What We’re Watching: Bibi’s big plans, Lula’s tough choice, US-bound travel from China, Zelensky's plan, Santos' unraveling

Israel's PM Benjamin Netanyahu with other members of the new Israeli parliament after their swearing-in ceremony in Jerusalem.
Israel's PM Benjamin Netanyahu with other members of the new Israeli parliament after their swearing-in ceremony in Jerusalem.
Reuters

Meet Israel's new government

When Israel’s new government is sworn in on Thursday, it will be the most right-wing coalition in Israel’s history. Led by Benjamin “Bibi” Netanyahu, whose right-wing Likud Party reaped the most votes in last month’s race, the bloc is made up of two ultra-Orthodox parties as well as right-wing and far-right parties. To get coalition partners on side, Netanyahu made several overtures to Religious Zionism, a far-right alliance that finished third in the polls, including agreeing in principle to annex the disputed West Bank and applying Israeli sovereignty to the settlements. Still, Bibi, a fluent politician, hedged his bets, saying that the timing and implementation of such a policy would depend on the PM’s judgement. What’s more, the coalition agreement includes 1.6 billion shekels ($450 million) annually for development and building roads in the West Bank, while also plans for legislation allowing business providers to refuse service based on their religious beliefs – broadly seen as a measure to legalize discrimination against the LGBTQ community. Bezalel Smotrich, the ultra-nationalist head of Religious Zionism and incoming finance minister, penned an op-ed in theWall Street Journal titled “Israel’s New Government Isn’t What You’ve Heard” in which he pushed back against claims that the new government will undermine the independent judiciary, but many Israelis are worried.

Lula’s decision on demonstrations

Tensions are running high ahead of Sunday’s presidential inauguration in Brazil. In a number of Brazilian cities, protesters who claim this year’s election was stolen from outgoing President Jair Bolsonaro have camped outside military headquarters in hopes of persuading the army to overturn the result. Luiz Inácio Lula da Silva, the incoming president, has so far said little about this problem, but after police detonated a bomb and arrested a suspect connected to one of these camps in Brasilia ahead of Lula’s inauguration on Sunday, anger has approached the boiling point. Flavio Dino, who will serve as Lula’s justice minister, has warned that these camps have become “incubators of terrorism.” Security concerns ahead of Lula being sworn in are high, and Dino is reportedly considering ordering police to break up the camps. We’ll be watching to see if this can be done peacefully and how the protesters will change tactics if they’re forced to disperse.

US to require COVID tests for travelers from China

The CDC announced on Wednesday that the US will require travelers from China, Hong Kong, and Macau to record negative COVID tests before entering the country starting on Jan. 5. Washington joins a growing list of countries – Japan, Italy, Malaysia, and India – in enforcing such travel restrictions as Beijing clumsily transitions away from its zero-COVID policy, resulting in millions of infections and fears of new mutations (no!). Still, it’s hard to know what’s really going on inside China given the Chinese Communist Party’s predilection for secrecy. While official state data claim 62,592 symptomatic COVID cases were recorded in the first 20 days of December, a leaked memo from China’s National Health Commission seen by the Financial Times and Bloomberg claims that as many as a whopping 250 million Chinese residents contracted COVID in that period. (Beijing previously said it would stop gathering data on asymptomatic cases.) President Xi Jinping, for his part, does not take kindly to being embarrassed – particularly by Washington. How will he respond?

The curious case of George Santos

There’s been a lot of attention in recent weeks on George Santos, a GOP Congressman-elect who wrestled an open House seat from a Democratic incumbent in Long Island, New York, in last month’s midterms. Now, the district attorney in Nassau County says she is opening an investigation into claims that Santos’ “numerous fabrications” misled voters. Indeed, Santos’ unraveling in recent weeks has been astonishing. He referred to a business acumen developed during his time at Goldman Sachs. He claimed his mother survived the 9/11 attacks as a financial executive at the World Trade Center and that he was tossed out of a prestigious New York high school after his parents fell on hard times. Santos backtracked on claims about being Jewish after journalists dug into his family history (later clarifying that he was raised Catholic, Santos says he feels “Jew-ish”). He’s reportedly never worked at Goldman Sachs, and he allegedly lied about his education, including about graduating from college, and his mother’s work. Republicans winning a number of seats in New York state, a longtime Democratic stronghold, was a decisive factor in helping the GOP secure a very narrow victory in the House. Meanwhile, GOP House leader Kevin McCarthy, who is looking for votes wherever he can find them to become House speaker next week, has stayed mum on the Santos case.

