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Our analysis confirms that unequal exchange is a significant driver of global inequality, uneven development, and ecological breakdown.

Today, we are told, the world economy functions as a meritocracy: countries that have strong institutions, good markets, and a steadfast work ethic become rich and successful, while countries that lack these things, or which are hobbled by corruption and bad governance, remain poor. This assumption underpins dominant perspectives in the field of international development (Sachs, 2005, Collier, 2007, Rostow, 1990, Moyo, 2010, Calderisi, 2007, Acemoglu and Robinson, 2012), and is reinforced by the rhetoric, common among neoclassical economists, that free-trade globalization has created an “even playing field”.

Emmanuel and Amin argued that unequal exchange enables a “hidden transfer of value” from the global South to the global North, or from periphery to core, which takes place subtly and almost invisibly, without the overt coercion of the colonial apparatus and therefore without provoking moral outrage. Prices are naturalized on the grounds that they represent “utility”, or “value”, or the outcome of “market mechanisms” such as supply and demand, obscuring the extent to which they are determined by power imbalances in the global political economy. Price differentials in international trade therefore function as an effective method of maintaining the patterns of appropriation that once overtly defined the colonial economy, allowing blame for “underdevelopment” to be shifted onto the victims.

Historians have demonstrated that the rise of Western Europe depended in large part on natural resources and labour forcibly appropriated from the global South during the colonial period, on a vast scale. Spain extracted gold and silver from the Andes, Portugal extracted sugar from Brazil, France extracted fossil fuels, minerals and agricultural products from West Africa, Belgium extracted rubber from the Congo; and Britain extracted cotton, opium, grain, timber, tea and countless other commodities from its colonies around the world – all of which entailed the exploitation of Southern labour on coercive terms, including through mass enslavement and indenture. This pattern of appropriation was central to Europe’s industrial growth, and to financing the expansion and industrialization of European settler colonies, including Canada, Australia, New Zealand and the United States, which went on to develop similarly imperialist orientations toward the South (e.g., Naoroji, 1902, Pomeranz, 2000, Beckert, 2015, Moore, 2015, Bhambra, 2017, Patnaik, 2018, Davis, 2002).

for every unit of embodied resources and labour that the South imports from the North they have to export many more units to pay for it, enabling the North to achieve a net appropriation through trade. This dynamic was theorized by Emmanuel (1972) and Amin (1978) as a process of “unequal exchange”.Emmanuel and Amin argued that unequal exchange enables a “hidden transfer of value” from the global South to the global North, or from periphery to core, which takes place subtly and almost invisibly, without the overt coercion of the colonial apparatus and therefore without provoking moral outrage. Prices are naturalized on the grounds that they represent “utility”, or “value”, or the outcome of “market mechanisms” such as supply and demand, obscuring the extent to which they are determined by power imbalances in the global political economy. Price differentials in international trade therefore function as an effective method of maintaining the patterns of appropriation that once overtly defined the colonial economy, allowing blame for “underdevelopment” to be shifted onto the victims.

Following Dorninger et al. (2021), we use a “footprint” analysis of input–output data to quantify the physical scale of raw materials, land, energy and labour embodied in trade between the North and South, looking not only at traded goods themselves but also the upstream resources and labour that go into producing and transporting those goods, including the machines, factories, infrastructure, etc.

Grounding our analysis in the physical dimensions of unequal exchange is important for several reasons. First, these resources – raw materials, land, labour and energy – embody the productive potential that is required for meeting human needs (use-value) and for generating economic growth (exchange-value). Physical drain is therefore ultimately what drives global inequalities in terms of access to provisions, as well as in terms of GDP or income (see Hornborg, 2020). Second, this approach allows us to maintain sight of the ecological impacts of unequal exchange. We know that excess energy and material consumption in high-income nations, facilitated by appropriation from the rest of the world, is causing ecological breakdown on a global scale. Tracing flows of resources embodied in trade allows us to determine the extent to which Northern appropriation is responsible for ecological impacts in the South; i.e., ecological debt (Roberts and Parks, 2009, Warlenius et al., 2015, Hornborg and Martinez-Alier, 2016).

Due to the growing fragmentation of international commodity chains, monetary databases on bilateral gross trade flows have been criticised for not accurately depicting the monetary interdependencies between national economies (Johnson and Noguera, 2012), i.e., the amount of a countries’ value added that is induced by foreign final demand and international trade relations. Trade in Value Added (TiVA) indicators Johnson and Noguera, 2012, Timmer et al., 2014 are designed to take into account the complexity of the global economy. The TiVA concept is motivated by the fact that, in monetary terms, trade in intermediates accounts for approximately two-thirds of international trade. Imports (of intermediates) are used to produce exports and hence bilateral gross exports may include inputs (i.e., value added) from third party countries (Stehrer, 2012). TiVA reveals where (e.g., in which country or industry) and how (e.g. by capital or labour) value is added or captured in global commodity chains (Timmer et al., 2014).

