Content Type: Policy Brief / Political Geography: Europe

151. Gas and Energy Security in Germany and Central and Eastern Europe

Author:: Guntram Wolff and Alexandra Gritz
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: German Council on Foreign Relations (DGAP)
Abstract:: Russia’s weaponization of gas supplies caused a shock to the energy security of Central and Eastern Europe. Countries responded by increasing alternative gas supplies and LNG import capacity. Gas flows shifted from the east-west axis to west-east and north-south axes. In the short term, the usage of coal is rising; in the longer term, renewable and nuclear energy. Mitigating the effects of this shock requires the EU to prioritize policies that foster the integrity and security of its energy market.
Topic:: Security, Natural Resources, European Union, Gas, Energy, and Russia-Ukraine War
Political Geography:: Europe, Eastern Europe, Germany, and Central Europe

152. North Africa Can Reduce Europe's Dependence on Russian Gas by Transporting Wasted Gas Through Existing Infrastructure

Author:: Mark Davis, Perrine Toledano, and Thomas Schorr
Publication Date:: 03-2022
Content Type:: Policy Brief
Institution:: Columbia Center on Sustainable Investment
Abstract:: North Africa can reduce Europe's dependence on Russian gas by transporting wasted gas through existing infrastructure.
Topic:: Energy Policy, Oil, Military Strategy, Natural Resources, Gas, and Conflict
Political Geography:: Africa, Russia, Europe, and Ukraine

153. Bridging U.S.-Led Alliances in the Euro-Atlantic and Indo-Pacific: An Inter-theater Perspective

Author:: Luis Simon
Publication Date:: 05-2022
Content Type:: Policy Brief
Institution:: Center for Strategic and International Studies
Abstract:: Although U.S. strategic competition with China and Russia is often presented as a challenge with two separate fronts, this brief argues that the Euro-Atlantic and Indo-Pacific theaters are increasingly linked. Insofar as preserving a favorable balance of power in these two regions hinges largely on U.S. power, and as long as they both continue to exercise a significant pressure on U.S. defense resources, their alliance and deterrence architectures should be looked at from an inter-theater perspective. Thus, optimally managing atwo-front challenge would require a serious effort to bridge U.S.-led alliances in both regions.
Topic:: International Cooperation, Hegemony, Alliance, Strategic Competition, Rivalry, and Strategic Interests
Political Geography:: Russia, China, Europe, Asia, North America, United States of America, and Indo-Pacific

154. COVID-19 and Voter Turnout in Europe and in Korea

Author:: Dong-Hee Joe
Publication Date:: 02-2022
Content Type:: Policy Brief
Institution:: Korea Institute for International Economic Policy (KIEP)
Abstract:: Even while we are suffering from the COVID-19 pandemic, cyclical events arrive mercilessly as scheduled. While some of them are held virtually (i.e., online), some cannot be completely virtualized, at least as of now, including national elections. A major risk in holding an election during a pandemic is the increase of contagion due to the gathering of people in polling stations and campaign events. The opposite direction of causality, that is, from contagion to voter turnout, is another serious, but much less recognized, risk, because voters may refrain from voting due to health concerns. This Brief reviews some of the empirical studies on the relation between the prevalence of COVID-19 and voter turnout in recent elections in Europe and Korea. It also discusses their implications for election administration during pandemic.
Topic:: Elections, Voting, COVID-19, and Turnout
Political Geography:: Europe, Asia, and South Korea

155. The challenges of the French Presidency of the Council

Author:: Robert Schuman Foundation (RSF)
Publication Date:: 01-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: On 1 January, France took over the presidency of the Council of the European Union for six months. The exercise, which mainly consists of leading meetings of European ministers, is also an opportunity for the country temporarily in charge to convey its priorities and even a political vision for Europe. In this respect, the French Presidency comes at a particular time for the European Union, for France and for its President, Emmanuel Macron. Hard hit by the pandemic, the European Union is both emerging from the crisis and adapting to the global changes accelerated by the crisis. France, for its part, is preparing for a major political event, the presidential election in April, followed by the legislative elections in June. For Emmanuel Macron, the French Presidency of the Council will bring to a close a presidential term of office that has focused strongly on European issues, almost five years after his speech at the Sorbonne.
Topic:: Politics, European Union, Leadership, and COVID-19
Political Geography:: Europe and France

156. For a new European growth strategy

Author:: Nicolas Goetzmann
Publication Date:: 01-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: The early 1990s saw the demise of the Soviet bloc, erasing more than forty years of competition with the United States: the rest of the decade witnessed the economic emergence of the People's Republic of China and the formal advent of the euro area as the economic powerhouse of the European Union. Two decades later, according to data published by the IMF, almost 60% of the world economy is now shared between these three dominant economic areas, the United States, China and the European Union, reshaping the face of the competition for global power.
Topic:: European Union, Economic Growth, Macroeconomics, and IMF
Political Geography:: China, Europe, and United States of America

157. European sovereignty, strategic autonomy, Europe as a power: what reality for the European Union and what future?

Author:: Bruno Dupré
Publication Date:: 01-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: France has not held the presidency of the Council of the European Union for thirteen years. It has held it since 1 January 2022 for a period of six months. This provides an opportunity for the French Head of State to give his vision of geopolitical issues. It also provides an opportunity to explain the concepts of European sovereignty, power, autonomy and strategic responsibility. France, with Germany and the support of the institutions, has played an essential - albeit contested - role in promoting a more political Europe over the past five years (Sorbonne speech in 2017). The aim of this article is to assess five years – in terms of where we are from an economic, foreign policy and security point of view and to analyse the steps taken by the European Union to become a fullfledged player on the international scene.
Topic:: Security, Sovereignty, European Union, and Strategic Autonomy
Political Geography:: Europe

158. "If only ageing Europe had taken the easy option of more immigration"

Author:: Giles Merritt
Publication Date:: 02-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: It seems extraordinary three-quarters of a century after the Treaty of Rome was signed, and almost 30 years since the European Union's 'Big Bang' enlargement, that a major common problem should so consistently fail to find a common solution. Yet that is the fate of immigration policies in Europe. Extraordinary may not be the right word; 'Significant' might be more appropriate because the issues surrounding immigration into Europe are not just politically sensitive in national terms but also point to fault lines that threaten the EU's future integrity
Topic:: Demographics, Migration, Immigration, European Union, and Aging
Political Geography:: Europe

159. The European strategy for a 'New Deal' with Africa

Author:: Ramona Bloj
Publication Date:: 02-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: On 17 and 18 February will take place in Brussels the 6th Summit between the European Union and the African Union - a vital meeting for Afro-European relations. The heads of state and government (twenty-seven Europeans and fifty-five Africans) are invited to discuss issues such as financing growth, the future of health systems, vaccine production, agriculture, education, vocational training, culture, immigration, mobility, support for the private sector and economic integration, governance, peace, security, climate change and the energy transition.
Topic:: Foreign Policy, Development, European Union, and COVID-19
Political Geography:: Africa and Europe

160. Russia, Ukraine and international Law

Author:: Robert Schuman Foundation (RSF)
Publication Date:: 02-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: Russian actions in Ukraine since 2014, and the tensions to which they have led, obscure the legal aspects of these attacks thereby opening the way to propaganda and approximations. To contribute to a better understanding of what is at stake, this contribution is limited to the legal aspects of an otherwise eminently political issue. This in fact heralds a spectacular break in the international order and a violation of commitments and treaties signed by a member of the Security Council of the United Nations that have not been witnessed since the Second World War[1].For a long time, Russian diplomacy was attached to the strict and formal respect of the rules of international law, sometimes "clinging" to them in a bid to resist the demands made by the different populations. Even during the succession of the USSR, this constant was respected. However, the actions in Crimea and Donbass since 2014 have marked the abandonment of this formalism, while the Kremlin's diplomacy is promoting the need to conclude new treaties with the United States and European states so that Russia can endorse its claims.
Topic:: International Law, Conflict, Norms, Annexation, and Disputes
Political Geography:: Russia, Europe, and Ukraine

161. The Eastern Partnership under the test of war in Ukraine

Author:: Pierre Mirel
Publication Date:: 03-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: On the eve of the fifth enlargement of the European Union in 2003, the neighbourhood policy was launched to “prevent further lines of division in Europe and to promote stability and prosperity” and to create, according to a now famous concept, a “circle of friends”. The Eastern Partnership, which emerged on 7 May 2009, is now being undermined by the Russian military invasion of Ukraine.
Topic:: European Union, Partnerships, and Armed Conflict
Political Geography:: Europe and Ukraine

