Geopolitics/Geoeconomics Thread - June 2015

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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

Didn't know where to put this - moderator, please shift as necessary.
I think geopolitics/geoeconomics might fit, because China is aattempting to set a (legal) standard here.
https://www.manilatimes.net/2026/02/15/ ... le/2278507
China court: Drivers still responsible despite autonomous vehicle
China’s top court has issued a ruling confirming humans in cars with assisted driving technology are responsible for their vehicle, setting a nationwide benchmark as Beijing positions itself as a standards-setter in the auto market.

In its ruling, the court referred to a case in which a man relied on the technology while drunk and asleep at the wheel.

...
“The on-board assisted driving system cannot replace the driver as the primary driving subject,” the Supreme People’s Court said in the Friday ruling.

The driver “is still the one who actually performs the driving tasks and bears the responsibility to ensure driving safety,” it added.

While most such systems currently used on the road specify that the driver is ultimately in control of the car, the court’s ruling now makes that a legal standard nationwide.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by bala »

Maybe this should be India-France thread

“We believe in technology transfer...” Prez Macron’s big statement over India-France defence deal

Prez Macron’s big statement over India-France defence deal
Feb 17, 2026
https://www.youtube.com/watch?v=g8f_d3q6lgc

// i didn't know Macron is fluent in English, he delivered it in Angrez. Pretty good speech.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Cyrano »

Dassault may think otherwise. Macron's statement is not binding on Dassault which is a private company.

They need to sell Rafales to India to be able to invest in the next generation SCAF.

I'm tired of seeing India begging for tot and touting this deal as an achievement while we let Kaveri languish :(
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by drnayar »

bala wrote: 18 Feb 2026 03:41 Maybe this should be India-France thread

“We believe in technology transfer...” Prez Macron’s big statement over India-France defence deal

Prez Macron’s big statement over India-France defence deal
Feb 17, 2026
https://www.youtube.com/watch?v=g8f_d3q6lgc

// i didn't know Macron is fluent in English, he delivered it in Angrez. Pretty good speech.

Right !!

https://www.defensenews.com/global/euro ... rine-tech/

France’s Naval Group has criticized Germany’s ThyssenKrupp Marine Systems for hurting European submarine vendors by transferring technology to countries that later managed to build their own boats for export.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by uddu »

https://x.com/MeghUpdates/status/2041851944164323766
@MeghUpdates
Trump has given a wake-up call to allies who depended on and trusted the United States for support in difficult times

Taiwan's top leader, Cheng Li-wun in a historic move, has arrived in China to meet President XiJinping, calling it a "journey for peace"
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

How the Taiwanese see it:
https://www.taipeitimes.com/News/front/ ... 2003855216
KMT’s Cheng arrives in China for ‘peace’ mission

CCP ‘PAWN’? Beijing could use the KMT chairwoman’s visit to signal to the world that many people in Taiwan support the ‘one China’ principle, an academic said

By Andrew Silver and Ben Blanchard / Reuters, SHANGHAI and TAIPEI





Chinese Nationalist Party (KMT) Chairwoman Cheng Li-wun (鄭麗文) yesterday arrived in China for a “peace” mission and potential meeting with Chinese President Xi Jinping (習近平), while a Taiwanese minister detailed the number of Chinese warships currently deployed around the nation.

Cheng is visiting at a time of increased Chinese military pressure on Taiwan, as the opposition-dominated Legislative Yuan stalls a government plan for US$40 billion in extra defense spending.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

Reuters reports:

UK says it deployed military to deter Russian submarines from attack on undersea cables
https://www.yahoo.com/news/articles/uk- ... 10079.html
LONDON, April 9 (Reuters) - Britain deployed military vessels to prevent any attacks on cables and pipelines by Russian submarines that spent more than a month in and around British waters earlier this year, Defence Minister ‌John Healey said on Thursday.

Britain accused Russia of using the distraction of events in the Middle East to try to ‌conduct the covert operation in the High North maritime region, home to key shipping routes and critical infrastructure such as undersea cables.

Healey said British forces and allies including Norway ​tracked and deterred malign activity by the Russian vessels, adding that the submarines had now left the area and there were no signs of damage to underwater infrastructure.

Revealing the operation publicly at a press conference, Healey said the intent was to show Russian President Vladimir Putin that the activity had been detected.

"To President Putin, I say 'We see you. We see your activity over our cables and our pipelines, and you should know that any attempt ‌to damage them will not be tolerated and ⁠will have serious consequences'," he said.

"Our armed forces left them in no doubt that they were being monitored, that their movements were not covert, as President Putin planned, and that their attempted secret operation had been exposed."

Russia's ⁠embassy in London said Healey's statement was "impossible to either believe or verify."
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

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Conversations: The future of the Five Eyes. {unfortunately, no transcript - audio only)
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Deans »

https://rpdeans.blogspot.com/2026/05/th ... risis.html

My blog post on an energy crisis that is already in our midst. My sense is the govt is not taking this seriously enough - at least going by the media. Yesterday, I did a short post with some numbers on this and I had a feeling that things were under control, but a deeper dive into the data suggested they are not.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Manish_Sharma »

https://x.com/_10delta_/status/2037098099823243273?s=20
3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.

Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.

The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.

1st was Europe, which laid the groundwork.

The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.

Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.

Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.

2nd was Syria.

The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.

The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.

This isolated Iran geographically & cleared the path for what came next.

3rd was Venezuela.

In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.

The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.

Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..

4th is Iran & the Middle East energy shock.

Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.

The only remaining scaled supplier? The United States.

If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.

The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.

The structural repricing is happening regardless of how the conflict resolves.

But the US grand strategy goes deeper..

Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.

