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Lauri Myllyvirta, the centre’s lead analyst, said this was equivalent to about three months of global emissions. “These plants, if built and operated, would have emitted around 250-280 megatonnes of CO2 a year, which is roughly equal to the total emissions of Spain. Assuming an operating life of 35 years, the cumulative emissions would amount to 10 gigatonnes, or a year of China’s emissions, or three months of global emissions,”

there is evidence that 40% of the heavy equipment at new coal plants outside China and India comes from China

With coal now seemingly in terminal decline, climate activists are turning their sights towards oil, gas, and domestic coal power in China and India.

The immediate impact is likely to be felt in the countries that rely most heavily on Chinese funding for new coal projects: Indonesia, Vietnam, Bangladesh and Pakistan

Depending on implementation, other possible beneficiaries of this announcement could be the rhinos, giraffes, cheetahs and other endangered species at Zimbabwe’s Hwange national park, where two Chinese companies had hoped to extract the fossil fuel.

Another positive knock-on effect would be to push Japan to follow suit. The government in Tokyo has already taken steps in this direction but left a door open for financing by its private-sector institutions. Their geopolitical reason had been that they did not want to leave China as the only option for regional energy projects.

Despite the uncertainties over implementation, Myllyvirta said China’s announcement would accelerate decarbonisation. “Countries now know that going forward, there is no financing on the table for coal. That should clarify things a lot. Chinese delegates are going to visit Indonesia or Vietnam or Pakistan and they will be saying, ‘We don’t do coal any more, but we can help with clean energy.’ That will make a difference.”

Close to 58% of its power comes from the country’s 1,058 coal plants, almost half the total in the entire the world. This makes China far the biggest carbon emitter, pumping more than one out of every four gigatonnes that enter the atmosphere.

oughly half the country’s plants will have to close if the government 2060 net-zero target is to be achieved.

It worked—there was no fighting in Pavlopil

sporadic shooting continues in eastern Ukraine. Just on October 12th, the day of an EU-Ukraine summit in Kyiv, monitors counted nearly 300 ceasefire violations

Mr Putin wrote an essay in July expanding his argument that Russia and Ukraine are a single nation. Since he has already annexed Crimea, a Ukrainian peninsula, and sponsored the takeover of a big chunk of eastern Ukraine by ethnic Russian separatists, Ukrainians take his threats seriously

Russia will turn off the gas again

In 2009 it shut off the flow of gas through Ukraine for two weeks. This cost Russia a fortune, since its gas needs to pass through Ukraine to reach customers in Europe

Once it opens—which could be soon, though it is subject to legal and diplomatic challenges—Mr Putin will be able to choke off supplies to Ukraine almost at will

Technically Ukraine does not buy gas directly from Russia, but from downstream countries such as Hungary

Mr Zelensky’s first taste of geopolitics was when President Donald Trump urged him to supply dirt on Joe Biden, with a veiled threat that American support for Ukraine’s security might depend on his co-operation.

President Volodymyr Zelensky seeks shelter for his country inside NATO and the EU. But this is a non-starter. NATO members do not want to extend their principle of “an attack on one is an attack on all” to a country that Russia has already attacked.

it takes Russian gas in the east and substitutes its own gas, which is produced in the west of Ukraine, for transmission onwards. So if the flow through Ukraine were to stop, the east of the country would be in trouble

To cement relations with Germany, he waived sanctions that might have blocked Nord Stream 2 in May.

Oligarchs dominate the economy, control two of the bigger political parties and put other lawmakers on retainer. The IMF hesitates to throw money at a state from which billions have been stolen with apparent impunity.

Before the war two-thirds of people in Mariupol supported a pro-Russia political party. That share has halved. Mr Putin’s aggression has alienated the very people he claims to defend

Yet Russia still has a hand on Mariupol’s throat. The amount of cargo processed in its port has halved since 2012, first because of the war, then because Mr Putin made it harder for big ships to reach it from the Black Sea.

critics wonder if it is healthy for a city to depend so much on one tycoon. Mr Akhmetov is thought to be Ukraine’s richest man.

Mr Zelensky, a former comedian, has vowed to cut Ukraine’s oligarchs down to size. He is expected to sign a new law soon, which would allow a panel he appoints to label as “oligarchs” anyone who is very rich, finances a political party and controls media assets. This would make it harder for anyone so labelled to raise capital.

They also worry that the law might give Mr Zelensky too much discretion to cow his enemies and force them to sell their television channels to his friends.

His firms have huge unpaid debts to Naftogaz, the state wholesale supplier. This is money that could have been invested to raise domestic gas production. Meanwhile, a new Naftogaz CEO appointed by Mr Zelensky agreed to pay the state a fat dividend out of the firm’s frosty-day fund. This will help Mr Zelensky build roads, which are popular.

The biggest question thrown up by this history is why the West failed to see the danger earlier.

The North Atlantic Treaty Organization made a statement in 2008 that Ukraine and Georgia would one day join, and over nearly 14 years never followed through on membership. The EU drew up a trade deal with Ukraine without factoring in Russia’s strong-arm response. Western policies didn’t change decisively in reaction to limited Russian invasions of Georgia and Ukraine, encouraging Mr. Putin to believe that a full-blown campaign to conquer Ukraine wouldn’t meet with determined resistance—either internationally or in Ukraine, a country whose independence he said repeatedly was a regrettable accident of history.

The roots of the war lie in Russia’s deep ambivalence about its place in the world after the end of the Soviet Union

Viewed from elsewhere in Europe, NATO’s eastward enlargement didn’t threaten Russia’s security. NATO membership is at core a promise to collectively defend a member that comes under attack. The alliance agreed in 1997 not to permanently station substantial combat forces in its new eastern members that were capable of threatening Russian territory. Russia retained a massive nuclear arsenal and the biggest conventional forces in Europe.

Mr. Putin thought of Russian security interests more broadly, linking the preservation of Moscow’s influence in adjacent countries with his goals of reviving Russia’s global power and cementing his authoritarian rule at home.

U.S. intelligence learned in 2005 that Mr. Putin’s government had carried out a broad review of Russian policy in the “near abroad,” as the Kremlin termed former Soviet republics. From now on, Russia would take a more assertive approach and vigorously contest perceived U.S. influence.

Mr. Bush asked Mr. Putin why he thought the end of the Soviet Union had been the greatest tragedy of the 20th century. Surely the deaths of more than 20 million Soviet citizens in World War II was worse, Mr. Bush said. Mr. Putin replied that the USSR’s demise was worse because it had left 25 million Russians outside the Russian Federation, according to Ms. Rice, who was present.

Perceptions changed in January 2007, when Mr. Putin vented his growing frustrations about the West at the annual Munich Security Conference. In a long and icy speech, he denounced the U.S. for trying to rule a unipolar world by force, accused NATO of breaking promises by expanding into Europe’s east, and called the West hypocritical for lecturing Russia about democracy. A chill descended on the audience of Western diplomats and politicians at the luxury Hotel Bayerischer Hof, participants recalled.

“We didn’t take the speech as seriously as we should have,” said Mr. Ischinger. “It takes two to tango, and Mr. Putin didn’t want to tango any more.

“I need a MAP. We need to give the Ukrainian people a strategic focus on the way ahead. We really need this,” Mr. Yushchenko said, Ms. Rice recalled. Ms. Rice, who was initially uncertain about having Ukraine in NATO, gave a noncommittal answer. When the request was debated in the National Security Council, Mr. Bush said NATO should be open to all countries that qualify and want to join.

Try as it might, the White House couldn’t overcome German and French resistance to offering a MAP to Ukraine and Georgia.

Berlin and Paris pointed to unsolved territorial conflicts in Georgia, low public support for NATO in Ukraine, and the weakness of democracy and the rule of law in both.

Ms. Merkel, remembering Mr. Putin’s speech in Munich, believed he would see NATO invitations as a direct and deliberate threat to him, according to Christoph Heusgen, her chief diplomatic adviser at the time. She was also convinced Ukraine and Georgia would bring NATO no benefits as members, Mr. Heusgen said.

Ms. Rice, a Soviet and Russia expert, said Mr. Putin wanted to use Ukraine, Belarus and Georgia to rebuild Russia’s global power, and that extending the shield of NATO membership could be the last chance to stop him. German and French officials were skeptical, believing Russia’s economy was too weak and dependent on Western technology to become a serious threat again.

In the final session, Ms. Merkel debated in a corner of the room with leaders from Poland and other eastern members of NATO, who advocated strenuously on behalf of Ukraine and Georgia. Lithuanian President Valdas Adamkus strongly criticized Ms. Merkel’s stance, warning that a failure to stop Russia’s resurgence would eventually threaten the eastern flank of the alliance.

