Opinion
Obligation for a structural change in Russia: How to exit from the oil-gas economy?
By analyzing the past, present, and future of Russia’s two major export commodities, I will discuss the impacts of the current developments on the budget and the inevitable need for changes in its economic strategy in this article.
First of all, one of the key notions below, “distant nations,” needs some background. Whether or not they are members of the Commonwealth of Independent States (CIS), all former Soviet countries are still regarded as close foreign countries. The rest of the world is likewise distant foreign countries. Here, we only do calculations and charts for distant foreign countries. After leaving China out, European countries constituted its overwhelming majority. Therefore, the conclusion will reflect the impacts of Western sanctions on Russia’s two primary exports and sources of budgetary income (oil and natural gas).
Let me state something upfront for the sake of the reader who is not a fan of lengthy writings. Using 2021 as a baseline, Russia will lose 35% – 40% of its oil and petroleum product exports and 50% of its natural gas exports this year. However, this is only part of Russia’s financial setback. Before the onset of the deep crisis in the first half of 2022, rising energy prices had significantly boosted the country’s income. However, the situation has now reversed, with oil and petroleum products discounted by nearly half their market price.
Natural gas
We’ll begin by explaining how the graph below was drawn, which data was utilized how and why, and how estimations were made.

In order to avoid “misjudgments, speculations, and inconsistencies,” the Federal Customs Administration (FCA) has not released information since April. Hence there is currently no official data for 2022. Gas exports to Europe (in transit via Ukraine) are projected to reach 30 bcm in 2023. At 80% capacity, gas is plummeted through Blue Stream, which equals a maximum of 16 bcm through this line. The largest volume that can be plummeted to China is between 23 and 24 bcm.
It was not disclosed how much natural gas Turkey purchased from Russia last year. However, on July 18, Yuri Ushakov, an advisor to Putin, reported that 12.8 bcm of gas (7.1 Blue Stream, 5.7 Turk Stream) had plummeted in the year’s first half. In addition, the export amounts to China and Europe (excluding “close countries” like the Baltic) are known. Based on these statistics, I estimated the gas export to Turkey at 21.70 bcm. This figure matches what Kommersant reported to the Turkish Customs Administration: 21.50 bcm.
Data from Gazprom and the FTS do not quite match. Gazprom’s export figures are always greater than FTA’s. This also held true in the year 2021. Novak reported on December 28 that Gazprom had exported 185.1 bcm to distant countries. However, according to FTS, total exports to distant countries were 170 bcm. I derived figures on the graph from Gazprom statistics. Additionally, I referred to the Central Bank’s yearly average natural gas prices. Like the FTA, the Central Bank did not integrate the averages of 2022 and afterward into its statistics. Therefore, I utilized the calculations provided by the RIA based on the ICE data as the average natural gas price in 2022: $1260.8 per mcm.
I picked two sets of prices for 2023. First, the price on December 31, 2022, is $844.3, assuming it remains relatively stable throughout the year. If scenario two plays out, temperatures in Europe will remain above seasonal norms this winter and spring, the wind will continue its record-setting speed, Brussels will strike a long-term oil deal with Qatar, relations with Algeria will improve, and the United States will replace the monopoly profit with reasonable prices. Although not all of them are realistic, I would predict that costs can be cut in half if all take place.
For 2023, I have assumed a decline in exports of 30% and a total decrease to 70-75 bcm. If this occurs, European countries will import more than twice as much natural gas from the United States as they did from Russia this year.
Novak said on December 28 that gas exports totaled 100.9 bcm last year. It is a record low. In 1990, it was 110 bcm. On January 16, Miller reported that 15.5 bcm of gas was sold to China. However, Neftegaz announced on January 2 that this figure might be appraised as 18.2 bcm due to an increase in contractual obligations. The graph relies on this second figure.
Miller also said annual gas shipments to China will reach 48 bcm by 2025. But the graph shows that even in this case, the demand from the East cannot make up for the European market loss (at least for now).