162. Has Europe’s hour come?

Author:: Antoine Cibirski
Publication Date:: 03-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: “Europe’s hour has come”, said a Luxembourg minister in 1991 at the beginning of the Yugoslav wars. The context seemed favourable: an initially peripheral crisis, a relative lack of interest on the part of Russia, a green light from the United States which was even encouraging invention by the Western European Union (WEU), the majority of whose activities were taken over by the European Security and Defence Policy (ESDP), and later by the Common Security and Defence Policy (CSDP). America's 'pet project' at the time was not yet Asia, but rather the management of the decay of the Soviet world, without much interest in the Western Balkans. In response, some Europeans 'held back' and feared an unfavourable division of tasks: 'noble' collective defence missions reserved for NATO and peacekeeping missions, considered 'subordinate', for Europe. Strategic prescience! Four years later, we had witnessed the bombing of civilians, the siege of Sarajevo, broken ceasefires, failed mediations and Srebreniça. We had experienced the humiliations inflicted on a UN force (UNPROFOR) that had a timid mandate and overly restrictive rules of engagement. The British and French were in the field this time round, but not the Germans. The Dayton Peace Agreement, which only France calls "the Dayton-Paris agreement" (a formal concession by Bill Clinton to Jacques Chirac) was largely a Pax Americana. In the American camp, Richard Holbrooke had pulled the strings and decided everything, by ruthlessly relegating the European leaders, including Carl Bildt, Jacques Blot and Pauline Neville-Jones[1].
Topic:: European Union, Conflict, and Integration
Political Geography:: Russia, Europe, and Ukraine

163. European unilateralism as a tool for regulating international trade: a necessary evil in a collapsing multilateral system

Author:: Alan Hervé
Publication Date:: 03-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: The carbon border adjustment mechanism (CBAM), the fight to prevent illegal foreign subsidies, the ban on trade in deforestation products, the due diligence obligation imposed on European companies, the anti-coercion regulation, the reciprocity instrument in public procurement, the foreign investment screening regulation, not to mention the set of exceptional trade measures implemented in the context of the Covid-19 pandemic and the invasion of Ukraine; there is a long list of decisions adopted and under discussion that mark the European Union's determination to decide alone on the regulation of trade between itself and the rest of the world. This European "neo-unilateralism" is certainly based on a logic that is not entirely new - the defence of the Union's interests through trade policy or trade regulation instruments - but it also presents singular features and reflects political choices that prevail, more than in the past, over strict mercantile considerations. It is a vehicle for promoting the European Union's strategic autonomy in a multilateral system that is in the process of collapsing and an international order that has been hit by crises.
Topic:: International Trade and Finance, European Union, Multilateralism, International System, and Unilateralism
Political Geography:: Europe

164. World food crisis: between withdrawal and responsibility, Europe must choose

Author:: Emmanuelle Ducros
Publication Date:: 04-2022
Content Type:: Policy Brief
Institution:: Robert Schuman Foundation (RSF)
Abstract:: The profound destructuring of world food markets as a result of Russia's war on Ukraine is forcing all of the world's agricultural powers to question their place on the world stage of satiety - or hunger. This is primarily the case in Europe.
Topic:: Food, Hunger, Armed Conflict, and Economic Crisis
Political Geography:: Russia, Europe, and Ukraine

165. Mine Action as a Confidence- and Security-building Measure in the OSCE Region

Author:: Claudia Ditel
Publication Date:: 01-2022
Content Type:: Policy Brief
Institution:: The Geneva Centre for Security Policy
Abstract:: Landmines are designed to maim or kill indiscriminately and can lie inactive in the soil for years. As such, they represent a constant threat to local populations, restrict people’s freedom of movement, and pose an obstacle to the return of refugees and to development during post- conflict reconstruction.1 Currently tens of millions of landmines have been laid in more than 60 countries and many of them are still unmapped.2 Among the most contaminated countries worldwide, four are in the OSCE region: Azerbaijan, Bosnia and Herzegovina, Croatia, and Turkey. Armenia, Ukraine, and Georgia are also highly contaminated.3 In addition, several OSCE countries (Armenia, Azerbaijan, Georgia, Kazakhstan, Kyrgyzstan, Mongolia, Russia, the United States, and Uzbekistan) did not join the Anti-Personnel Mine Ban Convention (generally known as the Ottawa Convention), which bans the use, production, stockpiling, and transfer of anti-personnel landmines; encourages mutual assistance among states parties to destroy existing landmines and stockpiles as soon as possible; and provides assistance to mine victims.4 Some of the non-signatory states are engaged in protracted conflicts in which the OSCE has played a role for years as mediator or facilitator in negotiations. This paper investigates whether mine action could be implemented as a CSBM as part of conflict transformation in the OSCE region, taking three post-Soviet ethnic conflicts as case studies (Georgia, Eastern Ukraine, and Nagorno-Karabakh), where the problem of landmines and protracted conflicts are two interconnected dimensions of the same complex scenario, although with the possibility of generalising results to other areas. The study starts by illustrating the evolution of mine action and then moves on to address the multitrack approach to peacebuilding to explain how this can be combined with mine action. By reviewing the literature on conflict transformation and good practices worldwide, the study concludes that there is sufficient ground to consider mine action to be a promising CSBM in the OSCE area.
Topic:: Defense Policy, Diplomacy, United Nations, Military Strategy, Conflict, Peace, Landmines, and OSCE
Political Geography:: Europe

166. EU carbon border adjustment mechanism faces many challenges

Author:: Gary Clyde Hufbauer, Jeffrey J. Schott, Megan Hogan, and Jisun Kim
Publication Date:: 10-2022
Content Type:: Policy Brief
Institution:: Peterson Institute for International Economics
Abstract:: This Policy Brief assesses the evolving EU Emissions Trading System and EU carbon border adjustment mechanism (CBAM) and explains objections within Europe and from major trading countries likely to be affected by the proposed CBAM import levies. While EU officials have sought to ensure that the CBAM is consistent with obligations under the World Trade Organization (WTO), key aspects of the CBAM could violate WTO rules and are likely to be contested, taking years to play out. Meanwhile, several other countries will adopt new carbon-inspired border restrictions, adding to global trade frictions. Major carbon-emitting countries, therefore, need to act cooperatively instead of unilaterally to both advance the fight against climate change and update the rules-based global trading system. Two-thirds of greenhouse gas emissions result from nontraded activities, such as road transport, electricity generation, and home and office heating. Countries can curb emissions in these activities, while developing guidelines for carbon abatement in traded sectors.
Topic:: Climate Change, Economics, International Trade and Finance, World Trade Organization, European Union, and Carbon Emissions
Political Geography:: Europe

167. Is South Korea vulnerable to EU and US carbon border restrictions?

Author:: Jeffrey J. Schott and Megan Hogan
Publication Date:: 07-2022
Content Type:: Policy Brief
Institution:: Peterson Institute for International Economics
Abstract:: South Korean exports, especially carbon-intensive products like steel, are increasingly vulnerable to both the European Union’s proposed carbon border adjustment mechanism (CBAM)—set to begin on January 1, 2023—and the proposed Clean Competition Act (CCA) before the US Congress. Schott and Hogan caution that Korean exporters should not count on Korea’s decade-old EU and US free trade agreements (FTAs), nor on the multilateral trading rules of the World Trade Organization (WTO), to protect them from new carbon-based import barriers in key foreign markets. The WTO and the FTAs have broad and loosely defined exemptions for environmental protection. Nor is Korea likely to be shielded by its own cap-and-trade emissions trading system (the K-ETS), because of extensive use of free allowances and large differences between EU and Korean carbon prices. While the threat the EU CBAM poses to Korean exports is imminent, passage of the CCA faces major legislative obstacles. But US imports of Korean steel and other carbon-intensive goods are still subject to climate-related duties at the US border under US unfair trade statutes. The US Department of Commerce has ruled that free allowances issued under the K-ETS (and EU ETS) are implicit subsidies that can be offset by countervailing duties. These charges are in addition to the harsh tariff-rate quotas on imported Korean steel applied under the “national security” authority of Section 232 of US trade law, which are more restrictive than measures imposed against European and other steel exporters. The authors suggest relaxing these US barriers, as they have been for shipments from Europe, in return for Korean participation in the nascent US-EU talks to establish a “Global Arrangement on Sustainable Steel and Aluminum.”
Topic:: Economics, International Trade and Finance, European Union, Exports, and Carbon Emissions
Political Geography:: Europe, Asia, South Korea, and United States of America

