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11. Taking Stock of Brexit

Author:
Iain Begg
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
LSE IDEAS
Abstract:
J ohn Curtice, the UK’s foremost polling expert, wrote recently that ‘politicians do not talk much about Brexit these days’ (Curtice, 2025). In Germany, too, Brexit has largely disappeared from view, according to a prominent journalist consulted in the preparation of this blog. Another expert, Anand Menon, told AP News on the fifth anniversary of the UK leaving the EU that Brexit had ‘changed our economy’, adding that ‘our politics has been changed quite fundamentally’ (Lawless, 2025). His view is that, in electoral politics, conventional political cleavages have been supplanted by ‘a new division around Brexit’ (Lawless, 2025). In much of the EU, the 2025 anniversary elicited many articles characterised by a combination of acknowledgment that Brexit had failed to deliver, resignation about the UK’s fate and a sense of growing disinterest. The Austrian newspaper Kourier summed up these sentiments: “Von skurril bis tragisch: Eine Bilanz nach fünf Jahren Brexit [From bizarre to tragic, a stocktake after five years of Brexit]” (Bauer, 2025). However, Brexit is a process, rather than a discrete event, and some of its effects are both contested and take time, and are often seen through ideological rather than analytic lenses. A useful way to assess its consequences is to distinguish between three key dimensions: economic, social and governance related. The overall economic effects of Brexit have mainly been negative on both sides of the English Channel, albeit uneven, although some critics regard the magnitudes as having been exaggerated.
Topic:
European Union, Economy, Brexit, and Domestic Politics
Political Geography:
United Kingdom and Europe

12. Energy Data Spaces and Market Power: a new challenge for data sovereignty and its governance

Author:
Emanuele Giovannetti
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
LSE IDEAS
Abstract:
This paper examines how the digitalisation of energy markets, driven by smart meter data and Energy Data Spaces, is reshaping competition in retail electricity services. It analyses the implications for market power, consumer outcomes, and data sovereignty, highlighting the regulatory challenges posed by data-driven business models that operate across national boundaries.
Topic:
Markets, Governance, Regulation, Digitalization, and Energy
Political Geography:
Global Focus

13. The Ukraine War Prospect: How Peace Plans Might Work and Why They Will Fail

Author:
Carl Conetta
Publication Date:
01-2026
Content Type:
Working Paper
Institution:
Project on Defense Alternatives
Abstract:
During 2025 multiple contending Ukraine peace and cease-fire proposals were put forward by the Trump administration and America’s European partners. This article examines how the leading official proposals fell short. And it presents two, simpler proposals better aligned with battlefield realities. The article also explores the evolution of US, Ukrainian, Russian, and West European public opinion on the war. The Russia-Ukraine war has been a disaster – not only for the two principal combatants, who together have suffered 300,000 deaths, but for the entire world. This fact drives the imperative to end this conflict forthwith via negotiated compromise. Yet, as the article shows, none of the official proposals embrace this imperative. Instead, all exhibit efforts to win advantage for one side or the other. They are instances of diplo-fare – war by means of diplomacy. As such, their aim may be rejection not agreement, with an eye toward painting one’s opponent as intransigent and, in this way, build support for continuing the fight – or, in the case of President Trump’s preference, establish a pretext for US withdrawal. The simplest proposals may be the most practicable but these must reflect current battlefield realities rather than attempting to “correct” or “re-balance” them. This principle guides the independent cease-fire options suggested in this article. Otherwise, the article explores the possibility that Europe’s so-called Coalition of the Willing will respond to any serious fracture of Kyiv’s effort – a distinct possibility – by establishing a new nuclearized Europe-vs-Russia “central front” inside Ukraine. (With an Appendix summarizing the official November and December peace proposal texts.)
Topic:
Conflict Resolution, Diplomacy, European Union, Negotiation, Armed Conflict, Russia-Ukraine War, and NATO
Political Geography:
Russia, Europe, Ukraine, and United States of America

