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Flyer for the 2026 Oksenberg Conference, titled "Coping with a Less Predictable United States," including an image of President Trump board Air Force One.

The content, consistency, and predictability of U.S. policy shaped the global order for eight decades, but these lodestars of geopolitics and geoeconomics can no longer be taken for granted. What comes next will be determined by the ambitions and actions of major powers and other international actors.

Some have predicted that China can and will reshape the global order. But does it want to? If so, what will it seek to preserve, reform, or replace? Choices made by China and other regional states will hinge on their perceptions of future U.S. behavior — whether they deem it more prudent to retain key attributes of the U.S.-built order, with America playing a different role, than to move toward an untested and likely contested alternative — and how they prioritize their own interests.

This year’s Oksenberg Conference will examine how China and other Indo-Pacific actors read the geopolitical landscape, set priorities, and devise strategies to shape the regional order amid uncertainty about U.S. policy and the future of global governance.
 

PANEL 1 

China’s Perceptions and Possible Responses 


Moderator 

Thomas Fingar 
Shorenstein APARC Fellow, Freeman Spogli Institute for International Studies, Stanford University 

Panelists 

Da Wei 
Professor and Director, Center for International Security and Strategy, Tsinghua University 

Mark Lambert 
Retired U.S. Department of State Official, Formerly China Coordinator and Deputy Assistant Secretary 

Susan Shirk 
Research Professor, School of Global Policy and Strategy, University of California San Diego 


PANEL 2 
Other Asia-Pacific Regional Actors’ Perceptions and Policy Calculations 


Moderator 

Laura Stone 
Retired U.S. Ambassador and Career Foreign Service Officer; Inaugural China Policy Fellow at APARC, Stanford University 

Panelists

Victor Cha 
Distinguished University Professor, D.S. Song-KF Chair, and Professor of Government, Georgetown University 

Katherine Monahan 
Visiting Scholar and Japan Program Fellow 2025-2026, APARC, Stanford University 

Kathryn Stoner 
Satre Family Senior Fellow, Freeman Spogli Institute for International Studies, Stanford University 

Emily Tallo 
Postdoctoral Fellow, Center for International Security and Cooperation, Stanford University 

Thomas Fingar, Laura Stone
Victor Cha, Da Wei, Mark Lambert, Katherine Monahan, Susan Shirk, Kathryn Stoner, Emily Tallo
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Stanford Center on Early Childhood (SCEC) and The Rural Education Action Program (REAP) are pleased to host Harvard University Professor Chunling Lu for a special seminar event.
 
Please register for the event to receive email reminders and add it to your calendar. Lunch will be provided.


 

Global, Regional, and Country Level Prevalence of Young Children Exposed to Risks of Poor Development in Low and Middle Income Countries: An Update

 

Quantifying the prevalence of young children exposed to risks of poor development is imperative for understanding the challenges of reducing those risks, developing and evaluating evidence-based early childhood development policy interventions, and assessing progress in eliminating the risks imposed upon young children during their most critical developmental period. We published estimates on the prevalence of young children exposed to stunting and extreme poverty at the global, regional, and country levels in 2017. Since new data have been released and a new definition of extreme poverty has been proposed, we updated our 2017 study with a focus on the progress in reducing the prevalence of risk exposure at different levels since 2000. For countries with other risk factors available in their micro-level data, we added them to the composite measure and assessed the levels and trends of sociodemographic disparities in young children’s risk exposure.  
 


About the Speaker 

 

Chunling Lu, Ph.D head shot

Chunling Lu studied international relations (BA) and political science (MA) at Fudan University in Shanghai, China, and sociology (MA) and applied statistics (MS) at Syracuse University, where she also received her PhD in economics. She received postdoctoral training on health care policy analysis at the Harvard Medical School’s Department of Health Care Policy, and joined the School’s Department of Global Health and Social Medicine in 2008 after three years as Senior Research Associate at the Harvard Institute for Global Health.


 

EVENT PARTNERS

 

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Goldman Room E409, Encina Hall

Chunling Lu, Associate Professor of Global Health and Social Medicine, Harvard Medical School
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Introduction & Contribution:


The social and economic costs of climate change are significant, including damage to infrastructure, loss of agriculture, and disruptions to education. Hurricanes and storms, such as Hurricane Katrina or Myanmar’s Cyclone Nargis, are particularly visible and destructive manifestations of climate change. The incidence of these storms varies across places, suggesting that migration from more- to less-exposed areas could be an important form of climate adaptation, alongside, e.g., building more resilient infrastructure. However, our knowledge of climate migration, particularly its causes and frequency, is limited.

In “Understanding the migratory responses to hurricanes and tropical storms in the USA,” A. Patrick Behrer and Valentin Bolotnyy show — perhaps contrary to expectations — that Americans’ migratory response to storms is limited. Most storms do not result in meaningful out-migration from impacted counties. Meanwhile, when people do migrate, they do not necessarily move to areas with less storm exposure. The paper draws on a range of data sources to highlight the deeply economic drivers of migration, which stem from the concentration of economic opportunity in storm-exposed areas.

The paper highlights tensions between two commonplace assumptions: first, that “rational” migration should reduce the risks of climate change, and second, that migration is driven by economic opportunity. These assumptions are in tension precisely because, as Behrer and Bolotnyy show, hurricane risk and economic opportunity are highly correlated in America. One policy implication is that local governments must invest in storm-resilient infrastructure to prevent the destruction of physical capital and the flight of human capital. In addition, permitting more remote work could reduce the economic appeal of productive but vulnerable migration hubs.

A. Patrick Behrer and Valentin Bolotnyy show — perhaps contrary to expectations — that Americans’ migratory response to storms is limited. Most storms do not result in meaningful out-migration from impacted counties.

Prior Research:


Scholars have found evidence that hurricanes and storms both do and do not affect migration, which tends to vary based on the places studied and their levels of economic development. These contradictory findings would seem to call for a deeper investigation of the causal mechanisms underlying climate migration, but our understanding is also limited here. Do individuals and families migrate as a consequence of long-term factors (e.g., frequent, medium-intensity flooding) or short-term ones (e.g., a single severe flood)? Do they migrate on the basis of rational, cost-minimizing calculations, or are they influenced by cognitive biases that lead them to overestimate the true costs of one disaster? And what role do certain amenities (e.g., reliable infrastructure) or forms of protective insurance play in decreasing the incentives to migrate?

