By Eric Vandenbroeck and co-workers
The New Autocratic Alliances
The U.S. alliance system:
there’s never been anything quite like it. Ancient Athens helmed the Delian
League. German Chancellor Otto von Bismarck skillfully played Europe’s alliance
game in the nineteenth century. The coalitions that won the world wars were
nearly global in scope. But no peacetime alliance network has been so
expansive, enduring, and effective as the one Washington has led since World
War II. The U.S. alliance system has pacified what once were killing fields; it
has forged a balance of power that favors the democracies.
Yet the existence—and
achievements—of that system may actually make it harder for Americans to
understand the challenge they now confront. Across the Eurasian landmass,
Washington’s enemies are joining hands. China and Russia have a “no-limits”
strategic partnership. Iran and Russia are enhancing a military relationship
that U.S. officials deem a “profound threat” to the “whole world.” Illiberal
friendships between Moscow and Pyongyang, and Beijing and Tehran, are
flourishing. Americans may wonder if these interlocking relationships will
someday add up to a formal alliance of U.S. enemies—the mirror image of the
institutions Washington itself leads. Whatever the answer, it’s the wrong
question to ask.
When Americans think
of alliances, they usually think of their own alliances—formal, highly
institutionalized relationships among countries that are linked by binding
security guarantees as well as genuine friendship and trust. But alliances, as
history reminds us, can serve many purposes and take many forms.
Some alliances are
nothing more than nonaggression pacts that allow predators to devour their prey
rather than devouring one another. Some alliances are military-technological
partnerships in which countries build and share the capabilities they need to shatter
the status quo. Some of the world’s most destructive alliances featured little
coordination and even less affection: they were simply rough agreements to
assail the existing order from all sides. Alliances can be secret or overt,
formal or informal. They can be devoted to preserving the peace or abetting
aggression. An alliance is merely a combination of states that seeks shared
objectives. And relationships that seemed far less impressive than today’s U.S.
alliances have caused geopolitical earthquakes in the past.
That’s the key to
understanding the relationships among U.S. antagonists today. These
relationships may be ambiguous and ambivalent. They may lack formal defense
guarantees. But they still augment the military power revisionist states can
muster and reduce the strategic isolation those countries might otherwise face.
They intensify pressure on an imperiled international system by helping their
members contest U.S. power on many fronts at once. And were U.S. antagonists to
expand their cooperation in the future—by sharing more advanced defense
technology or collaborating more extensively in crisis or conflict—they could
upset the global equilibrium in even more disturbing ways. The United States
may never face a single, full-fledged league of villains. But it wouldn’t take
an illiberal, revisionist version of NATO to cause an overstretched superpower
fits.
America’s Exceptional Alliances
Alliances are shaped
by their circumstances, and U.S. alliances—namely, NATO and Washington’s
Indo-Pacific alliances—are products of the early Cold War. Back then, the
United States faced the dual dilemma of containing the Soviet Union and
suppressing the tensions that had twice ripped the Western world apart. The
contours of U.S. alliances have always reflected these founding facts.
For one thing, U.S.
alliances are defensive pacts meant to prevent aggression, not
perpetrate it. Washington originally structured its alliances so their members
could not use them as vehicles for territorial revanchism; when American
alliances have expanded, they have done so with the consent of new members.
U.S. alliances are also nuclear alliances: since the only way a distant
superpower could check the Red Army was to threaten nuclear escalation, issues
of nuclear strategy have dominated alliance politics from the outset. For
related reasons, U.S. alliances are asymmetric. Washington has long shouldered
an unequal share of the military burden, especially on nuclear matters, to
avoid a scenario in which countries such as Germany or Japan might destabilize
their regions—and terrify their former victims—by building full-spectrum
defense capabilities of their own.
