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Mr. Raslan’s guilty verdict, they say, bolsters the ability of European courts to pursue similar cases while sending a message to war criminals around the world that they could one day face consequences.

This sends a clear message to the world that certain crimes will not go unpunished.

After more than a decade of war, Mr. al-Assad remains in power, and there appears little chance that he or his senior advisers or military commanders will stand trial soon.

Other potential avenues for justice have also been blocked. Syria is not party to the International Criminal Court in The Hague, and Russia and China have used their vetoes on the United Nations Security Council to prevent Syria from being referred to the court.

Germany is among a few European countries that have sought to try former Syrian officials for war crimes based on universal jurisdiction,

German prosecutors argued that his position gave him oversight of torture that included beating, kicking, electric shocks and sexual assault. Witnesses in the trial said they were fed inedible food, denied medical care and kept in overcrowded cells.

He entered Germany on a visa in 2014 and lived there legally until the German authorities arrested him in 2019.

But his past caught up with him in Germany, where he was tried for crimes against humanity.

When the Syrian conflict broke out in 2011 with protests seeking to topple President Bashar al-Assad, Mr. Raslan was the head of interrogation at a security office in the capital, Damascus.

Beatings were common, the food was inedible, the cells were so crowded that some prisoners had to stand so others could lie down. German prosecutors said at least 4,000 people were tortured and nearly 60 killed under his authority there.

The verdict marks a watershed moment for an international network of lawyers, human rights activists and Syrian war survivors who have struggled for years to bring officials who sanctioned or participated in the violence to justice.

He was arrested in 2019, and his trial began the next year. On Thursday, Mr. Raslan was found guilty of crimes against humanity and was sentenced to life in prison.

When Mahran Aoiun heard that a former Syrian intelligence officer had been sentenced on Thursday to life in prison for overseeing torture at a detention center, it brought back the joy he felt years ago when he was released from a brutal Syrian jail.

The verdict handed down by a court in Koblenz, Germany, against the former officer, Ansar Raslan, stirred complicated feelings among Syrians who were abused in Syrian prisons — some at the hands of Mr. Raslan himself.

Others hoped that Mr. Raslan’s conviction would draw attention to the many more crimes committed during the Syrian war that have not been prosecuted, and to the officials who committed them who are still free.

“Those who are torturing prisoners will think twice after the trial,” he said. “This is an achievement.”

New York Times photographers have covered Syria’s civil war and the humanitarian crisis it has unleashed since the uprising against President Bashar al-Assad began nearly 11 years ago.

A Syrian doctor accused of torturing a detainee in a secret military prison will soon go on trial in Germany on charges of crimes against humanity and causing grievous bodily harm. The doctor, Alaa Mousa, was living in Germany as a refugee when he was arrested in 2020.

German prosecutors built their case with the help of hundreds of Syrian witnesses in Germany and beyond. They indicted Mr. Raslan using “universal jurisdiction,” a legal principle stipulating that in the case of crimes against humanity and genocide, normal territorial restraints on prosecutions do not apply.

The principle is not new. Israel used it during the 1960s trial of the former Nazi official Adolf Eichmann, as did Spain in 1998 when demanding that Britain arrest Gen. Augusto Pinochet, the former Chilean dictator. Previous universal jurisdiction cases in Germany have dealt with crimes committed in Rwanda and the Democratic Republic of Congo, and, more recently, with the genocide of Yazidis in Iraq by former members of the Islamic State.

Germany has the legal basis to prosecute such crimes under the German Code of Crimes Against International Law, which came into effect in 2002, and it has been using it.

“For Germany, it’s also historically the continuation of what we learned from the Nazi period and what we learned about the importance of the Nuremberg trials and the Auschwitz trials for the way we dealt with our past and ultimately for who we are today,”

The Nuremberg trials went after the leading members of the Nazi regime, but also a range of individuals who played a role in Nazi repression, including doctors, business leaders, bureaucrats and propagandists, said Wolfgang Kaleck, a founder of the European Center for Constitutional and Human Rights, which is representing victims in Mr. Raslan’s trial.

Raslan is the first ranking Syrian official to be convicted of war crimes, but he may not be the last.

But several other cases have already been tried or are pending.

Owing partly to its own history in World War II, Germany has become something of a go-to venue for prosecuting crimes against humanity, even if committed outside its own borders. It is also home to hundreds of thousands of Syrian refugees, putting it at the center of efforts to hold the government of President Bashar al-Assad of Syria accountable for war crimes.

Human rights lawyers concede that so far, the trials have targeted low- and middle-ranking Syrian officials or soldiers.

“If you don’t start now, then in 10 years, you cannot get Assad or his chief of intelligence because you have no evidence,” Mr. Kaleck said. “These cases are a way of building a stock of documents, witness statements, of understanding interconnections and gathering knowledge on which you can build future cases.”

Since the Syrian uprising in 2011, Syrian victims, human rights activists and others have filed more than 20 legal complaints against Syrian regime officials for war crimes and other violations of international law, according to Mr. Kaleck’s center.

This body of evidence, which has been growing for over a decade, could be used in different cases.“More has to come, that is clear,” Mr. Kaleck said. “But this is an important step.”

But the decade-long conflict has left the country shattered, killing hundreds of thousands of people, forcing half of the population from their homes and reducing major cities to rubble. Most of those who remain have been left to live in poverty.

The rebellion that began in 2011 as an uprising against Syria’s autocratic president, Bashar al-Assad, escalated into a civil war, but the splinted rebel movement failed to topple the government.

But the war was gruesome. The government employed poison gas, barrel bombs and suffocating sieges on rebellious communities, and waged a ruthless assault on civilian opponents, throwing hundreds of thousands into filthy prisons where many were tortured and killed.

Some Arab countries have begun restoring ties with the government in an effort to move past the war, although strict sanctions by the United States and other Western countries have blocked most investment.

The United States initially provided covert military support to the rebels, but as the war splintered into multiple overlapping conflicts, America shifted its focus to fight the jihadists of the Islamic State, who at their peak controlled nearly a third of eastern Syria.

For Syrian civilians, there is less daily violence now than during the war’s earlier years, but the economy has been destroyed.

More than half of Syria’s prewar population fled their homes during the fighting, and most have not returned, including the 5.6 million refugees who largely live in destitution in neighboring Arab countries.

“Justice has not been fully accomplished,” he said. “This is a small slice of what we are talking about.”

They all face the same challenge of needing to hedge their sales of gas and electricity to cover price differences across different markets.

In a statement explaining the decision to provide Uniper with extra financing, Fortum said that European gas prices reached “unprecedented levels” in December.

In Britain, the sudden price rise has led to the collapse of several smaller energy suppliers.

In Germany, the price for energy to heat and power homes in November rose more than 101 percent from a year earlier, the country’s official statistics office, Destatis, said.

Global demand for energy jumped last year, after the world economy reawakened from widespread shutdowns aimed at slowing the spread of the coronavirus pandemic. When many economies started up again last spring, the need for natural gas shot up. Natural gas is crucial for generating electricity, running factories and heating homes across the continent.

European countries normally stock up on gas in the summer, when prices are relatively cheap, but the pandemic and a cold winter last year drew down levels of stored gas, leading to the wild swings in prices.

Prices for natural gas have risen about sixfold, to record levels. The surge means the wholesale price of electricity has reached stratospheric levels, making headlines across Europe as consumers, battered by the pandemic, are now hit by big increases in their home energy bills. Many European countries have tried to buffer the shock to consumers with price caps, subsidies and direct payments.

These high costs are also undermining the economics of companies that make fertilizer, steel, glass and other materials that require a lot of electricity.

“The verdict is a big, big shock for us,” Father Vattoly said. “But we will continue the fight against the notorious system of the church, which throws its weight behind perpetrators of injustice like Franco Mulakkal.”

The nun, who belongs to the Missionaries of Jesus religious order, first brought her accusations to the church authorities in January 2017. She approached nearly a dozen church officials, including bishops, a cardinal and representatives of the Vatican.

Just before Bishop Mulakkal was arrested and briefly detained in September 2018, the church removed him from his administrative duties in the northern Indian city of Jalandhar, where he had been serving.

weeks after Pope Francis acknowledged that the sexual abuse of nuns by priests was a continuing problem within the church.

