SS2026-Lecture9

ECPS Academy Summer School — Prof. Markus Kotzur: Can the EU lead? Policy Tools, Regulatory Power, and Global Influence

Professor Markus Kotzur’s lecture explored one of the defining questions of contemporary European integration: can the European Union translate its regulatory influence into genuine geopolitical leadership? Rejecting conventional measures of power centered solely on military capability, he argued that the EU’s comparative advantage lies in its constitutional foundations, legal authority, and capacity to shape global norms through regulatory governance. Examining concepts such as Normative Power Europe, the Brussels Effect, and strategic autonomy, the lecture demonstrated how Europe’s economic strength, legal order, and institutional resilience remain essential assets amid intensifying geopolitical competition. Combining European constitutional law with international relations and political economy, Professor Kotzur offered a compelling vision of an EU capable of reconciling values with strategic responsibility in a fragmented international order.

Reported by ECPS Staff

The concluding lecture of the ECPS Academy Summer School 2026, held under the overarching theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” addressed one of the most consequential questions confronting European integration today: Can the European Union exercise genuine geopolitical leadership in an increasingly fragmented international order? While much contemporary debate focuses on Europe’s economic competitiveness, military preparedness, or strategic autonomy, the lecture by Professor Markus Kotzur, Professor of European and International Law at the University of Hamburg and Vice Dean for International Relations, invited participants to examine a more fundamental issue. Before asking whether the European Union possesses sufficient power to lead, it is necessary to clarify what leadership itself means for a political entity that is neither a sovereign state nor a conventional international organization. Drawing upon constitutional law, international law, and European integration studies, Professor Kotzur argued that the future of European leadership depends not merely on accumulating material capabilities but on reconciling legal legitimacy, regulatory influence, political integration, and strategic purpose within a rapidly evolving geopolitical environment. 

The session was introduced by Dr. Camille Nessel, who situated the discussion within the European Union’s broader geopolitical transformation initiated during Ursula von der Leyen’s first Commission. Recalling von der Leyen’s ambition to create a “geopolitical Commission” in 2019, Dr. Nessel explained how this initiative fundamentally altered scholarly and policy debates surrounding the European Union’s external role. Whereas previous decades had largely conceived European integration through the lenses of market integration and regulatory governance, recent developments increasingly emphasize economic security, strategic partnerships, critical raw materials, and geopolitical competition. Trade policy, environmental regulation, and technological governance have progressively become instruments of geopolitical influence rather than merely vehicles of economic integration. In this context, concepts such as open strategic autonomy, economic security, and regulatory sovereignty have emerged at the center of European policymaking, raising new questions about how the Union can exercise influence while remaining committed to multilateralism and the constitutional values upon which European integration has historically rested. Dr. Nessel’s introduction effectively framed the lecture by illustrating that Europe’s external policies can no longer be understood independently of broader geopolitical transformations, particularly the rise of China, renewed great-power competition, and increasing skepticism toward globalization. 

Can the European Union Lead? Reconceptualizing Power, Political Community, and Global Actorship

Building upon this context, Professor Kotzur proposed that discussions of European leadership often begin from an inadequate premise. Much contemporary commentary measures geopolitical influence primarily through traditional indicators of state power—military capability, coercive capacity, or hegemonic dominance. Such perspectives, strongly associated with realist approaches to international relations, inevitably portray the European Union as structurally disadvantaged when compared with major powers such as the United States or China. Yet Professor Kotzur argued that this comparison overlooks the Union’s distinctive political character. Rather than attempting to evaluate the European Union as though it were an ordinary nation-state, he suggested conceptualizing it as a political community—a unique form of political organization that transcends the conventional distinction between sovereign state and international organization. This conceptual shift, he maintained, fundamentally alters how European leadership should be understood.

For Professor Kotzur, describing the European Union as a political community emphasizes that European integration extends far beyond economic cooperation or market regulation. The Union embodies an ongoing process of political integrationgrounded in shared constitutional values, institutional cooperation, and collective decision-making. Consequently, Europe’s capacity for leadership cannot be reduced solely to military capabilities or traditional notions of sovereignty. Instead, its influence derives from the interaction of legal authority, regulatory capacity, democratic legitimacy, and institutional resilience. The European Union therefore exercises a form of political leadership fundamentally different from that of conventional great powers—a leadership rooted less in coercion than in governance, coordination, and the production of international norms.

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SummerSchool

ECPS Academy Summer School 2026 — Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition

The ECPS Academy Summer School 2026 brought together leading scholars to examine how geoeconomics, populism, technological competition, and strategic rivalry are transforming the European Union’s place in the international order. Spanning nine lectures, the programme explored the evolution of EU trade policy, the crisis of multilateralism, transatlantic relations, strategic autonomy, de-risking, the Indo-Pacific, EU–Asia relations, Japan’s emerging populism, and the Union’s capacity to exercise global leadership through law, regulation, and market power. Combining insights from international political economy, European integration, international law, comparative politics, and strategic studies, the lectures demonstrated that Europe’s future will depend upon its ability to reconcile economic openness, democratic resilience, and strategic responsibility amid an increasingly fragmented and contested geopolitical landscape.

Reported by ECPS Staff

The ECPS Academy Summer School 2026, held online from July 6–10, 2026, brought together an international community of scholars, policymakers, and students under the theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition.” Against a backdrop of intensifying great-power rivalry, democratic polarization, technological transformation, and the growing politicization of international economic relations, the programme explored how Europe is redefining its role within an increasingly fragmented global order. Throughout five days of intellectually rich discussions, participants examined the profound ways in which geopolitics, trade, security, law, technology, and domestic politics have become inseparably intertwined, challenging many of the assumptions that shaped the post-Cold War international system.

The nine lectures presented during the Summer School approached these transformations from complementary disciplinary and regional perspectives. Together, they examined the evolution of European Union trade policy, the crisis of multilateralism, the changing political economy of transatlantic relations, the rise of geoeconomics, strategic autonomy, de-risking, Europe’s engagement with the Indo-Pacific, the implications of US–China strategic competition, the resilience of EU–Japan relations, and the European Union’s capacity to exercise global leadership through law, regulation, and market power. Rather than treating these issues as isolated policy domains, the programme consistently demonstrated how contemporary international politics is increasingly shaped by the interaction of domestic political developments, populist mobilization, technological innovation, economic security, and geopolitical competition.

A recurring theme throughout the Summer School was the recognition that Europe now operates in a world where economic interdependence has become both a source of prosperity and an instrument of strategic rivalry. As globalization gives way to geoeconomics, and as trade, investment, technology, and supply chains become matters of national security, the European Union faces the complex challenge of preserving openness while strengthening resilience, maintaining multilateral cooperation while pursuing strategic autonomy, and defending liberal democratic values amid intensifying geopolitical contestation.

The reports collected in this volume seek to capture not only the substance of each lecture but also the broader intellectual dialogue that emerged across the programme. The reports synthesize the lecturers’ principal arguments while situating them within wider scholarly debates in international political economy, European integration, comparative politics, international law, and strategic studies. Read together, these reports provide a comprehensive account of one of the central questions confronting Europe today: how can the European Union reconcile economic openness, democratic legitimacy, and strategic responsibility in an international order increasingly defined by uncertainty, power competition, and global transformation?

Lecture – I- Prof. Arlo Poletti: The Evolution of EU Trade Policy and the Global Trade Order

How has the European Union’s trade policy evolved from championing liberal multilateralism to pursuing strategic autonomy in an era of geopolitical rivalry? In his opening lecture at the ECPS Academy Summer School 2026, “Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” Professor Arlo Poletti examines the historical transformation of EU trade policy against the backdrop of globalization, China’s rise, populist contestation, and the growing weaponization of economic interdependence. Moderated by Dr. Sonali Chowdhry, the session demonstrates that contemporary trade policy can no longer be understood solely through the lens of market liberalization but must increasingly be viewed as an instrument of geopolitical strategy, economic resilience, industrial policy, and European strategic autonomy.

Lecture – II – Prof. Kent Jones: Populism, Legitimacy, and the Politicization of Trade

As international trade becomes increasingly entangled with geopolitical rivalry, democratic legitimacy, and populist politics, understanding the future of the rules-based trading order has never been more urgent. In his lecture at the ECPS Academy Summer School 2026, “Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” Professor Kent Jones examines how the resurgence of populism—particularly under Donald Trump’s second presidency—is reshaping the World Trade Organization (WTO) and challenging the legitimacy of multilateral trade governance. Moderated by Dr. Neo Sithole, the session combines international economics, institutional theory, and political economy to explore why the future of global trade depends not only on markets and tariffs but also on trust, shared norms, and the political foundations of international cooperation.

Lectute – III – Prof. Erik Jones: The Political Economy of EU–US Trade Relations

What happens when the political foundations of the transatlantic partnership begin to erode? In his lecture at the ECPS Academy Summer School 2026, “Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” Professor Erik Jones argues that Europe is entering a “post-Atlantic” era in which the assumptions that sustained EU–US cooperation since the Second World War are being fundamentally reconfigured. Moderated by Professor Elaine Fahey, the session examines how globalization, democratic polarization, populism, and geopolitical rivalry are reshaping transatlantic trade relations, European strategic autonomy, and the liberal international order. Combining historical perspective with political economy, the lecture offers a compelling framework for understanding Europe’s changing role in an increasingly fragmented world.

Lectute – IV – Prof. Alasdair Young: Populism Trumped Transatlantic Trade Cooperation

Can the transatlantic trading order survive the rise of populism? In his lecture at the ECPS Academy Summer School 2026, “Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” Professor Alasdair Young argues that Donald Trump’s second presidency marks a fundamental break with more than seventy years of EU–US trade cooperation. Moderated by Dr. Jessica Lawrence, the session explores how populist narratives, protectionism, geopolitical rivalry, and legal innovation are transforming the politics of international trade. Combining historical perspective with international political economy and trade law, Professor Young demonstrates that the future of transatlantic relations will depend not only on commercial negotiations but also on reconciling economic openness with democratic legitimacy, strategic autonomy, and global stability.

Lecture – V – Assoc. Prof. Reuben Wong: Strategic Autonomy, De-risking, and EU Economic Security Tools

The European Union’s pursuit of strategic autonomy has emerged as one of the defining geopolitical debates of the twenty-first century, reflecting the growing convergence of security, economics, technology, and global power competition. In this intellectually stimulating lecture, Associate Professor Reuben Wong examined how Europe’s search for greater strategic independence has been reshaped by an increasingly volatile international environment marked by intensifying US–China rivalry, Russia’s revisionism, and rapid technological transformation. Challenging conventional assumptions about Europe’s transatlantic relationship and its approach toward China, he argued that strategic autonomy requires not only stronger defense and economic security instruments but also a fundamental reassessment of Europe’s place within an emerging multipolar order. The lecture offered participants a provocative and nuanced framework for understanding the future of European geopolitics.

Lecture – VI – Dr. Giulio Pugliese: The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics

As Europe deepens its engagement with the Indo-Pacific, the region has become far more than a distant theatre of economic opportunity—it has emerged as a central arena where geopolitical competition, technological innovation, supply-chain resilience, and strategic autonomy intersect. In this insightful lecture, Dr. Giulio Pugliese demonstrated how the Indo-Pacific evolved from a Japanese strategic narrative into a defining framework for understanding twenty-first-century international politics. Examining the growing rivalry between the United States and China, Taiwan’s geopolitical and technological significance, and the implications of Washington’s increasingly transactional alliance strategy, he argued that Europe must move beyond traditional regional perspectives and formulate a coherent Indo-Pacific policy rooted in its own interests. The lecture offered participants a nuanced understanding of how Europe’s future security and prosperity are becoming increasingly intertwined with developments across Asia.

Lecture – VIII – Prof. Axel Berkofsky: EU-Japan Relations and Populism

Japan has long been regarded as an outlier in comparative studies of populism, distinguished by political stability, Liberal Democratic Party dominance, and limited immigration. In this thought-provoking lecture, Professor Axel Berkofsky challenged that conventional wisdom, arguing that Japan has entered its own delayed populist moment. Examining the rise of the Sanseito party, demographic decline, labor shortages, identity politics, and the evolution of conservative nationalism, he demonstrated how structural economic pressures and political discourse are reshaping Japanese democracy. The lecture also assessed the resilience of EU–Japan relations, highlighting the enduring importance of the Economic Partnership Agreement despite growing geopolitical uncertainty. Combining comparative politics with international political economy, Professor Berkofsky offered a nuanced framework for understanding populism beyond its traditional European context.

Lecture – IX – Prof. Markus Kotzur: Can the EU lead? Policy Tools, Regulatory Power, and Global Influence

Professor Markus Kotzur’s lecture explored one of the defining questions of contemporary European integration: can the European Union translate its regulatory influence into genuine geopolitical leadership? Rejecting conventional measures of power centered solely on military capability, he argued that the EU’s comparative advantage lies in its constitutional foundations, legal authority, and capacity to shape global norms through regulatory governance. Examining concepts such as Normative Power Europe, the Brussels Effect, and strategic autonomy, the lecture demonstrated how Europe’s economic strength, legal order, and institutional resilience remain essential assets amid intensifying geopolitical competition. Combining European constitutional law with international relations and political economy, Professor Kotzur offered a compelling vision of an EU capable of reconciling values with strategic responsibility in a fragmented international order.

EU Commission.

ECPS Academy Summer School — Prof. Markus Kotzur: Can the EU lead? Policy Tools, Regulatory Power, and Global Influence

Professor Markus Kotzur’s lecture explored one of the defining questions of contemporary European integration: can the European Union translate its regulatory influence into genuine geopolitical leadership? Rejecting conventional measures of power centered solely on military capability, he argued that the EU’s comparative advantage lies in its constitutional foundations, legal authority, and capacity to shape global norms through regulatory governance. Examining concepts such as Normative Power Europe, the Brussels Effect, and strategic autonomy, the lecture demonstrated how Europe’s economic strength, legal order, and institutional resilience remain essential assets amid intensifying geopolitical competition. Combining European constitutional law with international relations and political economy, Professor Kotzur offered a compelling vision of an EU capable of reconciling values with strategic responsibility in a fragmented international order.

Reported by ECPS Staff

The concluding lecture of the ECPS Academy Summer School 2026, held under the overarching theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” addressed one of the most consequential questions confronting European integration today: Can the European Union exercise genuine geopolitical leadership in an increasingly fragmented international order? While much contemporary debate focuses on Europe’s economic competitiveness, military preparedness, or strategic autonomy, the lecture by Professor Markus Kotzur, Professor of European and International Law at the University of Hamburg and Vice Dean for International Relations, invited participants to examine a more fundamental issue. Before asking whether the European Union possesses sufficient power to lead, it is necessary to clarify what leadership itself means for a political entity that is neither a sovereign state nor a conventional international organization. Drawing upon constitutional law, international law, and European integration studies, Professor Kotzur argued that the future of European leadership depends not merely on accumulating material capabilities but on reconciling legal legitimacy, regulatory influence, political integration, and strategic purpose within a rapidly evolving geopolitical environment. 

The session was introduced by Dr. Camille Nessel, who situated the discussion within the European Union’s broader geopolitical transformation initiated during Ursula von der Leyen’s first Commission. Recalling von der Leyen’s ambition to create a “geopolitical Commission” in 2019, Dr. Nessel explained how this initiative fundamentally altered scholarly and policy debates surrounding the European Union’s external role. Whereas previous decades had largely conceived European integration through the lenses of market integration and regulatory governance, recent developments increasingly emphasize economic security, strategic partnerships, critical raw materials, and geopolitical competition. Trade policy, environmental regulation, and technological governance have progressively become instruments of geopolitical influence rather than merely vehicles of economic integration. In this context, concepts such as open strategic autonomy, economic security, and regulatory sovereignty have emerged at the center of European policymaking, raising new questions about how the Union can exercise influence while remaining committed to multilateralism and the constitutional values upon which European integration has historically rested. Dr. Nessel’s introduction effectively framed the lecture by illustrating that Europe’s external policies can no longer be understood independently of broader geopolitical transformations, particularly the rise of China, renewed great-power competition, and increasing skepticism toward globalization. 

Can the European Union Lead? Reconceptualizing Power, Political Community, and Global Actorship

Professor Markus Kotzur.
Professor Markus Kotzur is a Professor of European and International Law at the University of Hamburg and Vice Dean for International Relations.

Building upon this context, Professor Kotzur proposed that discussions of European leadership often begin from an inadequate premise. Much contemporary commentary measures geopolitical influence primarily through traditional indicators of state power—military capability, coercive capacity, or hegemonic dominance. Such perspectives, strongly associated with realist approaches to international relations, inevitably portray the European Union as structurally disadvantaged when compared with major powers such as the United States or China. Yet Professor Kotzur argued that this comparison overlooks the Union’s distinctive political character. Rather than attempting to evaluate the European Union as though it were an ordinary nation-state, he suggested conceptualizing it as a political community—a unique form of political organization that transcends the conventional distinction between sovereign state and international organization. This conceptual shift, he maintained, fundamentally alters how European leadership should be understood.

For Professor Kotzur, describing the European Union as a political community emphasizes that European integration extends far beyond economic cooperation or market regulation. The Union embodies an ongoing process of political integration grounded in shared constitutional values, institutional cooperation, and collective decision-making. Consequently, Europe’s capacity for leadership cannot be reduced solely to military capabilities or traditional notions of sovereignty. Instead, its influence derives from the interaction of legal authority, regulatory capacity, democratic legitimacy, and institutional resilience. The European Union therefore exercises a form of political leadership fundamentally different from that of conventional great powers—a leadership rooted less in coercion than in governance, coordination, and the production of international norms. 

This argument naturally led Professor Kotzur to distinguish between different conceptions of power itself. Realist perspectives traditionally associate leadership with material capabilities, particularly military strength and the ability to impose outcomes through coercive means. Judged according to these criteria alone, the European Union undoubtedly faces significant limitations. Defense remains primarily the responsibility of individual member states, while security has historically depended upon NATO and, above all, the strategic umbrella provided by the United States. Compared with the military capabilities of Washington or Beijing, the European Union possesses only limited autonomous coercive capacity. Yet Professor Kotzur cautioned participants against equating these limitations with geopolitical irrelevance. Power, he argued, also assumes regulatory, legal, institutional, and normative forms that have become increasingly important within an interconnected global economy.

Indeed, one of the lecture’s central themes was that the European Union has historically developed precisely these alternative forms of influence. Rather than aspiring to classical hegemonic dominance, Europe has sought to shape international behavior by establishing legal standards, promoting regulatory convergence, and embedding international cooperation within institutional frameworks. This distinctive mode of influence reflects the constitutional foundations of the Union itself. Article 2 of the Treaty on European Union, which enshrines democracy, human rights, and the rule of law as the Union’s foundational values, provides not only an internal constitutional framework but also the normative basis for Europe’s external engagement. In Professor Kotzur’s view, these legal principles have enabled the European Union to become a global standard-setter whose influence often extends far beyond its territorial borders.

