Geopolitical interview

The Hidden Architecturesof a Changing World

Gérard Vespierre

Geopolitical analyst and speaker, founder of the website Le Monde Décrypté.

Interview conducted by Julien Laurenceau Porte

Gérard Vespierre, geopolitical analyst, portrait
Photo: Le Monde Décrypté

Introduction

The international system suffers less from a lack of concepts than from a blurring of their boundaries. At what point should an intermittent confrontation be called a war? What protection does the “nuclear umbrella” still provide when a non-nuclear state can directly strike a country that possesses atomic weapons? Does a regional alliance create an additional source of instability or can it, on the contrary, help contain the threat through deterrence? Between war and peace, power and vulnerability, alignment and autonomy, inherited categories remain useful, but they are no longer always sufficient to describe what states actually do.

The confrontation between Iran and Israel, the war in Ukraine and the recomposition of alliances around powers such as India appear to follow distinct dynamics. Yet they all raise the same question: by what means can one state still coerce, deter or attack another? Here, nuclear power coexists with conventional missiles and anti-drone systems; there, the duration of the conflict raises questions about Russia’s ability to extend the war into Europe through conventional means, while cyberattacks, sabotage and drones open other avenues of destabilisation. Elsewhere, membership of the BRICS does not preclude military cooperation with the United States or participation in the QUAD.

It is on the assumptions underlying these interpretations that Gérard Vespierre focuses his analysis. Throughout the interview, he does not necessarily accept the terms of the questions: he corrects them when he believes the facts require a different formulation. In his view, Israel and Iran are no longer at risk of tipping into open war: they have already entered it. He also cautions against confusing the return of conventional war in Europe with a Russian capacity to expand it—a capacity that, in his view, the results achieved in Ukraine do not justify taking for granted. Likewise, he sees Indian strategy as a simultaneous diversification of alliances rather than mere bargaining between blocs.

One of the most substantial shifts concerns deterrence. In his analysis, the Iranian strikes on Israel test the idea that possessing nuclear weapons provides absolute protection against a large-scale conventional attack. This interpretation calls for a reassessment of missile and drone defences, but also for forms of conflict too readily set apart to be considered together: nuclear power, conventional war, conventional strikes and hybrid warfare. The same refusal of simplistic oppositions runs through his conception of alliances. Regional coalitions may, in his view, contain a threat rather than exacerbate it, while the limitations of the United Nations stem primarily from the sovereignty of the states that decide to wage war. As for the drivers of conflict, he locates them less in an isolated financial or technical mechanism than in the persistence of political ambitions, ideological constructions, religious drivers and territorial disputes.

Understanding contemporary disorder therefore requires us less to christen each crisis with a new concept than to observe, with precision, the means by which states defend, exercise or seek to expand their power.

Interview

01JLP Décryptage

The architecture of deterrence in the Middle East has crossed a critical threshold with the recent exchanges of direct strikes between Iran and Israel, bringing the region out of the era of “shadow war”. How does this development redefine the mechanisms of deterrence and the conditions under which a crisis can now tip into open conflict?

Gérard Vespierre

Allow me to begin with the second part of your question. We cannot tip into an open conflict…! We are in a fully open conflict! Not since 28 February 2026, but since 2025 and what was called the 12-day war in June…. Eleven days of Israeli bombing of Iranian territory, after the destruction of Iran’s air defence systems. Then one day of American bombing of the nuclear sites…. We were at war last year. We are even more so in 2026, with 40 uninterrupted days of American-Israeli bombing and 13 nights of American bombing during a ceasefire….. Of course, there is a fundamental difference in the ‘management of wartime’ between a continuous, permanent war, lasting for more than four years in Ukraine, and the military operations in Iran. The latter take place within ‘windows of time’: 12 days, then 40 days, then 13. But the scale of the destruction (more than 10,000 targets hit), the elimination of leaders, including the highest-ranking one, and Iran’s regional responses lead us to speak of war in the true sense.

