23 March 2025

Why is India quietly boosting ties with Afghanistan's Taliban? - Opinion

Derek Grossman

Derek Grossman is a senior defense analyst at the think tank RAND Corp. in Santa Monica, California, and an adjunct professor in the practice of political science and international relations at the University of Southern California. He formerly served as an intelligence adviser at the Pentagon.

The Taliban's reconquest of Afghanistan following the U.S. military's withdrawal in August 2021 generated serious strategic concerns for India. No longer would New Delhi have a friendly Afghan government in place. Nor would it benefit from having U.S. troops on the ground to serve as a bulwark against instability and terrorism, especially against groups seeking India harm, such as Lashkar-e-Taiba (LeT) and Jaish-e-Mohammed (JeM). And now, India's top rivals -- China and Pakistan -- are trying to fill the power vacuum, with potentially significant economic and security consequences.

Why Won’t Baloch Civil Rights Groups Condemn the BLA?

Kiyya Baloch

In an unprecedented attack, Baloch nationalist separatists hijacked a moving passenger train in southwestern Pakistan on March 11 and took more than 400 passengers of the Jaffar Express hostage.

After nearly 30 hours, Pakistan’s military announced on the evening of March 12 that security forces had rescued more than 300 hostages in a counter-operation. However, on March 14, the Baloch Liberation Army (BLA), which took responsibility for the attack, claimed it had executed 214 captives. The conflicting statements highlight the longstanding challenge of independently verifying information in Balochistan, where both the militants and the state impede the free flow of information.

The attack once again triggered debate in Pakistan – not over massive security failures or the province’s long-standing grievances, but rather on why the Baloch civil rights movement and its leadership do not publicly condemn the BLA.

A Surge in Violence and Pressure on the Baloch Yekjehti Committee

Balochistan, Pakistan’s largest but most volatile province, has long been a scene of violent separatist insurgency and ethnic tensions. However, the scale and intensity of militant attacks have surged in recent years. Observers say Pakistan’s military strategy, which prioritizes force over addressing underlying political and economic grievances through dialogue, has aggravated the insurgency and deepened ethnic tensions.

U.S.-Japan Economic and Technology Security Cooperation

Roundtable with Daisuke Kawai, Crystal Pryor  and Kazuto Suzuki

Amid an era of rapid technological advances and a shifting geopolitical environment in the Indo-Pacific, the United States and Japan have both identified economic security as a core strategic priority. Competition for technological leadership and concerns over emerging dual-use technologies have complicated trade and supply chain relations by blurring the lines between market-based economic interests and national security priorities, while expanding global connectivity, digital commerce, and cross-border data flows have introduced new risks and challenges as well as opportunities. Meanwhile, leadership transitions in the United States and Japan raise questions about each country’s approach to the changing strategic environment in the region.

On January 28, 2025, NBR held a discussion in Seattle with Michael Beeman, Saori Katada, Daisuke Kawai, and Crystal Pryor on how the United States and Japan are approaching economic security under an evolving strategic environment. Makoto Iyori, Consul-General of Japan in Seattle, delivered welcome remarks.

China Watches, Taiwan Learns: Ukraine’s War and the Indo-Pacific

Benedetta Girardi, Davis Ellison and Tim Sweijs

China’s coercive campaign against Taiwan has escalated in recent years. Beijing’s approach has evolved from putting political and economic pressure on the island’s leadership and now includes expansive military exercises considered by many to be rehearsals for forced unification. It has sparked debate amongst political and military experts about what form such forced unification could take: Will the People’s Liberation Army (PLA) services seek to strangle the island’s economy through a semi-permanent blockade? Will they boil the frog over time through an on-and-off blockade? Or will they land a knock-out punch in a Sea Land Invasion?

If one thing is certain, it’s this: Beijing’s calculation will be shaped by whether Taiwan is ready to defend itself. For Taiwan to do so successfully, it will have to learn lessons from the war against Ukraine, a country that failed to deter an attack from a much more powerful neighbor, yet has been able to successfully defend itself since.

