Thomas de Waal,

Thomas de Waal: European Support for Armenia Must Be an Endorsement of Process, Not Personality

In this ECPS interview, Thomas de Waal, Senior Fellow at Carnegie Europe and one of the leading scholars of the South Caucasus, examines Armenia’s post-Karabakh transformation following the 2026 parliamentary elections. Reflecting on Prime Minister Nikol Pashinyan’s renewed mandate, de Waal explores the interplay between populist leadership, democratic resilience, geopolitical diversification, and regional peacebuilding. While describing Pashinyan’s political style as remaining “very populist,” he argues that Armenia’s long-term democratic future depends less on charismatic leadership than on the strength of institutions. The interview discusses Armenia’s evolving relationship with Russia, prospects for normalization with Azerbaijan and Turkey, the role of the European Union, and the challenges of constructing a new national identity after the end of the Karabakh era.

Interview by Selcuk Gultasli

The South Caucasus is undergoing one of the most consequential geopolitical transformations since the collapse of the Soviet Union. Armenia’s devastating defeat in the 2020 war, the loss of Nagorno-Karabakh in 2023, Russia’s declining credibility as a security guarantor, and the emergence of new opportunities for regional connectivity have collectively reshaped the country’s strategic outlook. At the center of this transformation stands Prime Minister Nikol Pashinyan, whose government has sought to redefine Armenia’s foreign policy, normalize relations with Azerbaijan and Turkey, and deepen ties with Europe and the United States. Yet these developments raise profound questions about democratic resilience, institutional consolidation, populist leadership, and the risks of excessive personalization in periods of political transition.

To explore these issues, we spoke with Thomas de Waal, Senior Fellow at Carnegie Europe and one of the foremost scholars of the South Caucasus. Through influential works such as Black Garden and decades of research on conflict, democratization, and regional geopolitics, de Waal has established himself as one of the most authoritative interpreters of the region’s complex political landscape.

The interview comes in the wake of Armenia’s June 2026 parliamentary elections, in which Nikol Pashinyan’s Civil Contract party secured a renewed mandate. While many observers interpreted the result as a geopolitical endorsement of Armenia’s movement away from Russia and toward Europe, de Waal offers a more nuanced assessment. The election, he argues, was simultaneously “a kind of referendum” on peace with Azerbaijan and Turkey, on Armenia’s foreign-policy diversification, and on Pashinyan’s domestic record. Rather than representing a simple choice between Russia and the West, Armenia’s evolving strategy reflects what de Waal describes as a broader effort to avoid renewed dependence on any single patron.

A central theme of this conversation concerns the relationship between democratic resilience and personalized leadership. Although de Waal describes Armenia as remaining “a democratic country, if a flawed one,” he warns that troubling trends should not be ignored. In particular, he notes that Armenia’s democratic checks and balances remain weak internally, making external democratic conditionality from Europe and, to a lesser extent, the United States especially important.

It is in this context that de Waal offers one of the interview’s most important observations. Drawing lessons from Georgia’s post-Rose Revolution trajectory, he cautions Western governments against treating Armenia as a geopolitical project centered on a single leader. While welcoming unprecedented European attention to Armenia, he warns that such support can unintentionally reinforce personalized rule. As he puts it, international engagement can “feed the ego of a leader who may begin to feel that he can do no wrong.” Consequently, he argues that “this is not a personal endorsement of one man; it is a broader endorsement of a process,” emphasizing that any durable democratic transformation “needs to be grounded in institutions rather than in personalized government.”

The conversation also examines Armenia’s changing relationship with Russia, the prospects for peace with Azerbaijan, the strategic significance of the TRIPP corridor, Turkey’s role in regional normalization, the growing gap between diaspora nationalism and domestic political realities, and the long-term challenge of forging a new Armenian identity after the end of the Karabakh era.

In an era marked by democratic backsliding, geopolitical fragmentation, and the return of great-power competition, de Waal offers a measured and deeply informed assessment of Armenia’s uncertain future. His reflections remind us that democratic resilience depends not merely on elections or charismatic leaders, but on the gradual construction of institutions capable of surviving political transitions and geopolitical shocks alike.

Here is the revised version of our interview with Thomas de Waal, edited lightly to enhance clarity, readability, and overall flow for publication.

Armenians Endorsed Pashinyan’s Vision Despite the Karabakh Trauma

Armenian Prime Minister Nikol Pashinyan.
Armenian Prime Minister Nikol Pashinyan arrives for a meeting of the Eurasian Intergovernmental Council (EAEU) in Yerevan, Armenia, on November 19, 2021. Photo: Dreamstime.

Thomas de Waal, welcome! To begin, Armenia’s 2026 election has been widely interpreted as a public endorsement of Prime Minister Nikol Pashinyan’s strategic reorientation away from Russia and toward Europe. Do you see the result primarily as a geopolitical choice, a democratic mandate for peace, or a vote of confidence in Pashinyan’s leadership despite the trauma of Nagorno-Karabakh?

Thomas de Waal: This election was many things at once. Obviously, like all elections, it had its domestic aspects. The Armenian economy has been doing quite well in recent years, so that was one reason Mr. Pashinyan secured a third term in office. But, as you say, it was also a kind of referendum on his vision of peace with Azerbaijan and Turkey, following through on the peace agreement and recognizing Azerbaijan’s territorial integrity, which basically means saying goodbye to Nagorno-Karabakh.

It was also a referendum on his foreign policy, which has been slightly misinterpreted as a complete shift from reliance on Russia to the West. I would say it is more of a diversification policy, maintaining some connections with Russia, particularly economic ones. Armenia remains, for example, part of the Eurasian Economic Union, while also strengthening its political and economic ties with both Europe and the United States.

So, he won a mandate, albeit with a reduced number of votes compared to last time. We can discuss why it was the case.Pro-Russian parties also performed better than they did previously, but again, not well enough to prevent him from securing a full mandate. Mr. Pashinyan’s party, Civil Contract, received around 50 percent of the vote, while the pro-Russian opposition parties won around 37–38 percent.

Pashinyan’s Style Remains Populist, but His Political Base Has Changed

Pashinyan emerged from the 2018 Velvet Revolution as an anti-establishment reformer challenging entrenched elites. Does he still fit within the broader category of populist leadership, or has his project evolved into something fundamentally different as he has shifted from revolutionary mobilization to statecraft?

Thomas de Waal: It’s a very interesting question. His style remains very populist. He is very much a man of the street. He came to power, as you mentioned, in 2018 on the wave of street protest—people’s protest—what Armenians then called the Velvet Revolution of 2018. He likes talking to crowds, dresses informally, and travels on the Yerevan Metro. He has a very personal, personalized style of government, which is also a bit problematic.

But, for sure, he no longer appeals to the younger urban electorate that swept him to power in 2018. In this election, he cast himself very much as the stability candidate—the candidate for peace rather than war, for continuity rather than change. He actually received support from outside the capital city, Yerevan, including from villages and government workers—the kind of constituencies from which a traditional ruling party in the post-socialist world typically draws its support.

Armenia Remains Democratic, but There Are Worrying Trends

In your recent writings, you describe Armenia as the most democratic state in the South Caucasus while simultaneously warning about Pashinyan’s highly personalized style of governance. How should scholars reconcile democratic resilience with concerns about excessive personalization of political power?

Thomas de Waal: This is a tricky issue. Armenia certainly remains a democratic country, albeit a flawed one. There is a fairly free and competitive media. There were, obviously, problems with this election, but voters definitely had a choice and could vote freely for the opposition, which many of them did. This is in contrast to Georgia, which we always considered the most democratic and pluralist country in the region, but which has experienced a rapid decline over the last two or three years, with many people in jail and so on. 

What I am talking about here is more of a concern about trends. For example, several opposition candidates were detained during the election. Some faced allegations of vote-buying and so on, but others were detained with less justification. The main opposition leader was under house arrest for the duration of the election. Mr. Pashinyan also makes some quite fierce remarks about the opposition, saying that they need to know their place. 

So, what we are looking at is actually something similar to what we used to have in Georgia: a moderately democratic government where the checks and balances are not so much internal, because the judiciary is still very weak and under government control. Instead, the checks and balances are external. It is the conditionality we are seeing from Europe in particular, and to some degree from the United States, that will check what could otherwise become a tendency toward less democratic and more personalized rule on the part of Prime Minister Pashinyan.

The Georgian Experience Offers an Important Warning for Armenia

Mikheil Saakashvili addresses supporters during a political rally in central Zaporizhzhia, Ukraine, on September 21, 2017. Photo: Surov Dmytro / Dreamstime.

You have cautioned Europe against treating Armenia as a geopolitical project centered on a single leader. How serious is the risk that Western support for Pashinyan could inadvertently reproduce the mistakes made in other post-Soviet democracies, where institution-building lagged behind leader-centered reform?

Thomas de Waal: For sure, this is an issue, and it is not an easy one to deal with. We have the example of Georgia in the mid-2000s. There was also a peaceful revolution led by a young, charismatic leader. There are some obvious parallels there: Mikheil Saakashvili and the Rose Revolution in Georgia in 2003. What followed, however, was both a highly personalized regime in Georgia—where you can clearly see the parallels—and a gradual retreat from democratic norms. Because of the geopolitical stance that Saakashvili adopted, namely joining Western institutions in opposition to Russia, he received very enthusiastic support, particularly from the United States. In the process, some of the more problematic aspects of his government were overlooked. So, I think there is a lesson there.

Fortunately, some of Armenia’s European partners, the French in particular, understand these issues. We have seen unprecedented European attention focused on Armenia, first at the European Political Community Summit in Yerevan and then at the EU summit in May. That is obviously a positive development. And it was not only European leaders who attended—we also saw Canadian Prime Minister Mark Carney and Ukrainian President Volodymyr Zelenskyy there.

That is all good, but such attention can also feed the ego of a leader who may begin to feel that he can do no wrong. So, it is important to convey the message that this is not a personal endorsement of one man; it is a broader endorsement of a process. And if that process is to endure, it needs to be grounded in institutions rather than in personalized government.

The South Caucasus Is More Complex Than a Russia–West Contest

Many observers have described Armenia’s election as a contest between competing geopolitical orientations. Yet you have characterized the South Caucasus as a “geopolitical marketplace” rather than a binary struggle between Russia and the West. How does this framework alter conventional understandings of regional politics?

Thomas de Waal: There is a paradigm that you see in some of the Western media, where Armenia is portrayed as making a pivot to the West. Certainly, the Russian way of thinking is also very zero-sum and binary. President Putin actually said that Armenia should hold a referendum on whether it chooses the Eurasian Economic Union or the European Union. Prime Minister Pashinyan does not want that. He does not want to make that choice. He wants a diversification strategy. The Eurasian Economic Union has actually been very helpful to Armenia during the Ukraine war because Russia needed its traditional economic partners when its economic links with the West were cut off.

For those reasons, if he has a choice—and perhaps the Russians will force him to make one—Mr. Pashinyan is looking not only to the European Union and the United States, but also to India as a partner. India is selling weapons to Armenia, and you see many Indian guest workers in the country. The Gulf states are another option, as are countries such as Kazakhstan.

What Mr. Pashinyan rightly says is that what led Armenia to military defeat and isolation was its sole reliance on one patron, namely Russia. Russia became the security patron, with its border guards and military base; the economic patron, owning large parts of the economy; and also the energy patron, because Armenia is reliant on Russian gas. Around 90 percent of its gas comes from Russia.

For all those reasons, Armenia was relying on a partner that turned out to be unreliable. And I think one reason why he continues to enjoy support from the population, despite all the other issues they may have with him, is that he is the only one articulating that vision—that Armenia should not return to sole reliance on Russia.

Threatening Armenia May Further Weaken Moscow’s Position

Russia’s attempts to influence Armenian politics appear increasingly overt, ranging from economic pressure to disinformation campaigns. Does the Kremlin’s approach toward Armenia represent a broader transformation in how Russia manages its influence in the post-Soviet space?

Thomas de Waal: Objectively, Russia is not doing very well if you look at recent elections. Take Moldova last year. Hungary is a bit further afield, but they were clearly betting on Prime Minister Orbán there as well. So, Russia is not doing particularly well in its attempts to influence electoral politics. You could say that securing 36–37 percent of the vote through a group of parties in Armenia was not a bad result. But this is also a country in which many people are economically reliant on Russia, so some level of support is to be expected.

Russia’s problem is that it has responded to the Pashinyan government by threatening economic punishment. That is more likely to alienate voters than encourage them to wish they were closer to Russia. We have seen bans on agricultural exports and various others rather threatening statements coming from Moscow.

The Russian elite faces a choice. Does it adopt the kind of neo-imperialist stance we see in Ukraine—the idea that it must plant the flag and that countries essentially belong to Russia or to its sphere of influence? Or does it seek to get the best out of a partnership with a sovereign state, one based on economic cooperation, which of course works both ways? If Russia is banning imports from Armenia, that is not only bad for Armenia; it is also not good for Russia. And, we can see elements of both approaches in Russian policy toward Armenia: the more emotional one and the more pragmatic one.

I would like to think that, with Russia focused on other priorities and deeply preoccupied with its confrontation with the West and the war in Ukraine, it simply does not have the time or capacity for a neo-imperialist push toward Armenia. Instead, it may ultimately default to the previous relationship—perhaps not a happy one, but a relatively pragmatic one.

Most Armenians Want New Partnerships Without Severing Old Ones

Yerevan.
Souvenir T-shirts displayed at a market in Yerevan, the capital of Armenia, on July 5, 2017. Photo: Matyas Rehak / Dreamstime.

You have said that most Armenians seek diversification rather than divorce from Russia. How sustainable is Armenia’s current balancing strategy, especially given its economic dependence on Russia and its growing political engagement with the European Union?

Thomas de Waal: Obviously, the plan of this ruling party, now returned to office, is to continue pursuing this course. Whether it can do so successfully depends, really, on what Russia decides to do. Will Russia, for example, choose to inflict economic punishment on Armenia? We have seen previous instances of Russia attempting this with Georgia and Moldova. In both cases, there was short-term pain, with people losing their jobs and facing economic hardship. But, ultimately, it accelerated a process of economic diversification.

Armenia’s situation is more complicated. I think Armenia is more economically reliant on Russia. But this is also a question for Armenia’s partners, especially the European Union, in terms of whether they are willing and able to provide financial assistance.

It is also a question for Azerbaijan and Turkey. If the border opens—particularly the border with Turkey—that would provide Armenia with significantly more economic options. Such a development would also be beneficial for eastern Turkey. So, this issue of Armenia’s relationship with Russia really puts the spotlight on Ankara in particular. What kind of policy, and what kind of relationship, does Turkey want to have with Armenia?

The Message of Peace Has Resonated More Than Many Expected

The trauma of Nagorno-Karabakh continues to shape Armenian politics. To what extent has Pashinyan successfully reframed the loss of Karabakh as a foundation for a new national project rather than a symbol of national humiliation?

Thomas de Waal: This depends on which Armenians you’re talking to, obviously. For almost 40 years, going back to the late 1980s, the Armenians of Karabakh and the Karabakh cause were a kind of central idea for Armenians: the belief that Karabakh had been unjustly given to Azerbaijan in the 1920s and should instead be part of Soviet Armenia or, later, independent Armenia. The war of the 1990s was fought with Azerbaijan on that basis and was won by Armenia, which held on to Karabakh at great cost. Then, in 2020 and again in 2023, Azerbaijan used military force to recover the territories it had lost and, in 2023, to take over Karabakh entirely, causing the exodus of the entire Karabakh Armenian population of around 100,000 people.

The question, then, was how Armenians would respond to what was obviously a huge trauma. Many people expected, particularly in the Armenian diaspora, that voters would punish Pashinyan for his handling of the issue. But actually, what we see now is that Karabakh had a kind of dual meaning for Armenians in the Republic of Armenia. On the one hand, it was indeed a very important holy cause. On the other hand, it was also a millstone around their necks. It was a reason why sons and brothers went to fight and sometimes lost their lives. It was a reason why borders were closed. It was a drain on the economy. It was a problem internationally for Armenia. 

So, to many people’s surprise, after losing Karabakh and hearing Pashinyan’s message that now that this place had been lost, Armenia needed to move on, many Armenians actually responded cautiously but positively. And he has consistently hammered home the message that there is no alternative—that Armenia must make peace with its neighbors, and that peace means no more war. I think that message resonates with a large part of the electorate, if not all of it. Certainly not all of it, but it does resonate with a large part of it.

The Constitution Has Become a Powerful Instrument of Political Leverage

Azerbaijan insists that Armenia amend its constitution before a final peace agreement can be concluded. Do you see this demand primarily as a legitimate security concern, a diplomatic bargaining tool, or a mechanism for maintaining leverage over Armenia’s domestic political trajectory?

Thomas de Waal: That’s a great question. When you talk to Azerbaijani officials, they are very insistent on this issue. The reference is actually quite indirect, but it is there. The current Armenian constitution refers to the Declaration of Independence, and the Declaration of Independence from 1990 refers to the union of Armenia and Karabakh. So, the Azerbaijani position is essentially that Armenia should not have a constitution which, even indirectly, constitutes a territorial claim over Azerbaijan. They want to see proof that the people of Armenia are rejecting any territorial claim over Karabakh, and therefore they want to see a new constitution.

You can see the logic of that argument, but it is not something that people had particularly noticed before. It is definitely being used as an instrument of leverage over the Armenian government—a way of signaling that Armenia should not ask for too much and that Azerbaijan still retains this instrument of pressure. The problem we have now is that Mr. Pashinyan’s party has won around 64 out of 101 seats, and he needs a few more than that to secure a constitutional majority. He needs two-thirds of the seats in parliament to call a referendum on a new constitution. That now looks pretty difficult.

We should also note that even if a referendum were called, there appears to be considerable opposition to it within Armenia. So it is quite possible that, even if he somehow managed to initiate a referendum, the voters would reject it. So, the question becomes this: Azerbaijan has made this a prerequisite for signing a peace agreement and moving forward. How do we get out of this particular impasse?

This issue is currently under active discussion in all sorts of places—in Baku, Ankara, Yerevan, Europe, and the United States. Some people are suggesting that perhaps a signed peace agreement is not immediately necessary. Instead, the parties could move forward on practical measures. They could, for example, open the border. Many things could be done without establishing formal diplomatic relations, which would normally follow from a peace agreement.

This is particularly a question for Turkey. For many reasons, Turkish officials want to normalize relations with Armenia and open the border. They believe they have a uniquely useful partner in Prime Minister Pashinyan, and they see a window of opportunity while Russia is distracted—a window that may eventually close. I hope we will see a greater sense of urgency on the Turkish side, given that Ankara has largely outsourced its decision-making on this issue to Azerbaijan.

Two of my colleagues—and their commentary is well worth reading—Garo Paylan, the well-known former parliamentarian and Armenian-Turkish citizen now based in the United States, and Alper Coşkun, a former Turkish diplomat who is also with us in the United States, wrote a commentary last week that I would strongly recommend. Their argument is that Turkey should move forward, in particular by enabling trade with Armenia, even if the political issues have not yet been fully resolved.

Peace Agreements Endure Only When Societies Embrace Them

You have repeatedly emphasized that peace agreements require societal buy-in, not merely elite bargains. Given the deep historical grievances and mutual distrust between Armenians and Azerbaijanis, how fragile is the current peace process beneath its diplomatic successes?

Thomas de Waal: There is a well-known finding among scholars of peace processes: roughly half of all peace agreements fail within five years. The agreements that fail are generally those that lack societal buy-in and broader inclusion, and are instead negotiated exclusively at the elite level. When elite calculations change, those agreements can quickly unravel.

I am fairly optimistic, in general, about the peace process between Armenia and Azerbaijan for two reasons. First, both societies are tired of conflict. They do not want their sons and brothers to fight. Second, there is now a significant level of engagement from both the United States and Europe. The projected rail route connecting Azerbaijan with its exclave of Nakhchivan through Armenia even bears Donald Trump’s name. It is called the Trump Route for International Peace and Prosperity (TRIPP), which suggests a degree of personal investment in the success of a peace agreement.

What worries me, however, is the possibility that we will not achieve a properly signed agreement and that societies—particularly Azerbaijani society—will continue to receive highly propagandistic messages about Armenians through schools and the media. If that continues, progress will inevitably slow. Even if there is meaningful progress in the short term, over the next few years, the political landscape could look very different in five or ten years’ time. I do not think we will return to full-scale war. But there could still be recurring tensions between Armenia and Azerbaijan around the border, around the so-called Trump Route, and on other issues, simply because societies have not been brought along at the same pace as their leaders.

TRIPP Could Transform Geography Into Economic Interdependence

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.

The proposed TRIPP corridor has become one of the most ambitious geopolitical projects in the region. Beyond its economic significance, do you see TRIPP as a mechanism for building lasting interdependence and reducing the likelihood of future conflict?

Thomas de Waal: That’s the idea, and I think TRIPP has progressed fairly well. It has managed to square the circle of the competing demands of the two sides: Armenia’s insistence that any route crossing its territory fully respect Armenian sovereignty, and Azerbaijan’s desire for quick and easy access to its exclave of Nakhchivan through Armenian territory. I think the modalities have been sorted out, the financing is there, and the United States is working on that. The Iran war definitely slowed things down and complicated matters. But hopefully, we now have a ceasefire in Iran, which means that construction can begin.

There are obviously some question marks about how much private-sector investment can be attracted to this route, given that it passes through a rather strategically vulnerable and remote area. But I am sure the Americans are working on that as well. So, I think it is going pretty well. And this gets back to my previous point: we may see cargo beginning to flow along this route within three or four years, creating an important trading link. But if there is not a proper peace agreement, then the local communities may not be as involved, and it could prove more problematic for passengers to use the route.

The Key Obstacle Remains Erdoğan’s Deference to Aliyev

Turkey appears increasingly interested in normalization with Armenia, yet remains closely aligned with Azerbaijan. How much strategic autonomy does Ankara actually possess in shaping Armenian-Turkish relations, and what obstacles still stand in the way of a historic breakthrough?

Thomas de Waal: Of course, Turkey has as much strategic autonomy as it chooses to exercise. It is a much larger and more powerful country than Azerbaijan. What we are seeing is very much the result of a personal decision by President Erdoğan not to move faster than President Aliyev on the peace and normalization track. This is despite the fact that many officials at the medium and upper levels of the Turkish government, as I have already mentioned, see significant strategic advantages in normalizing relations with Armenia and opening the border. Such a move would weaken Russian influence, strengthen Turkey’s role in the South Caucasus, and benefit the Kars-Iğdır region in eastern Turkey, among many other areas. It would also help neutralize many of the difficulties Turkey faces in its relations with the Armenian diaspora in France and the United States. 

So, there are plenty of reasons to move forward. However, the decisive factor up to now has been President Erdoğan’s determination to keep his personal commitment to President Aliyev and not move ahead of him. Now, if there is a moment that could prompt a reassessment of that policy, it is this one. The rather inconclusive outcome of the Armenian election may provide such an opportunity.

It will be interesting to see whether this issue is discussed at the upcoming NATO summit in Ankara, particularly among European and American officials. I suspect we will not see much of those discussions publicly, but we will be relying on informed journalists and analysts to shed light on them. Because, for sure, this is the moment when Turkey—perhaps not toward full normalization, but certainly toward a more proactive approach—needs to pick up speed.

European Support Must Be Accompanied by Democratic Expectations

Armenia-EU
Photo: Dreamstime.

Some critics argue that the European Union has largely overlooked democratic shortcomings within Armenia because it prioritizes the country’s geopolitical reorientation away from Russia. How would you assess the tension between strategic interests and democratic conditionality in the EU’s approach to Armenia?

Thomas de Waal: That’s a good question. Obviously, the European Union is not a monolith. There are different opinions within the EU, and even within different parts of the Brussels institutions. There is a feeling that, for geopolitical reasons, it is important to invest in this government and in its tilt toward Europe—even if it is not a complete shift—and, more broadly, to invest in Armenia. People on the ground have no illusions that this is not a fully democratic government.

That said, I think some degree of conditionality would be beneficial. The question, really, is how that conditionality is presented to the Armenian side. One particularly problematic area is the judiciary. There have been appointments of judges without due process. And, as in many countries of the region, the prosecutor’s office remains far too powerful and can be used as an instrument by the governing party against its opponents. That is certainly something to watch. 

France is a key partner in this regard. If anyone has replaced Russia as Armenia’s principal patron, it is definitely France. President Macron clearly has a strong interest in Armenia. And I think the French are also aware of these concerns. Hopefully, the message to Mr. Pashinyan is: congratulations on your victory, but now do not do anything stupid. We support you, but our support is not unconditional.

The Diaspora and Armenia Are Increasingly Speaking Different Languages

The Armenian diaspora has historically played a powerful role in shaping national narratives, particularly regarding Nagorno-Karabakh and relations with Turkey. How significant is the growing divide between diaspora nationalism and Pashinyan’s “Real Armenia” agenda?

Thomas de Waal: When we talk about the Armenian diaspora, we have to be a bit careful, because there are obviously millions of Armenians outside Armenia, mainly descendants of Armenians from the Ottoman Empire who fled in 1915 and 1916 during what later became known as the Armenian Genocide. These communities are concentrated in places such as the Middle East, France, and the United States. Many of those people are not particularly political. However, there are powerful diaspora political organizations, particularly those associated with the Dashnak Party, the traditional nationalist Armenian party, and groups such as the ANCA in the United States. It is within these circles that we see a significant break with Pashinyan. There have been very critical commentaries directed at his government, with many expressing outrage at what they perceive as his abandonment of territorial claims relating to Turkey and Azerbaijan.

So, there is undoubtedly a substantial divide. What is striking, however, is how little influence this appears to have on political developments inside Armenia itself. The Dashnak Party in Armenia, I do not think, even contested this election, or, if it did, it received a very small share of the vote. Armenians inside Armenia were voting on other issues—certainly not on the questions that much of the diaspora continues to hold particularly dear. So, I think this may be a moment when diaspora organizations need to reassess and reconfigure their own understanding of reality. What exactly do they want from Armenia when the government of Armenia is articulating such a different vision of the country’s future?

It Is Still Too Early to Call Armenia a Success Story

More broadly, does Armenia represent a new model of post-Soviet transformation—one in which democratic consolidation, geopolitical diversification, and conflict resolution reinforce one another—or is that interpretation still premature?

Thomas de Waal: I think it is still premature. If you look at what happened in Georgia, there was a general assumption—including on my part—that democracy was fairly well consolidated and that the country’s pro-European trajectory was firmly established. Yet both of those assumptions have since been challenged, and quite dramatically so. So, it is always possible that Armenia could follow a different course than many currently expect.

The governing party did not win this election by a landslide. It secured many votes by default, largely because there was no credible democratic—or, indeed, any other credible—opposition. For that reason, we need to be cautious about drawing firm conclusions regarding Armenia’s future. It is entirely possible that a new third force could emerge, one that is neither aligned with the ruling party nor with Russia. It could even be a populist movement, perhaps resembling the Georgian Dream phenomenon that emerged in Georgia in 2012.

So, there remain many uncertainties. I do not think Armenian voters are yet fully consolidated in their support for the transformation the country has undergone. Things could still change, for sure.

Forging a New National Identity Will Be a Generational Project

Looking ahead, if Armenia succeeds in normalizing relations with Azerbaijan and Turkey while reducing dependence on Russia, what do you believe will be the most difficult challenge: institutionalizing democracy at home, managing external geopolitical pressures, or forging a new national identity after the end of the Karabakh era?

