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1. Political Coalitions in Turkey in the Run-Up to the 2023 Elections

Author:
Aurélien Denizeau
Publication Date:
05-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The year 2023, already marked by a deadly double earthquake in the south-east of the country in February, is the year of the centenary of the Republic, but above all an election year for Turkey. The general elections (parliamentary and presidential) will take place on May 14 and are unanimously considered to be crucial for the political future of the country. The electoral campaign is polarized around two major coalitions: the People’s Alliance, led by the presidential AKP and the MHP, which supports the re-election of President Erdoğan; and the Nation Alliance, formed by the main Kemalist party CHP with five other parties, and supporting Kemal Kılıçdaroğlu as a presidential candidate. Two other coalitions are also present and could tip the election one way or the other: the Labor and Freedom Alliance, centered around the progressive and pro-Kurdish HDP, and the Ancestral Alliance, which supports the nationalist Sinan Oğan. While this political configuration may seem familiar to European observers – where cross-party coalitions are common, especially in parliamentary regimes – there are indications, such as the tensions between the İYİ Party and its partners in the Nation Alliance over support for Kılıçdaroğlu, that call into question the nature of these coalitions: are they motivated by ideological proximity, or are they merely tactical tools for gaining power? In particular, these coalitions seem to derive from the nature of the Turkish political regime and its evolution over the last decade, with an ultra-presidentialization of the system under the successive presidential terms of Recep Tayyip Erdoğan which has led all political actors to position themselves in relation to his personal power. As socio-economic conditions weaken the AKP’s electoral base, the prospects for this election seem more open than ever.
Topic:
Elections, Domestic Politics, Recep Tayyip Erdoğan, AKP, and Coalition
Political Geography:
Turkey and Middle East

2. The Strategic Repositioning of LNG: Implications for Key Trade Routes and Choke Points

Author:
Leslie Palti-Guzman and Marc-Antoine Eyl-Mazzega
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
2022 saw the climax so far of the weaponization of energy. Following its geopolitical demise, Russia has undertaken its own gas amputation, moving from a super energy power status to a diminished role with uncertain prospects and only hard options left. Russia has cut off almost entirely pipeline gas supplies to the European Union (EU), first inflicting huge financial pain and collecting record high revenues, but then simply losing out its largest and best market with no realistic alternative, and no prospect of any significant return. However, the Kremlin could still further reduce some of the remaining pipeline gas or liquefied natural gas (LNG) supplies and thus cause some tensions in the markets. Russia also retains leverage on oil markets, where the Kremlin managed to cope with the embargo as well as the price cap and maintain the relationship with Saudi Arabia which drives OPEC+ decisions. Meanwhile, in 2022, the European energy system has managed to surprisingly adapt on the supply and demand side to the three shocks: the decoupling from Russian energy supplies, the hydropower generation crisis, and the French nuclear electricity crisis. Liquefied natural gas has made a comeback in Europe and has been a savior of industries, governments, and populations. The LNG corridor between the EU and the United States (U.S.) has become the most dominant LNG trade route in 2022. This came at a huge cost though – EU’s gas import bill soared ten times from 2020 and three times from 2021 levels. For 2023, the European gas balance is much more fragile, as the demand reduction potential has reached its limits, same for the ability to attract additional non-Russian exports to Europe, at a time when missing Russian volumes will probably reach 120 billion cubic meters (bcm), instead of about 77 bcm in 2022. More moderate price levels since November 2022 have clearly overshadowed this fundamental mismatch, especially as the weather has been mild and China was still struggling with the pandemic. With an additional 30-40 bcm of missing Russian gas to offset in 2023 compared to 2022, Europeans can be expected to benefit from an extra gas of around 20-25 bcm left in storages thanks to mild weather and available LNG. They have no choice but to continue saving energy in a hurry, that is both on gas and electricity. Gas demand in power generation had increased in the first nine months of 2022 before falling in Q4 2022, and well over 15 bcm can be saved here in 2023 as more nuclear is available altogether, alongside more renewables, and some coal. It will be critical to reduce peak loads though. The key improvement is in terms of logistics, with the massive new LNG import capacity deployed across Europe. Overall, EU’s import situation will be very tensed and fragile for the next winter. The key challenge is that EU’s gas supply security ultimately depends on the weather in Europe, China’s and Japan’s LNG demand, and weather or technical outages in the Gulf of Mexico or in other producers. Any slight disruptions in supplies can have major impacts. As a last resort, bringing back some Groningen supplies, no matter how politically sensitive this would be, must be considered and prepared. Large financial compensations and effective governmental action would notably be required to offset the hardships.
Topic:
European Union, Gas, Exports, Trade, Energy, and Russia-Ukraine War
Political Geography:
Russia, China, and Europe