14. Variables of War

Author:
Lutz Unterseher
Publication Date:
01-2026
Content Type:
Working Paper
Institution:
Project on Defense Alternatives
Abstract:
This essay argues that wars do not result from immutable human nature but from political motives, cultural dispositions, and calculations of military opportunity. Wars are, therefore, preventable. The essay presents a succinct causal model of war’s outbreak. ​ The formal causal argument: War’s outbreak is treated as the dependent variable; the independent variable is a mix of expansionist or preventive motives and a supportive war culture that glorifies offensive action and soldierly virtues (the “cult of the offensive”).​ Because such motives and cultures often do not lead to war, a further “sufficient condition” is posited: leaders must judge that a rapid victory is feasible, casualties acceptable, and domestic opposition manageable, typically by identifying structural vulnerabilities or “open flanks” in the opponent’s posture.​ This feasibility variable is an intermediate link between motives/culture and war and is filtered through perceptions often distorted by ideology, institutional dysfunction, or poor intelligence.
Topic:
Defense Policy, War, Deterrence, Armed Conflict, and Gender
Political Geography:
Global Focus

15. After Ukraine: Prospects for a Russian Resurgence in the Middle East

Author:
Anna Borshchevskaya and Matt Tavares
Publication Date:
01-2026
Content Type:
Special Report
Institution:
The Washington Institute for Near East Policy
Abstract:
Moscow has cultivated ties with U.S. adversaries and allies alike, and Washington must respond by advancing a holistic policy that empowers Ukrainian commercial interests and addresses deficits in sanctions policy. Russia’s position in the Middle East has faced major setbacks in recent years, including the fall of Syrian dictator Bashar al-Assad, the weakening of Iran and its proxies, and the toll from Moscow's unending war of choice in Ukraine. But reports of a Russian retreat from the region are premature. Alongside traditional defense and economic relationships with Algeria, Egypt, and Iraq, Moscow has cultivated ties with a host of other countries—U.S. adversaries and allies alike. With Iran, it has reportedly begun assembling Su-35 fighters as part of a $6.5 billion deal that would boost the regime’s air force. With the United Arab Emirates, an American ally, Russia’s non-oil trade grew to $11.5 billion as of 2024. And in Syria, Russia’s pre-revolution military bases remain in place, while an October meeting between Presidents Putin and Sharaa indicated a cooperative spirit. In this comprehensive Policy Note, experts Anna Borshchevskaya and Matt Tavares argue that Russia is poised for a resurgence in the Middle East, especially once the war in Ukraine ends—a point they also make clear in a hard-hitting op-ed published in the National Interest. Washington, they argue, must recognize the multiple threats this would present to U.S. interests in the region and develop a vigorous counterstrategy in response—one that includes empowering Ukrainian commercial interests, refining sanctions policy, and rebutting Russian propaganda in real-time.
Topic:
Foreign Policy, Sanctions, Iran, Regional Politics, and Russia-Ukraine War
Political Geography:
Russia, Europe, Ukraine, and Middle East

16. Pakistan Steps In: Sudan and the Transformation of Regional Security

Author:
Areig Elhag
Publication Date:
01-2026
Content Type:
Commentary and Analysis
Institution:
The Washington Institute for Near East Policy
Abstract:
A $1.5 billion Pakistani arms deal with Sudan signals a regional shift from diplomacy toward military escalation, which may prolong the war in Sudan. At a moment that should have seen renewed momentum toward a political settlement in Sudan, reports suggest that Pakistan, with Saudi mediation, is nearing completion of a $1.5 billion arms deal with the war-torn country. Far from being a routine arms transaction, the deal encompasses Karakoram-8 aircraft, more than 200 drones, and air defense systems. It also potentially includes JF-17 multirole fighter jets, produced jointly by Pakistan Aeronautical Complex and China’s Chengdu Aircraft Corporation. This development points to a deeper regional shift away from sponsoring dialogue and toward a military resolution to the Sudanese conflict.
Topic:
Civil War, Diplomacy, Regional Security, and Arms Sales
Political Geography:
Pakistan, Africa, and Sudan

17. Prospects for Syria-Israel Relations

Author:
David Schenker
Publication Date:
01-2026
Content Type:
Commentary and Analysis
Institution:
The Washington Institute for Near East Policy
Abstract:
Israel may believe the tense status quo is sustainable, but Washington is frustrated about the potential implications for Arab normalization, Turkish military friction, and near-term economic plans.
Topic:
Foreign Policy, Diplomacy, Bilateral Relations, Normalization, and Regional Security
Political Geography:
Middle East, Israel, Palestine, and Syria

