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Introduction and Contribution:


Most people move for economic or personal reasons, such as attending college, starting a new job, or being closer to family. Accordingly, residential moves are often beneficial for movers: they can improve life satisfaction, offer movers new economic opportunities, and increase long-term earnings. However, what is often little acknowledged is that moving can generate significant political costs: movers may have to learn about the political issues salient in their new place of residence while simultaneously facing the daunting task of settling into a new place of residence. It is because of these challenges that moving can change the extent to which someone engages in politics.

Hans Lueders proposes that to understand how moving affects political engagement, we need to distinguish between national and local engagement.

In “The local costs of moving,” Hans Lueders proposes that to understand how moving affects political engagement, we need to distinguish between national and local engagement. Studying political engagement among movers in Germany, he finds that German movers remain similarly engaged in national politics but become considerably less engaged in local politics. Lueders argues that national engagement is unlikely to change much after a move because the political context remains the same. Intuitively, the same political candidates run for national office no matter where one lives, and the country’s most pressing political issues remain the same as well. By contrast, the political context changes significantly when it comes to local engagement: living in a new place means that movers have less political knowledge (e.g., of local political candidates or salient issues), limited social networks to facilitate local engagement, and a weaker sense of civic duty to engage. Lueders finds no evidence that movers adopt new norms or political ideas — mainly because Germans tend to move to places that are socially and politically similar.

Lueders draws our attention to how moving — and the disengagement it generates — can undermine local democratic accountability. Indeed, when movers cannot communicate their preferences to local leaders, what follows is “representational inequality” between movers and “stayers.” That domestic migration can add or remove 5-10% of a county’s population over a decade, thus has serious consequences for the quality of democracy.

Importantly, Lueders broadens the geographic scope of research on political engagement. Social science research on moving has been heavily informed by data from the US, where “strict voter registration requirements…have been described as more costly than the act of voting itself.” Indeed, the US’s unique — and uniquely burdensome — voting regime has been shown to weaken both local and national engagement for movers. Lueders’s research suggests that these findings do not travel beyond the US. In Germany and much of the Western democratic world, movers are legally required to register their new address with local authorities, and are then automatically added to the electoral rolls. This removes a key barrier to political engagement, at least at the national level. American readers may rightfully ask which interests are advanced or undermined by the current status quo.

Engagement Before and After Moving:


Lueders introduces two competing accounts of how moving affects political engagement. On the first account, moving imposes serious epistemological and social costs: movers must learn new information about politics, form new social networks, and come to see themselves as members of a new community. Not only does all of this take time, but movers usually prioritize more urgent personal matters — e.g., finding housing or childcare — such that politics takes a back seat. 

Weakened social ties mean that movers interact less often with people who could inform them about local issues, candidates, or initiatives — which are hard enough for longtime residents to grasp. Members of social networks also enforce norms of participation on each other; movers who lack social ties will thus be more content to abstain from voting or volunteering for campaigns. It could be inferred from this account that the further away one moves, the less engaged one will be with one's new home: candidates and issues seem even more novel, while social networks become even more fractured.

A second account highlights how the context of a new place can change engagement, as movers are exposed to new political ideas or norms around participation. This may be because movers are persuaded to approach politics differently, or for more instrumental reasons (e.g., if one’s preferred party already wins by large margins in the new place, engagement will seem less pressing). The contextual account assumes that moving entails a big change in one’s political environment.

Methods and Findings:


Lueders uses German household panel data collected between 1984 and 2020, which totals over 500,000 “respondent-year observations.” By comparing how engagement varies over time between movers and stayers, he can home in on the changes in engagement caused by moving itself, accounting for any baseline differences caused by the kinds of people who choose to move or stay. National engagement is measured by self-reported levels of national political interest, whether respondents voted in the last national election, and whether they plan to vote in the upcoming one. Local engagement is measured by self-reported attachments to one’s place of residence, how frequently they participate in local political and citizen initiatives, and their frequency of volunteering in local associations and organizations. 

Lueders’ findings are consistent with the first account, in which local engagement declines due to lower-quality information and weaker social ties. He finds no evidence that Germans’ levels of national engagement change, regardless of the distance of one’s move.


 

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Figure 2. Changes in engagement around moves of varying distances.

 

Figure 2. Changes in engagement around moves of varying distances. This figure explores whether movers’ engagement in national (top panel) and local engagement (bottom panel) changes around moves of varying distance. Each coefficient reflects the estimated change in engagement among movers compared to the baseline (all stayers plus movers six or more years before a move). Vertical bars are 95% confidence intervals. Data from the German Socio-Economic Panel (Goebel et al., 2019).
 



By contrast, the V-shaped patterns in the lower panel show that local engagement changes significantly, declining in the lead-up (around five years) before a move, reaching its lowest point in the year of a move, and then slowly returning to pre-move levels in subsequent years, but without fully recovering. Importantly, engagement declines with distance, as the most local moves (i.e., within the same town or county) leave engagement largely unchanged.
 


 

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Figure 1. Changes in engagement before and after a move.