It is difficult to sustain a purely instrumental account of migration, which is largely driven by existing social networks and occurs over short distances. For example, many survivors of Hurricane Katrina moved to Houston, which is a similarly exposed city just over 300 miles away. Even long-distance migration tends to be driven by social networks and may offer little protection against storms. Finally, migration is costly, not only in terms of moving but because housing prices in less-exposed areas are often bid up for that very reason.

Data, Methods, and Results:


Behrer and Bolotnyy’s empirical analysis is guided by several questions. First, do we observe greater outmigration after storms? Second, do migrants move to less at-risk counties? And finally, has the overall population of high-risk areas declined over the last 25 years? To answer these questions, the authors utilize migration data from the Internal Revenue Service (IRS) as well as storm exposure data from the National Oceanic and Atmospheric Administration (NOAA), the National Hurricane Center, and the Federal Emergency Management Agency (FEMA). Their regression models estimate the extent of migratory change in storm years relative to non-storm years, including lagged models that estimate changes in the years following storms.
 


 

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Figures 1C, 1D, 1E, and 1F

 

Fig. 1C-F: c,d, Coefficients from a panel fixed-effects regression of outmigration (c) and net migration (d) on whether a county experienced a storm. The first bar plots the coefficient from a regression with only contemporaneous storms. The next six bars show coefficients from a separate regression that includes contemporaneous storms and five year lags (L1–L5). The final bar shows the sum of the coefficients from the lags regression. The light grey lines show the 95% CIs. The sample size for these regressions was 52,514 for the outmigration results and 52,448 for the net migration results. e, Migrant-receiving counties in our sample period and the average number of migrants received in non-storm years. f, The same as e but in storm years.
 



Their results indicate that American outmigration has not increased at statistically significant levels after storms. In addition, there is no evidence that migrants in storm years move to less exposed areas compared to migrants in non-storm years. The most damaging storms are indeed followed by increased outmigration, but there is no evidence that migrants move to low-risk areas. In fact, they often migrate to other high-risk areas and to places with high economic activity. This is because the majority of American GDP is generated in coastal areas where storms are more prevalent. The authors thus uncover a tradeoff, namely that places in the U.S. with more opportunity face more risk. GDP is substantially more predictive of migration than storm risk. The economic and social benefits of moving to high-risk areas appear to outweigh any incentives to reduce one’s storm exposure via relocation. Finally, the authors find that overall population exposure to storms has increased.
 


 

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Fig. 4: GDP versus net migration and number of storms.

 

Fig. 4: GDP versus net migration and number of storms. a, Correlation between net migration and GDP. The Z-score of total net migration is the Z-score across all counties of the sum of net migration (in-migration minus outmigration) for each county across all years in the sample. The Z-score of GDP is based on county GDP in 2019, as measured by the Bureau of Economic Analysis. All points are shaded equally, with darker areas on the graph indicating a greater density of counties. We omitted three outliers with GDP Z-scores >10. We show a version of this figure that includes the outliers in Supplementary Fig. 3. b, Correlation between the number of storms and GDP. Total storms is the sum of storms hitting each county across all years in our sample. ln(2019 GDP) is the natural log of county GDP in 2019, as measured by the Bureau of Economic Analysis. All points are shaded equally, with darker areas on the graph indicating a greater density of counties. The x-axis units are log points.
 

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Fig. 3: Trend in population-weighted exposure and correlation between net migration and total storms.

 

Fig. 3: Trend in population-weighted exposure and correlation between net migration and total storms. a, Trend in population-weighted exposure. We plotted the weighted average number of storms across all 2,387 counties in our sample. Weights are the county population in each year. The number of storms in each county is the sum over the sample and so remains constant across years. The change in the trend line is due to changes in where people live. The flat grey lines show the weighted average if populations had not changed from 1990 levels—that is, if no one had moved. The solid lines show all storms. The dashed lines show storms with at least US$10 million in damages according to FEMA. b, Correlation between net migration and total storms. The Z-score of total net migration is the Z-score across all counties of the sum of net migration (in-migration minus outmigration) in the county across all years in the sample. The Z-score of total storms is the Z-score across all counties of all storms over our sample period. All points are shaded equally; darker areas on the graph indicate a greater density of counties. The dashed line is the linear best fit line of the plotted data points.
 



The authors caution that these findings may be driven by (a) those Americans most impacted by storms being least able to move, this despite their preferences to do so, and (b) those with the means to insure themselves against climate risks having weaker preferences to move. In addition, migration within the same county — for example, moving from lower to higher sea level areas — may be a significant but hidden process that enables climate adaptation. The findings may also be less relevant to understanding migration dynamics in low- and middle-income countries, especially in places with less comprehensive insurance and less resilient infrastructure.

Behrer and Bolotnyy deepen our understanding of the importance and “stickiness” of geography. Indeed, many people do not or cannot move, even if they want to and even if staying in place puts them at risk. One wonders about how these processes interact with politics. For example, climate change has coincided with the powerful forces of climate change denial. Perhaps skepticism about storms as systemic phenomena is blunting migratory pressures, leading those affected to view them as one-off occurrences. Similarly, social scientists have coined the term “petro-masculinity” to describe an identity that views the climate change consensus as an attack on, e.g., driving large trucks or eating meat. It may be that when this identity is salient, people view climate migration as a form of weakness or betrayal.

*Brief prepared by Adam Fefer.

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Barber shop located in the Ninth Ward, New Orleans, Louisiana, damaged by Hurricane Katrina in 2005.
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CDDRL Research-in-Brief [4-minute read]

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This article was written by Dr. David Grossman, founding Director of BAYCEP and SPICE, and draws on a conference paper that he presented in 1978. The updated excerpt and photos (taken in 1974 in the People's Republic of China) were reprinted with permission from Dr. Grossman. Dr. Grossman was the Director of SPICE from 1976 to 1988. This is the first of several articles—focusing on the 50-year history of SPICE—that will be posted this year. 