From the Steppes of Ukraine to the Shores of Formosa

Though distinct in terms of geography, size, and military doctrine, Taiwan and Ukraine share many parallels. Both are democracies with strong national identities threatened by authoritarian neighbors that claim historical sovereignty over their territories. They are strategic hotspots in their respective regions. Ukraine serves as a buffer between Russia and NATO, while Taiwan is a critical component of the Indo-Pacific security and trade architecture. Last but not least, Kyiv and Taipei both face overwhelming military asymmetry against their adversaries.

Cashing in on conflict

Alastair Macbeath

For over 60 years, illicit economies have fueled Myanmar’s conflicts, shaping political power, financing insurgencies, and sustaining armed actors. Since the 2021 coup, the interplay between organized crime and conflict—the so-called ‘crime–conflict nexus’—has deepened, making criminal markets a critical factor in Myanmar’s future.

This report examines how illicit trade, from drug trafficking and arms smuggling to human trafficking and environmental crimes, drives instability in Myanmar. Illicit economies in Myanmar are deeply intertwined with the country’s political structures and conflict dynamics. For decades, criminal markets have not only funded armed groups but also shaped power balances at local, regional, and national levels. This interdependence means that actors engaged in these illicit networks could become key players in any future peace settlement, raising concerns about how crime and governance might continue to overlap.

One of the most lucrative and destabilizing industries in Myanmar is the heroin and synthetic drug trade. The country remains one of the world’s largest producers of methamphetamine and opium, with trafficking networks extending across Thailand, China, India, and Laos. These illicit revenues fuel both the military government and ethnic armed groups, ensuring that drug production remains a central driver of conflict. Without alternative economic opportunities for communities dependent on opium cultivation, efforts to dismantle the trade will be met with resistance.

Report of the Webinar on China’s Rapacity for Mining Tibetan Resources: When Will the Greed End? (Climate Crisis in Tibet-III)

Martin A. Mills, Gabriel Lafitte, Zsuzsa Anna Ferenczy, Sriparna Pathak, Lobsang Yangtso & Jagannath Panda

The Tibetan Plateau – Asia’s water tower and China’s major source for critical minerals like copper and lithium – is facing severe ecological degradation due to China’s extensive infrastructure projects, including mega-dam building, forced relocation of Tibetans, and mining. The increase in the so-called development projects such as the 2006 Golmud-Lhasa railway link among other such initiatives via China’s “Western Development Strategy,” or the “Go west” policy have only facilitated exploitation of Tibet's natural reserves including critical minerals.

Although, on paper China has referred to its development strategy in Tibet – which it has now renamed as “Xizang” to scuttle the region’s identity further – as a tool to provide economic reforms in the western provinces, at par to the highquality development in other well-to-do parts. However, rather than reducing poverty, industrial development and other such activities are wreaking havoc on the already accelerated rate of climate change in the region, which is threatening not only the water security of downstream nations like India and Bangladesh but also Tibet’s own biodiversity and entire Himalayan ecosystem.

Would Americans Go to War Against China?

Alexandra Chinchilla, Paul Poast, and Dan Reiter

When it comes to military force, U.S. President Donald Trump has taken a starkly split stance. On the one hand, Trump is a self-professed skeptic of foreign entanglements. He has rapidly warmed relations with Russia in hopes of ending the war in Ukraine. His “America first” foreign policy is generally critical of military engagement abroad. And during the inaugural address, he said that his second presidency would be judged by “the wars we never get into.” On the other hand, Trump continuously flaunts American military might. His State Department declared that the United States would intervene if China attacked the territory, ships, or aircraft of the Philippines—a U.S. treaty ally. He has made flamboyant threats against Iran and North Korea. Since his election, Trump has also been bellicose toward U.S. friends, declaring that Canada “would make a great state” and that he would consider using the military to take Greenland and the Panama Canal.

On the surface, this combination of isolationism and belligerence might seem to reflect Trump’s general unpredictability, or even incoherence. The president, after all, is known for expressing views that contradict his broader stances. But it turns out that the American public is also quite willing to use force despite an apparent preference for withdrawal. The country has swung wildly in its hawkishness, from the isolationism of the 1930s to the belligerence of the early 1980s. But now, it has assumed a hedgehog-like posture, pulling back but still prickly. When asked whether they think Washington should play a larger or smaller role in the world, most Americans opt for a reduced footprint. But in a survey we conducted in July of ordinary Americans as well as of former U.S. policymakers, we found that clear majorities support attacking China if the People’s Liberation Army were to hit U.S. ships in the South China Sea. They were supportive irrespective of whether American troops were killed in the strikes. And the findings suggest that Americans would be willing to deploy U.S. troops against other U.S. adversaries, as well.