TiVA, which is sometimes referred to as the “value footprint”, is the monetary counterpart of the MRIO-based environmental footprint because both indicators follow the same system boundaries, i.e., all supply chains between production and final consumption of two countries including all direct and indirect interlinkages. Moreover, in contrast to global bilateral monetary trade flows, TiVA is globally balanced, meaning that national exports and imports globally sum up to zero. This is an important feature of the TiVA indicator that facilitates more consistent and unambiguous assessments.

for every unit of embodied raw material equivalent that the South imports from the North, they have to export on average five units to “pay” for it

For land the average ratio is also 5:1, for energy it is 3:1, and for labour it is 13:1

Table 1. Resource drain from the South.ResourceNorth → South flows 2015South → North flows 2015Drain from South in 2015Cumulative drain from South 1990–2015Raw material equivalents [Gt]3.3715.3912.02254.40Embodied land [mn ha]527.421,349.01821.5932,987.23Embodied energy [EJ]21.5543.5121.06650.34Embodied labour [mn py-eq]31.11219.22188.125,956.62

in the year 2015 the North’s net appropriation from the South totalled 12 billion tons of raw materials, 822 million hectares of land, 21 exajoules of energy (equivalent to 3.4 billion barrels of oil), and 188 million person-years equivalents of labour (equivalent to 392 billion hours of work). By net appropriation we mean that these resources are not compensated in equivalent terms through trade; they are effectively transferred gratis. And this appropriation is not insignificant in scale; on the contrary, it comprises a large share (on average about a quarter) of the North’s total consumption.

significant consequences for the global South, in terms of lost use-value. This quantity of Southern raw materials, land, energy and labour could be used to provision for human needs and develop sovereign industrial capacity in the South, but instead it is mobilized around servicing consumption in the global North.

Eight hundred and twenty-two million hectares of land, which is twice the size of India, would in theory be enough to provide nutritious food for up to 6 billion people, depending on land productivity and diet composition

material use is tightly linked to environmental pressures. It accounts for more than 90% of variation in environmental damage indicators (Steinmann et al., 2017), and more than 90% of biodiversity loss and water stress (International Resource Panel, 2019). Moreover, as Van der Voet et al. (2004) demonstrate, while impacts vary by material, and vary as technologies change, there is a coupling between aggregate mass flows and ecological impact. Net flows of material resources from South to North mean that much of the impact of material consumption in the North (43% of it, net of trade) is suffered in the South. The damage is offshored.

Industrial ecologists hold that global extraction and use of materials should not exceed 50 billion tons per year (Bringezu, 2015). In 2015, the global economy was using 87 billion tons per year, overshooting the boundary by 74% and driving ecological breakdown. This overshoot is due almost entirely to excess resource consumption in global North countries. The North consumed 26.71 tons of materials per capita in 2015, which is roughly four times over the sustainable threshold (6.80 tons per capita in 2015). Our results indicate that most of the North’s excess consumption (58% of it) is sustained by net appropriation from the global South; without this appropriation, material use in high-income nations would be much closer to the sustainable level.

In consumption-based terms, the North is responsible for 92% of carbon dioxide emissions in excess of the planetary boundary (350 ppm atmospheric concentration of CO2) (Hickel, 2020), while the consequences harm the South disproportionately, inflicting dramatic social and economic costs (Kikstra et al., 2021b, Srinivasan et al., 2008). The South suffers 82–92% of the costs of climate change, and 98–99% of the deaths associated with climate change (DARA, 2012)

Net appropriation of land means soil depletion, water depletion, and chemical runoff are offshored; net appropriation of energy means that the health impacts of particulate pollution are offshored; net appropriation of labour means that the negative social impacts of exploitation are offshored, etc (Wiedmann and Lenzen, 2018). In the case of non-renewable resources there is also a problem of depletion: resources appropriated from the South are no longer available for future generations to use (Costanza and Daly, 1992, World Bank, 2018), which is particularly problematic given that under conditions of net appropriation economic losses are not offset by investments in capital stock (cf. Hartwick, 1977). Finally, the extractivism that underpins resource appropriation generates social dislocations and conflicts at resource frontiers (Martinez-Alier, 2021).

the value of resources and labour cannot be quantified in dollars, and there is no such thing as a “correct” price.

Prices under capitalism do not reflect value or utility in any objective way. Rather, they reflect, among other things, the (im)balance of power between market agents (capital and labour, core and periphery, lead firms and their suppliers, etc); in other words, they are a political artefact

While prices by definition do not reflect value, they do allow us to compare the scale of drain to prevailing monetary representations of production and income in the world economy.

Fig. 2 shows that drain from the South in 2015 amounted to $14.1 trillion when measured in terms of raw material equivalents, $5.1 trillion when measured in terms of land, $3.6 trillion when measured in terms of energy and $20.3 trillion when measured in terms of labour.