Prior to World War II, the systematic study of Asia in American schools was rare. Studies of school textbooks found that the few references to Asia were marked by paternalism and stereotypes at best, and by racism and imperialist assumptions at worst. Following U.S. involvement in World War II and the Korean War, there was a notable increase in Asian studies at the collegiate level. At the pre-collegiate level, however, this growing attention to Asia was largely reflected in the addition of a Cold War dimension to the civics curriculum. In this context, China was typically studied as a geopolitical adversary, portrayed even more negatively than the Soviet Union.

In February 1972, a dramatic shift occurred in the tone of U.S.–China relations as a result of President Richard Nixon’s surprise visit to China. This watershed moment generated a surge in public demand for more current and reliable information about China and created new opportunities for reconsidering how China might be taught in American schools.

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While the roots of the Bay Area China Education Project (BAYCEP) can be traced to earlier initiatives, the pivotal moment in its development was the June 1972 Wingspread Conference, “China in the Schools: Directions and Priorities.” Previous meetings addressing China education had been convened by professional organizations such as the Association for Asian Studies (AAS), but what distinguished the Wingspread Conference was its timeliness. The three sponsoring organizations—the National Committee on U.S.–China Relations, the Center for War/Peace Studies, and the Johnson Foundation—shared a widely held belief that the moment was ripe for a focused effort to improve education about China in American schools.

One of the central themes of the Wingspread discussions was a critique of prevailing models of scholar–teacher interaction, particularly the assumption that scholars should serve merely as visiting lecturers. Conference participants urged China scholars to become more attentive to the needs of teachers and school systems and to conceive of their work as part of a reciprocal, two-way process. In perhaps the most influential proposal to emerge from the conference, Yale historian Jonathan Spence called for the development of a cohort of “scholar consultants” who would be both substantively knowledgeable and pedagogically sensitive. This idea would become a cornerstone of BAYCEP.

Ultimately, BAYCEP was the only program to emerge directly from the Wingspread Conference. As early as August 1972, Stanford professor John Lewis convened a meeting of San Francisco Bay Area educators and scholars focused on “Teaching China in the Schools.” This group subsequently submitted a proposal to the National Endowment for the Humanities under the auspices of the National Committee on U.S.–China Relations. The proposal was successfully funded and outlined a pilot project designed to strengthen humanities teaching in Bay Area schools by creating new mechanisms of cooperation between university scholars and pre-collegiate educators. It emphasized the educational value of Chinese history, society, and culture for enhancing multicultural education and sought to organize locally available resources on China through consultancy relationships, training programs, and curriculum materials that could later be adapted for use in other communities and fields of study.

As the foundational program within what became SPICE, BAYCEP served not only as a prototype for subsequent regional initiatives but also as a durable model for translating university-based scholarship into meaningful educational practice...

The transition from this broad mission statement to a fully functioning program was not linear. Stakeholders debated the project’s target audience, the selection of appropriate content, and staff qualifications. Acceptance of a China-focused initiative in schools was by no means assured; at one point, a district superintendent rejected participation on the grounds that the project constituted “Communist propaganda.” The underlying challenge was to design a China-focused program that was both curriculum-relevant and pedagogically sound.

In this regard, BAYCEP’s most innovative component was the development of an associate, or “scholar intern,” program intended to strengthen links between universities and schools. Graduate students and recent graduates in Chinese studies or related education programs were appointed as project associates. These associates underwent intensive training and mentoring to familiarize them with effective pre-collegiate teaching methods and available instructional resources, which were notably scarce at the time. They then worked directly with teachers through professional development workshops, helping translate scholarly knowledge into classroom practice.

Although BAYCEP was not initially conceived as solely a curriculum development project, the need for instructional materials soon became apparent. In collaboration with university scholars and classroom teachers, the project first produced guides to recommended resources on China. As these guides proved necessary but insufficient, BAYCEP later developed instructional units on topics such as the Chinese language, family life, education, sports, and stereotyping. As with the professional development workshops, careful attention was given to both substantive content and pedagogical effectiveness.

True to its original mission, BAYCEP emerged as a model for linking university scholarship with pre-collegiate education. In subsequent years, parallel projects focusing on Japan, Latin America, Africa, and Eastern and Western Europe were initiated. Together with BAYCEP, these initiatives were brought under a common umbrella in 1976, enabling collaboration and cross-fertilization across area studies. This umbrella program—the Stanford Program on International and Cross-Cultural Education (SPICE)—continues to operate to this day.

Beyond its immediate contributions to China education, BAYCEP’s enduring legacy lies in its redefinition of the relationship between universities and pre-collegiate schools. By institutionalizing the role of the scholar consultant and embedding graduate students and recent graduates within K–12 professional development, BAYCEP moved beyond episodic outreach toward a sustained, collaborative model of knowledge exchange. Its emphasis on pedagogical relevance, mutual learning, and curriculum integration anticipated later approaches to public scholarship and teacher professionalization in area studies. The success of BAYCEP also demonstrated that international and cross-cultural education could be both academically rigorous and responsive to local educational contexts, even amid political uncertainty. As the foundational program within what became SPICE, BAYCEP served not only as a prototype for subsequent regional initiatives but also as a durable model for translating university-based scholarship into meaningful educational practice—an approach that continues to shape international education well beyond its original historical moment.

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The 2025 Stanford/SPICE East Asia Seminars for Teachers in Hawai‘i Summer Institute

The Stanford/Freeman SEAS Hawai‘i Fellows gathered at the East-West Center, from July 12 to 14, 2025.
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2022 SPICE/NCTA East Asia Summer Institute for Middle School Teachers

Teachers from all regions of the United States and from China participated.
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BAYCEP was the predecessor program to SPICE, which was established 50 years ago in 1976.