Thomas de Waal: Wow, I mean, all of those things are obviously difficult. Some of them will take years, perhaps even decades, to accomplish. A new national identity does not emerge overnight, and institution-building is a long-term process. And, of course, learning to live alongside former adversaries and adjusting to open borders with countries once regarded as enemies is not easy either. For all of those reasons, Armenians are understandably cautious about change.

That is precisely why change needs to be gradual and steady rather than abrupt. If the border is opened, for example, it should not be thrown fully open overnight to a large influx of people from across the border, which could trigger negative reactions.

But I suppose the good news is that Armenia is a small country receiving unprecedented levels of international attention. That, in itself, is a positive development. There are powerful and wealthy countries willing to support Armenia.  And, just let’s hope that the government understands properly how to utilize that help for good purposes.

SummerSchool

ECPS Academy Summer School — Europe Between Oceans: The Future of the EU Trade Between the Atlantic and the Indo-Pacific (July 6-10, 2026)

Are you interested in global trade politics and the future of Europe in a shifting world order? Do you want to understand how populism, great-power rivalry, and geopolitical tensions are reshaping EU trade between the Atlantic and the Indo-Pacific? The ECPS Academy Summer School 2026 offers a unique five-day program where leading scholars and policymakers explore the EU’s role in an era of economic uncertainty and strategic competition. Participants will engage in interactive lectures, small-group discussions, and a dynamic simulation game on EU trade strategy, gaining hands-on experience in policy analysis and recommendation drafting. Join an international, multidisciplinary environment, exchange ideas with peers worldwide, earn ECTS credits, and become part of a global network studying populism, political economy, and international relations.

Overview

In today’s rapidly shifting global order, the European Union can no longer afford to think in one direction. For decades, the transatlantic relationship has been the backbone of global trade, built on shared institutions, economic interdependence, and liberal values. Yet this foundation is no longer stable. As highlighted in the ECPS report Populism and the Future of Transatlantic Relations, domestic political polarization and the rise of populism on both sides of the Atlantic are reshaping trade policy, weakening trust, and challenging the very principles of open markets and multilateralism. The EU now faces a critical question: how to remain a global trade power when its closest partner is becoming less predictable.

At the same time, the center of gravity of global trade is shifting toward the Indo-Pacific. This region has become the epicenter of economic dynamism and geopolitical competition, where the future of global trade rules is increasingly being contested. The growing rivalry between the United States and China is not only a security issue but also a trade and technological struggle shaping supply chains, investment flows, and regulatory standards. As the US adopts more unilateral and strategic approaches to trade, moving away from traditional multilateralism, the EU must navigate a complex environment where cooperation, competition, and coercion coexist. Ignoring the transpacific dimension would mean missing where the future of global trade is being written.

For the European Union, the challenge and opportunity lie in managing both arenas simultaneously. The transatlantic relationship remains indispensable for economic scale, regulatory cooperation, and political alignment, while the transpacific region is crucial for diversification, resilience, and strategic autonomy. As scholars increasingly argue, the EU is no longer just a “junior partner” but an actor that must define its own role within a triangular system shaped by US–China competition. To lead in international trade today means mastering this dual engagement: stabilizing relations with the United States while actively shaping the Indo-Pacific order. This requires not only policy innovation but also a new generation of thinkers who understand trade through a geopolitical lens.

Against this backdrop, ECPS Academy Summer School-2026 brings together leading scholars and policymakers to examine how populism and great-power competition are reshaping EU trade policy across both transatlantic and transpacific arenas. 

It offers a unique opportunity to explore:

  • The future of EU–US trade relations in an era of populism
  • The strategic importance of the Indo-Pacific and the US–China trade rivalry for the EU
  • How global trade is being reshaped by geopolitics, security, and ideology
  • The populist discourse around trade, policy, and power, and its implications for the EU’s trade relations
  • It also allows participating in an enjoyable and dynamic simulation game on the EU’s trade relations, trying to bring policy suggestions.

You will learn and actively engage in discussions, develop your own policy ideas, take part in simulation games, have the opportunity to publish on ECPS venues, and become part of an international network working at the intersection of political economy, international relations, and populism studies.

Tentative Program

Day 1 – Monday, July 6, 2026

Theme: The EU in the Global Trade Order: From Liberalism to Geoeconomics

This opening day sets the conceptual stage. It introduces how EU trade policy evolved from embedded liberalism to strategic autonomy, and how trade is now intertwined with security and geopolitics. It also establishes the role of populism and domestic politics in reshaping trade preferences and legitimacy crises in Europe and beyond.

Lecture One: (15:00-16:30) – Evolution of EU Trade Policy and Global Trade Order

Lecturer: Arlo Poletti (Professor of International Relations at the Department of Sociology and Social Research of the University of Trento).

Moderator: Sonali Chowdhry (Ph.D., Research Associate, DIW Berlin, Fellow, Kiel Institute for the World Economy).

Lecture Two: (17:30-19:00) – Populism, Legitimacy, and the Politicization of Trade

Lecturer: Kent Jones (Professor Emeritus of Economics, Babson College).

Moderator: Dr. Neo Sithole (Non-resident Research Fellow at ECPS Foreign Policy Research Group).

Day 2 – Tuesday, July 7, 2026

Theme: EU–US Trade Relations under Pressure: Cooperation, Conflict, and Populism

Focuses on the transatlantic pillar, still central but increasingly unstable. It examines tariff disputes, regulatory divergence, and how populist and protectionist politics in the US and Europe challenge long-standing cooperation and WTO-based norms.

Lecture Three: (15:00-16:30) –  Political Economy of EU–US Trade Relations

Lecturer: Erik Jones (Professor of European Studies and International Political Economy, Director of the Robert Schuman Centre for Advanced Studies at the European University Institute and Non-resident Scholar at Carnegie Europe).

Moderator: Elaine Fahey (Professor of EU Law, City Law School, City St. Georges, University of London).

Lecture Four: (17:30-19:00) – Populism and the Erosion/Reconfiguration of Transatlantic Trade Cooperation

Lecturer: Alasdair Young (Professor and Neal Family Chair in the Sam Nunn School of International Affairs, Georgia Tech).

Moderator: Jessica Lawrence (Senior Lecturer at the University of Essex School of Law).

Day 3 – Wednesday, July 8, 2026 

Theme: The EU Between the US and China: Trade, Power, and Strategic Autonomy

This session introduces the triangular dynamic (EU–US–China) and how the EU navigates between partnership and rivalry. It highlights de-risking, economic security, supply chains, and competing models of globalization.

Lecture Six: (14:00-15:30) – Strategic Autonomy, De-risking, and EU Economic Security Tools

Lecturer: Reuben Wong (Associate Professor, Department of Political Science, National University of Singapore).

Moderator: TBC.

Lecture Five: (16:00-17:30) – The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics

Lecturer: Giulio Pugliese (Director of the EU-Asia Project, European University Institute + Associate Fellow Istituto Affari Internazionali, and King’s College London).

Moderator: Anita Tusor (Researcher in International Relations, Charles University, Prague). 

Day 4 – Thursday, July 9, 2026

Theme: The Indo-Pacific Turn: EU Trade Strategy in a Shifting Global Centre

This session shifts focus to the transpacific dimension, emphasizing that the future of trade is increasingly shaped in the Indo-Pacific. It explores how US strategies toward China and the region reshape global trade, and how the EU responds through diversification and partnerships.

Lecture Seven: (15:00-16:30) – US Indo-Pacific Strategy and Its Trade Implications

Lecturer: Kristi Govella (Associate Professor of Japanese Politics and International Relations in the Nissan Institute of Japanese Studies and the Oxford School of Global and Area Studies at the University of Oxford). 

Moderator: Andrea Carteny (Professor of History of International Relations, Sapienza University of Rome). 

Lecture Eight: (17:30-19:00) – EU Engagement in the Indo-Pacific (FTAs, Partnerships, Strategic Positioning)

Lecturer: Axel Berkofsky (Associate Professor at the University of Pavia and Co-Head of the Asia Centre at ISPI).

Moderator: Sebastien Goulard (Ph.D., Manager of Cooperans, Consultant in EU-Asia connectivity projects).

Day 5 – Friday, July 10, 2026

Theme: The Future of EU Trade Power: Between Fragmentation and Leadership

This session will ask whether the EU can become a global trade power amid fragmentation, populism, and great-power rivalry. It also allows for normative and policy-oriented discussions.

Lecture Nine: (15:00-16:30) –  Can the EU lead? Policy Tools, Regulatory Power, and Global Influence

Lecturer: Markus Kotzur (Professor of European and International Law, Vice Dean for International Relations and Chair for Public Law, European and International Public Law, Hamburg University). 

Moderator: Camille Nessel (Ph.D., Lecturer in Political Science Université libre de Bruxelles (ULB)-CEVIPOL). 

 

Methodology

The program will take place on Zoom, consisting of two sessions each day and will last five days. The lectures are complemented by small group discussions and Q&A sessions moderated by experts in the field. Participants will have the opportunity to engage with leading scholars in the field as well as with activists and policymakers working at the forefront of these issues.

The final program with the list of speakers will be announced soon.

Furthermore, this summer school aims to equip attendees with the skills necessary to craft policy suggestions. To this end, a simulation game will be organized on a pressing theme within the broader topic to identify solutions to issues related to the future of the EU trade relations.

Who should apply?

This course is open to master’s and PhD level students and graduates, early career researchers and post-docs from any discipline. The deadline for application submissions has been extended to June 26, 2026. As we can only accept a limited number of applicants, it is advisable to submit applications as early as possible rather than waiting for the deadline.

The applicants should send their CVs to the email address ecps@populismstudies.org with the subject line: ECPS Summer School Application.

We value the high level of diversity in our courses, welcoming applications from people of all backgrounds. 

Evaluation Criteria and Certificate of Attendance

Meeting the assessment criteria is required from all participants aiming to complete the program and receive a certificate of attendance. The evaluation criteria include full attendance and active participation in lectures.

Certificates of attendance will be awarded to participants who attend at least 80% of the sessions. Certificates are sent to students only by email.

Credit

This course is worth 5 ECTS in the European system. If you intend to transfer credit to your home institution, please check the requirements with them before you apply. We will be happy to assist you; however, please be aware that the decision to transfer credit rests with your home institution.

 


 

Brief Biographies and Abstracts

Day One: Monday, July 6, 2026

Theme: The EU in the Global Trade Order: From Liberalism to Geoeconomics

Evolution of EU Trade Policy and Global Trade Order

Arlo Poletti is a Professor of International Relations at the Department of Sociology and Social Research of the University of Trento. He obtained a PhD from the University of Bologna, was a post‐doctoral researcher at the University of Antwerp (2009-2013), and held positions as an Assistant professor at the LUISS Guido Carli (2013-2016) and the University of Bologna (2016). His research interests are in the area of International Political Economy, with particular emphasis on the politics of trade and investments, transnational advocacy at the global and EU-levels, and international regulatory cooperation. Recently, he expanded his research agenda to include analyses of how globalization-induced economic distress affects individual- level preferences and political behavior. He is the author of five monographs and his research has been published in journals such as International Organization, Regulation & Governance, JCMS: Journal of Common Market Studies, the Journal of European Public Policy, Review of International Studies, the European Political Science Review and Review of International Organizations.

Reading List

Bauerle Danzman, S., and Meunier, S. (2024), ‘The EU’s Geoeconomic Turn: From Policy Laggard to Institutional Innovator’,  Journal of Common Market Studies, 62: 1097–1115

De Bièvre D. and Poletti A. (2014), ‘The EU in trade policy: From regime shaper to status quo power’, in Falkner, G. and Müller, P. (eds.), EU Policies in a Global Perspective: Shaping or taking international regimes? London and New York: Routledge

Dür A., Eckhardt J. and Poletti A. (2020), ‘Global Value Chains, the Anti-Globalization Backlash and EU Trade Policy: A Research Agenda’, Journal of European Public Policy, 27(6): 944-956.

Poletti A. (2025), ‘Trade‘, in Lucarelli S. and Sperling J. (eds.), Handbook of European Union Governance, Cheltenham: Edward Elgar.

Dr. Sonali Chowdhry is a trade economist and Research Associate (tenure-track) based at the Firms and Markets Department, DIW Berlin. Her research investigates global supply chains, firm heterogeneity and the distributional implications of trade policy shocks. To study these issues, she analyses detailed transactions-level customs databases using modern econometric methods.

She also teaches international trade at the Hertie School in Berlin as a Guest Lecturer. In 2025, she was a Visiting Research Fellow at the Harvard Growth Lab and has been affiliated with the Trade Policy Research Centre at the Kiel Institute for the World Economy since 2019. Over 2022-2023, she was awarded the Max Weber Postdoctoral Fellowship by the European University Institute to analyse the effect of sanctions on global trade networks.

She completed her PhD in Economics (with distinction) from LMU Munich in 2022, funded by the EU’s Marie Skłodowska-Curie Actions programme. Prior to this, she worked as a Junior Economist with the Ifo Institute’s Center for International Economics and pursued the MPhil in Economics from University of Oxford as a Rhodes Scholar from India.

Populism, Legitimacy, and the Politicization of Trade

Kent Jones, Dr. es sci. pol. (international economics), Graduate Institute of International Studies/University of Geneva, is Professor Emeritus of Economics at Babson College, where he taught from 1982 until his retirement in 2023. He continues his academic interests in trade policy and trade institutions, having published several books and articles on these topics, including Populism and Trade (2021). His teaching also included visiting appointments at Brandeis University, the Fletcher School at Tufts University, and the University of Innsbruck, Austria. In addition, he served as a visiting senior economist at the U.S. Department of State.

Abstract:  The GATT-WTO trading system emerged during the post-World War 2 period as a multilateral institution led by the United States that supported mutually recognized rules of trade policy, negotiations for trade liberalization, day-to-day contact among trade diplomats and dispute settlement among participants through third-party adjudication.  These functions generated positive externalities in trade relations based on coordination, cooperation, reciprocity, and a mutual recognition of the goals and benefits of trade liberalization. The system fostered eight successful rounds of trade negotiations from 1947 to 1994.  Yet the increasing diversity of its participants, along with globalization-driven adjustment crises in many countries, rapidly advancing technology and geopolitical conflict, began to erode the legitimacy of GATT-WTO rules.  Compounding these challenges, the trade policy of populist US President Donald Trump precipitated a major crisis as he abrogated numerous GATT-WTO system rules and norms, weakening its legitimacy.  Unilateral nationalist protectionism replaced multilateral cooperation as the US abandoned the core principle of non-discrimination in trade relations and abandoned previously negotiated tariff levels with its trade partners.  The shock was all the more devastating as the US had been the erstwhile leader and champion of the GATT-WTO system.  As President Trump approaches the mid-term elections of his second and final term in office, supporters of a rules-driven trading system are contemplating the possibilities and challenges of restoring the WTO’s legitimacy through reforms and initiatives, new leadership and increased flexibility in liberalizing trade in a diverse and divided world economy.

Reading List

Kent Jones (2023), Populism, Globalization, and the Prospects for Restoring the WTO, Politics and Governance, vol. 11 (1): 181-192).

Judith Goldstein and Alan Sykes (2025).  The Perils of Institutional Rigidity, or How the WTO Helped to Sow the Seeds of Trump.  World Trade Review, vol. 24: 481-489.

Patrick Low and George Riddell (2025).  Trump’s Trade Policy and the World Trade Organization.  World Trade Review, vol. 24: 489-497.

Bernard Hoekman (2025). Plurilateral cooperation in response to aggressive unilateralism?  Asia and the Global Economy, vol. 5 (2).

Dr. Neo Shithole is a non-resident research fellow at ECPS Foreign Policy Research Group. His Ph.D. at the University of Szeged, Hungary, examines the history and trends of populism and political communication in sub-Saharan Africa. Sithole has contributed to publications on democracy, the influence of populism on Western liberal democracies, democratic legitimation and populism possibilities for alternative kinds of democratic imaginings. His academic interests span African and European populism, Afro-European diplomacy, foreign policy, regional and global security, and promoting international solidarity. Sithole also serves as an ambassador for the Doktoranduszok Országos Szövetsége (DOSZ), the Hungarian Association of Doctoral Students, working to foster an inclusive and integrated scientific community.

Day 2 – Tuesday, July 7, 2026

Theme: EU–US Trade Relations under Pressure: Cooperation, Conflict, and Populism

Political Economy of EU–US Trade Relations

Erik Jones is Director of the Robert Schuman Centre for Advanced Studies at the European University Instituteand Non-resident Scholar at Carnegie Europe. Professor Jones is author of The Politics of Economic and Monetary Union (2002), Economic Adjustment and Political Transformation in Small States (2008), Weary Policeman: American Power in an Age of Austerity (2012 — with Dana H. Allin), The Year the European Crisis Ended (2014), and From Club to Commons: Enlargement, Reform, and Sustainability in European Integration (2025 — with Veronica Anghel). He is editor or co-editor of more than thirty books and special issues of journals on topics related to European politics and political economy, including reference works like The Oxford Handbook of the European Union (2012) and The Oxford Handbook of Italian Politics (2015). Professor Jones is also co-editor of Government and Opposition.

Elaine Fahey is Professor of EU Law at the City Law School, City St. Georges, University of London and Deputy Head of Department (academic programmes). She is co-convener of the Institute for the Study of European Law (ISEL), City Law School. She has been a Senior Land Steiermark Fellow of Law and Innovation at the University of Graz, Austria, a visiting Professor at Washington College of Law, American University, Washington DC, Emile Noël Fellow at New York University (NYU) Law School and a visiting professor at Keio University Law School, Tokyo, Japan as well as other visiting positions. She has worked as a Senior Postdoctoral Researcher at Amsterdam Centre for European Law & Governance (ACELG), University of Amsterdam, as a Max Weber Fellow, European University Institute (EUI), Florence and Assistant Lecturer and Lecturer in Law in Ireland (Dublin Institute of Technology; Trinity College Dublin). She has practised as a Barrister and was Chairperson of the Irish Society for European Law. She has been a stagiaire at the CJEU, Luxembourg, a Judicial Research Assistant, Four Courts, Dublin and a Judicial Extern, Los Angeles Federal District Court (9th Circuit). Her research interests span the relationship between the EU as a global digital actor, EU external relations, EU law and global governance, trade, transatlantic relations, cybersecurity and the EU’s AFSJ.

Populism and the Erosion/Reconfiguration of Transatlantic Trade Cooperation

Alasdair Young is Professor and Neal Family Chair in the Sam Nunn School of International Affairs at the Georgia Institute of Technology. He is Director of the School’s Center for Research on International Strategy and Policy and is Interim Associate Dean for Faculty Development for Georgia Tech’s Ivan Allen College of Liberal Arts. He was Co-editor of JCMS: Journal of Common Market Studies (2017– 2022) and was Chair of the European Union Studies Association (USA) (2015– 2017). Before joining Georgia Tech in 2011 he taught at the University of Glasgow for 10 years. Prior to that he held research posts at the European University Institute and the University of Sussex. He has written extensively on EU trade policy and transatlantic economic relations and performed consultancy work for the United States and United Kingdom governments and for the European Commission.

Abstract: Since the end of the Second World War the United States and Europe have pursued trade liberalization, initially through multilateral negotiations and subsequently through less successful bilateral cooperation.  As a result, the transatlantic economy is very valuable and deeply interpenetrated.  The transatlantic economic relationship has periodically been characterized by tensions and disputes, but these were of limited duration or narrowly contained.  During President Trump’s second term the US has reversed the process of closer economic integration and coerced the European Union into a lopsided trade agreement.  Trump ran in part on a populist anti-trade message and his policy ostensibly pursues that agenda, but the populist message on trade has been complicated by the perceived adverse impact of higher tariffs on consumers.  This lecture will situate recent US transatlantic trade policy in historical perspective, making clear what a departure from past practice it has been in both substance and form.  It will also explain why the EU accepted a lopsided agreement and assess whether the policy has realized US objectives.  It will also consider where transatlantic economic relations might go from here.

Reading List

Baldwin, R. (2026), World War Trade: Conflict, Containment, and the Emergent World Trading Order, Rapid Response Economics 7, CEPR Press, pp. 7-14

Mutz, D.C. (2021), “How Americans Think About Trade: Winners, Losers, and the Psychology of Globalization,” Foreign Affairs, 30 July.

Young, A.R. (2025), “From Trade Skirmishes to Trade War? Transatlantic Trade Relations During Trump 2” in M. Riddervold, G. Rosen, & J.R. Greenberg, (2026). Populism and the Future of Transatlantic Relations: Challenges and Policy Options. European Center for Populism Studies (ECPS). January 20, 2026, 128-141.

Moderator: Prof Jessica Lawrence, Senior Lecturer at the University of Essex School of Law

Jessica Lawrence is a Senior Lecturer at the University of Essex School of Law. Dr Lawrence’s research focuses on issues relating to international economic integration, including at the WTO, in regional and bilateral trade and investment agreements, and within the EU internal market. She has a particular interest in the interaction between economic and non-economic public policy goals, and in the ways in which trade and investment agreements take into account their impacts on human rights, labour, sustainable development, environmental protection, and gender. Her work often takes a critical perspective, applying tools drawn from constructivist international relations theory, post-Foucauldian governmentality studies, and other strands of post-positivist thought to examine the impact of discourses and framing devices on politics and law. Prior to joining the University of Essex, Dr Lawrence was Associate Professor at Central European University in Budapest, Hungary. She holds a PhD in Transnational Legal Studies from the Vrije Universiteit Amsterdam, the Netherlands, and a JD in Law from the University of Georgia in the United States. In addition to her academic work, Dr Lawrence has held various positions at NGOs, think tanks, and universities in the US, EU, India, New Zealand, and Costa Rica, and continues to provide research and training for governmental and non-governmental organizations on issues related to trade and investment agreements and their impact on social policy goals.

Day 3 – Wednesday, July 8, 2026 

Theme: The EU Between the US and China: Trade, Power, and Strategic Autonomy

Strategic Autonomy, De-risking, and EU Economic Security Tools

Reuben Wong is Deputy Head of the Political Science Department at the National University of Singapore. Reuben held the first Jean Monnet Chair in Singapore (2013–2016) and was NUS’ Associate Vice-President, Global Relations (2021– 2023). His publications have focused on EU foreign policy. They include The Europeanization of French Foreign Policy: France and the EU in East Asia (Palgrave Macmillan, 2006), National and European Foreign Policies (co-edited with Christopher Hill, Routledge, 2011), and journal articles in the Cambridge Review of International Affairs, Politique Européenne, the Asia Europe Journal, The Hague Journal of Diplomacy, and the EU External Affairs Review. He has held visiting positions at Cambridge University, the LSE European Institute, the Stimson Center (Washington, D.C.), the East Asian Institute (Singapore), and Humboldt University. He consults and teaches summer school in Paris and Beijing. Reuben raises four children to help arrest Singapore’s declining total fertility rate.

The EU’s Policy Towards Asia Amidst Changing US–China Security and Trade Dynamics

Abstract: How best to explain the EU and member states’ quiet security and economic recalibration of relations vis-à-vis China and Asia? Reactiveness to Chinese assertiveness, the need to achieve economic security, as well as the emergence of interlinkages between the East Asian and European security theatres following Russia’s full-scale invasion of Ukraine is accompanied by economic interests in what is the region that is fast becoming the locomotive of the world economy, including in its procurement market. US demand signals and the emulation of practice from local players, such as Japan, have also driven the process.  As the Transatlantic alliance faces a rupture under the second Trump administration, this lecture also probes the tenability of alternative routes to salvage Transatlantic and Indo-Pacific cooperation and engagement towards the so-called “Indo-Pacific”, suggesting potential solutions and ways to manage policy expectations.

Reading List

Angela Pennisi di Floristella and Giulio Pugliese. “The Historical Evolution of Relations between the European Union and Asia”, in Thomas Christiansen, Evi Fitriani, Emil Kirchner, and Youngah Guahk [eds.], The Palgrave Handbook of EU-Asia Relations (2nd Edition), Cham, Switzerland: Palgrave Macmillan, 2026, Chapter 1.

Giulio Pugliese and Aurelio Insisa, “How to use the maximum of potential for the EU-Taiwan cooperation – what can the EU learn from the US and other actors?”, in-depth policy study requested by the European Parliament’s Committee on Foreign Affairs (AFET), 26 November 2025: https://www.europarl.europa.eu/thinktank/en/document/EXPO_IDA(2025)754482

Giulio Pugliese, “The European Union and an ‘Indo-Pacific’ Alignment”, Asia-Pacific Review, Vol. 31 (4), 2024, pp. 17-44.

Giulio Pugliese. “Japan’s China Grand Strategy: A Blueprint for Transatlantic Players?” in Rogier E. Creemers, Silvia Menegazzi, Neysun A. Mahboubi [eds.] Transatlantic Perspectives on China, London and New York: Routledge, 2026, Chapter 6.

Giulio Pugliese short interview – March 2026, Japan and Europe in the Face of US-China Geopolitical Rivalry https://cgpbalancingact.substack.com/p/japan-and-europe-in-the-face-of-us

Anita Tusor is a PhD Student in International Relations at Charles University, Prague, specializing in security and strategic studies. She holds a Double Master’s Degree in Asian and European Affairs from King’s College London and Renmin University of China, as well as an MA in Applied Linguistics and a BA in Hungarian and Chinese Studies. Her professional experience includes research and policy work with NATO Allied Command Transformation, the Institute of International Relations in Prague, the European Center for Populism Studies, and the European Values Center for Security Policy. Her research interests focus on Chinese cognitive warfare, foreign malign influence operations, populist constitutionalism, and Asia-Pacific security.

 

Day 4 – Thursday, July 9, 2026

Theme: The Indo-Pacific Turn: EU Trade Strategy in a Shifting Global Centre

US Indo-Pacific Strategy and Its Trade Implications

Kristi Govella is Associate Professor of Japanese Politics and International Relations at the University of Oxford and Senior Adviser and Japan Chair at the Center for Strategic and International Studies. Dr. Govella specializes in the intersection of economics, security, and governance, with a focus on the Indo-Pacific region and Japan. Her research has examined topics such as economic statecraft, government-business relations, regional institutional architecture, military alliances, non-traditional security, and the governance of the global commons. Prior to joining the University of Oxford, Dr. Govella held positions at the University of Hawai‘i at Mānoa, the German Marshall Fund of the United States, Harvard University, and the Daniel K. Inouye Asia-Pacific Center for Security Studies. She holds a Ph.D. in Political Science from the University of California, Berkeley.

Abstract: Over the past two decades, the United States has intensified its focus on Asia due to the region’s strategic importance for both economics and security. In 2011, the “pivot to Asia” was announced, and during the course of the Obama, Trump 1.0, and Biden administrations, the U.S. gradually redefined the region as the “Indo-Pacific” and attempted to enhance its engagement. However, the role of trade in U.S. Indo-Pacific strategy has become increasingly complex, as “America first” concerns about trade deficits, reshoring, and industrial revitalization have gradually weakened the economic pillar of U.S. regional policy. This lecture will examine the evolution of U.S. Indo-Pacific strategy with particular attention to the changing role of economic engagement and implications for regional and global trade.