Over the period 1990–2015, the drain sums to $242 trillion (constant 2010 USD). This represents a significant “windfall” for the North, similar to the windfall that was derived from colonial forms of appropriation; i.e., goods that did not have to be produced on the domestic landmass or with domestic labour, and did not have to be bought on the domestic market, or paid for with exports (see Pomeranz, 2000, Patnaik, 2018). While previous studies have shown that the price distortion factor increased dramatically during the structural adjustment period in the 1980’s (Hickel et al., 2021), our data confirms that since the early- to mid-1990’s it has tended to decline slightly. This means that the increase in drain during the period 1990–2007, prior to the global financial crisis, was driven primarily by an increase in the volume of international trade rather than by an increase in price distortion.

Table 3 shows that, over the 1990–2015 period, resources appropriated from the South have been worth on average roughly a quarter of Northern GDP.

the North’s reliance on appropriation from the South has generally increased over the period (despite a significant drop after the global financial crisis), whereas the South’s losses as a share of total economic activity have generally decreased, particularly since 2003, due to an increase in South-South trading and higher domestic GDP creation or capture within the South, both driven largely by China

Aid flows create the powerful impression that rich countries give benevolently to poorer countries. But the data on drain through unequal exchange raises significant questions about this narrative.

net appropriation by DAC countries through unequal exchange from 1990 to 2015 outstripped their aid disbursements over the same period by a factor of almost 80

for every dollar of aid that donors give, they appropriate resources worth 80 dollars through unequal exchange. From the perspective of aid recipients, for every dollar they receive in aid they lose resources worth 30 dollars through drain

The dominant narrative of international development holds that poor countries are poor because of their own internal failings and are therefore in need of assistance. But the empirical evidence on unequal exchange demonstrates that poor countries are poor in large part because they are exploited within the global economy and are therefore in need of justice. These results indicate that combating the deleterious effects of unequal exchange by making the global economy fairer and more equitable would be much more effective, in terms of development, than charity.

In an equitable world, the resource trade deficit that the North sustains in relation to the South would be financed with a parallel monetary trade deficit. But in reality, the monetary trade deficit is very small, equivalent to only about 1% of global trade revenues, and fluctuates between North and South. In effect, this means that the North achieves its large net appropriation of resources and labour from the South gratis.

The question of sectoral disparities has been moot since the 1980s, however, as industrial production has shifted overwhelmingly to the South. The majority of Southern exports (70%) consist of manufactured goods (data from UNCTAD; see Smith, 2016). Of all the manufactured goods that the USA imports, 60% are produced in developing countries. For Japan it is 70%. We can see this pattern reflected also in the industrial workforce. As of 2010, at least 79% of the world’s industrial workers live in the South (data from the ILO; see Smith, 2016). This shift is due in large part to the rise of global commodity chains, which now constitute 70% of international trade. Between 1995 and 2013, there has been an increase of 157 million jobs related to global commodity chains, and an estimated 116 million of them are concentrated in the South, predominantly in the export manufacturing sector (ILO, 2015). In other words, during the period we analyse in this paper (1990–2015), the South has contributed the majority of the world’s industrial production, including high-technology production such as computers and cars. And yet price inequalities remain entrenched.

if Northern states or firms leverage monopoly power within global commodity chains to depress the prices of imports and increase the prices of final products, their labour “productivity” appears to improve, and that of their counterparts declines, even if the underlying production process remains unchanged. Indeed, empirical evidence indicates that real productivity differences between workers are minimal, and cannot explain wage inequalities (Hunter et al., 1990).

wage inequalities exist not because Southern workers are less productive but because they are more intensively exploited, and often subject to rigid systems of labour control and discipline designed to maximize extraction (Suwandi et al., 2019). Indeed, this is a major reason why Northern firms offshore production to the South in the first place: because labour is cheaper per unit of physical output (Goldman, 2012).

the terminology of “value-added” is a misnomer. In international trade, TiVA does not tell us who adds more value but rather who has more power to command prices. And in the case of global commodity chains, TiVA does not indicate where value is produced but rather where it is captured (Smith, 2016).

our analysis reveals that value in global commodity chains is disproportionately produced by the South, but disproportionately captured by the North (as GDP). Value captured in this manner is misleadingly attributed to Northern economic activities

rich countries are able to maintain price inequalities simply by virtue of being rich. This finding supports longstanding claims by political economists that, all else being equal, price inequalities are an artefact of power. Just as in a national economy wage rates are an artefact of the relative bargaining power of labour vis-à-vis capital, so too in international trade prices are an artefact of the relative bargaining power of national economies and corporate actors vis-à-vis their trading partners and suppliers. Countries that grew rich during the colonial period are now able to leverage their economic dominance to depress the costs of labour and resources extracted from the South. In other words, the North “finances” net appropriation from the South not with money, but rather by maintaining the prices of Southern resources and labour below the global average level.

