The Red Line
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Three experts, one Story. Each fortnight we host a panel of international experts diving into the biggest geopolitical stories shaping the news both here and overseas.
Hosted by Michael Hilliard
Hosted by Michael Hilliard
137 Episodes
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2Timor-Leste stands at a crossroads, grappling with the legacies of Indonesian occupation, economic dependence on dwindling oil reserves, and the encroaching geopolitical pressures shaping its future. Once heralded as a success story of post-colonial independence, the country now faces mounting economic challenges, political stagnation, and an uncertain path toward ASEAN integration. Can Timor-Leste successfully diversify its economy before its oil wealth runs dry? Will its growing ties with China raise alarm bells in Canberra and Jakarta? And how do its historical struggles inform its current trajectory? We ask our panel of experts:
On the panel this week:
- Michael Leach (Swinburne University)
- Parker Novak (Atlantic Council)
- Josh Kurlantzick (The Council on Foreign Relations)
Intro - 00:00
PART I - 04:24
PART II - 27:03
PART III - 56:12
Outro - 1:08:38
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Through one of our contacts in Russia, we have managed to acquire a packet of Russian Ministry of Defence documents smuggled out of Moscow. The packet pertains to a new weapons system that is about to be deployed to the battlefield, one that will catapult Russia forward in its artillery capabilities. To understand what this system is capable of and how much of a game-changer it is likely to be for the Russian forces, we brought on two key experts to dissect the documents and blueprints.
On the panel this week:
- Mark Galeotti (RUSI)
- Eric Gomez (Missile and Nuclear Weapons Expert)
Released April 1st, 2025.
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The last few months have seen major shifts in the balance of power in the far north, with the US making threats toward Greenland, Russia exerting pressure on Svalbard, and Arctic shipping routes, once seen as a counterweight to the Suez Canal, are now increasingly having their viability called into question. So as Greenland heads to the polls, the territory finds itself voting on far more than just a new legislature; instead deciding on the makeup of a future arctic flashpoint that could see NATO facing pressures from both the east and the west.
This week, we sit down with our expert panel to analyse how we arrived at this position, the economic factors most people overlook when discussing the Arctic, and how likely these geopolitical tensions are to escalate into conflict.
On the panel this week:
- Jennifer Spence (Harvard Belfer Center)
- Nicolas Jouan (RAND Europe)
- Sigbjørn Halsne (Norwegian Armed Forces)
Intro - 00:00
PART I - 03:06
PART II - 28:54
PART III - 49:15
Outro - 1:19:54
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Many of the U.S. Navy’s shipbuilding programs are currently running over budget and behind schedule, raising serious concerns about the Navy's future operational strength and the broader capacity of U.S. industry to scale production in the event of a larger conflict. This situation is particularly troubling, given that the United States once held a dominant position in global shipbuilding. So how did the U.S. reach this position, and who is to blame? Is it the Navy, the shipbuilders, private capital, the Pentagon, or even Congress? To unpack these pressing questions, we bring in our panel of experts to analyse the root causes of this decline and explore what can be done to restore the United States’ shipbuilding capabilities.
On the panel this week:
- John Konrad (GCaptain)
- Emma Salisbury (War on the Rocks)
- Matthew Funaiole (CSIS)
- Thomas Shugart (CNAS)
Intro - 00:00
PART I - 04:04
PART II - 33:53
PART III - 1:02:57
PART IV - 1:22:12
Outro - 1:45:42
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As part of our wider project examining the armed forces of Central Asia, the research team sat down with experts from government, military, and academia. We brought together all of our findings and research and wargamed some of the region's most likely and plausible scenarios, not because we think war between these states is imminent, but because it is a useful way to gain better insights into how these militaries function and the challenges they would face. The format highlighted several key issues, including drivers such as the impact of lacking sufficient field trucks, unequal aerial capabilities, or the geography of the country forcing invading forces into a single narrow pocket, each of which severely limits the options available to any invading force.
Across all of our wargames, we selected three of the most interesting scenarios to examine here on The Red Line, exploring three key regional conflicts, the most likely triggers for those conflicts, and how prepared each of these states are for war against a peer rival. To guide us through the findings and their implications for defence dynamics in Central Asia, we are joined by this week's special guest for part two of our mini-series, The Armed Forces of Central Asia.
On the panel this week:
Derek Bisaccio (Forecast International)
Intro - 00:00
PART I - 03:57
PART II - 1:02:23
PART III - 1:45:30
Outro - 2:10:09
Read the Tajikistan Chapter of the Report here: https://oxussociety.org/projects/the-armed-forces-of-central-asia/
Check out the mapping project here: https://oxussociety.org/viz/military-units/
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The evolving relationship between Armenia and Russia has seen dramatic shifts in recent years, particularly in the wake of Armenia's devastating defeat in the 2020 Nagorno-Karabakh war. Once heavily reliant on Russian military support, Armenia now finds itself questioning the reliability of this partnership. As Russia grapples with its own military commitments in Ukraine and its shrinking influence in the South Caucasus, Armenia has begun to explore alternative alliances, deepening ties with countries like France and India. But with Russian troops still stationed in Armenia and economic dependencies persisting, can Armenia truly pivot away from Moscow's orbit? We ask our panel of experts about the complexities of Armenia's balancing act between historical alliances and new geopolitical realities.