Testimony Before the U.S.-China Economic and Security Review Commission’s hearing ‘Made in China 2025—Who Is Winning?’

Sunny Cheung

Co-Chairs, Vice Chair Randall Schriver and Commissioner Michael Kuiken: Thank you for the opportunity to testify today on “Made in China 2025.” My testimony will focus on one of the most critical objectives within this industrial strategy—advancing robotics and autonomous technologies. I will provide an overview of China’s strategic approach, key industry players, and the broader economic and geopolitical ramifications of its rapid advancements in these sectors.

“Made in China 2025” (MIC 2025) was introduced in 2015 as China’s strategic industrial policy aimed at transforming the nation from a manufacturing powerhouse known for low-cost labor into a global leader in high-tech industries. MIC 2025 identified ten key sectors for targeted development, including robotics, high-end CNC (computer numerical control) machine tools, AI, new-energy vehicles, aerospace, and biopharmaceuticals. The plan emphasized technological self-sufficiency, innovation-driven development, and industrial upgrading, reducing reliance on foreign suppliers, particularly in critical technologies like semiconductors, automation, and artificial intelligence.

Although China officially downplayed MIC 2025 in public discourse after facing strong backlash from the United States and other Western countries—who viewed it as an aggressive industrial strategy threatening global competition—the plan’s objectives never disappeared. Instead, they were integrated into a broader range of policies and state-led initiatives that continued to receive extensive financial and political support. Over the past decade, China has implemented massive subsidies, state-backed investment funds, and regional development policies to accelerate the growth of strategic industries, particularly robotics and automation, as part of a broader push to enhance national technological sovereignty.

Xi Struggles to Keep Military Construction Reform on Course at Two Sessions

K. Tristan Tang

In early March, the annual “Two Sessions” (ไธคไผš) meetings took place in Beijing (2025 Two Sessions, accessed March 4). Beyond the headline gatherings of the National People’s Congress and the Chinese People’s Political Consultative Conference are a number of smaller meetings. In the military domain, one of the key events is the plenary meeting of delegations from the People’s Liberation Army (PLA) and the People’s Armed Police (PAP). Since 2013, President Xi Jinping has attended the meeting, listening to representatives’ opinions and suggestions and delivering speeches.

This year, Xi for the first time addressed the July 2023 investigations and dismissals of numerous PLA and defense industry officials for corruption in the procurement of military equipment, disciplinary issues, and other charges (China Brief, September 20, 2023). This coincided with the announcements that several senior PLA deputies were dismissed from their posts and the news that dozens of generals and admirals were absent from the meetings, likely because they too are under investigation. This resulted in a noticeable decrease in the number of PLA attendees (Financial Times, March 1).

The China-Russia partnership and the Ukraine war: aligned but not allied

Marc Julienne

Just over two weeks before Russia invaded Ukraine on 24 February 2022, President Vladimir Putin traveled to Beijing to attend the opening ceremony of the Winter Olympics. During his visit, he held a bilateral meeting with Xi Jinping, which resulted in the publication of the Joint Statement on the International Relations Entering a New Era and the Global Sustainable Development.1

At the time, Putin and Xi described their relationship as a "friendship without limits." However, the joint statement did not explicitly mention this phrase or their bilateral ties. Instead, it presented an in-depth articulation of their shared vision for the global order.

Following Russia’s invasion of Ukraine, China refrained from repeating the "limitless friendship" rhetoric, yet both countries continued to advocate for a reformed international system—one they see as dominated by the United States and shaped by Western values they regard as biased. As stated in the February 4th joint statement, China and Russia pledged "to promote genuine democracy," in contrast to what they called Western "'democratic standards' [that] prove to be nothing but flouting of democracy and go against the spirit and true values of democracy."2

Data-Centric Authoritarianism: How China’s Development of Frontier Technologies Could Globalize Repression

Dr. Valentin Weber

Introduction

Data-centric technologies are transforming how autocrats relate to information. Since the days of kings, queens, tsars, and emperors, information has been crucial to authoritarian projects of crushing dissent. Indeed, their spies and police forces would regularly serve up information on clandestine meetings and opposition movements. In the dictatorial regimes of the twentieth century, such as communist East Germany, surveillance—some of it tech-assisted—took on a pervasive character, leaving no facet of social or private life fully protected from prying eyes (or ears). Despite the introduction of technological tools, however, keeping people under watch remained a profoundly human endeavor. Devices might record conversations, but human security officers would have to manually sift through and make sense of the words on tape.