Patents play a key role here: 97% of all patents are held by corporations in high-income countries (Chang, 2008:141)

In some cases, patents involve forcing people in the South to pay for access to resources they might otherwise have obtained much more affordably, or even for free (Shiva, 2001, Shiva, 2016).

In the World Bank and the IMF, Northern states hold a majority of votes (and the US holds a veto), thus giving them control over key economic policy decisions. In the World Trade Organization (which controls tariffs, subsidies, and patents), bargaining power is determined by market size, enabling high-income nations to set trade rules in their own interests.

ubsidized agricultural exports from the North undermine subsistence economies in the South and contribute to dispossession and unemployment, placing downward pressure on wages. Militarized borders preclude easy migration from South to North, thus preventing wage convergence. Moreover, structural adjustment programs (SAPs) imposed by the World Bank and IMF since the 1980s have cut public sector salaries and employment, rolled back labour rights, curtailed unions, and gutted environmental regulations (Khor, 1995, Petras and Veltmeyer, 2002).

SAPs, bilateral free trade agreements, and the World Trade Organization have forced global South governments to remove tariffs, subsidies and other protections for infant industries. This prevents governments from attempting import substitution, which would improve their export prices and drive Northern prices down. Tax evasion and illicit financial flows out of the South (which total more than $1 trillion per year) drain resources that might otherwise be reinvested domestically, or which governments might otherwise use to build national industries. This problem is compounded by external debt service obligations, which drain government revenue and require obeisance to economic policies dictated by creditors (Hickel, 2017). In addition, structural dependence on foreign investors and access to Northern markets forces Southern governments and firms to compete with one another by cutting wages and resource prices in a race to the bottom.

structural power imbalances in the world economy ensure that labour and resources in the South remain cheap and accessible to international capital, while Northern exports enjoy comparatively higher prices

Cheap labour and raw materials in the global South are not “naturally” cheap, as if their cheapness was written in the stars. They are actively cheapened

the analysis obscures class and geographic inequalities within countries and regions, which are significant when it comes to labour prices as well as resource consumption. The high levels of resource consumption that characterize Northern economies are driven disproportionately by rich individuals and affluent areas, as well as by corporations that control supply chains, and enabled by internal patterns of exploitation and unequal exchange in addition to drain through trade (Harvey, 2005). For example, there are marginalized regions of the United States that serve as an “internal periphery” (Wishart, 2014). It would also be useful to explore the gender dynamics of unequal exchange within countries. These questions cannot be answered with our data, however.

This research confirms that the “advanced economies” of the global North rely on a large net appropriation of resources and labour from the global South, extracted through induced price differentials in international trade. By combining insights from the classical literature on unequal exchange with contemporary insights about global commodity chains and new methods for quantifying the physical scale of embodied resource transfers, we are able to develop a novel approach to estimating the scale and value of resource drain from the global South. Our results show that, when measured in Northern prices, the drain amounted to $10.8 trillion in 2015, and $242 trillion over the period from 1990 to 2015 – a significant windfall for the North, equivalent to a quarter of Northern GDP. Meanwhile, the South’s losses through unequal exchange outstrip their total aid receipts over the period by a factor of 30.

support contemporary demands for reparations for ecological debt, as articulated by environmental justice movements and by the G77

True repair requires permanently ending the unequal distribution of environmental goods and burdens between the global North and global South, restoring damaged ecosystems, and shifting to a regenerative economic system.

It is clear that official development assistance is not a meaningful solution to global poverty and inequality; nor is the claim that global South countries need more economic liberalisation and export-oriented market integration. The core problem is that low- and middle-income countries are integrated into the global economy on fundamentally unequal terms. Rectifying this problem is critical to ensuring that global South countries have the financial, physical and human resources they need to improve social outcomes.

democratize the institutions of global economic governance, such as the World Bank, IMF and WTO, so that global South countries have more control over trade and finance policy.

end the North’s use of unfair subsidies for agricultural exports, and remove structural adjustment conditions on international finance, which would help mitigate downward pressure on wages and resource prices in the South while at the same time enabling Southern countries to build sovereign industrial capacity

a global living wage system, and a global system of environmental regulations, would effectively put a floor on labour and resource prices

Reducing North-South price differentials would in turn reduce the scale of the North’s net resource appropriation from the South (in other words, it would reduce ecologically unequal exchange), thus reducing excess consumption in the North and the ecological impacts that it inflicts on the South.

Structural transformation will only be achieved through political struggle from below, including by the anti-colonial and environmental justice movements that continue to fight against imperialism today

Seeing through the mystification of “national interests” is particularly important right now because we are told again and again that the world is entering a new age of great power conflict. Even liberals who abhor the anti-Asian xenophobia of the Trump administration appear to endorse increased confrontation with China. The consensus in Washington holds that the United States and China are headed for a new cold war, in part because their national interests are necessarily opposed.

more like petty but dangerous squabbling between two national ruling elites. The “interests” of the United States and China aren’t collective pursuits. They’re prescriptions imposed on us from above — and highly risky ones, at that.