By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.

The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.

On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..

Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.

Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.

Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.

Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.

Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.

Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.

The US is seizing all 3.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Manish_Sharma »

https://x.com/md_deepesh/status/2052581 ... 33537?s=20


America as we know is dying.
It is being rewritten.
Line by line.
Code by code.

The chaos you see is not failure.
It is design.

Why now?
Why everything at once?

Epstein files.
UFO disclosures.
Iran War.
Institutional decay.
Trust bleeding out in public.

Not random.
Never random.

This is not a crisis.
This is a controlled demolition.
Of the Democratic system as we know it.

And the blueprint was approved years ago.

Because when America breaks,
Every democracy becomes easier.

India.
Europe.
Everyone.

The playbook scales.

Watch closely.

Every scandal attacks one thing.
Not leaders.
Not parties.

Trust.

Kill trust…
and people don’t ask for better systems.

They ask for better control.

Faster.
Smarter.
Cleaner.

This is the belief.
A belief that humans are flawed.
And systems must replace them.

Now meet the architect.

Peter Thiel.

PayPal.
Stanford.
Power networks.

2003.
He builds Palantir Technologies.

Not funded by Silicon Valley.
Funded by the CIA.

He writes it openly.
"Freedom and democracy are not compatible."

Nobody reacts.
Years pass.

Quiet moves.
Precise placements.
Politics bends.
Institutions soften.

Then the data shifts.

Systems open.
Walls dissolve.

Tax records.
Biometrics.
Health logs.
Movement trails.

All flowing.
Into one place.

Palantir.

It connects everything.
People.
Places.
Patterns.

Tested in war zones.
Now inside nations.

Not watching you.
Understanding you.
Before you decide.

The Pentagon funds heavily into Palantir.

2024: $480 million.

2025: Raised to $1.3 billion.

July 2025: $10 billion.

Because modern power depends on Data.
Decisions.

Who decides.
How fast.
With what data.

Now zoom out.

India.

Aadhaar.
UPI.
Facial grids.

Each looks like progress.

Together…
they look familiar.

The question is not systems.
The question is control.

Who owns the layer above it.
Who reads the data.
Who defines reality.

Because when that shifts…

Democracy doesn’t fall loudly.

It upgrades silently.

Into something efficient.
Something clean.
Something unquestioned.

And one morning…

Everything works.

No chaos.
No noise.
No resistance.

Just outcomes.
Perfect outcomes.

Chosen long before you voted.

And somewhere…
in a room with no windows…

your future was already calculated.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Manish_Sharma »

https://x.com/md_deepesh/status/2054169 ... 63130?s=20
Everyone is saying 2030.
Your government.
The UN.
The World Bank.
The WEF.
Your central bank.

All of them.
Same year.
Same urgency.

Have you ever wondered why?

You were told it is about climate goals.
Sustainable development.
Clean energy targets.
A better world by 2030.

That is the part they rehearsed.

Now let me show you what is underneath.

The Arctic is melting.
Precisely on schedule.

By 2030, a shipping route opens that changes everything.
A vessel from China to Europe saves 15 days per voyage.

15 days × Thousands of voyages.
Hundreds of billions repriced.
Overnight.

The Suez Canal becomes a secondary option.
The Strait of Malacca loses its leverage.
The Strait of Hormuz weakens its grip.

Every chokepoint the west championed.
Quietly made obsolete.

In October 2025.
Russia and China signed the deal.
Jointly develop this new Arctic highway.
Jointly commercialize it.

China officially declared its target.
Polar great power by 2030.

Moscow builds the route.
Beijing finances it.

And Washington?
Washington was still debating whether to buy Greenland.

But here is what nobody is covering.
A third country made its move.

Quietly.
Surgically.

December 2025.
India signed RELOS with Russia.
Naval access to 40 Russian Arctic and Pacific bases.

Two corridors activated simultaneously.

1) The Chennai - Vladivostok.
A direct eastern maritime lane.
India to Russia's Pacific coast.

Four Arctic-class vessels under joint construction.
5 million tonnes of cargo committed.
To the Northern Sea Route.
Indian seafarers now training for polar navigation.

2) The INSTC.
7,200 km of road, rail and ship.
Mumbai to Moscow.

Through Iran.
Through the Caspian.
Into Europe.

Which explains everything you are watching on your news.

Ukraine.
Gaza.
Iran.
Red Sea.
Hormuz.
Energy.
Fertilizer.

These are not separate crises.
They are pressure points.
Carefully activated.
To protect a dying Western order.

Ukraine bleeds Russia.
Gaza consumes the Middle East.
Iran gets sanctioned into irrelevance.
The Red Sea burns so the old shipping lanes.

Every fire you see has a landlord.
Every war has a balance sheet.

The old world order does not go quietly.
It goes expensively.
And someone else always pays.

But here is what the noise is designed to hide.

The INSTC bypasses every one of those pressure points.
The Northern Sea Route bypasses every one of those chokepoints.

The Chennai-Vladivostok corridor opens a lane the West cannot sanction.
The architecture of the new world order is already built.

And sitting at the intersection of every single new corridor.
Energy.
Maritime.
Arctic.
Eurasia.
Is one country.

Not loud.
Not declaring victory.

Just there.
At every table.
On every route.
In every corridor the new world runs through.

BHARAT.

Now turn off the news channel.
Stop watching the fire.
Watch who is building while the fire burns.

The reader who understands this today.
Is not reading headlines tomorrow.

They are reading the map.

