The Changes to Come

THEORY & GAMES

Philip Morande

8/28/202612 min read

The Changes to Come

Major historical transformations are much easier to identify after they have occurred. Historians can divide periods into eras, locate turning points, identify structural changes, and reconstruct causal relationships with the benefit of hindsight. Those living through such transformations face a different reality. They experience wars, elections, economic crises, technological disruptions, migration movements, military reorganizations, and political instability as apparently separate events, without knowing which will eventually prove historically significant.

This creates a fundamental problem. If history is useful only for explaining the past, its analytical value for understanding periods of transformation remains limited. Applied History begins from a different premise: historical knowledge can be used not to predict the future, but to identify patterns, pressures, and structural transformations while they are still developing.

The distinction is essential. Applied History is not prophecy. It does not assume that because something occurred before, it must occur again, nor does it claim that historical processes follow predetermined stages. Instead, it asks whether historical experience can help identify when apparently disconnected developments are beginning to form part of a larger transformation.

The international system today presents precisely this problem. War has returned to Europe. The Middle East remains unstable and has again required substantial American military involvement. China continues increasing pressure around Taiwan. Military technology is changing rapidly through drones, precision weapons, artificial intelligence, cyber operations, autonomous systems, and increasingly sophisticated missile capabilities. At the same time, the United States is attempting to move away from the role of universal security guarantor and toward an international order in which regional powers assume greater responsibility for their own security.

None of these developments proves that a systemic conflict is approaching. The question is different: are we observing several independent crises, or the early stages of a broader transformation in the organization of international power?

I. Applied History and Political Geography

Applied History becomes especially useful when combined with political geography. History provides the temporal dimension of change; geography establishes the physical and strategic space within which that change occurs. Political orders do not evolve in abstraction. States occupy territory, defend borders, depend on trade routes, compete for resources, protect populations, and respond to the opportunities and constraints created by their geographical position.

Geography does not determine political outcomes, but it influences the choices available to political actors. Russia's relationship with Eastern Europe cannot be separated from geography. China's strategic problem cannot be separated from Taiwan, the First Island Chain, and maritime access to the Pacific. The strategic importance of the Persian Gulf cannot be separated from energy routes and the Strait of Hormuz. The security calculations of Japan, South Korea, Australia, India, and Turkey similarly emerge from their positions between larger centers of power.

Applied History and political geography therefore complement each other. Historical experience can reveal how systems respond to pressure, while geography helps identify where those pressures are accumulating and how they may travel from one region to another. This becomes particularly important during periods in which the existing distribution of power is changing. The central question is no longer merely which state is stronger, but whether the institutions, alliances, military structures, and geographical arrangements inherited from the previous order remain capable of managing the pressures of the emerging one.

II. Migration as a Warning Variable

Large population movements provide one possible indicator of structural pressure. They are not, by themselves, causes of geopolitical transformation. Wars, economic collapse, political persecution, demographic pressures, criminal violence, and institutional deterioration can all produce migration independently or simultaneously. Yet when large populations begin moving within relatively short periods at a human historical scale, something significant is occurring beneath the political surface.

Migration can therefore function as a warning variable within Applied History. It may signal that economic, political, or security conditions have deteriorated sufficiently for large numbers of individuals to abandon their existing environments. Syria, the consequences of the Arab Spring, instability across parts of Africa, and economic and security crises in Latin America offer different examples.

Once migration begins, however, it can also transmit pressure outward. Receiving states must respond through housing, labor markets, border policy, public services, security institutions, and political systems. Migration therefore becomes both a consequence of structural stress and one mechanism through which the effects of that stress can escape their original geographical location.

For this argument, migration is therefore not the destination of the analysis. It is one warning sign that something deeper may be changing inside regional systems.

III. Semi-Enclosed Regional Security Systems

The concept of semi-enclosed regional security systems describes regions that increasingly develop their own strategic dynamics. Local powers compete for influence, construct alliances, balance neighboring states, intervene in peripheral conflicts, and assume responsibilities previously exercised more heavily by external powers. These systems are semi-enclosed because their internal conflicts are predominantly regional, while outside powers continue to influence them without necessarily controlling their evolution.

