Follow the link for a full transcript of "Global Threats Today: The 2024 Edition."

Illiberal Actors Are on the Move  |  Amichai Magen

Around the world, we are seeing a new axis of influence coalescing. Some have called it the "axis of misery" or the "axis of resistance." It is composed of Russia and Iran and North Korea, with a lot of Chinese involvement as well. It is transforming our international system in unbelievable ways. It is united by the desire to dismantle the liberal international order, and we're starting to see the nature and the interconnectivity of this new axis of chaos much more clearly. 

You see North Korean soldiers fighting for Putin in Ukraine. You see Putin helping the Houthis attack international Western shipping in Yemen. We see North Korean tunnel technology turn up in Lebanon with Hezbollah and then with Hamas in Gaza. The interconnectivity is something that we really need to know much more about.

Historically, emperors, kings, dukes, used to spend 50% of their resources on preparing for war or waging war. But in the post-Second World War era, we built a critical norm that we've called the liberal international order. And the miracle of the liberal international order is that we've managed to take global averages of defense spending from about 50% to a global average of about 7%. And the resulting surplus wealth has allowed us to invest in education, health, and scientific discovery.

What is at stake now is the possibility of a return of a norm where states are destroyed and disappear. And we have currently three states in the international system, at the very least — Ukraine, Israel and Taiwan — that are at risk of annihilation. To that end, we must articulate a positive strategic vision for the Middle East that will strive towards a two state solution, that would give the Palestinian people the dignity and the freedom that they deserve alongside a safe and secure Israel, and that will leverage the new spirit of cooperation that exists in the Middle East.

If we allow the norm of the non-disappearance of state to erode and collapse, we will go back to the law of the jungle, where we will have to spend so much more money on the wrong things. That is what is at stake in Ukraine, in the Middle East, and with Taiwan.
 

Challenges to Democracy Come From Within |  Didi Kuo

Many people think that the threat to democracy comes from outside our borders, particularly from countries like Russia and China that are asserting themselves in new and aggressive ways.

But the real threat to democracies that we're seeing across the globe is coming from within. Leaders come to power through democratic means, but then they begin to erode power from within. They attack the electoral system and the process of democratic elections, and they take power from other branches of government and aggregate it to themselves within the office of the executive. 

The good news is there are examples of countries like France, Brazil, and Poland where illiberal leaders have been stopped by pro-democracy coalitions of people who came together. These coalitions don't necessarily agree with each other politically, but they've come together and adapted in order to foreclose on these anti-democratic forces. 

That flexibility and adaptability is the reason democracies succeed. We see this over and over again in the the United States. When our institutions have become out of date, we've changed them. We extended suffrage, first to Black Americans who were formerly enslaved, then to women, then to Native Americans. We eliminating poll taxes and rethought what it means to have a multiracial democracy. We have a long track record of making changes.

Today in 2024, some of our democratic institutions are antiquated and don't reflect our contemporary values. This is a moment where we should lean into that flexible strength of democracy and think about institutional reforms that will both strengthen our system against illiberal creep and help us better achieve the ideals that we aspiring to as a people.
 

Ukraine Is Not Fated to Lose |  Steven Pifer

There's a narrative that's taking place that Russia is winning the war, Ukraine is losing, and it's only a matter of time. And it is true that Russia has captured a bit more territory than they occupied at the start of the year. But they've only achieved that at enormous cost.

As of September, the Pentagon says Russia had lost 600,000 dead and wounded soldiers. To put that in context, in February of 2022 when this major invasion began, the total Russian military — not just the army, but the total Russian military — was 1.1 million people. And the British Ministry of Defense earlier this week assessed that Russia now is losing 1,200 soldiers killed or severely wounded per day. You have to ask how long that's sustainable.

When I talk to Ukrainians, they still regard this war as existential. They're very determined to win, and we need to do a better job of supporting that. A stable and secure Europe is vital to America's national security interests, and you're not going to have a stable and secure Europe unless there's a stable and secure Ukraine. So we need to both provide them the weapons they need and relieve some of the restrictions we currently have and allow the Ukrainians to use those weapons to strike military targets in Russia.