I have omitted liquefied natural gas (LNG) from the charts. This export may increase partially. Nearly 16 million tons of LNG were sent to Asia in 2022, and Europe received 15.7 million tons in total. This amount is approximately equal to 44 bcm of gas. Although this figure is not inconsequential, it is not anticipated to increase beyond this level in 2023 owing to the challenges of insurance-reinsurance in transport and tankers other than dependency on Western technology. Furthermore, it is unlikely that the rise in LNG exports would come close to replacing the 180-200 bcm of the potential capacity of the Russia-Europe pipelines before NATO destroyed Nord Stream 1 and 2.
Even by an optimistic prediction, the total demand of China, Belarus, and Turkey in 2023 would only amount to 60 bcm, less than a quarter of Gazprom’s entire supply capacity. So, this is the picture based on the most optimistic estimates: In 2021, Russia globally sold almost 240 bcm of natural gas. By 2023, however, it will only be able to ship a maximum of 45 bcm LNG and export 30 bcm via pipeline to “unfriendly” countries and 60 bcm to neutral countries.
Oil
Let’s look at oil.

I will prepare the chart for the same time frame (2013-2023); however, I will be excluding the data from China, Turkey, and India. For these three reasons:
1) There are gaps in the dataset. On the bright side, it is at least evident that China had been a reliable purchaser (between 70-72 million tons) until 2022.
2) At least as of 2020, Turkish and Russian sources contradict in terms of figures for Turkey’s purchases.
3) Prior to 2022, India was not a huge market for Russian exports, but after that year, it became one of the most important hubs for Russian oil. The share of Russian oil export to India rocketed from 1% on February 24 to 18% in May. India, Turkey, Singapore, and even the United Arab Emirates (UAE) dilute Russian oil before being sold to obfuscate its origin. It is unclear, however, how they would act after Russia’s counter-sanctions go into effect on February 1. Thus, qualifying the data of these three countries will not provide useful insights.
Nevertheless, we may get insights from the figures of crude oil exports and the total income of the annual average oil price.
Like natural gas, I have completed the chart relying on the data of “distant countries” and my own estimates. Similar to natural gas, I predicted a range of $40 to $60 for the barrel price of Ural oil in 2023. These predictions align with the scenarios the Central Bank announced in May. Considering the $60 maximum price, the likely range for the price of Ural oil is between these two extremes. To “distant countries,” I projected 200 million tons of oil exports in 2023. As a result, Russia will lose 90% of its crude oil exports to Europe due to the sanctions, which may cost the country $40 to $70 billion.
I will not go into technical details of the implementation of the sanctions and embargo. Still, it’s important to know that in its broadest sense (including both land and sea traffic), it will be implemented over the course of 6-8 months. This is why the European market has not been totally lost: Bruegel, a European think tank, has shown that 75% of Russia’s oil and petroleum product exports to Europe are sent offshore, while just 25% are transported via pipeline. Germany and Poland, two main consumers, have reduced their purchases, while the Hungarian government has blocked a full ban. Orbán has ensured that the oil pipelines of Slovakia and the Czech Republic from Russia, in addition to those of Hungary, will remain open.
However, the insurance and reinsurance restrictions directly impact exports to India and China. Unless a stable solution to this issue is found (a partial solution is already available; the Russian National Reinsurance Company carries out the reinsurance), overall exports may fall further. Similar to natural gas, compensating the European market with Asia cannot happen in one day.
My estimations for potential losses are in line with these predictions as well. AlfaBank reported an expected loss of $50 billion; for Reuters, it is $40 billion to $54 billion, and for Energy Aspects, $60 billion. Increasing the amount of oil exported may improve the situation, which is feasible if the methods to circumvent the sanctions are broadened. A significant increase in the $40-$60 range for the sale of Ural oil appears unlikely.
These two charts depict a very critical scenario for 2023: Excluding petroleum products and LNG, we may expect Russia’s oil and natural gas income to be between $89.3 and $149.4 billion. This means a revenue drop of between $106 and $166 billion compared to the previous year.

