Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
It was hardly the kind of peace and cheer one hopes to see leading up to
Christmas. But on Dec. 7, the second Sunday of Advent, a collection of telecoms
masts in Sweden were the site of a strange scene, as a foreign citizen turned up
and began taking photographs.
The case became widely known two days later, when the CEO of Teracom, a
state-owned Swedish telecom and data services provider, posted an unusual update
on LinkedIn: Company employees and contracted security had helped detain a
foreign citizen, CEO Johan Petersson reported. They had spotted the foreigner
taking pictures of a group of Teracom masts, which are sensitive installations
clearly marked with “no trespassing” signs. After being alerted by the
employees, police had arrested the intruder. “Fast, resolute and completely in
line with the operative capabilities required to protect Sweden’s critical
infrastructure,” Petersson wrote.
But his post didn’t end there: “Teracom continually experiences similar events,”
he noted. “We don’t just deliver robust nets — we take full responsibility for
keeping them secure and accessible around the clock. This is total defense in
practice.”
That’s a lot of troubling news in one message: a foreign citizen intruding into
an area closed to the public to take photos of crucial communications masts, and
the fact that this isn’t a unique occurrence. Indeed, earlier this year, Swedish
authorities announced they had discovered a string of some 30 cases of sabotage
against telecoms and data masts in the country.
How many more potential saboteurs haven’t been caught? It’s a frightening
question and, naturally, one we don’t have an answer to.
It’s not just communications masts that are being targeted. In the past couple
years, there have been fires set in shopping malls and warehouses in big cities.
There have been suspicious drone sightings near defense manufacturing sites and,
infamously, airports. Between January and Nov. 19 of this year, there were more
than 1,072 incidents involving 1,955 drones in Europe, and as a group of German
journalism students have established, some of those drones were launched from
Russian-linked ships. And of course, there has been suspicious damage to
undersea cables and pipelines in the Baltic Sea and off the coast of Taiwan.
I’ve written before in this publication that Russia’s goal with such subversive
operations may be to bleed our companies dry, and that China seems to be
pursuing the same objective vis-à-vis certain countries. But when it comes to
critical national infrastructure — in which I could include institutions like
supermarkets — we need them to work no matter what. Imagine going a day or two
or three without being able to buy food, and you’ll see what I mean.
The upside to Teracom’s most recent scare was that the company was prepared and
ultimately lost no money. Because its staff and security guards were alert, the
company prevented any damage to their masts and operations. In fact, with the
perpetrator arrested — whether prosecutors will decide to charge him remains to
be seen — Teracom’s staff may well have averted possible damage to other
businesses too.
Moving forward, companies would do well to train their staff to be similarly
alert when it comes to saboteurs and reconnaissance operators in different
guises. We can’t know exactly what kind of subversive activities will be
directed against our societies, but companies can teach their employees what to
look for. If someone suddenly starts taking pictures of something only a
saboteur would be interested in, that’s a red flag.
Indeed, boards could also start requiring company staff to become more vigilant.
If alertness can make the difference between relatively smooth sailing and
considerable losses — or intense tangling with insurers — in these
geopolitically turbulent times, few boards would ignore it. And being able to
demonstrate such preparedness is something companies could highlight in
speeches, media interviews and, naturally, their annual reports.
Insurers, in turn, could start requiring such training for these very reasons.
After serious cyberattacks first took off, insurers paid out on their policies
for a long time, until they realized they should start obliging the
organizations they insure to demonstrate serious protections in order to qualify
for insurance. Insurers may soon decide to introduce such conditions for
coverage of physical attacks too. Even without pressure from boards or insurers,
considering the risk of sabotage directed at companies, it would be positively
negligent not to train one’s staff accordingly.
Meanwhile, some governments have understandably introduced resilience
requirements for companies that operate crucial national infrastructure. Under
Finland’s CER Act, for instance, “critical entities must carry out a risk
assessment, draw up a resilience plan and take any necessary measures.”
The social contract in liberal democracies is that we willingly give up some of
our power to those we elect to govern us. These representatives are ultimately
in charge of the state apparatus, and in exchange, we pay taxes and obey the
law. But that social contract doesn’t completely absolve us from our
responsibility toward the greater good. That’s why an increasing number of
European countries are obliging 19-year-olds to do military service.
When crises approach, we all still have a part to play. Helping spot incidents
and alerting the authorities is everyone’s responsibility. Because the current
geopolitical turbulence has followed such a long period of harmony, it’s hard to
crank up the gears of societal responsibility again. And truthfully, in some
countries, those gears never worked particularly well to begin with.
But for companies, however, stepping up to the plate isn’t just a matter of
doing the right thing — it’s a matter of helping themselves. Back in the day,
the saying went that what was good for Volvo was good for Sweden, and what was
good for General Motors was good for the U.S. Today, when companies do the right
thing for their home countries, they similarly benefit too.
Now, let’s get those alertness courses going.
Tag - Beyond the Bubble
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Over the past two years, state-linked Russian hackers have repeatedly attacked
Liverpool City Council — and it’s not because the Kremlin harbors a particular
dislike toward the port city in northern England.
Rather, these attacks are part of a strategy to hit cities, governments and
businesses with large financial losses, and they strike far beyond cyberspace.
In the Gulf of Finland, for example, the damage caused to undersea cables by the
Eagle S shadow vessel in December incurred costs adding up to tens of millions
of euros — and that’s just one incident.
Russia has attacked shopping malls, airports, logistics companies and airlines,
and these disruptions have all had one thing in common: They have a great cost
to the targeted companies and their insurers.
One can’t help but feel sorry for Liverpool City Council. In addition to looking
after the city’s half-million or so residents, it also has to keep fighting
Russia’s cyber gangs who, according to a recent report, have been attacking
ceaselessly: “We have experienced many attacks from this group and their allies
using their Distributed Botnet over the last two years,” the report noted,
referring to the hacktivist group NoName057(16), which has been linked to the
Russian state.