Let us now return to the first part of your question, concerning the exchanges of direct strikes between Israel and Tehran. The first took place in April 2024, after an Israeli strike in Damascus on an official Iranian building, killing senior officers of the Revolutionary Guards. The FUNDAMENTAL strategic fact of the Iranian response, involving 300 drones and missiles launched at Israel, was almost entirely ignored. For the first time in contemporary history, a non-nuclear power, Iran, was carrying out a large-scale conventional attack on a country possessing nuclear weapons… Israel has approximately 80–90 nuclear warheads, as well as delivery systems, land- and sea-based missiles!!! Tehran dared to take such a decision because its military and political command knew that their country would not face a nuclear response…!!! This amounts to saying that it is now established that a ‘non-nuclear’ country can launch a major conventional attack against a nuclear-armed country. It also means that the nuclear umbrella is not a total guarantee… The concept of the nuclear umbrella should therefore be narrowed to a potential conflict between two countries that both possess nuclear weapons….

Consequently, this validates the concept and deployment of anti-missile and anti-drone systems, each with different levels of capability and performance.

These situations also lead us to consider the possibility of one nuclear power attacking another—an ultimate act of intimidation—with a limited number of conventional, non-nuclear warheads, without necessarily risking a nuclear response…. Are there not holes in that umbrella? Vast questions….!

The direct strikes between Iran and Israel did not merely bring those states out of the shadow war, as you put it. It seems to me that those strikes brought the global military sphere, and the realm of nuclear deterrence, into a vast grey area…!

02JLP Décryptage

The war in Ukraine has marked the return of industrial warfare and territorial conquest in Europe. Beyond the military outcome of the conflict, how does this brutalisation of power relations compel the European Union to rethink its model of power, long based on economic influence and law, in the face of the return of military logic?

Gérard Vespierre

If you will allow me, I shall interpret your expression ‘industrial warfare’ as meaning ‘large-scale conventional war’.

In the military field, as in many others, one must be very cautious and meticulous in the use of words and concepts. To do so, we must move from the realm of ideas—‘the return of large-scale conventional war’ in Europe—to a concrete analysis of the situation. Russia did indeed initiate a conflict, without any real cause, by invading Ukraine with a powerful conventional military force estimated at 180,000 troops. Four and a half years later, Russia’s positions in Ukraine differ very little from what they were at the end of 2022…

Consequently, Russia has demonstrated that it could not contemplate a conflict of the same kind—‘large-scale conventional war’—against a European area of 450 million inhabitants, or even 520 million including Great Britain, when it has been unable to dominate a country of 40 million, Ukraine. Attack a Baltic country? Forces would have to be assembled, and that would be detected, so proportionate deterrent actions, political and otherwise, could be undertaken.

On the other hand, it can initiate and wage a hybrid war of destabilisation through unclaimed cyberattacks, flights and possibly strikes by unidentified drones, or even acts of sabotage of all kinds. That is what national armed forces, NATO structures and populations must prepare for.

03JLP Décryptage

What we are observing is less a process of ‘deglobalisation’ than a fragmentation of globalisation into variable spheres of cooperation, in which middle powers such as India, Brazil or the Gulf states trade their alignment. How does this variable geometry of ‘transactional non-alignment’ challenge the effectiveness of sanctions regimes and the West’s ability to impose an economic order?

Gérard Vespierre

I do not see any precise facts that substantiate this question. Every state is transactional, I dare say, by nature. India is a member of the BRICS while conducting very active security and military cooperation with the United States through the QUAD and the 2+2 meetings, which bring together the defence and foreign ministers. Purchases of American military equipment and technological cooperation began in the 2010s. New Delhi must consolidate its alliances while taking account of its rivalry with China.

India has also signed the IMEC agreement (India–Middle East–Europe Corridor), designed to compete with China’s Belt and Road routes.

Among the ‘middle powers’, therefore, there is a strategy that might be better described as ‘keeping two irons in the fire’, or pursuing both ‘at the same time’, rather than alternating bargaining.

