Rethinking the Arab Spring in the context of geohistorical transformations
The analysis of the prerequisites for the Arab Spring. The analysis the world-systemic retrospective of the Middle East, which is characterized by the clash of empires, the confrontation of religions and the geopolitical ambitions of many actors.
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RETHINKING THE ARAB SPRING IN THE CONTEXT OF GEOHISTORICAL TRANSFORMATIONS
Ruslan Zaporozhchenko
V.N. Karazin Kharkiv National University
Abstract. The article is devoted to the analysis of geohistorical transformations in the MENA region, which became the prerequisites for the Arab Spring. Author proposes to analyze the world-systemic retrospective of the Middle East, which is characterized by the clash of empires, the confrontation of religions and the geopolitical ambitions of many actors. Author defines three directions in the analysis of the prerequisites for the Arab Spring: (1) the region's imperial past and post-imperial transformations, (2) successful and unsuccessful modernization of political systems, (3) configurations of sources of social power. Author assumes that after the collapse of an empire, there always appears a political vacuum. In such vacuum, the political system either remains unchanged or completely changes its institutional design.
In the case of the MENA region, many states that gained independence in the 20th century reproduced the imperial logic of government, which consisted in extrapolating the center-peripheral model of political power to their own political systems. In addition, the dominance of the military type of power, as a continuation of the imperial logic of administering the periphery, together with nationalism, secularism, and geopolitical ambitions, played a key role in the emergence of bifurcation processes. Moreover, the unsuccessful unilateral modernization of independent states has weakened the institutional capacity for the stability of political systems.
On the other hand, there is the example of Turkey, Iran, and the Gulf countries, which demonstrates successful modernization, the creation of a strong ideological power (with an emphasis on either nationalism or Islamism), the imperial past as centers of imperial worlds, the consolidation of various types of power. These processes led to the creation of not just modern states, but autonomous political systems capable of adapting to geopolitical configurations, leveling bifurcation processes, skillfully managing the mechanisms of control over the territory, population and security of the political system.
Key words: Middle East, empire, modernization, power, bureaucracy, collective action, world-systems analysis, center, periphery, Arab Spring, Islam
Deep in the human unconscious is a pervasive need for a Logical universe that makes sense. But the real universe is always one step beyond Logic.
Frank Herbert, Dune
Introduction
2021 marks 10 years since the beginning of the events that entered the annals of history as the Arab Spring-a macro-historical and (geo)political chain of events that outlined the contours of social and political development not only in the MENA region, but also, in a sense, changed the global the political landscape. Coincidence or not, but in 2021 two more significant events took place, one way or another influencing the growing interest in the issue of the “Arab Spring.” First, the change in the political situation in Afghanistan after the withdrawal of American troops and the transfer of power to the Taliban. The second event is the release of the film “Dune” (director Denis Villeneuve), which is based on the novel by the American science fiction writer Frank Herbert (1963). This film is, in a way, a manifesto to those social and political processes that are still taking place in the Middle East today: ideological and political confrontation, redistribution of power resources, geopolitical orientations, and more.
That is, the Arab Spring is still an open question for scientists who have not yet developed a clear and unified understanding of what the Arab Spring is in the context of political and sociological sciences. Some insist that this is (1) a kind of big revolution, in the context of which there have been many small revolutions or revolutionary situations limited to the territory of a particular state (Michael-Matsas 2011; Kamel & Huber 2015; Asongu & Nwachukwu 2016; Al-Shammari & Willoughby 2019); others suggest that it is (2) many protests against authoritarianism and attempts to democratize the region (Stepan & Linz 2013; Salamey 2015; Aras & Falk 2016; Abushouk 2016; Roberts 2018); still others mean by the Arab Spring a purely (3) internal political crisis associated primarily with ideological (in a broader sense) disagreements between the ruling elites and the population (Mansfield & Snyder 2012; Chamkhi 2014; Cross & Sorens 2016; Makara 2016; Ferrero 2018). At the same time, the non-systemic nature of revolutionary events is overlooked, as well as what I will further designate as a world-systemic retrospective of the region as a whole.
In any case, the Arab Spring should be viewed as a set of social movements (in an exclusively sociological vein), which affected various spheres of human life: politics, economics, culture, ideology. At the same time, in most cases, social movements in the MENA region were directed against authoritarianism and the “old government,” claiming to strengthen the processes of democratization of political systems. The cornerstone of social movements is the desire or teleological hopes for a change in political Under the political regime, in this context, one should understand the structural and functional state of the political system in a specific unit of time and space, which is influenced by the normative and value demands of the population. regimes characterized by (1) the power of a charismatic leader who has lost his charisma; (2) the militarization of political structures; (3) strong informal practices and clan or tribal structuring of political power; (4) antagonism within the ideological content of the political space. In other words, most of the countries of the MENA region developed a postcolonial hybrid political regime, the permanence of which depended on the collective action of elites and responses to public demands.
