Dr. Hugo Ferrinho Lopes is an invited assistant professor at EEG-UMinho and Iscte-IUL, and an associate researcher at ICS-ULisbon.

Dr. Lopes: Ventura Mobilized ‘Latent Populists,’ but Authoritarian Appeals in Portugal Have Limits

André Ventura’s qualification for the presidential runoff marks a critical moment in Portuguese politics, long viewed as resistant to far-right breakthroughs. In this interview with the ECPS, Dr. Hugo Ferrinho Lopes (EEG-UMinho & Iscte-IUL; ICS-ULisbon) argues that Ventura’s advance is “less a sudden presidential earthquake than a clear manifestation” of an ongoing party-system shift—deepened by fragmentation on the mainstream right and declining abstention. Dr. Lopes explains how Chega mobilized “latent populists” once a viable radical-right option emerged, while also stressing the limits of authoritarian and nativist appeals in a second-round contest that requires broader legitimacy. The result, he suggests, is a normalized but still constrained radical right: agenda-setting and organizationally consolidated, yet facing ceilings shaped by elite incentives, affective polarization, and presidential norms of moderation.

Interview by Selcuk Gultasli

The qualification of André Ventura, leader of the populist radical right party Chega, for the presidential runoff marks a watershed moment in contemporary Portuguese politics. Long regarded as an exception within Southern Europe for its resistance to far-right breakthroughs, Portugal now finds itself grappling with a transformed party system, declining abstention, and the normalization of a radical right actor at the highest symbolic level of the state. In this wide-ranging interview with the European Center for Populism Studies (ECPS), Dr. Hugo Ferrinho Lopes, an invited assistant professor at EEG-UMinho and Iscte-IUL, and an associate researcher at ICS-ULisbon, offers a nuanced and empirically grounded analysis of what Ventura’s rise does—and does not—signify for the future of Portuguese democracy. 

At the core of Dr. Lopes’s argument is a rejection of the idea that Ventura’s presidential advance represents a sudden rupture. Instead, he situates it within a longer trajectory of party-system transformation. As he notes, Ventura’s runoff presence is “less a sudden presidential earthquake than a clear manifestation of a party-system shift that has already been underway,” one that began with Chega’s parliamentary breakthrough and was accelerated by fragmentation on the mainstream right. In Sartorian terms, Portugal is experiencing increasing ideological distance and fragmentation, dynamics that presidential elections—through personalization and strategic voting—tend to amplify.

A central theme running through the interview is the role of political supply. Dr. Lopes emphasizes that Chega did not emerge because Portuguese voters suddenly radicalized, but because a long-standing gap on the cultural and conservative dimension of party competition was left unfilled. This allowed Ventura, an experienced political communicator with extensive media exposure, to capture what Dr. Lopes describes as “latent populists who were activated once a viable alternative became available.” Importantly, this mobilization was facilitated by institutional conditions—such as a lower effective electoral threshold in 2019—and by Chega’s rapid transition from entrepreneurial project to organizationally consolidated party.

Yet the interview also highlights the limits of Ventura’s appeal. Despite declining abstention disproportionately benefiting Chega, Dr. Lopes stresses that Ventura’s electorate remains strikingly stable rather than expansive. “Ventura is competing against himself,” he observes, as voters from eliminated candidates increasingly coalesce behind his opponent in the runoff. This pattern reflects what he characterizes as a de facto cordon sanitaire driven less by formal elite coordination than by affective polarization and voter hostility toward the far right.

Perhaps most importantly, Dr. Lopes cautions against overestimating the governing potential of authoritarian rhetoric in Portugal. While Chega has successfully imposed issues such as immigration and security on the national agenda, “relying solely on authoritarian and nativist appeals is insufficient” in a second-round presidential contest that demands broader democratic legitimacy. The interview thus paints a picture of a radical right that is normalized, agenda-setting, and organizationally entrenched—but still constrained by institutional structures, elite incentives, and the enduring appeal of moderation in Portuguese presidential politics.

Together, these insights offer a sober prognosis: Chega has reshaped the political landscape, but its path toward governing viability remains uncertain, contested, and far from inevitable.

Here is the edited version of our interview with Assistant Professor Hugo Ferrinho Lopes, revised slightly to improve clarity and flow.

Ventura’s Runoff Is No Shock—It’s the Symptom of a Shifting Party System

André Ventura of the Chega party speaking during the plenary session of the Portuguese Parliament debating the government’s motion of confidence, March 11, 2025.

Dr. Hugo Ferrinho Lopesthank you very much for joining our interview series. Let me start right away with the first question: Ventura’s qualification for the presidential runoff marks an unprecedented moment for the Portuguese far right. How should we interpret his first-round performance in relation to the 2024 snap elections? Should it be understood as a continuation of party-system transformation toward polarized pluralism, or as a distinct presidential dynamic reshaping existing voter coalitions?

Dr. Hugo Ferrinho Lopes: Thank you very much for having me. I would argue that this development largely reflects the ongoing transformation of Portugal’s party system. Ventura’s presence in the runoff is less a sudden presidential earthquake than a clear manifestation of a party-system shift that has already been underway.

What I mean is that, one year earlier, in the general parliamentary elections, Chega’s legislative breakthrough signaled a departure from the traditional two-party system. In the first round of the 2026 presidential election, this shift was further reinforced by a coordination problem on the mainstream right. We witnessed several viable center-right and right-wing candidates competing simultaneously, which fragmented the vote and lowered the threshold for Chega to secure second place—an outcome that Ventura ultimately achieved.

In Sartorian terms, the longer-term trend in Portugal points to increasing fragmentation and growing ideological distance among the main parties and candidates. The distinct dynamics of presidential elections—shaped by personalization and strategic voting—are likely to accelerate a transformation that is already well underway in the Portuguese political system.

Why Declining Abstention Worked in Ventura’s Favor

The decline of abstention has been one of the most striking features of recent Portuguese elections. To what extent does the 2026 first round confirm your earlier finding that increases in turnout disproportionately benefit Chega, and what does this suggest about the political activation of previously disengaged voters?

Dr. Hugo Ferrinho Lopes: There are two main points I would like to emphasize here. First, the incumbent president, Marcelo Rebelo de Sousa, is constitutionally barred from running for a third term. In Portugal, when presidential elections take place without an incumbent seeking re-election, turnout tends to increase and abstention tends to decline, because the perceived odds of victory for competing candidates are higher. Historically, all Portuguese presidents who have run for a second term have been re-elected. From this perspective, it was expected that abstention would decrease in this election, at least in the first round.

Second, and more importantly, we know that turnout is closely related to voting for the far right in Portugal. In this election in particular, voting-intention data from public opinion polls show that Ventura had the most stable base of support. This means that he retained the largest share of voters who had previously voted for Chega in the legislative elections, compared to any other candidate.

By contrast, António José Seguro, who also advanced to the runoff, was less stable among socialist voters. Similarly, Luís Marques Mendes —supported and endorsed by the center-right PSD and CDS, the governing coalition—lost a significant number of votes from his party to other right-wing candidates.

As a result, we observed a first round in which Ventura amassed the largest number of votes from his own party relative to any other candidate. Other contenders not only needed to mobilize their core constituencies but also attempted to attract voters from different ideological camps. This proved far more difficult for them, and this dynamic is closely related to patterns of abstention.

Issue Ownership Opened the Door for Chega

Sign of the right-wing conservative political party Chega, led by André Ventura, in Faro, Portugal, March 16, 2023. Photo: Dreamstime.

In your work on the 2024 elections, you emphasize the “supply side” of party competition. Which supply-side factors—party fragmentation, leadership credibility, agenda ownership, or organizational reach—were most decisive in enabling Ventura’s advance to the runoff?

Dr. Hugo Ferrinho Lopes: That is a very interesting question. The first factor I would highlight is issue ownership. Applying a supply–demand logic to politics, Portugal experienced, for more than four decades, what is often described as “Portuguese exceptionalism” toward the far right: unlike in many other countries, the far right was unable to break through to Parliament. However, this situation left an opening on the supply side of party competition—particularly in the cultural and conservative dimension—for a new challenger party on the right to emerge.

For example, while the radical left in Portugal has been strong in Parliament for decades and has enjoyed stable representation—indeed, more than one radical left party has been represented—no radical right party managed to enter Parliament until 2019, with the emergence of André Ventura and Chega. Why did this happen?

First, it was due to this long-standing breach on the supply side of party competition. Second, it was related to leadership. André Ventura is an experienced politician who came from the PSD. He left the party following an internal split and benefited from extensive media coverage. Prior to founding Chega, he was a football commentator, which gave him a level of public visibility that previous far-right candidates had lacked.

There is also an additional institutional explanation. In the 2019 elections, the effective threshold of the electoral system was lower, making it easier for parties to enter Parliament with fewer votes than in previous elections. A recent example is LIVRE—a left libertarian party—which failed to enter Parliament in 2015 but secured one MP in 2019. Chega and the Liberal Initiative on the right similarly entered Parliament in 2019 with fewer votes than would have been required in earlier elections.

Once inside Parliament, the media coverage Ventura received and the institutional space to disseminate his message made further growth much easier in the years that followed.

The De Facto Cordon Sanitaire Around Chega

Election night event of the Democratic Alliance (AD)—a coalition of the Social Democratic Party (PSD) and the CDS–People’s Party—held at the Epic Sana Marquês Hotel, Lisbon, Portugal, on 18 May 2025. Photo: Ricardo Rocha.

Portugal’s presidential elections traditionally reward moderation and cross-party appeal. Does Ventura’s strong showing indicate a weakening of this logic, or has Chega successfully adapted its populist appeal to the presidential arena without fundamentally expanding its social base?

Dr. Hugo Ferrinho Lopes: Ventura’s presidential campaign is, in many ways, a continuation of the strategy he pursued in the parliamentary elections one year earlier. That said, presidential elections in Portugal have historically favored moderation and centrist candidates, and this pattern was still visible in the first round. If we look at the vote shares, candidates occupying moderate ideological positions collectively garnered far more support than Ventura. We are seeing a similar dynamic unfold in the runoff campaign.

Although we have only limited data so far, as the second-round campaign has just begun, most supporters of the eliminated candidates indicate that they are inclined to vote for Seguro rather than Ventura in the runoff. This reinforces my earlier point: Ventura’s support base is remarkably stable, with only marginal expansion beyond his core voters, while supporters of other candidates tend to coalesce around the alternative contender.

What does this imply? Essentially, Ventura is competing against himself, attempting to marginally expand his vote share, while all other candidates—now consolidated behind Seguro, who placed first in the opening round—are effectively competing against Ventura. In this sense, it becomes a contest of Ventura versus everyone else. This pattern aligns with findings in the literature on affective polarization, which show that the far right tends to be the primary target of hostility and negative affect, often to a greater extent than the hostility expressed by right-wing voters toward other parties. In practice, this amounts to a de facto cordon sanitaire around Chega in the second round.

Grievance, Not Poverty, Fuels Chega’s Regional Strength

Chega has performed particularly well in regions historically dominated by the center-right and, in some cases, the left. How do you assess the role of territorial grievance, regional economic restructuring, and perceived political neglect in shaping Ventura’s first-round electoral geography?

Dr. Hugo Ferrinho Lopes: That’s a very good question. Ventura’s electoral geography fits a broader European pattern. Places that feel bypassed by economic growth and unheard by the political center—namely Lisbon—tend to become more receptive to anti-establishment political entrepreneurs. Recent work on Portugal, for example a study by João Cancela and Pedro Magalhães links radical right support in these regions—often rural and formerly left-wing, even communist, strongholds—to perceived political neglect and broader economic transformations, rather than to a simple story of poverty.

What this suggests is that the key mechanism is often mediated: grievance, distrust, and resentment create openness to punitive, nativist, and anti-elite messaging, rather than voting behavior being driven solely by material hardship. In southern Portugal and in rural areas more broadly, voters are therefore more likely to support the radical right because they feel politically neglected and marginalized by decision-makers.

The Youth Gender Gap and Chega’s Electoral Future

Post-2024 analyses highlighted Chega’s disproportionate support among young, less-educated men and the emergence of a “modern gender gap.” How does the 2026 first-round vote confirm or complicate this sociological profile, and what does it imply for long-term ideological realignment?

Dr. Hugo Ferrinho Lopes: At this stage, we have very limited data from the first round, so any assessment must remain tentative. More robust evidence will emerge in the coming months. That said, existing data for Portugal point to a pronounced youth gender gap in far-right support, with young men far more likely than young women to back far-right parties—Chega in particular. This pattern is also consistent with trends observed across other European and Western democracies.

If this profile is reproduced in the second round of the 2026 presidential elections, it would suggest the presence of a pipeline for long-term ideological realignment. If, however, the pattern softens, it would indicate that Ventura’s presidential surge reflects coalition broadening rather than cohort deepening. Ultimately, more data will be needed to assess this dynamic conclusively.

Is Chega Still Expanding—or Hitting Its Limits?

Guarda, Portugal — June 12, 2018: The ancient Jewish quarter (Judiaria) of Guarda, Portugal, where residents live amid streets that retain much of their 14th-century character. Photo: Dreamstime.

Your research on party membership switching suggests that Chega mobilized “latent populists” rather than converting ideologically moderate voters. Does Ventura’s presidential performance suggest that this reservoir of latent support is still expanding, or are we approaching a ceiling effect?

Dr. Hugo Ferrinho Lopes: We may be approaching a ceiling effect, but it is still too early to tell. What we know so far relates to the supply-side dynamics I mentioned earlier. Many party members who were previously housed in other parties switched to Chega once a viable radical-right alternative became available. These were politically interested citizens who had already chosen to participate in politics through the options available to them at the time. When this new option emerged and became electorally viable—which is crucial—they felt able to switch to it.

That said, we do not yet know whether a ceiling effect has been reached, because this would require observing at least one election in which Chega or Ventura stops growing. At this stage, we cannot determine whether citizens’ preferences are stabilizing or continuing to shift over time.

What we do know, however, is that the far right has been increasingly successful in imposing its agenda on the media and on other political parties. These actors are now responding to the incentives set by the far right by prioritizing issues such as security and immigration. Immigration is a good example. For decades, Portugal stood out as one of—perhaps even the—European countries where the salience of immigration was lowest. In the standard Eurobarometer question asking citizens to name the three most important issues facing their country, immigration was frequently mentioned in most European democracies, but far less so in Portugal.

Although immigration remains less salient in Portugal than in many other countries, its importance has increased significantly over the past two years. This signals that Ventura and Chega have been able to place this issue firmly on the political agenda. We have also seen other parties responding to this rising salience, not only by positioning themselves against it, but also through concrete policy responses—for example, government legislation on the issue.

From Abstainers to the Right: A Narrow Path to Expansion

Chega’s rise has been driven largely by voters defecting from the mainstream center-right. How has this pattern shaped Ventura’s claim to leadership of the “non-socialist space” in the presidential election, and what limits does it impose on his runoff strategy?

Dr. Hugo Ferrinho Lopes: Ventura can plausibly claim that he represents the pole of the non-socialist electorate, but there are two important caveats. First, he draws more support from former abstainers than from the mainstream right, even though he does attract some voters from the PSD and CDS. Overall, however, his gains come primarily from previously disengaged voters rather than from direct transfers within the center-right.

Second, the runoff presents a different strategic context. In the second round, Ventura must rely on voters from parties that are unwilling to formally endorse him. A clear example is the PSD leadership, which refused to support either of the two candidates who advanced to the runoff. In this context, mobilizing center-right voters through individual-level choices rather than party-led coordination is far more difficult, creating a ceiling for Ventura’s expansion. Without elite cues and under greater public scrutiny, it becomes harder for Chega—and for Ventura in particular—to move beyond its core protest electorate.

Ventura the Brand, Chega the Machine

André Ventura of the Chega party speaks during a plenary session of the Portuguese Parliament debating the government’s motion of confidence in Lisbon, Portugal on March 11, 2025. Photo: Ricardo Rocha.

Presidential elections personalize politics more strongly than legislative contests. To what extent is Ventura’s success best explained by André Ventura as a political entrepreneur, rather than by Chega as a party organization?

Dr. Hugo Ferrinho Lopes: Ventura is clearly the brand; he is a political entrepreneur, as I have noted before. At the same time, Chega as a party has increasingly become the organizational machine that makes this brand effective. Ventura is electorally viable, and when he is not running, Chega’s results tend to be significantly lower than when he is on the ballot. Still, the party structure matters, and Chega now has a substantial grassroots base actively working on its behalf.

In presidential elections, voters tend to reward candidate-centered campaigns, making the contest highly personalized. In this respect, Ventura’s media skills are a clear asset. Yet Chega’s rise as a major political actor also signals growing organizational penetration and normalized visibility. What we are witnessing is a shift from an initial entrepreneurial breakthrough driven by Ventura toward a gradual—but increasingly solid—process of party institutionalization by Chega itself. This is an incremental development, not one that occurs overnight.

Authoritarian Appeals Mobilize Some—but Not Enough

Your findings indicate that Chega switchers often exhibit higher authoritarian attitudes than first-time party members. How might this shape Ventura’s rhetoric and positioning in a second-round contest that requires broader democratic legitimacy?

Dr. Hugo Ferrinho Lopes: First, my findings suggest that switchers resemble latent populists who were activated by the rise of Chega as a viable alternative. However, when we examine the data in more detail, we see that the higher levels of authoritarian values are driven mainly by former right-wing party members who switched to Chega.

What does this mean? It means that most of Chega’s base—around 74 percent—consists of first-time members who joined the party for a variety of reasons. In contrast, those coming from right-wing parties joined Chega primarily because they felt that the PSD and CDS no longer represented what they considered important in the sociocultural domain, particularly in terms of values and authoritarian preferences. As a result, these attitudes are not evenly distributed across Chega’s grassroots.

Second, in the context of the presidential runoff, Ventura needs to appeal to a much broader electorate. Relying solely on authoritarian and nativist appeals is therefore insufficient, as he must attract voters from the center-right. Voters who have not previously switched electorally to Chega are unlikely to do so based only on authoritarian cues. Consequently, Ventura needs to go beyond these appeals in the second round.

Anti-System Rhetoric Meets Institutional Trust

Some Chega supporters display relatively higher institutional trust than expected for a populist radical right electorate. How does this tension shape Chega’s “anti-system” discourse when competing for an institutionally symbolic office like the presidency?

Dr. Hugo Ferrinho Lopes: Chega’s base within the party generally distrusts politicians and political institutions. However, within its grassroots—at the level of party membership—those who switched from another party to Chega tend to display higher levels of institutional trust. This points to a legacy effect among those who were politically experienced prior to joining Chega, even though overall trust in institutions remains quite low. This suggests that many of these switchers moved to Chega primarily for ideological reasons, not solely because of institutional distrust or anti-elite sentiments. They are therefore mobilized more by ideological cues than by explicitly anti-system appeals.

This tension produces a dual message for the party. On the one hand, Chega needs to argue that the system is broken; on the other, it must present itself as capable of safeguarding the nation’s institutions. This balancing act is particularly difficult in presidential elections, given the debates surrounding the limits of presidential power and the Constitution—whether Ventura embraces those limits or seeks to revise them. Since the president does not hold executive power, the role is closer to that of a moderator. Ventura must therefore convince his electorate that he can still meaningfully influence policy despite not being part of the executive or the cabinet.

Between Containment and Accommodation

The refusal of the PSD to endorse a runoff candidate highlights elite fragmentation on the right. How does Ventura’s runoff presence recalibrate elite incentives around containment, tacit accommodation, or strategic neutrality?

Dr. Hugo Ferrinho Lopes: The PSD’s neutrality is a way of avoiding two risks at once: legitimizing Ventura on the one hand, and alienating voters who might defect if given explicit instructions on the other. In terms of party competition, this reflects a form of elite coordination failure with a strategic rationale. The party is attempting to contain Chega organizationally while allowing individual voters the space to vote strategically in the runoff.

Over time, this situation recalibrates elite incentives. Some elites double down on non-accommodation, while others experiment with selective or tacit accommodation toward Chega. Despite this, most PSD elites are, in practice, supporting Seguro against Ventura in the runoff.

Above all, the governing party is trying to avoid giving Ventura the opportunity to claim that it is aligned with the Socialists or the left, or to be accused of accommodating the left rather than the right. Nevertheless, the reality is that most governing party elites are backing Seguro against Ventura.

This stance is neither full strategic coordination nor outright accommodation; rather, it represents an attempt to occupy a middle ground. That strategy carries risks for PM Luís Montenegro and the governing party, because they do not want Ventura to secure even a single vote more than Chega obtained in the legislative elections. Otherwise, Ventura could claim—despite losing the presidential race—that he enjoys greater electoral legitimacy than the prime minister, on the grounds that more voters support him than the government. There is therefore a shadow form of strategic coordination aimed at preventing Ventura from achieving further electoral success.

Normalizing Chega at the Presidential Level

Photo: Tatiana Golmer.

Portugal’s semi-presidential system grants the president significant agenda-setting and veto powers. Even if Ventura is unlikely to win, how might his normalization as a runoff contender reshape expectations about presidential authority and democratic restraint?

Dr. Hugo Ferrinho Lopes: If Ventura loses the election, then there is no immediate risk. What it does is normalize the idea that a Chega-aligned presence in the presidential arena is thinkable, and it extends the party’s shadow over issues such as veto power, agenda-setting, and signaling—particularly through the president’s ability to publicly highlight certain issues as priorities when meeting weekly with the prime minister. International coverage of this election has often emphasized that the Portuguese presidency, despite frequently being described as largely ceremonial, still retains meaningful powers, including the veto and the dissolution of Parliament, which can be consequential under minority governments, such as the current one. However, with Ventura remaining outside the presidency, it is unlikely that expectations regarding presidential powers themselves—rather than government stability or future alternation in office—will change in any significant way.

An Uncertain Path for Portugal’s Radical Right

And finally, Professor Lopez, taken together—rising turnout, party-system fragmentation, youth realignment, and Chega’s organizational consolidation—what is your best scholarly prognosis for the populist radical right in Portugal? Are we witnessing a durable opposition hegemony, a future coalition actor, or the gradual construction of governing viability?

Dr. Hugo Ferrinho Lopes: That is a very good question, and one to which I do not have a clear answer—both in the absence of a crystal ball and because current government signals point in different directions. The government has been pursuing piecemeal deals with both the Socialists and the radical right to pass legislation, while the opposition often coordinates to block the government, including cooperation between the Socialists and the far right. As a result, the situation remains difficult to assess.

That said, as long as Luís Montenegro remains the leader of the PSD, the party is unlikely to enter a coalition with the radical right or include it in government. However, if Ventura were to win an election at some point, Montenegro would likely resign as PSD leader, and it is unclear who would succeed him or what strategy a new leader would adopt—whether a German-style cordon sanitaire or a path toward accommodation or coalition-building with the far right.

At this stage, the trajectory remains highly unpredictable. I realize this may not be the definitive answer you were hoping for, but it is the most accurate one that can be offered at present.

Flags of the Quad countries—Japan, Australia, the United States, and India—symbolizing strategic cooperation in the Indo-Pacific. Photo: Sameer Chogale.

Pax Americana to Pax Silica: Strategic Shifts in US Security Policy

From Pax Americana to Pax Silica, US grand strategy is undergoing a quiet but consequential transformation. In this timely commentary, Dr. Prerna Chahar argues that recent US security documents—the 2025 National Security Strategy and the 2026 National Defense Authorization Act—signal a shift away from global stewardship toward a selective, technology-centered, and leverage-driven order. Rather than underwriting international rules and alliances, Washington is increasingly exercising power through control over strategic technologies, supply chains, and infrastructural chokepoints—a model Dr. Chahar conceptualizes as Pax Silica. This reorientation prioritizes hemispheric consolidation, technological dominance, and transactional partnerships over normative leadership. For partners such as India, the implications are profound: engagement remains valuable but conditional, reinforcing the logic of strategic autonomy, calibrated cooperation, and multi-alignment in a fragmented global order.