 

Figure 1. Changes in engagement before and after a move. This figure explores whether movers’ engagement in national (top panel) and local engagement (bottom panel) changes around a move. Each coefficient reflects the extent to which movers depart from the overall trend in engagement in a particular year before or after their move. Vertical bars are 95% confidence intervals. Data from the German Socio-Economic Panel (Goebel et al., 2019).
 



Against the “contextual” account, Lueders finds that the majority of German moves occur over short distances, which makes it unlikely that contexts differ dramatically. And indeed, most of the places to which Germans move are sociopolitically similar (to where they left) in terms of levels of turnout and federal election outcomes.
 


 

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Figure 3. Most moves occur over short distances.

 

Figure 3. Most moves occur over short distances. This figure uses data on all cross-county moves in Germany in 2015 to compute various metrics of the distance of such moves. Left panel: distribution of the distance between origin and destination counties. Center panel: share of all moves from a particular county that go to neighboring counties. Right panel: share of all moves from a particular county that lead movers to other counties in the same state. Own calculations using data from FDZ der Statistischen Amter des Bundes und der Lander (2019). The vertical dashed line indicates the median move (left) or median county (center and right).

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Figure 4. Movers tend to move between politically similar environments.

 

Figure 4. Movers tend to move between politically similar environments. This figure reports the distribution of the change in environments that movers experience upon a move (dark blue). This distribution is contrasted with the distribution of change in environments one would expect when simply considering population totals between county pairs (grey). The vertical lines indicate the medians for the actual (dashed line) and benchmark (dotted line) distributions, respectively.
 



Ultimately, “The local costs of moving” underscores how highly individual life events can undermine the quality of collective governance.

*Brief prepared by Adam Fefer

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CDDRL Research-in-Brief [4-minute read]

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The "Meet Our Researchers" series showcases the incredible scholars at Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL). Through engaging interviews conducted by our undergraduate research assistants, we explore the journeys, passions, and insights of CDDRL’s faculty and researchers.

Professor James Goldgeier is a Research Affiliate at Stanford University’s Center on Democracy, Development and the Rule of Law (CDDRL) and Center for International Security and Cooperation (CISAC). He is also a Professor at the School of International Service at American University, where he served as Dean from 2011 to 2017. His research focuses primarily on U.S.-NATO-Russia relations since the end of the Cold War, examining how key foreign policy decisions were made and how they continue to influence relations between the United States, Europe, and Russia today.

What inspired you to pursue research in your current field? And how did your journey lead you to see your role? 


I got into this field because of my undergraduate thesis advisor, Joseph Nye, who inspired me to become a professor of international relations. When I was in college, I thought I wanted to work on political campaigns, and after graduating, my first job was managing a city council campaign in Boston. We lost by a very small margin, and afterward, I received offers to work on other campaigns. But that experience made me realize I wasn’t sure that was what I wanted to do long-term. 

I started thinking about people whose careers I admired, and Joseph Nye stood out. Before college, I had never traveled outside the United States, but he traveled extensively, wrote books, and clearly enjoyed teaching. That combination of research, writing, and teaching really appealed to me. I went to him and asked what I would need to do to pursue a similar path. He told me I would need to get a PhD. That conversation ultimately shaped my career. I went on to earn a PhD and become a professor, and I’ve always felt deeply indebted to him for helping me see that this was the path I wanted to pursue.

How did you get into the specific area of study that you ended up focusing on?


I went to U.C. Berkeley to do my PhD in international relations, and during my first year, Mikhail Gorbachev became the leader of the Soviet Union. I was taking a class on Soviet foreign policy at the time, and that really drew me in. Since the Cold War was central to U.S. foreign policy, it became clear to me that if I wanted to understand international relations, I needed to understand the Soviet Union.

I started studying Russian, taking history courses, and focusing more closely on Soviet and European security issues. Although the Soviet Union collapsed while I was finishing my dissertation, my broader interest in U.S. foreign policy remained constant. My undergraduate thesis had been on NATO nuclear policy, so over time I returned to NATO and became increasingly interested in its role in shaping the post–Cold War order. By the mid-1990s, that had become a central focus of my research.

Since the Cold War was central to U.S. foreign policy, it became clear to me that if I wanted to understand international relations, I needed to understand the Soviet Union.
James Goldgeier

What’s the most exciting finding from your research, and why does it matter for democracy and development?


In the mid-1990s, I worked in the U.S. government at the State Department and the National Security Council, focusing on Russia and European security. One of the major issues at the time was whether NATO should expand to include countries in Central and Eastern Europe. I later wrote a book on that decision, which was published in 1999.

One of the most important things I found was that NATO enlargement didn’t come from a single formal decision by the president and his cabinet. Instead, it developed gradually, driven by individuals who believed strongly in the policy and worked to move it forward over time. It was a much more incremental and contested process than people often assumed.

What was especially significant was that policymakers saw NATO enlargement as a way to promote democracy and strengthen the rule of law in Central and Eastern Europe. By offering countries the prospect of membership, they hoped to encourage democratic reforms and political stability. I think NATO enlargement had a profound impact on democratic development in the region, and my research helped explain how and why that policy came about.