At the same time, the lecturer acknowledged that the international environment sustaining this model has changed profoundly. For much of the post-Cold War period, a functional division of labor characterized transatlantic relations. While the United States largely assumed responsibility for military security through NATO, the European Union concentrated on economic integration, regulatory governance, and the promotion of multilateral norms. This arrangement allowed Europe to exercise considerable international influence without developing equivalent military capabilities. However, shifting geopolitical realities—including Russia’s aggression against Ukraine, intensifying strategic competition with China, and growing uncertainty regarding American security commitments under Donald Trump’s second presidency—have increasingly exposed the limitations of this model. Europe can no longer assume that military security will remain permanently outsourced while it focuses exclusively on regulatory leadership.

These developments, Professor Kotzur suggested, require a fundamental reconsideration of European leadership itself. Rather than abandoning its normative foundations, the European Union must determine how legal authority, economic strength, and strategic capability can be combined within a coherent geopolitical strategy. Leadership in today’s international order demands more than the capacity to regulate markets; it increasingly requires resilience, institutional coordination, technological innovation, and credible security capabilities. Yet Europe’s comparative advantage continues to reside in the constitutional and legal traditions that distinguish it from more conventional great powers. The challenge therefore lies not in replacing normative power with military power but in integrating both within a broader conception of strategic actorship.

By framing the discussion in this manner, Professor Kotzur established the analytical foundation for the remainder of the lecture. The central question was no longer simply whether Europe possesses sufficient power to compete with other global actors, but whether its unique combination of law, regulation, political integration, and democratic legitimacy can provide the basis for effective geopolitical leadership in an era increasingly defined by strategic rivalry and geoeconomic competition. This perspective would subsequently guide his examination of the European Union’s normative influence, the Brussels Effect, and the evolving concept of strategic autonomy. 

Normative Power Europe, the Brussels Effect, and the Evolution of Strategic Autonomy

European Union flags against European Parliament in Brussels, Belgium.

Having established that the European Union should be understood as a distinctive political community rather than a conventional nation-state, Professor Kotzur turned to the sources of Europe’s international influence. If the Union lacks the military capabilities traditionally associated with great-power politics, how has it nevertheless managed to shape global governance and international economic relations? Professor Kotzur argued that the answer lies in Europe’s longstanding role as a normative and regulatory power, a form of influence that derives not from coercion but from the ability to establish legal standards that increasingly structure international political and economic behavior. This regulatory capacity, he suggested, remains one of the European Union’s greatest strategic assets, even as the geopolitical environment becomes more competitive and uncertain.

Central to Professor Kotzur’s argument was the concept of Normative Power Europe, which has occupied a prominent place in European integration scholarship for more than two decades. Unlike traditional powers that project influence primarily through military or economic coercion, the European Union has historically sought to shape international conduct through the diffusion of legal norms, constitutional principles, and regulatory standards. Democracy, human rights, the rule of law, and sustainable development constitute not merely internal constitutional values but also external objectives guiding European foreign relations. According to Professor Kotzur, these principles provide the normative foundation upon which the Union’s international influence has long rested. Rather than compelling other actors to follow European preferences, the Union seeks to encourage convergence by making adherence to these standards increasingly advantageous for states wishing to deepen political or economic cooperation with Europe.

Professor Kotzur explained that this normative influence operates through two complementary mechanisms. The first ispositive conditionality, whereby closer cooperation with the European Union—including association agreements, neighborhood partnerships, accession negotiations, and preferential trade arrangements—is linked to the adoption of European legal and constitutional standards. Countries aspiring to strengthen relations with the Union are encouraged to improve democratic governance, judicial independence, human rights protection, and the rule of law. This “more for more” approach reflects the belief that regulatory convergence strengthens both political cooperation and legal certainty. In this sense, European integration has historically functioned not only as an economic project but also as an instrument for promoting constitutional transformation beyond the Union’s borders.

The second mechanism operates through market access. Access to the European Union’s vast internal market increasingly depends upon compliance with European regulatory requirements. Firms wishing to export products, provide services, or invest within the European market must satisfy standards relating to product safety, environmental protection, digital governance, consumer rights, competition policy, and increasingly artificial intelligence. Compliance therefore becomes not merely a legal obligation but an economic necessity. Through this process, European regulations frequently extend far beyond the Union’s territorial jurisdiction, influencing commercial practices across global markets without relying upon traditional forms of extraterritorial coercion.

This phenomenon, Professor Kotzur observed, is most commonly described as the Brussels Effect. Building upon the influential scholarship surrounding this concept, he explained that the European Union’s enormous market size, combined with its sophisticated regulatory framework, often incentivizes multinational corporations to adopt European standards globally rather than maintaining separate regulatory systems for different jurisdictions. Because complying with a single high regulatory standard is often more efficient than producing multiple versions of the same product, firms frequently extend European rules to operations beyond Europe itself. Consequently, regulations adopted in Brussels may shape business practices in Asia, Latin America, Africa, and North America despite the absence of formal international legal obligations.

Professor Kotzur highlighted several contemporary illustrations of this regulatory influence. The General Data Protection Regulation (GDPR) fundamentally reshaped global approaches to privacy and digital governance by establishing one of the world’s most comprehensive data protection regimes. Similarly, the Artificial Intelligence Act seeks to position Europe at the forefront of regulating emerging technologies through a risk-based legal framework that may influence legislative developments far beyond the European Union. Environmental policies associated with the European Green Deal, including sustainability standards and climate-related regulations, likewise demonstrate how domestic European legislation increasingly generates significant international repercussions. These examples illustrate that regulatory power has become an important dimension of contemporary geopolitics, particularly as technological innovation and global supply chains become progressively integrated.

Yet Professor Kotzur also emphasized that the Brussels Effect should not be understood simply as a technocratic process driven by legal expertise. Rather, it reflects a broader transformation in the relationship between markets and political authority. Regulation itself has become an instrument of geopolitical influence. By determining the conditions under which access to one of the world’s largest consumer markets is granted, the European Union exercises considerable leverage over international commercial behavior. This capacity enables Europe to project influence internationally even where its military capabilities remain comparatively limited. Regulatory governance thus constitutes an alternative form of power, rooted in economic interdependence rather than territorial coercion.

Nevertheless, Professor Kotzur argued that recent geopolitical developments increasingly challenge the sufficiency of normative power alone. The relative stability that once enabled Europe to rely primarily upon regulatory influence has gradually eroded under the pressures of great-power competition, technological rivalry, and economic coercion. Russia’s invasion of Ukraine, intensifying strategic competition between the United States and China, and growing uncertainty surrounding transatlantic relations have all demonstrated that legal standards alone cannot guarantee geopolitical resilience. The European Union therefore faces the difficult task of preserving its identity as a normative power while simultaneously developing greater strategic capacity.

This challenge has given increasing prominence to the concept of strategic autonomy, which Professor Kotzur approached through both linguistic and political analysis. Returning to the Greek origins of the concept, he explained that autonomia signifies the capacity to live according to one’s own laws, while strategy refers to the ability to lead and direct collective action. Strategic autonomy therefore implies far more than economic independence or military capability. It represents the capacity of a political community to formulate and pursue its own objectives independently while remaining faithful to its underlying constitutional values. Europe, in this conception, seeks neither isolation nor disengagement but the ability to make sovereign strategic decisions without excessive dependence upon external actors.

Importantly, Professor Kotzur deliberately omitted the increasingly fashionable adjective “open” from his presentation’s title in order to stimulate critical reflection. Rather than accepting “open strategic autonomy” as an uncontested policy objective, he encouraged participants to consider whether genuine strategic autonomy can remain fully open under conditions of intensifying geopolitical rivalry. This question reflects one of the European Union’s most fundamental contemporary dilemmas. Europe seeks simultaneously to preserve openness, defend multilateralism, strengthen economic resilience, and reduce excessive strategic dependencies. Reconciling these objectives requires careful balancing between economic integration and geopolitical prudence.

By the end of this section, Professor Kotzur had demonstrated that Europe’s future leadership cannot depend exclusively upon either normative influence or strategic power in isolation. The Brussels Effect continues to provide the European Union with remarkable global regulatory reach, yet contemporary geopolitical realities increasingly demand that this regulatory capacity be complemented by greater strategic resilience. Rather than abandoning its identity as a community founded upon law and multilateralism, Europe must learn to integrate regulatory influence with a more comprehensive understanding of geopolitical actorship. In doing so, the Union seeks to transform legal authority into a broader form of strategic leadership capable of navigating an international order that is becoming simultaneously more interconnected and more contested.

From Outsourced Security to Strategic Responsibility: Institutional Limits and the Future of European Defense

Photo: Pavlo Lys.

Having examined the European Union’s regulatory influence and the conceptual foundations of strategic autonomy, Professor Kotzur shifted the discussion toward one of the Union’s most persistent structural challenges: the relationship between legal competence, political will, and military capability. Rather than delivering a purely expository lecture, Professor Kotzur transformed this section into an interactive dialogue, inviting participants to reflect upon whether the existing constitutional framework of the European Union is capable of supporting meaningful geopolitical leadership. Their questions and observations became an integral component of the discussion, illustrating precisely the kind of interdisciplinary debate that the ECPS Academy Summer School seeks to foster.

Professor Kotzur began by emphasizing that discussions surrounding European defense cannot be separated from the constitutional architecture established by the EU Treaties. Unlike sovereign states, whose governments exercise inherent authority across the full spectrum of foreign and security policy, the European Union operates according to the principle of conferral, whereby it may act only in areas where competencies have been explicitly transferred by its member states. This legal principle, fundamental to European constitutional law, continues to shape every debate concerning the Union’s geopolitical ambitions. While economic integration has become highly supranationalized, foreign policy and defense remain areas in which national governments retain extensive authority. Consequently, the question confronting Europe is not simply whether it desires greater strategic autonomy, but whether its constitutional framework currently permits such ambitions to be fully realized.

Rather than providing an immediate answer, Professor Kotzur invited participants to consider whether the existing treaty framework already contains sufficient legal instruments for the European Union to become a more significant geopolitical actor or whether meaningful strategic autonomy would ultimately require comprehensive treaty reform. This interactive approach encouraged students from diverse disciplinary backgrounds to engage directly with questions that are often confined to specialist legal scholarship.

Several participants offered observations that significantly enriched the discussion. One participant suggested that European defense integration had historically remained underdeveloped precisely because military security had long been outsourced to the United States through NATO. As long as Washington guaranteed Europe’s security, the incentives to construct genuinely autonomous European defense capabilities remained relatively weak. Professor Kotzur broadly agreed with this historical assessment. He recalled that attempts to establish European defense structures date back to the earliest years of post-war integration but repeatedly encountered political resistance. One recurring concern was that independent European military structures might duplicate—or even weaken—the North Atlantic Treaty Organization. Consequently, NATO became the principal framework for collective defense, while European integration concentrated largely upon economic and political cooperation.

At the same time, Professor Kotzur stressed that the situation has evolved considerably since the adoption of the Treaty of Lisbon, which significantly expanded the legal foundations for cooperation in foreign and security policy. Although the Treaties do not currently permit the creation of a fully-fledged European army, they nevertheless provide important mechanisms through which member states can deepen defense cooperation. The Common Foreign and Security Policy (CFSP) and the Common Security and Defense Policy (CSDP) establish institutional frameworks for joint action, while initiatives such as Permanent Structured Cooperation (PESCO) demonstrate that considerable progress remains possible without immediate treaty revision. From a legal perspective, therefore, the European Union already possesses greater flexibility than is often assumed, even if important constitutional limitations remain.

The discussion subsequently broadened to consider whether recent geopolitical developments have fundamentally altered the political incentives surrounding European defense integration. Professor Kotzur suggested that two historic developments have acted as powerful catalysts. The first was Russia’s full-scale invasion of Ukraine, which fundamentally transformed European perceptions of security by demonstrating that large-scale interstate war had returned to the European continent. The second was the return of Donald Trump to the American presidency, which further intensified doubts regarding the long-term reliability of the United States as Europe’s principal security guarantor. Together, these developments have accelerated debates over strategic autonomy far more rapidly than decades of academic discussion ever achieved.

Drawing upon Germany’s own experience, Professor Kotzur pointed to the profound transformation in domestic political attitudes toward defense spending. The concept of Zeitenwende, introduced following Russia’s invasion of Ukraine, symbolizes a broader shift in German political culture regarding military responsibility. Political parties traditionally associated with pacifism, most notably the Green Party, have increasingly accepted that preserving peace may require greater investment in defense capabilities. This evolution illustrates how external geopolitical shocks can reshape democratic consensus, generating political support for policies that previously appeared unimaginable. What had once seemed politically controversial has increasingly become regarded as a necessary response to changing strategic realities.

Yet Professor Kotzur cautioned that military capability alone cannot create effective European leadership. Institutional legitimacy remains equally important. Another participant questioned whether Europe’s remarkable political diversity—comprising twenty-seven democracies with distinct historical experiences, domestic electorates, and strategic priorities—might itself constitute an obstacle to coherent foreign policy. Professor Kotzur acknowledged this challenge while rejecting the conclusion that diversity necessarily precludes collective action. The European Union’s legal personality under international law, established by the Treaty of Lisbon, enables it to conclude international agreements, participate in international organizations, and exercise meaningful diplomatic influence. Although foreign policy frequently requires consensus among member states, this institutional complexity should not be mistaken for institutional incapacity.

The discussion also addressed the politically sensitive question of hegemonic leadership. Professor Kotzur noted that, unlike the United States or China, European political discourse has historically regarded the very concept of hegemony with considerable suspicion, reflecting the continent’s experience of imperialism, nationalism, and colonial domination. Yet participants observed that even the European Union’s normative ambitions contain elements of hegemonic influence insofar as Europe seeks to encourage—or at times require—other countries to adopt its legal and regulatory standards. Professor Kotzur accepted this observation but distinguished between coercive hegemony and normative leadership. The European Union’s objective, he argued, should not be domination but persuasion, exercising influence through law, cooperation, and mutually beneficial partnerships rather than through military coercion.

Questions concerning Germany’s expanding military role further highlighted the complexity of European defense integration. Participants noted that increasing German defense expenditures inevitably evoke historical sensitivities among neighboring countries. Professor Kotzur acknowledged these concerns but suggested that today’s context differs fundamentally from earlier periods of European history. Germany’s rearmament takes place within dense multilateral institutions—NATO, the European Union, and an extensive network of constitutional safeguards—that substantially reduce the risks traditionally associated with unilateral military expansion. Contemporary defense integration therefore represents not a return to historical rivalries but an attempt to strengthen collective European security within established democratic frameworks.

Ultimately, this interactive exchange illustrated one of the lecture’s central insights: Europe’s future as a geopolitical actor depends not simply upon acquiring greater military capabilities but upon successfully integrating constitutional legitimacy, democratic support, institutional coordination, and strategic purpose. The European Union already possesses important legal foundations for deeper security cooperation, yet translating these possibilities into effective geopolitical leadership requires sustained political commitment from its member states. Strategic autonomy, Professor Kotzur suggested, is therefore neither exclusively a legal project nor solely a military one. It represents an ongoing constitutional and political process through which Europe seeks gradually to assume greater responsibility for its own security while remaining faithful to the principles of democracy, multilateralism, and the rule of law that have long defined the European project.

Europe Between Values and Power: Strengthening the EU’s Global Leadership in an Era of Geopolitical Fragmentation

EU-AI
The European Union’s AI Act introduces restrictions on high-risk artificial intelligence applications and requires greater transparency from companies regarding data use and algorithmic practices. Photo: Dreamstime.

In the final section of his lecture, Professor Kotzur moved beyond diagnosing the European Union’s geopolitical challenges to outlining a constructive vision of how the Union might strengthen its global leadership without abandoning the constitutional principles that have long defined the European project. Rather than advocating a radical transformation into a traditional military power, Professor Kotzur argued that Europe’s future influence depends upon building strategically upon its existing strengths while adapting to an international environment increasingly characterized by geopolitical rivalry, technological competition, economic coercion, and the erosion of multilateral institutions. His concluding reflections therefore sought to reconcile realism with legal idealism, arguing that effective European leadership requires neither the abandonment of normative values nor naïve reliance upon them alone, but rather a careful integration of power and principle.

Central to Professor Kotzur’s concluding argument was the proposition that the European Union should “strengthen its strengths.” Throughout the history of European integration, the Union’s greatest comparative advantage has not been military capability but economic integration, regulatory governance, and legal certainty. Attempting to imitate the geopolitical behavior of traditional great powers would therefore be both unrealistic and strategically counterproductive. Instead, Europe should continue to capitalize upon the assets that have already made it one of the world’s most influential political actors: its single market, its sophisticated regulatory framework, its institutional stability, and its capacity to shape international standards. These resources remain significant sources of geopolitical influence even within an increasingly competitive international system.

Accordingly, Professor Kotzur argued that revitalizing multilateral trade should remain one of the European Union’s foremost strategic priorities. While acknowledging the growing dysfunction of the World Trade Organization (WTO)—particularly the paralysis of its dispute-settlement mechanism—he maintained that Europe possesses both the credibility and the economic weight necessary to champion the renewal of rules-based international commerce. The European Union’s continued commitment to reducing barriers to trade, supporting predictable legal frameworks, and defending multilateral economic governance reflects not only economic interests but also broader constitutional values rooted in openness, cooperation, and legal certainty. In an era when many major powers increasingly employ tariffs, sanctions, and industrial policy as geopolitical instruments, Europe’s defense of an organized multilateral trading system constitutes both a strategic necessity and an expression of its normative identity.

At the same time, Professor Kotzur rejected any suggestion that Europe should distance itself fundamentally from the United States despite recent political tensions. Although the return of Donald Trump and growing uncertainty surrounding American foreign policy have accelerated debates over strategic autonomy, transatlantic relations, he argued, remain an indispensable pillar of European security and prosperity. What requires reconsideration is not the partnership itself but its internal balance. Europe should assume greater responsibility for its own defense while preserving the broader Atlantic alliance. In this sense, strategic autonomy complements rather than replaces transatlantic cooperation. A stronger European defense capability would ultimately reinforce NATO by enabling a more balanced distribution of responsibilities between European allies and the United States. Strategic autonomy should therefore be understood as a process of maturation rather than separation.

Professor Kotzur likewise emphasized that Europe’s geopolitical credibility increasingly depends upon technological innovation and industrial competitiveness. Regulatory leadership alone will prove insufficient if Europe gradually loses its capacity to innovate in emerging sectors. Artificial intelligence, semiconductors, digital infrastructure, renewable technologies, and advanced manufacturing have become decisive arenas of international competition. Should Europe fall behind technologically, its ability to establish global standards through instruments such as the AI Act or environmental regulation will inevitably diminish. Normative influence cannot be sustained indefinitely without corresponding scientific, technological, and economic capacity. Consequently, investment in innovation represents not merely an economic policy but a strategic imperative essential to maintaining Europe’s long-term geopolitical relevance.

Environmental leadership occupied a similarly prominent place within Professor Kotzur’s concluding reflections. The European Green Deal, together with the broader objective of achieving climate neutrality, exemplifies the European Union’s aspiration to combine economic modernization with global environmental responsibility. Yet Professor Kotzur cautioned that successful climate leadership requires greater sensitivity toward historical inequalities and the needs of developing countries. Drawing upon principles of international environmental law, particularly the doctrine of common but differentiated responsibilities, he argued that industrialized European states bear special responsibilities in supporting sustainable development across the Global South. Financial assistance, technological cooperation, and equitable climate partnerships are therefore indispensable if European environmental policies are to retain international legitimacy rather than being perceived as protectionist or neo-colonial instruments.