Reading List

U.S. Department of State, “A Free and Open Indo-Pacific: Advancing a Shared Vision” (November 2019). Available at https://www.state.gov/wp-content/uploads/2019/11/Free-and-Open-Indo-Pacific-4Nov2019.pdf

The White House, “Indo-Pacific Strategy of the United States” (February 2022). Available at https://bidenwhitehouse.archives.gov/wp-content/uploads/2022/02/U.S.-Indo-Pacific-Strategy.pdf

The White House, “National Security Strategy of the United States of America” (November 2025). Available at https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf

Andrea Carteny is a Professor at Sapienza University of Rome, Italy, where he teaches International Relations History, Nationalisms and Minorities at the SARAS (History Anthropology Religions Arts Spectacle) Department. He is a Fullbright Alumni and Director of the Hungarian Studies Review (RSU) and he focused his research on national minorities, nationalities and nationalisms in Eastern Europe and the Mediterranean area during the 19th- 20th Centuries. He is a member of the Italian Society of International History (SISI) and a participant in the main conventions and conferences on nation studies, national minorities and nationalisms history. He is author of many articles and books in this field, among them the editions Il Mar Nero. Identità nazionali e dinamiche di sicurezza (with G. Natalizia, 2023), Il Pan-nazionalismo in Eurasia e il mito del Turan (with P. Pizzolo, 2023), A New Continent Called Europe (2005), and the monographs La questione transilvana nel periodo interbellico (2020) and Dal micro-nazionalismo all’Europa (2011).

EU Engagement in the Indo-Pacific (FTAs, Partnerships, Strategic Positioning)

Axel Berkofsky is Associate Professor at the University of Pavia, Italy and Senior Fellow/Senior Advisory at the Asia Centre at the Milan-based Istituto per gli Studi di Politica Internazionale (ISPI). Axel Berkofsky is also Chairman of the Selection Committee and Vice-Chairman Executive Committee of the Canon Foundation Europe, Executive Committee Board Member at the Stockholm-based European Japan Advanced Research Network (EJARN) and Research Affiliate at the European Institute of Japanese Studies at the Stockholm School of Economics. Previously, Dr. Berkofsky was Senior Policy Analyst, Associate Policy Analyst at the Brussels-based European Policy Centre (EPC) and Research Fellow at the Brussels-based European Institute for Asian Studies (EIAS). At the EPC in Brussels, Axel Berkofsky has – in his capacity as the Director of the EPC’s former EU-Asia programme – worked and interacted on a de facto daily basis with EU officials, policymakers and diplomats. Furthermore, Dr. Berkofsky has in the recent years been involved – as scholar, researcher and moderator – in numerous panels, workshops and seminars on EU-Japan relations, EU-China relations and EU-Asia relations. In his capacity as Board Member of the Stockholm-based Europen Japan Advanced Research Network (EJARN), Dr. Berkofsky has since 2008 co-organized numerous conferences, seminars and workshops on EU-Japan relations at numerous think tanks and universities in Europe and Japan. Dr. Berkofsky is a fluent Japanese speaker and has altogether lived three years in Japan. Furthermore, Dr. Berkofsky has taught and lectured at numerous universities and think tanks in Japan, Mainland China, Taiwan, Vietnam, South Korea, The Philippines, Singapore etc. In addition, Axel Berkofsky has for several years worked as freelance journalist at the Hong Kong-based Asia Times. Axel Berkofsky has published and edited numerous books and has authored and published more than 250 journal articles, newspaper articles, essays, policy papers and policy briefings. Prof. Berkofsky is a regular consultant, speaker and presenter at conferences, seminars and workshops organized and sponsored by the European Union (EU).

Dr. Sebastien Goulard is the manager of Cooperans, a public affairs and project management consultancy specialized in EU-Asia connectivity projects. Sebastien Goulard is also the editor of the Global Connectivities platform which aims to analyse the development of corridors around the world. During his doctoral studies at EHESS (School for Advanced Studies in the Social Sciences), Paris Sebastien Goulard participated in several European research programs dealing with sustainable urbanization in China. Sebastien Goulard holds a BA (hons) degree in international politics (ESE, Nottingham Trent University), a MA degree in international relations (IRIS, France) and a MA degree in social sciences (EHESS).

Day 5 – Friday, July 10, 2026

Theme: The Future of EU Trade Power: Between Fragmentation and Leadership

Can the EU lead? Policy Tools, Regulatory Power, and Global Influence

Prof. Dr. Markus Kotzur, LL.M. (Duke Univ.) studied law in Freiburg and Bayreuth. In 1993, he passed the First State Examination and subsequently obtained the title “Legum Magister” (LL.M.) at Duke University (North Carolina). In 2002, after completing his legal traineeship, he received his doctorate from the University of Bayreuth. This was followed in 2002 by his habilitation with a thesis on “Cross-Border Cooperation in Europe”. In 2005, he was appointed Professor of European and International Law and Public Law at the University of Leipzig. Since 2011, he has been head of the Master’s programme “European and European Legal Studies” and since 2018 president at the Europa-Kolleg Hamburg. Since 2012, he has held the professorship for Public Law, European and International Law at the University of Hamburg and is Deputy Director of the Institute for International Affairs. From October 2015 to March 2020 he was vice Dean for Studies and Teaching and since April 2020 Vice Dean for International relations of the Faculty.

Abstract: This lecture ties in with the current debate surrounding the so-called ‘strategic autonomy’ of the European Union. It aims to critically examine, on the one hand, whether the EU possesses the political capacity to act autonomously in strategic matters and, on the other hand, whether the constitutional framework of primary Union law provides the necessary normative foundations for this. In particular, the question will be raised as to whether the Union’s self-description as a ‘normative power’ is tenable and is underpinned by appropriate policy tools. Finally, a possible transformation from ‘normative power’ to ‘military power’ will be examined from a legal perspective.

Camille Nessel holds a Ph.D. in political science and is currently a lecturer at the Université libre de Bruxelles (ULB), teaching within the Centre d’étude de la vie politique (Cevipol). Her research focuses on EU perceptions in trade, particularly regarding the EU’s relations with Indonesia and Vietnam, as well as on the “China threat” construction in EU economic security strategy. Camille was awarded a doctoral fellowship from FNRS and is now preparing a postdoctoral project on the construction of the “China threat” in EU economic policies. Having gained research experience in Southeast Asia while living in both Indonesia and Vietnam, she has acquired valuable expertise in the region. She has also worked for the European Commission, served as a political advisor for the Chair of the International Trade Committee in the European Parliament, and gained experience in the NGO sector, combining theory and practice in her teaching and research.

Richard Giragosian

Giragosian: Russia Is Increasingly Seen as Part of the Problem by Armenians Rather Than the Solution

As Armenia navigates the aftermath of war, the loss of Nagorno-Karabakh, and a far-reaching geopolitical realignment, one question looms large: Can democratic resilience survive amid regional insecurity and great-power competition? In this compelling ECPS interview, Richard Giragosian—Founding Director of the Regional Studies Center (RSC) in Yerevan—examines Armenia’s evolving relationship with Russia, the democratic implications of Nikol Pashinyan’s populist leadership, and the country’s strategic turn toward Europe. Giragosian argues that many Armenians now view Russia as “part of the problem rather than part of the solution,” while emphasizing that Armenia’s recent election represented a mandate for peace, normalization, and democratic continuity. The conversation explores populism in power, post-war identity transformation, Armenia–Turkey normalization, democratic institution-building, and the future of the South Caucasus. Ultimately, Giragosian suggests that Armenia may be less a model than “an accidental exception” in an era of democratic backsliding and geopolitical upheaval. 

Interview by Selcuk Gultasli

As Armenia emerges from one of the most turbulent periods in its modern history, the country stands at the intersection of democratic resilience, geopolitical realignment, and post-war transformation. The aftermath of the 2020 war, the loss of Nagorno-Karabakh, deepening estrangement from Russia, and ongoing normalization efforts with Turkey and Azerbaijan have profoundly reshaped Armenian politics and strategic thinking. Against this backdrop, the 2026 parliamentary elections have been widely interpreted as a referendum not only on Prime Minister Nikol Pashinyan’s leadership but also on Armenia’s future place between Russia, Europe, and the wider region.

In this wide-ranging interview with the European Center for Populism Studies (ECPS), Richard Giragosian—Armenian-American academic, security analyst, and Founding Director of the Regional Studies Center (RSC) in Yerevan—examines the forces driving Armenia’s remarkable political trajectory. He argues that the election result reflected far more than a geopolitical choice. It represented a mandate for democratic continuity, political stability, and the pursuit of diplomatic normalization with Armenia’s neighbors. As Giragosian notes, the vote marked Armenia’s “third consecutive genuinely free and fair vote,” underscoring the country’s democratic consolidation despite war, insecurity, and external pressure.

A central theme of the conversation concerns the evolution of populism in power. Emerging from the 2018 Velvet Revolution, Pashinyan embodied a rare case of successful anti-establishment mobilization driven by nonviolent popular protest. Yet Giragosian argues that the qualities that enabled Pashinyan’s rise have not necessarily translated into effective governance. While acknowledging the historic significance of the revolution as “a rare victory of nonviolent people power,” he contends that Pashinyan remains “as impulsive as ever, as emotional, and sometimes reckless,” while public policy continues to be “overly centralized in the Prime Minister’s office.” In Giragosian’s assessment, the populist style that propelled Pashinyan to power now coexists with persistent institutional weaknesses and governance challenges.

The interview’s most striking insights, however, concern Armenia’s changing relationship with Russia. According to Giragosian, the war of 2020 and the loss of Nagorno-Karabakh fundamentally altered Armenian perceptions of Moscow. Russia is no longer widely viewed as Armenia’s indispensable protector. Instead, he argues, many Armenians increasingly regard Russia as “dangerously unreliable,” adding that the conflict has led them to see Russia “as part of the problem rather than part of the solution.” This shift reflects not simply a foreign policy adjustment but a broader reassessment of Armenia’s security assumptions and strategic dependencies.

The discussion also explores Armenia’s efforts to balance relations with Europe and Russia, prospects for peace with Azerbaijan, normalization with Turkey, democratic institution-building, and the emergence of a more civic and pragmatic understanding of patriotism. Yet Giragosian remains cautious about presenting Armenia as a model for others. Indeed, he suggests that Armenia may be “less of a lesson and more of an accidental exception”—a rare convergence of democratic mobilization, geopolitical opportunity, and regional recalibration. Whether that exception can endure may prove to be one of the defining questions for the future of the South Caucasus.

Here is the revised version of our interview with Richard Giragosian, edited lightly to enhance clarity, readability, and overall flow for publication.

Armenians Endorsed Peace, Stability, and Democratic Continuity

Armenian Prime Minister Nikol Pashinyan.
Armenian Prime Minister Nikol Pashinyan arrives for a meeting of the Eurasian Intergovernmental Council (EAEU) in Yerevan, Armenia, on November 19, 2021. Photo: Dreamstime.

Mr. Giragosian, welcome! To begin, the 2026 Armenian election has been widely interpreted as a public endorsement of Prime Minister Nikol Pashinyan’s strategic reorientation away from Russia and toward Europe. Do you see the result primarily as a geopolitical choice, a democratic mandate for peace, or a vote of confidence in Pashinyan’s leadership despite the trauma of Nagorno-Karabakh?

Richard Giragosian: That’s a very good opening question. The answer is actually all of the above, to varying degrees. In other words, there was undeniably a geopolitical context to this election. But I do think there are two other important elements behind the re-election of the Pashinyan government in Armenia. 

First, it is an important mandate for sustaining the positive momentum of the Armenian government’s policies of diplomatic engagement and normalization with its neighbors. This represents a significant post-war adjustment to a new reality. 

Second, and this is often underestimated, the election marked the country’s third consecutive genuinely free and fair vote. That is extremely important for the further deepening of democracy and the consolidation of these democratic gains. 

So, basically, yes, there was a geopolitical context. But this election was much more a mandate for the government to move forward.

Public Policy Remains Too Centralized in the Prime Minister’s Office

Pashinyan emerged from the 2018 Velvet Revolution as an anti-establishment reformer challenging entrenched oligarchic networks. To what extent does he still embody a populist political project, and how has governing transformed the character of his populism?

Richard Giragosian: What we see, as you correctly identified, is a specific aspect of populism in practice. In 2018, we witnessed a rare victory of nonviolent people power in Armenia. Nonviolence is wonderful, but it usually fails. In this context, it was a unique achievement.

However, Prime Minister Pashinyan’s advantages, assets, and political acumen that allowed him to come to power do not necessarily serve him well in governing the country. In other words, as leader of Armenia, Prime Minister Pashinyan remains as impulsive as ever, as emotional, and sometimes reckless. There is also a degree of inefficiency in governance. Public policy remains overly centralized in the Prime Minister’s office and in the Prime Minister’s hands. So, in this regard, the element of populism that swept him into power does not necessarily make him an effective leader.

Nationalism No Longer Resonates as Strongly in Armenian Politics

Comparative studies often suggest that military defeat weakens incumbents and fuels political backlash. How do you explain Pashinyan’s ability to survive the 2020 war, the loss of Nagorno-Karabakh, and the subsequent political crises while still securing electoral legitimacy?

Richard Giragosian: The re-election of the Armenian government under Prime Minister Pashinyan, despite losing the war, is difficult to explain. But I do have an observation. And it is an observation that remained relevant in the recent election. Simply put, the reality is that there is no alternative to Pashinyan or his government. The opposition then, and the opposition now, remains deeply unpopular, discredited, and too closely tied to the previous authoritarian government. It is also rather weak, given its inability, as an opposition force, to propose any alternative strategy. Simply opposing normalization requires the presentation of an alternative strategy, and that is something the opposition has been unable to offer.

The opposition also reflects the reality that nationalism no longer resonates in Armenia. There are a pronounced acceptance and recognition of the need to normalize relations with Turkey and to engage in diplomatic negotiations with Azerbaijan. Nevertheless, the surprising re-election of the Pashinyan government after losing the war remains an impressive achievement and has sparked a degree of jealousy among many Western leaders.

Armenia Has Passed the Point of Returning to the Pre-War Status Quo

Yerevan.
Souvenir T-shirts displayed at a market in Yerevan, the capital of Armenia, on July 5, 2017. Photo: Matyas Rehak / Dreamstime.

You have argued that Armenia has embarked on its most decisive strategic reorientation since independence. Following the election, how irreversible is this shift toward Europe, and what factors could still derail it?

Richard Giragosian: Very good question, Selçuk. What we see is that Armenia has now gone past the tipping point. There is little real risk or danger of returning to the old reality, to pre-war arrogance and a pre-war aggressive posture. We are past that danger. However, it is not necessarily a matter of embracing the Western European model versus escaping the Russian orbit. It is more about Armenia seeking, delicately and under conditions of fragility, to strike a balance within the West-versus-Russia paradigm. This is driving Armenia to diversify and to seek a number of security partners. For example, the only arms procurement deal since the war of 2020 was with India. Very much on purpose—not with the West, but with a partner that is less provocative to Russia. What Armenia is seeking to do is risky, because it may fail. But it would be a greater failure not to try. That means seeking to challenge Russia, while avoiding an overreaction from Russia and carefully choosing its battles.

At the same time, it represents a return to the region. It is a realization that Armenia, like every country, does not choose its neighbors. We have no choice, no alternative, but to build a relationship with Azerbaijan, to normalize relations with Turkey, and to deal with Iran to the south and Georgia to the north. There is no real alternative to geography.

Russian Influence Has Changed, Not Disappeared

You have described Russia as suffering from both geopolitical distraction and declining power projection following its invasion of Ukraine. Has the recent election confirmed the erosion of Russian influence in Armenia, or does Moscow retain significant leverage through economic, security, and social channels?

Richard Giragosian: The short answer is both. The longer answer is yes. Russia remains overwhelmed and distracted by its failed invasion of Ukraine. But that is rather temporary. We do expect a resurgent Russia to return to the South Caucasus and seek to regain its diminished power and influence.

In the case of Russia-Armenia relations, Russian leverage remains strong, although it is different from what it was in the past. Previously, Russian leverage was based on security dependence, with the Nagorno-Karabakh conflict serving as an instrument of influence. Now, however, Armenia’s vulnerability to Russia lies primarily in economics and trade. Russia is Armenia’s largest import-export partner. Armenia also remains a member of the Eurasian Economic Union, to cite two examples.

But if we look at Armenia-Turkey normalization, it underscores the importance and necessity of reopening that border—not only to lower transit costs, but also to create new economic opportunities capable of countering Russian dominance. At the same time, I do think Armenia has an advantage: a rare degree of legitimacy and stability, unlike many countries within the Russian orbit.

The Armenian Sense of Betrayal by Russia Is Deeply Entrenched

Critics of Pashinyan accuse him of fostering anti-Russian sentiment, while supporters argue that Armenia is simply responding to Russia’s failure to honor its security commitments. Is Armenia witnessing the rise of genuine Russophobia, or merely a more realistic assessment of Russia’s reliability as an ally?

Richard Giragosian: To be quite honest and candid, I think the Armenian government is quite correct, as is the majority of Armenian public opinion, in recognizing the threat from Russia. Russia has, belatedly but now quite markedly, come to be seen as dangerously unreliable. There is a deeply entrenched Armenian sense of betrayal by Russia. The war of 2020 and the loss of Nagorno-Karabakh have led many Armenians to view Russia as part of the problem rather than part of the solution. I think this is a realistic assessment. 

I also think the lessons from the relationship with Russia illustrate the absence of any real choice or contest. For example, the European Union and the broader West are engaging with Armenia on the basis of attraction and persuasion. Russian policies toward Armenia, by contrast, have been rooted in coercion and pressure. There is really no contest here.

At the same time, I do think Russia’s arrogance, and its tendency to take Armenia for granted, actually contributed to this pre-existing tension in the relationship. I think Armenia’s future is much more closely tied to self-sufficiency, independence, and its regional role, and much less to being a Russian client, as it was in the past.

Russia’s Election Interference Failed to Deliver the Outcome It Wanted

Reports surrounding the election suggested attempts by Moscow and pro-Russian actors to influence public opinion. How should we understand Russian influence operations in Armenia today, and why did they fail to prevent a pro-Western electoral outcome?

Richard Giragosian: That’s a good question because there is an interesting paradox. Russia’s interference in the election generally failed to achieve any meaningful impact or result. However, we do see a vehemently pro-Russian political opposition garnering seats in the new Armenian Parliament. Two specifically pro-Russian parties were able to secure a significant minority share of the vote. This is an indication that we cannot become complacent about overcoming Russian influence, and that we must also recognize the challenge from within. The old-guard nationalist opposition, which continues to look to Russia, will undermine Armenian independence and challenge its policies toward its neighbors. So, we should not be overly complacent.

At the same time, I do think Russia is quite satisfied with the election result. There was little direct Russian support for the opposition, which would have been a much riskier move. But, for example, Russia is reassured that Armenia remains a member of the Eurasian Economic Union, while Armenia’s room to maneuver toward the West remains relatively limited and constrained. For that reason, I think the next challenge for Armenia will be to succeed in managing this new transactional relationship with Russia.

The European Union Has Become an Important Anchor for Reform

Armenia-EU
Photo: Dreamstime.

In your writings, you have emphasized that Armenia’s democratic development and European engagement are deeply interconnected. Can the European Union become a genuine democratic anchor for Armenia, or does Brussels still lack the strategic commitment necessary for long-term influence?

Richard Giragosian: I would say this is a rare example of the success of the European Union on the ground in Armenia. Certainly, it has served as an anchor for reform. But even more than that, we are witnessing an unprecedented level of EU engagement in Armenia. We see the deployment of EU monitors along the Armenian border with Azerbaijan to help stabilize the security situation. We also see unprecedented security assistance being provided to Armenia through the European Peace Facility (EPF).

What makes this so remarkable is that Armenia still hosts a Russian military base, remains a member of the Eurasian Economic Union, and is also part of the Russian-dominated Collective Security Treaty Organization. Despite these three realities, none of them has prevented the EU from deepening its engagement.

Part of the reason is the reality that Armenia has overtaken Georgia as the leading democracy in the region. There is also, to some degree, a European Union expectation that Armenia—and Armenia’s normalization with its Turkish partner—could help the EU achieve a broader geopolitical objective. In other words, Armenia–Turkey normalization is seen as a positive game changer not only for Armenia, but for the European Union as well.

And finally, Armenia has to be careful not to be used by the European Union or drawn into the broader paradigm of conflict between the EU and Russia that has intensified since the war in Ukraine. Armenia has to be somewhat cautious. But yes, the European Union’s engagement represents an important new element for Armenia.

The South Caucasus Is Unlikely to Remain a Long-Term US Priority

The United States has become increasingly involved in Armenian-Azerbaijani diplomacy. How do you assess Washington’s growing role in the South Caucasus, and could Armenia emerge as a new arena of strategic competition between the United States and Russia?

Richard Giragosian: I’m rather skeptical. I am skeptical about Armenia and the South Caucasus being a sustainable priority within the American national interest. Moreover, if we consider the unpredictability of the Trump administration, I also question the durability of its commitment to, and interest in, the region.

At the same time, Armenia’s diplomatic achievements with Azerbaijan owe much more to the leadership in both Armenia and Azerbaijan and to their bilateral efforts. They were not solely the result of Western or American involvement. In fact, Armenia and Azerbaijan, acting on their own—without Russia and without the West—were able to achieve much more than before.

That said, there has been one very important achievement in terms of the American connectivity initiative. This modestly named Trump Route for International Peace and Prosperity envisions road and rail connections through southern Armenia, linking Azerbaijan with its exclave of Nakhchivan and onward to Turkey. This is important not only for the restoration of trade and transportation, but also for the return of deterrence, changing the strategic calculus and significantly reducing the risk of renewed hostilities.

So, when looking at American engagement, the record is mixed. But overall, it is a net positive. For Armenia and Azerbaijan, however, it would be a mistake to assume or rely too heavily on American involvement going forward.

Free Elections Are Necessary, but They Are Not Sufficient

You have often argued that democratic legitimacy is itself a strategic asset. To what extent has Armenia’s democratic trajectory strengthened its international standing, especially when compared with the authoritarian models represented by Turkey, Azerbaijan, and Russia?

Richard Giragosian: There are two concrete and practical advantages that we have seen emerge from Armenia’s legitimacy and democratic credentials. First, there has been a significant improvement in the investment climate. This helps explain the breakthrough agreements in the IT sector, Armenia’s establishment of data centers, its growing use of artificial intelligence, and advances in chip production. AI and chip diplomacy are a direct result of this improved investment climate.

A second notable achievement is that Armenia has come to be recognized as a predictable and reliable interlocutor. That is important both for Ankara and Baku—for Turkey and Azerbaijan. Armenia is increasingly accepted as a dependable, reliable, and predictable partner. In this part of the world, that is a rare achievement, and in many ways, it is even more important than democratic credentials alone.

Now, the bad news. Armenia’s institutional weakness in terms of democracy still needs to be addressed, and strengthening those institutions is just as important as holding free and fair elections. An election is not the answer, nor is it the complete recipe for democracy. Armenia still needs to strengthen its democratic institutions.

Concessions Can Contribute to Peace, but They Cannot Be Unilateral

Aliyev and Erdoğan.
President of Azerbaijan Ilham Aliyev and Turkish President Recep Tayyip Erdoğan attend TEKNOFEST in Istanbul, Turkey, on April 29, 2023. Photo: Evren Kalinbacak / Dreamstime.

Pashinyan has presented peace with Azerbaijan as a prerequisite for Armenia’s future security and prosperity. Does the election provide him with a stronger mandate to finalize a peace agreement, or do major domestic and external obstacles remain?

Richard Giragosian: Clearly, yes. The government’s re-election provides a renewed mandate to continue engaging with Azerbaijan and to move the process forward. However, there are still significant challenges, especially regarding the Azerbaijani demand that Armenia amend its constitution, as well as the fact that the bilateral peace treaty has been initialed but not yet signed.

The real difference here, however, is that Armenia has been willing to accept its weakness and embrace its defeat, while also turning the page and moving forward with a much less provocative and much less aggressive posture toward all of its neighbors. So, there is reason for justified optimism. But it also takes two countries to achieve bilateral peace and stability.

Therefore, the next move will have to come first from Azerbaijan and then from Turkey in terms of normalizing relations. Armenian concessions and compromises are important, but they should not be unilateral.

The Constitution Will Remain a Potential Source of Friction

One of the unresolved issues concerns constitutional changes sought by Azerbaijan as part of a final settlement. How politically feasible are such reforms after the election, and do they risk creating a new wave of nationalist mobilization inside Armenia?

Richard Giragosian: That’s a very good point, because despite the re-election of the government, with a working majority and a renewed mandate, the government still fell short of a two-thirds majority in Parliament. That would have been much more helpful for constitutional amendments. The government’s working majority will therefore present a challenge in moving forward with a referendum on constitutional change.

However, we do see a demonstrable climbdown on the Azerbaijani side. They have retreated from their previously maximalist position, and the Azerbaijanis have become much more patient and far less demanding regarding the constitutional change requirement. It is no longer such an immediate prerequisite, which suggests there may be some flexibility, as well as an understanding in Baku that the Armenian government lacks the parliamentary majority necessary to guarantee this demand. So, I do think there is room for flexibility. But yes, it will remain a potential source of friction going forward.

Azerbaijan Continues to Shape the Limits of Turkish Policy

You have argued that normalization between Turkey and Armenia represents a rare opportunity for regional stabilization and economic development. Has the election increased the prospects for genuine rapprochement, or does Azerbaijan remain the decisive variable shaping Ankara’s policy?

Richard Giragosian: To be quite honest, despite the positive re-election of the Armenian government, there had already been notable progress before the election between Armenian and Turkish officials in moving incrementally closer to reopening the border. In this regard, when it comes to Armenian-Turkish normalization, the physical border has not yet opened. But the mental border has, and the issue has become much less poisonous and politically toxic within Turkey. 

However, unfortunately, the Turkish side remains hostage to Azerbaijan. Azerbaijan’s approval and consent remain necessary for the fulfillment of normalization. Much to the frustration of the Erdoğan government, it is Azerbaijan that continues to limit Turkish options in the region. That reality is also rooted in the economic and commercial influence of SOCAR, the Azerbaijani State Oil Company, within the Turkish economy.

Nevertheless, we are seeing growing support and broader constituencies on the Turkish side in favor of reopening the border. And this is not about the Turkish economy in general. It is about the regional economy of eastern Turkey, particularly the underdeveloped and largely Kurdish-populated areas of the east. For the Turkish state, reopening the border is important not only for economically stabilizing the region but also for countering the PKK through jobs and economic opportunity rather than relying solely on police action. So, there is a clear security dimension as well. 

At the end of the day, even for Azerbaijan, Armenia-Turkey normalization represents a rare positive game changer—a genuine win-win.

Armenia May Influence Its Neighbors More Than Its Neighbors Influence Armenia

Armenia’s normalization efforts necessarily involve deeper engagement with two increasingly centralized and authoritarian neighboring states. Do you have concerns that closer political, economic, and institutional ties with Turkey and Azerbaijan could contribute to democratic erosion in Armenia? More specifically, just as Russia has long sought to project its political influence and governance model across the post-Soviet space, is there a risk that Ankara and Baku may also seek to export elements of their own illiberal political models to Armenia? Or do you believe that Armenia’s democratic institutions and growing engagement with Europe are sufficiently resilient to prevent such authoritarian diffusion?