By Prerna Chahar*

What is unfolding in US security policy is neither isolationism nor traditional internationalism, but a selective strategy centered on leverage, technology, and regional primacy. American grand strategy is undergoing a quiet yet consequential transformation one that redefines how power is exercised, how partnerships are valued, and how international order is sustained. Recent US strategic documents, the National Security Strategy (NSS), and the National Defense Authorization Act (NDAA) point to a decisive shift away from managing global order toward consolidating national advantage, with far-reaching implications for allies and partners.

The National Security Strategy (NSS), published on December 4, 2025, and the National Defense Authorization Act (NDAA) for Fiscal Year 2026, signed into law on December 18, 2025, together confirm that the era of Pax Americana characterized by institutional stewardship, alliance management, and normative leadership is giving way to a more selective, technology-centered, and transactional order. This emerging configuration may be described as Pax Silica: an order grounded less in alliances and rules and more in control over technology, supply chains, and strategic chokepoints.

NSS and NDAA: Reframing US Grand Strategy

The framing of the NSS 2025 itself signals a deliberate break from earlier approaches to American grand strategy. Four recurring themes encapsulate this reorientation.

First, the strategy explicitly rejects “old policies,” portraying past commitments to liberal internationalism, open-ended multilateralism, and interventionism as having diluted US sovereignty, weakened economic resilience, and overstretched strategic focus. This narrative of rupture legitimizes a more restrained and interest-driven approach to global engagement.

Second, the NSS defines what America wants with unusual clarity. Rather than emphasizing the maintenance of international order, it articulates bounded national priorities border security, economic nationalism, technological dominance, and hemispheric stability. Global leadership is no longer treated as an intrinsic responsibility but as a derivative of clearly specified national interests.

Third, both the NSS and the NDAA foreground American strength in material rather than normative terms. The NDAA 2026 authorizes over $900 billion in national defense funding, making it one of the largest defense policy bills in recent history. This level of spending underscores a sustained emphasis on military readiness, industrial capacity, and technological superiority. Military capability, innovation ecosystems, industrial depth, and technological leadership take precedence over values-based diplomacy, institutional rule-making, or normative influence.

The NDAA further operationalizes this shift through enhanced cybersecurity authorities, frameworks for the secure development and deployment of artificial intelligence and machine-learning systems and strengthened protections for US Cyber Command and digital infrastructure. It also expands authorities related to airspace security and counter-unmanned aerial systems under provisions such as the Safer Skies Act broadening civil and federal counter-drone capabilities. Together, these measures reflect the logic of Pax Silica, in which control over technology and infrastructure replaces institutional stewardship as the primary currency of influence.

Fourth, the NSS report clarifies the renewed strategic focus on the Western Hemisphere. While global competition remains important, the strategy prioritizes hemispheric stability, border control, migration management, and economic dominance within the Americas. This represents a modernized revival of Monroe Doctrine logic, where securing influence in the immediate neighborhood is treated as foundational to national security. Engagement beyond the hemisphere is increasingly selective and interest-driven, filtered through considerations of domestic security, economic resilience, and technological advantage rather than assumptions of automatic leadership. The NDAA reinforces this orientation by prioritizing resources for homeland protection, maritime domain awareness in the Atlantic and Caribbean, and defense readiness tied to territorial security. Together, these documents signal a shift from global managerial ambitions toward consolidation of power closer to home.

Taken collectively, these elements reflect a fundamental strategic reorientation. Rather than presenting the United States as the custodian of international order, the NSS positions it as a state intent on consolidating advantage, preserving autonomy, and exercising leverage. This underscores the durability of what may be termed the Trump Corollary: the notion that alliances, institutions, and global engagements are instruments to be justified by tangible returns rather than commitments sustained for systemic stability or normative leadership.

US ‘Pax Silica’: Renewed Instrument of Power

Within this hemispheric and technological reorientation, Pax Silica captures the defining feature of the emerging order: power exercised through technological and infrastructural dominance rather than institutional rule-making. Semiconductors, artificial intelligence, critical minerals, digital platforms, and financial networks now constitute the backbone of strategic competition. Control over access to these systems enables coercion and influence without overt force.

Edward Fishman, in his book Chokepoints: American Power in the Age of Economic Warfare, demonstrates how American power increasingly operates through the regulation of markets, technology flows, and supply chains, an approach clearly visible in export controls, investment screening, and technology-denial regimes embedded in both the NSS and the NDAA. Unlike Pax Americana, which relied on openness, predictability, and alliance cohesion, Pax Silica is exclusionary and conditional. Cooperation is granted rather than guaranteed; access replaces inclusion as the principal mechanism of influence.

The most consequential aspect of this transition is the decoupling of power from stewardship. The United States remains pre-eminent, but it no longer seeks to underwrite global order as a public good. Instead, it prioritizes regional consolidation, technological control, and transactional leverage. This is not withdrawal, but re-hierarchization: the Western Hemisphere first, strategic technologies second, and global commitments contingent on domestic advantage.

Implications for India

The renewed US focus on the Western Hemisphere carries important implications for India. While the Indo-Pacific remains relevant, it is no longer the singular organizing theatre of US grand strategy. Engagement in Asia is increasingly shaped by cost-benefit calculations and capability contributions rather than long-term commitments to regional order. For India, this creates both opportunity and uncertainty. Reduced ideological pressure allows greater strategic autonomy, but transactional partnerships demand constant negotiation. Cooperation in defense, technology, and supply-chain resilience particularly in semiconductors and critical technologies remains valuable yet inherently conditional. India’s participation in groupings such as the Quad must therefore be understood as calibrated engagement rather than alignment, reinforcing the logic of multi-alignment and diversification.

Conclusion

The shift from Pax Americana to Pax Silica reflects a profound transformation in US statecraft. The renewed focus on the Western Hemisphere, combined with technological competition and transactional diplomacy, marks a move away from global stewardship toward selective, leverage-based power. For partners such as India, the challenge is to engage without illusion cooperating where interests converge, hedging where vulnerabilities emerge, and sustaining strategic autonomy in a world where leadership is fragmented and power is increasingly exercised through control rather than consensus.


 

(*) Dr. Prerna Chahar is a scholar of International Relations with published research on US foreign policy in the Indo-Pacific, regional coalition-building, and India’s foreign policy. She holds a Ph.D. in International Relations from the Centre for the Study of the Americas (CCUS&LAS), School of International Studies, Jawaharlal Nehru University, New Delhi, India.

Emblem of the World Economic Forum (WEF) in Davos, Switzerland. Photo: Dreamstime.

From the ‘End of History’ to the ‘End of a Fiction’: What Davos 2026 Really Announced

Davos 2026 revealed a global order no longer converging on a single liberal model, but sliding into a harsher era in which power increasingly outweighs rules and “integration” is reframed as vulnerability. The most striking paradox was that this diagnosis came not from critics at the margins, but from the system’s own architects—transforming elite “candor” into a strategy for managing declining legitimacy. In a world shaped by fragmentation and coercive interdependence, China’s state-capitalist model is increasingly perceived as a more effective crisis-response framework, while the United States and Europe drift toward a troubling hybrid: adopting not China’s developmental strengths, but its coercive instruments of control. This dynamic reflects an emerging logic of reverse convergence—the West is no longer guiding the world toward liberalism, but being pulled toward the governance style of its principal rival.

By Ibrahim Ozturk

The Davos platform can be seen as a stage where dominant actors test narratives, identify legitimacy losses, and modify the public vocabulary they use to govern (or justify governing). It rarely makes formal decisions; instead, it indicates what elites believe they can still publicly defend—and what they can no longer convincingly pretend. Davos 2026, in that sense, can be viewed less as a policy summit and more as a diagnosis of the regime.

In this context, Davos 2026 is significant because the words spoken inside the room seemed less like a reaffirmation of the post-1990 liberal-global order and more like an early draft of its obituary. Larry Fink, Interim Co-Chair of the World Economic Forum (WEF) and CEO of BlackRock—one of the world’s largest asset managers—started with a blunt admission that the world trusts Davos and the WEF’s ability to shape the future “far less,” warning that the forum risks seeming “out of step with the moment: elites in an age of populism” (Fink, 2026). Mark Carney, Prime Minister of Canada, took it even further. He suggested that the problem isn’t just declining trust in institutions; it’s the collapse of the narrative foundations of the “rules-based liberal multilateral order” itself. He described “the end of a pleasant fiction… and the beginning of a harsh reality,” emphasizing that “we are in the midst of a rupture, not a transition” (Carney, 2026).

If anything was “announced,” then it was not a new treaty or a coordinated policy package. It was an elite confession: the old legitimating story no longer works.

What Exactly Is Ending?

The natural questions—What was declared at Davos? Is it the end of the Western system? Is Chinese-style state capitalism rising? —are the right ones. But they require careful separation of the West as power from the West as ideology, and of neoliberal globalization from liberal democracy. What seems to be ending is not “the West” as a geographical or civilizational fact, but a historically specific settlement—visible in three interlocking dimensions.

The end of the convergence myth: One part of the story traces back to assumptions about nineteenth- and twentieth-century modernization. Classical modernization thinking regarded history as a linear, stage-like process where societies would converge toward a single “advanced” model through diffusion, emulation, and integration—so that cross-civilizational differences would eventually appear as “time lags,” not alternative paths (Apter, 1965; Inglehart & Welzel, 2005; Rostow, 1960). In that framework, modernity was not just one option among many; it was seen as the expected endpoint of development.

Francis Fukuyama’s “end of history” thesis—initially presented as an essay and later expanded into a book—was a late-twentieth-century extension of this modernization perspective (Fukuyama, 1989, 1992). After the fall of Soviet-style planning, liberal capitalism seemed not just victorious but final: no significant systemic challengers remained, and future conflicts were seen as minor issues rather than real alternatives.

Davos 2026, however, seemed to quietly acknowledge that this convergence theory has run its course. After decades of “learning-by-doing” globalization, the idea that marketization, integration, and digitization would inevitably lead to liberal-democratic outcomes has become less convincing. Among many others, Öztürk (2025) calls this a fundamental “liberal fallacy,” revealed by post-2008 stagnation, growing inequality, and the resilience of authoritarian governance under capitalist conditions.

The decline of the authority of the “rules-based order” (as performance): A second aspect involves the public authority of institutional rules. Carney’s remarks illustrated a familiar phenomenon: states show belief in a rules-based order—displaying the “sign” publicly—while privately recognizing how often the rules break down in practice (Carney, 2026). His metaphor strongly mirrors Václav Havel’s assessment of late-socialist legitimacy: the system’s survival relied on ritualistic compliance and public participation in an official fiction, even when no one truly believed it (Havel, 1978).

In modern global politics, this is the credibility crisis of liberal internationalism: the rules exist, but enforcement seems selective; the universal language stays, but power distribution shapes outcomes. This is exactly where realism comes back—sometimes openly, sometimes disguised as “values-based pragmatism.”

The end of elite capitalism’s moral economy: Third, Davos 2026 hosted a legitimacy check on elite-led capitalism itself. Fink’s insistence that prosperity cannot be reduced to total GDP gains or stock-market success implicitly admits what critics have argued for decades: growth narratives do not automatically generate social approval when the distribution of wealth is unfair, public services decline, and opportunities disappear (Fink, 2026; Piketty, 2020).

This line closely mirrors Robert F. Kennedy’s well-known critique of national income accounting, asserting that GDP can measure “everything… except that which makes life worthwhile” (Kennedy, 1968). What once seemed like fresh wisdom at Davos in 2026 now appears as delayed recognition: a long-overdue admission that the legitimacy of capitalism cannot rely solely on aggregate indicators. Taken together, these three dimensions do not imply “the end of the West.” They signify the end of the West’s story about itself—the self-description of a system that universalizes its model as destiny, naturalizes its institutions as neutral rules, and considers legitimacy to be the automatic result of growth. Historically, when a hegemonic story collapses, systems rarely vanish overnight; instead, they change and adapt.

The Crisis of Corporate Capitalism as a Reflection of the System

Öztürk’s (2025) “reverse convergence” hypothesis provides one of the clearest ways to interpret Davos 2026. It avoids two lazy conclusions— (1) “China is replacing the West,” and (2) “nothing changes; it’s only noise”—by arguing that the direction of convergence has reversed. Liberal democracies are increasingly adopting illiberal governance techniques (expanded surveillance, executive discretion, securitized policy frames, controlled pluralism), while authoritarian regimes are adopting capitalist tools (market mechanisms, technological dynamism, corporate scale) without liberalizing. This is not ideological convergence through persuasion. It is functional convergence driven by systemic pressure.

Here, Karl Polanyi’s concept of the “double movement” becomes central: disembedded markets cause social division and political backlash, but the protective countermovement can be seized—redirected into nationalist, exclusionary, or authoritarian forms instead of democratic re-embedding (Polanyi, 1944). Fernand Braudel’s distinction is also important: capitalism is not the same as competitive markets; it is often a structure of lasting domination shielded from democratic accountability (Braudel, 1982, 1984).

Add the modern layer of digital political economy. The tools of governance increasingly function through infrastructures of data extraction, algorithmic control, and dependency rather than through persuasion or consent. This is the shared domain of surveillance capitalism (Zuboff, 2019), vectoral power and information monopolies (Wark, 2004, 2019), and “techno-feudal” rent extraction via digital platforms and cloud infrastructures (Varoufakis, 2023). In this view, Davos 2026 was not just a geopolitical event; it also revealed that corporate capitalism has created a legitimacy gap that traditional liberal narratives can no longer fill.

When Fink’s speech is analyzed through the perspectives of Polanyi and Braudel, it seems to outline a plan to restore legitimacy. He urged the WEF to “regain trust,” boost participation, and modernize the language used to defend capitalism (Fink, 2026). Even if the diagnosis is sound, the messenger presents a problem. The contradiction is structural: the credibility crisis he describes is closely linked to the financial and corporate structures that BlackRock represents. When the “doctor” is also one of the system’s most powerful beneficiaries, criticism is often seen as mere damage control by elites rather than genuine reformist bravery. 

Fink also emphasized that prosperity must become distributive, turning “more people into owners of growth,” not spectators (Fink, 2026). Yet this is where Davos rhetoric regularly stalls: it acknowledges the legitimacy problem but often proposes solutions at the level of communication rather than at the level of reconstruction. The 2026 shift, then, is not the defense of globalization’s moral premise; it is an attempt to rewrite capitalism’s legitimacy contract amid mass distrust.

A key concern running through the Davos discussions about AI is anxiety. The worry is that AI will repeat the distributional betrayal of globalization: early benefits go to owners of data, compute, models, and platforms, while the social costs are spread out to others. Without strong redistribution and governance, AI risks being less of a productivity leap and more of a new enclosure system—worsening dependence instead of expanding opportunities (Zuboff, 2019; Varoufakis, 2023).

From Benign Interdependence to Fortress Logic

Carney’s intervention was more impactful because it explicitly addressed what “trust” rhetoric often overlooks: the geopolitical and geoeconomic rupture of the rules-based order. His speech repeatedly suggested that the liberal promise of mutual interdependence has run its course. Integration can become a source of vulnerability and subjugation, leading states to pursue strategic autonomy in energy, food, critical minerals, finance, and supply chains (Carney, 2026).

At one point, Carney invoked a brutally realistic moral: “the strong can do what they can, and the weak suffer what they must.” The phrase echoes the Melian Dialogue in Thucydides—a canonical statement of power politics rationality (Thucydides, trans. 1972). The significance is not the originality of the reference; it is that Davos discourse now treats such realism as publicly speakable.

This is where “weaponized interdependence” becomes relevant: network power can be transformed into coercion when states or firms control critical chokepoints in finance, infrastructure, trade, and digital platforms (Farrell & Newman, 2019). Carney’s prescription—strategic autonomy or a “world of fortresses”—is therefore less a nationalist shift than an acknowledgment that global integration is no longer seen as harmless.

Seen from the broader perspective of globalization discourse, Davos 2026 signifies a significant reversal of the assumptions that characterized the early 2000s. Thomas Friedman’s The World Is Flat summarized the era’s belief that digital connectivity and integrated supply chains were “flattening” the world into a more open, opportunity-filled, and ultimately convergent space (Friedman, 2005). Two decades later, David J. Lynch’s The World’s Worst Bet reads like an obituary for that optimism: globalization now seems less like a benign force for shared prosperity and more like a risky gamble that has weakened industrial resilience, increased inequality, empowered strategic competitors, and fueled political backlash in the West (Lynch, 2025). The transition from “flatness” to “worst bet” reflects the same shift Carney now describes in geopolitical terms: integration is no longer assumed to be mutually beneficial; it is increasingly viewed as a potential pathway to dependence, coercion, and subjugation (Carney, 2026; Friedman, 2005; Lynch, 2025).

This closely aligns with Amitav Acharya’s argument that the liberal “rules-based order” was never entirely universal; it functioned as a Western-centered system with selective membership and inconsistent enforcement. What follows, according to Acharya, is not just “multipolarity,” but a decentralized “multiplex” world—more diverse, more contested, and less controlled by a single hegemon (Acharya, 2017; Acharya, 2018). Even defenders sympathetic to the liberal order acknowledge its historically Western core and its expansion after the Cold War (Ikenberry, 2008, 2018). 

Davos 2026, therefore, seemed like a moment when elites started speaking more openly than before about a world they can no longer describe as heading toward a single institutional model. However, there is a deeper contradiction at Davos: many of the harshest critiques in 2026 were made not by independent critics but by the system’s own architects—CEOs, senior officials, and high-level political leaders. This doesn’t invalidate their diagnosis, but it should change how we interpret it: what looks like honesty may also be a form of preemptive storytelling, a controlled version of systemic self-criticism aimed at maintaining core power structures while giving rhetorical ground.

The US–EU–China Triangle: Three Paths, One Convergent Pressure

Against this backdrop, the question facing mainstream systems is no longer just whether globalization can be “fixed,” but which governance model is increasingly seen as the better response to a high-stress world full of uncertainty, fragmentation, and coercive interdependence. Under conditions of heightened geopolitical competition, supply-chain insecurity, volatility in energy and food, and rapid technological rivalry, the focus is quietly shifting toward the idea that China’s model—often called socialist state capitalism—may provide faster, more disciplined, and more strategically coordinated solutions than the liberal market approach, mainly because it can mobilize resources, direct finance, and prioritize long-term national goals. In this context, Davos 2026 didn’t just expose a legitimacy crisis; it also pointed to a growing competition over “effective modernity,” where resilience and the ability to command are beginning to matter more than openness and procedural legitimacy.

Indeed, an even more concerning sign is emerging from within the West itself: leading trends in the United States and the European Union increasingly indicate that what they are taking from China is not its potentially positive strengths—such as developmental coordination or strategic industrial policy—but rather its negative governance traits: securitization, surveillance expansion, executive centralization, and the normalization of emergency-style rule. This creates a growing zone of hybridization, where liberal democracies preserve electoral rituals while gradually adopting illiberal techniques of control and exclusion. In other words, the West seems to be entering a phase of reverse convergence—a process where the “center” shifts toward the logic of its challenger, often in its most coercive forms—a dynamic that I will explore in detail.

Öztürk’s (2025) structured comparison across five dimensions—surveillance regimes, populist discourse, regulatory architecture, market concentration, and distributional outcomes—acts like a decoder for Davos 2026. It does not claim that the US, EU, and China are becoming identical. Instead, it argues that all three are responding to the same structural pressures—tech-driven control, oligopolistic concentration, legitimacy erosion—while doing so through different institutional legacies.

China’s large-scale integration of state and capital shows that advanced capitalism can exist without liberal democracy. It combines market activity and corporate growth within one-party control, increasingly extending worldwide through infrastructure, standards, and digital systems (Callahan, 2016; Creemers, 2018; Dai, 2020). Its governance tools—such as data-driven monitoring, biometric systems, and ideological control of platforms—provide an attractive model for regimes dealing with insecurity and social unrest, even though it also poses legitimacy challenges (Greitens, 2020).

The United States’ hybrid drift shows how liberal democracy can weaken internally due to inequality, institutional capture, and polarization, especially after the 2008 crisis delegitimized traditional economic promises and heightened distrust between elites and the public (Öztürk, 2025). Illiberal populism has proved to be a resilient narrative ecosystem (Levitsky & Ziblatt, 2018; Mounk, 2018). Meanwhile, corporate surveillance and algorithmic governance operate alongside expanding security measures, leading to convergence driven by technique rather than ideology (Zuboff, 2019).

The European Union’s regulatory ambition, even under legitimacy stress, stands as the strongest counterexample to simple convergence claims because it has built the most ambitious rights-based regulatory framework in the democratic world, especially in the digital area (Floridi, 2020; Véliz, 2021). However, it remains vulnerable to legitimacy stress: far-right normalization, internal rule-of-law conflicts, uneven fiscal capacity, and ongoing reliance on US platform power. Regulation can limit domination, but legitimacy ultimately depends on distributive foundations—not just technocracy (Brown, 2019; Piketty, 2020).

If one sentence embodies the West’s strategic trauma, it is this: China demonstrates that sophisticated capitalism can operate without liberal democracy—and at scale. The Davos concern is not just that China competes, but that China’s model is increasingly serving as a reference point for organizing power in the twenty-first century (Öztürk, 2025).

The Hidden Davos Declaration

If we summarize Davos 2026 into a single implicit statement, it is: The global order based on rules-based multilateralism, benign interdependence, and trickle-down legitimacy has reached a final crisis. What comes next is probably going to be centered around: i) strategic autonomy (energy, supply chains, critical minerals, digital sovereignty) (Carney, 2026), ii) narrative legitimacy repair (“inclusive prosperity,” participation, trust) (Fink, 2026). iii) technological control architectures (AI governance, surveillance trade-offs, platform regulation conflict) (Zuboff, 2019; Varoufakis, 2023), and iv) a reduced faith in universalism, and a greater acceptance of bloc rivalry, vulnerability management, and “value-based realism” (Acharya, 2017; Ikenberry, 2018).

This is why Davos 2026 felt like a turning point: elites are no longer pretending we still live in the 1990s. But the new order being outlined is not automatically democratic. It can just as easily shift toward market authoritarianism—combining capital preservation with control-first governance. A democratic solution is still conceptually possible: re-embedding markets in democratic institutions (Polanyi, 1944), rebuilding a distributive social contract (Piketty, 2020), and limiting both corporate and government power through enforceable rights (Floridi, 2020; Véliz, 2021). Davos 2026, however, raises a brutally practical question: Can democracies re-legitimate themselves quickly enough before surveillance, AI, and strategic autonomy become permanent justifications for executive insulation?

That question, more than any speech, was the true “announcement.”


 

References

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Professor António Costa Pinto is a Research Professor (ret.) at the Institute of Social Sciences, University of Lisbon.

Prof. Costa Pinto: If Victorious, Ventura Would Pursue Orbán-Style Authoritarianism in Portugal

In this in-depth ECPS interview, Professor António Costa Pinto—one of Europe’s leading scholars of authoritarianism—offers a historically grounded analysis of Chega’s meteoric rise and André Ventura’s advance to the second round of Portugal’s 2026 presidential election. Far from an electoral accident, Professor Costa Pinto situates Chega’s breakthrough within long-standing structural conditions, recurrent political crises, and the fragmentation of the center-right. He traces how Ventura mobilizes authoritarian legacies of “law and order,” welfare chauvinism, and anti-elite resentment without openly rehabilitating Salazarism. Immigration, demographic change, and plebiscitary populism emerge as key drivers of Chega’s success. Crucially, Professor Costa Pinto argues that Orbán’s Hungary—not Trump or Bolsonaro—serves as Ventura’s primary model, raising urgent questions about democratic resilience in Portugal as uncertainty on the right deepens.

Interview by Selcuk Gultasli

In this in-depth interview with the European Center for Populism Studies (ECPS), Professor António Costa Pinto—Research Professor (ret.) at the Institute of Social Sciences, University of Lisbon, and a leading authority on authoritarianism and the radical right—offers a historically grounded analysis of the unprecedented rise of Chega and its leader, André Ventura. The discussion is anchored in a critical political moment: Ventura’s advance to the second round of the 2026 presidential election, which Professor Costa Pinto describes as neither a mere accident nor a sudden rupture, but the product of deeper transformations within Portuguese democracy.

