Strengthening Rule of Law Could Raise Albania’s Global Stature

Sky Tower skyscraper in Tirana, Albania

(This article was written by Adelle Nazarian and appeared in Newsmax. Strengthening Rule of Law Could Raise Albania’s Global Stature)

The ‘Flamingo Revolution’: A Resort Fight Became a Battle for Democracy

Albania finds itself at a crossroads as the “Flamingo Revolution” transforms from environmental protests into a defining moment for the country’s democratic future and European aspirations.

What began as opposition to Jared Kushner-linked resort development on Sazan Island and near the protected Vjosa-Narta wetlands has evolved into a comprehensive challenge to Prime Minister Edi Rama’s governance and Albania’s trajectory toward EU membership.

The protests have exposed fundamental tensions between rapid economic development and environmental protection, between expedited decision-making and democratic transparency.

They have also become a referendum on Prime Minister Edi Rama, who is backing the Kushner-linked resort as part of his push to market Albania as a high-end tourism destination. Rama has vigorously defended the project as a crucial economic opportunity, vowing to proceed despite escalating opposition.

Consequently, protesters increasingly target not only the specific resort proposal but Rama’s overall governance approach, particularly the expedited approval processes that enabled the project’s advancement without adequate public consultation.

Amid the street protests, attention has shifted to Sali Berisha, the 81-year-old leader of the opposition Democratic Party and Rama’s primary political rival.

As the Flamingo Revolution gained momentum, Berisha announced on June 11 that the United States had lifted a 2021 entry ban imposed over corruption allegations, following what he described as “a thorough review” by the State Department.

Berisha characterized the policy reversal as the U.S. administration “correcting” an “unfair decision,” suggesting that high-profile corruption accusations against Albanian political figures do not always withstand rigorous examination.

The contested nature of corruption allegations in Albania becomes particularly evident in the case of Erion Veliaj, Tirana’s mayor and a prominent Socialist Party figure. Albania’s Special Anti-Corruption and Organized Crime Structure (SPAK) has held Veliaj in detention since February 2025 under conditions that have raised substantial due process concerns.

Among 18 defendants in the case, he alone was denied bail, while his legal team received less than half a day to review a 26,400-page investigative file.

During his imprisonment, political opponents attempted to remove him from office, an effort ultimately rejected by Albania’s Constitutional Court as unconstitutional. SPAK has cited Veliaj’s lobbying activities, entirely lawful conduct, as justification for continued detention, suggesting an overzealous and potentially selective prosecutorial approach similar to earlier allegations against Berisha.

Before his detention, Veliaj served not merely as Tirana’s mayor but as the leading candidate to succeed Rama as head of the Socialist Party.

Despite facing no convictions, his continued imprisonment has prevented him from engaging in the political activities that established him as one of Albania’s most popular politicians.

Born in 1979, Veliaj discovered evangelical Christianity at age 13 while volunteering at an orphanage near the U.S. Embassy in Tirana.

There, he translated for American missionaries from Campus Crusade for Christ at Tirana Baptist Church and later became involved with Grace Community.

These experiences connected him with American Christian networks that emphasized humanitarian service, civic engagement, and anti-corruption activism — relationships that remained influential throughout his transition from volunteer work to civil society leadership and eventually national politics.

During the 1999 Kosovo War, these same networks propelled Veliaj into his first major humanitarian role, working with Michigan’s International Aid in Kosovo’s refugee camps before pursuing studies at Grand Valley State University.

His faith trajectory led him to found the anti-corruption youth movement MJAFT!, serve as a government minister, and ultimately become Tirana’s mayor in 2015.

At first glance, Veliaj’s religious background and anti-corruption activism might appear inconsistent with his Socialist Party affiliation.

However, Albania’s political landscape defies conventional ideological frameworks.

The Socialist Party has largely embraced market-oriented reforms and Western integration, while the Democratic Party has often advocated expanded state involvement and relied on traditional patronage networks.

With Ambassador Eric Wendt’s recent confirmation as ambassador, Washington has an opportunity to expand its focus beyond anti-corruption prosecutions toward strengthening rule of law, democratic accountability, and due process protections.

While combating corruption remains essential, it cannot undermine fundamental democratic principles. Foreign-funded institutions like SPAK raise legitimate concerns when prosecutors exercise extraordinary powers with insufficient oversight, particularly when they can de facto sideline elected officials before establishing guilt.

In this regard, U.S. policymakers should carefully consider the Venice Commission’s concerns: suspending or replacing mayors absent clear legal justification risks undermining local self-government, local autonomy, and voters’ democratic will.

Since Amb. Wendt has said he wants to improve Albania’s investment climate, Tirana should strengthen the rule of law and due process rights — policy that would help make Albania a much more attractive place for investment.

Adelle Nazarian is a Senior Fellow at the Gold Institute for International Strategy, a Washington D.C. based foreign policy and defense think tank.

Smaller Countries in a Great-Power Security Race

World map with interconnected nodes representing a global security network

This is the sixth article in a planned eight-part strategic series by the Gold Institute examining how global conflict is reshaping security, defense, industry, technology, alliances, diplomacy, and strategic decision-making. Most countries are not great powers, yet they live inside the same security race. Smaller and medium-sized countries must move from strategic exposure toward strategic relevance.

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In The Nuclear Age, Is A Victory Worth It?

Nuclear age and the Doomsday Clock

The Doomsday Clock reads 89 seconds to midnight.

Reflecting growing concerns about multiple risks, including:

  • Nuclear weapons and increasing geopolitical tensions.
  • Biological threats and advances in biotechnology.
  • Failures of international leadership and cooperation.
  • Artificial Intelligence.

Nine nations are widely recognized as possessing nuclear weapons, yet many of the major Cold War-era nuclear arms control agreements have either expired, been terminated, or are no longer being implemented. This is the reality we face, and we must be prepared to navigate it with resolve, adaptability, and purpose.

What we are witnessing leaves no room for complacency. This is a defining moment that calls on all of us, across the globe, to awaken to the challenges before us and respond with the urgency they demand.

In February 2026, the New Strategic Arms Reduction Treaty expired. For fifteen years, that treaty capped Russian and American deployed nuclear warheads at 1,550 each. The treaty was imperfect and compromised by counting rules that permitted ambiguity. But it existed. It provided communication channels between Moscow and Washington. It established red lines that both sides understood. It reflected an assumption that both superpowers feared nuclear war more than they feared each other.

That framework no longer exists. There is no successor agreement in place. The United States and Russia are not engaged in arms control negotiations. There is no bilateral dialogue on nuclear doctrine, escalation thresholds, or crisis management. Moscow is modernizing its arsenal without constraint. Beijing is doing the same. Washington is debating whether nuclear weapons should even be part of American strategy.

This represents strategic malpractice at the highest levels.

The reality we face is stark and demands clarity. Russia maintains approximately 5,977 nuclear warheads, with over 1,700 deployed on active systems. The United States possesses roughly 5,044 warheads, also heavily deployed. Together, these two nations control 87% of the world’s nuclear inventory. China operates about 600 warheads and is expanding aggressively, with projections placing its arsenal at over 1,000 by 2030. France maintains 300 warheads. The United Kingdom holds 225 warheads. India and Pakistan each possess roughly 160 warheads, locked in a rivalry that erupted into open military conflict in May 2025 and could escalate to nuclear war at any moment. North Korea has assembled roughly 50 warheads and is receiving technological assistance from Russia. Israel maintains approximately 90 warheads under a policy of deliberate strategic ambiguity.

That is the picture confronting the United States. Nine nuclear powers collectively control 12,200 warheads without an international framework constraining deployment or use.

Five flashpoints demand American attention and immediate strategic focus:

  • Russia and NATO. Moscow’s military doctrine explicitly permits nuclear first-use in response to a conventional attack deemed to threaten Russian territory, and with New START expired, Russia operates under no numerical ceiling on warhead deployment.
  • Iran and the Middle East. The Trump administration correctly assesses that Iran does not currently possess nuclear weapons, yet significant uncertainty remains regarding Iran’s intentions, the status of its nuclear program, and Tehran’s willingness to escalate regional conflict in ways that could trigger miscalculation and uncontrolled escalation between American, Israeli, and Iranian forces.
  • India and Pakistan. These two nations clashed militarily for 88 hours in May 2025, involving drones, missiles, and active nuclear brinkmanship, and the boundary between controlled conflict and uncontrolled escalation remains razor thin.
  • North Korea. The regime is actively developing intercontinental ballistic systems and receiving technological assistance from Russia in exchange for troops deployed to Ukraine.
  • China and Taiwan. China is preparing military options for the unification of Taiwan, while the United States has committed to Taiwan’s defense, creating a scenario where escalation from conventional conflict to nuclear exchange becomes plausible.

These are not theoretical exercises or academic scenarios. These are operational contingencies that military planners in Washington, Moscow, Beijing, New Delhi, and Seoul are actively preparing for.

The non-proliferation regime that successfully prevented nuclear proliferation for decades is collapsing. Saudi Arabia signed a mutual defense agreement with Pakistan in recognition of shifting regional security dynamics. South Korea and Japan are publicly discussing weapons programs. Turkey and Poland are questioning the credibility of American nuclear guarantees and considering whether domestic nuclear capability is necessary for security. France has announced plans to expand its nuclear arsenal. When the political leadership of allied nations concludes that America’s nuclear umbrella cannot be relied upon, they pursue their own deterrents. This proliferation cascades. When one regional power acquires nuclear weapons, others inevitably follow. Proliferation becomes self-reinforcing, creating instability that benefits no one.