What have been some of the most challenging aspects of conducting research in this field, and how did you overcome them?


Much of my work sits at the intersection of political science and history, and one of the biggest challenges is studying relatively recent events, where records are often incomplete. When you study earlier historical periods, you have access to archives and official records, but when you study more recent foreign policy decisions, much of that material is still classified.

Because of that, I’ve relied heavily on interviews with policymakers and officials. Interviews are incredibly valuable, but they also have limitations. People remember events differently, and often present events in a light that best reflects their own role or perspective, which is why it’s important to interview multiple people and compare their accounts to develop a more accurate understanding of what happened.

I’ve also used the Freedom of Information Act to obtain declassified documents, although that process can take many years. Some requests I filed for my 1999 book didn’t produce results until I was working on later books in 2003 and even 2008. But over time, those documents helped confirm and strengthen my understanding of how key decisions were made. Doing this kind of research requires patience, but it’s essential if you want to understand how foreign policy actually develops.

Research requires patience, but it’s essential if you want to understand how foreign policy actually develops.
James Goldgeier

How has the field changed since you started, and what gives you hope?


The field has changed quite a bit since I finished my PhD in 1990. One major shift was that after the Cold War ended, there was less emphasis on area studies and regional expertise. When I was trained, people were expected to combine theoretical work with deep knowledge of particular regions, which is now less common. 

What gives me hope is the current generation of students. Many students today are highly capable of integrating knowledge of politics and history with technological expertise. Especially at places like Stanford, students have the opportunity to combine social science knowledge with new technologies. I think that combination will shape the future of the field.

What gaps still exist in your research, and what projects are you currently working on?


I’m currently working on a project with Michael McFaul and Elizabeth Economy on great power competition, focusing on how major powers try to influence the foreign policy orientation of smaller states. It’s an important issue, especially given the current international environment.

I’ve also continued working on NATO enlargement and its long-term consequences. When I published my book on NATO expansion in 1999, I didn’t expect that these issues would still be so central decades later. But NATO enlargement continues to shape relations between Russia, Europe, and the United States, particularly in light of Russia’s war against Ukraine. Hence, understanding how those earlier decisions connect to current events remains a major focus of my work.

What advice would you give to students interested in this field?


Students should focus on topics that genuinely interest them. You can’t predict what will be important five or ten years from now. Choosing a topic solely because you think it will be important in the future isn’t a good strategy if you’re not truly interested in it. Instead, study subjects that motivate you and that you feel compelled to understand. Unexpected events can suddenly make your area of interest highly relevant. Passion and curiosity are essential for meaningful research.

Study subjects that motivate you and that you feel compelled to understand. Unexpected events can suddenly make your area of interest highly relevant. Passion and curiosity are essential for meaningful research.
James Goldgeier

What book would you recommend to students interested in international relations?


I recommend Robert Jervis’s Perception and Misperception in International Politics, published in 1976. Jervis was one of the most brilliant scholars in international relations and had a major influence on the field.

His book explores how leaders interpret and misinterpret the world, and how those perceptions shape international relations. It combines insights from politics, psychology, and history, and helps explain why cooperation between states is often difficult. It’s an excellent starting point for anyone who wants to understand the role of leadership and perception in international politics.

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Goldgeier will serve as ISA President for the 2027–2028 term.
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Exploring U.S. foreign policy and the path to studying how major international decisions are made with Professor James Goldgeier.

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As the U.S.-Israel war with Iran escalates, Arab governments find themselves navigating one of the most difficult and delicate security challenges in decades. At a recent panel hosted by the Program on Arab Reform and Development at Stanford University’s Center on Democracy, Development and the Rule of Law (CDDRL), scholars examined how Arab states are responding to the conflict and what it reveals about the evolving regional order.

The panel brought together Sean Yom, Associate Professor of Political Science at Temple University and Senior Fellow at Democracy in the Arab World Now (DAWN), Lisa Blaydes, Senior Fellow at the Freeman Spogli Institute for International Studies and Professor of Political Science at Stanford University, and Hesham Sallam, Senior Research Scholar and Associate Director for Research at CDDRL and Associate Director of its Program on Arab Reform and Development, who reflected on the geopolitical, economic, and institutional consequences of the war. Their discussion converged on six key takeaways about how the conflict is reshaping the political landscape of the Arab world.

1. The War Reflects a Long Pattern of U.S. Intervention in the Region


From the perspective of many governments in the Arab world, the confrontation with Iran fits into a long-standing pattern of American military intervention in the region.

“This is the fifth decade in a row,” Yom observed, “where the United States at some point has tried to overthrow some sovereign government in the Middle East and North Africa.”

From Libya in the 1980s to Iraq in the 1990s and 2000s and Libya again in the 2010s, the region has repeatedly been drawn into cycles of U.S. military involvement.

The persistence of great-power intervention means that Arab states must constantly navigate the risks of aligning with global power politics.

This is the fifth decade in a row where the United States at some point has tried to overthrow some sovereign government in the Middle East and North Africa.
Sean Yom
Associate Professor of Political Science at Temple University and Senior Fellow at Democracy in the Arab World Now (DAWN)

2. U.S. Security Partnerships Can Make Arab States Targets


Yom highlighted a paradox shaping the strategic environment of Arab states: the closer their security ties with the United States, the more vulnerable they may become in a regional confrontation.