On the panel this week:
- Oleysa Vartanyan (Caucasus Analyst)
- Laurence Broers (Chatham House)
- Thomas De Waal (Carnegie Europe)
Intro - 00:00
PART I - 05:24
PART II - 27:36
PART III - 58:08
Outro - 1:21:38
Read the Armed Forces of Central Asia Report: https://oxussociety.org/projects/the-armed-forces-of-central-asia/
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Conscription is a complex and multifaceted issue, influencing not only a nation's defence capabilities but also its economy and political landscape. With countries as diverse as Denmark, to the DRC, from Taiwan to Tajikistan, and even Austria to Armenia, having all adopted conscription. However, as different as each of these nations are, each of them is now facing unique challenges, constraints, impacts and benefits from the practice. So what are the true economic advantages and drawbacks of conscription, should countries like the US, the UK and Germany be looking at its reimplementation, and can it serve as an effective deterrent in modern conflicts? We ask our panel of experts:
On the panel this week:
- Paul O'Neill (RUSI)
- Pvt. Gona (Conscript in the Finnish Army)
- Eric Crampton (New Zealand Initiative)
Intro - 00:00
PART 1 - 05:51
PART 2 - 28:47
PART 3 - 43:13
Outro - 56:39
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Chinese private security companies (PSCs) are beginning to expand their influence in the global security market, with thousands of these companies now operating in over 40 countries. Despite legal restrictions preventing them from being armed, these firms are increasingly finding ways to circumvent such regulations. This raises critical questions: Will China leverage these companies to bypass international rules, engage in grey-zone combat, or establish footholds for future military bases abroad? We delve into these issues with our expert panel.
On the panel this week:
- Carl Peterson (Militant Wire)
- Nick Thompson (Anduril)
- Alessandro Arduino (King’s College London)
Intro - 00:00
PART 1 - 04:38
PART 2 - 30:11
PART 3 - 45:35
Outro - 59:02
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Venezuela has been thrust into chaos following the recent election, leaving President Maduro, the opposition, and the military cornered. Years of escalating tensions with Guyana over the Essequibo region have reached a critical point, risking both the strength of the Venezuelan military and the possibility of a broader regional conflict. This episode examines the buildup to potential war, how the election has intensified these events, and whether the Venezuelan military can fulfil Maduro's promise of forcefully annexing Guyana? We ask our panel of experts.
On the panel this week:
- Kejal Vyas (Wall Street Journal)
- Gisela Salim-Peyer (The Atlantic)
- Evan Ellis (US Army War College)
Intro - 00:00
PART 1 - 06:08
PART 2 - 30:44
PART 3 - 45:37
Outro - 1:14:47
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As the dust settles on what has turned out to be South Africa's most crucial election since 1994, the nation finds itself standing on a knife's edge. Persistent issues have continued to escalate, leaving the country more politically divided than ever before. Now, with an unexpected and unlikely political alliance at the helm, South Africa faces a deep period of uncertainty. Given the current economic trends, the country has only a narrow window of five years to reverse its trajectory. With the clock ticking, can this coalition implement the necessary changes to steer South Africa back towards stability and prosperity, or will the erosion continue, paving the way for more extreme parties and policies? Will this new alliance rekindle a national renaissance and begin a new chapter for South Africa? We ask our panel of experts.
On the panel this week:
- Sisonke Msimang (Writer and Activist)
- Martin Plaut (Institute of Commonwealth Studies)
- Carien Du Plessis (The Africa Report)
Intro - 00:00
PART 1 - 02:59
PART 2 - 33:15
PART 3 - 58:52
Outro - 1:19:44
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As the world pivots towards a green energy future, the dominance of rare earth elements has never been more crucial. Yet, while the West has been preoccupied with other geopolitical challenges, China has quietly taken control of this vital industry. This episode delves into the strategic manoeuvres that allowed China to secure a near-monopoly on rare earth production and the consequential vulnerabilities faced by Western economies. By focusing on technological advancements and resource acquisition, China has positioned itself as the gatekeeper of essential materials for modern technology and renewable energy. Has the West, with its divided attention, failed to anticipate this shift and what are the strategic missteps that led to this imbalance? We ask our panel of experts:
On the panel this week:
- Fabian Villalobos (RAND)
- Theresa Sabonis-Helf (Georgetown Uni)
- Ariel Cohen (Atlantic Council)
Intro - 00:00
PART 1 - 02:42
PART 2 - 27:58
PART 3 - 47:28
Outro - 1:00:15
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In the inaugural episode of our new mini-series, we dive deep into the military landscape of Central Asia, starting with a spotlight on Tajikistan. This first episode uncovers the region's convoluted command structures and the unique challenges faced by the national armed forces operating here. Why does the Tajik army operate the way it does? What hidden factors influence their command, doctrines, and equipment? Our expert panel will unravel these complexities, providing captivating insights into the evolving dynamics of Tajikistan's military and its increasingly pivotal role in Central Asian politics. Don't miss this deep dive into the heart of Central Asian defence strategies.