If we look at how the process of social movements took place, what its dynamics were and what political formations it affected, then we will see several interesting research nuances. First, social movements to varying degrees By the degree, I propose to understand the Level of quantitative and qualitative indicators of measuring social movements: (1) the number of participants in the movement, (2) the influence on the political configuration in the state, (3) changes in the regime characteristics of the political system, (4) the reaction of political and power structures to permission the emerging social movement, (5) the geopolitical aspect, (6) the metamorphosis of power - the retention or loss of power by the ruling elite. affected the former political structures (periphery) of the Ottoman Empire, but at the same time did not affect Iran and practically did not appear on the political system of Saudi Arabia, United Arab Emirates, Kuwait, Iraq, and Qatar. Secondly, attempts to democratize the countries of the MENA region had ambiguous manifestations: from tightening the existing political regime to changing the configuration of the political order with minimal political changes. Here I mean changing the content of politics while maintaining the logic of power. Third, the foreign policy factor also played an important role, in which the interests of geopolitical actors such as the United States, France, Great Britain, China and the Russian Federation collided. Therefore, my research question is: what are the historical preconditions for the emergence of social movements in the MENA region in 2011 and what is the role of ideological and military power in these processes?
Empire as a Form of Order: Conceptualization
In my opinion, the geo-historical context of the MENA region is an important part of understanding the events of the Arab Spring. On the territory of the Middle East, the first empire arose, which historians call the New Assyrian; in the Middle East, there was a constant confrontation between at least two different imperial worlds; on the territory of the Middle East, one can always trace ideological antagonism, which reveals itself not so much in political ideologies (liberalism, socialism, conservatism, nationalism), as in the religious plane of religion-Shiism and Sunnism. Therefore, to understand the (geo)historical context of the region, I propose to make it clear what an empire is, what are its features and key parameters, and how it can influence social and political processes when it disintegrates (meaning that in modern studies are referred to as postimperial state or post-colonialism).
Empire is a complex and ambiguous concept, and often the definition of empire is reduced to the methodological positions from which the authors proceed, taking the side of a specific approach or paradigm (see Table 1). Below I offer a summary of the main and mainly dominant approaches in the social sciences.
Representatives of these approaches interpret the empire in different ways. However, in my opinion, they proceed from the opposite: instead of denoting what an empire is and what the reasons for its emergence are, research attention is focused on the analysis of the structures and functions of the empire. In other words, the primary is missed, a certain constant from which derivatives are formed. I suppose that the empire is a form of uncontested poLiticaL order, which seeks to create its own world and reproduce mechanisms of political control in the spatial dimension. Systemic, institutional, structural, or functional features of an empire are configurations or variations of the imperial order, that is, its content. The form, on the other hand, is the ordering of content, which creates internal relationships and organizes objects within the system. A very important difference between an empire and other forms is the constitution of a political, not a social order.
First, an empire is a geopolitical project, which is a military-political adventure. The empire always focuses on geopolitics as a way of constituting its own hegemony-the structuring of political units in the imperial space according to a certain logic of exercising power. The longevity of an empire, among other things, depends on the ability to balance geopolitical ambitions with domestic political reality. For this, it is important not only to have enough resources, but also to build a sufficiently strong system for their organization and redistribution. Therefore, for the empire, bureaucracy becomes an important structural element as a mechanism for managing space.
Secondly, empire is a form of political order in which control is used as a tool to (re)produce imperial order and imperial power. In this context, the modern state, for example, is a form of control in which the political order plays the role of an instrument for optimizing the system of governance and building political-power relations. An empire does not arise by itself or just from nothing. There are several options for the emergence and formation of empires. A geopolitical shake-up in the form of an external threat that forces a potential empire to create a powerful military-industrial infrastructure. After this, the potential empire is forced to rebuild its power from economic or ideological to military in order to maintain its geopolitical status. For example, the threat of the Galli tribes for Rome and the confrontation with Carthage, the threat from the Achaemenid Empire to the Hellenic polities and the Macedonian kingdom. Ordering chaos around a potential empire as a way of organizing, first, territory, and then the imperial space. As a rule, a potential empire has a stable and durable political order, which, due to social and economic reasons, seems to be more optimal and universal to export it outside the center.
