August 12, 2026No Comments

Security, Economy, Alliances: Drivers of US Policy Toward Iran

By Anurag Mishra (US Team) and Martina Ferraresi (Iran Team)

Introduction

Divergent foreign policy philosophies have produced recurring patterns in US policy toward Iran since 2001. Rather than tracing a single ideological arc, three analytical drivers - security imperatives, economic instruments, and alliance commitments - better explain the continuities and ruptures across administrations, revealing why engagement and confrontation have repeatedly alternated without resolving the underlying strategic dilemma.

Security: The Nuclear File and the Proxy Threatย 

In 2002,ย President Bushย labelled Iran part of the โ€œAxis of Evilโ€ over its nuclear program. Aย 2007 US National Intelligence Estimateย found Iran had likely halted covert weaponisation by 2003, followed byย 2006 UN sanctions. Diplomacy under President Obama produced theย JCPOAย in 2015, restricting Iranโ€™s program in exchange for sanctions relief.ย President Trumpย withdrew the US from the agreements in 2018, despite the IAEAโ€™s verified Iranian compliance; by July 2019, Iran breached its limits on its stockpile of low-enriched uranium, going beyond theย JCPOAโ€™s cap.ย President Bidenโ€˜sย Vienna talks in 2021 stalled by 2022, with sanctions remaining in place. Iran began enriching toย 60%, reaching roughlyย 3,800ย kg by August 2022, with experts warning that it contained sufficient fissile material for at least one nuclear device, although weaponisation would require additional technical steps.

Furthermore, Iranโ€™s strategic doctrine relies deeply onย proxy warfareย through the โ€œAxis of Resistanceโ€, a decentralised network including Hezbollah, Hamas, the Houthis, and Shiสฟa militias. Rather than deploying its own forces directly,ย Iranchannels weapons, training, and funding through the IRGCโ€™s Quds Force, often via Hezbollah, to partners whose local agendas align with Tehranโ€™s goal of pressuring Saudi Arabia, Israel, and the US. This asymmetric architecture lets each actor pursue its own interests while serving Iranian power at low cost. Theย 2020 killingย of Quds Force commanderย Qassem Soleimaniย struck this networkโ€™s operational core but did not dismantle it: after Hamasโ€™s October 7, 2023, attack, the entire axis mobilised in coordination, closing what little remained of any diplomatic window and locking the region into a new cycle of escalation.

Economy: Sanctions as Strategyย 

Sanctions have functioned as the USโ€™s primary lever of coercive diplomacy against Iranโ€™s nuclear program. In July 2010, Congress passed CISADA, marking the shift from targeted export controls to systemic financial warfare. The meaning of CISADA was to sanction foreign banks and companies for doing business with Iranโ€™s energy sector or sanctioned Iranian entities, effectively forcing them to choose between access to Iran and access to the US financial system. The EU further escalated pressure in 2012 with an oil embargo, banning imports of Iranian petroleum products, sanctioning Iranโ€™s energy, financial, and transport sectors, and freezing the Central Bank of Iranโ€™s assets. Subsequently, Iranian banks were expelled from SWIFT, cutting Iran off from international banking and severely constraining its ability to sell oil or access hard currency. After withdrawing from the JCPOA in 2018, Trump launched his first โ€œMaximum Pressureโ€œ campaign, reimposing sanctions on Iranโ€™s energy, shipping, and financial sectors and designating the IRGC a Foreign Terrorist Organisation. In February 2025, Trump reinstated the campaign, aiming to drive Iranโ€™s oil exports to zero, with the stated goal of making Iranโ€™s economy collapse by shutting down its oil sector.

Alliances: Israel, the Gulf, and Europe

Israel 

Israel has shifted from a proxy war to a direct engagement with Iran. In April and October of 2024, the two nations faced direct state-to-state strikes that broke the decades-old tradition of โ€œshadow warโ€, and Israel launched an open-air war on Iranโ€™s nuclear and military infrastructure in June 2025, dubbed the Twelve-Day War, that included a one-off US strike on Fordow, Natanz and Isfahan, before a ceasefire took effect on June 24, 2025. Israelโ€™s air power has been widely assessed to have weakened, but not destroyed, Iranโ€™s nuclear program, which is why American bunker-buster bombs were reportedly needed to strike the deeply buried Fordow facility. This delicate balance was once again upset in February 2026, when on February 28 joint US-Israeli missile attack launched against Iranโ€™s military struck senior Iranian military officials, including Supreme Leader Ali Khamenei, and initiated five weeks of regional conflict that ended with a ceasefire agreement on April 7-8, 2026, which was followed by a formal memorandum ending the conflict signed by Presidents Trump and Pezeshkian on June 17, 2026. Washingtonโ€™s relationship with Israel appears to have moved from arms sales and diplomatic backing toward something closer to direct co-belligerency, which many read as a strong signal that for Washington and Israel, a nuclear-armed Iran is treated as a red line rather than mere rhetoric. 

Arab / Gulf Partners

The Gulf countries have been hedging rather than aligning themselves. Riyadhโ€™s 2023 Chinese-brokered deal with Tehran signalled a willingness to reduce risks as opposed to confronting Tehran, but Israelโ€™s air strike on Hamas leaders in Doha over a US ally that hosted a US air base complicated existing doubts about the USโ€™s security guarantees in the Gulf region. The Saudi-Pakistan Strategic Mutual Defense Agreement of September 17, 2025 was signed by the two nations, both of which agreed to consider an attack on one as an attack on the other, and was widely interpreted not only as a hedge against an uncertain Washington, but also against an unchecked Israel as well. Some have suggested the deal could extend a nuclear umbrella to Saudi Arabia, although analysts caution against reading it as a formal war guarantee. Analysts have also pointed out that the agreement may lead to a new UAE-India defence cooperation, adding another layer to the Gulf security architecture, but not necessarily replacing it. The net result is a Gulf that is apparently diversifying its security guarantors, while staying formally in the US orbit.

Photo: Creative Commons - Ali Khamenei e Mojtaba Khamenei

European Allies

Through the JCPOA, Europe has primarily exercised its influence through diplomacy, sanctions, and multilateral institutions rather than military means. Following years of patience, France, Germany and the UK applied theย โ€œsnapbackโ€ย mechanism of the JCPOA on 28 August 2025, overย Iranโ€™s repeated failure to complyย with its nuclear obligations, including the production of highly enriched uranium without any apparent civilian purpose. The E3 said the enriched-uranium stockpile in Iran was about 48 times the limit imposed by the JCPOA and that there are ten โ€œsignificant quantitiesโ€ of highly enriched uranium in Iran. Sanctions that had been lifted under the 2015 deal were therefore restored, and by the end of September 2025, the EU also reimposed its own nuclear sanctions, such as asset freezes and travel bans. At the time, Russia and China argued the E3 lacked a legal mandate to trigger a snapback, as the Security Councilโ€™s authority over the file had expiredย -ย and did so until the Council split over the issue along the same lines it has before. So, now, Europeโ€™s role in Washingtonโ€™s alliance is more about legal and multilateral legitimacy than military readiness: the E3 provided a UN Security Council seal of approval on Iranโ€™s isolation that the unilateral US sanctions could not.