The bishop was charged with raping the nun nine times between 2014 and 2016, during visits he made to Kerala. He was also charged under laws against intimidation, illegal confinement and unnatural intercourse.

officials urged residents of coastal areas in much of the West Coast, Alaska and Hawaii to stay away from the coastline and move to higher ground. The National Weather Service in Portland, Ore., reported possible one- to three-foot waves in some areas of Oregon and Washington.

In California, water surged into Santa Cruz Harbor on Saturday morning, damaging boats, submerging the parking lot and causing people to evacuate the docks, sidewalks and nearby stores

In the Bay Area, the National Weather Service said tsunami surges of up to a few feet could arrive in “pulses” throughout the day, and warned residents not to try to identify their arrival.

Jaclyn Rothenberg, a spokeswoman for the Federal Emergency Management Agency, said the agency did not expect damages from the tsunami, and stressed the importance of disaster preparedness.

She added that the agency had coordinated with its partners in American Samoa and Hawaii, which had “no impacts from this event.”

Across the Pacific warnings were sounded. New Zealand’s National Emergency Management Agency advised people in coastal areas to expect “strong and unusual currents and unpredictable surges at the shore.” And on their Facebook pages, the meteorological services for Fiji and Samoa also issued alerts, advising people to stay away from low-lying coastal areas.

The volcano, Hunga Tonga-Hunga Ha’apai, which is about 40 miles north of Tongatapu, had been relatively inactive for several years. It began erupting intermittently in December but by Jan. 3 the activity had decreased significantly, according to a report by the Smithsonian Institution’s Global Volcanism Program.

Satellite imagery of the eruption on Saturday, shared on Twitter by New Zealand’s National Institute of Water and Atmospheric Research, showed a “brief spike in air pressure as the atmospheric shock wave pulsed across New Zealand.”

The V.E.I. of the eruption Saturday has not been estimated yet, but before the eruption, the volcano was estimated to be able to produce an eruption with a maximum V.E.I. of 2.

What stands out now for many is how the wreck forever changed the lives of some of those whose paths crossed as a result. Friendships were made, business relations took shape and new families were even formed.

“It was such a shock for us,” said Bruna Danei, 42, who until 2018 worked as a secretary for the consortium that salvaged the wreck. “The work on the Costa Concordia was a life-changing experience for me in many ways.”

The local council voted to make Jan. 13 a day of remembrance on Giglio, but after this year it will stop the public commemorations and “make it a more intimate moment, without the media,” Mr. Ortelli said during the mass.

“Other victims’ families feel differently, but I am a Catholic and I have forgiven,” Mr. Rebello explained.

On Thursday, 10 years to the day of the tragedy, the victims’ families, some passengers and Italian authorities attended a remembrance Mass and threw a crown of flowers onto the waters where the Costa Concordia had rested. At 9:45 p.m., the time when the ship ran aground, a candlelit procession illuminated the port’s quay while church bells rang and ship sirens blared.

The officer has since pursued a successful career in politics, while Mr. Schettino is serving a 16-year sentence in a Roman prison for homicide and for abandoning the ship before the evacuation was completed.

The impact with the half-submerged rock near the island produced a gash in the hull more than 70 meters long, or about 76 yards, leading to blackouts on board and water pouring into the lower decks.

“I can’t forget the eyes of children, scared to death, and of their parents,” said Mr. Pellegrini, who had boarded the ship to speak with officials and organize the evacuation. “The metallic sound of the enormous ship tipping over and the gurgling of the sea up the endless corridors of the cruiser.”

“The tragedy will always stay with us as a community. It was an apocalypse for us.”

While the global attention shifted away from Giglio, residents have stayed in touch with the outside world through the people who temporarily lived there.

“So many nationalities — the world was at our door all of a sudden,” he said, remembering that night. “And we naturally opened it.”

And that was just the beginning. Here are five significant ways that America was changed by 9/11.

When President George W. Bush addressed Congress and the nation on September 20, 2001, he made a case for a new kind of military response; not a targeted air strike on a single training facility or weapons bunker, but a wide-ranging global War on Terror.

When American troops invaded Afghanistan less than a month after September 11th, they were launching what became the longest sustained military campaign in U.S. history. The fight in Afghanistan had support from the American people and the backing of NATO allies to dismantle al Qaeda, crush the Taliban and kill Osama bin Laden, the murderous mastermind of the 9/11 attacks.

in 2015 and in 2016, that figure surpassed 2001 numbers, reaching 127.

One of the most disturbing aspects of the 9/11 attacks was that 19 al Qaeda hijackers were not only able to board commercial aircraft with crude weapons but also force their way into the cockpit. It was clear that 9/11 was both a failure of America’s intelligence apparatus to identify the attackers and a failure of airport security systems to stop them. Even though there had already been a handful of high-profile hijackings and bombings of commercial planes, including the tragic 1988 bombing of Pan Am Flight 103 over Lockerbie, Scotland, security was not a high priority for airlines before 9/11, says Jeffrey Price, a professor of aviation and aerospace science at Metropolitan State University and a noted aviation security expert.

 Yet the ever-present shadow of 9/11, Jenkins says, kept U.S. troops on the ground in Afghanistan and elsewhere for nearly 20 years.

In addition to an army of blue-uniformed screeners, TSA introduced U.S. travelers to extensive new security protocols. Tickets and photo IDs became required to get through the screening area. Laptop computers and electronics had to be removed from carry-on bags. Shoes were taken off. Liquids were restricted to three-ounce containers. And conventional X-ray machines, which only detected metal objects, were eventually replaced with full-body scanners.

Just four days after the 9/11 attacks, a gunman in Mesa, Arizona went on a shooting rampage. First, he shot and killed Balbir Singh Sodhi, a gas station owner of Indian descent. Sodhi was Sikh, so he wore a turban. The gunman assumed he was Muslim. Minutes later, the gunman shot at another gas station clerk of Lebanese descent, but missed, and then shot through the windows of an Afghan-American family.

Before 9/11, people didn’t have to have a ticket to wander around the airport or wait at the gate. No one checked passengers' IDs before boarding the plane. And the only item people had to remove when passing through security was loose change from their pockets. Price says that most airports didn’t bother running background checks on their employees, and checked baggage was never scanned.

FBI conducted surveillance. Long-standing rules meant to protect Americans from “unreasonable search and seizure” were loosened or thrown out in the name of national security.

Congress gave the FBI and NSA new abilities to collect and share data. For example, the Patriot Act gave intelligence agencies the power to search an individual’s library records and internet search history with little judicial oversight. Agents could search a home without notifying the owner, and wiretap a phone line without establishing probable cause.

This law gave the NSA nearly unchecked authorities to eavesdrop on American phone calls, text messages and emails under the premise of targeting foreign nationals suspected of terrorism. 

“If anyone had said this is what they expected the threat to be the day after 9/11, they probably would have been laughed at,” says Sterman. “That would have seemed hopelessly naive.”

islands.“Communication with Tonga remains very limited. And I know that is causing a huge amount of anxiety for the Tongan community here,” Ardern said.

water a vital need.Aid agencies said thick ash and smoke had prompted authorities to ask people to wear masks and drink bottled water.

Tsunami advisories were earlier issued for Japan, Hawaii, Alaska and the U.S. Pacific coast. The U.S. Geological Survey estimated the eruption caused the equivalent of a magnitude 5.8 earthquake. Scientists said tsunamis generated by volcanoes rather than earthquakes are relatively rare.

“It’s really bad. They told us to stay indoors and cover our doors and windows because it’s dangerous,” she said. “I felt sorry for the people. Everyone just froze when the explosion happened. We rushed home.” Outside the house, people were seen carrying umbrellas for protection.

One complicating factor to any international aid effort is that Tonga has so far managed to avoid any outbreaks of COVID-19. Ardern said New Zealand's military staff were all fully vaccinated and willing to follow any protocols established by Tonga.

In a video posted on Facebook, Nightingale Filihia was sheltering at her family's home from a rain of volcanic ash and tiny pieces of rock that turned the sky pitch black.

The tsunami waves caused damage to boats as far away as New Zealand and Santa Cruz, California, but did not appear to cause any widespread damage. Snider said he anticipated the tsunami situation in the U.S. and elsewhere to continue improving.