The Middle East increasingly illustrates this process. Saudi Arabia, Iran, Israel, Turkey, the United Arab Emirates, and other regional actors pursue strategies that cannot be understood simply as extensions of American, Russian, or Chinese policy. Similar processes are visible elsewhere as the international order becomes progressively more regionalized.

But semi-enclosed does not mean isolated. Regional systems remain connected through migration, trade, energy, military commitments, technology, alliances, and geography. Normally, those connections do not transform regional crises into global ones. The international system retains mechanisms for compartmentalization. A conflict can remain primarily European, Middle Eastern, African, or Asian even when outside powers participate indirectly.

The greater danger emerges when several regional systems experience severe stress simultaneously.

IV. When Regional Systems Begin to Overlap

The present international environment contains precisely this possibility. Russia's war against Ukraine has transformed European security and forced NATO states to reconsider defense spending, industrial capacity, military readiness, and the long-term character of their relationship with Moscow. At the same time, European governments increasingly confront hybrid threats involving cyber operations, sabotage, infrastructure vulnerabilities, political interference, and other forms of pressure below the threshold of conventional war.

The Middle East represents another system under severe stress. The current U.S.-Iran conflict has required sustained American military resources and affected energy flows through the Gulf. Even a military as powerful as that of the United States possesses finite personnel, platforms, ammunition, maintenance capacity, industrial output, and deployment cycles. Every additional commitment therefore carries an opportunity cost elsewhere.

Meanwhile, the Indo-Pacific remains the theater Washington identifies as central to the long-term balance of power. American strategy increasingly emphasizes deterring China while expecting allies in other regions to assume greater responsibility for threats closer to them.

This simultaneity problem is central to Applied History.

The danger is not that Russia, Iran, China, and North Korea must form a unified command or coordinate a global conflict. They do not need to. Strategic interaction can occur without centralized coordination. One actor can observe that another crisis has diverted American attention and simply conclude that the cost of acting has temporarily declined.

Regional conflicts can therefore become connected through opportunity.

V. From Global Policing to Strategic Prioritization

This possibility becomes especially important because the United States is undergoing a strategic transition of its own. Washington is gradually moving away from the model in which American power served as the principal security guarantor across multiple regions simultaneously. The emerging approach seeks greater burden-sharing, stronger regional allies, and increasing concentration of American strategic attention on the Indo-Pacific and China.

This is not necessarily isolationism. It is closer to selective engagement within a more regionalized international system. Allies remain essential, but they are increasingly expected to assume greater responsibility for their own security environments while Washington prioritizes those threats it considers most consequential.

The difficulty lies in the transition: the United States is attempting to leave the era of global policing while still carrying many of the obligations created by it.

Europe remains dependent upon important American military capabilities even as European states rearm. Middle Eastern crises continue drawing American forces despite repeated attempts to reduce Washington's regional exposure. South Korea and Japan remain anchored to American deterrence, while Taiwan's security remains closely connected to U.S. military power.

American supremacy therefore does not have to disappear for the strategic environment to change. The more immediate problem is concentration. A military capable of overwhelming an adversary when concentrated in one theater faces a very different strategic calculation when ships, aircraft, interceptors, intelligence assets, logistical networks, industrial production, and political attention must be distributed across several theaters simultaneously.

The danger is not necessarily the end of American military supremacy. It is the declining ability to concentrate that supremacy wherever it is required at the same moment.

VI. China and the Strategic Window

China makes this problem particularly important because it is not simply another regional adversary. Russia can threaten European security. Iran can challenge the balance of power in the Middle East. North Korea can generate severe instability on the Korean Peninsula. But China possesses the economic, industrial, technological, demographic, and military scale necessary to challenge the United States across several dimensions simultaneously.

Taiwan therefore becomes central to the argument. The question is not whether Beijing has already decided to invade, nor whether a particular date can be identified. The more useful concept is a strategic window. Chinese leaders must continuously evaluate not only their own capabilities and Taiwan's defenses, but also the condition of the United States and its alliance system.

