La Vigie Nr 188 : A difficult awakening | Attrition in Ukraine | Lorgnette : Economic backlash

Letter from La Vigie dated 16 March 2022

Difficult awakening from a long strategic sleep

Ukraine is the revelation of the strategic sleep of the Euro-Atlantic world seeing a threat suddenly appearing on its doorstep. The outsourcing of defence, the primacy of economic factors, the prevalence of national interest: these are all reasons for this abstention. Does the EU still have a heart for strategy after years of lethargy?

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Attrition in Ukraine

The armed conflict in Ukraine is in its third week of fighting. The strategist observes it from multiple angles: first of all, from a military strategy point of view, with several focuses: the course of operations on the ground, aspects of information warfare, the fate of populations or vital infrastructures. He also broadens his view to other aspects, diplomatic or geopolitical, whether they concern Russia, Europe, America or the rest of the world.

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Lorgnette: economic backlash

The economic sanctions are already causing a chain reaction that we do not yet fully understand. They are occurring in an economic context that was already convalescing from the pandemic from which we had not yet fully recovered. Now, the sanctions against Russia are hitting us and many countries around the world as a backlash.

First and foremost, the hydrocarbon market (oil and gas) is permanently affected. No supplier can replace Russia in the short or medium term, contrary to what some hope. The decisions taken in favour of electricity and against nuclear power are a clear obstacle here. In addition to this rise in costs, the fall in the euro is aggravating inflation.

The situation for cereals (wheat, maize, sunflower, nitrogen fertilisers) is even more worrying, as the sanctions affect Russia, while Ukraine can no longer export (and will soon be unable to sow). Many countries in Africa and Asia are likely to experience a violent food crisis, not to mention our farmers. It is not only Russia that will be affected by the sanctions.

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JOCVP

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LV 131 : Sahel : just before the rubble | EastMed and gas | Lorgnette : Challenges of DG Defence

Letter from La Vigie dated 11 December 2019

Sahel: just before the rubble

The motives put forward by some (economic interests) or others (fight against terrorism) are struggling to convince of the French strategy in the Sahel. As a result, because we define the enemy poorly, we are stalling, knowing that the authorities in the region do not have the same priorities as France. This addition of misperceptions, false pretenses, miscalculations and misunderstandings hinders many initiatives. It is time to make a real diagnosis and start from the bottom.

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Eastmed (Medor ) and gas

The geopolitics of the eastern Mediterranean is now stimulated by the abundance of natural gas that has recently been found on its seabed. The region’s balances are all the more affected by this as the liquefaction of LNG from this gas now allows its production, diffusion and storage in situ, certainly with heavy investments. This rapid evolution creates a strategic dynamic of competitions, alliances and cooperation that has a strong impact not only on the local residents but also on the region near the Levant and even on the green economy, whose regional situation is changing.

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Lorgnette: challenges for DG Defence

The new European Commission is finally in place and presents its innovations. Among these, a “DG Defence Industry & Space”, named Défis (Defense Industry & Space – Challenges in French) and already named “DG Defence” like the CESDP which was quickly established as a European defence. But collective defence is still NATO for most EU Member States (LV 129), as the President of the Commission pointed out.

The result of the partition of DG Industry, this DG will be a stimulus and an arbiter for the EU’s defence industry. We see it as the spearhead of a reconquest by Europeans of their strategic autonomy, a decisive step on the road to a Security and Defence Union, which is obviously complementary to NATO. With the permanent structured cooperation of the 25/27, the €13 billion FEDEF over 7 years and Galileo, we will thus have a catalogue of structures that will complement the COPS, the EUMS, the EDA and prepare the European army that some see emerging.

To counter the Russian threat and meet the Chinese challenge? We’ll judge on the basis of the evidence. But what has been lacking so far is will and strategy; structures will not replace them.

JOCV

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