1. The COVID-19 pandemic: Scenarios to Understand the International Impact
- Author:
- International Institute for Strategic Studies
- Publication Date:
- 11-2020
- Content Type:
- Working Paper
- Institution:
- International Institute for Strategic Studies
- Abstract:
- The novel coronavirus that causes COVID-19 spread around the world in a matter of a few short months in 2020. Its long-term effects, as well as the ultimate duration and severity of the pandemic itself, are marked by deep uncertainty. While it is too early to forecast the consequences of COVID-19 with precision, it is possible to systematically explore plausible trajectories for the medium-term future. This research paper uses scenarios to address the following question: what could be the impact of the COVID-19 pandemic on the global political, economic and military balance of power over the course of the next five years? The paper focuses on six clusters of drivers of change to build scenarios. In the realm of politics, the two clusters are governance and geopolitics. The governance cluster straddles the divide of domestic and international politics, combining social cohesion in societies, populism as a political force, the role of the state, nationalism and state capacity. The geopolitics cluster focuses on aspects of international leadership and alliances. In the economic arena, clusters formed around the themes of economic reordering and recovery. In the former, regionalism, protectionism, supply-chain dynamics and Chinese technological leadership are considered. In the latter, the pace of the recovery is set in the context of employment, public debt, finance and energy issues. In the military realm, drivers relating to armed conflict and to military posture were combined to form clusters. The armed-conflict cluster considers projections for threat perceptions, major-power war, conflict among middle powers and intra-state violence. Military posture is captured by examining issues around force projection, the digitisation of armed forces, defence-industrial dynamics, strategic stability and the role of nuclear weapons. Scenarios in this paper are not designed to predict the future, but they are meant to help bound the range of possible futures for which decision-makers may need to prepare. In the scenario Silver Linings, geopolitics in 2025 are characterised by cooperation and the recession of domestic governance challenges. The economic recovery was swift and comprehensive, and although the pandemic modified aspects of globalisation its basic tenets remained intact. Armed conflict of the inter-state and intra-state kind has declined, and military postures are increasingly driven by advanced technologies and a smaller number of overseas operations. In the Downfall scenario, a weakened societal fabric has generated governance challenges at home and geopolitics are characterised by conflict. Economic recovery following the collapse triggered by the pandemic remains slow and incomplete, and economic reordering leads to the fragmentation of pre-existing international ties at the state and commercial levels. Great-power war has become a realistic probability and growing state fragility brought about by the pandemic leads to an increase in armed conflict. The scenario Lost in Transition is full of countervailing forces introducing challenges and a sense of instability. In the realm of politics, the geopolitical situation is marred by conflict, but domestic governance structures are not particularly challenged. Economically, recovery is slow and there are attempts to decouple − leading to bifurcated economic activity − with each strand led by China and the United States respectively. Militarily, new alliances emerge but a key concern is the near-perfect storm that the pandemic has created for security and stability in Africa. The scenario Home Alone outlines a future world in which the economic recovery is highly uneven. Attempts to generate momentum for renewed international cooperation fail as great-power rivalries intensify – however, the European Union emerges as a more confident geopolitical actor. Globalisation is disrupted by a drive to create regional and local supply chains and China forces a bifurcation of production for some sectors. Armed conflict linked to state fragility increases markedly, while the ability and willingness of international actors to provide humanitarian assistance and crisis-management resources fall dramatically. The pandemic itself is an event of world-shattering proportions. Yet many of its political and military implications are likely to be evolutionary in nature. In the period considered here, the potential for radical change (and a break with past practice and assumptions) is perhaps greatest in the economic realm. Furthermore, the scenarios can be helpful in recognising courses of actions that appear to be robust in the sense that they would appear to yield beneficial results across a range of alternative futures. Of course, even ‘future history’ marches on and it will remain crucial to consider the impact of unfolding events to maintain a sense of the direction of travel. The scenario implications will be useful to policymakers seeking to identify particular developments that may be desirable or undesirable. This will in turn facilitate discussion about the levers available and the extent to which such developments can be influenced. The most important point to take away from a European perspective is that across the scenarios a coherent and cohesive Europe is a prerequisite to exploit opportunities and avoid becoming, if not the battleground, than at least the playground for the political and economic policies of others.
- Topic:
- Development, International Cooperation, Public Health, Pandemic, and COVID-19
- Political Geography:
- Global Focus