Today, technological advances in areas such as Internet of Things (IoT) devices, cloud computing, and artificial intelligence (AI) help convert unprecedented volumes of information—consumer transactions, political speech, train trips or walks down the street, and even whether someone is happy or sad—into digital data.1 Security services can still use these data the old-fashioned way, manually perusing a given individual’s digital traces to build charges against a dissident or assess someone’s loyalty to the state. Yet they can also feed data en masse into automated systems that categorize people or flag population-level trends. While authoritarian leaders and their security apparatuses still make public security decisions most of the time, algorithms can increasingly offer or even implement a menu of options for repression.2

A Three-year War and Four Lessons for Europe

Alessandro Marrone

The tragic third anniversary of the Russian invasion of Ukraine that began on 24 February 2022 witnesses the start of diplomatic talks between Russia and the United States on the possible end of the conflict. Three years of large-scale, high-intensity war of attrition in Europe, with over a million dead or injured soldiers, offers at least four politico-military lessons for European countries, the EU and NATO. Lessons to bear in mind through this negotiation for the future not only of Ukraine but of the security of the whole continent.

Russia is willing and able to bear the enormous costs of a war of invasion…

The first lesson is that the Russian regime has been able to bear the political, military and economic cost of an unprovoked war of invasion beyond national borders for three years. Over half a million Russian soldiers killed or wounded on Ukrainian soil, almost a million citizens who fled abroad to avoid conscription, the huge military losses – from half of the Black Sea fleet to hundreds of destroyed tanks –, as well as inflation and economic disruptions caused by Western sanctions, have not significantly weakened Putin’s leadership. Sure, there was an attempted mutiny by the Wagner mercenary company in 2023, nevertheless the rebels were eliminated without too many problems for the Kremlin.

Ukraine’s Moment of Truth: Accept Trump’s Terms or Face Battlefield Collapse?

Boaz Golany

Ukraine Has a Tough Choice to Make in Russia War

Since the end of WWII in 1945, May 9th (victory day of the Red Army over the Nazis) has become one of the most important dates on the Russian calendar. Until 1990, it was as important as Nov. 7th (the Communist Revolution Day). Since 1991, the only other holiday equally important for the Russians is Novy God (their New Year’s celebration).


In the remaining weeks until May 9th, 2025, we will likely witness dramatic changes in the war raging in Ukraine since February 2022.

These changes can evolve in one of the following two directions. Either Ukraine will accept the harsh terms that President Trump is trying to impose, or it may face a major defeat on the battlefield.

Territorial Skirmishes

Ukraine’s invasion of Kursk was a “wild card” move that aimed at knocking the Russians out of balance, forcing them to withdraw troops from Ukrainian territory and, as some Ukrainians were hoping, leading them to agree to a ceasefire deal in which areas the Russians captured in Ukraine would be given back to Ukraine in return to the land they lost in Kursk.

End State

Mike Kelly

The Road to Riyadh…

Opportunity lost

President Putin missed an opportunity with Ukraine’s move toward an EU Association Agreement (AA) in 2013. Had Putin endorsed Ukraine’s AA aspiration, while simultaneously signing on with Russia’s EEU (Eurasian Economic Union), with security and diplomatic ties, Ukraine could have served as a conduit between Russia and the EU. But Putin’s zero-sum game mentality could not reconcile the economic, informational, and intellectual benefits against the potential loss of control from the imagined threat of the rule of law, liberal democracy, and social values, etc. The subsequent Maidan Revolution and fleeing of the pro-Russian Ukrainian President Yanukovych led to Russia unnecessarily seizing the Russian naval port in Crimea; Russia had a lease on the facility until 2040. The negligible Western reaction was followed by further advances into the eastern Ukraine oblasts, which again went largely unpunished except with economic sanctions and some Russian asset freezing. Renewed Russian advances in 2022 finally resulted in belated overt Western military aid, financial and diplomatic support for Ukraine.