“We agreed today that these countries will become members of NATO,” it read. But it didn’t say when. And there was no MAP.

Many of Ukraine’s supporters were heartened. But some officials in Bucharest feared it was the worst of both worlds. NATO had just painted a target on the backs of Ukraine and Georgia without giving them any protection.

Mr. Putin joined the summit the next day. He spoke behind closed doors and made clear his disdain for NATO’s move, describing Ukraine as a “made-up” country.

“He then became a fervent nationalist,” said Mr. Heusgen. “His great anxiety was that Ukraine could become economically and politically successful and that the Russians would eventually ask themselves ‘Why are our brothers doing so well, while our situation remains dire?’ ”

Mr. Putin’s show of military force backfired politically. He had won control of Crimea and part of Donbas, but he was losing Ukraine.

divisions manifested themselves during Ukraine’s bitterly fought elections and during the Orange and Maidan revolutions. But they receded after 2014. Many Russophone Ukrainians fled from repression and economic collapse in separatist-run Donbas. Even eastern Ukraine came to fear Russian influence. Mr. Putin was doing what Ukrainian politicians had struggled with: uniting a nation.

Mr. Putin never tried to implement the Minsk accords, said Mr. Heusgen, the German chancellery aide, because their full implementation would have resolved the conflict and allowed Ukraine to move on.

At a conversation at the Hilton Hotel in Brisbane, Australia, during a G-20 summit in late 2014, Ms. Merkel realized that Mr. Putin had entered a state of mind that would never allow for reconciliation with the West, according to a former aide.

The conversation was about Ukraine, but Mr. Putin launched into a tirade against the decadence of democracies, whose decay of values, he said, was exemplified by the spread of “gay culture.”

The Russian warned Ms. Merkel earnestly that gay culture was corrupting Germany’s youth. Russia’s values were superior and diametrically opposed to Western decadence, he said

He expressed disdain for politicians beholden to public opinion. Western politicians were unable to be strong leaders because they were hobbled by electoral pressures and aggressive media, he told Ms. Merkel.

Ms. Merkel’s policy reflected a consensus in Berlin that mutually beneficial trade with the EU would tame Russian geopolitical ambitions.

The U.S. and some NATO allies, meanwhile, began a multiyear program to train and equip Ukraine’s armed forces, which had proved no match for Russia’s in Donbas.

The level of military support was limited because the Obama administration figured that Russia would retain a considerable military advantage over Ukraine and it didn’t want to provoke Moscow.

President Trump expanded the aid to include Javelin antitank missiles, but delayed it in 2019 while he pressed Ukraine’s new president, Volodymyr Zelensky, to look for information the White House hoped to use against Democratic presidential hopeful Joe Biden and Mr. Biden’s son, an act for which he was impeached.

in telephone conversations from 2020 onward, Mr. Macron noticed changes in Mr. Putin. The Russian leader was rigorously isolating himself during the Covid-19 pandemic, requiring even close aides to quarantine themselves before they could meet him.

The man on the phone with Mr. Macron was different from the one he had hosted in Paris and the Riviera. “He tended to talk in circles, rewriting history,” recalled an aide to Mr. Macron.

The U.S. no longer saw Europe as a primary focus. Mr. Biden wanted neither a “reset” of relations with Mr. Putin, like President Obama had declared in 2009, nor to roll back Russia’s power. The NSC cast the aim as a “stable, predictable relationship.” It was a modest goal that would soon be tested by Mr. Putin’s bid to rewrite the ending of the Cold War.

In early 2021, Mr. Biden became the latest U.S. president who wanted to focus his foreign policy on the strategic competition with China, only to become entangled in events elsewhere.

When Mr. Zelensky met with Mr. Biden in Washington in September, the U.S. finally announced the $60 million in military support, which included Javelins, small arms and ammunition. The aid was in line with the modest assistance the Obama and Trump administrations had supplied over the years, which provided Ukraine with lethal weaponry but didn’t include air defense, antiship missiles, tanks, fighter aircraft or drones that could carry out attacks.

U.S. national security officials discussed the highly classified intelligence at a meeting in the White House on Oct. 27. Director of National Intelligence Avril Haines warned that Russian forces could be ready to attack by the end of January 2022.

On Nov. 17, Ukraine’s defense minister, Oleksii Reznikov, urged the U.S. to send air defense systems and additional antitank weapons and ammunition during a meeting at the Pentagon, although he thought the initial Russian attacks might be limited.

Gen. Mark Milley, the chairman of the Joint Chiefs of Staff, told Mr. Reznikov that Ukraine could be facing a massive invasion.

Work began that month on a new $200 million package in military assistance from U.S. stocks. The White House, however, initially held off authorizing it, angering some lawmakers. Administration officials calculated arms shipments wouldn’t be enough to deter Mr. Putin from invading if his mind was made up, and might even provoke him to attack.

The cautious White House approach was consistent with Defense Secretary Lloyd Austin’s thinking. He favored a low-profile, gradual approach to assisting Ukraine’s forces and fortifying NATO’s defenses that would grow stronger in line with U.S. intelligence indications about Russia’s intent to attack.

A paramount goal was to avoid a direct clash between U.S. and Russian forces—what Mr. Austin called his “North Star.”

On Dec. 27, Mr. Biden gave the go-ahead to begin sending more military assistance for Ukraine, including Javelin antitank missiles, mortars, grenade launchers, small arms and ammunition.

Three days later, Mr. Biden spoke on the phone with Mr. Putin and said the U.S. had no plan to station offensive missiles in Ukraine and urged Russia to de-escalate. The two leaders were on different wavelengths. Mr. Biden was talking about confidence-building measures. Mr. Putin was talking about effectively rolling back the West.

Gen. Mingus had fought in Iraq and Afghanistan, been wounded and earned a Purple Heart, and he spoke frankly about the challenges Russian forces would face. Invading a territory was one thing, but holding it was another, and the intervention could turn into a yearslong quagmire, he said. The Russians showed no reaction.

Mr. Macron found Mr. Putin even more difficult to talk to than previously, according to French officials. The six-hour conversation went round in circles as Mr. Putin gave long lectures about the historical unity of Russia and Ukraine and the West’s record of hypocrisy, while the French president tried to bring the conversation back to the present day and how to avoid a war.

Mr. Scholz argued that the international order rested on the recognition of existing borders, no matter how and when they had been created. The West would never accept unraveling established borders in Europe, he warned. Sanctions would be swift and harsh, and the close economic cooperation between Germany and Russia would end. Public pressure on European leaders to sever all links to Russia would be immense, he said.

Mr. Putin then repeated his disdain for weak Western leaders who were susceptible to public pressure.

Mr. Zelensky said Mr. Putin couldn’t be trusted to uphold such an agreement and that most Ukrainians wanted to join NATO. His answer left German officials worried that the chances of peace were fading. Aides to Mr. Scholz believed Mr. Putin would maintain his military pressure on Ukraine’s borders to strangle its economy and then eventually move to occupy the country.

Mr. Putin said he had decided to recognize the independence of separatist enclaves in eastern Ukraine. He said fascists had seized power in Kyiv, while NATO hadn’t responded to his security concerns and was planning to deploy nuclear missiles in Ukraine.

“We are not going to see each other for a while, but I really appreciate the frankness of our discussions,” Mr. Putin told Mr. Macron. “I hope we can talk again one day.”

Like the Holy Roman Empire that was once dismissed as being neither Holy, Roman, or an Empire, the Western alliance today is neither Western nor an alliance.

the policies that led to these failures were supported by the apparently functioning political consensus that Blair, Clinton, and others now believe needs to be resurrected to protect Western strength.

Since the turn of the century, the U.S. and its allies have lost one war, failed in at least one other, and seen the American-centered financial system implode, imposing huge costs on ordinary voters, many of whom have seen their industries hollow out and their wages stagnate.

All the while, the West’s central foreign-policy calculation—that trade and engagement with China and Russia would see these two powers liberalize, democratize, and take their place in the (American-led) international order—has collapsed under the weight of its absurdly utopian assumptions

this idea grew into what is the European Union today, in which German economic might is managed through a common market, with common rules and a common currency set by a common institution. Germany is the undisputed leader of the EU, the biggest, wealthiest, and most productive economy on the continent, yet France and Germany remain the closest of allies.