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The November 5, 2025, Israel Insights webinar, hosted by the Jan Koum Israel Studies Program (JKISP) at the Center on Democracy, Development and the Rule of Law (CDDRL), featured a conversation between Amichai Magen, director of JKISP, and Ambassador Vivian Bercovici, former Canadian ambassador to Israel and a leading commentator on Israeli politics and society. Bercovici reflected on her tenure as a political appointee under Prime Minister Stephen Harper, describing tensions between Canada’s elected leadership and its foreign service bureaucracy, particularly on Israel policy. She emphasized that her mandate was to implement government policy rather than shape it, and discussed efforts to strengthen Canada–Israel commercial and technological ties amid institutional resistance and limited subject-matter expertise within the bureaucracy.

The discussion then turned to Israel’s current political and social trajectory following the judicial reform crisis and the October 7 Hamas attack. Bercovici argued that Israel’s next election could be the most consequential in the country’s history, with the future of liberal democracy and civic responsibility at stake. She highlighted a growing societal divide over the state’s founding ethos of shared obligation — particularly debates surrounding the return of hostages, unequal military and national service, and declining commitment among some groups to democratic norms. The webinar concluded with a discussion of how these tensions may reshape Israel’s political culture and determine the character of the state in the years ahead.

A full recording of the webinar can be viewed below:

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Understanding the Persistence of the Israeli–Palestinian Conflict

In an Israel Insights webinar, Professor Azar Gat examined how unresolved questions of historical legitimacy have shaped decades of failed negotiations.
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Eugene Kandel on Tackling Israel’s Internal Existential Risks

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Vivian Bercovici, former Canadian Ambassador to Israel, reflects on diplomacy, the “leave no one behind” ethos, and Israel’s political crossroads.

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The January 3, 2026, U.S. “Operation Absolute Resolve” in Venezuela to capture and remove President Nicolás Maduro has raised urgent questions about its repercussions for the U.S.-China competition, Taiwan Strait security, American strategic priorities in the Indo-Pacific region, and U.S. allies and partners.

In two new episodes of the APARC Briefing series, Stanford scholars Larry Diamond, the Mosbacher Senior Fellow in Democracy at the Freeman Spogli Institute for International Studies (FSI) and William L. Clayton Senior Fellow at the Hoover Institution, and APARC faculty affiliate Oriana Skylar Mastro, a center fellow at FSI, join host Kiyoteru Tsutsui, the director of APARC, to unravel what happened in Venezuela and the implications of the U.S. actions in Latin America for Taiwan, security and alliances in the Indo-Pacific, and U.S. relations with stakeholders in the region.

Both scholars agree that the U.S. mission in Venezuela is a precedent that likely emboldens rather than deters China in its Taiwan calculus, warning that the shift it represents in U.S. national security policy might detract from American capabilities in the Indo-Pacific region at a crucial moment. They also provide sobering advice for U.S. allies struggling to adjust to rapidly shifting geopolitical realities under the second Trump administration.

A Shocking Action in World Affairs


There is no dispute that the Maduro government has been deeply authoritarian, deeply corrupt, and deeply illegitimate, says Diamond, author of Ill Winds: Saving Democracy from Russian Rage, Chinese Ambition, and American Complacency. Yet the United States “has probably violated international law to intervene forcibly in the internal affairs of Venezuela and remove its political leader," creating enormous implications for the international community. If it does not pursue a strategy of systemic democratic change in Venezuela, “all of this will have been for naught, and it will have paid a tragic price in terms of international precedent and international legitimacy,” Diamond argues.

Beijing is already using the operation as a "discourse power win," depicting the United States as crushing sovereignty and international law, Mastro notes. Moreover, in addition to Venezuela, President Trump continues to make statements about Greenland, reiterating its importance for U.S. national security and his interest in acquiring the territory, which has alarmed European partners and exacerbated strains with NATO.

“For the first time since WWII, some European countries have declared the United States to be a security threat,” Mastro says. “So I am curious to see if the Chinese try to bring along the Venezuela case as well, to convince U.S. allies and partners to distance themselves from the United States, which would have significant repercussions for the global order and for the United States' role in it.”

There is no situation in which we 'neutralize' Chinese air defenses and then somehow do some sort of infiltration.
Oriana Skylar Mastro

A Risky Strategic Reorientation


By unilaterally bypassing international norms to wield power in its own "backyard," the United States may have set a precedent that China can now exploit to justify its own ambitions in Taiwan as a legitimate exercise of regional dominance.

Diamond remarks on this line of thought: “If the United States, as a hegemon, can just do what it wants to arrest and remove a leader, in its kind of declared sphere of influence, what's to stop Xi Jinping from doing the same in his sphere of influence, and with a democratic system in Taiwan, whose sovereignty he does not recognize?” 

On the other hand, many commentators have argued that Operation Absolute Resolve serves as a deterrent to Chinese aggression. Granted, there is no doubt that the operation was a remarkably successful military attack showcasing the capabilities of U.S. special forces, notes Mastro, who, alongside her academic career, also serves in the United States Air Force Reserve, for which she currently works at the Pentagon as deputy director of research for Global China Strategy. Nevertheless, she emphasizes that the United States cannot carry out a similar attack in Asia.

“There is no situation in which we ‘neutralize’ Chinese air defenses and then somehow do some sort of infiltration,” says Mastro, author of Upstart: How China Became a Great Power. The U.S. intervention in Venezuela, therefore, “does not tell us a lot, operationally, about what the United States is capable of in a contingency via China.”

More troubling, Mastro identifies the Venezuela operation as demonstrating a fundamental shift in U.S. strategic priorities, with the raid conducted just weeks after the Trump administration released its 2025 National Security Strategy, which prioritizes restoring “American preeminence in the Western Hemisphere.” Mastro characterizes it as “the one region where U.S. dominance faces no serious challenge.” Thus, Venezuela suggests “the Trump administration means business about the renewed focus on the Western Hemisphere, and, unfortunately, that makes me concerned that there might be strategic neglect of the Indo-Pacific moving forward,” she points out.

Diamond stresses that, virtually throughout the entire presidency of Xi Jinping, dating back to 2012, China has been rapidly building up its military capabilities, prioritizing those specifically suited for coercing, isolating, or potentially seizing Taiwan. Against this backdrop, “I am much more fearful about the future of Taiwan in the week following U.S. military action on January 3 in Venezuela than I was before that action.” 