On the panel this week:
- Bruce Pannier (Central Asia Journalist)
- Derek Bisaccio (Forecast International)
- Katie Putz (The Diplomat)
- Steve Swerdlow (USC)
- Edward Lemon (The Oxus Society)
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As economic sanctions continue to tighten their grip on Russia, the nation is forced to seek assistance from whoever it can, turning to China not out of mutual interest but as a necessity. Yet, this support comes at a steep price, heightening concerns in Moscow that it's inadvertently solidifying a new, skewed power dynamic. As China capitalizes on Russia's vulnerabilities, one has to wonder if this is merely business or if there's a deeper play to settle historical grievances. Can Russia untangle itself from this precarious alliance? What are the obstacles in broadening their so-called "no-limits" friendship, and what implications will these have on future Sino-Russian energy deals? We ask our panel of experts:
On the panel this week:
- Keir Giles (Chatham House)
- Gavin Wilde (CEIP)
- Temur Umarov (CEIP)
Intro - 00:00
PART 1 - 04:07
PART 2 - 23:47
PART 3 - 38:47
Outro - 58:10
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As President Prabowo Subianto prepares to enter the presidency, the Indonesian military stands at a crucial juncture, navigating both traditional and emerging defence challenges. With Prabowo's extensive military background and his previous five years at the helm of the armed forces, this term is particularly poised to potentially reshape strategies around procurement, international agreements, and even the core tenets of the Indonesian military itself. This week, we delve into the evolving dynamics within the Indonesian military as it grapples with modernisation and regional security pressures, and examine the potential shifts and tough decisions likely to fall onto his desk during the next five years. So why is this term likely the most important for the military? What do Prabowo's purchases and policy shifts tell us about his future policies, and will Indonesia finally take its place as a significant military power within Southeast Asia? We ask our panel of experts:
On the panel this week:
- John Blaxland (ANU)
- Natalie Sambhi (Verve Research)
- Collin Koh (RSIS)
Intro - 00:00
PART 1 - 02:03
PART 2 - 18:47
PART 3 - 44:05
Outro - 1:03:10
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Tensions are on the rise between San Marino and Italy, revealing a potential crisis on the Italian Peninsula that many analysts are missing. This situation, seemingly minor, hints at deep-seated unrest that could destabilize the region. We delve into the nuances of this brewing conflict, urging a reevaluation of its possible impact on European stability. Through expert insights, we aim to uncover the undercurrents of this overlooked crisis, highlighting the urgency of recognizing and preparing for the ramifications of this unfolding discord.
On the panel this week:
- James Ker-Lindsay (LSE)
Intro - 00:00
PART 1 - 01:30
Outro - 14:37
RELEASED: APRIL 1st 2024.
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Delving into the shadowy realm of the small arms trade, we unravel a web of clandestine dealings and backroom deals that span the entire globe, arming insurgents, equipping terrorists, and bolstering criminal networks, thus creating some of the world's most volatile regions. As these weapons cross borders, both through legal and illegal means, their paths become increasingly complicated, yet the underlying fundamentals beneath the trade remain stubbornly rigid. In this deep dive, we seek to unpack the trends that drive the industry, identify which markets are currently hotbeds of small arms sales, and explore the nuanced dynamics that completely change the procurement patterns of cartels or regional insurgency groups. We unpack a hypothetical scenario of a theoretical insurgency group to demonstrate the unexpected challenges faced by these groups, with a panel of industry experts:
On the panel this week:
- Nicholas Marsh (PRIO)
- Franz J. Marty (Swiss Institute for Global Affairs)
- Mark Bromley (SIPRI)
Intro - 00:00
PART 1 - 02:25
PART 2 - 24:47
PART 3 - 44:32
Outro - 1:00:34
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As Haiti grapples with an unprecedented crisis, the spectre of state collapse under the weight of rampant gang violence has cast a long shadow over its future. The Caribbean nation, once a beacon of freedom and resistance, now finds itself mired in a power struggle that pits armed gangs against each other in a bid for dominance of the nation, leaving civilians caught in the crossfire. Amid this chaos, the international community watches with bated breath as plans for an intervention loom on the horizon, sparking debates on sovereignty, the efficacy of foreign assistance, and the potential for lasting peace. Yet, the success of such an intervention hinges on a myriad of factors, including the willingness of local actors to cooperate and the ability of external forces to navigate the complex socio-political terrain of Haiti. With the stakes higher than ever, the question remains: Can the proposed intervention quell the violence and restore stability to this beleaguered nation, or will the chaos simply continue? To answer that, we turn to our panel of experts:
On the panel this week:
- Marlene L. Daut (Yale Uni.)
- Jess DiPierro Obert (Investigative Journalist)
- Evan Ellis (US Army War College)
- Chris Sabatini (Chatham House)
Intro - 00:00
PART 1 - 02:47
PART 2 - 20:37
PART 3 - 35:52
PART 4 - 52:17
Outro - 1:10:56
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As the world stands on the brink of a new era in nuclear warfare, attention now shifts to the United States' ambitious modernisation programs and the burgeoning arms race in nuclear weapons development. This surge in advancement raises pivotal questions about the future of global security, the balance of power, and the implications of cutting-edge atomic technologies. Yet, these moves also ignites an international arms race, with nations scrambling to not only match but surpass each other's nuclear capabilities. Amid this whirlwind of technological escalation and strategic repositioning, the essential question arises: How will the United States navigate this new nuclear landscape, balance the thin line between deterrence and aggression, and what implications will this arms race have for global peace? To dissect these complex issues, we ask our panel of experts.