If American resources are concentrated in the Indo-Pacific, European security is comparatively stable, and the Middle East requires limited U.S. involvement, the cost of military action against Taiwan becomes extraordinarily high. If Washington simultaneously faces prolonged commitments in Europe and the Middle East, declining inventories, industrial constraints, and political pressure at home, Chinese calculations may change.

A strategic window does not guarantee action. Windows can close without being used. But states frequently make decisions based not only on absolute strength, but on relative opportunity. This is precisely where otherwise separate regional crises begin to interact.

VII. The Actors Between the Systems

A conflict surrounding Taiwan would immediately elevate the importance of states often treated as secondary actors in great-power analysis. Yet their relevance would not come simply from military capacity. Their position within the regional system would matter just as much. As discussed in previous columns, several older strategic concepts are returning to relevance. Some actors reinforce strategic clusters, others operate as buffers, while still others become points through which one regional conflict system begins to penetrate another.

A strategic cluster can be understood as a concentration of states whose geography, security interests, military infrastructure, economic relationships, and political alignments increasingly pull them toward coordinated behavior. The United States, Japan, Australia, and, under certain circumstances, South Korea already display elements of such a formation in the Indo-Pacific. They do not constitute a single political unit, nor do they share identical interests, but their strategic positions increasingly overlap around maritime security, deterrence, technological competition, and the rise of China.

Japan may be the most consequential actor within this emerging cluster. Its proximity to Taiwan, American military bases, industrial capacity, and position along the First Island Chain make complete strategic detachment difficult. A major Indo-Pacific confrontation could accelerate Japan's transformation from a state protected principally by the postwar American security architecture into one of the central pillars of the regional balance itself.

Australia performs a different but complementary role. Its distance from Taiwan reduces its immediate exposure while providing strategic depth. Intelligence cooperation, maritime access, logistics, submarine capabilities, and close integration with American security structures make Australia particularly important as a rear component of the wider regional cluster.

South Korea occupies a more ambiguous position. Its alliance with the United States and its economic and technological capabilities pull it toward the wider Indo-Pacific structure, while the permanent threat from North Korea constrains how completely Seoul can redirect its attention toward China or Taiwan. South Korea therefore functions partly as a buffer actor, connected to the wider cluster but tied to a separate security problem on the Korean Peninsula.

North Korea complicates that buffer considerably. Pyongyang would not need to participate directly in a Taiwan conflict to alter its strategic balance. Missile launches, military mobilization, border incidents, or nuclear signaling could force South Korea, Japan, and the United States to divide capabilities and attention. North Korea therefore possesses the capacity to weaken the buffer and connect two otherwise distinct strategic problems.

India occupies perhaps the most uncertain position. Its rivalry with China, participation in the Quad, location along the Indian Ocean, and growing strategic weight pull it toward cooperation with states seeking to balance Beijing. At the same time, its tradition of strategic autonomy and broader interests across South Asia prevent it from becoming simply another component of an American-led bloc. India may therefore operate as a strategic buffer between clusters, either preserving some separation between competing systems or accelerating polarization if New Delhi concludes that deeper alignment is necessary to contain Chinese power.

Regionalization does not automatically produce clean blocs. Some states consolidate into clusters of coordinated power, while others remain between them, absorbing pressure or preserving strategic separation. Clusters increase the capacity for coordinated action; buffers preserve distance between competing systems. The systemic danger grows when buffers disappear and previously separate clusters begin confronting one another directly.

VIII. From Simultaneous Conflict to Systemic Conflict

This produces the most dangerous scenario, but also the one Applied History must treat with the greatest care. A global conflict does not necessarily begin with a single declaration of war connecting every major power. The more plausible path may be progressive linkage.

A European conflict absorbs military production and political attention. A Middle Eastern war consumes interceptors, naval forces, aircraft, and energy security resources. China interprets those commitments as an opportunity. North Korea increases pressure on South Korea. Japan and Australia become more deeply involved in the Indo-Pacific balance. India adjusts its posture in response to China. Cyber operations, sanctions, maritime disruption, energy shortages, and economic retaliation then begin connecting theaters that originally possessed different causes.