Mastro agrees with this assessment about the ripple effects of the operation in Venezuela. “I would say that it probably emboldens China.”

[M]y advice to the leaderships [of our allies is]: Find a way to get to the fundamental interests you need to pursue, defend, and preserve. And in the case of East Asia, that has to be number one, above all else, the preservation of our alliances.
Larry Diamond

Frank Advice for U.S. Allies


For U.S. allies in the Indo-Pacific, including Japan, South Korea, the Philippines, and Australia, as well as allies and partners in Europe, both scholars offer pragmatic counsel for coping with the Trump administration.

Diamond urges U.S. allies to manage Trump diplomatically while staying focused on core interests, namely, prioritizing the preservation of the alliances and strengthening autonomous defense capabilities to demonstrate commitment and hedge against potential U.S. retrenchment.

“It takes constant, energetic, proactive, imaginative, relentless, and in some ways deferential working of the relationship, including the personal relationship between these leaders and Donald Trump [...] The future will be better if the leaders of these countries internalize that fundamental lesson about Trump.”

Mastro is equally direct about the limited alternatives ahead of U.S. allies: "You don't really have an option. That Chinese military – if it gives the United States problems, it definitely gives you problems. There's no hope for a country like Taiwan without the United States. There's no hope for Australia without the United States."

Counterintuitively, U.S. assertiveness may indicate its insecurity about the balance of power with China. “It seems to me that the United States also needs to be reassured that our allies and partners support us [...] And if we had that confidence, maybe the United States would be less aggressive in its use of military force.”

Watch the two APARC Briefing episodes:

🔸 What the U.S. Raid in Venezuela Means for Taiwan and Asia - with Larry Diamond >

🔸 Does Venezuela Provide China a Roadmap for Taiwan? – with Oriana Skylar Mastro >

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Sponsored by Stanford University’s Shorenstein Asia-Pacific Research Center, the annual award recognizes outstanding journalists and news media outlets for excellence in covering the Asia-Pacific region. News editors, publishers, scholars, and organizations focused on Asia research and analysis are invited to submit nominations for the 2026 award through February 15, 2026.
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Speaking on the APARC Briefing video series, Larry Diamond and Oriana Skylar Mastro analyze the strategic implications of the U.S. operation in Venezuela for the balance of power in the Taiwan Strait, Indo-Pacific security, America’s alliances, and the liberal international order.

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In a CDDRL research seminar held on January 8, 2026, Neil Malhotra, Professor of Political Economy at Stanford Graduate School of Business and courtesy professor of political science, presented his upcoming book Majority Opinions: The Political Consequences of an Out of Step Supreme Court, co-authored with Stephen Jessee and Maya Sen. The project examines how the Supreme Court’s alignment with public opinion shapes its legitimacy, approval, and vulnerability to reform. Malhotra emphasized that the book does not make normative claims about whether the Supreme Court should reflect public opinion but rather offers a positive political science account of how closely the Court tracks public preferences and how that distance shapes legitimacy, approval, and political response. 

As discussed by Malhotra, this project began as a result of changes in survey research methodology, shifting from face-to-face and telephone surveys to large-scale internet-based data collection. While these advances were used to study public opinion with respect to Congress and the President, there was a clear gap in applying this approach to the Supreme Court. Hence, starting in 2020, his team partnered with YouGov to conduct annual surveys each spring, prior to  Supreme Court decisions, asking respondents how they would rule on major cases scheduled for that term. Respondents were also asked to predict how they believed the Court would decide. 

To analyze these responses, Malhotra employs ideal point estimation, mapping respondents, partisan groups, and the Court itself onto a liberal-conservative scale. The data showed that the Court was closely aligned with the median voter in 2020, but its ideological position shifted to the right following the death of Ruth Bader Ginsburg and her replacement by Amy Coney Barrett. But in later years, the Court shifted back to the middle following public backlash.

As Malhotra highlighted, rather than asking about constitutional law and legal reasoning, respondents were presented with the policy consequences of cases. For example, in the Bostock case, participants were asked whether it should be legal or illegal for employees to be fired based on sexual orientation, followed by a question asking how they believed the Supreme Court would rule. The data revealed substantial variation across cases. Some issues showed clear partisan polarization, while others reflected broad agreement across parties.

The presentation then turned to public perceptions of the Court. Malhotra showed that respondents are generally poor at predicting Supreme Court outcomes, correctly guessing decisions only slightly more than half the time. This pattern is explained largely by projection, as individuals tend to assume the Court will rule in line with their own preferences. Because the Court has recently leaned conservative, this projection makes Republicans appear more accurate than Democrats.

Finally, Malhotra distinguished between approval and legitimacy, emphasizing the importance of separating the two concepts. Approval reflects short-term evaluations of the Court’s performance and is highly responsive to disagreement with Court decisions. By contrast, legitimacy deals with the public’s belief in the Court’s rightful role as an institution and proves more stable, though still negatively affected when the Court consistently differs from public opinion. As discussed, this difference matters because declining legitimacy can give political elites room to challenge compliance with Court rulings, threatening the rule of law.

Malhotra concluded by situating the project within a broader historical perspective. The book examines moments when the Supreme Court faced severe backlash and subsequently moderated its behavior, including resistance following Brown v. Board of Education. These cases illustrate how threats to enforcement and public acceptance can shape judicial decision-making over time, depicting the political consequences of a Court that moves out of step with the public.

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Neil Malhotra presented his research in a CDDRL seminar on January 8, 2026.
Neil Malhotra presented his research in a CDDRL seminar on January 8, 2026.
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The GSB's Neil Malhotra examines how ideological distance from voters shapes approval, legitimacy, and political response.

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On Jan. 7, the Democracy Action Lab convened a panel to assess Venezuela’s political landscape following the U.S. administration’s recent removal and arrest of leader Nicolás Maduro.