As Professor Costa Pinto explains, Chega’s breakthrough cannot be understood as an isolated electoral shock. “The Chega Party and André Ventura have, in a way, a short history in Portuguese democracy,” he notes, “but over the last four years, the party has gone from one MP and 1.5 percent to 23 percent.” This rapid ascent, he argues, reflects the convergence of long-standing structural conditions—most notably the persistence of conservative authoritarian values in Portuguese society—with a series of destabilizing political crises that created what he calls “populist junctures.”

A central theme of the interview is the fragmentation of the center-right, which Professor Costa Pinto identifies as a key enabling factor. Portugal now has “three parties representing the right in Parliament,” and Chega’s strategy is explicitly hegemonic: to replace the traditional center-right as the dominant force. Ventura, Professor Costa Pinto observes, has succeeded because “he was able to mobilize his electorate,” even as his capacity to expand it in a runoff remains uncertain.

The interview also situates Chega within Portugal’s authoritarian legacies without reducing it to a simple revival of Salazarism. While Chega does not openly rehabilitate the Estado Novo (the corporatist Portuguese state installed in 1933), Professor Costa Pinto notes that it selectively draws on the past, particularly through “law and order” and moral authority. “Salazar is presented as the example of a non-corrupt dictator,” Professor Costa Pinto explains, adding that Chega appropriates “the idea of a conservative regime in which law and order prevailed,”while avoiding deeper identification with an unpopular dictatorship.

Immigration emerges as the party’s most powerful mobilizing issue. According to Professor Costa Pinto, “the central card that Chega has been playing over the last four years—and one that is closely associated with its electoral success—is immigration.” He links this to recent demographic shifts, especially increased migration from South Asia, and to growing anxieties among working-class voters. These dynamics underpin Chega’s welfare chauvinism, which combines statist social policies with exclusionary nationalism.

Crucially, Professor Costa Pinto frames Ventura within a transnational authoritarian constellation. “In a way, Orbán is the model for Ventura,” he states plainly. “The type of regime that Ventura would seek to consolidate in Portugal… is precisely the kind of competitive authoritarian regime that Orbán has managed to establish in Hungary.” While Trumpist styles and Bolsonaro’s experience in Brazil matter symbolically, Professor Costa Pinto stresses that Ventura adapts these influences pragmatically to Portuguese political culture.

Ultimately, the interview raises pressing questions about democratic resilience. While Professor Costa Pinto believes that Ventura is unlikely to win the presidency, he cautions that “the game is not over” on the right. Portugal, he concludes, faces a period of sustained uncertainty—one in which democratic institutions remain intact, but increasingly contested.

Here is the edited version of our interview with Professor António Costa Pinto, revised slightly to improve clarity and flow.

A Historic Runoff and a Fractured Right

André Ventura of the Chega party speaking during the plenary session of the Portuguese Parliament debating the government’s motion of confidence, March 11, 2025.

Professor António Costa Pinto, thank you so much for joining our interview series. Let me start right away with the first question: André Ventura’s advance to the second round of the 2026 presidential election marks a historic breakthrough for the Portuguese far right. From a longue durée perspective, how should we interpret this moment: as an electoral shock, or as the culmination of structural shifts long underway within Portuguese democracy?

Professor António Costa Pinto: Let me tell you two things. First, the Chega Party and André Ventura have, in a way, a short history in Portuguese democracy. Over the last four years, the party has gone from one MP and 1.5 percent in legislative elections to 23 percent. The reason why André Ventura will be present in the second round of the presidential elections is therefore more complicated. The Portuguese center-right and right are going through a rather curious period of party fragmentation. We now have three parties representing the right in Parliament: the center-right that is in power, a liberal right with 7.5 percent, and the Chega Party with 23 percent.

The question surrounding this presidential election is, in a way, simple. There was an independent candidate who was expected to be the winner a year ago. Admiral Henrique Gouveia e Melo was a sort of hero of the response to the pandemic a couple of years ago. In this sense, the presidential election is unusual in terms of the number of candidates, with four candidates competing on the right-wing side of the political spectrum.

The reason why Ventura is in the second round is straightforward. The main reason is that he was able to mobilize his electorate. The more difficult challenge for Ventura lies in the second round: whether he will be able to expand his electorate, because, in theory, he is going to lose.

Why the Far Right Arrived Late in Portugal

Portugal was long considered an outlier in Southern Europe for its resistance to far-right populism. In your view, what factors delayed the emergence of a party like Chega, and what has changed—politically, socially, or culturally—to make its rise now possible?

Professor António Costa Pinto: There are structural factors and conjunctural factors. The structural factor is, first of all, that since the 1980s we have known already quite clearly from surveys that around 80 percent of Portuguese society has expressed conservative authoritarian values. That was very clear. The main problem, of course, was the opportunity to express these values in electoral and political terms. Until very recently, the two main parties, especially on the right-wing side of the political spectrum—and particularly the main center-right party—had the capacity, in a way, to frame and absorb this electorate to their right.

What happened in the meantime? There were two general elements. The first was what we could call a populist juncture. A couple of years ago, a Socialist prime minister, António Costa—who now holds a position in the European Union institutions—faced, while in office, an accusation from the court system. Not exactly for corruption but associated with corruption. His response was basically to resign. The president then decided to call early elections. This was the first populist juncture responsible for the initial breakthrough of the Portuguese radical right in Parliament. Over the last four years, there have been three early elections, all associated with this kind of populist juncture.

The most recent one, seven months ago, was also the result of a problem involving a conflict of interests, in which a center-right prime minister was accused in Parliament of maintaining a small family business that was incompatible with the role of prime minister. So, Portugal has experienced several electoral populist junctures over the past four years, and these conjunctural elements have driven the growth of the Chega Party during this period. 

We therefore have structural dimensions, of course, but above all, we have conjunctural dynamics that explain this development. There is also a central element in this process: the leader of the Chega Party. He is a very charismatic figure, extremely well known in the media. He began as a football commentator in the press, closely connected to popular segments of Portuguese public opinion. He then emerged as a party leader, and we must admit that, for the first time in Portugal, a right-wing political entrepreneur managed to establish direct contact with potential voters of a radical right party—and he succeeded in doing so.

Old Repertoires, New Populism?

Sign of the right-wing conservative political party Chega, led by André Ventura, in Faro, Portugal, March 16, 2023. Photo: Dreamstime.

Drawing on your work on the “Estado Novo,” to what extent does Chega represent a reactivation of authoritarian political repertoires—such as moralism, punitive order, and anti-pluralism—rather than a novel populist phenomenon detached from Salazarist legacies?

Professor António Costa Pinto: When we look at populist radical right-wing parties in Europe, discussing their origins can become a political trap. Why? Because the trajectories are highly diverse. We know, for instance, that the Swedish populist party emerged from a very small neo-Nazi group; Fratelli d’Italia in Italy also originated in a marginal neo-fascist party; while in Spain, Vox comes from the center-right.

In the Portuguese case, the Chega Party has a very small core of leaders—essentially one figure—who comes from the political culture of the Portuguese extreme right of the past. However, the majority of its leadership, including André Ventura, comes from the main center-right party, as is also the case in Spain. Ventura himself ran for a municipal position many years ago through the Social Democratic Party, Portugal’s main center-right party, mobilizing a Roma-chauvinistic discourse. He contested a former communist municipality and played on anti-Roma sentiment in very populous suburbs of Lisbon, and this strategy proved effective. That was the starting point of his political career.

When it comes to the past, two elements are particularly important in the radical right’s mobilization of authoritarian legacies. These are not directly tied to Salazarism, but rather to a more homogeneous conception of the nation-state: the glorification of Portugal’s past, the narrative of the “Discoveries,” the Portuguese Empire, and, in many cases, the mobilization of veterans of the colonial wars. Portugal experienced a deeply traumatic decolonization, and this remains the central historical reference in how Chega engages with the past—especially the colonial wars in Africa, in Mozambique, Angola, and Guinea-Bissau.

At the same time, and this is especially interesting, Chega represents a break with the political culture of the conservative right. Traditionally, the conservative right promoted a loose or “tropical” notion of empire, arguing that the Portuguese Empire was not racist and was, overall, a positive historical experience. Chega breaks with this tradition. Its chauvinistic, anti-immigration discourse—targeting African, Brazilian, and Asian immigration—marks a clear rupture with the conservative right’s legacy in Portugal.

What emerges, then, is a new-old conception of national identity. Chega occasionally invokes Salazar, but above all it mobilizes the past through the theme of corruption: fifty years of corruption, fifty years of an oligarchic political class—coinciding, symbolically, with the fifty years of democracy Portugal celebrated last year. Salazar himself poses a problem as a reference, as he is associated with repression and with a period that remains unpopular in Portugal, except in one key dimension: law and order.

These, ultimately, are the two elements Chega draws most clearly from the authoritarian past: the myth of a glorious colonial empire and, above all, the appeal to law and order.

Presidentialization and the Rise of Plebiscitary Populism

Parliament building in Lisbon, Portugal. Photo: Dreamstime.

While Chega does not explicitly rehabilitate Salazar, do you see elements of what you have described as Salazarism’s “politics of order” and depoliticization resurfacing in Ventura’s discourse, particularly his emphasis on discipline, punishment, and national moral renewal?

Professor António Costa Pinto: As I mentioned earlier, Chega draws on Salazar primarily through two elements. First, Salazar is portrayed as an example of a non-corrupt dictator. Second, Salazarism is evoked as a conservative regime in which law and order prevailed. These are essentially the two aspects Chega appropriates from the Salazarist past. However, as I also noted, most of the references to authoritarian legacies are linked less to Salazar himself than to the former greatness of the Portuguese colonial empire in Africa.

In your comparative work on charisma and authoritarian leadership, you note that charisma need not be revolutionary or mass-mobilizing. How would you characterize Ventura’s leadership style: as plebiscitary populism, mediated celebrity politics, or a new post-charismatic form of personalization?

Professor António Costa Pinto: Ventura clearly belongs to the plebiscitary, authoritarian populist parties in Europe. By this I mean that the main elements of political mobilization of the Portuguese radical right revolve around law and order, the idea of corruption associated with the oligarchic political class that has dominated Portuguese democracy since its transition, and a set of conservative values typically linked to this form of plebiscitary authoritarian democracy—such as proposals for the sterilization of pedophiles, or even the reintroduction of the death penalty in Portugal.

These are dimensions tied to this broader political vision, and a significant segment of Portuguese society does support such ideas. As a result, this is not primarily about the functioning of parliamentary institutions, but rather about a plebiscitary, referendum-style conception of political power.

This is also how Ventura behaves in the current presidential elections. He seeks, in a sense, to use the powers of the presidency to advance many of these political proposals, through a form of presidentialization within Portugal’s semi-presidential system.

Electoral Strategies of Chega Is Cannibalizing the Right

Salazarism relied on corporatist and technocratic governance rather than mass populist mobilization. Does Chega’s rise suggest a transition from elite-managed authoritarianism to popular authoritarianism, or are we witnessing a hybrid form adapted to democratic institutions?

Professor António Costa Pinto: As with many other radical right-wing parties in Europe, Chega operates within democratic institutions. It is primarily an electoral party. There are very small segments—one could describe them as a residual effect—of neo-fascist and extreme right-wing groups, but these remain marginal. For the most part, Chega plays the electoral card.

In fact, in the current presidential election and campaign, an important dynamic concerns the right-wing side of the political spectrum in Portugal. Ventura and Chega are present, but Ventura is the only right-wing candidate to advance to the second round. His strategy is to combine two approaches: on the one hand, mobilizing the radical right and, at times, even the extreme right; on the other, presenting more conservative and moderate political proposals. The objective is straightforward: to become the main party representing the right-wing side of the political spectrum in Portugal and to cannibalize the conservative right-wing electorate.

The cards have been played, but the outcome remains highly uncertain. We will see what happens in these presidential elections, even if Ventura does not ultimately win.

Selective Moralism in Portugal’s Populist Right

Your research highlights the role of political Catholicism in shaping authoritarian moral frameworks. To what extent does Chega’s moralized discourse on family, crime, and social order echo these traditions, even in a formally secular and pluralist society?

Professor António Costa Pinto: Chega has clear, or very conservative, values associated with religion—not only with the Roman Catholic Church. We should also not underestimate the role of small evangelical groups, particularly among certain popular segments of Portuguese society. Undoubtedly, Chega has adopted pro-life positions, anti-abortion values, and other conservative stances. At the same time, however, Chega is a populist party. For that reason, it does not consistently play the anti-abortion card. Why? Because its leaders look at opinion surveys and recognize that the majority of Portuguese society supports the legalization of abortion, as is currently the case in Portugal.

What we see, then, is a core of conservative values, but above all a strong emphasis on anti-corruption rhetoric, hostility toward the political class, and the idea that Portuguese society is being held back by centrist, non-reformist center-right and center-left governments. So yes, conservative values matter for Chega, but the party does not emphasize all of them when it realizes that they do not translate into electoral gains.

There is, however, one aspect I would like to stress: As in many other European democracies, Chega is a typical social welfare–chauvinistic party. It does not embrace ultra-liberalism, unlike some other right-wing populist figures outside Europe, such as Jair Bolsonaro in Brazil or Javier Milei in Latin America. Instead, Chega clearly plays the card of a welfare state “for the Portuguese,” combined with anti-immigrant narratives that accuse immigrants of exploiting the welfare state and the national health system. At the same time, it advances a vision of social policy that is explicitly not anti-statist.

From Emigration Country to Immigration Backlash

Ventura’s campaign placed immigration at the center of political conflict, despite Portugal’s relatively recent experience as a destination country. How do you explain the salience of immigration in a context historically defined by emigration rather than immigration?

Professor António Costa Pinto: The central card that Chega has been playing over the last four years—and one that is closely associated with its electoral success—is immigration. Portugal was long accustomed to immigration from Portuguese-speaking African countries and to some extent from Brazil. However, over the past five years—a very recent development—there has been a sharp increase in immigration from Asia, which is new in the Portuguese context. Migrants from Nepal, Bangladesh, and Pakistan are now highly visible across different segments of Portuguese society and the economy, from delivery services and other forms of urban transport in major cities to the agro-export sector in the south of the country. In that sector alone, around 70 percent of the labor force now comes from Asian countries such as Pakistan, Nepal, and Bangladesh. Similar patterns are visible in tourism as well.

This shift is driven, of course, by economic needs. Portugal is one of the most rapidly aging societies in Europe, and demographic aging is a central structural feature of the Portuguese economy and society. Immigrants already play a crucial role in sustaining pensions, social benefits, and key sectors of the labor market.

However, the social reaction to this new wave of immigration—particularly among lower-middle-class and working-class segments of Portuguese society—is perhaps the most important explanation for Chega’s electoral success. At the same time, as Chega has come to dominate the political agenda on immigration, the center-right government, feeling electorally threatened, has responded by negotiating with the radical right and adopting new restrictive policies on immigration, access to Portuguese nationality, and related issues.

The Crisis of the Traditional Right in Portugal

The PSD’s historically weak performance and its refusal to endorse a runoff candidate point to a crisis of the traditional right. How important is center-right fragmentation in enabling Chega’s claim to leadership of the “non-socialist space”?

Professor António Costa Pinto: Undoubtedly, Chega is cannibalizing segments of the center-right, much more so than voters on the left or the radical left. At the same time, Chega is now present in many areas of Portuguese society—particularly in the South—that were electorally communist in the past. However, this is less significant today, given that the Portuguese Communist Party now represents around 2 percent of the vote.

What is more important is that Chega has increased its vote share in many areas, especially in the south and in the outskirts of Lisbon, which previously voted for the Communists and the Socialist Party. Today, however, Chega has become a national party with a very homogeneous electorate. As a result, it is primarily cannibalizing votes from the right.

The only real challenge to Chega, aside from the center-right, comes from a small right-wing liberal party that appeals mainly to younger and more educated voters. Chega, by contrast, is clearly dominant on the right-wing side of the political spectrum among segments of Portuguese society with less than secondary education. For this reason, any further electoral growth for Chega can only come from right-wing voters.

In the last legislative elections, the Social Democratic Party (PSD), the main center-right party, did increase its vote share. It is now in power with a minority government that is forced to negotiate much of its legislation with the radical right. Labor reform is a clear example: the only viable negotiating partner is the radical right, since the center-left has already decided to vote against it.

So yes, the challenge posed by the radical right is very significant, and the game is far from over. While the cards have been played, there remains considerable fluidity and uncertainty on the right-wing side of the political spectrum. On the left, by contrast, the Socialist Party lost the election and many voters, but it has nonetheless survived as the main force of the center-left.

From Trump to Orbán: How Transnational Models Shape Portugal’s Radical Right

Viktor Orban, Hungary’s prime minister arrives to attend in an informal meeting of Heads of State or Government in Prague, Czechia on October 7, 2022. Photo: Alexandros Michailidis.

Observers have described Ventura’s rise as part of the “Trumpification” of the right. To what extent do transnational populist styles, media strategies, and narratives of cultural grievance matter more today than domestic historical legacies?

Professor António Costa Pinto: Domestic legacies are important, but undoubtedly Chega and Ventura are, first of all, integrated into the radical right political family in the European Parliament. There is a strong sense of identification with Giorgio Meloni, and also with Vox in Spain.

Above all—and this is very important—even when it is not openly emphasized, there is a strong sense of identification with Orbán. In a way, Orbán is the model for Ventura. The type of regime that Ventura would seek to consolidate in Portugal, if he were to win elections and gain access to power, is precisely the kind of competitive authoritarian regime that Orbán has managed to establish in Hungary.

In the Portuguese case, and in Portuguese political culture more broadly, we should not forget Portugal’s strong links with Brazil. Chega was a strong supporter of the Bolsonaro experience in Brazil, firmly anti-Lula and anti-left, and this reflects deeper cultural and political connections between Portugal and Brazil.

More recently, however, Trump’s challenge to NATO and episodes such as the “Greenland affair” have made Ventura more cautious. He is aware that, within Portuguese public opinion, Trump’s positions on NATO and the European Union are problematic. This matters because the Portuguese electorate is generally optimistic about the European Union and not receptive to such positions, so Ventura avoids adopting them openly.

So, as in many other radical right-wing populist experiences in Europe, there is a core of values associated with right-wing authoritarianism, but there is also a popular strategy that plays the cards that are popular and avoids those that are unpopular.

Uncertainty on the Right and the Future of Portuguese Democracy

And finally, Professor Pinto, from the perspective of democratic theory and historical comparison, does the 2026 election represent a critical juncture for Portuguese democracy—or does Portugal still possess institutional and cultural buffers capable of containing far-right populism in the long run?

Professor António Costa Pinto: That is a very interesting question, and it is not easy to answer. For the first time, this presidential election has prompted a clear stance among many figures on the right, including several politicians from the center-right, in support of the moderate candidate of the left. This is the first time such a development has occurred in Portugal. Why? Because in the last legislative elections, seven months ago, the Social Democratic Party completely abandoned any strategy of maintaining red lines against the radical right and entered into negotiations with it.

For the second round of the presidential election, both the prime minister and the main leader of the conservative party supporting the government chose not to take public positions. However, they gave instructions to most local leaders—mayors and other municipal figures—to support the center-left candidate. This was also a very pragmatic decision.

They know that, as president, the center-left candidate would respect democratic norms and the formal and informal rules governing relations between the president and the government. We should not forget that Portugal is a semi-presidential democracy. They also know very clearly that if, by any chance, the radical right was to win the election and Ventura became president—which is not going to happen—it could lead to a presidentialization of the system and favor his party in terms of cabinet influence.

In that sense, Portuguese democracy could be subverted not only through legislative elections but also through presidential ones, if Ventura were to gain presidential power—and that is not going to happen.

Overall, Portuguese democracy will continue to face a degree of uncertainty, particularly on the right-wing side of the political spectrum, where the game is not over. At this stage, we do not know which party will ultimately become the dominant force on the center-right. Will Portugal move toward an Italian-style scenario, in which the radical right dominates and the center-right becomes a junior partner? Or will it continue, as it does today, with a minority center-right government supported by a liberal democratic party such as Iniciativa Liberal? With Chega holding 23 percent of the vote, the future of the right-wing political landscape in Portugal remains highly uncertain.

US President Donald Trump delivers a speech to voters at an event in Phoenix, Arizona. Photo: Danny Raustadt.

From Farce to Tragedy: The First Year of Trump’s Second Term and the Unmaking of America

In “From Farce to Tragedy,” the author traces the first year of Donald Trump’s second term as a turning point in American political life. What once carried elements of chaos and dark comedy has hardened into something more deliberate and consequential. Trump’s return to power, framed by him as total vindication, has brought an unprecedented expansion of executive authority, the systematic weakening of institutions, and the normalization of personal loyalty over law. Drawing on sharp observations from leading journalists and scholars, the piece shows how emergency powers, executive orders, and transactional politics have reshaped governance at home and abroad. The result is not renewed greatness, but a spectacle of democratic erosion—an American tragedy unfolding without the comfort of a happy ending.

By Cemal Tunçdemir*

“What the American public always wants is a tragedy with a happy ending,” the American critic William Dean Howells, who was a central figure in Gilded Age American literature, once said. The second coming of Donald J. Trump to the US Presidency was not an accident of fate, nor even absurdity of democracy. It was a sequel demanded by majority of American voters that having once liked the “first season” and asked upon longer run. The real tragedy was not that Trump was Trump, that was obvious from the start, but that so many Americans mistook his loudness for conviction and saw his challenge to the rules as bravery. 

“The first time around, there was something almost thrilling about Donald Trump as president,” explains American historian and journalist Thomas Frank, “The respectable world came together against him with a gratifying unanimity: the legacy media, the nonprofits, the universities, the think tanks, the tech sector, the intelligence community. Insulting this imbecile became the most rewarding pastime on earth.” By contrast, according to Frank, for much of 2025, the feeling was darker. “Absolute despair” if you will.

The difference in the second term wasn’t just the lack of the thrilling or accidental comedic elements of the first term. Donald Trump viewed his return to the White House as a profound vindication. In his telling, his four years of exile had proven that he was right about everything. About economy, about “stolen” election, about press, about elites, about universities, about institutions. This absolute conviction liberated him from all doubt, and all rules. 

Trump’s unrestrained mind is on full display in a recent letter he sent to the Prime Minister of Norway as he wrote, “Considering your Country decided not to give me the Nobel Peace Prize for having stopped 8 Wars PLUS, I no longer feel an obligation to think purely of Peace.”

“Donald Trump now genuinely lives in a different reality,” observes Anne Applebaum, “one in which neither grammar nor history nor the normal rules of human interaction now affect him.”

“Trump 2.0 is Trump 1.0 in some ways but on steroids,” compares Peter Baker, New York Times’s chief White House correspondent who have covered six US presidents, including Trump in his first term, “A lot of the things that he talked about doing or exploring in the first term -or tried but failed to do or was dissuaded from doing-he’s now doing and in spades.” 

Unlike the first term, in the beginning of his second term, there was less confusion, more intent. And more so preparation. Trump has rolled out many of the Project 2025, 900-page Heritage Foundation-led blueprint, he once claimed he has nothing to do with. Many of Trump’s executive orders reshaping the government were outlined in this right-wing policy plan. From the early days of his tenure, Donald Trump began advancing Project 2025’s primary objective: the “deconstruction of the administrative state,” a term coined by his former chief strategist, Steve Bannon. He has expanded the scope of executive power in ways unparalleled in modern history

By the end of 2025, some 317,000 federal employees were out of the government, according to the Office of Personnel Management. This was the largest reduction of the federal workforce in American history. He even fired members and officials from various independent and bipartisan boards, agencies, and commissions, including dozens of inspectors general, key watchdogs for waste, fraud, and abuse across all government.  

One of the things Trump learned was that it matters who is around him, Peter Baker observes“Many of the people he surrounded himself with in his first term viewed their jobs as keeping him from going off the rails, from doing things they thought were reckless -or illegal even. This term, he’s surrounded by people who not only agree with him but are enabling him and empowering him and want to serve his desires.”

