A coup is underway in Mali, though it has not brought down the governing junta just yet. The country’s military leader, General Assimi Goïta has, after days in hiding, appeared in public to claim, unconvincingly, that the “situation is under control.” But rebel forces — an alliance of Al-Qaeda affiliates and Tuareg separatists — have taken over provincial cities and are calling for a blockade of the capital Bamako. Mali’s military junta hangs on by a thread, in a familiar regional story of violence, civilian suffering and international intrigue.

On April 25, coordinated attacks across Mali exposed the junta’s fragile hold over the country. Jamaat Nusrat al-Islam wal-Muslimin (JNIM), the al-Qaeda affiliate that has driven insurgency across the region for over a decade, joined forces for the first time with Tuareg separatist groups — who have been fighting the central government for even longer — to simultaneously strike cities hundreds of miles apart, including the capital Bamako, Gao, Kidal, Sévaré, and the garrison town of Kati. A suicide car bomber drove into the residence of defence minister General Sadio Camara, killing him along with his wife, two grandchildren, and several civilians. Camara was one of the most influential figures in Mali's ruling junta and had been widely seen as a possible future leader of the country. He was also the key architect of Mali's military alliance with Russia. Mali, Burkina Faso and Niger, which together form the Alliance of Sahel States (AES), have all in recent years realigned away from France, the former colonial power in the region, and towards Russia.

Russian mercenaries, in the form of the Wagner Group and more recently the Africa Corps, have backed military juntas in the Sahel, after coups in Mali, Burkina Faso and Niger led to the withdrawal of French troops from France’s former colonies. But during these latest rebel strikes, it was Russian fighters that were chased out of the northern city of Kidal to the sound of jeers. Africa Corps, the Kremlin-controlled paramilitary group, described the insurgent attacks as a "coup attempt" backed by "Western intelligence services." RT amplified these claims, accusing France and the West of orchestrating the violence, even as it claimed Russian fighters successfully repelled rebels. In 2024, Ukraine’s military agency said it had provided information to help Tuareg rebels ambush and rout a Wagner convoy, killing dozens of Russian mercenaries. Both Mali and Niger have cut diplomatic ties with Kyiv. Burkina Faso has described Kyiv as a destabilizing force in the region, making the Sahel effectively a front in Russia’s war with Ukraine. 

The Kremlin’s combination of misinformation and mercenaries helped exploit growing anti-Western sentiments in the Sahel to give Russia a propaganda win in the region. Former colonial powers such as France didn’t help themselves, as can be seen even now in Madagascar, the latest nation to expel a French diplomat and accuse Paris of fomenting unrest. But the success of Russian propaganda hasn’t been matched on the ground. As Mali struggles to contain a rebel alliance that has fresh impetus and energy, Moscow’s control is weakening and the effectiveness of its military support is under question. Already, with Russian weapons in short supply because of war with Ukraine, it is China that the Malian junta turns to for arms. China’s strategic efforts in the Sahel have been similar to its efforts in the rest of the African continent – a focus on securing infrastructure contracts as part of the Belt and Road Initiative and securing access to mineral resources. But rebel attacks in the Sahel are bad for Chinese business. In February, the Chinese embassy in Niamey, the capital of Niger, warned Chinese companies to take their workers out of the firing line as rebels increasingly targeted Chinese infrastructure projects, including a $4.5 billion oil pipeline from Niger to Benin.

In 2024, the United States was forced to leave neighboring Niger after a coup, to withdraw from a $100 million base. It seemed the U.S. was losing ground to both Russia and China in the Sahel. Earlier this year, though, as security concerns in the Sahel escalated sharply, the U.S. adjusted its approach, choosing to deal pragmatically with military juntas. By late February, the U.S. lifted sanctions on top Malian officials, including General Camara, the recently slain defence minister. It may see closer cooperation with Sahel countries as essential to its security interests and a way to undercut Chinese access to Sahelian resources.