168. Hackers, Hoodies, and Helmets: Technology and the changing face of Russian private military contractors

Author:: Emma Schroeder, Gavin Wilde, Justin Sherman, and Trey Herr
Publication Date:: 07-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: The first time Russia invaded Ukraine in the twenty-first century, the Wagner Group was born. The now widely profiled private military company (PMC) played an important role in exercising Russian national power over the Crimea and portions of the Donbas—while giving Moscow a semblance of plausible deniability. In the near decade since, the Russian PMC sector has grown considerably, and is active in more than a dozen countries around the world. PMCs are paramilitary organizations established and run as private companies—though they often operate in contract with one or more states. They are profit-motivated, expeditionary groups that make a business of the conduct of war.1 PMCs are in no way a uniquely Russian phenomenon, yet the expanding footprint of Russian PMCs and their links to state interests call for a particularly Russian-focused analysis of the industry. The growth of these firms and their direct links to the Kremlin’s oligarch network as well as Moscow’s foreign media, industrial, and cyber activities present a challenge to the United States and its allies as they seek to counter Russian malicious activities abroad. As signals intelligence and offensive cyber capabilities, drones and counter-drone systems, and encrypted communications become more accessible, these technologies will prove ever more decisive to both battlefield outcomes and statecraft. More exhaustive research on these issues is necessary. The ongoing conflict resulting from Russia’s second invasion of Ukraine in this young century seems likely to shape the conduct of Russian foreign policy and security behavior for years to come—and these firms will play a part. The activities of these PMCs include high-intensity combat operations, as evidenced in Syria in 2018 and Ukraine in 2022, and a mix of population control, escort and close protection, and local direct-action activities, as seen in Libya, Mali, and elsewhere.2 Given the sourcing and dependence of Russian PMCs on Russian military service personnel and no small influence of Russian doctrine, the questions to reasonably ask include: How do changes in the Russian conduct of war and adoption of new technologies influence these PMCs? Moreover, how might these technological changes influence the role these PMCs play in Russian strategic goals and activity abroad?
Topic:: Security, Defense Policy, Science and Technology, Cybersecurity, Innovation, Wagner Group, Russia-Ukraine War, and Private Military Companies (PMCs)
Political Geography:: Russia, Europe, Eurasia, Ukraine, Middle East, and Africa

169. Beyond munitions: A gender analysis for Ukrainian security assistance

Author:: Cori Fleser
Publication Date:: 08-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: From the hospitals of Mariupol to the streets of Bucha, the Russian war in Ukraine has extracted an unacceptably high cost, while banding NATO allies and partners together in an unprecedented tide of support. In bilateral and multilateral security assistance packages, the transatlantic community has sent Ukraine javelins, High-Mobility Artillery Rocket Systems (HIMARs), and all manner of weapons to defend against the Russian invasion. Still, Russia’s war continues against the nation of Ukraine and its people. So how should future military assistance account for the different impacts of the war on Ukrainian civilians? What strategies remain for NATO allies and partners to enhance their support beyond weapons and materiel? The answers lie in using gender analyses to zero in on the unique human security challenges facing Ukraine. When we overlook the role of gender in conflict, we miss the opportunity to both lead with our values and make our military support more effective. Applying a gender analysis to our security assistance is a solution that allies and partners have already agreed to implement in forums from the United Nations to NATO. In fact, it’s a tool that many allies have already developed within their own militaries. Now is the time to employ it in support of Ukraine. This starts with acknowledging the Women, Peace, and Security (WPS) Agenda. The WPS Agenda, passed under United Nations Security Council Resolution 1325 in 2000, recognizes the disproportionate impact of conflict on women and girls, and their critical role in reconstructing societies. Militaries can apply gender analyses to better understand and tailor assistance to the unique security environments in which they operate. To help policymakers think through how a gender analysis can shape what security assistance should look like—and, in many cases, how allied militaries can implement solutions at scale, and consistent with political decisions that have already been made—we are proud to offer this issue brief. Our intention is to demonstrate to global decision makers that incorporating gender can and should be integrated in real-time conflicts to achieve real results. Our support to Ukraine must not waver, but more can be done to mitigate the severe impact of Russia’s war on the Ukrainian people. Allies and partners already have the political mandate to integrate the WPS Agenda into their operations. They already have the tools, training, and technical expertise to implement it in the field. The next step is making this common practice. This issue brief spells out ten steps for how to do so in Ukraine.
Topic:: Security, Defense Policy, NATO, Women, Partnerships, Resilience, Society, Gender, and Russia-Ukraine War
Political Geography:: Russia, Europe, and Ukraine

170. Sweden and Finland are on their way to NATO membership. Here’s what needs to happen next.

Author:: John R. Deni
Publication Date:: 08-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: Sweden and Finland have just cleared a big hurdle on their path to NATO membership with the US Senate’s overwhelming vote to welcome them into the Alliance. While several other allies still need to ratify the expansion, Finnish and Swedish membership in NATO is now not a question of whether but when. Even though some analysts have posited that these two countries—especially Finland, which has an 830-mile border with Russia—bring disqualifying liabilities, most Alliance leaders, NATO-watchers, and European security experts argue these newest aspirants will strengthen the Alliance. This is especially so in terms of military capabilities and capacity, but also in terms of strategic culture and geostrategic outlook. Nonetheless, in the days, weeks, and months after Finland and Sweden officially become members, there is an array of subsequent questions that these two aspirants, other allies, and NATO as an organization will need to consider—and ultimately answer. After examining the key strengths that Finland and Sweden are likely to bring into NATO, this issue brief will consider several of these critical topics. These include defense planning, operational planning, and readiness concerns.
Topic:: Security, Defense Policy, NATO, Diplomacy, National Security, Politics, and Russia-Ukraine War
Political Geography:: Russia, Europe, Eurasia, Ukraine, Finland, and Sweden

171. The international role of the euro and the dollar: Forever in the lead?

Author:: Martin Mühleisen
Publication Date:: 09-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: The international monetary system has been surprisingly resilient over the past two years, considering the size of pandemic and geopolitical shocks that hit markets during this period. Liquidity injections by the major central banks helped stabilize economic activity and avoid disruptions to capital flows or foreign exchange markets. Major exchange rates remained range-bound throughout most of the crisis, even if the dollar has appreciated sharply in recent months. Volatility is likely to pick up as monetary policy responds to high inflation, but there should be no doubt that the dollar-based monetary order has withstood a major test during the past two years. This feat has been even more remarkable as the global security landscape has deteriorated in dramatic fashion, and Russia’s invasion of Ukraine has brought international tensions to a level not seen since the 1961 Cuban missile crisis. Moreover, while the dollar’s safe haven status remains firmly established, the center of global economic activity has been shifting east. Asia has become an economic powerhouse, and China is on course to become the world’s largest economy over the next few years. It is a natural question whether China will challenge the United States and Europe for global economic leadership, and whether the renminbi will appear as a leading, if not dominant, currency. This paper argues that this is unlikely for the foreseeable future, in part because a larger global role for the renminbi would be inconsistent with the Chinese leadership’s current policy priorities. However, there is no room for complacency. With the post-World War II international order in gradual decline, the world could again reach a moment where unforeseen geopolitical events might lead to changes in long-held political and economic paradigms. The United States and Europe can reduce this risk by making their growth models more robust and sustainable. Moreover, keeping their global alliances intact could prevent a loss of influence that has heralded changes in the international monetary system in the past.
Topic:: Economic Growth, Currency, Financial Institutions, Digital Policy, Digital Currency, Dollar, and Euro
Political Geography:: Europe and United States of America