Table 1. Theoretical and methodological substantiation of the category “Empire”
Approach |
Representatives |
Main principles |
|
World-systemic |
Hopkins & Wallerstein 1980; Kennedy 1987; Arrighi 1992; Wallerstein 2011 |
An empire is a complex and multi-structured political system. The empire is always global and universal. The world-empire is an alternative world-system in relation to the world-economy. An empire is a product of capitalism; therefore, an empire strives to establish economic and political hegemony not only within itself, but also beyond its borders. |
|
Institutional |
McNeill 1963; Hobsbawm 1987; Tilly 1992; Creveld 1999 |
An empire is a political institution that takes shape historically. It is a more complex, improved, and ramified form of the state. In a sense, an empire is a state that controls many other potential states. An empire is characterized by a complex and indirect administration of its territories, a regulated hierarchy of power and subordination of key social structures. |
|
Structural and functional |
Eisenstadt 1963; Hardt & Negri 2000; Motyl 2001; Munkler 2007 |
An empire is a political system with many complementary political structures. An empire is always a centrifugal political force, which has similar features to the state, but differs in alternatives to the institutional design of the political system. An empire arises when there is a political vacuum in which religious, cultural and economic activities and resources are freed. |
|
Civilizational |
Toynbee 1955; Huntington 1996 |
Empire is either synonymous with civilization, or empire is civilization itself. It is quite natural for empires to collide with each other since they have different political and cultural orientations towards the structure or ordering of social and political life. |
|
Formational |
Lenin 1996 [1917]; Marx & Engels 2001 |
Empire is static, and imperialism is dynamic. An empire is a state of a system within which the process of organizing the production of goods and services with their further (re)distribution and control takes place. An empire is a certain stage in the development of capitalism, which disintegrates and is recreated again for the consolidation of capitalist production. |
|
Geopolitical |
Mackinder 1904; Modelski 1987; Schmitt 2015 [1942] |
An empire is a state that is more successful than others in ensuring political dominance over heterogeneous political structures. Important for the geopolitical approach is the empire's ability to “rein in” the space in which it is located, and which surrounds it. The empire, expanding its borders, falls into a resource trap, since a huge number of resources must be accumulated on the outskirts of the empire for protection. |
Thirdly, an empire is a fusion of power and religion in two possible configurations: (1) either the subordination of religion to imperial power and its use as an ideological apparatus, (2) or inversion-the replacement of religion with power and the constitution of ideological power. The modern state is created as an opposition to the church organization (Christian in the broad sense); therefore, it is secular and equal to the church at the same time. For an empire, religion is a tool for constructing the imperial world, a way to legitimize imperial power, given the heterogeneous structure of the empire. Religion is a kind of substitute for empire, used by the latter to justify its own existence. Religion is a way of understanding the world; awareness of the world is ideology as a form of consciousness in a neo-Marxist interpretation; and the world is the state of the empire, its order and systematicity, universality and no alternative.
Fourthly, the empire is a world is unique, uncontested, and striving for completeness. The word peace itself, which comes from the Latin “Pax,” denotes a state of dawn and domination, a kind of culmination point. That is, “Pax” is statics, a kind of state in which the system seems to be in a kind of political and social stability. However, upon a more detailed analysis of the existing empires, one can see that the imperial world is a process of codification of the socio-political space. The result of such a process, as a rule, is hegemony, i.e., another complex and controversial political phenomenon. Certainly, it is appropriate here to recall the ideas of hegemony proposed by Antonio Gramsci, who saw in hegemony a system of equilibrium of a certain social group over the entire society (Gramsci 1957: 165). Therefore, using his idea, I dare to assume that the imperial world is a system of political equilibrium, in which the totality of the periphery obeys the center, agreeing to the proposed configuration of order and the model of government. The imperial world is a new morality that matches a new worldview.
Fifthly, the empire is a space that has no fixed boundaries, and in this space, there are many political fields that are autonomous and strive to reproduce themselves. There are several assumptions here, based on the ideas of the German sociologist Georg Simmel (1964: 543-601). The first assumption boils down to understanding space in the neo- Kantian sense, where the structural elements of space are time, place, and distance. The empire has no borders, but at the same time it is difficult to get into the empire, while it is easy to get out of the empire. Here we are talking not only about the positions of the center and periphery, but also about the empire in general and the world around it. You can come to an empire by covering a certain distance; you can stay for a certain time; you can take a specific place in the imperial space.
However, being in an empire and being in an empire are two different things. Here, rather, one should talk about a certain cosmopolitanism, or about an imperial ideology, which itself defines “us” from “aliens” (in Schmittian terminology). The parameters of such definitions can be the status of a citizen (Roman Empire), the status of a subject (British or Russian Empire), the status of a slave (Mongolian or Ottoman empires). That is, identifying oneself with the empire implies obtaining from the imperial power a specific social and, in a broader sense, political role or status, which will predetermine the social mobility of an individual.
Ottomans and Safavids: two empires as two worlds?