The three Sahel states, Mali, Burkina Faso and Niger, have turned away from France and Europe and towards Russia, while increasingly flirting with the U.S. and reliant on Chinese weapons. The result has been disaster. All three Sahel states are ranked in the top 5 for countries impacted by terrorism. And the humanitarian toll has been severe. Millions of people face internal displacement across the region and cuts in aid programmes mean many millions, especially children, also face acute hunger. But, as the great powers circle the region, jockeying for geopolitical gain, the talk remains about the logistics of propping up failing juntas, providing military solutions to human crises, and maintaining power rather than confronting problems.

Mali, Burkina Faso and Niger – all led by military authorities that came to power in a coup – have also isolated themselves from the rest of their neighbors by withdrawing from the West African regional bloc, Ecowas. Meanwhile, they sell their model as an alternative to Western-style democracy, a narrative that Russian propaganda networks have been all too eager to promote. But the strength of the insurgency against Mali’s government, and Russia’s apparent inability to protect it, sends a different message to the rest of the African continent.

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My name is Darina,” says an elfin teen, ponytail pulled through the back of her cap, and “next year I’ll be earning 150,000 rubles (nearly $2,000) a month.” Darina works at what she calls “the world’s largest drone factory,” helping to assemble versions of the Iranian Shahed drone. “My parents are proud of me. Wanna do the same?” She asks as she advertises a polytechnic in Tatarstan. The Russian government, in the face of war and looming demographic disaster, has been relaxing child labor laws since 2022, making it easier to put 14-year-olds to work. Now, legislators are open about the need to reform “outdated” restrictions on employing minors in industries that were “considered dangerous 20 years ago.” Drone production is not the only part of the war effort to which teenagers are being recruited. This month in a “content camp” in Moscow, soldiers and state media propagandists trained 120-plus teens on how to make videos, use AI, and grow their audiences as aspiring influencers. Vladislav Golovin, a former soldier and a leader of Russia’s Young Army Cadets National Movement, said the program had “created a huge team of kids who understand how to broadcast government values.” 

But many young people, subject to year-round conscription, subject to internet shut downs and subject to surveillance, have little desire to spread propaganda. Instead, according to Google Trends data, growing numbers of Russians are seeking information on how to emigrate. A new exodus would accelerate Russia’s deep demographic crisis. Already, up to a million people are thought to have left Russia since the full scale invasion of Ukraine in 2022. According to one recent count, nearly 210,000 Russian soldiers have been killed in the war with Ukraine, with other estimates suggesting over 1.2 million casualties, including 325,000 deaths. And Russian fertility rates are the lowest they have been for 200 years. Anton Kotyakov, the labor minister, has told Vladimir Putin that the country faces a labor shortage of 11 million people by 2030.

So concerning is this crisis that Rosstat, the national statistics agency, has stopped publishing monthly demographic data. State officials and local governors have been told to compete to come up with the most innovative solutions to a seemingly intractable problem. The pressure on Russian officials and the Kremlin is leading to desperate measures, including guidance from the Russian health ministry that women who say they do not want to have children should be referred to a psychologist. Nothing the Russian state has tried has worked, from financial incentives (extended even to schoolgirls under 18) to banning advertising that supposedly promotes “child-free” lifestyles and so-called “LGBTQ propaganda.”   

Alongside “anti-woke” policies disguised as family values, is rising xenophobia and anti-immigrant rhetoric that has led to a marked decline in the number of foreigners living in Russia. The Kremlin’s anti-migrant policies include a new system to monitor migrant workers through biometric registration, location tracking, and intensified police oversight. The Russian parliament is currently debating enhancing the number of offences that can be punished by deportation or substantially increased fines. Much of it is targeted at Russia’s Central Asian migrants who make up an overwhelming majority of immigrant labor. Some Central Asian governments, notably Kyrgyzstan and Tajikistan, have now urged their citizens to think twice about going to Russia for work. 