Richard Giragosian: I’m less worried about the potential risk posed by neighboring Turkey or Azerbaijan in terms of eroding the Armenian democratic model, simply because it would be very difficult for Armenia’s population to accept any kind of role for either Turkey or Azerbaijan in shaping Armenia’s political development. The greater risk comes from Russia’s potential external interference.

At the same time, Armenia’s institutions remain rather fragile, vulnerable, and not yet sufficiently resilient. But I do think we are on a positive trajectory. And I also believe that the development of relations between Armenia and Azerbaijan, as well as between Armenia and Turkey, can contribute positively to the democratic outlook of those countries.

So, I would reverse the question and focus on Armenia’s potential positive influence on its neighbors, rather than on the risk of intervention, interference, or democratic erosion emanating from Armenia’s neighbors and affecting Armenia itself.

Normalization Is Only the Foundation for Future Reconciliation

The loss of Nagorno-Karabakh has forced Armenia to reconsider long-standing assumptions about identity, security, and statehood. Are we witnessing the emergence of a new civic understanding of Armenian nationalism, and how might this reshape populist politics in the future?

Richard Giragosian: We are witnessing a sea change in terms of identity. And in this regard, it is not nationalism that resonates. Rather, it is a more mature evolution toward a new concept of patriotism. Specifically, from an Armenian perspective, nationalism can also be very negative, rooted in hatred of the enemy. Patriotism, in contrast, is much more positive. It is based on pride in history rather than hatred of rivals, opponents, or enemies. So, I do think there is a healthy and constructive movement in the right direction.

Nevertheless, it is still grounded in a painful reminder that Armenia was dangerously arrogant, especially in relation to Azerbaijan. There were too many missed opportunities for diplomacy. But Armenia is now cutting its losses and learning painful lessons. And I think the outlook moving forward remains positive. Because for Armenia, the first challenge was recognizing the problem. And that was the first stage in this evolution toward patriotism. It is also about normalization, and understanding what normalization with neighbors is—and is not. For example, in relation to both Turkey and Azerbaijan, this is not reconciliation. It is not even a rapprochement. It is normalization. It is the first step. It is also the basic currency of neighborly relations and the foundation for subsequent reconciliation.

This is why much of the past, including the events of 1915 and the genocide issue, is not part of the normalization process. These issues are not relevant to normalization. They will come later, once that foundation has been put in place.

Armenia May Be Less a Model Than an Accidental Exception

And lastly, at a time when democratic backsliding, authoritarian populism, and geopolitical revisionism are reshaping international politics, Armenia remains one of the few competitive democracies in the post-Soviet space. What lessons does the Armenian experience offer for understanding democratic resilience under conditions of war, external pressure, and geopolitical uncertainty?

Richard Giragosian: To be quite honest, I’m not sure. Armenia may be less of a lesson and more of an accidental exception. In other words, beginning with the change of government in 2018, it was a rare victory of nonviolence, of people power. Despite everything, despite later losing a war, despite Russia, what was the recipe for Armenia? I’m not quite sure. It could have been almost an accident of history.

But theoretically, we would say, sadly, that it took the loss of the war and the subsequent loss of Nagorno-Karabakh before Armenia could begin to rebound. At the same time, much of this opportunity also exists because Russia was distracted by its failed invasion of Ukraine. So, it is somewhat of an accidental convergence of interests.

At the same time, we do see Ankara, Yerevan, and Baku accidentally sharing similar concerns about Russia. There is an understanding that a regional identity, without any third-party involvement, is perhaps the real key to stability in terms of post-war adjustment. 

So, the short answer is: I’m not quite sure I have the answer.

Professor Cengiz Aktar.

Prof. Aktar: The EU Is Systematically Giving False Hopes to Armenia

In this timely ECPS interview, Professor Cengiz Aktar examines the political, geopolitical, and democratic implications of Armenia’s 2026 parliamentary elections. While acknowledging Armenia’s democratic resilience in an authoritarian neighborhood, he challenges prevailing narratives about the country’s westward turn, arguing that Armenia’s economic, energy, and security dependence on Russia remains profound. Describing the European Union as “the greatest populist actor in this game,” Professor Aktar contends that Brussels is fostering expectations it cannot realistically fulfill. The interview explores Nikol Pashinyan’s evolving populism, post-Karabakh politics, democratic backsliding, normalization with Turkey and Azerbaijan, Russian influence, and the enduring significance of historical memory. At its core lies a fundamental question: how can a fragile democracy survive amid competing geopolitical pressures?

Interview by Selcuk Gultasli

Armenia’s 2026 parliamentary elections have been widely interpreted as a pivotal moment in the country’s post-Karabakh trajectory. Taking place amid the aftermath of military defeat, the forced displacement of Armenians from Nagorno-Karabakh, ongoing normalization efforts with Turkey and Azerbaijan, and growing tensions between Russia and the West, the elections raised fundamental questions about democratic resilience, populism, sovereignty, and geopolitical realignment in the South Caucasus.

In this wide-ranging interview with the European Center for Populism Studies (ECPS), Professor Cengiz Aktar—adjunct professor of political science at the University of Athens, guest lecturer at Yerevan State University, and one of the foremost analysts of Turkey-Armenia relations, memory politics, and regional geopolitics—offers a provocative assessment of Armenia’s democratic future and its increasingly complex international environment.

While acknowledging Armenia’s democratic achievements, Professor Aktar stresses the extraordinary constraints under which the country operates. As he observes, Armenia remains “the only democracy in the Caucasus, indeed in the region,” a small, landlocked state surrounded by authoritarian neighbors and exposed to intense geopolitical pressures. Yet he warns that many assumptions currently shaping discussions of Armenia’s future rest on unrealistic expectations regarding Europe’s role and capacity.

The most striking theme of the interview concerns Armenia’s growing rapprochement with the European Union. Contrary to prevailing narratives that portray Armenia’s recent political direction as a decisive shift toward Europe, Professor Aktar argues that Armenia’s economic, energy, and security dependence on Russia remains overwhelming and cannot be easily replaced. In his view, European policymakers are encouraging expectations that they cannot realistically fulfill. “None of this can be replaced by the European Union,” he argues. “Yet the EU is systematically giving false hopes to Armenia. In that sense, the greatest populist actor in this game is Europe. Because Europe is offering hopes that it simply cannot fulfill.”

Professor Aktar is equally skeptical of assumptions that Armenia faces a straightforward geopolitical choice between Russia and Europe. While recognizing the country’s genuine democratic aspirations and strong cultural connections with Europe, he contends that geography, energy dependence, trade networks, and security realities continue to bind Armenia closely to Moscow. For this reason, he warns that unrealistic promises of European integration may ultimately prove counterproductive, potentially undermining Armenia’s stability while provoking Russian backlash.

The interview also explores Armenian Prime Minister Nikol Pashinyan’s evolving populism, the politics of peace and normalization with Turkey and Azerbaijan, democratic backsliding, Russia’s continuing influence, historical memory, and the unresolved legacy of the Armenian Genocide. Throughout, Professor Aktar returns to a central dilemma confronting Armenia today: how a fragile democracy can preserve its autonomy and democratic character while navigating an increasingly hostile regional environment shaped by authoritarian power politics and great-power competition.

Here is the revised version of our interview with Professor Cengiz Aktar, lightly edited for clarity, readability, and publication.

Armenians Were Tired of War, and Pashinyan Successfully Capitalized on That Fatigue

Armenian Prime Minister Nikol Pashinyan.
Armenian Prime Minister Nikol Pashinyan arrives for a meeting of the Eurasian Intergovernmental Council (EAEU) in Yerevan, Armenia, on November 19, 2021. Photo: Dreamstime.

Professor Aktar, welcome! You recently argued that the 2026 elections would reveal the direction of Armenian democracy after the trauma of Karabakh and the pressures of regional geopolitics. How should we interpret Nikol Pashinyan’s re-election? Does it represent a democratic endorsement of his peace agenda, or merely a choice of the “least risky” option in a constrained political environment?

Professor Cengiz Aktar: Before going into the details of the Armenian political microcosm, we should underline that this small country— less than 30,000 square kilometers after all—completely landlocked and surrounded by two enemy nations, Azerbaijan and Turkey, is the only democracy in the Caucasus, indeed in the region. This is something that people tend to forget. They are doing their best to remain a democracy. It is not easy because they have to deal with anti-democracies. But so far, they have been doing all right.

We will see how the final results of these elections play out. They are not final yet, and there are many issues—we will come to them. We will see the outcome and how the authorities address some of the serious questions that have arisen after the elections.

That being said, the people have re-elected the Prime Minister and, at the end of the day, endorsed his views. This is quite a remarkable achievement because, normally, when a leader loses a war and, moreover, loses a territory—which is the case with Nagorno-Karabakh, a historic Armenian land that was given by the Soviets to Azerbaijan and later reclaimed by Azerbaijan through war with Armenia, openly and extensively supported by the Turkish armed forces—the political consequences are severe. The reality was therefore quite harsh for a prime minister seeking a new mandate. Yet he succeeded. Of course, this may seem contradictory or paradoxical, but it is not.

There are two elements at play here. We could talk for hours about this. As you know, I have written extensively on the subject in Turkish for Agos, the Armenian newspaper published in Turkey in both Turkish and Armenian.

The first and foremost reason is that the people of Armenia are tired of fighting. There is a clear war fatigue. Although we cannot compare it to what is happening in our region, in Mesopotamia and elsewhere, this sense of insecurity has been very real. The Prime Minister used—and abused—this feeling extensively, essentially saying: if you do not vote for me, we will go to war. That was, of course, highly manipulative and a very populist way of dealing with such a sensitive issue as peace and security. Nevertheless, it worked.

The second element is that this country is virtually unrecognizable. I have been going there since 1990, and today Armenia is experiencing a boom in personal spending and consumption. It is becoming a mass-consumption society of the kind we saw in Western Europe after 1945. This, of course, is music to the ears of the Armenian public. I visit regularly, but this time I was genuinely amazed by the number of brand-new cars. There are hardly any old cars left in the city. Everybody seems to have a new one. Where does this money come from? Of course, no one asks such questions. But the main source of these finances, as in other countries of the region—including Turkey, Georgia, and others—comes from sanctions-busting.

The West—the United States and the European Union—sanctioned Russia, first after the annexation of Crimea and then following the full-scale war against Ukraine. Yet many countries have been circumventing these sanctions. This is not speculation. There are extensive reports on the matter, including in leading newspapers such as the Financial Times, documenting the flow of goods and cash to and from Russia. Russian gold, for example, moves through the South Caucasus and then to China and India, where it is processed and made marketable before returning to Russia. As one can imagine, this trade is extremely lucrative, and we see its effects in the economy of Yerevan.

So, all in all, the people have voted—although not for a full majority, and we will come to that. They voted for a different type of future. That is understandable. But is it sustainable? I think that is the real question.

Who Is Not Populist When Seeking Re-Election?

Pashinyan originally emerged from the 2018 Velvet Revolution as an anti-establishment figure challenging entrenched oligarchic networks. To what extent can he still be understood as a populist leader, and how has his populism evolved from opposition mobilization to governing power?

Professor Cengiz Aktar: Who is not populist, Selçuk? Especially when one is running for re-election. It is almost compulsory to be a populist, unfortunately. Nikol Pashinyan was in full swing when it came to populist moves, actions, speeches, and narratives. That is all true. But it worked. The question is whether he really represents a future for the country. Some observers say so, but at what price? That is the real issue, the real problem that Armenians will have to confront sooner or later.

What he has managed to achieve with Turkey and Azerbaijan—two longstanding foes of Armenia—is not yet fully accomplished, but it is on track; it is in the pipeline. However, it has been pursued through, once again, a very populist way of handling highly sensitive matters. It has been achieved by making huge concessions to both countries, without really receiving anything in return. This is very dangerous in the sense that one cannot ignore the imbalance involved.

I often think of a famous observation by Henry Kissinger, who was not exactly a commendable figure. He used to say that the best and most sustainable peace deals are those concluded by parties that leave the negotiating table equally dissatisfied with the outcome. That is very true. Yet in the case of Armenia and Azerbaijan—and also Turkey—that did not happen, and it will not happen, because Azerbaijan and Turkey do not have much to offer in return, except perhaps opening the border in Turkey’s case, and maybe Azerbaijan’s as well.

Even then, there are enormous conditions attached before anything concrete can happen. As you may have noticed, there has been much discussion in the Turkish media about the possibility that the two land border crossings could open during the summer. We will see whether Azerbaijan will allow Turkey to move forward with this symbolic—or perhaps concrete—opening of the border, which has been closed since 1993. That is a very long time.

As of today, the 12th of June, only five days after the elections, there remains a great deal of uncertainty. The Prime Minister did not get everything he wanted, and the opposition actually performed quite well. Does that mean that those who voted for the opposition are pro-Russian or anti-Western? I do not think so. That would be far too hasty a conclusion.

Frankly, I remain quite skeptical about the future, and there are some very unpleasant developments unfolding at the moment. But we will come to those in due course. 

People Were Willing to Sacrifice Almost Anything for Peace

Armenia protest.
Anti-government protesters gather in front of the Armenian government building in Yerevan on December 9, 2020, demanding the resignation of Prime Minister Nikol Pashinyan following the Nagorno-Karabakh war. Photo: Corneius Brandt / Dreamstime.

Comparative scholarship often suggests that military defeats weaken populist governments. Yet Pashinyan survived both the 2020 war and the loss of Nagorno-Karabakh. What explains his resilience, and what does it tell us about the relationship between populism, accountability, and democratic legitimacy?

Professor Cengiz Aktar: Democratic legitimacy is a big word. But frankly, as I said at the beginning, the appeal of a consumer society and the symbolic peace narrative played a major role. Pashinyan used this message effectively, even adopting the little heart as the symbol of his campaign, which is totally un-Armenian. It is not something that is commonly used in Armenia, nor in the Caucasus. Anyhow, these two elements—peace and consumption apparently worked. That is the reality. But again, are they sustainable? That is the question.

It worked perfectly. Elderly people were appearing on television, in street interviews and similar formats, saying remarkable things about the importance of peace at any cost. They were prepared to give up almost anything in exchange for peace and greater consumption. So, once again, the question remains: is it sustainable? I do not think so.

The Dominant Geopolitical Orientation Remains Russia, Not Europe

Many observers described the election as a referendum on Armenia’s geopolitical orientation. Do you think Armenian voters primarily voted on domestic democratic concerns, or was this fundamentally a choice between Russia and Europe?

Professor Cengiz Aktar: In Armenia, since the Velvet Revolution of 2018, there has been a genuine sense of democratic aspiration within society. Of course, not every individual is pro-democracy or democratic—that exists nowhere in the world—but overall, the aim, the tendency, and the willingness are there. Armenians want to build a democratic society.

But there are major impediments. It is a very small and a very dependent country. Despite the strong Western tropism that developed during the election campaign, particularly through the major event that took place in Yerevan at the beginning of May—the annual meeting of the so-called European Political Community, which was revived by Macron after an earlier French initiative had been abandoned in 1954—the reality remains quite different. The European Political Community is not a binding European institution; it is essentially a talk shop. Yet during this gathering, the whole of Europe was present, along with Canada, and they all delivered very warm messages to the Armenians. The message was essentially: “You are now part of Europe. You are welcome,” and so on.

But the reality is not quite that. The dominant and determining geopolitical orientation of Armenia remains Russia, not the West. Everything that happened during May before the elections—including these Western visits and those from the United States as well; the Vice President was there in March, carried the same message: “Armenia, we love you, and you are one of us.”

What explains this sudden affection? It is rooted in the anti-Russian policies of the West. In a sense, Armenia has been used for that purpose. Now tensions are emerging with Russia, which remains by far Armenia’s most influential neighbor. Armenia depends on Russia on an unbelievable scale. This dependence cannot be replaced or superseded by any European initiative, however well-intentioned. Geographically, historically, politically, and economically, it is impossible.

You have read what I have written about this dependency. More than 82 percent of Armenia’s gas and energy needs are covered by Russia, at an extraordinarily low price—$177.5 per 1,000 cubic meters of gas. There is nothing comparable anywhere else. If Russia were to change that arrangement unilaterally, Armenia would face tremendous difficulties. Not to mention Metsamor, the country’s only nuclear power plant, located near the Turkish border. It was built by the Russians, and Rosatom supplies its fuel. Nor should we forget the petrol and oil products that Armenians use every day in their new cars. There is also the enormous Russian market for Armenian products such as fruits, vegetables, and flowers.

None of this can be replaced by the European Union. Yet the EU is systematically giving false hopes to Armenia. In that sense, the greatest populist actor in this game is Europe. Because Europe is offering hopes that it simply cannot fulfill. People are now even talking about future EU membership for Armenia. But that is out of the question. One of the indispensable conditions for EU membership is territorial continuity. So where is the territorial continuity? It simply does not exist. It will not happen. There is no realistic chance whatsoever. Yet people are buying into this rhetoric without fully understanding the realities involved, and in the process they are jeopardizing the country’s relations with Russia. That is where we find ourselves today.

Russia Remains the Ultimate Game Changer in Armenia

You have repeatedly emphasized Moscow’s declining credibility in Armenia after its failure to prevent the loss of Karabakh. Has Russia now lost its position as Armenia’s primary external reference point, or does it still possess significant instruments of influence inside the country?

Professor Cengiz Aktar: Of course, as I said, yes. Russia remains the game changer in Armenia. Armenians are certainly not in love with Russia, particularly since the Russians did nothing to stop the Azeris and the Turks from taking back Nagorno-Karabakh. So, every Armenian has reason to be unhappy about what Russia did. But, the reality is something else. As I explained, the country remains highly dependent on Russia, and that dependence will not change from one day to the next.

Moscow May Have Felt No Need to Interfere

Yerevan.
Souvenir T-shirts displayed at a market in Yerevan, the capital of Armenia, on July 5, 2017. Photo: Matyas Rehak / Dreamstime.

Several reports suggested Russian attempts to influence the election through economic pressure, disinformation, and support for pro-Russian actors. How should we understand these efforts within the broader framework of transnational authoritarian influence and democratic resilience?

Professor Cengiz Aktar: The OSCE’s Office for Democratic Institutions and Human Rights (ODIHR) was there. The ODIHR has a specialized body that monitors elections in OSCE member states, and it was present during these elections as well. According to ODIHR, there was no interference whatsoever. There was a great deal of fake news on the subject, but neither the Electoral Commission nor the independent media found any substantial evidence of vote-buying or influence operations orchestrated by Russia.

On the contrary, there were reports concerning officials from Civil Contract, Nikol Pashinyan’s party, exerting pressure on civil servants to vote for Civil Contract. A civil servant is, after all, an obedient servant, so if the boss says, “Go and vote for me,” he or she generally will. These kinds of irregularities were noted.

Overall, however, I do not think that Russia intervened in the Armenian elections. If I put myself in the position of Russian decision-makers, I would say that they are probably so confident in their leverage over the Armenian economy that they felt no need to intervene directly in order to influence the outcome of the elections.

European Tropism Is a Myth and a Pipe Dream

The election result appears to strengthen Armenia’s rapprochement with Europe. In your view, is this shift primarily strategic and security-driven, or does it also reflect a deeper normative commitment to liberal democracy and European political values?

Professor Cengiz Aktar: No, as I said, this European tropism is a myth. It is a myth. Armenians are not discovering Europe. Armenia is, in a way, a very European country. Just look at the diaspora. The European Armenian diaspora is very strong and remains highly present in Armenia itself. If you compare the two countries, for instance Azerbaijan and Armenia, Armenia is by far more European than Azerbaijan, which has virtually no connection to Europe whatsoever. There is no significant Azeri diaspora in Europe. That is not the case with Armenia. Armenia knows what Europe means, in a way.

But, having said that, I repeat: this European tropism is a pipe dream. It is a personal choice, but it will not have any real consequences for the development of Armenian democracy in the foreseeable future. They are not there, and they will not be there.

The Americans are another matter altogether. They are much more focused on transactionalism. They buy and sell, and they do not care at all about the democratic future of any country in the world—including their own.

Autocratic Tendencies Are Clearly Visible

Some critics argue that Pashinyan has displayed increasingly personalized leadership tendencies and a growing concentration of power. Do you see signs of democratic erosion under his government, or are such concerns exaggerated given Armenia’s broader regional context?

Professor Cengiz Aktar: The trend is troubling. There have been some anti-democratic and illegal actions directed against the opposition, but not only against the opposition. Let me give you the example of the director of the Genocide Museum in Yerevan. This lady offered a book to the American Vice President during his visit to Yerevan. The book dealt with the fate of the Nagorno-Karabakh Armenians. As you know, 150,000 Armenians were forced to flee Nagorno-Karabakh. She was subsequently sanctioned by the Prime Minister, who forced her resignation. This is far from any democratic way of handling public affairs. The lady was compelled to resign and was replaced by a bureaucrat close to the Prime Minister who has no real understanding of the history of the Armenian genocide.

He is also challenging the role of the Church. Etchmiadzin, the Holy See, is systematically under pressure from the government. That is not the role of a government—to intervene in the affairs of the Church, whatever the circumstances. There may be all sorts of accusations against the head of the Church, Karekin, involving embezzlement and other matters, but that is not the role of a government.

During the campaign as well, there were some quite worrisome developments targeting opposition figures, and these developments are still continuing.

Moreover, the election results are not yet entirely clear, because we still do not know whether a fourth party will make it into Parliament. Unfortunately, since the closure of voting on the night of the 7th June, there has been considerable pressure on election officials to ensure that this fourth party remains below the 4 percent threshold and does not enter Parliament. By cheating, of course. 

And now the scandal is completely out in the open. All opposition parties are protesting loudly. They are taking the matter to the Electoral Commission and will probably proceed to the Constitutional Court afterwards in order to seek a proper resolution, because this party’s votes have been cancelled. The objective has been to ensure that it does not enter Parliament and remains below the 4 percent threshold. We cannot call this democratic. It is anti-democratic, it is illegal, and it challenges the principle of free and fair elections. So, are there autocratic tendencies? Yes, definitely. They are very much there. Are they widespread? No. But the danger is there.

Concessions Without Reciprocity Create Fragile Peace

Armenia-Azerbaijan-Turkey flags.
Photo: Dreamstime.

Pashinyan campaigned explicitly on a message of peace with Azerbaijan and normalization with Turkey. Is this the emergence of a new political cleavage in Armenia between peace-oriented pragmatism and nationalist revisionism?

Professor Cengiz Aktar: It is a good question. National revisionism, okay—but revise what? Those who challenge the Prime Minister’s positions, policies, actions, and narratives are saying something that is very meaningful. They say: “We are not against peace.” After all, who can be against peace? Who can be in favor of war? That is a form of universal wisdom. But they are asking a different question: How did you achieve that peace? What do you receive in return when you make concessions to Azerbaijan and Turkey? 

That is the real question. It is fascinating to observe that a very similar dynamic is unfolding in Turkey with the Kurds. The Kurds speak about peace, a peace process here and a peace process there. But what do they receive in return from the Turkish state? In line with their longstanding demands—for example, the freedom of the Kurdish language and the recognition of Kurdish as an official language in Turkey—they receive nothing.

It is the same in Armenia. The practice is exactly the same. Everybody talks about peace, but when you ask what they receive in return for their concessions, the answer is: nothing. They say they receive peace. But this peace exists entirely under the shadow and control of the other parties, who can challenge it at any moment. They have not given anything themselves, and therefore they can always come back and say: “No, we want more.”

That is precisely what is happening now. As you may know, before the elections—more specifically on May 15—there was an important development. The Azerbaijani ambassador to Ankara openly and quite happily declared that the opening of the border between Turkey and Armenia was directly linked to the so-called peace process between Armenia and Azerbaijan, and that Baku and Ankara were coordinating their moves and policies. 

He was speaking on behalf of Baku, and the condition for this so-called peace process was—and still is—a change to the Armenian Constitution. Specifically, Azerbaijan wants the removal of the provision concerning Nagorno-Karabakh, which is referred to in the Armenian Constitution as an Armenian territory, or as a territory inhabited by Armenians. In other words, Baku wants Yerevan to eliminate this provision, and this remains the principal condition for accepting a lasting peace with its neighbor.

The problem is that, in order to do that, the Prime Minister needs a two-third qualified majority in Parliament, which he did not obtain. Now, with all the controversy surrounding vote-rigging and alleged manipulation concerning the fourth party I mentioned earlier, I do not see how he can satisfy the Azerbaijani demand by amending the Constitution and removing the reference to Nagorno-Karabakh. This means that the prospects for peace with Azerbaijan—and, consequently, with Turkey—are in serious difficulty.

They are compromised, and no one can foresee the outcome at this stage because we still do not have the final count, nor do we know exactly how many parties will ultimately enter Parliament. But in any case, even if the fourth party fails to enter Parliament, the ruling Civil Contract party still lacks the necessary majority to amend the Constitution. So, we are facing a deadlock, and no one really knows how it will evolve.

The Perversion of Justice Starts With the Denial of Memory

Professor Aktar, you have often argued that Turkey cannot become a fully democratic society without confronting its historical crimes, particularly the Armenian Genocide. How does the current normalization process affect questions of historical justice, memory, and democratic reconciliation?

Professor Cengiz Aktar: This is a question that really deserves a separate discussion, but in a nutshell, I can offer an example. Turkey is in dire straits. Turkish democracy does not exist. In fact, I would argue that it never truly existed. But the rule of law, for which Turks have struggled since 1923—and especially since the end of the Second World War—is now gone as well.

These are structural problems, even structural diseases. I do not particularly like using that term, but this is what we are dealing with: a dysfunction that goes back to the founding sin of the state—the Armenian Genocide and the Syriac Genocide, which are inseparable and which occurred more than a century ago.

A country that does not come to terms with such a painful and sinful past can easily digest other sins, as is the case today, including sins that are far less serious and far less painful than what happened 111 years ago.

What I am saying is not abstract. I am not talking about ghosts. I am talking about the perversion of the sense of justice in this country. And I am quite sure that Turkey will not make it through the remaining decades of the twenty-first century without recognizing, reflecting upon, and recalling this tragic past, which ultimately resulted in the disappearance of the entire non-Muslim population of Anatolia. We are talking about three million people.

So, it is really a matter of either-or. What is the significance of an embezzlement scandal involving a Turkish politician—for instance, Erdoğan—when compared with genocide? It is nothing. It is peanuts.

Therefore, a population, a polity, a society, and a state that do not wish to remember what happened a century ago—which was carried out by Turks and Kurds —can easily digest, accept, and live with far less serious wrongdoings, as we see happening today.

This is simply a normal consequence of this absence of memory, or rather this voluntary loss of memory and de-memorization of the past. It is very dangerous, and it is very unhealthy.

False European Hopes May Push Armenia Back Into Moscow’s Orbit

Armenia-EU
Photo: Dreamstime.

And lastly, Professor Aktar, at a time when much of the post-Soviet space is characterized by authoritarian consolidation, Armenia remains one of the few competitive democracies in the region. What lessons does the Armenian experience offer for understanding democratic resilience, populism, and geopolitical pressure in the twenty-first century?

Professor Cengiz Aktar: Interestingly, we began our discussion with this point, and we will conclude with it as well. Armenia remains the only country in its immediate neighborhood that is genuinely trying to remain a democracy. The next democratic country, after all, is Greece, which is quite far away.