One of the Trump’s most daring test the limits of his presidential power was claiming powers that have typically resides with Congress. In his first year, executive orders have eclipsed actual legislation. Trump has signed 147 executive orders, setting a record for the most signed in any president’s first 100 days of office. By contrast, he has signed only five bills into law, a record low for the first 100 days.  

What is truly worrying is that his blatant misuse of emergency powers, which are meant to temporarily increase executive authority only during urgent and rapidly developing situations. The Brennan Center has identified 123 different laws could be triggered by a presidential emergency declaration. Because these powers are extensive, strong safeguards are needed to prevent misuse. Since The National Emergencies Act lacks safeguards, a president can declare an emergency by executive order and renew it every year indefinitely. Congress may vote to terminate an emergency, but only with a veto-proof majority. This flaw was exposed when Trump declared a fake emergency to fund a border wall Congress had rejected. 

As a striking example, instead of traditional tariff statutes (such as Section 301 or Section 232) he invoked the International Emergency Economic Powers Act (IEEPA), which is not a general trade statute, to impose sweeping import taxes. To justify invoking the IEEPA, Trump Administration declared “trade deficits” a national emergency. And this audacity has led to a legal drama that has now reached the Supreme Court.

The question is why the White House team ever invoked IEEPA at all, instead of traditional trade laws? The answer is not only that IEEPA provides the President broad authority to respond to a declaration of national emergency. The real answer probably lies in “political anthropology rather than jurisprudence,” writes Gillian Tett, “Trump’s team has a power structure more akin to a royal court than anything that adheres to 21st-century norms.” He always wants to have king-like powers, and his team is looking for loopholes that would allow him to acquire those powers. 

This is the posture of a man who has looked at the institutions meant to restrain him -the courts, the lawmakers, the prosecutors- have done nothing and he concluded they are toothless. After the surviving of the fallout of January 6, five years ago, he now moves with the confidence of someone who believes he is beyond the reach of the old rules. He wants a power that is feared and given whatever it wants. For this reason, some critics are no longer debating policy; they are discussing a change in the American regime. But a change to what? 

“There is an answer, and it is not classic authoritarianism—nor is it autocracy, oligarchy, or monarchy. Trump is installing what scholars call patrimonialism.” Jonathan Rauch answered the question in his now famous article. “Patrimonialism is less a form of government than a style of governing,” he wrote, “It is not defined by institutions or rules; rather, it can infect all forms of government by replacing impersonal, formal lines of authority with personalized, informal ones.” 

The Art of the Deal-Making Presidency

“Nice woman but she does not listen.” 

After a reportedly tense phone call in early August, President Trump publicly criticized Swiss President Karin Keller-Sutter with this condescending remark and quickly raised tariffs on Swiss imports to a punishing 39 percent. Couple of days later when two Swiss federal ministers and several government executives flew over to DC, but they got nowhere near Trump. Following months all the effort of traditional statecraft couldn’t resolved months of standoff. What ultimately break the deadlock was not diplomacy or policy talks. It was something shinier.

In early November, small delegation of Swiss titans -all male and, all billionaires- sidestepped the usual diplomatic channels, arriving at the Oval Office with a gold-plated Rolex desk clock and a 1-kilogram engraved gold bar. Before the guests had even leaved the White House, Trump shared a social media post announcing progress. Within the days, the previously urgent “national emergency” posed by Swiss trade deficit seemed to lose its urgency, and tariffs were trimmed to a comparatively modest 15 percent. 

As that meeting so strikingly demonstrated, access to the American leader is no longer earned through shared values or sound policy. It is now won through the language of the deal and, above all, the weight of gold.

Trump received gold coated replica of a royal crown from the Silla Kingdom from South Korea President, a golden pager from Israeli Prime Minister Benjamin Netanyahu, a gold-plated golf club from Japan, a golden boxing belt from Ukraine.  Even Apple CEO Tim Cook presented Trump with a special glass disc on a 24-karat gold base in August 2025 and secured an exemption from 100% tariff on imported semiconductors. Apple gift was a favorite for Trump in the Oval Office until the Swiss came to town. “It was tough to beat Apple, but the Swiss did it,” one administration official told Axios.

Trump even kept original 24-karat gold Club World Cup Trophy for himself so FIFA had to give the winner team, Chelsea, a replica. Not only did he receive the trophy, but he was also awarded a gold medal, which FIFA presents to the players of the winning team.

“The golden age” that Trump promised in his second inaguration speech, has never seemed more literal. He wasn’t only for his trademark “Midas touch” flow, he seeks profit in every policy decision he makes. As Jonathan Rauch explained, in patrimonialism, every policy the president values is considered his own personal property. Some experts call it ‘pay-to-play,’ where foreign governments, businesses, and wealthy donors gaining political and financial advantages such as relaxed regulations and federal contracts by investing in the Trump Organization, supporting MAGA causes or by engaging in excessive flattery. 

Trump Towers have been proposed from Damascus to Belgrade. Trump hotels or Trump Resorts are being built in many major cities around the world, primarily in Asia and Africa. As Amy Sorkin puts it Trump has made it clear that no gift is too much for him -even, and maybe especially, someone else’s Nobel Peace Prize medal.

Even presidential pardon power has become big business. In his first-year Trump has pardoned an unusually high numberof wealthy people accused of financial crimes, including money laundering, bank fraud and wire fraud. Wealthy individuals pay millions to lobbying and consulting firms to bring their cases to Trump’s attention. 

Trump pardoned cryptocurrency mogul Changpeng Zhao, months after Zhao’s company has struck a $2 billions deal with World Liberty Financial, the Trump family’s new crypto venture. In another revealing example, executives of Wells Fargo Bank, instead of paying the $8.5 million fine imposed for fraudulent transactions, donated $1 million to Trump’s inauguration ceremony in January, and two months later, their fine was reduced to a mere $150,000. 

In Trump’s World, Europe Is the Villain 

“The foreign policy of President Donald Trump combines the worst of isolationism with the worst of interventionism in a uniquely disastrous way,” says Thomas Reese. He began his presidency as a firm isolationist, but “America First” quickly turned into a wrecking ball -a license to upend America’s role in the world, discarding rules and norms with little restraint. 

“I never thought I’d feel nostalgia for the Iraq War,” said Nesrine Malik in The Guardian, but it turns out that the runup to that war, when American Administration did at least strive to convince the Congress and the world of the righteousness of its cause, was the “good old days.” The US removed Venezuela leader Nicolas Maduro based solely on national interest, bypassing all domestic, international authorization or public consent. Trump didn’t just break the rules it showed there aren’t any. 

“No autocrat likes to see one of their own seized, shackled and renditioned,” wrote Adrian Blomfield in The Daily Telegraph. However, China and Russia are unlikely to be troubled by Maduro’s removal. They may see it as evidence of the US stepping back globally and focusing on regional dominance. A world divided into spheres of influence, where powerful states act freely, could benefit Moscow and Beijing, as noted by Gideon Rachman in the FT.

Even Trump administration’s new National Security Strategy (NSS) plan within its 33-page framework argues that Russia and China are US peers or potential friends. Instead, it points the finger at a surprising villain: Europe. NSS argues that the real danger isn’t Russian tanks or Chinese factories, but rather the “erasure” of European culture caused by mass immigration and the power of the European Union bureaucracy. The liberal international order, already fragile, found itself mocked not only by adversaries but by its former custodian. 

New Civil War and End of Forth Republic?

“Trump isn’t interested in fighting a new Cold War. He wants a new civilizational war,” wrote Thomas Friedman. Trump’s National Security Strategy language unlike any previous surveys, he observes, “It reveals a deep truth about this second Trump administration: how much it came to Washington to fight America’s third civil war, not to fight the West’s new cold war.” According to Friedman, after the Civil War of the 1860s and the second major civil struggle of the 1960s civil rights movement, America is now experiencing its third civil war. “This one, like the first two, is over the question ‘Whose country is this anyway?’ This civil war has been less violent than the first two—but it is early.”

Although the United States has operated under a single constitution, each civil war has produced a new political order, a new republic in all but name. For that reason, a “third civil war” would not just be another crisis; it would signal the end of what some analysts call the “Fourth American Republic.” 

As Jamelle Bouie pointed, the Civil War and its aftermath constituted the Second Republic. The Third Republic came into this world through the overwhelming victory of the Democrats in the election of early 1930’s. The legacies of the Third Republic had lived on when the fourth republic began with the achievements of the 1960’s Civil Rights Movement, which included a newly open door to the world. “This was an American republic built on multiracial pluralism. A nation of natives and of immigrants from around the world. Of political parties that strove to represent a diverse cross-section of society,” wrote Bouie, “It’s this America that they’re fighting to destroy with their attacks on immigration, civil rights laws, higher education and the very notion of a pluralistic society of equals.” 

A Year of Revelation

The first year of Trump’s second term offered Americans not greatness, but clarity. It showed what happens when empty and noisy demagogic rhetoric substitutes for vision and when power outruns principles. His return to power did not resolve the contradictions of Trumpism; it intensified them. Nationalism that depended on global markets. Capitalism claims to be self-regulating, yet in reality it is owned by the state. Law invoked as rhetoric and rejected as restraint. Freedom of speech demanded abroad and denied at home. Declared himself ‘Peace President’ and change the Department of the Defense name to Department of War. 

His supporters too—with their enduring appetite for loud certainty over quiet competence, find themselves caught in a season of paradox. Cheering the dismantling of the very institutions that once established the order they now claim to want again. They back tariffs, immigration, and social spending policies that heavily impact rural America, the backbone of their movement. And most ironically, this coalition of white Christians is led by one of the least religious presidents ever.

And yet, for all the noise he and his administration generate, the first year of his second term also revealed limits. Courts still blocked some actions. States resisted others. Markets reacted unpredictably. Bureaucracies slowed what they could not stop. Polls indicate declining support for him as the Congressional elections approach. Trump raged against these constraints, calling them sabotage, yet their persistence revealed an uncomfortable truth: even an “unbound president” cannot easily escape the structure of a constitutional federal system. 

Even in the face of repeated failures to “make America great again,” Trump succeeded at making one thing undeniably great again. It was not the greatness of law, restraint, economy, international leadership or wisdom, but the greatness of spectacle. A spectacle of American tragedy, one that may not have a happy ending this time. 


 

(*) Cemal Tunçdemir is a New York–based veteran journalist with extensive experience covering US politics and international affairs.

Professor Daniel Treisman is a Professor of Political Science at the University of California, Los Angeles, and Research Associate at the National Bureau of Economic Research.

Professor Treisman: Trump’s Push for Executive Aggrandizement Puts Democratic Resilience to the Test

In this ECPS interview, Professor Daniel Treisman examines how Trump’s political style intersects with the logic of informational autocracy and democratic backsliding. Drawing on “Informational Autocracy,” he argues that contemporary authoritarianism often relies less on mass repression than on “controlling narratives, selective coercion, and performance legitimacy.” Trump’s pressure on comedians, broadcasters, universities, and law firms, Professor Treisman suggests, reflects a familiar “inclination” toward intimidation—yet “the outcome was different,” because democratic institutions can still generate pushback. The core issue, he stresses, is whether US checks and civil society can withstand “executive aggrandizement”—the drive to “go beyond the formal or traditional powers of the office and consolidate control.” 

Interview by Selcuk Gultasli

In an era marked by democratic backsliding, populist leadership, and the reconfiguration of informational power, the resilience of liberal democracy has become a central concern for scholars and policymakers alike. In this wide-ranging interview with the European Center for Populism Studies (ECPS), Professor Daniel Treisman—Professor of Political Science at the University of California, Los Angeles, and Research Associate at the National Bureau of Economic Research—offers a nuanced and empirically grounded assessment of how Donald Trump’s political strategy intersects with the logic of informational autocracy, executive aggrandizement, and democratic fragility.

Drawing on his influential work Informational Autocracy (co-authored with Sergei Guriev), Professor Treisman situates Trump’s threats against comedians, journalists, universities, and other institutional actors within a broader global pattern in which contemporary autocrats rely less on mass repression than on “controlling narratives, selective coercion, and performance legitimacy.” While Trump’s behavior often resembles that of informational autocrats, Professor Treisman emphasizes a crucial distinction: “So, while the inclination is similar, the outcome was different.” Episodes such as the pressure placed on late-night comedian Jimmy Kimmel reveal Trump’s “tendency to expand his power and to overstep traditional limits,” but also the continued—if uneven—capacity of democratic institutions and civil society to push back.

At the core of the interview lies a central analytical question: whether Trump’s conduct represents a failed or incomplete attempt to translate informational autocracy into a still-competitive democratic system. As Professor Treisman puts it, “The real question… is how resilient democratic societies and civil societies in democratic settings can prove to be in response to a leader who seeks what is often called executive aggrandizement.” This concern animates Professor Treisman’s discussion of selective intimidation, signaling repression, and the targeting of elite institutions—strategies designed to “score some visible victories” and deter broader resistance without resorting to outright censorship.

The interview also explores how new media ecosystems and the rise of a tech “broligarchy” complicate classical models of informational control. Professor Treisman highlights the hybrid arrangements created by platform ownership, algorithmic amplification, and strategic alignment between populist leaders and tech elites, noting that these dynamics allow political actors to undermine epistemic authority “without overt censorship.” While Trump has aggressively pressured legacy media through litigation and regulatory threats, his relationship with major technology firms remains more transactional and indirect—distinct from the tightly coordinated media control characteristic of full informational autocracies.

Beyond the US case, Professor Treisman offers comparative insights into charismatic populism in Latin America, bureaucratized authoritarianism in Russia and Hungary, and the structural uncertainties surrounding democratic decline. Reflecting on Democracy by Mistake, he cautions against deterministic readings of democratic erosion, stressing that “mistakes can be forces for good” as well as for authoritarian empowerment. In closing, Professor Treisman urges analytical humility: distinguishing between cyclical stress and durable authoritarian transformation, he argues, remains inherently uncertain, as history “does not come with labels that are easy to read.”

Taken together, this interview provides a sober, theoretically informed reflection on Trumpism, informational power, and the fragile boundaries between democratic contestation and authoritarian drift.

Here is the edited transcript of our interview with Professor Daniel Treisman, slightly revised for clarity and flow.

Trump Has Shown Every Inclination of Informational Autocrats

US President Donald Trump held a campaign rally at PPG Paints Arena in Pittsburgh, Pennsylvania, on November 4, 2024. Photo: Chip Somodevilla.[/caption]

Professor Daniel Treisman, thank you so much for joining our interview series. Let me start right away with the first question: In “Informational Autocracy,” you argue that contemporary autocrats rely less on overt repression and more on controlling narratives, selective coercion, and performance legitimacy. How should we analytically situate Trump’s recent threats against broadcasters and comedians within this framework—are we observing an attempted translation of informational autocracy into a still-competitive democratic setting?

Professor Daniel Treisman: It’s very interesting to think about the various tactics and approaches that Trump has used and to compare them with the kinds of practices we see in informational autocracies. Clearly, there are many parallels, and a great deal looks very familiar.

For instance, in the early 2000s in Russia, President Putin was offended by a comedy show that portrayed him in an unflattering light. It was a satirical program called Kukly. He made it apparent to the authorities at that station that the show had to be canceled, and it was indeed canceled.

You mentioned Trump and comedy in the US, and we know about the recent Jimmy Kimmel case. What is interesting is that, on the surface, the situation looks very similar. Trump was offended by jokes Kimmel had been telling on his show, and he made it clear to the owners of the station that he thought Kimmel should be canceled. The head of the FCC (Federal Communications Commission) then put pressure on the channel.

The outcome, however, was different. Kimmel was taken off the air for a few days—about a week—and then reinstated. He returned very forcefully, speaking about freedom and the need for separation between government and television.

So, while the inclination is similar, the outcome was different. We often see in Trump a tendency to expand his power and to overstep traditional limits. The real question, for me, is how resilient democratic societies and civil societies in democratic settings can prove to be in response to a leader who seeks what is often called executive aggrandizement—going beyond the formal or traditional powers of the office and consolidating control in his own hands. This is precisely the process that characterizes democratic backsliding toward informational autocracy.

In that sense, this episode illustrates how Trump has shown every inclination to do the sorts of things that informational autocrats do, and if he were free to do so, I am sure he would move toward a more authoritarian or informationally autocratic setup. So far, however, we have seen a considerable degree of pushback and resilience on the part of American societal and democratic structures—through checks and balances and other mechanisms.

That said, it has been disappointing that we have not seen more resistance. The docility of Congress under Republican leadership and the questionable judgments of some courts have been troubling for those who view the White House’s attacks on the media, universities, and subnational governments as real threats to democracy. Those developments are certainly discouraging.

Nevertheless, across the board, we continue to see significant resistance, and that is what truly distinguishes full-fledged informational autocracies from developed democracies that manage to survive as democracies. It is not that democracies never produce populist politicians who want to push in an authoritarian direction—they do. These are politicians with authoritarian impulses, sometimes driven by narcissism or by a highly cynical political strategy. What ultimately varies is how far they are able to go.

Trump Is a Populist Proud of Defying Democratic Norms

Much of your work emphasizes that informational autocrats avoid crossing visible “red lines” that would trigger mass backlash. Does Trump’s increasingly explicit intimidation of the media suggest either miscalculation or a belief that democratic norms of speech protection have already eroded enough to absorb such shocks?

Professor Daniel Treisman: That’s a very good question, and it’s difficult to give a simple answer. I think there is sometimes an element of miscalculation. But let me step back for a moment—it’s not entirely clear that this is miscalculation, because we don’t fully understand what Trump’s strategy is.

In some ways, as I’ve said, he looks quite similar to various informational autocrats in authoritarian societies. But in other ways, he is quite different. As you noted, informational autocrats typically try not to appear overtly to be transgressing the rules of democracy. They present themselves as genuine, loyal democrats. They claim to follow constitutional procedures, often using legalistic language, and they frame their power grabs as legitimate exercises of authority for ostensibly valid purposes, such as protecting the public from pornography, terrorism, or similar threats.

The goal of genuine informational autocrats is not to challenge the system openly, but to create the impression that they are operating fully within democratic rules, while accusing their opponents of being undemocratic. They seek to project an image of competence, benevolence, and modernity, and to portray critics as those who threaten democracy.

There is an element of this in Trump’s behavior. He certainly accuses Democrats of being undemocratic. But there is also a distinct bravado—a deliberate defiance of democratic rules and norms. He openly states that when he pushes the Justice Department to investigate his critics and rivals, he is motivated by a desire for retribution. He rejects the idea of impartial justice and openly embraces the politicization of the justice system. In doing so, he often deliberately says things that are meant to provoke outrage and that are clearly undemocratic.

In this sense, he is not an authoritarian pretending to be a democrat. He is a populist politician who is, in some respects, openly proud of being undemocratic. He might argue that this is still democratic because his base supports him—and indeed, he does say that. But he also claims that there are no checks and balances, that the only constraint on him is his own morality, which amounts to a direct denial of the democratic system rather than a pretense of adherence to it.

So, it is difficult to determine whether this behavior reflects miscalculation or is simply part of his strategy, and whether he differs in this respect from informational autocrats. He appears to recognize that he is operating within a democratic system with a powerful civil society and has chosen to confront it directly and test its limits, rather than behaving like informational autocrats such as Orbán or early Putin, who presented themselves as ordinary democratic leaders supported by the majority while depicting their opponents as extremists seeking to undermine or overthrow democracy.

The Strategy Is to Score Visible Victories That Intimidate Others

Donald Trump delivers a victory speech after his big win in the Nevada caucus at Treasure Island Hotel & Casino, flanked by his sons Eric (right) and Donald Jr. (left) in Las Vegas, NV. Photo: oe Sohm.

Informational autocracies often rely on signaling repression—making examples rather than governing through mass coercion. How should we interpret Trump’s selective targeting of journalists, broadcasters, and universities in this light?

Professor Daniel Treisman: Well, it’s not just Trump, of course. This time he came in with a team that had thought carefully about how to attack various institutions in American society that they deeply opposed, including universities, law firms, some courts, and various subnational governments. The goal was quite directly to weaken those parts of what they viewed as a dominant political and cultural elite.

In part, yes, the strategy was to score some visible victories that would intimidate other members of a particular sector. So, you go after one university—like Columbia—very hard, essentially intimidating it into doing a deal, and then all the other universities would cave and negotiate individually with the Department of Education or the White House. There is an element here of signaling toughness, of attempting intimidation on a kind of wholesale scale.

That is quite similar to informational autocracies. There is less, as I mentioned earlier, of a concern with constraining actions to fit the appearance of democracy and normal democratic politics. Instead, there is a deliberate challenge—within the US context—to many of the legal underpinnings and long-standing understandings of the relationship between the presidency and other institutions, some of which have prevailed for decades or even centuries.

That said, this behavior is not entirely distinctive to authoritarian politics. All politicians try to signal their intentions by demonstrating, through particular cases, what their approach will be. What is distinctive here is that the goals of the Trump administration regarding universities and law firms have been very extreme. Essentially, they want greater control and a particular ideological orientation within universities, and they want to exclude intellectual approaches and philosophies they oppose.

With law firms, the aim is to discourage large, professional firms from opposing them or taking cases against them. That message was sent deliberately, through a barrage of attacks on different fronts very quickly during the first weeks and months of the administration, precisely in order to signal resolve and warn others.

So, in some respects, this does resemble informational autocracy. But it is also part of a broader phenomenon. Revolutionary politicians—or politicians seeking to implement fundamental changes—often come into office with a program and strike very hard at the outset to test how far they can go before resistance organizes and pushes back. Sometimes this is an effective strategy: if the initial blow is strong enough, opposition may fail to organize in time, allowing a new status quo to take hold.

Tech Billionaires Are Treated as Leverage Points

How does the rise of a tech “broligarchy”—with key digital venues controlled by figures such as Elon Musk, Mark Zuckerberg, and Jeff Bezos—complicate the classic logic of informational control? How do platform ownership, algorithmic governance, and strategic collaboration with populist leaders such as Donald Trump reshape the dynamics of informational autocracy? To what extent do these hybrid arrangements—combining formal pluralism with asymmetric visibility and amplification—enable populist actors to undermine epistemic authority and institutional trust without resorting to overt censorship?

Professor Daniel Treisman: That’s a great—and complicated—question. I think both informational autocracy and populism are closely tied to information and media. They tend to thrive in periods of technological change, when new media forms emerge.

In the early days of mass newspapers, for instance, that medium created new opportunities for populists to appeal to broader constituencies than had previously been mobilized in politics. We see something similar with the internet. As it became more developed and central to everyday life, it opened up new avenues for outsiders to engage in a different kind of politics. In democracies, this has been a major foundation of the recent populist wave.

In authoritarian contexts, similar opportunities have allowed authoritarian leaders to use the internet to communicate in new ways and to present themselves as democratic and competent through manipulation—much more effectively than old-style propaganda, which relied heavily on intimidation but was less successful in creating a convincing, all-encompassing political image. In this sense, new information technologies have reshaped not only perceptions of individual politicians but also broader understandings of the political system itself.

New information technology is therefore a central driver of the changes we are seeing in both democratic and authoritarian systems. In the American case, more specifically, the relationship between Trump and major technology firms—led by tech billionaires such as Elon Musk, Mark Zuckerberg, and others—is complex.

Going into Trump’s second term, there was something of a meeting of the minds between Silicon Valley and the Trump team. Many in the tech sector felt that the industry—and tech billionaires personally—had been mistreated by the Biden administration, citing what they perceived as hostility, attempts to censor right-wing or libertarian views, overregulation, and even the debanking of entrepreneurs involved in new areas such as cryptocurrency. This generated real antagonism toward the Democrats among parts of Silicon Valley, aligning well with the attitudes and plans of the Trump camp.

This was particularly evident in the case of Elon Musk, who was effectively given carte blanche to move aggressively against the federal bureaucracy and dismantle large parts of the government in a short period of time. At the same time, there have also been tensions—if not open confrontations—between the Trump administration and some tech leaders. Still, many of them appear to perceive shared opportunities.