“We are praying that the damage is just to infrastructure and people were able to get to higher land,” she said.U.S. Secretary of State Antony Blinken wrote on Twitter he is “deeply concerned for the people of Tonga as they recover from the aftermath of a volcanic eruption and tsunami. The United States stands prepared to provide support to our Pacific neighbors.”

On Tonga, which is home to about 105,000 people, video posted to social media showed large waves washing ashore in coastal areas and swirling around homes, a church and other buildings. A Twitter user identified as Dr. Faka’iloatonga Taumoefolau posted video showing waves crashing ashore

The explosion of the Hunga Tonga Hunga Ha’apai volcano, about 64 kilometers (40 miles) north of Nuku’alofa, was the latest in a series of dramatic eruptions. In late 2014 and early 2015, eruptions created a small new island and disrupted international air travel to the Pacific archipelago for several days.

“The surface area of the island appears to have expanded by nearly 45% due to ashfall,” Planet Labs said days before the latest activity.

Savannah Peterson watched in shock as the water rose several feet in a matter of minutes in front of her oceanfront house in Pacifica, California, just south of San Francisco.

In northern Peru's Lambayeque region, two women drowned after being swept away by ″abnormal waves″ following the eruption, authorities said. A dozen restaurants and a coastal street were also flooded along El Chaco beach in Paracas district.

Third, relatedly, the French view everything from the perspective of scarcity, meaning they assume they have to compensate for a lack of resources with smarts and courage, and by making the most of what they have.

It is true that at the heart of Foch’s thinking about war is a Romantic interpretation of “modern” warfare that owes a lot to Clausewitz as well as ambient French Romanticism, which encouraged rejection of materialist or positivist philosophies and valorized spirit and will.

Wars for Foch were contests between wills; the most obstinate wins. But they were also fundamentally about aggression. If you want to push your enemy back, “hit him, otherwise nothing is done, and to that end there is only one means: battle.”

Foch believed that strategy boiled down to maneuver. But the maneuvering had to be for the sake of setting up the decisive attack.

Napoleon maneuvered to kill. Foch believed he could teach the art of maneuvering to kill by studying not formulae for victory but rather fundamental “principles of war” that he believed should guide commanders’ analysis of how to proceed.

Foch’s catchphrase was said to have been “De quoi s’agit-il?” meaning “What’s it all about?” The idea is to think and adapt rather than do anything mechanically, an imperative that gave commanders full license, for example, to abandon the disastrous tactics of 1914 and try something else.

What he actually wrote is this: economy of force, intellectual discipline, liberty of action, security, strategic surprise, and the decisive attack.

what most French officers would say if quizzed about Foch: economy of force, concentration of efforts, and liberty of action.

“one does not hunt two hares at the same time.” Elaborating on the idea, he defined economy of force as the “art of [dispersing one’s efforts] [ in a profitable manner, of getting the greatest possible benefit out of the resources one has.”

Foch argued for what later would be referred to by Americans as mission command, and, in the French army, the principle of “subsidiarity,” which boils down to the idea that an officer should communicate his general intent to his subordinate officers, but leave to them the authority and autonomy to figure out the best way to fulfill it.

Intellectual Discipline and Liberty of Action

Just as when one walks through a dark house one extends one’s arm in front to guard against walking into obstacles, Foch wrote, an army must deploy a force ahead as well as to the sides and rear. The objective is to protect the major portion of the force, the gros, from being forced to react and thereby losing its liberty of action

Security

Though Foch spoke of the need for decisive battles with language that evoked the physical destruction of the adversary’s armies, he was really interested in imposing upon the enemy a psychological effect that was analogous to the effect ideally brought about by a surprise: namely, a combination of terror and paralysis.

Strategic Surprise and Decisive Attack

the French army today recognizes five principles of war. The first three are straight Foch: liberty of action, economy of means, and concentration of efforts. To these the French have added two more, reportedly derived from the 1992 book on strategy by Adm. Guy Labouérie (1933–2016). These are “uncertainty” and foudroyance.

Uncertainty quite simply is something one most go to great lengths to cultivate among one’s adversaries: uncertainty about what one is doing and going to do, where, when, and why

Foudroyance, derived from the word for thunder (foudre), means a sudden crippling shock. In truth, it amounts to a rephrasing of Foch’s principle of strategic surprise

At the 2019 “Principles of War in 2035” conference, participants discussed whether or not new technologies, new forms of conflict, and new contextual realities (such as new political landscapes, the role of the media, and the much smaller size of most militaries) had changed or would in the foreseeable future change warfare so significantly as to make Foch finally useless. In essence, the answer was no,

Foch’s principles also make particular sense given the French army’s lack of resources, compared not just to the U.S. military but even the French army of Foch’s day. Economy of means when means are limited is not a thought exercise

Foch above all counseled fighting smart, and trying always to answer “de quoi s’agit-il?” even if this amounts to nothing more than the imperative to take a moment and think through what one is trying to achieve. This seems self-evident, but recent American military history suggests civilian and military leaders could benefit from the reminder.

Ukraine is also receiving vital private-sector assistance, notably the delivery of Starlink internet terminals, which are helping maintain communications

All I can do is to apply history, as there is no model from political science or economics that can really help us here.

1. Do the Russians manage to take Kyiv in a matter of two, three, four weeks or never?

At least one military analyst I respect said late last week that the Russian invasion force has around two weeks left before serious logistical and supply problems force Putin seriously to the negotiating table.

On the other hand, Western media seem over-eager to cover news of Russian reverses, and insufficiently attentive to the harsh fact that the invaders continue to advance on more than one front.

A better analogy than the Winter War with Finland may be the Soviet invasion of Afghanistan that began in December 1979.

Economic warfare between 1914 and 1918 was not a substitute for sending British armies to fight on the European continent, just as it had not been in the Napoleonic Wars against France.

What I cannot tell is whether or not these weapons and other equipment will suffice to sustain Ukrainian resistance over the coming weeks.

But the Ukrainians have no real answers to higher-altitude bombardment and missile attacks.

2. Do the sanctions precipitate such a severe economic contraction in Russia that Putin cannot achieve victory?

I have heard it said that the breadth and depth of the sanctions imposed on Russia make them unprecedented. I disagree

recalls but does not quite match the sanctions that Britain and its allies imposed on Germany at the outbreak of World War

It seems there are seven distinct historical processes at work and it’s not clear which is going fastest.

Then, as now, it was possible for an increasingly authoritarian government to impose economic controls and divert resources away from civilian consumption to the war effort, while blaming the resulting deprivation on the enemy

We should remember that those measures did not defeat Germany, however, because — like Russia today — it had the resources to be self-sufficient

no one should forget that self-sufficiency is possible for Russia, albeit at the price of severe austerity, whether it is a choice or a consequence of war.

China is able to help Russia in ways that could mitigate the economic shock, just as for years it has helped Iran to circumvent U.S. sanctions by buying its oil.

Unlike Soviet citizens, who were accustomed to a state monopoly on communications, today’s Russians have come to rely as much as we do on Big Tech. Being cut off from the metaverse may prove a more psychologically painful deprivation than shortages of imported foods.

even a 35% quarterly decline in gross domestic product does not condemn a country to military defeat if its planes can still fly and its tanks still fire rounds.

3. Does the combination of military and economic crisis precipitate a palace coup against Putin?

4. Does the risk of downfall lead Putin to desperate measures (carrying out his nuclear threat)? 

The people with the power to arrest Putin are the people he counts on to execute his arrest orders: Nikolai Patrushev, the head of the Security Council and, like Putin, a long-serving KGB officer; Sergei Naryshkin, the head of foreign intelligence; and Alexander Bortnikov, who heads the Federal Security Service, the successor to the KGB.

6. Does the West’s attention deficit disorder kick in before any of this?

If Putin’s goal was to deter members of NATO from offering direct military assistance to Ukraine, it seemed to have some effect.

Russian casualties are being caused by Ukrainians using arms supplied by multiple NATO countries, including the U.S. and Turkey, but they are mostly crossing into Ukraine from Poland. Might Putin therefore strike a target in eastern Poland — Lublin, say, or Przemysl?

he is surely more likely to do so if believes the U.S. would not immediately retaliate in kind against a Russian target. A key lesson of this entire crisis has been that indications of weakness on the U.S. side, which I discussed here last week, have emboldened Putin.