172. Engaging the Pacific Islands is no longer about the why, but about the how

Author:: Marie Jourdain and Charles Lichfield
Publication Date:: 10-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: Over the past year, US and European engagement in the South Pacific has noticeably accelerated. Wooing these islands away from Chinese influence is clearly a priority but there are many dimensions to this. The “Blue Pacific” is more than a consortium of scattered islands. They see themselves as large ocean states, which collectively make up the second-largest Exclusive Economic Zone in the world. While they are important as we game out Taiwan scenarios, the peoples of the South Pacific want their region to remain immune from “great-power games.” This calls for a subtle Transatlantic strategy emphasizing partnership. This report acknowledges the mistakes of past engagement strategies, which didn’t approach the region as a coherent whole, lacked sustained and continuous effort, and always came second to other priorities in the Indo-Pacific region.
Topic:: Security, Foreign Policy, Defense Policy, European Union, and Engagement
Political Geography:: Europe, United States of America, Indo-Pacific, and Pacific Islands

173. Securing alternative gas supplies and addressing critical infrastructure gaps in Europe

Author:: Richard L. Morningstar, András Simonyi, Olga Khakova, and Paddy Ryan
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Atlantic Council
Abstract:: The Kremlin’s weaponization of natural gas exports to Europe as winter approaches has shattered any illusions that Russia could be a reliable supplier. Europe urgently needs to import gas from other suppliers to heat its homes and power its industry. In doing so, Europe can build a more secure and sustainable energy system while cutting off funds for Moscow’s war machine. Painfully high energy prices are already having a serious impact on quality of life and economic development in Europe. New natural gas supplies and expanded interconnections to bring them to market will drive down the costs of energy and reduce the likelihood of social unrest over energy poverty. The surest means to end Russia’s energy leverage over Europe include accelerating the green transformation, curtailing gas demand, and boosting energy efficiency. However, the continent cannot implement these changes overnight. Gas remains instrumental in Europe’s transition from dirtier fossil fuels, electrification of power-hungry sectors, and integration of large-scale intermittent renewables. Natural gas will likely remain a critical part of Europe’s power baseload for at least the medium term. Procuring an adequate supply of gas in the short to midterm is not at odds with the energy transition. Europe must cultivate alternative suppliers, build non-Russian-oriented import infrastructure, and accelerate decarbonization in tandem to boost energy security and affordability. Sourcing gas from non-Russian suppliers will sustain longer-term decarbonization efforts and prevent regression back to dirtier fuels amid the energy crunch. To diversify their energy systems, European states must determine how much Russian gas can be replaced and from where, as well as what new infrastructure will be necessary to enable new imports. The European Union (EU) needs to clearly articulate the anticipated natural gas supply gap to identify investment opportunities for the relevant market players. This issue brief examines potential sources of alternative gas supplies, the infrastructure required to bring new supplies to European consumers, and the financial and regulatory mechanisms needed to support diversification efforts. It offers recommendations for measures that European countries decoupling their energy supplies from Russia should take to give themselves the best chances of succeeding.
Topic:: Environment, Markets, Oil, Gas, Energy, and Energy Transition
Political Geography:: Europe

174. The Significance of Convening the European Union – Israel Association Council

Author:: Maya Sion-Tzidkiyahu
Publication Date:: 08-2022
Content Type:: Policy Brief
Institution:: Mitvim: The Israeli Institute for Regional Foreign Policies
Abstract:: On July 18, 2022, the Foreign Affairs Council of the European Union (EU) decided to move ahead with convening the EU-Israel Association Council (AC) after a decade-long hiatus. What does this mean? What opportunities does it offer, and what were the costs of not convening it so far? This paper explains what the AC is, the reasons for its suspension and for the decision to re-convene it. Assuming it will re-convene, the paper recommends future measures between Israel and the EU.
Topic:: Foreign Policy, International Cooperation, and European Union
Political Geography:: Europe, Middle East, Israel, and Palestine

175. Processing Trade and Global Supply Chains: Towards a Resilient “GVC 2.0” Approach

Author:: Lucian Cernat
Publication Date:: 05-2022
Content Type:: Policy Brief
Institution:: European Centre for International Political Economy (ECIPE)
Abstract:: In the current global context marked by economic fragility, growing uncertainty and geopolitical conflicts, ensuring the smooth functioning of global supply chains becomes more important than ever. Supply shortages, higher freight costs, higher commodity prices and strong demand increase will trigger inflationary pressures for all economic sectors dependent on global value chains (GVCs). As part of global efforts to enhance the resilience of GVCs, this paper makes the case for a broader discussion about the untapped potential of processing trade, a relatively unknown trade facilitation option available in many countries around the world. Processing trade has been credited with stimulating China’s participation in GVCs, in combination with foreign direct investment (FDI) attraction and industrial upgrading. However, processing trade is not just a Chinese phenomenon. In the EU, significant trade flows (over 200 billion euros in 2021 alone) benefitted from a double-digit trade cost reduction, thanks to the EU processing trade provisions. Different types of processing trade arrangements exist in over 70 countries worldwide (including in the EU), as a way to facilitate the integration of developing countries in global production chains. However, these unilateral schemes have different requirements and co-exist without any attempt to facilitate their inter-operability along complex global supply chains. This paper argues that there is a pressing need for a global reflection on how best to promote a better integration between these national processing trade schemes. One option is to promote a “GVC 2.0” approach that offers key recommendations and best practices for processing trade along GVCs. Such a coordinated “GVC 2.0” trade facilitation initiative would not only make GVCs more resilient for countries that depend on global sourcing for their critical economic activities, but it will also reduce the inflationary effect generated by the unnecessary trade costs associated with GVC activities.
Topic:: European Union, Economy, Trade, Resilience, and Supply Chains
Political Geography:: Europe

176. Has Globalisation Really Peaked for Europe?

Author:: Lucian Cernat
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: European Centre for International Political Economy (ECIPE)
Abstract:: This paper builds on the recent arguments put forward by Richard Baldwin and others debunking the myth that we enter a period of de-globalisation. The paper argues that globalisation is a complex phenomenon that requires detailed, firm-level indicators going beyond simple aggregate metrics. When using such indicators, the picture is much more nuanced and, in the case of Europe, the role of global trade is as important as ever for hundreds of thousands of companies and millions of jobs supported by global trade flows. A strong participation in the “new globalisation” is also key for the future EU competitiveness in technology-driven sectors.
Topic:: Globalization, International Trade and Finance, Science and Technology, European Union, and Trade
Political Geography:: Europe

177. The Impacts of EU Strategy Autonomy Policies – A Primer for Member States

Author:: Matthias Bauer
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: European Centre for International Political Economy (ECIPE)
Abstract:: EU governments should be much more sceptical and critical of the EU’s strategic autonomy agenda and the new polices intended to achieve the EU’s “long-term” industrial and technological ambitions. The long-term costs for Member States’ economies and the process of economic convergence are largely ignored by the agenda. Negative impacts of strategic autonomy on trade openness and the international rules-based trading system are also greatly understated. Many EU strategic autonomy ambitions are inherently guided by a “European Union First” impulse. Policymakers follow the assumption that EU values are superior to those in other parts of the world and EU regulation should be different from third countries. Major strategic autonomy aspirations represent a relapse of the EU to the old policy of EU member states designing and enforcing their own laws without considering the economic and political costs of regulatory fragmentation and economic disintegration from others. Recent strategic autonomy policies are estimated to create income losses in the EU of between 0.08% and 0.15% of EU27 GDP. These losses correspond to short-term economic harm resulting from changes in the use of productive resources in the EU. Long-run impacts, which reflect losses to productivity and innovation, could be up to 3 to 5 times higher with national income per capita falling by up to 0.5% to 0.75%. The costs are not evenly distributed across the EU27. Larger countries like France and Germany are less impacted than smaller ones, notably Ireland and the Baltic states. The impacts on Ireland, for example, are close to 4 times bigger than they are for France, the impacts on Estonia close to twice those on Germany. Strategic autonomy ambitions have failed to account for negative impacts on developing countries. To the extent that the EU’s policy stance further fragilizes rules-based multilateralism, there are longer-term impacts stemming from a less certain legal environment and higher barriers for cross-border trade and investment. EU strategic autonomy policies have the effect of empowering vested interests in developing countries to engage in lobbying for their own protectionist policies. Accordingly, EU strategic autonomy policies risk encouraging the diffusion of protectionist policies globally, particularly in countries with weak institutional capacity. EU Member States should examine their options and ask themselves whether there are better long-term strategies to pursue than those currently proposed at the EU level, strategies guided by the spirit of an open society – a society embracing the principles of free trade, non-discrimination, and economic freedom. Europe’s policymakers should aim for closer market integration and regulatory cooperation with trustworthy international partners such as the G7 and the larger group of the OECD countries. It is in the EU’s self-interest to advocate for a rules-based international order with open markets. It is neither in the EU’s economic nor its political interest to disintegrate from partner countries.
Topic:: Markets, Treaties and Agreements, European Union, Trade, and Strategic Autonomy
Political Geography:: Europe