Conclusion

Security considerations remain the unalterable policy of the United States government, and, regardless of the differences in administration temperament over the course of four different administrations, no administration appears to have accepted a nuclear-armed Iran as a tolerable outcome. By 2025-26, this red line was enforced not only through sanctions but also through direct military strikes against Iranian nuclear infrastructure and leadership - a shift that many analysts see as marking a new phase in US policy. However, its long-term durability remains to be seen.

Alliance commitments have been fulfilled on paper, but not in practice. Israelโ€™s evolution from an โ€œactiveโ€ to a โ€œco-belligerentโ€ has drawn the US-Israel relationship closer,  while also placing strain on US relations with the Gulf states.Among these, Saudi Arabia appears to be leading efforts to diversify its security architecture, notably through its agreement with Pakistan, with a possible parallel arrangement with the UAE reportedly under discussion. Meanwhile, European allies have shown that legal and multilateral instruments can still carry weight even without direct US military backing, having reinstated UN sanctions in a context where unilateral US measures could not achieve the same effect.

The economic sanctions are the most flexible instrument in the policy toolkit, however - reversible, calibrated and renewable - and there is room to manoeuvre towards negotiations even after the outbreak of military conflict, provided that Tehranโ€™s nuclear ambitions are kept in check.

What has been most important in the evolution of US Iran policy since 2001 is this asymmetry: rigid security boundaries, malleable economic measures and more and more varied rather than monolithic alliance pledges.

July 6, 2026No Comments

Active cyber defence and generational trends in using technology

By Maria Makurat - Human Rights and Cyber Security Teams

Introduction 

โ€œCouldnโ€™t we just shut it off? You know, cut the wires?โ€ โ€œThere is no if, it cannot be shut offโ€.(Oceanโ€™s 13, 2007). Nearly 20 years later, the thought of implementing an artificial intelligence (AI) machine is now very likely and no longer a fiction when thinking about casinos or other institutions. With the continuous rise of AI new cybersecurity threats are and will take place so, โ€œpick your natural disasterโ€ (Oceanโ€™s 13, 2007). The development of autonomous weapons (AWs) and large language models (LLMs) are increasingly playing a role in testing cyber defence strategies of countries such as Germany and the rest of the EU. The international affairs field is continuously asking questions about: ethics in cyber warfare, cognitive warfare and AI, how to describe certain attacks, how can one analyse a countryโ€™s cyber strategy in the first place to name a few. AI is rapidly evolving, and new threats are on the rise. โ€œMythosโ€ is a new development in AI that can cause great damage in hacking and cyber-attacks. Mythos is able to identify the vulnerabilities of systems making it thus for hackers a tool to identify the chinks in the chain and use it for their own gain. But what also about the changing trends of using technology in the first place? Younger generations such as Gen Z are favouring analogue technology and one sees a trend of people having the desire to go back to โ€˜physical mediaโ€™. Could this possibly have an influence on the future of cyber defence if individuals are favouring not to use technology?

With this in mind, can Europe for instance develop a certain AI cyber strategy (favouring the offensive active side) and continue to ensure the safety of all sectors? How do individual needs and trends fit into this? 

The development of an AI cyber strategy?

Researchers (e.g. Myriam Dunn Cavelty, Wilhelm Vosse) are talking more about Active Cyber Defence (ACD). Meaning there is a shift in cyber strategy that it is no longer solemnly about Cyber Defence (CD) but also proactively taking steps and measurements to prevent attacks from happening in the first place. However as early as 2017, scholars such as Scott Jasper already encouraged an automated cyber defence in order to halt attacks before they can even begin to cause damage. The recent G7 summit has taken place in ร‰vian, also hosted for the first time CEOโ€™s from :Open AI, Google DeepMind and Anthropic. This shows how strongly at the moment states combine their strategy with industry innovation since both go hand in hand in terms of continuously developing a cyber-strategy or what we might see, an AI active cyber-strategy. The meeting called upon guidelines where the US should have a pivotal regulating role and avoiding chips manufactured by China. The dynamics become even more complex as conflicts and different situations amongst states influence the development of an AI cyber strategy and even push states to regulating access to certain systems. Anthropic has released the statement: โ€œThe US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.โ€ 

It seems that one is moving into the debate of how one can have a single state determine for us what is safe and what isnโ€™t whilst at the same time ensuring that individuals are regularly kept โ€˜up-to-dateโ€™ with latest possible malicious activities? Should we head towards a single regulating โ€˜bodyโ€™ that makes sure that our cyber domain is safe? Will we have more cyber laws and push people โ€˜livingโ€™ more in the cyber realm? It is a tandem of focusing on the macro and micro level whilst keeping up with the overall rapid (malicious) development of technology. Each country seems to share of course resources to develop a strategy against the rising threat of AI yet, still each state faces individual hurdles and challenges that makes a unified AI active cyber strategy difficult to consider. Germany for instance has now taken a step towards a more active cyber strategy whilst France has now put talent development at the top of their strategy preferring , the individual level when speaking from a sociological point of view. South Koreaโ€™s biggest issues remains North Koreaโ€™s cyber-attacks so their focus lies there. 

If we were to dive deeper into thinking about the methodology and taking the factors โ€œsocietyโ€ and โ€œindividualsโ€ into account, the development of an AI cyber strategy and the mere thought of states and countries continuing to โ€˜wage warโ€™ against each other in the cyber domain, becomes more complex. Max Weber for instance claims that one has to take the factor โ€œdisciplineโ€ into account when analysing war and societal changes. Weber states the following: โ€œThe kind of weapon has been the result and not the cause of discipline.โ€ So if we refer to cyber-attacks and hacking systems such as โ€œMythosโ€ indeed as โ€˜weaponsโ€™, then they are apparently the result of discipline and should be treated with great care. When we consider discipline, then one also has to take the individual person into account. In the following, hypothetical questions will be asked in order to allow future debates to take place regarding how generations are using technology, especially younger ones. Whilst a macro viewpoint is essential, a micro approach focusing strongly on the individuals is equally important.

Trends amongst younger generations in using technology

Perhaps the recent trend with young people using more old digital technology will be the solution to be safer? There even is an initiative or a so-called โ€œAI resistance movementโ€ with individuals wanting customised computers and technology that does not have any AI integrated. Looking at the creative sector, news stories talk about the trend of individuals (especially younger generations gen z) coming together to create physical mood boards from magazines, reading physical books at the library in groups or for instance having a hobby group where one is not allowed to open any technology device.

These questions are of course speculative and hypothetical and up for debate however, taking one step back and looking at the society through a different lens may open up new ways of thinking. What if the civilians start moving โ€˜backwardsโ€™ in the cyber world? What if one develops active cyber strategies but eventually, civilians might find it โ€˜saferโ€™ to avoid said technologies in the first place? Perhaps individuals will go back completely to using flip phones with no access to AI or prefer having a physical magazine or book instead of exposing their data to algorithms that suggest them reading lists. Some researchers (Anurushmitha, J et al) even suggest that younger generations are less prepared for malicious cyber attacks due to being โ€˜over-confidentโ€™ with technology. So in this regard, it would be interesting for future research to keep analysing how generations are interacting with emerging technologies and whether one sees a decline in the use of advanced technology or a growing confident secure way.