5. Do the Chinese keep Putin afloat but on the condition that he agrees to a compromise peace that they offer to broker?

My guess is that the Chinese make no serious diplomatic move until they are convinced Putin’s invasion is thoroughly bogged down in Ukraine’s spring mud.

I would not bet the fate of Ukraine on Russian internal politics.

Remarkably, one U.S. legislator told me last week that he “couldn’t recall an issue more obsessively followed and more unifying among” his constituents.

The only real significance of Western public outrage at Putin’s actions is the political pressure it exerts on Biden and other leaders to take a tougher line with Russia.

7. What is the collateral damage?

History shows that wars (much more than pandemics) are the most common cause of jumps in inflation.

The best-known recent illustration is the way wars in 1973 (Yom Kippur) and 1979 (Iran-Iraq) contributed to the great inflation of the Seventies

these price spikes are not confined to oil and gas but involve a host of other commodities. The prospect of this year’s Ukrainian grain harvest being disrupted means a significant surge in food prices, with all kinds of consequences, especially in developing countries.

A tsunami of war has struck Ukraine. Whether the Russian tide flows or ebbs in the coming weeks will do much to determine the course of world history for the rest of our lives.

Nor can we ignore the risks that may be lurking within the international financial system.

This is the first big crisis of Cold War II, which is in many ways like a mirror image of Cold War I, with China the senior partner, Russia the junior, and a hot war in Eastern Europe rather than East Asia (it was Korea’s turn in 1950).

I do not know how the crisis will turn out, but I do know it will have profound consequences for the course of the superpower contest.

If the invasion of Ukraine ends in disaster for the heroic defenders of Kyiv and their comrades, another disaster may well follow — and it could occur as far away as Taiwan. Conversely, if there is justice in the world and the disaster befalls the architect of this war, that too will give birth to some fresh and unforeseeable event.

Add these seven imponderables together and you see how profoundly important the next few weeks will be.

The failure of the administration to signal that it would retaliate is of a piece with last year’s reports that Biden’s national security team was considering ruling out first use of nuclear weapons in its new national military strategy. Nuclear missiles cease to be a deterrent if one side is unwilling to use them.

Today, however, the boot is on the other foot. Not only is Putin intimidating NATO; he may have achieved something more, namely a tacit admission by the Biden administration that it would not necessarily retaliate with nuclear weapons if Russia used them.

For the past three decades, most countries have acted with one lodestar in mind: economic growth. They have embraced trade, technology and domestic reforms, all to produce more growth.

Those kinds of choices are possible in an atmosphere in which one does not have to worry that much about the core issue of national security. But today, countries around the world that took security for granted — from Canada to Germany to Japan — are thinking anew about their defense postures and forces.

Countries are searching for greater national security in their supply chains and economies more broadly, a trend that began some years ago

From Brexit to “Buy American,” the policies being adopted by many of the most fervently free-market countries are animated more by populist nationalism than market economics.

We may be seeing the reversal of 30 years of globalization.

efficiency, will surely have the effect of raising prices everywhere.

inflation could become a more permanent feature of the new world even if the supply shocks caused by the war are temporary.

One of the defining features of the new era is that it is post-American. By that I mean that the Pax Americana of the past three decades is over.

The United States remains the world’s leading power, still stronger than all the rest by far. It also benefits from some of the features of this new age. The United States is the world’s leading producer of hydrocarbons.

Geopolitically, the Russian invasion of Ukraine has put Washington’s chief competitor, China, in an awkward position, forcing Beijing to defend Russia’s actions and putting it at odds with the European Union, with which it has tried hard to have close ties.

The greatest strategic opportunity lies with Europe, which could use this challenge to stop being the passive international actor it has been for decades.

If Europe becomes a strategic player on the world stage, that could be the biggest geopolitical shift to emerge from this war. A United States joined by a focused and unified Europe would be a super-alliance in support of liberal values.

But for the West to become newly united and powerful, there is one essential condition: It must succeed in Ukraine. That is why the urgent necessity of the moment is to do what it takes — bearing costs and risks — to ensure that Putin does not prevail.

It means scrapping rules about weapons exports, a huge boost in defence spending and an end to Russian energy imports. A Russian gas pipeline to Germany called Nord Stream 2 has already been suspended.

"For the foreseeable future, co-operation with Russia will not occur. It will be more about containment and deterrence and, if needed, defence against Russia," Mr Schmid tells me.

Unexpectedly hawkish words for a party that until seven weeks ago believed Germany's historical guilt and moral duty to make up for Nazi crimes meant peace with Russia at all costs.

Even Germany's view of its own history is changing.

Until the invasion mainstream opinion was that German reunification was thanks to dialogue with Moscow by another SPD chancellor, Willy Brandt. But now the debate has shifted, with reminders that Mr Brandt's diplomacy was backed up by strong deterrence, including a West German defence budget of 3% of GDP.

The issue of German historical war guilt has also become more nuanced. Before the invasion the government argued against weapon deliveries to Ukraine because of Nazi crimes against Russia.

"Under Putin, official Russian policy tried to monopolise the memory of the Second World War for the bilateral German-Russian relationship," explains Mr Schmid. This blinded parts of German society to the suffering of Ukrainians during he war, he adds.

Now there is a greater awareness of Ukraine's traumas under the Nazis.

Berlin's rhetoric has shifted dramatically. But some ask whether actions are following fast enough. Certainly warm words of support are not enough for Ukraine's President Volodymyr Zelensky. He has criticised Germany's continued reliance on Russian oil and gas.

In a BBC interview last week, Mr Zelensky called payments for Russian energy "blood money". And a planned visit to Kyiv by President Steinmeier was cancelled at the last minute.

certainly German politicians and commentators interpret the failed visit as a sign of Ukraine's distrust in the German president, who as foreign minister under Angela Merkel spent years trying to achieve peace by engaging with Russia.

"Our partners look at us, and say: OK, you do a Zeitenwende but what are you practically doing?" she says. "On sanctions we are timid and on weapons delivery, we are reluctant. So, rightly, they wonder what that Zeitenwende is about, and given that Germany is a big economic, military, political power in the middle of Europe, whatever we do makes a difference, in good ways and bad."

"This is a dilemma that Germany has created itself," argues political scientist Liana Fix, head of the Körber Foundation. "That's obviously difficult to accept for other countries, who are willing to go ahead with an embargo and have done their homework on energy diversification."

Ironically, it's a Green Party politician, Economy Minister Robert Habeck, from a party that for years has been calling for energy independence from Russia, who is having to solve this dilemma.

On military support for Ukraine, Berlin says it is prepared to send whatever weapons Kyiv needs. But there are allegations that some ministries are getting tied up in bureaucracy. Here, too, it is a Green politician, Foreign Minister Annalena Baerbock, who is pushing the governing coalition to go faster. She has called for heavy weaponry, such as tanks or fighter jets, for Ukraine.

Olaf Scholz has to keep his party onside, govern in a three-way coalition and overturn Germany's guilt-laden pacifist identity overnight.

But even his allies say the chancellor should at least communicate better what's going on

Meanwhile, it feels like many individual Germans are going through their own Zeitenwende. Ariane Bemmer, a columnist for the Tagesspiegel newspaper, has written about reassessing her own feelings towards Russia. "I definitely got it wrong, it's like losing a friend,"

Like many in the former West Germany in the 1980s, she was wary of US-style cutthroat capitalism. She bought a book called Ami Go Home - she never read it, but felt it would look good on her bookshelf - and was intrigued by the reforms in Russia.

"In America you had Ronald Reagan as a president, which was a shock for us. We thought: what will he do, this crazy actor with his cowboy boots? Will he set the world on fire? Russia was a place where all the good changes were, perestroika, freedom, wind of change," she says.

Few in Germany think that now. In one recent poll, 55% of Germans said Berlin should send heavy weapons, such as tanks and fighter jets, to Ukraine to fight against Russia.

For Ariane, and many other Germans, any lingering Russophile romanticism vanished for good the day Putin's tanks rolled over Ukraine's border.