How rearmament can make us rich Europe must invest in high-tech weapons

Edward Luttwak

On May 1, 1954, for its May Day air show, the Soviet Air Force flew a pair of four-engined Myasishchev-4 jet bombers over Red Square. With their ultra-modern lines, and dimensions large enough to suggest a sufficient range to reach Washington DC, they made a powerful impression. In those days, of course, there was no high-altitude photography — let alone the later satellite imagery that could reveal new Soviet aircraft in their prototype stage, long before they could be perfected or put into production at scale.

All the Pentagon had to rely on were CIA defector reports, rarely helpful and quickly outdated. But it was a second display, in 1955, that sowed panic in Washington. That July, 10 Mya-4s flew past the Tsushino airfield reviewing stand, before diving out of sight and returning with eight more, creating the false impression that the Soviets had 28 such aircraft overall. Wrongly assuming that Moscow had increased production from two to almost 30 in a single year and would continue to ramp up output, the CIA and Air Force Intelligence predicted that, by 1960, the Soviets would have 800 Mya-4s, enough to attack even smaller American cities.

In the meantime, the Mya-4’s Mikulin engines primarily designed by captured German engineers proved unsuitable for intercontinental flight: they were too fuel-hungry to reach Washington DC. But terrified into action, the US military establishment started down a path that would revolutionise technology for the rest of the century, while also turning the US into a computer superpower. So long as it pays for truly new technology with a broad scope, and not for more of the same, even unnecessary military spending can still prove very useful, turning the wealth it absorbs into innovation and economically important technological advances. It’s a valuable lesson for governments considering how to rearm in our own time.

Missile developments in the AI era

Neil Thompson

Western efforts to integrate artificial intelligence (AI) into military operations and technology development (including drone and missile targeting) are no longer in their early stages. Projects for implementing AI into the armed forces like the US military’s Project Maven, which began in 2017 and is expected to report later this year, are beginning to bear fruit.

Though AI breakthroughs for missile targets are still around four years away, according to Courtney Manning, director of AI Imperative 2030 at the American Security Project, defence companies are making a number of innovations using AI that can be applied to upgrade already-existing weapons technologies like missile systems.

These innovations will accelerate in the coming decades as Western militaries face renewed challenges from geopolitical rivals like Russia and China.

“With the recent downsizing of the federal workforce and increased participation of tech moguls like Elon Musk in the current administration, I now expect that [US] technology firms themselves will have a greater impact on the way AI is incorporated in US [weapons] systems than any [government-lead] Maven-like initiative,” Manning said.


Will Trump Call Putin’s Bluff in Ukraine Talks?

Andrew C. Kuchins

The launching of negotiations last month between the Trump administration and Russia and Ukraine for an agreement to end the war has been head-spinning, to say the least. How these talks unfold may well recast international security long into the future. This will be a case study in negotiations that will likely generate decades of debate and analysis amongst scholars and analysts of international studies.

The phone call between Donald Trump and Vladimir Putin on March 18 did not significantly alter the parameters of these talks. The most significant development was the Russian agreement not to attack Ukrainian energy and infrastructure for thirty days, but their negotiating position has not altered much. In fact, it may have stiffened as they demanded that foreign military support for Ukraine be stopped. Donald Trump and Vladimir Putin still face critical questions whose answers will determine the fate of these negotiations.

Let’s start with Donald Trump’s position. Firstly, he should be applauded for trying to end the war. However, the devil is always in the details in such matters, and there are many reasons to question whether Trump and his team are sufficiently skilled and patient to execute such a challenging negotiation. Already, Trump’s team has attracted much criticism for supposedly giving away critical negotiating assets, like claiming NATO membership for Ukraine is out of the question and acknowledging that Kyiv will need to make some territorial concessions for peace. However, neither of these assets is necessary for negotiations to succeed. There will have to be Ukrainian territorial concessions, and NATO membership is, and probably always has been, off the table. It is also fair to say that after three years of brutal war, Washington’s policy of offering only sticks and no carrots needed adjustment.

