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

Illiberal Actors Are on the Move  |  Amichai Magen

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

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

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

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

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

Challenges to Democracy Come From Within |  Didi Kuo

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

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

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

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

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

Ukraine Is Not Fated to Lose |  Steven Pifer

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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The problem, Fayyad said, is that a two-state solution has never been defined with adequate precision. “Part of this is to be expected if something is going to be the product of negotiations,” as was not the case in prior years with proposals such as the Oslo Accords.

On Oct. 7, 2023, Palestinian militants led by Hamas attacked Israel, killing almost 1,200 people, and Israel responded by launching an invasion of Gaza that has killed more than 34,000 Palestinians as of April 2024. With the war ongoing for seven months now, the Palestinian-Israeli conflict goes back many decades to 1948, when Israel was established. The question now is, what does the future hold for Gaza, the Palestinian people, Israel, and stability in the Middle East?

Fayyad raised the issue of what the key organizing principle to determine a future State of Palestine and a peaceful solution with Israel could be.

He said, “That process must be preceded by formal recognition of our rights as a people, our national rights. It's very important. Oslo was not about that. Oslo was very transactional.”

‘Voices in these discussions’

Sallam, a moderator, said in an email prior to the event that “the ongoing war has caused a grave humanitarian catastrophe in Gaza with tens of thousands of deaths, a serious risk of famine, and a pressing public health crisis. It is important for us to advance as many conversations as possible about how we got to this reality and how we can find a peaceful exit out of it. And it is imperative to elevate and center Palestinian voices in these discussions.”

He added, “Dr. Fayyad’s visit to CDDRL’s Program on Arab Reform and Democracy promises to shed light on a host of pressing questions that the Stanford community has been grappling with since last year. It is a timely opportunity to learn, engage, and deliberate.”

Fayyad is an economist who served as minister of finance for the Palestinian Authority from 2002 to 2005 and as prime minister from 2007 to 2013. During his tenure, he introduced a number of economic and governance reforms. Afterward, he founded "Future for Palestine," a nonprofit development foundation. He also worked for the International Monetary Fund, including as the resident representative in the West Bank and Gaza Strip. Currently, he is a Visiting Senior Scholar and Daniella Lipper Coules '95 Distinguished Visitor in Foreign Affairs at the Princeton School of Public Affairs. He is also a distinguished statesman at the Atlantic Council and a distinguished fellow at the Brookings Institution.

Recognition of Rights

Fayyad said that the recognition of Palestinian rights is critical to any future negotiations. “One of the key lessons learned is that it's a mistake to engage in a problematic process that is not defined well in terms of outcome – what it is supposed to lead to if it is not based particularly from our point of view, or on recognition of our national rights as a people? Because so far, we have gotten none of that.”

He added, “I, like many Palestinians, would find it reasonable to engage in a process that could take us there in agreement and through negotiation.”

Fayyad said that if Palestinians' interests and those of all countries in the region are ultimately to live in peace and sustainable harmony, then the process must be recalibrated. “It has to be more principled.”

Asymmetry and Conflict History

Fayyad said that asymmetry exists between Palestinians and Israelis. “You see this everywhere, in terms of power relations, you see it everywhere, all facets of life. You see it on college campuses; you see it everywhere.”

For example, he said that Israel, over 75 years, has built a strong, vibrant economy with a strong military. “So, to deny people (Palestinians) the right to self-determination, which is a right that is absolute for us under international law, just like any other people anywhere in the world,” is asymmetrical.

He noted, “It is equally important, if not more important, for us Palestinians to understand that just because we are the weaker party in this balance of power … that we must actively assume full agency in the act of our liberation. We must.”

During the conversation, Diamond told Fayyad, “Everything you've talked about was challenging enough on Oct. 6.” But, he asked, how have the last seven months after a devastating terrorist attack affected everything, including the war in Gaza that has leveled much of the physical infrastructure of the country? “Where do we go from here?”

Fayyad described Oct. 7 as a “major shock” that has made a solution more difficult and distant than it already was. He added that Israel’s response to eliminate Hamas is likely impossible to extremely unlikely.

A Sisyphean Task

Our freedom is an inalienable right, Fayyad said about the Palestinian people, and it's an inseparable component of them as human beings. 

“As human beings and members of the human race, like everyone, we have that to share with everyone else. You have to have that kind of recalibration.”

Future conversations between Palestinians and Israelis have to begin from the recognition that two equal parties exist to this disagreement, he said. “Not the oppressor, not the oppressed, not the master and the slave. Not the master and the surrogate.”

Fayyad compared the Palestinian-Israeli conflict to a Sisyphean task of sorts. 

“But I never really understood Sisyphus to be an exercise in futility myself,” he said. “You learn something every time that boulder rolls back on. It's really about empowerment. That’s why it is most inspiring to try it. Even if you fail, even if you know you’re going to fail, you learn from it, you learn from it, and you keep pushing that boulder up the hill. There will come a point in time when the stars align for that which is just.”

The Program on Arab Reform and Democracy at the Center on Democracy, Development and the Rule of Law at Stanford University examines the different social and political dynamics within Arab countries and the evolution of their political systems, focusing on the prospects, conditions, and possible pathways for democratic reform in the region.

