A Front Line Frozen by Drones

Malik said the front line has barely moved in nearly five years. Drones have extended the “kill zone” to as much as 50 miles, and Ukraine is turning to unmanned ground vehicles (UGVs) that commanders believe could replace up to 60% of frontline infantry. By his estimate, Ukraine needs about 500,000 a year and currently produces roughly 20,000. Each of Ukraine’s more than 100 combat brigades now has an unmanned battalion, he said, and those units account for about 80% of Russian casualties.

Cheaper Weapons, Changing Math

Cost is central to that shift. Malik said a Shahed-type attack drone costs between $50,000 and $150,000, while a fighter jet starts around $15 million and a Patriot missile can cost up to $4 million, which makes conventional air defense unsustainable against mass drone attacks. Ukraine answered with its own interceptor drones, he said, and builds a drone-missile hybrid called Flamingo at an unofficial cost of about $600,000, compared with $1.5 million or more for a Tomahawk. A high-intensity war, he argued, is won with cheap systems that can be made in large numbers, not with a few hundred advanced aircraft, and Ukraine’s private defense firms are finding new battlefield uses for the technology nearly every month.

The constraint, both speakers said, is money more than ingenuity. Ukraine spends about 40% of its GDP on defense, compared with roughly 10% in Russia, and 3.5% in the U.S. Vacroux urged Europe to disburse a promised €90 billion loan faster and to resolve the impasse over frozen Russian assets.

A War the World Is Watching

The speakers noted that Ukraine’s rivals are studying the war more closely than its partners. Malik said North Korea has supplied ballistic missiles and soldiers to Russia, and Vacroux said the country is bringing that experience home for a possible fight with South Korea. China, she said, is doing the same as it thinks about Taiwan. The Americans and Europeans, by contrast, are mostly not gaining firsthand experience, and cutting off Ukrainian partnerships cuts off the chance to learn without sending their own troops into that kind of war. Malik predicted that U.S. forces will soon face jet-powered Shaheds in the Middle East, and said neither the United States nor Europe has an affordable way to stop them at scale.

Pressure on Russia, and on Europe

Vacroux said sanctions and Ukrainian strikes on refineries are straining Russia’s economy, though economic pressure alone is “necessary but not sufficient” to end the war. She also described a rise in Russian sub-threshold attacks on Europe, including cyberattacks, arson and drone incursions, which she said test the credibility of NATO’s Article 5.

Peace Talks, Nuclear Threats, and the Will to Keep Fighting

When asked about negotiations, Malik was blunt. “Negotiations are one very big myth,” he said. Vacroux noted that some channels still produce prisoner exchanges. Both viewed Russian nuclear threats as deterrence more than intent. Vacroux said about three-quarters of Ukrainians want elections to wait until the war ends, and 62% say they will keep fighting “as long as it takes.” Malik expected another wave of residents to leave Kyiv this winter.

Vacroux closed by sharing her belief that Ukraine’s only dependable security guarantee is the one it builds itself. “It cannot rely on the United States. It cannot rely on companies like Starlink. It cannot rely on the Europeans.”

View a full recording of the conversation:

*This article was supported by research using Claude. All outputs were reviewed by humans, and the final expression was produced by the author.

David Meale, former U.S. diplomat and current consultant, offered a cautiously optimistic perspective on U.S.-China relations at an APARC China Program seminar, arguing that despite significant tensions, there remains substantial room for what he calls “managed rivalry”—a relationship that is neither warm nor easy, but constructive enough for both countries to serve their populations and address global challenges. Drawing on his 33 years in the U.S. Foreign Service, he traced the evolution of U.S.-China relations over the past three decades and assessed current trajectories, bringing both diplomatic experience and fresh insights from private sector concerns to his analysis.

Three Decades of Evolving Relations
 

His entry into China-focused diplomacy came in 1995 when he was assigned to Hong Kong during the handover. During that era and through the early 2000s, U.S. policy operated under the assumption that China would gradually embrace the post-war rules-based international order shaped largely by the United States. The thinking was that China would develop a self-interest in preserving this order, becoming a constructive, if not easy, partner. This belief undergirded the strong U.S. effort to bring China into the World Trade Organization in 2001.