Unsplash: Photo by Curology on Unsplash

As of this moment it seems like patchwork: one is running to catch up with the emerging problems that AI causes. For example, artists were very much against AI (in 2022) because they wanted to protect their art and copyright. An overall AI cyber strategy for Europe would entail a strategy that goes through all niches and little โ€˜cracksโ€™ in our society, not only pure defence of military capabilities. The strategy needs to protect critical infrastructure as well as go through our society and directly entail individualโ€™s needs. Scholars such as Henschaw also argue in favour of focusing on the human factor when developing a cyber strategy.

However, one also needs to consider, humans want to act first which is much discussed in disciplines of psychology and sociology. Consultants also can have an interesting take on this matter when one tries to apply for instance Stephen R Coveyโ€™s methods. Covey points out when discussing his 7 habits, that โ€œIn addition to self-awareness, imagination, and conscience, it is the fourth human endowment -- independent will โ€“ that really makes effective self-management possible (โ€ฆ) It is the ability to act rather than to be acted upon, to proactively carry out the program we have developed through the other three endowments.โ€ These questions and concerns show, that the field of analysing cyber issues very much correlates with human interactions which is also highlighted by scholars such as Cavelty et al:  โ€œOverreliance on quantitative data could result in technically sound but inadequately human-centred policies that fail to address underlying societal concerns.โ€ 

Concluding thoughts and open questions

Can the EU develop one comprehensive AI cyber strategy to combat malicious AI cyber-attacks from the outside? As of this moment, each EU country regularly releases its own (active) cyber defence strategy and also puts emphasis on its own needs, making therefore an EU AI cyber strategy as of this moment a challenging task. It would be interesting to conduct field research on how younger generations are acting with analogue technology and whether they would truly prefer a space with less AI and advanced technology. The Art of War by Zhang Yu states: โ€œAdaptions means not clinging to fixed methods, but changing appropriately according to events, acting as is suitable.โ€ 


References:

Alexis Henshaw, Anwar Mhajne, Beyond the Basics: Critical Perspectives on Cybersecurity in International Relations,ย Global Studies Quarterly, Volume 5, Issue 3, July 2025, ksaf067,ย https://doi.org/10.1093/isagsq/ksaf067

Anurushmitha, J., Nikhitha, D. and Pramod, J.P. (2026) โ€˜Cyber Security Awareness Among GenZโ€™, International Journal of Scientific Research and Technology, 3(3), pp. 159โ€“167.ย 

https://doi.org/10.5281/zenodo.18928049.

Covey, S.R. (1989) The 7 Habits of Highly Effective People. First Fireside Edition.

Dunn Cavelty, M., Pulver, T. and Smeets, M. (2024) โ€˜The Evolution of Cyberconflict Studiesโ€™, International Affairs, 100(6), pp. 2317โ€“2339. https://doi.org/10.1093/ia/iiae175.

Gerth, H.H. and Mills, C. Wright (1947) From Max Weber: Essays in Sociology. Kegan Paul, Trench, Trubner & Co., Ltd.

Henshaw, A. and Mhajne, A. (2025) โ€˜Beyond the Basics: Critical Perspectives on Cybersecurity in International Relationsโ€™, Global Studies Quarterly, 5(3), ksaf067. https://doi.org/10.1093/isagsq/ksaf067.

Myriam Dunn Cavelty, Tobias Pulver, Max Smeets, The evolution of cyberconflict studies, International Affairs, Volume 100, Issue 6, November 2024, Pages 2317โ€“2339, https://doi.org/10.1093/ia/iiae175, pg:2338

Stephen R Covey, โ€œthe 7 Habits of Highly Effective Peopleโ€ First Fireside Edition, 1989, pg 147-148

Sun Tzu (2003) The Art of War: Complete Texts and Commentaries. Translated by Thomas Cleary. Shambhala, Boston and London.

Anthropic (2026) Fable Mythos access. Available at: https://www.anthropic.com/news/fable-mythos-access (Accessed: 13 June 2026).

CNBC (2026) Anthropic, Amodei, Google, Hassabis: US AI coalition G7. Available at: https://www.cnbc.com/2026/06/17/anthropic-amodei-google-hassabis-us-ai-coalition-g7.html (Accessed: 20 June 2026).

Cyble (2026) France national cybersecurity strategy 2026. Available at: https://cyble.com/blog/france-national-cybersecurity-strategy-2026/ (Accessed: 12 June 2026).

Digital Strategy โ€“ European Commission (n.d.) European approach to artificial intelligence. Available at: https://digital-strategy.ec.europa.eu/en/policies/european-approach-artificial-intelligence (Accessed: 1 June 2026).

DIG Watch (2026) Germany approves draft law expanding cyber defense powers for federal authorities. Available at: https://dig.watch/updates/germany-approves-draft-law-expanding-cyber-defense-powers-for-federal-authorities (Accessed: 1 June 2026).

Euronews (2026) Wars, tariffs and AI: what to expect from the G7 summit in Evian. Available at: https://www.euronews.com/my-europe/2026/06/14/wars-tariffs-and-ai-what-to-expect-from-the-g7-summit-in-evian (Accessed: 14 June 2026).

ITSS Verona (2026) AI, ICT infrastructures, and social media in todayโ€™s conflicts. Available at: https://www.itssverona.it/ai-ict-infrastructures-and-social-media-in-todays-conflicts (Accessed:  20 March 2026).

June 15, 2026No Comments

Extortion and the Crisis of Small Business Security in Peru

By Giovanni Giacalone - Central & South America Team

In recent years, Peru has experienced a dramatic increase in extortion targeting small and medium-sized business owners, transport operators, market vendors, construction contractors, and informal entrepreneurs. What had long existed as localized criminal racketeering has evolved into a broader system of organized extortion linked to transnational criminal groups, weakened institutions, prison-based networks, and the rapid expansion of urban insecurity. The phenomenon has become one of the central public security concerns in Peru, particularly in Lima and northern coastal cities.

The perpetrators seek to extract regular payments, commonly known as cupos, from businesses in exchange for โ€œprotection,โ€ meaning immunity from violence carried out by the extortionists themselves. Extortion has spread across transportation companies, mototaxi associations, neighborhood stores, restaurants, construction sites, nightclubs, and even schools. Media reports and police investigations indicate that refusal to pay often results in shootings, grenade attacks, arson, or targeted killings.

A major factor in this transformation has been the expansion of the Venezuelan-origin criminal network known as theย Tren de Araguaย into Peru. According to investigations by the Peruvian National Police (PNP) and reporting byย La Repรบblica, factions associated with the group, including โ€œLos Gallegos,โ€ โ€œDinastรญa Alayรณn,โ€ and โ€œLos Injertos de Aragua,โ€ have established extortion operations in Lima, Callao, Trujillo, and other urban areas. Primary sources from the Peruvian state also confirmed the scale of the problem. While the expansion of Tren de Aragua has contributed to the growth and sophistication of extortion networks in Peru, the problem itself is not new. Extortion long predates the group's arrival and is closely linked to broader issues such as urban insecurity, economic informality, and limited state presence in some communities.