The event, “Venezuela After Maduro: Democracy, Authoritarian Rebalancing, or Chaos,” included speakers María Ignacia CurielHéctor FuentesDorothy KronickHarold Trinkunas, and Diego A. Zambrano. Moderated by Alberto Díaz-Cayeros, the discussion offered analyses of post-extraction scenarios that drew on comparative experiences, Venezuelan political dynamics, and theories of post-authoritarian and post-conflict transitions. 

Housed in the Center on Democracy, Development and the Rule of Law (CDDRL), the Democracy Action Lab (DAL) combines rigorous research with practitioner collaborations. It is co-directed by Beatriz Magaloni and Díaz-Cayeros, both senior fellows at the Freeman Spogli Institute for International Studies (FSI). During the panel discussion, Díaz-Cayeros said that DAL is collecting and sharing resources on the situation in Venezuela.

Authoritarian rebalance 


Maduro served as president of Venezuela for more than 10 years before he was ousted Jan. 3 in a U.S. military operation that brought him to America to face narco-terrorism charges.

Trinkunas, a senior research scholar at FSI’s Center for International Security and Cooperation (CISAC), discussed the possibility of Venezuela transitioning to democracy, especially given the opposition's overwhelming victory in the 2024 presidential elections. But an authoritarian rebalancing looms large, he noted.

“We have to remember that all the institutions of power and all the electoral offices in Venezuela below the president are held by supporters of the regime,” he said.

Trinkunas recalled political scientist Alexander B. Downs’ book, “Catastrophic Success,” which examined the negative consequences of foreign-imposed regime changes and highlighted that such interventions often lead to civil war and violent removals of leaders.

“About one-third to 40% of all regimes installed by a foreign intervention end up in civil conflict within 10 years,” Trinkunas said. And, almost half of leaders installed by foreign powers withdraw from or are pushed from office before their terms are up.

He foresees a divergence between the interests of the intervening power, the U.S., and Venezuela’s power elites and population under the proposed arrangement. “The people with the guns stay employed.” And they may not be eager to cooperate if it involves sharing Venezuela’s mineral wealth with the United States government.

Díaz-Cayeros said, “Nothing has changed in the basic underlying economic conditions of Venezuela that has forced an exodus of 8 million people.” Days after the arrest of Maduro, the government in office is still the same government that came into office through an electoral fraud, he added.

We have to remember that all the institutions of power and all the electoral offices in Venezuela below the president are held by supporters of the regime.
Harold Trinkunas
Senior Research Scholar, CISAC

Status quo interests


Curiel, a research scholar at CDDRL, research manager for the Democracy Action Lab, and a native of Venezuela, described the ecosystem of armed actors in Venezuela and outlined how both state and non-state security forces have the incentives and capabilities to preserve the status quo. 

“They’ve had arrangements that have been important for their survival, up until now. And so, there’s a question that these groups face with the loss of Maduro and [his wife Cilia] Flores,” she said.

To the extent they perceive their arrangements are under threat, they might respond with violence or engage in chaos, Curiel added. This is further complicated by the fact that different armed groups are loyal to different members of the governing coalition, creating competing power centers.

Fuentes, a CDDRL visiting scholar and Venezuelan native, noted that the situation in Venezuela remains extremely fluid and that it is still too early to determine whether Maduro’s removal will lead to authoritarian rebalancing or a genuine democratic transition. He argued that policymakers face a real tension between two objectives: stabilizing the country while accounting for the complexity and fragility of the Venezuelan state, and recognizing that stabilization without a clear commitment to democratic transition as the ultimate goal is not sustainable.

“The stability is not going to happen unless you promise and commit to the final goal of a democratic transition,” said Fuentes, a lawyer and policy expert from Venezuela.

He explained that the regime’s basic instinct is to resist and survive any U.S. involvement in the way its key ally, Cuba, has done through the decades.

Stability is not going to happen unless you promise and commit to the final goal of a democratic transition.
Héctor Fuentes
Visiting Scholar, CDDRL

Zambrano, a Stanford law professor and CDDRL affiliated faculty member who grew up in Venezuela, said he was guardedly optimistic about a democratic transition and supported the military operation that removed Maduro. As for the legal implications of the capture of Maduro, he cited prior examples of the U.S. taking military action in Kosovo, Libya, and Panama, among others, without Congressional approval and in apparent violation of international law.

The international law prohibition on the use of force “has been violated [maybe] 40 times” in the last few decades, he said. “This is one more violation. Is that good? No, that’s not good, but it’s not a drastic change the way the Russian invasion of Ukraine was,” because the latter implicated the international prohibition on the annexation of territory. Moreover, in Venezuela’s case, the Venezuelan people welcomed the U.S. intervention.

Kronick, an associate professor of public policy at UC Berkeley and Stanford alum, observed that U.S. officials at a January 3 press conference didn’t mention democracy and totally dismissed María Corina Machado, whom she described as “Venezuela's most popular politician and the driving force behind the opposition candidate in last year's presidential election.”

The 2024 Venezuelan presidential election was highly controversial, given that both the opposition showed incontrovertible evidence, widely verified by the international community, that the election was stolen by Maduro and that the opposition actually won by a landslide.

Kronick said the acting president of Venezuela, Delcy Rodríguez, is clearly not a democratic activist and has been a key member of the regime for years. “It’s a little bit hard to be optimistic about the prospects for democratization,” given her current role.

On the other hand, Venezuela has very capable election-vote-counting technology and decades of high-turnout elections, all of which could potentially facilitate re-democratization. 

This kind of U.S. unilateral action strikes a very deep chord in the Latin American psyche. And it doesn’t really matter if someone is on the left or on the right.
Alberto Díaz-Cayeros
Senior Fellow, FSI; Co-Director, Democracy Action Lab

‘Gangster diplomacy’


In the question-and-answer session, Michael McFaul, former FSI director, described the Trump Administration’s current attempt to take more than $2 billion in oil from Venezuela as “gangster diplomacy” and a “travesty.” 

Díaz-Cayeros said, “This kind of U.S. unilateral action strikes a very deep chord in the Latin American psyche. And it doesn’t really matter if someone is on the left or on the right” in Latin and South America.”