On the panel this week:
- Andrew Futter (Uni of Leicester)
- William Alberque (IISS)
- Donald N. Jensen (USIP)
Intro - 00:00
PART 1 - 05:30
PART 2 - 26:59
PART 3 - 49:35
Outro - 1:01:37
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Europe is banking on Poland to valiantly secure its Eastern frontier, recognising its pivotal role along the CSTO's Western border and Poland's steadfast backing of Ukraine. However, a deeper examination reveals tensions between Warsaw and Brussels over everything from legal standards to concerns about recent large-scale procurements, raising questions about Poland's integration within the EU framework. With Poland's economic position and its role in European defence under the microscope, a critical question emerges: Can Poland effectively balance its commitment to regional security with its EU obligations, and what impact will its disputes with the EU have on its political future within the bloc? To answer that, we turn to our panel of experts:
On the panel this week:
- Mujtaba Rahman (Eurasia Group)
- Michał Baranowski (GMF)
- Edward Hunter Christie (FIIA)
Intro - 00:00
PART 1 - 05:20
PART 2 - 22:07
PART 3 - 37:06
Outro - 1:04:23
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Businesses considering the great decoupling from China face the dilemma of finding a new manufacturing hub, with India emerging as a popular choice due to its large workforce, affordable labour, and investor-friendly leadership. However, a closer examination reveals complexities in India's economy, raising questions about its readiness to replace China as the world's factory and its ability to navigate challenges still hampering India's growth. Can India replace China in the global supply chain, we ask our panel of experts. On the panel this week: - Velina Tchakarova (FACE) - Ashoka Mody (Princeton) - Arjun Ramani (The Economist) - Michael Kugelman (Wilson Center) Intro - 00:00 PART 1 - 02:39 PART 2 - 10:31 PART 3 - 38:44 PART 4 - 1:00:55 Outro - 1:17:40 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Russia's naval forces, structured around six distinct fleets, are navigating turbulent waters in the current geopolitical climate. While all six of these fleets have seen modest improvements, especially in their submarine capabilities, the conflict in Ukraine is now stretching resources thin, with senior figures from within the Navy warning that the Army's problem today, is going to be the Navy's problem tomorrow. This looming situation poses critical questions, like how will Russia's navy will adapt to these emerging challenges, and what programs are likely to face the chopping block when times get tough? So to help us answer those questions, we turn to our panel of experts:
On the panel this week: - Nick Childs (IISS) - Mark Galeotti (RUSI) - H. I. Sutton (Covert Shores) Intro - 00:00 PART 1 - 04:44 PART 2 - 27:40 PART 3 - 50:16 Outro - 1:10:33 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Sudan is entangled in a rapidly escalating civil war, marked by widespread protests, violent clashes, and an alarming surge in refugees fleeing the turmoil. Amidst this chaos, the Rapid Support Forces (RSF) swift advances are now intensifying fears of a potential state collapse, one that would likely plunge the region into chaos. With a fragmented government and military embroiled in enforcing their contentious autocratic rule, Sudan's path to peace appears increasingly precarious. So why are more and more outside actors getting involved here? What happens if the state does collapse, and who is supplying these forces with the means to wage this war? We ask our panel of experts. On the panel this week: - Will Brown (CSIS) - Joe Siegle (ACSS) - Will Carter (Norwegian Refugee Council) Intro - 00:00 PART 1 - 07:03 PART 2 - 29:20 PART 3 - 49:16 Outro - 1:02:37 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Argentina's incoming president, Milei, was queried about reclaiming the Falkland Islands for Argentina, following the path of his predecessors by vowing to seek their reclamation. These claims, coupled with intense media scrutiny, have fueled increasing speculation about a potential second invasion of the Falkland Islands. But are these speculations well-founded, or merely ongoing rhetoric? Will these threats intensify into a more significant conflict between Argentina and the UK, and if so, how might such a conflict unfold? We present these questions to our panel of experts: On the panel this week: - Tim Fish (Shepherd Land Systems) - Wilder Alejandro Sanchez (Second Floor Strategies) - Kevin Fleming (Kings College London) Intro - 00:00 PART 1 - 03:00 PART 2 - 22:32 PART 3 - 33:15 Outro - 45:09 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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As unrest simmers throughout the Middle East, echoes of the initial Arab Spring resonate amid similar economic triggers, fueling speculation about a potential second wave. Many are beginning to ask: Is a second Arab Spring on the horizon? Where is the spark likely to come from, and have the governments in the region fortified their strategies to quell such popular uprisings? We put these questions and more to our panel of experts: On the panel this week: - David Schenker (Washington Inst) - Michael Sexton (Third Way National Security) - Rich Outzen (Atlantic Council) Intro - 00:00 PART 1 - 03:07 PART 2 - 22:00 PART 3 - 42:22 Outro - 1:01:55 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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The unsettling trend of Extrajudicial Killings is on the rise. A method once used mainly by the US and Russia is now being increasingly adopted by many more countries, mostly targeting defectors and opposition living abroad. With these methods ostensibly looking like a path for governments to end their most vocal opposition without consequences, the appeal is certainly clear. However, some worry that the normalization of these incidents may lead to a future where killings of controversial figures become more and more frequent on a global scale? We put this to our panel of experts. On the panel this week: - Sean McFate (Georgetown) - Andrei Soldatov (CEPA) - Greg Miller (Washington Post) Intro - 00:00 PART 1 - 06:38 PART 2 - 28:22 PART 3 - 52:02 Outro - 1:02:18 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Hong Kong, is witnessing an unprecedented erosion of its "One Country, Two Systems" framework, as China tightens its grip on the