During his service as an Economic Officer in Taiwan in the 2000s, Meale witnessed the merging of talent from Asia and the United States that built China’s electronics manufacturing industry. Five percent of Taiwan’s workforce had moved to the mainland; there were even Shanghainese dialect programs on Taiwanese television at night for those dreaming of seeking their fortunes through cross-strait opportunities. Although there was tension with the Chen Shui-bian administration, there was a surprising amount of positivity in Taiwan about the mainland. That, of course, has now changed.

The Obama administration continued to work within the framework of bringing China into the existing international order, even as concerns grew. The approach aimed to convince China to preserve and, if necessary, shape this order, while using it to constrain China when necessary, as demonstrated by the attempt to resolve the South China Sea dispute involving the Philippines through the United Nations Convention on the Law of the Sea (UNCLOS).

The Trump administration marked a decisive shift. Meale noted that Trump openly discarded the goal of integrating China into the existing order, instead pursuing aggressive trade policies, technology restrictions, and explicit framing of China as a threat. The Chinese hoped the Biden administration would turn this around, but it instead maintained this posture, pursuing an “invest, align, compete” strategy—investing in the United States, aligning with allies, and defining the relationship as a competition.

Trump 2.0 brought “Liberation Day,” which Meale sees as the belief that the U.S. place in the world needs to be corrected; the United States is economically overextended, the trade imbalances and the associated debt cannot continue, and the supply chain vulnerability from COVID must be addressed. Tariffs were ratcheted up, and both sides imposed export controls. 

The Chinese hit back hard; Chinese officials are very proud of China’s pushback against an unchecked Trump. China’s economic growth is forecast at 5 percent this year, and the feeling from China is that it has shown the world the United States cannot push it around.

Looking ahead to 2026, Meale is optimistic. There will undoubtedly be crises that pop up: the Chinese will overreach on rare earth elements, and the United States will take an economic action that the Chinese did not plan on. Meale sees this as the “sine curve” of the U.S.-China relationship. There’s a crisis, tensions rise, there’s a response, and things eventually cool down. The curve goes up and down, but very little gets resolved.

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China's Current Challenges
 

China, Meale noted, effectively contains two economies: one serving approximately 400 million people who are producing world-class products with perhaps the world's best industrial ecosystem and impressive infrastructure, and another economy serving the rest of China's population, which has improved significantly over recent decades but relies heavily on informal work and the gig economy.
China faces deep structural problems, including a property sector crisis that has destroyed significant household wealth, an economy structured excessively around investment rather than consumption, youth unemployment reflecting a mismatch between graduating students and available jobs, and "involution" (neijuan, 内卷)—a race to the bottom in sectors where government incentives have driven overcapacity. China's reliance on export-led growth comes at a time when its overcapacity is increasingly unwelcome not just in developed countries but across the global South.

These challenges, Meale argues, will not result in a financial crisis or recession, but rather chronic headaches that will affect its foreign relations. Growth will continue, albeit at a slower pace, and the country will have significant work ahead to address inequality and structural imbalances.

On the question of Taiwan, Meale pushed back against predictions of imminent Chinese military action, particularly speculation about 2027 as a critical year tied to the 100th anniversary of the People's Liberation Army. He argued that, right now, one of China’s top goals is to avoid being drawn into a Taiwan conflict. China has recently purged nine senior military officials and is dealing with serious problems in its military. Five years from now, however, the situation could look quite different.

Defining End States and Finding Common Ground
 

Meale concluded by outlining what he believes each side seeks as an end state, arguing that these visions, while different, are not irreconcilable. Rather than global domination, he argued China seeks a world that works for what it calls "grand rejuvenation." This means overcoming the century of humiliation, reunifying with Taiwan, and living safely and securely on its own terms. China wants recognition as a global power, dominance in its near seas, freedom from technology containment, elimination of shipping chokepoints, access to markets, and the ability to pursue relationships with ideologically aligned countries.

The United States, meanwhile, accepts that competition with China is permanent but seeks a predictable China. U.S. goals include protecting advanced technology where it has an advantage, avoiding supply chain vulnerabilities, shaping Beijing's choices without attempting to control them, maintaining the Taiwan status quo until it evolves in a mutually and naturally agreed way, and ensuring fair trade to address what it sees as a stacked deck in current trade relationships. The United States also wants to prevent China from enabling adversaries, as seen in Chinese firms rebuilding Russia's military-industrial complex while maintaining nominal neutrality on Ukraine.