Budget
Budget revenues determined by the 2022 budget law were 25 trillion rubles, but roughly extra 2.5 trillion rubles actually went into the treasury last year. Yet budget expenditures were above this increase; during the year-end press conference, Finance Minister Siluanov said that “around 30 trillion rubles” had been spent. Despite a significant discount in Ural oil (shown in the third chart), oil prices were much higher than in the previous year, and natural gas revenues were at a record level until December 5. And these are the reasons for the increase in income. The greater rise in expense was owing to, in addition to the direct (military expenditures) effect of the Ukrainian operation, the increase in government subsidies to belligerent individuals and their families, and most usually low-income people. The budget, traditionally having a surplus, ran a deficit for the first time in April and was covered for the rest of the year by Gazprom and Rosneft.

The Ministry of Finance had predicted that the price of Ural oil per barrel would be $70.1 in 2023, $67.5 in 2024, and $65.25 in 2025. However, at least for this year, it is quite unlikely that the forecast will come true. In any case, Ural oil was nearly always sold at a discount, but the price difference was generally little more than a few dollars. However, huge price differences appeared after February 24, and the average discount is roughly 30 percent from that date to the end of the year. The discount rate was relatively stable between July and October at about 20-25 percent, but it spiked sharply once the maximum price was published on December 5. Since December 30, it has fluctuated daily between 45-55% as of January 20. In addition, it is still cheaper than $60, the price cap. In contrast, the last year’s price average of Ural oil was $76.09.
The situation with natural gas is similar. According to the explanatory note in the draft budget for 2023–2025 and the official forecast for the 2024–2025 planning period, natural gas exports (total of distant and close countries) fell by 31% in 2023 compared to the previous year, landing at 142 bcm, and will average 125 bcm annually for the next two years. However, these figures should be considered too optimistic because total exports via pipelines may decrease to 90–93 bcm this year if natural gas exports to distant countries reach 70–75 bcm as expected.
According to the most reasonable estimates of the Ministry of Finance, in 2023, if the price of Ural oil per barrel stays at $50 and daily output does not surpass 10 million barrels, the government would get at least $2.1 trillion less in oil and gas revenue in 2023, and the deficit will rise to $5 trillion, instead of the anticipated $2.9 trillion (2 percent of GDP). (In addition to crude oil, other petroleum products, natural gas, coal, etc., will impact this deficit.)
Suppose Ural oil prices remain at about $62-$63 per barrel. In that case, the Ministry of Finance intends to sell yuan from the National Wealth Fund and issue bonds to cover the deficit without raising the tax burden on the bourgeoisie. Alternatively, the government decides to seize “excessive profit” on carbon and fertilizer (this is the Kremlin’s optimal solution; I looked into it further when analyzing Putin’s September 7 speech at the Eastern Economic Forum), to increase the share of the budget in the dividends of state companies (this is the “financial bloc’s” optimal solution), and to issue a new tax regulation, if it fails, or the discounted oil price drops further. The Kremlin sees raising the tax burden on the great bourgeoisie as the best way to ensure that the welfare of the people remains stable or, if feasible, is elevated by state aid. In contrast, the “fiscal bloc” would rather burden the public by increasing indirect taxes. In other words, the bourgeoisie or the people must contribute to cover the budget deficit. As a result, the “conflicting alliance” between “the potent and the impotent” continues.
Conclusion
These are, of course, just estimates anyway. But one thing is clear enough: The traditional economic paradigm (oil and gas economies) is rapidly becoming obsolete. A structural shift in the economy is inevitable. This can be done in two ways: Medium and large private capital shifts from unproductive trade or the production of raw materials for export to industrial output for the domestic market, or the state expands its role as an economic regulator.
While the first way may help in the consolidation of capitalism but given the comprador nature of private capital in Russia, it is unrealistic to assume that it will serve as the primary means. It will continue to be an alternative for the bourgeoisie is eager to fill in the lacuna created by the foreign money leaving Russia. The local bourgeoisie is flexing its muscles to seize closed and closing foreign financial and industrial institutions, so one of the reasons why the ruble has depreciated in the past month is the demand for foreign currencies for purchases. Yet, the comprador nature of capital still prevails. In the first three quarters of last year, the financial-bloc-backed bourgeoisie managed to invest abroad 2.5 trillion rubles, or 10 percent of the budget’s income. On the other hand, taking the first way for structural shift results in the bourgeoisie’s political power being consolidated and empowered, posing a challenge to Bonapartism. Finally, the greatest exporter of raw materials, the state sees no gain in income through the first way, exacerbating the structural problem. Thus, the state must serve as the driving force of structural change.