Further, it is necessary to designate the (geo)historical coordinates of the MENA region, and first of all those that are closer to us in terms of time, and which largely contributed to the formation of the political conjuncture within the boundaries of which the Arab Spring took place. The Middle East has always been a space where not just empires collide, but entire imperial worlds, i.e., complex, heterogeneous systems that structure space. Starting from the creation of the first empire, which historians identify-the New Assyrian one, the subsequent processes of empire-building in one way or another took place in an antagonistic context.
If we try to visualize the process of the collision, highlighting the most important episodes from history, then we get a structural matrix in which two sides of the confrontation will be presented: the empire-challenger, which challenges, challenges power and power, and the empire-hegemon, which responds to the challenge, the dominant political education (see Table 2). This approach was borrowed from the American researcher George Modelski (1987), who investigated global processes in historical retrospect. However, unlike Modelski's cycles of hegemony, I propose to view the clash of empires solely as a rivalry between the imperial orders.
Table 2. Clash of empires in the region MENA
Empire-challenger |
The period of confrontation |
Empire-hegemon |
|
Macedonia (ancient kingdom) |
4-3 century BC |
Persian Empire I (Achaemenid dynasty) |
|
The Roman Empire |
1 century BC-2 century AD |
Parthian Empire |
|
Byzantine Empire |
4-6th centuries |
Sasanian Empire |
|
Byzantine Empire |
7-11th centuries |
Arab-Islamic Empire I (Umayyad Caliphate, Abbasid Caliphate) |
|
Empire of Greco-Roman (Catholic) Europe |
10-12th centuries |
Arab-Islamic Empire II (Fatimid Caliphate, Mamluk Sultanate) |
|
Persian Empire II (Safavid dynasty) |
16-18th centuries |
Ottoman Empire |
|
Ottoman Empire |
19-20th centuries |
British Empire |
|
United States |
second half of the 20th century |
Soviet Union |
Despite the historical twists and turns, by the 17th century, two powerful empires were finally formed and established in the MENA region-the Ottoman Empire and the Safavid Empire (see figure 1 and 2). Historian William McNeill calls them gunpowder empires since it was gunpowder and firearms that helped defeat the nomads and begin the process of military-political expansion for the Ottoman dynasty and Safavid dynasty. Also, in addition to military-technical superiority, a prerequisite for dominance at the stage of conquest and creation of an empire was “strengthening their administrative and commercial classes at the expense of the landowning aristocracy” (Goldschmidt & Al-Marashi 2018: 105). If for Safavid Empire everything was easier, since it began the process of empire-buiLding based on the already existing Persian world, The “Persian World” should be understood as a socio-cultural conjuncture, which began to take shape during the emergence and formation of the Achaemenid State and was finally strengthened with the formation of Islam as an official religion. That is, it is a social, cultural, and political space that has specific features and structures the system of power relations. In part, such a world can be called hegemony, since the population agrees with it and it is reproduced by the political elite. This map was used from source: https://www.britannica. com/place/Ottoman-Empire. This map was used from source: https://www.wikiwand.com/en/TalkSafavid_dynasty/Archive_10. then for the Ottoman dynasty the situation was the opposite.
The future Ottoman Empire needed not only to conquer vast territories, but also to create an imperial world with a constituted imperial order, and this was a complex process, given the multiplicity of political formations in the region:
In 1450, the Ottoman Empire was an important Local power, dominating western and northern Anatolia and a large part of the Balkan peninsula. In much of this area, however, the suLtan exercised his power through vassaLs or semiindependent marcher lords. In the context of the Middle East, the Mamluk Sultanate of Cairo was probably more powerful and certainly more prestigious. As rulers of the Holy Cities of Mecca, Medina and Jerusalem, the Mamluk sultans could claim first place among all Islamic monarchs. (Imber 2003: 27)
Figure 1. Administrative divisions of the Ottoman Empire.2
Figure 2. Administrative divisions of the Safavid Empire.3
Martin Bunton and William Cleveland note in their work A History of the Modern Middle East (2018) that the Ottoman Empire was preceded by four principles that formed the basis of the organizational structure of power relations and contributed to the strengthening of imperial power over a vast and heterogeneous territory. The first principle is the military organization of the Ottoman dynasty, which was extrapolated to command structure, army discipline and control as mechanisms for the spread of power. The second principle is the legacy of urban Islamic civilization, which contributed to the establishment of a monarchical form of government and the legitimization of imperial power. The third principle is the local custom, which was the formula “as long as taxes were remitted and stability was maintained, the Ottomans were content to tolerate a wide variety of Local practices” (Ibid.: 75). The fourth principle is the division of society into rulers and ruled, that is, the creation of a hierarchical and structured political system with Limited access to the redistribution of resources of power and influence, to symbolic power in a broad sense.