It is doing its best to preserve democratic governance. But it is extremely difficult to survive in a non-democratic, and even anti-democratic, environment when you are surrounded by countries that do not share the values, principles, and norms of democracy.

This is not merely a theoretical issue; it is a practical one. Non-democracies and anti-democracies can conclude agreements with democratic countries, sign them, and then simply ignore their commitments. Because they are not accountable. A non-democratic or anti-democratic regime is not accountable to its population. It simply does not care.

Take Russia, for example. I mentioned earlier the figure of $177 for 1,000 cubic meters of natural gas. That gas is supplied under an agreement between Moscow and Yerevan. But Moscow, as a non-democratic—indeed, a totalitarian—state, can simply say: “We are no longer bound by that agreement. We are raising the price to the international market level of $600. Take it or leave it.” This illustrates the difficulty of operating—and indeed surviving—in such an environment. I sincerely hope that the Armenians will manage and succeed.

The problem is that the false hopes offered by European countries and by the European Union itself are not helpful. In fact, they indirectly push Armenia back into Moscow’s orbit and deeper into Russia’s sphere of influence. The Russians are already deeply upset with the Europeans, not least because of what is happening in Ukraine. And they are unlikely to tolerate what they would perceive as a second strategic setback in their immediate neighborhood. After all, the Caucasus is their backyard.

There is one final point. Anyone interested in the South Caucasus should take a serious and analytical look at what happened in Georgia. Georgia went through a very similar process—loosening its ties with Russia and moving closer to the West. In the end, it failed. The country ended up with two portions of its territory effectively invaded and, while not formally annexed, indirectly administered by Russia. Meanwhile, all the Western hopes and aspirations of eventually joining the European Union have faded away. They are gone. Finished. Today the country is governed by a tycoon who is completely infatuated with Moscow.

This, unfortunately, is the reality of the South Caucasus. We will see how things evolve. I wish the very best to Armenia, but the task before it is not easy at all.

Rudy deLeon

Rudy deLeon: We’re in a Turbulent Time, Made Even More Turbulent by a Trump Administration That Is Not Strategic

In this timely ECPS interview, Rudy deLeon—former US Deputy Secretary of Defense and Senior Vice President for National Security and International Policy at the Center for American Progress (CAP)—offers a far-reaching assessment of the mounting challenges confronting the liberal international order. Drawing on decades of experience in national security and alliance management, de Leon argues that the world is entering a period of profound uncertainty marked by geopolitical rivalry, democratic strain, technological disruption, and a vacuum of strategic leadership. Criticizing what he describes as an increasingly unpredictable and insular US foreign policy, he warns that “what America says on Monday is not what it says on Thursday.” The interview explores NATO’s future, transatlantic relations, US–China competition, populism, artificial intelligence, migration, and the strategic dilemmas shaping global governance in the twenty-first century.

Interview by Selcuk Gultasli

At a moment when the liberal international order faces mounting pressures from geopolitical rivalry, democratic backsliding, technological disruption, and the resurgence of authoritarian power, questions about the future of American leadership have acquired renewed urgency. In this wide-ranging interview with the European Center for Populism Studies (ECPS), Rudy deLeon—former US Deputy Secretary of Defense and Senior Vice President for National Security and International Policy at the Center for American Progress (CAP)—offers a sobering assessment of the strategic challenges confronting the United States and its allies in an increasingly fragmented world.

Drawing on decades of experience in defense policy, alliance management, and international security, de Leon, as one of Washington’s most experienced national security practitioners, argues that the world is entering a period of profound transition marked by uncertainty and the absence of strategic leadership. While emphasizing that the post-1945 order helped prevent great-power war, preserve peace in Europe, and facilitate the rise of global economic integration, he warns that many of the assumptions underpinning that order are now under strain. As he puts it, “all these things are in play,”from climate change and migration to artificial intelligence, shifting demographics, and renewed geopolitical competition. Yet, he contends, the situation has been aggravated by “a president and an administration that are not strategic, that are not diplomatic, and that are very insular.”

Throughout the interview, deLeon repeatedly returns to the importance of long-term strategic thinking. Contrasting the institution-building vision of Franklin D. Roosevelt, Harry Truman, and Dwight Eisenhower with contemporary policymaking, he argues that today’s American leadership often operates without a coherent strategic framework. “What America says on Monday is not what it says on Thursday,” he remarks, describing a pattern of unpredictability that has generated anxiety among allies and weakened confidence in US commitments.

The discussion examines a wide range of contemporary issues, including NATO’s future, transatlantic relations, the rise of China, the implications of populism for international cooperation, and the evolving relationship between democracy and globalization. De Leon also explores how technological transformations, particularly artificial intelligence, may reshape labor markets, democratic governance, and international competition. In his view, policymakers remain overly distracted by ongoing military conflicts while neglecting the strategic questions that will define the coming decades. “The most pressing issue right now,” he argues, “is to figure out what the rules are for artificial intelligence and what that means for the nature of work.”

Ultimately, this interview is not simply an assessment of American foreign policy under Donald Trump. It is a broader reflection on leadership, institutions, and the future of international order in an era when, as de Leon suggests, the questions confronting policymakers may be more consequential than the answers currently available.

Here is the revised version of our interview with Mr. Rudy deLeon, lightly edited for clarity, readability, and publication.

Has the Postwar US Leadership Model Ended?

Donald Trump.
Donald Trump’s first presidential campaign rally at the Phoenix Convention Center, where thousands gathered to hear him speak as protesters demonstrated outside. Photo: Danny Raustadt.

Mr. Rudy deLeon, welcome! To begin, for decades, the United States positioned itself as the principal guarantor of the liberal international order. How do you assess the Trump administration’s apparent shift from alliance leadership toward a more transactional understanding of international relations? Does this represent a temporary deviation or a structural transformation in America’s global role?

Rudy deLeon: That’s an excellent question, and it’s being asked in the capitals of Europe, in Asia, but particularly here in the United States.

We had a period from 1945 to 2016, where there was an architecture globally to prevent another big war. NATO, outreach in Asia—if you go back to the big summit of Roosevelt, Churchill, and Stalin as World War II was coming to an end, Stalin was all about the boundaries of Poland, and Churchill wanted to reestablish the British Empire, particularly in the Levant. What FDR and the Americans wanted were institutions to prevent a third world war from occurring. One of those institutions was the Marshall Plan, which later became the US Agency for International Development (USAID). Another was, simply, to reconcile Germany with France and England.

The only way that meeting would occur was if Eisenhower returned to active duty and became president of Columbia University in New York. Truman recalled him to active duty, and he chaired the first NATO meeting between Germany, Britain, and France. The alliance grew and expanded. It had different roles in the Cold War. The key was those institutions that would prevent another big war from occurring. It allowed for the mostly peaceful rise of China into this modern period. It also kept the peace in Europe.

One of the downsides, as much as we protested, was that Americans became the policemen of the world. Usually, it didn’t end well. Nonetheless, the intentions were there. That gets us to the 2016 presidential election. So now, you’re right: what is the status of America’s global alliances?

We have a lot of economic changes that are in progress. We also have generational changes going on now. All of those are on the table. So, the current president, Donald Trump, comes along, and he stirs the pot everywhere.

But whereas FDR, Eisenhower, and Truman were very strategic at the beginning, the current administration does it one day at a time. What it says on Monday is not what it says on Thursday. As a consequence, there is an insecurity, a disruption that is in progress, all while hotspots remain. China is potentially gaining economic centers. All these things are in play right now.

Why Strategic Leadership Matters More Than Ever

Many scholars now speak of a process of “negative convergence,” in which democratic and authoritarian powers increasingly adopt similar practices of executive centralization, nationalism, and disregard for international norms. Do you see evidence of such convergence in contemporary global politics, and what implications does it have for the future of democratic governance?

Rudy deLeon: You’ve described the current global situation, which is one of change. In many ways, it’s remarkable how, from 1945 to 2016, there was a consensus. You know, when Neil Armstrong set down on the moon, the population of the planet was 3 billion. Today, it’s 9 billion, and it’s increasing very quickly. And with that have come these new issues of climate and migration, as well as the issue of globalization and economic distribution. 

In ways that the US and Europe were once central, they are now key partners. So, we’re in a period of change, and what we would like most right now would be a steady leader—one who had a strategic bone, who could create a consensus with the Congress, as well as allies. We don’t have that right now, and that is part of the disruption. Again, what America says on Monday is not what it says on Thursday.

Considering the role that the Americans have played, not simply in balancing a lot of rivalries and tensions around the world, but also in navigating their own sometimes complicated politics, that’s part of the tension points that we see right now. Add to that the role of climate. Add to that migration.

Then there is the rise of technology, first going from analog to digital and now, soon, potentially to artificial intelligence. What does this mean for the Americans, for the Europeans, for the Chinese, in terms of their own economic solvencies? All these things are in play. And yet there’s a vacuum of leadership and strategic thinking globally, and that is to our detriment.

NATO’s Enduring Value Beyond Military Power

NATO
NATO headquarters and monument in Brussels, Belgium, the political and administrative center of the North Atlantic Alliance. Photo: Dreamstime.

President Trump’s decision to reduce the US military presence in Germany has raised concerns about the future of transatlantic security. How significant is this move for NATO’s credibility, and could it accelerate Europe’s search for greater strategic autonomy?

Rudy deLeon: We’re best when we find ways to work together and to share common interests as well as values. The decision to remove 5,000 troops from Germany may not necessarily reflect a long-term change. Definitely, it reflects Trump’s thinking. And again, as we’ve noted, this is not a strategic administration. This is something that changes day to day, and we see that in our politics.

I think Congress, particularly the Senate, has had a long-time vested interest in institutions like NATO. They were a military alliance, but they were also a political alliance. And, as we see these new forums—Shangri-La in Asia, but also Munich—the Munich Security Conference has become a key moment in terms of the transatlantic dialogue.

So, right now, you can hear some of the strongest voices coming from the Senate and the congressional delegations that go and attend, while the administration, the Secretary of State, and the National Security Advisor play a secondary role.

So, yes, the administration in power, the Trump administration, would like to cut back on NATO. The institutionalists in Congress, who actually, at the end of the day, write the appropriations bills, have a different view—a more long-term view. But that’s playing out, and it played out in the 2024 election. It’ll play out again in the midterms that are coming up here in 2026, and then in the 2028 presidential election.

The long-term view in America and the world—Americans were isolationists. Coming out of World War I, it left a reminder of why young Americans should not necessarily end up on European battlefields. There was a tremendous discussion in the country on that topic. But, at the end of World War II, we’re back to FDR’s view that these institutions could hold a global dialogue together. And that was Eisenhower. That was certainly Truman. Definitely Ronald Reagan. Bill Clinton, too.

But since then, we’ve seen sort of less of a focus. we’re back to the policemen of the world, whether it’s Afghanistan or the Korean Peninsula, South Korea. You know, entangling ourselves in these long-term regional conflicts has not worked out very well for the Americans, but we learn this lesson over and over.

There’s still a little bit of a residue from the long-term deployments of troops to Iraq, as well as Afghanistan. And so now, we see those changes reflected in the current administration. They’re not necessarily long-term. But I’m back to it being a much larger world, going from 3 billion to 9 billion. And migration—going to where the food and the water are—is part of that story.

All these things are in play. We’re in a turbulent time, made even more turbulent by a president and an administration that are not strategic, that are not diplomatic, and that are very insular.

Are US Allies Losing Confidence in Washington?

You have previously argued that American leadership remains indispensable to regional and global security. In light of recent developments, are traditional US allies beginning to view Washington less as a security guarantor and more as a source of strategic uncertainty?

Rudy deLeon: I think that’s a fair description of the messages that are coming from Washington, and if you’re not a Washington policy insider, you can quickly come to that conclusion. These long-term relationships are at risk. The relationship between the United States and NATO was—is—more than simply a security arrangement. It is a diplomatic center of dialogue and exchange that covered issues well beyond Europe, including the Middle East process. 

When peacekeepers need to go in, you’ll see Americans, but more likely you’ll also see British, French, Italian, and sometimes now even German peacekeepers join those deployments. When NATO countries are deployed into a tense third-party area, the Americans and their European partners bring with them a dedication to the rule of law, a commitment to diplomacy, and an open door in terms of dialogue and exchange.

It’s been tough in the Middle East. There have been a lot of painful lessons for Americans and the French, in particular, as peacekeepers in challenging areas. The Turks can sometimes play a constructive role here. But to step back from that is to invite chaos coming forward. And again, this period from 1945 to 2016 was one of mostly great stability and continuous dialogue.

The Americans still have to come to grips with this intense, intrinsic desire to be the policeman to settle disputes. But indeed, these relationships have been essential, need to be essential, and these will be topics for the presidential debate in 2028.

Global Governance in an Era of Strategic Drift

The Indian Prime Minister, Shri Narendra Modi, is pictured with the President of the Russian Federation, Vladimir Putin, and the President of the People’s Republic of China, Xi Jinping, in Goa, India on May 25, 2019. Photo: Shutterstock.

Across Europe, Asia, and the Middle East, we are witnessing efforts by states to hedge against American unpredictability. To what extent do initiatives such as the 2026 Shangri-La Dialogue reflect a broader search for alternative security architectures beyond US-led frameworks?

Rudy deLeon: Good question and the answer is well decided and written about by historians. But I think that you have other factors. First, we have the unpredictability of the Trump administration. They don’t know where they are on Monday, let alone on Thursday. So there is a lack of a strategic approach.

Second, you have the rise of China, not so much as a regional power, but in particular as a global economic power. And so that is changing relationships. The notion of “made in China,” rather than “made in Europe” or “made in the United States,” has definitely been a factor in globalization.

The migration of people, again, as populations increase, from areas where there is not food and water to trying to get to other places, particularly North America or Western Europe, is a challenge that needs a long-term solution.

So I would say that in 2026, we are dealing with a world that is now much different. Not quite 100 years later, but much different from the world that was created at the end of World War II. Dean Acheson referred to that as Present at the Creation, which is about how to build peace across the European continent and then peace across the Pacific. And so now, with these factors of population, the unpredictability of American leadership, and a Middle East that tries to move in a progressive way but, it seems, takes one step forward and then two steps back, all these are challenges on the agenda. They suffer from an administration that right now is not strategic, that has simply a short-term view of all of these factors, and tends to go back and forth.

Why Dialogue Still Matters in Global Politics

How do you interpret the relationship between contemporary populism and the weakening of the rules-based international order? Are populist governments inherently skeptical of multilateral institutions, or is something deeper occurring in the structure of global politics?

Rudy deLeon: I think the generations have changed. We had a World War II generation that Americans would sometimes call their greatest generation. Then we have the baby boomers. If Truman, Eisenhower, and Roosevelt are World War II generation, then Kennedy, Reagan and Clinton were part of the baby boomers in their period. Now, as we’re into this next changing generation that has mostly risen with computers, lived in the digital world, and has more information flow than any previous generation, not only have the politics of the era changed, but the nature of work has changed, as well as the distribution of resources. All of these things need to be settled out.

I do think that if the Americans can continue to have a strategic rather than a populist orientation, then we can develop those partnerships that have been so valuable over the last 80 years. But it’s a challenge. The modes of communication are so much different. The availability of information is instantaneous. I can read the papers in Europe, or the China Daily, the papers from San Francisco or Seattle with regularity in Washington, D.C.. The availability of information has made everything instantaneous. Yet, our processes for making decisions still require consensus and dialogue back and forth. As we come to grips with how we use all of these new tools of information in constructive ways—because I think we’re still learning—that will be a big change.

There’s an interesting parallel to this in terms of American history, and that was the arrival of the telegraph in the early nineteenth century. Prior to the telegraph, information would move only as quickly as a horse could ride from one town to the next. But with the telegraph, the debates in New England could suddenly be shared in Ohio, Pennsylvania, and Illinois. And so the politics, the issues, started to change because the regions could talk to each other. 

Now, we have constant back and forth. One thing that unites the ‘souk shopping area in the Emirates and the student in Shanghai is the earbuds. You see young people connected to that Apple iPhone with earbuds in. So that is making some changes as well.

We can look beyond the disruptors in our politics, but also recognize that the economic relationships are changing, and the sharing of information is changing. Now, what Americans, along with the British and the Soviets, did was learn how to lead. They created their separate spheres of interest, but they always were able to maintain a dialogue. I think right now, the notion that somehow everybody can go their own way and take care of themselves turns out not to be a recipe that works. We’ve seen that play out far too many times.

The Information Age and the Limits of Liberal Assumptions

AI
Photo: Dreamstime.

The post-Cold War order rested heavily on the assumption that economic integration would reinforce liberal democracy. Yet today, authoritarian powers appear increasingly confident and influential. Has that assumption fundamentally failed?

Rudy deLeon: I don’t think it’s failed. I think it’s the vulnerability of transitioning into this information-based world, where everyone can dial into the information that they want. What does that mean? It means you’re going to dial into a place where you have an agreement with them. You’re not going to necessarily dial into places that are offering a different viewpoint. So, you’re susceptible to an echo chamber of political thought.

But I do think that, at the end of the day, the rise of the powerful individualist nationalists will have to give way to a common world that has to deal with climate. It has to deal with the distribution of resources, the West and its engagement with the developed and developing worlds of Africa and Asia. Those will have huge consequences for everyone.

At the same time, in Asia, for example, we see the deployment of DPRK, North Korean soldiers, to Ukraine to fight with the Russians. We see that as the emergence of an unexpected power center in Asia. That should be sending off alarm bells in Tokyo, Seoul, as well as Beijing. Because suddenly, an unexpected Asian power has demonstrated an expeditionary capability to send troops to Europe.

What does that mean in the long term? It’s an interesting discussion in terms of what goes on in Tokyo. Thought in Tokyo is less examined than what Kim Jong-un is wanting to do right now. The North Korean soldiers end up with better food and better equipment on the Russian side in Ukraine. So that’s a surprise—the expeditionary nature of the North Koreans going to Europe. What does that mean for the Republic of Korea, which has its own internal disputes right now, its own set of arguments? And then what does that mean for a rising China that looks at the North Koreans on its border and has to wonder: What is our relationship with that country, and what kind of a threat does that essentially mean for the region? 

The Unfinished Story of China’s Global Role

You have written extensively about US–China cooperation and competition. In an era marked by growing geopolitical rivalry, do you still see meaningful space for cooperation between Washington and Beijing on global challenges, or are we entering a prolonged period of strategic fragmentation?

Rudy deLeon: That chapter is still to be written. In terms of China and its integration with the West, it’s a different model than we have seen historically. When Japan rose in the 1930s, it was an exceptional builder of ships, airplanes, and the tools of war. China has those skills. But as a global supplier of, essentially, products ranging from electronics—not automobiles, which Europeans and Americans still dominate on the consumer side—but other utilitarian items, China has to decide: Does it want to be a global military power? It has a long way to go to achieve that, as opposed to being an economic power.

David Miliband, who was the Foreign Minister of Britain while President George W. Bush was in office, came to Washington and said, “Well, you Americans are focused on Iraq and the Middle East. The rest of the world now notes that everything is made in China. That’s an issue for you to consider and to think about.” Power is being redefined in that period from 2016 going forward, as part of Trump’s tenure. How are we going to deal with the economic power of China, its potential use of political influence, and Russia, which is in decline but still has the ability to project military power?And then, despite all of the efforts to secure some kind of regional balance in the Middle East, that’s become extremely difficult.

So agendas are changing. I think you’re right to postulate that question. China’s going to play a big role. They seem to be more interested in their economic role as a manufacturing power than they do in terms of being a diplomatic or political power.

Why Policymakers Must Look Beyond Current Wars

Some analysts argue that the retreat of the United States from global leadership creates opportunities for authoritarian powers to shape international norms and institutions. Do you share this concern, and if so, where do you see the most significant risks emerging?

Rudy deLeon: I agree with the first part of the question, which is that the Americans have been less strategic, particularly since 2016. Can that change? The twenty-first century began in 2001 with the highest of expectations, but here we are in 2026, a quarter of a century later, and we’re once again facing all of these challenges. The distribution of economic resources. Military conflicts that don’t have an easy end. Troublesome diplomacy. 

So, I would say the future is still to be shaped. The next 25 years are still open to be shaped, and they could go in many different directions. The most pressing issue right now for policymakers is to figure out what the rules are for artificial intelligence and what that means for the nature of work.

For Americans and Europeans alike, the availability of work was one of the things that made for healthy democracies. However, the availability of work today is certainly changing. If you have high-end skills in one economy, but lesser skills in another, you’re at minimum wage and don’t have as many opportunities.

So, these are all factors in play right now. We’re too distracted by wars in Iraq or Afghanistan, by Ukraine, or now by Iran. We need to get back to some of the strategic issues that are going to be so critical going forward.

What King Charles Revealed About America’s Political Moment

King Charles.
King Charles III during a wreath-laying ceremony at St. Nikolai Memorial in Hamburg, Germany, during his state visit, March 31, 2023. Photo: Heide Pinkall / Dreamstime.

The Trump administration often frames international politics in terms of sovereignty and national interest rather than shared democratic values. What impact does this discourse have on democratic forces and civil societies operating under authoritarian or semi-authoritarian regimes around the world?

Rudy deLeon: We’ve always had this notion of Jacksonian democracy, going back to Andrew Jackson in the nineteenth century. In shorthand, it was that “one man smells like the next,” meaning the farmer in West Tennessee or Ohio had as much right to economic opportunity as the banker in Philadelphia. That populist battle has remained present in America and has always been part of our political life. And I think we’re seeing it move forward right now. Again, in terms of the nature of work being a great equalizer, I’ll end with that: work, learning, and change. The distribution of resources is changing as well.

So, I think we start not so much with an answer, but by constantly trying to reframe and narrow the questions into areas that are workable in terms of reaching out. But I was just going to add the great irony of having the King of England speaking to the Congress of the United States.

King Charles, along with his mother, Queen Elizabeth, are the only monarchs of that nature to come and speak to the Congress. King Charles was very warmly received for the clarity of his remarks and for the stability of his personality. Remember, the Americans are still the creation of the Europeans, with a lot from Britain, not so much from France, but a great deal from Germany and Italy, as well as from Ireland and Scotland.

I think the King’s remarks were a reminder of our roots and of the fact that we have more to gain from each other. It was also a reflection of the fact that the clarity with which the King spoke was probably a wish that our own leadership right now could have that same clarity of strategy, purpose, and integrity when they speak.

Can the West Renew Strategic Leadership?

You have participated in and written about major security dialogues throughout your career. Looking beyond the 2026 Shangri-La Dialogue, what kinds of alliances, institutions, or coalitions are most likely to shape the next phase of global governance? Will the future belong to renewed multilateralism, competing blocs, regional security architectures, or entirely new forms of international cooperation?

Rudy deLeon: You have framed something important here. Sometimes generations are described by answers, and sometimes they are framed by questions. You have really, for 2026, framed so much that the questions right now are more important than the answers. Will the Americans and the West continue in a series of alliances that will bring stability to the global order? That’s been essential. We took it for granted. It was there, and now that we see it being less influential, we worry a little bit more.

Now, the American reach still remains. Our Navy can still reach places that no one else can reach. China is trying, and it can get to some places, but not all places. And those Americans in Germany had less to do with German security and more to do with keeping the historic European competitions from rising again and troubling each other on the European continent. Those 5,000 US soldiers in Germany were a reminder of the stability that was brought through the diplomatic and economic tools established at the end of World War II. For more than 75 years, we were able to keep broad peace in Europe, together with North America, and for the most part in Asia. So, we did better on strategic security than we did on our irresistible tendency to rely on a powerful military and end up being the policeman in Korea, Vietnam, Afghanistan, Iraq, and Iran.

When World War II came to an end, the Deputy Japanese Foreign Minister showed up on the deck of the USS Missouri in Tokyo Bay and, in his formal diplomatic attire, stood across from Douglas MacArthur. He offered what the British call a kowtow. It’s not a complete bow, but it is a lowering of the head and body. Conflicts don’t end like that now. They end up with murky lines of demarcation that require diplomacy and economic efforts.

So, I think that, for the Americans coming out of Afghanistan and Iraq, and now dealing with Iran, the policing role is not necessarily a successful global strategy. We’ve got to get back to the broader question of how we maintain strategic dialogue. How do we maintain critical alliances? How do we talk to each other when we agree, and how do we talk to each other when we disagree?

History is full of surprises. What holds China back right now is the one-child policy. The assumption in the West was that China would become the largest consumer economy in the world and therefore come to dominate everything. Well, it turns out that, with the one-child policy, there aren’t enough consumers, let alone enough young people to join the Army and Navy of the People’s Republic of China. So, history has a way of introducing its own surprises. And that’s where we are right now.

But can Americans lead again in a constructive way after 2028? That is one of the big questions that hangs over American politics, our transatlantic dialogue, and the role of America and the West in the world.

On April 20, 2026, the ECPS, in collaboration with the Center for American Progress (CAP), convened a closed expert roundtable in Washington, D.C., to examine the evolving nexus between populism and transatlantic relations.

ECPS Roundtable in Washington Examines Populism’s Impact on Transatlantic Relations

A high-level roundtable convened by the European Center for Populism Studies (ECPS) at the Center for American Progress (CAP) on April 20, 2026, brought together leading scholars and policy experts to examine how populism is reshaping transatlantic relations. Held under the Chatham House Rule, the discussion highlighted growing concerns over declining trust, institutional erosion, and the shift toward more transactional and unpredictable forms of diplomacy. Participants emphasized that populism operates less as a coherent ideology than as a governing style marked by rule-breaking and strategic uncertainty, with far-reaching consequences for global cooperation. The exchange pointed to an evolving transatlantic partnership—more selective, fragile, and contingent—while underscoring the need for renewed democratic coordination, institutional resilience, and sustained engagement beyond government channels.

Reported by ECPS Staff

On April 20, 2026, the European Center for Populism Studies (ECPS), in collaboration with the Center for American Progress (CAP), convened a closed expert roundtable in Washington, D.C., to examine the evolving nexus between populism and transatlantic relations. Bringing together a select group of scholars, policy analysts, and practitioners, the discussion focused on how contemporary political transformations—particularly the resurgence of populist leadership in the United States—are reshaping the strategic, institutional, and normative foundations of the transatlantic partnership. 

Building on ECPS’s prior engagements in European policy circles, the Washington meeting shifted analytical attention toward the United States as a central agenda-setter in transatlantic relations. The discussion was structured around three thematic blocks: (1) US strategic reorientation, (2) populism and commitment to liberal democracy, and (3) pathways to re-engagement. 

Framing the Discussion: A Relationship at a Turning Point

The roundtable opened with reflections on the ECPS report, which framed the current moment as a potential turning point in transatlantic relations. Participants broadly agreed that the relationship is undergoing a qualitative transformation, characterized by declining trust, shifting strategic priorities, and growing uncertainty about the durability of shared norms.

A central theme emerging from the introductory presentations was the distinction between structural and contingent explanations. While some developments—such as the US pivot to the Indo-Pacific and the relative rise of other global powers—reflect long-term structural changes, others appear closely tied to the political agency of contemporary populist leadership. 

The discussion underscored that these dynamics are not mutually exclusive. Instead, structural pressures and political contingencies interact in ways that amplify uncertainty. In particular, the return of a populist administration in the United States has accelerated tendencies toward unilateralism, transactional diplomacy, and skepticism toward multilateral institutions.