178. How Important are Mutual Recognition Agreements for Trade Facilitation?

Author:: Lucian Cernat
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: European Centre for International Political Economy (ECIPE)
Abstract:: Trade in the 21st century may face lower tariffs, but regulations that affect international trade in goods and services have proliferated. While regulations are important for many public policy objectives, different and complex non-tariff measures can become unnecessarily costly trade barriers for the millions of companies engaged in international trade. Trade policy can play a crucial role in reducing these unnecessary costs, without impairing the ability of regulatory authorities to carry out their public policy responsibilities. Mutual recognition agreements (MRAs) are a concrete trade policy instrument, specifically designed to achieve this dual objective. This paper revisits the arguments in favour of upgrading the existing EU MRAs to cover 21st century regulatory aspects impacting trade flows, offering empirical evidence on the positive difference MRAs have both on the value of exports and on increasing the number of exporting firms and their product portfolio towards new export destinations. The paper also summarises the results of a recent EU firm-level survey on the importance of MRAs for export performance. The results of the EU business surveys confirm the need for a renewed attention to MRAs, in particular with regard to emerging regulatory issues.
Topic:: Treaties and Agreements, European Union, Regulation, and Trade
Political Geography:: Europe

179. Don’t look only to Brussels to increase the supply of safe assets in the European Union

Author:: Francesco Papadia and Heliodoro Temprano Arroyo
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: A sufficient supply of safe assets denominated in euros is critical if the European Union is to achieve full banking and capital markets union while fostering the euro’s international role. The European debate on developing the supply of safe assets has so far focused on the possible creation of a common safe asset. This has tended to underplay the potential contribution of sovereign assets. Expanding the supply of national safe assets, notably through the gradual implementation of fiscal and growth-oriented structural policies in euro-area countries, leading to upgrading of their sovereign ratings, provides a promising, and perhaps more feasible, option. An upgrade to triple A of those euro-area countries that are currently rated double A could produce substantially more safe assets than most common safe asset proposals, including those based on the development of ‘synthetic’ safe assets. There has been a remarkable increase in the share of supranational assets in the stock of euro-based safe assets since 2008, reflecting downgrades in sovereign ratings and the EU’s financial responses to the euro-area crisis and the pandemic. However, safe assets in euro remain dominated by those issued by euro-area governments. Although common safe assets have certain advantages over national safe assets, reflecting their built-in risk diversification properties, there is currently not much political appetite for such proposals. Meanwhile, sovereign safe assets already offer many of the advantages of common safe assets. Sound fiscal policies and growth-stimulating reforms, which are in any case desirable, should be implemented to improve the credit ratings of euro-area sovereigns. This might not be politically feasible in the short-term, given the difficult economic environment currently faced by the EU, but it should be a key component of the EU’s medium-term safe asset strategy. Should the political consensus be found to create a common safe asset, such an asset could be incorporated into the euro area’s existing safe asset system, reinforcing its positive effects.
Topic:: Debt, Markets, Monetary Policy, European Union, Regional Integration, European Monetary Union, and Banking
Political Geography:: Europe

180. Which mergers should the European Commission review under the Digital Markets Act?

Author:: Christophe Carugati
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Large digital platforms acquired 1149 firms in various economic sectors between 1987 and July 2022. The European Commission reviewed only 21 of these mergers as most did not meet the European Union merger control turnover threshold. This suggests under-enforcement, with some problematic mergers escaping merger review and thus posing competition risks. The EU Digital Markets Act, which entered into force in November 2022, imposes obligations on firms that are considered ‘gatekeepers’ in relation to some core platform services, such as online search engines. In particular, these firms must now inform the Commission of all their intended acquisitions. This, in combination with Commission guidance on referrals by EU national competition authorities of mergers for review, should ensure more merger reviews in the digital sector. Current European Commission guidance on referring cases for merger review is flexible but impractical as it relies on theories of harm rather than clear and objective criteria. Without clarification, there could be over-enforcement in which unproblematic mergers are reviewed, human resources are allocated inefficiently and legal uncertainty persists. The Commission should issue new guidance on which digital mergers are likely to be problematic, thus triggering referral for merger review. This is likely to be the case when the target’s user base overlaps with that of the acquirer, when the target is a leader in a future critical market and when the target is active in a core platform service.
Topic:: Economy, Innovation, European Commission, and Digital Markets Act (DMA)
Political Geography:: Europe

181. A European policy mix to address food insecurity linked to Russia’s war

Author:: Georg Zachmann, Pauline Weil, and Stephan von Cramon-Taubadel
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: The Russian war against Ukraine has put at risk a significant share of global food exports, and has contributed significantly to strongly rising global food prices. This has made poor, food-import dependent countries more vulnerable, with potentially serious humanitarian consequences. The crisis also has negative security, migration and foreign policy repercussions for the European Union. The EU and its members have a number of policy levers to address the crisis. These include agricultural, trade, environment, aid, energy, fiscal and foreign policy. However, in the complex interplay of local and global, agricultural and non-agricultural markets, apparently simple solutions can have significant unintended consequences and policy trade-offs must be taken into account. While EU agricultural policy can address the crisis directly by adjusting production, energy policies also have an impact on food security through the complex relationship between the food and energy systems. Energy is an input to food production but also, as bioenergy, competes for agricultural commodities. Fiscal policy can discourage inefficient food consumption and food waste, while trade policy and aid can improve the allocation of agricultural production factors (eg fertilisers) and products. Increasing information sharing on food stocks and building trust are prerequisites for trade policy and diplomacy to limit export restrictions, thus alleviating some of the price pressures on international markets. The crisis highlights food-system fragilities when confronted with global conflicts, climate change and economic shocks. Policies should seek to increase shock-resilience, for example by reducing structural rigidities in production, trade and consumption patterns, and by encouraging sustainable production in import-dependent countries. This is especially important considering that most food production is locally consumed. Only 20 percent of the global cereals volume is traded, making the current shock significant in terms of globally traded volumes (Ukraine represents 10 percent of the global grain market), but not relative to overall volume (Ukraine represents 2 percent of global grain production).
Topic:: European Union, Food Security, Exports, Russia-Ukraine War, and Green Economy
Political Geography:: Russia, Europe, and Ukraine

182. How to implement the self-preferencing ban in the European Union’s Digital Markets Act

Author:: Christophe Carugati
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Large online platforms are intermediaries between end-users and business users. They sometimes propose their own products and services alongside those of rivals. This can lead to platforms promoting their offers over those of competitors in so-called self-preferencing. The European Union Digital Markets Act (DMA) bans large online platforms under its scope from treating their own products and services more favourably that those of rivals when ranking, crawling and indexing. Platforms – or gatekeepers in the DMA definition – should apply transparent, fair and non-discriminatory conditions when ranking products and services. However, the identification, detection, compliance with and monitoring of self-preferencing is complex and resource-intensive. It requires a case-by-case approach and access to and analysis of platform data and algorithms. The DMA allows gatekeepers to promote their own products and services if rivals are subject to the same treatment. Nonetheless, the DMA neither defines equal treatment nor the main elements of self-preferencing, thus preventing platforms within the DMA’s scope from correctly applying the prohibition. To ease enforcement, the European Commission should issue guidance on what constitutes self-preferencing under the DMA, outlining two main principles. First, gatekeepers should use objective and unbiased parameters to determine ranking, indexing and crawling. Second, gatekeepers should demonstrate equal treatment. The guidance will make compliance easier. The Commission should then monitor compliance by appointing and ensuring sufficient rotation of external auditors to avoid capture by gatekeepers. The Commission should also work with competent national authorities that develop technological tools. When monitoring flags a risk of non-compliance, the Commission should then further specify the ban on self-preferencing on a case-by-case basis.
Topic:: European Union, Digital Economy, Economy, Innovation, and Digital Markets Act (DMA)
Political Geography:: Europe