This emphasis on partnership naturally extended to Professor Kotzur’s discussion of the Global South. One of the lecture’s most forward-looking arguments concerned the need for Europe to diversify its international relationships beyond its traditional geopolitical partnerships. If strategic autonomy ultimately seeks to reduce excessive dependence upon any single external actor, the European Union must cultivate broader and more balanced global networks. Emerging economies in India, Latin America, Africa, and Southeast Asia should therefore be viewed not merely as markets but as long-term strategic partners capable of contributing to a more resilient and diversified international order. Agreements such as the EU–Mercosur trade agreement, although politically controversial, illustrate the broader strategic logic underpinning this approach. Similarly, Africa’s rapidly expanding population and economic potential present opportunities for mutually beneficial cooperation founded upon equality rather than paternalism. Professor Kotzur stressed that such partnerships require honest engagement with Europe’s colonial legacy while simultaneously focusing upon future-oriented cooperation based on mutual respect and shared interests.

Importantly, Professor Kotzur argued that Europe’s normative commitments should continue to shape these partnerships, albeit in a more dialogical manner. Rather than presenting democracy, human rights, and the rule of law as unilateral prescriptions imposed upon others, the European Union should promote these principles through sustained dialogue and cooperative engagement. Such an approach recognizes that constitutional values remain central to the European project while acknowledging the increasingly pluralistic nature of contemporary international politics. Europe’s credibility, he suggested, depends less upon moral preaching than upon demonstrating that liberal democracy, legal certainty, and multilateral cooperation provide practical advantages in addressing common global challenges.

As the lecture drew to a close, Professor Kotzur returned to the question posed in its opening moments: Can the European Union lead? His answer was neither unequivocally optimistic nor unduly pessimistic. Europe possesses significant assets—economic strength, regulatory influence, constitutional legitimacy, and institutional resilience—that continue to distinguish it from other global actors. Yet these advantages cannot be taken for granted. Sustaining European leadership will require continued investment in innovation, stronger defense capabilities, renewed commitment to multilateralism, and deeper partnerships with emerging regions of the world. Above all, the European Union must avoid the false choice between values and power. Its greatest comparative advantage lies precisely in its ability to combine legal legitimacy with strategic purpose, transforming constitutional principles into instruments of effective international leadership.

Taken together, Professor Kotzur’s lecture offered a sophisticated synthesis of European constitutional law, international relations, and geopolitical strategy. By demonstrating that leadership in the twenty-first century increasingly depends upon the interaction of regulatory authority, economic resilience, technological innovation, institutional legitimacy, and strategic responsibility, he challenged simplistic conceptions of power based solely upon military capabilities. Instead, he argued that Europe’s future role in an increasingly fragmented international order will depend upon its capacity to strengthen its existing advantages while adapting pragmatically to new geopolitical realities. In doing so, the lecture encapsulated one of the central messages of the ECPS Academy Summer School: that Europe’s place “between oceans” will ultimately be determined not only by external competition but also by its own ability to reconcile openness with resilience, values with interests, and normative ambition with geopolitical responsibility.

Axel Berkofsky

ECPS Academy Summer School — Prof. Axel Berkofsky: EU-Japan Relations and Populism

Japan has long been regarded as an outlier in comparative studies of populism, distinguished by political stability, Liberal Democratic Party dominance, and limited immigration. In this thought-provoking lecture, Professor Axel Berkofsky challenged that conventional wisdom, arguing that Japan has entered its own delayed populist moment. Examining the rise of the Sanseito party, demographic decline, labor shortages, identity politics, and the evolution of conservative nationalism, he demonstrated how structural economic pressures and political discourse are reshaping Japanese democracy. The lecture also assessed the resilience of EU–Japan relations, highlighting the enduring importance of the Economic Partnership Agreement despite growing geopolitical uncertainty. Combining comparative politics with international political economy, Professor Berkofsky offered a nuanced framework for understanding populism beyond its traditional European context. 

Reported by ECPS Staff

While much scholarly and policy attention has focused on the rise of populism across Europe and North America, Japan has long appeared to constitute a notable exception to this global political trend. For decades, the country’s remarkable political stability, the electoral dominance of the Liberal Democratic Party (LDP), and its comparatively homogeneous social structure appeared to insulate it from the anti-establishment movements that transformed politics elsewhere. Yet recent developments suggest that this exceptionalism may no longer hold. The emergence of overtly populist and anti-immigration political actors, coupled with growing public anxiety over demographic decline, economic stagnation, inflation, and national identity, indicates that Japan is increasingly experiencing many of the political tensions reshaping advanced democracies more broadly. 

Against this backdrop, the eighth lecture of the ECPS Academy Summer School 2026, held under the overarching theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” explored the evolving relationship between domestic political transformation and international economic cooperation through the lens of EU–Japan relations and populism. Delivered by Professor Axel Berkofsky, Full Professor at the University of Pavia and Co-Head of the Asia Centre at the Istituto per gli Studi di Politica Internazionale (ISPI), the lecture combined comparative politics, international political economy, and East Asian studies to examine whether Japan is witnessing the emergence of its own variant of populism and how these developments may shape one of the European Union’s most important strategic partnerships in Asia. 

The session was introduced by Dr. Sébastien Goulard, Manager of Cooperans and an expert on EU–Asia connectivity projects, who situated the lecture within the broader comparative study of populism. He observed that while populism has become a defining feature of European politics over the past three decades—manifesting itself through movements ranging from Brexit in the United Kingdom to the electoral successes of radical-right and radical-left parties across the continent—its development in Asia has followed a more uneven trajectory. Dr. Goulard briefly pointed to examples such as Narendra Modi’s Bharatiya Janata Party (BJP) in India and Rodrigo Duterte’s presidency in the Philippines before posing the central question that would animate the lecture: Does Japan, long regarded as politically exceptional, now face its own populist moment? Equally important, he asked whether any rise of Japanese populism could affect the EU–Japan partnership, particularly given that many populist movements elsewhere have been deeply skeptical of international trade agreements and economic integration. His framing effectively connected domestic political developments in Japan to broader debates surrounding globalization, regional cooperation, and the future of liberal international order. 

Professor Berkofsky started his lecture by underscoring that Japan has long represented something of a puzzle within comparative studies of populism. While right-wing populist movements expanded across much of Europe during the 1990s and 2000s, and Donald Trump’s election transformed American politics, Japan appeared remarkably resistant to similar developments. Unlike many Western democracies, where established party systems fragmented under the pressure of anti-establishment mobilization, Japanese politics continued to be dominated by the Liberal Democratic Party, whose uninterrupted rule—interrupted only briefly on two occasions since 1955—provided an extraordinary degree of institutional continuity. This prolonged political stability, Professor Berkofsky suggested, delayed rather than prevented the emergence of populist politics.

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Eu-Japan flags.

ECPS Academy Summer School — Prof. Axel Berkofsky: EU-Japan Relations and Populism

Japan has long been regarded as an outlier in comparative studies of populism, distinguished by political stability, Liberal Democratic Party dominance, and limited immigration. In this thought-provoking lecture, Professor Axel Berkofsky challenged that conventional wisdom, arguing that Japan has entered its own delayed populist moment. Examining the rise of the Sanseito party, demographic decline, labor shortages, identity politics, and the evolution of conservative nationalism, he demonstrated how structural economic pressures and political discourse are reshaping Japanese democracy. The lecture also assessed the resilience of EU–Japan relations, highlighting the enduring importance of the Economic Partnership Agreement despite growing geopolitical uncertainty. Combining comparative politics with international political economy, Professor Berkofsky offered a nuanced framework for understanding populism beyond its traditional European context. 

Reported by ECPS Staff

While much scholarly and policy attention has focused on the rise of populism across Europe and North America, Japan has long appeared to constitute a notable exception to this global political trend. For decades, the country’s remarkable political stability, the electoral dominance of the Liberal Democratic Party (LDP), and its comparatively homogeneous social structure appeared to insulate it from the anti-establishment movements that transformed politics elsewhere. Yet recent developments suggest that this exceptionalism may no longer hold. The emergence of overtly populist and anti-immigration political actors, coupled with growing public anxiety over demographic decline, economic stagnation, inflation, and national identity, indicates that Japan is increasingly experiencing many of the political tensions reshaping advanced democracies more broadly. 

Against this backdrop, the eighth lecture of the ECPS Academy Summer School 2026, held under the overarching theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” explored the evolving relationship between domestic political transformation and international economic cooperation through the lens of EU–Japan relations and populism. Delivered by Professor Axel Berkofsky, Full Professor at the University of Pavia and Co-Head of the Asia Centre at the Istituto per gli Studi di Politica Internazionale (ISPI), the lecture combined comparative politics, international political economy, and East Asian studies to examine whether Japan is witnessing the emergence of its own variant of populism and how these developments may shape one of the European Union’s most important strategic partnerships in Asia. 

Japan’s Late Encounter with Populism

Professor Axel Berkofsky.
Professor Axel Berkofsky is Full Professor at the University of Pavia and Co-Head of the Asia Centre at the Istituto per gli Studi di Politica Internazionale (ISPI).

The session was introduced by Dr. Sébastien Goulard, Manager of Cooperans and an expert on EU–Asia connectivity projects, who situated the lecture within the broader comparative study of populism. He observed that while populism has become a defining feature of European politics over the past three decades—manifesting itself through movements ranging from Brexit in the United Kingdom to the electoral successes of radical-right and radical-left parties across the continent—its development in Asia has followed a more uneven trajectory. Dr. Goulard briefly pointed to examples such as Narendra Modi’s Bharatiya Janata Party (BJP) in India and Rodrigo Duterte’s presidency in the Philippines before posing the central question that would animate the lecture: Does Japan, long regarded as politically exceptional, now face its own populist moment? Equally important, he asked whether any rise of Japanese populism could affect the EU–Japan partnership, particularly given that many populist movements elsewhere have been deeply skeptical of international trade agreements and economic integration. His framing effectively connected domestic political developments in Japan to broader debates surrounding globalization, regional cooperation, and the future of liberal international order. 

Rethinking EU–Japan Relations in an Age of Political Discontent

Professor Berkofsky started his lecture by underscoring that Japan has long represented something of a puzzle within comparative studies of populism. While right-wing populist movements expanded across much of Europe during the 1990s and 2000s, and Donald Trump’s election transformed American politics, Japan appeared remarkably resistant to similar developments. Unlike many Western democracies, where established party systems fragmented under the pressure of anti-establishment mobilization, Japanese politics continued to be dominated by the Liberal Democratic Party, whose uninterrupted rule—interrupted only briefly on two occasions since 1955—provided an extraordinary degree of institutional continuity. This prolonged political stability, Professor Berkofsky suggested, delayed rather than prevented the emergence of populist politics. 

The lecturer explained that understanding Japan’s political exceptionalism requires appreciating the unique character of the LDP itself. Rather than functioning as a narrowly ideological organization, the LDP historically operated as a broad catch-all party composed of multiple internal factions representing diverse constituencies. Through an intricate system of intra-party bargaining, factional competition, and clientelist networks, the party successfully incorporated competing interests while maintaining overall political dominance. Prime ministers changed frequently, often every twelve to eighteen months, yet the governing party remained the same. Consequently, political stability did not depend upon individual leaders but upon the institutional resilience of the LDP as Japan’s dominant governing organization. This remarkable continuity, Professor Berkofsky argued, insulated Japan from many of the political ruptures experienced elsewhere, reducing opportunities for anti-system movements to gain electoral traction. 

Nevertheless, Professor Berkofsky contended that important changes have gradually emerged beneath this surface stability. The watershed moment, in his view, came with the 2025 lower house elections, during which the overtly populist and xenophobic Sanseito (“Japan First”) party secured representation in Japan’s parliament by winning approximately 7.4 million votes and fifteen parliamentary seats. Although modest by European standards, Professor Berkofsky regarded this breakthrough as historically significant because it marked the first time that an explicitly populist, anti-immigration movement had established a meaningful parliamentary presence in post-war Japan. The country’s long-standing immunity to global populist currents had, he argued, effectively come to an end. Japan had become, in his words, a “latecomer” to the global populist wave rather than a permanent exception to it. 

Importantly, Professor Berkofsky cautioned participants against interpreting this development as an abrupt rupture with Japan’s political past. Instead, he argued that contemporary populism has developed gradually within an existing political environment where elements of nationalism, cultural conservatism, and skepticism toward immigration had long been present, albeit often in implicit rather than explicit form. Japanese society itself, he stressed, should not be characterized as inherently xenophobic or racist. Having lived and worked extensively in Japan, Professor Berkofsky emphasized both his personal admiration for the country and the openness of Japanese society in everyday life. Yet beneath this generally welcoming social environment there had always existed what he described as a latent distinction between “the Japanese” and “the outsiders.” This distinction did not automatically translate into exclusionary politics, but it provided fertile political ground upon which more overt nationalist narratives could subsequently be constructed. 

According to Professor Berkofsky, this gradual normalization of exclusionary political discourse accelerated significantly during the premiership of Shinzo Abe. While Abe remained firmly within the mainstream LDP tradition rather than representing an anti-system outsider, his administration increasingly legitimized political rhetoric that portrayed foreigners with greater suspicion and framed questions of national identity more prominently within public debate. Professor Berkofsky carefully distinguished between Abe’s policies and those of contemporary European radical-right leaders, noting that Japan under Abe did not become a populist regime. Rather, Abe expanded the boundaries of politically acceptable discourse by making previously marginal nationalist themes more mainstream. Discussions surrounding immigration, cultural identity, and national sovereignty became increasingly visible within Japanese political life, creating opportunities for more explicitly populist actors to advance even stronger versions of these arguments in subsequent years. 

This trajectory, Professor Berkofsky argued, reached a new stage under Prime Minister Sanae Takaichi, whom he described as representing a more assertive and uncompromising version of the conservative nationalism associated with Abe. Although Takaichi continues to govern through the institutional framework of the LDP rather than through a newly created populist movement, her political rhetoric increasingly revolves around themes familiar to observers of European populism: identity politics, concerns over immigration, anxieties regarding national cohesion, and skepticism toward globalization. Professor Berkofsky drew explicit comparisons with leaders such as Giorgia Meloni in Italy, arguing that although important historical and institutional differences remain, contemporary conservative discourse in Japan increasingly resembles broader international trends evident across numerous advanced democracies. Populism, he suggested, has become a genuinely global phenomenon whose ideological vocabulary increasingly transcends regional boundaries. 

One of the lecture’s central analytical contributions lay in Professor Berkofsky’s insistence that Japan’s emerging populism cannot be understood simply by borrowing European categories. Unlike many European countries, Japan remains one of the world’s least immigrant-intensive societies. Foreign residents account for only around three percent of the total population, an extraordinarily low proportion compared to most advanced industrial democracies. Consequently, anti-immigration narratives claiming that foreigners threaten employment opportunities, overwhelm welfare systems, or fundamentally transform Japanese society rest upon empirical foundations that Professor Berkofsky repeatedly described as highly questionable. Indeed, one of the striking paradoxes emphasized throughout the lecture was that Japan’s populist discourse has emerged despite the absence of the large-scale immigration flows typically associated with the rise of anti-immigration politics elsewhere. This paradox would become one of the central themes explored during the remainder of the session, as Professor Berkofsky examined how demographic decline, labor shortages, and economic stagnation have created political opportunities for populist entrepreneurs despite Japan’s continued need for greater levels of immigration.

National Identity, Immigration, and the Political Mainstream: The Gradual Normalization of Populist Discourse

Japan’s former Prime Minister Shinzo Abe. Photo: Dreamstime.

Having argued that Japan has entered what he described as its own delayed populist moment, Professor Berkofsky devoted the second part of his lecture to explaining why this transformation has occurred despite the country’s long-standing reputation for political moderation and institutional stability. Rather than attributing Japan’s changing political landscape to a sudden surge of anti-establishment sentiment, he argued that contemporary populism has emerged through a gradual process of ideological normalization within the political mainstream itself. This process, he suggested, differs significantly from the trajectories observed in many European democracies, where populist parties frequently arose in opposition to established political elites. In Japan, by contrast, important elements of nationalist and identity-based politics developed from within the governing establishment before eventually creating opportunities for more explicitly populist actors to flourish.

Central to Professor Berkofsky’s analysis was the political legacy of Shinzo Abe, whose nearly eight years in office made him Japan’s longest-serving post-war prime minister. Professor Berkofsky was careful to reject simplistic characterizations of Abe as a populist in the European or American sense. Abe neither campaigned as an anti-system outsider nor sought to dismantle existing political institutions. Instead, he remained firmly embedded within the LDP and governed through established institutional channels. Nevertheless, Professor Berkofsky argued that Abe played a pivotal role in shifting the boundaries of acceptable political discourse. Under his leadership, themes of national identity, patriotism, constitutional revision, security normalization, and historical memory acquired far greater prominence within public debate than they had during previous decades. Although these themes remained largely compatible with mainstream conservative politics, they also contributed to the gradual legitimization of rhetorical strategies that later proved advantageous for more overtly populist movements.

According to Professor Berkofsky, Abe’s greatest political innovation lay not in introducing entirely new ideas but in redefining the political center of gravity. Issues that had previously occupied the margins of political discussion gradually entered mainstream discourse. Questions concerning immigration, cultural cohesion, and the preservation of Japanese identity increasingly became legitimate subjects of electoral competition rather than peripheral concerns associated with fringe nationalist organizations. This evolution mirrored broader developments observable across many advanced democracies, where mainstream conservative parties increasingly incorporated elements of populist rhetoric in response to shifting public attitudes. Professor Berkofsky emphasized that such developments should not be interpreted as evidence that Japan had become fundamentally xenophobic. Rather, they reflected the gradual politicization of issues that had previously remained relatively insulated from electoral contestation.

The lecturer then turned to the administration of Prime Minister Sanae Takaichi, whom he presented as representing a further stage in this ideological evolution. While Takaichi continues to govern through the institutional framework of the LDP, Professor Berkofsky suggested that her political style places greater emphasis on themes of national sovereignty, cultural identity, and immigration control than many of her predecessors. Her rhetoric increasingly resonates with narratives familiar from contemporary European conservative politics, particularly those stressing the need to protect national traditions against the perceived pressures of globalization and demographic change. Although important contextual differences remain, Professor Berkofsky drew comparisons with political figures such as Meloni, arguing that conservative politics across advanced democracies increasingly shares a common vocabulary centered upon nationhood, identity, borders, and sovereignty.

Yet Professor Berkofsky repeatedly cautioned participants against assuming direct equivalence between Japan and Europe. One of the lecture’s most important comparative insights concerned the striking disparity between the intensity of anti-immigration rhetoric and the actual scale of immigration into Japan. Unlike Germany, France, Sweden, or Italy, Japan has experienced relatively limited immigration. Foreign nationals constitute only a small proportion of the overall population, and immigration has historically remained tightly regulated. Consequently, political narratives portraying Japan as overwhelmed by immigration bear little resemblance to empirical reality. Professor Berkofsky described this disconnect as one of the defining paradoxes of contemporary Japanese politics: anti-immigration discourse has intensified despite the absence of mass immigration itself.