The conflicts remain historically distinct, but strategically they begin to interact. Semi-enclosed regional security systems cease functioning as effective compartments because decisions made inside one begin altering calculations inside another. The global problem emerges not because every conflict shares the same origin, but because the consequences of each conflict modify the strategic environment of the others.

This is the systemic risk: the transformation of warfare makes that risk more complex. Drones and relatively inexpensive precision weapons can impose enormous costs on expensive conventional systems. Cyber operations cross borders almost instantaneously. Artificial intelligence may accelerate targeting and decision-making. Space-based systems, communications networks, energy infrastructure, undersea cables, satellites, and semiconductor supply chains create vulnerabilities that do not correspond neatly to national borders.

A global confrontation in the twenty-first century would therefore not necessarily resemble either 1914 or 1939. It could instead consist of multiple connected wars, hybrid operations, economic warfare, technological competition, cyber attacks, proxy conflicts, and maritime disruption occurring simultaneously across different geographical spaces.

IX. The Nuclear Threshold and the Transformation of Deterrence

The most catastrophic possibility emerges if one of these interconnected conflicts crosses the nuclear threshold. North Korea represents perhaps the most unpredictable nuclear actor in East Asia. India and Pakistan maintain their own nuclear rivalry largely independent of the U.S.-China competition, while Israel's nuclear capability exists within a Middle Eastern environment increasingly concerned with Iran's nuclear potential. Any further proliferation would add another layer of uncertainty to regional systems already under pressure.

The danger, however, is no longer limited to the traditional model of nuclear deterrence. Cyber operations, electronic warfare, drones, artificial intelligence, proxy forces, economic coercion, sabotage, and selective military actions allow states to impose significant political, military, and economic costs without crossing directly into conventional war. None of these instruments replaces nuclear deterrence. Instead, they expand the strategic space below it.

Migration can also become an instrument of hybrid coercion when states deliberately manipulate borders, migration routes, or population movements to impose political and social costs on neighboring countries. The migrants themselves are not combatants; the coercive instrument is the deliberate manipulation of their movement. The Ceuta crisis demonstrated how quickly border pressure could become part of a wider diplomatic confrontation.

This produces a paradox. Nuclear weapons continue to discourage direct existential confrontation among major powers, but that very deterrent may make competition below the nuclear threshold increasingly attractive. A state can be subjected to cyber attacks, infrastructure sabotage, economic pressure, political interference, disinformation, migration pressure, drone incursions, and proxy violence without either side formally declaring war.

The emerging international system may therefore be characterized less by a clean division between peace and war than by prolonged strategic confrontation below the threshold of open conflict, punctuated by regional wars and constrained at the highest level by nuclear deterrence.

Conclusion: The Changes to Come

Applied History cannot reveal the future. If it could, historians would have become spectacularly wealthy investors centuries ago, which does not appear to have happened. Its value is different.

It allows us to compare periods, identify structural pressures, observe changes in institutions and military systems, and ask whether apparently disconnected developments may be interacting within a larger historical transformation.

Migration provides one warning indicator. Political geography shows how instability moves through space. Semi-enclosed regional security systems explain why conflicts can remain regionally concentrated for long periods. But the contemporary strategic problem may arise precisely because several of these systems are experiencing significant pressure at the same time.

Russia is reshaping European security. Conflict with Iran continues to consume American resources in the Middle East. China remains the principal long-term strategic competitor of the United States, while Taiwan represents one of the most dangerous potential flashpoints in the international system. Japan, South Korea, North Korea, Australia, and India possess the capacity to alter the trajectory of any major Indo-Pacific crisis. Meanwhile, the United States is attempting to transform an international order built around American global policing into one based increasingly upon regional responsibility and strategic prioritization.

None of this makes a global conflict inevitable. But inevitability is precisely the wrong question: the purpose of Applied History is not to announce what will happen. It is to recognize when the number of unusual developments, structural pressures, strategic opportunities, and institutional transformations becomes sufficiently large that continuing to treat every crisis as an isolated event may itself become an analytical mistake.

Perhaps the changes to come are not the result of one great conflict replacing the existing international order. Perhaps they are already emerging from the interaction of many smaller transformations occurring at the same time.

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