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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Scholars hosted by the Visiting Fellows in Israel Studies program at the Freeman Spogli Institute for International Studies (FSI) on October 27 discussed the lessons of the 1973 Yom Kippur War and its relevance for understanding the current Israel-Hamas war.

The seminar, “1973 Yom Kippur War: Lessons to Remember,” was moderated by Larry Diamond, the Mosbacher Senior Fellow in Global Democracy at FSI who is also leading the Visiting Fellows in Israel Studies program at FSI. 

In his opening remarks, Diamond said, “Our hearts go out to the people of Israel and this struggle they have now in the wake of one of the most horrific terrorist attacks in anyone’s living memory, maybe the most horrific. And to all of the people in Israel and Gaza, who are innocent people who’ve lost their lives.”

Speakers included Or Rabinowitz of the International Relations Department of the Hebrew University of Jerusalem and a visiting associate professor at FSI’s Center for International Security and Cooperation (CISAC); Gil-li Vardi, a former visiting scholar at CISAC and Stanford history lecturer; Professor Emeritus Meron Medzini of the Hebrew University of Jerusalem and former Israeli Prime Minister Golda Meir’s spokesperson during 1973–1974; and Ron Hassner, the Chancellor’s Professor of Political Science and Helen Diller Family Chair in Israel Studies at UC Berkeley. 

Israel’s Nuclear Question

On October 6, 1973, an Arab alliance of Egyptian and Syrian forces launched a surprise attack on Israel on Yom Kippur – the Jewish holy day of atonement. The three-week conflict was one of the deadliest Arab-Israeli wars. It ended with an Israeli victory, shaping inter-state relations in the region for years to come.

Rabinowitz addressed the nuclear dimension of the Yom Kippur War, quoting Richard Nixon, who said in 1972, “The Israelis have nuclear weapons. I’m not going to tell you how I know, but I know that.”

She said a “partial picture” exists of Israel’s nuclear capabilities during the 1973 conflict, and more research needs to be done. Back then, Israel and the U.S. had reached an understanding about Israel’s “ambiguous nuclear posture,” as well as an agreement that any U.S.-made fighter jets would not be used to deploy nuclear weapons. Regarding nuclear-equipped missiles, “we have to take it into account that this was probably a political signaling which wasn’t backed by an actual ability to put in a nuclear warhead on the ballistic missile, but we just don’t know,” Rabinowitz said.

She added, “I am convinced that Golda Meir would have shown nuclear restraint, even if a bilateral understanding had not been in effect with the U.S. – because it made sense, there were moral clouds, and the Israeli objective was to align itself with the U.S. and guarantee further collaboration, and that would have just backfired.”

An Evolving Military Strategy

Vardi said the Yom Kippur War generated a huge incentive for the U.S. military and others to later develop the “AirLand Battle Doctrine,” which emphasizes close coordination between land forces acting as an aggressively maneuvering defense, and air forces attacking rear-echelon forces feeding those front-line enemy forces. 

“It also taught the military leadership in Israel that their instincts are the right ones, that they should always be on the offensive. If war is coming, then they should always be very active about it – active to the point of aggression,” she said.

As for Egypt, Vardi said, they weren’t planning an all-out war against Israel if they didn’t receive help from the Soviet Union or elsewhere, and their tactical goals were therefore limited.

She also noted Israel’s battle doctrine, which rests on three pillars – deterrence, intelligence, and military decision-making, as well as a defensive strategy to be executed offensively, by transferring the battle to enemy territory.

This doctrine failed on October 7 when Hamas attacked Israel, killing more than 1,400 people in Israeli territory. “Israeli security perceptions will need to change,” Vardi said.

Confronting Hamas

On October 7, Medzini said, Israel was dealt its worst blow since 1948. “Totally unprepared, wrong intelligence, the army in disarray, leadership, very poor response. And, parts of proper Israel were occupied by Palestinians with a huge number of casualties.”

He said, “The entire country was stunned. How could this happen to us?”

The Yom Kippur War was totally different than today’s conflict between Israel and Hamas, Medzini said. In 1973 it was launched by mostly secular governments in Egypt and Syria, whereas Hamas is a religious organization. 

“We thought in terms of Western thinking or Arab thinking. We did not take into account that Hamas is a religious organization. If you read their covenant, if you look at the logo, it’s not only to destroy the Jews of Israel, it’s to destroy the Jews” everywhere, Medzini said. 

Hassner said Israel’s opponents erred during the Yom Kippur War by believing the Israelis would be unable to mobilize quickly. 

“Mobilization turned out to be very easy,” he said, “because everybody was in the same place. Everybody was in the synagogue. And so, unit commanders just went to the nearest synagogues and told all the young men to come out. The roads were empty, which the Egyptians seemed to be unaware of. Mobilization to the front may have happened at twice the speed at which the Israeli military had planned to mobilize, because nobody else was on the road.”