Demographic Decline, Economic Anxiety, and the Rise of Sanseito

Sanseito party.
A campaign poster for the right-wing populist Sanseito party in Tokyo, Japan. The slogan *Nihon o Nameruna* (“Don’t underestimate Japan” or “Don’t look down on Japan”) reflects the party’s nationalist political message. Tokyo, July 11, 2025. Photo: Hiroshi Mori / Dreamstime.

Having demonstrated how nationalist discourse gradually entered Japan’s political mainstream, Professor Berkofsky turned to the structural conditions that have enabled explicitly populist movements to gain electoral traction. Central to this discussion was the emergence of Sanseito, which he identified as the clearest expression of right-wing populism in contemporary Japanese politics. Although the party remains considerably smaller than the dominant LDP, its parliamentary breakthrough marked a significant turning point, establishing an institutional foothold for political narratives long associated with European and American populism. Rather than dismissing Sanseito as a temporary protest movement, Professor Berkofsky argued that its electoral success reflects deeper socioeconomic and demographic transformations reshaping Japanese politics.

Sanseito has positioned itself as a challenger to Japan’s political establishment by combining nationalism, economic protectionism, skepticism toward globalization, and particularly strong opposition to immigration. Presenting itself as the defender of “ordinary people” against detached political elites and international influences, the party’s slogan, “Japan First,” echoes nationalist rhetoric that has become increasingly familiar across advanced democracies. Yet Professor Berkofsky stressed that Japanese populism should not be viewed simply as an imitation of its European or American counterparts. Rather, it represents the adaptation of broadly similar narratives to Japan’s distinctive political institutions, demographic realities, and historical experience.

Immigration occupies the center of Sanseito’s political message. The party attributes rising crime, economic insecurity, and social fragmentation to increasing numbers of foreign workers. Professor Berkofsky challenged these claims as empirically unsupported. Japan remains one of the least immigrant-intensive societies among advanced economies, and available crime statistics provide no evidence that foreigners constitute a disproportionate burden on public safety. Likewise, labor-market data indicate that migrant workers overwhelmingly fill positions in sectors experiencing chronic labor shortages rather than displacing Japanese employees. Agriculture, construction, manufacturing, hospitality, logistics, and elderly care increasingly depend upon foreign labor simply to maintain existing levels of production and service provision. Far from undermining Japanese society, immigration has become an indispensable component of economic sustainability.

This disconnect between political rhetoric and demographic reality formed one of the lecture’s central arguments. Professor Berkofsky emphasized that Japan’s principal challenge is not excessive immigration but the opposite: an insufficient inflow of foreign workers to offset rapid population ageing, persistently low fertility rates, and a shrinking workforce. Employers across the economy increasingly struggle to recruit labor, while long-term demographic projections point toward further decline. Under these conditions, reducing immigration would almost certainly deepen Japan’s economic difficulties rather than alleviate them.

The paradox, Professor Berkofsky argued, illustrates a broader characteristic of contemporary populism. Its political effectiveness derives less from empirical accuracy than from its ability to simplify complex structural problems into emotionally compelling narratives. Long-term economic stagnation, weak wage growth, inflation, declining purchasing power, and demographic decline are multifaceted challenges rooted in economic, technological, and demographic change. Yet populist actors frequently attribute these developments to more visible political targets such as immigration, globalization, or detached elites. Even in a country where immigration remains comparatively limited, these narratives resonate because they tap into broader anxieties surrounding national identity, cultural continuity, and social cohesion.

Professor Berkofsky nevertheless cautioned against reducing Japan’s political transformation solely to economic grievances. While acknowledging that many citizens have experienced genuine economic insecurity after decades of slow growth and rising living costs, he argued that concerns about immigration also reflect deeper questions of identity and national belonging. Public unease cannot simply be dismissed; however, it should not be mistaken for an accurate description of Japan’s demographic realities. Policymakers therefore face the challenge of balancing legitimate concerns over social integration with the country’s undeniable economic need for greater international labor mobility.

Japan’s experience, Professor Berkofsky concluded, offers an important comparative perspective on the global evolution of populism. Unlike many European countries, where anti-immigration movements emerged following sustained immigration, Japan has witnessed the rise of similar political narratives despite maintaining exceptionally low levels of foreign residents. This demonstrates that identity politics need not depend upon large-scale migration alone but can also emerge from broader demographic anxieties, economic uncertainty, and shifting political discourse. By distinguishing carefully between rhetoric and empirical evidence, Professor Berkofsky showed that Japan’s encounter with populism reflects a complex interaction of demographic decline, economic pressures, identity politics, and institutional change rather than a straightforward rejection of globalization itself

The lecture also highlighted the increasingly important role of digital communication in facilitating populist mobilization. Like many contemporary populist movements elsewhere, Sanseito has proven particularly effective at utilizing social media platforms to disseminate simplified political messages, challenge mainstream media narratives, and cultivate direct communication with supporters. Professor Berkofsky noted that such strategies have enabled relatively small political organizations to achieve levels of visibility that would previously have required far greater organizational resources. The digitalization of political communication has therefore lowered barriers to electoral competition while simultaneously amplifying emotionally charged narratives concerning immigration, national identity, and political distrust. Although Japan’s media environment differs significantly from those found in many Western democracies, similar technological dynamics increasingly shape political discourse across advanced industrial societies.

Throughout this section, Professor Berkofsky consistently urged participants to distinguish between the political success of populist narratives and their analytical validity. Anti-immigration rhetoric may resonate with segments of the electorate experiencing economic anxiety, yet demographic evidence overwhelmingly suggests that Japan’s long-term prosperity depends upon attracting—not excluding—greater numbers of foreign workers. Likewise, blaming globalization or immigration for structural economic challenges risks obscuring deeper issues relating to productivity, demographic ageing, labor-market reform, and fiscal sustainability. Populism, in this sense, offers politically powerful narratives but rarely provides comprehensive solutions to the complex problems confronting advanced industrial democracies.

By examining the rise of Sanseito within this broader structural context, Professor Berkofsky demonstrated that Japan’s political transformation reflects far more than the emergence of a new political party. It illustrates how demographic decline, economic insecurity, identity politics, and digital communication increasingly interact to reshape democratic competition across advanced societies. Japan may have entered the global populist era later than Europe or the United States, but the underlying dynamics driving this transition reveal striking similarities. The country’s experience therefore offers valuable comparative insights into how populism adapts to distinct national contexts while drawing upon an increasingly shared repertoire of political narratives, grievances, and electoral strategies.

Populism, Free Trade, and the Future of EU–Japan Relations

Photo: Marian Vejcik / Dreamstime.

In the concluding section of his lecture, Professor Berkofsky shifted from analyzing Japan’s domestic political transformation to assessing its implications for one of the European Union’s most important strategic partnerships in Asia. Returning to the question posed at the beginning of the session, he asked whether the gradual emergence of populist politics in Japan might ultimately undermine the deepening economic and political cooperation between Tokyo and Brussels. His answer was deliberately cautious. While acknowledging that populist narratives are becoming increasingly visible within Japanese politics, Professor Berkofsky argued that there remains little evidence to suggest that Japan is on the verge of abandoning its long-standing commitment to international economic openness. Unlike many European and North American populist movements, whose electoral success has often been accompanied by hostility toward free trade agreements and multilateral institutions, Japanese populism has thus far developed within a political environment where broad elite consensus continues to support international economic engagement. Consequently, the future of EU–Japan relations appear considerably more resilient than many observers might initially assume.

Professor Berkofsky reminded participants that the EU–Japan Economic Partnership Agreement (EPA), which entered into force in 2019, remains one of the most comprehensive bilateral trade agreements ever concluded by either party. Negotiated against the backdrop of growing protectionist tendencies elsewhere, the agreement represented a powerful political statement in favor of rules-based trade, multilateral cooperation, and open markets. Covering approximately one-third of global GDP and creating one of the world’s largest free trade areas, the EPA extended well beyond tariff reductions to encompass regulatory cooperation, government procurement, intellectual property, environmental standards, and sustainable development. For both Brussels and Tokyo, the agreement symbolized a shared commitment to preserving an international economic order increasingly challenged by geopolitical rivalry and economic nationalism.

At the same time, Professor Berkofsky cautioned against viewing the partnership through overly idealized lenses. Despite its considerable achievements, the EPA has not eliminated all commercial frictions between the two economies. Agricultural market access, sanitary and phytosanitary regulations, public procurement, automotive trade, and steel safeguard measures continue to generate periodic disagreements. European exporters frequently seek greater access to Japanese agricultural markets, while Japanese firms remain attentive to European trade defense measures affecting industrial products. These issues, Professor Berkofsky suggested, should not be interpreted as evidence of weakening relations but rather as normal features of a mature economic partnership between two highly developed economies with occasionally divergent commercial interests. Importantly, such disagreements continue to be managed through institutional dialogue and negotiated compromise rather than escalating into broader political conflict.

This institutional resilience, Professor Berkofsky argued, distinguishes EU–Japan relations from many contemporary trade relationships increasingly characterized by unilateral tariffs, retaliatory sanctions, and economic coercion. Both parties continue to view predictable rules, legal certainty, and multilateral governance as essential foundations of international economic cooperation. Even as governments around the world increasingly embrace industrial policy, supply-chain diversification, and strategic competition, Brussels and Tokyo remain committed to maintaining a broadly liberal trading relationship. In this respect, the EU–Japan partnership has acquired significance extending beyond bilateral commerce itself, serving as an important example of how advanced democracies can continue supporting international economic openness while adapting to a more uncertain geopolitical environment.

The lecture nevertheless acknowledged that domestic political developments could gradually complicate this picture. Should populist parties expand their electoral influence, trade agreements may become increasingly vulnerable to broader political debates concerning sovereignty, globalization, and national identity. Professor Berkofsky noted that this pattern has already become familiar across Europe, where opposition to international trade agreements often extends beyond economic concerns to encompass wider anxieties regarding immigration, democratic accountability, environmental regulation, and cultural identity. While Japan has not yet experienced comparable levels of political contestation surrounding trade policy, the emergence of more vocal nationalist actors suggests that similar debates may become increasingly prominent in future electoral campaigns. The challenge for policymakers will therefore be to preserve public support for economic openness while addressing legitimate concerns regarding inequality, regional disparities, and economic insecurity.

One of Professor Berkofsky’s most important observations concerned the relationship between economic performance and political stability. He argued that Japan’s experience demonstrates how prolonged economic stagnation, declining real incomes, and demographic pressures can gradually erode confidence in established political institutions even where those institutions remain highly stable by international standards. Populist movements frequently gain support not because they offer comprehensive policy solutions but because they provide emotionally compelling narratives that identify clear causes for complex structural problems. Consequently, defending liberal economic cooperation requires more than simply emphasizing the aggregate benefits of free trade. Governments must also demonstrate that globalization generates broadly shared prosperity capable of maintaining democratic legitimacy. Failure to address the distributive consequences of economic change risks creating political opportunities for movements seeking to replace nuanced policy discussions with simplified nationalist narratives.

Professor Berkofsky further suggested that the European Union may itself draw valuable lessons from Japan’s experience. Although Europe and Japan differ substantially in terms of immigration levels, demographic structures, political institutions, and historical development, both confront remarkably similar long-term challenges: ageing populations, labor shortages, technological competition, slowing productivity growth, and increasing geopolitical uncertainty. Both have also sought to balance economic openness with greater strategic resilience without abandoning their commitment to rules-based international cooperation. In this sense, EU–Japan relations increasingly extend beyond traditional trade diplomacy to encompass broader cooperation on economic security, digital governance, technological innovation, supply-chain resilience, and the defense of multilateral institutions. These shared interests provide a strong foundation upon which the partnership can continue to develop despite evolving domestic political landscapes.

Throughout his concluding remarks, Professor Berkofsky repeatedly resisted alarmist interpretations of Japan’s political trajectory. While acknowledging that the country’s immunity to populism has weakened, he argued that contemporary Japanese politics remains fundamentally different from the highly polarized environments observed in several Western democracies. The LDP continues to dominate national politics, institutional continuity remains strong, and broad elite consensus in favor of international engagement persists. Populist actors have undoubtedly entered the political arena, but they have not displaced the established structures that continue to shape Japanese policymaking. Consequently, the emergence of parties such as Sanseito should be understood less as evidence of systemic political rupture than as an indication that Japan is gradually experiencing political dynamics already familiar elsewhere.

As the lecture concluded, Professor Berkofsky returned to the broader comparative perspective that had framed his analysis from the outset. Japan, he argued, should no longer be viewed as an exceptional democracy somehow insulated from the social and political transformations affecting other advanced industrial societies. Rather, it represents a particularly instructive case illustrating how populism adapts to distinctive national contexts while responding to common structural pressures. Demographic decline, economic uncertainty, globalization, identity politics, and digital communication increasingly interact across democratic systems in ways that transcend regional boundaries. Yet Japan’s experience also demonstrates that institutional resilience, pragmatic policymaking, and sustained international engagement can moderate these pressures without eliminating them entirely.

Taken as a whole, Professor Berkofsky’s lecture offered participants a sophisticated comparative framework for understanding the evolving relationship between domestic political change and international economic cooperation. By tracing Japan’s gradual encounter with populism while simultaneously examining the resilience of EU–Japan relations, he demonstrated that contemporary debates surrounding globalization, immigration, and national identity cannot be separated from wider questions of demographic transformation, economic governance, and strategic competition. In doing so, the lecture reinforced one of the central themes of the ECPS Academy Summer School: that Europe’s future “between oceans” will increasingly depend upon its ability to cultivate resilient partnerships with like-minded democracies facing many of the same political, economic, and geopolitical challenges.

SS2026-Lecture6

ECPS Academy Summer School 2026 – Dr. Giulio Pugliese: The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics

As Europe deepens its engagement with the Indo-Pacific, the region has become far more than a distant theatre of economic opportunity—it has emerged as a central arena where geopolitical competition, technological innovation, supply-chain resilience, and strategic autonomy intersect. In this insightful lecture, Dr. Giulio Pugliese demonstrated how the Indo-Pacific evolved from a Japanese strategic narrative into a defining framework for understanding twenty-first-century international politics. Examining the growing rivalry between the United States and China, Taiwan’s geopolitical and technological significance, and the implications of Washington’s increasingly transactional alliance strategy, he argued that Europe must move beyond traditional regional perspectives and formulate a coherent Indo-Pacific policy rooted in its own interests. The lecture offered participants a nuanced understanding of how Europe’s future security and prosperity are becoming increasingly intertwined with developments across Asia.

Reported by ECPS Staff

The third day of the ECPS Academy Summer School 2026 continued its exploration of Europe’s changing geopolitical environment by shifting attention beyond the Atlantic theatre to the increasingly consequential dynamics unfolding across the Indo-Pacific. Held under the overarching theme, Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” the sessions examined how the European Union is recalibrating its external relations amid intensifying strategic competition between the United States and China. Following discussions on strategic autonomy, de-risking, and economic security, the sixth lecture broadened the analytical horizon by investigating Europe’s evolving engagement with Asia and the conceptual transformations that increasingly shape international politics. Against this backdrop, Dr. Giulio Pugliese, Director of the EU–Asia Project at the European University Institute and Associate Fellow at the Istituto Affari Internazionali and King’s College London, delivered a stimulating lecture entitled “The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics.” Combining insights from international relations, strategic studies, and Asian regional politics, the lecture challenged participants to rethink the Indo-Pacific not merely as a geographical designation but as a politically constructed strategic space whose emergence has profoundly influenced European foreign policy. <

The session was thoughtfully introduced by Anita Tusor, doctoral researcher at Charles University and Staff Officer at NATO’s Allied Command Transformation, who situated the discussion within one of the defining strategic dilemmas confronting contemporary Europe. She observed that the European Union increasingly finds itself navigating between its two most important economic partners—the United States and China—at a time when their rivalry is reshaping both global trade and international security. Rather than portraying the Indo-Pacific as a distant theatre of commercial interest, Tusor argued that recent geopolitical developments, particularly Russia’s full-scale invasion of Ukraine, have fundamentally altered European strategic thinking. The conflict has created direct linkages between the Euro-Atlantic and Indo-Pacific security theatres, compelling European policymakers to recognize that developments in East Asia now carry direct implications for Europe’s own security calculations. She further suggested that Europe’s growing interest in Japan’s experience of managing long-standing US–China tensions provides valuable opportunities for policy learning as Brussels seeks to navigate an increasingly polarized international environment. Her introduction effectively framed the lecture by emphasizing that Europe’s engagement with Asia is no longer peripheral but has become an integral component of its broader strategy for managing geopolitical competition. 

Reimagining the Indo-Pacific: Strategic Narratives and Europe’s Asian Turn

Connecting live from Taipei, Dr. Pugliese began by explaining that his primary objective was not simply to review recent European policy initiatives toward Asia but to unpack the intellectual foundations of one of the most widely used yet insufficiently examined concepts in contemporary international relations: the Indo-Pacific. While the term has rapidly entered the vocabulary of policymakers, diplomats, and scholars alike, he argued that it should not be understood as a politically neutral geographical label. Instead, it represents what strategic communication scholars describe as a strategic narrative—a carefully constructed story designed to simplify complex geopolitical realities, define particular challenges, identify preferred actors, and legitimize specific policy responses. Seen through this lens, the Indo-Pacific is not merely a map but a political project that reflects competing visions of regional order, international leadership, and global governance. Dr. Pugliese invited participants to appreciate that language itself constitutes an instrument of power, capable of shaping perceptions, legitimizing alliances, and influencing strategic behavior. 

At the heart of Dr. Pugliese’s analysis lay the argument that the Indo-Pacific concept originated not in Washington but in Tokyo. Drawing extensively upon his own research on Japanese foreign policy, he demonstrated that the contemporary understanding of the Indo-Pacific owes much to the strategic vision developed by the late Japanese Prime Minister Shinzo Abe and a relatively small circle of policymakers who sought to redefine Asia’s geopolitical architecture during the late 2000s and early 2010s. Their objective was to present an alternative regional order capable of responding to China’s expanding economic and strategic influence, particularly the growing prominence of the Belt and Road Initiative (BRI). By advancing the concept of a Free and Open Indo-Pacific (FOIP), Japan deliberately expanded the geographical imagination of Asia beyond a China-centered perspective. Rather than viewing Asia exclusively through East Asia and the Western Pacific, the Indo-Pacific connected the Pacific and Indian Oceans into a single strategic theatre stretching from East Africa to the western shores of the Americas, encompassing India, Australia, Southeast Asia, and maritime democracies across the region. In doing so, the concept challenged what Pugliese described as the increasingly Sinocentric geographical narrative embedded within Beijing’s own regional initiatives.

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Image: Dreamstime.

ECPS Academy Summer School 2026 – Dr. Giulio Pugliese: The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics

As Europe deepens its engagement with the Indo-Pacific, the region has become far more than a distant theatre of economic opportunity—it has emerged as a central arena where geopolitical competition, technological innovation, supply-chain resilience, and strategic autonomy intersect. In this insightful lecture, Dr. Giulio Pugliese demonstrated how the Indo-Pacific evolved from a Japanese strategic narrative into a defining framework for understanding twenty-first-century international politics. Examining the growing rivalry between the United States and China, Taiwan’s geopolitical and technological significance, and the implications of Washington’s increasingly transactional alliance strategy, he argued that Europe must move beyond traditional regional perspectives and formulate a coherent Indo-Pacific policy rooted in its own interests. The lecture offered participants a nuanced understanding of how Europe’s future security and prosperity are becoming increasingly intertwined with developments across Asia.