Jai Bharat!!!
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by ricky_v »

https://www.newsonair.gov.in/india-and- ... -in-india/
India and the UAE have signed a series of landmark agreements covering strategic petroleum reserves, long-term LPG supply, and defence cooperation. The pacts were inked following high-level talks between Prime Minister Narendra Modi and President Sheikh Mohamed bin Zayed Al Nahyan in Abu Dhabi held amid the ongoing West Asia conflict. The UAE has also pledged investments worth 5 billion US dollars in India. Prime Minister Modi reached UAE yesterday on first leg of his five-nation tour.

One of the pacts include strategic collaboration agreement signed between Indian Strategic Petroleum Reserves Limited and Abu Dhabi National Oil Company to strengthen India’s energy security, including cooperation in petroleum reserves and possible collaboration on liquid natural gas and liquefied petroleum gas (LPG) storage facilities. The Ministry of External Affairs in a statement said, the agreement will enhance the UAE’s participation in India’s strategic petroleum reserves to 30 million barrels and set up strategic gas reserves in India. The two sides also signed a separate strategic collaboration pact on LPG, which is supposed to ensure long-term supply of the cooking fuel widely used in India.
imo the wider open geo trade and liberalisation of the world trade order is coming to a close. The main thing to break this is what i would term technically as "retard tax". There are only 2 ways to avoid this hefty penalty of retard tax that is imposed without rhyme or reason and is subject to change with any passing whim of the retard-in-chief, it should not matter that the incumbent will change, the institutions of the world order are forever altered and everyone should be taking steps to ensure that the strategic plans of the long-term are not subject to short-term schizophrenia.

The 2 ways are:
1) to publicly declare your vassalage and willingly put the golden fetters of servitude and push for taxation With representation as opposed to without currently
2) to form blocs with 101% super duper reliables to contain every means of production to sustain the population in the blocs in matters of production, agri products, water, chips - the current basic global necessities. This will also mean that the shipping routes between these blocs will need to be policed as the current self-appointed guardsman is more apt to resort to piracy and outright robbery.

This would lead to smaller nations getting shafted and to resorting to either of the above 2 moves
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by Manish_Sharma »

https://x.com/sidduu96/status/2055711147345768698?s=20
What began as geopolitical alignment has evolved into structural dependence, where global energy flows, shipping insurance, payment systems, and even access to critical commodities are increasingly vulnerable to political decisions made in Washington.

With an energy crisis already unfolding, the aftershocks are now sweeping across multiple sectors, most critically fertilisers, especially nitrogen-based fertilisers whose production depends heavily on natural gas.

The US-Israel-Iran war is proving to be a double-edged sword for the fertiliser sector.

The Strait of Hormuz is not merely an oil chokepoint, it is also one of the world's most critical fertiliser arteries. Around 16 million tonnes of fertilisers moved by sea from the Gulf region in 2024. Russia and Saudi are the largest supplier of Urea to the world, while the Middle East accounts for nearly 45% of global sulphur trade, a vital raw material for fertilisers, industrial chemicals and metal processing.

Now the disruption is spreading.

Since Iranian leverage against shipping intensified, vessels carrying ammonia, nitrogen and sulphur through Hormuz have slowed to a trickle. Qatar's QAFCO, the world's largest single-site urea export facility supplying roughly 14% of global urea exports, has remained offline after Qatar shut gas facilities following Iranian strikes. Doha has no viable alternative export route outside Hormuz.

This is where the crisis becomes far more dangerous than oil prices alone.

Roughly half of global food production depends on synthetic nitrogen fertilisers. Without them, crop yields collapse sharply. The impact would not remain confined to farms, it would cascade directly into the prices of wheat, rice, vegetables, livestock feed and eventually nearly every staple consumed by ordinary households.

The poorest nations would be hit first and hardest.

Unlike oil shocks, fertiliser shocks operate with delayed violence. The damage emerges during planting and harvest cycles months later, making the crisis slower, quieter and potentially more destabilising politically.

And looming behind this entire crisis is another potential disaster waiting on the horizon, a possible "Super El Nino".

Climate agencies and forecasting models are increasingly warning that the Pacific Ocean is rapidly warming toward what could become one of the strongest El Nino events in modern history. National Oceanic and Atmospheric Administration and the World Meteorological Organization now estimate a very high probability of El Nino conditions emerging and persisting through late 2026 into 2027. Some forecasts are even drawing comparisons to the catastrophic 1877-78 Super El Nino, one of the deadliest climate events ever recorded, which reportedly killed 50 million people through famine, or 3% of the world's population at the time. Although modern technology has transformed the social, political and economic landscape since the devastating 1877-78 El Nino, the coming event could still pose a profound threat to global food, water and economic security, since our atmosphere and oceans are substantially warmer than they were in the 1870s, which means the associated extremes could be more extreme.

One crisis attacks agricultural inputs such as ammonia, urea and sulphur. The other attacks the environmental conditions necessary for crops to grow in the first place.

Tied together with a mounting fuel and fertiliser crisis, the world is entering very dangerous waters.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

> Tied together with a mounting fuel and fertiliser crisis, the world is entering very dangerous waters.

Because they can't pass through the dangerous waters of the Strait of Hormuz.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by S_Madhukar »

So Russia+ME is blocked, what next Africa? To keep the greenback higher ?
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by ricky_v »

https://unherd.com/2026/05/trump-is-sna ... edition=us

But at the bottom of the world’s oceans lie the forbidden fruit of the mining sector: an estimated $20 trillion of deep-sea minerals. Since the Sixties, diplomats have fought over that unplucked fruit. Soon, the conflict will enter public view, bringing to a head many decades of diplomatic skirmishing.

The first fortifications were laid by a Maltese diplomat. With Uncle Sam soon to imprint the virgin lunar regolith with its first bootprint, Arvid Pardo urged the UN to declare another vast, unclaimed realm — the ocean floor — off-limits to colonists.