Because we have to ask ourselves: what does an emboldened Vladimir Putin do if he wins in Ukraine? I don't think his ambitions end with Ukraine, perhaps not even with the post-Soviet space. There's going to be a much darker Russian threat hovering over Europe if Putin wins. So let's not count the Ukrainians out.
 

China Isn't Going Away Anytime Soon  |  Oriana Skylar Mastro

There is a lot of discussion right now about the fact that the economy in China is slowing down and its demography is undergoing significant changes. What I'm here to tell you is that the challenge of China is not over, and is not going to be over any time soon. China has built power in a different way than the United States, and we have to reassess how we understand that power if we want to effectively deter, blunt, and block them from acting out in ways that threaten our partners and allies.

Since the 1990s, China has developed a significant amount of political, economic, and military power. They've gone from having an economy smaller than France’s  to the second largest in the world. They've gone from not being involved in international institutions to a great degree, not even having diplomatic relations with major countries like South Korea, to now having stronger and greater diplomatic networks, especially in Asia, than the United States.

What we really need to understand is that the U.S.-China competition is not about the United States or about China; it's about the rest of the world, and how the rest of the world sees us and how China interacts with us. The balance of power is shifting, and we have to be a lot smarter and a lot faster if we want to make sure it shifts in favor of our interests.

The United States hasn't had a comprehensive strategy towards the developing world in a long time. And we are running out of time to get that balance right in Asia. We don't have the right stuff. We don't have it in the right numbers, and it's not in the right place. Some of this is about deterring war over Taiwan, but it's also about generally maintaining peace and stability in Asia.
 

We're Doing Better (But Not Enough) on Climate Change |  Marshall Burke

Many people don't recognize how much progress we're actually making on climate issues. Emissions have fallen by 20% since 2005. We're actually speeding up the amount of substantial progress being made in reducing greenhouse gas emissions and dealing with the core climate change problem, which is the human emission of greenhouse gasses.

In the United States, the Inflation Reduction Act and the subsequent implementation of various rules the Biden administration has championed has given a huge boost in transitioning our economy to greener energy technologies, transportation technologies, and other kinds of infrastructure. We're moving a lot of cash to get that done, and the president is trying to get as much of it out the door as he can before his term ends.

Globally, the progress has been less rapid. Emissions are roughly flat. But overall, we're still making progress. I co-teach an undergraduate class on climate change, and we've had to update our slides on how much warming we're expecting over the next century. We thought it was going to be four degrees Celsius. Now we think it's going to be something between two and three degrees Celsius.

But the flip side of that is that we're still going to get warming of two to three degrees Celsius. We're already experiencing warming of about a degree Celsius, which is about two degrees Fahrenheit, and it's projected that we're going to get another three to five degrees Fahrenheit by the end of the century. That is a lot of warming, and we are not prepared to deal with it. We need to do much more on mitigation and much more on adaptation if we're going to meet the realities of living in a changing climate.

So we've had progress on the one hand, but there's still a lot of work left to do in the coming decades.
 

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Follow the link for a full transcript of "Global Threats: What's at Stake and What We Can Do About It."

Reform the Electoral College |  Didi Kuo

One of the major problems people feel right now in American politics is that their voices aren’t heard. We live in what my colleague Francis Fukuyama calls a "vetocracy," meaning there are a lot of veto points in our system.

In a lot of other democratic institutional configurations, you have rule by the majority. But in the United States, we have an institutional configuration that allows a very small group — for example, 15 people in the House of Representatives — to hold up government in various ways. We see this in dramatic examples on the national level, but it also trickles down to the local level where you see it in issues like permitting hold-ups.

Reforming the Electoral College would be a very direct way of changing that vetocracy. The United States is one of the only advanced democracies that has this indirect system of elections. If all the votes counted equally and all the presidential candidates had to treat all of us the same and respond to us equally in all 50 states, it would do a lot to show the power of the popular vote and realign us more closely to the principle of majoritarianism that we should seek in our institutions.

Allow Taiwan to License Weapons Production |  Larry Diamond

My recommendation is deterrence, deterrence, deterrence. It is not inevitable that the People's Republic of China is going to launch an all-out military assault on Taiwan. But if the United States does not do more to make that a costly decision, the likelihood it will happen are exponentially higher.