Although Musk is no longer in the administration and clearly disagrees with Trump on certain issues, such as fiscal policy, he—and many other tech billionaires—continue to see opportunities in the current political environment. Not all, of course; some remain aligned with the Democrats. But many hold libertarian views and see Trump as more receptive to their ideas about technological development, the treatment of billionaires, and the balance between regulation and freedom.

The Trump administration has also actively sought to influence the media environment, particularly legacy media, by pressuring the owners of major networks. In ways reminiscent of informational autocracies, Trump has relied on defamation suits, libel actions, and other legal tools to intimidate and pressure media organizations.

With social media, however, the approach has been more indirect. Trump created his own social network and has shown little interest in directly regulating platforms such as X or Facebook. Instead, he treats tech billionaires much like other wealthy actors—as leverage points. If he wants something, he applies pressure, and as long as his demands are not too costly, they tend to comply. There is little incentive for them to engage in open confrontation.

That said, this does not amount to the kind of comprehensive, day-to-day control characteristic of full informational autocracies, where authorities maintain close, behind-the-scenes relationships with most media outlets and allow only marginal opposition voices without real influence or mass reach.

In short, the parallel between Trump and informational autocrats in this domain—much like in others—is imperfect. Some features are strikingly reminiscent of informational autocracy, while others differ substantially. These differences reflect both contextual factors—such as the scale and global reach of US-based technology companies compared to media in smaller authoritarian states—and Trump’s own distinctive political style.

Caricature: Shutterstock.

Pluralism Survives, but the Playing Field Is Tilted

You and Sergei Guriev stress that modern autocrats seek to preserve the appearance of pluralism while hollowing it out. To what extent do Trump’s regulatory threats and litigation strategies resemble this logic of simulated legality rather than outright censorship?

Professor Daniel Treisman: I don’t think there is outright censorship. I don’t see outright censorship. It is much more a matter of trying to persuade—trying to send signals to the media to tone down criticism—or, as I mentioned, of confronting them with defamation suits or costly regulatory interference.

So, I think pluralism does exist; we do see pluralism in the United States. At the same time, there are constant efforts to tilt the playing field. Many of these efforts are not new. Republicans in the US political system have been doing this for a very long time—and not just Republicans; Democrats often use similar tools—to gain small, localized advantages, or sometimes larger ones, through practices such as gerrymandering or by refining voting laws in ways they believe will favor them.

All of that is, sadly, part of the American political tradition. Trump has often turbocharged this kind of behavior, as in the Texas mid-decade gerrymandering of congressional constituencies, but it is not radically new.

So, pluralism survives. There are efforts to win within a pluralist context, and there are also efforts to intimidate the opposition in this Trumpian, rather anarchic and blatant way. But I do not see real censorship or the kind of cohesive system we find in fully developed informational autocracies.

It is much more anarchic. Who knows how things will develop? Nobody can predict the future, but at present, it looks rather different to me.

Mistakes Are Easier to See in Retrospect

In Democracy by Mistake,” you highlight how democracy often emerges—and collapses—not through design but through elite error. Looking at the US today, which elite misjudgments (judicial restraint, partisan polarization, media fragmentation) most plausibly explain the vulnerability of democratic guardrails?

Professor Daniel Treisman: In the US, we don’t really know. We don’t yet know whether what we are witnessing is an intense challenge to the democratic system—one that the forces of democracy will ultimately defeat—or whether we are observing a more gradual, long-term erosion in the quality of American democracy. For now, we have to reserve judgment.

Mistakes are much easier to identify in retrospect than as they are happening. One could argue that Trump has made many mistakes, and one could equally argue that leaders of democratic forces in the US have made many mistakes as well. Mistakes are universal and ubiquitous. Not all mistakes lead to the collapse of a regime—far from it.

For that reason, it is difficult to look at the US system and identify a single fateful mistake whose consequences we will clearly see five years from now. The main message of that article, for the current situation is this: we should not assume that everything is rational or part of a carefully crafted plan. Mistakes can be forces for good when they contribute to the failure of anti-democratic politicians and regimes. But mistakes can also be forces for harm when they enable or empower authoritarian actors.

Trump Fits the Family of Charismatic Populists

This editorial image, captured in Belgrade, Serbia, showcases an array of novelty socks featuring the likenesses of Vladimir Putin, Aleksandr Lukashenko, Viktor Orban, and Donald Trump in Belgrade, Serbia on December 12, 2024. Photo: Jerome Cid.

Comparatively, how should we distinguish Trump’s personalization of power from Latin American charismatic populism (e.g., Chávez) and from the more bureaucratized authoritarianism of leaders like Putin or Orbán?

Professor Daniel Treisman: Clearly, Trump isn’t very good at bureaucracy. There are some people in his administration who do bureaucracy well—Russell Vought, head of the Office of Management and Budget, for example—and that is why they have had a greater impact on the federal bureaucracy than in Trump’s first term. But as an individual, Trump is clearly not a very systematic bureaucratic operator.

In that respect, he is more like charismatic populists. Putin does not have this kind of anarchic character, and Orbán is also much more systematic and skilled in statecraft and bureaucratic politics—although, of course, Orbán is also an effective populist and could be described by some as charismatic.

With regard to Chávez and other Latin American populists, Trump is obviously not quite like the left-wing populists of Latin America. Chávez had a revolutionary, Bolivarian discourse and a semi-Marxist worldview, and he maintained close emotional and political ties with other left-wing administrations across Latin America and Central America. That is quite different from Trump. Trump, after all, arrested the leader of the regime that evolved out of Chávez’s rule.

That said, there are right-wing populists in Latin America as well—Bolsonaro, for example—who are much more similar to Trump. Although Bolsonaro has more of a military background, in terms of personality and political approach Trump is closer to that type. Even when compared with left-wing populists like Chávez, Trump shares the fact that he is a populist who appeals—at least rhetorically, if not always through policy—to the masses of ordinary people whom he claims have been neglected and disrespected. That was also a central part of Chávez’s appeal.

So, I would say that Trump is distinctive in many ways, but he also clearly fits within the broader family of charismatic populists.

History Does Not Come with Labels

Finally, drawing on your work on predictability and early warning, which indicators should scholars prioritize to distinguish between episodic democratic stress and the onset of durable authoritarian transformation?

Professor Daniel Treisman: I should say at the outset that my work on predictability and prediction is quite limited, but I have been thinking about what is a philosophically deep question: the difference between trends and cycles. And I think the basic answer is that there is no definitive answer. You cannot know whether what appears to be changing at a particular moment represents a shift in the underlying trend—a breakpoint toward a new trajectory—or merely a cyclical fluctuation.

We see this across many spheres. If we look at the spread of democracy over the past 200 to 250 years—focusing here on the West, on Europe and the Americas—we observe both a very strong upward trajectory, from almost no democracies (depending, of course, on how one defines democracy) to a much larger number of countries that can be considered at least electoral democracies.

At the same time, we have seen waves: periods in which the share of democracies increases, followed by periods in which it declines or at least plateaus. In each of these moments of cyclical slowdown or reversal, people have proclaimed, “This is the end of democracy.” In every reverse wave, there has been fear that what we were witnessing was not just a cycle but a permanent shift away from democracy as a long-term reality. So far, those fears have been proven wrong in each case.

That said, I do not think there is any particular indicator or observational technique that can reliably tell us whether a change will be permanent or temporary. This reflects a deep feature of the world we live in and of our ability to understand history from within, rather than in retrospect. Looking backward, it is easy to apply statistical tests or analytical frameworks to determine whether a change was cyclical or represented a trend shift—it is almost trivial. But as history unfolds, I do not think there is any way to know for sure whether we are seeing something genuinely new or something that is repeating in a familiar pattern.

Different scholars have developed different mental models of the world, emphasizing one perspective or the other. Some believe in progress; others emphasize stagnation or endless repetition. This tension has run through Western philosophy and social science from the very beginning. My own position is to emphasize the high degree of uncertainty involved, and to push back against claims that we can clearly identify a change in the trend when it may well be a change in the cycle.

This is why I have written critically about responses to what some describe as a democratic recession, or even a reverse wave of democracy, in recent years. I think the evidence has not—or at least has not yet—fully supported such claims. There is growing evidence of a slowdown in the rate of democratic advance, and probably some degree of average backsliding. But there is an important distinction between backsliding and the long-term collapse of democracy.

So, we all need to remain attentive to this distinction and recognize that events, as they unfold, do not come with easily readable labels. We should have some respect for long-term trends, without assuming that they will automatically continue. There does seem to be a certain structural logic at work in many domains. The same is true of the stock market: there are both trends and cycles, and it is impossible to know on any given day whether a sharp drop is cyclical or part of a new trend. As we know, people have made—and lost—trillions of dollars betting on precisely that distinction.

Professor Stephan Klingebiel is Head of the Department of Inter- and Transnational Cooperation at the German Institute of Development and Sustainability (IDOS).

Prof. Klingebiel: Trump’s US Is Actively Undermining Multilateralism—So We Should Push for a ‘Global Order Minus One’

In this ECPS interview, Professor Stephan Klingebiel argues that Trump-era populism signals a durable shift in global governance rather than a passing disruption. He stresses that the “rise of populism, nationalism, and right-wing populism predates Trump,” and warns that Washington is now “actively fighting all forms of multilateralism” through withdrawal, defunding, and the systematic contestation of UN language on issues such as “climate change,” “gender,” and “diversity.” Professor Klingebiel links this normative erosion to the weaponization of trade, tariffs, and development finance, which turns rules-based cooperation into coercive bargaining. He also highlights how geoeconomic competition is reshaping North–South relations by expanding bargaining space for resource-holding states. Looking ahead, he proposes a “global order minus one” as a pragmatic pathway to sustain multilateralism amid fragmentation.

Interview by Selcuk Gultasli

In an era marked by intensified geopolitical rivalry, the resurgence of right-wing populism, and the erosion of long-standing international norms, the future of multilateral governance has become a central question for scholars and policymakers alike. In this wide-ranging interview with the European Center for Populism Studies (ECPS), Professor Stephan Klingebiel—Head of the Department of Inter- and Transnational Cooperation at the German Institute of Development and Sustainability (IDOS)—offers a sober and incisive assessment of how Trump-era populism is reshaping global governance and what realistic alternatives may still be available.

At the heart of Professor Klingebiel’s analysis is a rejection of the notion that Trump-era populism represents a temporary aberration. Instead, he situates it within a broader and more durable constellation of political, ideological, and technological shifts. As he emphasizes, “the rise of populism, nationalism, and right-wing populism predates Trump,” extending across parts of Europe and the Global South. Trump, in this sense, is not an anomaly but a catalyst—“a prominent role” within a system that is unlikely to disappear in the near future.

A central theme of the interview is the normative and material hollowing-out of multilateralism. Professor Klingebiel argues that populism does not merely weaken international cooperation through withdrawals and defunding; it reframes cooperation itself as a zero-sum loss. In Trump’s discourse, he notes, the United States is consistently portrayed as a victim: “Canada, Europe—[they] have long lived at the expense of the United States.” This logic underpins what Klingebiel bluntly describes as an administration that is “actively fighting all forms of multilateralism.”

The interview traces how this antagonism manifests across institutions and issue areas—from the US withdrawal from dozens of international organizations to the systematic erosion of consensus-based norms within the United Nations. Particularly alarming, Klingebiel warns, is Washington’s effort to excise concepts such as “climate change, gender, gender-based violence, and diversity” from multilateral language, producing a chilling effect that leaves international organizations “no longer in a position to be explicit about real global challenges.”

Beyond institutions, Professor Klingebiel examines the weaponization of trade, tariffs, supply chains, and development finance, describing a shift from rules-based governance to coercive bargaining. This marks, in his view, a decisive break with past practices, where even hegemonic power was at least nominally constrained by international law. Recent cases—such as US actions in Venezuela—signal a world in which legal justification is no longer even rhetorically necessary.

Yet the interview is not purely diagnostic. Looking ahead, Klingebiel introduces one of his most provocative ideas: the possibility of sustaining multilateralism through a “global order minus one.” If a broad coalition of states remains committed to multilateral norms, he argues, such an order could both isolate unilateral obstruction and create incentives for eventual re-engagement. While acknowledging that “we are most likely not going back to the situation we had five or ten years ago,” Klingebiel insists that political choices made now—particularly by Europe and like-minded partners—will decisively shape whether the future belongs to cooperative governance or competitive fragmentation.

Together, the interview offers a penetrating reflection on populism, power, and the fragile future of the international order.

Here is the edited transcript of our interview with Professor Stephan Klingebiel, slightly revised for clarity and flow.

Trump-Era Populism and Global Governance

Donald J. Trump, the 47th President of the United States, at his inauguration celebration in Washington, D.C., on January 20, 2025. Photo: Muhammad Abdullah.

Professor Stephan Klingebiel, thank you so much for joining our interview series. Let me start right away with the first question: Is Trump-era populism best understood as a temporary disruption to global governance, or does it mark a structural shift toward a new “normal” defined by transactionalism and power asymmetries? What makes such a shift durable—or reversible?

Professor Stephan Klingebiel: Thank you very much for this question. It is, of course, not an easy one, as it touches on many different dimensions. To begin with, I do not think that what we are currently witnessing is something that will simply disappear in the near future. The rise of populism, nationalism, and right-wing populism predates Trump. We saw these developments earlier in parts of Europe, such as Hungary, and also in several regions of the Global South.

What we are dealing with, then, is a broader system or constellation in which Trump plays a prominent role, but he is by no means the only actor. There are numerous other political figures, institutions, and ideological currents that are unlikely to vanish any time soon. As a result, this is a reality we will probably have to contend with for the foreseeable future.

These dynamics are also connected to wider structural trends. In some parts of the world, for instance, we see growing frustration among younger generations—this is particularly evident on the African continent. At the same time, the influence of traditional media is declining, while social media is gaining prominence. Social media, in turn, has the capacity to mobilize emotions in ways that differ significantly from earlier forms of political communication. From this perspective, it is important to recognize that the impact of social media is not a temporary phenomenon, but one that is likely to remain with us for some time.

The United States Is Actively Fighting All Forms of Multilateralism

How does populism erode multilateral cooperation not only materially (through withdrawal or underfunding) but also normatively, by reframing cooperation as loss rather than collective gain?

Professor Stephan Klingebiel: I think we need to emphasize that, typically—and this is true for almost all populist leaders and movements—multilateral approaches are not really part of populist political identity or thinking. It is very much the opposite. As a populist leader, you emphasize national interest and present yourself as a victim. Just listening to many speeches by President Trump, including his most recent one in Davos, we see this clearly: he portrays the United States as a victim, arguing that the rest of the world—Canada, Europe—has long lived at the expense of the United States. The conclusion, of course, is that a populist leader then seeks to turn this around and make the rest of the world pay. In this narrative, the international system is framed as fundamentally unfair to the hegemon, to the United States. In that sense, the United States is actively fighting all forms of multilateralism.

We see this in many ways. The most visible manifestations are defunding and withdrawal from international organizations. At the beginning of January this year, President Trump announced that the US would withdraw from a total of 66 international organizations. We have also already seen the defunding of a number of other international institutions to which the United States was a part. 

However, what I would stress is that there are many additional ways in which the US has, over the past months, weakened—and to some extent even undermined—multilateralism. One example is the International Conference on Development Finance held last summer in Sevilla, Spain. The United States remained involved in the preparatory process until the very last moment, largely in order to slow down and weaken the negotiations and to ensure that the final outcome document would be as weak as possible. At the very end, the United States announced that it would not participate in the conference at all. In that sense, it did not show up in Sevilla. What is particularly striking, however, is that the US had already been spoiling the process before the conference and then, immediately afterward, resumed efforts to weaken the outcome document, build alliances, and contest the results of the conference.

More broadly, we can see that the United States is pursuing a range of strategies. One additional point is that, from the very beginning of the second Trump administration—in February and March 2025—the US administration has been working with a list of key terms and concepts it actively seeks to oppose. These include concepts such as climate change, gender, gender-based violence, and diversity. As soon as an international organization publishes a report or document addressing climate change or any of these other issues, the United States attempts to eliminate this kind of language and thinking.

This is particularly dangerous because, in institutions such as the United Nations—where many decisions are consensus-based—we now face a situation in which, across executive boards and institutional bodies, the United States consistently intervenes to block or dilute agreed language. For example, it seeks to replace “climate change” with terms like “extreme weather.” This practice is already shaping the internal thinking and behavior of international organizations. Increasingly, they are no longer in a position to speak openly about major global challenges. Instead, they try to avoid explicit language in order to escape constant confrontation with the United States. At the same time, the United States is actively seeking allies to challenge what was previously a broad global consensus, further eroding the normative foundations of multilateral cooperation.

We Are Entering an Era of Competing Organizations and Conflicting Norms

The headquarters of the United Nations in New York City. Photo: Dreamstime.

Are we witnessing the end of universal multilateralism, or its mutation into selective, interest-based cooperation? How does your concept of like-minded internationalism fit into this transition?

Professor Stephan Klingebiel: It is probably too early to draw definitive conclusions about what kind of new era, we are entering. Much of this is still evolving. What is clear, however, is that there are very powerful forces actively trying to undermine the existing international order, most notably the United Nations. Even in the past, we saw situations in which certain actors—Russia, for example—did not accept international law in many respects, and similar patterns could be observed with other governments as well.

The key difference today, however, is that we previously had a very strong group of countries, including the United States, committed to ensuring that this international order functioned effectively. What we see now is that the United States itself is aligning with forces that are seeking to undermine—and in some cases even dismantle—this system.

Just a few days ago, President Trump publicly described the United Nations as an enemy. From this perspective, it is not difficult to understand that any international order in which the United States does not occupy a clearly dominant position is framed as contrary to American interests. The proposal of a so-called “peace council” by President Trump represents an open challenge to the United Nations. My assumption is that even if this initiative ultimately fails, and even if Trump is no longer president, the broader trend toward competing international organizations, rival groupings, and conflicting norms about the rules of the game will persist.

This brings us to the question of like-minded internationalism. On the one hand, a populist leader can seek out like-minded countries, as President Trump is doing. On the other hand, states that remain committed to multilateralism can also pursue cooperation among like-minded partners. This is something we can already observe. If you look at recent speeches in Davos—by leaders from Canada, France, and several other countries—you can see attempts to articulate collective action against the advance of right-wing populism.

At the same time, such efforts require substantial power backing to be effective. While we can see early signs of countries trying to organize this kind of counterpower, it remains a very difficult and uncertain undertaking.

We Are Seeing the Construction of a System Based on Coercive Power

Trump’s use of tariffs and trade threats as coercive tools, or as a “trade bazooka,” reflects a shift from rules-based trade to punitive bargaining. What are the long-term systemic risks of normalizing trade as a geopolitical weapon?

Professor Stephan Klingebiel: We can now observe this dynamic across many policy areas. It relates to trade and tariffs, but also to foreign investment, access to critical minerals, and other domains. What is particularly new is the extent to which Trump is explicitly weaponizing all of these tools—imposing, or threatening to impose, tariffs whenever a country is deemed, from his perspective, not to be behaving in a desirable way.

One positive feature of the past was that, to a large extent, different policy areas were kept separate. If there was a conflict related to trade, it was addressed through trade instruments and negotiation. Today, this separation has largely disappeared. From a European perspective, we increasingly see that almost everything can be linked to questions about US support and positioning—for example, in relation to Russia’s aggression against Ukraine—even when the issues at stake are, in principle, unrelated.

We have seen statements suggesting that if the European Union seeks to regulate US technology companies, this could have consequences for NATO. In reality, these issues are not directly connected, but this administration is deliberately trying to weaponize all the tools at its disposal. Tariffs, in particular, appear to be one of the most immediate and effective instruments Trump can use to respond to a situation. This is deeply concerning. It signals the construction of a system based on coercive power, rather than leadership through partnership. It is no longer about win-win outcomes or cooperation, but about imposing outcomes that align with what the US leadership wants to see.

As a brief aside—and this applies to many of the points I have made—this situation strongly reflects what European countries are currently experiencing, and it is highly relevant for them. At the same time, it is important to recognize that, from the perspective of many countries and actors in the Global South, such coercion and dominance—whether by the United States or by the West more broadly—is not new. These practices have long been part of their political reality.

From a European standpoint, the liberal international order now appears to be at serious risk, and this concern is entirely justified. Yet for many countries in Latin America, the Caribbean, or Africa, experiences such as military intervention are not unprecedented. In conversations I have had over recent weeks and months, academics, political leaders, and policymakers from these regions often say: this is our normal experience as relatively small and powerless countries. US-led military interventions, particularly in Latin America over past decades, are a familiar reference point. This perspective deserves to be taken seriously.

There is also an important additional dimension. In many respects, there is truth in the argument that the international system has never been fair to large parts of the world. What is new today is that Europe and other Western countries are now feeling the impact directly, because these same coercive tools are increasingly being used against them. Yet there remains a crucial difference compared to the past. Historically, the US government—and Western governments more broadly—at least operated with a set of double standards. There were formal commitments to principles such as territorial integrity and sovereignty, and when military interventions occurred, they were typically accompanied by some form of justification grounded in international law.

If we look at events such as what happened in Venezuela in early January 2026, it was clear from the outset that there was no attempt by the US administration to justify its actions on the basis of international law. This marks a significant departure from earlier practices. In the past, Western actors were at least under pressure to frame their actions within legal justifications. Today, the United States no longer appears interested in invoking international law even as a reference point. In this sense as well, we are confronting a new situation.

Geoeconomics Has Become a Very Crucial Dimension

How does the weaponization of trade, supply chains, and development finance reshape North–South relations, particularly for countries dependent on access to Western markets and institutions?

Professor Stephan Klingebiel: I think what we have already seen over the last couple of years—and this is only partly related to the second administration of President Trump, as we observed it especially during the COVID period and even before—is that we are now in a situation where supply chains, access to critical minerals, and energy security have become much more important. Geoeconomics has therefore become a very crucial dimension.

In many ways, this increasingly gives even poorer, or very poor, countries a relatively powerful bargaining instrument. Just look, for example, at the situation of a number of Sahel countries, which are now in a position to offer what they have—whether in terms of international support in United Nations General Assembly decisions or access to minerals such as uranium and other resources—to different actors: European countries, the United States, but also China and Russia, particularly when it comes to uranium.

This gives many relatively small or economically less important countries much more power at their own disposal. And this kind of multi-alignment is something that, from this perspective, is seen by many actors in the Global South—on the African continent and beyond—as a positive trend.

Greenland — Seeing Territorial Integrity Questioned Is Deeply Troubling

Colorful houses in Greenland. Photo: Dreamstime.

How should we interpret Trump’s renewed rhetoric and pressure around Greenland—symbolically and strategically? Does this signal a revival of territorial or quasi-imperial logics under populist leadership?

Professor Stephan Klingebiel: This is really—especially from a European perspective—a game changer. I think what we constantly see with the Trump administration is the need to make sense of what is actually going on. There is so much happening at the same time. Some of these activities may be relevant, while others appear to be mere rhetoric or deliberate distractions. At the beginning of his second term, or even before, Trump was already using narratives about Canada, the Panama Canal, and Greenland.

Many observers initially had the impression that this was little more than window dressing—aimed at domestic audiences rather than reflecting serious intentions. However, seeing these intentions articulated so explicitly—we want to take over Greenland—and accompanied by statements that the United States would be willing to use force or military power, including reiterations of this position in Davos and elsewhere, marks a clear escalation. Announcing, over a prolonged period, that the use of military power is not excluded represents a direct challenge to international law.

This is a genuinely new dimension, and it brings us back to an era when imperial ambitions were an accepted part of international politics. From the perspective of European countries, many countries in the Global South, and the normative framework of international law, there has long been a shared hope that the territorial integrity of states would remain a foundational principle of global order. Seeing this principle openly questioned by the world’s most powerful military actor is deeply troubling.