region. The once clear demarcation of autonomy is now blurred, with pro-democracy aspirations clashing against Beijing's relentless advance. Beijing economically needs Hong Kong to remain open to the West, but politically worries about its effect on the mainland. So this week we sit down with our panel of distinguished experts, to unravel the complexities of this delicate situation, explore the implications of China’s moves here in Hong Kong and shed light on the intricate web of illicit financial flows and covert operations in play. On the panel this week: - John Fowler (International Intrigue) - John Coyne (ASPI) - Dan Harris (Harris Sliwoski) Intro - 00:00 PART 1 - 04:37 PART 2 - 21:43 PART 3 - 37:20 Outro - 57:14 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Moldova, flanked by the complex dynamics of Eastern Europe, currently stands at a critical juncture in its geopolitical fate, as the simmering conflict in Transnistria, exasperated by the recent upheavals in Ukraine, has crafted a unique tableau of challenges and opportunities for both sides. Moldova's conventional forces and Transnistria's Russian-backed units each face unique pressures and advantages in this evolving context and both Moldova and Transnistria are being nudged into recalibrating their strategies or risk being swept into the storm of wider regional strife. Will Moldova's military reforms lend them a crucial edge, will the Transnistria conflict ignite into a full-blown confrontation, and how does the broadening Eastern European turmoil shape this potential flashpoint? To answer that we turn to our panel of experts: On the panel this week: - James Ker-Lindsay (Uni of Kent) - Dan Darling (Forecast International) - Stephen Blank (FPRI) Intro - 00:00 PART 1 - 04:07 PART 2 - 23:06 PART 3 - 49:09 Outro - 58:55 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Iran, ensnared by its mountainous borders, now faces multifaceted threats from all directions and their strategic position is becoming increasingly perilous along every axis. Neighbours like Azerbaijan and Pakistan now pose mounting challenges to national stability, while inaction also risks problems fermenting elsewhere. As Iran's now overstretched military copes with multiple engagements across the region already, the Iranian military, defence industry and IRCG are being warned that they must undergo structural reforms or be crushed from all sides. But will the Iranian military embrace the reforms, will recent tensions in the Caucasus draw Iran into the conflict, and would a deepening relationship with Russia or China salvage Iran's hard-fought strategic gains? We ask our panel of experts On the panel this week: Intro - 00:00 PART 1 - 02:45 PART 2 - 28:46 PART 3 - 50:56 Outro - 67:23 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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Once the murder capital of the world, El Salvador finds itself grappling with both gang violence and geopolitical shifts. Between 2013 and 2016, murder rates soared due to gang wars and systemic extortion. President Nayib Bukele, emerging from this tumult, removes the safety catches from the government and actually tackles the issue. However, all of this is coming at a long-term cost. How does Bukele's regional vision mesh with the complexities of Central American geopolitics, and does this new path set Bukele on a collision course with the US? Join us as we dissect El Salvador's evolving position on the world stage. On the panel this week are: - Robert Guest (The Economist) - Nik McNally (The Red Line) - Margaret Myers (Inter-American Dialogue) Intro - 00:00 PART 1 - 02:04 PART 2 - 24:29 PART 3 - 42:59 Outro - 54:44 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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The potential conflict between India and Pakistan stands at a precipice of alarming complexity, as the two nuclear-armed neighbours navigate a tangled web of historical tensions, territorial disputes, and geopolitical ambitions, and with India's rapidly evolving military capabilities and strategic partnerships, the landscape of South Asian defence dynamics is shifting. The theoretical pitfalls of a confrontation between these nations would have far-reaching implications, not just for the subcontinent, but for the global order. From cyber warfare to conventional battles, what would a war between India and Pakistan entail? We ask our panel of experts to unpack the scenarios, strategies, and stakes posed by this conflict: On the panel this week: - Chris Clary (Uni of Albany) - Arzan Tarapore (CISC) - Christine Fair (Georgetown) Intro - 00:00 PART 1 - 03:01 PART 2 - 30:40 PART 3 - 53:51 Outro - 1:13:51 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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The economic feasibility of Nuclear Power is under an unprecedented microscope, with evolving energy solutions and changing market dynamics, the mathematical foundation that once supported the nuclear industry's robustness is now slipping. While traditional energy giants like the US, France, and Russia grapple with the shifting sands of economic viability, emergent green energy leaders are questioning the place of nuclear power in tomorrow's energy mosaic. Is nuclear energy a mere bridging solution in our transition to a carbon-neutral future, or is it an unsustainable relic of the past? We ask our panel of experts: On the panel this week: - Paul Dorfman (SPRU) - David Schlissel (IEEFA) - James Acton (CEIP) Intro: 00:00 PART 1: 05:32 PART 2: 22:30 PART 3: 33:56 Outro: 52:50 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus Support the show at: https://www.patreon.com/theredlinepod For more info, please visit: https://www.theredlinepodcast.com/
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UUVs or Unmanned Underwater Vehicles, are set to make the same kind of impact that UAVs previously made on the modern battlefield. With their vast operational capacities and affordable price tags, we are not only seeing major players like the US, Russia, and China engaged in a dire dash for future ocean supremacy, but also several smaller players who previously were locked out of the subsurface battlespace due to the high costs of conventional submarines. Will these new weapons serve merely as long-range recon vehicles for the major powers, or will UUVs be at the forefront of seabed warfare and underwater infrastructure sabotage? We ask our panel of experts.