Therefore, to create a centralized and static system, the rulers of both empires chose a military method of organizing power, which relied on the army and the military elite. In other words, it was military power, in the understanding of the sociologist Michael Mann, that became the basis for building a system of power relations and control. Here it is necessary to designate the author's position, which differs from the position of Mann: political power is a centralized, territorial regulation of public life (Mann: 10). However, territory is inapplicable as a category for an empire since an empire is a space. Therefore, the political power of an empire is a centralized and spatial regulation of social and political reality, in which one of the sources of power always dominates. For example, military power, which is a social organization of concentrated (mobilized and focused) lethal violence (Ibid.: 9).
Here we find the first component of the future Arab Spring-the administrative management represented by governors who were either military officers on duty, or representatives of specific tribes, clans, families, clans. As historian Colin Imber notes, “governors received from the sultan's appanages, or confirmation of appanages already held, in return for which they provided military service, commanding the troops of their province on the battlefield” (Imber 2003: 178). Though, any military power has two weak points: the first is the constant and structured use of violence in a specific territory, the second is the need to wage war or military campaigns to provide the army with jobs and wages. In this case, the imperial power put itself in a stalemate when it was necessary to maintain the legitimacy of its own power through a devoted army and military forces; and when it was necessary to maintain control over the local governors, who very often sought to secede from the empire and create their own political organization.
The second component is in the ideological cut, namely in the religious antagonism of Shiism and Sunnism. The weak spatial structuring of empires, as well as the need to constitute and legitimize the political order, needed ideological consolidation. This, on the one hand, gave additional legality to the power of the Sultan or Shah in the eyes of the elite and the population, and on the other hand, it minimized the normative and value costs of power. In other words, religion helped codify the system of power relations and create full-fledged hegemony, that is, an (un)conscious consent to obey, not involving excessive violence. Military power is needed to build an imperial order and create a system of control over the observance of this order, and ideological power is needed to legitimize power structures and establish a new normative-value system of society as a whole. As Andrew Newman rightly notes:
... the longevity of the Safavid project may be most usefully explained in terms of the success with which Safavid society, as these earlier undertakings, expanded to recognize, include and transcend the diverse elements and discourses extant in the region at the time. (Newman 2008: 128)
It is also necessary to clarify that ideological power is not Limited to a specific religion or ideology. Ideological power is an aggregate, a plurality, which includes both the official ideology and religion, the normative value system of society, and sociocultural practices. Ideological power is a set of mechanisms for codification and universalization of socio-political space, in which ideology is not just a form of consciousness, but a set of social practices of interaction and social networks, something teleological and societal. Ideology always strives for some kind of hegemony, for domination not so much economic or political, but cultural, normative. Hegemony is, rather, a complex of stratified social attitudes in which social groups have their own purpose and internal group logic.
The Ottoman and Safavid empires were two forms of imperial order in which political power was based on military and ideological, respectively. The various dominant political structures of empires played a key role in the process of their disintegration. As a rule, the disintegration of an empire is an inertial process, during which the periphery, gaining political independence, is in a political and ideological vacuum, for a way out of which there are only two options.
When the imperial order collapses, the periphery, which has gained political independence, may be capable of creating its own political order with a normative-value system and structures for codification, optimization, and universalization of the sociopolitical space. The first option-the intensive one-means not just the creation of a new independent state, but rather the construction of an autonomous political system based on the instruments of control over the political order. In other words, the created political system is a form of control over the territory, population, and security of both the territory and the population.
The second option-extensive-consists in extrapolating the imperial order to the boundaries of the newly formed political system, when the center-peripheral sociopolitical relations are transferred from the imperial system to the state one. In this case, the center of political power is the local political elite and structures of power relations, and the periphery is the population with its socio-cultural structures. As a rule, with this variant, the inertia of imperialism occurs, therefore the content and structure of the political system does not change. The extensive option is unstable and rather vulnerable to both internal social movements and external (geopolitical) influence.
This is exactly what happened in the case of the periphery of the Ottoman Empire, when after gaining independence, for example, in Egypt, Syria, Libya, Iraq, the process of reproduction of the logic of imperial military power continued. The local political elite extrapolated the model of the Ottoman Empire for the management and administration of the territory (Itzkowitz 1980), relying on particular socio-cultural and military groups. If “Turkey was able to break out of the Ottoman mold, to create a Turkish national community of manageable-and defensible-size, and to resist ambitions to create a regional hegemony” (Black & Brown 1993: 186), then independent political organizations created a situation in which the practice of establishing hegemony within the political system was impossible. However, attempts to establish hegemony in the region also failed. The collapse of the Ottoman Empire is the legitimation of the right of local rulers not just to control the movement of taxes, income, and capital, but to political power itself-sovereignty.