Reported by ECPS Staff

The third day of the ECPS Academy Summer School 2026 continued its exploration of Europe’s changing geopolitical environment by shifting attention beyond the Atlantic theatre to the increasingly consequential dynamics unfolding across the Indo-Pacific. Held under the overarching theme, Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” the sessions examined how the European Union is recalibrating its external relations amid intensifying strategic competition between the United States and China. Following discussions on strategic autonomy, de-risking, and economic security, the sixth lecture broadened the analytical horizon by investigating Europe’s evolving engagement with Asia and the conceptual transformations that increasingly shape international politics. Against this backdrop, Dr. Giulio Pugliese, Director of the EU–Asia Project at the European University Institute and Associate Fellow at the Istituto Affari Internazionali and King’s College London, delivered a stimulating lecture entitled “The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics.” Combining insights from international relations, strategic studies, and Asian regional politics, the lecture challenged participants to rethink the Indo-Pacific not merely as a geographical designation but as a politically constructed strategic space whose emergence has profoundly influenced European foreign policy. <

The session was thoughtfully introduced by Anita Tusor, doctoral researcher at Charles University and Staff Officer at NATO’s Allied Command Transformation, who situated the discussion within one of the defining strategic dilemmas confronting contemporary Europe. She observed that the European Union increasingly finds itself navigating between its two most important economic partners—the United States and China—at a time when their rivalry is reshaping both global trade and international security. Rather than portraying the Indo-Pacific as a distant theatre of commercial interest, Tusor argued that recent geopolitical developments, particularly Russia’s full-scale invasion of Ukraine, have fundamentally altered European strategic thinking. The conflict has created direct linkages between the Euro-Atlantic and Indo-Pacific security theatres, compelling European policymakers to recognize that developments in East Asia now carry direct implications for Europe’s own security calculations. She further suggested that Europe’s growing interest in Japan’s experience of managing long-standing US–China tensions provides valuable opportunities for policy learning as Brussels seeks to navigate an increasingly polarized international environment. Her introduction effectively framed the lecture by emphasizing that Europe’s engagement with Asia is no longer peripheral but has become an integral component of its broader strategy for managing geopolitical competition. 

Reimagining the Indo-Pacific: Strategic Narratives and Europe’s Asian Turn

Dr. Giulio Pugliese.
Dr. Giulio Pugliese is Director of the EU–Asia Project at the European University Institute and Associate Fellow at the Istituto Affari Internazionali and King’s College London.

Connecting live from Taipei, Dr. Pugliese began by explaining that his primary objective was not simply to review recent European policy initiatives toward Asia but to unpack the intellectual foundations of one of the most widely used yet insufficiently examined concepts in contemporary international relations: the Indo-Pacific. While the term has rapidly entered the vocabulary of policymakers, diplomats, and scholars alike, he argued that it should not be understood as a politically neutral geographical label. Instead, it represents what strategic communication scholars describe as a strategic narrative—a carefully constructed story designed to simplify complex geopolitical realities, define particular challenges, identify preferred actors, and legitimize specific policy responses. Seen through this lens, the Indo-Pacific is not merely a map but a political project that reflects competing visions of regional order, international leadership, and global governance. Dr. Pugliese invited participants to appreciate that language itself constitutes an instrument of power, capable of shaping perceptions, legitimizing alliances, and influencing strategic behavior. 

At the heart of Dr. Pugliese’s analysis lay the argument that the Indo-Pacific concept originated not in Washington but in Tokyo. Drawing extensively upon his own research on Japanese foreign policy, he demonstrated that the contemporary understanding of the Indo-Pacific owes much to the strategic vision developed by the late Japanese Prime Minister Shinzo Abe and a relatively small circle of policymakers who sought to redefine Asia’s geopolitical architecture during the late 2000s and early 2010s. Their objective was to present an alternative regional order capable of responding to China’s expanding economic and strategic influence, particularly the growing prominence of the Belt and Road Initiative (BRI). By advancing the concept of a Free and Open Indo-Pacific (FOIP), Japan deliberately expanded the geographical imagination of Asia beyond a China-centered perspective. Rather than viewing Asia exclusively through East Asia and the Western Pacific, the Indo-Pacific connected the Pacific and Indian Oceans into a single strategic theatre stretching from East Africa to the western shores of the Americas, encompassing India, Australia, Southeast Asia, and maritime democracies across the region. In doing so, the concept challenged what Pugliese described as the increasingly Sinocentric geographical narrative embedded within Beijing’s own regional initiatives. 

Dr. Pugliese explained that each element of the FOIP formulation carried important political meaning. “Free” referred not only to democratic governance but also to the provision of alternatives to Chinese-led infrastructure financing and development initiatives. “Open” emphasized freedom of navigation, overflight, and the maintenance of open sea lanes that remain indispensable for international commerce. Collectively, the concept sought to portray the Indo-Pacific as a region characterized by openness, connectivity, transparency, and respect for international law, thereby implicitly contrasting it with perceptions of China’s expanding strategic influence. While acknowledging that such narratives inevitably simplify reality, Dr. Pugliese argued that their political effectiveness lies precisely in their capacity to mobilize coalitions of like-minded states around a shared strategic vision. The Indo-Pacific therefore functions simultaneously as a geographical concept, a diplomatic framework, and a normative narrative through which states articulate competing understandings of regional order. 

The lecture further traced the intellectual genealogy of this strategic narrative to earlier Japanese initiatives, including Abe’s conception of an “Arc of Freedom and Prosperity” and the revival of the Quadrilateral Security Dialogue (Quad) involving Japan, Australia, India, and the United States. Dr. Pugliese argued that these initiatives reflected a sustained Japanese effort to cultivate a network of maritime democracies capable of balancing China’s growing influence without necessarily resorting to overt containment. Behind these policy innovations stood a relatively small but highly influential group of Japanese officials and strategic thinkers who consistently sought to integrate economic policy, diplomacy, security cooperation, and strategic communication into a coherent foreign policy vision. Their efforts, he suggested, represented one of the most successful examples of middle-power agenda-setting in contemporary international relations, demonstrating that states need not possess overwhelming material capabilities to shape global strategic discourse. 

According to Dr. Pugliese, Japan’s most remarkable achievement was its ability to persuade the United States to adopt this conceptual framework during the first Trump administration. He described this as an exceptionally rare case in which a close ally effectively exported a foreign policy narrative to Washington rather than merely adapting to American strategic preferences. Following intensive diplomatic engagement, the United States officially embraced the Indo-Pacific concept in 2017, replacing the long-established Asia-Pacific terminology within its strategic vocabulary. The subsequent declassification of the US Strategic Framework for the Indo-Pacific further illustrated how the concept had become integrated into American grand strategy, where it served not only to strengthen partnerships among regional democracies but also to provide an overarching framework for managing strategic competition with China. Dr. Pugliese emphasized that this represented far more than a semantic adjustment; it marked the institutionalization of a new geopolitical imagination that would subsequently influence the policies of numerous allies, including those within Europe. 

Thus, Dr. Pugliese had fundamentally reframed participants’ understanding of the Indo-Pacific. Rather than accepting it as a self-evident geographical reality, he demonstrated that the concept itself constitutes an important arena of strategic competition, reflecting broader struggles over regional leadership, international legitimacy, and the future architecture of global order. This conceptual foundation established the basis for the remainder of the lecture, which would examine how the intensifying rivalry between Washington and Beijing has increasingly drawn Europe into this evolving strategic landscape, compelling the European Union to rethink both its relations with Asia and its own geopolitical identity.

Europe’s Strategic Recalibration: From the Asia-Pacific to the Indo-Pacific

Indo-Pacific
Flags of the Quad countries—Japan, Australia, the United States, and India—alongside a chess king, symbolizing strategic competition and the Quad’s evolving role in balancing China’s growing influence in the Indo-Pacific. Illustration: Sameer Chogale / Dreamstime.

Having established that the Indo-Pacific is fundamentally a strategic narrative rather than a neutral geographical designation, Dr. Pugliese proceeded to examine how this conceptual innovation gradually reshaped the foreign policies of the world’s leading powers. His central argument was that strategic narratives matter not merely because they influence political discourse but because they can fundamentally alter the way governments define interests, identify partners, and formulate grand strategy. The Indo-Pacific, he argued, evolved from a Japanese diplomatic initiative into the dominant geopolitical framework guiding American policy toward Asia before eventually being embraced—albeit in modified form—by the European Union and several of its member states. Understanding this process, he suggested, is essential to explaining why Europe increasingly views developments in East Asia as directly relevant to its own security and prosperity. 

Dr. Pugliese argued that the decisive turning point came during the first Trump administration. While previous American administrations had pursued engagement with China alongside regional balancing, President Donald Trump’s first term marked a more explicit shift toward strategic competition. Rather than viewing China’s rise as an opportunity for deeper integration into the liberal international order, Washington increasingly came to regard Beijing as a systemic rival whose growing technological, economic, and military capabilities required active counterbalancing. The trade war initiated against China, restrictions on Chinese technology firms such as Huawei, and growing concern over supply-chain vulnerabilities all reflected a broader transformation in American strategic thinking. Crucially, however, Dr. Pugliese emphasized that the conceptual vocabulary through which this shift was articulated had largely originated in Tokyo. Japan’s success in persuading Washington to officially adopt the Indo-Pacific framework represented, in his view, one of the rare instances in modern diplomacy where a middle power successfully influenced the grand strategy of the world’s leading superpower. 

Particularly significant was Dr. Pugliese’s discussion of the United States Strategic Framework for the Indo-Pacific, a document declassified at the conclusion of the first Trump administration. Unlike carefully crafted public statements, this internal strategic document revealed with unusual candour the objectives underpinning Washington’s regional policy. It openly framed China as the principal strategic competitor and explicitly identified the promotion of a “Free and Open Indo-Pacific” as a means of strengthening alliances while countering Beijing’s expanding influence. Dr. Pugliese drew participants’ attention to the informational dimension of this strategy, noting that the Indo-Pacific narrative was designed not only to organize military and diplomatic cooperation but also to compete with China’s own strategic messaging surrounding the BRI. Strategic communication, public diplomacy, and the contest over international narratives thus emerged as integral components of contemporary great-power competition. 

This observation led Dr. Pugliese to one of the lecture’s broader conceptual contributions: the growing importance of information politics within international relations. Great-power competition today extends well beyond military deployments and economic sanctions to encompass competing stories about the international order itself. He pointed to narratives portraying China’s BRI as “debt-trap diplomacy” as examples of what he termed informational contestation. Such narratives sought to shape international perceptions by presenting Chinese infrastructure investment not as development assistance but as a mechanism for creating political dependency. Whether entirely accurate or not, these narratives significantly influenced public debates across Europe, North America, and Asia, reinforcing broader geopolitical efforts to limit China’s expanding influence. The Indo-Pacific, therefore, functions not simply as a strategic framework but also as a powerful communicative device through which competing powers seek to legitimize their preferred regional order. 

Against this backdrop, Dr. Pugliese turned to the question of why Europe gradually embraced the Indo-Pacific concept despite its initial reluctance. He recalled that, during its early years, the term carried uncomfortable political connotations within many European capitals because it appeared closely associated with American efforts to contain China. For governments seeking to preserve productive economic relations with Beijing, openly endorsing a framework perceived as anti-Chinese seemed diplomatically unwise. Consequently, European policymakers initially preferred the more familiar Asia-Pacific terminology and avoided language that could be interpreted as aligning Europe too closely with Washington’s increasingly confrontational posture.

Several developments, however, fundamentally altered European calculations. According to Dr. Pugliese, one important factor was the gradual deterioration of EU–China relations driven by persistent trade imbalances, concerns over market access, investment reciprocity, technology transfer, and broader disagreements regarding human rights and political governance. These tensions had already encouraged European institutions to adopt a more cautious approach toward Beijing before the outbreak of the COVID-19 pandemic further exposed vulnerabilities associated with dependence on global supply chains concentrated in China. The pandemic reinforced concerns regarding economic resilience, strategic dependencies, and the security implications of excessive reliance on external suppliers, thereby lending greater credibility to calls for diversification and de-risking. 

The most decisive catalyst, however, was Russia’s full-scale invasion of Ukraine in February 2022. Dr. Pugliese argued that the war fundamentally transformed European perceptions of China, not primarily because Beijing directly participated in the conflict but because of its increasingly close relationship with Moscow. Although China formally maintained neutrality, European policymakers became increasingly concerned by evidence suggesting that Beijing had provided Russia with critical dual-use technologies and economic support that helped sustain its war effort. From a realist perspective, Dr. Pugliese explained, such behaviour reflected China’s strategic interest in preventing the emergence of a weakened or pro-Western Russia that might leave China strategically isolated. Yet for many Europeans, China’s unwillingness to distance itself from Moscow significantly weakened confidence in the possibility of a stable strategic partnership.  

At the same time, Dr. Pugliese cautioned against interpreting Europe’s Indo-Pacific engagement exclusively through the lens of ideological confrontation with China. Instead, he proposed a more nuanced explanation rooted in strategic bargaining within the transatlantic alliance. Following Russia’s invasion, Europe became even more dependent upon the United States for military assistance, intelligence sharing, energy supplies, and broader security guarantees. This asymmetry inevitably strengthened Washington’s leverage over European foreign policy. In return for sustained American support in Ukraine, the United States increasingly expected its European allies to align more closely with broader American strategic priorities in Asia. Support for Japan, South Korea, Taiwan, the Philippines, and other regional partners thus became part of a wider process of transatlantic strategic coordination extending well beyond the European continent itself. Europe’s growing Indo-Pacific engagement should therefore be understood not only as a response to developments in Asia but also as an indirect consequence of the changing political economy of the transatlantic alliance. 

Yet Dr. Pugliese repeatedly emphasized that European alignment with the United States also reflected Europe’s own interests. Asia’s extraordinary economic dynamism provides compelling incentives for deeper European engagement irrespective of American preferences. The Indo-Pacific contains many of the world’s fastest-growing economies, leading centers of technological innovation, and increasingly important markets for advanced manufacturing and defense industries. European firms have substantial commercial interests in expanding cooperation with countries such as Japan, South Korea, India, and Taiwan, particularly in sectors related to semiconductors, green technologies, digital infrastructure, and advanced manufacturing. Consequently, Europe’s Indo-Pacific strategy cannot be reduced to alliance politics alone; it also reflects a broader recognition that the center of gravity of the global economy continues to shift toward Asia. 

Dr. Pugliese illustrated this economic dimension by highlighting Europe’s growing interest in securing access to high-end semiconductors produced by Taiwan’s globally significant manufacturing sector. The political signaling directed toward Taipei should therefore be understood not solely as an expression of democratic solidarity but also as part of a broader strategy aimed at attracting investment, diversifying technological supply chains, and supporting Europe’s twin digital and green transitions. The Indo-Pacific thus emerges simultaneously as a security theatre, a technological ecosystem, and a vital economic space whose importance transcends traditional geopolitical categories.

By the conclusion of this section, Dr. Pugliese had demonstrated that Europe’s embrace of the Indo-Pacific reflects the convergence of multiple structural forces: intensifying US–China rivalry, deteriorating EU–China relations, Russia’s invasion of Ukraine, changing transatlantic dynamics, and the growing economic significance of Asia itself. Rather than representing a sudden strategic pivot, Europe’s Indo-Pacific policy emerged as the cumulative product of shifting geopolitical realities that increasingly blur the boundaries between European and Asian security. The lecture therefore invited participants to reconsider the European Union not as a passive observer of Indo-Pacific developments but as an increasingly active participant in the evolving strategic architecture linking the Atlantic and Pacific worlds.

Taiwan, Economic Security, and the Geopolitics of Interdependence

The flags of Taiwan, the United States, and China.
The flags of Taiwan, the United States, and China displayed on semiconductor chips, symbolizing intensifying global competition over advanced chip production, technological leadership, and strategic supply chains. Illustration: Korn Vitthayanukarun / Dreamstime.

Building upon his analysis of Europe’s gradual embrace of the Indo-Pacific framework, Dr. Pugliese devoted the third section of his lecture to what he described as one of the most consequential developments in contemporary international politics: the growing strategic centrality of Taiwan. While public debate often portrays Taiwan primarily through the lens of cross-Strait tensions or democratic solidarity, Dr. Pugliese argued that the island has acquired a far broader geopolitical significance. Taiwan today occupies the intersection of military strategy, technological competition, global supply chains, and great-power rivalry, making it one of the principal theatres through which the evolving balance of power in the Indo-Pacific is increasingly contested. For the European Union, he suggested, Taiwan represents not merely a distant regional issue but an increasingly important component of its own economic security and technological resilience. 

Dr. Pugliese encouraged participants to move beyond simplified narratives that portray cross-Strait relations as an inevitable confrontation between democracy and authoritarianism. Instead, he situated recent developments within a longer historical trajectory. The election of Taiwan’s Democratic Progressive Party (DPP) government in 2016 marked an important turning point because the new administration rejected the political understandings that had underpinned earlier efforts to stabilize relations with Beijing. From the perspective of the Chinese Communist Party, this shift fundamentally altered the trajectory of cross-Strait relations by diminishing prospects for eventual peaceful reunification under previously accepted political formulas. Beijing consequently intensified diplomatic, economic, and military pressure designed to isolate Taiwan internationally while discouraging further movement toward a distinct Taiwanese political identity. Rather than interpreting these developments solely through ideological categories, Dr. Pugliese invited participants to recognize the complex interaction of historical memory, nationalism, domestic politics, and strategic calculation that continues to shape Chinese policy. 

The deterioration of cross-Strait relations coincided with a profound transformation in American grand strategy. As the first Trump administration adopted a more confrontational approach toward China, Taiwan assumed an increasingly important position within Washington’s broader strategy of balancing Chinese power. Dr. Pugliese argued that Taiwan gradually evolved into what he repeatedly described as a strategic chess piece within the wider architecture of US–China competition. This characterization did not diminish Taiwan’s own agency or democratic achievements; rather, it reflected the reality that major powers increasingly viewed the island through the prism of broader regional military calculations. Maintaining the status quo across the Taiwan Strait became essential not only because of Taiwan itself but because of its location within the broader maritime geography of East Asia and its implications for regional power projection. 

To explain this strategic importance, Dr. Pugliese introduced participants to the concept of the First Island Chain, a geographical arc extending from northern Japan through Okinawa and Taiwan to the Philippines and onward toward Southeast Asia. Far from representing a mere cartographic feature, this chain constitutes one of the most strategically significant maritime corridors in the contemporary international system. Control over—or access through—these waters shape naval mobility, intelligence gathering, anti-submarine warfare, and the broader military balance in the Western Pacific. Dr. Pugliese illustrated how the deployment of advanced surveillance systems, missile capabilities, radar installations, and underwater sensors throughout this maritime corridor has increasingly transformed the region into a densely monitored strategic environment. In this context, Taiwan occupies a uniquely sensitive position because any alteration to the status quo would fundamentally affect the operational environment of both China and the United States, as well as their regional allies. 