On the panel this week:
H. I. Sutton (Covert Shores)
Samuel Bendett (CNA)
Bruce Jones (Brookings Inst.)
Intro - 00:00 PART 1 - 04:06 PART 2 - 31:13 PART 3 - 47:51 Outro - 64:42
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The Red Line has reached our 100th episode, and it has been an amazing journey putting all of these episodes together. But how accurate have our predictions been? We have been engaged in analysis and reporting for nearly 5 years now. So, we sat down and meticulously went through 2,000 pages of transcripts, episode by episode, to assess how many of our predictions on the show have come true and how many were incorrect.
This week's episode features no guests, but rather includes clips from across all 100 episodes of the program.
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Equatorial Guinea is one of the most puzzling countries in the world, with everything from coups involving Margaret Thatcher's son, to firing squads in Santa outfits operating in the country. However, far more worrying than that is the economic cliff the country seems to be barreling toward, with the industry, worth 90% of their income, announcing their departure from the country in 2026. Will Equatorial Guinea be able to steer the country away from the cliff? Will the Instagram star VP successfully transition into his father's role? And why is this country the strangest one we have ever covered? We ask our panel of experts. On the panel this week: - Perri Grace (Geopolitical Analyst) - Max Lawson (Oxfam) - Florent Geel (Fmr FIDH Dir. Africa) - Emilia Columbo (CSIS) Intro - 00:00 PART 1 - 02:07 PART 2 - 15:29 PART 3 - 25:15 PART 4 - 33:46 Outro - 55:30 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more information, please visit - www.theredlinepodcast.com
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Estonia has one of the most impressive economic transformations anywhere on the planet, gaining independence from the USSR and completely overhauling its entire institutional base. While most of the post-Soviet states experienced slow growth and economic stagnation, Estonia instead grew rapidly and became the 'Startup Capital of Europe'. However, while Estonia celebrated its economic successes, cultural issues began bubbling just under the surface, setting the stage for a series of tough decisions to be made by Tallinn today. Will Estonia be able to maintain this level of growth? Will the language laws backfire? And will Sweden and Finland's entry into NATO completely change the defence dynamic within the Baltic states? We ask our panel of experts.
- Elisabeth Braw (AEI) - Marko Mihkelson (Chair of Estonian FA Comm) - Steven Pifer (Stanford) Intro - 00:00 PART 1 - 04:21 PART 2 - 19:32 PART 3 - 36:06 Outro - 1:00:09
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The ensuing dramatic demise of Françafrique and the consequential transformation of France's strategic goals in Africa have reshaped much of the geopolitics of the region. France no longer has the overt influence it once did but is instead moving to build influence with old partners through the EU and new partners through large investments into the Commonwealth nations. To France's detriment, though, other players like Russia, China, the UK, and the US have begun to move themselves into these power vacuums left by the French exit, and France may soon lose its primary position within West Africa. Who will end up holding influence over the region's natural resources? Will this impact the private sector as well? And where does the future lie for France's strategic interests? We ask our panel of experts:
- Catherine Gegout (Uni of Nottingham) - Colby Connelly (Energy Intel) - Alex Vines (Chatham House) Intro - 00:00 PART 1 - 05:49 PART 2 - 25:39 PART 3 - 44:02 Outro - 1:02:28
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Central Asia stands at a pivotal crossroads, with the next few months likely to set the course for the region going forward. What lies at stake in Kazakhstan's delicate balancing act? Will political stability give way to democratic progress or plunge into uncertainty? Does Kyrgyzstan's strongman rule signal a step backwards for democracy or a formidable power to reckon with? As Uzbekistan extends its ruler's reign until nearly 2040, can we ignore the unsettling erosion of democratic principles? And in Tajikistan, where power seamlessly transfers to the ruler's children, what implications loom for democratic processes? Moreover, with Turkmenistan's freedom index ranking lower than North Korea, are we confronting an unprecedented democratic crisis? What is the future of democracy in Central Asia? We are our panel of experts: - Alexander Cooley (Barnard College) - Erica Marat (NDU) - Temur Umarov (CEIP) - Steve Swerdlow (USC) - Bruce Pannier (Central Asia Journalist) Intro - 00:00 PART 1 - 04:02 - (Kazakhstan) PART 2 - 27:33 - (Kyrgyzstan) PART 3 - 39:03 - (Uzbekistan) PART 4 - 55:49 - (Tajikistan) PART 5 - 1:10:02 - (Turkmenistan) Outro - 1:28:26
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There has been an online explosion of discourse surrounding several currency agreements signed by nations like Russia, China and India, with some even predicting the emergence of a gold-backed BRICS currency to rival the US dollar but the end of the year. Is this actually possible though, and how likely are these five countries who have wildly different levels of interest, savings and inflation, to work together in the long term, or is this just Russia and China making political noise whilst still clinging to the stability of the US Dollar? Are we experiencing the beginning of "The Death of the US Dollar?", or a masterclass on why it has maintained its primary position for so many decades now? We ask our panel of experts: On the panel this week: - Vicky Pryce (CEB) - Maximilian Hess (FPRI) - Anders Åslund (Swedish Economist) Intro - 00:00 PART 1 - 03:59 PART 2 - 29:26 PART 3 - 53:53 Outro - 1:07:36