What We’re Ignoring: The Zelensky Plan

For the past month, Ukraine’s President Volodymyr Zelensky has talked up a 10-point peace plan to end Russia’s war on his country. He shared it at November’s G20 summit in Indonesia and with President Joe Biden during a recent trip to Washington. One of the 10 items Zelensky demands is the complete withdrawal of all Russian troops from Ukraine and restoration of the borders that separate the two countries. In other words, he’s asking for a full Russian surrender. There’s nothing in this plan that can form the basis for genuine negotiations with Vladimir Putin because Russia’s president appears to believe that a Russian defeat in this war is unthinkable. By contrast, Zelensky believes, perhaps correctly, that Ukraine will win the war, and he sees no reason to compromise either. This is not a peace offer but a statement of defiance. The one true significance of this plan is that it signals Ukraine’s confidence that Russia can’t win. Both of these leaders will be sorely tested in 2023.

More from GZERO Media

Listen: On the GZERO World Podcast, we’re taking a look at some of the top geopolitical risks of 2025. This looks to be the year that the G-Zero wins. We’ve been living with this lack of international leadership for nearly a decade now. But in 2025, the problem will get a lot worse. We are heading back to the law of the jungle. A world where the strongest do what they can while the weakest are condemned to suffer what they must. Joining Ian Bremmer to peer into this cloudy crystal ball is renowned Stanford political scientist Francis Fukuyama.

President-elect Donald Trump appears remotely for a sentencing hearing in front of New York State Judge Juan Merchan in his hush money case at New York Criminal Court in New York City, on Jan. 10, 2025.
REUTERS/Brendan McDermid/Pool

President-elect Donald Trump was sentenced in his New York hush money case on Friday but received no punishment from Judge Juan M. Merchan, who issued an unconditional discharge with no jail time, probation, or fines

Paige Fusco

In a way, Donald Trump’s return means Putin has finally won. Not because of the silly notion that Trump is a “Russian agent” – but because it closes the door finally and fully on the era of post-Cold War triumphalist globalism that Putin encountered when he first came to power.

Venezuelan opposition leader Maria Corina Machado greets supporters at a protest ahead of the Friday inauguration of President Nicolas Maduro for his third term, in Caracas, Venezuela January 9, 2025.
REUTERS/Leonardo Fernandez Viloria

Regime forces violently detained Venezuelan opposition leader María Corina Machado as she left a rally in Caracas on Thursday, one day before strongman President Nicolás Maduro was set to begin his third term.

Paige Fusco

Justin Trudeau is leaving you, Donald Trump is coming for you. The timing couldn’t be worse. The threat couldn’t be bigger. The solutions couldn’t be more elusive, writes GZERO Publisher Evan Solomon.

- YouTube

Is international order on the precipice of collapse? 2025 is poised to be a turbulent year for the geopolitical landscape. From Canada and South Korea to Japan and Germany, the world faces a “deepening and rare absence of global leadership with more chaos than any time since the 1930s,” says Eurasia Group chairman Cliff Kupchan during a GZERO livestream to discuss the 2025 Top Risks report.

During the Munich Security Conference 2025, the BMW Foundation will again host the BMW Foundation Herbert Quandt Pavilion. From February 13th to 15th, we will organize panels, keynotes, and discussions focusing on achieving energy security and economic prosperity through innovation, policy, and global cooperation. The BMW Foundation emphasizes the importance of science-based approaches and believes that the energy transition can serve as a catalyst for economic opportunity, sustainability, and democratic resilience. Our aim is to facilitate solution-oriented dialogues between business, policy, science, and civil society to enhance Europe’s competitiveness in the energy and technology sectors, build a strong economy, and support a future-proof society. Read more about the BMW Foundation and our Pavilion at the Munich Security Conference here.