Kathryn Stoner, Mosbacher Director of CDDRL, noted that the U.S. arrest of Maduro raises troubling questions about whether Russia would attempt a similar action against Ukraine’s leaders in the future. “What then stops Putin, other than the incompetence of the Russian armed forces, from going in and trying to get (President Volodymyr) Zelensky or any other high leader in Ukraine?”

Kronick suggested audience members read a recent Foreign Affairs essay, “A Grand Bargain With Venezuela,” in which the author argues for a “pacted transition,” a negotiated, power-sharing arrangement, as the most viable path for Venezuela. This would involve an agreement between the current regime and opposition to coexist and gradually democratize, rather than one side seeking total victory.

“Whether you read this and think this is pie in the sky and this is never going to happen, or you think this is what we need to really push for, I think it’s really worth engaging with, so I’ll end with that recommendation,” she said.
 

In October 2025, CDDRL launched the Democracy Action Lab, a new initiative designed to apply the findings of leading-edge research to practice in the global effort to defend and revitalize democracy. DAL’s agenda is organized around four key issues — how democratic erosion unfolds; how practitioners navigate strategic dilemmas; how diasporas may influence political struggles at home; and how citizens’ beliefs and trade-offs shape their commitments to democracy.

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A Democracy Action Lab panel weighed competing scenarios for Venezuela’s political future amid elite continuity, economic crisis, and international intervention.

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Were the United States and NATO enlargement to blame for Russia’s invasions of Ukraine? The authors argue that NATO was just one irritant among many in the US-Russian relationship; that Ukraine was not close to joining NATO in 2021 when Putin made the decision for full-scale war; and that Russian fear of NATO was not a major factor in the march to war. The Russian invasion of Ukraine, they conclude, was primarily about Putin’s imperial beliefs, not great power politics. 

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The Washington Quarterly
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James Goldgeier
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Issue 4, Winter 2026
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Venezuela Panel Event

The U.S. military operation known as Operation Absolute Resolve, which resulted in the capture and removal of Nicolás Maduro from Venezuela, represents a watershed moment in hemispheric politics. The operation, characterized by precision targeting, limited duration, and the absence of a formal occupation, has nonetheless created a profound political rupture inside Venezuela and raised far-reaching questions about sovereignty, legitimacy, governance, and democratic reconstruction.

This event convenes scholars and practitioners to examine what comes after such a military intervention, providing an analysis of post-extraction scenarios, drawing on comparative experience, Venezuelan political dynamics, and theories of post-authoritarian and post-conflict transitions.

The discussion does not seek to justify or condemn the intervention itself. Rather, it aims to assess the range of plausible futures now confronting Venezuela and the conditions under which the current rupture could lead to authoritarian rebalancing, prolonged disorder, or democratic recovery.

SPEAKERS:

  • María Ignacia Curiel
  • Héctor Fuentes
  • Dorothy Kronick
  • Harold Trinkunas
  • Diego A. Zambrano
     

MODERATOR: Alberto Díaz-Cayeros 

About the Speakers

Maria Curiel

Maria Ignacia Curiel

Research Scholar, CDDRL; Research Affiliate, Poverty, Violence, and Governance Lab
Link to bio

María Ignacia Curiel is a Research Scholar at the Center on Democracy, Development and the Rule of Law and Research Affiliate of the Poverty, Violence and Governance Lab at Stanford University. Curiel is an empirical political scientist using experimental, observational, and qualitative data to study questions of violence and democratic participation, peacebuilding, and representation.

Her research primarily explores political solutions to violent conflict and the electoral participation of parties with violent origins. This work includes an in-depth empirical study of Comunes, the Colombian political party formed by the former FARC guerrilla, as well as a broader analysis of rebel party behaviors across different contexts. More recently, her research has focused on democratic mobilization and the political representation of groups affected by violence in Colombia, Mexico, and Venezuela.

Hector Fuentes

Héctor Fuentes

Visiting Scholar, Center on Democracy, Development and the Rule of Law at the Freeman Spogli Institute for International Studies
Link to bio

Hector Fuentes is a Visiting Scholar at Stanford’s Center on Democracy, Development and the Rule of Law at Stanford University. His research focuses on Venezuelan elections, exploring the dynamics that led to this semi-competitive election, analyzing the strategic successes of the opposition, and identifying windows of opportunity for fostering a transition to democracy in Venezuela.

Dorothy_Kronick

Dorothy Kronick

Associate Professor of Public Policy, Goldman School of Public Policy at Berkeley
Link to bio

Dorothy Kronick is an Associate Professor of Public Policy at the Goldman School of Public Policy at Berkeley. She studies contemporary Latin American politics, focusing on Venezuelan politics and the politics of crime and policing. Her work has been published in the American Political Science Review, the Journal of Politics, Science, and Science Advances, among other outlets. Her commentary on Venezuelan politics has appeared in the New York Times and the Washington Post.

Harold Trinkunas

Harold Trinkunas

Deputy Director and a Senior Research Scholar at the Center for International Security and Cooperation at the Freeman Spogli Institute for International Studies
Link to bio

Harold Trinkunas is a Senior Research Scholar and the Deputy Director at the Center for International Security and Cooperation at the Freeman Spogli Institute for International Studies at Stanford University. His work has examined civil-military relations, ungoverned spaces, terrorist financing, emerging power dynamics, and global governance.

Diego Zambrano

Diego A. Zambrano

Associate Professor of Law, Stanford Law School & CDDRL Affiliated Faculty
Link to bio

Diego A. Zambrano is a Professor of Law and Associate Dean for Global Programs at Stanford Law School, specializing in the areas of civil litigation and comparative law. He is also the faculty director of the Neukom Center for the Rule of Law and Faculty Affiliate at the Center on Democracy, Development and Rule of Law at Stanford University. 