We are therefore at a turning point, and we are still grappling with what effective responses to this new situation might look like. At the same time, this rhetoric constitutes a real threat emanating from the administration. Over the past few weeks, we have seen at least some renewed movement toward European unity. It is also important to recognize that Europe—the European Union (EU) together with the UK, and other partners—as well as countries in the Global South, are not merely in a position to wait and observe. They also have the capacity to respond.

The United States itself depends heavily on the rest of the world—for trade, access to critical minerals, and political support, among other things. In this sense, the debate around Greenland is indeed a game changer. It is likely to shape strategic concepts and political priorities for years to come.

We Can Oppose Attempts to Establish a System of Hemispheres

In a fragmented, multipolar order, are spheres-of-influence politics becoming inevitable again? For smaller and middle powers, does this create new room for maneuver—or deepen structural dependency?

Professor Stephan Klingebiel: I think this is very much a concept associated with President Putin in Russia, and it seems to have been taken up by President Trump as well. If you look at the National Security Strategy from early December 2025, it reflects, more or less, exactly this kind of thinking—how the world should be organized by large powers such as the United States. In this view, regions are defined in which major powers exercise special influence, with the United States claiming its own hemisphere, understood as the Western Hemisphere.

Whether this will ultimately become the dominant way in which the world is organized remains to be seen. At the very least, however, we can observe a real risk that this kind of concept may become attractive to a number of countries.

At the same time, we need to recognize that the imperial era—when colonial powers simply ruled over other countries and territories—is quite different from today’s reality, characterized by a very different global economy. In many parts of the world, there is now an alternative understanding of how the international order should be organized. We also see significant economic and military potential in Europe and elsewhere.

So, in a sense, this intention—we want to rule our own hemisphere—is clearly present. But whether it will actually define the future organization of the international system is still uncertain. Importantly, this is also a moment in which many actors and countries are trying to push back against such ideas. European actors, for example—the European Union and the UK—have the potential to link up with partners in the Global South who are not in a weak position in many respects. So we can oppose those intentions and approaches that seek to establish a system of hemispheres.

Europe Needs the Capacity to React Within Days or Even Hour

European Commission headquarters with waving EU flags in Brussels. Photo: Viorel Dudau.

What realistic policy alternatives exist to prevent a spiral of authoritarianism, protectionism, and institutional decay? If you had to prioritize three concrete steps for Europe, what would they be?

Professor Stephan Klingebiel: I think one main challenge we need to overcome is organizing collective action. Collective action, as we know, is often difficult to organize because, within one group, there are different views and different interests. Just look at the tariff threats from the US over the past weeks and months. We saw a situation in which, for example, the interests of France, Germany, and other EU countries diverged, making it difficult to arrive at a clear, unified position.

But this is not impossible. With the Greenland escalation over the last few weeks, we saw that collective action can indeed be achieved. So, organizing collective action is crucial. A second point is that collective action among a like-minded group is a requirement—a precondition—for success. At the same time, we also need to recognize that, in certain moments, a smaller group of actors may need to provide leadership, particularly in shaping concepts and strategies.

It is also useful to consider one advantage President Trump has: as the leader in power, he can decide overnight what he wants to do. For the European Union, it is far more difficult to speak with one voice within a very limited timeframe. What this means is that Europe needs to develop the capacity to react within short periods—within days or even hours.

This kind of leadership by some European countries—without neglecting the views and interests of smaller EU members or other actors—should ensure that there is a capable, small group in a position to respond quickly. Like-mindedness is one requirement, but it must also translate into an approach that is agile in many ways: agile in terms of speed, and agile in terms of producing solutions that are ready to confront new challenges, such as political leaders openly stating their intention to take over another country.

In this regard, I think it requires a strong willingness to mobilize political, economic, and military resources, and the capacity to make decisions swiftly. These are some of my responses to your question.

Global Order Minus One Could Become a Powerful Incentive

And finally, Professor Klingebiel, looking ahead, do you foresee a reconstitution of multilateralism, a stable equilibrium of fragmented governance, or a drift toward competitive blocs—and what political choices today will be decisive in shaping that outcome?

Professor Stephan Klingebiel: It is difficult to make any serious forecast at this point about how the world might look. However, what we have seen over the last couple of weeks is a growing discussion suggesting that we should consider—perhaps even actively push for—a global order that could be described as a “global order minus one.” This would mean that if there is a broad consensus among countries that want to uphold a multilateral approach, that want to keep the United Nations relevant—or even make it more relevant—while the United States takes a different position, it might still be possible to sustain a strong and effective form of multilateralism.

In such a scenario, we would be in a position to isolate, in many ways, what the United States is doing. Even from a conceptual perspective, this kind of global order minus one could become a powerful tool to incentivize the United States to rejoin the international consensus. If the United States were the only major player outside such an order, this would entail significant political and economic costs, as well as increased military risks for the United States itself.

What I want to emphasize is that we are most likely not returning to the situation we had five or ten years ago. Instead, we may be moving toward a different configuration in which global governance needs to be reformed in many ways—not least to incorporate rising actors from the Global South and to make the system fairer overall—but where this new arrangement could also generate substantial pressure on the United States to re-engage.

This perspective is also relevant when considering other actors that are not particularly committed to multilateralism, such as Russia. When it comes to China, the picture is somewhat different, but in all these cases, alignment remains necessary in various ways. A global order minus one may thus represent one possible pathway for navigating and potentially overcoming the difficult situation we currently face.

Professor Francisco Rodríguez is a Senior Research Fellow at the Center for Economic and Policy Research and Faculty Affiliate at the University of Denver’s Josef Korbel School of International Studies.

Prof. Rodríguez: Venezuela Is No Longer About Venezuela, It’s About Demonstrating Power

Giving an interview to the ECPS, Professor Francisco Rodríguez argues that today “Venezuela is no longer about Venezuela; it is about demonstrating power.” He reassesses Chavismo’s constitutional refoundation, noting that “not even the most hardline opponents of Chavismo question the Constitution today,” while stressing that redistribution collapsed when oil rents vanished: “The model of oil-rent redistribution simply does not work if there are no rents to distribute.” Professor Rodríguez highlights the durability of moral antagonism—“us versus them”—and shows how social policy can operate as rule: “We bring you food; we take care of your family’s needs.” Crucially, he links the post-Maduro landscape to Delcy Rodríguez’s room for maneuver, arguing that if she can claim Washington is no longer backing the opposition, she can frame Maduro’s seizure as “a strategic victory.” Yet he warns that US demands for “power-sharing with the opposition” would be “deeply problematic for Chavismo.” He concludes that Trump’s approach is transactional: “not demanding political reform… [but] asking Venezuela to sell oil.”

Interview by Selcuk Gultasli

Giving an interview to the European Center for Populism Studies (ECPS), Professor Francisco Rodríguez—Senior Research Fellow at the Center for Economic and Policy Research and Faculty Affiliate at the University of Denver’s Josef Korbel School of International Studies—offers a comprehensive analysis of Venezuela’s post-Maduro political trajectory. Situating the case at the intersection of populist state resilience, authoritarian adaptation, and shifting US power strategies, Professor Rodríguez advances a stark diagnosis: “Venezuela is no longer about Venezuela; it is about demonstrating power.” In his account, the country has become a geopolitical signal—a site through which coercive capacity, transactional hegemony, and the limits of democratic opposition are being tested.

Professor Rodríguez begins by reassessing the foundational pillars of the Chávez-era project—constitutional refoundation, oil-rent redistribution, and the moralization of politics—arguing that these were not merely leader-centered strategies but elements of a durable populist state architecture capable of surviving leadership decapitation. While personally critical of the 1999 Constitution, he notes that “not even the most hardline opponents of Chavismo question the Constitution today,” underscoring how deeply constitutional refoundation has been absorbed into Venezuela’s political ethos. Even critics, he observes, now invoke the Constitution “as a model that the Maduro government is failing to uphold.”

On political economy, Professor Rodríguez emphasizes that populist redistribution depends on material abundance. “The model of oil-rent redistribution simply does not work if there are no rents to distribute,” he argues, pointing to a 93 percent collapse in oil revenues between 2012 and 2020. This collapse, compounded by US sanctions, forced the regime toward pragmatic—and even neoliberal—adjustments, not as a matter of ideological conversion but constraint. As Professor Rodríguez puts it, the economy remained closed “not because the government didn’t want it open, but because the United States government didn’t allow it.”

A central theme throughout the interview is the durability of moralized politics. Chavismo’s framing of politics as an existential struggle between “the people” and apátridas (stateless persons in Spanish/Portuguese, S.C) continues to structure both regime and opposition behavior. Professor Rodríguez cautions that this antagonistic grammar cannot be easily abandoned, particularly because “the opposition has also embraced a moralized framework, albeit from the opposite angle.” This mutual entrenchment helps explain why moments that might have enabled institutional cohabitation—most notably the opposition’s 2015 parliamentary victory—instead produced escalation and breakdown.

Within this transformed landscape, Professor Rodríguez devotes particular attention to Delcy Rodríguez’s room for maneuver. He argues that her political viability now hinges on whether she can credibly claim that Washington is no longer backing the opposition. Under those conditions, Maduro’s seizure can be reframed as “a strategic victory,” preserving Chavismo’s narrative of confrontation. At the same time, Professor Rodríguez warns that any US demand for “power-sharing with the opposition” would be “deeply problematic for Chavismo,” requiring a fundamental rewriting of its moral and institutional grammar.

The interview culminates in Professor Rodríguez’s assessment of US intervention under Donald Trump. Contrary to expectations, Trump did not demand democratization or power transfer, but oil. “What Trump is effectively doing now is not demanding political reform,” Professor Rodríguez explains; “he is asking Venezuela to sell oil to the United States.” This approach reflects a broader logic of informal empire: “It is more efficient to rule through domestic elites who follow US directives than to administer the country directly.” In this sense, Venezuela becomes less a national case than a global message—one that signals the new rules of transactional power, and the risks they pose for democratic oppositions worldwide.

Here is the edited transcript of our interview with Professor Francisco Rodríguez, slightly revised for clarity and flow.

Between ‘Us Versus Them’ and External Power: Chavismo After Maduro

Chavez-Maduro
Iconic sites in central Caracas, where buildings are decorated with murals promoted by the Chávez and Maduro governments. Photo: Dreamstime.

Professor Francisco Rodríguez, thank you very much for joining our interview series. Let me start with the first question: With Nicolás Maduro removed yet the Chavista state apparatus largely intact, how should we reinterpret the foundational choices of the Chávez era—constitutional refoundation, oil-rent redistribution, and the moralization of politics—as elements of a populist state project capable of surviving leadership decapitation?

Professor Francisco Rodríguez: First of all, thank you very much for having me, and thank you for the opportunity to have a conversation about Venezuela and its populist model and evolution. Let me start by addressing the three aspects you mention. One of them is the Constitution. To a certain extent, constitutional refoundation is something Chavismo achieved quite remarkably, and it has become deeply ingrained in the Venezuelan ethos. The evidence for this is that there is very little, if any, discussion among Venezuela’s political actors about the need to change the Constitution. This is not to say that I think the current Constitution is good. On the contrary, I am quite critical of the way it expands executive power, and I believe that reform in this area will be necessary. But the reality is that not even the most hardline opponents of Chavismo question the Constitution today. In fact, they often invoke it as a model that the Maduro government is failing to uphold.

Turning to the other two points you raised—moralization of politics and oil rents—I think what we have seen over the past few years, roughly over the past decade, is that the model of oil-rent redistribution simply does not work if there are no rents to distribute. In Venezuela, those rents effectively disappeared. Oil revenues declined by 93 percent between 2012 and 2020. They have recovered somewhat since then, but they remain around 75 percent lower than their peak in 2012. As a result, the government has far fewer resources to redistribute, and, to some extent, it has already been forced to move toward a neoliberal policy paradigm. The main reason it has not gone further in that direction is that the economy has been under sanctions, which has prevented the implementation of some basic elements of the neoliberal model, such as opening the economy to foreign investment. This closure was not due to a lack of willingness on the government’s part, but rather because the United States government did not allow it.

Moralized Politics, External Pressure, and Strategic Uncertainty

This brings us to the third point: the demoralization of politics. This is something Chavismo will have to grapple with and much depends on how the current intervention evolves. Chavismo’s narrative has long been one of moralization—of us versus them—casting its opponents as apátridas, people without a sense of the fatherland. This narrative was effective over the past decade, during a period of open confrontation with the United States. But what has happened now is that the US has prevailed, in the sense that it has imposed its power on Venezuela and compelled Venezuelan authorities to react according to its dictates. Venezuelan authorities are therefore no longer acting autonomously. How do they sustain this narrative under these conditions? In the two weeks since Maduro’s seizure, they have been playing a dual game: complying with US demands while simultaneously maintaining the narrative that Maduro has been kidnapped and must be returned. In this way, they can still preserve the idea of confrontation.

The problem—and we will probably return to this later—is that this confrontation has its own dynamics. It is not something Chavismo can easily abandon, because the opposition has also embraced a moralized framework, albeit from the opposite angle: an “us versus them” discourse that pits the good against the bad, or decent society against a corrupt criminal mafia. This is not a narrative that can be changed at will. Yet if, for example, as a White House spokesperson suggested —and as President Trump has hinted—a White House visit by Delcy Rodríguez is being contemplated, it will become very difficult to sustain that confrontational narrative.

This leads to the final question: is there a way for Chavismo to continue evolving, and what will its core narrative be? Is this a strategic retreat—a case of “we have to do this to defend the project”? Or does it mean abandoning some of the project’s foundational tenets altogether?

It Is Too Early to Tell Whether Adaptation Will Become Strategy

Hugo Chávez
Late Venezuelan President Hugo Chávez attended the ceremony marking the laying of the foundation stone for a monument to Simón Bolívar in Moscow, Russia on October 15, 2010. Photo: Dreamstime.[/caption]

In your work, you highlight how Chavismo constructed politics as a moral antagonism between “the people” and existential enemies. After Maduro’s seizure, does this moralized populist logic appear less as a contingent discursive strategy and more as a durable institutional grammar that shaped courts, security forces, and rent allocation?

Professor Francisco Rodríguez: I am tempted to respond as Zhou Enlai is said to have responded to a question about the French Revolution: it is too early to tell. It later emerged that the question was lost in translation and was actually about the May ’68 revolts, but the answer certainly applies here as well. What we are seeing now is very short-term adaptation to external circumstances, which, depending on how events unfold, may later be interpreted as strategic. Let me illustrate this with the example of Chávez after the 2002 coup.

After returning to power following the 2002 coup, Chávez adopted a very conciliatory tone. He even asked for forgiveness for his previous attitude, acknowledging that he should not have fired the PDVSA (Venezuela’s state oil company) managers in the manner he did—an episode widely perceived as humiliating, or at least framed that way by Chávez himself. Crucially, at that moment he also acceded to the main demand of economic elites: changing the economic cabinet. He brought in a group of pragmatists to run the economy, and they remained in place for about a year. One year later, however, Jorge Giordani—Chávez’s chief architect and ideologue—was back in charge of economic policy.

Some interpret this episode as Chávez merely playing along, and there is certainly some truth to that. But there is also another dimension, linked to the enduring dynamics of confrontation. That economic cabinet survived through the general strike and the oil strike against Chávez and was only replaced once Chávez concluded that he was back in confrontation mode—that the opposition was again trying to overthrow him—and that he therefore needed a command economy capable of asserting control over oil resources. This entailed abandoning efforts to accommodate the private sector. If we look back at that moment, Chávez imposed exchange controls in January 2003 during the oil strike, but crucially, he did not lift them once the strike ended. In effect, he shifted from a strategy of trying to bring the private sector into a governing coalition and broadening his base of support to one centered on confrontation: controlling oil rents and disciplining the private sector through control of those rents and access to foreign exchange.

Trump Is Not Demanding Reform—He Is Asking for Oil

One of the key uncertainties today is how the United States will proceed. US policy will shape many of the constraints facing Venezuela. If the US were to station warships off Venezuela’s coast and dictate terms, Venezuela would have little room to maneuver. But this is a somewhat unusual version of coercion coming from the Trump administration. President Trump’s first administration was the one that stopped buying oil from Venezuela. What Trump is effectively doing now is not demanding political reform, elections, or the transfer of power to María Corina Machado. Instead, he is asking Venezuela to sell oil to the United States—something Venezuelan authorities had long been asking Trump to permit. This is not a demand that makes the Delcy Rodríguez regime uncomfortable.

To the extent that Venezuelan authorities can establish a working relationship with the Trump administration, and as long as Washington maintains this stance, the moral and institutional grammar you describe is likely to persist. This episode can easily be framed as yet another chapter in the “us versus them” struggle. It is important to recall that Chavismo’s confrontation has never primarily been with the United States, but rather with the domestic opposition and economic elites. If Delcy Rodríguez can credibly claim that Venezuela has won US support and that Washington is no longer backing the opposition, she can present this as a strategic victory. She does not need to deny that Maduro’s capture was problematic; she only needs to frame it as having defeated the opposition on that front.

Under those conditions, the discourse of confrontation would be preserved and would continue to be embedded in Venezuelan institutions. The real difficulty would arise if the US were to change course and demand power-sharing with the opposition. That scenario would be deeply problematic for Chavismo. While it might still be manageable, it would be extraordinarily difficult to justify to supporters. It would be just as challenging for Delcy Rodríguez as for María Corina Machado to explain why they should cooperate, why they should sit at the same table. Such a shift would require a profound rewriting of the moral narrative and the institutional grammar that accompanies it, because any genuine power-sharing arrangement would have to extend into the institutions themselves. That would represent a fundamentally different political game from the one Chavismo has played over the past quarter century.

María Corina Machado
Venezuelan opposition leader and ousted lawmaker María Corina Machado during a street protest movement of civil insurrection against the government of Nicolás Maduro in Caracas, Venezuela, 2017. Photo: Edgloris Marys.

The Difference Between Chávez and Maduro Is Abundance, Not Personality

From a populism studies perspective; to what extent did Chavismo succeed in transforming a charismatic, plebiscitary project into a post-charismatic regime—one in which moral legitimacy, clientelism, and coercion became routinized within the state itself?

Professor Francisco Rodríguez: That’s a great question. It is tempting to focus on the contrasting personalities of Chávez and Maduro, but I would place much greater emphasis on material and economic constraints. Chávez governed during an era of abundance. When he came to power, Venezuelan oil was selling for about $9 a barrel; by the time he died, it was selling for more than $100.

Those rents later collapsed for two main reasons. The first was the sharp decline in oil prices between 2014 and 2016. The second was the political crisis triggered by that collapse, which led, among other things, to US economic sanctions. This raises an unavoidable counterfactual question—one that is necessarily subjective: how would Chávez have reacted to the complete erosion of rents? Would he have behaved differently from Maduro? My view is that he probably would not have.

Had Chávez found himself unable to win elections and facing both a hostile domestic opposition and a US government effectively seeking his removal, I believe he would have become just as repressive as Maduro. There is little in Chávez’s governing style to suggest otherwise. We need only recall the period leading up to the 2004 recall referendum, when Chávez used the Maisanta list to regulate access to public employment in a highly clientelist manner—shoring up support before the vote and intimidating not so much committed opposition voters as potentially neutral citizens and public employees who might have contemplated opposing him. In that sense, similar dynamics would likely have prevailed under Chávez.

That said, as an economist, I am not best equipped—nor is my discipline particularly well suited—to analyze questions of popular or leader charisma. What I can say is that Chávez’s association with a period of prosperity, driven by oil rents and reflected in improvements in living conditions and social indicators through expansive social spending, would likely have made the ensuing crisis resemble Cuba’s “Special Period.” The enduring memory of better times, and of restored dignity and living standards for many of the poor, might have been sufficient to sustain Chávez’s support—something Maduro has been unable to claim.

Chavismo Was Surprised by the Scale of Its Own Electoral Defeat

This contrast is still evident in public opinion today: Chávez remains widely popular, while Maduro does not. As a result, Maduro has relied far more heavily on coercion and institutional control, a tendency that reached an extreme in the 2024 elections, when the government concluded that it had no option but to brazenly steal the vote. Ironically, the fact that Maduro resorted to fraud suggests that he believed victory was still possible. This episode marked a moment when Chavismo was genuinely surprised by the depth of its loss of popular support.

It is important to stress, however, that this surprise did not stem from ignorance of opinion polls or a failure to monitor public sentiment. Careful readings of polling data suggested the election would be relatively close. Nor was it due to an inability to track electoral performance in real time; the government possesses a fairly robust system for doing so, which led it to believe it had mobilized roughly five million votes—enough to make the contest tight even under the opposition’s most favorable assumptions.

What Chavismo was not prepared for was the possibility that, of those five million mobilized voters, around one million would ultimately vote not for Maduro but for Edmundo González. In that moment, the very structures the regime had built revealed their limits. Returning to your question, this suggests that mechanisms of coercion were not fully routinized. They had been routinized for a long period during which they functioned effectively, as evidenced in 2021, when the opposition participated in elections, European Union observers were present, and the government swept the regional contests. At that time, the clientelist model worked.

By 2024, however, something had shifted. That structural break is precisely what the model—one that had kept Maduro in power for twelve years—is now struggling to confront.

CLAPs, Causality, and the Mechanics of Populist Rule

Given that Chávez-era distributive systems continue to function after Maduro’s removal, how should we reassess social policy not merely as welfare provision but as a populist technology of rule—and what does your work on targeted benefits tell us about how redistribution becomes a mechanism of political loyalty under authoritarian populism?

Professor Francisco Rodríguez: I think it is important for me to explain briefly what my work does and what it does not do. This relates, in part, to the broader conversation between economics and the social sciences and to what economists typically try to accomplish. We generally aim to identify causal effects. In my World Development paper on how clientelism works, I use a natural experiment—the repetition of elections in the Venezuelan state of Barinas—to evaluate how social transfers respond to elections. More specifically, I examine the effect of electoral competitiveness on social transfers.

To do so, I use the government’s food package distribution system—the Local Committees for Supply and Production (CLAPs). What I find is quite interesting. When this natural experiment is used to identify causal effects, the results show that, as a consequence of the election, social benefits were targeted more toward median voters—those located in the middle of the political spectrum. This has important implications for the standard narrative on populism. Much of the literature assumes that government supporters are more likely to receive social benefits. That is true as a correlation, as a descriptive statistic, and that point is undeniable. But descriptive statistics are not the same as causal effects. This pattern may exist because the government is actively targeting its followers, but it may also exist because supporters are more likely to self-select into these programs.

It is easy to find anecdotal evidence of opposition supporters saying, “I’m not going to take a food package from the government; I’m not going to give them my information, because that allows them to control me. I don’t like that food; I think it’s poor-quality or even dangerous.” This behavior must be disentangled from other causal factors, such as income differences. Pro-opposition supporters tend to have higher incomes and can therefore more easily opt out of these programs. That disentangling is precisely what the causal experiment helps to achieve.

Between Welfare and Control

So, it is one thing to say that the government uses these programs electorally to target median voters, which is what my paper demonstrates. But it is also important to recognize that, descriptively, government supporters still tend to be the main beneficiaries of these programs. Another key finding in the data is that when people are asked, “Why are you getting CLAP boxes?” or “Why are you not getting CLAP boxes?”, the overwhelming majority respond, “I’m getting them because I registered,” or “I’m not getting them because I didn’t register.” Very few respondents—less than 10 percent—say, “I’m getting them because I support the government,” or “because I have friends in the government,” or “I’m not getting them because I’m not on the government’s side.”

This means that the system is politically targeted, but not necessarily in the way it is often assumed. As a result, voters’ reactions to it are also quite different from what is commonly presumed. In many respects, it appears as the state doing what it is expected to do: delivering food to people and to families. In another paper that I am about to publish in a collection with the Inter-American Development Bank, we estimate the calorie effect of the CLAP program and find it to be substantial—around 500 calories per person. In the context of a massive economic collapse, that can make the difference between famine and the avoidance of famine.