“[Denial of Service attacks] for monetary or political reasons is a widespread
risk for any company with a web presence or that relies on internet-based
systems.”
Indeed. Over the past decades, state-linked Russian hackers have targeted all
manner of European municipalities, government agencies and businesses. This
includes the 2017 NotPetya attack, which brought down “four hospitals in Kiev
alone, six power companies, two airports, more than 22 Ukrainian banks, ATMs and
card payment systems in retailers and transport, and practically every federal
agency,” as well as a string of multinationals, causing staggering losses of
around $10 billion.
More recently, Russia has taken to targeting organizations and businesses in
other ways as well. There have been arson attacks, including one involving
Poland’s largest shopping mall that Prime Minister Donald Tusk subsequently said
was definitively “ordered by Russian special services.” There have been parcel
bombs delivered to DHL; fast-growing drone activity reported around European
defense manufacturing facilities; and a string of suspicious incidents damaging
or severing undersea cables and even a pipeline.
The costly list goes on: Due to drone incursions into restricted airspace,
Danish and German airports have been forced to temporarily close, diverting or
cancelling dozens of flights. Russia’s GPS jamming and spoofing are affecting a
large percentage of commercial flights all around the Baltic Sea. In the Red
Sea, Houthi attacks are causing most ships owned by or flagged in Western
countries to redirect along the much longer Cape of Good Hope route, which adds
costs. The Houthis are not Russia, but Russia (and China) could easily aid
Western efforts to stop these attacks — yet they don’t. They simply enjoy the
enormous privilege of having their vessels sail through unassailed.
The organizations and companies hit by Russia have so far managed to avert
calamitous harm. But these attacks are so dangerous and reckless that people
will, sooner or later, lose their lives.
There have been arson attacks, including one involving Poland’s largest shopping
mall that Prime Minister Donald Tusk subsequently said was definitively “ordered
by Russian special services.” | Aleksander Kalka/Getty Images
What’s more, their targets will continue losing a lot of money. The repairs of a
subsea data cable alone typically costs up to a couple million euros. The owners
of EstLink 2 — the undersea power cable hit by the Eagle S— incurred losses of
nearly €60 million. Closing an airport for several hours is also incredibly
expensive, as is cancelling or diverting flights.
To be sure, most companies have insurance to cover them against cyber attacks or
similar harm, but insurance is only viable if the harm is occasional. If it
becomes systematic, underwriters can no longer afford to take on the risk — or
they have to significantly increase their premiums. And there’s the kicker: An
interested actor can make disruption systematic.
That is, in fact, what Russia is doing. It is draining our resources, making it
increasingly costly to be a business based in a Western country, or even a city
council or government authority, for that matter.
This is terrifying — and not just for the companies that may be hit. But while
Russia appears far beyond the reach of any possible efforts to convince it to
listen to its better angels, we can still put up a steely front. The armed
forces put up the literal steel, of course, but businesses and civilian
organizations can practice and prepare for any attacks that Russia, or other
hostile countries, could decide to launch against them.
Such preparation would limit the possible harm such attacks can lead to. It begs
the question, if an attack causes minimal disruption, then what’s the point of
instigating it in the first place?
That’s why government-led gray-zone exercises that involve the private sector
are so important. I’ve been proposing them for several years now, and for every
month that passes, they become even more essential.
Like the military, we shouldn’t just conduct these exercises — we should tell
the whole world we’re doing so too. Demonstrating we’re ready could help
dissuade sinister actors who believe they can empty our coffers. And it has a
side benefit too: It helps companies show their customers and investors that
they can, indeed, weather whatever Russia may dream up.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Seven years ago, Sweden made global headlines with “In Case of Crisis or War” —
a crisis preparedness leaflet sent to all households in the country.
Unsurprisingly, preparedness leaflets have become a trend across Europe since
then. But now, Sweden is ahead of the game once more, this time with a
preparedness leaflet specifically for businesses.
Informing companies about threats that could harm them, and how they can
prepare, makes perfect sense. And in today’s geopolitical reality, it’s becoming
indispensable.
I remember when “In Case of Crisis or War” was first published in 2018: The
Swedish Civil Contingencies Agency, or MSB, sent the leaflet out by post to
every single home. The use of snail mail wasn’t accidental — in a crisis, there
could be devastating cyberattacks that would prevent people from accessing
information online.
The leaflet — an updated version of the Cold War-era “In Case of War” —
contained information about all manner of possible harm, along with information
about how to best prepare and protect oneself. Then, there was the key
statement: “If Sweden is attacked, we will never surrender. Any suggestion to
the contrary is false.”
Over the top, suggested some outside observers derisively. Why cause panic among
people?
But, oh, what folly!
Preparedness leaflets have been used elsewhere too. I came to appreciate
preparedness education during my years as a resident of San Francisco — a city
prone to earthquakes. On buses, at bus stops and online, residents like me were
constantly reminded that an earthquake could strike at any moment and we were
told how to prepare, what to do while the earthquake was happening, how to find
loved ones afterward and how to fend for ourselves for up to three days after a
tremor.
The city’s then-Mayor Gavin Newsom had made disaster preparedness a key part of
his program and to this day, I know exactly what items to always have at home in
case of a crisis: Water, blankets, flashlights, canned food and a hand-cranked
radio. And those items are the same, whether the crisis is an earthquake, a
cyberattack or a military assault.
Other earthquake-prone cities and regions disseminate similar preparedness
advice — as do a fast-growing number of countries, now facing threats from
hostile states. Poland, as it happens, published its new leaflet just a few days
before Russia’s drones entered its airspace.
But these preparedness instructions have generally focused on citizens and
households; businesses have to come up with their own preparedness plans against
whatever Russia or other hostile states and their proxies think up — and against
extreme weather events too. That’s a lot of hostile activity. In the past couple
years alone, undersea cables have been damaged under mysterious circumstances; a
Polish shopping mall and a Lithuanian Ikea store have been subject to arson
attacks; drones have been circling above weapons-manufacturing facilities; and a
defense-manufacturing CEO has been the target of an assassination plot; just to
name a few incidents.