Participants noted that, unlike earlier periods of tension, current disruptions are compounded by a deeper erosion of trust. European actors increasingly perceive the transatlantic relationship as subject to abrupt shifts across electoral cycles, undermining its reliability as a strategic anchor.

Populism as Political Agency: Rule-Breaking and Uncertainty

A key analytical contribution of the discussion concerned the conceptualization of populism. Rather than treating populism as a coherent ideology, participants emphasized its manifestation through political agency—specifically, the capacity of populist leaders to disrupt established norms and institutional constraints.

In this regard, populism was associated with a distinctive governing style characterized by rule-breaking behavior and the strategic use of uncertainty. As one participant argued, populist leaders often derive power from their willingness to challenge established rules, thereby reshaping the expectations that underpin international cooperation. 

This dynamic has profound implications for the transatlantic system. The postwar order was built on a rules-based framework that enabled long-term planning, reduced transaction costs, and facilitated stable cooperation. When key actors repeatedly violate or reinterpret these rules, the system’s self-correcting mechanisms begin to erode.

Participants highlighted the cascading effects of such behavior. Even when most actors continue to adhere to established norms, the actions of rule-breaking leaders can disrupt dispute-resolution mechanisms, fragment global value chains, and generate systemic instability. 

This perspective shifts attention from populism as rhetoric to populism as practice—an approach that foregrounds the operational consequences of leadership choices in shaping international relations.

Trade, Institutions, and the Erosion of Multilateralism

The discussion devoted significant attention to the impact of populist governance on international economic and institutional frameworks. In the domain of trade, participants noted that recent policy shifts—particularly the imposition of unpredictable tariffs—have undermined the predictability essential to global commerce.

These developments reflect a broader move toward transactionalism, in which economic relations are subordinated to short-term political objectives. While the majority of international trade continues to follow established rules, the weakening of dispute-resolution mechanisms has diminished the system’s capacity to manage conflicts effectively. 

A parallel erosion was observed in multilateral institutions. Participants emphasized that these institutions depend not only on formal rules but also on the willingness of major powers to support and sustain them. When leading actors withdraw resources or disengage from cooperative frameworks, institutional effectiveness declines.

Examples discussed included the consequences of reduced US participation in global governance structures, which can create funding gaps, disrupt information-sharing networks, and weaken collective problem-solving capacities. 

Importantly, participants noted that the current crisis of multilateralism is not solely the result of populist leadership. It also reflects longstanding concerns about representation and legitimacy within global institutions. Populist actors have capitalized on these grievances, framing institutional disengagement as a defense of national sovereignty.

Strategic Reorientation: Competition, Cooperation, and Fragmentation

The first thematic block of the discussion addressed the strategic dimension of transatlantic relations. Participants debated whether recent shifts represent a temporary deviation or a more durable realignment.

Several contributors argued that the United States is undergoing a strategic reorientation driven by both domestic politics and global competition. The increasing emphasis on the Indo-Pacific, coupled with a more transactional approach to alliances, suggests a recalibration of priorities that may persist beyond any single administration. 

At the same time, the discussion highlighted the risks of fragmentation. As global value chains are reconfigured to enhance resilience and reduce dependency, they may become less compatible across regions. This process could lead to a form of “competitive strategic autonomy,” in which major actors develop parallel economic systems with limited interoperability.

For Europe, this presents a complex challenge. On one hand, there is a growing recognition of the need to reduce reliance on the United States and to enhance strategic autonomy. On the other hand, the transatlantic relationship remains a critical pillar of security and economic cooperation.

Participants suggested that the most plausible scenario is neither full decoupling nor a return to previous levels of integration, but rather a narrower and more selective partnership. 

Populism and Liberal Democracy: Normative Divergence

The second thematic block focused on the normative dimension of transatlantic relations, particularly the status of shared democratic values. Participants expressed concern that populist politics are contributing to a divergence in commitments to liberal democratic principles.

Key tensions identified included the relationship between geopolitics and democracy promotion, the credibility of values-based foreign policy, and the role of non-state actors in sustaining democratic norms. 

One line of argument emphasized that populist leaders often frame international institutions as constraints on national sovereignty, thereby weakening support for multilateral cooperation. Another perspective highlighted the internal contradictions of populist governance, noting that nationalist policies can lead to conflicts even among ideologically aligned actors.

The discussion also explored the potential for an alternative conception of transatlantic relations grounded in civilizational or cultural affinities rather than universalist values. While such narratives may resonate with certain political constituencies, participants questioned their viability as a basis for stable cooperation.

At the same time, the discussion acknowledged that populism is not inherently antithetical to democracy. Some participants emphasized its roots in legitimate grievances, including perceptions of inequality, corruption, and elite unresponsiveness. This perspective suggests that addressing the underlying drivers of populism is essential for restoring democratic legitimacy.

Pathways to Re-Engagement: Actors and Strategies

The final thematic block examined potential pathways for stabilizing and renewing transatlantic relations. Participants identified a range of actors and mechanisms that could mitigate political volatility and sustain cooperation.

At the governmental level, there was recognition of the need for pragmatic engagement across political divides. While ideological differences may limit the scope of cooperation, targeted initiatives in areas of mutual interest—such as security, trade, and technology—could provide a basis for continued collaboration.

Civil society and academic networks were highlighted as particularly important buffers against political disruption. Universities, think tanks, and research collaborations play a crucial role in maintaining dialogue, generating knowledge, and fostering mutual understanding.

Policy networks and economic stakeholders were also identified as key actors. Business communities, advocacy groups, and transnational partnerships can help sustain cooperation by emphasizing shared interests and interdependencies.

Participants emphasized that these actors are not substitutes for governmental engagement but rather complementary forces that can enhance resilience and adaptability.

Policy Reflections: Toward a More Resilient Partnership

In the concluding segment, participants were invited to propose concrete steps for improving transatlantic relations over the next two to three years. 

Several recurring themes emerged:

Rebuilding Trust: Restoring predictability in policy and communication was identified as a critical priority. This includes strengthening institutional mechanisms that can endure political transitions.

Enhancing Strategic Autonomy: European actors should continue to develop independent capabilities while maintaining cooperation with the United States.

Reforming Multilateral Institutions: Addressing concerns about representation and effectiveness could help restore confidence in global governance frameworks.

Investing in Non-State Networks: Expanding collaboration among civil society, academia, and the private sector can provide stability in times of political uncertainty.

Addressing Domestic Drivers of Populism: Tackling inequality, corruption, and governance deficits is essential for mitigating the appeal of populist narratives.

Conclusion

The ECPS roundtable provided a multidimensional assessment of the challenges facing transatlantic relations in an era of populist resurgence. While the discussion highlighted significant risks—including institutional erosion, normative divergence, and strategic fragmentation—it also identified opportunities for adaptation and renewal.

A central conclusion of the meeting is that the transatlantic relationship is unlikely to return to its previous form. Instead, it is evolving into a more contingent and selective partnership shaped by both structural transformations and political agency.

At the same time, the discussion underscored the enduring importance of shared interests and values. Even as these foundations are contested, they continue to provide a basis for cooperation and resilience.

Ultimately, the future of transatlantic relations will depend not only on the actions of governments but also on the capacity of societies to sustain democratic norms, foster inclusive growth, and engage constructively across borders. In this sense, the challenge is not merely to defend existing institutions but to reimagine them in ways that reflect the complexities of a changing world.

The roundtable thus reaffirmed the need for sustained dialogue, critical reflection, and collaborative action, and essential ingredients for navigating the uncertain terrain of contemporary global politics.

Iran & US.

The Ongoing War Between Iran, the US, and Israel: A Brief Analytical Assessment

This commentary by Professor Majid Bozorgmehri situates the 2026 confrontation within a broader matrix of regional rivalry, nuclear deterrence, and asymmetric warfare. He argues that the conflict reflects not an isolated escalation but the deepening of a long-standing security dilemma, driven by both material power asymmetries and ideational forces. Drawing on a synthesis of realism and constructivism, Professor Bozorgmehri demonstrates how strategic calculation, identity, and normative commitments interact in shaping state behavior. As the war expands across multiple domains—from proxy networks to maritime chokepoints—it highlights the limits of conventional military superiority and points toward a likely trajectory of managed escalation, coercive diplomacy, and negotiated equilibrium.

By Majid Bozorgmehri*

The ongoing war involving Iran, the United States, and Israel in 2026 can be interpreted as a complex interstate conflict situated within a broader matrix of regional rivalry, nuclear deterrence concerns, and asymmetric warfare dynamics. Rather than constituting an isolated confrontation, the war reflects an intensification of long-standing geopolitical tensions in the Middle East, generating wide-ranging humanitarian, economic, infrastructural, political, and environmental consequences. For Iran, which has already experienced prolonged exposure to international sanctions, economic stagnation, and domestic socio-political pressures, the war has exacerbated existing structural vulnerabilities while introducing new dimensions of humanitarian strain and systemic instability (Akhigbodemhe & Azubuike, 2025: 300). At the same time, this confrontation appears to be entering a qualitatively new phase with the potential to reshape the regional geopolitical order (Alobeid, 2025: 8).

From the standpoint of international relations theory, and particularly within the framework of structural realism, the conflict can be conceptualized as a manifestation of the security dilemma, whereby defensive measures undertaken by one actor are interpreted as offensive threats by others, thereby producing a self-reinforcing cycle of escalation (Waltz, 1979; Jervis, 1978; Baltaci, 2022: 2241). However, a single theoretical lens is insufficient to fully explain the dynamics of this war. A more comprehensive analytical framework emerges from the integration of realism and constructivism, as proposed in the concept of “realist constructivism” (Barkin, 2003: 338). Within this hybrid framework, the policies of the United States and Israel can be interpreted primarily through realist assumptions emphasizing power, security, and strategic calculation, whereas Iran’s behavior reflects a stronger influence of ideational factors, including identity, revolutionary ideology, and normative commitments. This theoretical synthesis enables a more nuanced understanding of how material power and normative structures interact in shaping state behavior.

Historically, the strategic rivalry between Israel and Iran has evolved over several decades, particularly since the late 1990s, into a multidimensional confrontation encompassing direct and indirect forms of conflict. Iran has consistently supported a network of non-state actors positioned along Israel’s periphery, while Israel has responded through a combination of military deterrence, intelligence operations, and targeted strikes aimed at constraining Iran’s regional influence (Dryden, 2023: 84; Tanios, 2020). The escalation observed in 2026, including coordinated military actions by the United States and Israel against Iranian nuclear and military infrastructure, represents the culmination of these long-term antagonisms. Such actions have been interpreted by analysts as preventive or preemptive strategies designed to limit Iran’s nuclear capabilities and weaken its deterrence posture.

The military balance within this conflict is characterized by a pronounced asymmetry. The United States and Israel possess significant advantages in terms of conventional military capabilities, including advanced airpower, intelligence systems, and precision-strike technologies. In contrast, Iran has developed an asymmetric warfare doctrine intended to mitigate these disadvantages. This doctrine relies on ballistic missile systems, unmanned aerial vehicles, and decentralized proxy networks capable of operating across multiple theaters (Cordesman, 2007). Furthermore, Israel has intensified its military activities in Syria and expanded covert security cooperation with several Arab states, particularly in response to perceived Iranian entrenchment in the region (Furlan, 2022: 178). Consequently, the conflict cannot be reduced to a simple balance-of-power equation but should instead be understood as a confrontation between divergent strategic paradigms.

The persistence of Iran’s retaliatory capabilities despite sustained military pressure underscores a central finding in strategic studies: the superiority of conventional force does not necessarily guarantee decisive political outcomes when confronting a resilient and adaptive adversary (Arreguín-Toft, 2005). In this regard, the conflict demonstrates key features of hybrid warfare, combining direct interstate confrontation with proxy engagements, cyber operations, and economic coercion. Iranian-aligned groups operating across the Middle East and extending in some cases toward the Red Sea and parts of Eastern Africa, have contributed to broadening the geographical scope of the conflict (Bazoobandi & Talebian, 2023). This expansion complicates the strategic environment for both the United States and Israel, increasing the likelihood of miscalculation and unintended escalation (Byman, 2018).

One of the most critical dimensions of this escalation concerns maritime security, particularly in relation to the Strait of Hormuz, through which approximately one-fifth (20.9 %) of global oil supply transits (U.S. Energy Information Administration, 2026). Any disruption in this chokepoint would have profound implications for the global economy, potentially triggering inflationary shocks, financial instability, and broader systemic risks (World Bank, 2025: 81–82). Additionally, the strategic positioning of external powers such as Russia and China suggests that their policies toward the conflict are likely to be shaped by broader geopolitical calculations, which may not fully align with Iranian expectations (Rasanah, 2024: 4).

Despite the scale and intensity of military operations, several structural constraints limit the likelihood of a decisive outcome. Iran’s territorial size, population base, and institutional resilience render the prospect of externally imposed regime change highly uncertain without large-scale ground operations. Historical precedents, including the interventions in Iraq and Libya, have demonstrated the risks associated with state collapse and regional fragmentation. In the Iranian context, such a scenario could invite intervention by neighboring powers—including Turkey, Pakistan, and Gulf states—while also potentially intensifying subnational movements, such as Kurdish aspirations for autonomy or independence. These risks significantly raise the potential costs of escalation for external actors.

At the same time, the United States faces considerable constraints related to resource allocation, domestic political considerations, and strategic prioritization, all of which reduce its willingness to engage in a prolonged and large-scale military campaign. Israel, despite its advanced military capabilities, remains constrained by its limited strategic depth and exposure to missile and drone attacks. These factors collectively suggest that the conflict is unlikely to culminate in a decisive military victory and is instead evolving toward a phase characterized by coercive diplomacy and strategic bargaining.

Recent developments in the diplomatic arena reinforce this interpretation. Indirect negotiations, temporary ceasefire arrangements, and discussions concerning limitations on Iran’s nuclear program indicate a gradual shift toward a mixed strategy that combines military pressure with diplomatic engagement (International Crisis Group, 2026). From a theoretical perspective, this transition is consistent with game-theoretic models in which rational actors seek to optimize outcomes under conditions of uncertainty while avoiding mutually destructive escalation.

A scenario-based assessment of the conflict suggests that the most probable outcome, with an estimated likelihood of approximately 45–55 percent, is a negotiated settlement involving partial de-escalation, limited restrictions on Iran’s nuclear activities, and some degree of sanctions relief. A second scenario, with a probability of approximately 25–30 percent, envisions the continuation of a low-intensity conflict characterized by intermittent military engagements and persistent proxy activity. Less probable scenarios include broader regional escalation (10–15 percent) and internal regime collapse in Iran (5–10 percent), the latter being constrained by the resilience of existing political and security structures.

Overall, the available evidence indicates that the conflict is unlikely to produce a decisive military resolution. Instead, it is more likely to evolve into a managed confrontation or a negotiated equilibrium shaped by structural constraints, strategic interdependence, and the limits of military power. Within this context, some analysts argue that the survival of a contained but adversarial Iranian posture may serve the strategic interests of the United States and its regional allies by reinforcing security dependencies among Persian Gulf states and facilitating incremental normalization between Israel and certain Arab countries. While this interpretation remains subject to debate, it highlights the broader geopolitical implications of the conflict and its potential to reshape regional alignments over the long term.


 

(*) Majid Bozorgmehri is a Professor at Imam Khomeini International University, Iran, and a Visiting Scholar at York University, Toronto, Canada.


 

References

Akhigbodemhe, E.J. & Azubuike, G.I. (2025). “A 12-day war with long-term collateral consequences: A multi-dimensional analysis of the Israel-Iran war.” IJPSG 2025; 7(9): 300-309, E-ISSN: 2664-603X DOI: https://www.doi.org/10.33545/26646021.2025.v7.i9d.694

Alobeid, A. (2025) “The Israeli Strikes on Iranian Targets and Its Geopolitical Repercussions.” Center of Strategic Studies:1-41:8 June 2025, https://www.researchgate.net/publication/393122276_ISRAEL_IRAN_WAR_AND_ITS_GLOBAL_IMPLICATIONS

Arreguín-T. I.  (2005). How the Weak Win Wars: A Theory of Asymmetric Conflict. Cambridge University Press. https://archive.org/details/howweakwinwarsth0000arre/page/n9/mode/2up

Baltacı, A. (2022). “Iran Israel Conflict: An Overview of The Situation After the Iran Islamic Revolution from The Framework of Security Theories.” International Social Sciences Studies Journal, (e-ISSN:2587- 1587) Vol:8, Issue:100; pp:2239-2245. https://www.researchgate.net/publication/362270158_Iran_Israel_Conflict_An_Overview_of_the_Situation_after_the_Iran_Islamic_Revolution_from_the_Framework_of_Security_Theories

Barkin, J. S. (2003, Sep.) “Realist Constructivism.” International Studies Review, Vol. 5, No. 3, Wiley on behalf of The International Studies Association: 325-342. https://www.jstor.org/stable/3186573

Bazoobandi, S. & Talebian, H. (2023). “The Evolvement of Iran–Israel’s Rivalry in the Red Sea and Eastern Africa,” Asian Journal of Middle Eastern and Islamic Studies,
17:4, 341-355. DOI: 10.1080/25765949.2023.2299076, https://doi.org/10.1080/25765949.2023.2299076

Byman, D. L. (2018, Jan.03). “Iran’s foreign policy weaknesses, and opportunities to exploit them.” https://www.brookings.edu/articles/irans-foreign-policy-weaknesses-and-opportunities-to-exploit-them/

Campa, K.; Rezaei, B.; Moorman ,C.; Wells, K.; Morrison N.; Grace M. & Annika G. (2026). “Iran Update Special Report, March 27, 2026. “ Analyst Notes: Data Cutoff: 2:00 PM ET, The Institute for the Study of War (ISW) and The Critical Threats Project (CTP),

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DryDen, J. (2023, Spring). “IRAN, ISRAEL, AND THE STRUGGLE FOR THE SKIES OVER THE MIDDLE EAST” ÆTHER: A JOURNAL OF STRATEGIC AIRPOWER & SPACEPOWER, VOL. 2, NO. 1, :84-95

Furlan, M. (2022). “Israeli Iranian relations: past friendship, current hostility.” Israel Affairs, 28:2, 170-183, DOI: 10.1080/13537121.2022.2041304 https://doi.org/10.1080/13537121.2022.2041304

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Donald Trump.

How Communication Style Shapes Political Trust More Than Populist Content in Domestic and International Politics

This commentary advances a critical intervention in debates on political persuasion by foregrounding original pilot research on communication and trust. Based on an online experiment with 322 UK participants, the study isolates the effects of communication style from semantic content by comparing responses to a still image, an untranslated video, and a subtitled populist message. The findings are striking: trust in political leaders is shaped more by audiovisual and paralinguistic cues—such as tone, gesture, and perceived authenticity—than by populist content itself. Notably, participants reported higher trust when exposed to communication they could not understand than when presented with translated political messaging. These results challenge conventional assumptions about persuasion and highlight the central role of communication form in shaping political judgement.

By Ihsan Yilmaz*, Ana-Maria Bliuc**, Tetsuro Kobayashi*** & John Betts****

Public debate often assumes persuasion comes from ideology, populist rhetoric, or misinformation. When people worry about political manipulation, propaganda, or foreign interference, they usually focus on what is being said. Is a message false? Is it extremist? Is it conspiratorial? Is it anti-democratic?

Those questions matter. But they do not capture the full problem.

Political influence may depend as much on how messages are communicated as on what they say. In the digital attention economy, communication format, emotional cues, and presentation style shape political judgement. Citizens do not encounter political communication as detached analysts. They encounter it as viewers, listeners, social media users, and members of social groups, responding not only to claims and arguments but also to tone, confidence, visual presence, rhythm, repetition, and emotional force. Research has shown that falsehood spreads rapidly online, that emotional processing can increase belief in misleading information, and that anger can heighten partisan vulnerability to political misperceptions (Vosoughi et al., 2018; Martel et al., 2020; Weeks, 2015).  

How Communication Shapes Trust Beyond Content

That matters not only for domestic politics but also for international politics. Strategic narratives research in IR has long argued that actors exercise power by shaping stories about who “we” are, what kind of crisis we face, and what political future is possible (Freedman, 2006; Miskimmon et al., 2013). Sharp power research has shown that authoritarian influence often works not through open persuasion alone but through manipulative, coercive, and opaque forms of projection that distort democratic information environments (Walker, 2018; Nye, 2018; Pinto, 2023). And scholarship on emotions in world politics has demonstrated that fear, resentment, nostalgia, pride, and humiliation are not peripheral to politics. They are part of how power works, both domestically and internationally (Hutchison & Bleiker, 2014; Valentino et al., 2011; Van Rythoven, 2021).  

If this is right, then the key issue is not only whether citizens encounter false claims. It is how political messages are delivered, processed, remembered, and made to feel credible. That is where our pilot research becomes important.

Our pilot study, which serves as the basis for this commentary, examines how a political leader’s communication style shapes trust. In an online experiment, participants (322 UK residents) were exposed to three versions of the same political message, varying in communication richness: a still image of a (Romanian) political leader taken from a video (control condition), the video in Romanian without translation, and a subtitled version containing populist content. The aim was to disentangle the effects of visual and paralinguistic cues—such as tone, gestures, facial expressions, and emotional cadence—from those of semantic content. Put simply, the study asks whether people respond more to how a leader communicates than to what the leader actually says. It measures perceptions of the leader’s credibility, trustworthiness, appeal, and emotional impact, alongside relevant moderating variables.

Media Modality, Memory, and the Construction of Trust

The result is striking. Communication condition significantly affects trust in the candidate. Video with content but no meaning produces the highest trust, while the static picture produces the lowest. Trust in the leader is also higher when people are exposed to communication only (foreign language), compared to when they are exposed to the translated message. Just as importantly, perceptions of populism do not mediate trust in the speaker. Instead, trust appears to be shaped more by delivery cues—such as tone, credibility, authenticity, and leader appeal—than by populist framing alone.

This should make us stop and think.

A dynamic audiovisual performance can make a political figure appear stronger, more sincere, more persuasive, or more leader-like even when audiences cannot understand the words being spoken. A still image, by contrast, strips away much of what creates immediacy and emotional connection. This does not mean content is irrelevant. It means content is not the whole story. Political trust may be built through cues that sit alongside semantic meaning and sometimes outrun it.

The significance of this finding becomes even clearer when placed beside Kobayashi’s broader work on modality, memory, and political processing. The basic point is simple but important: people do not process text, still images, and video in the same way. Different media formats shape attention differently. They influence what is encoded, what is remembered, and what lingers as a political impression. Visual and multimedia formats can strengthen memory and recall, even when the content itself is weak, misleading, or only partly understood. This means that persuasion is not only about the literal content of a message. It is also about how the message enters cognition and what remains afterward.

That insight matters in domestic politics because democratic contestation now unfolds across short-form video, reels, clips, speeches, memes, livestreams, and highly personalized feeds. In such settings, communication style is not a surface feature. It becomes part of the mechanism through which trust is built. A leader who appears authentic may be granted credibility beyond the evidence. A speaker who appears forceful may seem persuasive even when the argument is thin. A compelling audiovisual fragment may leave a stronger impression than a detailed correction delivered later as plain text. Recent work also shows that democratic publics can become receptive to illiberal narratives under certain conditions, including aversion to protest and responsiveness to authoritarian framing (Kobayashi, Toriumi & Yoshida 2025; Kobayashi et al. 2025). 

Strategic Narratives, Emotion, and the Transnational Politics of Influence

But this also matters for foreign policy and IR. Contemporary influence campaigns do not simply try to convince publics through formal argument. They work through strategic narratives, emotional resonance, symbolic performance, and technologically amplified circulation. States and state-aligned actors increasingly compete not only over territory, institutions, or material resources, but also over meaning, perception, and legitimacy. Public diplomacy, strategic communication, soft power, sharp power, and digital authoritarian influence all operate in this wider environment of mediated political judgement (Miskimmon et al., 2013; Walker, 2018; Nye, 2018; Roberts & Oosterom, 2025; NED, 2024).  

The domestic and the international are not separate spheres here. They overlap through digital platforms, diasporas, transnational narratives, and emotionally charged content that travels across borders and is then reinterpreted in local settings. IR scholars have long argued that ideas, norms, and frames do not simply move intact from one place to another. They are localized, contested, adapted, and selectively internalized (Acharya, 2004; Wiener, 2008). That matters enormously today. A communication style that builds trust at home can also be effective abroad. A leader’s visual authenticity, emotional cadence, and symbolic performance can travel transnationally through clips, commentary networks, subtitled fragments, and influencer ecosystems. Narratives that appear domestic can be amplified internationally; narratives projected from abroad can be domesticated by local actors.

This is one reason why the distinction between domestic polarization and foreign influence is often less clear than policymakers assume. Influence is not just broadcast. It is processed through emotion, identity, memory, and media form. That is also why our broader scholarship has focused on how digital politics, civilizational narratives, and sharp-power dynamics travel through both domestic and transnational channels. Yilmaz and Morieson have shown how civilizational narratives are politically mobilized through crisis, victimhood, moral hierarchy, and claims of threatened identity (Yilmaz & Morieson, 2023; Yilmaz & Morieson 2025). Yilmaz and Shakil have shown that soft and sharp power do not circulate as neutral content but are received through affect, identification, and local meaning-making (Yilmaz & Shakil, 2025). Yilmaz, Bliuc, Betts, and Morieson (2025) have argued that foreign interference can remain hidden in plain sight when it works through sharp power rather than obvious coercion.  

The same is true of the work by Bliuc and Betts on online communities, identity, cohesion, and polarization. Bliuc and colleagues have shown how online communities intensify collective identity, emotional alignment, and hostility under certain socio-political conditions (Bliuc et al., 2019; Bliuc et al., 2020; Bliuc, Smith, and Moynihan 2020). Betts and Bliuc have shown how influencers can shape polarization dynamics, and later work by Betts, Bliuc, and Courtney extends this to charismatic digital actors (Betts & Bliuc 2022; Betts et al., 2025). Taken together, this body of scholarship suggests that political persuasion operates through social context, emotional cues, memory, and communication form, not simply ideological content.  

Rethinking Persuasion: Trust, Media Form, and Democratic Resilience in the Digital Age

That is why the pilot matters for IR as much as for political psychology. It offers a small but important piece of evidence about a much larger problem: how trust is manufactured in mediated politics. If citizens can form more trusting evaluations of a political figure from audiovisual performance even when they do not understand the message itself, then we need to rethink what persuasion means in a digital and internationalized public sphere.

The implications are significant.

First, media literacy needs to move beyond the simple binary of true versus false. Citizens need tools to ask harder questions: Why does this message feel persuasive? Why does this speaker seem credible? What role is tone playing in my judgement? What is the visual format doing to my attention and memory? What impression is being created before I have even evaluated the substance of the claim?

Second, policymakers need to treat communication form as a matter of democratic resilience and national security, not merely as a media issue. If audiovisual style can shape trust independently of content, then strategies to counter misinformation and foreign interference cannot focus only on debunking claims after the fact. They must also address the affective and cognitive mechanisms through which trust is built in the first place. This is particularly relevant in democracies facing sustained information pressure from domestic polarization, transnational propaganda, and digitally enabled authoritarian influence. Democratic resilience is not only about institutional robustness. It is also about how citizens process and evaluate political communication under conditions of emotional and informational strain (Lieberman et al., 2021).  