“For the most part,” Yom explained, “the intensity of Iranian counterstrikes and retaliation on Arab states covaries with the degree of their relationship with the United States.”

States hosting American military bases or deeply integrated into U.S. security strategy are more likely to find themselves on the frontlines of Iranian retaliation.

“The more of a client state they are, the more troops they host, the deeper their foreign policies are tied to the demands of American grand strategy — then the more likely they are going to be struck.”

This dynamic creates a fundamental strategic dilemma.

For decades, small and medium-sized states in the region have relied on alliances with Washington to enhance their security. The current conflict illustrates how those same alliances can also increase their exposure to regional escalation.

3. Arab Governments Are Trying to Avoid Being Seen as Participants in the War


Arab governments today face a difficult balancing act: responding to Iranian attacks while avoiding the perception that they are fighting alongside the United States and Israel. Many Arab governments must navigate public opinion that is deeply skeptical of Israel and wary of Western military intervention in the region.

As Sallam put it, these governments are trying to avoid creating “the impression that they are fighting alongside the United States and Israel in this war.”

The result is a diplomatic tightrope: condemning attacks on their territory without being drawn into the broader conflict.

Suddenly, when you have a conflict that disrupts the flow of investments, tourism, and even trading routes in places like the Strait of Hormuz or the Red Sea, this shakes the foundations of these projects.
Hesham Sallam
Senior Research Scholar and Associate Director for Research at CDDRL, Associate Director of the Program on Arab Reform and Development

4. A Regional War Threatens the Gulf’s Economic Transformation Projects


A fourth major takeaway concerns the economic stakes of regional stability.

Blaydes emphasized that wars can have far-reaching political economy consequences. Major conflicts reshape investment patterns, redirect state resources toward security priorities, and increase global perceptions of risk.

When governments must divert resources toward defense spending and crisis management, economic diversification plans can quickly lose momentum.

For Gulf regimes that have tied their political projects to visions of economic modernization, prolonged regional instability therefore represents a serious political challenge.

“Suddenly, when you have a conflict that disrupts the flow of investments, tourism, and even trading routes in places like the Strait of Hormuz or the Red Sea,” Sallam observed, “this shakes the foundations of these projects.”

5. The War Is Occurring Amid Deep Divisions Among Regional Powers


The discussion highlighted that the war with Iran is unfolding against the backdrop of a significant regional rift.

According to Sallam, one emerging divide involves different visions for managing instability in fragile states. Some regional actors — including the UAE and Israel — have tacitly or directly promoted fragmentation of political authority in places like Sudan, Yemen, and Gaza.

Others, including Saudi Arabia, Egypt, and Turkey, have tended to favor more traditional models of centralized authoritarian stability.

These competing strategic preferences have already clashed in multiple regional conflicts, most recently in Sudan and Yemen.

Thus, Iran’s potential neutralization as a regional power player as a result of the war, Sallam noted, will not necessarily result in regional stability. It will simply intensify these rivalries among the remaining powers.

The constant violence is not productive for the promotion of democracy, development, or the rule of law. Having a constant stream of weapons, conflict, violence, post-conflict reconciliation, [and] regional rivalries…undermines all three.
Lisa Blaydes
Senior Fellow at FSI and Professor of Political Science

6. War Strengthens Authoritarian Politics and Weakens the Prospect for Reform and Development


The panel highlighted the negative ramifications of regional conflict for reform and development.

“The constant violence is not productive for the promotion of democracy, development, or the rule of law,” Blaydes noted. “Having a constant stream of weapons, conflict, violence, post-conflict reconciliation, [and] regional rivalries…undermines all three.”

“Anytime a regional conflict breaks out,” Yom argued, “it’s always bad for democratic struggle on the home front.”

The war, according to Sallam, could result in outcomes that would be “catastrophic not only for the people and society of Iran, but also the people and societies of the region at large.”

A full recording of the March 3 panel can be viewed below:

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Smoke rises over buildings on March 3, 2026, in Tehran, Iran.
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Scholars convened by the Center on Democracy, Development and the Rule of Law’s Program on Arab Reform and Development identify six ways the conflict is testing the limits of Arab states' alliances, economic ambitions, and prospects for reform.

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As Americans were waking up on the morning of February 28, 2026, the United States and Israel had already begun wide-spread, coordinated attacks against Iran which struck military, naval, and nuclear infrastructure. Many of the country’s senior leaders were killed, including Ayatollah Ali Khamenei, Iran’s supreme leader, and Mohammad Pakpour, commander-in-chief of the Islamic Revolutionary Guard Corps (IRGC).

As developments in the conflict unfold at a rapid pace, scholars from the Freeman Spogli Institute for International Studies (FSI) shared their analysis of the war through media interviews, essays, and event panels. Here are several of their key insights into what is happening, and what to expect as the war begins to reverberate around the world.
 