San Francisco’s then-Mayor Gavin Newsom had made disaster preparedness a key
part of his program. | Tayfun Coskun/Anadolu via Getty Images
It’s no wonder geopolitical threats are causing alarm to the private sector.
Global insurance broker Willis Towers Watson’s 2025 Political Risk Survey, which
focuses on multinationals, found that the political risk losses in 2023 — the
most recent year for which data is available — were at their highest level since
the survey began. Companies are particularly concerned about economic
retaliation, state-linked cyberattacks and state-linked attacks on
infrastructure in the area of gray-zone aggression.
Yes, businesses around Europe receive warnings and updates from their
governments, and large businesses have crisis managers and run crisis management
exercises for their staff. But there was no national preparedness guide for
businesses — until now.
MSB’s preparedness leaflet directed at Sweden’s companies is breaking new
ground. It will feature the same kind of easy-to-implement advice as “In Case of
Crisis or War,” and it will be just as useful for family-run shops as it is for
multinationals, helping companies to keep operating matters far beyond the
businesses themselves.
By targeting the private sector, hostile states can quickly bring countries to a
grinding and discombobulating halt. That must not happen — and preventing should
involve both governments and the companies themselves.
Naturally, a leaflet is only the beginning. As I’ve written before, governments
would do well to conduct tabletop preparedness exercises with businesses —
Sweden and the Czech Republic are ahead on this — and simulation exercises would
be even better.
But a leaflet is a fabulous cost-effective start. It’s also powerful
deterrence-signaling to prospective attackers. And in issuing its leaflet,
Sweden is signaling that targeting the country’s businesses won’t be as
effective as would-be attackers would wish.
(The leaflet, by the way, will be blue. The leaflet for private citizens was
yellow. Get it? The colors, too, are a powerful message.)
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
If there’s one thing we know, it’s that our transition away from fossil fuels
won’t be possible without electric cars (EVs).
Pulling ahead in this field, China has recently been making EVs that are far
cheaper than Western-manufactured ones, and much of it comes down to one humble
yet indispensable component: the battery. But now, thanks to one small town in
Norway, it seems there might yet be hope for Europe, and for a greener future
without risky dependencies on China.
Oh, how the times have changed. Four years ago, Tesla was the world’s largest
all-electric car brand, followed by China’s state-owned SAIC, Volkswagen,
Renault-Nissan-Mitsubishi and BYD ( another Chinese manufacturer). Today, five
of the world’s 10 biggest EV brands are Chinese — and it’s not because buyers
specifically want Chinese cars. It’s simply because they’re cheaper.
Take, for example, BYD’s Dolphin Surf. Available in Europe as of this summer,
these cars start at €22,900. That’s significantly less than Tesla models — and a
couple other Chinese EVs are cheaper still.
One reason for all this is that their batteries — that all-important part of an
EV — cost less. For the past few years, Chinese makers have been switching to
so-called LFP batteries, which are different from the NMC batteries most Western
cars still use. LFP stands for lithium iron phosphate, and batteries made with
these components aren’t just cheaper but last longer, thus making them more
sustainable too. (NMCs still get more usage out of each charge, which makes them
better for longer drives, but that gap is narrowing.)
Given their focus on price, it’s not surprising Chinese brands have so massively
adopted LFP batteries. “[China has] a huge cost advantage through economies of
scale and battery technology. European manufacturers have fallen well behind,”
David Bailey, a professor of business and economics at Birmingham Business
School told the BBC. “Unless they wake up very quickly and catch up, they could
be wiped out.”
But there’s good news for Western EV makers: a renewable-energy company called Å
Energi — a Norwegian hydropower giant — has been thinking ahead precisely along
these lines.
Four years ago, Å Energi teamed up with ABB, Siemens, the Danish pension fund
PKA and the Norwegian investment firm Nysnø to form Morrow Batteries.
Majority-owned by Å Energi, Morrow is based in the picturesque town of Arendal
on Norway’s south coast, and it recently began producing LFP batteries for
energy storage systems — think sun and wind energy that needs to be stored after
being captured in solar panels and wind turbines — as well as for defense
equipment.
If all goes according to plan, Morrow will then expand to vehicles, with plans
to build another three LFP facilities in Arendal before 2029.
Of course, this company won’t be able to match China’s formidable LFP production
on its own — and yet, it exists. It exists because Å Energi dared to commit to
this new technology, because the Norwegian government agreed to grant a loan,
and because the EU decided to support the undertaking too.
Four years ago, Tesla was the world’s largest all-electric car brand, followed
by China’s state-owned SAIC. | Allison Dinner/EPA
To date, the path to EV batteries has been strewn with grand ambition and, alas,
bankruptcies. In the past couple years alone, Northvolt in Sweden and
Britishvolt in the U.K. have both gone bust. But as technical as it may sound,
LFP batteries are the surest way for Europe to reduce its dependence on Chinese
EVs. So, if Morrow succeeds, and is perhaps joined by one or two new European
battery-makers, Europe’s EV manufacturers will be better able to compete with
Chinese rivals. To be viable, the green transition has to be a collective
undertaking.
It’s no surprise that this pioneering LFP factory is located in Norway, as the
country has made EV adoption a priority. In 2023, nine in 10 cars sold in the
country were already EVs, and the Norwegian government wants all newly sold cars
to be zero-emission by the end of this year. Norway doesn’t have any significant
car manufacturers, and unlike most battery-makers, Morrow isn’t owned by a car
manufacturer. But LFP batteries look certain to be the future in all kinds of
applications — and Norway is grabbing that opportunity.
Morrow’s factory, or factories, may lose money at first, but in the long run,
they’ll be a benefit to their owners and to Norway — not to mention Western
consumers. Even more crucially, the arrival of a battery factory in Arendal
points to a fundamental reality: that to do the right thing for our supply
chains and, in many cases, the climate, companies need to team up with
unexpected partners, and occasionally with the government too.