183. Promotion of high capacity broadband to rebuild and recover from the pandemic

Author:: J. Scott Marcus, Alicia Garcia-Herrero, and Lionel Guetta-Jeanrenaud
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Promoting high-quality fixed and mobile broadband for all, at an affordable price, is an important enabler of the digital transformation of society and will help close the digital divide. This became clearer than ever during the pandemic, when broadband access was a crucial enabler of remote work, distance learning, telemedicine and e-commerce. It has always been challenging to provide broadband access to all at an affordable price. The pandemic, global geopolitical tension and Russia’s invasion of Ukraine have exacerbated supply-chain disruptions in ways that make this even more difficult and potentially expensive. Promotion of broadband deployment, adoption and use are all important for both fixed and mobile broadband; however, different policy levers are needed in each case, on both the supply and demand sides. The market will not always deliver complete solutions. Consequently, there is a role for regulation, targeted industrial policy and public finance. Promotion of competition, combined with prompt and efficient provision of access to resources such as electromagnetic spectrum and access to land and rights of way, can be particularly important. G20 countries and others now seek a future-proof, sustainable and equitable recovery, meaning new sources of public revenues need to be considered. Broadband can be boosted by judicious use of recovery funds and expected new tax revenues arising from global tax reforms agreed within the Organisation for Economic Co-operation and Development.
Topic:: Infrastructure, Digital Economy, Innovation, COVID-19, and Inclusion
Political Geography:: Europe and Global Focus

184. Completing Europe’s banking union: economic requirements and legal conditions

Author:: Thorsten Beck, Jan Pieter Krahnen, Philippe Martin, Franz Mayer, Jean Pisani-Ferry, Tobias Tröger, Beatrice di Mauro, Nicolas Veron, and Jeromin Zettelmeyer
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: The European Union’s banking union project started in mid-2012 in response to the euro-area crisis, with the goal of breaking the bank-sovereign vicious circle. The objective was also to restore private liability in banking and to move towards an integrated supranational market for banking services. For all the progress achieved in the past decade, particularly in banking supervision, these aims have not yet been accomplished. This Policy Contribution analyses the deficiencies of the current framework and identifies possible responses, in line with three levels of reform ambition. We label these ‘incremental’ (broadening the scope for private-sector burden-sharing in future cases of bank failures), ‘real’ (effectively breaking the bank-sovereign vicious circle), and ‘cosmic’ (a single, seamlessly integrated banking market). European policymakers should set their sights on the second level, which we view as achievable within the current decade, requiring new EU legislation but no change to the European treaties.
Topic:: Regulation, Economy, Crisis Management, European Central Bank, and Banking
Political Geography:: Europe

185. Lessons for Europe from China’s quest for semiconductor self-reliance

Author:: Alicia Garcia-Herrero and Pauline Weil
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Semiconductors are a critical input to production of information and communication technology and many other goods. The major economies want to be able to produce chips at home to avoid excessive dependence on supply chains in an increasingly unpredictable world, where trade is being compromised because of national security concerns. China was first in terms of timing and scale of funding to support its its semiconductor industry. Since 2015, China has spent $150 billion upgrading its semiconductor industry. Success, however, has been limited. China’s massive industrial policy effort has been most successful in increasing capacity for assembly of chips, though that is also the least value-added part of the semiconductor supply chain. Progress on chip design and fabrication in China remain underwhelming. The United States has also started implementing its $50 billion package to support the production of chips. The European Union, meanwhile, has not yet fully finalised its main semiconductor initiative, the European Chips Act. China’s experience offers a number of lessons. First, chip fabrication requires massive fixed asset investment and, therefore, large subsidies, but with no guarantee of success. Second, one reason for the underwhelming results of China’s semiconductor policy is US containment, through export controls and other measures. In this respect, the EU should find it easier than China to upgrade its chips industry but, given the costs, focusing on the highest-end part of the supply chain would be the best approach. Assembly and production of lower-end semiconductors already face overcapacity, given the financial resources already invested by China.
Topic:: International Relations, European Union, Economy, Trade Policy, and Semiconductors
Political Geography:: China and Europe

186. How have sanctions impacted Russia?

Author:: Maria Demertzis, Benjamin Hilgenstock, Ben McWilliams, Elina Ribakova, and Simone Tagliapietra
Publication Date:: 10-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Russia’s invasion of Ukraine has triggered a series of sanctions imposed by the European Union, the United States and others. Sanctions included restrictions on Russia’s financial industry, its central bank and its coal and oil exporters, in addition to general export controls. Meanwhile, foreign companies have withdrawn voluntarily from the Russian market as a result of a ‘self-sanctioning’ trend. We assess the impact these sanctions have had on Russia’s economy in the immediate aftermath of the invasion and more structurally. Russian fiscal revenues have not suffered from sanctions sufficiently to reduce the length of this war. Effective management by the Bank of Russia has prevented financial instability and has therefore also protected the real economy. However, this picture of economic containment is coming to an end. Russia’s fiscal revenues are now beginning to take a hit; given the breadth of sanctions, the economy will suffer in the medium to long term. The voluntary departure of a large number of western firms, eventual energy decoupling by the EU and Russia’s inability to find equal alternatives will damage the Russian economy severely. As the Russian economy closes in on itself, it will become harder to find reliable data to evaluate the extent of the hit. Still greater sanctions coordination across the globe is needed to isolate the Russian economy, limit the flow of income into Russian coffers and therefore help stop the war.
Topic:: Governance, Sanctions, Economy, and Russia-Ukraine War
Political Geography:: Russia, Europe, and Ukraine

187. An assessment of Europe’s options for addressing the crisis in energy markets

Author:: Conall Heussaff, Simone Tagliapietra, Georg Zachmann, and Jeromin Zettelmeyer
Publication Date:: 09-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Since Russia’s invasion of Ukraine, wholesale prices for electricity and gas in the European Union have risen five to fifteen-fold, with severe impacts for households and businesses. The crisis is also creating liquidity problems for energy companies, with contagion risks for the financial sector. In response, European governments have taken a range of actions. Some have introduced measures at retail level, while others have introduced windfall-profit taxes on energy companies. Some countries have provided emergency liquidity to energy companies facing soaring collateral costs. Some energy companies have even been nationalised. Emergency-intervention proposals should be evaluated against three principles. First, energy supply must meet demand at prices that do not cause major damage to the European economy. Second, the most vulnerable consumers must be protected. Third, measures should be consistent with the case for investment in a sustainable energy system, in order to safeguard Europe’s ability to decouple structurally from fossil-fuel imports. Gas price caps have been proposed as an emergency measure in different forms: a cap on Russian gas only, a cap on gas used in electricity generation, a cap on all wholesale gas. All entail significant risks. The first might lead to a full stop of Russian gas into the EU. The second might increase gas demand from the electricity sector. The third might raise gas demand and also undermine Europe’s ability to attract much-needed gas supplies. Instead of capping gas prices, the EU should engage collectively with external gas suppliers and negotiate new long-term contracts with provisions to limit price volatility. A September 2022 European Commission proposal involving electricity demand reduction, a revenue cap on inframarginal generation, solidarity payments from fossil-fuel companies and consumer support measures, is broadly positive, notably because it emphasises demand reduction. However, it is not sufficient. A more comprehensive plan needs to ensure that all countries bring forward every available supply-side flexibility, make real efforts to reduce gas and electricity demand, keep their energy markets open and pool demand to get a better deal from external gas suppliers. In the longer term, measures to split the markets for energy generated from renewables and fossil fuels should be examined.
Topic:: Markets, European Union, Energy Sector, and Green Economy
Political Geography:: Europe

188. Will Ukraine’s refugees go home?

Author:: Uri Dadush and Pauline Weil
Publication Date:: 09-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: About 15 percent of the population has fled Ukraine since the start of the Russian aggression in February 2022. Nearly 4 million Ukrainians have already registered in European Union countries. Based in part on evidence that few refugees return voluntarily to poor countries once they settle in rich countries, even once security is re-established at home, it can be expected that large numbers of Ukrainian refugees are likely to remain in European host countries, and will likely be joined by others, including many men that remained to fight when the conflict is over. Ukraine already has a long history of emigration. Its shattered economy, the likelihood of a protracted conflict and significant uncertainty with regard to its final status reinforce the argument that most refugees will not return and many more will join them. EU nations must prepare for. There will be large short-term costs and long-term economic gains from Ukrainian immigration in Europe. The best way to help Ukraine, and to moderate the likely outflow of its people, will be to assist in the country’s reconstruction, and not to place artificial impediments to the immigration of individuals who have already suffered greatly.
Topic:: Migration, Governance, Reconstruction, Refugees, Economy, Trade, and Russia-Ukraine War
Political Geography:: Russia, Europe, and Ukraine