A Democratic Iran is Desirable, but Achieving That is Difficult


In President Trump’s initial remarks announcing the military action, he called on the Iranian public to “to seize this moment, to be brave, be bold, be heroic, and take back your country.”

FSI Senior Fellow Michael McFaul supports the impulse for a democratic Iran, both for the improvement it would bring to the civil rights and liberties of Iranians, and for the advancement of U.S. national interests.

“If Iran is a democracy, they’ll become one of our closest allies in the region. We won’t have to worry about nuclear weapons and support for terrorism. That long-term strategic objective should have always been our goal,” he told Katie Couric in an interview.

Getting there, however, is easier said than done. Writing on his Substack, McFaul emphasizes:

“The fall of tyrants must always be celebrated. But the end of dictatorships rarely leads smoothly to the emergence of democracies. They take a lot of work to achieve success, often with protected engagement from international mediators and supporters. U.S. military intervention is rarely an effective instrument for fostering democratic regime change.”

But there are avenues the U.S. could pursue if it is serious about supporting democracy in Iran, stresses McFaul. Sanctions, steering oil profits into escrow funds earmarked for use by a future democratic movement, and raising the profile of Iranian human rights leaders and other significant ex-pats could all go a long way in bolstering a democratic transition, he says.

“Unfortunately, I don’t see a lot of evidence that we’re focused on that right now,” says McFaul.

 

Expect Internal Instability in Iran


Just because Khamenei has been killed does not mean the regime is imminently about to crumble, cautions Francis Fukuyama, the Olivier Nomellini Senior Fellow at FSI.

“Unlike the snatching of Maduro or the attack on the Fordow enrichment facility, this is going to lead to a lot of internal instability. I think this is generally true if you take out the senior leadership,” Fukuyama explains to Yascha Mounk of Persuasion.

“You still have a very well-organized and very well-armed IRGC that has a real interest in the outcome of this because their lives are on the line,” Fukuyama continues. “I think that what you’re going to get is a lot of internal conflict. You could get into conflict within the regime. Different parts of the regime seek to assert dominance over the whole thing and then between the population and the regime. That is going to be extremely difficult to control.”
 


The fall of tyrants must always be celebrated. But the end of dictatorships rarely leads smoothly to the emergence of democracies. They take a lot of work to achieve success.
MIchael McFaul
FSI Senior Fellow


Iran’s Revolution and Economy Are Intertwined


Taking a broad view of Iran’s revolution, Abbas Milani, the Hamid and Christina Moghadam Director of Iranian Studies, says that understanding the country’s future requires understanding its past.

“The 1979 Iranian revolution was no revolution at all. It was a cunning bait-and-switch game cleverly played by Ayatollah Ruhollah Khomeini, who put himself at the head of the movement,” Milani writes in the New York Times.

For decades, this regime, first led by Khomeini and until recently his successor, Khamenei, has successfully kept its population under repressive control through a combination of fear, violence, and brutality, says Milani. But that stronghold has shown cracks, and fear of the regime had begun waning prior to the U.S.-Israel attacks. Coupled with frustrations with a failing economy, skyrocketing inflation, and plummeting currency, Milani sees opportunity for real change within Iran.

“The economy is a clear source of constant threat to the regime, and the new secular women and men of Iran are unwilling to accept anything less than what they were initially promised before being deceived nearly half a century ago. The machinery of the regime may survive today. But the counterrevolution of yesteryear is begetting the revolution of tomorrow.”
 

America’s Firepower Is Superior, but Not Infinite


Speaking at a panel discussion hosted by the Center for International Security and Cooperation (CISAC), FSI Director Colin Kahl, a former under secretary of defense for policy at the U.S. Department of Defense, acknowledged the magnitude and deft execution of the unfolding military operation.

“The U.S. and Israeli militaries are doing things that no militaries in the history of the world have been capable of doing. From a kind of tactical and operational sense, it is extraordinarily impressive,” he said.

But Kahl also warns that an extended military campaign could spell trouble for the United States both in the current conflict and for future readiness.

“Iran has what is basically an inexhaustible supply of short-range, one-way attack drones that only cost about $35,000 apiece. We are shooting them down with $2 million missiles. That is an exchange rate Iran will take any day of the week.”

China and Russia are also watching this conflict and America’s artillery usage, says Kahl:

“We are expending a lot of long range precision munitions and a lot of air interceptors. And a lot of these weapons are exactly the systems you need for a contingency in North Korea, across the Taiwan Strait, or in the Baltics,” he says. “If you're in Moscow and Beijing, you’re counting those, and you know that for the next two or three years, the United States' cupboard is going to be bare and a more confrontational posture will not be viable.”

U.S. Navy members prepare to stage ordnance on the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln in support of Operation Epic Fury.
U.S. Navy members prepare to stage ordnance on the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln in support of Operation Epic Fury. | Getty

U.S.-Israel Interests are Aligned but Not Identical


Unlike in previous conflicts when the U.S. was joined in combat with NATO allies or other partners, the strikes on Iran were conducted in tandem with only one other nation, Israel.

Amichai Magen, the director of the Jan Koum Israel Studies Program, believes some of the impetus for the strikes is to send a message to anti-American and anti-Israel actors.