You have firsthand experience working on policy as a member of the Knesset, Israel’s parliament. What success did you see there, and what challenges remain in addressing environmental issues? 

Israeli politics is quite polarized, not unlike the U.S., but issues relating to the environment generally enjoy support from all political parties. I did a lot of work with partners on the Israeli right and amongst religious politicians to engage them and receive support for a green agenda. The press made a big deal about this “bi-partisan” orientation, but it feels very natural to me. Regardless of people’s political orientation, everyone wants their children to breath clean air, drink potable war, and live in a planet with a stable climate.

That being said, I worry that public awareness of these issues remains deficient in Israel even though we are considered a “climate hotspot.” Other issues, particularly those involving security, don’t leave our citizens very much bandwidth to think about other matters, even urgent ones like climate change.

That’s why having a committee that convenes regular meetings and pushes the executive branch to be more conscientious in its mitigation and adaptation efforts from inside government is so critical. While I was serving, we held hearings on increasing shading in urban areas, removing bureaucratic obstacles to installation of “agrovoltaic” systems (solar panels on farmlands), expediting sales of electric vehicles through tax incentives, and many other topics. 

Our paramount objective was to pass a “climate law,” which would provide a statutory basis for the energy transition that needs to be accelerated. This is a step many state and national governments have taken in recent years. Unfortunately, the “Government of Change” that my party was part of in Israel fell apart before this critical legislation could be passed. That’s truly unfortunate. But the cabinet did make a commitment to reach net-zero emissions of greenhouse gases by 2050.  

Ready or not, the climate crisis is here, and making these issues part of the country’s political agenda and keeping them in the spotlight is important. The younger generations know this and are speaking out, and we have a responsibility to make sure they are heard.


What environmental implications does the ongoing war between Hamas and Israel have for the region?

For me, the war is not just about personal security, but also environmental security. Extremist, Islamist forces, and proxies for the Iranian government all threaten the kind of cooperation which is critical for the region.

I am encouraged that not one of my environmental colleagues from Arab countries — including many Palestinian colleagues — has broken off interactions with me since the war began. We continue to do research with a West Bank Palestinian group from Al Quds University about exposures to pharmaceutical products from wastewater reuse. We urgently need more of this kind of cooperation if we are going to address the pressing needs being created by this crisis.

Consider, for example, the groundwater situation in Gaza. When Egypt held the Gaza Strip in the 1960s, the aquifers were contaminated by salt water intrusion from the Mediterranean Sea caused by over pumping. It is absolutely critical that the people of Gaza have desalinated water (like Israel does) both to meet their immediate needs now and as climate-driven droughts continue to change local hydrological conditions in the future. For this to happen, whoever rules Gaza will have to stop investing limited local resources in military weaponry and focus on environmental infrastructure.

The human toll of this war is heartbreaking on all sides. But I believe that when the dust settles, there will be a victory for those who want to work together on critical environmental issues.

How can institutions like Stanford help in addressing these issues?

There’s no question that higher education is evolving. Universities generally divide up their departments according to disciplinary distinctions that were germane at the advent of the twentieth century but often make less sense today. In the fields I work in, it’s common lip service to talk about “interdisciplinary solutions.” But what that actually means in practice is that students need to be given literacy in topics ranging from chemistry and biology to economics, social science, and even aesthetics. I am very impressed with Stanford’s new Doerr School of Sustainability, which is aspiring to serve as an example of how this can be done. 

The course I am currently teaching, “Public Policy and Sustainability Challenges: Israel and the Middle East,” is designed to give the students a sense of what policies appear to work and which ones do not.  For instance, carbon taxes used to be a theoretical idea. But with 61 countries having introduced policies that monetize carbon, we can now dispassionately evaluate these interventions.

The students I see in my class are a healthy mix of MBA and sustainability scholars. They break up into groups of four and serve as consultants for a variety of climate tech companies, applying what they have learned to the real-life regulatory challenges which these promising ventures face. Stanford is preparing leaders, many of whom are committed to working in the climate space. I hope that the class provides them with valuable insights and tools to do this.


Looking to the future, what policies would you like to see put in place to precipitate meaningful action on climate-related issues in both the short and long term?

It is increasingly clear that despite increased global awareness, humanity is not meeting its goals for reducing greenhouse emissions. The population is growing, and billions of people are justifiably seeking a higher standard of living. If we are going to meet the unprecedented challenges posed by the climate crisis, the world as we know it will have to change; we are going to have undergo a complete technological makeover. This means an end to the fossil fuel era, beef as it is raised today, steel, cement, plastics – you name it. And this won’t happen without effective public policies.

One of the things that we started doing in Israel is requiring every school child from kindergarten to grade 12 to take 40 hours of classes about climate related topics during the course of the school year. That’s only a start, but it’s an important one. At Tel Aviv University, ten different departments have collaborated to produce a massive online open class, or “MOOC,” to get that expertise out of the university and into the hands of people. Education, coupled with urgency and action, is crucial. These are the kinds of initiatives that I believe are needed if we are going to see any real progress.