These end states, Meale acknowledged, collide in many ways but not in absolute ways. He sees substantial room for leader-driven, managed rivalry that can function constructively. This rivalry will not be easy or warm, but it can allow both countries to serve their populations while cooperating where global interests align.
 

Key Takeaways  
 

• The “integrated China” assumption is over. U.S. policy no longer aims to bring China into the existing international order, marking a fundamental shift from decades of engagement strategy.
• China's economy faces structural challenges, not a crisis. China will continue to grow, but must address inequality, overcapacity, and wealth destruction from the property crisis.
• Taiwan timing matters more to Beijing than deadlines. China seeks to control when and how the Taiwan issue is resolved, preferring not to be forced into premature action.
• Managed rivalry is possible. Despite significant tensions and incompatible elements of each side's goals, there remains space for constructive competition. While the relationship between the world's two largest economies will stay competitive and often contentious, it need not become catastrophic.
   

We are pleased to share the publication of a new volume, Cold War Refugees: Connected Histories of Displacement and Migration across Postcolonial Asia, edited by the Korea Program's Yumi Moon, associate professor in Stanford's Department of History.

The book, now available from Stanford University Press, revisits Cold War history by examining the identities, cultures, and agendas of the many refugees forced to flee their homes across East, Southeast, and South Asia due to the great power conflict between the US and the USSR. Moon's book draws on multilingual archival sources and presents these displaced peoples as historical actors in their own right, not mere subjects of government actions. Exploring the local, regional, and global contexts of displacement through five cases —Taiwan, Vietnam, Korea, Afghanistan, and Pakistan — this volume sheds new light on understudied aspects of Cold War history.

The book's chapters — written by Phi-Vân Nguyen, Dominic Meng-Hsuan Yang, Yumi Moon, Ijlal Muzaffar, Robert D. Crews, Sabauon Nasseri, and Aishwary Kumar — explore Vietnam's 1954 partition, refugees displaced from Zhejiang to Taiwan, North Korean refugees in South Korea from 1945–50, the Cold War legacy in Karachi, and Afghan refugees.

Purchase Cold War Refugees at www.sup.org and receive 20% off with the code MOON20.

Kathryn Stoner, the Mosbacher Director of the Center on Democracy, Development and the Rule of Law (CDDRL), introduced the panelists, and Michael McFaul, director of the Freeman Spogli Institute for International Studies (FSI) and a former U.S. ambassador to Russia, moderated the discussion.

On the frontlines, outnumbered Ukrainian troops have waged a stiff resistance, while a mass influx of Russian troops, with enormous loss of life, have made incremental but not decisive progress. Hundreds of thousands have died or been injured on both sides. Talks to end the war are underway between the Trump Administration and Russia, with Ukraine and European nations not currently invited to participate.

‘We will cease to exist’

Matviichuk, who was a visiting scholar from 2017-2018 with the Ukrainian Emerging Leaders Program at CDDRL, noted the conflict has actually been going on for 11 years, since 2014 when Russia invaded and occupied Crimea. Today, she said, there is no safe place in Ukraine where people can hide from Russian rockets. “Just two days ago, Russia sent 263 drones against Kyiv and other peaceful cities in Ukraine.”

Matviichuk described how Russia seeks to ban the Ukrainian language and culture, and how they take Ukrainian children to Russia to put them in Russian education camps. “They told them they are not Ukrainian children, but they are Russian children.”

If the West does not provide Ukraine with security guarantees in a peace plan, then “it means that we will cease to exist. There will be no more of our people,” Matviichuk said.

Oleksandra Ustinova, a member of the Verkhovna Rada, Ukraine's Parliament, said, “If we talk about life in Ukraine now, it's complicated, especially during the last week after the Munich Security Conference,” where Vice President JD Vance delivered a speech that focused on internal politics in Europe.

“People do not understand how we thought the United States was our biggest partner,” she said.
 

At one point, Ustinova noted that she could not hear the conversation in her headphones because sirens were blaring as Russia had just launched an aerial attack on Kyiv.

She said that Russian President Putin and others who seek a Ukrainian election are trying to set a trap because Ukrainian law does not allow an election during martial law, which Ukraine has declared because of the Russian invasion. Plus, it would involve the demobilization of more than 400,000 troops.