The collapse of the international framework that managed nuclear risk for fifteen years demands strategic reckoning at every level of American leadership and society. The absence of successor agreements, the silence on bilateral communication channels, and the decision to permit two decades of arms control progress to evaporate represent a fundamental departure from the strategic discipline that defined the Cold War and the post-Cold War era.

American forces must be prepared for contingencies that we hope to avoid but must nonetheless plan to manage or defeat. The assumptions that governed military planning for the past thirty years are no longer valid. Doctrine, training, force posture, and strategic communication must reflect the world as it exists, not as we wish it to be.

American citizens must understand that this is not a foreign policy abstraction debated by specialists in think tanks. It is a foundational question about whether the nation can sustain the principles and institutions that have governed its survival. The nation has a Constitution that limits executive power and preserves civilian control over matters of war. The nation has inherited from previous generations a strategic position earned through military sacrifice and strategic discipline. The nation has a responsibility to the generation that will inherit the consequences of today’s choices. That responsibility cannot be outsourced or delayed.

For eighty years, since Hiroshima, no nuclear power has employed a nuclear weapon in anger. Not once. That record is remarkable and reflects deliberate decisions made by political and military leadership to constrain escalation and fear the consequences of nuclear war more than they feared each other. Those decisions are no longer being made. The political will to restore strategic frameworks has evaporated. The sense of shared vulnerability that once unified adversaries around mutual survival has dissolved into competitive posturing and strategic ambition.

The moment to rebuild strategic stability is here. American leadership, military and civilian alike, must act now with the clarity and urgency that characterized the Cold War generation.

The price of delay is incalculable and irreversible.

Michael T. Flynn, LTG USA (Ret.) is the chairman of the Gold Institute for International Strategy, a Washington, DC-based think-and-do tank.

The Criminals, or the Additional Earthquake

Survivors navigate debris after a natural disaster

(This article was written by Hermann Tertsch and appeared in El Debate. Los criminales o el terremoto añadido)

The images say it all. Two days after the two devastating earthquakes in northern Venezuela, in La Guaira, in Caracas, and in other affected towns, Venezuelan men, women, and children try, with ever less hope, to pull survivors from under the rubble. And they do it with their bare hands. When night falls they carry on amid screams of desperation and sobbing, lit by the light of their mobile phones. No excavators, no cranes, no heavy machinery of any kind, no rescue teams, no official coordination of any sort. Alone before their misfortune, in their infinite pain, they cry out for help, because time is running out along with the lives of their loved ones. And they all fear that the help that arrives from abroad — because from within they expect little or nothing — will arrive too late for them.

There is no starker or more brutal image of the helplessness of a people who are now victims of a terrifying apotheosis of the pain that has tortured them for a quarter of a century already. Yes, that Eden that is Venezuela, that most beautiful piece of America, which treasures every imaginable gift of nature, now receives the monstrous final punishment after a long and cruel torture. Nothing more resembles a biblical plague than these earthquakes, as fate’s terrible contribution to the man-made catastrophe that is the Venezuela governed by crime and for crime by criminals without scruples or limits such as Hugo Chávez, Nicolás Maduro, and Delcy Rodríguez.

Crime has stolen everything, has perverted, profaned, degraded, and destroyed everything. So much so that a country sitting atop the largest oil reserves in the world, and that was once the richest on the continent, has no excavators or cranes, nor even shovels or picks, flashlights, floodlights, or anyone to distribute them. From Spain it is hard not to see and feel that nightmarish parallel that shows Spaniards the final stations along these roads of terror toward catastrophe, when the fatal forces of nature already join with the rot of the continued exercise of evil, vileness, and crime from power. Contempt for the interests of citizens degraded to subjects leads to indifference toward their very lives. It has been seen in the floods in Valencia, in Adamuz, in the blackout, and it shows in the Spanish socialist government, a fine emulator of Chavismo that it is.

Listening to murderers like Delcy Rodríguez or Diosdado Cabello give their harangues and official propaganda about their rescue deployment produces the logical revulsion, along with serious fears added to the mourning, that the criminal gang might exploit the tragedy for its own benefit. That by capitalizing on foreign aid it might entrench itself and successfully position itself before Washington in order to thwart the changes that the population is hoping for. These are essential for Venezuela’s reconstruction after its permanent 26-year earthquake, and for its moral recovery, both of which require the liquidation of the power of the gang of murderers, torturers, and thieves that the United States still keeps in place and whose foremost representative is Delcy Rodríguez.

But the effects of a social shock as immense as this tragedy are unpredictable. Just as it is already clear that Delcy Rodríguez smells the opportunity to strengthen and stabilize her power, which will never be anything but criminal, it is worth recalling that the 1972 Managua earthquake — smaller in magnitude than these but one that wiped the Nicaraguan capital off the map and caused nearly 20,000 deaths — was also the trigger for the fall of Anastasio Somoza’s regime, through the then thoroughly cross-cutting national uprising generated by the misappropriation of international aid and the inability to help those affected.

It is clear that criminals have their own way of governing, because they conceive of power as the capacity for abuse. That is just as clear today in Pedro Sánchez’s Spain as in the Venezuela of Hugo Chávez, Nicolás Maduro, and Delcy Rodríguez. Right now the Venezuelan people urgently need help, first to save the lives that can still be saved and to ease the boundless pain flooding the country. But it must also be clear that after the earthquake, even more than before, Venezuela needs leaders who are not stained with blood. And the current leadership is stained with blood up to the crown of Delcy’s greasy black hair, not only because of the many hundreds of thousands murdered, disappeared, or tortured. But also because many of those the earthquake has claimed would still be alive if this regime, instead of stealing, stealing, and stealing, had fulfilled its obligation to govern and to provide Venezuelans with services and resources. Just as in Spain, where the kleptocracy imposed by the government of organized crime is already responsible for many tragedies and many deaths, in Venezuela the regime has had many ways of killing and torturing. Allowing Venezuelans to die of their wounds or of thirst while they hear their desperate relatives just a few meters above them digging through the rubble with their bare hands is one more of them.

Hermann Tertsch is a Distinguished Fellow (Honorary) at the Gold Institute for International Strategy, a Washington D.C.-based foreign policy and defense think tank.

Economic Security Is National Security

Antique world map with a compass

This is the fifth article in a planned eight-part strategic series by the Gold Institute examining how global conflict is reshaping security, defense, industry, technology, alliances, diplomacy, and strategic decision-making.

Europe’s test is integrated readiness. The Indo-Pacific’s test is integrated deterrence. The Middle East’s test is integrated resilience. But none of these tests can be fulfilled without the foundations that support them: economic security, industrial capacity, critical materials, energy, technology, logistics, and supply chains.

The new race for security is not only a race for weapons. It is a race for the systems that produce, sustain, repair, power, move, and replace those weapons under pressure.

For decades, many democratic countries treated economic efficiency and national security as separate questions. Markets would boost supply chains. Companies would reduce costs. Governments would buy what they needed when they needed it. Globalization would lower prices, increase access, and reduce the incentives for conflict. Defense industries could be smaller because future wars were expected to be shorter, more precise, and technologically managed.

Those assumptions have weakened.

Russia’s war against Ukraine, China’s use of economic leverage, instability in the Middle East, the vulnerability of maritime routes, the race for semiconductors, and growing dependence on critical minerals have all shown the same lesson: economic systems are now part of the security battlefield.

A country may have cutting-edge aircraft, missiles, ships, drones, satellites, and command systems. But without semiconductors, rare earth elements, energetics, batteries, fuel, microelectronics, steel, titanium, machine tools, software, data centers, electricity, ports, skilled workers, and trusted suppliers, those systems cannot be produced, sustained, repaired, or replaced at scale.

This is why economic security is now national security.

Deterrence is not built only in military headquarters. It is built in factories, ports, mines, laboratories, shipyards, data centers, energy networks, rail networks, and supply chains. It is built by workers, engineers, procurement officials, investors, private companies, public institutions, and political leaders who understand that resilience cannot be improvised after a crisis begins.

The world is already spending as if it understands the danger.

Global military expenditure reached a record level in 2025, approaching $2.9 trillion. The United States, China, Russia, Germany, and India accounted for more than half of the world’s military spending. Europe’s spending rose sharply. Asia and Oceania continued to increase defense investment. NATO members together accounted for more than half of global military expenditure.

Janes projects global defense spending at roughly $2.8 trillion in 2026. But the more important signal is not only the growth of total budgets. It is the growth of investment budgets: procurement, research and development, modernization, and long-term force building. Governments are not only paying for today’s militaries. They are trying to rebuild the capacity to equip, modernize, and sustain tomorrow’s forces.

That distinction matters.

Record spending does not automatically create security. The central question is not only whether governments spend more. It is whether spending creates production capacity, resilient supply chains, trained workforces, stockpiles, repair capacity, logistics, and sustainable deterrence.

Spending is necessary. It is not sufficient.

Money can buy platforms, but it cannot instantly create a trained workforce, expand ammunition production, build shipyards, secure rare-earth supply chains, produce semiconductors, upgrade ports, increase energy capacity, or align procurement systems across allies.

The real question is whether countries can convert money into production, production into readiness, readiness into deterrence, and deterrence into strategic stability.