Deterrence works. The United States deterred the Soviet Union from moving against West Berlin and much of Europe for decades. But it only works if you have a superior force.

To that end, the United States needs to pre-position more military force in the region. There's now a $12 billion backlog of weapons that Taiwan has ordered and paid for but hasn't received yet. That’s because the American defense production system is completely broken. This is the same reason why we can’t get weapons to Ukraine at the pace we need there.

This issue could be fixed, at least in part, if we licensed the production of some of these weapon systems directly to Taiwan. Their ability to build plants and produce these systems is much more agile than our own, and so licensing the rights to production would dramatically increase the deterrence factor against China, in addition to deepening our cooperation with allies throughout the region.

Pursue Climate Mitigation AND Adaptation |  Marshall Burke

There are three things we can do in response to climate change: we can mitigate, we can adapt, or we can suffer. We’re off to a good start, but we have decades of long slog ahead of us to get that right. And it's not just us; even if we do a good job, we depend on other countries to also do a good job. The Biden administration has already been engaged on some of that front, but there’s more work to do there.

And even with our best efforts, we are not going to be able to move as fast as we want or mitigate our greenhouse gas emissions as quickly as we need to avoid climate change. So, we're going to have to live with some climate change, which means adaptation. And if we can't adapt, then we're going to suffer. 

The key point is that we are very poorly adapted to today's climate, much less the climate we're going to have 30 or 50 years from now. The West Coast and California are prime examples of this. There have been monumental wildfire seasons there the last few years, and there are significant negative health impacts from smoke exposure. I see it in my own home, even as someone who studies this and should know better and do more to reduce those risks.

The point is, we're really poorly adapted to the current climate, and things are going to get a lot worse. We need to focus on mitigation; it’s still really important and we need to get it done. But at the same time, we need to figure out how to adapt and live with the changing climate that we're going to experience.

Weapons for Ukraine, Sanctions on Russia |  Michael McFaul

When I was in Kyiv this September, I had a chance to meet with President Zelenskyy, and he pointed out an absolutely crazy reality. Companies in the United States and Europe are still making tens of thousands of dollars in profits from selling various technologies that ultimately end up in Russia. It’s getting in through places like Hong Kong and Kazakhstan and Belarus and Georgia, and it allows Russia to keep waging its horrific war.

At the same time, the United States is spending millions of dollars to arm Ukraine with systems to shoot down the Russian rockets that were built using the components they got from the West. That’s completely illogical, bad policy. I know it’s hard to control technology, but we have to find a better way than what we’re doing right now. If you're an American taxpayer, that is your money being wasted.

That means more and better weapons for Ukraine, faster. And that means more and better sanctions on Russia, faster. That is the way to speed the end of this war.

Be Confident in America |  Amichai Magen

Just a few short years ago, we were all talking about the decline of the United States. I think that is far from inevitable. People speak about the 20th century as the “American Century.” The 21st century can also be the American Century. It's in our hands.

Be bullish on America. Be confident in America. Rediscover the spirit of America for adaptation and innovation and entrepreneurship. We need to wake up from the break we’ve taken from history in the post-Cold War era and rally once again in our spirit, our research, and our intellect.

We need to find new solution structures to the great challenges of our era: environmental challenges, AI, biotechnological challenges, nuclear challenges. And we can do it. China is on the verge of demographic decline and economic decline. Russia is a very dangerous international actor, but it is not a global superpower. We must reinvent the institutions and the alliances that we need for the 21st century in order to make sure that we continue a journey towards greater peace and prosperity for all of mankind.

The entire discussion, including the audience Q&A, is available to watch on FSI's YouTube channel. To stay up to date on our content, be sure to like, subscribe, and turn on notifications.

The following commentary has been edited for clarity and length, and does not represent the full extent of the panel’s discussion.
 