This point
notwithstanding, U.S. alliances are deeply institutionalized: they feature
remarkable cooperation and interoperability developed through decades of
training to fight as a team. U.S. alliances are also democratic; they have
survived for so long because their foremost members have a shared, enduring
stake in preserving a world safe for liberalism. Finally, U.S. alliances are sanctified
in written treaties and public pledges of commitment. That’s natural, because
democracies cannot easily make secret treaties. It’s also vital because the
beating heart of every U.S. alliance is Washington’s promise to aid its friends
if they are attacked.
These features have
made U.S. alliances tremendously attractive, effective, and stabilizing—which
is why Europe and East Asia have been so peaceful since World War II and why
Washington has more trouble keeping prospective members out than luring them in.
But they also influence Americans’ views of alliances in ways that aren’t
always helpful in understanding the modern world. After all, there is no rule
that alliances must look like Washington’s—and some of history’s most
pernicious alliances have not.
The Predators’ Pacts
Today isn’t the first
time the world’s most aggressive states have made common cause. During the
mid-twentieth century, an array of revisionist powers forged malign
combinations to aid their serial assaults on the status quo.
In 1922, a still
democratic Weimar Germany and the Soviet Union signed the Rapallo Pact, which
promoted cooperation between these two losers of World War I. Between 1936 and
1940, fascist Italy, Nazi Germany, and imperial Japan inked agreements
culminating in the Tripartite Pact, a loose alliance committed to achieving a
totalitarian “new order of things” around the world. Along the way, Berlin and
Moscow sealed the Molotov-Ribbentrop Pact, a nonaggression treaty that included
protocols on trade and the division of Eastern Europe. And after a hot war gave
way to the Cold War, Soviet leader Joseph Stalin and Chinese leader Mao Zedong
negotiated a Sino-Soviet alliance that linked the two communist giants in their
fight against the capitalist world.
These were some of
history’s most dysfunctional, ill-fated partnerships. In several cases, they
were temporary truces between deadly rivals. In no case was there anything like
the deep cooperation and strategic sympathy that distinguish U.S. alliances today.
This isn’t surprising: regimes as vicious and ambitious as Adolf Hitler’s
Germany, Stalin’s Soviet Union, and Mao’s China shared little more than a
desire to turn the world on its head. Yet this history is valuable because it
shows how even the most transitory, tension-ridden partnerships can rupture the
existing order, generating strong pressures in support of aggressive designs.
The Rapallo Pact was
no full-fledged alliance: it was principally a détente in Eastern Europe, the
region into which both Germany and the Soviet Union hoped to eventually expand.
But the pact and the secret protocols that accompanied it turbocharged disruptive
military innovation by international outcasts—Germany especially. At sites
hidden within the Soviet interior, Germany began developing the tanks and
planes the Treaty of Versailles had denied it, as well as operational concepts
it would later use to great effect. This covert partnership collapsed when
Hitler took power, but not before giving him a vital, deadly head start in
Europe’s race to rearm in the 1930s.
Other revisionist
pacts lowered the costs of aggression by reducing the isolation its perpetrators
might otherwise have faced. The Molotov-Ribbentrop Pact—the “new Rapallo”
Hitler signed with Stalin on the eve of World War II—lasted less than two
years. But during that period, it shielded Germany from the effects of the
British blockade by giving it access to Soviet foodstuffs, minerals, and energy
and by providing a conduit through which Hitler could access Japan’s growing
empire in Asia. Molotov-Ribbentrop enabled Germany’s rampage through Europe by
making much of Eurasia an economic hinterland for Berlin.
Molotov-Ribbentrop
also enabled violent aggrandizement on one front by taming tensions on others;
in this sense, it was a nonaggression treaty that encouraged world-shattering
aggression. The pact set off World War II in Europe by assuring Hitler that he
could fight Poland and the Western democracies without interference from the
Soviet Union—and by setting off Soviet land grabs from Finland to Bessarabia by
assuring Stalin that he could reorder his periphery without interference from
Berlin. For two crucial years, Molotov-Ribbentrop made Europe a paradise for
predators by freeing them from the threat of conflict with each other.