Ukraine has made this impossible to ignore.

The war is not only high-tech. It is also industrial, attritional, adaptive, and brutally material. Artillery shells, air-defense interceptors, drones, armored vehicles, electronic warfare systems, repair facilities, fuel, logistics, and spare parts all matter. So do software, sensors, commercial satellite imagery, artificial intelligence, and rapid battlefield innovation.

The lesson is not that countries must choose between mass and technology. The lesson is that they need both.

They need ammunition and autonomy. They need tanks and drones. They need air defense and cyber defense. They need critical minerals and data infrastructure. They need production lines and software updates. They need military stockpiles and commercial innovation. They need industrial depth and decision speed.

This is the central economic-security challenge of the new era: converting resources into usable power before the next crisis exposes the gap.

Defense requirements are also changing.

Countries no longer define defense requirements only by geography or traditional force structure. They now have to match threats, alliances, industrial capacity, economic robustness, and technological readiness. Baltic states, Gulf states, Japan, Australia, Israel, India, Poland, Germany, South Korea, and Taiwan do not face identical problems. Their geography differs. Their threat perceptions differ. Their alliances differ. Their economies differ. Their industries differ.

But the modern capability requirements are increasingly similar.

They need an integrated air and missile defense. They need drones and counter-UAS systems. They need cyber and electronic warfare. They need intelligence fusion and AI-enabled decision support. They need logistics and military mobility. They need critical infrastructure protection. They need resilient supply chains. They need the industrial ability to produce, repair, and replenish under pressure.

This is why the defense-spending debate is changing.

NATO’s new framework reflects this shift. The old two-percent debate is no longer enough. Allies have moved toward a wider defense-and-security investment model: core military capabilities, as well as defense-related infrastructure, cyber resilience, civil preparedness, innovation, industrial capacity, and social resilience.

That is a major conceptual shift.

It means that bridges, ports, energy systems, cyber networks, data infrastructure, civil preparedness, and military mobility are no longer peripheral to defense. They are part of the deterrence equation.

A missile defense battery is not enough if the port it protects cannot operate. A tank brigade is not enough if the bridges cannot support movement. A cyber unit is not enough if data centers lose power. A weapons factory is not enough if it depends on foreign suppliers for critical inputs. A military alliance is not enough if members cannot move forces, share data, or sustain production together.

The battlefield and the home front are no longer separate.

Europe shows this clearly.

European governments are spending more, but Europe’s challenge isn’t only financial. The continent must convert determination into production, mobility, interoperability, and readiness. It must rebuild stockpiles, expand ammunition capacity, strengthen air defense, protect critical infrastructure, improve military mobility, and reduce dangerous dependencies, yet without cutting itself off from the United States or other trusted partners.

This is difficult because Europe remains fragmented.

National procurement often protects each country’s own defense industrial base. Requirements differ. Certification is slow. Industrial planning is uneven. Defense companies need predictable demand before they invest in new production lines. Smaller companies struggle to move from innovation to scale. Governments announce targets faster than they build implementation mechanisms.

This is the gap between spending and power.

Countries want speed, but they also want autonomy. They want urgent capability, but they also want domestic production. They want innovation, but they also want reliability. They want private capital, but they need public demand. They want national control, but they require an allied scale. They want lower costs, but they need resilient supply chains.

The answer cannot be ideological.

Countries will need a mixed model: domestic production where sovereignty is essential, allied production where scale is required, trusted imports where urgency demands speed, stockpiles where disruption is likely, and dual-use innovation where commercial technology can strengthen defense.

The Indo-Pacific shows the same logic.

China’s military modernization and economic leverage are pushing regional actors to invest not only in platforms but also in industrial autonomy, cyber defense, maritime resilience, critical minerals, and advanced technologies. Japan, South Korea, Taiwan, India, Australia, and others are trying to reduce dependence on foreign-sourced systems while increasing cooperation with the United States and trusted partners.

This is not only a military trend. It is an industrial and investment trend.

The Indo-Pacific defense market is becoming more important because the region understands that deterrence depends on regional production, innovation, supply chains, and technology ecosystems. South Korea’s defense industry, Japan’s gradual opening to defense-industrial cooperation, India’s push for indigenous production and export, Australia’s investment in munitions and undersea infrastructure, and Taiwan’s need for asymmetric systems all point in the same direction.

Security is becoming localized, regionalized, and networked simultaneously.

The United States remains central, but allied nations and partners increasingly understand that they cannot depend only on U.S. capacity. American power is still indispensable, but American industrial capacity is not unlimited. If the United States must support Europe, deter China, manage the Middle East, defend the homeland, and sustain its own modernization at the same time, allies must bring more than political support. They must bring production, infrastructure, logistics, technology, and resilience.

This is where the Pacific Deterrence Initiative is important.

Deterrence in the Pacific is no longer only about forward-deployed forces. It is about logistics, prepositioned munitions and fuel, maintenance, infrastructure stability, exercises, experimentation, innovation, partner capacity, and the ability to continue operations in a contested environment. The ability to fight is inseparable from the ability to move, supply, repair, communicate, and endure.

The Middle East teaches the same lesson in another way.

Missiles, drones, proxy networks, cyber activity, maritime disruption, and information warfare show that prosperous states can be vulnerable if they depend on fragile infrastructure, narrow chokepoints, expensive interceptors, or external protection alone. Gulf states may buy advanced platforms, but they also need civil defense, maritime alternatives, local industry, air-defense integration, cyber resilience, and public confidence. Israel may have advanced military capabilities, but it still must sustain legitimacy, cohesion, production, and international support during prolonged pressure.

The Middle East shows that economic security is both psychological and material.

Markets, investors, tourists, expatriate workers, insurers, and the public all respond to recognized risk. An adversary need not destroy an economy to pressure it. It can create uncertainty around ports, airports, energy facilities, data centers, shipping lanes, or public safety. Economic confidence becomes part of the security equation.

This is why critical infrastructure is now strategic terrain.

Energy systems, ports, railways, roads, undersea cables, satellites, cloud infrastructure, semiconductor facilities, telecommunications networks, and water systems all matter. They are civilian assets, but they enable military resilience. They are commercial systems, but they shape national endurance. They are economic infrastructure, but they can become targets in a crisis.

Critical minerals are another strategic terrain.

Rare earth elements, lithium, cobalt, nickel, gallium, germanium, indium, graphite, titanium, tungsten, and other materials are not abstract commodities. They are inputs into missiles, aircraft, batteries, sensors, satellites, electric motors, microelectronics, optics, drones, data centers, and advanced manufacturing. A country may control advanced designs, but if it depends on a rival for the materials needed to build them, its security remains exposed.

China understands this.

China’s dominance in parts of the critical minerals supply chain gives it leverage in a crisis. Export controls, licensing delays, customs scrutiny, pricing pressure, or processing bottlenecks can create strategic effects without firing a shot. Recent controls and tighter checks around rare earths, indium, and other strategic materials show how quickly supply-chain dependence can become geopolitical leverage.

This is why the United States, Europe, Japan, Australia, Canada, and others are trying to diversify mining, processing, recycling, stockpiling, and trusted supply chains.

Europe’s Critical Raw Materials Act reflects this logic. It sets benchmarks for domestic extraction, processing, recycling, and reduced dependence on any single external supplier. The details are technical, but the strategic message is clear: material dependence is now a security problem.

But this is harder than announcing a policy.

Building critical minerals resilience takes time. Mining requires permitting. Processing requires capital, expertise, and environmental management. Recycling requires scale and technology. Strategic stockpiles require planning. Alternative suppliers require infrastructure and political stability. Governments must decide what they are willing to pay for security, redundancy, and dependability.

Efficiency and resilience are not the same thing.

For decades, supply chains were optimized for cost. The new security environment requires them to be optimized for trust, redundancy, speed, and survivability. That does not imply abandoning markets. It implies recognizing that markets alone do not price strategic risk correctly.

The same logic applies to the defense industrial base.

For many years, the defense industrial base in democratic countries has narrowed, consolidated, and become more dependent on peacetime demand. That model may be efficient in stable periods, but it creates vulnerabilities in crises. If only a few suppliers can produce an important component, if only one factory can produce a key munition, if a production line depends on foreign inputs, or if workers with specialized skills are not available, then military readiness becomes fragile.

Defense-industrial resilience requires more than factories.

It requires long-term demand signals, workforce development, supplier depth, financing, export pathways, inventory transparency, flexible procurement, and political willingness to make tradeoffs. It requires governments to tell the industries not only what they want to buy this year, but also what they intend to sustain over time.

No company will build strategic capacity on uncertain signals.

This is especially important for ammunition and munitions. Ukraine and the Middle East have shown how quickly stockpiles can be consumed. Air-defense interceptors, artillery rounds, precision missiles, rockets, drones, and spare parts are not optional. They are the material foundation of endurance. If production cannot keep up with operational use, deterrence weakens.

The United States is now saying this openly in strategy and budget documents.

The 2026 National Defense Strategy treats the defense industrial base not as a support function, but as one of the central pillars of defense strategy. Recent U.S. budget materials point in the same direction, emphasizing the defense industrial base, critical minerals, munitions, next-generation technology, autonomy, AI, shipbuilding, space, homeland defense, and supply chain resilience.

