they lacked the numbers to take control of the capital. It is harder to understand Prigozhin. His demands went unmet, yet he ordered his troops back to garrison, accepted that they might join the Russian army that he detests, and meekly set off for Belarus. There clearly is more behind this ‘settlement’ than we understand.”

An economist by training, Khanna advocates for new trade policies and strategic business partnerships to be front and center in U.S. diplomacy with China. This “rebalancing,” as Khanna termed it, is a call for both countries to pursue a fuller, more robust economic development strategy while continuing to engage with each other.

Drawing inspiration from President John F. Kennedy’s commencement address at American University in 1963, Khanna urged listeners not to view “conflict as inevitable, accommodation as impossible, and communication as nothing more than an exchange of threats,” when it comes to managing the U.S.-China relationship.

Instead, Khanna outlined four key principles he believes will be crucial to navigating the tense years ahead. These include:

1. An economic reset to reduce trade deficits and tensions
2. Open lines of communication
3. Effective military deterrence
4. Respect for Asian partners and robust economic engagement with the world

Khanna is clear-eyed that these goals will take time to realize. Bringing jobs back to the United States will require large investments in domestic infrastructure. Leaders in Washington will need patience, persistence, and help from partners outside of politics to bridge communication gaps and ensure Beijing picks up its phones in moments of tension. Reallocating defense spending in a way that is fair both to American taxpayers and partners like Taiwan will need cooperation from lawmakers on both sides of the aisle.

But Khanna is confident that these barriers can be overcome. 

“I believe a constructive rebalancing with China can maintain the peace,” he told the audience. “It will not happen overnight. It will not happen with one president or one congressman. But it will happen if all of us - military and business leaders, educators, unions, activists, foreign policy experts and students work toward this goal. [We will win by] helping our own nation flourish and by putting our system and our promise of freedom on display for the world to see.”

Click the link to read Congressman Khanna's full remarks on
"Constructive Rebalancing with China."

The Chinese surveillance balloon that began drifting across the United States on January 28 prompted headlines suggesting the incident was a foreboding indicator of malign United States-China competition. Some scholars, however, emphasized that these assertions were nothing but hot air. After all, the balloon is one of several that have been detected in the United States airspace since 2017, and merely a physical manifestation of an ongoing trend of Chinese espionage that is often much more clandestine.

So, what was it about this particular incident that generated such swift, bipartisan calls for a military response? Our recently-published research shows that it was more likely the unequivocal, timely public attribution of this surveillance balloon to its country of origin (China), rather than the actual effects of the surveillance or the more unusual means of its collection.

How valuable is surveillance? China is believed to have used surveillance balloons to collect intelligence for the past several years, though the origin of the balloon program has yet to be disclosed. These balloons have been observed in American airspace before–including four times during the Trump administration–as well as in airspaces throughout the world. China is not the only country to use this technology. In early February, South Korea also spotted a North Korean surveillance balloon over its territory.

Continue reading at thebulletin.org

Click the link for a full transcript of “What We Need To Talk About When We Talk About Taiwan.“

The Likelihood of Invasion

In stark terms, Oriana Skylar Mastro, a center fellow at the Freeman Spogli Institute for International Studies, believes there’s a 100% chance China will use some sort of force against Taiwan in the next five years. For the last twenty years, China has been making concerted efforts to modernize its military and increase its capabilities not only to assert force against Taiwan, but to deter intervention from the United States.

In the majority of scenarios, the United States wins in a conflict with China over Taiwan. But the United States also carries a distinct geographic disadvantage. The distance across the Taiwan Strait between the island and mainland China is approximately 100 miles, which is roughly the distance between Richmond, Virginia and Washington D.C. If China moves quickly, PRC forces could take Taiwan before U.S. forces have time to move into position.

When considering possible outcomes in Taiwan, it is equally important to consider the motivations driving Beijing’s ambitions. The leadership on the mainland has been planning and thinking about how to retake Taiwan since 1949. With the modernized capabilities coming online, the balance of power has shifted in China’s military favor, and the cost-benefit calculus favors Beijing’s ambitions. The long-term planning stage is now reaching its end, and the prospects of direct action are increasing.