In today’s climate, so to speak, business plans can no longer solely focus on
immediate profit.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Germany needs to significantly expand its armed forces — and it’s concluding the
only feasible way to do so is to introduce some form of national service.
Latvia recently did so; Sweden and Lithuania joined Europe’s ranks of
national-service nations several years ago; and even the U.K., which ended
military service long before the end of the Cold War, has floated the idea.
Teenagers, it seems, are in vogue. But rather than merely talking about them, we
should invite them to contribute their ideas to national security.
German Defense Minister Boris Pistorius — the country’s perennially most
popular politician — is trying to fix to an increasingly urgent problem: the
Bundeswehr’s shortage of soldiers.
In recent months, Europe’s largest country committed previously inconceivable
sums to its armed forces, but even the shiniest new equipment is useless without
soldiers. And Germany is already some 50,000 short of the 230,000 to 240,000
soldiers the coalition government wants it to field. (At the end of last year,
the Bundeswehr had 181,174 men and women on active duty.)
Pistorius, much-liked for his pragmatism and for speaking in ways the public can
easily understand, has a practical solution in mind, and that is to create a
“new military service” based on Norway’s selective military service.
The Norwegian system — which I’ve frequently highlighted as a model other
countries could adopt and adapt — sees all 18-year-olds assessed for military
service, with only a small percentage eventually selected. It’s a clever system
because modern militaries don’t need human masses for trench-style warfare, and
the selectivity makes military service extremely attractive.
Sweden adopted a similar model a few years ago, and now Pistorius wants Germany
adopt it too.
But it’s a gamble. What if enough young Germans don’t accept the offer of
military service the way Norwegians so enthusiastically do? What if the
Bundeswehr needs so many soldiers that being selected for military service
doesn’t quite resemble getting a place at Oxbridge? Would the government then
force them to serve?
That’s the Gordian Knot the defense minister must now solve, and the coalition’s
Christian Democratic Union and Christian Social Union on the one hand, and the
Social Democrats on the other are divided on the issue.
The U.K., which also wants to grow its military, faces recruitment challenges
too. At the moment, its armed forces comprise 148,230 active-duty personnel, and
they have fallen short of recruitment targets. Even though the armed forces have
produced some truly impressive recruitment advertisement campaigns in recent
years, the numbers refuse to leap.
The issue is much the same in other European countries that don’t have military
service. Even some that do haven’t managed to make the prospect of serving
(including signing up for active duty after competing military service) quite as
attractive as Norway does. One-quarter of Norwegian conscripts go on to active
duty.
Sweden and Lithuania joined Europe’s ranks of national-service nations several
years ago. | Artur Reszko/EPA
But there’s a solution: Ask the teenagers.
Discussions around military service naturally focus on what might work, what
should work, how the youngsters might respond, how they can be incentivized to
participate and much else. But the teenagers themselves aren’t consulted.
Imagine if they were. Just as we appoint seasoned experts to write
national-security strategies, we could invite young people to participate in
task forces focusing on military service and related matters. Naturally, such
task forces would have to be led by senior government officials, but the rest of
the membership could be comprised by young people of serving age.
In fact, the defense of our countries now hinges on our young people. They have
skin in the game — and just as important, they’re extremely likely to have good
ideas about how military service should be set up. Of course, they wouldn’t be
able to provide recommendations regarding the military training itself, but
they’d be the best possible experts on what might make Gen Z and its successors
want to be part of national security, and what national security should look
like.
This goes beyond what kind of sleeping quarters they might like. For example,
would they consider getting a driver’s license as part of their military
training — as Germany is considering — a significant carrot? How would they get
young tech types interested in the armed forces? What about educating the
general public about what the armed forces do? The latter is a particularly
crucial undertaking now that virtually every European country says it wants to
spend more money on defense but is struggling to get the message out.
Young people might have good, constructive ideas; solutions the rest of us have
failed to think of.
And let’s remember they aren’t just potential national-service participants:
They’re also the future stewards of our countries. Whatever we decide today will
have an impact — whether positive or negative — on the future of our nations.
Let’s get them involved.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Who set fire to the Marywilska 44 shopping mall in Poland last year? In May,
authorities in Warsaw announced they now know the answer, and that the
perpetrators were ordinary civilians recruited by Russia.
The arrangement is very on trend. The Kremlin has been using freelancers to
carry out dirty deeds across Europe with increasing frequency — and those
freelancers can be anyone. The strategy is as sinister as it is effective. It’s
also a law enforcement nightmare.
The fire that ripped through the Polish mall in the early hours of May 12, 2024
had been so fierce, it spread swiftly across the vast facility. By the time
firefighters managed to extinguish the blaze, it had destroyed 80 percent of the
building and the majority of the shopping center’s 1,400 stores.
At first, it seemed massive misfortune had struck the center’s merchants. But
much of the incident was suspicious — accidental sparks rarely travel that far
that quickly. Ever since the fire, police had been investigating.
And on May 11 this year, Polish Prime Minister Donald Tusk finally announced
that the authorities had identified the culprit: “We now know for sure that the
great fire of the Marywilska shopping center in Warsaw was caused by arson
ordered by Russian special services. Some of the perpetrators have already been
detained; all the others are identified and [are being] sought. We will get you
all!” he said.
The following day, Foreign Minister Radosław Sikorski told the BBC: “We have
evidence that they commissioned people living in Poland, they commissioned them
on Telegram and paid them to set fire to this huge shopping mall.”
But this fire is just the latest example of what I call “freelance” gray-zone
aggression: hostile states carrying out harmful acts against other countries
through one-off contractors.
For instance, before Germany’s federal election in February 2024, hundreds of
Germans found their cars sabotaged, their exhaust pipes blocked by insulation
foam and their windows covered in posters with the countenance of then-Greens
leader and Vice Chancellor Robert Habeck. “Be greener!” the signs commanded.
It looked like the work of overzealous party supporters. But police made a
completely different discovery: The sabotage was committed by various small-time
criminals who were recruited by a Russian agent on the messaging app Viber. The
agent had promised — and delivered — payment of €100 per car, one of the
suspects told the police.