The message is clear: the United States is not only buying weapons. It is trying to rebuild the industrial, mineral, digital, and production foundations that sustain military power in a prolonged crisis.

That is the logic of strategic capacity.

But strategic capacity also has a macroeconomic cost.

Defense spending can support growth, employment, research, and industrial activity. But large defense buildups can also increase deficits, debt, inflationary pressure, and trade imbalances if they are financed poorly or spent mostly on imports. The macroeconomic question is no longer whether defense spending is rising. It is whether that spending builds domestic and allied productive capacity or creates fiscal pressure without solving the underlying capability problem.

This is a serious issue for democracies.

Governments must increase defense investment while also managing debt, social spending, infrastructure needs, energy transition costs, and public expectations. Citizens will ask what they are getting for higher defense budgets. Allies will ask whether spending produces real capabilities. Markets will ask whether governments can finance their ambitions. Defense companies will ask whether demand will last long enough to justify investment.

This means that defense spending must be strategically designed.

If spending is mostly imported, the domestic industrial benefit is smaller, and external dependence may remain. If spending is fragmented across national programs, the allied scale is lost. If spending is focused only on high-end platforms, stockpiles, and sustainment may remain weak. If spending supports prototypes but not production, innovation will not become capacity. If spending is not connected to the workforce, infrastructure, and supply chains, it may fail to improve readiness.

The goal is not simply to spend more.

The goal is to spend in a way that builds capacity.

That requires joint procurement, predictable demand, allied production, domestic industrial depth, stockpiles, infrastructure robustness, and a stronger link between defense budgets and economic strategy. It also requires honesty: defense spending has tradeoffs. The question is whether those tradeoffs are made early, deliberately, and strategically, or late, under pressure, after a crisis begins.

The innovation problem is equally important.

The democratic world has no shortage of innovation. There are companies developing artificial intelligence, autonomy, space systems, cyber tools, advanced manufacturing, robotics, sensors, and software-defined capabilities. The problem is not only invention. The harder problem is adoption.

A prototype that works in a demonstration does not automatically create military power. A start-up that wins an urgent contract does not automatically become part of the long-term defense industrial base. A new technology does not matter strategically unless it can be tested, integrated, funded, scaled, sustained, and used operationally.

This is the “second valley of death.”

The first valley is moving from idea to prototype. Many governments have improved at crossing that gap. Innovation units, accelerators, flexible contracting, and commercial technology pathways have helped bring new ideas closer to military users.

The second valley is harder.

It is the move from prototype or limited production into programmed procurement, sustainment accounts, doctrine, training, and force structure. This is where many promising technologies fail. They may be useful. They may have a military demand. They may be proven in exercises or even deployed in small numbers. But if they do not enter the acquisition system, receive durable funding, and gain an institutional owner, they remain episodic.

An innovation ecosystem is not the same as an industrial base.

An innovation ecosystem produces ideas, prototypes, demonstrations, and early contracts. An industrial base produces scale, reliability, sustainment, repair capacity, trained workers, and long-term availability. The new security race requires both. But the bridge between them is still weak.

This is why NATO’s DIANA program matters.

Its focus on dual-use technology, testing, acceleration, and adoption by defense end users shows that the Alliance understands the challenge. NATO is not only searching for traditional weapons. It is searching for technologies in energy, communications, contested electromagnetic environments, logistics, space, autonomy, naval operations, decision support, and other areas where commercial innovation can strengthen defense.

But the test is not whether innovation programs can attract proposals. The test is whether useful technologies can move into operational use across several countries, different regulations, different classification systems, different budgets, and different military requirements.

Alliances must therefore become industrial and technological networks, not only military coalitions.

This changes the meaning of burden sharing.

Burden sharing is not only about how much money countries spend as a percentage of GDP. It is also about what capabilities they produce, what infrastructure they provide, what stockpiles they maintain, what supply chains they secure, what technologies they develop, and how quickly they can support allies in crisis.

A country that contributes munitions production may be as strategically important as a country that contributes a combat brigade. A country that controls rare-earth processing may be as important as a country that buys aircraft. A country with ports, repair facilities, data centers, or shipyards may become a key node in the alliance system. Smaller countries can matter if they control useful industrial niches, move quickly, or supply critical geography.

This point leads directly to the next strategic question.

If economic security is now part of national security, then smaller and medium-sized countries face a difficult choice. They cannot match the scale of great powers. They cannot build every capability at home. They cannot control every supply chain. But they also cannot afford to remain passive consumers of security.

Their challenge is different: how to identify the industrial niches, geographic advantages, technological strengths, diplomatic networks, and alliance roles that allow them to remain strategically relevant in a great-power security race.

This is one of the most important lessons of the new race for security.

Power is becoming networked.

The strongest countries will not be those that simply spend the most. They will be those who can connect public and private sectors, military and civilian infrastructure, national industries and allied production, legacy platforms and new technologies, economic policy and security strategy.

This requires a new kind of strategic planning.

Defense ministries cannot solve this alone. Finance ministries, transportation ministries, energy ministries, industry ministries, education systems, private companies, investors, universities, and local governments all have roles. The defense industrial base is not isolated from the wider economy. It depends on the workforce, energy, transportation, finance, digital infrastructure, and political support.

Economic security is therefore a whole-of-government and whole-of-society challenge.

This does not mean militarizing the economy. It implies recognizing that democratic societies must be able to sustain themselves under pressure. It means building enough redundancy to survive disruption. It means protecting critical infrastructure. It means creating trusted supply chains. It means training workers. It means making hard choices about where dependence is acceptable and where it is dangerous. It means having an industry that can shift quickly from peacetime production to wartime needs.

It also means measuring success differently.

The question is not only how many platforms are purchased. It is whether forces can be sustained. It is whether munitions can be replenished. It is whether ports can operate. It is whether production can surge. It is whether cyber systems can survive an attack. The question is whether companies can move from prototype to scale. The question is whether allies can share production and reduce bottlenecks. It is whether critical materials can be sourced without strategic vulnerability.

The next crisis may not begin with a direct military attack.

It may begin with an export control, a port disruption, a cyberattack on a logistics network, a shortage of critical minerals, a shipping crisis, a power-grid failure, a drone strike on an energy facility, a semiconductor bottleneck, or a sudden surge in demand for munitions that production lines cannot meet.

When that happens, the question will not be only who has the most advanced weapons.

The question will be who can keep producing, moving, repairing, supplying, adapting, and deciding under pressure.

That is strategic capacity.

Europe’s test is integrated readiness.

The Indo-Pacific’s test is integrated deterrence.

The Middle East’s test is integrated resilience.

The foundation beneath all three is integrated economic security.

In the new race for security, military power depends on the economic system behind it. Deterrence depends on production. Resilience depends on infrastructure. Innovation depends on adoption. Alliances depend on industrial cooperation. Sovereignty depends on trusted supply chains.

The defense industrial base is no longer separate from national resilience. It is part of deterrence itself.

But this raises the next question.

What happens to countries that cannot build everything themselves? How can smaller and medium-sized states compete, adapt, and remain relevant when great powers dominate production, technology, finance, and supply chains? Should they specialize, align, hedge, integrate, or build sovereign capacity in selected areas? How can they avoid becoming only consumers of other countries’ security decisions?

These questions will shape the next phase of the new race for security.

The future will not be shaped only by those who spend more.

It will also be defined by those who know where they fit, what they can build, whom they can trust, and how quickly they can turn limited resources into a strategic advantage before the next crisis begins.

Omer Haim is a Distinguished Fellow at the Gold Institute for International Strategy, a Washington D.C. based foreign policy and defense think tank.

The Middle East as a Multi-Domain Stress Test

Political map of the Middle East

This is the fourth article in a planned eight-part strategic series by the Gold Institute examining how global conflict is reshaping security, defense, industry, technology, alliances, diplomacy, and strategic decision-making.

Europe’s test is integrated readiness. The Indo-Pacific’s test is integrated deterrence. The Middle East’s test is integrated resilience.

The Middle East is not only a region of recurring wars. It is a stress test for the entire modern security system. In this region, military operations, missile attacks, drone campaigns, proxy networks, maritime disruption, energy flows, cyber activity, information warfare, domestic politics, great-power diplomacy, and public legitimacy all interact at the same time. A strike in one arena can affect oil prices in another. A maritime incident can change insurance costs and shipping routes. A drone attack can create a diplomatic crisis. A battlefield image can shape public opinion across continents. A ceasefire on one front can influence escalation on another. A local militia attack can pull the United States, Israel, Iran, Gulf states, Europe, Asia, and global markets into the same crisis.

This is why the Middle East matters beyond its borders.

It shows that modern conflict is no longer contained within the boundaries of one battlefield. It moves through airspace, ports, energy corridors, digital networks, financial markets, social media, and diplomatic channels. It pressures governments not only through military force, but also through uncertainty, cost, exhaustion, and political division.

In Europe, the central question is whether democratic states can rebuild the industrial, military, and logistical capacity needed for high-intensity conflict. In the Indo-Pacific, the question is whether a diverse group of allies and partners can build a networked deterrent system before a crisis becomes a war. In the Middle East, the question is whether states can absorb pressure across multiple domains without losing control of escalation.

That is integrated resilience.

The first reality shaping this environment is the missile, drone, and UAS revolution.