Successful modernization of centers and failed modernization of peripheries
As already mentioned in the introduction, when understanding modernization as a phenomenon and process, I proceed from the fact that modernization is a process of codification and optimization of the political space, whose regulatory and functional support is updated or improved in accordance with the external geopolitical situation. Here I would like to make a few personal clarifications, which, in my opinion, will be appropriate.
Modernization should not be seen solely as a process of transition to democracy or as a way to create a democratic system. There are examples of Hong Kong, Singapore, South Korea, where there is either “managed democracy” or modernized authoritarianism. However, these countries can hardly be called exclusively democratic in the interpretation of Western European liberal thought. Also, modernization should not be perceived as a one-sided process characteristic of the centers of empires or developed states of Europe, Modernization of China, Japan, Taiwan in the 20th century; modernization of the Safavid Empire, Mughal Empire or Russian Empire in the 17-18 centuries. but not characteristic of the periphery. Modernization must be interpreted from the point of view of geopolitics, since it is geopolitics that constitutes the imperative of modernization: those who do not want to be conquered or subordinated must modernize their own political system. Therefore, modernization should not be understood from the standpoint of exclusively economic determinism, since the economic factor is one of many other factors: political, social, cultural, ideological. It is not the percentage of economic growth that is important, but the political mechanisms and institutional instruments for achieving a situation in which economic growth will have positive dynamics.
When using the term modernization, a methodological (and, possibly, ontological) incident arises, which forces us to use this category exclusively as a derivative of “Modernity,” which limits the chronological framework of the study, neglecting the period before the Renaissance. Then a completely logical question arises: can the reforms of Octavian Augustus or Trajan in the Roman Empire be called the modernization of the political system? Alberto Martinelli rightly notes that “from its very inception, the term modern has been carrying some normative implications, insofar as it implied a depreciation of the old and traditional” (2004: 5). Modernization is not an antagonism between traditions and modernity, as insisted by Shmuel Eisenstadt (1963), on the contrary, modernization should be understood and perceived as changes in the specifics of the functioning of the symbolic and institutional structures of society. However, the key feature of modernization is the creation of an autonomous political system that can provide itself with resources, reproduce the political order, constitute a symbolic space, and ensure control over the population.
Modernization and empire tend not to get along well with each other. Modernization, as mentioned earlier, presupposes institutional changes, a rethinking of the Logic of power and the transformation of social space. This, in turn, Leads to a rethinking of the political order. For an empire, order is the basis of the empire's existence, it is its main argument and a way of justifying itself. Therefore, it is possible to identify several vectors for the implementation of modernization, which are somehow connected with empires.
1) Modernization is used as a geopolitical For example, Russia under Peter I, Japan under Emperor Mutsuhito (Meiji), Germany under Wilhelm I and Otto von Bismarck, the Dutch Golden Age, and the process of colonization. foothold for empire building. The political organization is carrying out modernization to create an autonomous system with the necessary number of resources for expansion and the imposition of an uncontested political order.
2) Modernization is used as a way of integrating the periphery into the imperial political and economic (economic) system. In this case, modernization is used as a tool for the production, control, and redistribution of resources necessary for the development of the empire. In addition, the center of an empire can become a dynamic structure for modernizing the periphery.
3) Modernization is used as a mechanism for getting out of the state of imperialism. After the collapse of the empire, when a political vacuum arises, the center and the periphery can use (but do not always use) modernization to develop a new social and political order with the aim of creating an autonomous political system-the modern state.
The success and failure of modernization depends on two possible configurations, as stated by Cyril Black & Carl Brown (1993). The first of them is geopolitical autonomy and consistency in carrying out modernization (autonomous factor); the other is geopolitical interference (the colonization factor). In the first configuration, the political organization relies on its own resources, while building a completely autarkic administrative system. In the second configuration, domestic political desires are limited by foreign policy requirements.
Turkish nationalism. After the collapse of the Ottoman Empire, the center of the empire - modern Turkey - began the process of transformation of the post-imperial system. The Kemal Ataturk reforms are an extensive modernization of the political system, which was characterized by (1) the standardization of social relations, (2) the secularization of religion from the state, (3) the industrialization of the economic economy, (4) the codification of political governance, (5) the unification of the normative- value space, (6) rethinking and filling the symbolic space. Modernization requires two main factors-the political will of the leader and the collective action of the elites, which is reflected in the work of Alberto Martinelli: efficacy and strategic ability depend in turn on two fundamental requisites: (1) an administrative structure and an efficient bureaucratic class capable of negotiating with outside interests (using international ties as opportunities rather than as constraints) and controlling indigenous interest groups; (2) a political leadership favorable to economic development, legitimized by the cultural traditions of the country and sufficiently autonomous from the main social classes and interest groups. (Martinelli 2004: 75)
The Turkish version of modernization is a tectonic shift in the political administration of the state, the main goal of which is the construction of a new architectonics of power. During the modernization, “there was a coalescence of changes in the symbols and patterns of legitimation of regimes, in the composition of the ruling class, in the bases of access to the center, in center-periphery relations, and in positions of control over resources” (Eisenstadt 1984: 8). Architectonics, that is, the composition of political power, was built on a combination of all types that Michael Mann offers for analysis. However, the ideological power-secularized nationalism-was chosen as the centrifugal force both for modernization and for building a modern state. By ideology, I mean a set of strategies and practices that are used by an individual as variable. At the same time, the legitimacy of ideology is confirmed not by a conscious desire to agree with an established social order, but by an unconscious adherence to an established goal. In this context, the ideas of ideology and ideological power proposed by Michel de Certeau and Louis Althusser are relevant.