3. Russia’s Mining Strategy: Geopolitical Ambitions and Industrial Challenges

Author:
Florian Vidal
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In addition to being a leading gas and oil power, Russia also possesses vast geological resources that place it among the world’s leading mining countries. Nevertheless, Russia’s largely privatized mining sector faces great and numerous restrictions relating to the obsolescence of its infrastructure, lack of investment and a shortage of qualified human resources in the industry, which may be further exacerbated by the war in Ukraine. To diversify its sources of revenue, whilst also obtaining new levers of geopolitical power, particularly in Africa, Moscow is seeking to revitalize this strategic industry. Russia may focus on several of its globally significant companies, particularly in the diamond, fertilizer and nickel sectors. It also plans to extend its mining activities by reinvesting in and modernizing historic sectors such as coal, or by developing new ones like lithium. In a context of growing global demand for critical metals and minerals in order to meet the challenge of the ecological and energy transition, what role can Russia play? Moscow intends to overcome the challenge of maintaining its economic and industrial autonomy in the face of the sanctions imposed by the West following its invasion of Ukraine in February 2022. The future of Russia’s mining industry may depend upon a reorientation away from its traditional Western markets and towards Asian countries, such as India, Malaysia, and Vietnam, which have decided to retain their economic ties with Russia. Will Russia’s mining policy bolster the implementation of the “pivot to Asia” that Moscow has talked of for several years?
Topic:
Natural Resources, Geopolitics, Diversification, Mining, Modernization, and Industry
Political Geography:
Russia and Eurasia