“It would be very easy to fake elections, and that’s what the Russians would do,” Ustinova said. “It’s a trap. They're going to find where to put the money into their own candidate.”

Ustinova, who was also a visiting scholar with the Ukrainian Emerging Leaders Program from 2018-2019, said, “We can see that this is a new reality, not only in the Ukrainian war, but in foreign relations, and hopefully the Europeans can unite. Because if they don't, it will be a disaster for everyone.”

Oleksiy Honcharuk, a former Ukrainian prime minister from 2019-2020 who was the Bernard and Susan Liautaud Visiting Fellow at FSI in 2021, said, “I think that we are still strong. My prediction is that in three or six months, Ukraine can double the damage to Russia on the battlefield from a technological perspective with drones.”

But time is very expensive now, he added, because every single day, every single hour, Ukrainians are paying with the lives of their best people and soldiers.

Honcharuk said Ukrainians are “shocked” about the position of the United States’ recent vote against a United Nations resolution condemning the Russian invasion as well as the Trump Administration’s position on talks with Russia.

“This is exactly the moment when all the people of goodwill should do everything possible to support Ukraine in this very complicated time,” said Honcharuk.

Regarding the UN vote, McFaul said, “I am shocked, I am appalled, I am embarrassed as an American to see those votes today. We are voting with the most horrific dictators in the world.”

‘Not about people’

Matviichuk said, “Putin started this war of aggression, not because he wanted to occupy just more Ukrainian land. Putin started this war of aggression because he wanted to occupy and destroy the whole of Ukraine and even go further. He wants to forcibly restore the Russian Empire — he dreams about his legacy, his logic is historical.”

This ultimately means that Ukraine needs real security guarantees, she said. “President Trump said he started the peace negotiation because he cares about people dying in this war. So, if President Trump cares about people dying in this war, he also has to care about people dying in Russian prisons.”

She explained that she’s spoken with hundreds of people who have survived brutal conditions in Russian captivity. And so, it’s surprising, Matviichuk said, to hear political statements from U.S. officials “about natural minerals and elections, about possible territorial concessions, but not about people.”

Lack of Global Support

Serhiy Leshchenko, an advisor to Ukrainian President Zelenskyy’s Chief of Staff, spoke about the recent overtures by the Trump Administration to Russia.

“This is a new reality we are living in now. Frankly, my understanding is that Ukrainians are not very shocked with what's going on because we went through so many shocks within the last three years.”

Acknowledging the lack of an American flag at an allied event this week in Kyiv, Leshchenko said Ukrainians know perfectly well that perception is reality.

“It means that now we have an absolutely different perception. So, it’s obvious that there is no global security infrastructure anymore. It’s obvious that NATO is not an answer anymore,” said Leshchenko, an alumnus of the 2013 cohort of CDDRL’s Fisher Family Summer Fellows Program.

‘Sad occasion’

In her opening remarks, Stoner noted, “We’re here on what is actually a sad occasion, which is that Feb. 24 marks three years since the start of the full-scale Russian invasion of Ukraine.”

She said, “Only about less than 1% of land has changed hands since December 2022, so Ukraine is not losing. Ukraine is at least defending what it has, and it remains in Kursk (Russia).”

McFaul said, “It’s in our national interest that we do not line up with Belarus and Russia and North Korea – that holds negative consequences for our future security and prosperity. I actually think our country cares about values.”

He added that the notion that all America cares about is mineral rights, business deals, and hotels in Gaza is not the America he knows.

McFaul told the panelists, “I've witnessed and observed what you’ve been doing for your country, and we are just extremely fortunate to be connected to all of you, whom I consider to be heroic individuals in the world.”

A full recording of the event can be viewed below, and additional commentary can be found from The Stanford Daily.

As right-wing populism surges around the world, immigrants and their descendants often face discrimination and become targets of political scapegoating. Yet, the question of which groups of immigrants are targeted by anti-immigrant rhetoric is dependent on a host of factors, and there remains a lack of clear evidence on the reasons underlying xenophobic behavior and the othering of immigrant populations.

A new study, published in the American Political Science Review, introduces a novel international relations perspective, particularly the concept of geopolitical rivalry, into the literature on anti-immigrant sentiment. The study indicates citizens strongly prefer immigrants from non-rival countries over those from rival countries.