Tesla's challenges run deeper than 'toxic' controversy around Elon Musk

Theo Leggett

Ben is a staunch electric car advocate. He runs a communications firm that promotes sustainable businesses in the UK. Yet now, he says, the Model Y has to go – because he disapproves vehemently of Tesla CEO Elon Musk's actions, especially the way he has handled firing US government employees.

"I'm not a fan of polarisation, or of doing things without kindness," he says. "There are ways of doing things that don't ostracise people or belittle them. I don't like belittlement."

Ben is part of a wider backlash against the Tesla boss that appears to have been gathering momentum in recent weeks, since Musk was appointed head of the controversial Department for Government Efficiency (DOGE), charged with taking an axe to federal government spending.

Musk has also intervened in politics abroad, making a video appearance at a rally for the far-right party Alternative fรผr Deutschland ahead of Germany's parliamentary election, as well as launching online attacks on British politicians, including Prime Minister Keir Starmer.

For some who do not share his views, it has all become too much.

There have been protests outside dozens of Tesla dealerships, not only in the US, but also in Canada, the UK, Germany and Portugal.

Environmental destruction in conflict: broadening accountability in war

Iryna Rekrut 

In this post, part of the Emerging Voices series, Iryna Rekrut, Legal Fellow at the Center for Gender & Refugee Studies, proposes an additional potential avenue that could also be used to improve accountability for environmental damage under the Rome Statute. She argues that a more expansive interpretation of existing provisions – particularly refining the definitions of “widespread,” “long-term,” and “severe” damage – could meet the evidentiary burden and make prosecution more viable under current international law.

Throughout the development and evolution of international humanitarian law, the environment has been considered as important and deserving of protection. Legal frameworks, such as the Rome Statute, criminalize damage to the natural environment during warfare. However, the high thresholds for prosecution have – so far – hindered its usage and respective accountability. There are ambitious initiatives that seek a broader and actionable definition. To enhance accountability for environmental offenses, it is necessary to advocate for its implementation and also explore expanding the interpretation of the existing war crime in the Rome Statute.

Putin just called Trump’s bluff on Ukraine, with the Russian art of the ‘no’ deal

Nick Paton Walsh

A “no” is not a “yes” when it is a “maybe,” a “probably not,” or an “only if.”

This is the painfully predictable lesson the Trump administration’s first real foray into wartime diplomacy with the Kremlin has dealt. They’ve been hopelessly bluffed.

They asked for a 30-day, frontline-wide ceasefire, without conditions. On Tuesday, they got – after a theatrical week-long wait and hundreds more lives lost – a relatively small prisoner swap, hockey matches, more talks, and – per the Kremlin readout – a month-long mutual pause on attacks against “energy infrastructure.”

This last phrase is where an easily avoidable technical minefield begins. Per US President Donald Trump’s post and that of his press secretary, Karoline Leavitt, the agreement concerned “energy and infrastructure.” These are two entirely different sets of ideas.

Russia says it will not attack Ukraine’s electricity grids and gas supplies, as it has mercilessly over the past years, to the extent that Ukraine’s winters have always been a dicey dance with icy families and reserve power sources. The White House, confusingly – in a disagreement, typo or translation nuance – has extended this truce to potentially every part of Ukraine that is considered infrastructure: bridges, perhaps key roads, or ports, or railways. It has created conditions that are almost impossible for Russia’s relentless pace of air assaults – which resumed, as they do every night, on Tuesday night – to adhere to.

So What Did Putin And Trump Agree On? A Partial Ukraine Cease-Fire Anyway – Analysis

Mike Eckel

It’s a cease-fire. But what kind of cease-fire?

More than three years into the Russia’s all-out invasion of Ukraine, the White House and the Kremlin on March 18 announced a broad agreement aimed at pausing a conflict that has killed and wounded more than 1 million men on both sides.

The contours of the deal were announced after a roughly two-hour phone call between presidents Donald Trump and Vladimir Putin – the second such call of Trump’s presidency, and arguably the most consequential to date.

Ukraine, under intense pressure from the White House that included an acrimonious Oval Office meeting with President Volodymyr Zelenskyy had already signed on to the US proposal for a 30-day pause in fighting, with the caveat that Russia had to as well.

So What did Moscow Agree to Exactly?