189. Enlarging and deepening: giving substance to the European Political Community

Author:: Franz Mayer, Jean Pisani-Ferry, Daniela Schwarzer, and Shahin Vallée
Publication Date:: 09-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: France’s President Emmanuel Macron and Germany’s Chancellor Olaf Scholz have stressed the geopolitical emergency of re-designing the European Union’s relationship with its neighbourhood. Both acknowledge that EU enlargement is necessary, but also emphasise that profound EU institutional reform is required beforehand, though deepening and widening the EU are complex processes that veto players could block. The geopolitical challenges mean it is in the critical interest of the EU to bring stability to its neighbourhood by ensuring geopolitical alignment with the EU, limiting the blackmailing power of external, authoritarian states, supporting more resilient democracies and strengthening the rule of law. Meanwhile, the EU’s neighbours are seeking a political space in which challenges to collective security and stability can be addressed and concrete policies decided. Given the urgency, it is not enough to rely on lengthy EU accession processes. A ‘European Political Community’ (EPC), which will have its first summit on 6 October 2022, could act both as a bridge to an eventual larger EU and as a framework for continental-scale partnership. Leaders should use the summit to start the building of a platform that can combine political dialogue with policy delivery in a quick and flexible way, and will thus structure more impactfully the relationship between the EU and its neighbourhood. The EPC could start as a soft law agreement between states and the EU. It would work with existing institutions as far as possible, while aiming at more effective decision-making than currently in the EU. For instance it could function without vetoes and could work in geopolitically relevant areas that are not yet EU competences. An ambitious EPC would provide financial resources for deeper cooperation on energy and climate, security and defence, and economic and social convergence. The EPC would not be, and should not be, regarded as a substitute for EU accession, but should be designed in such a way that it can work as an accelerator. For countries not seeking to join the EU, it would provide an ongoing framework that sustains structured cooperation with the EU.
Topic:: Security, Politics, Governance, and European Union
Political Geography:: Europe

190. A grand bargain to steer through the European Union’s energy crisis

Author:: Ben McWilliams, Giovanni Sgaravatti, Simone Tagliapietra, and Georg Zachmann
Publication Date:: 09-2022
Content Type:: Policy Brief
Institution:: Bruegel
Abstract:: Europe’s energy system faces unprecedented physical and institutional stress. The policy response so far has been excessively nationally focussed and could undermine the goals of calming energy markets over the next 18 months and achieving ambitious decarbonisation targets. At the basis of the crisis is a post-COVID-19 global energy imbalance. While demand bounced back quickly as economies re-opened, supply did not. A particular challenge is that the reducing supply of fossil fuels in line with climate targets has not been matched by a commensurate reduction of fossil-fuel demand. Russian manipulation of European natural gas markets since summer 2021, exploiting its significant market power, has deepened the crisis. Finally, events including weak French nuclear output and the ongoing drought, which has cut hydropower generation, have further escalated the situation. In response to high and volatile prices and forced demand reduction, European governments have tended to opt for narrow and uncoordinated measures that prioritise national security of supply and affordability over an integrated European approach. Subsidising energy consumption instead of demand reduction has been a common and misguided approach. Governments run the risk that energy consumption subsidies become unsustainable, eroding trust in energy markets, slowing action in sanctioning Russia and increasing the cost of the net-zero transition. An integrated European approach and a coordinated plan is essential to address the crisis. European Union leaders must strike a grand energy bargain based on four broad principles: (i) all countries bringing forward every available supply-side flexibility, (ii) all countries making comprehensive efforts to reduce demand, (iii) a political committing to maintain energy markets and cross-border flows, (iv) compensation for the most vulnerable consumers. This grand bargain can be the first step on a new course towards united energy policy at EU level.
Topic:: Markets, European Union, Crisis Management, Energy, and Russia-Ukraine War
Political Geography:: Europe

191. Welfare Implications of Electric Bike Subsidies: Evidence from Sweden

Author:: Anders Anderson and Harrison Hong
Publication Date:: 08-2022
Content Type:: Policy Brief
Institution:: The Cato Institute
Abstract:: Greenhouse gas emissions from U.S. transportation account for about 29 percent of total U.S. greenhouse gas emissions, making it the largest contributor by sector to global warming in the United States. Within the U.S. transportation sector, cars are responsible for 58 percent of all transportation emissions according to the Environmental Protection Agency. Along with electric cars, electric bikes (also known as pedelecs or e‑bikes) are a potentially important tool to address global warming. With rechargeable batteries, they are capable of long distances and hence can replace car trips for work in dense and growing urban areas around the world.
Topic:: Climate Change, Welfare, Transportation, and Subsidies
Political Geography:: Europe and Sweden

192. Seeking Safety: Roma Refugees in Moldova – Challenges and humanitarian needs

Author:: Charlotte Greener and Emly de Andrade Costa
Publication Date:: 10-2022
Content Type:: Policy Brief
Institution:: Oxfam Publishing
Abstract:: The war in Ukraine has displaced millions of people to neighbouring countries – but some groups who already face poverty and discrimination in society, including Roma people, are facing particular challenges accessing the safety they need. This paper outlines the results of Oxfam’s rapid assessment of Roma refugees in Moldova in July 2022, highlighting the challenges that Roma refugees face when trying to access assistance, and some key humanitarian needs of these refugees. It aims to help amplify the voice of Roma refugees and to inform a humanitarian response – from the Moldovan government, United Nations (UN) agencies, and non-government organizations (NGOs) – that is more inclusive of Roma refugees, and more responsive to their particular needs.
Topic:: International Cooperation, United Nations, Refugees, and Humanitarian Crisis
Political Geography:: Europe and Moldova

193. Children of War: The Ukrainian Case

Author:: Isabella Martin
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: International Centre for Defence and Security - ICDS
Abstract:: The war in Ukraine has imposed considerable physical, mental, and emotional damage on children. It is critical to provide mental health and psychosocial support (MPHSS), as well as to reinforce psychological and social infrastructure—in Ukraine and countries hosting refugees—to help them cope with the immediate trauma of war and promote resilience for future reconstruction efforts. Severe damage to civilian infrastructure has left many children without access to schools, healthcare resources, and support networks within care facilities, while those who have fled Ukraine risk falling victim to human trafficking and exploitation. Moreover, children are targets of the Kremlin’s efforts to erase the Ukrainian identity, brutally executed through oppressive policies such as forced school curriculum in the occupied territories and atrocious practice of ’filtration’, with children separated, abducted, and then put up for adoption in Russia. Inside and outside of the country, Ukraine’s youth are left extremely vulnerable to abuse, with the consequences to their mental health to last for generations—and to affect the nation’s post-war recovery—if not taken care of already today. Without developing proper coping mechanisms in children and adolescents now, the trauma imposed on the young generation will hinder rebuilding efforts and undermine societal institutions. It is thus imperative to support MHPSS initiatives and contribute to a resilient society in post-war Ukraine.
Topic:: Security, Civil Society, Education, Health, War, Children, Resilience, and Russia-Ukraine War
Political Geography:: Russia, Europe, and Ukraine