This internationalist perspective also serves as a subtle rebuke to the anti-imperialism of fools, which carries water for repressive governments simply because they buck the United States on the international stage. We can and should critique US imperialism without falling prey to the ideology of a competitor state’s ruling class.

A wise man once noted, “The ideas of the ruling class are in every epoch the ruling ideas.” I’d say the notion of a national interest qualifies, wherever it’s asserted.

Chinese and Russian aggression against the democracies is likely to grow, the United States might critically weaken, and the EU seems firmly set on pursuing a middle path. Instead of worrying about looking back to the past, leaders in Ottawa, Canberra, and London should embrace the idea and propose a significant deepening of their foreign-policy coordination. This is most definitely not about “getting the band back together,” as one British Conservative member of Parliament greeted a trade talk announcement, but three middle powers building an anti-authoritarian group to resist great-power bullying in the 21st century.

A mini C-3 format would offer the best approach: a summit with follow-up that is both flexible and lightweight enough to get off the ground but with a permanent working group in foreign ministries advancing dossiers and initiatives. As the C-3 are all Commonwealth countries, summits could be timed to coincide with the biennial Commonwealth Heads of Government Meeting, where the leaders of Canada, Australia, and Britain regularly meet anyway.

Drawing both on Britain’s joint initiative with Canada to block Putin attending the G-7 and on Canada’s humiliating experience at the U.N., among this C-3’s first tasks should be to coordinate joint positions inside the U.N., G-7 and G-20. As far as major goals are concerned, this could include supporting any future attempts of Canada to win a seat on the U.N. Security Council and for Australia to formally join the G-7.

This is not about replacing working with the EU or the United States but creating a group for Canada, Australia, and Britain to jointly present tougher anti-authoritarian packages to big powers than had they tried to individually present them alone. The C-3, like the E-3 to the EU, would be complementary to existing Euro-Atlantic bodies.

deeper cooperation between Britain, Canada, and Australia has an image problem

imperial nostalgia or conservative culture politics

too anchored on ethnic fraternity

the idea needs to be decolonized

what about other middle powers? Why not include, say, Japan? This is where two critical principles of international politics come into play: Does your grouping have enough like-mindedness to be able to function and enough load-bearing capacity to get anything done? What Canada, Australia, and Britain are after is mutual geopolitical support; adding members that aren’t willing to offer that risks creating another talking shop like the Franco-German Alliance for Multilateralism. That group, which stretches from Chile to Kazakhstan, lacks the ability to agree on anything of substance—and the power to act on it.

there are simply not a lot of like-minded democracies to go around

Ottawa, Canberra, and London didn’t need each other in a U.S.-led world order or in a relatively benign world without authoritarian superpowers. But that system has decayed. Deep divisions, not just between the Europeans and Donald Trump, but with much of the U.S. national security establishment, are breaking up the old Washington-led ideological West. The common anti-authoritarian frame that once glued together Western foreign policy has come unstuck

In this world, the C-3 is a liberal international, not a nationalist, cause

The S.D.F. offers a remarkable vision to counter ISIS’s draconian rule — local councils, farmers’ cooperatives, and committees that promote the rights of oppressed minority groups. In the village of Jinwar, a female-controlled town, the S.D.F. has built a commune for women and their children, both Kurdish and Arab, seeking to escape oppressive families and realize a community without patriarchy. According to the constitution of the so-called Autonomous Administration of North and East Syria, the S.D.F.-linked ruling authority in the region, a post-ISIS Syria will be “a society free from authoritarianism, militarism, centralism and the intervention of religious authority in public affairs.” In order to realize this vision, part of the S.D.F.’s mandate is not just to govern, but also to annihilate ISIS. Several soldiers and S.D.F. spokesmen told me that the war against ISIS isn’t over — its aim now, with the support of the U.S., is to destroy sleeper cells and root out the ideology.

If we portray certain enemies solely as existential threats, we sweep over the political conflicts unfolding in places like Iraq and Syria, and the political violence wrought upon these communities, even by those who claim to be fighting a just war.

If our enemy is everywhere, we will seek allies in even the most oppressive of regimes (like Egypt and Saudi Arabia) to hunt down “terrorists,” no matter if they are gun-wielding militants or political dissidents who believe that the current state of affairs does not serve them.

If a war is a “good war,” or merely conceived of as a necessary one, it matters little why a terrorist group gained support, or how we may be inadvertently contributing to the group’s appeal. Yet, while the current approach to terrorism has been wildly successful in building a cottage industry of extremism and deradicalization experts, it has failed to rid the world of terrorists.

Massacres of Iraqi civilians, deaths of Afghan civilians by airstrikes, and indiscriminate detention and torture and rape have all happened at the hands of state security forces, including those allied with the U.S.

The Manichean framework helps absolve the West of its role and its responsibility in ending an endless conflict. “Terrorism” has become so synonymous with horrific violence that most Americans are likely unaware that the vast majority of civilian deaths in global conflicts today are caused by states, not non-state actors.