“My main conclusion here is that Moscow is quite comfortable with Trump, but for reasons other than almost everyone discusses,” Nikolai Sokov, a former Russian diplomat who is now with the Vienna Center for Disarmament and Non-Proliferation, told RFE/RL. “Moscow can bargain with Trump whereas Europe insists its position is right and should be accepted without bargaining.”

Cyber Activity Balance 2024: The European Union in Focus

Jakob Bund, Annegret Bendiek & Jonas Hemmelskamp

The persistent nature of threats enabled by cyber and information space (CIR) capabilities has put the response strategies of governments in Europe and beyond to the test. The cumulative gains cyber campaigns seek to develop challenge traditional diplomatic tools that are designed to impose one-off consequences. 

To further the understanding of how foreign and security policy instruments can contribute to countering these threats, the European Repository of Cyber Incidents (EuRepoC) has been tracking cyber operations of political implication and state responses over two and a half decades. 

The Repository combines this depth in data with the continuous daily expansion of the dataset to enable short-term and long-term trend analysis. Focusing on the EU landscape, the key findings presented in this 2024 edition of the Cyber Activity Balance1 draw on EuRepoC’s open-source based contribution to empirically-driven cyber peace and conflict research. 

Ransomware attacks are leading on intensity 

Following a surge in threat activity documented for the EU in 2023, activity remained at an elevated level in 2024. Operations against EU targets increased by 16%. Considering the slight decrease in the volume of operations tracked globally (excluding EU member states) of 6.3%, this development points to a concentration of malicious activity against EU targets in 2024.

Why Did Israel Restart the War in Gaza? - Analysis

John Haltiwanger

Israel resumed large-scale airstrikes against Hamas on Tuesday, shattering a fragile cease-fire and dashing hopes for an end to a devastating war in Gaza, which has killed tens of thousands of Palestinians and left the enclave in ruins. More than 400 people were killed by the Israeli strikes on Tuesday, according to the Gaza Health Ministry.

Israeli Prime Minister Benjamin Netanyahu’s office said in a statement that the strikes were conducted due to Hamas’s refusal to release hostages and its rejection of cease-fire extension proposals.

Why Stock Markets Don’t Like Trade Wars

Cameron Abadi and Adam Tooze

U.S. stock markets have lost some $5 trillion in the three weeks since U.S. President Donald Trump initiated a series of trade wars. Tariffs have been raised against multiple countries on various products. Trump has lashed out in various directions, often rescinding tariffs only to threaten to reimpose them and doing so with allies, competitors, and adversaries alike—from China, to Canada, to Europe. Anyone who had thought the administration would only use tariffs as a threat was quickly disabused of that notion.

What sort of information do falling stock markets convey about tariffs? Should the United States want the jobs that tariffs promise to bring back? And does Trump’s agenda call into question the post-neoliberal project embraced by some Democrats?

AI Dependence and Political Blind Spots Undermine Beijing’s War Strategy

Shannon Vaughn

Introduction

China’s military modernization is advancing at an extraordinary pace, driven by its CMF strategy, which integrates technological advancements from the private sector directly into the PLA. A key component of this transformation is the use of AI (ไบบๅทฅๆ™บ่ƒฝ) for cognitive warfare (่ฎค็Ÿฅๆˆ˜), a strategy akin to Chapter 3 of Sun Tzu’s Art of War, which is aimed at shaping battlefield conditions and manipulating the perceptions of adversaries long before kinetic conflict begins. By leveraging AI-driven predictive modeling (ไบบๅทฅๆ™บ่ƒฝ้ข„ๆต‹ๅปบๆจก), behavioral analytics (่กŒไธบๅˆ†ๆž), and social control mechanisms (็คพไผšๆŽงๅˆถๆœบๅˆถ), Beijing seeks to offset the PLA’s fundamental weakness: its lack of modern combat experience.

China’s homegrown cognitive warfare doctrine extends beyond military applications, leveraging AI-enhanced psychological operations to influence domestic and foreign audiences alike. This approach incorporates disinformation campaigns, narrative shaping, and public opinion manipulation at home, which could prove beneficial to future non-kinetic operations abroad. Reports suggest that China has already deployed sophisticated machine learning models to create personalized propaganda aimed at swaying opinions in Taiwan and other key regions. Such tactics serve a dual purpose: dissuading adversaries from engaging in military conflict while reinforcing the CCP’s hold on domestic stability.