4. China/United States: Europe off Balance

Author:
Thomas Gomart and Marc Hecker
Publication Date:
04-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
As French President Emmanuel Macron (accompanied by Ursula von der Leyen) is on a state visit to China, some twenty Ifri researchers decipher the stakes of the U.S./China/Europe strategic triangle. This 16-text study follows Olaf Scholz’s visit to Beijing (November 2022) and precedes that of Emmanuel Macron (April 2023). It comes especially one year after the beginning of a geopolitical and geoeconomic shock of a rare magnitude: the invasion of Ukraine by Russia. The War in Ukraine or the Return of Bloc Geopolitics? The war in Ukraine has broken ties between the European Union (EU) and Russia for the foreseeable future, particularly in the field of energy, though not without consequences in the Middle East, Africa, and the Indo-Pacific. Furthermore, this war has become the main show of active indirect confrontation between the United States—which has provided military support to Ukrainians, with help from its European allies—and China, which has supported Russia politically and economically. In February 2022, Moscow and Beijing declared their “no limits friendship”; in March 2023, Xi Jinping offered his personal support to Vladimir Putin after the International Criminal Court issued a warrant for his arrest. In its position on the political settlement of the Ukraine crisis, presented in February 2023, China stated: “All parties should oppose the pursuit of one’s own security at the cost of others’ security, prevent bloc confrontation, and work together for peace and stability on the Eurasian Continent”. China is no more of a mediator than the United States: it would be unrealistic to believe so. We appear to be witnessing a return of bloc geopolitics, albeit in a starkly different context than that of the Cold War (1947-1991). Globalization has produced strong economic and technological interdependencies that make any prospect of decoupling very costly, if not impossible. Economic partners are no longer necessarily military allies, and vice versa. In other words, a gap is opening up between geopolitical perceptions and geoeconomic realities. The term “decoupling” is popular in the United States, though much less so elsewhere. The rejection of bloc geopolitics is particularly acute outside of the West, where a “pragmatic” approach to foreign policy is often promoted. The Saudi foreign minister summed this up during the World Policy Conference in December 2022: “Polarization is the last thing we need right now. […] We need to build bridges, strengthen connections, and find areas of cooperation”. A few months later, China pulled off an extraordinary diplomatic coup by brokering a deal to restore relations between Riyadh and Tehran. For the EU, the situation is particularly delicate: Europe is in the Western camp, but a severing of ties with Beijing would cause a crushing economic blow. In 2022, China accounted for more than 20% of the EU’s imports, while the United States accounted for around 12%. By 2030, the EU’s GDP is expected to rise to $20.5 trillion, compared to $30.5 trillion for the United States and $33.7 trillion for China. In January 2023, the President of the European Commission declared at Davos: “We still need to work and trade with China, especially when it comes to this transition. So, we need to refocus our approach on de-risking, rather than decoupling”. For its part, Beijing has encouraged European aspirations of “strategic autonomy”, understood in China as a form of detachment from the United States. At the same time, the EU is constantly strengthening its military, technological, financial and energy ties with the U.S. This collective study notes a hypothetical search for balance on the part of the Europeans, faced with a war on their territory (the Western peninsula of the heartland), who cannot escape Sino-American mechanisms, and who do not form a monolithic whole. It also analyzes the strategy of several important actors outside our continent, and shows that, from Ukraine to Taiwan, via Africa and the Middle East, Europeans have little room for maneuver. This is why the study proposes recommendations to try, at a crucial moment, to reinforce their positioning.
Topic:
Foreign Policy, Climate Change, International Trade and Finance, Science and Technology, European Union, and Industry
Political Geography:
China, Europe, and United States of America

5. The Sino-Russian Partnership Assumptions, Myths and Realities

Author:
Bobo Lo
Publication Date:
03-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
When Xi Jinping and Vladimir Putin announced a “no limits friendship” at their February 2022 summit, the message was that Beijing and Moscow had reached a new peak in relations. Yet Putin’s invasion of Ukraine has exposed the limits of Sino-Russian partnership and highlighted their sometimes diverging interests. Far from being an authoritarian alliance, this is a classic great power relationship centered in realpolitik. China and Russia are strategically autonomous actors, with fundamentally different attitudes toward international order. The Sino-Russian partnership remains resilient. Both sides recognize that it is too important to fail, especially given there are no viable alternatives to continuing cooperation. Nevertheless, the balance of power within the relationship is changing rapidly. Russia’s geopolitical and economic dependence on China is greater than ever. Although predictions of a clientelist relationship are premature, this widening inequality represents a major long-term source of weakness. The challenges Beijing and Moscow pose to Western interests are largely separate and should be addressed individually on their merits. Equally, it is naive to imagine that reaching out to either side could help loosen their strategic partnership. Western governments should focus instead on upping their own game—from revitalizing democracy and the rule of law at home to addressing universal threats such as climate change and food insecurity. Bobo Lo is an Associate Research Fellow with the Russia/NIS Center at Ifri. He is also a Non-Resident Fellow with the Lowy Institute, Sydney, Australia; and a Non-Resident Senior Fellow at the Center for European Policy Analysis (CEPA) in Washington, D.C. Previously, he was Head of the Russia and Eurasia Programme at Chatham House, and Deputy Head of Mission at the Australian Embassy in Moscow. Dr. Lo has written several books, including A Wary Embrace: What the China-Russia Relationship Means for the World (Penguin Australia, 2017); Russia and the New World Disorder (Brookings and Chatham House, 2015); and Axis of Convenience: Moscow, Beijing and the New Geopolitics (Brookings and Chatham House, 2008).
Topic:
Diplomacy, Bilateral Relations, Partnerships, and Russia-Ukraine War
Political Geography:
Russia, China, and Asia