Russia has been publicizing political stunts such as its “shared values visa” in which applicants from 46, largely developed, nations are given temporary residence permits if they profess to support “traditional Russian values.” The visa, the Kremlin has said, is “Russia’s response to what it perceives as the harmful effects of Western neoliberal policies.” But only a tiny fraction of the immigrants Russia needs will be Westerners who apply for such a visa; instead, Russia has been diversifying its pool of migrant workers by looking further east. Around 72,000 work permits were issued to Indian nationals in 2025, up from just 5,000 in 2021. Russian officials have signaled they are ready to accept “unlimited” numbers of workers from South Asian countries like India, Sri Lanka, and Myanmar.

While the Kremlin is looking to South Asia and Africa to address its immediate need for workers (and soldiers), the ambition in the longer term is to boost Russian birthr rates, despite the signal failure of ongoing attempts. 

In the U.S., there have been several moves borrowed from the Kremlin’s playbook, including the restriction of abortion, the attempt to deny women birth control, and even alarm at the fall in teen pregnancies. But data released this month showed that women in the U.S. gave birth to 710,000 fewer babies in 2025 than they did in 2007, a reflection of two decades of steadily dropping birth rates. Russian demographer Salavat Abylkalikov, at the Leibniz Institute for East and Southeast European Studies in Germany, says “if the birth rate has fallen below the level of simple reproduction, it is almost impossible to raise it back.” Especially when financial incentives cover just a fraction of childcare costs. 

In any case, Abylkalikov says, “in Russia, death is much more profitable than birth: in Nizhny Novgorod Oblast, the government provides around 1,000,000 rubles (about $12,000) for each child, but if one person goes to war and dies, the family receives up to 12 million rubles in total. That's more than $120,000. This is the economy of death.” The evidence, from countries like Russia, Hungary and the U.S., is that appeals to tradition, to religion and to female “responsibility” do not work, when support for families is limited. And while migration is an obvious fix to demographic questions everywhere, it’s politically toxic.

Russia knows it is hurtling towards demographic doom but can do little to halt the momentum. Its policies are riddled with inconsistencies — a strong line in anti-migration rhetoric and bullying, while being forced to import workers and soldiers from Asia and Africa; a patriarchal view of women’s roles, mostly confined to the domestic, while increasingly reliant on women to take the jobs of the men who are fighting and dying in Putin's war; and encouraging more women to give birth, while employing children to build drones. With family values like these, no wonder young Russians are hesitant to procreate.

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Viktor Orbán, Hungary’s prime minister since 2010, faces an election dogfight. Behind in the polls, he has been effectively endorsed by both the Kremlin and the White House, and a host of conservative world leaders. As wars in Iran and Ukraine exacerbate the fissures that have weakened NATO, as well as the U.S.’s relationship with the European Union, this is an election that is being followed with bated breath in Washington, Moscow, Kyiv and Brussels. 

Before the elections on April 12, a scandal engulfed the Hungarian government. On leaked recordings, foreign minister Péter Szijjártó can be heard deferentially acquiescing to his Russian counterpart Sergey Lavrov and passing on information from EU meetings. Szijjártó appeared willing to help the Kremlin’s cause in Brussels, to remove oligarchs and their relatives from the EU blacklist, and to block efforts to aid Ukraine. Hungary’s advocacy for the Kremlin’s agenda culminated in its recent veto of fresh sanctions on Russia and over $100 billion in loans to Ukraine. On X, Polish prime minister Donald Tusk wrote that while “Hungary is and will be in the European Union, Victor Orbán and his foreign minister left Europe long ago.” And the Irish taoiseach Micheál Martin described Szijjárto’s calls with Lavrov as both “sinister” and “alarming.”

Szijjárto alleged that “foreign intelligence services, with the active involvement of Hungarian journalists, have been intercepting my phone calls.” It is a plot, the Hungarian government claims, to influence the upcoming polls. Orbán directly blames Ukraine for seeking to unseat his government. The opposition, led by Peter Magyar, has a healthy lead in the polls and describes the Hungarian government’s closeness to the Kremlin as “treason.” According to European intelligence reports, Moscow sent a three-person team to Hungary, overseen by Putin confidant Sergei Kiriyenko who ran an operation to interfere in the Moldovan election back in September. His tactics encompassed “vote-buying networks, troll farms, and on-the-ground influence campaigns.” A Kremlin-linked media consultancy, facing EU sanctions, was hired to dismiss Magyar as a Brussels stooge and portray Orbán as the only candidate strong enough to to be treated as an equal by world leaders, as evidenced by the strength of his relationship with Trump. 