And that’s just one example.
Last summer, a parcel burst into flames at a DHL depot in Leipzig. Then another
parcel caught fire in Warsaw — and another in Birmingham. Authorities and
investigative journalists later found that a man in Vilnius had dropped the
parcels off at DHL in the Lithuanian capital. The packages contained cosmetics,
sex toys and massage pillows, and were to be sent to addresses in Britain and
Poland. Two of them exploded on arrival, another during a stopover in Leipzig.
Had they exploded in the air, lives would have been lost.
Then, a few months later, a man in Poland dropped off what turned out to be two
suspicious packages to be delivered to the U.S. — an attempt to scout out future
parcel bomb routes, investigative journalists reported. A month later, three
Ukrainians carried out a similar scheme in Germany. These attempted attacks,
too, were instigated by Russia (in this case, the GRU military intelligence
service) and executed by freelancers recruited via apps.
By the time firefighters managed to extinguish the blaze, it had destroyed 80
percent of the building and the majority of the shopping center’s 1,400 stores.
| Leszek Syzmanksi/EPA
I have also been told with a high degree of confidence, by an entity monitoring
hostile-state activity, that entities affiliated with Russian artillery units
have been identified within Finnish steel facilities.
And last month, homes linked to U.K. Prime Minister Keir Starmer were damaged in
arson attacks that undeniably pointed to Moscow as well. The police charged two
Ukrainians and one Romanian, who conspired with “others unknown.” The latter, a
Russian speaker born in Ukraine, had been studying at Canterbury Christ Church
University while working in construction and as a model.
If a student and part-time model can turn out to be behind a one-off gig for
Russia, so could thousands of others in Britain, Germany, Poland, Lithuania —
essentially any Western country. The gig model works well for Russia because it
allows it to easily recruit freelancers, or “disposable agents” as they’re
sometimes called.
“The more eye-catching shift this year has been Russian state actors turning to
proxies for their dirty work, including private intelligence operatives and
criminals from both the U.K. and third countries,” MI5 Director General Ken
McCallum said last October.
The arrangement works well for the freelancers, too, as they can take on gigs
without committing to a career in the Kremlin’s service.
But as the incidents to date illustrate, this type of gig gray-zone aggression
is highly disruptive and dangerous. We risk the prospect of constant attacks,
while the taskmasters on the other side of the chat watch their gig workers sow
destruction as their own involvement remains virtually impossible to prove, let
alone prosecute or avenge. And they don’t just operate from Russia either —
other hostile states are already using the gig model and are likely to expand
it.
For law enforcement, tackling this problem is almost impossible, especially in
open societies where we don’t track people’s every move the way, say, China
does. But if we all do our part, we’ll at least have a chance of curtailing this
sinister campaign. Citizens can report situations that look unusual, while
companies and authorities can step up the surveillance of their facilities — as
all manner of gig attacks are likely to be carried out around buildings.
Dismantling this new mode of operation won’t be as easy as “see it, say it,
sorted.” However, if most of us decide to be more alert and report our findings,
criminals will be less tempted to do the dirty deeds of hostile states. No doubt
those who have since been arrested now regret their part in this scheme.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
The shadow fleet is a scourge. And ever since Western governments capped the
price of Russian oil, it’s been growing incessantly, presenting the coastal
states along its route with the omni-peril of accidents and oil spills.
All this is enabled by certain flag nations of convenience, which allow these
shady ships to fly their flags. Now, though, a new category of ships is emerging
— one that’s even shadier and harder to reign in: The renegade fleet, which
flies no flag at all.
In the middle of the night on April 10, a mysterious ship approached the Gulf of
Finland. Sailing from the Indian port of Sikka, it was en route to Russia’s
Ust-Luga, a mere 32 kilometers from Narva, Estonia. This wasn’t at all unusual:
Since the West imposed a $60-per-barrel price cap on Russian crude in December
2022, Estonian and Finnish authorities have grown accustomed to shady maritime
visitors, with a skyrocketing number of so-called shadow vessels sailing in and
out of Russia’s Baltic ports.
Usually, these shadow vessels fly flags of convenience, or the newly surging
flags of extreme convenience (as I call them). The latter are the flags of
countries like Gabon, Mongolia, the Cook Islands, the Comoro Islands and
Guinea-Bissau, which have virtually no maritime expertise but have become a
destination for ships that can’t get flagged anywhere else.
But the tanker the Estonians detained, the Kiwala, was different. It flew no
flag at all.
Previously, the Kiwala had been registered in Saint Kitts and Nevis. Then, in
May 2023, as the shadow fleet exploded in size, the owner changed its flag
registration first to Mongolia, then to Gabon and eventually to Djibouti in late
2024. After that, it simply sailed without a flag.
This is a blatant violation of the maritime order. So, as the Kiwala approached
Estonia’s exclusive economic zone (EEZ), the country’s authorities kept a close
eye on it, immediately instructing the vessel to enter territorial waters once
it had entered the EEZ. And while shadow vessels usually take extreme pains to
remain in EEZs, where coastal states have far fewer rights, the Kiwala
remarkably complied.
Once in territorial waters, the ship was swiftly detained by authorities. “The
ship had no flag state. A stateless vessel. Ships like this are actually not
allowed to operate. Estonia exercised its right to detain the vessel for
inspection,” Veiko Kommusaar, head of Estonia’s Police and Border Guard Board
(PPA), told the media.
The detention turned out to be rather necessary, as Estonian authorities
discovered the tanker had no fewer than 40 deficiencies. (Somehow its last
inspection, completed in the Russian port of Novorossiysk in June 2024, had
turned up no deficiencies at all.) Fifteen days later, with its most serious
problems fixed, the Kiwala was allowed to depart, and Djibouti agreed to let it
sail under its flag until May 7.