You cannot blame voters for their loss of faith in a system that has failed them and enriched a country that Western leaders now say is the main threat to global democracy.

this order gave us Trump and Brexit, and facilitated the rise of Putin and Xi. The world that confronts the West today exists not because the West had too little faith in itself, but because it had too much.

In the U.S., pressure was mounting for a collective European response to the continent’s crises. Monnet argued that the only way to stop the cycle of Franco-German antipathy from reasserting itself was to remove the source of tension—Germany’s industrial might. France could not simply requisition German coal and steel production, so Monnet suggested that it be Europeanized, managed by a new High Authority that looked out for the interests of Europe generally, not Germany or France specifically.

The proposal’s genius was that it created a policy out of a need, but did so in a way that smuggled a revolutionary idea into a living, breathing institution. The policy itself was small enough to be politically acceptable

et it was based on a radical idea: supranationalism. Suddenly, under Monnet’s plan, national interests would become common interests, and so German power and wealth would not become an existential threat to France.

they rarely offer an explanation as to why the West lost its faith in itself and became so apparently dysfunctional. Bad leaders did not emerge from nowhere, nor did voters suddenly became stupid.

The lesson for Western leaders is to find a similar combination of pragmatism and idealism based on a reasonable analysis of the global balance of power.

The most obvious power play America can make to contain China’s rise, for example, is to seek to split up its emerging alliance with Russia.

such a policy, debatable only a few months ago, now seems almost impossible—destroyed by Putin’s bloody megalomania.

An alternative would be to accept the reality of this new authoritarian axis and endeavor to protect Western democracies from it.

The problem is, the more the West builds a democratic alliance against China and Russia, as U.S. President Joe Biden has suggested, the more the West strengthens the very alliance that it fears. And if the world descends into a new cold war, the West will be forced to buddy up to decidedly undemocratic regimes

A less radical suggestion is for the U.S. to become the center of the Venn diagram where the two circles of Europe and Asia overlap—an offshore balancing power that has a foot on each side of the world, guaranteeing stability but allowing Europe to take the lead in the West while it corrals a new, more cohesive alliance in the East

To do otherwise would be to remake the mistakes of the past 20 years, when hubristic assumptions about the triumph of a universal liberal order wormed their way into policy making, with disastrous consequences.

what remains clear is that not building anything new to meet the reality of the changing circumstances risks allowing Chinese power to grow even more.

This economic hole has to be filled if the West is to mean anything. Greater economic tools need to be available with which the free-world can defend itself

whatever new organization or framework—if any—is created to empower the broader Western world in its rivalry with China must reflect the reality of power as it exists today. It must build on shared interests, not utopian idealism

there appears to be little appetite in Asia for its own NATO, little appetite in the U.S. to become even more committed to other countries’ defense, and little appetite in Europe to seriously step forward and allow such a notion to be viable.

It is now a common argument that if the leading military powers in the Western world—the U.S., Britain, and France—had shown more commitment to their mission, the world would be safer and more orderly.

the streaming wars seduced Hollywood into abandoning a successful business model that supported a vibrant film and television ecosystem — one encompassing blockbusters, breakout indies and romantic comedies, sitcoms and “The Sopranos.”

the laws of demography, time and economics were bound to reassert themselves. There are only so many people in the country where streaming services operate. They have only so much money to spend on entertainment.

there are the challenges posed by the geopolitical complexities of the entertainment business. Netflix recorded a loss of subscribers rather than a mere slowdown in subscription growth because it stopped offering its services in Russia.

Even when a Netflix show is wonderful, loving it can be a lonely experience if no one else is watching along with you. The weekly release model made cliffhangers possible.

Yet three increasingly authoritarian NATO nations — Poland, Hungary and Turkey — play key roles in the coalition aiding Kyiv. And the United States is grappling with internal assaults to its own democracy.

The war lends urgency to Mr. Biden’s climate change agenda, reinforcing the need for more reliance on renewable clean energy over the fossil fuels that fill Russian coffers.

Yet it has already generated new pressure to increase the short-term supply of oil from the likes of Venezuela’s isolated dictatorship and Saudi Arabia’s authoritarian monarchy.

While some experts warn that a renewed focus on Europe will inevitably divert attention from Asia, several top White House officials say the United States can capitalize on how the war has convinced some Asian governments that they need to work more closely with the West to build up a global ideological front to defend democracy.

“What we are seeing now is an unprecedented level of Asian interest and focus,”

“And I believe one of the outcomes of this tragedy will be a kind of new thinking around how to solidify institutional connections beyond what we’ve already seen between Europe and the Pacific,”

Mr. Biden sought to rebuild American alliances, but did so largely in the name of confronting China.

The Russian invasion has expanded his mission dramatically and urgently, setting the stage for a seismic geopolitical shift that would pit the United States and its allies against China and Russia at once if they form an entrenched anti-Western bloc

“We’ve been trying to get to a new era for a long time,” he said. “And now I think Putin’s invasion has necessitated an American return to the moral high ground.”

Saudi Arabia has declined so far to increase oil production, while the United Arab Emirates waited until Wednesday to ask the OPEC nations to do so. American officials were also furious with the U.A.E. for declining to vote on a United Nations Security Council resolution to condemn Russia, though it did support a similar resolution later in the U.N. General Assembly.

The unreliability of the two nations and Russia’s place in the oil economy have increased momentum within the Biden administration to enact policies that would help the United States more quickly wean itself off fossil fuels and confront the climate crisis.

“We may see more fundamental questioning about the value of these partnerships,” Ms. Kaye said. “These states already believe the U.S. has checked out of the region, but their stance on Russia may only strengthen voices calling for a further reduction of U.S. forces in the region.”

“In times of crisis, there is sometimes a tension between our values and our interests,” said Andrea Kendall-Taylor, a senior fellow at the Center for a New American Security. “In the short term, we’re going to have to prioritize pushing back against Russia, at the risk of taking our foot off the gas on the democracy and human rights concerns that had been at the front and center of the Biden administration’s agenda.”

the clash is nonetheless a giant step away from globalization — and, unlike World War I, it comes at a time when the world has already been moving away from economic integration: Trade’s share of global GDP peaked in 2008, and has been falling for the past decade.

the war in Ukraine doesn’t necessarily mark sharp a break in history. But it underlines and will perhaps cement the decline of globalization.

Similarly, the U.S. and Europe got vaccinated not only before low-income countries, but also before other rich countries — because they had the production capabilities.

Eventually, the logic of geopolitical conflict entered the equation. President Xi Jinping’s “Made in China 2025” initiative, for example, isn’t about creating jobs, it’s about securing economic space for China to operate with political autonomy.

even actors more benign than Putin can see the value of autonomy.

When the Covid-19 pandemic hit, national sovereignty took precedence over free trade almost everywhere.

That decline started with a populist backlash to the Great Recession and sluggish employment growth that made the politics of saving jobs more appealing than the politics of efficiency.

Meanwhile, in the U.S., one issue on which President Joe Biden hasn’t broken with his predecessor is trade with China.

Foreign nations see this, too. The sanctions regime against Russia is both extremely tough and surprisingly non-global.

There are good reasons for all this deglobalization. But it’s important to note that it will come at a cost.

Consumers around the world reaped large benefits from a world of specialization, comparative advantage, just-in-time shipping and elaborate supply chains.

But the populist economics that powered the current wave a decade ago are basically wrong. Mass unemployment after the financial crisis was a tragic mistake of demand-side policy, not a sin of globalization. America can absolutely drill more oil and gas, build more cars and microchips, and make more steel. But there is not a vast army of unemployed people to do that work.

If the U.S. reshores a large segment of tradeable goods, then it will have fewer people left to build houses, clean teeth, cut hair, cook food and care for children and the elderly.

To meet real security imperatives, these may be prices worth paying. Make no mistake, however: There is a price.

as more countries step away from globalization, the price will get steeper. A poorer world offers fewer customers for everyone’s exports, and a world less economically connected is one in which disruptions and conflict are more thinkable.

Are these costs unavoidable? Probably.

But they can be mitigated

One alternative to importing foreign-made goods, for example, is to import foreign-born workers. In an inflationary, supply-constrained, deglobalizing world, immigrants — including the so-called “unskilled” ones who clean houses, wash dishes and pick crops — are a valuable asset.

It’s also crucial to think pragmatically about what the actual issue any given policy is trying to address

there is a world of difference between a supply chain that depends on China and one that leads to Mexico, Central America or the Caribbean.

The United States’ allies in the Pacific, including Japan and Australia, “will also adopt a stronger military posture. So it all seems unfriendly to China.”

At the heart of China’s strategy lies a conviction that the United States is weakened from reckless foreign adventures, including, from Beijing’s perspective, goading Mr. Putin into the Ukraine conflict.