Several who switched their vote between 2019 and now objected to measures they said did not specifically address strengthening NATO to help Ukraine. Rep. Barry Loudermilk (R-Ga.) found it particularly problematic that the resolution instructed NATO to be involved when a country has “internal threats from proponents on illiberalism,” which he says could be interpreted as conservatism.

Similarly, from Rep. Robert B. Aderholt (R-Ala.): “I am wholeheartedly, unequivocally, without reservation, supportive on NATO.”

Aderholt said he worried that the resolution “had some language in that I thought went on the political side. And I don’t want to see NATO go political. I want to see NATO stand up for, you know, what’s going on in Ukraine — stand up for Ukraine against Russia.”

Another sign of the party’s isolationist wing emerged Thursday, as the House passed an update to a World War II-era military bill creating a lend-lease program intended to make it easier for the United States to supply Ukraine with military aid. Only 10 lawmakers — all Republicans — voted against the measure.

For some foreign policy experts and international allies, the mere fact that nearly one-third of the Republican conference voted against a bill that fundamentally seeks to support both NATO and Ukraine highlights a marked foreign policy evolution in the Republican Party.

“We now are really seeing the true impact of deep, deep political polarization, where it is better to harm the other side than do what’s right for the country,” said Heather Conley, president of the German Marshall Fund. “This deep domestic polarization has now crept into foreign and security policy. There has always been strong bipartisan support for NATO, but everything now has become polarized and can be weaponized against the other side, even if it supports U.S. national security interests.”

The answer, however, is existential in Europe, where the fallout from the war in Ukraine has showcased the importance of the United States and the limits of aspirations for European autonomy on matters of technology and defense, according to lawmakers and diplomats.

Flash points are already coming into view. In 2020, NATO Secretary General Jens Stoltenberg started a working group aimed at strengthening NATO. The group’s final product, “NATO 2030: United for a New Era,” included proposals, such as the creation of a Center for Democratic Resilience, that have been scorned by pro-Trump Republicans, including many of the 63 Republicans who recently voted against the House resolution affirming support for NATO.

A diplomat from a Baltic state, who spoke on the condition of anonymity to avoid alienating U.S. partners, called the vote a “Trump effect.”

But for some, the changes are not enough. Rep. Warren Davidson (R-Ohio), who voted against the recent resolution, said he objected not to NATO but to its future direction, which in his view places too large a burden on the United States and involves too much promotion of specific values.

Disagreements have broken out among member nations over the erosion of democracy within the alliance, with criticism directed in particular at Turkey, Hungary and Poland. A Central European diplomat said objections to the democracy center reflect admiration for the likes of Hungary’s Viktor Orban in other Western nations.

De Maizière echoed that view, saying his primary concern about upcoming U.S. elections was that “right-wing Republicans are drifting away from this common path of Western values.”

Radoslaw Sikorski, a Polish member of the European Parliament who chairs the body’s delegation for relations with the United States, said Ukraine “is the second big issue on which Republicans and Democrats agree, after China.”

“Ukraine has given new credibility to the Atlanticist wing of the Republican Party, which I find encouraging,” said Sikorski, a member of his country’s centrist Civic Platform party and a prominent critic of the ruling, right-wing Law and Justice party. “There seems to be competition in being pro-Ukrainian and wanting to stop Putin.”

“We’re certainly going to have a lot of these talks with my colleagues, particularly next cycle, if there’s any assault on NATO that is launched,” Fitzpatrick said. “I will tell you that NATO needs to be reformed significantly. But it is absolutely critical that it be maintained because without NATO, dictators are going to, it’s going to be the Wild West internationally.”

Tommy Vietor, a National Security Council spokesman under Democratic President Barack Obama, said: “It’s a pretty shocking turn.”

“There’s an appropriate and important conversation to be had about the history of NATO expansion and whether it was well-thought-through,” said Vietor, now a co-host of “Pod Save America.” “But you didn’t see people in either party really fundamentally questioning the value of the alliance.

Right now, the outcome that we have been sliding toward seems one in which an autocratic East gradually divides from — and then potentially accelerates past — a democratic but divided West. 

Seizing that opportunity will require an understanding of both economics and history.

By any economic measure the West is significantly more powerful than the East, using the terms “West” and “East” to mean political alliances rather than just geographical regions. The U.S. and its allies account for 60% of global gross domestic product at current exchange rates; China, Russia and the autocracies amount to barely a third of that. And for the first time in years, the West is coming together rather than falling apart.

The question for Biden and the European leaders he will meet this week is simple: What sort of world do they want to build in the future? Ukraine could well mark the end of one great episode in human history. It could also be the time that the free world comes together and creates another, more united, more interconnected and more sustainable one than ever before

the answer to globalization’s woes isn’t to abandon economic liberalism, but to redesign it. And the coming weeks offer a golden opportunity to redesign the global economic order.

Yet once politicians got out of the way, globalization sped up, driven by technology and commerce.

Only after the Second World War did economic integration resume its advance — and then only on the Western half of the map

What most of us today think of as globalization only began in the 1980s, with the arrival of Thatcherism and Reaganism, the fall of the Berlin Wall, the reintegration of China into the world economy, and, in 1992, the creation of the European single market.

When the guns finally fell silent in 1918 and peace was forced on Germany at Versailles (in the Carthaginian terms that Keynes decried so eloquently), the Bidens, Johnsons and Macrons of the time tried to restore the old world order of free trade and liberal harmony — and comprehensively failed. 

As the new century dawned and an unknown “pro-Western” bureaucrat called Vladimir Putin came to power in Russia, the daily volume of foreign-exchange transactions reached $15 trillion. 

More recently, as the attacks on globalization have mounted, economic integration has slowed and in some cases gone into reverse.

Meanwhile in the West, Ukraine has already prompted a great rethink. As German Chancellor Olaf Scholz has proclaimed, we are at a Zeitenwende — a turning point. Under his leadership, pacifist Germany has already proposed a defense budget that’s larger than Russia’s. Meanwhile, Ukrainian immigrants are being welcomed by nations that only a few months ago were shunning foreigners, and, after a decade of slumber in Brussels, the momentum for integration is increasing.

But this turning point can still lead in several directions.

the invasion of Ukraine is accelerating changes in both geopolitics and the capitalist mindset that are deeply inimical to globalization.

The changes in geopolitics come down to one word: China, whose rapid and seemingly inexorable rise is the central geopolitical fact of our time.  

absent any decisive action by the West, geopolitics is definitively moving against globalization — toward a world dominated by two or three great trading blocs: an Asian one with China at its heart and perhaps Russia as its energy supplier; an American-led bloc; and perhaps a third centered on the European Union, with the Europeans broadly sympathetic to the U.S. but nervous about the possible return of an America-First isolationist to the White House and irked by America’s approach to digital and media regulation.

World trade in manufactured goods doubled in the 1990s and doubled again in the 2000s. Inflationary pressures have been kept low despite loose monetary policies.

From a CEO’s viewpoint, Putin’s invasion of Ukraine has done more than unleash Western embargoes and boost inflation. It is burying most of the basic assumptions that have underlain business thinking about the world for the past 40 years. 

Commercially speaking, this bet paid off spectacularly. Over the past 50 years multinationals have turned themselves from federations of national companies into truly integrated organizations that could take full advantage of global economies of scale and scope (and, of course, global loopholes in taxes and regulations)

Just as important as this geopolitical shift is the change in the capitalist mindset. If the current age of globalization was facilitated by politicians, it has been driven by businesspeople. Ronald Reagan and Margaret Thatcher didn’t decide that the components of an iPhone should come from 40 countries. Facebook wasn’t created by senior politicians — not even by Al Gore. Uber wasn’t an arm of the Department of Transportation. 

profits have remained high, as the cost of inputs (such as energy and labor) have been kept low.

Now what might be called the Capitalist Grand Illusion is under assault in Kyiv — just as Norman Angell’s version was machine-gunned on the Western Front.

Militarism and cultural rivalries keep trumping economic logic.

The second is Biden’s long experience

Every Western company is now wondering how exposed it is to political risk. Capitalists are all Huntingtonians now.