This strategic logic, he explained, has profoundly reshaped alliance structures throughout East Asia. The United States has pursued what contemporary defense planners describe as integrated deterrence, strengthening operational cooperation with Japan, the Philippines, Australia, and other regional partners while enhancing interoperability, logistical coordination, and joint contingency planning. Japan, in particular, has assumed a much more prominent role within this evolving security architecture, expanding defense cooperation with Washington and adapting its own military posture to the possibility of a Taiwan contingency. The Philippines has similarly increased cooperation by providing greater access to military facilities, while Australia has deepened its participation in regional security initiatives. According to Dr. Pugliese, these developments illustrate that Taiwan has become embedded within a much broader regional deterrence strategy extending well beyond the island itself. 

Yet Dr. Pugliese was equally careful to avoid reducing Taiwan’s significance to military considerations alone. One of the lecture’s central themes was the growing fusion of security and economics in contemporary international relations. Taiwan’s extraordinary technological capabilities—particularly its globally dominant semiconductor industry—have elevated the island from a regional security concern to a cornerstone of the global digital economy. Advanced semiconductor manufacturing has become indispensable for artificial intelligence, telecommunications, defense systems, electric vehicles, and countless other technologies underpinning modern industrial production. Consequently, disruptions to Taiwan’s manufacturing ecosystem would carry profound consequences far beyond East Asia, affecting supply chains, industrial production, and technological innovation across Europe and the wider international economy.

For Europe, these developments have acquired increasing policy relevance through the emerging concept of economic security. Dr. Pugliese explained that the European Union’s efforts to diversify supply chains and reduce strategic dependencies have naturally directed attention toward Taiwan’s semiconductor industry. European governments have actively sought to attract investment from leading Taiwanese firms, recognizing that securing access to advanced chip production has become essential for the continent’s digital transformation, industrial competitiveness, and technological sovereignty. Europe’s growing diplomatic engagement with Taiwan should therefore be understood not merely as an expression of support for democratic values but also as a pragmatic effort to strengthen resilience within strategically vital industrial sectors. 

This convergence of economic and security considerations extended beyond semiconductors to encompass defense industrial cooperation more broadly. Dr. Pugliese observed that both Europe and East Asia have experienced a dramatic expansion in defense expenditure following Russia’s invasion of Ukraine and the intensification of geopolitical competition. Rising military budgets have created new opportunities for collaboration in defense technologies, weapons systems, logistics, maintenance, and industrial production. European defense manufacturers increasingly view Indo-Pacific markets as important destinations for exports, co-development projects, and long-term industrial partnerships. At the same time, such cooperation contributes to reducing production costs and strengthening Europe’s own defense industrial base. Security cooperation, therefore, increasingly reflects not only strategic necessity but also significant commercial incentives. 

Throughout this discussion, Dr. Pugliese repeatedly cautioned against simplistic explanations of Europe’s growing engagement with Taiwan and the wider Indo-Pacific. While democratic values undoubtedly play an important role in shaping European discourse, he argued that material interests remain equally significant. Taiwan matters because it is democratic, but it also matters because it occupies a pivotal position within global technology supply chains, financial markets, and maritime trade routes. Likewise, Europe’s Indo-Pacific strategy reflects concern over regional stability, but it also reflects the continent’s own industrial ambitions, technological needs, and economic future. These multiple motivations coexist rather than compete, producing a more complex picture than narratives centered exclusively upon ideology or security.

An equally important contribution of the lecture lay in Dr. Pugliese’s application of the concept of the security dilemma to contemporary US–China relations. He suggested that many of the military deployments, alliance expansions, and deterrence measures currently unfolding across East Asia are driven by reciprocal perceptions of insecurity. Measures intended by one side to preserve stability may be interpreted by the other as preparations for confrontation, thereby generating self-reinforcing cycles of strategic competition. Taiwan, in this sense, is both an object of genuine political concern and a symbol of broader geopolitical rivalry. Understanding these action–reaction dynamics, Pugliese argued, is essential for avoiding overly deterministic interpretations of current tensions while appreciating the structural pressures confronting policymakers on all sides.

By the conclusion of this section, participants were presented with a nuanced portrait of Taiwan as far more than a regional flashpoint. Instead, the island emerged as a focal point where questions of technological leadership, economic resilience, alliance politics, military deterrence, and strategic communication converge. For Europe, Taiwan increasingly embodies the wider challenges of navigating an international environment in which economics and security have become inseparable. The European Union’s growing interest in the Indo-Pacific, therefore, cannot be understood solely as an extension of transatlantic solidarity or support for democratic partners. Rather, it reflects the recognition that Europe’s own prosperity, technological competitiveness, and strategic autonomy are becoming progressively intertwined with developments unfolding thousands of kilometers beyond its traditional neighborhood.

Transactional Alliances, Strategic Autonomy, and Europe’s Indo-Pacific Future

In the concluding section of his lecture, Dr. Pugliese turned to the question that ultimately linked every preceding discussion: how should the European Union position itself in an Indo-Pacific increasingly shaped not only by intensifying US–China competition but also by profound changes within the United States itself? While much of the strategic debate over the past decade has focused on China’s growing influence, Dr. Pugliese argued that Europe’s most immediate challenge now lies in responding to the transformation of American grand strategy under Donald Trump’s second administration. The issue confronting European policymakers, he suggested, is no longer simply how to manage China’s rise but how to navigate an international environment in which the reliability, priorities, and strategic commitments of the United States have themselves become less predictable. 

Dr. Pugliese observed that the second Trump administration has introduced a noticeably more transactional approach to international alliances than its predecessors. While the broader American national security establishment—including the Department of Defense, the State Department, and the defense-industrial sector—continues to regard strategic competition with China as the defining challenge of twenty-first-century international politics, the White House has increasingly emphasized burden-sharing, domestic priorities, and the reduction of costly foreign commitments. Rather than fundamentally abandoning America’s alliances, Washington has sought to redefine them according to a logic that requires allies to assume substantially greater responsibility for their own security. In this sense, Dr. Pugliese suggested, contemporary American strategy reflects not isolationism in the traditional sense, but a recalibration of alliance management designed to reduce American costs while preserving strategic influence. 

This changing approach has had profound implications for both Europe and East Asia. Throughout the lecture, Dr. Pugliese repeatedly emphasized that Washington now expects its allies to devote considerably larger shares of national resources to defense. European governments have been encouraged to expand military expenditure well beyond previous commitments, while similar expectations have been directed toward Japan, Taiwan, Australia, and other Indo-Pacific partners. Such demands are presented not merely as financial obligations but as evidence of political resolve and strategic credibility. In practical terms, this means that allies are increasingly expected to shoulder a greater proportion of deterrence, procurement, logistics, and operational planning, thereby allowing the United States to preserve flexibility while maintaining its broader strategic posture toward China. 

Dr. Pugliese also highlighted the important economic dimension underlying these developments. Rising defense expenditure is not simply a matter of military preparedness; it has become an increasingly significant component of industrial policy on both sides of the Atlantic. The expansion of defense production stimulates investment, creates manufacturing demand, and contributes to broader efforts at industrial revitalization. Referring to developments in Germany and elsewhere in Europe, Dr. Pugliese observed that defense procurement has increasingly been linked to debates surrounding reindustrialization, technological innovation, and economic competitiveness. Former civilian manufacturing facilities are gradually being adapted to defense production, while military industries have assumed renewed importance within national economic strategies. The security agenda, therefore, cannot be separated from wider questions concerning employment, industrial policy, and technological modernization. 

The lecture nevertheless cautioned against interpreting contemporary alliance politics exclusively through the lens of burden-sharing. Dr. Pugliese argued that Washington’s approach toward China has itself become increasingly complex. Although the strategic framework established during the first Trump administration continues to shape American policy, recent developments suggest a greater willingness on the part of the White House to pursue tactical accommodation with Beijing where domestic political or economic interests require it. He pointed to the temporary stabilization of US–China relations following the escalation of tariff disputes and China’s restrictions on exports of rare earth minerals as evidence that geopolitical rivalry increasingly coexists with selective negotiation and pragmatic compromise. Great-power competition, therefore, does not unfold as a linear process of confrontation but rather through continuous cycles of competition, bargaining, and limited cooperation. 

Rare earths emerged as a particularly revealing illustration of the changing character of economic statecraft. China’s restrictions on exports of strategically important minerals exposed the extent to which advanced industrial economies remain dependent upon Chinese production in sectors essential to digital technologies, renewable energy, and defense manufacturing. Dr. Pugliese noted that these measures affected not only civilian industries but also the American defense-industrial base itself, demonstrating that economic interdependence continues to constrain even the world’s most powerful states. The resulting negotiations between Washington and Beijing therefore reflected mutual vulnerabilities rather than unilateral leverage. For Europe, this episode underscored the urgency of diversifying critical supply chains while avoiding simplistic assumptions that complete economic disengagement from China remains either feasible or desirable. 

Turning once more to Taiwan, Dr. Pugliese argued that recent American policy illustrates the increasingly transactional character of alliance politics. While Washington has continued to announce substantial arms packages and reaffirm its interest in maintaining stability across the Taiwan Strait, implementation has often proven uneven. Delays in weapons deliveries, greater pressure on Taipei regarding trade and tariff issues, and adjustments to diplomatic engagement all suggest a more flexible approach shaped by immediate political considerations, including domestic electoral calculations. Nevertheless, Dr. Pugliese cautioned against interpreting these developments as evidence of strategic disengagement. Beneath the political rhetoric of the White House, the broader American national security apparatus continues to deepen military cooperation with Japan, Australia, the Philippines, and other regional partners. Defense planning, alliance coordination, and operational integration initiated during earlier administrations have largely continued, illustrating the considerable institutional continuity that often characterizes foreign policy despite changes in political leadership. 

One of the lecture’s most insightful observations concerned the coexistence of continuity and change within American strategy. Although presidential rhetoric may fluctuate considerably, longstanding institutional commitments frequently persist beneath the surface. Military exercises continue, defense partnerships expand, and strategic planning remains oriented toward balancing China’s growing capabilities. This distinction between political leadership and institutional strategy, Dr. Pugliese argued, is essential for understanding current international developments. It also cautions against interpreting individual diplomatic episodes in isolation from the deeper structural forces that continue to shape US–China competition.

Throughout this concluding discussion, Dr. Pugliese consistently returned to the position of the European Union. Europe, he argued, increasingly finds itself compelled to pursue a delicate balancing act. On one hand, the continent shares important strategic concerns with the United States regarding China’s growing military capabilities, technological ambitions, and economic influence. On the other hand, Europe possesses significant commercial interests in maintaining productive relations with Asian economies, including China itself. Simultaneously, the unpredictability associated with American foreign policy reinforces longstanding European aspirations for greater strategic autonomy. Rather than blindly aligning with either Washington or Beijing, the European Union must therefore cultivate the capacity to pursue its own interests while preserving constructive partnerships across the Indo-Pacific.

Importantly, Dr. Pugliese rejected simplistic narratives portraying Europe as either an unquestioning follower of American strategy or an independent geopolitical pole entirely detached from transatlantic cooperation. Instead, he depicted European policymaking as a process of continuous negotiation among competing priorities: maintaining alliance solidarity, preserving economic competitiveness, protecting critical technologies, strengthening defense capabilities, and avoiding unnecessary escalation with China. The Indo-Pacific strategy adopted by the European Union reflects precisely this balancing effort. Its deliberately inclusive language seeks to strengthen engagement with democratic partners while avoiding explicit endorsement of comprehensive containment strategies. Europe, in other words, is gradually seeking to develop a distinct Indo-Pacific identity that remains compatible with transatlantic cooperation without being wholly defined by it.

As the lecture drew to a close, Dr. Pugliese emphasized that understanding Europe’s evolving role in Asia requires abandoning narrow regional perspectives. The Indo-Pacific and the Euro-Atlantic can no longer be treated as separate strategic theatres. Russia’s invasion of Ukraine, China’s growing global influence, technological competition, supply-chain vulnerabilities, and alliance politics have created an increasingly interconnected geopolitical landscape in which developments in one region inevitably reverberate across the other. Europe’s future prosperity, security, and strategic autonomy will therefore depend upon its ability to engage effectively with both theatres simultaneously.

Taken as a whole, Dr. Pugliese’s lecture provided participants with a remarkably nuanced framework for understanding the European Union’s evolving engagement with Asia. Rather than presenting the Indo-Pacific as merely the latest geopolitical slogan, he demonstrated how strategic narratives, alliance politics, economic interdependence, technological competition, and shifting global power structures have become deeply intertwined. By tracing the intellectual origins of the Indo-Pacific concept, examining the evolution of US–China rivalry, analyzing Taiwan’s strategic significance, and exploring the implications of America’s increasingly transactional alliance policy, the lecture illuminated the profound transformation currently underway in international politics. Most importantly, it underscored that Europe’s future “between oceans” will not be determined solely by the choices of Washington or Beijing but by its own ability to formulate a coherent, strategically autonomous, and globally engaged vision capable of navigating an increasingly contested international order.

SS2026-Lecture5

ECPS Academy Summer School 2026 – Assoc. Prof. Reuben Wong: Strategic Autonomy, De-risking, and EU Economic Security Tools

The European Union’s pursuit of strategic autonomy has emerged as one of the defining geopolitical debates of the twenty-first century, reflecting the growing convergence of security, economics, technology, and global power competition. In this intellectually stimulating lecture, Associate Professor Reuben Wong examined how Europe’s search for greater strategic independence has been reshaped by an increasingly volatile international environment marked by intensifying US–China rivalry, Russia’s revisionism, and rapid technological transformation. Challenging conventional assumptions about Europe’s transatlantic relationship and its approach toward China, he argued that strategic autonomy requires not only stronger defense and economic security instruments but also a fundamental reassessment of Europe’s place within an emerging multipolar order. The lecture offered participants a provocative and nuanced framework for understanding the future of European geopolitics.

Reported by ECPS Staff

The third day of the ECPS Academy Summer School 2026 marked a decisive transition from examining the political economy of international trade toward confronting the broader geopolitical forces reshaping Europe’s external relations. Convened under the overarching theme, Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” the programme explored how the European Union is increasingly compelled to navigate an international environment characterized not only by intensifying strategic rivalry between the United States and China but also by the erosion of long-standing assumptions about globalization, security, and the liberal international order. Against this backdrop, Associate Professor Reuben Wong of the National University of Singapore delivered a thought-provoking lecture entitled Strategic Autonomy, De-risking, and EU Economic Security Tools,” inviting participants to reconsider Europe’s geopolitical position through an analytical lens that combined European integration studies with the strategic realities of contemporary international politics.

From the outset, Assoc. Prof. Wong made clear that his objective was not merely to catalogue the European Union’s emerging economic security instruments or explain the technical dimensions of de-risking. Rather, he sought to interrogate the underlying assumptions shaping European strategic thinking at a moment when the continent finds itself simultaneously confronting geopolitical uncertainty, technological transformation, and shifting distributions of global power. Drawing upon his long-standing scholarship on European foreign policy, as well as his experience observing both European and Asian strategic debates, Assoc. Prof. Wong encouraged participants to move beyond familiar policy slogans and instead examine the deeper questions surrounding Europe’s identity, capabilities, and long-term strategic interests.

One of the lecture’s distinguishing features was the perspective from which it was delivered. Speaking from Singapore—a country whose foreign policy has long depended upon balancing relations among competing major powers—Assoc. Prof. Wong approached debates over European strategic autonomy with a degree of analytical distance rarely encountered within discussions dominated by either Brussels or Washington. Rather than treating Europe’s geopolitical dilemmas as uniquely European, he situated them within a broader transformation of the international system, where established powers increasingly confront rising competitors, traditional alliances are being reassessed, and economic interdependence has itself become a source of strategic vulnerability. This external vantage point enriched the discussion by encouraging participants to question assumptions that often remain implicit within European policy circles.

Assoc. Prof. Wong also began by highlighting the conceptual ambiguity surrounding two of the most frequently invoked expressions in contemporary European policy discourse: strategic autonomy and de-risking. Although both terms have become central to debates on European foreign and economic policy, they often carry different meanings depending upon the context in which they are employed. Assoc. Prof. Wong observed that discussions of de-risking almost invariably evoke Europe’s increasingly complex relationship with China. The concept reflects growing concerns regarding excessive dependence on Chinese supply chains, critical raw materials, strategic technologies, intellectual property protection, and infrastructure deemed essential to European economic resilience. De-risking, therefore, does not necessarily imply economic decoupling from China but rather seeks to reduce strategic vulnerabilities while preserving mutually beneficial commercial relations.

By contrast, Assoc. Prof. Wong suggested that strategic autonomy has historically been associated less with China than with Europe’s relationship with the United States. At its core lies the question of whether the European Union possesses the political, military, and institutional capacity to pursue its own foreign policy independently of American strategic preferences. While the expression has acquired renewed prominence following Russia’s invasion of Ukraine and amid renewed uncertainty surrounding American global leadership, Assoc. Prof. Wong reminded participants that the debate itself stretches back to the end of the Cold War. Since the early 1990s, European leaders have repeatedly grappled with the challenge of transforming the Union from an economic giant into a credible geopolitical actor capable of defending both its interests and its values.

 

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The iconic euro (€) sculpture.

ECPS Academy Summer School 2026 – Assoc. Prof. Reuben Wong: Strategic Autonomy, De-risking, and EU Economic Security Tools

The European Union’s pursuit of strategic autonomy has emerged as one of the defining geopolitical debates of the twenty-first century, reflecting the growing convergence of security, economics, technology, and global power competition. In this intellectually stimulating lecture, Associate Professor Reuben Wong examined how Europe’s search for greater strategic independence has been reshaped by an increasingly volatile international environment marked by intensifying US–China rivalry, Russia’s revisionism, and rapid technological transformation. Challenging conventional assumptions about Europe’s transatlantic relationship and its approach toward China, he argued that strategic autonomy requires not only stronger defense and economic security instruments but also a fundamental reassessment of Europe’s place within an emerging multipolar order. The lecture offered participants a provocative and nuanced framework for understanding the future of European geopolitics.

Reported by ECPS Staff

The third day of the ECPS Academy Summer School 2026 marked a decisive transition from examining the political economy of international trade toward confronting the broader geopolitical forces reshaping Europe’s external relations. Convened under the overarching theme, Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” the programme explored how the European Union is increasingly compelled to navigate an international environment characterized not only by intensifying strategic rivalry between the United States and China but also by the erosion of long-standing assumptions about globalization, security, and the liberal international order. Against this backdrop, Associate Professor Reuben Wong of the National University of Singapore delivered a thought-provoking lecture entitled Strategic Autonomy, De-risking, and EU Economic Security Tools,” inviting participants to reconsider Europe’s geopolitical position through an analytical lens that combined European integration studies with the strategic realities of contemporary international politics.

From the outset, Assoc. Prof. Wong made clear that his objective was not merely to catalogue the European Union’s emerging economic security instruments or explain the technical dimensions of de-risking. Rather, he sought to interrogate the underlying assumptions shaping European strategic thinking at a moment when the continent finds itself simultaneously confronting geopolitical uncertainty, technological transformation, and shifting distributions of global power. Drawing upon his long-standing scholarship on European foreign policy, as well as his experience observing both European and Asian strategic debates, Assoc. Prof. Wong encouraged participants to move beyond familiar policy slogans and instead examine the deeper questions surrounding Europe’s identity, capabilities, and long-term strategic interests.