China’s path ahead is by no means certain. Drawing too close to Russia would risk entrenching animosity toward China in Europe and beyond, a possibility that worries Mr. Xi’s government, for all its bluster.

“This means that as long as we don’t commit terminal strategic blunders, China’s modernization will not be cut short, and on the contrary, China will have even greater ability and will to play a more important role in building a new international order,” Zheng Yongnian, a professor at the Chinese University of Hong Kong, Shenzhen, who has advised senior officials, wrote after the invasion in a widely circulated article.

It’s not just China’s reputation in the West; I think it also affects China’s reputation in the non-West, because it’s essentially associating itself with an imperial power.”

In any case, China’s economy is large enough to absorb blows that would cripple others. Chinese companies may even end up well positioned to take advantage of Russia’s desperate need for trade, as happened when Moscow faced sanctions over the annexation of Crimea in 2014.

“Biden has repeatedly avowed that the United States is not in a ‘new Cold War’ with China, but China often feels the chill creeping in everywhere.”

Just as Mr. Putin depicts the United States as menacing Russia on its western frontier, Mr. Xi sees American support for Taiwan, the self-governing island democracy that Beijing claims as its own, as a similar threat off China’s coast.

“The West should not have become a hegemon in defining universal standards because the West or Europe, or the West in general is only part of humanity,” Mr. Dugin told a Chinese state television interviewer in 2019. “And the other part, a majority of human beings, live outside the West, in Asia.”

As it turns to Beijing for support against Western sanctions, Russia will become increasingly beholden to China as its diplomatic and economic lifeline, while serving as its strategic geopolitical ballast, analysts say.

he is right that, ultimately, the successful use of force underpins the structure of geopolitics

What is more, Mr Putin’s belief in the dominance of great powers will not be limited to the battlefield.

If Russia is allowed to prevail in Ukraine, bullying, lying and manipulation will further permeate trade, treaties and international law—the whole panoply of arrangements that are so easily taken for granted, but which keep the world turning.

That vision may suit China, which is impatient to shape the world in its own interests and which feels strong enough to dominate its sphere of influence. It would certainly suit tyrants

Contrast Mr Putin’s brutish vision with Ukraine’s. Partly in answer to Russian aggression, the country has emerged as a beacon of democracy. Like the West, it is imperfect. But it stands for freedom and hope.

One of the book’s authors, Neil Howe, 71, has become a frequent podcast guest. A follow-up, “The Fourth Turning Is Here,” comes out this month.

The book’s outlook on the near future has made it appealing to macro traders and crypto enthusiasts, and it is frequently cited on the podcasts “Macro Voices,” “Wealthion” and “On the Margin.”

He described it as “this almost fun theory about history,” but added: “And yet there’s something deeply menacing about it.”

Mr. Arbery, who said he does not subscribe to the theory, sees parallels between the fourth turning and other nonscientific beliefs. “I modeled the way that Teresa talks about the fourth turning on the way that young liberals talk about astrology,” he said.

The play’s author, Will Arbery, 33, said he heard about “The Fourth Turning” while researching Stephen K. Bannon, the right-wing firebrand and former adviser to President Donald J. Trump, who is a longtime fan of the book and directed a 2010 documentary based on its ideas.

“I’ve read ‘The Fourth Turning,’ and indeed found it useful from a macroeconomic investing perspective,” Lyn Alden, 35, an investment analyst, wrote in an email. “History doesn’t repeat, but it kind of gives us a loose framework to work with.”

“The Fourth Turning” captured a mood of decline in recent American life. “I remember feeling safe in the ’90s, and then as soon as 9/11 hit, the world went topsy-turvy,” he said. “Every time my cohort got to the point where we were optimistic, another crisis happened. When I read the book, I was like, ‘That makes sense.’”

“The Fourth Turning” was conceived during a period of relative calm. In the late 1980s, Mr. Howe, a Washington, D.C., policy analyst, teamed with William Strauss, a founder of the political satire troupe the Capitol Steps.

Their first book, “Generations,” told a story of American history through generational profiles going back to the 1600s. The book was said to have influenced Bill Clinton to choose a fellow baby boomer, Al Gore, as his running mate

when the 2008 financial crisis hit at almost exactly the point when the start of the fourth turning was predicted, it seemed to many that the authors might have been onto something. Recent events — the pandemic, the storming of the Capitol — have seemingly provided more evidence for the book’s fans.

Historically, a fourth turning crisis has always translated into a civil war, a war of great nations, or both, according to the book. Either is possible over the next decade, Mr. Howe said. But he is a doomsayer with an optimistic streak: Each fourth turning, in his telling, kicks off a renaissance in civic life.

In the new book, he describes what a coming civil war or geopolitical conflict might look like — though he shies away from casting himself as a modern-day Nostradamus.

“This big tidal shift is arriving,” Mr. Howe said. “But if you’re asking me which wave is going to knock down the lighthouse, I can’t do that. I can just tell you that this is the time period. It gives you a good idea of what to watch for.”

Some executives like Mr. Haeusgen are embracing transformation, testing new strategies and markets. Other businesses, however, are wary of abandoning a model that for decades enabled Germany to thrive but defied change.

Hawe’s handling of international affairs is not just a concern for its 2,700 employees. The economies of some German towns depend on it.

In Kaufbeuren, a brightly painted Bavarian town nestled below the Alps, Hawe is a top employer. In the tiny village of Sachsenkam, 60 miles to the west, Hawe provides 250 jobs — the next largest employer is the local brewery, with a staff of 17.

“It’s like we were successful for too long,” said Stefan Bosse, the mayor of Kaufbeuren, who is keen to attract other businesses to diversify the employers his town relies on. “Now, gradually, we see: ‘Uh oh — this is not a given. This can also be endangered.’

The archetypal Mittelstand company is based in a rural German town, making a piece of equipment few have heard of, but that is crucial for goods worldwide — like a screw needed for every airplane or passenger car.

The government, too, has a poor record in shedding outdated practices — like its labyrinth, paperwork-based bureaucracy. In 2017, it vowed by 2022 to digitalize its 575 most used services, like company registrations. A year past that deadline, said Mr. Bianchi, only 22 percent of those services are online.

“The German business model, particularly Mittelstand, is being extremely good at doing one thing: Slowly but steadily perfecting one product,” said Mathias Bianchi, spokesman for the German Mittelstand Association. “Because that worked so well for years, they had no need to adapt to changes. But now, they need to adjust to the new economic reality.”

Even as the tech revolution and climate change added strain in recent decades, Germany’s model plodded profitably along.

But the pillars it relied on to do that — cheap Russian natural gas and the Chinese market — are collapsing.

Staking out a socioeconomic transformation for the country, pledged by Chancellor Olaf Scholz’s coalition government, has become a source of national anxiety.

Like its population, Germany’s business owners and entrepreneurs are aging — the average Mittelstand association member is 55.

Some are resistant to adapting to new technologies and cling to a loyalty-based system that created lifetime employees — and customers

How Hawe and other midsize German companies navigate these new global forces will be critical to the country’s future prosperity. Though Germany’s 20th century success as the economic powerhouse of Europe is often seen through its biggest brands — like Volkswagen, Mercedes and Siemens — it is small and medium enterprises that are the backbone of its economy.

Such failures makes businesses wary of transformation plans the government says will be costly now, but will make Germany a diversified, digitized and climate neutral economy.

Over half the companies polled did not want to expand in Germany, and a quarter were considering relocating.

Marita Riesner, inspecting parts, said her heating costs spiked to 740 euros ($803) a month from 120 euros ($130). She and her neighbors are growing vegetable gardens to ease the pain of inflation as the country dips into recession.

“I was a very positive thinker before,” she said. “But these days, I’m sweating it. It seems a lot is going wrong.”

Should geopolitical events disrupt business with China, Mr. Haeusgen said, the consequences could eliminate more than half of Hawe’s jobs in Kaufbeuren. Currently, he said, 20 percent of Hawe’s business comes from China.

Some business groups raised alarm in recent years over Germany’s vast exposure to China — before the risks were taken seriously by former chancellor Angela Merkel’s government, which had heavily encouraged German-Chinese trade.

Today, some policymakers privately worry that an event like a Chinese attack on Taiwan would be an inescapable disaster for Germany’s economy. The government is now pushing “de-risking” by finding alternatives to trade with China.

The new socioeconomic model for Germany may be less about erecting pillars than managing an ever more intricate, international juggling act.