Also, Hassner said, a backlash effect can exist if one is attempting to exploit their opponents’ religious holiday – “you are going to unleash a certain amount of religiously motivated anger.”

Regarding Israel’s security situation today, Rabinowitz said Prime Minister Benjamin Netanyahu’s policies reflect a deep miscalculation of Hamas since the terror group rose to power in 2007 in the Gaza Strip. After Netanyahu took office in 2009, “he went on the record saying that his main mission is to strengthen Hamas” by favoring it over other Palestinian groups.

Medzini said Israel has to conduct a major operation in Gaza to make sure that Hamas loses its military and political capabilities. “You can’t kill an ideology. You can’t kill a religion. But you can certainly destroy a military capability and capacity,” he said. But, Medzini also noted, “Where do we go from here? What’s the end game?”

Diamond spoke of reigniting the peace process and bringing back the two-state solution in a very actual manner. “I’ll note what I think everybody in the room knows that if Hamas is removed from Gaza, something else needs to go and fill that gap.”

Scholars from the Freeman Spogli Institute for International Studies discussed the global and regional implications of Hamas’ terror attack during a webinar on October 13, 2023.

Larry Diamond, the Mosbacher Senior Fellow in Global Democracy at FSI and William L. Clayton Senior Fellow at the Hoover Institution, moderated the conversation. Speakers included Abbas Milani, the Hamid and Christina Moghadam Director of Iranian Studies; Ori Rabinowitz of the International Relations Department of the Hebrew University of Jerusalem and a visiting associate professor at FSI’s Center for International Security and Cooperation; and Amichai Magen, of the Lauder School of Government, Diplomacy, and Strategy, Reichman University in Herzliya, Israel, and the inaugural visiting fellow in Israel Studies at FSI. 

Israel declared war against Hamas after the terrorist group infiltrated the country on October 7, firing thousands of rockets at residential areas, killing civilians, and inflicting the most lethal attack on Israel since its founding in 1948.

Diamond said, “The brutal October 7 attacks on innocent Israeli civilians by the terrorist group Hamas constitute one of the most appalling incidents of terrorism in our lifetimes.” He noted that for a smaller country the size of Israel, when compared to the U.S., their death toll of 1,200 that weekend is equivalent to more than 40,000 Americans – or more than 10 times the U.S. death toll on 9/11.

Impact on Israelis

Rabinowitz said Israelis have been deeply affected by Hamas’ atrocities. “It’s trauma being compounded by failure of the Israeli state and the army institution to respond immediately to all levels of this. It really brought to the surface images of the Holocaust.” 

However, she said, Israeli civil society is strong and resilient, and it’s taking on the role of providing what the government's institutions and leadership should have provided more quickly after the attacks. “Soldiers called up for duty were driven to the front by their parents and by family friends,” for example, she said.

Magen said Hamas’ attacks shattered three fundamental myths for Israelis. One involved the notion that Israel could coexist with Hamas and Palestinian Islamic Jihad. The second illusion that broke was the belief that the government of Israel and the Israeli Defense Forces could effectively protect the civilian population.

“The reason why this is a much bigger trauma than Yom Kippur (in 1973) is because on Yom Kippur there was a very high military death toll, but the civilian population was protected,” Magen said. "However, this time, thousands of Israeli civilians were massacred before the Israeli state could even respond."

The third illusion, Magen said, was the belief that global jihad was non-existent in today’s world. “This is a cautionary tale – sometimes Israel is the canary in the coal mine. What happens in Israel today may tragically happen in the United States or elsewhere.”

Iran and Regional Implications

Milani noted the speculation about whether Iran ordered the attacks, but said that misses the larger picture. “Iran created Hamas in this sense. Iran is the architect of the narrative” that the future of the Middle East must not include Israel.

He said the only solution for lasting peace in the region is a two-state solution (with a Palestinian state) and an Iran with a democratic government. But extremists are in power in all the involved countries and now this outcome is even more difficult, said Milani. “Iran has been adamant in undermining the two-state solution.”

Milani also said the Hamas incursions should end the illusion shared by some in the West that you can make enough concessions to the Iranian regime and it will change its support for terrorism. 

“This regime is not going to abide by laws, it is not going to abide by its commitments. It is murderously suppressing the Iranian people,” he said.

Iran, Milani believes, sees the Hamas attacks as a major turning point in its bid for regional supremacy and the demise of Israel. It wants to undermine the delicate normalization talks between Israel, Saudi Arabia and other Arab countries. With Iranian-backed Hezbollah aiming more than 150,000 rockets at Israel, Iran is maneuvering for possibly a broader conflict and chaos that could see Israel confronting several fronts.