As of today, however, the Kiwala will likely return to its flag-less existence
because it clearly didn’t hurt business: Since doing away with its flag
registration last November, it’s been transporting crude back and forth between
Russia and southeast Asia. When detained by the Estonians, the vessel was on its
way to Ust-Luga to receive another load of Russian crude. Such is the state of
maritime order today.
Western governments capped the price of Russian oil. | Maxim Shipenkov/EPA
In a perverse sort of way, it’s good the Kiwala was sailing flagless: It means
even flags of extreme convenience found the vessel too risky. Then again, the
fact that this didn’t stop it from sailing at all suggests a troubling reality:
So unconcerned are shadow vessel owners about international maritime rules that
they’re willing to let ships violate the most fundamental commandment of global
shipping.
Under normal circumstances, the Kiwala should have been detained in Ust-Luga,
Sikka, or one of the other Russian or Indian ports where it regularly calls. But
it wasn’t. Instead, its owner, its customers and all these ports tolerated its
blatant violation of maritime rules. They were comfortable because on today’s
oceans, rule-breaking is commonplace and on the rise — whether it’s the shadow
fleet, the mysterious incidents involving undersea cables and pipelines, the
Houthi attacks on Western-linked merchant vessels, China’s maritime harassment
in the South China Sea or its seizure of reefs located in other countries’
waters.
As for the renegade fleet, it poses the same substantial risks as the shadow
fleet — including the fundamental question of what happens in case of an
accident. Ordinarily, the flag state plays a lead role dealing with accidents
(and preventing them). But what happens when there’s no flag?
Law-abiding countries have few options when trying to tackle rule violators in
their EEZs, and virtually none in international waters, but credit to Estonia
for dealing with the Kiwala. Meanwhile, the rest of us can help by naming and
shaming rule-breaking vessels, their owners and managers. We should especially
keep an alert eye on other ships joining the renegade fleet.
For starters, the world should know about Tirad Shipping Inc. — the one-ship
outfit in Mauritius that owned and managed the Kiwala when it entered Estonia’s
waters — and the vessel’s new manager, the Shanghai-based Hong Ze Hu
Shipmanagement Co. Their banks may want to take a closer look at them too
because if they trade in dollars — as they most likely do —they could well be
violating sanctions.
The international maritime order depends on countries and companies adhering to
rules. Today, we’re seeing the broken windows theory play out on the high seas:
lawlessness begetting more lawlessness. It was almost inevitable that the shadow
fleet would be followed by the emerging renegade fleet. But it’s not too late to
stop it in its maritime tracks.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
Last December, just days before the shadow vessel Eagle S reportedly damaged an
energy cable in the Gulf of Finland, a group of Baltic Sea countries and the
U.K. collectively announced they would start inspecting the insurance documents
of suspected vessels.
The countries thought they’d finally found the solution that would allow them to
crack down on shadow vessels without violating any rules, as shadow vessels are
thought to lack proper accident insurance, and the documentation they show
inspectors can be worthless or downright fraudulent.
“The United Kingdom, Denmark, Sweden, Poland, Finland and Estonia are tasking
respective maritime authorities to request relevant proof of insurance from
suspected shadow vessels as they pass through the English Channel, the Danish
Straits of the Great Belt, the Sound between Denmark and Sweden, and the Gulf of
Finland. Information collected by the participating states, including relating
to those vessels that choose not to respond to requests, will be assessed and
acted upon together with our international partners,” they declared.
But insurance inspections alone won’t solve the problem.
The idea itself was sensible, as Western insurers — known as P&I clubs —
massively dominate maritime accident insurance and aren’t allowed to insure
sanctioned vessels. So, if a shadow vessel was asked for insurance
documentation, which is mandatory for all commercial vessels, it likely wouldn’t
be able to show any, providing officials with a perfectly legitimate reason to
ask it to leave — or so the reasoning went.
Nine days later, however, the Finnish Coast Guard observed the Eagle S
performing mysterious movements on top of the EstLink 2, the undersea
interconnector linking Finland and Estonia. A suspected shadow tanker flagged in
the Cook Islands — a shadow vessel favorite — the Eagle S has also been
greylisted and blacklisted by the international organizations that document ship
safety. Thus, the Finns dramatically boarded and seized the vessel, detaining
its crew.
Alas, catching shadow vessels in the act of cutting cables like this is, and
will, remain the exception. Far from sabotaging cables, most shadow vessels
simply sail through other countries’ waters in all their unseaworthy glory,
posing risks wherever they go — another reason why it makes so much sense for
affected nations to inspect insurance documentation.
But even though Finland and Denmark have been inspecting insurance certificates
ever since, the darndest thing has happened: Virtually every time a shadow
vessel has been stopped for inspection, it seems the officer in charge has been
able to produce the requested documents. Of course, the documents in question
may not actually be proof of functioning insurance — in fact, they might be
little more than a piece of paper.
Sundry commentators and social-media users have reacted to the shadow fleet’s
blatant and extremely regular journeys through the Baltic Sea by suggesting the
coastal states ought seize these vessels, or even sink them, and detain their
crews, but it’s not as simple as that either. Stopping shadow vessels is
actually far more complicated due to global maritime rules — rules that are
violated by shadow vessel owners but should nonetheless be observed by Western
countries.
So, as the public grows increasingly frustrated that hundreds of rules-busting,
dangerous ships keep sailing the Baltic Sea — and in some cases the English
Channel — posing enormous risks to other vessels and the maritime environment,
our governments should focus more on finding the shady operators behind the
shadow fleet. And while we’re at it, everyone with investigative skills can help
identify them too.
The maritime world is based on professionalism. Coast guard officers merely
ensure ships carry insurance certificates — they’re not in a position to
investigate the veracity of the information, let alone whether the purported
company exists.
The Finnish Coast Guard observed the Eagle S performing mysterious movements on
top of the EstLink 2, the undersea interconnector linking Finland and Estonia. |
Jussi Nikari/Lehtikuva/AFP via Getty Images
Last month, for example, one such insurance outfit — Ro Marine — attracted the
attention of Norway’s financial inspectorate. Based in Norway and led by a
Russian businessman based in St. Petersburg, the company says it insures 250
ships, but according to a report from Norway’s national broadcaster NRK and the
Danish investigative journalist group Danwatch, 70 of them belong to the shadow
fleet and 40 of them are sanctioned.