German officials say their strategy will maintain ties to China, but will counterbalance that by strengthening relationships with other nations, like India or Vietnam

The Mittelstand is doing the same: Hawe is investing heavily in India, where it plans to build a new plant, and other companies are looking to North America.

“It used to be that we made a majority of sales with three customers from China,” he said. “Now we have many, many smaller customers scattered all over the globe.

Instead of making a few parts at a huge scale, as cheaply as possible, Hawe must make a wide variety of parts for an array of customers, as quickly as possible.

But major brands like Volkswagen and BASF insist that China, as the world’s second-largest economy, is too important a market to give up. Such German-based multinationals are responsible for a 20 percent rise in foreign direct investment in China this year.

“Being able to live with and manage uncertainty and to handle complexity becomes, in my opinion, a core strength,” Mr. Haeusgen said. “The way my grandpa did it won’t work today.”

In the ’90s, when Ericsson looked into the numbers for the two dozen or so clinics that use his process, he discovered, to his surprise, that couples were requesting more girls than boys, a gap that has persisted, even though Ericsson advertises the method as more effective for producing boys. In some clinics, Ericsson has said, the ratio is now as high as 2 to 1.

A newer method for sperm selection, called MicroSort, is currently completing Food and Drug Administration clinical trials. The girl requests for that method run at about 75 percent.

Even more unsettling for Ericsson, it has become clear that in choosing the sex of the next generation, he is no longer the boss. “It’s the women who are driving all the decisions,”

Now the centuries-old preference for sons is eroding—or even reversing. “Women of our generation want daughters precisely because we like who we are,”

what if equality isn’t the end point? What if modern, postindustrial society is simply better suited to women?

Even Ericsson, the stubborn old goat, can sigh and mark the passing of an era. “Did male dominance exist? Of course it existed. But it seems to be gone now. And the era of the firstborn son is totally gone.”

Ericsson’s extended family is as good an illustration of the rapidly shifting landscape as any other. His 26-year-old granddaughter—“tall, slender, brighter than hell, with a take-no-prisoners personality”—is a biochemist and works on genetic sequencing. His niece studied civil engineering at the University of Southern California. His grandsons, he says, are bright and handsome, but in school “their eyes glaze over. I have to tell ’em: ‘Just don’t screw up and crash your pickup truck and get some girl pregnant and ruin your life.’

Man has been the dominant sex since, well, the dawn of mankind. But for the first time in human history, that is changing—and with shocking speed. Cultural and economic changes always reinforce each other

And the global economy is evolving in a way that is eroding the historical preference for male children, worldwide

Over several centuries, South Korea, for instance, constructed one of the most rigid patriarchal societies in the world.

As recently as 1985, about half of all women in a national survey said they “must have a son.” That percentage fell slowly until 1991 and then plummeted to just over 15 percent by 2003. Male preference in South Korea “is over,” says Monica Das Gupta, a demographer and Asia expert at the World Bank. “It happened so fast. It’s hard to believe it, but it is.” The same shift is now beginning in other rapidly industrializing countries such as India and China.

As thinking and communicating have come to eclipse physical strength and stamina as the keys to economic success, those societies that take advantage of the talents of all their adults, not just half of them, have pulled away from the rest. And because geopolitics and global culture are, ultimately, Darwinian, other societies either follow suit or end up marginalized

None of the 30 or so men sitting in a classroom at a downtown Kansas City school have come for voluntary adult enrichment. Having failed to pay their child support, they were given the choice by a judge to go to jail or attend a weekly class on fathering, which to them seemed the better deal.

in the U.S., the world’s most advanced economy, something much more remarkable seems to be happening. American parents are beginning to choose to have girls over boys. As they imagine the pride of watching a child grow and develop and succeed as an adult, it is more often a girl that they see in their mind’s eye.

What if the modern, postindustrial economy is simply more congenial to women than to men?

what if men and women were fulfilling not biological imperatives but social roles, based on what was more efficient throughout a long era of human history? What if that era has now come to an end? More to the point, what if the economics of the new era are better suited to women?

Once you open your eyes to this possibility, the evidence is all around you. It can be found, most immediately, in the wreckage of the Great Recession, in which three-quarters of the 8 million jobs lost were lost by men.

The recession merely revealed—and accelerated—a profound economic shift that has been going on for at least 30 years

Earlier this year, for the first time in American history, the balance of the workforce tipped toward women, who now hold a majority of the nation’s job

With few exceptions, the greater the power of women, the greater the country’s economic success

Women dominate today’s colleges and professional schools—for every two men who will receive a B.A. this year, three women will do the same. Of the 15 job categories projected to grow the most in the next decade in the U.S., all but two are occupied primarily by women

Indeed, the U.S. economy is in some ways becoming a kind of traveling sisterhood: upper-class women leave home and enter the workforce, creating domestic jobs for other women to fill.

The postindustrial economy is indifferent to men’s size and strength. The attributes that are most valuable today—social intelligence, open communication, the ability to sit still and focus—are, at a minimum, not predominantly male. In fact, the opposite may be true

Yes, women still do most of the child care. And yes, the upper reaches of society are still dominated by men. But given the power of the forces pushing at the economy, this setup feels like the last gasp of a dying age rather than the permanent establishment

In his final book, The Bachelors’ Ball, published in 2007, the sociologist Pierre Bourdieu describes the changing gender dynamics of Béarn, the region in southwestern France where he grew up. The eldest sons once held the privileges of patrimonial loyalty and filial inheritance in Béarn. But over the decades, changing economic forces turned those privileges into curses. Although the land no longer produced the impressive income it once had, the men felt obligated to tend it. Meanwhile, modern women shunned farm life, lured away by jobs and adventure in the city

The role reversal that’s under way between American men and women shows up most obviously and painfully in the working class

The working class, which has long defined our notions of masculinity, is slowly turning into a matriarchy, with men increasingly absent from the home and women making all the decisions

“Let’s see,” he continues, reading from a worksheet. What are the four kinds of paternal authority? Moral, emotional, social, and physical. “But you ain’t none of those in that house. All you are is a paycheck, and now you ain’t even that. And if you try to exercise your authority, she’ll call 911. How does that make you feel? You’re supposed to be the authority, and she says, ‘Get out of the house, bitch.’ She’s calling you ‘bitch’!”

Just about the only professions in which women still make up a relatively small minority of newly minted workers are engineering and those calling on a hard-science background, and even in those areas, women have made strong gains since the 1970s.

“Who’s doing what?” he asks them. “What is our role? Everyone’s telling us we’re supposed to be the head of a nuclear family, so you feel like you got robbed. It’s toxic, and poisonous, and it’s setting us up for failure.” He writes on the board: $85,000. “This is her salary.” Then: $12,000. “This is your salary. Who’s the damn man? Who’s the man now?” A murmur rises. “That’s right. She’s the man.”

In 1950, roughly one in 20 men of prime working age, like Henderson, was not working; today that ratio is about one in five, the highest ever recorded.

Men dominate just two of the 15 job categories projected to grow the most over the next decade: janitor and computer engineer. Women have everything else—nursing, home health assistance, child care, food preparation

Many of the new jobs, says Heather Boushey of the Center for American Progress, “replace the things that women used to do in the home for free.” None is especially high-paying. But the steady accumulation of these jobs adds up to an economy that, for the working class, has become more amenable to women than to men.

The list of growing jobs is heavy on nurturing professions, in which women, ironically, seem to benefit from old stereotypes and habits.

The men in that room, almost without exception, were casualties of the end of the manufacturing era. Most of them had continued to work with their hands even as demand for manual labor was declining.

Many professions that started out as the province of men are now filled mostly with women—secretary and teacher come to mind. Yet I’m not aware of any that have gone the opposite way. Nursing schools have tried hard to recruit men in the past few years, with minimal success. Teaching schools, eager to recruit male role models, are having a similarly hard time

The range of acceptable masculine roles has changed comparatively little, and has perhaps even narrowed as men have shied away from some careers women have entered. As Jessica Grose wrote in Slate, men seem “fixed in cultural aspic.” And with each passing day, they lag further behind.

women are also starting to dominate middle management, and a surprising number of professional careers as well. According to the Bureau of Labor Statistics, women now hold 51.4 percent of managerial and professional jobs—up from 26.1 percent in 1980

About a third of America’s physicians are now women, as are 45 percent of associates in law firms—and both those percentages are rising fast.

When we look back on this period, argues Jamie Ladge, a business professor at Northeastern University, we will see it as a “turning point for women in the workforce.”