Eventually, in 1982, the UN came up with a treaty to govern deep-sea mining. It was an extraordinary document, outlining a proposal that the UN itself, via an entity called “the Enterprise”, be permitted to mine; that signatories’ mining operations, should they outcompete conventional mines in developing countries, could be compelled by UN judges to pause their work; that profits be taxed by the UN and redistributed among member states; and that if a signatory were to develop particularly effective mining technology, such as equipment that could mine a seabed five kilometers below the surface, it would have to share that technology with the rest of the world — even if the innovator were the US and a beneficiary were the USSR. Perhaps predictably, the proposals were greeted with obloquy from Ronald Reagan. The US did not sign the treaty, nor did it sign the watered-down version that followed.
Even without the Americans involved, the would-be regulators have found it impossible to reach an agreement. The International Seabed Authority (ISA), which was set up by the UN in 1994, continues to deliberate. Of particular difficulty is the unresolved question of precisely how much harm undersea mining will cause to marine life. Europe lobbies for caution; the Third World for a cut of the profits; but those who are best-placed to profit are becoming impatient. The Pacific island state Nauru is leading the charge, but Japan, Russia and India, too, are tired of waiting.

Over the years, the ISA has issued a limited number of licenses for commercial operations, sponsored by individual governments, to explore the ocean floor, if not yet to mine it.

But these various efforts do not touch the seabed and its $20 trillion booty. It has not escaped Washington’s attention that the ISA’s long delays suit China, which happens to be the body’s biggest funder.

Last April, the White House lost patience. President Trump signed an executive order via which the US has given itself the power to award deep-sea mining permits, bypassing the ISA. America’s favored mining companies will target the Clarion-Clipperton Zone, a vast stretch of the Pacific seabed where the local polymetallic nodules harbor metals — nickel, manganese, copper, cobalt — that are crucial for batteries.

Drums are now sounding in the deep. The US could issue its first mining permit this year or next, though large-scale activity will take several years more. The likely beneficiary is the Metals Company, whose two exploration licenses cover an area larger than Great Britain. These licenses, having been sponsored in part by Nauru and Tonga, are recognized by the ISA. Yet trouble looms. America is on the unilateral warpath, and already the old regime has suffered a defection. Japan, putatively a member of the ISA, has agreed to collaborate with the US, and in February, Tokyo announced that it had successfully extracted mineral-rich mud from elsewhere in the Pacific. Thought to be among the minerals in that mud is neodymium.
The CCP, still aiming to oversee regulation that suits Chinese interests, remains committed to the ISA, which is attempting to hurry things up. In July, the body will meet in Kingston, Jamaica, but whether Part II of its 31st International Session will be the one that does the trick, turning those exploration licenses into full-fledged mining permits, is unlikely. Those countries that desire a share of the subsea spoils must now decide whether to stick with the ISA, join the American breakaway — or start a piratical operation of their own.

Through Trump’s caprice, Britain retains the Chagos Islands. The importance of the US-UK base on Diego Garcia is by now well-known; a more underrated providential gift of the archipelago, however, is its proximity to the mineral riches of the Indian Ocean. There are polymetallic nodules in this ocean, too, and polymetallic sulfides: hydrothermal vents that look like spires from the Sagrada Familia and are rich in copper, zinc, gold and silver. On this particular battlefield in the war for critical minerals, it is India, now in possession of three regional exploration licenses from the ISA, that has been the most muscular.

Britain, committed to a moratorium on deep-sea mining, and perhaps unwilling to irritate India and China, did not compete for those licenses.
As an aside, it is curious to read an outright british oriented publication after many years, usually for all countries like in europe, they will follow the template of the americans, boiled down to the basics and straight even if it is a hit piece, yet here it is a meandering account with literary flourishes thrown in for good measure, quite a marked difference, maybe that is why the bbc is so adept at the snake oil dealership.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by ricky_v »

https://www.foreignaffairs.com/united-s ... r-delusion

https://archive.is/3xAzZ
In January, Canadian Prime Minister Mark Carney warned leaders gathered at the World Economic Forum in Davos that states caught between Washington and Beijing needed to stop negotiating alone. “If we’re not at the table,” he said, “we’re on the menu.” The line captured the mood of the moment. Across capitals and conferences, middle powers are suddenly back in fashion. Think tank reports and newspaper columns describe India as a pivotal swing state; hold up Brazil, Indonesia, Saudi Arabia, and Turkey as models of successful hedging; and urge Australia, Canada, Europe, Japan, and South Korea to coordinate more and rely less on the United States. A new vocabulary has followed: strategic autonomy, multialignment, minilateralism, variable geometry.

But this reading mistakes anxiety for strength. Middle powers are not becoming more visible because they are more powerful. They are becoming more visible because they are more exposed. The conditions that allowed many of them to flourish in recent decades are eroding. For years, they could shelter under U.S. hegemony, exploit an expanding global economy, and trade with rival powers without choosing among them. They could reap the benefits of scale without possessing it themselves.