One of the sectors most affected has been urban transportation. Bus companies and informal transport associations in Lima and Callao have reported systematic threats demanding daily or weekly payments. According to La Repรบblica, members of โ€œLos Injertos de Araguaโ€ extorted public transportation firms through digital payment systems such as Yape, allowing criminals to collect payments anonymously while reducing physical exposure. The use of fintech applications illustrates how extortion practices have modernized technologically alongside Peruโ€™s expanding informal digital economy.

Data published by Gestiรณn, citing the Peruvian Attorney Generalโ€™s Officeโ€™s Crime Observatory, documented at least 125 attacks related to extortion in Lima and Callaoโ€™s transportation sector between August 2024 and December 2025. The report noted that most victims were drivers, followed by passengers and fare collectors. This demonstrates that extortion has evolved beyond isolated threats into sustained systems of coercion affecting entire economic sectors.

Peruvian media coverage also highlights the psychological dimension of extortion. Victims frequently receive WhatsApp messages containing videos of firearms, photographs of family members, or recordings of previous murders. In one reported case involving a transportation entrepreneur in San Martรญn de Porres, criminals demanded 10,000 soles per month and threatened to โ€œblow upโ€ the victimโ€™s house if payments stopped. The combination of digital intimidation and spectacular violence creates a climate of fear that discourages denunciation and weakens public trust in authorities.

Another important feature of the phenomenon is its relationship with Peruโ€™s informal economy. A large proportion of Peruvian small businesses operate with limited legal protection, precarious access to banking, and minimal police presence. Extortion networks exploit these vulnerabilities. Informal transport operators, street vendors, and neighborhood businesses often lack insurance, legal representation, or the resources necessary to resist criminal pressure. In many districts, extortion effectively becomes an unofficial tax imposed by armed actors.

The testimonies of some of the extortion victims, who asked to remain anonymous, provide a rather clear modus operandi on the part of these criminal groups:

A 34-year-old dance teacher from central Lima told us that her business had been thriving until she began receiving disturbing WhatsApp messages demanding large sums of money in exchange for being allowed to continue operating safely. The messages included threats against her and her family, along with photos of places she frequently visited. One day, a funeral wreath was delivered to her apartment. That was the moment she decided to close her business and move abroad.

Another former business owner had to close his restaurant in Trujillo as it had become impossible for him to even reach the end of the month as the gang planning to extort him wanted all of his monthly income. Eventually, he moved to another area of โ€‹โ€‹the country and then abroad.

In some cases, the individuals involved in the extortion rings are as young as twelve, as explained by the Peruvian police and reported by Infobae in May 2026:

โ€œCriminal organizations have begun recruiting even younger children for serious crimes in Callao. General Espinoza detailed that there have been โ€œseveral casesโ€ of 12-year-old children armed and participating as hitmen or extortionists.โ€

Scholars and journalists have noted that Peruโ€™s extortion crisis differs from earlier forms of criminal taxation seen during the internal conflict of the 1980s and 1990s. Contemporary extortion networks are decentralized, entrepreneurial, and highly adaptive. Rather than operating through ideological insurgency, they function through flexible criminal markets. Investigative reporting in El Comercio revealed how some organizations linked to the Tren de Aragua combined extortion with shell companies and international money transfers, indicating increasing financial sophistication.

Photo by Tima Miroshnichenko, pexels.com.

For instance, on April 19, 2026, the National Police of Peru (PNP) managed to dismantle the criminal gang โ€œBunker Gota Colombo,โ€ dedicated to extortion, inside its center of operations located in the southern Lima district of Villa El Salvador.

The detainees, eight foreign nationals and one Peruvian citizen, are being investigated for the alleged crimes of illegal manufacture and possession of firearms, as well as aggravated extortion linked to predatory lending practices. During the searches, authorities seized four sticks of dynamite allegedly used to intimidate victims. Officers also confiscated 33 cell phones, seven notebooks containing detailed records of loans and collections, 13 motorcycles, and one car.

The operation began following a complaint filed by a woman living in Villa El Salvador, who reported receiving constant threats demanding that she make payments through a digital wallet.

The consequences for Peruโ€™s economy and civil society are substantial. Extortion increases operating costs for small businesses, discourages entrepreneurship, reduces investment in vulnerable neighborhoods, and reinforces informality. For many entrepreneurs, paying cupos becomes normalized as a cost of survival. In some cases, business owners close operations entirely or migrate internally to avoid threats. The burden falls disproportionately on lower-income Peruvians whose livelihoods depend on small-scale commerce.

Ultimately, the recent extortion phenomenon in Peru reveals a broader crisis of governance and the institutional capability to provide efficient urban security. The expansion of criminal organizations, the weakness of institutional enforcement, the growth of informal labor markets, and the technological adaptation of extortion practices have combined to create an environment in which violence becomes economically rational for criminal actors. As long as state legitimacy remains fragile and economic precarity widespread, extortion is likely to remain one of the defining challenges facing Peruvian society and for law enforcement.

May 5, 2026No Comments

Euro-American Intel Sharing: Trumpโ€™s Second Term Threat

By Elena de Mitri - UK & European Affairs Team

Intelligence cooperation has always been fundamental for allied countries that share similar interests, values, and objectives in order to rationalise resources and expertise. Cooperation is particularly developed among transatlantic allies, including the US and many European countries.ย 

While it tends to be relatively stable, even in the face of disagreements with a partnerโ€™s actions and policies, concerns have recently been raised in many European countries regarding the current Trump administration and the stability of such cooperation, due to the fear that the US government could weaponise and politicise intelligence flows and information shared by the partners in order to achieve political objectives. Among confrontational behaviour by the US administration, European partners are learning how to deal with an increasingly risky relationship.

An increasingly shaky relationship?

Soon after the start of the second Trump presidency in January 2025, European intelligence agencies started voicing concerns about the risk of over-relying on US intelligence. Tariffs and frequent political quarrels havenโ€™t helped either as disagreements with the current administration could endanger transatlantic relationships in an unprecedented way. Transatlantic relations have been under strain since then. The changing tide was particularly represented by the March 2025 suspension of intelligence sharing with Ukraine. Lasted only for a few days, the suspension was enacted to push Ukrainian President Volodymyr Zelenskyy to engage in diplomatic talks with Russia to reach a peace deal. However, such a move also sent a clear message to US allies: lack of cooperation towards US objectives could have grave consequences, including the weaponisation of intelligence. 

Other developments have strengthened this view. This yearโ€™s Annual Threat Assessment and its dismissal of transatlantic security cooperation, coupled with the unusual appointments of politically aligned individuals as directors of US intelligence agencies, usually reserved for established non-partisan practitioners, has marked a significant change in the countryโ€™s policy towards the war in Ukraine, as both moves were partially reflecting Russian positions on the conflict. More recently, the appointment of General Joshua Rudd, who previously served in the Indo-Pacific Command, as head of the National Security Agency, one of the main intelligence agencies in the US, strengthened this shift towards a stronger focus on China. Finally, purges of established US intelligence officers, due to their involvement in cases perceived as anti-Trump, might ultimately undermine established relations among practitioners from allied countries, as trust heavily relies on personal relationships. 