Ro Marine also claims to be certified in Norway, but the report states that the
documentation allegedly proving this is fake. The company even purports to be
located at the Norwegian Shipowners’ Association’s office in Oslo, which is a
lie. And in early March, when a Ro Marine-insured ship left Russia, sailing
through the Gulf of Finland, the Baltic and passing the Danish Straits, its crew
was able to show an insurance certificate and sail on.
And rogue insurance is a serious risk on the high seas. “it’s not simply that
these vessels lack adequate insurance that protects their own assets,” said
Simon Lockwood, head of the shipowner practice at global insurance broker WTW.
“The costs fall back to the innocent parties, and they suffer the financial
burden of the actions of rogue operators.” If a Ro Marine-insured ship had hit
another vessel, for instance, the other vessel would have struggled to receive
compensation.
Shipping used to be chaotic and Darwinian. But over the past century,
governments built an impressive edifice of rules, treaties and conventions to
make the high seas safer for all involved. The shipping sector added its own
rules too, and insurance is part of this construct. Though, again, it mostly
depends on voluntary compliance.
The Baltic Sea nations and Britain can call on the owners and crews of shadow
vessels to obey the rules; they can call on Russia to obey the rules; they can
inspect insurance certificates all they want. If someone has their mind set on
subverting the maritime order, no agency can stop them. There are no global
maritime police, let alone global maritime court.
But we’re not at the complete mercy of these rule-breakers. Everyone with
investigative skills can help restore some manner of maritime order by
researching the shadow fleet’s activities. The companies and individuals who
sell ships into the fleet, the companies and individuals who buy them, the
operators who set up bogus insurance outfits — none of them want their
activities to be known.
Let’s expose them.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
What happens in Svalbard doesn’t look like it’ll be saying in Svalbard.
The archipelago is located nearly 1,000 kilometers from Norway’s northernmost
city, Tromsø, and is home to just 3,000-or-so people. In recent years, however,
Russia has repeatedly used it to experiment with different provocations. And
now, the Kremlin has accused Norway of militarizing the archipelago, creating a
potential pretext for military action.
Svalbard is indisputably remote as well as cold, but the archipelago is
strategically positioned, and Russia could well decide to use it as a test case
— which means it’s time we start keeping a closer eye on Svalbard.
Svalbard, or Spitsbergen as it’s also known, has been inhabited by humans ever
since whalers discovered the archipelago in the 1600s. And after coal was
discovered there in the late 1800s, the islands’ attractiveness grew further. In
fact, it grew so much that the world’s nations had to decide which country
Svalbard should belong to, and the winner was, unsurprisingly, Norway — the
country located closest to it (though 930 kilometers is some distance away).
In the Svalbard Treaty — which was signed by Norway, the U.S., the U.K., Sweden,
Japan and a small number of other countries in 1920 — Norway was awarded the
archipelago, and in exchange, it promised to allow citizens and companies from
the other signatory countries to live, work and operate there. It also promised
not to militarize Svalbard.
The Soviet Union signed the treaty in 1935 and proceeded to organize a Soviet
presence centered around the coal mines it ran there. In fact, the Soviets built
a model village that functioned like a mini-Soviet Union until 1998, when
Russia’s Arktikugol closed its Svalbard mines and the company town Pyramiden was
hastily abandoned. (To this day, Pyramiden is a ghost town that looks pretty
much the same way it did in 1988.)
But Russia didn’t completely leave Svalbard.
Rather, in recent years, Russian officials and other representatives have been
conducting various manifestations on the archipelago. For example, in 2015,
Deputy Prime Minister Dmitry Rogozin — who had been sanctioned by the West —
landed on Svalbard without Norway’s permission and proceeded to mock Norwegians
on social media. Then, on May 9 2023, Russians conducted a military-style
Victory Day parade led by their consul general, the Barents Observer reported.
Last year, Arktikugol’s director and others planted Soviet flags in Pyramiden.
And now, the Kremlin has issued a complaint against what it calls Norwegian
militarization of Svalbard.
In a meeting with Norway’s ambassador to Russia earlier this month, senior
officials from Russia’s Ministry of Foreign Affairs noted that “contrary to the
international legal regime established by the 1920 Svalbard Treaty, which
provides for the exclusively peaceful development of the archipelago and
prohibits the use of its territory for military purposes, the area is
increasingly involved in Norway’s military and political planning with the
participation of the US and NATO,” TASS reported.
The state-owned Russian news agency also quoted the ministry as claiming
“dual-purpose facilities are operating on the archipelago, allowing, along with
civilian tasks, to perform military ones, including combat operations on the
territory of third countries.”
The facts, however, are these: Svalbard isn’t involved in Norway’s “military and
political planning.” There’s no Norwegian military use of the archipelago — and
especially no such use by NATO or the U.S. The Svalbard Treaty prohibits naval
bases and military fortifications, and there are no such installations on any of
the islands — though Norwegian naval vessels do patrol the waters around the
archipelago, and the Norwegian armed forces assist local authorities’ crisis
response, as happened in 2017, when a Russian helicopter crashed near Svalbard’s
largest town, Barentsburg.
Although Svalbard may be extremely remote, what happens there won’t stay there.
| Jonathan Nackstrand/AFP via Getty Images
Rather, the party upsetting the apple cart is Russia, which seems to resent the
demise of its Soviet glory days on Svalbard. More troublingly, the Kremlin also
seems to view the archipelago as a place to test new ways of asserting itself
and undermining the West. A sanctioned Russian official arriving on Svalbard
without permission, the head of Arktikugol planting a Soviet flag and a Victory
Day parade (even though the Nazis never occupied Svalbard) — these are all
unsubtle provocations the Norwegian government can do little about.