That world is disappearing. Growth has slowed, globalization has become a contest over chokepoints, and great powers have grown more predatory. The United States is increasingly willing to use its dominance to extract concessions. China is using subsidies and export gluts to deindustrialize other countries, debt and infrastructure to make them dependent, and military harassment and economic sanctions to narrow their choices. The result is not a flatter world of ascendant middle powers but a harsher one in which the two top powers have more ways to bend others to their will.
The danger is that middle powers will respond to this new reality with symbolism instead of strategy. Summits and partnerships can create the appearance of autonomy, but they cannot substitute for raw power, which increasingly depends on the ability to finance, build, and command large systems of technology, industry, intelligence, logistics, and force. Nor can most states simply float between the United States and China, buying security from one, goods from the other, and market access from both. As rivalry hardens, hedging will start to look like betrayal. Washington and Beijing will make states show where they stand by restricting technology, rerouting supply chains, withholding intelligence, blocking investment, raising tariffs, or threatening military reprisals. In an increasingly hierarchical world, the middle is not an open marketplace. It is a minefield.
I am in broad agreement with the article, the above underlined also strikes closer to the truth, case in point, the very important and indispensable Quad, with a capital Q.
Middle powers still have cards to play. Many control assets the United States and China need: resources, military bases, ports, factories, technologies, armies. But these niches do not guarantee autonomy. They generate security and prosperity only when plugged into larger systems of protection, technology, finance, and markets. The path forward, then, is not endless coalition shopping to route around Washington and Beijing. It is alignment: choosing the great-power system that offers the best shelter from a country’s gravest threat, building national strength, and using that strength to bargain for influence inside the coalition. This rules out the fantasy of free agency. But it preserves something more valuable: the ability to survive and thrive in a more dangerous world.
Appreciate the naked assertion, most articles go multiple paras before timorously hinting at subservience as the optimal mode of surviving and sometime thriving, cue the next para:
The Cold War turned decolonization into a sustained middle-power moment. Locked in a global ideological rivalry, both superpowers had incentives to recognize new states, protect weaker partners, and compete for influence among them. The United States extended a security and economic umbrella over North America, Western Europe, and the first island chain in East Asia, stretching from Japan through Taiwan to the Philippines. Washington stationed forces abroad, opened its market, and supplied allies with capital and technology. The U.S.-led order was hardly benign everywhere: Washington helped topple governments in Chile, Guatemala, and Iran, and turned Indochina into a battlefield during the Vietnam War. But for allies such as Australia, Canada, Japan, and West Germany, U.S. hegemony provided shelter. It gave them room to grow rich, secure, and influential without becoming great powers themselves.

Soviet hegemony was harsher and poorer. It smothered autonomy in Eastern Europe and fueled revolutionary violence across parts of Africa, Asia, and the Middle East. Yet it, too, helped create a world of middle powers. Moscow backed decolonization, armed and subsidized friendly regimes, and built industrial capacity in Eastern Europe. Rather than absorbing midsize states outright, the Soviet Union often ruled them indirectly, through satellite regimes in Bulgaria, Czechoslovakia, East Germany, Hungary, and Poland, and subsidized clients outside Europe, such as Cuba and Vietnam. Many Soviet partners had little real independence, but they retained borders, bureaucracies, armies, industrial bases, and seats in international institutions.
The U.S.-led order made that escalator easier to ride. With American protection, dozens of countries could prosper without seizing colonies, building blue-water navies, or fully defending their own supply chains. The United States kept sea-lanes open, anchored the dollar-based financial system, and underwrote a world in which capital, goods, energy, and technology moved with unusual ease, especially as the introduction of shipping containers and digital coordination allowed global production to expand.

Countries that might once have been trapped by small markets, dangerous neighborhoods, or limited resources could plug into a global economy they did not have to police themselves. Mexico, Poland, South Korea, Turkey, and Vietnam became manufacturing nodes. Australia, Brazil, Chile, Indonesia, the Gulf states, and South Africa rode the commodity boom. India and the Philippines gained weight by providing services, while Ireland, Singapore, and the United Arab Emirates (UAE) became commercial hubs. The routes varied, but the result was similar: states below the great-power tier could reap the gains of global scale without possessing global power.
But now the foundations of the middle-power moment are crumbling. Hegemonic shelter is weakening, hyperglobalization is unraveling, and rapid growth is slowing. This pattern holds whether middle powers are defined materially, as the 20 largest economies after the United States and China, or politically, as states trying to maneuver between Washington and Beijing. Either way, the old supports are giving way.

The first to go was easy growth. Middle powers are now growing roughly a quarter to a third more slowly than during the 1990 to 2008 boom, leaving the typical economy more than 20 percent smaller than it would have been had the old pace continued. They have also stopped catching up with the United States. Many doubled their economic weight relative to the United States in the early 2000s; since then, most have fallen back by a third. Debt burdens are about one-quarter higher than they were in 2005, and productivity growth has turned negative in roughly two-thirds of these countries since 2008.

This is not just a bad cycle. The escalator that lifted middle powers is stalling because many of the easiest gains have already been made. Countries can pave highways, electrify villages, build ports, and move workers from farms to factories only once. After that, growth depends more on innovation, which is harder to generate and slower to spread. New technologies, including artificial intelligence, have not yet delivered productivity gains on the scale of earlier industrial breakthroughs.
And the above is where india should naturally come in, as the pm also stated in netherlands, paraphrasing, dutch (euro) science and indian ability to adapt and reach the masses in recurring iterations for technology and adaptability is the way forward. From my pov, the indian system should be geared so that yield gap in duration be reduced to the minimum possible value for every iteration of sciences and r&d developed elsewhere, we are far too late in the game, and too poorly structured to start hacking our way to success from the start.
U.S. semiconductor controls on China illustrate this hierarchy. Allies produce indispensable parts of the chip supply chain, but the United States sits across the stack, in design, software, equipment, cloud platforms, finance, end markets, and export-control rules that reach foreign firms using U.S. technology. After Washington imposed major chip restrictions in 2022, allies protested and sought relief for their companies. But Japan and the Netherlands ultimately adopted parallel restrictions, and South Korean and Taiwanese firms still needed U.S. authorization to keep their China-based fabrication plants, known as fabs, operating.