Intelligence cooperation has always been upheld through subsequent administrations. However, the instability and opaqueness brought about by the second Trump administration has left allies wondering whether they should become more self-sufficient. After theย Signal scandalย in March 2025, the denial of any wrongdoing by involved US officials and the grave breach of operations security rules left allied intelligence services wondering whether sharing sensitive information with US government officials remains feasible as its disclosure couldย compromise sources and operations. Perceptions of unreliability might threaten trust among national intelligence services, which is fundamental to maintaining the current high-level cooperation. As a consequence, many European intelligence agencies showed increased worries that the intelligence they were sharing with the US would either be leaked or, even worse, be shared to non-allied countries without their permission, thus breaking a long-established rule. Some of them, including theย Dutch intelligence agencies, have scaled down intelligence sharing with the US due to concerns that the current administration may politicise intelligence and possibly share sensitive information with Russia, in line with the countryโ€™s repositioning along Russian narratives of the conflict in Ukraine.ย 


Finally, US increasingly assertive and coercive behaviour towards traditionally allied countries has made European intelligence services even more worried about sharing information with the US. As president Trump was publicly talking about annexing Canada, one of his closest advisers was pushing toย remove Canada from the Five Eyes, the most important intelligence-sharing network in the world, in order to pressure the country into becoming the 51st state. While this remained a suggestion, it was reported that US government officials were actively discussing it. On the other hand, after theย US government declared its intention to take control of Greenland, which is part of the Danish Kingdom, due to security concerns in the Arctic, the Danish Defence Intelligence Servicesย categorised the US as a threatย to the country, amid alleged demands from the US government to gather intelligence on Greenland.

The importance of transatlantic intelligence cooperation

Intelligence cooperation has long been fundamental to achieve security objectives, especially as the nature of the current threats has become increasingly transnational. Intelligence agencies face numerous, complex threats and resources are usually too scarce to effectively deal with threats by themselves. As a consequence, cooperation among intelligence agencies of countries with similar objectives and values has greatly increased since the Cold War, in order to combine resources and fill expertise gaps. This is especially important nowadays, as current threats are increasingly ambiguous, murky and well-concealed. Cooperation is quite consistent in areas such as terrorism and transnational crime, in which reaching shared goals is relatively easier. 

Continued cooperation relies on and reinforces aย shared worldview and perception of current threats. It is no surprise then that US and European intelligence agencies have developed a strong relationship in this field. The US has currently various levels of partnerships with European countries, dating back to the Second World War. While some countries are considered privileged partners, other are "less important" so information sharing with them is more limited. However, they remain critical partners for the US due to theirย easier access and specific expertise, including linguistic expertise. Moreover, multilateral forms of cooperation with other European partners happen in the context of specific alliances, such as NATO, or informal organizations.ย 

Even when transatlantic allies were involved in disputes and fights about each othersโ€™ foreign policy and trade policies, intelligence sharing was upheld. As a matter of fact, when European countries disagreed with US military actions during the War on Terror, they would still provide important intelligence to help the US government achieve its objectives. This continued cooperation has highlighted how strong relations and shared interests, including especially the fight against terrorism, allowed intelligence agencies to overcome political disagreements. However, the behaviour of the current US administration has been threatening these relationships in an unprecedented way. This has brought European countries to discuss the possibility of reducing their cooperation with the US, in order to protect their national interests.

Prospects for a more independent Europe

Replacing the US intelligence contribution is not an easy task. While European countries have advanced tools and capabilities, they lack the scale and coordination role that the US possesses. Such scale allows US intelligence agencies to provide more timely and higher quality assessments, as they can benefit from the use of big data techniques and artificial intelligence. As a consequence, if the US was to stop or greatly limit intelligence sharing, European countries, along with Ukraine, would have to rely on a lower quantity and quality of information. Indeed, replacing US capabilities would require long term investments in human capabilities and advanced tools. 

President Donald Trump poses for a family photo with President Volodymyr Zelenskyy of Ukraine and European leaders before their multilateral meeting, Monday, August 18, 2025, in the Cross Hall on the State Floor of the White House. (Official White House Photo by Andrea Hanks)

However, it is not an impossible task. In January 2026, it was reported that France was providing a growing amount of technical intelligence to Ukraine, likely referring primarily to satellite imagery. Such intelligence was previously mostly provided by the US, but the March 2025 suspension of intelligence sharing and the subsequent pause in some weapon shipments to Ukraine prompted European countries to take a more prominent role. While intelligence sharing was quickly restored, this suspension amplified already existing worries about the politicisation of intelligence by the US government. Amongst calls to replace resources and capabilities offered by the US and work towards European independence in the security sector, progress tends to be quite slow. A key factor in this struggle is the size and structure of actors in the field. No actor, including the European Union, possesses the same financial resources and in-house capabilities as the US, the latter requiring a long time to be developed. 

At the same time, the Trump administration is also seeking to reduce its involvement in the continent and has openly taken a more hostile approach to its European allies. As a consequence, European intelligence services are expanding cooperation among them, with important steps taken at the EU level. As prominent officials from European intelligence agencies have started giving more importance to EU-wide agencies and the number of intelligence officials embedded in representation offices in Brussels has grown, internal pushes to develop autonomous capabilities have been growing, although emphasising the importance of maintaining cooperation with the US. Some are instead calling for the creation of an intelligence cooperation agency dedicated to the European Union to make better use of intelligence provided by member states. However, such an agency would have to overcome numerous challenges, including the voluntary nature of intelligence sharing in the European block, which leaves critical information in the hands of member states that have repeatedly been wary of sharing too much. Moreover, some European countries are widely considered untrustworthy due to their ties to third party countries such as Russia and China. As a consequence, cooperation will likely include a limited group of countries that share generally stronger ties, including in security. This is already happening inside NATO, as more and more intelligence is now being shared on a smaller scale rather than with all the member states. Bilaterally, cooperation among key countries, including the UK, France and Germany, has already been strengthened in order to deal with the instability caused by the current US administration. This strengthened cooperation will likely mark an important, and possibly permanent, shift from the critical role that the US attained until now.

Conclusion

Relations among European and US intelligence services have been described recently as generally good, as high ranking officers of European intelligence services have stressed the importance to keep up cooperation with the US. However, evolving and multifaceted tensions between the two sides of the Atlantic Ocean are increasingly affecting transatlantic relations, especially in regard to security. The shift towards the Russian narrative of the conflict in Ukraine and frequent disagreements between European countries and the US have positioned the latter as a riskier alliance for European countries. Such repositioning might impact intelligence sharing, which is considered fundamental in many fields. While some countries are reconsidering their intelligence ties to the US, others have already started scaling down sharing, especially in areas of particular concerns. European intelligence officials have openly stated that cooperation in this field hasnโ€™t stopped and that the US remains an ally, as US intelligence agencies are trying to ease European worries. However, further transatlantic tensions might have an unprecedented impact on security relations.