Iran and its partners have invested heavily in ballistic missiles, cruise missiles, rockets, one-way attack drones, loitering munitions, unmanned aerial systems, and other unmanned platforms. These weapons do not need to defeat a state’s military outright to create strategic pressure. They can threaten cities, airports, energy facilities, ports, bases, shipping lanes, and critical infrastructure. They can force defenders to remain on alert for long periods. They can exhaust interceptor stockpiles. They can create fear among civilians and uncertainty among investors.

This is one of the central lessons of the region: even successful defense can become expensive, and even the best defense is not foolproof.

A relatively cheap drone or rocket can force the defender to use a much more expensive interceptor. A repeated wave of attacks can pressure budgets, production lines, magazines, and public patience. The defender may win each individual engagement and still face a growing economic and operational burden over time.

The answer cannot be only more interceptors.

The Middle East will need cheaper defensive systems, directed energy, electronic warfare, autonomous detection, passive defense, hardened infrastructure, distributed basing, rapid repair capacity, and AI-enabled prioritization. The goal is not only to shoot down more threats. The goal is to make the entire national system harder to saturate, exhaust, deceive, or paralyze.

The second reality is the power of proxies.

Iran’s regional strategy is not based only on conventional military power. It is based on survivability, ambiguity, geography, proxies, missiles, drones, maritime leverage, nuclear threshold capability, and political patience. Hezbollah, the Houthis, Iraqi militias, Hamas, and other actors are not identical. Each has its own local roots, political interests, and operational logic and limits. But together, they show how non-state and semi-state actors can become part of a wider regional pressure system.

Proxy networks allow a state to apply pressure without always accepting direct responsibility. They can open additional fronts, complicate deterrence, increase ambiguity, and impose costs below the threshold of formal war. They also make escalation harder to control. A militia attack may be local in execution, but regional in consequence. A drone launched from one country can trigger a military response in another. A maritime attack by a non-state actor can affect global shipping.

This makes the Middle East different from a traditional state-to-state battlefield.

The region is not organized around one front line. It is organized around networks: military networks, ideological networks, financial networks, smuggling networks, media networks, and diplomatic networks. Understanding the region requires looking not only at armies and borders, but at the systems that connect them.

The third reality is maritime vulnerability.

The Strait of Hormuz, the Bab el-Mandeb, the Red Sea, the eastern Mediterranean, and the Gulf are not only geographic spaces. They are strategic pressure points. Hormuz alone carries roughly one-fifth of global petroleum liquids consumption. Any disruption there can affect energy prices, shipping behavior, insurance markets, inflation expectations, and the strategic calculations of governments far beyond the region.

The Red Sea crisis showed that a relatively limited military capability can create global commercial disruption. The Houthis did not need a navy equal to the United States or Europe to affect shipping behavior. They needed missiles, drones, intelligence, geography, and political will. The result was not only a military problem. It became a shipping problem, an insurance problem, a supply-chain problem, and a diplomatic problem.

The Strait of Hormuz is even more sensitive.

A country does not need to close the strait permanently to create leverage. It only needs to make governments, companies, insurers, and markets believe that access is uncertain. In the new security race, uncertainty itself becomes a weapon.

This is one reason the Gulf states are reassessing their security assumptions.

For decades, many Gulf states operated under two parallel assumptions. The first was that stability could be preserved through accommodation: avoid direct confrontation with Iran, manage tensions, protect economic growth, and keep the region attractive for investors, tourists, and global business. The second was that if deterrence failed, the United States would provide the ultimate security umbrella.

Both assumptions have weakened.

The image of an air-raid alarm in a luxury mall in Dubai or Riyadh captures something deeper than a moment of fear. It captures the collapse of a psychological security model. For societies built around stability, prosperity, global connectivity, and controlled risk, the sound of an alarm is not only a warning of incoming danger. It is a reminder that wealth, advanced buildings, global brands, and foreign partnerships do not automatically create resilience.

The Gulf has spent enormous resources on advanced weapons, foreign partnerships, and modern infrastructure. Yet the new threat environment raises harder questions. Do these states have enough civil defense? Do their populations know what to do under attack? Can their economies absorb repeated disruption? Can they defend airports, ports, hotels, energy facilities, desalination plants, and data centers? Can they maintain confidence if Iran or its partners can threaten daily life?

These questions matter because Gulf power is not only military. It is economic and psychological.

The Gulf model depends on confidence: confidence that energy exports will continue, that tourists will arrive, that investors will stay, that airports will function, that ports will remain open, that expatriate workers will feel safe, and that ruling families can provide order. If Iran can shake that confidence, even without defeating Gulf militaries, it gains leverage.

This is the new vulnerability of prosperous states.

Modern economies create enormous strength, but they also create new targets. Airports, ports, financial centers, energy facilities, digital infrastructure, tourism hubs, logistics centers, and desalination plants are all strategic assets. They are also strategic vulnerabilities.

The Gulf states are not abandoning the United States. But they are hedging more actively.

They are investing in air and missile defense, counter-drone and counter-UAS systems, maritime security, cyber resilience, local defense industries, space and surveillance capabilities, and alternative export routes. They are also looking for new forms of practical security cooperation. This includes not only Washington, but also regional partners, Asian energy consumers, European defense industries, and, quietly or openly, Israel.

This creates a new regional paradox.

Israel remains politically sensitive in much of the Arab world. The Palestinian issue remains central. Gaza, Lebanon, Jerusalem, and the broader Israeli-Palestinian conflict continue to shape public opinion and limit what Arab governments can do openly. But the hierarchy of threats has changed in parts of the region. Iran is increasingly viewed not as a distant ideological adversary, but as a direct military threat to cities, infrastructure, economies, and regimes.

That does not erase the Palestinian issue. On the contrary, it brings it back into the strategic equation.

For Gulf states, normalization with Israel may be strategically useful, but politically difficult without a credible path on the Palestinian question. They may see Israel as a country with relevant military, intelligence, air defense, cyber, and counter-Iran experience. But public legitimacy still matters. Regional security cooperation cannot be sustained only by threat perception. It also requires political space.

This is another Middle East lesson: strategic convergence does not automatically become political alignment.

Shared threats can create opportunities, but they do not remove history, identity, religion, public opinion, or domestic politics. Governments may cooperate quietly while criticizing one another publicly. They may agree on Iran while disagreeing sharply on Gaza. They may need Israel’s capabilities but fear the political cost of a visible partnership.

This is why diplomacy is itself a domain of competition.

In the Middle East, negotiations, ceasefires, normalization processes, hostage deals, sanctions relief, maritime understandings, and reconstruction plans are not separate from security. They are part of security. Every diplomatic arrangement changes incentives, legitimacy, and leverage. Every actor asks who is included, who is excluded, who gains recognition, who receives money, and who can claim victory.

Iran understands this well.

Tehran often seeks to connect issues that others prefer to separate: nuclear talks, sanctions relief, maritime security, proxy activity, Iraq, Lebanon, Yemen, Gaza, Syria, and relations with the Gulf. This does not mean Iran controls every actor or every front. It does mean that Iran benefits when multiple fronts create pressure at the same time.

The United States also faces a hard choice.

Washington cannot simply leave the Middle East without consequences. Energy markets, maritime chokepoints, counterterrorism, Iranian power, Israel’s security, Gulf stability, and global trade still matter. A Middle East crisis can divert American attention from the Indo-Pacific, affect European energy prices, influence elections, and give China and Russia new opportunities.

But Washington also cannot manage every crisis as if it has unlimited bandwidth.

The United States remains indispensable, but the old model of American crisis management is under pressure. Regional partners still want U.S. protection, intelligence, air defense, weapons, diplomacy, and political backing. At the same time, they question whether Washington will always be present, always act decisively, and always prioritize the region when Europe and the Indo-Pacific are also demanding attention.

This creates a familiar pattern.

The region doubts American reliability, but still depends on American power. Washington wants partners to do more, but partners still look to Washington in moments of danger. Adversaries test the seams. Allies hedge. Crises repeat.

This is not sustainable.

U.S. strategy should therefore shift from crisis response to resilience building.

The United States should not only ask regional partners to buy more weapons. It should help build integrated systems: shared warning, air and missile defense coordination, maritime security, counter-drone and counter-UAS cooperation, cyber resilience, critical infrastructure protection, defense-industrial partnerships, and crisis communication channels. It should help partners reduce vulnerability, not only increase firepower.

Israel faces its own version of the same challenge.

Israel has built one of the world’s most advanced security systems: intelligence, airpower, cyber capabilities, special operations, missile defense, civil defense, and precision strike. But the current Middle East tests Israel not only militarily, but systemically.

Israel must manage Iran, Hezbollah, Hamas, the Houthis, militias, cyber threats, information campaigns, domestic pressure, international legitimacy, and U.S. support at the same time. It must defend against rockets, drones, missiles, infiltration, cyber operations, and global diplomatic pressure. It must protect civilians, preserve economic continuity, sustain military readiness, and avoid strategic isolation.

The challenge is not only whether Israel can defeat a specific threat. It is whether Israel can manage a prolonged multi-domain campaign without losing legitimacy, cohesion, or freedom of action.

Lebanon shows this clearly.

A conflict between Israel and Hezbollah is not only a border conflict. It involves Iran, the Lebanese state, U.S. diplomacy, Gulf calculations, displaced civilians, international legitimacy, domestic politics, and the broader regional balance. Even ceasefire discussions become part of a competition over who gains leverage, who is represented, and who is blamed for the next round.