Revisionist pacts
also backstopped aggressive behavior by creating solidarity in crises. The
partnership between Nazi Germany and Italy was often uneasy. But during crises
over Austria and Czechoslovakia in 1938, Hitler was emboldened, and France and
the United Kingdom were hamstrung, by the knowledge that Italian leader Benito
Mussolini—who had earlier opposed German expansion—now stood behind him. The
Sino-Soviet alliance offers another example. After Chinese intervention in the
Korean War in 1950, the United States had to pull its punches—refraining from
striking targets in China, for instance—for fear of starting a fight with
Moscow.
Finally, revisionist
alliances created multiplier effects by battering the status quo on several
fronts at once. After signing the Sino-Soviet pact, Stalin and Mao sealed a
division of revolutionary labor—Beijing pushed the communist cause with new
energy in Asia, and Moscow focused on Europe—that forced agonizing debates over
resources and priorities in Washington. Yet even absent formal coordination,
advances by one revisionist made opportunities for others. During the late
1930s, the United Kingdom hesitated to draw a hard line against Germany in
Europe because it faced danger from Italy in the Mediterranean and Japan in
Asia. The fascist powers helped one another simply by destabilizing a system
suffering from too many threats.
The New Revisionist Pacts
Cataloging the
destruction caused by an earlier set of revisionist alliances provides insight
into what really matters about the combinations taking shape today. These
combinations are numerous and deepening. An ever-expanding Chinese-Russian
partnership unites Eurasia’s two largest, most ambitious states. In Russia’s
long-standing relationships with Pyongyang and Tehran, aid and influence now
flow both ways. China is drawing closer to Iran, to complement its decades-old
alliance with North Korea. For years, Pyongyang and Tehran have collaborated to
make missiles and mischief. This isn’t a single revisionist coalition. It is a
more complex web of ties among autocratic powers that aim to reorder their
regions and, thereby, reorder the world.
These relationships
profit from proximity. During World War II, vast distances across hostile
oceans impeded cooperation between Germany and Japan. But Russia, China, and
North Korea share land borders with one another. Iran can reach Russia via
inland sea. This invulnerability to interdiction facilitates ties among
Eurasia’s revisionists—just as the war in Ukraine pushes them closer together
by making Russia more dependent on, and willing to cut deals with, its
autocratic brethren.
These relationships
have their limits. Of the Eurasian revisionists, only China and North Korea
have a formal defense treaty. Military cooperation is expanding, but none of
these partnerships remotely rival NATO in interoperability or institutionalized
cooperation. That’s partly because historical tensions and mistrust are
pervasive: as one example, China still occasionally claims territory Russia
considers its own. But even so, revisionist collaborations are producing some
familiar effects.
Take, for example,
the way that Chinese-Russian collaboration is turbocharging disruptive military
innovation. Although China has been under Western arms embargoes since 1989,
its record-breaking military modernization has benefited from purchases of Russian
aircraft, missiles, and air defenses. Today, China and Russia are pursuing the
joint development of helicopters, conventional attack submarines, missiles, and
missile-launch early warning systems. Their cooperation increasingly includes
shadowy coproduction and technology-sharing initiatives rather than simply the
transfer of finished capabilities. If the United States one day fights China,
it will be fighting a foe whose capabilities have been materially enhanced by
Moscow.
Meanwhile, Russia’s
defense technology relationships with other Eurasian autocracies are
flourishing. Iran has sold Russia missiles and drones for use in Ukraine, even
helping it build facilities that can produce the latter at the scale modern war
demands. Russia, in exchange, has reportedly committed to delivering advanced
air defenses, fighter aircraft, and other capabilities to Iran that could
change the balance in the ever-contested Middle East. As in the Rapallo era,
revisionist states are helping each other build up the military power they need
to tear down the status quo.