“If you can take out Maduro or undermine the regime in Iran, you are signaling to Russia and China that America is repositioning and re-establishing deterrence against its peer competitors,” Magen told NBC Bay Area.

Or Rabinowitz, a visiting scholar of Israel studies, also points to Iran’s insistence in recent negotiations on keeping its ability to produce advanced centrifuges as being particularly significant in the decision to execute military action.

But there is the possibility of divergence in the United States and Israel’s overarching goals as well, Rabinowitz says, especially when it comes to questions of nuclear capabilities. 

“Take Qatar as an example,” she told the CISAC panel. “Qatar is an actor that the Trump administration is very at home with, even though they are an anti-Israel actor. Something similar could emerge in Iran that feels malleable enough for the U.S. to work with on the nuclear issue, but they don’t forgo their ideology, their anti-Israel rhetoric, or their support for destabilizing Israeli-Arab normalization. The U.S. may choose to live with that even if Israel isn’t happy about it. That’s where you’ll see divergence.”


China Is Likely to Sit This One Out


When it comes to Iran’s partnerships and allies, experts believe Tehran is unlikely to see much help from Moscow or Beijing. Writing for Foreign Affairs, Michael McFaul and Abbas Milani track how Russia’s focus on Ukraine has diverted its ability to engage with players in the Middle East, citing its meager response to the fall of Bashar al-Assad’s regime in Syria and limited engagement with Iran in the aftermath of the airstrikes in June 2025 targeting nuclear facilities.

Lisa Blaydes, an FSI senior fellow, thinks China—Iran’s major trading partner—will take a similar backseat approach to the current conflict. 

“We think that China might have some leverage over Iran. But it's not clear how much will there is in China to get involved in this,” she explained at an event hosted by the The Program on Arab Reform and Development. “We know one of the only planes to land in Tehran recently was a Chinese plane that was bringing weapons to support the Iranian regime. Will this continue? Is it a one-off? Is it a pattern? I don't think we know yet.”

While a majority of Iran’s oil does end up in Chinese markets, China also has important economic and trade interests in the Gulf, says Blaydes, where all six Gulf Cooperation Council nations have been hit by retaliatory Iranian missile strikes.

“The Gulf is an important part of the Belt and Road Initiative. And there's a lot of money at stake. Disturbances in a place like the Strait of Hormuz would cause major disruptions to global supply chains. So I don't know if the Chinese want to weigh in strongly on either side.”
 


If you can take out Maduro or undermine the regime in Iran, you are signaling to Russia and China that America is repositioning and re-establishing deterrence against its peer competitors.
Amichai Magen
Director of the Jan Koum Israel Studies Program


The Risk of Global Destabilization Is Real


The question on most people’s minds in regards to the war is, “What happens next?” Hesham Sallam, a senior research scholar at the Center on Democracy, Development and the Rule of Law, acknowledges the complexity and gravity of the situation.

“This is a very unpredictable situation. And it is concerning that multiple U.S. officials don’t seem to have a consistent answer about a situation that is so consequential and that puts so many people in harm's way,” says Sallam.

If not handled carefully, Sallam warns that the threat of escalation is very real. Faced with a potentially existential risk, leaders in what remains of the regime may seek broad global destabilization. 

“There’s a logic here for the regime that if you don’t exact more costs and prolong the conflict and make this as inconvenient as possible for everyone, Iran will not be dealt with on equal footing,” he says. “So they may be looking to exact huge costs not just on the U.S. and Israel and countries in the region, but to disrupt global energy markets and the flow of trade as a means of ensuring something like this never happens again.”
 



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Scholars from FSI offer insights into the war between Iran and U.S.-Israel forces, and the risk of the conflict expanding beyond the Middle East.

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Writing for Foreign Affairs, Stephen Kotkin identifies the common vulnerabilities of authoritarian regimes and how they can be used to widen cracks in their control and weaken the power of strongmen.

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What Really Threatens Authoritarians?

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Stephen Kotkin
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THE QUESTION

On 22 February 2026, Mexican security forces neutralized and killed Nemesio Oseguera Cervantes (El Mencho), founder and leader of the Cartel Jalisco Nueva Generación (CJNG). Within hours, more than 370 violent incidents erupted in 25 states: narco-blockades, arson attacks on OXXO stores and Bancos del Bienestar, and direct ambushes of Guardia Nacional units that killed at least 25 officers. Some observers compared the violence to a nationwide civil war insurgency. The data and its analysis tell a more qualified story.

WHAT THE DATA SHOWS

Using two independent georeferenced incident datasets — DataInt (251 records) and Aliado/Alephri (138 records), merged and deduplicated to 370 events — we mapped the timing, geography, and severity of every reported incident and asked whether the pattern looks like a coordinated national campaign or something else entirely.

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What the CJNG Response to El Mencho's Death Reveals About Cartel Organisational Capacity

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DAL Webinar 3.6.26

"Rebuilding Democracy in Venezuela" is a four-part webinar series hosted by CDDRL's Democracy Action Lab that examines Venezuela’s uncertain transition to democracy through the political, economic, security, and justice-related challenges that will ultimately determine its success. Moving beyond abstract calls for change, the series will offer a practical, sequenced analysis of what a democratic opening in Venezuela would realistically require, drawing on comparative experiences from other post-authoritarian transitions.