Trump’s “Liberation Day” tariffs, announced in April 2025, showed the same pattern. Middle powers were outraged by duties imposed on nearly every U.S. trading partner, including close allies. But few mounted a collective response, and fewer still forced Washington to back down. Most negotiated bilaterally for softer versions of the tariffs, seeking lower rates, sectoral exemptions, or partial relief in exchange for investment pledges, purchases of American goods, and policy concessions. They could bargain over the terms of U.S. pressure, but they could not escape the pressure itself.

China creates a different version of the same hierarchy. It lacks Washington’s financial and security reach, but its industrial scale lets it pull other countries into Chinese-centered supply chains. Its state banks can finance massive infrastructure and industrial projects, and its factories produce roughly a third of the world’s manufactured goods, with dominant shares in shipbuilding, batteries, electric vehicles, drones, solar panels, and rare-earth processing. That gives Beijing many ways to squeeze middle powers. It can buy up raw materials, flood markets with cheap exports, withhold financing or construction support from unfinished projects, and exploit foreign factories’ reliance on Chinese parts. Indonesia has nickel, but Chinese firms control much of its refining. Mexico and Vietnam benefit as supply chains move out of China, but many of their factories still depend on Chinese inputs. Middle powers may control valuable pieces of the system, but China often controls the industrial ecosystem around them.
If middle powers are back on the menu, the obvious response is to band together. That was Carney’s message at Davos, and the impulse is understandable. Coalitions can amplify middle powers’ voices and give them leverage on specific issues. But they cannot turn them into great powers, or guarantee them a permanent seat at the table.

The first problem is scale. The world is not multipolar. On the core measures of power, the United States towers over the field, China usually ranks second, and everyone else is crowded far below. The gap between the top two powers and the rest is much larger than the gaps between the middle powers themselves.

The EU embodies this paradox. Rich and deeply institutionalized, it looks like the world’s most promising middle-power coalition. But the EU is a product of U.S. hegemony, not an alternative to it. U.S. protection made European integration possible by suppressing the continent’s old security dilemmas. In doing so, however, it also smothered Europe’s will and capacity for hard power. Instead, in the post–Cold War era, Europe became a welfare superpower, spending less than two percent of GDP on defense but roughly 25 percent on social protection—more than half the world’s total, despite having just five percent of its population. The result is extreme dependence on the United States for intelligence, targeting, refueling, air defense, logistics, munitions, and long-range strike capabilities. Europe has repeatedly struggled to manage crises on its own continent, from the Balkans to Ukraine, let alone project power overseas.
That leaves the option Carney put forward in his Davos speech: “variable geometry,” a technical label for improvising coalitions issue by issue. But that is not a middle-power order. It is world politics as usual: states scrambling under pressure while stronger powers divide, bribe, threaten, and punish any coalition that tries to route around them. Some scholars imagine an à la carte order, in which middle powers shop freely for security here, technology there, and market access elsewhere. But the world is not a mall. It is a state of nature. After Europe built a mechanism called INSTEX in 2019 to bypass U.S. sanctions and continue trade with Iran, Washington threatened its users with exile from the dollar system. That same year, after Turkey bought Russian air defenses, Washington expelled it from the F-35 program. In 2025, as India continued buying Russian oil despite U.S. warnings not to, Washington hammered it with 50 percent tariffs.

China enforces its hierarchy just as aggressively. It pressed Cambodia to block ASEAN from criticizing Beijing’s military expansion in the South China Sea, punished Lithuania’s outreach to Taiwan by restricting trade and targeting Lithuanian inputs in global supply chains, and hit Australia with tariffs and informal bans on barley, wine, beef, coal, cotton, and lobsters after Canberra sought an inquiry into the origins of COVID. It also forced Vietnam to halt offshore gas projects with Spanish-, Emirati-, Russian-, and Japanese-linked firms by threatening confrontation and swarming drilling sites with maritime militia vessels. In a world riven by great-power conflict, variable geometry does not protect middle powers. It exposes them, because any coalition strong enough to matter is visible enough to punish.
If middle powers cannot stand alone, form a pole, or hide among ad hoc coalitions, they must choose a larger system to lean into. This does not require blind obedience. They can still trade widely and talk to everyone. But on the core issues of power—whose weapons to buy, whose intelligence to share, whose banks to rely on, whose chips and cloud platforms to build on, whose energy networks to join, and whose sanctions to enforce—they increasingly will have to pick a side. Hedging works when threats are distant and great powers tolerate ambiguity. It falters when rivalry hardens and both sides start asking the same question: are you with us or against us? For middle powers, the challenge is no longer how to avoid choosing. It is how to choose a patron without becoming a pawn.

Alignment is not submission. It is a strategy for turning niches into leverage. Alone, middle powers’ assets—ports, bases, chipmaking tools, mineral deposits, drone industries, shipyards—may not be enough to keep a country safe. But within a larger alliance, those niches can become bargaining chips for what middle powers lack: protection, intelligence, technology, capital, market access, and influence over strategy. The point is not to escape dependence, which is usually impossible, but to make dependence reciprocal. A country that proves itself useful to a superpower can become a partner the superpower consults, arms, funds, and defends.
the one that follows is popularly known as the cuck strategy
Japan shows how this works. As Michael Green recently explained in Foreign Affairs, Tokyo is not trying to replace American power in Asia; it is making itself indispensable to it. Japan gives Washington what it needs to compete in the region: local bases, technology, industrial capacity, ship repair, missile production, help organizing coalitions, and regional legitimacy, by making U.S. strategy look less like outside intervention and more like a coalition led in part by a major Asian democracy. In return, Japan gets access to the only power large enough to balance China, plus a stronger voice in how that power is used.