The study’s co-authors — including Kiyoteru Tsutsui, APARC deputy director and director of APARC’s Japan Program and Dartmouth College’s Charles Crabtree, a former visiting professor with the Japan Program, shift the research focus of anti-immigrant sentiment to the political dynamics between the immigrants' countries of origin and the destination countries. In doing so, the authors emphasize the importance of going beyond the existing preoccupation with the individual background characteristics of migrants and integrating the study of xenophobia within the global context of political competition and alliances.

Geopolitical Relations and Public Perceptions 

Traditionally, research on anti-immigrant attitudes has concentrated on factors such as race, culture, and labor market impacts. By contrast, Tsutsui and his co-authors build on the view that the political relations between immigrants’ origin and host countries shape citizen attitudes toward them. The researchers draw on this international relations perspective to argue that immigrants (as opposed to refugees) from countries with contentious or conflictual relationships with the host country are generally less welcomed than those from allied nations.

To test this argument, the researchers used a method known as a forced-choice conjoint experiment, a technique whereby social scientists present survey participants with a series of hypothetical scenarios in which they must choose between two or more options — in this case, potential immigrants — each described by a set of varying attributes. Tsutsui and his co-authors had survey participants choose between two candidates for permanent residency, differentiated by their country of origin and various other attributes typically used in experiments to determine if labor market concerns outweigh preferences for specific immigrants.

The researchers fielded the experiment with nationally representative samples in 22 democracies, mostly in Europe and the Americas but also Asia and South Africa. They assigned four countries of origin to the immigrant profiles: two countries of origin with a similar racial and cultural make-up as the majority of the survey respondents, a rival country and an ally; and two countries with a different racial and cultural make-up.

The results strongly support the geopolitical rivalry argument: “In each of the survey countries, immigrants from non-rival countries are strongly preferred over those from rival countries,” the co-authors write. “The effect is so large that it results in a net preference for immigrants from countries with a dissimilar racial and cultural makeup than the majority of the host country.”

The researchers also show that the greater the respondents’ sense of their own country’s superiority, the stronger the international relations of their governments are mirrored in their preferences for immigrants. Furthermore, they find that members of ethno-racial majorities are more prone to the rivalry effect because they are more strongly identified with their nation compared to minority members.

The authors demonstrate that, for instance, in Western Europe, immigrants from Russia are less favored, while in East Asia, Chinese immigrants face similar hostility. This animosity towards immigrants from rival nations leads to a net preference for those with different racial or cultural backgrounds compared to the more favorable reception of immigrants from allied countries.

“The mechanisms we document in this article play an important part in the overall dynamic leading to the selective rejection or acceptance of immigrants,” Tsutsui and his colleagues summarize.

Addressing Anti-Immigrant Sentiment

In their empirical analysis, the researchers found minimal evidence of broad anti-Asian sentiment or “Sinophobia” beyond the effects of political rivalry. This conclusion holds consistently across various survey countries, continents, and immigrant origin countries. The detailed examination by survey country indicates that generalized racial or cultural biases did not significantly influence the observed preference for immigrants from politically aligned countries. The authors propose that future research expand the sample of survey countries, update and refine measures of political rivalry, and include a broader range of immigrant origins.

The study offers a new lens connecting geopolitical rivalries with xenophobia, providing a more nuanced understanding of public attitudes toward immigrants. Policymakers and researchers can use this framework to better anticipate and address potential backlash against immigrants from countries with politically contentious relations. Informed immigration policies that promote multiculturalism and social inclusion start with a deeper grasp of the forces shaping public perceptions and attitudes toward immigrants.

The problem, Fayyad said, is that a two-state solution has never been defined with adequate precision. “Part of this is to be expected if something is going to be the product of negotiations,” as was not the case in prior years with proposals such as the Oslo Accords.

On Oct. 7, 2023, Palestinian militants led by Hamas attacked Israel, killing almost 1,200 people, and Israel responded by launching an invasion of Gaza that has killed more than 34,000 Palestinians as of April 2024. With the war ongoing for seven months now, the Palestinian-Israeli conflict goes back many decades to 1948, when Israel was established. The question now is, what does the future hold for Gaza, the Palestinian people, Israel, and stability in the Middle East?

Fayyad raised the issue of what the key organizing principle to determine a future State of Palestine and a peaceful solution with Israel could be.