What we are seeing, then, diverges in important ways from standard assumptions. There are, of course, other mechanisms of control. The Carnet de la Patria, for example, operates much more in the classic quid pro quo clientelist manner: if you support me, you receive a monetary transfer. The government uses cash in this way, and it is often considered legitimate for it to do so. As Maduro once explicitly stated during a campaign speech, “This is dando y dando—you give, I give.” He was referring not to CLAP boxes, but to cash transfer programs.

How Everyday Welfare Became a Source of Regime Resilience

At the same time, there is another set of programs that is essentially universalistic. Even if these programs can be politically targeted for strategic reasons, they are universalistic in the sense that everyone is presumed to have access to them, and in practice, those who want access can obtain it. This closely resembles how the Misiones functioned under Chávez, or programs such as Misión Mercal. No one was asked for a government ID card or a Socialist Party card to buy subsidized food at Mercal supermarkets. You simply went in. Yet when you entered the store, saw the staff, and examined the packaging, it was clear that there was political messaging. The implicit message was that the government was doing good things for you. In this sense, it is comparable to Donald Trump signing COVID relief checks and sending them out as personal checks.

My view, then, is that when we try to understand why Chavismo’s popularity—and even Maduro’s support—has remained at around 30 percent, which appears to be roughly what he obtained in the election, we need to ask why, in the context of such a severe economic crisis, it did not fall to 10 percent. In Peru, for example, presidents often have single-digit approval ratings. Why did this not happen in Venezuela? Why was the revolution, in that sense, so resilient? The answer lies in its continued ability to build sources of legitimation, largely by conveying the idea that the state is being administered for you and on your behalf. Even amid economic crisis, the message remains: we are doing our job; we bring you food; we take care of your family’s needs.

When the Model Didn’t Change—but the Conditions Did

The persistence of Chavista governance raises questions about personalism. In retrospect, where do you see the key discontinuities between Chávez and Maduro—particularly regarding elite cohesion, coercive capacity, and the role of elections as rituals of legitimation rather than mechanisms of accountability?

Professor Francisco Rodríguez: Here again, I would return to the counterfactual I mentioned earlier: how different is what we are seeing now from what we might have seen under Chávez had he faced an economic crisis similar to the one Maduro confronted? My view is that the differences are not as pronounced as they are often assumed to be. I do not see major discontinuities in the political model itself, or even in the modes of governance. Many of the apparent discontinuities are better explained by external factors—most notably the collapse of oil revenues and the imposition of economic sanctions, both of which emerged from a particular evolution of the political conflict. That evolution did not stem from the imposition of a fundamentally different governing model, but rather from a deeper issue: the absence of compromise as a viable option within the political culture.

If there is a moment that can be identified as truly decisive—and again, this is not because Maduro is fundamentally different from Chávez—it is the opposition’s victory of a supermajority in the 2015 parliamentary elections, a result that Chavismo initially accepted. The government did not annul or steal the elections and formally recognized the outcome. It did, however, challenge the election of several legislators from the state of Amazonas, a move that ultimately deprived the opposition of its supermajority. That supermajority would have enabled the opposition to initiate proceedings against the Supreme Court or convene a constituent assembly. In that sense, it was a kind of nuclear option, and Chavismo neutralized it by invalidating those legislative seats, while still allowing the opposition to retain a simple majority.

In almost any political system, one would then expect negotiations over cohabitation to follow. Typically, a government in that position would approach the legislature and say, “Let’s work this out. Let’s find a way to govern together. What do you want, and what do we want?” But no such effort was made—by either side. There are, after all, different ways of operating within a political system. One is through negotiation; another is through economic incentives or coercion, which governments routinely employ. Minority parties are bought off; opposition blocs are peeled apart. The government controls the state apparatus and oil rents and can easily approach opposition legislators individually or target small centrist parties, offering ministerial posts or control over specific policy areas—housing, the environment, minority rights. These are standard political tools.

Moral Antagonism and the Breakdown of Political Compromise

In this case, the government had two basic options. It could have sat down with the opposition coalition to negotiate a coexistence arrangement that would allow governance and the passage of legislation. Alternatively, it could have pursued a piecemeal strategy, fragmenting the opposition to construct a working majority. Maduro did neither, and the opposition likewise refused to engage in such processes.

This is where I would locate the core problem. I would hesitate to call it a discontinuity in the political model itself, but it was certainly a discontinuity in outcomes. The system was simply not designed to operate under a constitutional arrangement that required cohabitation. And this is not unique to Chavismo. It reflects a deeper feature of Venezuelan political history. During the democratic period that began in 1958, parliamentary and presidential elections were held simultaneously, ensuring that presidents almost always governed with a compliant Congress. The lone exception was in 1993, when Rafael Caldera won the presidency with only a plurality, leaving his party without congressional control and forcing some form of accommodation.

The belief that governments do not need to negotiate with the opposition is deeply ingrained in Venezuelan political culture. That is where the system—on both sides—ultimately breaks down. And it breaks down, once again, because of the politics of moral antagonism we discussed earlier. How can you justify governing alongside an actor you have portrayed as an existential enemy, as the embodiment of unpatriotic or immoral behavior? You cannot. Neither side could.

This dynamic was evident on the opposition side as well. When Henry Ramos Allup assumed the presidency of the National Assembly, he announced that the opposition would seek a constitutional route to remove Maduro from office within six months. In effect, he was openly advocating regime change. Both sides were locked into this confrontational mode, and their inability to move beyond it precipitated the escalation of the political conflict—ultimately leading to the adoption of scorched-earth strategies that inflicted severe damage on the economy.

From Democratic Opposition to Zero-Sum Politics

And finally, Professor Rodríguez, drawing on your New York Times analysis of Machado’s hardliner identity—including the symbolic handing over of her Nobel Peace Prize medal to President Trump—what does this episode reveal about the risks of moral absolutism, charismatic personalization, and alignment with coercive external power in populist contexts? More broadly, what does the Venezuelan case tell us about Trump’s transactional approach to authoritarian regimes and the dangers it poses for democratic oppositions elsewhere?

Professor Francisco Rodríguez: It is a very revealing episode because it encapsulates a central dilemma in opposition politics. Moderates within the opposition struggle to mobilize voters around their projects and are highly vulnerable to being denounced as collaborationists or as having been co-opted by the government. As a result, moderate opposition figures tend to reach a political dead end. Once they attempt to articulate an alternative based on compromise, they quickly lose momentum.

Returning to my earlier point about confrontation as part of the modus vivendi, the issue is not that no one has questioned this logic. Rather, within the opposition, those who have challenged it have not been electorally successful. This is evident in the case of Henri Falcón, who failed as a candidate in 2018 despite Maduro being as unpopular then as he was in 2024, according to opinion surveys. The same dynamic is visible with Henrique Capriles, who was once a highly popular opposition leader but lost significant support after adopting a more moderate stance. It is also evident in the case of Manuel Rosales, the governor of Zulia, who emerged as a plausible replacement after Machado was disqualified. Rosales had credibility as someone who had reclaimed Zulia from Chavismo and governed from the opposition without framing politics as a zero-sum struggle. Yet he was ultimately sidelined, largely because Machado’s supporters undermined him on the grounds that they reject any form of collaboration.

It is also important to recall that Machado herself was a vocal critic of Juan Guaidó, whom she regarded as too conciliatory toward Maduro. Her main criticism was that, as president of the 2015 National Assembly and interim president, he failed to invoke constitutional powers to formally call for foreign military intervention—effectively inviting external troops into the country. She criticized him forcefully for this. Looking further back, Machado was present at the swearing-in of Pedro Carmona as de facto president following the 2002 coup against Chávez. This is not mentioned simply to question her democratic credentials—though it is often raised in that context—but to underscore the narrative that underpins her political stance: the belief that Chavismo was never democratically legitimate. In her view, Venezuela was already a dictatorship in 2002, and a coup against that dictatorship was therefore justified.

Crisis, Charisma, and the Appeal of No Compromise

President Nicolas Maduro
Venezuela’s controversial President Nicolas Maduro speaks during a rally on the 22nd anniversary of the coup against Hugo Chavez in Caracas, Venezuela, on April 13, 2024. Photo: StringerAL.

This narrative resonates strongly in a country that has experienced the largest economic contraction ever recorded in peacetime, where roughly a quarter of the population has emigrated, poverty rates have exceeded 90 percent, malnutrition—virtually nonexistent in the mid-2010s—has risen to more than 25 percent, and the government has grown increasingly authoritarian. In such conditions, it is understandable that voters are drawn to a leader who argues that Maduro remains in power because previous challengers were not forceful or resolute enough. This is how Machado constructs her political persona: as the uncompromising figure, the leader unwilling to strike a deal with Chavismo, the one who promises not coexistence but defeat. Her slogan, hasta el final—“to the end”—signals a final confrontation in which victory is assured.

This narrative mobilized voters on two levels. Traditional opposition supporters embraced it enthusiastically, given their deep hostility toward Chavismo. At the same time, more centrist voters—some of whom had previously supported Chavismo—were also drawn to her. In many respects, Machado embodied characteristics associated with Chávez himself: a young, decisive, energetic leader offering a dramatic rupture. The promise she made closely resembled the promise Chávez made in 1999. This helps explain why roughly a third of the Venezuelan electorate reports supporting María Corina Machado while simultaneously viewing Chávez as a good president.

That support, however, did not entail a transformation of her underlying narrative or that of her core constituency. Instead, it reinforced a political posture fundamentally incompatible with governing alongside Chavismo. This is where the Trump administration’s intervention becomes especially revealing. The decision was to remove Maduro—to decapitate the regime—without fully dismantling it. Comprehensive regime change would have required military occupation, significant loss of US personnel, and a long-term commitment unlikely to be sustained by public opinion. As Iraq and Afghanistan demonstrated, the costs of occupation often exceed those of initial military victory.

Instead, the United States adopted an approach reminiscent of earlier interventions, such as in Cuba and the Philippines after the Spanish-American War or in the Dominican Republic, Haiti, and Nicaragua in the early twentieth century. The logic is straightforward: military leverage and conditionality remain in place, while local actors govern. It is more efficient to rule through domestic elites who follow US directives than to administer the country directly.

Why Machado Didn’t Fit the New Power Strategy

This framework also helps explain how Trump has framed his relationship with Machado. The implicit message is that she is admirable—even symbolic, as evidenced by the Nobel Peace Prize medal—but politically impractical. Incorporating her into governance would disrupt the broader strategy. After Maduro’s removal, Venezuela ceased to be primarily about Venezuela; it became a demonstration of power. The operation showcased the US capacity to remove a foreign leader with extraordinary efficiency, without the loss of American lives, and to detain him in the United States. Many observers, myself included, believe this likely involved internal collaboration, making it resemble a palace coup under the cover of military intervention. For Trump, however, the narrative is unambiguous: this is what American power looks like.

This is where Trump’s arrangement with Delcy Rodríguez acquires broader significance. The message is simple: compliance is rewarded. Speaking recently in Davos, Trump claimed—characteristically exaggerating—that Venezuela would earn more in the next six months than it had in the previous twenty years. That assertion is plainly false, given that those twenty years include the Chávez-era oil boom. But the rhetoric is less important than the underlying signal: the new Venezuelan authorities are doing what Washington demands, and they are being rewarded for it.

Trump delivered this message before an audience of European leaders, implicitly asking them which path they wished to follow—whether in relation to Venezuela, Greenland, or other geopolitical issues. Cooperation would bring benefits; resistance would invite hostility. This logic extends beyond Europe to the Middle East, including Gaza, and to Latin America more broadly. It reflects an effort to reassert US dominance in what Trump conceives as the Western Hemisphere, consistent with a revived Monroe Doctrine logic.

What emerges from this approach is an attempt to construct a functional protectorate—economically, and perhaps politically. Yet a protectorate, by definition, lacks full sovereignty. Under such conditions, the meaning of democracy becomes ambiguous. The likely outcome is an authoritarian system, potentially evolving into a form of competitive authoritarianism. Even if Venezuelan oil revenues were to increase by only a fraction of Trump’s exaggerated claims, the resulting economic growth—on the order of 20 to 25 percent annually for several years—would make such a regime politically viable.

Just as Maduro’s popularity collapsed with the economy, Delcy Rodríguez could gain substantial legitimacy if she presided over sustained economic expansion. That is the bargain Trump is offering—not out of benevolence, but because he wants Venezuela to serve as a showcase: a revitalized economy demonstrating the rewards of alignment with US hegemony. Ultimately, that is the message Trump seeks to send to democratic oppositions and authoritarian regimes alike: these are the new rules, and this is what you get when you play along.

Dr. Kamran Matin is a Reader in International Relations at the University of Sussex.

Dr. Kamran Matin: Iran Regime Has Ruled by Coercion, Not Consent

Iran is entering a critical juncture as renewed protests expose both the fragility and the resilience of the Islamic Republic. In this in-depth interview with the ECPS, Dr. Kamran Matin argues that since the 2009 Green Movement, the Iranian regime has ruled “primarily through coercion rather than consent,” relying on repression while retaining the support of only a small social base. Yet violence alone does not explain regime survival. As Matin emphasizes, the Islamic Republic endures “not only through violence, but through a fragmented opposition” that lacks organizational depth, ideological coherence, and a credible alternative vision. Drawing on political economy, Gramscian theory, and regional geopolitics, Dr. Matin analyzes why economic shocks quickly become systemic political crises in Iran—and why, despite widespread de-legitimation, the unresolved question of “what comes next” continues to constrain revolutionary outcomes.

Interview by Selcuk Gultasli

Iran has entered one of the most volatile phases of its post-1979 history. The protest wave that erupted after the sharp currency shock of late December 2025 quickly escalated into explicitly anti-regime mobilization, revealing not only the depth of socio-economic dislocation but also the political vulnerabilities of the Islamic Republic. In this interview with the European Center for Populism Studies, Dr. Kamran Matin—Reader in International Relations at the University of Sussex—offers a theoretically informed analysis of the current conjuncture, foregrounding two interlinked claims that capture the central stakes of the moment: “Since 2009, [the] Iran regime has ruled by coercion, not consent,” and “[the] Iran regime survives not only through violence, but through a fragmented opposition.”

For Dr. Matin, the disputed 2009 election and the Green Movement mark a critical turning point in the regime’s mode of rule. As he emphasizes, “almost all of these signals are present in some form, but at least since 2009—going back to that critical moment—the Iranian state, the Islamic Republic, has ruled primarily through coercion rather than consent.” In his account, the erosion of consent is not merely ideological but institutional: the narrowing of factional pluralism and the weakening of reformist mediation diminished the regime’s capacity to manage dissent through electoral incorporation. The result, he argues, is a system that “retains the support of a small segment of Iranian society—perhaps 10 to 15 percent at most, and maybe closer to 10 percent,” while relying on “brute force: repression, torture, imprisonment, surveillance, and so on” to govern the remainder.

Yet Dr. Matin’s analysis also resists purely repression-centered explanations of authoritarian durability. Alongside state violence, he argues, regime survival is sustained by the organizational weakness and strategic incoherence of its opponents. “I would argue that, in addition to massive levels of violence, what sustains the regime is precisely the fractured nature of the opposition, its disorganization, and the absence of a political discourse that appeals equally to the main segments of society.” Even as protests broaden to include bazaar networks, students, workers, women, and peripheral provinces, the opposition—he contends—lacks the institutional capacity to translate mobilization into a viable transition project. “Apart from state violence,” he continues, “this lack of an organized alternative—ideologically, discursively, and organizationally—is a key factor keeping the regime in power.” The enduring strategic dilemma is therefore not simply the de-legitimation of the regime, but the absence of a credible successor: “Many people ask themselves, ‘What comes next?’”

Across the interview, Dr. Matin situates these dynamics within wider debates on revolutionary crises, hegemonic contestation, and regional geopolitics. He examines how economic shocks in a rentier political economy can rapidly become systemic political conflict; how coercion is deployed through targeted and exemplary violence; and how opposition plurality can both energize revolt and inhibit the formation of a unifying, “national-popular” project. Taken together, Dr. Matin’s intervention offers a stark but analytically precise assessment of Iran’s predicament: a regime increasingly dependent on coercion, confronting a society in revolt—yet facing an opposition still struggling to answer the question that shadows every revolutionary moment: what comes next?

Here is the edited transcript of our interview with Dr. Kamran Matin, slightly revised for clarity and flow.

In Iran, There Is No Sharp Distinction Between the Economic and the Political

Ruhollah Khomeini and Ayatollah Ali Hamaney on billboard in Tabriz, Iran on August 11, 2019.

Dr. Kamran Matin, thank you so much for joining our interview series. Let me start right away with the first question: Protests in Iran reportedly originated in a sharp currency shock on 28 December 2025 and rapidly escalated into explicitly anti-regime mobilization. Through what causal pathways do socio-economic dislocations in Iran—currency collapse, inflationary spirals, and distributive breakdown—translate into systemic political contestation rather than reformist grievance, and how does Iran’s specific configuration of state–market–religious authority condition this radicalization?

Dr. Kamran Matin: First of all, I would like to thank you for giving me this opportunity to discuss the protests in Iran. Your question is obviously very dense and contains multiple sub-questions. I will try to address them one by one, to the extent that I remember them.

In terms of economic grievances translating into political contestation, I think we have to bear in mind that Iran is still largely a rentier state. Therefore, like many rentier states—but also developmental states in general—there is hardly anything that is not political in essence. There is no sharp distinction between the economic and the political, because the economic accumulation of capitalists, or the work that the working class does for capitalists, in a country like Iran is ultimately not based—if I use the language of Marxist political economy—on surplus value in the sense we understand it in theory. Rather, profit is ultimately a redistribution of external rent by the state to various sections of society. As a result, the distribution of profit and wealth is politically determined, although not directly; it is mediated through multiple institutions and mechanisms.

In that sense, it is very easy in Iran for economic problems to become political issues. This has always been the case, even before the revolution, during the Shah period. Currently, however, this dynamic has intensified, because the combination of sanctions, the illicit economy, and the informal economy means that control over currency, in particular, is very tightly exercised. The government allocates foreign currency at different rates to different actors. There are cheaper rates from which large industrialists or merchants can benefit, but access to these requires proximity to the state or the government. So even economic competitiveness becomes a fundamentally political process. It is not economic in the straightforward sense that greater efficiency or lower production costs automatically generate higher profits. That logic has very limited purchase in a place like Iran.

Against this backdrop, it is not surprising that the protests began in the so-called bazaar and then very quickly turned into a popular, widespread political movement. However, we should also bear in mind that the bazaar, in the context of Iran—and to some extent perhaps even in Turkey—has somewhat different meanings and characteristics. Historically, the term bazaar referred to the large mercantile bourgeoisie involved in trade. But in recent decades, and probably even earlier, the bazaar has come to include different layers. For example, the current protests were not initiated by traditional, ideologically religious merchants as such, but by shopkeepers selling electronic goods. These goods are imported, especially from Asia—South Korea, Taiwan, Japan and elsewhere—and these traders were unable either to buy or to sell because the currency was in free fall. As a result, they initiated the protests. Because society as a whole was already suffering from high inflation, unemployment, and general economic insecurity, the wider population could easily identify with their grievances.

As for the second part of your question—about Iran’s specific configuration of state–market–religious authority and how it conditions this situation. The bazaar, particularly its traditional merchant class, has historically been very close to the ulama, or clerical class, through intermarriage and shared religious conservatism. At the same time, the security forces—the Revolutionary Guards (IRGC) and the Basij militia—have largely been recruited from the petty bourgeoisie, as well as from these social strata in different parts of Iran. There is therefore a close linkage among these elements. The government itself may be internally diverse, with competing factions, but in moments of crisis such as the current one, these factions tend to close ranks in order to weather the storm. The Supreme Leader plays a key role in maintaining a certain level of coherence within this system, though that is something we might discuss later.

Finally, there is, of course, the question of minorities, nationalities, and women—the gender dimension. In the last major wave of protests, the “Zan, Zendegi, Azadi,” or “Women, Life, Freedom” movement, women and subaltern nations were at the forefront, while large cities—especially in majority Persian-speaking regions—were comparatively quiet. This time, however, the pattern has been somewhat different. The protests began in Tehran and other major cities, while significant sections of Kurdistan remained relatively quiet, although some areas were highly active and bore the brunt of repression in the early days—places such as Ilam or Kermanshah. This difference also calls for explanation and is related to the way the previous protest wave was suppressed, as well as to the fragility and temporary nature of solidarity between the center—Persian speakers or Iranian nationalists more generally—and groups such as the Kurds, the Baluch, and the Arabs. 

I hope I have addressed your question, but I am sure that we will return to many of these issues again in subsequent questions.

Wider, More Popular, Yet Unorganized: The Limits of Expanding Protest Coalition

“Woman, life, freedom”: London protest draws thousands following the death of Mahsa Amini in police custody on January 10, 2022. Photo: Vehbi Koca.

If the current protest wave incorporates bazaar and merchant networks alongside students, workers, women, and peripheral provinces, how does this re-composition of class alliances alter the movement’s structural power, organizational density, and leverage vis-à-vis the state when compared to 2009, 2017–19, and 2022? In particular, does bazaar participation reintroduce a historically decisive—but long dormant—node of revolutionary capacity?

Dr. Kamran Matin: The fact that the bazaar was involved is significant, because in the previous protests you mentioned there was always this notion that the so-called gray area of the Iranian population was not participating. By this gray area, people meant those who were unhappy or dissatisfied but not willing to go to the streets, protest, and risk their lives. This time around, that changed, because we saw participation not only in big cities but also in small ones. There were a large number of casualties in places whose names I had never even heard before—very small towns in distant provinces like Khorasan in the northeast, near Afghanistan—where historically we have seen very little in the way of radical protest against the regime. 

So, I think this time the protests were wider and more popular, with the partial exception of Kurdistan, which again has to do with the way Iranian nationalism operates. Opposition forces often fail to acknowledge Kurdish grievances as such, and not only that: by accusing Kurds of separatism and of being foreign agents, they actually—albeit indirectly—help the Iranian state repress them even more brutally. As a result, people were very afraid of much harsher repression in Kurdish areas, and some parts remained quiet, although, there were many protests in other regions.

Another important point is the significance of the Green Movement in 2009. Just to clarify, in case readers do not remember, it was triggered by a disputed election in which Ahmadinejad was declared the winner, even though Mousavi, the other candidate, contested the result, leading to large protests. That episode effectively resulted in the strategic marginalization of the so-called reformist faction within the Islamic Republic from the state apparatus and state power. This had incredibly important consequences for subsequent protests, because before 2009 the Islamic Republic was often able to remain flexible vis-à-vis popular mobilization. The reformist faction could articulate some of the grievances, allowing people to continue expressing their dissatisfaction through the electoral system by voting for reformist candidates. In this way, the Islamic Republic was able to absorb a great deal of social and political energy and was therefore not as fragile or brittle politically as it later became.

With the sidelining of the reformists, the state became more or less monolithic, dominated by what Western commentators often describe as hardliners or conservatives. Reformists did not disappear entirely, but they no longer wielded any significant power. At the same time, people lost faith in the reformist route to change. From that point onward, every new protest became more radical. Electoral participation dropped dramatically, even according to the state’s own statistics, which are themselves highly engineered and manipulated. Around 2017 or 2018, a famous slogan emerged: “Neither reformists nor conservatives—this is the end of the story.” In effect, people were saying that they no longer trusted either faction, which meant that they were now seeking radical change in the state itself. In their view, the Islamic Republic had to go.

In the most recent protests, we can also see that there was no reference to any possible alternatives within the establishment or the regime, and the slogans were overtly radical. Many of these slogans had appeared in previous protest waves as well, but from the limited footage I have seen, the key difference was the level of determination shown by protesters in confronting the security forces. They fought them in the streets and, in some cases, even chased them away. This is why, on the 8th or 9th of January, the regime deployed the IRGC. There are also many reports suggesting that the regime brought in militias from Iraq—the Shi‘a militias of the PMU, or Hashd al-Shaabi—as well as other foreign elements of the so-called axis of resistance that it could mobilize. The idea was that, because they were foreigners, they would have no relatives or social ties that might restrain their actions.