The View from Taipei

Political leaders in Taiwan recognize the growing danger they face across the Strait. In Larry Diamond’s assessment, the end of Hong Kong's autonomy and the suppression of the “one country, two systems” model, the rising military incursions into Taiwan's air defense identification zone and coastal waters, and the whole rising pace of Chinese military intimidation has sobered Taiwan and visibly impacted Taiwanese public opinion.

Concerningly though, while the political elite recognize the real and present danger of the situation, polling of the general Taiwan public suggests that the vast majority of citizens still feel like an attack or an invasion by China is unlikely. Similar majorities suggest that they would be willing to fight in Taiwan’s defense, but volunteering for military service remains at a minimum.

To maximize safety, Taiwan needs to find ways to strengthen itself in its ability to defend, resist, and deter China, while still avoiding any appearance of moving toward permanent independence or any other action that could be deemed by Beijing as a provocation, says Diamond.

What the United States Can Do

When it comes to the defense of Taiwan, the strategic crutch hobbling the United States is geography. Most of the U.S. Pacific forces are not in Asia. The majority are in Hawaii and California, as well as a few bases and airfields in Japan. To be able to effectively deter China, the U.S. needs far greater forward deployed military capability in order to be able to either stop or stall the movement of Chinese troops into Taiwan, says Mastro.

Taiwan needs greater onshore military deterrence capabilities as well. One such strategy is the “porcupine approach,” which increases the number of smaller mobile lethal weapons. By Larry Diamond’s assessment, increased citizen participation in military training is also crucial, with an emphasis on weapons training and urban defense tactics. The U.S. could support these aims by overhauling the current system for weapons procurement to speed up the production and delivery of weapons systems not just for Taiwan, but to the benefit of U.S. defense and other contingencies as well. Working with leadership to create strategic stockpiles of food, and energy should also be a priority, says Diamond.

The U.S. also needs to put much more effort into its diplomatic efforts on behalf of Taiwan. Many U.S. allies and partners are reluctant to ostracize China because of economic ties and concerns over sparking their own conflict with China in the future. A key ally in all of this is Japan. If Japan fights with the United States on behalf of Taiwan, it is a guaranteed win and enough to effectively deter China. But much more needs to be done much more quickly in order to secure those guarantees and present them in a convincing way to Beijing.

“The clock is ticking,” Larry Diamond says. “And the problem is we don’t know how fast it’s ticking. “Taiwan is moving in the right direction. But we need to move faster than we're moving.”

Just days into Russia’s invasion of Ukraine, Dmitri Medvedev, the former president and prime minister of Russia, took to social media to post a chilling message. He raged against Western sanctions on his country and suggested darkly that Russia could rip up some of its most important agreements with the West. He mentioned the New START treaty, the nuclear arms reduction agreement signed with the United States over a decade ago, but the threat was broader still: the sundering of all diplomatic ties with Western countries. “It’s time to hang huge padlocks on the embassies,” he wrote.

Read the rest at Foreign Affairs

After months of watching hundreds of new nuclear missile silos being dug in the dirt northwest of Beijing, it is welcome news that President Joe Biden and Chinese President Xi Jinping seemingly agreed at last week’s summit on the need for strategic stability talks. Strategic stability — the idea that nuclear-armed countries should not be able to gain decisive advantage over one another — has taken on new importance as China expands and modernizes its nuclear arsenal.

China is expected to quadruple its number of warheads in the next decade, and is upgrading its nuclear capabilities with new missiles, submarines and bombers. Over the summer, it reportedly fired a missile from a hypersonic glide vehicle while testing its fractional orbital bombardment system (FOBS) — a technical advance that, if true, means the Chinese can attack targets from space with nuclear weapons. Although China insists it will never be the first to use nuclear weapons, this claim has less credence than in the past, when the country’s nuclear force was much smaller.

Read the rest at Politico