The same is true in Gaza, Syria, Iraq, Yemen, and the Red Sea.

In the Middle East, military events rarely remain military. They become diplomatic events, legal events, media events, economic events, and domestic political events almost immediately.

That is why the region complicates the idea of victory.

A state can win a military exchange and still face strategic pressure. It can intercept missiles but lose public patience. It can destroy capabilities but fail to eliminate the adversary’s political leverage. It can secure a ceasefire but leave the coercive system intact. It can deter a direct attack while facing proxy pressure, cyber disruption, and information warfare.

This is the essence of the Middle East as a multi-domain stress test.

The future regional security architecture will have to be layered.

The first layer is legitimacy and information resilience: public trust, strategic communications, legal preparation, alliance messaging, and the ability to counter disinformation. In the Middle East, this is not a secondary layer. It is the foundation. Without legitimacy, public confidence, and credible information, no integrated security system can endure prolonged pressure.

The second layer is air and missile defense: interceptors, radars, early warning, counter-drone and counter-UAS systems, electronic warfare, directed energy, and shared tracking.

The third layer is maritime security: chokepoint protection, unmanned systems, minesweeping, escort planning, port resilience, shipping data, and contingency routes.

The fourth layer is critical infrastructure protection: energy facilities, desalination plants, airports, ports, data centers, undersea cables, pipelines, and electricity grids.

The fifth layer is intelligence and decision advantage: classified intelligence, open-source intelligence, commercial satellite imagery, cyber indicators, social media analysis, financial data, and AI-enabled fusion.

The sixth layer is industrial resilience: interceptors, drones, ammunition, spare parts, fuel, maintenance, repair capacity, and the ability to surge production during a crisis.

This is what integrated resilience means.

It is not only the ability to absorb a missile strike. It is the ability to keep the state functioning, keep the economy moving, keep the public informed, keep allies aligned, keep infrastructure operating, keep military options open, and keep escalation under control.

The Middle East does not need a perfect regional security architecture to begin building this kind of resilience. A single NATO-style structure is unlikely. Political divisions are too deep. Threat perceptions vary too widely. Public opinion matters too much. Normalization processes are fragile. Iran will continue to exploit seams.

But practical networks are possible.

Shared warning systems are possible. Maritime coordination is possible. Counter-drone and counter-UAS cooperation is possible. Civil-defense planning is possible. Critical infrastructure protection is possible. Quiet intelligence sharing is possible. Emergency energy planning is possible. Industrial partnerships are possible. Regional crisis hotlines are possible. AI-enabled decision-support systems are possible.

The key is to build these systems before the next crisis.

The next Middle East crisis may not begin with a dramatic invasion. It may begin with a drone strike, a maritime incident, a cyberattack, a militia attack, a contested ceasefire, a disrupted port, a damaged pipeline, a false video, a social media campaign, or an air-raid alarm in a city that believed it was safe.

When that happens, the question will not be only who has the strongest military.

The question will be who can see the crisis clearly, absorb pressure, protect civilians, defend infrastructure, sustain operations, coordinate with partners, preserve legitimacy, and prevent a local incident from becoming a regional war.

That is integrated resilience.

The Middle East is teaching democratic nations and their partners that security is no longer only about defeating enemies at the front. It is about protecting the entire system behind the front: infrastructure, economy, society, information, alliances, and political will.

Europe’s test is integrated readiness.

The Indo-Pacific’s test is integrated deterrence.

The Middle East’s test is integrated resilience.

All three are part of the same new race for security.

Omer Haim is a Distinguished Fellow at the Gold Institute for International Strategy, a Washington D.C. based foreign policy and defense think tank.

The Indo-Pacific Security Network

Physical and political map of Asia spanning the Indian Ocean to the Pacific

This is the third article in a planned eight-part strategic series by the Gold Institute examining how global conflict is reshaping security, defense, industry, technology, alliances, diplomacy, and strategic decision-making.

Europe is the clearest case study in the new race for security. But the Indo-Pacific may be the most important test of whether democratic nations can adapt before a crisis becomes a war.

Fiction is not strategy, but sometimes it helps clarify strategic risk. In 2034: A Novel of the Next World War, Elliot Ackerman and Admiral James Stavridis imagine how a naval clash in the South China Sea could escalate into a much wider conflict. The value of that scenario does not lie in its ability to predict the future. It lies in the warning it offers: great wars can begin with local incidents, misread signals, and decision-makers who believe they can still control escalation.

The Indo-Pacific is not Europe. It does not have a NATO-like alliance structure, a single collective-defense framework, or a continental security architecture. It is larger, more maritime, more geographically dispersed, economically exposed, and politically diverse. Its geography is defined by oceans, island chains, chokepoints, ports, undersea cables, energy routes, and long distances. Its security problems stretch from the Taiwan Strait to the South China Sea, from the Korean Peninsula to the East China Sea, from the Indian Ocean to the Pacific Islands.

Europe’s problem is how to rebuild integrated readiness after decades of underinvestment. The Indo-Pacific’s problem is how to build integrated deterrence across a region where the threat is distributed, the partners are diverse, and the security architecture is still evolving.

The central challenge is China.

China’s military modernization, maritime pressure, missile forces, cyber capabilities, economic leverage, defense-industrial expansion, and coercive behavior are forcing governments across the region to rethink deterrence. Japan, Australia, South Korea, the Philippines, Taiwan, India, and others are not responding in identical ways, but they are reaching a similar conclusion: the old model is no longer enough.

For decades, the United States operated in the region through a “hub-and-spokes” alliance system. Washington served as the hub, with bilateral alliances connecting the United States to Japan, South Korea, Australia, the Philippines, Thailand, and other partners. That model gave the United States enormous influence and provided allies with access to American military power, intelligence, logistics, technology, and deterrence.

But the hub-and-spokes model was built for a different era. It was designed when many U.S. allies had limited security cooperation with each other, when China was weaker, and when the United States could assume a more dominant regional posture. Today, China is more capable. The U.S. military is stretched across multiple theaters. Allies are more anxious about American bandwidth. Regional partners are more willing to cooperate directly with one another. Technology, supply chains, and the defense industry are becoming as important as formal treaties.

A recent U.S. strategic recalibration makes this shift even more significant.

Washington is moving toward a narrower military emphasis on conventional deterrence in the Pacific, especially along the First Island Chain: Taiwan, Japan, and the Philippines. The decision to restore the historical name U.S. Pacific Command, after years of using U.S. Indo-Pacific Command, is more than a bureaucratic change. The command’s geographic area may remain the same, but the signal is clear: the United States is emphasizing the Pacific theater as the center of gravity for conventional deterrence against China.

This does not mean the broader Indo-Pacific has disappeared.

On the contrary, the more the United States concentrates its military focus on the Pacific, the more important the wider regional network becomes. If Washington prioritizes Taiwan, Japan, and the Philippines, then the Indian Ocean, Southeast Asia, Australia, and the Pacific Islands cannot be left strategically empty. They must be carried by a wider web of partners, middle powers, maritime cooperation, economic security arrangements, and defense-industrial ties.

This is the new burden-sharing logic of the region.

The United States will remain essential, but it is increasingly signaling that allies and partners must carry more responsibility for conventional defense in their own sub-regions. Washington can convene, enable, support, arm, train, coordinate, and deter. But it cannot anchor every security problem alone.

That is why the Indo-Pacific is moving from a hub-and-spokes model toward a networked security architecture.

This does not mean an “Asian NATO.” That phrase is misleading. The region is too diverse, too geographically dispersed, and too politically complex for a single NATO-style alliance. Many regional states do not want to choose openly between Washington and Beijing. ASEAN countries have different threat perceptions. India values strategic autonomy. South Korea is focused on North Korea and China. Japan is becoming more active, but still operates under political constraints. Australia is deeply aligned with the United States, but must manage geography, industrial capacity, and regional diplomacy. The Philippines faces direct pressure in the South China Sea but must balance domestic politics and economic exposure.

The more realistic model is not a single alliance. It is a network.

This network includes U.S. bilateral alliances, AUKUS, the Quad, Japan-Australia cooperation, Japan-Philippines cooperation, U.S.-Japan-South Korea cooperation, India-Australia ties, maritime cooperation with Southeast Asian partners, growing Indo-Pacific-Europe defense cooperation, and expanding defense-industrial and technology partnerships. The network is not neat. It is uneven and incomplete. But it reflects the region’s direction.

Japan’s transformation is one of the most important strategic developments in the Indo-Pacific. For decades, Japan’s postwar security posture was cautious, constrained, and defensive. That posture is changing. Tokyo is raising defense spending, investing in long-range strike, strengthening missile defense, expanding cyber and space capabilities, deepening cooperation with the United States, building new security ties with Australia, the Philippines, India, South Korea, Vietnam, and other Southeast Asian partners, and gradually opening space for defense-industrial exports and cooperation.

Japan is no longer only a protected ally. It is becoming a security connector.

Japan sits at the heart of the First Island Chain, close to Taiwan, the East China Sea, the Korean Peninsula, and the Western Pacific. Its geography makes it central to any regional contingency. Its technology base, industrial capacity, maritime forces, and alliance with the United States make it one of the most important actors in the Indo-Pacific security network.

But Japan also shows the difference between spending and capability. Its defense buildup is significant, but the practical question is whether Tokyo can convert budgets into long-range strike weapons, air defense, cyber defense, sustainment capacity, and usable regional deterrence without losing public legitimacy.