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In this episode, we take a deep dive into the looming economic crisis in Egypt. With inflation on the rise, foreign investment declining, and a mounting debt burden, the country's economy is facing significant challenges. We discuss the roots of the crisis, its impact on Egypt's people, and the potential for social unrest. We'll also look at the role of the government and the military in responding to this crisis and ask what the future holds for Egypt's economy. Is this the first domino of the next Arab Spring? We ask our panel of experts:
On the panel this week:
- Mirette F. Mabrouk (MEI)
- Rich Outzen (Atlantic Council)
- David Butter (Chatham House)
- Ben Fishman (Washington Inst)
Intro - 00:00 PART 1 - 02:56 PART 2 - 20:26 PART 3 - 37:39 PART 4 - 52:28 Conc - 68:29
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In this episode, we explore the intensifying arms race between the US, Russia, and China in orbital satellite surveillance technology. Delving into the advanced capabilities of these countries' satellite systems and how they are changing the landscape of modern warfare. From enhanced intelligence gathering to the potential for preemptive strikes, we discuss the implications of this technological race on the future battlefield. Will this theater become more aggressive, will more and more players enter the race, and will we see the growing collaboration between Russia and China extend to space? We ask our panel of experts. On the panel this week: - Tim Marshall (Author, Journalist) - Keith Masback (USGIF) - George Nacouzi (RAND) Intro - 00:00 PART 1 - 02:33 PART 2 - 23:01 PART 3 - 49:00 Conc - 68:03 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more information please visit - www.theredlinepodcast.com
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In this episode, we delve into the complex and lucrative world of the Mexican cartel drug trade and explore the economic factors that drive it. From the production and transportation of drugs to the money laundering schemes used to hide profits, we examine the various stages of the drug trade and the key players involved. We also discuss the impact of the drug trade on the Mexican economy and society, as well as the efforts being made to combat this illicit industry. Is there a way to blunt the rise of drugs like Fentanyl, or are we continuing down a path that simply empowers the cartels? We ask our panel of experts. On the panel this week: - Jorge Castañeda (Fmr Foreign Minister of Mexico) - Vanda Felbab-Brown (Brookings) - Scott Mistler-Ferguson (Crime Researcher) - Steven Dudley (InSight Crime) Intro - 00:00 PART 1 - 03:52 PART 2 - 37:47 PART 3 - 59:09 PART 4 - 79:41 Conc - 96:20 Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more information please visit - www.theredlinepodcast.com
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Bulgaria currently stands at a crossroads, with one group pulling the country toward the West, and an alliance of corruption, crime, and capture tethering the country toward Russia. These already high tensions are now also widening further, with the Bulgarian population heading to the polls for the fifth time in 2 years, and increasingly fringe candidates skewing internal discourse. Will Bulgaria be able to finally divest itself away from Moscow, or will it continue to act as a backdoor for Russian influence into the EU and NATO? We ask our panel of experts. On the panel this week: - Georgi Gotev (Euractive) - Daniela Žuvela (Fortescue) - Vessela Tcherneva (ECFR) Intro = 00:00 PART 1 = 04:34 PART 2 = 21:59 PART 3 = 35:58 Conc = 53:26
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China appears to be sleepwalking toward a conflict over Taiwan, and in response, East Asia has begun to prepare for a war that could start as early as 2026. Whilst some like Japan are buying up unnamed vehicles to adapt to their growing demographic crises, other nations like South Korea have become leading arms exporters across the globe. Is the war in Taiwan inevitable, is Japan's rearmament strategy likely to come to fruition in time, and how is the US readying itself for the conflict that will dictate the geopolitical trajectory of East Asia for the next three decades? We ask our panel of experts On the panel this week: - Tim Heath (RAND) - Daniel Darling (Forecast International) - Mark Cancian (CSIS) Intro = 00:00 PART 1 = 05:39 PART 2 = 33:03 PART 3 = 51:36 Conc = 1:09:41 Follow Michael on @MikeHilliardAus Follow the Show on @TheRedLinePod For more information, please visit - www.theredlinepodcast.com
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The war in Ukraine completely changed how Europe saw its own defence, and once against the continent is beginning to scramble to hastily rearm and modernise its defence industries. The question being asked by several analysts though, is whether Europe is rearming for the right war? Whilst the tanks the UK, France and Germany are fast-tracking are optimal for the battlefields of Eastern Ukraine, they are of little use for future conflicts in the jungles of Mali, the foothills of the Balkans or even the beaches of Taiwan. Is Europe once again preparing to fight the last war? On the panel this week: - Neil Melvin (RUSI) - Alex Clarkson (Kings College) - Perun (Defense Analyst) - James Black (RAND) Intro = 00:00 PART 1 = 03:51 PART 2 - 29:59 PART 3 = 43:59 PART 4 = 1:05:06 Outro = 1:30:36 Follow Michael on @MikeHilliardAus Follow the Show on @TheRedLinePod For more info please visit - www.theredlinepodcast.com
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With demand for oil skyrocketing, the US are now reconsidering the usefulness of Venezuela's massive natural oil reserves. To meet the demand in the market, some in Washington are now even going as far as to propose the beginning of the normalisation of relations between Washington and Venezuela, with oil company Chevron already beginning operations inside the country as a test case. If the process goes ahead, it may signal an end to the US policy of "maximum pressure" throughout the region and the beginning of a region-wide policy shift. But how far will either side be willing to take these talks, and how will Venezuela's current allies in China and Russia react to these developments? We ask our panel of experts.