04JLP Décryptage

The weakening of universal institutions such as the United Nations is now an established fact. The real break lies in the proliferation of ad hoc coalitions and minilateral security agreements. To what extent does this dynamic constitute a pragmatic response to the impotence of multilateralism or, on the contrary, an accelerator of systemic instability?

Gérard Vespierre

The mission of preventing wars is not among the objectives of the United Nations, for the simple reason that decisions to go to war are made by states, and by states alone, according to their interests. The institution has no means of opposing them. The states engaged in warlike initiatives are themselves, moreover, part… of the United Nations.

Historically, as early as the 1960s, the United Nations was unable to prevent any conflict in the Middle East or Africa.

The security alliance, for example, that has just been concluded between Saudi Arabia, Pakistan and Türkiye is primarily designed to deter the Islamic Republic of Iran from contemplating coordinated actions against Saudi Arabia that would entail its participation. As a regional alliance, it is not an accelerator of instability—quite the opposite. It is intended to be a deterrent.

The security rapprochements in the Pacific region between India, Japan, Korea and Australia are intended to deter China from embarking on a Taiwanese adventure….

05JLP Décryptage

In an international system where crisis-management mechanisms are increasingly out of sync, which current flashpoint—whether maritime, financial or linked to the collapse of a pivotal state—now presents the highest risk of triggering an uncontrollable domino effect? Through what mechanisms could this crisis spread far beyond its original theatre?

Gérard Vespierre

The highest risk has been, is and will remain the… politico-ideological risk. The First and Second World Wars, including the Japanese imperialist vision. The wars in the Middle East revolve around a religious issue…. The outbreak of the war in Ukraine stems from ideological and political considerations involving the idea of a Greater Russia, a return to Empire and an exacerbated Russian nationalism.

In the context of the war in Ukraine, what reason could Russia have for extending the geography of the conflict westwards? To weaken the European Union, to try to reduce or even sever the link between the United States and Europe. That would stem from a geostrategic intention, a conceptual vision, but by no means from a real risk related to potential European aggression against Russia that Russia could pre-empt. NATO’s tanks are those of each member state. Since the end of the Second World War, no European tank has headed east. We can add, however, that Russian tanks were seen in the Berlin Blockade in 1948, in Budapest in 1956, in Prague in 1968… and heading towards Kabul, the capital of Afghanistan, in 1979…. A decennial rhythm….

There is no threat of Taiwan invading China; no one is prepared to wager that the reverse is impossible. Beijing’s threat stems from a political and ideological vision, in the name of absolute centralism.

The risks of war and its extension are therefore relatively invariant, and are structured around the pairing of ideology (secular or religious) and border disputes.

About Gérard Vespierre

Gérard Vespierre speaking at a conference
Gérard Vespierre speaking at a conference. Source: Gérard Vespierre’s LinkedIn account.

Gérard Vespierre is a geopolitical analyst and speaker. In 2018, he founded the website Le Monde Décrypté, where he develops an analysis of international relations structured around arcs of crisis, with particular attention to the Middle East and the strategic issues arising from it. His articles have notably been published by La Tribune, Revue Défense Nationale, Le Point and Le Monde.

He also works as a consultant and analyst for several television channels and radio stations, including France Info, France 24, i24NEWS, CNEWS and BFM. His work as a speaker has led him to give talks at institutions including ISC Paris, Paris Dauphine University and Paris Business School.

His career combines geopolitics, corporate strategy and international development. He served as a department director at 3M from 1970 to 1990, then as a founding partner of GAM between 1993 and 2010, working on SME development and French and international strategy. Since 2012, he has also been an Associate Partner at Strategic Conseils, where he works in analysis, strategic planning, and sales and marketing strategy for small and medium-sized businesses.

Gérard Vespierre is a graduate of ISC Paris. He also holds a master’s degree and a postgraduate DEA in finance from Paris Dauphine University.

Interview conducted by Julien Laurenceau Porte

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