Opinion
The caption and the guest list: What the West’s SCO coverage cannot explain about Türkiye
Thomas Karat, behavioral analyst
The photograph that Western agencies distributed from Bishkek arrived with its meaning already fixed. Above an image of the Kyrgyz president escorting China’s Xi Jinping past an honor guard, the caption read COUNTER US POWER. The image itself showed a familiar diplomatic ritual, two heads of state walking a red carpet. The caption supplied what the image did not: an adversary, a purpose, and the direction in which a Western audience was meant to orient its concern. The gap between the neutral picture and the loaded words is a useful place to begin, because it is where the framing of the entire summit was decided before a single line of analysis was written.
On Sept. 1 the Shanghai Cooperation Organization marked its twenty-fifth anniversary in the Kyrgyz capital, with ten member states, more than a dozen heads of government, and the secretary-general of the United Nations among the guests. Most European and North American outlets carried a single Agence France-Presse dispatch, which described the bloc as one that seeks to be a counterinfluence to the West. France 24 reported that the Russian and Chinese leaders had traveled to Central Asia to counter Western influence. British coverage of an earlier session of the same body called it a secretive summit of an “axis of upheaval.” In each formulation the West occupies the grammatical center of a meeting it did not attend. The organization is assigned no purpose that can be stated without reference to Washington and Brussels. It is defined entirely as a reaction to them.
Türkiye is the hole in the caption
The framing meets its first and largest obstacle in the guest list, and specifically in the presence of a NATO member at the table. Türkiye holds the status of dialogue partner in the organization, and President Recep Tayyip Erdogan has attended its summits in person. A Western reader told that the SCO is an axis assembled against his alliance is not encouraged to ask why a founding member of that alliance keeps a seat in it. The same AFP dispatch that calls the bloc a counterinfluence to the West records, several paragraphs below its lead, that the organization now counts fifteen dialogue partners including Türkiye, Saudi Arabia and Qatar. Türkiye belongs to NATO. Saudi Arabia and Qatar host the forward headquarters of United States Central Command and the largest American air base in the region. An organization built to oppose the West does not assemble this membership, and a caption that calls it one survives only for readers who do not reach the paragraph that contradicts it.
Türkiye’s position is the part of the picture that Western coverage is least equipped to interpret, because the prevailing map allows for only two teams. Ankara is not choosing the SCO over NATO. It is doing something the two-team model cannot represent, treating the organization as a venue to be worked, neither joining it nor shunning it. A state that keeps its treaty commitments in the Atlantic while cultivating standing in a Eurasian security forum is hedging against a future in which the Atlantic order no longer sets the terms alone. That behavior is legible from Istanbul and largely illegible from the outlets that produced the Bishkek caption, which is why their account of the summit reads, from this vantage, as a description of a world that has already begun to pass.
The vocabulary and its tell
The language of the coverage repays close attention. The recurring terms are “counter,” “against,” “anti-Western,” and “axis,” a vocabulary of opposition that grants the bloc no content of its own. The word “axis” carries the heaviest freight. It imports the moral architecture of the Second World War, and more recently of the “axis of evil,” and lays it over a trade-and-security forum whose membership includes a NATO government. The transfer is performed a few lines from the facts that make it untenable, and the proximity is the tell.
There is a structural habit worth naming as well. The AFP copy notes that the organization’s founding declaration describes it as not an alliance directed against other states, and then, in the following sentence, observes that the Russian and Chinese leaders have delivered anti-Western speeches at past summits. The self-description is admitted and immediately withdrawn. The skepticism applied here is selective. When a NATO communiqué describes the alliance as defensive, the same wire services do not append a reminder of its record of offensive operations. The doubt switches on for adversaries and off for partners, a selection that rests on assumption and not on evidence. Coverage outside the Western agency system handles the same material with a cooler hand. Al Jazeera quoted a regional analyst describing the SCO simply as not a coherent anti-Western alliance, a plain and accurate line that appears in no Western headline, because it does not fit the caption.