18. Necessary Neighbors: Poland and Ukraine Must Stabilize Their Strained Partnership

Author:
Yuliia Korotia
Publication Date:
01-2026
Content Type:
Policy Brief
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
Since the beginning of Russia’s full-scale invasion in 2022, Polish-Ukrainian relations have moved from a phase of exceptional solidarity to one of mounting tension and deepening structural strain. What initially seemed to be a long-term strategic partnership grounded in shared security interests has evolved into a more fragmented and fragile, at times almost hostile, relationship. This shift, visible across political, economic, and social dimensions, risks undermining not only bilateral cooperation but also the broader foundations of regional stability at a moment of ongoing war, strategic uncertainty in Europe, and a potentially antagonistic transatlantic relationship. If Poland and Ukraine fail to adopt a more realistic, constructive, and mutually attentive approach to the partnership, their cooperation will weaken in ways that directly affect military logistics, EU cohesion, regional resilience, and resistance to hybrid threats. Understanding how the relationship has changed, and what deeper dynamics are driving this, is essential for assessing the risks ahead and identifying pathways to improve the relationship.
Topic:
Foreign Policy, Bilateral Relations, European Union, Russia-Ukraine War, and Strategic Partnerships
Political Geography:
Europe, Ukraine, and Poland

19. If China Attacks Taiwan: The Consequences for China of “Minor Conflict” and “Major War” Scenarios

Author:
Bonnie S. Glaser
Publication Date:
01-2026
Content Type:
Special Report
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
Research on the possibility and likely outcome of a conflict in the Taiwan Strait has expanded rapidly in recent years. Studies have focused on a broad range of questions related to deterrence, potential conflict dynamics, and possible conflict outcomes. Tabletop exercises have been used to identify gaps in the capabilities of the United States, the People’s Republic of China (PRC), and Taiwan to assess potential escalation pathways and to better understand war termination strategies.1 Comparatively less attention has been devoted to the potential impact of cross-Strait conflict on the PRC itself and how that impact could shape President Xi Jinping’s risk calculus and decision-making about use of force against Taiwan. Xi’s risk calculus is crucial to understanding if and under what circumstances Beijing might take aggressive actions against Taiwan because any such decision would carry profound political, economic, and strategic consequences for the PRC and for him personally. Xi has tied his legitimacy to putting the PRC on an irreversible path toward the “China Dream” of national rejuvenation by 2049 and unifying Taiwan with the motherland is deemed essential to that goal. Yet a military conflict over Taiwan would risk massive economic disruption, catastrophic military losses, significant social unrest, and devastating sanctions, all of which could turn his dream into a nightmare and undermine his political authority. Xi’s calculus must therefore weigh the perceived benefits of using force to achieve unification against the potential costs. The centrality of Xi’s risk calculus to understanding future PRC decision-making about potential actions against Taiwan demands deeper investigation than has taken place so far. This report seeks to fill this research gap by examining how use of force against Taiwan would impact the PRC in four key areas: its economy, its military capabilities, its social stability, and international costs. Each issue set is evaluated in a separate paper, although all four are interrelated, a factor that the report’s conclusion addresses. Logan Wright and Charlie Vest assess potential implications for the PRC economy. Joel Wuthnow analyzes the possible impact on the Chinese military. Sheena Chestnut Greitens and Jake Rinaldi consider the potential risks for social stability. Zack Cooper examines the likely international responses and costs. There is a broad range of possible scenarios for PRC use of force against Taiwan. Potential actions taken by Beijing may vary in terms of intensity and duration. To make comparisons possible across the four papers, the authors were given two baseline scenarios, a limited conflict and a major war. Both are described in detail below. In outlining these scenarios, specific triggers were not established. They would nevertheless be important in determining international responses and subsequently would have implications for the PRC economy and possibly for social stability. Although the absence of a detailed trigger is a limiting factor, in any crisis multiple actors will draw their own conclusions about what sparked the conflict, so perceptions of who was at fault would differ across countries. The authors were also permitted to assess cases situated between a minor conflict and a major war, given that the economic, military, political, and international costs may vary discontinuously across a range of scenarios. All scenarios were assumed to occur between 2026 and 2030. The first scenario that authors assess is a minor conflict lasting several weeks. In this case, PRC ships and aircraft surround Taiwan after a series of deadly air and maritime confrontations between their forces. The People’s Liberation Army (PLA) then attempts to conduct a “quarantine” of major ports in Taiwan. The United States intervenes and its warships escort commercial vessels through the blockade zone without incident. For the purposes of this scenario, dozens of PRC and Taiwan armed forces members are assumed killed in incidents in the air and at sea. There are no losses of foreign personnel. The conflict terminates when both sides agree to de-escalate the situation. This results in a relatively low intensity and short duration conflict. The second scenario that authors were asked to review was a major conflict of several months that ends in a PLA defeat. This conflict starts with an amphibious invasion of Taiwan in which initial PLA missile strikes target Taiwan’s military and US forces in Japan and Guam. PRC forces land on Taiwan but supplies and follow-on forces are hampered by sustained Taiwanese and US strikes on ships and aircraft crossing the Taiwan Strait. After several months of heavy fighting, PRC forces withdraw to the mainland after losing roughly 100,000 personnel. Taiwan suffers approximately 50,000 military casualties and 50,000 civilian casualties. The United States loses 5,000 military members and 1,000 civilians, while Japan loses 1,000 military members and 500 civilians. Beyond this, no substantial foreign losses occur. The conflict terminates when the PLA withdraws from the main island of Taiwan but retains control of the Kinmen and Matsu Islands. The purpose of these scenarios is not to assert that this is how a conflict over Taiwan would play out. The intention is instead to help describe in more detail what the costs would be to the PRC of a failed crossstrait operation. An important caveat is that the authors were asked to make their own assessments of the impact on the PRC in each of the four areas examined. They were not asked to put themselves in Xi’s (or his successor’s) shoes. Xi and his colleagues might underestimate (or overestimate) the costs that the PRC would incur in these scenarios. Even if Beijing anticipates that the costs of taking an action against Taiwan are high, they might proceed despite the perceived risks. National leaders often make choices that overlook high costs if the perceived benefits are high or overridden by political considerations. Xi might conclude that not acting is more costly for him personally than taking a risky action that he believes is necessary to demonstrate resolve. For example, if Xi views a step taken by Taipei as intended to permanently separate it from the PRC, and especially if he judges that Washington supports that goal, he is likely to move against Taiwan even if he expects that the PLA would suffer high casualties in attempting to seize it. Overall, the authors of these essays demonstrate that the costs to the PRC of a failed military operation against Taiwan would be substantial. As noted above, this is not to suggest that Beijing would necessarily be deterred from starting a conflict in the first place. But it would be a mistake to simply assume that the PRC would prevail in a conflict over Taiwan. The history of failed amphibious operations is long, and these essays demonstrate that an unsuccessful PRC-initiated conflict would have severe negative consequences for the country’s economy, military, social stability, and international standing.
Topic:
Security, Foreign Policy, Geopolitics, Armed Conflict, and Threat Assessment
Political Geography:
China, Taiwan, and Asia