A white-collar economy values raw intellectual horsepower, which men and women have in equal amounts. It also requires communication skills and social intelligence, areas in which women, according to many studies, have a slight edge. Perhaps most important—for better or worse—it increasingly requires formal education credentials, which women are more prone to acquire,

The men are black and white, their ages ranging from about 20 to 40. A couple look like they might have spent a night or two on the streets, but the rest look like they work, or used to. Now they have put down their sodas, and El-Scari has their attention, so he gets a little more philosophical

Companies began moving out of the city in search not only of lower rent but also of the “best educated, most conscientious, most stable workers.” They found their brightest prospects among “underemployed females living in middle-class communities on the fringe of the old urban areas.” As Garreau chronicles the rise of suburban office parks, he places special emphasis on 1978, the peak year for women entering the workforce. When brawn was off the list of job requirements, women often measured up better than men. They were smart, dutiful, and, as long as employers could make the jobs more convenient for them, more reliable

Near the top of the jobs pyramid, of course, the upward march of women stalls. Prominent female CEOs, past and present, are so rare that they count as minor celebrities,

Only 3 percent of Fortune 500 CEOs are women, and the number has never risen much above that.

What are these talents? Once it was thought that leaders should be aggressive and competitive, and that men are naturally more of both. But psychological research has complicated this picture. In lab studies that simulate negotiations, men and women are just about equally assertive and competitive, with slight variations. Men tend to assert themselves in a controlling manner, while women tend to take into account the rights of others, but both styles are equally effective,

Researchers have started looking into the relationship between testosterone and excessive risk, and wondering if groups of men, in some basic hormonal way, spur each other to make reckless decisions. The picture emerging is a mirror image of the traditional gender map: men and markets on the side of the irrational and overemotional, and women on the side of the cool and levelheaded.

the perception of the ideal business leader is starting to shift. The old model of command and control, with one leader holding all the decision-making power, is considered hidebound. The new model is sometimes called “post-heroic,” or “transformational”

he aim is to behave like a good coach, and channel your charisma to motivate others to be hardworking and creative. The model is not explicitly defined as feminist, but it echoes literature about male-female differences

Most important, women earn almost 60 percent of all bachelor’s degrees—the minimum requirement, in most cases, for an affluent life.

Firms that had women in top positions performed better, and this was especially true if the firm pursued what the researchers called an “innovation intensive strategy,” in which, they argued, “creativity and collaboration may be especially important”

he association is clear: innovative, successful firms are the ones that promote women. The same Columbia-Maryland study ranked America’s industries by the proportion of firms that employed female executives, and the bottom of the list reads like the ghosts of the economy past: shipbuilding, real estate, coal, steelworks, machinery.

To see the future—of the workforce, the economy, and the culture—you need to spend some time at America’s colleges and professional schools

emographically, we can see with absolute clarity that in the coming decades the middle class will be dominated by women.

Women now earn 60 percent of master’s degrees, about half of all law and medical degrees, and 42 percent of all M.B.A.s

“We never explicitly say, ‘Develop your feminine side,’ but it’s clear that’s what we’re advocating,” s

n a stark reversal since the 1970s, men are now more likely than women to hold only a high-school diploma.

ne would think that if men were acting in a rational way, they would be getting the education they need to get along out there,” says Tom Mortenson, a senior scholar at the Pell Institute for the Study of Opportunity in Higher Education. “But they are just failing to adapt.”

I visited a few schools around Kansas City to get a feel for the gender dynamics of higher education. I started at the downtown campus of Metropolitan Community College. Metropolitan is the kind of place where people go to learn practical job skills and keep current with the changing economy, and as in most community colleges these days, men were conspicuously absent.

the tidal wave of women continues to wash through the school—they now make up about 70 percent of its students. They come to train to be nurses and teachers

As for the men? Well, little has changed. “I recall one guy who was really smart,” one of the school’s counselors told me. “But he was reading at a sixth-grade level and felt embarrassed in front of the women. He had to hide his books from his friends, who would tease him when he studied. Then came the excuses. ‘It’s spring, gotta play ball.’ ‘It’s winter, too cold.’ He didn’t make it.”

“The economy isn’t as friendly to men as it once was,” says Jacqueline King, of the American Council on Education. “You would think men and women would go to these colleges at the same rate.” But they don’t.

Men, it turned out, had a harder time committing to school, even when they desperately needed to retool. They tended to start out behind academically, and many felt intimidated by the schoolwork. They reported feeling isolated and were much worse at seeking out fellow students, study groups, or counselors to help them adjust.

Mothers going back to school described themselves as good role models for their children. Fathers worried that they were abrogating their responsibilities as breadwinner.

it began showing up not just in community and liberal-arts colleges but in the flagship public universities—the UCs and the SUNYs and the UNCs.

Guys high-five each other when they get a C, while girls beat themselves up over a B-minus. Guys play video games in each other’s rooms, while girls crowd the study hall. Girls get their degrees with no drama, while guys seem always in danger of drifting away.

realized how much the basic expectations for men and women had shifted. Many of the women’s mothers had established their careers later in life, sometimes after a divorce, and they had urged their daughters to get to their own careers more quickly. They would be a campus of Tracy Flicks, except that they seemed neither especially brittle nor secretly falling apart.

Among traditional college students from the highest-income families, the gender gap pretty much disappears. But the story is not so simple. Wealthier students tend to go to elite private schools, and elite private schools live by their own rules.

Quietly, they’ve been opening up a new frontier in affirmative action, with boys playing the role of the underprivileged applicants needing an extra boost

among selective liberal-arts schools, being male raises the chance of college acceptance by 6.5 to 9 percentage points

the U.S. Commission on Civil Rights has voted to investigate what some academics have described as the “open secret” that private schools “are discriminating in admissions in order to maintain what they regard as an appropriate gender balance.”

To avoid crossing the dreaded 60 percent threshold, admissions officers have created a language to explain away the boys’ deficits: “Brain hasn’t kicked in yet.” “Slow to cook.” “Hasn’t quite peaked.” “Holistic picture.”

Clearly, some percentage of boys are just temperamentally unsuited to college, at least at age 18 or 20, but without it, they have a harder time finding their place these days

“Forty years ago, 30 years ago, if you were one of the fairly constant fraction of boys who wasn’t ready to learn in high school, there were ways for you to enter the mainstream economy,” says Henry Farber, an economist at Princeton. “When you woke up, there were jobs. There were good industrial jobs, so you could have a good industrial, blue-collar career. Now those jobs are gone.”

the disparities start before college. Throughout the ’90s, various authors and researchers agonized over why boys seemed to be failing at every level of education, from elementary school on up

identified various culprits: a misguided feminism that treated normal boys as incipient harassers (Christina Hoff Sommers); different brain chemistry (Michael Gurian); a demanding, verbally focused curriculum that ignored boys’ interests (Richard Whitmire)

t’s not all that clear that boys have become more dysfunctional—or have changed in any way. What’s clear is that schools, like the economy, now value the self-control, focus, and verbal aptitude that seem to come more easily to young girls.

movement is growing for more all-boys schools and classes, and for respecting the individual learning styles of boys

In their desperation to reach out to boys, some colleges have formed football teams and started engineering programs.

allowing generations of boys to grow up feeling rootless and obsolete is not a recipe for a peaceful future. Men have few natural support groups and little access to social welfare; the men’s-rights groups that do exist in the U.S. are taking on an angry, antiwoman edge.

Marriages fall apart or never happen at all, and children are raised with no fathers. Far from being celebrated, women’s rising power is perceived as a threat.

his is the first time that the cohort of Americans ages 30 to 44 has more college-educated women than college-educated men, and the effects are upsetting the traditional Cleaver-family dynamics. In 1970, women contributed 2 to 6 percent of the family income. Now the typical working wife brings home 42.2 percent, and four in 10 mothers—many of them single mothers—are the primary breadwinners in their familie

ncreasing numbers of women—unable to find men with a similar income and education—are forgoing marriage altogether. In 1970, 84 percent of women ages 30 to 44 were married; now 60 percent are.

or all the hand-wringing over the lonely spinster, the real loser in society—the only one to have made just slight financial gains since the 1970s—is the single man, whether poor or rich, college-educated or not. Hens rejoice; it’s the bachelor party that’s over.

The sociologist Kathryn Edin spent five years talking with low-income mothers in the inner suburbs of Philadelphia. Many of these neighborhoods, she found, had turned into matriarchies, with women making all the decisions and dictating what the men should and should not do. “I think something feminists have missed,” Edin told me, “is how much power women have” when they’re not bound by marriage

he women, she explained, “make every important decision”—whether to have a baby, how to raise it, where to live. “It’s definitely ‘my way or the highway,’

Thirty years ago, cultural norms were such that the fathers might have said, ‘Great, catch me if you can.’ Now they are desperate to father, but they are pessimistic about whether they can meet her expectations.” The women don’t want them as husbands, and they have no steady income to provide. So what do they have?