Alberto Díaz-Cayeros

Alberto Díaz-Cayeros

Senior Fellow, Freeman Spogli Institute (FSI), Affiliated faculty at the Center on Democracy, Development and the Rule of Law (CDDRL), Co-director, Democracy Action Lab (DAL)
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Alberto Diaz-Cayeros joined the FSI faculty in 2013 after serving for five years as the director of the Center for US-Mexico studies at the University of California, San Diego. He earned his Ph.D at Duke University in 1997. He was an assistant professor of political science at Stanford from 2001-2008, before which he served as an assistant professor of political science at the University of California, Los Angeles. Diaz-Cayeros has also served as a researcher at Centro de Investigacion Para el Desarrollo, A.C. in Mexico from 1997-1999. His work has focused on federalism, poverty and violence in Latin America, and Mexico in particular. He has published widely in Spanish and English. His book Federalism, Fiscal Authority and Centralization in Latin America was published by Cambridge University Press in 2007 (reprinted 2016). His latest book (with Federico Estevez and Beatriz Magaloni) is: The Political Logic of Poverty Relief Electoral Strategies and Social Policy in Mexico. His work has primarily focused on federalism, poverty and economic reform in Latin America, and Mexico in particular, with more recent work addressing crime and violence, youth-at-risk, and police professionalization. He currently serves as the co-director of the Democracy Action Lab at the Center on Democracy, Development and the Rule of Law (CDRRL) at the Freeman Spogli Institute (FSI).

Alberto Díaz-Cayeros
Alberto Díaz-Cayeros

William J. Perry Conference Room, Encina Hall 2nd Floor 

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Only those with an active Stanford ID with access to the William J. Perry Conference Room in Encina Hall may attend in person.

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616 Jane Stanford Way
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Research Scholar
Research Manager, Democracy Action Lab
Poverty, Violence, and Governance Lab Research Affiliate, 2024-25
CDDRL Postdoctoral Fellow, 2023-24
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María Ignacia Curiel is a Research Scholar at the Center on Democracy, Development and the Rule of Law and Research Affiliate of the Poverty, Violence and Governance Lab at Stanford University. Curiel is an empirical political scientist using experimental, observational, and qualitative data to study questions of violence and democratic participation, peacebuilding, and representation.

Her research primarily explores political solutions to violent conflict and the electoral participation of parties with violent origins. This work includes an in-depth empirical study of Comunes, the Colombian political party formed by the former FARC guerrilla, as well as a broader analysis of rebel party behaviors across different contexts. More recently, her research has focused on democratic mobilization and the political representation of groups affected by violence in Colombia, Mexico, and Venezuela.

Curiel's work has been supported by the Folke Bernadotte Academy, the Institute for Humane Studies, and the APSA Centennial Center and is published in the Journal of Politics. She holds a Ph.D. in Political Science and dual B.A. degrees in Economics and Political Science from New York University.

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María Ignacia Curiel Research Scholar Research Manager Panelist Democracy Action Lab (DAL) and CDDRL, Freeman Spogli Institute for International Studies (FSI)
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Héctor Fuentes is a Visiting Scholar at Stanford’s Center on Democracy, Development and the Rule of Law (2024-25). His research focuses on the critical juncture of the 2024 Venezuelan elections, exploring the dynamics that led to this semi-competitive election, analyzing the strategic successes of the opposition, and identifying windows of opportunity for fostering a transition to democracy in Venezuela. As the Director of EstadoLab, he has co-authored influential pieces on state fragility and democracy in Venezuela, as well as on state fragility across South America.

Héctor holds a Master of Global Affairs from Tsinghua University, where he was a Schwarzman Scholar, and a Master of Public Policy from the University of Oxford, supported by a Chevening Scholarship. His legal training was completed at the Central University of Venezuela, where he graduated as valedictorian. Throughout his career, Héctor has built extensive expertise in institutional capacity building, rule of law strengthening, and natural resource governance.

In addition to his research and academic work, Héctor has been actively involved in democracy promotion efforts in Venezuela. He co-founded EstadoLab, leading national campaigns that reached millions of young people and supported their participation in pro-democracy initiatives. He has also worked on various international projects aimed at rebuilding state capacity and promoting justice reform.

CDDRL Visiting Scholar, 2024-26
Fisher Family Summer Fellow, 2024
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Héctor Fuentes Visiting Scholar Panelist Freeman Spogli Institute for International Studies (FSI)
Dorothy Kronick Associate Professor of Public Policy Panelist Goldman School of Public Policy, U.C. Berkeley
Harold Trinkunas Senior Research Scholar & Deputy Director Panelist Center for International Security and Cooperation (CISAC) at the Freeman Spogli Institute for International Studies (FSI)

Room N346, Neukom Building
555 Nathan Abbott Way
Stanford, CA 94305

650.721.7681
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Professor of Law, Stanford Law School
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Diego A. Zambrano’s primary research and teaching interests lie in the areas of civil procedure, transnational litigation, and judicial federalism. His work explores the civil litigation landscape: the institutions, norms, and incentives that influence litigant and judicial behavior. Professor Zambrano also has an interest in comparative constitutional law and legal developments related to Venezuela. He currently leads an innovative Stanford Policy Lab tracking “Global Judicial Reforms” and has served as an advisor to pro-democracy political parties in Venezuela. In 2021, Professor Zambrano received the Barbara Allen Babcock Award for Excellence in Teaching.

Professor Zambrano’s scholarship has appeared or is forthcoming at the Columbia Law Review, University of Chicago Law Review, Michigan Law Review, Northwestern University Law Review, Stanford Law Review, and Virginia Law Review, among other journals, and has been honored by the American Association of Law Schools (AALS) and the National Civil Justice Institute. Professor Zambrano will be a co-author of the leading casebook Civil Procedure: A Modern Approach (8th ed. 2024) (with Marcus, Pfander, and Redish). In addition, Professor Zambrano serves as the current chair of the Federal Courts Section of the AALS. He also writes about legal issues for broader public audiences, with his contributions appearing in the Wall Street Journal, BBC News, and Lawfare.

After graduating with honors from Harvard Law School in 2013, Professor Zambrano spent three years as an associate at Cleary Gottlieb in New York, focusing on transnational litigation and arbitration. Before joining Stanford Law School in 2018, Professor Zambrano was a Bigelow Teaching Fellow at the University of Chicago Law School.

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Diego A. Zambrano Associate Professor of Law, CDDRL Affiliated Faculty Panelist Stanford Law School
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