Milani added that his heart goes out to all the victims and the hostages of this ordeal, noting that the 2 million-plus citizens of Gaza are also hostages to this catastrophe. “Human beings should be considered as hostages in this brutal regime (Hamas).” Their lives should be protected as well, and this would be best for the future of the Middle East and for the future of Israel.

Factors Leading to Attacks

Rabinowitz said scholars in the future will need to examine how the more radical factions in the Middle East realigned and created such a situation, she said. 

Magen said Israel was too complacent in regard to their technologically-enhanced security systems, rife with domestic political polarization, and naïve that a deal could be struck with Hamas.

“Israel was clearly perceived to be vulnerable and divided internally, and the enemy pounced. We in Israel tend to think that we watch very carefully what is happening in the neighborhood, but the neighborhood also watches us,” he said.

With Iran nearing the nuclear threshold for a weapon of mass destruction, the West needs to be incredibly aware of this possibility, Magen said. 

Campus Conversations

Diamond and the scholars emphasized the need for civil dialogue and safe spaces for conversations on college campuses about the Israeli-Palestinian conflict. Rabinowitz said the Stanford community is well-positioned to achieve this. 

She said, “We’re not in Israel and Gaza, and we can use this opportunity to foster more dialogue between the different groups, between different students, and I think that is part of our jobs.”

Magen said, “We must create constructive spaces for empathic and sympathetic analysis, conversation, and engagement. We need to talk about difficult issues – we live in a difficult world.” 

The Freeman Spogli Institute for International Studies produced the webinar, “The Hamas Terrorist Attack on Israel and its Implications for the Middle East,” in cooperation with the Visiting Fellows in Israel Studies program, where Professors Magen and Rabinowitz are visiting scholars. The program was launched in September 2021 with the aim of deepening FSI’s academic expertise in geopolitics and democracy studies as it relates to Israel.

The Freeman Spogli Institute for International Studies (FSI) is pleased to announce that Or Rabinowitz will come to Stanford for the 2022-23 academic year as part of the institute’s new Visiting Fellowship in Israel Studies. Dr. Rabinowitz is currently a Senior Lecturer in International Relations at Hebrew University, Jerusalem.

During her time at Stanford as a visiting fellow in Israel Studies, Dr. Rabinowitz will teach a one quarter long undergraduate course on “Israel: National Security and Nuclear Policy.” She will also organize and run an international workshop on “Deterrence and Weapons of Mass Destruction in the Middle East” in the spring or summer quarters of 2023, and engage with Stanford pre- and postdoctoral fellows and FSI faculty.

Dr. Rabinowitz’s appointment will be based at FSI’s Center for International Security and Cooperation.

“Or Rabinowitz is one of Israel’s finest scholars writing about nuclear proliferation, deterrence, and national security policy,” said Scott Sagan, co-director of CISAC.  “Stanford is really fortunate to be able to bring her to campus for a year under this program.”

Dr. Rabinowitz’s current research lies at the intersection of nuclear and intelligence studies, with a focus on Israel’s nuclear program and the role of science and technology in its national security doctrine. Her book, “Bargaining on Nuclear Tests: Washington and its Cold War Deals” was published in April 2014 by Oxford University Press, and she has since published articles in International Security, Journal of Strategic Studies, The International History Review and the Bulletin of the Atomic Scientists, among others.

She holds a PhD degree from the War Studies Department of King’s College London, an MA degree in Security Studies and an LLB degree in Law, both from Tel-Aviv University. She is currently conducting a study on intelligence collaboration between allies in the realm of counter-proliferation operations, funded by the Israel Science Foundation.

“I am honored to be joining Stanford this coming academic year, and to share my knowledge about Israel with Stanford’s undergraduates,” said Dr. Rabinowitz. “CISAC is a global leader when it comes to producing new knowledge and insight about the challenges of nuclear proliferation, and being chosen as an Israel Studies Fellow is a true privilege.”

Dr. Rabinowitz’s many awards and honors include being named an Israeli Chevening Scholar by the British Foreign and Commonwealth Office, and receiving The Scouloudi Award from the Institute of Historical Research, University of London. In 2018 she also won the Professor Ya’acov Barsimantov Best Article Award from the Israeli Association for International Studies.

The Visiting Fellowship in Israel Studies was launched in September 2021 with the generous support of Stanford alumni and donors. The search committee included senior fellows from throughout the institute. In addition to bringing to Dr. Rabinowitz to Stanford, the committee selected Dr. Amichai Magen, a scholar of law, government and international relations, as the inaugural Visiting Fellow in Israel Studies. Dr. Magen will also arrive at Stanford in the 2022-2023 academic year.