February 17, 2026No Comments

Germanyโ€™s cyber-strategy through an international relations lens

By Maria Makurat - Human Rights & Cyber Security Teams

Germanyโ€™s critical infrastructures

Germany is facing more cyber-attacks ever since the Russian-Ukrainian conflict and is also forced to deal with potential hybrid warfare scenarios due to drone sightings in 2025 (see drone article and interview by the president of the BKI ). Just in 2025, Germanyโ€™s train system faced cyber-attacks as well as the Berlin airport, causing major disruptions and delays. The Global Cyber Security Outlook report 2026 by the World Economic Forum (WEF) highlights the increasing use and issue of Artificial Intelligence (AI) in relation to cyber-attacks, as well as how countries such as Germany and Denmark are shifting their cloud solutions away from foreign dependency towards regional managed cloud solutions.This shows the continuously changing world order and how countries and states are redefining their priorities and security agenda in recent years of globalisation and complex interdependence.

Will states continue to retreat back to their own methods, or will we see new cooperations and treaties being made? The theory of complex interdependence is strong in international relations theory and is a major driver for states to ensure that the risk of conflict remains low; however, no longer purely financial and trade major factors, since security has become increasingly important in the light of emerging conflicts, which makes the application of said theory difficult. Consequently, it is essential to continuously analyse and reassess the cyber strategies of states such as Germany and examine how the evolving international landscape both shapes and is shaped by these strategies.

Analysing Germanyโ€™s cyber strategy through the international relations lens

Germany has gradually expanded its cyber strategy through institutional development, including the strengthening of the BSI and increased cooperation between civilian and military cyber units, calling it โ€œIntegrated Security for Germanyโ€. These efforts demonstrate a recognition that cyber security is no longer a niche issue but a central component of national security policy.

Many scholars, such as Nye, Thomas Rid, Valeriano and Jagoda, have and are (re)discussing the security of the cyber-domain and how one can apply theories. Can we apply realism and liberalism? Is Clausewitz appropriate in the realm of cybersecurity? An interesting note is the comparison of cyber-attacks and the human body by Allan Friedman and P.W. Singer, saying they bypass our skin like a viral infection.[1] Making a connection between the human body and international affairs theory can also be led back to sociological theories, such as โ€œfunctionalismโ€ by Herbert Spencer and analysts comparing cyber-attacks directly to the human body and viruses. This can also be an interesting point of view to look at Germanyโ€™s cyber-strategy. As the Integrated Security Report states, Germanyโ€™s cyber strategy adopts a whole-of-society approach, encompassing civilians as well as the public and private sectors. Much like the human body, all parts must function together; if one fails, effective defence against external threats becomes impossible. However, with AI increasingly becoming part of our lives, how can we ensure this?

Valeriano and Maness discuss Kelloโ€™s view: โ€œNew theories and new ways of thinking are required, and Kello (2013: 8) asserts that the social science field is ill-equipped to offer anything of value now.โ€[2] They further assess that one must also consider what is โ€˜easierโ€™ in the cyber domain: offence or defence? Nye points out that at the moment (note the analysis was 2010), the offense has an advantage in the cyber domain due to the unpredictable nature of cyber-attacks.[3]Now, in 2026, after having seen many more cyber-attacks and their consequences, it still remains difficult to make a sound statement on this but, one can say that when looking at Germany, the defence needs to be focused on more since cyber-attacks on Germany caused a cost of roughly 300 bln Euros. Furthermore, it is stated that the lines between cyber espionage and cyber-attacks from states such as China and Russia are blurring, making defence increasingly difficult when also speaking of โ€˜information warfareโ€™.

Valeriano and Maness suggest a โ€˜Just Warโ€™ approach: โ€œa system of justice for the use of cyber technologies where states are incentivised to maintain continued restraint.โ€[4] This has also been suggested by Weber by urging Germany and other states to deepen norms in order to ensure that critical infrastructure is not being attacked. Seeing recent developments, this may be complicated since hybrid warfare and changing interdependence between states is having an influence on how states are perceiving world order. The changing order causes much unrest, which could prove problematic to ensure that states practice a constrained cyber practice. One can also bring in some theoretical viewpoints from sociology, such as how states and societies can act โ€˜morally. Sociologists such as Sigmund already raised the question in 2001 about, how much automation, disappearance of institutionally prescribed traditions and values leads to the disappearance of social order.[5] Meaning with now more questions arising whether young people under the age of 16 should even have access to social media due to the dangers of mental health as well as cyber bullying and AI taking over more tasks, states such as Germany see themselves questioning how such a morally and ethically right cyber strategy with other states can take place when other states such as Russia have a โ€œdifferent understanding of warfareโ€ (Oscar Jonsson). 

The developments in the past years show that a multidimensional strategy, where one has to consider different methodologies and schools of thought when analysing these incidents to then make suggestions for further research, seems to still be the best way forward. Realism, liberalism and constructivism all have their place in international relations when analysing cyber domains.

Photo by Nk Ni on Unsplash

Whilst the blackout in Germany was not a direct cyber-attack but a result of physically damaging the cable wires, the consequences were still severe. When developing a โ€˜cyberโ€™ strategy in the light of the Ukraine Russia war and other conflicts, Germany must not only invest in cyber security, but also physically protect the critical infrastructures more strongly.

Other scholars say that the solution to a secure cyber domain is not more privacy but more openness[6]. Jagoda, for instance, argues that a lack of knowledge plays a big role for cyber security and threats. Schneider makes a point which is also discussed by Jagoda, namely that โ€œonly bad security relies on secrecy; good security works even if all the details of it are publicโ€.[7] In other words, security through obscurity, but this still seems contested. Germany is now also considering banning social media apps for individuals under the age of 16 to ensure safety and protection. Closing off access seems to be for now, the strategy forward to try and minimise danger.

Further thoughts?

This article does not claim to find the ultimate solution for a cyber-strategy. When considering many theories, methodologies and having not only an international relations lens but also an interdisciplinary lens, it becomes clear that many questions remain as to how one analyses a cyber-strategy and how can states such as Germany can move forward?

It is a difficult task for Germany and other states, since it seems that, especially for a cyber-strategy, the macro level (states and international relations in this case) is just as important as the micro level (civilians and private sector). A cyber-strategy pushes states to increasingly focus on the private sector since those remain vulnerable if not continuously โ€˜updatedโ€™ and educated about the cyber domain. 

Recent discussions at the WEF reveal that states are increasingly reassessing their strategies and international partnerships, which will have significant implications for security and the cyber domain. Germany must continue to invest in both cyber and physical defences whilst also involving private actors and citizens in resilience-building efforts. Only through a comprehensive and adaptive approach can Germany effectively respond to the evolving challenges of cyber and hybrid warfare. Future developments, such as Germanyโ€™s plan to develop a kind of โ€˜cyber dome against cyber-attacksโ€™will show whether it is possible to prevent such attacks or also the issue of โ€˜information warfareโ€™, which could not be thoroughly discussed in this article. Perhaps states must consider that cyber-attacks cannot be prevented 100% and that a certain cyber-war will, for now, always be part of our society. 