Revisionist alliances
are also—once again—making aggression less costly by mitigating the strategic
isolation aggressors might otherwise face. Despite Western sanctions and
horrific military losses, Russia has sustained its war in Ukraine thanks to the
drones, shells, and missiles Tehran and Pyongyang have provided. Russian
President Vladimir Putin’s economy has stayed afloat because China has absorbed
Russian exports and provided Moscow with microchips and other dual-use goods.
Just as Hitler once relied on Eurasian resources to thwart the British
blockade, Putin now relies on China to blunt the economic harms of
confrontation with the West. Expect more of this, as the revisionists cultivate
networks—whether the International North-South Transport Corridor connecting
Iran and Russia or the Eurasian commercial and financial bloc Beijing is
constructing—to keep their commerce beyond Washington’s reach.
These relationships,
additionally, are maximizing the risk of violent instability on some frontiers
by minimizing it on others. The Chinese-Russian border was once the world’s
most militarized. Today, however, a de facto nonaggression pact has freed Putin
from the threat of conflict with China, allowing him to hurl nearly his entire
army at Ukraine. China, too, can push harder against U.S. positions in maritime
Asia because it has a friendly Russia to its rear. Beijing and Moscow don’t
need to fight shoulder to shoulder, as Washington does with its allies, if they
fight back to back against the liberal world.
The same friendships
are delivering another disruptive benefit by increasing the prospect of
autocratic solidarity in crises. For decades, North Korea’s alliance with China
has constrained Washington from responding more firmly to its provocations.
More recently, North Korean leader Kim Jong Un’s
increasing belligerence may be fueled by an expectation (warranted or not) that
Putin will have his back. Likewise, in a future showdown over Iran’s nuclear
program, Tehran’s booming military partnership with Moscow could give it
stronger diplomatic support—and better arms—with which to resist. China and
Russia, for their part, are conducting military exercises in potential conflict
zones from the Baltic to the western Pacific. These activities may be meant to
signal that one revisionist power won’t simply sit on the sidelines as
Washington deals with another.
Not least, the
revisionists enjoy a perverse symbiosis by weakening the international order
from several directions at once. Russia is brutalizing Ukraine and threatening
eastern Europe, as Iran and its proxies sow violent disorder across the Middle
East. China grows more menacing in the Pacific, as North Korea drives its
missile and nuclear programs forward. All this creates a pervasive sense that
global order is eroding. It also poses sharp dilemmas for Washington: witness
U.S. debates over Ukraine versus Taiwan, today’s actual wars versus tomorrow’s
prospective ones. As during the 1930s, Eurasia’s autocracies help one another
by overtaxing their common foe.
Trouble To Come
American analysts
still sometimes refer to relationships among U.S. adversaries as “alliances of
convenience,” the implication being that clever diplomacy can precipitate a
divorce. That’s unlikely to happen any time soon. The Eurasian autocracies are
united by illiberal governance and hostility to U.S. power. If anything,
growing international tensions are giving them stronger reasons for mutual
support. Indeed, a Russia that remains isolated from the West will have little
choice but to lean into partnerships with China, Iran, and North Korea. The
United States may be able, periodically, to slow this process—as it did in
2022–23 by threatening China with harsh sanctions if it gave Russia lethal aid
in Ukraine—but it probably can’t reverse the larger trend. And even if today’s
revisionist ties never amount to a full-blown Eurasian alliance, they could
plausibly evolve in ways that would strain U.S. power more severely.
More sensitive
cooperation could make for more startling military breakthroughs. Russian
technology will reportedly figure in China’s next-generation attack submarine,
albeit through a process of “imitative innovation” rather than direct transfer.