As with other battles against evil, the “killers and fanatics” necessitated the dropping of bombs, an operation that Obama’s successor continued.

a core argument for the war depended on the idea that terrorism was, in essence, a form of religious violence

What the Bush administration argued, and what the media accepted, was that terrorism is not a mere tactic, but a full-blown ideology — what Bush called “the heirs of all the murderous ideologies of the 20th century,” including “fascism, Nazism and totalitarianism.” In practice, this means non-state armed groups not allied with the U.S. should be understood as terrorist organizations — no matter if, like the Taliban, Hezbollah, Al Qaeda, and Hamas, they have little else in common

By and large, the media accepted the Bush administration’s framing. By 2006, public criticism of the handling of the Iraq War was mounting, but even then, few questioned the legitimacy of the war itself. In a 2009 study of media coverage after 9/11, two scholars from the University of Texas found that journalists “helped brand the policy, [then] labeled the frame as public opinion,” ultimately contributing to the acceptance of that frame as a “fact of life,” and a “larger narrative of struggle and heroism.” Journalists did not treat the War on Terror as a policy decision made by the Bush administration, but as the natural and inevitable order of things. 

The political scientist Austin Doctor recently conducted a study of sexual assault by 143 rebel groups around the world, from 1989 to 2011, and separately applied the results of his analysis to ISIS.  He found a correlation between the presence of foreign fighters and increased incidence of sexual violence, which suggests that the Islamic State functioned much like other rebel groups — that ISIS is not so singular as it may seem.

mainstream media coverage of ISIS receives almost no scrutiny. But many other publications and reporters have operated on the same flawed assumptions and premises as Caliphate, ones that animated the West’s understanding of the Middle East long before ISIS gained its first foothold

the issue here isn’t just the violence — after all, Assad has also relished the torture, starvation, and murder of his citizens. Since 2011, his regime has used chemical weapons repeatedly, more than three hundred times according to one study. The critical difference is that while Assad depends on the international system for legitimacy (Russia and Iran are key supporters, and Syria remains part of the global financial system), ISIS rejects it. While Assad would prefer that the world looks away, ISIS practically begs us to stare. It aims to demoralize Western audiences, while projecting to potential recruits its vision of a new world order

In parts of the Caliphate, ISIS did promise a different model, at least nominally. In one piece of propaganda, the group declared, “The people are as equal as the teeth of a comb. There is no difference between the rich and the poor and the strong and the weak. The holder of a right has redress, and the grievance of an injured party will be answered.” In appealing to residents and new recruits, ISIS touched upon something familiar: the desire for justice, equality, and law and order in a world that has manifestly failed to deliver any. Women, too, found opportunities under ISIS. In Fallujah, they used the regime’s justice system to secure divorces, which had been more difficult under the Iraqi government.

civilians were likely to stay in ISIS-controlled territory because, among various reasons, the “quality of governance,” including “availability of electricity, cleanliness of streets, and crime rates,” was better compared to services provided by the Iraqi government

“All the locals here wonder why the U.S. coalition never came to rescue them from Assad’s machine guns, but run to fight ISIS when it took a few pieces of land,” one rebel told the Guardian. 

the current global order has left many people behind

decades of imperialism, like the U.S. invasion of Iraq, and Russia and Iran’s interventions, have irrevocably transformed communities in the Middle East. Similarly, though ISIS opposes the Saudi government, the Salafi-Jihadi underpinnings of the group could not have gained traction without the Kingdom’s years of effort of exporting and standardizing a particular form of Islam across the Middle East. 

devoid of any political context, terms like “radicalization” and “ideology” lose meaning

how ISIS appeared in the public imagination: as a movement beyond human understanding. The only sensible answer to so inscrutable and atavistic an adversary was total war.

This frenzied interest in the U.S.’s darkly powerful new enemy lured some journalists and analysts to focus on the group full-time. It emerged as a distinct topic from the Syrian civil war, whose crowded theater was becoming difficult to explain, or the Iraq War, now a nearly-adolescent 11 years old. Soon, writers covering ISIS, what Wired called “the world’s most important beat,” developed a signature flourish, describing it not just as a terrorist organization, but as an almost supernatural threat. “It is not clear,” argued a New York Review of Books piece in 2015, “whether our culture can ever develop sufficient knowledge, rigor, imagination, and humility to grasp the phenomenon of ISIS. But for now, we should admit that we are not only horrified but baffled.”