Greed is also acquiring an anti-global tint. CEOs are rationally asking how they can profit from what Keynes called “monopolies, restrictions and exclusions.

So the second age of globalization is fading fast. Unless something is done quickly and decisively, the world will divide into hostile camps, regardless of what happens in Ukraine.

this divided world will not suit the West. Look at the resolution passed by the United Nations General Assembly to condemn Russia’s invasion of Ukraine. The most trumpeted figure is that only 40 countries did not vote for this (35 abstained, and five voted against it), compared with 141 countries who voted in favor. But those 40 countries, which include India and China, account for the majority of the world’s population.

we still have time to shape a very different future: one in which global wealth is increased and the Western alliance bolstered.

One of the great problems with modern liberalism for the past few decades has been its lack of a gripping narrative and a compelling cast of heroes and villains

Now Putin has inadvertently reversed all that. Freedom is the creed of heroes such as Zelenskiy; anti-liberalism is the creed of monsters who drop bombs on children.

Biden can soften that message at home by adding a political dimension to his trade agenda. “Build back better” applies to globalization, too. A global new deal should certainly include a focus on making multinational companies pay their taxes, and the environment should be to the fore. But Biden should also talk about the true cost of protectionism in terms of higher prices, worse products and less innovation.

So far, Biden’s handling of the Ukraine invasion has been similarly nuanced. He has drawn a line between supplying the resistance and becoming involved in the war (or giving others an excuse to claim the U.S. is involved). And he has put firm pressure on China to stay out of the conflict.

Biden needs to recognize that expanding economic interdependence among his allies is a geostrategic imperative. He should offer Europe a comprehensive free-trade deal to bind the West together

It is not difficult to imagine Europe or democratic Asia signing up for these sorts of pacts, given the shock of Putin’s aggression and their fear of China. Biden’s problem is at home. Why should the Democratic left accept this? Because, Biden should say, Ukraine, China and America’s security matter more than union votes.

Biden should pursue a two-stage strategy: First, deepen economic integration among like-minded nations; but leave the door open to autocracies if they become more flexible.

CEOs who used to build empires based on just-in-time production are now looking at just-in-case: adding inefficient production closer to home in case their foreign plants are cut off.

Constructing such a “new world order” will be laborious work. But the alternative is a division of the world into hostile economic and political blocs that comes straight out of the 1930s

Biden, Johnson, Scholz and Macron should think hard about how history will judge them. Do they want to be compared to the policymakers in the aftermath of World War I, who stood by impassively as the world fragmented and monsters seized the reins of power? Or would they rather be compared to their peers after World War II, policymakers who built a much more stable and interconnected world?

The Western policymakers meeting this week will say they have no intention of closing down the global order. All this economic savagery is to punish Putin’s aggression precisely in order to restore the rules-based system that he is bent on destroying — and with it, the free flow of commerce and finance. In an ideal world, Putin would be toppled — the victim of his own delusions and paranoia — and the Russian people would sweep away the kleptocracy in the Kremlin. 

In this optimistic scenario, Putin’s humiliation would do more than bring Russia back to its senses. It would bring the West back as well. The U.S. would abandon its Trumpian isolationism while Europe would start taking its own defense seriously. The culture warriors on both sides of the Atlantic would simmer down, and the woke and unwoke alike would celebrate their collective belief in freedom and democracy.

There’s a chance this could happen. Putin wouldn’t be the first czar to fall because of a misjudged and mishandled war.

Regardless of whether China’s leader decides to ditch Putin, the invasion has surely sped up Xi’s medium-term imperative of “decoupling” — insulating his country from dependence on the West.

For the “wolf pack” of young Chinese nationalists around Xi, the reaction to Ukraine is another powerful argument for self-sufficiency. China’s vast holdings of dollar assets now look like a liability given America’s willingness to confiscate Russia’s assets,

Some Americans are equally keen on decoupling, a sentiment that bridged Republicans and Democrats before Putin’s invasion of Ukraine.

In the great intellectual battle of the 1990s between Francis Fukuyama, who wrote “The End of History and the Last Man” (1992), and his Harvard teacher Samuel Huntington, who wrote “The Clash of Civilizations” (1996), CEOs have generally sided with Fukuyama.

Biden needs to go further in the coming weeks. He needs to reinforce the Western alliance so that it can withstand the potential storms to come

Keynes, no longer a protectionist, played a leading role in designing the International Monetary Fund, the World Bank, and the infrastructure of the postwar Western order of stable exchange rates. He helped persuade the U.S. to lead the world rather than retreating into itself. He helped create the America of the Marshall Plan. This Bretton Woods settlement created the regime that eventually won the Cold War and laid the foundations for the second age of globalization.

At the closing banquet on July 22, the great man was greeted with a standing ovation. Within two years he was dead — but the world that he did so much to create lived on. That world does not need to die in the streets of Kyiv. But it is on course to do so, unless the leaders meeting this week seize the moment to create something better. 

The president’s allies are newly optimistic the brightening economic mood will further discredit the notion that a recession is necessary to tame inflation.

Despite the disagreement, senior White House aides still talk to Summers frequently and routinely seek his input. Summers has been to the White House several times this year alone, even as he continues to publicly hammer Biden’s industrial policy, student loan forgiveness and other economic programs.

Along with other centrist economists, Summers says inflation remains dangerously high, warning it could reaccelerate. The latest inflation report shows prices rising by 3.2 percent in July relative to one year ago, but a less volatile measure of price increases is still at 4.7 percent. The labor market remains strong not because Biden has defied the laws of economic reality, according to Summers, but because the battle against inflation is still far from won. Summers maintains the rescue plan sparked inflation that is at risk of becoming “entrenched” — a long-term problem for consumers and businesses.

“I don’t think anybody should reach any definitive judgments until we see how things play out,” Summers said in an interview. Summers said his predictions were based on standard macroeconomic models, and not meant to be interpreted as precise estimates. “The idea that bringing down inflation has nothing to do with increasing unemployment runs different from all conventional macroeconomic assessments.”

“The Democratic Party is currently split between people who thought the American Rescue Plan was appropriately sized and absolutely necessary — and those who think it was too big and had collateral effects that were quite damaging,” said Bill Galston, a policy analyst at the D.C.-based Brookings Institution who served in the Clinton administration. “This is a moral question, but it’s also a political question. If Joe Biden loses the election principally because of economic discontent over inflation and high prices, then a lot of Democrats will conclude it was not worth it.”

Summers has also made predictions that still do not appear to have been borne out, at least not yet. In a June 2022 speech at the London School of Economics, when inflation was at its 9.1 percent peak, Summers said the nation would “need” substantially higher levels of unemployment for inflation to come down.

“We need five years of unemployment above 5 percent to contain inflation — in other words, we need two years of 7.5 percent unemployment or five years of 6 percent unemployment or one year of 10 percent unemployment,

That same month, Summers and a co-author wrote that reducing job vacancies by 20 percent “requires, on average” a three percentage point increase in the unemployment rate. The number of job openings has fallen about 16 percent with no discernible jump in unemployment

In September 2022, Summers reiterated the point to Fortune: “I’m not sure you’re restraining inflation until you get the unemployment rate close to 5 percent, and to significantly restrain inflation you’re likely to need unemployment for some period at 6 percent.” The unemployment rate was 3.5 percent then and is the same level now.

In more recent interviews, Summers has defended his estimates by pointing out that inflation remains above the Fed’s 2 percent target. In particular, Summers emphasizes that it was always the case that transitory factors — such as soaring gas prices — pushed inflation up higher, to closer to 8 percent, but that the more stable “underlying” inflation was closer to 4.5 percent.

Even with lower overall inflation, Summers argues, underlying inflation remains largely unchanged — though the decline in transitory prices makes the problem appear to be going away.

“I think it’s fair to say — given how hot the economy is — the inflation performance at this point is better than I think many standard models would have predicted,” Summers said. “But I don’t think that all establishes we’re on a confident glide path to 2 percent with current rates of unemployment.”

More liberal economists argued that Summers misdiagnosed the cause of higher inflation, and therefore missed the cure. These economists contend that price spikes were overwhelmingly caused by supply chain disruptions, including lingering shocks from the pandemic and Russia’s invasion of Ukraine, not by too much government stimulus. As supply chains have normalized, so too has inflation.