Third, IR needs to take communication psychology more seriously. Strategic narratives are not only elite texts. They are delivered through media systems, performances, visual formats, emotional triggers, and infrastructures of circulation. Sharp power does not only manipulate facts; it manipulates the conditions under which facts are judged, remembered, and trusted. Foreign policy analysis, therefore, needs to pay closer attention to modality, cognition, affect, and platformed attention. A narrative that fails as a written claim may succeed as a clip. A weak argument may become potent when fused with charisma, symbolism, and repetition. In an age of generative AI, synthetic media, and personalized feeds, these questions will only grow more urgent (NED, 2024; Roberts & Oosterom, 2025).  

Conclusion: Hidden in Plain Sight

To support democratic resilience, countering disinformation requires more than factchecking. Democracies must address how political messages influence cognition and emotion. Research priorities should include identifying communication formats that increase susceptibility, understanding how trust is shaped by nonverbal and audiovisual cues, and designing interventions that strengthen public resilience without drifting into censorship or paternalism. That is not only a domestic challenge. It is also a foreign policy challenge, because contemporary influence operations work precisely by blurring the line between internal debate and external manipulation.

The key question is no longer simply, “What messages are citizens exposed to?” It is, “How are those messages delivered and processed?”

If we fail to ask that question, we will continue to underestimate how persuasion works in contemporary politics. And if we continue to treat manipulation only as a problem of obvious lies, we will miss the subtler but often more effective techniques that shape trust, memory, and judgement in plain sight.


 

Funding: This work was supported by the Australian Research Council [ARC] under Discovery Grant [DP220100829], Religious Populism, Emotions and Political Mobilisation and ARC [DP230100257] Civilisationist Mobilisation, Digital Technologies and Social Cohesion.


 

(*) Professor Ihsan Yilmaz is Research Professor of Political Science and International Relations, Research Chair in Islamic Studies and Intercultural Dialogue, and Deputy Director at the Deakin Institute for Citizenship and Globalization, Deakin University, Australia. He is a leading scholar of authoritarianism, civilizational populism, digital authoritarianism, political Islam, and transnationalism. His recent research examines the diffusion of authoritarian practices, the weaponization of civilizational narratives, and the emotional and cognitive effects of disinformation in democratic and hybrid regimes.  

(**) Dr. Ana-Maria Bliuc is an Associate Professor of Social and Political Psychology in the School of Humanities, Social Sciences and Law at the University of Dundee. She joined Dundee in 2019 after holding academic positions at Western Sydney University, Monash University, and the University of Sydney. Her research examines the role of social identity in shaping behavior across health, environmental, and socio-political contexts, including collective action, social change, and political polarization. More recently, her work has focused on online communities and digital environments, investigating how collective identities and behaviors are formed, sustained, and transformed through online interaction. 

(***) Dr. John Betts is a Senior Lecturer in the Faculty of Information Technology at Monash University, Australia. He specializes in computational modelling, optimization, simulation, and data science, with applications across the social sciences, health, and industry. His research focuses on understanding complex systems, variability, and resource allocation, and he has contributed to interdisciplinary work on political polarization, online behavior, and agent-based modelling, alongside projects in areas such as medicine and manufacturing.  

(****) Dr. Tetsuro Kobayashi is a Professor in the School of Political Science and Economics at Waseda University, Japan. He holds a PhD in Social Psychology from the University of Tokyo. Before joining Waseda University in 2023, he held academic positions at the National Institute of Informatics and City University of Hong Kong and was also a visiting researcher at Stanford University. His research lies at the intersection of political communication, political psychology, and public opinion, with a particular focus on how media environments shape political attitudes and behavior. His work has been published widely in leading journals across political science, communication, and psychology.  


 

References

Acharya, A. (2004). “How Ideas Spread: Whose Norms Matter? Norm Localization and Institutional Change in Asian Regionalism.” International Organization. 58(2): 239–275.

Betts, B. and A.-M. Bliuc. (2022). “The Effect of Influencers on Societal Polarization.” Proceedings of the Winter Simulation Conference.

Betts, J. M.; A.-M. Bliuc and D. S. Courtney. (2025). “The Effect of Charismatic Influencers on Polarization Online: An Agent-Based Modeling Approach.” Technology in Society.

Bliuc, A.-M.; J. Betts; M. Vergani; M. Iqbal and K. Dunn. (2019). “Collective Identity Changes in Far-Right Online Communities: The Role of Offline Intergroup Conflict.” New Media & Society, 21(8): 1770–1786.

Bliuc, A.-M.; J. M. Betts; N. Faulkner; M. Vergani; R. J. Chow; M. Iqbal and D. Best. (2020). “The Effects of Local Socio-Political Events on Group Cohesion in Online Far-Right Communities.” PLOS ONE, 15(3): e0230302.

Bliuc, A-M.; L. G. E. Smith and T. Moynihan. (2020). “‘You Wouldn’t Celebrate September 11’: Testing Online Polarisation Between Opposing Ideological Camps on YouTube.” Group Processes & Intergroup Relations, 23(6): 827–844.

Freedman, L. (2006). The Transformation of Strategic Affairs. London: Routledge.

Hutchison, E. and R. Bleiker. (2014). “Theorizing Emotions in World Politics.” International Theory, 6(3): 491–514.

Kobayashi, T.; F. Toriumi and M. Yoshida. (2025). “Cross-Ideological Acceptance of the Illiberal Narrative of the 2019 Hong Kong Protests in Japan: Aversion to Protests as a Key Facilitator.” Chinese Journal of Communication.

Kobayashi, T.; Y. Zhou; L. Seki and A. Miura. (2025). “Autocracies Win the Minds of the Democratic Public: How Japanese Citizens Are Persuaded by Illiberal Narratives Propagated by Authoritarian Regimes.” Democratization. 32(6): 1474–1495.

Lieberman, R. C.; S. Mettler and K. M. Roberts, eds. (2021). Democratic Resilience: Can the United States Withstand Rising Polarization? Cambridge: Cambridge University Press.

Martel, C., G. Pennycook and D. G. Rand. (2020). “Reliance on Emotion Promotes Belief in Fake News.” Cognitive Research: Principles and Implications, 5(1): 47.

Miskimmon, A.; B. O’Loughlin and L. Roselle. (2013). Strategic Narratives: Communication Power and the New World Order. New York: Routledge.

National Endowment for Democracy (NED). (2024). Manufacturing Deceit: How Generative AI Supercharges Information Manipulation.

Nye, J. S. Jr. (2018). “How Sharp Power Threatens Soft Power.” Foreign Affairs, January 24.

Pinto, J. F. (2023). “Populist Sharp Power: How the World Entered in a New Cold War.” In: Politics Between Nations.Cham: Springer.

Roberts, T. and M. Oosterom. (2025). “Digital Authoritarianism: A Systematic Literature Review.” Information Technology for Development, 31(4): 860–884.

Valentino, N. A.; T. A. Brader; E. W. Groenendyk; K. Gregorowicz and V. L. Hutchings. (2011). “Election Night’s Alright for Fighting: The Role of Emotions in Political Participation.” Journal of Politics, 73(1): 156–170.

Van Rythoven, E. (2021). “A Feeling of Unease: Diasporas, Emotions, and Security.” International Political Sociology, 15(2): 187–204.

Vosoughi, S.; D. Roy and S. Aral. (2018). “The Spread of True and False News Online.” Science, 359(6380): 1146–1151.

Walker, C. (2018). “What Is ‘Sharp Power’?” Journal of Democracy, 29(3): 9–23.

Weeks, B. E. (2015). “Emotions, Partisanship, and Misperceptions: How Anger and Anxiety Moderate the Effect of Partisan Bias on Susceptibility to Political Misinformation.” Journal of Communication, 65(4): 699–719.

Wiener, A. (2008). The Invisible Constitution of Politics: Contested Norms and International Encounters. Cambridge: Cambridge University Press.

Yilmaz, I.; A.-M. Bliuc; J. Betts and N. Morieson. (2025). “Foreign Interference Can Be Hidden in Plain Sight: Here’s How Countries Use ‘Sharp Power’ in Australia.” The Conversation.

Yilmaz, I. and K. Shakil. (2025). Reception of Soft and Sharp Powers: Turkey’s Civilizational Populist TV Dramas in Pakistan. Singapore: Springer.

Yilmaz, I. and N. Morieson, eds. (2023). Religions and the Global Rise of Civilizational Populism. Singapore: Springer.

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Iran, US, Israel.

Power Transition in the Middle East: The Intersection of US Global Rivalries and Israel’s Regional Ambitions

In this long ECPS commentary, Professor Ibrahim Ozturk examines the 2026 US–Israeli strikes on Iran as part of a broader transformation in global power politics rather than an isolated regional conflict. He argues that the confrontation reflects a strategic intersection of energy security, regional military dynamics, and intensifying great-power rivalry, particularly between the United States and China. The crisis surrounding the Strait of Hormuz—through which a substantial share of global oil flows—demonstrates how military escalation, energy markets, and geopolitical competition are increasingly intertwined. Professor Ozturk suggests that contemporary conflicts are being managed through strategic compartmentalization: limited escalation, selective alliances, and narrative control. In this emerging landscape, regional actors and global powers alike seek to reshape influence within a fragmented and increasingly competitive international order.

By Ibrahim Ozturk

The Israeli-US attack on Iran, at this pivotal moment, is more than just another Middle Eastern conflict or a simple prelude to a new oil shock. It should be seen as part of a broader shift in global power, in which regional conflict, energy security, and great-power rivalry are managed together rather than separately. The aim in this deliberately segmented crisis caused by the last military stand-off with Iran is (i) to weaken Iran’s nuclear and missile capabilities to bolster Israel’s regional dominance focused on security; (ii) Washington’s effort to retain strategic control over global energy flows amid rising competition with China; and (iii) in doing so, to keep the conflict politically contained—avoiding the perception of a broader clash of civilizations in the Muslim world, thus preventing them from falling under China’s influence and minimizing the reasons for China’s growing influence in the Global South.

That stance closely aligns with a recent British parliamentary report, which suggests that energy, war, diplomacy, and narrative are no longer separate policy areas. Instead, they are being strategically managed together. The result is a new power dynamic—one that shifts away from crisis management within a liberal international order and toward a more fragmented system characterized by selective coalitions, limited violence, and varying legitimacy.

Beyond Energy and Iran’s Nuclear Capacity

Without any convincing legal justification, UN resolution, or data from American institutions indicating that Iran posed an imminent threat—and launched during ongoing negotiations—these attacks resulted in the “arbitrary” killing of thousands of civilians in Iran, the massacre of schoolchildren, the arbitrary sinking of an unarmed Iranian ship returning from military exercises in India and of a Sri Lankan ship, killing hundreds of soldiers, as well as severe damage to many UNESCO-protected historical monuments in Iran. In such a context, the first and most important task is to correctly situate these attacks by the US–Israel axis.

On February 28, 2026, Israel and the US carried out coordinated strikes on Iran, targeting leadership sites, military forces, and nuclear and ballistic missile infrastructure. The immediate market response was straightforward. After the attacks, global energy markets became extremely volatile, with Brent crude soaring to a peak of $119.50 on March 9, 2026, as the closure of the Strait of Hormuz threatened 20% of global supply. This ‘panic spike’ was followed by a sharp intraday reversal, with prices sliding back toward $90.00 after US officials indicated a quick end to the military operations, ultimately leaving the market stuck in a highly volatile trading range between $85.00 and $105.00 (Figure 1). 

The strategic role of the Strait of Hormuz in the global oil supply is beyond discussion. In 2025, nearly 15 million barrels of crude oil per day and about 20 million barrels of total oil transited Hormuz, most of which headed to Asian markets rather than Europe (Figure 2). Any serious disruption, therefore, impacts not just supply but also freight, insurance, and risk premiums across the wider global economy. Therefore, the 2026 assault on Iran has clearly and rightly revived a familiar concern: that the global economy remains vulnerable to disruption at the Strait of Hormuz.

Energy Leverage and the China Factor

The energy dimension gives this compartmentalization broader strategic significance. The IEA reports that China and India together received 44 percent of the crude oil exported through Hormuz in 2025, while Europe accounted for only around 4 percent of those crude flows. The Atlantic Council similarly estimates that roughly 78 percent of Middle Eastern crude exports to China, Japan, South Korea, and Taiwan passed through the Strait in 2025. A crisis involving Iran and Hormuz is therefore not merely a Middle Eastern problem; it is also a point of pressure on Asian industrial power.

China is particularly vulnerable, though not helpless. The Oxford Institute for Energy Studies estimates that about half of China’s crude imports and roughly one-third of its LNG come from the Middle East. According to comprehensive market monitoring and tanker-tracking data, unofficial Iranian oil flows to China reached an average of approximately 1.38 million barrels per day (mb/d) in 2025 (Kpler; Vortexa). While some short-term fluctuations were observed in early 2025, the annual average remained robust, consistently exceeding the 1.3 million marks. Reuters and financial analysts report that China purchased more than 80 percent of Iran’s total shipped crude throughout the year (Reuters; Modern Diplomacy). This volume represents approximately 13.4 percent of China’s total seaborne oil imports, underscoring Iran’s critical, albeit unofficial, role in Beijing’s energy security strategy despite ongoing international sanctions (Energy Policy Research Foundation). In this context, pressure on Iran also indirectly affects a vital part of the Chinese economy. However, the strategic significance should not be overstated. The EIA indicates that China’s crude supply sources are diverse, with Russia and Saudi Arabia remaining its top suppliers in 2024, while the IEA’s Global Energy Review shows China continuing to lead global renewable capacity growth. Blocking Iranian flows can cause friction, uncertainty, and increased costs, but it is unlikely to fundamentally derail China’s rise on its own.

The situation in Venezuela aligns with this perspective. Even before the January 2026 US unilateral and unlawful military strike that led to Nicolás Maduro’s kidnapping, Venezuelan crude oil was not a key element of Chinese energy security. Reuters reported that, in the first half of 2019, China imported around 350,000 barrels of Venezuelan crude daily—about 3.5 percent of its total imports. In 2025, Reuters estimated Chinese imports from Venezuela at approximately 470,000 barrels per day, or roughly 4.5 percent of China’s seaborne crude imports. A later Reuters report stated that Venezuelan supply accounted for only about 4 percent of China’s crude imports. The message is clear: Venezuela has been a useful supplier to China due to its discounts and political convenience, but not a vital part of Chinese energy security. Disrupting one sanctioned supplier may be strategically significant; however, it is not automatically a decisive move.

There is also a broader distribution issue. An oil price spike caused by war would hurt not only Asia but also Europe. The IEA has already warned of renewed volatility in the gas market and ongoing pressure on European competitiveness, while its Electricity 2026 report notes that electricity prices for energy-intensive industries in the European Union remained roughly twice US levels in 2025. In contrast, the EIA indicates that the US has been a net petroleum exporter since 2020, and its world oil transit chokepoints analysis shows that US imports from Persian Gulf countries have decreased significantly over time. The energy situation is real and important—but in the larger power struggle, it appears as a meaningful yet still limited factor rather than a decisive tool of containment.

Despite all these facts and figures, it would be inaccurate to view the current crisis as just a repeat of the 1970s. The main issue is not only scarcity but also how conflict is framed, limited, and strategically handled. The war is better understood as a managed crisis within a larger shift in global order: force is used, but not arbitrarily; escalation is tolerated, but only to a certain extent; legitimacy is not universal but gradually built through temporary alliances and selective diplomatic efforts. In this context, energy is more than just a commodity at risk. It is a vital part of a broader strategic struggle.

Israel’s Security Dilemma and the Logic of Securitization

As R. Gilpin puts it, history suggests that moments of major power shifts or systemic transitions do not simply unsettle small and middle powers; they also redistribute opportunity. Some regional actors use great-power rivalryimperial retreat, or strategic ambiguity to rise above their original weight—as Piedmont-Sardinia did in the wake of the Crimean War, Meiji Japan under the pressure of Western encroachment, and Ibn Saud amid the collapse of Ottoman authority. Some others, for instance, misread the same fluidity and overreach, as Saddam Hussein’s Iraq did in 1990, when a bid for regional expansion triggered the first major post–Cold War crisis and ended in rapid military defeat. In this sense, periods of power transition rarely leave the regional tier untouched: they create openings for some states to rise and traps for others to collapse. Israel’s conduct in the present phase of global power transition suggests that it is trying to exploit precisely such a window—not merely reacting to uncertainty but attempting to convert it into a regional hegemonic opportunity.

As US primacy becomes more contested and the Middle East is reorganized by overlapping energy, security, and corridor politics, Israel appears to be pursuing a dual strategy of expansion through both partnership and coercion. Besides, on the side of deterrence, its aggressive stance on war also reflects Israel’s recognizable security calculation. For years, Iranian missile capabilities, proxy networks, and nuclear advances have been cast in Israeli strategic discourse as existential or near-existential threats. From that vantage point, the February 2026 campaign is intelligible even if it is not thereby rendered lawful or strategically prudent. Once a hostile regime is defined as a total strategic danger, the political threshold for extraordinary measures falls: Preemptive force, regime-degrading strikes, regional militarization, and external coalition-building become easier to justify.

That said, deepening structured cooperation with states can help establish a favorable regional order. In that context, Israel is using punitive military actions against adversaries such as Iran, Syria, Hamas, and allied armed groups to weaken hostile capabilities, restore deterrence, and expand its strategic maneuvering spaceThis suggests that Israel is acting less like a besieged small state and more like an aspiring regional poweraiming to secure regional dominance before the emerging multipolar order becomes less accommodating. This also explains why the current conflict setup is not just about immediate battlefield outcomes but about shaping the future political landscape of the Eastern Mediterranean and the broader Middle East. 

The partnership aspect of this strategy is particularly evident in the Eastern Mediterranean. Israel’s trilateral framework with Greece and Cyprus has evolved well beyond ad hoc diplomacy into a more institutionalized framework for security, maritime coordination, energy cooperation, connectivity, and technological partnership, sharply excluding Turkey. The December 2025 joint declaration explicitly linked this cooperation to natural gas development, electricity interconnectors, energy security, the Great Sea Interconnector, and the India-Middle East-Europe Economic Corridor (IMEC), The emerging axis is supported by tangible defense ties: Greece has approved the purchase of Israeli PULS rocket systems, and Reuters has reported plans to strengthen joint exercises among Greece, Israel, and Cyprus in the Eastern Mediterranean. At the same time, Egypt, Greece, and Cyprus have solidified their own trilateral format focused on maritime security, natural gas infrastructure, energy diversification, and UNCLOS-based delimitation. The broader framework connecting Egypt, Greece, Cyprus, and Israel is the East Mediterranean Gas Forum, which institutionalizes regional gas cooperation and uses energy as a tool for political unity. Collectively, these arrangements go beyond typical bilateral or trilateral diplomacy; they are forming the backbone of an emerging Eastern Mediterranean order, with Israel playing an increasingly central role.

Rising patterns show that Israel’s Mediterranean strategy is now part of a broader geo-economic vision extending from the Caspian Sea in the Caucasus-Central Asia region to India and Europe. In his February 2026 address to the Knesset, Indian Prime Minister Narendra Modi described India and Israel as sharing “ancient civilizational ties” and called for deeper cooperation through IMEC and I2U2, giving the relationship a geopolitical depth beyond transactional defense ties. This matters because Israel’s partnerships are no longer confined to immediate neighbors; they are increasingly tied to larger corridor projects, technology platforms, and Indo-Middle Eastern alignments. This relationship is anchored in the geopolitical logic of the India–Middle East–Europe Economic Corridor (IMEC), a proposed multimodal route linking India to Europe via the UAE, Saudi Arabia, Jordan, and Israel, with maritime, rail, energy, and digital components converging on Israel’s Mediterranean gateway, and again excluding Turkey. Promoted by its backers as a faster and more resilient alternative to existing routes—and widely read as part of a broader effort to balance China’s Belt and Road Initiative (BRI)—IMEC helps explain why India–Israel ties now extend beyond bilateral cooperation into the strategic architecture of an emerging Indo-Mediterranean order.

At the same time, not every actor moving closer to Israel should be labeled as part of an open pro-Israel bloc. Saudi Arabia still publicly conditionally normalizes relations on Palestinian statehood, yet its strategic interests overlap with Israel’s on issues such as containing Iran, protecting energy supplies, and maintaining a favorable regional balance. The new Syrian leadership’s revived US-mediated security talks with Israel present an even clearer example of pragmatic convergence. These are not full alliances, but they do show that Israel is operating in an environment where former or potential adversaries are increasingly involved in patterns of coordination, deconfliction, or selective accommodation. The broader point is that Israel is trying to transform multipolar disorder into a hierarchical regional order: building networks where possible, managing enemies where necessary, and using both cooperation and calibrated force to expand the sphere within which it can act as the dominant regional power.

Strategic Compartmentalization and the Avoidance of a Civilizational Trap

This is where Samuel Huntington’s Clash of Civilizations thesis becomes relevant—though not in the crude sense often invoked in moments of war. Huntington argued that post-Cold War conflicts would increasingly follow cultural and religious fault lines. Yet the emerging strategy of Washington and its regional allies is not to embrace such a clash outright, but to instrumentalize its logic selectively while containing its broader consequences. 

According to SIPRI, Israel is widely recognized to possess a nuclear arsenal. Meanwhile, the International Court of Justice has ruled that Israel’s ongoing presence in the occupied Palestinian territory is illegal, and repeated UN reports under Security Council Resolution 2334 continue to document settlement expansion. At the same time, UN humanitarian reports recorded that, by early December 2025, Gaza’s Ministry of Health reported more than 70,000 Palestinians killed, over 170,000 injured, and mass displacement on a devastating scale. Taken together, these facts make any claim that Israeli actions remain firmly within a stable zone of legal and moral legitimacy highly questionable.

Thus, the US-Israeli challenge has never been limited to threat detection alone. It has also involved managing the political fallout from their responses. From Trump’s and Netanyahu’s perspectives, the operation against Iran needed to be framed in a way that preserved as much international legitimacy as possible, even when a clear legal justification was difficult to establish. At the same time, the conflict had to be prevented from escalating into a civilizational clash that could push Muslim-majority societies toward China and expand Beijing’s strategic influence across the Global South. Here, deeper contradictions become unavoidable. 

Iran and Hamas are cast as securitized and containable threats, while Gulf monarchies and other Muslim-majority states are engaged through donor diplomacy, regime-security guarantees, and calibrated alliance management. The objective is not simply to fight an adversary, but to prevent the war from consolidating an anti-Western political identity across the broader Muslim world—especially at a moment when parts of the Global South are drifting toward more China-friendly alignments.

This is precisely where the current war differs from a simple Huntingtonian interpretation. The conflict has not been allowed to evolve into a straightforward “West versus Islam” narrative. Instead, much of the diplomatic framework has sought to confine it to a narrower Iran-Hamas security issue. The Council on Foreign Relations noted that the Board of Peace relied heavily on participation from Gulf Arabs and Central Asians, while excluding direct Palestinian political representation at the highest levels of decision-making. Conversely, the UN Human Rights Office sharply criticized this setup as incompatible with a reparative, rights-based approach to reconstruction. From an analytical perspective, however, the main point is not whether the structure is morally convincing. It is that the structure acts as a mechanism of compartmentalization: some actors are isolated as threats to be disarmed or neutralized, while others are kept within a cooperative framework of reconstruction, stabilization, and donor politics.

The regional response confirms that interpretation. In their extraordinary GCC-EU joint statement, Gulf and European ministers condemned Iran’s attacks on GCC states, emphasized that GCC territories had not been used to launch attacks against Iran, invoked self-defense, and highlighted the importance of protecting maritime routes, supply chains, and energy market stability. Meanwhile, Carnegie noted that Gulf monarchies are caught between Iranian escalation and US recklessness, with their main focus on preserving fragile economic and security systems. This is not the language of a unified civilizational bloc; it is the language of regime survival. Nor did the broader Muslim political field unify into a single anti-Western Front. The OIC’s condemnation of Israeli attacks on Iran coexists with muted and ambivalent official Gulf reactions, while AP reporting emphasized elite anger at the US for exposing Gulf states to retaliation without sufficient warning or protection. As a European Council joint statement states, what emerged was fragmentation rather than bloc unity—and that fragmentation was not accidental but part of the crisis’s strategic outcome.

As a conclusion to this part, Gulf monarchies are neither full participants in an anti-Iran crusade nor members of an anti-Western camp. They are defensive actors seeking to preserve commercial credibility, domestic order, and external security amid a war they did not want. That posture is inherently compartmentalizing. It seeks to prevent regional collapse without fully endorsing the strategic logic that produced the crisis in the first place.

Washington’s Domestic Politics and the Uses of External Crisis

The domestic American context also matters, although it should be approached with analytical caution. While the operational details of the strike on Iran are often examined solely from a kinetic perspective, the decision-making process cannot be separated from the Trump administration’s increasing domestic vulnerabilities. The kinetic action serves as the ultimate “escape forward,” where the smoke of external conflict hides the fire of internal issues. Notably, two factors—the recently disclosed Epstein Scandal and the motivations of Trump’s eschatological cabinet—are significant. 

DOJ/FBI memorandum issued in July 2025 stated that investigators found no evidence of a Jeffrey Epstein “client list.” However, in March 2026, the Associated Press reported that newly disclosed files—previously omitted due to an alleged coding error—contained strong allegations involving Donald Trump. While this may not directly confirm a causal link between scandal exposure and war-making, as the Department of Justice and the Federal Bureau of Investigation note, it nonetheless supports a more defensible argument: a scandal-ridden domestic environment can increase the short-term political value of external escalation by diverting scrutiny, reinforcing partisan discipline, and shifting media focus to security rather than accountability.

Beyond the tactical use of distraction, this pressure is increasingly driven by a fundamentalist-Christian elite that has gained unprecedented influence within the cabinet. The appointment of Christian-Zionist ideologues to key bureaucratic positions in the US and diplomatic roles abroad, especially in Israel and the surrounding region, shows that the administration’s foreign policies are being guided by eschatological beliefs. The recent gathering of prominent pastors to “anoint” the President for a perceived war acts as a strategic response to the Epstein disclosures. By portraying the President as a Cyrus-figure—a flawed vessel chosen for divine geopolitical realignment—this faction provides a moral cover that redefines personal scandal as part of spiritual warfare.

In this context, Epstein’s emergence as a posthumous influence agent suggests that the timing of these disclosures may be less coincidental and more coercive. Trapped between the threat of legal disgrace and the demands of his Dominionist base, the President’s move toward external escalation becomes an expected outcome of survival politics. The combination of these allegations with radical religious rhetoric shows that the administration is being pushed into a policy space where aggression is used as the main tool for maintaining domestic stability and ideological legitimacy.

Europe’s Passive Alignment with Trump’s Vision

Europe now appears less as a strategic leader and more as a sign of Western division. Although it remains an important economic player, its geopolitical influence is diminishing. It is a giant in market size, but surprisingly weak in political unity, strategic direction, and external influence. Its direct reliance on Hormuz crude is lower than Asia’s, but it remains highly vulnerable to energy price shocks, industrial setbacks, and alliance pressures. What is especially notable is that Europe has faced the recent escalation in the Middle East while transatlantic relations are already strained. A recent European Parliament study notes that since early 2025, EU-US relations have been increasingly tense over NATO, Greenland, Ukraine, trade, technology, climate, and China, indicating a deeper split in strategic visions across the Atlantic. A recent ECPS Report concurs, finding that the transatlantic relationship has reached a turning point under Trump-era right-wing populism, with erosion in security, trade, international institutions, and democratic norms. In this context, Europe faces the Iran-Israel crisis not with confidence, but amid broader geopolitical confusion. 