A break with religion was necessary to fill the social space with new symbols and forms that are easier to produce, reproduce, and control. On the one hand, nationalism broke with the authenticity of Islam and its impact on collective identity. On the other hand, it helped symbolize political power in the person of the state, and not a specific leader or political elite. In contrast to the isomorphic “colonial nationalism” that alternately circulates between the territorial boundaries of each such nationalism and the territorial boundaries of the former imperial administrative unit (Anderson 1991: 132), modernized Turkish nationalism is allomorphic.
Modernization has contributed not only to Turkey's geopolitical stability, but also to a rethinking of political power and its mechanisms. The military aristocracy that initiated the reforms was replaced by a rational bureaucracy-professional politicians seeking to govern the state from a position of administration rather than military discipline. In other words, the forceful nature of modernization led to the emergence of a bureaucracy that needed to legitimize its structure, and therefore the military source of political power was replaced by an ideological one-pan-Turkism in geopolitics and nationalism in the domestic political space.
The ideological content of the political system has created the conditions under which the system can reproduce itself, and also uses the tools of universalist control over borders, population and territory. Therefore, it is only natural that “the Turkish government was not simply a passive observer on debates and controversies concerning its policies, but was rather actively involved in efforts to influence public opinion” (Bein 2017: 140). Because for any modern state, control is a teleological necessity and a mechanism for the reproduction of the political order.
Iranian theocracy. The Iranian modernization project We are talking about attempts to reform the socio-political system by Shah Mohammad Reza Pahlavi in the 60-70s of the 20th century. in the middle of the 20th century, which is most often called Westernization, turned out to be untenable due to both the extreme influence of Shiite traditions in particular and Islam in general, and the heterogeneity of the reforms carried out (the pathos of the authorities overshadowed the authenticity of those submitted). To a greater extent Islam in 20th century Iran has acquired the character of fundamentalism, which substantiates socio-political and cultural processes: the new state attracted a mixed reception. For some Iranians and outside observers, it brought law and order, discipline, central authority, and modern amenities - schools, trains, buses, radios, cinemas, and telephones - in other words, development, national integration, and modernization which some termed Westernization. For others, it brought oppression, corruption, lack of authenticity, and the form of security typical of police states. (Abrahamiam 2008: 91)
The result of the failure of modernization (Westernization) was the Islamic Revolution of 1979 (for example, Axworthy 2013), which abolished the monarchy, created a theocratic system of government, and initiated a new modernization in the context of the clerical Islamization of the state. Theocracy, as the supremacy of religion over politics and society, became the ideological rationale for legitimizing the political regime of Ayatollah Khomeini. However, it must be understood that Islamic modernization in Iran is predominantly a geopolitical project aimed at the decolonization of the state, as well as the creation of a centralized political system with a universal system of control.
The basis for the creation of the new state was the clerical Islam of the Shiite persuasion, which constituted the social space. But, despite the fundamentality, authenticity and tradition of theocratic power, it is also characterized by democratic principles, which consist in the institution of parliament and the president, general elections, and an extensive system of administrative structures. This “managed democracy” has created a barrier to protect power. Any ideology that is based on religion is very strong and it can be delegitimized only if an ideology, alternative in strength and significance, is proposed. In a sense, the combination of “managed democracy,” the Islamization of society and theocracy as a method of government created the hegemony of Iranian power within limited / semi-open borders. Hegemony is a state where an individual has nowhere to go, so he / she agrees to obey. Iranian hegemony in a specific territory, combined with the autarkic nature of the political system, created the conditions for a strong government capable of quickly reacting to bifurcation processes.
Peripheral patrimonialism. The former periphery of the Ottoman Empire, in particular Syria, Egypt, Libya, Tunisia, Algeria, chose the option of extrapolating the political order of the Ottoman Empire to their states. This extrapolation consisted in the fact that within the created states a system of center-peripheral relations was reproduced, which was based on patrimonial practices, which, for example, are typical for the postSoviet space (for example, Fisun 2012; Zguric 2012; Heydemann 2013). In other words, the institutional design has not changed meaningfully, only new structural variables have appeared in government governance. In all other respects, the independent states remained the aggregates of the military elite, which was based on clan, tribal, professional, or other methods of social identification. The structure of social networks and collective action in these networks constituted the normative value legitimation of the political regime.