Stories of the group’s atrocities emerged in quick succession, echoing the parade of violence ISIS was proudly broadcasting on its own channels: public executions, conscription of child soldiers, disappearances and murders of thousands, Yazidi girls sold into slavery.

by narrowly focusing on the savagery of ISIS fighters, we miss the deeper and more important story of how ISIS grew into a political force, and of how it moved not just the hearts and minds, but the physical bodies, of tens of thousands

the core issue with Caliphate isn’t just that a lying source may have misled overeager journalists. Rather, the controversy, and indeed even the proposition that a “terrorism editor” would have resolved the problem, points to a deeper flaw in the way media has long covered extremism: divorced from the local and historical contexts that have fueled its rise

After a decade of the War on Terror and chaos in the Middle East, ISIS seemed to be the ultimate testament to an enduring clash of civilizations. It is not that surprising that ISIS itself encouraged this fantastical narrative — but it is striking that our media took their word for it.

Since 2014, when sanctions following the annexation of Crimea forced Putin to find new markets and partners beyond the West’s regulatory reach, Russia has made a concerted effort to expand into Africa. It hasn’t had much effect. Today, only 3.7 percent of Russian goods end up in Africa. With more than 2.7 percent getting gobbled up by North Africa, a paltry fraction is destined for the bulk of the continent. It’s even worse in reverse, as African goods account for just 1.1 percent of Russian imports. The Sochi summit was supposed to change all this. However, there’s not much to suggest that it will. Of the $12.5 billion in deals that were allegedly signed, most were only memorandums of understanding that may never get off the ground.

Other than arms, of which Russia continues to be the continent’s key supplier, there is little it has to offer and less that Africa will take. For now, it’s hard to see how Putin’s plan to find new partners, make more money, and restart the Russian economy will succeed.

“The superpowers that are competing on this continent will determine the future of the world’s agenda,” Russian State Duma Deputy Anton Morozov awkwardly announced to a room full of African officials on the second day of the summit.

treating African states as easy-to-manipulate pawns is not only ethically and intellectually questionable—it’s also strategically silly

Judd Devermont of the Center for Strategic and International Studies explained, “The Russians go all in on the incumbent.”

As Omar al-Bashir was fighting to hold on to his blood-soaked dictatorship in the recent revolution, Russian actors swooped in with a misinformation plan to save him. They didn’t, and today Bashir is behind bars. Although the Russian-Sudanese relationship has resumed, it was a costly error in a country that can offer not only gold and oil, but also the Red Sea naval base that is one of Putin’s top priorities.

In 2018, associates of Yevgeny Prigozhin, the man who is believed to have masterminded Russian interference in the 2016 U.S. presidential election, trotted out similar tactics to disrupt a race in Madagascar. The idea was to use a troll farm to influence voter opinion by manipulating online media. However, in a nation where internet penetration is just 9.8 percent, about a quarter of what it is on average across the continent, the troll farm did not make a dent. The Kremlin’s candidates went on to lose, and subsequent allegations of bribes to Malagasy officials further sullied the Russian image.

in Libya, Russia has had even less luck. Two of the same Russian nationals who botched the Madagascar plot were found in July to be attempting to influence Libya’s recent elections. The Russians’ clueless antics got the duo arrested—no easy feat in a country that, according to Freedom House, entirely lacks both an electoral democracy and the rule of law.

Although Putin has had success with many of his assertive endeavors in Europe and the Middle East—polarizing publics, aiding politicians, annexing eastern Ukraine, and turning the tide of the Syrian civil war—his aggressive maneuvering in Africa has come with clear costs. “When Russia overplays its hand, Africans have distanced themselves,” Devermont said.

African states naturally have their own political preferences that are not always up for sale or at one leader’s mercy. When Russia courts ruling elites and tries to undermine democratic elections, it ignores basic trends on the continent. In the latest round of polling from Afrobarometer, Africa’s leading public survey firm, 75 percent of respondents expressed their commitment to free and fair elections.

Today, just 0.0005 percent of Africans believe that Russia serves as the best development model for their country, an Afrobarometer spokesperson told Foreign Policy. What’s more, the spokesperson said, the percentage of Africans who believe that Russia has the greatest foreign influence in their country was “lost among the ‘Others.’”

As role models and political partners, the United States and China are leaps and bounds beyond Russia. Polling from Afrobarometer shows the United States to be the most desired development model on the continent, attracting approval from 30 percent of Africans. China, meanwhile, comes in second with 24 percent. The rankings reverse for greatest foreign influence: 23 percent of Africans believe China to be the most prominent noncolonial power in their country, while 22 percent of Africans believe the United States holds that distinction.

there is a clear path for Putin to catch up—with Washington at least. Last year, U.S. President Donald Trump announced a large military drawdown that comes even as there is crucial anti-terrorism work left to do against Boko Haram in the west, al Shabab in the east, al Qaeda in the north, and the Islamic State in the south. In addition, Trump has shown total diplomatic indifference to the continent, having not sent a senior aide to Africa since former Secretary of State Rex Tillerson visited last year (and was fired while he was there), having never paid a visit himself, and having filled the key role of the ambassador to South Africa with a fashion designer and Republican donor with no diplomatic experience.