20. A Long Time Coming: Europe and India have discovered a strategic partnership

Author:
Garima Mohan
Publication Date:
01-2026
Content Type:
Special Report
Institution:
German Marshall Fund of the United States (GMFUS)
Abstract:
The relationship between Europe and India is on the cusp of change. Later this month, in a historic first, EU Commission President Ursula von der Leyen will serve as guest of honor, a position reserved for India’s top partners, at the country’s Republic Day ceremony. At the subsequent EU-India summit, the two sides are likely to sign a long-elusive free trade agreement (FTA) and an expansive security and defense partnership. They are also expected to announce initiatives designed to boost skilled migration, and to foster cooperation between European and Indian industry to enhance economic security. There are several other positive developments. German Chancellor Friedrich Merz just undertook his first official visit to India, also his first to a non-NATO ally. Accompanied by a substantial business delegation, he secured many agreements on defense industrial cooperation, semiconductors, and critical minerals. Recent German governments have made a point of sending top leadership to India before official visits to China, and Merz’s visit continues that convention. French President Emmanuel Macron is due to follow in February to cement his own country’s ties with New Delhi on emerging technologies, thereby broadening an already substantial and critical strategic partnership. India’s foreign minister, in a breakthrough for India’s small-group diplomacy in Europe, just joined a Weimar Format meeting for the first time. Lastly, Prime Minister Narendra Modi is set to visit the continent in spring for the next India-Nordic summit. For some observers this momentum is the result of the rocky relationships that Europe and India have with the United States. In a world of fractured alliances and partnerships, Europe and India need each other like never before. But the groundwork for their current ties was laid over the last decade. Structural factors such as competition with China, and India’s policy of diversification that led it to focus on ties with the West, have brought them closer and raised bilateral ambitions. The relationship is, however, not without divergences, particularly on approaches to Russia. Based on interviews with policymakers in New Delhi, Paris, Berlin, The Hague, and Brussels, this piece will trace the evolution of the “India agenda” in European foreign policy and lay out Europe’s position among New Delhi’s foreign policy priorities.
Topic:
Security, European Union, Geopolitics, Trade, Transatlantic Relations, and Strategic Partnerships
Political Geography:
Europe, South Asia, and India