6. The Technology Policies of Digital Middle Powers

Author:
Alice Pannier
Publication Date:
02-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Digital technology is an element of power in the international system as well as an area for competition among countries. Considering the economic weight and political voluntarism of the U.S., China, and the EU, those three poles of power have received a lot of attention when it comes to their technology policies. This study aims to shift our gaze toward countries outside of the trio. Digital middle powers are those countries that are caught in the middle of the power play in an emerging multipolar international system where digital technology is a determining factor of power. It also refers to countries with established or growing clout in digital technology, and which are regional leaders or global ones in certain sectors. The study provides a qualitative comparison of the technology policies of nine of the digital middle powers: Brazil, India, Israel, Japan, Kenya, Nigeria, Russia, South Korea, and the United Kingdom. It seeks to reflect the diversity of national technology policies, as well as to identify those countries’ convergences and divergences with Europe, the United States, and China. Each case study introduces national technology and digital innovation ecosystems, data policies, and the state of digital infrastructure. These elements serve to examine the strengths of the country’s private sector in technology, the government’s regulatory capacity, and the degree of digital development. The chapters then look at how the digital domain is embedded in the broader dynamics of their bilateral relations with the U.S., the EU, and China. A first conclusion is that digital middle powers can usefully be differentiated between rising digital powers and established ones. Established digital powers have well-developed ecosystems, regulations, and infrastructure, but they are all having to renew and re-focus their technology policies to remain relevant. By contrast, rising digital powers tend to have budding ecosystems in digital services and mobile applications, and large ongoing infrastructure development projects, albeit with limited or patchy regulatory capacity. When it comes to foreign relations, the study confirms well-identified trends whereby the EU’s influence occurs chiefly through the elaboration of norms; the U.S.’s via the strength of its digital services and private sector investment, as well as strong bilateral security ties; while China’s growing influence is underpinned by large infrastructure projects. All the countries studied are attempting to balance their relationships with U.S., China, and the EU. None, save for Russia, has outrightly “picked a side” and severed ties with one or two of the blocs.
Topic:
Science and Technology, Strategic Competition, 5G, and Middle Power
Political Geography:
Kenya, Russia, Japan, United Kingdom, India, Israel, South Korea, Brazil, and Nigeria

7. The Politics of New Cities: Diversification of Actors and Recentralization of State Power in the Case of Diamniadio

Author:
Sina Schlimmer
Publication Date:
01-2023
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The construction of new cities on the African continent is in vogue. From multifunctional urban hubs to eco-districts, the images that accompany the announcement of these projects promote an African urban future based on modernity and technology. This trend for urban planning that claims to make a clean sweep of pre-existing approaches is not unique to African countries, whose governments are inspired in particular by North African and Asian models. However, the promotion of new cities in Africa is part of the lively debate that has been going on for several years on the rapid urbanization of the continent's countries. The creation of modern cities, organized and corresponding to the urban planning standards of international metropolises, is presented as a means of avoiding haphazard, chaotic urban development. This paper offers a critical analysis of the policy of new cities based on an empirical study of the new urban pole of Diamniadio (PUD) in Senegal. Two key arguments are put forward in this paper. First, the analysis deconstructs the ex nihilo character of these urban projects and emphasizes that they are part of public policy trajectories. Due to its geo-economic and strategic position, Diamniadio has been at the heart of the Dakar region's territorial planning policies since at least the end of the 1990s. Secondly, new towns are far from being neutral and technical urban planning instruments; rather, they are political devices that convey interests and stimulate power games. By delimiting the boundaries of the PUD, which is presented as President Macky Sall's political footprint, the central government regains certain administrative powers, particularly in terms of land planning and allocation. In addition, the PUD reflects competition from foreign actors, both public and private, and the growing importance of emerging actors such as Turkey.
Topic:
Infrastructure, Governance, State, Urban, and Cities
Political Geography:
Africa and Senegal