Venezuela stands at a critical juncture. Following Nicolás Maduro's removal in January 2026, the question facing Venezuelan democratic actors and international partners is no longer whether a transition should occur, but how it could realistically unfold and what risks may undermine it. While the first session focused on the political challenges of transition, this second conversation examines the economic foundations of democratic viability. Sustainable political change in Venezuela will depend critically on the country’s ability to stabilize its economy, restore growth, and generate tangible improvements in living conditions. At the same time, economic recovery itself is deeply conditioned by political uncertainty, institutional fragility, and governance constraints. Understanding this interaction is essential for designing realistic pathways forward.

This webinar seeks to provide a serious, policy-relevant discussion of the economic constraints shaping Venezuela’s future and the conditions under which recovery could become politically sustainable and socially inclusive. Bringing together expertise in energy economics, macroeconomic stabilization, development policy, and political economy, the session aims to inform Venezuelan actors, international partners, scholars, and practitioners with grounded and realistic insights.

SPEAKERS

  • Sary Levy-Carciente, Research Scientist, Adam Smith Center for Economic Freedom at Florida International University
    • Attracting investments and developing the non-oil economy

  • Luisa Palacios, Adjunct Professor of International and Public Affairs at Columbia School of International Affairs

    • Energy policy and finance 

  • Francisco J. Monaldi, Fellow in Latin American Energy Policy, Baker Institute and Director, Latin America Energy Program at Rice University
    • Oil and gas sector: requirements for a sustainable increase in production capacity
  • Moderator: Héctor Fuentes, Visiting Scholar at the Center on Democracy, Development and the Rule of Law at Stanford University
Héctor Fuentes
Héctor Fuentes

Online via Zoom. Registration required.

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Join us for the second event in a 4-part webinar series hosted by the Democracy Action Lab — "Rebuilding Democracy in Venezuela" Friday, March 6, 12:00 - 1:15 pm PT. Click to register for Zoom.

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Addressing the Bechtel Conference Center, leaders rejected the prospect of territorial concessions, saying that Ukrainians “will not give up” on their country.

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Nora Sulots
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As Ukraine marks four years since Russia’s full-scale invasion, and more than a decade of war that began in 2014, the country is experiencing profound strain — millions are displaced, missile and drone strikes threaten energy infrastructure and cause frequent power outages, and there is a large-scale humanitarian crisis. As the country focuses on survival, defense, and endurance, an equal focus lies on laying the groundwork for long-term democratic recovery and postwar reconstruction.

Many of these efforts are being led by alumni of the Strengthening Ukrainian Democracy and Development Program (SU-DD) at Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL). Launched in 2022 following Russia’s attack on Ukraine on February 24, the program brings mid-career Ukrainian practitioners to Stanford to develop implementation plans for projects focused on governance, recovery, and local capacity building. Participants engage with CDDRL faculty, global peers in the center’s Fisher Family Summer Fellows Program, and Bay Area tech and business experts, politicians, and government officials while refining strategies designed for real-world application under wartime conditions. The SU-DD program builds on the strong foundation of the Ukrainian Emerging Leaders Program (UELP), which was housed at CDDRL from 2017 to 2021. Between the two, the center has hosted 25 Ukrainian fellows across 7 cohorts.

After four years of war, SU-DD alumni say their work has taken on added urgency. Their projects now operate not as future-oriented plans but as active components of Ukraine’s wartime governance and recovery strategy.
 

From the Farm to the Front Lines

For Oleksii Movchan, a member of the Verkhovna Rada (Ukraine’s Parliament) and deputy chair of the parliamentary committee on economic development, his focus is on expanding financing tools for reconstruction. As part of a project he began during his 2025 SU-DD fellowship, he is drafting legislation to reform municipal bond regulations, aimed at increasing the participation of local governments in securities and debt markets and attracting additional resources for rebuilding Ukraine. To accomplish this work, he has relied on the Problem-Solving Framework he learned at Stanford, and shares that his experience in the SU-DD program made him more confident in his values and encouraged him to “stand on [his] principles and values of integrity, openness, and respect to human rights and democracy.” By strengthening municipal access to capital, his work seeks to support infrastructure recovery while reinforcing transparent financial governance.

Oleksii Movchan
Oleksii Movchan while on campus in the summer of 2025. | Rod Searcey

Maria Golub, a senior political and policy advisor working on EU and NATO integration, is developing a national Coalition for Recovery — an inclusive, cross-sectoral platform designed to unify Ukraine’s defense, reconstruction, and reform agendas. With Ukraine balancing the demands of war and reconstruction, Golub’s 2025 SU-DD project aims to ensure that recovery planning connects security, governance, and innovation rather than treating them as separate tracks. Currently in a pilot, her proposals have already informed the government's 2026 recovery and resilience planning process.