Skanda Amarnath, executive director of the left-leaning think tank Employ America, emphasized that inflation is “now broadly decelerating,” not just in some idiosyncratic or transitory factors such as energy and used cars but across a large range of categories — household furnishings, technological equipment, wages, legal and professional services, and more.

“Remember when the experts said that to get inflation under control we needed to lower wages, and drive up unemployment? I never bought that,” Biden tweeted on July 20. “Instead, I focused on getting more Americans into the workforce, fixing our broken supply chains, and lowering costs.

Summers remains unconvinced about the rescue plan, pointing to substantial “unhappiness in the middle class about the state of the economy” over the last two years, mostly driven by inflation.

President Biden has said the goal of U.S. aid is to put Ukraine in the strongest possible position for eventual peace negotiations, without saying under what conditions it should negotiate.

But throughout the war, strengthening Ukraine with decisive firepower has clashed with another, overriding Western priority: to avoid uncontrolled escalation that leads to a direct war with Russia or to Putin using nuclear weapons.

A drawback of the U.S.’s incremental approach to military aid: Without a battlefield breakthrough, Kyiv doesn’t want to negotiate peace—and Moscow doesn’t have to.

“You end up in a strange middle ground where you’re not necessarily able to accomplish that second goal of putting Ukraine in a position of strength that makes negotiations possible.”

The thinking stems from an eagerness to contain a conflict whose shock waves have been felt across the global economy, uncertainty about how long Western voters will support the current levels of aid for Kyiv and disbelief that Ukraine can fully expel Russian forces.

arl von Clausewitz famously wrote that “war is a mere continuation of policy by other means,” stressing that military force is an instrument for attaining a political goal. Some unsuccessful wars have resulted less from lost battles than from the lack of an achievable political aim, so that campaigns came to be seen as draining and fruitless. Modern examples arguably include the Soviet and U.S. failures in Afghanistan and America’s defeat in Vietnam.

Some observers believe the state of war against Ukraine and its Western backers is becoming an end in itself, the raison d’être of a regime that can no longer offer economic growth and stability.

Russia hasn’t given up its maximal goal, pursued in many neighboring countries for years, Polyakova said: to reassert its old sphere of influence and stop countries such as Ukraine from moving further West—whether that means domination or turning them into failed states. The Kremlin’s lesser declared aims are tactical maneuvering

that’s particularly true on the I.R.A., which has to build all these things in the real world.

we’re trying to do industrial physical transformation at a speed and scale unheralded in American history. This is bigger than anything we have done at this speed ever.

The money is beginning to move out the door now, but we’re on a clock. Climate change is not like some other issues where if you don’t solve it this year, it is exactly the same to solve it next year. This is an issue where every year you don’t solve it, the amount of greenhouse gases in the atmosphere builds, warming builds, the effects compound

Solve, frankly, isn’t the right word there because all we can do is abate, a lot of the problems now baked in. So how is it going, and who can actually walk us through that?

Robinson Meyer is the founding executive editor of heatmap.news

why do all these numbers differ so much? How big is this thing?

in electric vehicles and in the effort, kind of this dual effort in the law, to both encourage Americans to buy and use electric vehicles and then also to build a domestic manufacturing base for electric vehicles.

on both counts, the data’s really good on electric vehicles. And that’s where we’re getting the fastest response from industry and the clearest response from industry to the law.

ROBINSON MEYER: Factories are getting planned. Steel’s going in the ground. The financing for those factories is locked down. It seems like they’re definitely going to happen. They’re permitted. Companies are excited about them. Large Fortune 500 automakers are confidently and with certainty planning for an electric vehicle future, and they’re building the factories to do that in the United States. They’re also building the factories to do that not just in blue states. And so to some degree, we can see the political certainty for electric vehicles going forward.

in other parts of the law, partially due to just vagaries of how the law is being implemented, tax credits where the fine print hasn’t worked out yet, it’s too early to say whether the law is working and how it’s going and whether it’s going to accomplish its goal

EZRA KLEIN: I always find this very funny in a way. The Congressional Budget Office scored it. They thought it would make about $380 billion in climate investments over a decade. So then you have all these other analyses coming out.

But there’s actually this huge range of outcomes in between where the thing passes, and maybe what you wanted to have happen happens. Maybe it doesn’t. Implementation is where all this rubber meets the road

the Rhodium Group, which is a consulting firm, they think it could be as high as $522 billion, which is a big difference. Then there’s this Goldman Sachs estimate, which the administration loves, where they say they’re projecting $1.2 trillion in incentives —

ROBINSON MEYER: All the numbers differ because most of the important incentives, most of the important tax credits and subsidies in the I.R.A., are uncapped. There’s no limit to how much the government might spend on them. All that matters is that some private citizen or firm or organization come to the government and is like, hey, we did this. You said you’d give us money for it. Give us the money.

because of that, different banks have their own energy system models, their own models of the economy. Different research groups have their own models.

we know it’s going to be wrong because the Congressional Budget Office is actually quite constrained in how it can predict how these tax credits are taken up. And it’s constrained by the technology that’s out there in the country right now.

The C.B.O. can only look at the number of electrolyzers, kind of the existing hydrogen infrastructure in the country, and be like, well, they’re probably all going to use these tax credits. And so I think they said that there would be about $5 billion of take up for the hydrogen tax credits.

But sometimes money gets allocated, and then costs overrun, and there delays, and you can’t get the permits, and so on, and the thing never gets built

the fact that the estimates are going up is to them early evidence that this is going well. There is a lot of applications. People want the tax credits. They want to build these new factories, et cetera.

a huge fallacy that we make in policy all the time is assuming that once money is allocated for something, you get the thing you’re allocating the money for. Noah Smith, the economics writer, likes to call this checkism, that money equals stuff.

EZRA KLEIN: They do not want that, and not wanting that and putting every application through a level of scrutiny high enough to try and make sure you don’t have another one

I don’t think people think a lot about who is cutting these checks, but a lot of it is happening in this very obscure office of the Department of Energy, the Loan Program Office, which has gone from having $40 billion in lending authority, which is already a big boost over it not existing a couple decades ago, to $400 billion in loan authority,

the Loan Program Office as one of the best places we have data on how this is going right now and one of the offices that’s responded fastest to the I.R.A.

the Loan Program Office is basically the Department of Energy’s in-house bank, and it’s kind of the closest thing we have in the US to what exists in other countries, like Germany, which is a State development bank that funds projects that are eventually going to be profitable.

It has existed for some time. I mean, at first, it kind of was first to play after the Recovery Act of 2009. And in fact, early in its life, it gave a very important loan to Tesla. It gave this almost bridge loan to Tesla that helped Tesla build up manufacturing capacity, and it got Tesla to where it is today.

EZRA KLEIN: It’s because one of the questions I have about that office and that you see in some of the coverage of them is they’re very afraid of having another Solyndra.

Now, depending on other numbers, including the D.O.E., it’s potentially as high as $100 billion, but that’s because the whole thing about the I.R.A. is it’s meant to encourage the build-out of this hydrogen infrastructure.

EZRA KLEIN: I’m never that excited when I see a government loans program turning a profit because I think that tends to mean they’re not making risky enough loans. The point of the government should be to bear quite a bit of risk —

And to some degree, Ford now has to compete, and US automakers are trying to catch up with Chinese EV automakers. And its firms have EV battery technology especially, but just have kind of comprehensive understanding of the EV supply chain that no other countries’ companies have

ROBINSON MEYER: You’re absolutely right that this is the key question. They gave this $9.2 billion loan to Ford to build these EV battery plants in Kentucky and Tennessee. It’s the largest loan in the office’s history. It actually means that the investment in these factories is going to be entirely covered by the government, which is great for Ford and great for our build-out of EVs

And to some degree, I should say, one of the roles of L.P.O. and one of the roles of any kind of State development bank, right, is to loan to these big factory projects that, yes, may eventually be profitable, may, in fact, assuredly be profitable, but just aren’t there yet or need financing that the private market can’t provide. That being said, they have moved very slowly, I think.