Rethinking Assumptions about Russia and Putin

Kathryn Stoner

Right now, Putin is the most vulnerable he's ever been in 22 years in power. But I don’t believe he's under so much pressure at this point that he is about to leave office anytime soon. Autocracies do not usually die by popular mobilization, unfortunately. More often they end through an elite coup or turnover. And since the end of WWII, the research has shown that about 75% of the time autocracies are typically replaced by another autocracy, or the perpetuation of the same autocracy, just with a different leader. So, if Putin were replaced, you might get a milder form of autocracy in Russia, but I don't think you are suddenly going to create a liberal democracy.

This means that we in the West, and particularly in the U.S., need to think very hard about our strategies and how we are going to manage our relationships with Putin and his allies. This time last year, the U.S. broadcast that we basically wanted Russia to calm down so we could pivot to China. That’s an invitation to not calm down, and I think it was a mistake to transmit that as policy.

We need to pay attention to what Russia has been doing. They are the second biggest purveyor of weapons globally after the United States. They will sell to anyone. They’ve been forgiving loans throughout Sub Saharan Africa from the Soviet period and using that as a way of bargaining for access to natural resources. They’re marketing oil, selling infrastructure, and building railroads. Wherever there is a vacuum, someone will fill it, and that includes Russia every bit as much as China. We need to realize that we are in competition with both Russia and China, and develop our policies and outreach accordingly.

Confronting Autocracy at Home and Abroad

Anna Grzymala-Busse

Why is Putin in Ukraine? Because the fact that there is a democratic country right next door to Russia is an affront to him. Putin doesn’t care that much about NATO. The fact that nothing happened when Sweden joined is some evidence of this. That’s something to keep in mind as people are debating NATO and Ukraine and Ukraine’s possible future as a member.

NATO membership and EU membership are both wonderful things. But more fundamental that that, this war has to be won first. That’s why I think it’s necessary in the next six months to speed up the support for Ukraine by ensuring there’s a steady stream of armaments, training personnel, and providing other military support.

There’s been incredible unity on Ukraine over the last seven months across the EU, NATO, and amongst our allies. But our recent history with President Trump reminds us how fragile these international commitments can be. In foreign policy, it used to be understood that America stands for liberal democracy. But we had a president of the United States who was more than happy to sidle up to some of the worst autocrats in the world. That’s why we can’t afford to leave rising populism around the world unaddressed and fail to engage with voters. When we do that, we allow far right parties to grab those votes and go unopposed. Whatever happens domestically impacts what happens internationally.

The Consequences of Nuclear Sabre-Rattling

Scott Sagan

We have to very clear-eyed when we’re talking about the threat, however improbable, of the use of a nuclear weapon. When it comes to the deployment of a tactical nuclear weapon, its kinetic effects depend on both the size of the weapon, the yield, and the target. Tactical weapons range in yield from very low — 5-10% of what was in the Hiroshima bomb — to as large as what was used against Hiroshima and Nagasaki. If that kind of weapon was used on an urban target, it would produce widescale effects. In a battlefield or rural area, it would have a relatively small impact.

But in the bigger picture, what any use of a weapon like this does is break a 70+ year tradition of non-use. Those seventy years have been dicey and fragile, but they have held so far. A tradition that is broken creates a precedent, and once there’s a precedent, it makes it much easier for someone to transgress the tradition again. So even if a decision was made to use a tactical weapon with little kinetic importance for strategic effect, I think we still need to be worried about it.

Personalistic dictators surround themselves with yes men. They make lonely decisions by themselves, often filled with vengeance and delusion because no one can tell them otherwise. They don't have the checks and balances. But I want to make one point about a potential coup or overthrow. Putin has done a lot to protect himself against that. But improbable events happen all the time, especially when leaders make really, really bad decisions. That’s not something we should be calling for as official U.S. policy, but it should be our hope.

Cycles of Conflict, Climate Change, and Food Insecurity

Marshall Burke

The estimates right now project that there are 350 million people around the world facing acute food insecurity. That means 350 million people who literally don’t have enough to eat. That’s roughly double what it was pre-COVID. The factors driving that are things like supply chain disruptions from the pandemic and climate shocks, but also because of ongoing conflict happening around the world, Ukraine included.