194. Preparing for the Final Collapse of the Soviet Union and the Dissolution of the Russian Federation

Author:: Luke Coffey
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Hudson Institute
Abstract:: The fall of the Berlin Wall in 1989 and the resignation of Mikhail Gorbachev as president of the Soviet Union in 1991 marked the start of the USSR’s collapse—but not the collapse itself. While the USSR ceased to exist as a legal entity after 1991, the collapse of the USSR is still happening today. The two Chechen Wars, Russia’s invasion of Georgia in 2008, Russia's annexation of Crimea in 2014, the on-and-off border skirmishes between Kyrgyzstan and Tajikistan, and the 2020 Second Karabakh War between Armenia and Azerbaijan are just a few examples showing that the Soviet Union is still collapsing today. However, future historians will likely describe Russia's February 2022 invasion of Ukraine as the most consequential moment, if not the final moment, of the Soviet Union’s collapse. When the war in Ukraine will end is unknown, but it will likely mark the dissolution of the Russian Federation (the legal successor of the Soviet Union) as it is known today. Russia has undeniably suffered a major blow to its economy, devastation to its military capability, and degradation of its influence in regions where it once had clout. The borders of the Russian Federation will likely not look the same on a map in 10 or 20 years as they do now. As the final collapse of the Soviet Union plays out and as the Russian Federation faces the possibility of dissolving, policymakers need to start planning for the new geopolitical reality on the Eurasian landmass. The goal of this policy memo is not to advocate for regime change in Russia—this will be a matter for the Russian people. Nor does this paper predict exactly how Russia and the broader Eurasian region will emerge after the final collapse of the Soviet Union and the dissolution of the Russian Federation. Instead, it establishes realistic goals for Western policymakers, outlines assumptions on which these goals are based, and highlights the questions that decision-makers should ask now to better prepare for the future.
Topic:: Foreign Policy, Defense Policy, Arms Control and Proliferation, and History
Political Geography:: Russia, Europe, and Eurasia

195. Broken Dream: The oligarch, Russia, and Georgia’s drift from Europe

Author:: Régis Genté
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: European Council on Foreign Relations (ECFR)
Abstract:: Georgia’s relationship with the West has deteriorated over the last year and a half. The Georgian government’s actions have prevented the country from becoming a candidate for EU membership. Three-quarters of Georgians see themselves as pro-Western; only a tiny proportion of the population is pro-Russian. Oligarch Bidzina Ivanishvili appears to be largely responsible for this dissonance between Georgian foreign policy and public opinion. Through his control of the Georgian Dream party and the government, Ivanishvili may be attempting to manoeuvre Georgia into Russia’s sphere of influence. It is still possible for the EU to work with Georgia. But the bloc should condition the financial and political support it provides – starting with the 12 points that Brussels designated in June 2022.
Topic:: Foreign Policy, Public Opinion, European Union, and Oligarchy
Political Geography:: Russia, Europe, Eurasia, Caucasus, and Georgia

196. The old is dying and the new cannot be born: A power audit of EU-Russia relations

Author:: Kadri Liik
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: European Council on Foreign Relations (ECFR)
Abstract:: Policymakers across the EU agree Russia poses a multifaceted threat to their security. Europeans have responded quickly to the challenges posed by the war in Ukraine, but they lack a ‘theory of victory’. They have no shared view about how the conflict is likely to end. No single EU member state is guiding Russia policy; a ‘leaderless unity’ has emerged. This could provide the bloc with a form of dispersed strength – but a change in US leadership could expose the weakness of this situation. EU policymakers do not believe that Europeans have the means to bring about regime change in Russia; at the same time, they are unable to foresee a stable future relationship with a Putin-led Russia. Policymakers are uncertain how Russia’s war on Ukraine will affect their interaction with other parts of the world, including China and the global south. This could prevent Europeans from mounting a more effective global response. Europeans should re-examine the support they give to Russians fleeing the regime – emigrés represent an important connection to Russian society, which will be valuable whoever occupies the Kremlin.
Topic:: International Relations, Security, Foreign Policy, European Union, and Russia-Ukraine War
Political Geography:: Russia, Europe, and Ukraine

197. Fragmentation nation: How Europeans can help end the conflict in Yemen

Author:: Helen Lackner
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: European Council on Foreign Relations (ECFR)
Abstract:: For eight years, Yemen has suffered a civil war, whose conduct has been exacerbated by outside powers, principally Saudi Arabia and the UAE on one side, while Iran has supported the other. Yemen is a politically, socially, geographically, and religiously fragmented country, including within the two broad areas controlled by the internationally recognised government and the Houthis respectively. Saudi Arabia and the UAE may soon decrease their military interference in Yemen – but their exit could expose divisions in both government and Houthi areas. Yemen was poor before the conflict, but a corrupt war economy has now taken hold, strengthening an array of local power holders, while the Yemeni people slip into ever-deeper destitution. Short-term measures introduced with the support of the international community have failed to stabilise the situation. Europeans should take a longer-term approach to Yemen. They should promote the country’s cause in their diplomacy with Gulf Arab states and make a commitment to economic support, a values-based approach, and an emphasis on human rights in Yemen.
Topic:: Foreign Policy, Civil War, Diplomacy, Human Rights, and Armed Conflict
Political Geography:: Europe, Middle East, Yemen, Saudi Arabia, North Africa, and United Arab Emirates

198. Cold winter: How the EU can help Moldova survive Russian pressure and protect its democracy

Author:: Andrew Wilson
Publication Date:: 11-2022
Content Type:: Policy Brief
Institution:: European Council on Foreign Relations (ECFR)
Abstract:: Russia has long used gas prices and supply to put pressure on Moldova. It did so again when the country elected pro-European president Maia Sandu in 2020 and her parliamentary majority in 2021. Moldova occupies a significant geostrategic position with regard to the war in Ukraine, as a key ally and neighbour to that country’s immediate west. The Moldovan government has made some progress on its reform agenda, all while dealing with the impacts of the war, including looking after refugees and handling increased transit of goods across its territory. If the government can get through this winter, in 2023 it should be able to further diversify its energy options and make stronger progress on reform of the judiciary, defence, and security. The EU should support the Moldovan government in its endeavours. The country remains highly vulnerable to Russian pressure but financial assistance in the short term and support for reform in the long term will help it make progress, including towards eventual EU membership.
Topic:: Reform, European Union, Democracy, Energy, and Russia-Ukraine War
Political Geography:: Russia, Europe, Ukraine, and Moldova

199. The US economic presence in Greece – George Tzogopoulos

Author:: George Tzogopoulos
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Hellenic Foundation for European and Foreign Policy (ELIAMEP)
Abstract:: The excellent status of Greek-American relations is reflected in the economic sphere. The stock of American Foreign Direct Investment (FDI) in Greece has increased in the recent years. The technology sector has captured the attention of American digital giants, which have displayed a tendency to choose to build some of their innovation hubs in Greece. Although this is not a new phenomenon, the last few years have seen several new investments, as well as an increasing number of tech-labs in which Greece’s digital ecosystem flourishes. Over and beyond Greece’s digital transformation, the country’s shift toward green energy has sparked the interest of American companies, keen to explore opportunities. In tandem, the US is a critical supplier of liquefied natural gas (LNG) to Greece, which is, in addition, slowly acquiring the infrastructure capacity to function as an artery through which American LNG can be transported to other markets in the Balkans. Greek ship-owners are playing a significant role in the new energy market. The investment of ONEX in Syros is crucial for Greek-American co-operation in the maritime sector and could possibly be replicated in the Elefsis shipyards. The real estate sector appears attractive for American companies. Focused principally on the acquisition and/or renovation of hotels, this is expected to boost the tendency of American tourists to return to Greece after the two-years hiatus imposed by the COVID-19 pandemic. The positive momentum could also encourage more American students to study in Greece. The volume of Greek-American trade has steadily increased since 2016, with Greece maintaining a diminishing surplus.
Topic:: Science and Technology, Bilateral Relations, Economy, Trade, Real Estate, and Digital Transition
Political Geography:: Europe, Greece, North America, and United States of America

200. Population Displacements in the Ukraine War: The challenge of first humanitarian assistance – Antoine Laurent

Author:: Antoine Laurent
Publication Date:: 12-2022
Content Type:: Policy Brief
Institution:: Hellenic Foundation for European and Foreign Policy (ELIAMEP)
Abstract:: Since February 2022, the Russian invasion of Ukraine has triggered the largest war-related displacement of population in Europe since the aftermath of World War Two. Setting up an effective humanitarian response to support internally displaced persons in Ukraine is a task of major political importance. Since the beginning of the war, local volunteers have played a key role in providing assistance to internally displaced persons in Ukraine. They are often unable to comply with the standards set by international humanitarian institutions, which refuse to fund them, despite their being in urgent need of support. There would seem to be a need to relax the common standards that apply to humanitarian assistance in order to allow local actors, including volunteers, to collaborate with international humanitarian organisations. Helping informal groups of volunteers to organise themselves into non-profit organisations or NGOs could encourage international humanitarian organisations to support them.
Topic:: Humanitarian Aid, Migration, Displacement, and Russia-Ukraine War
Political Geography:: Europe and Ukraine

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COLUMBIA UNIVERSITY PRESS