ShmueL Eisenstadt, analyzing administrative management in the periphery of the Ottoman Empire, pointed out that “the most distinctive of the elites were the military- religious rulers who emerged either from tribal and sectarian clement or from the institution of military slavery, which created special channels of mobility” (1984: 13). After the collapse of the Ottoman Empire, the same algorithm for the formation of the local political elite was preserved, for example, Muammar Gaddafi and his entourage in Libya, Gamal Abdel Nasser, Anwar Sadat, Hosni Mubarak and their entourage in Egypt, Saddam Hussein and his entourage in Iraq, Hafez al-Assad and his entourage in Syria. Any collapse of the empire is always accompanied by the privatization For example, the collapse of the Soviet Union and the privatization of the former republics by the so- called nomenklatura or “red bureaucracy;” the collapse of the British Empire and the privatization of the periphery in Africa by the military; the collapse of the Spanish colonial empire in Latin America and the privatization of the periphery by the military; the collapse of the Mongol Empire and the privatization of the periphery by the relatives of Genghis Khan. of the periphery by local elites, depending on what type of power dominated in the empire, or what type of power the center of the empire used in the administrative and managerial context.
That is, the political elite of most of the created states in the MENA region were military, and therefore the political power itself relied on the military source of power. In addition, an important feature of such political organizations was the geopolitical orientation of the elites towards the MENA region as a whole. An example of such geopolitical ambitions is the sponsoring of terrorist organizations, attempts to create a pan-Islamic state or regional military-political alliances, religious contradictions between Sunnis and Shiites, cooperation with the global hegemonies of the Soviet Union and the United States, constructing the image of the enemy-the State of Israel, influence on world oil prices.
Equally important was the fact that in most countries in the MENA region, the military came to power as a result of either a revolution or a military coup. As a rule, the leaders of social movements, descendants of the military elite, were charismatic representatives of the “new generation” who wanted to change the old order and bring peace, prosperity and order to the country. However, any charismatic power in one way or another depends on the leader's ability to maintain the legality and, most importantly, the legitimacy of his own rule.
The leader is recognized and followed if there is a demand for him, as long as there is a need for his virtues or the ability to charm social groups, to lead them. At the same time, the charismatic government needs to create informal social and political ties. In the case of the countries of the Middle East, such ties have become elite systems of interaction between elites by means of kinship, blood, faith, or friendship. Excessive abuse of such informal practices, as well as the loss of the leader of his former charisma, leads to the creation of an authoritarian regime on the territory of the state, which very often borders on dictatorship or kleptocracy.
Further, it is necessary to point out the fact that the aforementioned states were secularized political units, for which Islam was not so much a mechanism for legitimizing political power as a geopolitical tool, a catalyst for political projects in the region. Any policy is an action that takes place in a specific place, at a specific time, and serves as a way to break with the established social order. This action should not be confused with a bifurcation point or political performance. Here politics acts as a kind of singularity point, according to Alain Badiou, in which the potential of the entire society is concentrated. In this context, sponsoring terrorism, regulating world oil prices, even the Arab Spring itself as a social movement are politics. The nature of any political action is the subjectivation of reality, in which a new ideology must be formed. Islam did not become the ideological basis for new political regimes, since they were produced by professional military officers, and any military power is incapable of developing any ideology other than the ideology of war. War and enemy image construction are ways to legitimize military power as they point to issues of security, order, and the territorial integrity of a state. As we know, war is the continuation of politics by other means. Since the period after World War II, military actions have taken place in the Middle East every decade: the Arab-Israeli War (1947-1949), the Second Arab-Israeli War (1956-1957), the Egyptian-Israeli War of Attrition (1967-1970), 1973 Arab-Israeli War, Lebanon Civil War (1975-1990), Iran-Iraq War (1980-1988), Gulf War (1990-1991). However, attempts to redistribute power in the region by military means were unsuccessful due to the interference of geopolitical players (USA, USSR).
Therefore, the focus was on terrorism as an immanent political practice, the purpose of which is to achieve certain goals. Consequently, supporting terrorism required resources for reproduction (for example, Levitt 2002; Bj0rgo 2005; Kim & Sandler 2020), and had consequences in the form of a geopolitical reaction (sanctions, military intervention, exclusion from the international system). Terrorism is an example of a choice between the internal political balance and the geopolitical ambitions of a particular political regime. The use of terrorism, on the one hand, leads to an increase in the autarky of the political system, and on the other hand, to the production of bifurcation points within the political system.
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