A new intelligence report on the key trends and uncertainties in the future strategic environment for the United States warns of a series of “global challenges” that will strain societies and deliver shocks that could be catastrophic, including technological disruption, financial crises, and disease.
The structural forces that set the parameters for the assessment are in the broad categories of demographics and human development, the environment, economics, and technology. These include climate change and environmental degradation, continued pressure for global migration, financial crises and mounting national debt levels, new infectious diseases along with a rise in drug-resistant infections, and novel technologies such as artificial intelligence and synthetic organisms with potential application in weapons.
The report warns that these trends will all contribute to “widespread strains on states and societies as well as shocks that could be catastrophic.”
“These structural drivers may rebound in unpredictable ways, affording some countries the opportunity to rise to these challenges and even prosper, while others, burdened by a confluence of less supportive trends, will struggle,” the report states.
Compounding the structural factors are the forces of disequilibrium, fragmentation, and contestation, which include issues like greater division and strife at a local, national, and international scale. These include rising pessimism and distrust of government, with social media-driven hyperconnectivity having the potential to exacerbate divisions and fuel crises of leadership, the report states.
Another important trend the report identifies is the decline of democracy and the rise in autocracy, noting that “the wave of democratization that surged around the world after the end of the Cold War has crested, and aggregate global levels of democracy have begun to decline in recent years.”
Some countries are seeking to fan the flames of this trend, the report argues.
“Externally, China, Russia, and other actors, in varying ways, are undermining democracies and supporting illiberal regimes. This support includes sharing technology and expertise for digital repression,” the report notes.
Democracy Versus AutocracyThe notion of a world at a key crossroads between democracy and autocracy has been raised repeatedly by President Joe Biden, who in remarks at the virtual Munich Security Conference in February said: “We’re at an inflection point between those who argue that, given all the challenges we face—from the fourth industrial revolution to a global pandemic—that autocracy is the best way forward, they argue, and those who understand that democracy is essential—essential to meeting those challenges.”
Possible ScenariosOne of the intelligence report’s scenarios that ties into this theme is called “Renaissance of Democracies.” It describes the world in 2040 as “in the midst of a resurgence of open democracies led by the United States and its allies,” with increasing curbs on personal liberties in China and Russia prompting innovators and entrepreneurs to flee and seek refuge in Europe and the United States.
Under this scenario, public–private partnerships flourish in the United States and other free societies, with rapid technological advancement transforming the global economy, raising incomes and improving the quality of life for millions across the world.
Another scenario, called “A World Adrift,” sees an increasingly belligerent China expanding its military footprint in Asia though unable to mount a successful challenge to global leadership, while developed nations are on the back foot due to political turmoil, tepid economic growth, and increasing social divides.
In this scenario, China ramps up its disregard for international rules and norms, further undermining international cooperation while pulling some failing states closer into its orbit with promises of market access and other benefits, leaving the international system “directionless, chaotic, and volatile.”
A scenario driven by “cascading global challenges” rather than shaped by the U.S.–China rivalry, is called “Separate Silos,” which sees globalization breaking down and the world fragmenting into smaller economic and security blocs, with international trade disrupted and supply chains reoriented.
“To maintain domestic stability in this world, states adopt mixed political models combining elements of democracy and authoritarianism, increasing surveillance and potentially repression,” the report states.
Another scenario, called “Tragedy and Mobilization,” sees the world “in the midst of a global catastrophe,” leading to a wave of unrest spreading across the world and sparking revolutionary disruption and change.
The report doesn’t indicate which scenario its authors believe may be most likely.