Nothing,” Edin says. “They have nothing. The men were just annihilated in the recession of the ’90s, and things never got better. Now it’s just awful.”

The phenomenon of children being born to unmarried parents “has spread to barrios and trailer parks and rural areas and small towns,” Edin says, and it is creeping up the class ladder. After staying steady for a while, the portion of American children born to unmarried parents jumped to 40 percent in the past few years.

Many of their mothers are struggling financially; the most successful are working and going to school and hustling to feed the children, and then falling asleep in the elevator of the community college.

Still, they are in charge. “The family changes over the past four decades have been bad for men and bad for kids, but it’s not clear they are bad for women,”

Over the years, researchers have proposed different theories to explain the erosion of marriage in the lower classes: the rise of welfare, or the disappearance of work and thus of marriageable men

the most compelling theory is that marriage has disappeared because women are setting the terms—and setting them too high for the men around them to reach.

The whole country’s future could look much as the present does for many lower-class African Americans: the mothers pull themselves up, but the men don’t follow. First-generation college-educated white women may join their black counterparts in a new kind of middle class, where marriage is increasingly rare.

Japan is in a national panic over the rise of the “herbivores,” the cohort of young men who are rejecting the hard-drinking salaryman life of their fathers and are instead gardening, organizing dessert parties, acting cartoonishly feminine, and declining to have sex. The generational young-women counterparts are known in Japan as the “carnivores,” or sometimes the “hunters.”

American pop culture keeps producing endless variations on the omega male, who ranks even below the beta in the wolf pack.

At the same time, a new kind of alpha female has appeared, stirring up anxiety and, occasionally, fear. The cougar trope started out as a joke about desperate older women. Now it’s gone mainstream, even in Hollywood,

the more women dominate, the more they behave, fittingly, like the dominant sex. Rates of violence committed by middle-aged women have skyrocketed since the 1980

Merkel’s successive governments also squeezed defense budgets while boosting welfare spending. Lt. Gen. Alfons Mais, commander of the army, posted an emotional article on his LinkedIn profile on the day of the invasion, lamenting that Germany’s once-mighty military had been hollowed out to such an extent that it would be all but unable to protect the country in the event of a Russian attack.

her refusal to stop buying energy from Putin after he seized Crimea from Ukraine in 2014—she instead worked to double gas imports from Russia—emboldened him to finish the job eight years later.

Joachim Gauck, who was president of Germany when Putin first invaded Ukraine in 2014, said Merkel’s decision to boost energy imports from Russia in the wake of Putin’s aggression was clearly a mistake. “Some people recognize their mistakes earlier, and some later,” he said.

Since leaving office, Merkel has defended the pipeline project as a purely commercial decision. She had to choose, she said, between importing cheap Russian gas or liquefied natural gas, which she said was a third more expensive.

After Russia’s invasion of Crimea in 2014, Anders Fogh Rasmussen, then NATO secretary general, warned her against making Germany more dependent on a rogue Putin, who had just occupied and annexed part of a European nation. For Putin, he said, the pipeline “had nothing to do with business or the economy—it was a geopolitical weapon.”

Officials who served under Merkel, including Schäuble and Frank-Walter Steinmeier (her former foreign minister and now Germany’s federal president), have apologized or expressed regret for their roles in these decisions. They believe that Merkel’s policies empowered Putin without setting boundaries to his imperial ambitions.

At an event last year, Merkel recalled that after annexing Crimea, Putin had told her that he wanted to destroy the European Union. But she still forged ahead with plans to build the Nord Stream 2 pipeline, linking Germany directly to Siberia’s natural gas fields, in the face of protests from the U.S. Merkel’s government also approved the sale of Germany’s largest gas storage facilities to Russia’s state-controlled gas giant Gazprom.

That mistake had its roots in another decision by Merkel: Her move to greatly accelerate Germany’s planned phasing out of nuclear energy in 2011, in response to the Fukushima disaster in Japan. The gap in energy supply created by this dramatic shift meant that Germany had to import more energy, and it had to do so as cheaply as possible.

Merkel’s role in shaping NATO policy toward Ukraine goes back to 2008, when she vetoed a push by the Bush administration to admit Ukraine and Georgia into the alliance, said Fiona Hill, a former National Security Council official and presidential adviser on Russia.

Merkel instead helped to broker NATO’s open but noncommittal invitation to Ukraine and Georgia, an outcome that Hill said was the “worst of all worlds” because it enraged Putin without giving the two countries any protection. Putin invaded Georgia in 2008 before marching into Ukraine.

After Putin first attacked Ukraine, Merkel led the effort to negotiate a quick settlement that disappointed Kyiv and imposed no substantial punishment on Russia for occupying its neighbor, Hill added. “No red lines were drawn for Putin,” she said. “Merkel took a calculated risk. It was a gambit, but ultimately it failed.”

Merkel still has supporters, and as Germany begins to grapple with her complicated legacy, many still hold a more nuanced view of her role in laying the groundwork for today’s crises

Kaeser, who now chairs the supervisory board of Siemens Energy, a listed subsidiary, agrees that Germany’s dependence on Russian natural gas grew under Merkel, but he says that there was—and is—no alternative for powering Europe’s industrial engine at a viable price.

“We didn’t expect that there would be war in Europe with the methods of the 20th century. This never featured in our thinking,” said Kaeser, who himself met Putin several times. He believes that Merkel’s Russia policy was justified. Even Germany’s new government has not found a sustainable and affordable replacement for Russian energy exports, he said, which could lead to deindustrialization.

Many defenders of Merkel say that she merely articulated a consensus. Making her country dependent on Washington for security, on Moscow for energy and on Beijing for trade (China became Germany’s biggest trade partner under her chancellorship) was what all of Germany’s political parties wanted at the time, said Constanze Stelzenmüller of the Brookings Institution.

“Without backing from the U.S.A., which was very restrained at the time, any tougher German reaction to the annexation of Crimea could hardly have been possible,” said Jürgen Osterhammer, a historian whose work on globalization and China has been cited by Merkel as an influence on her thinking.

In retirement, Merkel told the German news magazine Der Spiegel, she has watched “Munich,” a Netflix movie about Prime Minister Neville’s Chamberlain’s infamous negotiations with Hitler in the run-up to World War II. Though Chamberlain’s name has become synonymous with the delusions of appeasement, the film offers a more nuanced picture of the British leader as a realist statesman working to postpone the inevitable conflict. That reinterpretation appealed to Merkel, the magazine reported.

In April, Merkel was again asked on stage at a book fair whether she would not reconsider her refusal to admit having made some mistakes. “Frankly,” she responded, “I don’t know whether there would be satisfaction if I were to say something that I simply don’t think merely for the sake of admitting error.”

two economists asked whether the ongoing slowdown in British productivity was unprecedented. Their answer: not quite, but that it was certainly the worst in the last 250 years, since the very beginning of the Industrial Revolution.

To find a fitting analogue to the British economic experience of the last decade, you have to reach back to a time before the arrival of any significant growth at all, to a period governed much more by Malthusianism, subsistence-level poverty and a nearly flat economic future. By all accounts, things have gotten worse since their paper was published.

there are eight million young Brits in the work force today who have not experienced sustained wage growth at all.

The experience of Britain over the same period suggests another fly in the End of History ointment, undermining a separate supposition of that era, which lives on in zombie form in ours: that convergence meant that rich and well-​governed countries would stay that way.

focusing on a single “Leave” vote risks confusing that one abrupt outburst of xenophobic populism with what in fact is a long-term story of manufactured decline. As Burn-Murdoch demonstrates in another in his series of data-rich analyses of the British plight, the country’s obvious struggles have a very obvious central cause: austerity

in the name of rebalancing budgets, the Tory-led government set about cutting annual public spending, as a proportion of G.D.P., to 39 percent from 46 percent. The cuts were far larger and more consistent than nearly all of Britain’s peer countries managed to enact

The consequences have been remarkable: a very different Britain from the one that reached the turn of the millennium as Tony Blair’s “Cool Britannia.” Real wages have actually declined, on average, over the last 15 years, making America’s wage stagnation over the same period seem appealing by comparison.

the private sector is also behaving shortsightedly, skimping on long-term investments and extracting profits from financial speculation instead: “To put it bluntly, Britain’s capitalist class has effectively given up on the future.”

there has been a slow, sighing decay — one that makes contemporary Britain a revealing case study in the way we talk and think about the fates of nations and the shape of contemporary history.

if the political experience of the last decade has taught us anything, it is that whether the world as a whole is richer than it was 50 years ago matters much less to the people on it today than who got those gains, and how they compare with expectations

it’s cold comfort to point out to an American despairing over Covid-era life expectancy declines that, in fact, a child born today can still expect to live longer than one born in 1995, for instance, or to tell a Brit worrying over his or her economic prospects that added prosperity is likely to come eventually — at the same level enjoyed by economies in the former Eastern Bloc.