One of the lecture’s distinguishing features was the perspective from which it was delivered. Speaking from Singapore—a country whose foreign policy has long depended upon balancing relations among competing major powers—Assoc. Prof. Wong approached debates over European strategic autonomy with a degree of analytical distance rarely encountered within discussions dominated by either Brussels or Washington. Rather than treating Europe’s geopolitical dilemmas as uniquely European, he situated them within a broader transformation of the international system, where established powers increasingly confront rising competitors, traditional alliances are being reassessed, and economic interdependence has itself become a source of strategic vulnerability. This external vantage point enriched the discussion by encouraging participants to question assumptions that often remain implicit within European policy circles.

Assoc. Prof. Wong also began by highlighting the conceptual ambiguity surrounding two of the most frequently invoked expressions in contemporary European policy discourse: strategic autonomy and de-risking. Although both terms have become central to debates on European foreign and economic policy, they often carry different meanings depending upon the context in which they are employed. Assoc. Prof. Wong observed that discussions of de-risking almost invariably evoke Europe’s increasingly complex relationship with China. The concept reflects growing concerns regarding excessive dependence on Chinese supply chains, critical raw materials, strategic technologies, intellectual property protection, and infrastructure deemed essential to European economic resilience. De-risking, therefore, does not necessarily imply economic decoupling from China but rather seeks to reduce strategic vulnerabilities while preserving mutually beneficial commercial relations.

By contrast, Assoc. Prof. Wong suggested that strategic autonomy has historically been associated less with China than with Europe’s relationship with the United States. At its core lies the question of whether the European Union possesses the political, military, and institutional capacity to pursue its own foreign policy independently of American strategic preferences. While the expression has acquired renewed prominence following Russia’s invasion of Ukraine and amid renewed uncertainty surrounding American global leadership, Assoc. Prof. Wong reminded participants that the debate itself stretches back to the end of the Cold War. Since the early 1990s, European leaders have repeatedly grappled with the challenge of transforming the Union from an economic giant into a credible geopolitical actor capable of defending both its interests and its values.

Rather than presenting these concepts as separate policy debates, Assoc. Prof. Wong argued that they should be understood as interconnected responses to a rapidly changing international environment. Strategic autonomy addresses Europe’s dependence on external security guarantees, while de-risking reflects growing awareness of economic dependencies that may equally constrain political decision-making. Together, they illustrate the European Union’s broader search for resilience in a world where geopolitical competition increasingly extends beyond military affairs to encompass trade, technology, investment, industrial policy, and digital infrastructure.

Throughout this opening section of the lecture, Assoc. Prof. Wong established the intellectual framework that would guide the remainder of his presentation: understanding Europe’s future requires examining not only the policies it adopts, but also the assumptions it holds about power, alliances, and the changing architecture of the international system. By placing strategic autonomy and economic security within this wider geopolitical context, he invited participants to reconsider whether Europe’s existing conceptual frameworks remain adequate for navigating an era defined by intensifying great-power competition and accelerating technological transformation.

The Long Search for Strategic Autonomy: From European Aspirations to Geopolitical Reality

Associate Professor Reuben Wong.
Associate Professor Reuben Wong is Deputy Head of the Political Science Department at the National University of Singapore.

Having established the conceptual foundations of strategic autonomy and de-risking, Assoc. Prof. Wong proceeded to examine the historical evolution of Europe’s quest for greater geopolitical independence. Rather than portraying strategic autonomy as a recent response to heightened tensions with China or the return of Donald Trump to the White House, he situated it within a much longer trajectory of European integration that has unfolded since the end of the Cold War. His historical reconstruction demonstrated that contemporary debates over European defense, foreign policy, and economic security are best understood not as abrupt policy innovations but as the latest chapter in a decades-long effort to reconcile Europe’s political ambitions with its enduring strategic dependencies.

At the center of Assoc. Prof. Wong’s discussion stood a deceptively simple definition of strategic autonomy: the ability of a state—or, in the European Union’s unique case, a union of sovereign states—to pursue its preferred foreign policy and defend its interests without excessive dependence on external powers. Although straightforward in formulation, Assoc. Prof. Wong argued that this definition immediately exposes one of the European Union’s most enduring dilemmas. Unlike conventional nation-states, the EU has long aspired to exercise geopolitical influence while lacking many of the instruments traditionally associated with great-power status, particularly unified military capabilities and a fully integrated foreign policy apparatus. Consequently, strategic autonomy has remained as much an aspiration as an accomplished reality.

This ambition has shaped European foreign policy thinking since the early 1990s, when the collapse of the bipolar international order appeared to create new opportunities for Europe to emerge as an independent strategic actor. The establishment of the Common Foreign and Security Policy (CFSP) represented one of the most ambitious manifestations of this aspiration. By seeking to coordinate foreign policy among member states, the EU hoped to complement its growing economic integration with greater diplomatic coherence and international influence. Yet, as Assoc. Prof. Wong reminded participants, translating institutional innovation into effective geopolitical action proved considerably more difficult than its architects had anticipated.

To illustrate this challenge, Assoc. Prof. Wong revisited one of the defining moments in post-Cold War European diplomacy: the violent disintegration of Yugoslavia. At the outset of the crisis, European leaders famously declared that the conflict represented “the hour of Europe,” signaling their confidence that the continent possessed both the responsibility and the capability to resolve security crises in its own neighborhood. Events quickly exposed the limitations of that ambition. As the conflicts escalated into prolonged warfare, ethnic cleansing, and genocide, European diplomatic initiatives failed to prevent violence, while decisive military intervention ultimately depended upon the United States and NATO. For Assoc. Prof. Wong, the Yugoslav wars became an enduring reminder that Europe’s geopolitical aspirations remained constrained by its continued reliance on American military power.

This lesson profoundly shaped subsequent debates over European defense integration. Assoc. Prof. Wong devoted particular attention to the 1998 Saint-Malo Declaration, jointly issued by British Prime Minister Tony Blair and French President Jacques Chirac, which called for the European Union to develop autonomous military capabilities capable of responding to regional crises. Although frequently celebrated as a milestone in the evolution of European security policy, Assoc. Prof. Wong argued that the declaration also revealed fundamental differences regarding the meaning of strategic autonomy itself.

France, he explained, traditionally viewed strategic autonomy through the lens of genuine strategic independence. Rooted in Gaullist thinking and reinforced by decades of skepticism toward excessive reliance on Washington, successive French governments argued that Europe should possess independent military capabilities, autonomous command structures, and the political freedom to undertake operations without depending upon NATO. Strategic autonomy, from this perspective, required Europe to become a fully-fledged geopolitical actor capable of acting on its own behalf.

Britain’s interpretation differed significantly. While London supported stronger European defense cooperation, it remained firmly committed to preserving NATO as the cornerstone of European security. British policymakers generally understood strategic autonomy not as an alternative to the Atlantic Alliance but as a complementary mechanism that would enable European states to contribute more effectively to collective defense without duplicating NATO structures. As Assoc. Prof. Wong noted, this more Atlanticist understanding was shared by many other European governments, particularly those in Northern and Central Europe, which regarded American security guarantees as indispensable to continental stability.

These competing interpretations, Assoc. Prof. Wong argued, help explain why European defense integration has repeatedly advanced in incremental rather than transformative ways. Although successive crises—including the Arab Spring, Russia’s intervention in Georgia, the annexation of Crimea, and ultimately Russia’s full-scale invasion of Ukraine—have reinforced calls for greater European strategic capacity, member states have continued to differ over the extent to which strategic autonomy should supplement or gradually replace dependence on the United States.

Drawing upon his own experience as a diplomat and scholar observing European capitals, Assoc. Prof. Wong enriched this historical analysis with comparative reflections on how different countries interpreted the post-Cold War strategic environment. He recalled that policymakers in Paris were already contemplating a future in which American reliability could no longer be taken for granted, prompting early efforts to strengthen European defense capabilities. By contrast, officials in London, Bonn, and many other European capitals struggled to imagine a European security architecture detached from American leadership. These contrasting strategic cultures, he suggested, continue to shape debates over European defense to this day.

The return of Donald Trump to the White House has injected renewed urgency into these long-standing discussions. While strategic autonomy had often been treated as an ambitious long-term objective, changing transatlantic dynamics have increasingly transformed it into what many European leaders now perceive as an immediate strategic necessity. Yet Assoc. Prof. Wong cautioned against viewing contemporary developments solely through the lens of personalities or electoral cycles. The deeper issue, he argued, concerns whether Europe has sufficiently adapted to a changing international system in which alliances can no longer be assumed to be permanent or unconditional.

In one of the lecture’s most intellectually provocative moments, Assoc. Prof. Wong introduced a distinctly realist interpretation of contemporary international politics. Reflecting upon the evolution of European strategic thinking, he suggested that the European Union had spent much of the post-Cold War era operating under liberal assumptions regarding the durability of democratic solidarity and the permanence of the rules-based international order. Those assumptions, he argued, increasingly require reconsideration. States, including democratic allies, ultimately pursue their own interests, and alliances endure only so long as they continue to serve mutually beneficial strategic purposes. From this perspective, expecting the United States to indefinitely shoulder the burden of European security irrespective of its own changing priorities may represent less a realistic strategic assessment than an increasingly untenable political assumption.

By tracing the historical evolution of strategic autonomy through successive geopolitical crises, Assoc. Prof. Wong demonstrated that Europe’s present predicament is neither accidental nor entirely new. Rather, contemporary debates reflect the culmination of unresolved tensions that have accompanied European integration for more than three decades. The challenge facing the European Union today, therefore, is not simply to devise new policy instruments, but to determine whether it is finally prepared to align its strategic ambitions with the capabilities required to sustain genuine geopolitical autonomy.

Between Washington and Beijing: Reassessing Europe’s Strategic Environment

Photo: Dreamstime.

Having traced the historical evolution of strategic autonomy, Assoc. Prof. Wong shifted the discussion toward the rapidly changing international environment within which the European Union must now pursue that ambition. Rather than treating Europe’s security dilemmas as the product of a single crisis, he situated them within a broader transformation of global politics marked by shifting power balances, intensifying great-power competition, and the gradual erosion of assumptions that had underpinned the post-Cold War international order. Throughout this section of the lecture, Assoc. Prof. Wong argued that Europe’s strategic predicament cannot be understood solely through its relations with either Washington or Beijing; instead, it emerges from the increasingly complex triangular relationship among the European Union, the United States, and China.

Assoc. Prof. Wong began by observing that Europe finds itself confronting an unprecedented convergence of external pressures. Relations with Russia have deteriorated dramatically following Moscow’s invasion of Ukraine, fundamentally altering Europe’s security landscape. At the same time, the return of Donald Trump to the American presidency has reopened longstanding questions regarding the reliability of the transatlantic alliance, while relations with China have become increasingly complicated by disputes over trade imbalances, technological competition, industrial policy, human rights, and concerns over Beijing’s growing strategic partnership with Russia. Rather than confronting a single geopolitical rival, Europe now faces the far more demanding challenge of managing simultaneous tensions with multiple major powers whose interests increasingly intersect.

The lecture devoted particular attention to the implications of changing transatlantic relations. Assoc. Prof. Wong argued that the debate over European strategic autonomy has acquired renewed urgency not simply because of Russia’s military aggression but because uncertainty regarding American strategic commitments has become significantly more pronounced. Referring to the early months of Trump’s second presidency, he recalled disputes over tariffs, trade policy, and even Washington’s controversial rhetoric regarding Greenland. These developments, he suggested, reinforced concerns among European policymakers that the United States was becoming an increasingly unpredictable partner whose strategic priorities might diverge from those of its European allies.

Yet Assoc. Prof. Wong was careful to emphasize that such developments should not be interpreted merely as the consequence of one administration or one political leader. Instead, he invited participants to consider whether Europe has been too slow to recognize broader structural changes in international politics. Drawing upon a realist understanding of international relations, he argued that great powers do not maintain costly alliances indefinitely out of sentiment or historical loyalty alone. Rather, alliances endure because they continue to serve concrete strategic and material interests. From this perspective, the expectation that the United States will remain permanently committed to underwriting European security regardless of shifting geopolitical priorities may no longer represent a sustainable assumption.

This argument marked one of the lecture’s most provocative departures from conventional European policy discourse. Assoc. Prof. Wong suggested that, for much of the post-Cold War period, European strategic thinking had been shaped by liberal assumptions concerning democratic solidarity, institutional cooperation, and the durability of the rules-based international order. While these assumptions contributed significantly to European integration itself, he argued that they have become increasingly difficult to reconcile with contemporary geopolitical realities. The resurgence of great-power rivalry, growing economic nationalism, and renewed emphasis on national interest all point toward a more competitive international environment in which states, including democratic allies, increasingly prioritize their own strategic calculations.

It was within this broader realist framework that Assoc. Prof. Wong introduced what was arguably the lecture’s most controversial proposition. Contrary to prevailing narratives within many European political circles, he suggested that the United States, rather than China, has increasingly become the principal source of strategic uncertainty confronting Europe. Several years earlier, such an assessment might have appeared implausible. Yet Assoc. Prof. Wong argued that recent developments require a reassessment of long-held assumptions about the respective roles of Washington and Beijing within the international system.

To support this contention, Assoc. Prof. Wong contrasted the behavior of the two powers in relation to the international rules-based order. While acknowledging the numerous disagreements that continue to characterize relations between Europe and China, he nevertheless argued that Beijing has, in several important respects, sought to operate within existing international institutions and norms established after the Second World War. By contrast, he suggested that recent American policies have increasingly challenged many of the very principles that Washington itself had historically championed, including support for multilateral institutions, international trade regimes, and predictable alliance commitments. In Assoc. Prof. Wong’s assessment, the paradox of the current international order lies in the fact that the principal architect of the post-war liberal system now appears increasingly willing to revise or abandon elements of that system, while China often presents itself as a defender of institutional stability and economic globalization.

This interpretation naturally challenged participants to reconsider familiar geopolitical narratives. Assoc. Prof. Wong acknowledged that many European policymakers continue to view China primarily through the lenses of strategic competition, human rights concerns, and systemic rivalry. Nevertheless, he encouraged his audience to distinguish between legitimate concerns regarding China’s growing influence and broader assumptions that automatically portray Beijing as the principal disruptor of the international order. Historical experience, institutional inertia, and deeply embedded transatlantic political cultures, he suggested, have made it difficult for many Europeans to recognize the extent to which the geopolitical landscape has evolved.

At the same time, Assoc. Prof. Wong cautioned against reducing international politics to a simplistic binary competition between Washington and Beijing. Instead, he argued that Europe’s strategic interests require a far more nuanced understanding of both powers. China should neither be romanticized nor automatically treated as an adversary whose rise inevitably threatens European prosperity. Equally, the United States should not be assumed to remain an unchanging guarantor of European security simply because of decades of successful transatlantic cooperation. Strategic autonomy, therefore, demands that Europe develop the analytical capacity to evaluate both relationships on the basis of its own interests rather than inherited geopolitical assumptions.

The lecture also situated China’s rise within the longer trajectory of global power redistribution. Assoc. Prof. Wong argued that China should no longer be understood merely as an emerging power but rather as a fully-fledged superpower whose influence increasingly shapes international politics, global markets, technological innovation, and diplomatic agendas. Referring to recent high-level interactions between Washington and Beijing, he suggested that historians may ultimately identify the latest summit between the two governments as a symbolic moment in which the United States implicitly acknowledged China as a strategic peer. The absence of unequivocal American dominance in these negotiations reflected, in his view, a broader transition toward a more multipolar international system.

Within such a system, Europe can no longer rely upon geopolitical habits formed during the Cold War or the immediate post-Cold War decades. Instead, Assoc. Prof. Wong argued that the European Union must cultivate a more independent strategic identity grounded in realistic assessments of its own capabilities, interests, and external environment. This requires moving beyond reflexive alignments with either superpower while simultaneously preserving constructive relations with both. For Europe, the challenge is not to choose between Washington and Beijing, but to develop sufficient strategic confidence to cooperate, compete, and disagree with each according to its own long-term interests.

By the conclusion of this section, Assoc. Prof. Wong had fundamentally reframed the strategic autonomy debate. Rather than presenting it as a defensive response to external threats alone, he portrayed it as a process of intellectual and political maturation through which the European Union must redefine its place within an increasingly fragmented international order. Strategic autonomy, in this sense, is less about distancing Europe from particular partners than about equipping it with the capacity to navigate a world in which geopolitical certainty has become the exception rather than the rule.

Normative Power, Market Power, and Europe’s Technological Challenge

Photo: Maryna Kushnarova / Dreamstime.

Having examined Europe’s shifting geopolitical environment, Assoc. Prof. Wong turned to one of the lecture’s central analytical questions: whether the European Union still possesses the capacity to shape the international order through its traditional strengths. Rather than focusing exclusively on military capabilities or diplomatic influence, Assoc. Prof. Wong explored Europe’s changing position as a producer of international norms, regulatory standards, and market rules. In doing so, he revisited two of the most influential concepts in European Union scholarship—Normative Power Europeand Market Power Europe—before questioning whether the material foundations that once sustained these forms of influence remain sufficiently robust in an era of accelerating technological competition and shifting global economic power.

Assoc. Prof. Wong began by discussing the influential work of political scientist Ian Manners, whose concept of Normative Power Europe has long occupied a central place in debates on the European Union’s international role. Manners argued that the EU’s distinctive influence derives not primarily from military power but from its capacity to define what constitutes legitimate behavior in international politics. Through the promotion of democracy, human rights, rule of law, multilateralism, environmental protection, and good governance, the Union has sought to exercise influence by shaping norms rather than imposing coercion. This vision has become deeply embedded within both academic literature and European policymaking, reinforcing the idea that the EU represents a unique kind of international actor whose strength lies in persuasion rather than force.

While acknowledging the significance of this intellectual tradition, Assoc. Prof. Wong encouraged participants to distinguish between aspiration and empirical reality. The European Union undoubtedly seeks to project normative influence, he argued, but successful norm entrepreneurship requires willing audiences capable of accepting and internalizing those standards. In practice, the EU has proven most effective when engaging countries that aspire to join the Union or maintain exceptionally close institutional and economic ties with it. The accession process itself illustrates the remarkable power of European conditionality, whereby candidate states undertake extensive political, legal, and economic reforms in exchange for eventual membership. Beyond this sphere of attraction, however, Europe’s capacity to shape political norms becomes considerably more limited.

To illustrate this point, Assoc. Prof. Wong referred to states that possess sufficient political autonomy, demographic weight, or strategic leverage to resist European pressure. Russia represented the clearest example of a country unwilling to organize its domestic or foreign policy according to European expectations. Yet Assoc. Prof. Wong also cited Turkey, Iran, and other significant regional powers that, despite maintaining important economic relationships with the EU, have repeatedly demonstrated their willingness to reject European normative preferences when these conflict with domestic political priorities or broader strategic interests. Such examples, he argued, reveal that normative influence ultimately depends upon underlying distributions of political and economic power rather than normative appeal alone.