8. Software Power The Economic and Geopolitical Implications of Open Source Software

Author:
Alice Pannier
Publication Date:
12-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Open source plays a central role in software development, both in parallel with proprietary software and increasingly intertwined with it. It has become a major factor for companies’ innovation processes and for the success and popularity of their products. For users, using open source software can alleviate risks stemming from proprietary solutions, including data privacy concerns or trade restrictions. Beyond that, open source is the foundation of critical software bricks and Internet languages and protocols. However, open source is a victim of its own success. It suffers of a lack of resources dedicated to the maintenance of open source components, even though vulnerabilities in open source code can have serious consequences, as illustrated by the Log4Shell vulnerability in December 2021. For these reasons, private companies are investing ever more money and human resources in the development and maintenance of open source software, and acquiring structuring roles in the governance of the ecosystem. This support, however, is not without risk for the open source ecosystem, which is increasingly shaped by the private interests of Big Tech companies. Meanwhile, governments are getting increasingly concerned with the cybersecurity implications of open source software, and with risks not only of accidental vulnerabilities, but also manipulation of codes by criminals and foreign agents. The interest of governments in open source is not new, but it is evolving: governments are no longer only seeking to adopt open source or to develop software solutions, but also to contribute to the financing or even the governance of open source ecosystems, at the national and/or global level. An analysis of the United States, Chinese and European cases show that government involvement in open source is not only pragmatic; it is increasingly politicized, and serves to uphold governments’ ambitions for national security, international influence, or digital sovereignty. The study highlights the dilemmas that emerge, for public authorities, from the tensions between the desire to secure universally used, critical open source components, the desire to develop “sovereign” technologies, and the risk of encroaching on the horizontal and decentralized functioning of open source.
Topic:
European Union, Cybersecurity, Geopolitics, Economy, Software, and Open Source
Political Geography:
China, Europe, and United States of America

9. Military Stockpiles: A Life-Insurance Policy in a High-Intensity Conflict?

Author:
Léo Péria-Peigné
Publication Date:
12-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
For the first time after thirty years of budgetary restriction, European armies must face a high-intensity conflict involving heavy human and material losses. Having run down their military stockpiles to the bare minimum, supporting Ukraine has taken a heavy toll on their operational inventory; as modern operational inventories are limited, much decommissioned and older equipment has also been donated. Russia too has mobilized its extensive military stockpiles, inherited from the USSR, to maintain its combat capability after the initial failure of its “special military operation”. Russian efforts to retrofit older systems have also intensified as production of modern equipment has stalled. As a result, we are seeing modern and ancient weapons pitted against each other in Ukraine. This situation raises questions about France’s military storage strategy and prompts comparisons with those of other nations. US forces have kept a significant proportion of their Cold War arsenal in working condition, using it as a valuable commercial, diplomatic, and military asset. This arsenal also allows the United States to dominate the second-hand weapons market as it can supply cheap and almost immediately available systems. In Russia, despite an apparent modernization process, military power still relies on Soviet-era stocks of vehicles and weapons. For the Russian navy, modernization of old hulls is a way to compensate for the slow production of modern ships. Chinese armed forces are being modernized and rationalized: substantial quantities of older equipment could therefore become available before 2030, a potential asset for Chinese diplomacy. In Europe, military stockpiling strategies diverge along a rough east–west line. Western powers such as the United Kingdom and France chose quality over quantity, while Eastern ones, closer to the Russian threat, try to maintain large volumes while also modernizing their equipment. While the war in Ukraine may prompt Western nations to begin a reinforcement program, Eastern European countries such as Poland had already begun their own before 2014 and the Crimea crisis. After the 2015 terrorist attacks in Paris, France began to restore its military means and budgets, but the overall size of its armed forces is still inadequate to face a high-intensity conflict. The professionalization of the armed forces, the 2008 financial crisis, and budget cuts progressively led to the practice of stockpiling being replaced with a generalized “just-in-time” approach, to reduce infrastructure needs and costs more broadly. French armed forces had to make tough choices with their limited budgets, keeping what was immediately useful to their current missions and abandoning what was not. Operations in Africa and the Middle East and anti-terrorist operations in French cities absorbed considerable budgets, while specialized military units and infrastructure necessary to maintain stocks required for high-intensity conflicts were disbanded. Several initiatives and processes are at work to restore minimum storage capabilities, but a relevant stockpiling strategy, in line with France’s resources and strategic context, is still far off. The French army is building several military reserve units that could drive greater retention of older equipment and vehicles, although compatibility issues with more recent models may arise. As storing combat aircraft would be far too costly, the French Air and Space Force is trying to optimize the availability of its fleet, especially through a new approach to private industry partners in maintenance and training. The French navy has initiated a reform and rationalization process of its spare-parts-storage policy to optimize the availability of its ships as well as their capabilities. A coherent equipment reserve and stockpiling program is an essential component of a military driven by a clear strategic framework. However, in the French case, this strategy is currently being pulled in two directions: between the probable end of expeditionary operations in Africa and the Middle East, and the likelihood of a high-intensity conflict. The whole French stockpiling approach cannot be based entirely on the experience in Ukraine, and it is therefore necessary to evaluate multiple probable scenarios to develop relevant recommendations. A conflict in Eastern Europe fought by a coalition differs from one led by Europe without US support, or from a major crisis in the French territories of the Pacific or Indian Ocean. Moreover, recommendations must reflect military realities, as French resources are limited and would not allow for the creation of a reserve stock strategy similar to that of the United States. To support an allied nation under attack, the French army would need a much expanded ammunition stockpile. Similarly, the French air force lacks advanced munitions, while the French navy needs to rebuild a support fleet sufficient to enable combat operations far away from the French mainland and infrastructure.
Topic:
Defense Policy, Conflict, Industry, and Armament
Political Geography:
Russia, Europe, France, and United States of America