A bloc that grew in proportion to the pressure
The organization’s history explains more than its rhetoric does. It began in 1996 as a border-demarcation arrangement among China, Russia and three Central Asian republics, a technical body concerned with the settlement of frontier lines. It gained momentum in close proportion to the pressure applied to its members from the West. India and Pakistan acceded in 2017. Iran was admitted after years of sanctions had made membership useful to Tehran and to the bloc alike. The roster of dialogue partners expanded toward fifteen as American secondary sanctions and tariffs demonstrated to a widening circle of governments the value of a forum beyond Washington’s reach. At Bishkek the rotating chairmanship passed to Pakistan, another long-standing American security partner. The pattern is consistent: the organization has grown less by recruitment than by the steady conversion of states that Western policy has pressed toward the exits.
Iran offers the sharpest illustration. President Masoud Pezeshkian took his seat in Bishkek six months into a war with the United States. A week before the summit, the U.S. Treasury announced a sanctions campaign it named Operation Economic Outcast, extending secondary sanctions to five further sectors of the Iranian economy, aviation, digital assets, gold, shipping and technology, and warning in a separate alert that any party of any nationality paying Iran for passage through the Strait of Hormuz risked U.S. penalty. Secondary sanctions do not fall on the target alone. They fall on any government or firm that trades with the target, which makes them an instruction directed at the sovereign decisions of other states, enforced by the threat of exclusion from the dollar system. China, the largest purchaser of Iranian oil, responded that it would firmly defend its interests. A measure aimed at Tehran functions as a demand issued to Beijing, and Beijing traveled to Bishkek. India provides a second instance. Prime Minister Narendra Modi held a scheduled bilateral with President Vladimir Putin days after Washington imposed a 50 percent tariff on Indian goods over New Delhi’s purchases of Russian oil. The instrument intended to discipline India accompanied it to the very table it was meant to keep it from.
The divisions are real, and they are the point
An accurate account of the summit requires equal candor about the organization’s limits, and candor here is what separates analysis from a mirror image of the framing under examination. The SCO is not a unified bloc. Russia and China compete for influence across the same Central Asian ground. India and China share a contested and periodically violent border, which is why Modi and Xi appeared on the same platform but arranged no formal bilateral. India and Pakistan hold membership in the same body while remaining adversaries. A proposed development bank has been discussed for years without becoming a functioning institution. The 40 percent of humanity the organization claims to encompass is a measure of scale, not of common purpose.
These divisions do not rescue the Western frame. They sharpen the judgment it obscures. Agreement among these governments does not exist, and it is not what makes the summit notable. What makes it notable is the preference of states that distrust one another to manage their disputes inside a structure the United States does not control. The arbitration of one it does control is the option they declined. That preference is a heavier comment on the standing of the American-led order than any declaration could produce. It requires no alliance and no shared ideology. It requires only that a critical mass of states has concluded that the Western order is something to work around, and that the working-around now proceeds openly, at the level of heads of state, beneath a caption instructing Western readers to see a hostile axis where a hedging one stands.
The shrinking center
The phrase that recurs whenever Western officials describe global opinion is “the international community.” Bishkek is a reminder of how much that phrase conceals. The community it invokes is a specific and diminishing set of capitals that grew accustomed, during the brief period of unchallenged American primacy after 1991, to mistaking its own consensus for the consensus of humanity. The summit in the Kyrgyz capital assembled a NATO member, a Western-courted partner in India, the Gulf security clients of the United States, and the two most heavily sanctioned states on earth, and it did so under the observation of the United Nations secretary-general. No description of that room as an anti-Western axis can be reconciled with its composition. The description persists because it serves the audience it is written for, offering a shrinking center the reassurance that it remains the fixed point around which the world still turns.