As with U.S. missteps in the Middle East, Trump’s Africa policy, or lack thereof, has paved the way for Russia’s rise. “It’s another case where we’re withdrawing and Putin is moving in to fill the vacuum,” McFaul, the former ambassador, said

Regularly referencing its own encounters with Western imperialism, Beijing has proved quite adept at using a global south narrative to paint its engagement with Africa as one of mutual respect and noninterference.

At the 2015 and 2018 Forums on China-Africa Cooperation, Chinese President Xi Jinping declared his goal of “the building of a new model of international partnership” and changing “the global governance system.”

China has what Russia does not and what the United States, preoccupied with other problems, has been unwilling or unable to use: cash

One thing the great-power framing also fails to take into account is how African states, like all states, can maintain multiple partnerships. It is a basic diplomatic fact that offers particular benefits in Africa, McFaul said, given that the “U.S., Russia, and China play in different lanes.” Nigeria, which announced a new arms agreement in Sochi, is one such beneficiary. At the same time as Russia can equip the country to provide security in its volatile oil-rich southeast, China has helped fund and build its oil infrastructure, and the United States has bought its oil by the billions of dollars. On second look, the mistaken zero-sum framing becomes a positive-sum bonanza.

the so-called modern state—which, then, is imperial as much as national. The racialized hierarchies of empire defined the broader polity beyond the nation-state and, after decolonization, have continued to construct inequalities of citizenship within states that have only recently become national.

Scholars and practitioners of international relations must take seriously the colonial histories that were constitutive of the formation of modern states

there is no historical evidence that Western presence has ever enhanced the well-being of the previously colonized world. It took me a solid decade—and exposure to post- and decolonial approaches—to change my doctoral research question from: “When do Western actors not show up?” to “Should they be there in the first place?”

democratic governance from India to South Africa to the American South has emerged principally through the activism and agency of subaltern populations—those subjected to the hegemony of a more powerful class or group, especially colonial subjects, and those victimized by anti-Black racism and other forms of discrimination.

the global subalterns and historically marginalized peoples are the ones who have pushed the international system to adopt whatever level of democratic governance exists

The subalterns have had to rectify the contradictions of global liberalism by transforming the idea of freedom for some into the practice of freedom for all.

it is clear that many pre-colonial African polities’ activities had important international implications

International relations that do not reproduce the logic of colonialism must instead engage with ideas of repair, dignity, and even retreat.

Taking the problem of racism seriously in the field of IR means viewing it not merely as an issue of stereotypes or cultural insensitivities, but as a colonial technology of life and premature death built on ideologies of whiteness and white supremacy

The scholarly imperative is to study and question the current international system built on racial capitalism, and to imagine alternatives

race almost always operates in conjunction with other categories—such as caste, class, civilization, and, in today’s context, the racialized Muslim. The challenge for IR is to find a new language that is not confined to just one master concept or one corner of the world.

IR was born in the age of empire, and for the first few decades of its history it was explicitly occupied with questions of colonial administration and the justification of racial supremacy

Race was often viewed as the basic unit of politics—more fundamental than state, society, nation, or individual.

Though the most extravagant versions of Anglo-utopianism were exhausted by the mid-20th century, the idea that the “English-speaking peoples” are destined to play a leading role in shaping world politics has proved remarkably durable. It has resurfaced in assorted conservative visions of the so-called Anglosphere and in projects for reorienting Britain’s post-Brexit foreign policy.

the majority of what students read about in IR continues to be written by a minority of the world’s people. The presumption that all worthwhile ideas originated in the West is not only exclusionary but false

Feminist foreign policy often allows wealthy countries to focus attention on the plight of women in countries with developing economies. Wealthier countries, or developed economies, then position themselves as being better placed to respond to the challenges around gender discrimination.

A country with a feminist foreign policy often invokes its own experiences as good practice elsewhere. Yet gender discrimination is universal, and often members of minority groups within the developed economies are significantly disadvantaged by endemic racism and xenophobia

A different way of doing foreign policy that is people-led rather than state-led and emphasizes solidarity over interest is the only means toward justice for all.

what the world is witnessing today could be the third phase of cultural encounters. The pretention of Western culture to universal validity is being challenged from the angles of cultural relativism (what is valid in one society in the West was not valid in another); historical relativism (what was valid in the West at the beginning of the 20th century was not valid in the West at the beginning of the 21st); and empirical relativism (the West often failed to live up to its own standards, and occasionally those standards were better met by other societies).

This is the era of the West on the defensive.

The COVID-19 pandemic and the global protests against police brutality demonstrate that, first, the challenges to humanity transcend the territoriality of the state and the parochialism of race and, second, a transnational, if rudimentary, convergence of political sensibilities may be emerging at the grassroots level. For many around the world, the moral disease of racism needs to be confronted as vehemently as the physical disease now sweeping around the globe.

shared sensibilities could, in the long run, become a catalyst for something bigger: the creation of a truly global village that is based not on cultural hierarchy but on what Mazrui called cultural ecumenicalism—a combination of a global pool of achievements with local pools of distinctive innovation and tradition