On the panel this week: - Phil Gunson (Crisis Group) - Ben Norton (Geopolitical Economy) - Chris Sabatini (Chatham House) Follow Michael on @MikeHilliardAus Follow the Show on @TheRedLinePod For more info please visit - www.theredlinepodcast.com
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There are major faultlines appearing within the Chinese economy, particularly within many of the state government's budgets. Large debts are now all coming due, and the leadership in Beijing will be faced with several tough decisions within the next few months. Will Xi choose the plunge the country into a self-imposed, but managed downtown, or will the bubble burst on its own, throwing the country into economic chaos? We sit down with our panel of experts to find out. On the panel this week: - Joanna Chiu (Toronto Star) - Logan Wright (Rhodium Group) - David Dollar (Brookings Institute) Follow Michael on @MikeHilliardAus Follow the Show on @TheRedLinePod For more info please visit - www.theredlinepodcast.com
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Numerous analysts failed to correctly predict the outcome of a war between Russia and Ukraine, with many anticipating Russia would conquer Ukraine within a matter of weeks. Some analysts, though, the ones watching Syria closely, could see the fractures in the Russian army beforehand, and these analysts are now watching Syria closely again. With Russia's position inside the country shifting quickly, will the Kremlin continue to pilot the country's decade-long civil war, or are other players beginning to move into the growing power vacuum? Can the Russian operations here in Syria once again show us the future of Ukraine? We ask our panel of experts.
On the panel this week: - Joanne H Cummings (Baylor Uni) - Rich Outzen (Atlantic Council) - Wladimir Van Wilgenburg (Journalist) - Charles Lister (MEI) Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more info please visit - www.theredlinepodcast.com
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North Korea, a nation whose GDP is equivalent to that of the small island of Jamaica, has tested a record amount of missiles this year. With these increasing tests, there is a worry that they will build upon this momentum, and in the future, pose a credible threat to the United States itself. In response to this, several prominent figures have been calling for the US to preempt this event, and carry out an invasion of the DPRK, solving the issue once and for all. But how difficult would an invasion be, is the cost worth it, and will a conflict here pull the rest of the region in with it? We ask our panel of experts On the panel this week: - Bruce Bennett (RAND) - Chad O'Carroll (NKNews) - Michael Green (CSIS) Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more info please visit - www.theredlinepodcast.com
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This year Russia has watched their geopolitical position within the region sink from bad to worse, and now there is a brand new issue facing Moscow, with the Russian version of NATO, the CSTO (Collective Security Treaty Organisation), facing a crisis of confidence. After Azerbaijan called Russia's bluff in the Caucasus, the world now knows the core of the CSTO treaty is worthless. So what happens now, will the organisation disband, will an outside power like China take over the reins, or will it simply continue to evaporate slowly? We ask our panel of experts:
On the panel this week: - Steven Pifer (Stanford) - Temur Umarov (Carnegie) - Raffaello Pantucci (RSIS) Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more info please visit - www.theredlinepodcast.com
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There is no greater challenge when it comes to Climate Change than that of the energy transition. For some countries, it will mean investing billions into the modernisation of their power grids, and for other countries, it will mean abandoning the source of revenue responsible for around 80% of thier national GDP. The prominent question in front of these countries now though is will these countries begin preparing for the transition now, or will they be blindsided when the market does it for them?
On the panel this week: - Lou Munden (TMP) - Theresa Sabonis-Helf (Georgetown Uni) - Colby Connelly (EnergyIntel) - John Calabrese (Middle East Inst) - Henry Sanderson (Benchmark Mineral Intel) This episode is Part 5 of 5 of our miniseries, The Green Line, examining the near-term geopolitical implications of Climate Change. Follow the show on @TheRedLinePod
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United States
one bitten, twice shy
🇨🇦 here and I'm like? huh?
While China is increasingly Russia's main economic connection, it is strange not to hear anything about the wider BRICS+ developments. Certainly, China is the main player in the new "multi-polar" world, but it also opens up options for Russia as an independent force within the BRICS+.
🙂🙂🙂
🙂🙂🙂🙂
love this
I love how each guest perpetuates the lie that US is mostly concerned with democracy and human rights. The US will support any government that opens itself up to US business and military interests, and it's nice if they're democratic, but certainly not the goal.
going to be a good one 👍
Absolutely incredible that you got Rudd on for a segment. Loving your content, ripping through your library. Im from Byron Bay, NSW but live in Canada for last eight years.
great show
it is obvious Karabagh is Azerbaijan.
:)
great show
Moldavian do actually speak Romanian, with a lovely regional accent , but Romanian! It's Russian propaganda that tried to put forth the idea that it's a different language, to further separate the republic from Romania, which it was a part of before WW2.
this feels like neocon hogwash.