Finland and Sweden made a similar choice in Europe. They joined NATO not because they had forgotten how to defend themselves but because national resilience works better when backed by American power. NATO gained highly capable northern militaries, and Finland and Sweden got Article 5 protection. Australia, Poland, the Philippines, and South Korea are variations on the same theme: each is building national strength while making itself more valuable within a U.S.-led network.
For most middle powers, this is a choice among lesser evils, but it should be an easy one. The United States is an increasingly difficult patron. It bullies allies with tariffs, sanctions, export controls, demands for military access to their territories, and sudden policy swings. But it still offers what no other power can match: protection by the only military that can fight major faraway wars; access to the world’s deepest capital markets, largest consumer base, and leading innovation hubs; and entry into a large club of wealthy, capable allies. Just as important, American power runs through democratic institutions that outsiders can sometimes influence. Allies can lobby Congress, mobilize firms, shape media debates, and logroll with other U.S. partners. They may not win, but they can play.

China offers a thinner bargain. Beijing can build roads, finance ports, buy commodities, and supply cheap goods and industrial parts. For some states, that is useful. But beyond loans, infrastructure, and leverage against the West, Beijing offers little: no security umbrella, reserve currency, or open political channels through which weaker partners can bargain. Its power works by enclosure. It finances the port, supplies the construction companies, builds the network, processes the mineral, floods the market with exports, and seeks to buy less over time. What begins as development can become vassalage.

Ultimately, middle powers cannot choose whether or not to live in a hierarchical world. They must choose which hierarchy gives them the most room to maneuver. The danger is mistaking the performance of autonomy for the substance of power—celebrating summits, forums, and rousing speeches while the real levers of money, technology, energy, and force accumulate in stronger hands. Security will not come from standing alone or stitching together ad hoc coalitions but from bargaining effectively inside a larger system. Middle powers are not free agents in a flat world. But they can still prosper by partnering with a great power in an increasingly unequal one.
Again, broad agreement, but world politics usually operates in a troika, the leader, the challenger and the (helpless) watcher. The names and acronyms of organisations for the above may change but the configuration remains the same. As has been increasingly evident, the plays for the entire world including india are becoming limited, and will continue being so. The way out for india is to align with europe, the east and west, some in the middle east, asean and africa and create an interconnected system that has the guarantee of food, water, crude, chips and defense as a bare minimum.

The others will become america+ or china+
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by KL Dubey »

^^ Foolish over-simplifications. Very linear thinking. It ignores a lot of things that lead to long term (1000+ years) resilience and patience. The coming world is far more complex. Bharat will outlast temporal powers that exhaust themselves (ironically) to preserve their domination.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by S_Madhukar »

This is a good sign of the treacherous times ahead but then if the Soviets could not manage what gives US that hope I don’t understand- world is far more connected now and no one will blindly stick to US system for security- there are not that many lunatic countries that threaten the world and while you can nominate the axis of evil both US and China themselves are more likely the cause of trouble while hiding behind these axes of evil.
You can no longer control flow of information and money and that simply does not allow the kind of control they had in the previous century.
What might happen is an open support for lunatics in our neighbourhood which we must be ready to deal with strongly as well as expose their perfidy from time to time openly.
World is likely to enter another hot Cold War specially looking at bloodless kills for superpowers using drones and hybrid tactics. When superpowers feel invincible is when conflicts actually happen. The rest of the world should desist from such alliances to keep things in check and ensure superpowers are denied that space and opportunity to mess up our world
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

The history of human progress ins one of increasing circles of cooperation. Liberalism + nationalism combined have been one of the most potent forces of expanding and sustaining cooperation. Yuval Harari:

https://youtu.be/9NCxS__rtAo?si=OYIvuzKT83HH9rFm
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

(Middle-power alliances) The Asahi Shimbun reports:
Tokyo, Manila to begin talks on sharing info under a GSOMIA
https://www.asahi.com/ajw/articles/16603056
To counter military advances by China in the South China Sea, Japan and the Philippines will begin negotiations to sign a General Security of Military Information Agreement (GSOMIA).
...
....

Japan is hoping the Philippines serves as its eyes on developments in the South China Sea. It has exported a radar surveillance and control system to Manila and is considering providing computer systems for intelligence processing and command and control.

The Philippines signed a GSOMIA with the United States in 2024 so if a similar agreement is reached with Japan, the three nations would be better able to share intelligence regarding China.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

(Middle-power alliances) France24 reports:
Norway becomes ninth country to come under French nuclear deterrence scheme
https://www.france24.com/en/europe/2026 ... r-umbrella
In March, Macron unveiled a programme under which France, the European Union's only nuclear-armed country, would use its atomic stockpile to boost security on the continent.
...

The leaders of France and Norway said on Wednesday that Oslo will join a Paris-led nuclear deterrence scheme to bolster security on the continent.
...
Prior to Norway, eight countries had joined the programme – Belgium, Denmark, Germany, Greece, the Netherlands, Poland, Sweden and fellow nuclear power the United Kingdom.
"We are contending with the most serious security situation since the Second World War," Norway's Prime Minister Jonas Gahr Store said as he and French President Emmanuel Macron announced in Paris that the two countries had signed a defence pact.

"In the past six months, we have entered into defence agreements with both Germany and the UK, and I am pleased that we have signed a comprehensive defence agreement with France today," he said.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

(Middle-power alliances) Reuters reports:
Canada to buy Swedish early warning planes rather than US model
https://www.reuters.com/business/canada ... 026-05-27/
Canada, which says it wants to reduce reliance on U.S. defense firms, on Wednesday announced plans to buy a fleet of early warning planes from Sweden's Saab rather than a competing option from Boeing.