Australia represents another model.

Australia is no longer only a distant rear-area partner. Its geography still gives it strategic depth, but distance is no longer protection. China’s expanding long-range strike, cyber, maritime, space, and undersea capabilities mean that Australia must increasingly think of itself as part of the operational theater, not only a support base behind it.

Australia’s role is therefore changing. It is becoming a logistics platform, industrial partner, intelligence partner, maritime hub, northern deterrence anchor, and undersea-power center for the broader coalition system. Its importance lies not only in what it can contribute to allied operations abroad, but in whether it can defend its own approaches, protect critical infrastructure, sustain operations from its territory, and help maintain a favorable balance of power in the Indo-Pacific.

AUKUS shows why this matters. It is often discussed as a submarine agreement, but it is more than that. It is a defense-industrial and technology-integration project linking undersea capabilities, shipyard investment, sustainment infrastructure, supply chains, cyber, artificial intelligence, quantum technologies, electronic warfare, and advanced defense cooperation.

In this sense, AUKUS is not only about platforms. It is about building strategic depth.

Australia also illustrates how the Indo-Pacific threat is expanding. Future pressure may target not only ships and bases, but also undersea cables, ports, trade routes, fuel networks, satellite links, energy flows, and digital infrastructure. That is why Australia’s investments in local ammunition production, sustainment infrastructure, undersea cooperation, northern basing, and defense-industrial capacity matter. They are part of the wider network’s resilience.

The Philippines shows a third model: frontline pressure.

The Philippines faces direct maritime coercion in the South China Sea. Its vessels, fishermen, coast guard, and military forces operate under constant pressure from China’s maritime militia, coast guard, and navy. This is a daily contest over access, sovereignty, law, and control.

The response has been a rapid strengthening of defense cooperation with the United States, Japan, Australia, and other partners. Joint maritime exercises, expanded access arrangements, information sharing, and operational cooperation are becoming increasingly important as the South China Sea tests whether rules, alliances, and maritime access can withstand gray-zone pressure.

The Philippines also reveals one of the central lessons of the Indo-Pacific: deterrence cannot be only about major war. It must also be about daily resilience against coercion below the threshold of open conflict.

South Korea brings another layer. Its primary security concern remains North Korea, but it is also increasingly relevant to the wider Indo-Pacific security network. South Korea is a defense-industrial power, a shipbuilding leader, a semiconductor power, and an increasingly important arms exporter.

South Korea’s role in the new security race is not only military. It is industrial.

The war in Ukraine and the rearmament of Europe have confirmed the importance of countries capable of producing at scale. South Korea’s defense industry gives Seoul influence beyond the Korean Peninsula and shows how industrial capacity can become a strategic asset. But the more South Korea contributes to regional and global security, the more it must manage risk with China, maintain readiness against North Korea, and navigate domestic political debate over its role in the region.

India represents a different kind of partner.

India is not a U.S. treaty ally. It values strategic autonomy and will not simply fit into an American-led alliance structure. But India is central to the Indo-Pacific because of its geography, population, economy, military scale, maritime position, and rivalry with China.

This becomes even more important if Washington narrows its conventional military focus toward the Pacific. The Indian Ocean does not become less important because the United States uses a more Pacific-centered frame. It becomes more dependent on India and other regional actors.

China continues to expand its maritime infrastructure, port access, naval deployments, and economic power across the Indian Ocean. India’s role is therefore not only to participate in the Quad. It is to help anchor the Indian Ocean side of the broader strategic map while preserving strategic sovereignty.

India’s investment in missile defense, anti-ship missiles, indigenous defense production and export, and maritime capabilities reflects this logic. New Delhi is preparing for a security environment in which it must deter China on land, compete at sea, protect its energy routes, and preserve strategic autonomy while cooperating more closely with other partners.

This is why the Indo-Pacific network must be flexible.

The most important regional cooperation will not always take the form of a formal alliance. It may involve maritime domain awareness, logistics agreements, intelligence sharing, exercises, port access, technology partnerships, critical minerals, defense production, and crisis coordination. The strategic value lies in practical alignment, not identical political positions.

Taiwan is the most dangerous flashpoint.

A conflict over Taiwan would not be only a local war. It would test the credibility of U.S. deterrence, the resilience of Taiwan’s society, the readiness of Japan and other regional partners, the survivability of supply chains, the security of sea lanes, the global semiconductor economy, and the ability of democratic coalitions to coordinate under extreme pressure.

Taiwan’s defense challenge is urgent and unforgiving. It must strengthen resilience, harden infrastructure, invest in asymmetric capabilities, expand drone and missile production, improve civil defense, protect communications, and prepare for coercion, blockade, cyberattack, disinformation, and direct military pressure.

Taiwan’s recent emphasis on combat-readiness training reflects this reality. The issue is not only whether Taiwan can acquire more weapons. It is whether its forces can move quickly from peacetime posture to wartime operations, maintain command and control under pressure, sustain logistics, protect critical infrastructure, and operate in a degraded information environment — including in a conflict that could become longer and more exhausting than many planners assume.

Taiwan’s use of open-source reporting and public information tools to monitor Chinese military activity also reflects a wider trend. Deterrence increasingly depends not only on classified intelligence but also on public awareness, civil participation, information resilience, and the ability to expose coercion in real time.

The war in Ukraine has made this lesson impossible to ignore.

The Indo-Pacific is watching Ukraine closely. Regional militaries have seen how drones, electronic warfare, long-range strike, dispersed operations, rapid innovation, commercial technology, and industrial endurance can shape a war. They have also seen the danger of insufficient stockpiles, slow production, fragile supply chains, and delayed decision-making.

Ukraine’s long-range drone campaign against Russian refineries, fuel infrastructure, rail links, and military production facilities carries lessons for the Indo-Pacific. Modern war is also about disrupting the logistics, energy, fuel, repair, and transportation networks that keep a war machine functioning. In a maritime theater, ports, fuel depots, air bases, shipyards, undersea cables, logistics hubs, and energy corridors would all become strategic targets.

But the Indo-Pacific is not Ukraine.

A conflict in the Indo-Pacific would be more maritime, more missile-heavy, more dependent on air and naval power, more connected to economic flows, and more exposed to escalation among major powers. It would involve vast distances, contested logistics, undersea warfare, space systems, cyber operations, and long-range precision strike. It could affect energy flows, shipping, semiconductors, insurance markets, ports, and global trade almost immediately.

This is why the Indo-Pacific security race is not only a military race. It is a systems race.

Defense spending in the region is rising. China remains the dominant driver, while Japan, South Korea, Taiwan, Australia, and India are all increasing or modernizing defense investments in different ways. The region is investing in submarines, missiles, air defense, drones, cyber capabilities, space, naval forces, surveillance, electronic warfare, and critical infrastructure.

But money alone will not decide the outcome.

The decisive question is whether Indo-Pacific partners can integrate.

Can Japan and Australia operate together more effectively? Can Japan and South Korea sustain strategic cooperation despite historical and political tensions? Can the United States and the Philippines build real combat readiness, not only access agreements? Can Australia become a sustainment hub for undersea and long-range operations? Can India anchor the Indian Ocean while cooperating with Pacific partners? Can Taiwan build enough resilience to complicate Chinese planning? Can regional partners share maritime data quickly enough? Can defense industries expand production before a crisis, not after it?

The Indo-Pacific’s defense problem is not fragmentation in the European sense. It is distributed complexity.

The region has many capable actors, but they are separated by distance, threat perception, politics, history, legal frameworks, and different levels of connection with the United States. This makes network-building difficult.

The Indo-Pacific network must therefore be layered.

The first layer is the formal alliance system.

The second layer is minilateral cooperation: AUKUS, the Quad, U.S.-Japan-South Korea cooperation, Japan-Australia cooperation, U.S.-Japan-Philippines cooperation, India-Australia cooperation, and other smaller formats.

The third layer is defense-industrial cooperation: shipyards, submarines, missiles, drones, ammunition, sustainment, software, AI, cyber, and critical technologies.

The fourth layer is economic security: semiconductors, critical minerals, energy routes, port infrastructure, undersea cables, telecommunications, and supply-chain resilience. China’s use of export controls on rare earths, indium, and other critical materials shows why this layer now belongs inside the security debate. A country may have strong alliances and advanced platforms, but if it depends on a rival for the materials needed to produce and sustain them, its security is still exposed.

The fifth layer is decision advantage: intelligence sharing, maritime domain awareness, data fusion, early warning, cyber defense, operational planning, and political coordination.

The sixth layer is social resilience: civil defense, public trust, information resilience, economic endurance, and the ability of democratic societies to withstand coercion and disinformation.

This layered structure is the real Indo-Pacific security network.

The risk is that the network remains too slow, too shallow, or too symbolic.

Exercises are useful, but they are not enough. Statements are useful, but they are not enough. Access agreements are useful, but they are not enough unless they are connected to logistics, stockpiles, command relationships, infrastructure, repair capacity, and political decisions made in advance. Technology partnerships are useful, but only if they move from announcement to production. Defense-industrial cooperation is useful, but only if export controls, classification barriers, procurement rules, and workforce shortages are addressed.

The Indo-Pacific does not need more formats only. It needs more operational integration.