Maria Golub
Maria Golub accepts her certificate of completion from Kathryn Stoner and Erik Jensen during the 2025 Fisher Family Summer Fellows Program, which SU-DD fellows participate in concurrently. | Rod Searcey

At the regional level, Mykhailo Pavliuk, vice-chairman of the Chernivtsi Oblast (state) legislature in Ukraine, is actively implementing reforms to advance self-government and deepen Ukraine’s decentralization process. His work, initiated during his time at Stanford in 2023, focuses on strengthening “consolidated, self-sufficient communities” by developing political, financial, infrastructure, and social strategies that can be carried out locally, including cross-border regional initiatives in Chernivtsi. He said the most important element is “supporting the potential of people at the local level through the activities of advisory bodies, consultations, and modeling of joint decisions,” bringing citizens closer to decision-making on community affairs. Pavliuk emphasized that decentralization has been critical to Ukraine’s resilience since 2022, while noting that “there would certainly be a greater outcome in peacetime,” without the constraints imposed by war.

Mykhailo Pavliuk
Mykhailo Pavliuk delivers a "TED"-style talk while on campus in 2023. | Nora Sulots

In the media sector, Alyona Nevmerzhytska, CEO of the independent outlet hromadske, is actively implementing her 2025 SU-DD project to strengthen the organization’s long-term sustainability and resilience. Her work, she says, “addresses two interconnected challenges: financial vulnerability and the rapid emergence of AI in the media landscape.” By developing diversified revenue strategies and integrating responsible AI tools into newsroom workflows, she aims to “improve efficiency, counter disinformation, and expand audience reach.” Despite ongoing security risks, she shares that the newsroom has maintained consistent production, adapted its operations, and prioritized staff safety, demonstrating what she described as “strong institutional resilience.” During her time on campus, Nevmerzhytska met with Stanford journalism and technology experts, whose guidance enhanced her strategic thinking around AI integration and digital modernization, “providing practical insights and [the] confidence to adopt responsible AI tools for efficiency and multilingual production.” She reports that hromadske continues to serve as a platform for accountability and public debate, reinforcing its role within Ukraine’s civil society.

Alyona Nevmerzhytska
Alyona Nevmerzhytska participates in a discussion during the 2025 Fisher Family Summer Fellows Program. | Rod Searcey

Iaroslav Liubchenko, currently CEO of Ukraine’s national electronic public procurement system Prozorro, focused his 2023 Stanford project on strengthening transparency, efficiency, and institutional integrity in Ukraine’s defense procurement architecture. Today, that vision has become central to his leadership agenda. Prozorro is advancing three core priorities: deepening European integration through the approximation of EU public procurement directives into national legislation — in cooperation with Member of Parliament Oleksii Movchan — and sharing Prozorro’s digital governance model with EU partners; scaling up defense procurement within the system, including drones, unmanned and robotic systems, electronic warfare capabilities, non-lethal equipment for military infrastructure, and strengthened cooperation with the Defence Procurement Agency; and developing the broader Prozorro ecosystem through new coalitions and markets, advanced digital instruments, and AI integration. Prozorro seeks to ensure that Ukraine’s defense and rebuilding efforts are supported by transparent, technology-driven, and institutionally resilient procurement systems — not only fully aligned with EU standards, but capable of serving as a model for public procurement reform across Europe.

Iaroslav Liubchenko
Iaroslav Liubchenko participates in a discussion during the 2024 Fisher Family Summer Fellows Program. | Rod Searcey

Ukraine’s Path Forward


Together, the fellows describe a future shaped not only by physical rebuilding but by the strength of Ukraine’s institutions and civic life. When asked about the country’s priorities for the next several years, their responses aligned in three areas: securing victory and sustaining defense capacity, advancing EU integration, and rebuilding critical infrastructure. Each emphasized that reconstruction must be paired with governance reforms to ensure public trust and long-term resilience.

Amid the political, economic, and human toll of war, our fellows agreed that the “unbreakable spirit and will of Ukrainians” gives them hope. “I am inspired by the endurance of Ukrainian society,” said Nevmerzhytska. “Despite exhaustion and loss, people continue to volunteer, innovate, and support each other. That civic resilience gives me confidence that Ukraine’s democratic spirit remains strong.”

As we look to the beginning of the fifth year of Russia’s war, Ukraine’s future is still uncertain. But the projects these leaders developed during their time at Stanford have carried into their work in parliament, regional government, civil society, media, and the defense sector. What began as ideas for reform are now being tested and adapted under wartime conditions, as they work to keep institutions functioning and prepare for the country’s long-term recovery.

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From parliament to regional government to independent media, alumni of the Center on Democracy, Development and the Rule of Law’s Strengthening Ukrainian Democracy and Development Program are implementing reform initiatives under wartime conditions.

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In Brief
  • Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL) launched a fellowship in 2022 to support Ukrainian leaders in designing governance and recovery reforms.
  • Alumni of the Strengthening Ukrainian Democracy and Development Program (SU-DD) now implement those plans across parliament, regional government, media, and defense procurement.
  • Stanford-developed reform strategies now support Ukraine’s institutional resilience and transparent recovery during wartime.
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