If Russia someday provides China—whose subs are still noisy and vulnerable—with
state-of-the-art quieting technology, it could undercut U.S. advantages in one
domain in which Washington still has outright supremacy over Beijing. Likewise,
South Korean officials fear the payoff for North Korea’s arms shipments to
Russia might be Russian aid to North Korea’s space, nuclear, and missile
programs—which could help those programs advance faster than U.S. analysts
expect. More broadly, as military cooperation morphs into coproduction or
technology transfers, as opposed to the sale of finished weapons, it becomes
harder to monitor—and increases the chances of capability jumps that catch
outside observers off-guard.
Eurasia’s
revisionists could create further dilemmas by cooperating more closely in
crises. If Russia deployed naval forces in the East China Sea amid high
U.S.-Chinese tensions—or if Moscow and Beijing sent vessels to the Persian Gulf
during a crisis between Iran and the West—they could make the operational
theater more complicated for U.S. forces, raising the risk that a fight with
one might trigger unwanted escalation with others. The revisionist powers could
even aid each one another in outright war.
In a U.S.-Chinese
conflict, Russia could conduct cyber-operations against U.S. logistics and
infrastructure to make it harder for Washington to mobilize and project power.
One revisionist power could fill critical capability gaps, whether by
resupplying a friend when key munitions run low or—as China has done in
Ukraine—providing vital components that don’t quite qualify as “lethal” aid. Or
it might posture forces in threatening ways. During a fight between the United
States and China, Russia would only have to move forces menacingly toward
eastern Europe to make Washington account for the likelihood of conflicts on
two fronts.
The Eurasian
autocracies surely don’t wish to die for one another. But they presumably
understand that a crushing American victory over one would leave the remainder
more vulnerable. So they might try to help themselves by helping one another—if
they can do so without plunging directly and overtly into the fight.
Thinking Ahead
Ties between Eurasian
revisionists may not look like alliances as Americans typically understand
them, but they have plenty of alliance-like effects. This isn’t an entirely bad
thing for Washington: the closer U.S. antagonists get, the more one’s bad behavior
tarnishes the others. Since 2022, for instance, China’s image in Europe has
suffered because Beijing tied itself so closely to Putin’s war in Ukraine. The
opportunity, then, is to use adversary alignment to accelerate Washington’s own
coalition-building efforts, just as the United States used the blowback from
Russia’s invasion to induce greater European realism about China. Doing so will
be critical, because today’s revisionist pacts are increasing the freedom of
action U.S. rivals enjoy and the capabilities they wield. The United States
must get used to a world in which the links among its rivals magnify the
challenges that, they individually and collectively pose.
This is an
intellectual and analytical challenge as much as anything else. For example,
the United States may need to revise assessments of how long its adversaries
will take to reach key military milestones, given the help they are
receiving—or could receive—from their friends. Washington must also rethink
assumptions that it will face adversaries one-on-one in a crisis or conflict
and account for the aid—covert or overt, kinetic or non-kinetic, enthusiastic
or grudging—other revisionist powers could render as tensions escalate. The
United States especially needs to wrestle with the risk that adversary
relationships will promote a certain globalization of conflict—that the country
could end up facing multiple, interlocking regional struggles against adversaries
that cooperate in important, sometimes subtle ways.
Finally, U.S.
officials should consider how these rivals’ partnerships could evolve in
unexpected or nonlinear ways. Recent history is instructive. Although the
Chinese-Russian strategic relationship has arisen over decades, that
relationship—to say nothing of Moscow’s ties to Pyongyang and Tehran—has
ripened considerably during the war in Ukraine. How might a future crisis over
Taiwan, which triggers sharp U.S. sanctions on China, affect Beijing’s
cost-benefit analysis regarding a still deeper alliance with Russia? Or how
might a more thorough breakdown of order in one region tempt revisionist powers
to intensify their campaigns in others?
Thinking through such
scenarios is, unavoidably, an exercise in speculation. It is also an
intellectual hedge against a future in which relationships—many of which have
already exceeded U.S. expectations—continue to develop in disturbing ways. In
the years ahead, the challenge of adversary alignment may well be inevitable.
The degree to which it surprises is not.
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