Prime Minister Mark Carney said Canada ​would opt for Saab's GlobalEye, which is based on Bombardier's Global 6500 jet.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by A_Gupta »

(Middle-power alliances) The Jakarta Post reports:
Indonesia, France grow closer amid global uncertainty
https://www.thejakartapost.com/world/20 ... _headlines
ndonesia has moved to deepen ties with France as President Prabowo Subianto ’s latest visit to Paris concluded with plans to elevate bilateral relations through a Comprehensive Strategic Partnership, which analysts say reflects Jakarta’s push to strengthen its defense capabilities as France expands its Indo-Pacific engagement.
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Re: Geopolitics/Geoeconomics Thread - June 2015

Post by g.sarkar »

https://sundayguardianlive.com/world/in ... st-195957/
India and the ‘New West’
Monish Tourangbam, May 24, 2026

For India, fissures and fragmentation within the West introduce new strategic complexities. Over the last two decades, both the United States and Europe have emerged as key strategic partners across multiple domains, despite persistent conceptual and functional challenges.
The “West” as a political, economic, and normative construct in international relations is no longer as self-evident as it once appeared. For decades after the Second World War, the transatlantic alliance between the United States and Europe served not merely as a strategic coalition, but as a central organising principle of the international system itself. States within and beyond this structure positioned themselves in either amity or enmity toward it. NATO institutionalised Western collective defence, the Bretton Woods system shaped global finance, and the language of liberal democracy, free markets, and a rules-based order underpinned both the rhetoric and practice of the West’s distribution of global public goods. For much of the post-war period, engaging the West meant dealing with a relatively coherent strategic and economic bloc. That coherence, however, is now under increasing strain.
Across the operationalisation of shared values and interests, the United States and Europe increasingly appear to be operating with diverging priorities, misaligned threat perceptions, and more transactional understandings of alliances. The result is not necessarily the collapse of the West, but the emergence of a “New West”—a more fragmented, contested, and fluid configuration of Western power and identity. This transformation carries profound implications for India as well. Since the end of the Cold War, New Delhi has calibrated its ties with the West on the assumption of a relatively cohesive transatlantic partnership, despite periodic disagreements. India’s strategic convergence with the United States, growing engagement with Europe, participation in Indo-Pacific frameworks, and integration into Western-led economic and technological ecosystems were all shaped by this operational logic. As fissures deepen within the Western alliance itself, however, India faces a new foreign policy test: navigating a West that is no longer fully unified in strategy, values, or priorities.
At one level, the “New West” remains a metaphorical construct. NATO still endures, the European Union remains a major political and economic entity, and the United States continues to anchor the transatlantic framework. Yet beneath this institutional continuity lies a widening divergence over alliances, burden-sharing, economic interdependence, security responsibilities, and even democratic values themselves. These tensions have become increasingly visible in recent years. The Munich Security Conference, once a symbol of transatlantic solidarity, now increasingly reflects strategic dissonance. European leaders speak of “strategic autonomy,” while Washington emphasises burden-sharing and transactional commitments. European capitals question long-term American reliability, even as the United States increasingly views allies through the lens of costs, reciprocity, and immediate strategic utility. The Trump administration, both rhetorically and through strategic documents, has repeatedly criticised Europe over immigration and warned of a looming “civilizational erasure.”
Historically, the West derived cohesion from a shared threat environment. During the Cold War, the Soviet Union served as the strategic glue binding American and European security interests, with NATO embodying a broader ideological and geopolitical compact. Post-Cold War triumphalism reinforced the idea of a consolidated West through NATO’s eastward expansion, deeper European integration, and the seeming irreversibility of liberal globalisation.
India’s engagement with the West evolved within this framework. While retaining strategic autonomy, New Delhi steadily expanded ties with Western powers after 1991. As China’s rise accelerated and Beijing grew more assertive, India’s partnerships with the United States and Europe gained greater geopolitical significance. The Indo-Pacific framework, the Quad, defence interoperability, technology cooperation, and supply-chain initiatives all emerged from this larger strategic environment.
Since the 2008 global financial crisis, economic dislocation, demographic anxieties, the rise of populism and polarization have steadily reshaped political discourse across Europe and the United States. For the first time in modern international relations, the West was compelled to confront the rise of formidable new power centres and the structural changes they introduced to global politics, economics, and security. As emerging stakeholders demanded a greater operational democratisation of global decision-making long dominated by the West, both the grammar and geometry of international relations began undergoing a significant transformation.
Questions of burden-sharing within NATO and the impact of new economic forces had already exposed strains within the West as it navigated an unprecedented global power transition. However, developments in recent years, particularly amid the Russia–Ukraine war and the onset of the second Trump administration, have been nothing short of seismic. While the war was expected to revitalise NATO against a common adversary, it instead exposed deeper anxieties over the future of European security and America’s role within it. It highlighted the risks of Europe’s overdependence on American security guarantees, underinvestment in defence, and renewed debates over strategic autonomy, common defence, and the need for a more independent European security identity.
Trump’s rhetoric on NATO, tariffs, burden-sharing, and relations with Russia and China reinforced the perception that Washington increasingly views alliances through a transactional prism. Although calls for greater European defence spending predate Trump, his style of engagement made these disagreements unusually public and politically corrosive. This is where the idea of the “New West” becomes more tangible. The transatlantic relationship is no longer sustained by inherited assumptions of solidarity alone but is being renegotiated in real time through competing strategic priorities and narratives. From the systemic challenge posed by China’s rise to the immediate security threat from Russia, and from Indo-Pacific priorities to reassurance in the Atlantic theatre, virtually every major issue is now open to renegotiation in search of new conceptual and operational frameworks.
......
Gautam
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