China’s advantage is not only military growth. It is the ability to apply continuous pressure across military, economic, cyber, maritime, diplomatic, and informational domains. Beijing can test one seam at a time: a reef, a patrol, a port, a trade dependency, an election narrative, a cyber vulnerability, an undersea cable, a gray-zone incident.

The response must be equally integrated.

That does not mean matching China action for action. It means building systems that are harder to coerce, isolate, or surprise. It means making it clear that pressure against one partner will generate coordinated diplomatic, informational, economic, and operational responses from others.

The Indo-Pacific security network must therefore be both strong and flexible.

It must be strong enough to deter major aggression. It must be flexible enough to manage gray-zone coercion. It must be open enough to include countries that do not want formal alliances. It must be practical enough to deliver real capabilities. It must be resilient enough to survive political changes in Washington, Tokyo, Canberra, Seoul, Manila, New Delhi, Taipei, and elsewhere.

A single formal alliance is unlikely. A purely bilateral U.S.-led system is no longer sufficient. National defense buildups alone will not solve the problem. What the region needs is a network capable of connecting military power, industrial capacity, intelligence, technology, logistics, economic security, and political will.

The next crisis may not begin with a dramatic invasion. It may begin with a maritime confrontation, a blockade rehearsal, a cyberattack, a coercive economic measure, a disinformation campaign, a collision at sea, a seizure of a small feature, or a sudden surge of military activity around Taiwan.

When that moment comes, the question will not be whether countries share values in general. The question will be whether they have prepared enough in advance to act together.

Can they see the crisis clearly? Can they share information quickly? Can they move forces and supplies? Can they sustain operations? Can they protect their societies from coercion? Can they coordinate political messages? Can they avoid panic? Can they deny the adversary a quick victory? Can they impose enough uncertainty to prevent aggression in the first place?

That is integrated deterrence.

The Indo-Pacific is teaching democratic nations that alliances must become networks, and networks must become operational.

The future balance in the region will not be determined only by the number of ships, aircraft, missiles, or bases. It will be determined by whether democratic countries can build a security ecosystem that is faster, more resilient, more integrated, and more adaptive than the pressure being applied against it.

Europe’s test is integrated readiness.

The Indo-Pacific’s test is integrated deterrence.

Both are part of the same new race for security.

Omer Haim is a Distinguished Fellow at the Gold Institute for International Strategy, a Washington D.C. based foreign policy and defense think tank.

Trump Steps Into the Iranian Trap. And Europe Capitulates to the Ayatollahs

Mojtaba Khamenei and Donald Trump

(This article was written by Derk Jan Eppink and appeared in Wynia’s Week. Trump zet zijn voet in de Iraanse klem. En Europa capituleert voor de ayatollah’s)

America and Iran are caught in a “peace process” that resembles a game of cat and mouse, in which the mouse leads the house cat astray. The negotiations between the two countries reached, as a first step, a Memorandum of Understanding (MoU) that better deserves the name “Memorandum of Misunderstanding” (MoM). The roles appear reversed. The Islamic Republic of Iran continues to behave as the owner of the “Strait of Hormuz” — a flagrant violation of international law — and in doing so makes a fool of mighty America while the world economy trembles.

Symbolism is often mere appearance. Last week Trump signed the preliminary agreement with Iran at the Palace of Versailles, during a lunch with French President Macron. The MoU consists of 14 points, which calls to mind the Fourteen Points plan of 1918 by American President Woodrow Wilson, as the basis for a peace settlement in Europe after the First World War. Much of it was incorporated into the “Treaty of Versailles” of 1919, the new start for old Europe — a treaty that would lead to a Second World War. Beware of Versailles! Not everything that glitters in mirrors is real.

Party of God

Trump’s fourteen-point plan stumbles already at point 1: “a permanent end on all fronts, including Lebanon.” The last two words appeared under pressure from Iran, which has a crucial ally in Hezbollah in southern Lebanon. This “party of God” is trigger-happy and constantly bombards northern Israel. A cascade followed. Hezbollah, not a party to the US-Iran agreement, shells Israel, which is likewise not a party to the agreement. Israel, out of reflex, shoots back. Iran, which slipped “Lebanon” into the agreement, becomes angry at America, which is supposed to keep Israel under control.

Tehran then threatens to close the Strait of Hormuz, blackmailing the entire world. Trump gets the blame because the fourteen-point plan guarantees “the territorial integrity and sovereignty of Lebanon.” Trump then quarrels with Israeli Prime Minister Netanyahu. And that is exactly what Iran intends. About Iran’s terrorist henchmen — Hezbollah, Hamas, and the Houthis — the MoU says nothing.

Iran plays chess while Trump sits at a checkers board

The rest of the MoU is full of points where, once again, the Americans tear their trousers. For instance, article 2 says that the two treaty parties “must refrain from interfering in each other’s internal affairs.” Iran is the world champion of human-rights violations and the carrying out of death sentences. That is simply “passed over in silence.” The country is a religious-ideological dictatorship and, in the many thousands of years of its existence, has never known a democracy.

America, at 250 years old (congratulations!), is a newcomer. Anyone who ploughs through the history of Iran/Persia sees many invasions, from Greeks to Romans, from Turks to Arabs, and from Mongols to Afghans. Iran survived all its conquerors and now plays a game with America from its own repertoire.

The negotiations have just begun in Switzerland in order to be able to sign a full-fledged treaty within 60 days of the signing of the MoU. In Trump’s words, a “final deal.” There are hot-button issues, such as the permanent keeping-open of the Strait of Hormuz — Iran’s strategic trump card.

There are also goodies for the Iranian regime, such as: a fund of 300 billion dollars for reconstruction and economic development, an end to all sanctions, the immediate export of Iranian oil (largely to China), and the release of internationally frozen Iranian assets, roughly 100 to 120 billion dollars — in the US only 2 billion dollars. Those funds, however, flow mainly to the corrupt Iranian elite.

Nuclear weapons

But there is also a price. Iran “reaffirms that it will not acquire or itself produce nuclear weapons.” Already-enriched uranium must be made less enriched through the technology of downblending, so that it cannot be used for nuclear weapons. The International Atomic Energy Agency (IAEA) in Vienna is to monitor this. For the US this is essential, but it is at the same time the theme on which the Islamic Republic has elevated lying to the highest art. Last June the American air force carried out a major attack with “bunker busters” to blow up storage sites of more highly enriched uranium.

Iran must be content with less enriched uranium, but a nuclear weapon is the life insurance of the political regime. Without nuclear weapons the ayatollahs and the generals of the Islamic Revolutionary Guard Corps (IRGC) would feel naked, unworthy of the Islamic Republic. The bag of tricks remains within reach.

Despite all the American attacks, Iran feels like the winner, because the regime has survived the first round. It is now trying, through negotiations, to wring out more by sowing division.

The Trump-Netanyahu quarrel is a boost for Iran. Squabbling in America is too, because in November come the Midterms. It rarely happens that a sitting president comes through the Midterms well in a second term. The theme: the price of gasoline, essential for a country with great distances. The price of gasoline is now 3.94 dollars per gallon, which comes to 0.87 euro cents per liter; in the Netherlands the tax alone on a liter of gasoline is already higher than this amount. In the US the rule is: expensive gasoline = angry voter. Around mid-August it should become clear whether the great “Deal” will happen, or not.

Regime change

At home Trump faces criticism, of course from the Democrats in the opposition, but also from circles of his own Republicans. A respected senator like Lindsey Graham (70) finds the MoU falls short, as does Senator Tom Cotton (49), a former army officer.

In circles of the American military elite there are considerable reservations. They are puzzled and have the feeling that Trump is letting a crocodile lure him into the water. Trump wants a “deal.” It is mainly retired senior military officers who publicly warn in the media, such as four-star general Jack Keane. He recently said on Fox News: “Iran is not to be trusted, they lie and cheat; we all know that.” Keane: “We have to finish the job.” He wants “regime change.” The Democrats sincerely hope that Trump runs aground on Iran. Many Europeans hope the same.

French capitulation

There are no independent sources in Tehran, but the ruling regime feels stronger. That was evident this past weekend in Paris, where the oppositional National Council of Resistance of Iran (NCRI) organized a mass demonstration against the regime in Tehran.

The Iranian foreign minister, Abbas Araghchi, called his French counterpart Jean-Noël Barrot to complain about the demonstration of around 100,000 Iranian opponents from all over Europe. He added that a bomb attack was not ruled out. Thereupon France revoked the permit for the demonstration and sent all the buses of demonstrators back home. France rarely misses a chance to capitulate.

The rest of Western Europe is little different. German Chancellor Friedrich Merz declared that the confrontation between the US and Iran is not “our war,” though he does demand that the Strait of Hormuz remain open. As if that happens by itself. Great Britain is searching for itself, Spain is outspokenly pro-ayatollah, and with Italian Prime Minister Meloni the cuddling with Trump is over. Yet another unnecessary quarrel by Trump.

The American chief negotiator is the stiff Vice President J.D. Vance; previously it was mainly Secretary of State Marco Rubio. Vance comes from the Midwest, the American heartland, and wrote a book about it: Hillbilly Elegy (Lament). Rubio has Cuban parents and has a better feel for the outside world, but does not lead the dance.

The roadmap is becoming a hurdle race, under time pressure — not so much for Iran, but indeed for America.

Derk Jan Eppink is a Senior Fellow at the Gold Institute for International Strategy, a Washington D.C.-based foreign policy and defense think tank.