And now the Kremlin has upped the ante.
In accusing Oslo of violating the Svalbard Treaty, Russia has given itself the
option of responding to this alleged violation. It’s a move that follows
Moscow’s playbook in Ukraine, where it has, at various points, claimed to be
responding to Ukrainian misdeeds. And while Norway can insist it’s not violating
the Svalbard Treaty, that’s hardly going to convince a regime that’s
operationalized peddling untruths.
How might Russia respond to Norway’s alleged infraction? It’s impossible to
know. But one thing is certain: Although Svalbard may be extremely remote, what
happens there won’t stay there.
NATO members and other allies would do well to start thinking about how they’d
respond if Russia took action against one of its most remote geographies. There
are even things ordinary citizens can do too — such as visiting the archipelago
to demonstrate they’re paying attention.
Elisabeth Braw is a senior fellow at the Atlantic Council, the author of the
award-winning “Goodbye Globalization” and a regular columnist for POLITICO.
It was devious, the campaign German authorities uncovered in early February.
First, it was one car, then another, then a few more; eventually the tally came
to hundreds. They were sabotaged by four men, supposedly in support of the
country’s Green Party. As it turns out, though, these men weren’t green
activists at all — the real instigator of the serial sabotage was Russia.
This is far from the only case of geopolitically linked harm we’ve seen in
recent months. And it’s time European countries, as well as companies, started
keeping a much closer eye on potential saboteurs in our midst.
In total, the perpetrators in Germany sabotaged 270 cars parked on city streets,
spraying insulation foam into the cars’ exhaust pipes, rendering them immobile.
To complete their anti-car campaign, the perpetrators stuck posters on the cars,
with the command: “Be more green!” alongside the image of Vice Chancellor Robert
Habeck.
It looked like the work of overzealous climate activists trying to drum up
support for Habeck’s Greens ahead of Germany’s national elections on Feb. 23.
But alert police officers outside Berlin solved the mysterious case when they
spotted a group of men driving suspiciously. And the men — a German, a Romanian,
a Serb and a citizen of Bosnia-Herzegovina — turned out to be guns for hire. One
of them even told the police they’d been contracted by a Russian who paid them
€100 per sabotaged car, plus an advance of several thousand euros.
Although German investigators haven’t been able to prove the sabotage was
instigated by the Kremlin — and may never find such proof — it’s important to
remember that it would be in Russia’s interest to discredit the staunchly
pro-Ukraine Greens.
But the car campaign is far from the only case of geopolitically motivated harm
we’ve seen recently: Incendiary parcels intended for airliners have turned up at
DHL’s logistics hub in Leipzig. Unknown perpetrators have tried to break into
water plants in Finland and Sweden. There have been suspicious fires at shopping
centers and warehouses in various European countries. Unidentified drones have
been keeping watch of defense manufacturing plants. Undersea cables have been
malfunctioning at galloping rate in the Baltic Sea, Taiwanese waters and
elsewhere. There was even a Russia-linked plot to assassinate Armin Papperger,
the CEO of the German arms manufacturer Rheinmetall.
Individuals trying to harm our countries are, in fact, stalking our streets
every day. They can strike anywhere, against any target, and they use tools of
their choosing. Retired Russian military intelligence officer Sergei Skripal’s
would-be assassins used the state-controlled nerve agent Novichok; the exhaust
pipe saboteurs in Germany used insulation foam. You get the idea: Anything can
be a weapon, from the sophisticated to the rudimentary.
And these perpetrators are almost never agents of the state. The ships suspected
of cutting cables in the Baltic Sea, for instance, are regular merchant vessels;
their crews aren’t employees of a hostile government. What’s more, the forceful
response from Western governments to the Skripal poisoning and the Ukraine war —
which has since included the expulsion of nearly 1,000 Russian diplomats, most
of them spies — has resulted in more freelancers carrying out hostile Russian
activity.
There was even a Russia-linked plot to assassinate Armin Papperger, the CEO of
the German arms manufacturer Rheinmetall. | Ina Fassbender/Getty images
“The more eye-catching shift this year has been Russian state actors turning to
proxies for their dirty work, including private intelligence operatives and
criminals from both the U.K. and third countries,” MI5 Director-General Ken
McCallum warned last October. And these freelance arrangements will only
increase.
It’s a chilling reality, knowing that an army of helpers roams our streets on
behalf of hostile states. It means we must try even harder to protect ourselves.
We must keep a closer eye on what’s going on around us, on potentially harmful
developments, on individuals who have no legitimate reason to be walking our
streets.
And “we” isn’t just MI5 and similar government agencies — it’s everyone.
For example, while defense contractors have every right to hope the government
will keep them safe, the police and secret services don’t have the capacity to
monitor every location all the time, especially since any company — defense
contractor or not — is a potential target. The simple fact that Russia and some
other hostile countries have decided to use nonmilitary means (so-called hybrid
or grey-zone aggression) to harm Western nations means that trying to detect
threats as early as possible is now in the best interest of companies too.
Granted, since these would-be saboteurs aren’t employees of hostile governments,
it’s hard to identify their intentions. And being on constant look-out for
threats could stoke paranoia. But in today’s environment, not doing so is naïve.
As citizens we need to be aware of our surroundings. Last November, Taiwan’s
coast guard launched a “people power” initiative, encouraging citizens to report
suspicious behavior in nearby waters. It follows a similar initiative launched
by Sweden four years ago.
Companies, meanwhile, have a duty to their employees and shareholders to protect
themselves to the largest extent possible. Indeed, shareholders may come to
expect annual reports to contain information about the measures a company has
taken to monitor threats. And stating that such threat detection is the
authorities’ job won’t do much to convince worried shareholders.
In “The Open Society and Its Enemies,” the eminent philosopher Karl Popper
brilliantly describes the dangers extremist ideologies pose to our open
societies. And while we may soon see more such dangers return to Western
nations, today we already have enemies, with various motivations, operating
within our borders, seeking to harm us. It’s in all our interest to help stop
them.