Despite a war with Iran that doesn’t appear to be going entirely to plan, the U.S. president took time out to back Orbán with enthusiasm and at considerable length on Truth Social. Trump said Orbán was “a true friend, fighter, and WINNER.” JD Vance, the vice president, is scheduled to visit Hungary on April 7, just five days before the election. And secretary of state Marco Rubio went to Hungary in February. It is now part of the U.S. National Security Strategy to work towards “cultivating resistance to Europe’s current trajectory within European nations.” To that end, notes the U.S. government, “the growing influence of patriotic European parties indeed gives cause for great optimism.” Orbán speaks MAGA’s language on immigration, traditional values and the Christian essence of Western societies. He is, like Putin and Trump, in MAGA’s view, an implacable opponent of secular, progressive, globalist politics as symbolised by Brussels.

Orbán, the longest serving current head of government in the EU, has become a figurehead for populist, nationalist movements across the world. The recent CPAC Hungary summit was attended by several of these leaders including France’s Marine Le Pen, Italian deputy prime minister Matteo Salvini, and the Netherlands’ Geert Wilders,who called Orbán “a lion on a continent led by sheep.” Latin American leaders close to Trump , including Javier Milei of Argentina and Jose Antonio Kast of Chile, also attended. Milei, who gave the longest speech at the summit, said Orbán was “a beacon for all… who refuse to accept that the West's destiny is one of managed decline.” This international network, with the United States and Russia included, has a vested ideological interest in seeing Orban continue to remain a thorn in the EU's side. 

But what can Brussels do? The answer, it appears, is not much. The EU is consensus driven; it needs all its parts to act in concert, giving holdouts like Orbán considerable power to hold the whole bloc hostage. But given Orbán’s prominence as an ideologue, when Hungary blocks sanctions or delays support for Ukraine, it is more than a single nation going rogue. Alice Weidler, co-chair of the far-right AfD, the largest opposition party in the German Bundestag, was among those who spoke at the CPAC Hungary conference last month. Robert Fico, prime minister of Slovakia, is an Orbán ally. On April 19, Bulgaria will have its eighth general election in just five years. Former president Rumen Radev’s new Progressive Party leads the polls and shares Orbán’s pro-Kremlin, anti-EU inclinations.

So polarized is the Hungarian election, that right wing groups are deploying their own observers from Argentina, Austria, the Czech Republic, Kenya, Poland, Germany, Italy, Spain, Serbia, Tanzania and the United States to monitor proceedings. EU observers have said the Hungarian government controls the national media and a recent documentary alleges that a desperate government is resorting to vote-buying, gerrymandering and intimidation tactics. It’s hard to see how either Orbán or Magyar will accept the election result without protest, unless the margin is crushing. But, given Trump’s disdain for NATO allies and the EU, an Orbán election defeat would be a much-needed victory for European unity. 

A version of this story was published in this week’s Coda Currents newsletter. Sign up here.

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As the Iran war pushes oil prices over $100 a barrel, and ships are attacked and mines are being laid in the Strait of Hormuz, a taboo has been broken and nuclear energy is back in fashion. European Commission president Ursula von der Leyen acknowledged that “the current Middle East crisis is a stark reminder” that it was “a strategic mistake for Europe to turn its back on” nuclear energy. 

She was speaking at an International Atomic Agency summit hosted by France. Just days before the summit, French president Emanuel Macron spoke — a nuclear submarine looming behind him — of the need to increase the country’s stockpile of nuclear warheads for the first time in several decades. “In this dangerous and uncertain world,” Macron said, “you have to be feared if you want to be free.” 