From Ankara, and from the wider vantage of states that have watched the post-1991 order lose its monopoly, the reassurance reads as a lagging indicator. The two men in the photograph were walking to lunch. The power that could not prevent the lunch, could not hold its Indian partner at a distance from Moscow, could not isolate the state it is fighting, and could not keep the head of the United Nations from attending, is nonetheless assured by its own press that the summit was organized around opposition to it. The more accurate reading is the one Türkiye’s own conduct already reflects. The world is not arranging itself against the West so much as arranging itself without waiting for it, and the caption over the photograph is the last place that development will be admitted.
Opinion
In Bishkek, the ‘new order’ gathers to see whether it can become real
Dr. Ahmed Moustafa, Director & Founder, Asia Center for Studies & Translation, Egypt
Ten heads of states and governments, a cast of partners spanning half of Eurasia meet in the Kyrgyz capital promising a world beyond Western dominance. The summit’s quiet battles over money, media and the club’s own contradictions will matter more than its communiqué.
BISHKEK, Kyrgyzstan: This is a city that understands great powers. Soviet engineers drew its street grid. Its economy runs substantially on money earned by Kyrgyz workers in Russia. And when the Shanghai Cooperation Organization holds its annual summit here Aug. 31st to Sept. 1st 2026 the mountain-ringed capital will become, for 48 hours, the seat of this era’s most consequential open question: What does the world look like after Western dominance?
What will the world look like beyond Western dominance?
The participant list alone is enough to illustrate the scale of the stakes. Chinese President Xi Jinping, Russian President Vladimir Putin, and Iranian President Masoud Pezeshkian will lead the SCO’s ten full members, representing roughly 40 percent of humanity. They include India and Pakistan, Belarus, and the four Central Asian republics, led by Kazakhstan and its President Kassym-Jomart Tokayev, alongside dialogue partners whose presence stretches from Cairo to the Gulf and all the way to Ankara.
No Western institution has ever had to accommodate such a company under one roof. No American administration has had to watch it from the outside.
On paper, the agenda is deliberately unremarkable: counterterrorism cooperation through the organization’s Tashkent-based coordinating body, Afghanistan’s instability, trade facilitation, energy, digital development and the ritual invocation of the “Shanghai Spirit” mutual trust, mutual benefit, respect among civilizations. The organizing principle, as ever, is consensus, which is another way of saying nothing said in the plenary hall will offend anyone.
The real summit will happen in the margins, in three conversations the final declaration will not be recorded.
The first is about money and how to move it where Washington cannot reach it
No communiqué will use the word “sanctions.” Yet diplomats from three member states, speaking on the condition of anonymity to describe preparatory talks, said the financial file has consumed more negotiating time than any other: the long-delayed SCO Development Bank, given fresh impetus at last year’s Tianjin summit; the expansion of local-currency trade; the stitching together of national payment systems that would let members settle accounts without touching the Belgium-based SWIFT network and therefore without touching U.S. financial law.
The urgency is not abstract. Russia’s central bank operates under sweeping penalties. Iran has been locked out of the dollar system for a generation. Even India, a Western partner, buys Russian oil in non-dollar currencies to keep its options open. Tariffs and secondary sanctions have turned “financial inclusiveness,” in the organization’s diplomatese, into the summer’s quiet rallying cry.
The obstacles are equally concrete. The development bank has been discussed for more than a decade without being built, partly because every founding member wants it capitalized, headquartered and denominated on its own terms. “Nobody in that room is against de-dollarization,” said one economist who advises a member-state government. “Everybody in that room is against a bank China controls.”
The second conversation is about the United States absent, and everywhere
The months before the summit have seen a burst of American diplomacy conducted largely through intermediaries: reported contacts between the CIA director and Russian intelligence; a Pakistani army chief’s travels to Tehran; Gulf foreign ministers, and on one reading the Jordanian monarch, carrying messages to Beijing. Washington describes the traffic as routine management of a complicated world. In the capitals gathering in Bishkek, it is read as something more evidence that the superpower wants deals.
“Diplomacy by intermediary is either sophistication or exhaustion,” said a European ambassador in Beijing, who like others spoke on the condition of anonymity. “The Americans say the first. This summit will spend two days staging the second.”