And they feel like they’re moving quickly. They just got out new guidelines that are supposed to streamline a lot of this. Their core programs, they just redefined and streamlined in the name of speeding them up

However, so far, L.P.O. has been quite slow in getting out new loans

I want to say that the pressure they’re under is very real. Solyndra was a disaster for the Department of Energy. Whether that was fair or not fair, there’s a real fear that if you make a couple bad loans that go bad in a big way, you will destroy the political support for this program, and the money will be clawed back, a future Republican administration will wreck the office, whatever it might be. So this is not an easy call.

when you tell me they just made the biggest loan in their history to Ford, I’m not saying you shouldn’t lend any money to Ford, but when I think of what is the kind of company that cannot raise money on the capital markets, the one that comes to mind is not Ford

They have made loans to a number of more risky companies than Ford, but in addition to speed, do you think they are taking bets on the kinds of companies that need bets? It’s a little bit hard for me to believe that it would have been impossible for Ford to figure out how to finance factorie

ROBINSON MEYER: Now, I guess what I would say about that is that Ford is — let’s go back to why Solyndra failed, right? Solyndra failed because Chinese solar deluged the market. Now, why did Chinese solar deluge the market? Because there’s such support of Chinese financing from the state for massive solar factories and massive scale.

EZRA KLEIN: — the private market can’t. So that’s the meta question I’m asking here. In your view, because you’re tracking this much closer than I am, are they too much under the shadow of Solyndra? Are they being too cautious? Are they getting money out fast enough?

ROBINSON MEYER: I think that’s right; that basically, if we think the US should stay competitive and stay as close as it can and not even stay competitive, but catch up with Chinese companies, it is going to require large-scale state support of manufacturing.

EZRA KLEIN: OK, that’s fair. I will say, in general, there’s a constant thing you find reporting on government that people in government feel like they are moving very quickly

EZRA KLEIN: — given the procedural work they have to go through. And they often are moving very quickly compared to what has been done in that respect before, compared to what they have to get over. They are working weekends, they are working nights, and they are still not actually moving that quickly compared to what a VC firm can do or an investment bank or someone else who doesn’t have the weight of congressional oversight committees potentially calling you in and government procurement rules and all the rest of it.

ROBINSON MEYER: I think that’s a theme across the government’s implementation of the I.R.A. right now, is that generally the government feels like it’s moving as fast as it can. And if you look at the Department of Treasury, they feel like we are publishing — basically, the way that most of the I.R.A. subsidies work is that they will eventually be administered by the I.R.S., but first the Department of the Treasury has to write the guidebook for all these subsidies, right?

the law says there’s a very general kind of “here’s thousands of dollars for EVs under this circumstance.” Someone still has to go in and write all the fine print. The Department of Treasury is doing that right now for each tax credit, and they have to do that before anyone can claim that tax credit to the I.R.S. Treasury feels like it’s moving extremely quickly. It basically feels like it’s completely at capacity with these, and it’s sequenced these so it feels like it’s getting out the most important tax credits first.

Private industry feels like we need certainty. It’s almost a year since the law passed, and you haven’t gotten us the domestic content bonus. You haven’t gotten us the community solar bonus. You haven’t gotten us all these things yet.

a theme across the government right now is that the I.R.A. passed. Agencies have to write the regulations for all these tax credits. They feel like they’re moving very quickly, and yet companies feel like they’re not moving fast enough.

that’s how we get to this point where we’re 311 days out from the I.R.A. passing, and you’re like, well, has it made a big difference? And I’m like, well, frankly, wind and solar developers broadly don’t feel like they have the full understanding of all the subsidies they need yet to begin making the massive investments

I think it’s fair to say maybe the biggest bet on that is green hydrogen, if you’re looking in the bill.

We think it’s going to be an important tool in industry. It may be an important tool for storing energy in the power grid. It may be an important tool for anything that needs combustion.

ROBINSON MEYER: Yeah, absolutely. So green hydrogen — and let’s just actually talk about hydrogen broadly as this potential tool in the decarbonization tool kit.

It’s a molecule. It is a very light element, and you can burn it, but it’s not a fossil fuel. And a lot of the importance of hydrogen kind of comes back to that attribute of it.

So when we look at sectors of the economy that are going to be quite hard to decarbonize — and that’s because there is something about fossil fuels chemically that is essential to how that sector works either because they provide combustion heat and steelmaking or because fossil fuels are actually a chemical feedstock where the molecules in the fossil fuel are going into the product or because fossil fuels are so energy dense that you can carry a lot of energy while actually not carrying that much mass — any of those places, that’s where we look at hydrogen as going.

green hydrogen is something new, and the size of the bet is huge. So can you talk about first just what is green hydrogen? Because my understanding of it is spotty.

The I.R.A. is extremely generous — like extremely, extremely generous — in its hydrogen subsidies

The first is for what’s called blue hydrogen, which is hydrogen made from natural gas, where we then capture the carbon dioxide that was released from that process and pump it back into the ground. That’s one thing that’s subsidized. It’s basically subsidized as part of this broader set of packages targeted at carbon capture

green hydrogen, which is where we take water, use electrolyzers on it, basically zap it apart, take the hydrogen from the water, and then use that as a fue

The I.R.A. subsidies for green hydrogen specifically, which is the one with water and electricity, are so generous that relatively immediately, it’s going to have a negative cost to make green hydrogen. It will cost less than $0 to make green hydrogen. The government’s going to fully cover the cost of producing it.

That is intentional because what needs to happen now is that green hydrogen moves into places where we’re using natural gas, other places in the industrial economy, and it needs to be price competitive with those things, with natural gas, for instance. And so as it kind of is transported, it’s going to cost money

As you make the investment to replace the technology, it’s going to cost money. And so as the hydrogen moves through the system, it’s going to wind up being price competitive with natural gas, but the subsidies in the bill are so generous that hydrogen will cost less than $0 to make a kilogram of it

There seems to be a sense that hydrogen, green hydrogen, is something we sort of know how to make, but we don’t know how to make it cost competitive yet. We don’t know how to infuse it into all the processes that we need to be infused into. And so a place where the I.R.A. is trying to create a reality that does not yet exist is a reality where green hydrogen is widely used, we have to know how to use it, et cetera.

And they just seem to think we don’t. And so you need all these factories. You need all this innovation. Like, they have to create a whole innovation and supply chain almost from scratch. Is that right?

ROBINSON MEYER: That’s exactly right. There’s a great Department of Energy report that I would actually recommend anyone interested in this read called “The Liftoff Report for Clean Hydrogen.” They made it for a few other technologies. It’s a hundred-page book that’s basically how the D.O.E. believes we’re going to build out a clean hydrogen economy.

And, of course, that is policy in its own right because the D.O.E. is saying, here is the years we’re going to invest to have certain infrastructure come online. Here’s what we think we need. That’s kind of a signal to industry that everyone should plan around those years as well.

It’s a great book. It’s like the best piece of industrial policy I’ve actually seen from the government at all. But one of the points it makes is that you’re going to make green hydrogen. You’re then going to need to move it. You’re going to need to move it in a pipeline or maybe a truck or maybe in storage tanks that you then cart around.

Once it gets to a facility that uses green hydrogen, you’re going to need to store some green hydrogen there in storage tanks on site because you basically need kind of a backup supply in case your main supply fails. All of those things are going to add cost to hydrogen. And not only are they going to add cost, we don’t really know how to do them. We have very few pipelines that are hydrogen ready.

All of that investment needs to happen as a result to make the green hydrogen economy come alive. And why it’s so lavishly subsidized is to kind of fund all that downstream investment that’s eventually going to make the economy come true.

But a lot of what has to happen here, including once the money is given out, is that things we do know how to build get built, and they get built really fast, and they get built at this crazy scale.

So I’ve been reading this paper on what they call “The Greens’ Dilemma” by J.B. Ruhl and James Salzman, who also wrote this paper called “Old Green Laws, New Green Deal,” or something like that. And I think they get at the scale problem here really well.

“The largest solar facility currently online in the US is capable of generating 585 megawatts. To meet even a middle-road renewable energy scenario would require bringing online two new 400-megawatt solar power facilities, each taking up at least 2,000 acres of land every week for the next 30 years.”

And that’s just solar. We’re not talking wind there. We’re not talking any of the other stuff we’ve discussed here, transmission lines. Can we do that? Do we have that capacity?