So, the density was there, and the scale was there, but organization was not necessarily present—and that is something we may want to discuss further.

Why Repression, Not Legitimacy, Remains the Regime’s Decisive Pillar

Free Iran Protest in Toronto, Ontario: A large group of demonstrators marches south along Bay Street. Photo: Cameron Ballantyne Smith.

In assessing whether the Mullah regime is approaching a decisive rupture, which indicators matter most analytically: elite fissures within the clerical–security nexus, defections or hesitation within coercive institutions, breakdowns in fiscal extraction and strike coordination, or erosion of regime legitimacy within religious networks? How should these signals be weighted relative to one another?

Dr. Kamran Matin: Almost all of these signals are present in some form, but at least since 2009—going back to that critical moment—the Iranian state, the Islamic Republic, has ruled primarily through coercion rather than consent. It still retains the support of a small segment of Iranian society—perhaps 10 to 15 percent at most, and maybe closer to 10 percent. For the rest, it relies on brute force: repression, torture, imprisonment, surveillance, and so on.

If I use Gramscian language, there were periods when a form of hegemonic governance existed, combining coercion with consent. Consent was generated through elections—however engineered they may have been—but also through internal plurality and factional diversity. Reformists and hardliners coexisted, and people could choose one over the other. At the time, many Iranians used to say that they were choosing the “bad” over the “worse.” That option, however, was removed after 2009. From then on, there was effectively only the “very bad” to vote for.

All the other indicators you mention are also present: dire economic conditions, a deep crisis of regime legitimacy, a lack of future prospects, international isolation, and geopolitical weakening—especially since October 7 and developments affecting the so-called proxy forces in the region, the fall of Assad, and related events. Without sheer violence, the Islamic Republic would not be standing. We can see this clearly in the current round of protests as well. Millions of people took to the streets across Iran, in both small towns and large cities, and yet within two nights the regime killed so many people that it managed to force the population back into their homes.

I would say—and this is not just my view, but one shared by scholars of revolution—that it is not enough for a population simply to reject the way it is ruled for a revolution to succeed. For a revolution to succeed, the state must also be unable to repress in the way it has. As long as the repressive and security organs of the state are both willing and capable of suppressing protests, the regime is likely to survive. This is precisely what we have seen over at least the past ten years. So, I think this is the most important indicator.

An indirect confirmation of this can be seen in the way the 12-day war last summer paved the way for the current protests. Militarily, people saw that the Islamic Republic was unable to defend itself. A large number of the most senior commanders of the IRGC were killed on the first day, and the so-called axis of resistance forces disappeared from the political scene, at least temporarily. This created the impression that the state was far more fragile than before, which encouraged people—or gave them the courage—to act as they did this time.

On top of that, there was a statement by Trump, which initially emboldened the protesters. But we know what happened afterward: he changed his position, and the threat of intervention, at least for now, disappeared. This again demonstrates how vital the physical, coercive power of the state remains for keeping it intact and for sustaining the current elite in power. The moment it changes, the Islamic Republic will fall.

So, everything now really depends on whether the coherence of the security apparatus and the repressive organs of the state can be maintained in the period ahead.

Many Symbols, No Common Project

Building on your work on societal multiplicity and the nation’s Janus-like form, how should we interpret the coexistence of competing symbolic projects in the streets—monarchist iconography, republican imaginaries, feminist slogans, and multi-ethnic frames? Under conditions of uneven and combined development, does this plurality enable a Gramscian “national-popular” articulation, or does it risk fragmenting sovereignty claims in ways that invite external instrumentalization?

Dr. Kamran Matin: I cannot remember the exact words, but Lenin has this famous line that says revolution brings together the most extreme, diverse, and different forces into some sort of unplanned alliance against the status quo. So, it is not surprising that we see very different forces—ideologically, politically, and socially—on the streets. Like most revolutions, these protests in Iran are defined more by opposition to what exists than by a shared vision of the alternative that each actor seeks to establish.

Historically, it is in such contexts that an organized political party or movement can harness this massive social energy toward a particular political objective. This role was played in 1979 by Ayatollah Khomeini, a charismatic leader who was able, in some ways, to direct the revolutionary movement. He was vague enough to appeal to all sections of society, while at the same time being very clear in his opposition to the monarchy. This was central to how he built a hegemonic force, as he managed to present the particular interests of Islamists as the general interest of society as a whole. This, of course, ended once the revolution succeeded, when we saw how even Khomeini had to rely on massive violence to consolidate the post-revolutionary state.

At present, we have a great diversity of social and political forces and classes, but the opposition lacks two crucial things. First, it lacks organization on the ground—again, with the partial exception of Kurdistan, where Kurdish parties have a long history of organized politics. I am sure there are clandestine networks in Kurdish cities and elsewhere, but nothing comparable exists in the rest of Iran, for a variety of reasons. One key reason is that since the 1980s the Islamic Republic has invested almost everything in the physical destruction of the left: mass executions, imprisonment, forced exile, and, even in exile, hundreds of assassinations of dissidents and political leaders. Anyone who could potentially have played a leading role was eliminated.

As a result, we lack organization, we lack charismatic figures, and neither the left nor the liberals possess organic intellectuals in the Gramscian sense. A national-popular front or bloc, in Gramsci’s formulation, also requires organic intellectuals who can articulate a hegemonic project capable of uniting otherwise disparate sectors of the opposition. We do not have this, and in some respects we see the opposite dynamic at work.

Among monarchist forces gathered around the son of the former king, Reza Pahlavi, there is a strong unwillingness to engage in collaboration on an equal footing with other opposition forces. They seek dominance rather than partnership and claim a form of quasi-divine legitimacy. It is almost treated as the birthright of Reza Pahlavi to become the next monarch of Iran, or at least to lead a transitional period. As a result, meaningful cooperation with other parties or opposition groups becomes impossible. The so-called Georgetown alliance during the “Women, Life, Freedom” movement collapsed very quickly precisely for this reason, as he withdrew rather than accept equality with others.

Another major source of fragmentation within the opposition is the deployment of an exclusionary Iranian nationalism—by monarchists, by liberals in the opposition, and by the Islamic Republic itself. After the 12-day war, there was a sudden surge in nationalist symbolism: the promotion of Cyrus the Great, the erection of his statue in Tehran, and the revival of symbols of ancient Iran by the regime. The Islamic Republic understood that Islamist discourse could no longer mobilize society, but that nationalist appeals still might. At the same time, this further alienated the non-Persian peripheries of Iran, which in fact constitute more than half of the population: Azeri Turks, who make up roughly 20 to 25 percent; Kurds, around 10 to 15 percent; as well as Arabs, Baluch, Turkmens, Gilaks, and others.

Most of these groups are unwilling to contribute to the rise to power of forces that already seek to subordinate them politically and culturally. This denial of Iran’s internal diversity by large sections of the opposition creates a major barrier to forming a genuinely powerful nationwide opposition bloc. Each opposition group on its own is too small or too weak to overthrow the regime, yet the discourses they deploy and the strategies they pursue also prevent them from agreeing even on a minimal common program to confront the Islamic Republic.

I would argue that, in addition to massive levels of violence, what sustains the regime is precisely the fractured nature of the opposition, its disorganization, and the absence of a political discourse that appeals equally to the main segments of society. The Women, Life, Freedom slogan did manage to do this briefly. However, as I noted earlier, it was quickly undermined both by internal divisions within the opposition and by the regime itself. Within weeks, an alternative slogan emerged—“Man, Motherland, Development”—which is strikingly reminiscent of fascist slogans from Mussolini’s Italy. Woman, Life, Freedom versus Man, Motherland, Development. Until recently, Reza Pahlavi even displayed this slogan on his profile on X. I think the brief hegemonic role played by the Women, Life, Freedom slogan was significant, but it was actively undermined by substantial sections of the Iranian opposition. 

Necro-politics in Practice: How the Regime Governs Through Maiming, Fear, and Exemplary Violence

Pro-government demonstrators march in support of the regime after the weekly Friday Prayers on January 05, 2018 in Tehran.

Reports describe systematic maiming, mass casualties, and targeted injuries amid an intensifying crackdown under communication blackouts. How should we conceptualize this repertoire of violence—deterrence, exemplary punishment, strategic mutilation, or biopolitical terror—and what does comparative evidence suggest about its medium-term political effects on mobilization, radicalization, and regime cohesion?

Dr. Kamran Matin: The Islamic Republic has a very complex necro-politics. Even the treatment of the dead has a particular political economy. In addition to what you mentioned in the question, many people have been shot in the eyes. This is very deliberate, because the aim is for those who are injured to remain alive and visible, walking around in public, so that others see this as the fate of anyone who opposes the regime.

This is particularly striking because, in the past, the Islamic Republic sought to conceal its violence. Even now, it is only in recent years that there has been some acknowledgement that in 1988 around 3,000 to 5,000 political prisoners were executed. At the time, almost nobody knew; most Iranians were unaware because it was carried out entirely in secrecy. By contrast, today state media actually show the protests and even display bodies in morgues and other locations.

What is also remarkable is that when families of those who have been killed go to collect the bodies of their loved ones, they are required to pay for the bullets that were fired at them. For each bullet, they are reportedly asked to pay around seven million Iranian tomans, which at the current exchange rate is roughly $80 or so—I cannot recall the exact figure. In other words, families are literally required to pay for the bullet that killed their loved one in order to retrieve the body.

On top of that, there are reports that families are offered the option of signing a document stating that the person who was killed was a member of the Basij, the pro-government militia—thus turning them, quote-unquote, into a “martyr.” This allows the government to claim that large numbers of security forces were killed by terrorists allegedly backed by Israel, the US, and others. If families refuse, the bodies may be buried in unmarked graves, and the family may never know where their loved one is buried. In some cases, families are confronted with this choice in addition to the financial demand.

I should add, however, that demanding money for bullets or for the return of bodies is not new. This practice was widespread in the 1980s, especially in Kurdistan, but also in cases involving political prisoners who were executed or hanged in prisons. The Islamic Republic therefore deploys violence in a highly complex and sophisticated manner. It uses exemplary punishment to deter others from protesting and to instill fear across society. When people see injured individuals everywhere, or witness bodies being withheld, mishandled, buried anonymously, or simply disappearing, the psychological impact is deeply traumatizing.

In the short term, this strategy may work for the regime by frightening people into submission. In the longer term, however, it produces enormous anger and even hatred within society—among individuals, families, and communities. This accumulated resentment is likely to erupt again in future protest waves. Yet the Islamic Republic is almost built on periodic crises; in a sense, it thrives on them. Just before we began, I saw a pro-regime journalist or activist claiming that, thanks to God, these recent events have extended the life of the Islamic Republic by fifty years.

They feel that they have not only repressed the protests, but that the very fact of having done so successfully has given them a sense—not of legitimacy, but of unassailability. This, in turn, makes people think twice before participating in the next round of protests.

Why Iran’s Opposition Is Unprepared for Transition

During revolutionary moments, the question of political succession becomes decisive. How would you characterize the current opposition landscape in terms of organizational depth, ideological coherence, and governing capacity, and what risks emerge when maximalist anti-regime unity is not matched by institutional preparedness for transition?

Dr. Kamran Matin: The opposition has none of these: neither organizational depth, nor a clear plan, nor the human capacity to run post-regime governance in any meaningful way at the moment. The material elements are there, but they are not organized in any coherent way. Again, I would distinguish between the situation in Kurdistan and the rest of Iran, because there are important differences.

I could talk for hours about this, but briefly, there are organized Kurdish parties with bases very close to the border, and there is an organic connection with society. As we remember from 1979, the moment the Shah fell, the Kurdish regions became autonomous and self-governing because this organizational infrastructure was already in place. We see similar patterns in Rojava after 2011, or in Iraq after the 1991 Kuwait War. But in the rest of Iran, we do not have this, and I think this absence is absolutely crucial.

Apart from state violence, this lack of an organized alternative—ideologically, discursively, and organizationally—is a key factor keeping the regime in power. Many people ask themselves, “What comes next?” And this is precisely why many were reluctant to take to the streets in the past. One reason Reza Pahlavi’s name was chanted in some protests is that people believed he had a workable plan, although we later saw that he really did not. He called on people to go to the streets and suggested that help was on the way, echoing Trump’s rhetoric, and obviously nothing materialized. In fact, many people now blame him for a significant portion of the casualties in Iran. So, overall, the opposition is rather weak.

Trump’s Iran Rhetoric Aims at Behavioral Change, Not Regime Change

US Presidential candidate Donald Trump held a campaign rally at PPG Paints Arena in Pittsburgh, Pennsylvania, on November 4, 2024. Photo: Chip Somodevilla.

US President Trump’s call for Iranians to “keep protesting” and his claim that “help is on its way” mark an unusually explicit rhetorical intervention. How do such statements reshape internal protest dynamics, regime threat perceptions, and escalation logics—and where do they sit on the spectrum between moral encouragement, strategic signaling, and coercive diplomacy?

Dr. Kamran Matin: I think for Trump all three are objectives—strategic signaling, coercive diplomacy, and moral encouragement. But ultimately, he is pursuing his own interests. And his primary interest is not regime change, but a change in the regime’s behavior. That is crucial, because it means that Trump may seek to instrumentalize the protests in order to extract a deal from the regime.

The problem is that Khamenei, the Supreme Leader, cannot make such a deal, because it would be perceived as a form of submission. Any agreement—at least one based on US conditions—would be seen as a defeat of the regime. And those conditions are unacceptable: no nuclear enrichment, no long-range missiles, and no proxy forces. These are core pillars of the Islamic Republic, so they simply cannot concede them. This means that even though US preference is for behavioral change rather than regime change as such—and this is clearly articulated in the US National Security Strategy released a few weeks ago, as well as reflected in recent US interventions, such as in Venezuela—this strategy has inherent limits.

Trump was hoping that internal pressure within Iran, combined with the threat of intervention, could be leveraged to secure a deal that would advance US objectives in the Middle East, open Iranian markets, and distance Iran from China, among other goals. This has not happened. And the United States does not appear to have a clear plan for what to do if a deal proves impossible. This is where US and Israeli positions diverge to some extent. For Israel, any attack would need to lead to a radical outcome; otherwise, it would incur the costs of Iranian retaliation without achieving a clear political objective. This helps explain the confusion over recent developments, including why Trump has not followed through on what he initially appeared to signal.

That said, revolutions have historically been aided—often indirectly and unintentionally—by foreign powers. The October Revolution succeeded in part because of World War I and the weakening of the Tsarist regime. The French Revolution was linked to a severe fiscal crisis driven by geopolitical rivalry with England. More broadly, many classical revolutions have occurred in the context of war and wider geopolitical crises. In this respect, Iran is not exceptional.

The key issue, however, is whether there is sufficient organization on the ground to take advantage of these geopolitical and inter-imperialist rivalries. Unfortunately, to a large extent, there is not.

Why Rojava’s Future Lies Beyond Counterterrorism

Turning to Syria, with Kurdish-held areas under renewed assault and the future of Rojava/AANES increasingly uncertain, what are the plausible political trajectories—forced integration, negotiated autonomy, territorial rollback, or renewed international guarantees—and which are structurally most likely given current regional alignments?

Dr. Kamran Matin: The current so-called transitional government is clearly no different in terms of what it wants to do with the Kurdish parts of the region in Syria, or with other minorities. We have seen what it has done to the Druze and the Alawites. The fact that it is not doing more, or has not been able to do so, is because there has been resistance against it. So, I would say the long-term aim of this government is to control the entirety of Rojava, while making some sort of symbolic concessions—such as the decree announced yesterday (January 16, 2026)  recognizing the Kurdish language to some extent—but without any constitutional guarantee of self-governance of the kind the Autonomous Administration of North and East Syria (AANES) demands.

From what happened in Aleppo in recent weeks, we know that this followed very quickly after a meeting in Paris between Israel, the Syrian transitional government, and the United States; I believe Turkey was present as well. It seems there has been an agreement that areas under SDF or Rojava control should be limited to east of the Euphrates. At the moment, the SDF is being evacuated from other regions. Leaders of the Autonomous Administration might think this will become the natural border between their autonomous region and the rest of Syria, and that may be the case in the short term, but I am confident that pressure will continue and that the government will push for more.

The Syrian government is prepared to make every concession possible to Israel in order to prevent intervention and then, with the help of Turkey, to deal with the Autonomous Administration in a gradual manner. Initially, it was thought that the so-called resolution process in Turkey—including PKK disarmament and dissolution—was the price the Kurdish movement was paying to keep Rojava safe. But I think this assessment has changed. At first, the Turkish state was clearly worried about Israel attempting to recruit allies in the region, as well as about Iran and the possibility of Iran fragmenting. Over time, however, Turkey regained its momentum. Now it is using the so-called resolution process precisely to keep the PKK, or whatever it is now called, out of the Rojava scene, and in fact to use the absence of conflict with the PKK in order to concentrate its efforts on Rojava.

I have written about this in recent weeks and days, and I do not know how much the Rojava leadership reads or listens to external advice, but I think they should be very concerned. This process is not going to end. Pressure will advance step by step, and attempts will be made to retake territory incrementally. The Autonomous Administration must ensure that its relationship with the United States is not based solely on counterterrorism and ISIS. It needs to push for some form of political recognition and for a decentralized or federal system. Otherwise, renewed conflict between the two sides is inevitable.

Regional Powers Prefer a Weakened Iran to a Collapsing One

Iran-Map

How do regional power calculations—the Erdogan regime’s anti-Kurdish security doctrine, Damascus’s centralization drive, Russia’s brokerage role, and US/Gulf/Israeli threat perceptions—intersect with Iran’s internal crisis, and what implications does each Iranian outcome (hardening, fragmentation, or transition) carry for the fate of Rojava?

Dr. Kamran Matin: This is a very complex question. In terms of existing states—not just Turkey, but also the transitional government in Syria—they are ultimately driven by a vision of a centralized, unified, and homogeneous state. In societies characterized by a multiplicity of peoples, this model clearly does not work except through violence. And violence begets violence, which is precisely what we have witnessed over the past hundred years.

In that sense, any event or process that leads to de facto decentralization of power in these states—for example, what happened in Iraq in 2003—is viewed as a major threat. Turkey still regrets having allowed the KRG to emerge in the first place, and it now harbors similar concerns regarding Iran. As a result, Turkey—which is ostensibly a regional competitor of Iran—is now openly assisting the Islamic Republic. It opposes US intervention and provides intelligence against Kurdish armed forces, because it believes that the moment the Iranian state weakens, another Kurdish entity could emerge. Such a development would have direct implications for the Kurdish question within Turkey itself.

In this sense, the Kurdish question is a challenge for all these states, but at the same time it also constitutes the basis for their tactical cooperation—and even strategic alignment—at critical moments. If Iran were to weaken significantly, or if a situation similar to Syria in 2011–12 were to unfold there, this would pose a serious challenge for Turkey. At the same time, it is important to note that Iran has a large Azeri Turkish population. Some observers are concerned that Turkey might seek to instrumentalize this segment of Iranian society through Turkish nationalist sentiments in order to establish a foothold in northwestern Iran. There is also the question of Azerbaijan and whether the two might coordinate in such a scenario.

That said, from the perspective of regional states, the overall calculus appears to be that a weakened Islamic Republic is preferable to one that collapses entirely. This helps explain why Arab states, too, have urged the United States not to attack Iran. A breakdown of central authority and a deeply unstable Iran are outcomes that alarm everyone. At the same time, while many regional actors are hostile to the Islamic Republic, they also do not want to see an unmanaged, uncontrolled, and unplanned collapse of the Iranian state. As a result, they are actively seeking to prevent such an outcome.

Protest against ICE following the killing of Renee Nicole Good, a 37-year-old Minneapolis woman fatally shot by a US Immigration and Customs Enforcement (ICE) agent during a federal operation, in Foley Square, Manhattan, NYC, USA on January 8, 2026. The fatal encounter has sparked national outrage and protests demanding accountability and reform of ICE use-of-force policies. Photo: Dreamstime.

Law, Order and the Lives in Between

In this Voice of Youth (VoY) article, Emmanouela Papapavlou delivers a powerful reflection on state violence, immigration enforcement, and the fragile boundaries of democratic accountability. The article critically examines the fatal shooting of a civilian woman by US Immigration and Customs Enforcement (ICE) agents in Minneapolis on January 7, 2026. Moving beyond official narratives of “self-defense,” Papapavlou situates the incident within broader patterns of institutional violence, racialized enforcement, and the erosion of human rights under the banner of security. By drawing historical parallels to the killing of George Floyd and interrogating the politics of “law and order,” the piece challenges readers to reconsider whose lives are protected—and whose are rendered expendable—in contemporary democracies.

By Emmanouela Papapavlou*

In a world where the concept of “security” weighs increasingly heavily on public policy, the use of state violence remains one of the most contentious and polarizing issues. In recent days, news that an agent of the US Immigration and Customs Enforcement (ICE) shot and killed a 37 year-old woman in Minneapolis has reignited the debate over the limits of state power, institutional impunity, and human rights in one of the world’s most developed democracies.

The incident took place on January 7, 2026, during a large-scale operation aimed at enforcing immigration law in the city. Official statements from government authorities described the shooting as an act of self-defense, claiming that the woman attempted to “strike officers” with her vehicle. At the same time, however, video footage and eyewitness accounts contradict this version of events, suggesting that the gunshot was fired as the driver was attempting to leave the scene, without an evident and immediate threat to the officers’ lives.

The government’s effort to justify the action, even employing language such as “domestic terrorism operation,” has sparked outrage and skepticism among local officials, human rights organizations, and ordinary citizens. The mayor of Minneapolis openly stated that the self-defense arguments were “false” and called for ICE to withdraw from the city altogether. Many have described the killing as a clear example of excessive use of force by state authorities, particularly within the context of a large enforcement mission that disproportionately targets vulnerable communities.

But can this case truly be treated as an isolated incident? Or does it represent yet another link in a growing chain of violent encounters that follow a disturbingly familiar pattern? The Minneapolis killing is already being described as at least the fifth fatal outcome of similar federal operations over the past two years, suggesting that law enforcement strategy has evolved into an aggressive and dangerous form of violence, often exercised without meaningful accountability or transparency.

Social scientists and activists point out that the use of force by state authorities, whether in immigration enforcement or neighborhood policing, frequently activates deeper structures of social inequality. When the rhetoric of “law and order” is prioritized over human safety, trust between state institutions and the communities they serve erodes rapidly. And this raises a fundamental question: is the principle of “legality” applied equally to everyone, or is it selectively deployed as a tool of control and discipline over specific social groups?

This case cannot be examined outside its broader historical context. In 2020, in the same city of Minneapolis, George Floyd was killed as a police officer pressed a knee into his neck, turning a routine arrest into a public execution witnessed by the world. That moment became a global symbol of systemic police violence and racial injustice, igniting mass protests and exposing how deeply embedded power, race, and state violence are within modern societies.

And yet, how much has truly changed since then? Even today, the way state violence is addressed, whether through policing or immigration enforcement, continues to be shaped by the same logic that transforms people into threats and human lives into acceptable risks. The stories of those killed become symbols not only of injustice, but of a persistent institutional indifference toward the protection of life and dignity.

The Minneapolis case therefore serves as a reminder that violence exercised by institutions is not merely a “tragic mistake” or an “unfortunate exception.” It is part of a broader relationship between power and vulnerability that tests the very foundations of democracy and human rights. And just as in the aftermath of George Floyd’s killing, a new generation is once again refusing to accept narratives that normalize violence in the name of security. A generation that insists on asking the same uncomfortable question: what does security really mean, when preserving it requires the loss of human life?


 

(*) Emmanouela Papapavlou is a high school student from Thessaloniki, Greece, deeply passionate about social and political issues. She has actively participated in Model United Nations and other youth forums, serving as a chairperson in multiple conferences and winning awards in Greek debate competitions. Writing is her greatest passion, and she loves using it to explore democracy, civic engagement, and human rights. Her dream is to share her ideas, inspire action, and amplify the voices of young people who want to make a difference. Email: emmanpapapavlou@gmail.com