If Europe’s ability to export political values has become increasingly constrained, Assoc. Prof. Wong suggested that its more enduring source of influence has historically resided elsewhere. Here he introduced Chad Damro’s concept of Market Power Europe, which shifts attention from political ideals to economic scale. Unlike normative power, which rests upon persuasion and legitimacy, market power derives from the size, wealth, and regulatory sophistication of the European single market. As one of the world’s largest integrated economic areas, the EU has long possessed the ability to establish product standards, environmental regulations, competition rules, labor protections, and consumer safety requirements that multinational corporations frequently adopt worldwide. Access to the European market has thus encouraged firms and governments alike to conform to European regulatory frameworks, extending the Union’s influence well beyond its territorial borders.

For Assoc. Prof. Wong, however, even this formidable source of influence can no longer be taken for granted. Market power ultimately depends upon economic dynamism, technological leadership, and sustained commercial relevance. Here he painted a considerably more cautious picture of Europe’s future. While the European Union remains one of the world’s largest economies, its relative share of global trade has steadily declined over recent decades as emerging economies—particularly China and increasingly India—have assumed a larger role in global production, investment, and innovation. Whereas Europe once accounted for roughly a quarter of world trade, its share has gradually diminished, reflecting broader structural changes in the global economy.

This decline carries consequences extending well beyond trade statistics. Assoc. Prof. Wong argued that countries which dominate emerging industries also acquire disproportionate influence over the standards governing those industries. Historically, Europe’s industrial strength enabled it to shape international regulations across numerous sectors, from manufacturing and pharmaceuticals to environmental protection and consumer rights. Yet leadership in future technologies increasingly belongs elsewhere. As innovation shifts toward artificial intelligence, advanced semiconductors, electric vehicles, renewable energy systems, and digital infrastructure, regulatory influence will increasingly follow technological leadership rather than historical institutional prestige.

Artificial intelligence emerged as perhaps the most illustrative example of this transformation. Assoc. Prof. Wong observed that Europe possesses world-class universities, research institutions, and highly skilled scientific communities. Nevertheless, these strengths have not translated into globally dominant AI platforms capable of competing directly with American and Chinese technological giants. While companies such as OpenAI, Google, Anthropic, DeepSeek, Alibaba, Tencent, and Baidu increasingly shape the global AI ecosystem, Europe has yet to produce comparable commercial champions operating at similar scale. Consequently, Assoc. Prof. Wong argued, Europe risks finding itself in the position of regulating technologies whose fundamental architecture, commercial logic, and technical standards are being established elsewhere.

The discussion then broadened to encompass the wider technological transformation underway in China. Assoc. Prof. Wong challenged participants to reconsider widespread perceptions that continue to portray China primarily as a manufacturing economy dependent upon copying foreign technologies. Drawing upon personal experiences from his recent visits, he described a society that has rapidly become one of the world’s foremost laboratories of technological innovation. Cashless payment systems, integrated digital platforms, sophisticated logistics networks, and autonomous delivery technologies illustrated the extent to which China has advanced in areas where many developed economies still rely upon older infrastructures. These examples were not presented merely as anecdotes but as evidence of China’s growing capacity to shape future technological ecosystems.

Particularly striking was Assoc. Prof. Wong’s discussion of China’s digital economy. Recounting his surprise when physical cash and even international credit cards proved largely unusable during his visits, he highlighted how mobile payment platforms such as Alipay and WeChat Pay have fundamentally transformed everyday economic life. Likewise, China’s extensive deployment of automated logistics—including robotic delivery services in hotels and urban environments—served to illustrate the speed with which technological innovation has been integrated into ordinary commercial practice. Such developments, he argued, underscore the increasingly significant gap separating technological adoption in parts of Asia from prevailing assumptions still common in Europe.

These observations naturally fed into Assoc. Prof. Wong’s broader concern regarding Europe’s future competitiveness. If technological innovation increasingly determines not only economic prosperity but also the capacity to establish international standards, Europe faces a narrowing window within which it can preserve meaningful regulatory influence. Regulatory excellence alone cannot indefinitely compensate for declining industrial leadership. Without stronger innovation ecosystems and greater participation in frontier technologies, Europe’s capacity to shape global governance may gradually erode despite its sophisticated legal and institutional frameworks.

The lecture also encouraged participants to place China’s contemporary rise within a broader historical context. Assoc. Prof. Wong reminded his audience that Chinese strategic thinking continues to be profoundly shaped by the historical memory of the so-called Century of Humiliation, during which successive unequal treaties, foreign occupations, and imperial interventions severely constrained Chinese sovereignty. Although China escaped formal colonization in the manner experienced by many Asian and African societies, Assoc. Prof. Wong argued that nineteenth-century European and Japanese interventions nonetheless left enduring historical scars. The visible architectural legacies of foreign concessions in cities such as Shanghai continue to serve as reminders of a period during which external powers exercised extraordinary influence over Chinese territory and governance.

By invoking this historical perspective, Assoc. Prof. Wong sought neither to justify nor to excuse contemporary Chinese policies. Rather, he encouraged participants to appreciate how historical memory informs present-day strategic behavior. European concerns regarding China’s growing global influence are undoubtedly significant, he acknowledged, yet Chinese policymakers likewise interpret international politics through a historical narrative centered upon sovereignty, national rejuvenation, and the determination never again to experience external subordination. Understanding these competing historical narratives, Assoc. Prof. Wong suggested, constitutes an essential prerequisite for developing more sophisticated European engagement with China.

From De-risking to Strategic Partnership: Reimagining Europe’s Economic Security

Stacks of euro coins placed before the flag of the European Union.
Stacks of euro coins placed before the flag of the European Union, symbolizing the euro currency and European economic integration. Photo: Marian Vejcik / Dreamstime.

In the concluding section of his lecture, Assoc. Prof. Wong shifted from diagnosing Europe’s strategic predicament to exploring the policy choices available to the European Union as it seeks to strengthen its economic resilience in an increasingly contested geopolitical environment. Returning to the second concept introduced at the beginning of the session—de-risking—he examined how the EU’s emerging economic security agenda fits within the broader pursuit of strategic autonomy. Rather than viewing economic security solely through the lens of defensive measures against perceived external threats, Assoc. Prof. Wong argued that Europe’s long-term success will depend upon combining resilience with openness, regulation with innovation, and strategic caution with international cooperation.

Although he acknowledged that discussions surrounding de-risking are frequently associated with reducing Europe’s dependence on China, Assoc. Prof. Wong cautioned against equating de-risking with comprehensive economic decoupling. Such an approach, he implied, would neither be economically sustainable nor strategically desirable. Instead, he presented de-risking as an effort to identify and mitigate vulnerabilities in areas where excessive dependence on external suppliers could undermine Europe’s political autonomy or economic stability. Critical raw materials, advanced semiconductors, digital infrastructure, strategic technologies, and resilient supply chains have all become central components of this emerging economic security agenda. Yet, Assoc. Prof. Wong argued, the effectiveness of these policies ultimately depends upon whether they enhance Europe’s own competitiveness rather than merely restrict external actors.

The discussion naturally turned to the policy instruments increasingly available to the European Union. While Assoc. Prof. Wong did not provide an exhaustive catalogue of individual legislative measures, he emphasized that Europe has gradually assembled a more sophisticated economic security toolbox capable of responding to external coercion and strategic pressure. These instruments include mechanisms to scrutinize foreign investment, strengthen supply-chain resilience, regulate emerging technologies, protect critical infrastructure, and respond collectively to economic coercion by third countries. Such measures, he suggested, represent an important evolution in European policymaking, reflecting the growing recognition that economic interdependence can generate strategic vulnerabilities as well as mutual benefits.

A particularly revealing illustration of this evolving approach emerged from Assoc. Prof. Wong’s discussion of the tensions that followed the return of Donald Trump to the White House. Referring to disputes surrounding Greenland and the renewed threat of punitive tariffs against European partners, Assoc. Prof. Wong observed that these developments produced an unusually unified response from several EU member states. He highlighted the symbolic decision by a number of European governments to express support for Denmark following Washington’s increasingly assertive rhetoric regarding Greenland. Although these gestures carried limited immediate military significance, they nevertheless reflected an important political signal: European solidarity could no longer be assumed to operate only against external competitors traditionally perceived as strategic rivals. For perhaps the first time in NATO’s history, Assoc. Prof. Wong noted, several European governments found themselves collectively signaling resistance to political pressure originating from the United States itself.

This episode, he argued, underscored the growing relevance of Europe’s economic security instruments. Faced with the prospect of American tariffs and economic coercion, the European Union demonstrated its willingness to contemplate robust countermeasures capable of imposing significant economic costs in return. Assoc. Prof. Wong referred to the Union’s capacity to deploy powerful retaliatory trade instruments, observing that although such measures would inevitably entail substantial economic consequences for both sides, they nevertheless constitute an increasingly important source of European strategic leverage. Economic statecraft, in other words, has become an indispensable complement to traditional diplomacy within the EU’s broader pursuit of strategic autonomy.

Yet Assoc. Prof. Wong was equally careful to stress that Europe’s future cannot be secured through defensive instruments alone. Protection, regulation, and retaliatory capabilities may reduce vulnerability, but they cannot substitute for technological dynamism or sustained economic competitiveness. It was at this point that he introduced what emerged as one of the lecture’s most forward-looking themes: digital sovereignty. Rather than understanding digital sovereignty as an attempt to isolate Europe from global technological ecosystems, Assoc. Prof. Wong presented it as the capacity to shape the governance of technologies that increasingly underpin modern economies. Artificial intelligence, digital platforms, data governance, and algorithmic regulation have all become critical arenas in which geopolitical competition increasingly unfolds.

For Assoc. Prof. Wong, Europe continues to possess a valuable—albeit narrowing—opportunity to influence the regulatory architecture governing these emerging technologies. Although European firms have not produced global AI champions comparable to those found in the United States or China, the Union still retains considerable regulatory authority through the size and attractiveness of its internal market. By establishing clear standards concerning transparency, accountability, privacy, competition, and digital governance, Europe may continue to shape aspects of global technological development even where it no longer leads in technological innovation itself. However, Assoc. Prof. Wong repeatedly emphasized that this window of opportunity is unlikely to remain open indefinitely if Europe’s technological capabilities continue to lag behind those of its principal competitors.

This concern naturally led to one of the lecture’s most distinctive policy recommendations. Rather than seeking to insulate European markets from external technological leaders, Assoc. Prof. Wong advocated a more pragmatic strategy centered on selective international cooperation. In particular, he argued that Europe should deepen engagement with technologically advanced partners across Asia, including China, Japan, South Korea, and other innovation-driven economies. Such partnerships, he suggested, would enable Europe to participate more actively in emerging technological ecosystems while simultaneously strengthening its own competitiveness.

In advancing this argument, Assoc. Prof. Wong challenged approaches that rely primarily upon restrictive regulation or defensive protectionism. Attempting to legislate foreign technologies out of European markets, he argued, risks isolating Europe from the very innovations that are reshaping the global economy. Instead, Europe should seek opportunities for collaboration with market leaders, recognizing that technological leadership increasingly depends upon interconnected networks of research, investment, industrial production, and commercial cooperation rather than purely national capabilities.

To illustrate this point, Assoc. Prof. Wong referred to developments within the global electric vehicle industry. He observed that successful firms increasingly pursue partnerships across national boundaries rather than relying exclusively upon domestic production or political protection. As an example, he pointed to the willingness of companies such as Tesla to cooperate with leading Chinese electric vehicle manufacturers, demonstrating that commercial realities often encourage collaboration even amid broader geopolitical competition. Europe, he suggested, should draw lessons from such developments. Instead of viewing technological interdependence solely as a source of vulnerability, policymakers should also recognize its potential to accelerate innovation and strengthen long-term competitiveness.

Underlying this recommendation was Assoc. Prof. Wong’s broader conviction that Europe must cultivate a more confident understanding of its own strategic interests. Throughout the lecture, he consistently argued against framing international politics in rigid ideological or binary terms. Europe need not choose between unconditional alignment with Washington and comprehensive confrontation with Beijing. Nor should strategic autonomy be interpreted as strategic isolation. Rather, genuine autonomy requires the capacity to cooperate, compete, and disagree with multiple partners according to Europe’s own evolving interests and priorities.

As the lecture drew to a close, Assoc. Prof. Wong returned to the central theme that had connected each stage of his analysis: the European Union’s search for strategic autonomy in an era of profound geopolitical transformation. He suggested that this search cannot be reduced to military capability alone, nor can it be achieved solely through economic regulation or institutional reform. Strategic autonomy ultimately demands a broader intellectual shift in how Europe understands power itself. In a world where technological leadership, supply chains, innovation ecosystems, and digital infrastructure increasingly determine geopolitical influence, economic security has become inseparable from foreign policy and strategic decision-making.

The lecture concluded on a cautiously optimistic note. While Assoc. Prof. Wong openly acknowledged Europe’s relative decline in several domains—including demographic growth, technological innovation, and global market share—he rejected narratives of inevitable European marginalization. The Union continues to possess significant assets: one of the world’s largest integrated markets, highly developed regulatory institutions, advanced research capacities, and an enduring commitment to multilateral cooperation. Whether these strengths can be translated into sustained geopolitical influence, however, will depend upon Europe’s willingness to adapt to an international environment that increasingly rewards flexibility, innovation, and strategic pragmatism rather than reliance upon inherited assumptions.

Taken as a whole, Assoc. Prof. Wong’s lecture offered far more than an assessment of the European Union’s emerging economic security policies. It presented a comprehensive reflection on Europe’s place within a rapidly evolving international order, urging participants to reconsider established geopolitical narratives and to approach strategic autonomy not as a slogan but as an ongoing process of political, economic, and intellectual adaptation. By combining insights from European integration studies, international relations theory, and an Asian perspective on global power shifts, the lecture challenged participants to think beyond conventional dichotomies and to appreciate the complexity of Europe’s strategic choices in what is becoming an increasingly multipolar and geoeconomically contested world.

Conclusion

Associate Professor Reuben Wong’s lecture offered a sophisticated and timely examination of one of the European Union’s most pressing strategic dilemmas: how to preserve political autonomy, economic resilience, and regulatory influence amid an increasingly fragmented international order. Moving beyond conventional policy debates, he challenged participants to reconsider Europe’s assumptions about alliances, power, and globalization through a realist yet forward-looking analytical framework. 

By juxtaposing strategic autonomy with de-risking, normative influence with market power, and geopolitical competition with technological transformation, Assoc. Prof. Wong demonstrated that Europe’s future will depend not only on strengthening its economic security instruments but also on redefining its strategic identity in a rapidly evolving multipolar world. Perhaps the lecture’s greatest contribution lay in its distinctly Asian perspective, which encouraged participants to look beyond transatlantic paradigms and appreciate the profound shifts taking place in global power distribution. 

Ultimately, the session reinforced the Summer School’s central message that Europe’s future between the Atlantic and the Indo-Pacific will be determined not by choosing between competing great powers, but by developing the confidence, capabilities, and strategic vision necessary to engage an increasingly interconnected and contested world on its own terms.

SS2026-Lecture4

ECPS Academy Summer School 2026 – Prof. Alasdair Young: Populism Trumped Transatlantic Trade Cooperation

Can the transatlantic trading order survive the rise of populism? In his lecture at the ECPS Academy Summer School 2026, “Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition,” Professor Alasdair Young argues that Donald Trump’s second presidency marks a fundamental break with more than seventy years of EU–US trade cooperation. Moderated by Dr. Jessica Lawrence, the session explores how populist narratives, protectionism, geopolitical rivalry, and legal innovation are transforming the politics of international trade. Combining historical perspective with international political economy and trade law, Professor Young demonstrates that the future of transatlantic relations will depend not only on commercial negotiations but also on reconciling economic openness with democratic legitimacy, strategic autonomy, and global stability.

Reported by ECPS Staff

The transformation of transatlantic trade relations has become one of the defining features of the contemporary international political economy. For more than seven decades, the economic partnership between the European Union and the United States served as one of the principal pillars of the liberal international order, underpinning global trade liberalization, multilateral governance, and unprecedented levels of economic integration. Although the relationship periodically experienced disputes over agricultural regulation, industrial subsidies, market access, and monetary policy, these conflicts were generally managed within a shared commitment to rules-based cooperation and institutional compromise. Today, however, intensifying geopolitical rivalry, the resurgence of economic nationalism, the growing politicization of trade, and the rise of populist politics have fundamentally altered the assumptions that long sustained transatlantic economic cooperation. Understanding this transformation therefore requires moving beyond conventional analyses of tariffs and trade balances to examine the deeper political, institutional, and ideological forces reshaping the global trading system.

These questions lay at the heart of the ECPS Academy Summer School 2026, held under the theme Europe Between Oceans: The EU in the Age of Geoeconomics, Populism, and Strategic Competition.” Bringing together leading scholars and participants from around the world, the programme explored how geopolitical competition, strategic autonomy, democratic polarization, and technological rivalry are redefining Europe’s external relations and the future of global governance. Within this broader intellectual framework, Professor Alasdair Young, Neal Family Chair at the Sam Nunn School of International Affairs at the Georgia Institute of Technology, delivered a historically grounded and theoretically sophisticated lecture entitled “Populism Trumped Transatlantic Trade Cooperation.” Drawing upon decades of research on European Union trade policy and international political economy, Professor Young argued that the second Trump administration represents not simply another period of transatlantic commercial tension but a fundamental break with the cooperative logic that has characterized EU–US trade relations since the creation of the post-war trading order. By situating recent tariff disputes within the longer evolution of the General Agreement on Tariffs and Trade (GATT), the World Trade Organization (WTO), and the broader history of transatlantic economic integration, he demonstrated that contemporary protectionism reflects a deeper transformation in the politics of international trade itself.

The session was expertly moderated by Dr. Jessica Lawrence, Senior Lecturer at the University of Essex School of Law, whose scholarship on international economic law, World Trade Organization governance, European Union internal market regulation, and the intersection of trade with broader public policy objectives provided an ideal intellectual point of departure for the discussion. Her introductory remarks effectively framed the lecture by emphasizing that recent developments—from the so-called “Liberation Day” tariffs and regulatory disputes to growing tensions over sustainability standards, digital governance, and industrial policy—should be understood not as isolated trade disagreements but as manifestations of broader geopolitical and institutional change. By encouraging participants to consider whether transatlantic trust has been fundamentally weakened, whether the WTO can continue to anchor the global trading system, and whether regional arrangements may increasingly displace multilateral governance, Dr. Lawrence situated Professor Young’s lecture squarely within the Summer School’s overarching exploration of geoeconomics, populism, and strategic competition.

Combining historical analysis, international political economy, trade law, and comparative politics, Professor Young challenged participants to rethink the relationship between populism and international commerce. He argued that Donald Trump’s protectionist agenda cannot be adequately explained through conventional accounts centered on sectoral interests or geopolitical competition alone. Instead, it reflects a distinctive populist conception of trade in which imports, trade deficits, and international economic interdependence are interpreted as evidence of exploitation by foreign actors enabled by domestic political elites. Equally significant was his analysis of the European Union’s response, which demonstrated that Europe’s acceptance of an asymmetrical trade agreement reflected not diplomatic weakness, but the complex strategic constraints imposed by wider security considerations, including NATO and the war in Ukraine. Offering a rich synthesis of historical perspective and contemporary policy analysis, the lecture provided participants with a compelling analytical framework for understanding how populism, protectionism, legal innovation, and geopolitical rivalry are collectively reshaping one of the world’s most consequential economic partnerships and, with it, the future of the liberal international economic order.

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