[1] P. W. Singer and Allan Friedman, Cybersecurity and Cyberwar (Oxford: Oxford University Press, 2014), 34โ€“39.  (from Discussion: โ€˜Resilience and is cyber resilience more attainable than cybersecurity?โ€™)

[2] Valeriano, Brandon, and Ryan C. Maness, 'International Relations Theory and Cyber Security: Threats, Conflicts, and Ethics in an Emergent Domain', in Chris Brown, and Robyn Eckersley (eds), The Oxford Handbook of International Political Theory, Oxford Handbooks (2018; online edn, Oxford Academic, 5 Apr. 2018), https://doi.org/10.1093/oxfordhb/9780198746928.013.19, accessed 23 Jan. 2026: pg 264

[3] Valeriano, Brandon, and Ryan C. Maness, 'International Relations Theory and Cyber Security: Threats, Conflicts, and Ethics in an Emergent Domain', in Chris Brown, and Robyn Eckersley (eds), The Oxford Handbook of International Political Theory, Oxford Handbooks (2018; online edn, Oxford Academic, 5 Apr. 2018), https://doi.org/10.1093/oxfordhb/9780198746928.013.19, accessed 23 Jan. 2026: pg 266

[4] Valeriano, Brandon, and Ryan C. Maness, 'International Relations Theory and Cyber Security: Threats, Conflicts, and Ethics in an Emergent Domain', in Chris Brown, and Robyn Eckersley (eds), The Oxford Handbook of International Political Theory, Oxford Handbooks (2018; online edn, Oxford Academic, 5 Apr. 2018), https://doi.org/10.1093/oxfordhb/9780198746928.013.19, accessed 23 Jan. 2026: pg 268.

[5] Sigmund, Steffen (2001): Zwischen Altruismus und symbolischer Anerkennung. รœberlegungen zum stifterischen Handeln in mondernen Gesellschaften. In: Jansen, A. et al (Hg): Eigeninteresse und Gemeinwohlbindung. Frankfurt/M.S. S 213.

[6] โ€œSpeculative Security.โ€ pg 21-36, Patrick Jagoda, โ€œSpeculative Security.โ€ In Cyber Space and National Security: Threats, Opportunities, and Power in a Virtual World edited by Derek S. Reveron (Washington, DC: Georgetown University Press, 2012), 21โ€“36.

[7] โ€œSpeculative Security.โ€ pg 21-36, Patrick Jagoda, โ€œSpeculative Security.โ€ In Cyber Space and National Security: Threats, Opportunities, and Power in a Virtual World edited by Derek S. Reveron (Washington, DC: Georgetown University Press, 2012) pg 31.

May 14, 2025No Comments

Michael L. Burgoyne on the US designation of Cartels as Foreign Terrorist Organisations

In this session, Michael L. Burgoyne provides insight into the nature and implications of this designation for structures of crime organisations in Mexico, notably the consequences of material support given to them. We also discuss the economic, social and political impacts on Mexico, noting the intertwined state of cartels and local governance. Lastly, we analyse the broader implications of the declaration on neighbouring countries and broader Latin America and the challenges posed to Mexican sovereignty.ย 

Michael L. Burgoyne is an Assistant Professor of Practice within the International Security Studies M.A. Program at University of Arizona's School of Government and Public Policy and a retired US Army Colonel.


Interviewers:ย Joshua Yow and Olivia Tollis - Crime, Extremism, and Terrorism Team.

February 26, 2025No Comments

EU’s bottlenecks and opportunities for further defence integration

by Eline Stensen Gulliksen - UK & European Desk

Introduction

Increased geopolitical tensions caused by a war on the European continent and the re-election of Donald Trump, a NATO sceptic, as president of the United States have brought the question of the EU's military capabilities back to the agenda. America has been a well-recognised backbone of European security through NATO; however, recent discussions concerning the need for a โ€œstronger Europeโ€ with more capabilities have arisen. The Common Security and Defence Policy (CSDP) is the umbrella that covers EU defence matters, and the European Defence Agency (EDA) is a body under the CSDP aiming to improve the defence capabilities of the EU by coordinating efforts with member states. This blog article will examine some structural bottlenecks that the EU needs to face on their way to the strategic autonomy it has longed for.

Challenges and opportunities for further EU defence cooperation.

The EDA's work coordinating efforts between member states has numerous positive effects for member states and the EU. Firstly, this joint procurement will make spending more effective and, hence, more targeted, enabling member states to spend better. This can further lead to more specialised military equipment and innovation. Initiatives the EDA has launched, such as permanent structured cooperation (PESCO) and the new project on hybrid drive trains for military vehicles launched on December 11th 2024, show a positive trend towards cooperation on EDA projects with positive outcomes.

The EDA assists member states' militaries in collaborating effectively, maintaining โ€œopen doorsโ€ for cooperation among two or more states. This can help prevent the emergence of different systems that create bottlenecks for efficient collaboration in areas such as information sharing and the ability to manage one another's weapon systems when it is necessary to coordinate actions, either through CSDP or NATO missions where EU states are to take the lead. Although efforts and initiatives through the EDA, such as PESCO, have been launched to help EU member states coordinate efforts more effectively to increase the capabilities of the CSDP, some structural bottlenecks need to be addressed. Integrating defence projects and industries can be tricky due to the intergovernmental nature of the CSDP in the EDA. Projects depend on member statesโ€™ initiatives and willingness to cooperate on these matters, as defence and military are core interests to sovereign states due to the anarchic nature of the international system. States may be cautious about further integrating within these areas because of security implications.

Building on the above, the diverging national interests of member states based on various aspects such as geography, resources, threat perception and strategic culture create differences among states' willingness to enter EDA projects. Another aspect that needs to be considered is the EUโ€™s reliance on the United States. As long as many EU states see the US as a security guarantor, it does not incentivise member states to increase the military capabilities of the EU. However, with Donald Trump's recent election as President of the United States, the EU should re-evaluate this idea and strive for more autonomy, especially after the Munich security conference where tensions with the US developed further, and now, as discussions arise about negotiating a peace deal between Russia and Ukraine, and the EU does not have a seat at the table.

The EDA has numerous opportunities if member states align and integrate properly and effectively through joint projects. The EU has a strong political will, and increasing its capabilities through the EDA will make it a more credible actor in the international system and make it more autonomous in its neighbourhood, which is precisely what the EU needs in these critical times. With a more โ€œcapableโ€ CSDP through EDA projects, the EU could finally get the strategic autonomy it has longed for and cut reliance on the US as a security guarantor while balancing them, which would reverse the security implications of the US threatening to leave NATO. Improving the EUยดs crisis response could be a massive opportunity for the EU, further building on the credibility of the EU in the international system. Looking at when EU states, France and the UK (the UK left the EU in 2020) were to take the lead in the 2011 NATO-led operation in Libya, it clearly showed the weaknesses of the EU to act autonomously in its neighbourhood due to a divergence in systems and a lack of capabilities. If EU member states coordinate efforts through EDA initiatives, this could provide great opportunities for the EUโ€™s actorness.

Flag of Ukraine in liberated Kherson - rawpixels.com

Potential threats that successful EDA cooperations could face include friction with NATO. Further defence integration between EU states and increasing the capabilities of the EU could be seen as undermining NATO, which could further affect the EUโ€™s relationship with the US. Therefore, the EU needs to have close dialogues with the US as they are improving its capabilities. Divergence in member states' economies in the EU could lead to budgetary constraints and inequitable burden-sharing between member states. This could create fragmentation between EU member states since the EDA projects are โ€œvolunteerโ€ and create inefficiency and potential new problems for the EU to face internally. 

