Stephen Walt writes May 12, 2015: Barring unlikely “black swan” events (a huge pandemic, large-scale nuclear war, etc.), we know that China and India will have at least a billion people apiece, and we know the U.S. population will be around 400 million. We also know the populations in Germany, Russia, and Japan are going to be smaller, and that the median ages of these populations will rise significantly. Pronatalist policies could alter these numbers a bit, but population growth is hard to change quickly and this is one area where our beliefs about 2050 are likely to be pretty accurate.
What else can we know with high confidence? Well, in 2050 the world will still be divided into territorial states and the number of states will be higher than it is today. We’ve gone from roughly 50 states in 1945 to nearly 200 today, and pressures for self-determination show little sign of decreasing. By contrast, there doesn’t seem to be much pressure for merging or combining states or constructing new multi-national empires, and occasional steps in that direction (such as the union of North and South Yemen) haven’t fared well in recent years. The EU is probably the most important example of a nascent political union, but it is still largely an association of proud national states and is experiencing serious centrifugal forces these days.
To say that states will remain central and that their number is likely to rise is not to say that every one of these states will be around in 2050. It’s easy to imagine a different set of states emerging from the current turmoil in the Middle East, for example, my point is simply that we aren’t likely to see a significant reduction in the overall number.
The economic weight of different countries is pretty predictable too, at least over a span of a few decades. China’s dramatic rise is a partial exception to this rule, but most of the major economic powers in today’s world are the same countries that have been major economic players for a long time. GNP is not as easy to predict as demography, because some states do take off and others run into trouble, but we still know an awful lot about the international economic landscape of 2050.
To be specific, it is highly likely (if not quite certain) that the United States, China, Japan, India, Brazil, Russia, and the EU will be major economic players in 2050, and the states that have high per capita incomes at present will almost certainly have high per capita incomes 35 years from now. Similarly, although a few emerging economies will do well in the decades ahead, most of today’s poorer countries will still be relatively poor in 2050 (even if they are a lot better off than they are today). We know that Outer Mongolia or Burundi are not going to become Singapore by 2050, and Singapore isn’t going to turn into Somalia. States whose wealth is based entirely on natural resources such as oil and gas are something of a special case (i.e., their fortunes could decline rapidly if their particular commodity falls in price), but we still know a lot about who the key economic players are likely to be in the middle of this century. Short answer: the same states that are key players today.
Other features of 2050 are much harder to forecast, however, because they reflect explicit policy decisions and could shift quickly in response to events. For example, the alliances forged during the long Cold War have been around a long time and have proven to be remarkably durable, but can we really be confident NATO or America’s Asian alliances will still be around and still be meaningful thirty-five years down the road? If Russian power continues to decline and the United States focuses more and more attention on Asia, NATO will be increasingly irrelevant. And I’ve suggested before, it’s hard to imagine NATO playing an active role in a future U.S. effort to balance China.
Alliance dynamics in Asia will be increasingly complicated and hard to predict, so one can hardly rule out some pretty dramatic shifts there too. I’d bet on a balancing coalition to address China’s rising power, but its emergence and cohesion are far from certain. And if Chinese power continues to rise, can one entirely rule out the formation of closer security ties between Beijing and some countries in the — dare we say it? — Western hemisphere? I don’t think so. Nor is hard to imagine significant realignments in the Middle East, especially if Iran eventually gets out of the penalty box and becomes a more active and accepted player.