In February, the ‘New START treaty’, a mutual agreement between Russia and the U.S. to reduce and limit their nuclear arsenal, officially expired. The U.S. said China had conducted secret tests and that Beijing had to be part of any future non-proliferation agreement. For its part, the Chinese accused the U.S. government of seeking to mask its own expansionist ambitions. In the wake of the Iran war, started apparently because the Iranian regime was just days away from securing a bomb, other countries have spoken openly of their nuclear ambitions. After the start of the Iran war, North Korean leader Kim Jong Un spoke pointedly about preparing a nuclear-ready navy while inspecting a new destroyer and observing the testing of nuclear-capable cruise missiles. Even Polish prime minister Donald Tusk said Poland “will not want to be passive when it comes to nuclear security in a military context.”

On X, Tusk posted that Poland is in talks with France about joining its nuclear deterrence program. “We are arming together with our friends,” he wrote, “so that our enemies will never dare to attack us.” France is the only nuclear-capable European country, its systems (unlike the UK’s) completely independent of the U.S. and its new deterrence framework will include collaborations with Germany, Poland, Greece, Sweden, Denmark, the Netherlands and Belgium. Macron is calling France’s new strategy “advance deterrence,” a willingness to spread French nuclear armaments across the continent. A senior Pentagon official said the U.S. would “obviously at a minimum strenuously oppose” European countries seeking to acquire nuclear weapons. The U.S., as part of a NATO agreement, already deploys over 100 nuclear weapons in Europe — in Germany, Belgium, Italy, the Netherlands, and Turkey. 

Europe’s anti-nuclear tradition grew out of grassroots movements in the 1970s. In West Germany, protests against a planned nuclear plant in the small wine-growing town of Wyhl began when local farmers feared pollution would destroy their land and crops. By the 1980s, millions of Europeans were protesting nuclear weapons and the deployment of NATO missiles across the continent, bringing nuclear security debates into the public arena and pushing governments toward disarmament efforts. The political impact of those protests were long-lasting. Across Europe, nuclear energy programs were curtailed or abandoned entirely. Denmark banned nuclear power plants in 1985, Germany shut down its last nuclear reactors in 2023, and several countries imposed strict limits on nuclear development. Nuclear technology, whether for energy or weapons, remained politically toxic in much of Europe. But, as Denmark’s Mette Frederiksen said European deterrence “is necessary because the military threat from Russia is expected to increase,” and its reliance on U.S. military support can arguably no longer be taken for granted.

At the Paris summit, China, Brazil, Belgium and Italy all signed up to a pledge to triple global nuclear capacity by 2050. South Africa signed the pledge earlier this month. The war in Iran has once again made clear that the world must wean itself off fossil fuels. The U.S. — which imposed additional tariffs on India for buying Russian oil and thus helping to finance the continuation of the war in Ukraine — has, since the start of the attack on Iran, told India it can continue to buy Russian oil. Delhi promptly bought 30 million barrels of Russian crude oil. But this month India also signed a deal with Canada to receive uranium to expand its nuclear energy program. But in 1974, Canada provided India with nuclear technology for peaceful uses that were promptly put towards the building of nuclear weapons. Nuclear collaborations between the two countries were suspended for decades. It’s not a coincidence that those ties are once again being revived in the current geopolitical context. A growing clamor for nuclear energy has clear proliferation risks.

While France has been talking about greater nuclear deterrence, most European states are speaking about a revival of nuclear energy as an alternative to fossil fuels and as a means to achieve climate goals. The vast energy requirements of AI and data centres is also prompting nations to adopt an “atoms for algorithms” strategy, to be, as Macron said, “at the ​heart ​of ⁠the artificial intelligence challenge.” But to talk about energy alone is to ignore the appeal nuclear deterrence has for nation states trying to navigate dangerous geopolitical straits. Iran was attacked ostensibly because it was on the verge of having a bomb. Favored nations such as Saudi Arabia are able to sign nuclear pacts that remove non-proliferation guardrails, but the actions of the U.S. and Israel in Iran will make the bomb attractive to many more as a national security strategy.

A version of this story was published in this week’s Coda Currents newsletter. Sign up here.

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