Can Britain even stomach such a comparison? The wealthy West has long regarded development as a race that has already and definitively been won, with suspense remaining primarily about how quickly and how fully the rest of the world might catch up

Britain has long since formally relinquished its dreams of world domination, but the implied bargain of imperial retreat was something like a tenured chair at the table of global elders. As it turns out, things can fall apart in the metropole too

Over two centuries, a tiny island nation made itself an empire and a capitalist fable, essentially inventing economic growth and then, powered by it, swallowing half the world. Over just two decades now, it has remade itself as a cautionary tale.

Putin may be possessed by neo-imperial dreams of Russia’s place in Europe, but he is presiding over a state of affairs that has steadily given Beijing more leverage over Moscow. Far removed from the days of the Cold War when the Kremlin viewed communist China as its “poorer cousin,” Russia — isolated and enfeebled — is sliding inexorably into the role of “junior partner” to the Asian giant.

The war in Ukraine has rendered Russia increasingly dependent on China: Sanctions have curtailed the global market for its exports and thinned out possible suppliers for its exports. Enter China, whose imports from Russia have surged, jumping 80 percent in May compared with last year, largely in the form of oil and other natural resources. The Russian market, left bereft of many European products, may get all the more flooded by Chinese goods and technology in the months and even years ahead.

Gabuev suggested that current trendlines could see China’s renminbi, which has already outperformed the euro on Moscow’s stock exchange, becoming “the de facto reserve currency for Russia even without being fully convertible,” and thereby “increasing Moscow’s dependence on Beijing.”

Imbalances that already existed between both countries are only amplifying. China is edging closer to Russia as a leading arms supplier to developing countries. Russia was compelled to significantly discount oil sales to China, while Chinese car manufacturers — recognizing the paucity of options now facing Russian consumers — have in some instances raised prices for their vehicles in Russia by 50 percent

Gabuev unpacked the geopolitical ramifications of Russia’s supplication to China. “To keep China happy, Russian leaders will have little choice but to accept unfavorable terms in commercial negotiations, to support Chinese positions in international forums such as the United Nations, and even to curtail Moscow’s relations with other countries, such as India and Vietnam,”

Even in the remote scenario where Putin himself falls, it’s hard to imagine the broader tectonic realignments taking place would shift all that much. “Russia is turning into a giant Eurasian Iran: fairly isolated, with a smaller and more technologically backward economy thanks to its hostilities to the West but still too big and too important to be considered irrelevant,

With China as Russia’s biggest external partner and major diplomatic ally, Gabuev concluded, “the aging ruling elite in the Kremlin, myopically fixated on Washington, will be even more eager to serve as China’s handmaidens as it rises to become the archrival of the United States.”

“The best way for the West to deal with the China-Russia alignment is to acknowledge that these bonds are strong and to improve its own resilience and deterrence capacities,” wrote Justyna Szczudlik, a China analyst at the Polish Institute of International Affairs.

In any case, the fear of nuclear war has been around since the time of Hiroshima, but also, there are other fears. If we don’t get climate policy right, will we all be cooked? Or will climate-induced disruptions lead to great power war, nuclear conflict? Will changing technology — the AIs — take over? Whatever, we live in a time of existential fear, and foreign policy and all kinds of national policy questions get invested with these ultimate questions.

What makes democracy work under those circumstances tends to be senses of identification with elites, with different social-political groups. The glue that holds a democratic society — the cultural glue, intellectual glue, spiritual glue — becomes much more important

In terms of mass societies and democracies and large cultural groups, it’s profoundly destabilizing. You have that problem, that existential fear, which some people respond to by denial, some people fall into extremism — lots of responses, but you can see that.

Then the other thing is that, in a large democratic society like ours — 300-plus million people — if political power was divided equally among all 300 million Americans, it would mean that no one had any power.

Politics is less about, if we raise the sales tax half a percent, is that a good thing or a bad thing on balance? It’s more about, can we save the planet? Can we save human civilization? When people face those kinds of questions without some kind of grounding in some kind of religion, faith, it’s actually . . . There are individual people who can keep their psychological balance in the face of that. There are not many.

The American political-studies belief since World War II has essentially been, democracy is the only stable form of government. Everywhere democracy is inexorably rising, and every other form of government is incredibly unstable. This bears very, very little relationship to the facts outside of Western Europe, let’s say the world of NATO plus Japan and Australia.

to do foreign policy well

Which American president has best understood the Middle East, and then worst? MEAD: Interesting. Nobody’s gotten it totally. I’d say George H.W. Bush and Richard Nixon probably are the two, in my mind, who best understood what they were dealing with.

COWEN: What is it they had that maybe the others didn’t? MEAD: What they saw in the Middle East is that America has both hard-power goals and what you could call soft-power, idealistic goals in the Middle East, that our hard-power goals are vital, and they are achievable. Our soft-power goals are important but largely unachievable. What they did was, they set about dealing with what was essential, and they both did it pretty successfully.

The American academy is actually a terrible place for coming to understand how world politics works.

COWEN: Sorry. Is Germany still part of the Western Alliance? MEAD: Well, in the sense it’s been for some time. I remember that Kennan’s goal for Germany was to have a united, neutral, disarmed Germany at the heart of Europe. In some ways, [laughs] Kennan’s goal looks, maybe, closer than ever.

Look, I think Germany is a country whose basic economic model is now under question. The German model — and it’s very important in understanding that country — is based on the availability of cheap energy from Russia and large markets in China.

Again, let’s remember that the German establishment is more terrified of ordinary German public opinion than even the American liberal establishment is terrified of the Trumpists. You don’t have to look all that deeply into history to see why that would be the case. Providing stability, affluence, and employment for the mass of the German people is a key test of the legitimacy of the German state.

Really, ever since we failed to break up the large German corporations after World War II, that German establishment has been the motor of the astonishing success of postwar Germany. Now, suddenly, that engine is running out of fuel on the one hand, and its key customer, China, regardless of anything about human rights or geopolitics, the goal of the Chinese economic development strategy is to end its dependency on capital goods imported from countries like Germany by becoming an exporter of high-tech capital goods.

China’s development plans, much more than its Taiwan policy or its human rights, is a gun pointed at the head of German business. So, where do they go? It’s not clear where they go. I don’t think it’s clear to them where they go. That means that a fundamental element of the American alliance system is in a completely new place.

I think what we have to be doing in terms of analyzing where German foreign policy goes is to think a little bit less about ideology or things like the German anti-war sentiment or these kinds of things. Yes, these are all there, the Russian soul, all of that. It’s there, but really, how is Germany going to make a living? That’s the question that has to be answered, and that will drive Germany’s orientation in foreign policy.

I think, in our society, the ebbing of religion among some, certainly not all, Americans has tended to dissolve these bonds and leads, in all kinds of ways, both on the left and the right, to some of the sense of suspicion, of paranoia, a lack of trust, and declining support for democracy.

COWEN: How would you describe that advantage? MEAD: I don’t really believe in disciplines. I see connections between things. I start from reality. I’m not trying to be anti-intellectual here. You need ideas to help you organize your perceptions of reality. But I think there’s a tendency in a lot of social science disciplines — you start from a bunch of really smart, engaged people who have been thinking about a set of questions and say, “We’ll do a lot better if we stop randomly thinking about everything that pops up and try, in some systematic way, to organize our thinking of this.”

I think you do get some gains from that, but you see, over time, the focus of the discipline has this tendency to shift. The discipline tends to become more inward navel-gazing. “What’s the history of our efforts to systematize our thinking about this?” The discipline becomes more and more, in a sense, ideological and internally focused and less pragmatic.

I think that some of the problem, though, is not so much in the intellectual weaknesses of a lot of conventional postgrad education, but simply almost the crime against humanity of having whole generations of smart people spend the first 30, 35 years of their lives in a total bubble, where they’re in this academic setting, and the rule . . . They become socialized into the academy, just as much as prisoners get socialized into the routines of a prison.