He said, “That process must be preceded by formal recognition of our rights as a people, our national rights. It's very important. Oslo was not about that. Oslo was very transactional.”

‘Voices in these discussions’

Sallam, a moderator, said in an email prior to the event that “the ongoing war has caused a grave humanitarian catastrophe in Gaza with tens of thousands of deaths, a serious risk of famine, and a pressing public health crisis. It is important for us to advance as many conversations as possible about how we got to this reality and how we can find a peaceful exit out of it. And it is imperative to elevate and center Palestinian voices in these discussions.”

He added, “Dr. Fayyad’s visit to CDDRL’s Program on Arab Reform and Democracy promises to shed light on a host of pressing questions that the Stanford community has been grappling with since last year. It is a timely opportunity to learn, engage, and deliberate.”

Fayyad is an economist who served as minister of finance for the Palestinian Authority from 2002 to 2005 and as prime minister from 2007 to 2013. During his tenure, he introduced a number of economic and governance reforms. Afterward, he founded "Future for Palestine," a nonprofit development foundation. He also worked for the International Monetary Fund, including as the resident representative in the West Bank and Gaza Strip. Currently, he is a Visiting Senior Scholar and Daniella Lipper Coules '95 Distinguished Visitor in Foreign Affairs at the Princeton School of Public Affairs. He is also a distinguished statesman at the Atlantic Council and a distinguished fellow at the Brookings Institution.

Recognition of Rights

Fayyad said that the recognition of Palestinian rights is critical to any future negotiations. “One of the key lessons learned is that it's a mistake to engage in a problematic process that is not defined well in terms of outcome – what it is supposed to lead to if it is not based particularly from our point of view, or on recognition of our national rights as a people? Because so far, we have gotten none of that.”

He added, “I, like many Palestinians, would find it reasonable to engage in a process that could take us there in agreement and through negotiation.”

Fayyad said that if Palestinians' interests and those of all countries in the region are ultimately to live in peace and sustainable harmony, then the process must be recalibrated. “It has to be more principled.”

Asymmetry and Conflict History

Fayyad said that asymmetry exists between Palestinians and Israelis. “You see this everywhere, in terms of power relations, you see it everywhere, all facets of life. You see it on college campuses; you see it everywhere.”

For example, he said that Israel, over 75 years, has built a strong, vibrant economy with a strong military. “So, to deny people (Palestinians) the right to self-determination, which is a right that is absolute for us under international law, just like any other people anywhere in the world,” is asymmetrical.

He noted, “It is equally important, if not more important, for us Palestinians to understand that just because we are the weaker party in this balance of power … that we must actively assume full agency in the act of our liberation. We must.”

During the conversation, Diamond told Fayyad, “Everything you've talked about was challenging enough on Oct. 6.” But, he asked, how have the last seven months after a devastating terrorist attack affected everything, including the war in Gaza that has leveled much of the physical infrastructure of the country? “Where do we go from here?”

Fayyad described Oct. 7 as a “major shock” that has made a solution more difficult and distant than it already was. He added that Israel’s response to eliminate Hamas is likely impossible to extremely unlikely.

A Sisyphean Task

Our freedom is an inalienable right, Fayyad said about the Palestinian people, and it's an inseparable component of them as human beings. 

“As human beings and members of the human race, like everyone, we have that to share with everyone else. You have to have that kind of recalibration.”

Future conversations between Palestinians and Israelis have to begin from the recognition that two equal parties exist to this disagreement, he said. “Not the oppressor, not the oppressed, not the master and the slave. Not the master and the surrogate.”

Fayyad compared the Palestinian-Israeli conflict to a Sisyphean task of sorts. 

“But I never really understood Sisyphus to be an exercise in futility myself,” he said. “You learn something every time that boulder rolls back on. It's really about empowerment. That’s why it is most inspiring to try it. Even if you fail, even if you know you’re going to fail, you learn from it, you learn from it, and you keep pushing that boulder up the hill. There will come a point in time when the stars align for that which is just.”

The Program on Arab Reform and Democracy at the Center on Democracy, Development and the Rule of Law at Stanford University examines the different social and political dynamics within Arab countries and the evolution of their political systems, focusing on the prospects, conditions, and possible pathways for democratic reform in the region.