The calendar sharpens the drama. U.S. midterm elections fall ten weeks after the leaders leave Bishkek, and a president who has staked his brand on ending wars and winning trade disputes has delivered a durable settlement of neither. Advisors openly worry that losing the House would hand the opposition subpoena power and the machinery of impeachment. Analysts expect the summit’s choreography to be calibrated accordingly: handshakes and family photos projecting an alternative order, measured carefully enough not to hand Washington an enemy at the worst possible moment.
Yet the “declining America” narrative has limits that the summit’s own design reveals. India attends in large part to ensure the organization does not become a Chinese-Russian instrument; it has blocked anti-Western language before and is expected to again. The Central Asian states hedge between Russian security, Chinese financing and Western markets. And every member’s sanctions-resistance project is, in the end, a measure of how much the dollar world still matters.
The third conversation is the one an Egyptian started
Among the more concrete proposals at Tianjin came not from a head of state but from Dr Ahmed Moustafa, an Egyptian scholar and specialist in Asian and Eurasian Affairs, who directs the Cairo-based Asia Center for Studies and Translation, attending as his country an SCO dialogue partner continues testing the club’s outer circle. His argument: the organization’s deepest deficit is neither military nor financial but informational.
The West’s real advantage runs through its media platforms and professional networks, which shape the aspirations of the very youth the organization claims to speak for. His proposal, a standing, professionally sponsored mechanism binding member-state think tanks and media, and a professional social platform for the region’s young people, “similar to or stronger than LinkedIn” circulated this summer in summit working groups.
The idea matters less as a business plan than as a diagnosis that Beijing and Moscow have reached by harder roads. For all its demographic weight, the information environment in which the organization’s citizens actually live is dominated by Western platforms and Western languages. Member states have answered with firewalls, copycat apps and an annual media forum. What they have not produced is a digital ecosystem anyone would choose.
Skeptics see a structural reason: professional networks create value through the free flow of information precisely what several member governments are professionally committed to restricting. “You can build a LinkedIn for the Shanghai Spirit,” one diplomat joked. “Good luck making anyone network in it.”
The last conversation is with itself
The family photo will not show the feuds beneath it: India and China, India and Pakistan, Iran which left Tianjin with expressions of sympathy and no security guarantees after its war with Israel and a host government whose national strategy is to be courted by all sides at once. A quarter-century after the organization’s founding, its signature achievement remains the summit itself: proof that rivals can meet, not yet proof that they can build.
“Bishkek will be perfectly staged,” said a veteran analyst of Eurasian institutions. “The question is whether anything survives the motorcades.”
When the leaders fly home over Bishkek on the first of September, they will leave behind banners, a communiqué and a claim: that a new order is not merely desired but operational.
The quieter truth of this summit is that an order cannot be declared into existence. It has to be built payment system by payment system, platform by platform, in the unphotographed rooms where the Shanghai Spirit is tested against arithmetic.
Opinion
What did the Israeli attack in Syria reveal?
Following Israel’s strike on the Abu al-Duhur Airbase in Syria on August 18, relations between Damascus and Tel Aviv have reportedly broken down. Syrian Foreign Minister Asaad Hassan Sheybani announced in the wake of the attack that all communication with Israel had been severed. “We anticipate that talks regarding a security agreement with Israel will resume in the near future. At present, we do not trust Israel. Our priority is the cessation of attacks against our sovereign territory,” he stated.
The minister’s utter helplessness reverberates through his words.
The post-Assad regime in Damascus ascended to power on the back of American and Israeli support. Consequently, the United States and Israel stand as the primary arbiters of Syria’s destiny. It is precisely for this reason that the Damascus administration has abandoned all claims to its rights over the Israeli-occupied Golan Heights—virtually resigning itself to the occupation and striking it from the agenda. Upon seizing power, it pledged immediate fealty to Washington: “We will pose no security threat to Israel, and we shall thwart anyone who attempts to do so.” It operated under the delusion that it could forge a functional relationship with Israel—led by Netanyahu, a perpetrator of genocide and a convicted war criminal—by appeasing it through concessions. It was gravely mistaken.