Yet this is exactly what reveals Europe’s muted stance on Israel. While Washington has become a source of pressure and unpredictability for Europe, the EU has struggled to develop a clear and independent position on Israel. This silence signifies more a weakness than a deliberate strategy: leadership gaps, the lack of a strong, shared perspective within the Union, and the lingering influence of Cold War-era habits of outsourcing hard security to the US. The ECPS volume is especially useful here because it views the current Atlantic crisis not as isolated turbulence but as a systemic shift that requires greater European agency and strategic independence. Europe’s relative passivity, then, should be seen not just as deference but as a sign of unpreparedness: a wealthy political bloc that has yet to turn economic influence into geopolitical power.

Conclusion

The 2026 war with Iran should be seen as more than just a regional military conflict or a temporary energy crisis. It reveals a broader shift in the global order, in which the lines between war, energy security, alliance politics, and narrative control are increasingly blurred. What is emerging isn’t a return to a stable US-centered system, nor a fully developed multipolar balance, but rather a fragmented and coercive landscape. In this environment, major powers, regional players, and smaller states seek to gain advantages through selective alliances, limited escalation, and compartmentalized crisis management. In this context, Israel has acted with unusual clarity, trying to turn global uncertainty into regional dominance through military deterrence, strategic partnerships, and corridor politics. The Gulf monarchies sit at a crucial middle ground, balancing pressure, exposure, and opportunities. Europe, on the other hand, seems less a driver of outcomes than a reflection of Western fatigue—economically significant, politically hesitant, and strategically unprepared for a world where American leadership has become both less dependable and more disruptive.

The deeper significance of this moment lies specifically here. The crisis isn’t just about Iran, or even about the immediate future of the Middle East. It’s about how power is exercised in an era when the liberal language of rules, institutions, and multilateral restraint persists but increasingly lacks the material cohesion or political authority that once sustained it. Strategic compartmentalization has become the preferred way to manage disorder: adversaries are securitized and targeted, partners are reassured and selectively brought in, and broader civilizational escalation is contained rather than solved. This might bring temporary stability, but it does so by reinforcing a new international logic—one characterized by differentiated legitimacy, asymmetrical coercion, and declining normative consistency. The real lesson of the Iran war, then, isn’t just that energy geopolitics has returned, but that it now functions within a more severe and openly hierarchical struggle over who will shape the regional and global order to come.


 

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Professor Peter W. Klein.

Prof. Klein: Political Transformation in Iran May Come, but Not in the Way the West Expects

Professor Peter W. Klein offers a historically grounded warning against simplistic regime-change narratives in Iran. In this ECPS interview, the Emmy Award–winning investigative journalist and University of British Columbia professor argues that political transformation in Iran may occur, but not in ways the West expects. Drawing on cases such as Hungary in 1956, the Bay of Pigs, Iraq, and Afghanistan, Professor Klein shows how external encouragement of uprising without sustained commitment can produce abandonment, repression, and long-term instability. He stresses that Iran’s history with the United States, the entrenched role of the IRGC, and the country’s internal complexity make any externally driven transition deeply uncertain. At the same time, he warns that escalation could trigger wider regional blowback, making caution, historical memory, and strategic realism indispensable.

Interview by Selcuk Gultasli

Giving an interview to the European Center for Populism Studies (ECPS), Professor Peter W. Klein, an Emmy Award–winning investigative journalist, documentary filmmaker, and full professor at the School of Journalism, Writing, and Media at the University of British Columbia, offers a historically grounded and sobering assessment of regime change narratives surrounding Iran. Drawing on decades of reporting from conflict zones and his scholarship on media, power, and political transformation, Professor Klein cautions against simplistic assumptions that authoritarian systems collapse once a single leader is removed. As he puts it bluntly, the notion that eliminating one figure will transform an entire political order is deeply misguided: “Removing one leader—whether it is Khamenei or Maduro—is enough… [that] everything else will somehow fall into place. But Venezuela is not Iran.”

Professor Klein situates the current debate about Iran within a longer historical pattern in US foreign policy: Rhetorical encouragement of uprisings without sustained commitment. Reflecting on historical precedents—from the 1956 Hungarian Revolution to the Bay of Pigs invasion and the 1991 Shiite uprising in Iraq—he identifies a recurring cycle in which external actors implicitly encourage rebellion but fail to provide protection once uprisings occur. Recalling the Hungarian case, he notes that revolutionary hopes were fueled by signals from the West, yet “when the revolution happened… there was no cover.” The consequences were devastating: The uprising was crushed, and reformist leader Imre Nagy was ultimately executed. These experiences, Professor Klein argues, highlight the moral and strategic dilemmas that arise when “the words don’t match the actions.”

This historical lens also informs Professor Klein’s skepticism toward contemporary discussions of regime change in Iran. While acknowledging that dissatisfaction with the Iranian regime is real, he emphasizes the structural and historical constraints shaping political change. Iranian public attitudes toward foreign intervention remain deeply influenced by historical memory—especially the 1953 CIA-backed coup, which continues to generate suspicion toward US rhetoric about liberation and democracy. Even where domestic frustration exists, external calls for uprising may produce the opposite effect. As Professor Klein explains, “many Iranians may resist calls for regime change if those calls come directly from the United States.”

Beyond historical memory, Professor Klein underscores the institutional resilience of the Iranian state, particularly the central role of the Islamic Revolutionary Guard Corps (IRGC). Far from being an isolated security apparatus, the IRGC is deeply embedded in Iran’s political economy and social fabric. Its integration across military, economic, and political spheres makes the idea of a rapid grassroots overthrow highly improbable. In such contexts, he warns, expectations of swift democratic transition often ignore the realities of authoritarian resilience.

Professor Klein also highlights the dangers of escalation in the broader Middle East. With conflicts already unfolding across Gaza, Lebanon, and other regional arenas, miscalculation could transform localized confrontation into a wider regional war. The stakes, he warns, are immense: “The blowback from a regional conflict would be enormous… the cost of that may simply be too high.”

Ultimately, Professor Klein cautions against confident predictions about Iran’s political future. Transformation may indeed occur, but its direction remains uncertain and may not align with Western expectations. “There may be change,”he concludes, “but it may not be the kind of change that many people in the West would want.”

Here is the edited version of our interview with Professor Peter W. Klein, revised slightly to improve clarity and flow.

The Perils of Promising Liberation Without Commitment

US President Donald Trump applauds from the White House balcony during a welcoming ceremony for the Washington Nationals baseball team on the South Lawn in Washington, D.C., on November 4, 2019. Photo: Evan El-Amin.

Professor Peter Klein, thank you so much for joining our interview series. Let me start right away with the first question: In your article published by the New York Times, you invoke historical precedents—from Hungary (1956) and the Bay of Pigs (1961) to the Shiite uprising in Iraq (1991)—to illustrate the dangers of encouraging rebellion without sustained commitment. In your view, what structural patterns recur across these cases that contemporary policymakers still fail to internalize?

Professor Peter W. Klein: When I saw President Trump making more than one plea to the people of Iran, saying this is your opportunity to revolt and overthrow the regime, there wasn’t—at least as far as I could see—an explicit promise of cover and protection, but it was certainly implicit. And it just resonated for me, which is what led me to write that essay in the Times. It resonated on many levels.

Having been raised by Hungarian refugees, I knew what happened in 1956. I didn’t live through it the way my brother did, but I heard many stories—about listening to Radio Free Europe and the encouragement of revolution, and then what happened when the revolution actually occurred. There was no cover. Of course, you understand the political context. It was the height of the Cold War; the two nuclear superpowers were confronting each other. What followed 1956 was a series of conflicts—both hot and cold—between the United States and the USSR.

But the implication at the time was that if you took to the streets and took over your country, you would be protected. That obviously did not happen. Imre Nagy came in, tried to establish a new government, and the effort was crushed. Ultimately, he was executed.

It also resonated for me because of reporting I had done in Iraq. I was there shortly after the fall of Saddam Hussein and had been sent to report specifically on the Shia population. In 2003, I think for many American audiences the distinctions between Shias and Sunnis, the Baathist system, the subjugation of the majority population, and the complexities of the relationship with Iran were not widely understood.

I went there with my colleague Bob Simon and producer Tricia Doyle for CBS 60 Minutes. We were trying to find the right way to tell the story. We spoke with a number of people. At one point we interviewed the grandson of Ayatollah Khomeini, who had come to Iraq and was saying that it was good America was there. But many people in the Shia community told us he did not have much credibility. They suggested that if we really wanted to understand the mood on the street, we should go on a Friday night to the Imam Ali Mosque in the holy city of Najaf and meet a young cleric named Muqtada al-Sadr.

We met with Sadr, and he was very clear. He said, “Saddam was a small serpent; the United States is the big serpent. You should leave. We don’t want you here.” And this view was rooted in history—specifically the events of the first Gulf War in the early 1990s, when George H. W. Bush had made a very similar appeal to the Shia population, encouraging them to rise up against Saddam. The message was essentially: this is your opportunity to take over your country. And the Shia did revolt.

But they were crushed—brutally crushed. And the Americans essentially watched. They were observing from aircraft as kerosene was poured on people and they were set on fire. It was horrific violence carried out by Saddam’s forces. The pattern of abandonment and betrayal echoed again and again.

I also grew up in Miami among Cuban exiles, so I was familiar with the history of the Bay of Pigs as well. It’s a pattern that we have seen repeatedly. And that is why I thought the historical resonance was worth highlighting.

Why Removing One Leader Rarely Transforms a State

You suggest that rhetorical support for uprisings can become morally problematic when it is not matched by material backing. From an ethical and strategic standpoint, where should the line be drawn between normative support for democratic movements and irresponsible geopolitical signaling?

Professor Peter W. Klein: Powerful countries are always going to try to shape the world and manipulate it to their needs. That is realpolitik. The challenge is that sometimes the words don’t match the actions.

As we have seen in the examples I noted—and many others—I don’t think the intention was necessarily absent. When Eisenhower sent messages to Hungarians suggesting that they should stand up to the Soviet empire and implying that the United States would have their back, I don’t think Eisenhower had ill intentions. He was expressing rhetoric aligned with American policy. But it’s a little like the dog that catches the car: once the revolution actually begins, the question becomes, what are we going to do now? The reality sets in. Are we really prepared to confront another nuclear power?

The same question applies to Iran. If the Iranian people actually listened and launched a full-scale revolution in their country, it is hard to imagine what exactly would happen. Would the United States really intervene, especially after all the rhetoric that this administration is not about regime change and that regime change is not its intention? In this case, it becomes particularly relevant and important to discuss, because the Trump administration has been quite clear from the beginning that regime change is not its philosophy and that it is highly critical of that approach.

Trump has also pointed to what he considers the example of Maduro—removing a bad actor or despotic leader while leaving the broader infrastructure intact. The idea seems to be that if you remove one person, things will somehow fall back into place. But we have seen the opposite in cases like Iraq. When Saddam was removed and deep de-Baathification dismantled the entire governing infrastructure, the country effectively collapsed.

I was in Iraq recently reporting on corruption there. Corruption is so rampant that people often say something striking: Under Saddam there was one corrupt person you had to pay off, but now there are hundreds—hundreds of hands, hundreds of Saddams. People say they don’t even know how to function in the system anymore. You see half-built buildings everywhere, and the oil infrastructure is a mess. The state simply never rebuilt a functioning system to replace what had been dismantled.

Nation-building is extremely difficult to do from the outside. It’s a bit like building a ship inside a bottle—you are trying to assemble something complex from outside the structure rather than letting it develop organically.

Trump has been advancing this idea that removing one leader—whether it is Khamenei or Maduro—is enough, that eliminating one figure will somehow allow everything else to fall into place. But Venezuela is not Iran. The United States can exert influence in places like Venezuela because of economic and political ties. Iran is probably one of the least likely places where the United States can simply step in and impose that kind of outcome, regardless of removing one leader. So, the philosophy itself seems flawed.

Billboard depicting Ayatollah Sayyid Ali Hosseini Khamenei and Imam Sayyid Ruhollah Musavi Khomeini on a building wall in Tehran, Iran, April 2018. The portraits honor the founder of the Islamic Republic, Ruhollah Khomeini (Supreme Leader 1979–1989), and his successor Ali Khamenei (Supreme Leader 1989–2026), whose images frequently appear in public spaces as symbols of the regime’s ideological authority. Photo: Dreamstime.

Why Regime Change in Iran Is Unlikely to Be Imposed from Outside

Your analysis implies that regime change is rarely a spontaneous outcome of external pressure alone. Based on your research into Iran and past US interventions, what conditions would realistically be required for a regime transition in Iran to succeed without producing state collapse?

Professor Peter W. Klein: I’m not an expert on Iran by any means. I’ve reported on Iran, and I have many friends who are Iranian, including Iranian scholars. So, this is very much a cursory view, and if you have audience members with PhDs in political science, my apologies for simplifying this. But my sense is that the grassroots movement of frustration in Iran is, in many ways, more complex than—I’ll compare it to the Hungarian case, which I know better because I grew up among Hungarians, lived in Hungary, and worked there as a reporter.

In Hungary, in 1956, there was genuine frustration with the centralized system and with many of the issues affecting the country. So, when the United States came in and suggested that Hungarians should move in a certain direction, there wasn’t much resistance to that idea. In fact, there was quite a bit of enthusiasm—people felt it was great that America was encouraging them. The United States was also very effective in its propaganda, presenting itself as a place where the streets were paved with gold.

My father believed much of that. When he came to America, he genuinely thought the streets were paved with gold because that was the image people had been given. But he ultimately became a very patriotic American because much of that promise proved true. He was able to buy a house and build a life in ways that would not have been possible for him in Hungary.

In Iran, however, the situation is far more complicated. There is the historical relationship with the United States—going back to the era of the Shah—as well as US support for Israel and the broader conflict between Iran and Israel. So even if many people are frustrated with the regime, and surveys suggest there is widespread dissatisfaction, the United States is not necessarily the actor they want telling them what to do.

It’s a bit like when I tell my kids to do something. Even if it’s a good idea, they might resist simply because it came from me. In the same way, many Iranians may resist calls for regime change if those calls come directly from the United States.

So, it is a very complicated scenario. As you suggested, regime change generally does not come from outside. It can happen if you bomb a country to smithereens, as happened in Iraq, and remove its leader. By definition, that produces regime change. But it is extremely messy regime change—often unsustainable—and it can take decades to rebuild a functioning state afterward.

The IRGC’s Embedded Power and the Limits of Regime Destabilization

You highlight the enduring memory of the 1953 CIA-backed coup in Iran as a source of skepticism toward American intentions. To what extent does this historical legacy still shape Iranian public attitudes toward US rhetoric about liberation and democracy?

Professor Peter W. Klein: It is definitely one of those sore points that continues to linger. So, the idea of the United States coming in and lecturing Iran—after having, in some cases, helped create some of the conditions that contributed to the problems they face today, and given the history of US involvement there—carries a lot of weight. This is not some theoretical issue involving something that happened in Argentina or some distant place. It happened in their own country. So, there is a great deal of sensitivity around it, at least from what I can tell from talking to Iranians. It is clear that there are real sensitivities surrounding that history.

You emphasize the institutional strength of the Islamic Revolutionary Guard Corps (IRGC) as a central obstacle to regime change. How does the IRGC’s political–economic role within Iran complicate external attempts to destabilize the regime?

Professor Peter W. Klein: That’s a tough and a very good question. I think it’s one that people much smarter than me can answer much better than I can. I spent a lot of time dealing with the Rafsanjani regime years ago in Iran, and I got a glimpse of the complexities and the connections between the business elites and the IRGC. Not just the oil industry—although, obviously, the oil industry is huge. There are so many ties there, and of course there is a lot of corruption. So, this is not a stand-alone militia that is independent of the fabric of the country. While there is a lot of frustration with and fear of the IRGC, they are also integrated in many ways. And they are huge—they are powerful. This is not some small force.

Going back to my Hungary example, it required Soviet tanks and Russian soldiers to come in and crush that rebellion. In Iran, however, this is internal. It is an internal security force that is large, powerful, and integrated into many aspects of the economy and society. So again, it makes it very difficult to imagine a grassroots revolution simply changing that regime.

Escalation Risks: How a Localized Strike Could Ignite a Regional War

Iran-US war.
Photo: Pavel Kusmartsev / Dreamstime.

The current escalation involving US and Israeli strikes against Iranian targets intersects with ongoing conflicts in Gaza, Lebanon, and the broader regional confrontation with Hezbollah. How do you assess the risk that the Iranian theater could evolve into a multi-front regional war?

Professor Peter W. Klein:, That’s the fear that so many people have: where does this go? You think back on how regional or even world wars start—they start small. They begin with some small activity that somehow gets out of control.

I do think that one of the concerns I have is the lack of clear messaging, particularly from the United States. I think Israel’s messaging is quite clear, and their agenda has always been very clear on Iran. The more challenging thing is that the United States’ messaging is very unclear, and part of that may be that Donald Trump and the people around him haven’t aligned their messaging, and Trump himself has been inconsistent in what he has said. In politics and war, messaging is so important. If you are not sending a clear message about what the intention is and where things are going, everyone becomes uneasy. It makes everyone in that region a little bit trigger-happy or gun-shy, depending on which direction they are going in, and it creates the potential for a powder-keg situation.

I’m still hopeful that cooler heads will prevail and that this situation will be quieted down, because I do think that whether some people consciously—or perhaps subconsciously—appreciate it, there is a lot at stake here. This is not, going back to the Venezuela example, one economically powerful country that is somewhat isolated regionally. The implications of what happened in Venezuela carried very little chance of turning into a regional conflict.

Here, however, there is a huge chance of it. So, I’m hoping that the people who are in charge—even including the Israelis—realize that the blowback from a regional conflict would be enormous and that this situation has to be quieted down. As much as there may be aspirations of regime change, the cost of that may simply be too high.

Proxy Networks and the Uncertain Reach of Iran’s Deterrence Strategy

Iran’s strategic influence across the region is often exercised through proxy actors such as Hezbollah, Iraqi militias, and Palestinian groups. In your assessment, how central are these networks to Iran’s deterrence strategy, and how might they respond to intensified military pressure?

Professor Peter W. Klein: That dynamic has been around for a long time. So, I don’t know how much Hezbollah or other proxies factor into this particular conflict. I do know that there are heightened concerns. There are heightened concerns in New York City, and there are heightened concerns elsewhere that the actions being taken in Iran could have broader reverberations. I know people who live in Israel, near the border of the West Bank, and there is genuine concern that there may be activities coming from the West Bank similar to October 7.

Do I think that’s going to happen? Probably not. But I don’t live there, and that’s not my world. The fact that people are genuinely concerned about it is telling. There is a sense that it could have implications and blowback in specific areas and communities. But I don’t know how significant that is on the larger scale when it comes to this war.

Talk Is Cheap: The Political Incentives Behind Rhetoric of Liberation

Your article critically examines the recurring rhetoric of liberation and democratic uprising in US foreign policy. Why does this narrative persist despite repeated historical failures, and what political incentives sustain it?

Professor Peter W. Klein: It comes down to the fact that talk is cheap. Whether it’s telling your partner, your kids, your colleagues, or the people of another country, this is what I want to do, this is what the intention is. If you don’t follow through, you lose credibility. But there can still be a short-term gain from saying you should revolt, or we have your back, or we’re going to protect you.

And it’s also a little bit like one of the challenges of politics. Because if Eisenhower did it, or Kennedy did it, or George H.W. Bush did it, that was a long time ago. People ask, what does that have to do with today? What does that have to do with my administration? So, the sins of the country from the past are often forgotten.

They are also sometimes forgotten by the people who are being encouraged to revolt. The Iranians could have learned lessons from the Cubans and the Hungarians, but they didn’t necessarily look at those historical precedents. Instead, they might think: Great, we’ll just revolt—the United States says it has our backs.

But again, talk is cheap. It’s easy to gain short-term political advantage from it and perhaps even hope that the moment never actually arrives. You can present yourself as a powerful leader who believes in freedom, liberty, and democracy—an American apple-pie version of leadership that projects a positive image.

And then the options are: Nothing happens, and you get credit for your rhetoric without having to act; or something happens and you don’t follow through, in which case you pay the short-term political cost; or, in the rare case, you actually back them up.

Militias, Fear, and Control: The Architecture of Authoritarian Survival

Platoon of Iranian army soldiers carrying the flag of the Islamic Republic of Iran during the international military competition ARMY-2018 in Pesochnoye, Kostroma Region, Russia, June 2018. Photo: Dreamstime.

You argue that authoritarian regimes rarely collapse easily and often respond to threats with intensified repression. In the Iranian context, what mechanisms of authoritarian resilience make the system particularly difficult to destabilize?

Professor Peter W. Klein: This is where the Revolutionary Guard has an advantage. In many of these authoritarian regimes, they are able to maintain their control for a variety of reasons, including ruling with an iron fist.

I’ll give you just a quick sidebar example that I found interesting. Under Saddam, I think it was his nephew who ran the militia there, and he knew that they needed to put considerable effort, money, time, resources, and human power into building a militia—a state militia that could crush rebellions, especially after there had already been a Shia rebellion. So even the fear of that could be enough. People walking around with guns can be enough—you don’t have to shoot people; the threat alone is often sufficient.

What I found particularly interesting was a videotape I obtained after the fall of Saddam. I got it from the palace in Baghdad, in the Green Zone. I had received a number of videotapes that I started going through, and one of them was the strangest thing. It showed Saddam Hussein shortly before the 2003 invasion, sitting with a group of his ministers. They were examining what looked like toys—things like tacks, slingshots, and Molotov cocktails, essentially very low-level weapons.

So, I sat down with a translator and a couple of other people to understand what the conversation was about and what was going on. No one had seen this footage before. I eventually included it in a documentary that aired on the History Channel, and the New York Times did a big story about it. The Daily Show even did a spoof on it.

But what was interesting—the real insight—was that Saddam was essentially telling the people around him that the Americans might invade in 2003 and that there could be another Shia revolt. He said they needed to get the people on their side, but they didn’t want the population to be armed well enough to challenge the regime. So, the idea was to provide low-level weaponry—Molotov cocktails and slingshots—that civilians could use against other civilians, but that would not be powerful enough to challenge Saddam’s forces.

It was somewhat comical. There is a reason The Daily Show used a clip of it, because it was surreal to see Saddam Hussein, this powerful dictator, discussing what looked like toys. But the conversation itself was very serious. The logic was that the regime’s militia could crush civilians armed with low-level weapons, while loyalist civilians—Baathists—could be mobilized to confront and suppress the Shia. And it really gave some insight, at least for me, into how authoritarian regimes think about structuring military power in order to control the public.

The Devil We Know: The Uncertain Consequences of Regime Collapse

You warn that even a successful uprising could produce internal fragmentation or civil conflict. Looking at cases such as Iraq after 2003 or Afghanistan after 1989, what lessons should policymakers draw about the dangers of post-regime power vacuums?

Professor Peter W. Klein: What we keep doing is going into places that are diverse and complex without fully understanding that diversity and complexity. In Iran, I couldn’t even begin to list all the groups—whether it’s the Baluch or others. There are so many different factions within Iran, and you can easily imagine significant factional violence or strife if the whole country were to collapse.

You saw this in Iraq, and Iraq was, frankly, a much simpler place than Iran. You basically had Shias, Sunnis, and Kurds. There were also Turkmen and a couple of other groups, but you still saw huge strife among these different communities. So, this reflects the argument that sometimes it is the devil we know rather than the devil we don’t know. You might have a strongman who runs a country and keeps some of those factions at bay, and at least you know how to deal with that one leader.

Once things break into factional violence, as we saw in Afghanistan, it becomes extremely difficult to control. This is why every world power ends up struggling in Afghanistan, because it’s like trying to fight a marshmallow—you can’t really knock it out. There are so many different factions, and the enemy becomes very undefined. It has been an endless challenge, whether for the Soviets, the Americans, or others.

I’m not saying that Iran is Afghanistan. Iran is obviously a much more organized and economically developed country in most respects. In some ways, that makes the target clearer. But it is still complicated, and if you got rid of the Revolutionary Guard, I honestly don’t know what would happen in that country.

The Fragmented Media Landscape and the Crisis of Trust

London Newspaper stand refects the diverse range of newspapers and languages of modern London. Photo: Dreamstime.

As an investigative journalist and documentary filmmaker, how do you see the role of media narratives and digital information flows shaping global perceptions of the Iran conflict and the legitimacy of calls for regime change?

Professor Peter W. Klein: We have a huge responsibility. Consistently some journalists rise to the occasion and do an amazing job, while many journalists don’t. I mean, it was interesting with Venezuela. All of these journalists who couldn’t find Venezuela on a map before suddenly became experts on Venezuela, and that’s just the reality that many journalists are thrown into: You have to quickly figure out and understand a place that you may never have covered before.

I appreciate the challenge that journalists face. As a journalism professor, it’s something we often talk about—the responsibility, not just the basic ethics, but also the implications of what we do. Journalism has become so bifurcated and complicated. It’s not only that newspaper or that newscast anymore. There’s social media, there are bloggers. Some of the most influential people in media are coming from very non-traditional places, whether it’s Joe Rogan with a podcast or late-night comedians who essentially have journalists on their staff digging in and pushing particular perspectives.

So, it has become even more complicated than just the New York Times, Washington Post, or Guardian reporters shaping the narrative. And the other challenge is that you may try to do a really good job, but obviously we don’t have control over the entire media landscape. There are always going to be people who are either getting stories wrong or pushing false narratives, misinformation, or misguided agendas. And I hear it all the time from the public. Just from talking to people at conferences and presentations I do, people are frustrated and confused. Where should I be getting my news? Who can I trust? Who shouldn’t I trust?

And there isn’t a great solution. One of the solutions we often suggest in the academic world is transparency—being transparent about your positionality and transparent about your political affiliations. There is some real value to that. But then all that means is that we end up having an echo chamber, where people go only to others who share the same political views and values they have, and they’re not exposed to opposing opinions.

So, there really isn’t a great solution, unfortunately. But I think just being aware matters. Your question itself has value, because having these open conversations can have some real, real positive impacts.

Change May Come—But Not in the Way the West Expects

And lastly, Professor Klein, looking beyond the immediate crisis, what scenarios do you see as most plausible for the next decade of Iranian politics—gradual reform, intensified authoritarian consolidation, externally triggered conflict, or eventual systemic transformation?

Professor Peter W. Klein: I’m suspicious of anyone who makes predictions, and I will confess that I am a terrible predictor. I thought Barack Obama would never become president, so I’m not a good person to ask. But I can tell you what my hope is. I hope that gradual transformation happens. I do think there are some very serious problems in Iran that need to be addressed, both internally and externally.

Maybe history will show that this particular attack opened the door for change. But the opposite can happen as well—it could move in the opposite direction. So, there may be change, but it may not be the kind of change that many people in the West would want. There could be a doubling down on the nuclear program, proxy wars, and similar policies.

I personally don’t think there is going to be a huge regional conflict. I don’t think this will open the door to World War III. But it is impossible to know for certain, which is why we really need to be very careful. Policymakers certainly need to be cautious, and in academia and journalism we also need to be careful both in making predictions and in explaining and analyzing the situation, because it is so complicated that most people don’t fully understand it, including myself.