10. Connectivity in Central Asia at the Crossroads of International Crises: Transport, Energy and Water from Interdependence to New Cooperation Ways

Author:
Michaël Levystone
Publication Date:
11-2022
Content Type:
Special Report
Institution:
Institut français des relations internationales (IFRI)
Abstract:
From the reestablishment of an Islamic Emirate in Afghanistan by the Taliban to the war in Ukraine, not forgetting climate change, the most serious international crises, whether circumstantial or systemic, are having a severe impact on connectivity in Central Asia with regard to transport, energy, and water. While the search, which is an existential one for the countries of this landlocked region (Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan), for foreign partners has been legitimized and even encouraged by the troubling context in which they are evolving, the steps they have taken in this respect since the outbreak of the war in Ukraine on February 24, 2022, show an obvious desire to bypass Russia, which has been heavily sanctioned by the West. As a result, Central Asian transportation networks are developing in two directions: to the west, with Kazakhstan and the Caspian Sea as key links in Sino-European trade routes; and to the south, whether by sea (development of port links from Kazakhstan and Turkmenistan to Azerbaijan and Iran) or by land (creation of a railway line between Uzbekistan, Afghanistan, and Pakistan). In the energy sector, Kazakhstan, hindered by Russian blockades of its main oil pipeline, is turning to the Caspian Sea in order to be able to continue transporting oil to European markets. Turkmenistan exports its gas to the Chinese and South Asian markets, where its projects, but also those of Kyrgyzstan and Tajikistan in the field of hydropower, are being hampered by developments in Afghanistan. Lastly, the question of water highlights the paradox of interdependent countries that are divided between those that control Central Asia's water resources (Kyrgyzstan and Tajikistan) and the rest, located downstream of the Syr Darya and the Amu Darya (Kazakhstan, Uzbekistan, and Turkmenistan). While a growing number of initiatives are being launched to promote smart management of the region's significant water resources, this remains the most polarizing issue in Central Asia, despite its urgent nature.
Topic:
Water, Regional Integration, Transportation, Connectivity, and Energy
Political Geography:
Central Asia