For Israel currently holds sway over a substantial portion of Syrian territory. It establishes military outposts across the country, carries out airstrikes at will, and deploys its armor unimpeded.
Similarly, the Israeli-backed PYD-YPG terrorist organization exercises control over an expanse of land vastly disproportionate to its actual strength—territory exceptionally rich in energy resources—solely through the patronage of the US and Israel. Leveraging that very support, it wrenches outsized political, military, and administrative concessions from the Damascus government.
Evidently, the displacement of Iranian and Russian influence in Syria by that of the United States and Israel has brought profound satisfaction to certain circles in our country. Yet what these quarters fail to see, refuse to see, or cannot bring themselves to acknowledge even when confronted with it, is this fundamental reality: Washington envisions a Middle Eastern order wherein Israel commands supremacy, projects expanding power, and dictates terms, while Türkiye raises no objection whatsoever and instead accommodates itself to this architecture. To compel Türkiye’s acquiescence, the US is actively deploying its vast and varied arsenal of leverage.
Lest we forget, the United States had already brought several Arab states to the desired threshold through the Abraham Accords. That process was ultimately intended to culminate in the open, formal consecration of the de facto rapprochement between Saudi Arabia and Israel. That trajectory has not been abandoned; it has merely been placed on ice for the time being. Behind the scenes, Washington maintains an intense flurry of diplomacy with Saudi Arabia, Qatar, Egypt, the United Arab Emirates, and Jordan. Once the wider Middle East, the Islamic world, and the Arab sphere have been fully conditioned to accept the ongoing reality in Gaza—and once the oppressed, grieving, and beleaguered Palestinian people have been driven entirely from their ancestral homeland—this shelved agenda will be revived.
We know that the Zionist establishment in Israel, aligned with American imperialism, chose not to strike Iran first before confronting the Iranian-backed Axis of Resistance, the Shia Crescent, and Tehran’s proxy forces. It executed the exact inverse: it struck first at Syria, at Hamas in Palestine, and at Hezbollah in Lebanon. Only after eroding their efficacy did it turn its sights directly upon Iran. In Syria, the previous regime held out far longer than anticipated—enduring for 13 years and 8 months. As a consequence of the civil war that erupted in March 2011, Assad was ultimately overthrown, finding refuge in Moscow.
When 61 years of Baathist rule, including 53 years of the Assad dynasty, came to a close in December 2024, the emergent regime in Damascus wasted no time in pledging its allegiance to the United States, to Israel, and to the Arab states that backed it, chief among them Saudi Arabia. It proclaimed that it would erect a bulwark against Iran, raise not the slightest objection to Israel, and execute Washington’s directives to the letter.
A broad demographic in Türkiye that welcomed this turn of events swiftly began asserting—under the banner of religious and sectarian fraternity—that this transition worked entirely in Türkiye’s favor. The sheer fallacy of this premise was exposed in short order.
And how was it exposed?
It was exposed by Israel immediately laying the groundwork for a Syria partitioned into four enclaves (Druze, Kurdish, Alawite, and Arab). It was exposed by the renewed revelation that the US-Israel axis intends, sooner or later, to carve up Syria along sectarian and ethnic fault lines—mirroring the precedents of Lebanon and Iraq—in a country roughly composed of 70 percent Sunni Arabs, 10 percent Alawites, 10 percent Kurds, 5 percent Christians, and 5 percent Druze and Turkmens.
It was exposed by the fact that the PYD-YPG terrorist organization, even if denied the entirety of its territorial ambitions, has managed to secure a portion of its political, military, and administrative demands through US–Israeli patronage, thereby being permitted to preserve its existence by settling for a reduced perimeter.
And it was exposed by the resilience of Iran, which, despite suffering immense exhaustion and attrition in the face of American and Israeli aggression, refused to capitulate and maintained its resistance. It was exposed by the failure of the US-Israel tandem to achieve its overarching political and military objectives in Iran, bringing to the fore once again the undeniable truth that Iran possesses an institutionalized state tradition, a national consciousness, and an armed force of a depth and resilience that defy any comparison to Libya, Iraq, or Syria.
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