There was an early concern that the war in Ukraine would be a huge threat to global food security. That largely has not been the case so far, at least directly. Opening the grain corridors through the Black Sea has been crucial to this, and it’s critical that we keep those open and keep the wheat flowing out. Research shows that unrest increases when food prices spike, so it’s important for security everywhere to keep wheat prices down.

What I’m worried about now is natural gas prices. With high global natural gas prices, that means making fertilizer is also very expensive and prices have increased up to 300% relative to a few years ago. If they stay that high, this is going to be a long-term problem we will have to find a way of reckoning with on top of the other effects from climate change already impacting global crop production and the global economy.

Ukraine After the War

Francis Fukuyama

I've been more optimistic about the prospects for Ukraine taking back territory for more of this war, just because of the vast difference in motivation between the two sides and the supply of modern weapons that Ukraine has been getting. But I don’t know what the conditions on the ground will look like when the decision to negotiate comes. Will Russia still be sitting on occupied territory? Are they kicked out entirely? Or are the frontlines close to where they are now?

As I’ve observed, Ukraine's demands have shifted depending on how they perceive the war going on. There was a point earlier this summer where they hinted that a return to the February 23 borderlines would be acceptable. But now with their recent successes, they're saying they want everything back to the 2014 lines. What actually happens will depend on what the military situation looks like next spring, by my guess.

However the war does end, I think Ukraine actually has a big opportunity ahead of them. Putin has unwittingly become the father of a new Ukrainian nation. The stresses of the war have created a very strong sense of national identity in Ukraine that didn’t exist previously. It’s accurate that Ukraine had significant problems with corruption and defective institutions before, but I think there’s going to be a great push to rout that out. Even things like the Azov steel factory being bombed out of existence is probably a good thing in the long run, because Ukraine was far too dependent on 20^th-century coal, steel, and heavy industry. Now they have an opportunity to make a break from all of that.

There are going to be challenges, obviously. We’ll have to watch very carefully what Zelenskyy chooses to do with the commanding position he has at the moment, and whether the government will be able to release power back to the people and restore its institutions. But Europe and the West and our allies are going to have a really big role in the reconstruction of Ukraine, and that should be regarded by everyone as a tremendous opportunity.

Victory in Ukraine, Victory for Democracy

Michael McFaul

Nobody likes a loser, and right now, Putin is losing strategically, tactically, and morally. Now, he doesn’t really care about what Biden or NATO or the West think about him. But he does care about what the autocrats think about him, especially Xi Jinping. And with reports coming out of the Shanghai Cooperation Organization that Xi has “concerns” about what’s happening in Ukraine, Putin is feeling that pressure. I think that's why he has decided he needs to double down, not to negotiate, but to try and “win” in some way as defined by him.

In my view, that’s what’s behind the seizure of these four regions. If he feels like he can unequivocally claim them as part of Russia, then maybe he will sue for peace. And that’s exactly what President Zelenskyy fears. Why? Because that’s exactly what happened in 2014. Putin took Crimea, then turned around to the countries of the world and said, “Aren’t we all tired of war? Can’t we just have peace? I’m ready to end the war, as long as you recognize the new borders.” And, let’s be honest, we did.

We keep hearing politicians say we should put pressure for peace negotiations. I challenge any of them to explain their strategy for getting Putin to talk about peace. There is no doubt in my mind that President Zelenskyy would sit down tomorrow to negotiate if there was a real prospect for peace negotiations. But there's also no doubt in my mind right now that Putin has zero interest in peace talks.

Like Dr. Fukuyama, I don’t know how this war will end. But there's nobody inside or outside of Russia that thinks it’s going well. I personally know a lot of people that believe in democracy in Russia. They believe in democracy just as much as you or I. I’ve no doubt of their convictions. But they’re in jail, or in exile today.

If we want to help Russia in the post-Putin world, we have to think about democracy. There’s not a lot we can do to directly help democracy in Russia right now. But we should be doing everything to help democracy in Ukraine.  It didn’t happen in 1991. It didn’t happen in 2004. It didn’t happen in 2014. They had those breakthroughs and those revolutionary moments, but we as the democratic world collectively didn’t get it right. This is our moment to get it right, both as a way of helping Ukraine secure its future, and to give inspiration to “small-d” democrats fighting for rights across the world.