Conclusion

Concluding this blog article, a recommendation is for the EU to cooperate closely with NATO, especially the US, through the processes of EDA projects. Keeping NATO and the US in the loop could prevent friction with crucial powers and security guarantors on Europeยดs way to gaining more autonomy. As mentioned earlier in this article, a structural bottleneck for successful projects is the intergovernmental nature of the CSDP and the EDA. A recommendation is, therefore, to make more projects mandatory for all EU member states and have a set percentage of GDP that each country should contribute to prevent friction over burden-sharing internally.

March 1, 2024No Comments

Turbulent Waters: Assessing the Red Sea Crisis

Authors: Idriss El Alaoui Talibi and Michele Mignona (Edited byย Iris Raith) - Defense & Procurement Team

Introduction 

Since October 2023, tensions in the Red Sea have reached unprecedented levels, largely due to a series of aggressive manoeuvres by Houthi forces stationed in Yemen. These actions have included multiple drone and missile assaults targeting both Israeli territories and various vesselsโ€”both commercial and militaryโ€”operating in the region. The Houthi attacks are interpreted as direct responses to Israel's military campaign in Gaza.

To address the escalating threat, the U.S. began Operation Prosperity Guardian in December, a multinational military initiative aimed at safeguarding the Red Sea against further Houthi incursions. Subsequently, beginning on January 12, the U.S. and UK have jointly executed targeted strikes against Houthi installations within Yemen in the aftermath of the beginning of Operation Poseidon Archer. This consists of a coalition of states willing to conduct offensive operations in the region to deteriorate Houtiโ€™s military infrastructure. 

Both President Biden and Prime Minister Sunak emphasized that the military strikes were a direct response to the attacks on ships in the Red Sea, which endangered trade and threatened freedom of navigation. This is especially pertinent given that approximately 15% of global seaborne trade typically passes through the Suez Canal. Consequently, this shift is causing substantial global economic losses

Who are the Houthis? 

The Houthis are an armed political and religious group supporting Yemen's Shia Muslim minority. Aligned with Iran's "axis of resistance", they emerged in the 1990s under Hussein al-Houthi's leadership, now led by his brother Abdul Malik. Since 2000, they have battled the Yemeni government for autonomy in northern Yemen, expanding influence during the 2011 Arab Revolt. By 2016, they had seized significant territories in Yemenโ€™s West

Concerned about potential Houthi-Iran alignment, Saudi Arabia formed a coalition to intervene but has been unable to dislodge Houthi control despite years of airstrikes and battles. Although Iran denies supplying the Houthis weapons, instead claiming political support, there is widespread recognition of a tangible Iran-Houthi relationship. In this context, Houthi attacks may pose a greater threat to global security than Gaza's conflict. Indeed, based on pragmatic security and economic calculations, the Houthis' actions could disrupt the delicate regional equilibrium, carrying significant escalation risks despite their relatively small size.

Regional and International Responses 

In response to the Houthisโ€™ attacks and their impacts on international trade and freedom of navigation, Operation Prosperity Guardian was launched to safeguard the security of the southern part of the Red Sea. This operation includes over 20 countries, including the UK, Canada, France, Italy, the Netherlands, and Spain, with Bahrain being the only Arab country in the coalition.

This initiative announced the beginning of a series of attempts, outside of the umbrella of Operation Prosperity Guardian, to repel the Houthisโ€™ attacks, as more than a dozen separate attacks have been conducted, 11 of which have been conducted by the U.S. only. Indeed, since the beginning of the Houthisโ€™ attacks on various vessels,ย the U.S. has seen its involvement in the region increase with intensified efforts to put a stop to the Houthisโ€™ attacks. A month ago,ย the U.S. Department of State officially announced the designation of Ansarallah (Houthis) as a Specially Designated Global Terrorist group. Moreover, both theย UKย and theย EUย are expected to launch separate initiatives to counter the Houthisโ€™ attacks in the Red Sea.ย 

Source: Image by Jack Moreh from StockVault

Economic Implications

As mentioned, these assaults against commercial vessels have caused deep economic losses, as it pushed shipping companies to steer clear of this vital trade route. Thus, shipping vessels are now constrained to change itineraries and take the longer route around the Cape of Good Hope, situated at the southern tip of Africa. This alternative corridor extends the journey by over 3,500 nautical miles (6,500 km) and nearly two weeks of sailing time for each voyage, thereby substantially inflating shipping expenses.

According to statistics, more than 20,000 vessels navigate the Red Sea yearly. As such, this crisis creates a serious challenge to both international maritime security and international trade. Although the Houthis are said only to be targeting vessels linked to Israeli interests, the risk of security incidents in this vital shipping lane is seriously affecting the carriage of commodities between major world economies, including the oil-exporting countries of the Gulf Cooperation Council (GCC), the European Union, the U.S. and China.

Alongside these countries, India also ranks high among the most affected countries by the ongoing Red Sea crisis. Indeed, India is heavily dependent on the Red Sea route through the Suez Canal for its trade with Europe, North America, North Africa and the Middle East, as these regions represent more than 50% of Indiaโ€™s exports ($217bn), according to CRISIL Ratings. This showcases the extent of this crisisโ€™ implications. 

Looking forward

The current Red Sea crisis has highlighted the unequivocal importance of this location for geopolitics. With both commercial and strategic implications, the Houthiโ€™s actions have pushed the international community to cooperate to counter these attacks and safeguard freedom of navigation. While the U.S. was eager to engage a military coalition with the initiation of Operation Prosperity Guardian, the EU also began to step out of its shadow by introducing Operation Aspides, if so, with a delay due to its still reactive strategy. It remains to be seen if and how this crisis will de-escalate in the future, as this will be influenced by the war in Gaza and the destabilization of the region. Nevertheless, next to military cooperation, it will certainly be vital to engage in diplomatic efforts aiming to de-escalate the enduring Yemeni conflict by including all parties involved and affected. 

February 19, 2024No Comments

Anant Mishra on the current security and political situation in Afghanistan

In this session, Professor Mishra discusses the capacity of the security forces to control the territory, the Islamic State Khorasan Province, and the division within the Islamic Emirate of Afghanistan.

Professor Anant Mishra is a Visiting Fellow at the International Centre for Policing and Security, University of South Wales.

Interviewers: Agostino Bono and Camilla Cormegna - Crime, Extremism and Terrorism Team

December 4, 2023No Comments

Quill Robinson on the Nexus of Climate Change and Security

Quill Robinson talks about the intersection of climate and security. He delves into the topics of energy security, the role of China and the U.S., and shares his thoughts on COP28 (about to take place in the week of the interview's recording).

Quill Robinson is a Senior Program Manager and Associate Fellow in the Energy Security and Climate Change Program at the Centre for Strategic and International Studies (CSIS).

Interviewers: Idriss El Alaoui Talibi, Michele Mignogna, Iris Raith, Frederik Steinhauser - Defense & Procurement Team