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Into the Grey: Grey Zone Warfare in Past, Present, and Future

Lead Research Organisation: Lancaster University
Department Name: History

Abstract

'Grey zone warfare' emerged as a key strategic global challenges in 2014. Russian operations in Ukraine, which were not part of any declared or easily recognisable form of warfare, confounded academics, pundits, politicians and Western armed forces. This and other conflicts in the 'grey zone' somewhere between war and peace were then described by a host of 'proto-concepts': 'new wars', low-intensity conflicts, operations other than war, fourth-generation warfare, hybrid warfare, and, indeed, 'grey zone warfare', whose one common denominator was that warfare had changed. Gone were the days of 'modern warfare', the domain of uniformed men fighting pitched battles to achieve decisive victories. Replacing them was 'post-modern' fluidity and diffusion, an erosion of traditional distinctions between war and peace, protracted struggles for 'hearts and minds', an almost limitless spectrum of violence, and a large toolbox ranging from proxy militias to cyber warfare with the wide-ranging objective of destabilising adversaries.

This project, however, is founded on the notion that history is rife with conflicts that have more in common with 'Ukraine' - or, indeed, 'Afghanistan' - than with the supposed norm of 19th and 20th-century regular, i.e. European, warfare. Our network innovates by positing that grey zone warfare is the most suitable analytical term to capture the key element connecting both 'post-modern' and other forms of conflict outside the Eurocentric 19th and 20th-century norm: organised violence existing between the states of declared interstate war and peace. A global, longue durée historical approach allows us to include in our analyses of grey zone warfare a diverse range of cases, ranging from sieges in medieval Europe to the Sino-Japanese proxy war over Korea in the 19th century.

Yet, grey zone warfare is an essentially contested concept, lacking clearly defined parameters. We thus aim to provide conceptual clarity by studying various forms of warfare that do not fit the European norm of state-based conflict, and to create a typology of 'grey zone warfare'. In drawing on representative historical case studies, we will identify their underlying dimensions, create and discuss categories for classification, measure and sort them, map variations, and, ultimately, provide important conceptual building blocs.

Global in scope and collaborative in nature, this project will create a network of scholars from a variety of disciplines - ranging from History to IR to Security Studies - to collaborate, compare and contrast different cases in order to jointly create a typology of grey zone warfare. The results will then be analysed and assessed in comparison to current relevant military strategies and doctrines, with the aim of critiquing and/or adding to those based on relevant historical examples. This will add important new ideas and data to both current scholarly approaches to grey zone warfare, the curricula of military academies, doctrinal manuals, policy on both the tactical, operational and strategic levels, and increase public understanding of the complexities of the grey zone phenomenon.

In order to accomplish these aims, we will organise two workshops, a round-table and a briefing session. The first workshop focuses on developing a typology of grey zone warfare on the basis of historical case studies. During the second workshop academics and practitioners will together test the historically informed typology against contemporary case studies. During the round-table we will test and promote the applicability of the typology of grey zone warfare and case studies for current and future military strategies, doctrines, and operations, as well as foreign and defence policy more generally. Finally, we will organise an online briefing session, aimed at a wide audience of journalists, NGO representatives, and other interested parties, to present our findings and discuss their relevance and implications.

Publications

10 25 50
 
Description Co-Investigator 
Organisation University of Amsterdam
Country Netherlands 
Sector Academic/University 
PI Contribution The International Co-I is based at the University of Amsterdam. Consequently, we have been working together since the beginning of this project. We have thus been in constant contact to develop, plan, and drive the project forward.
Collaborator Contribution See above.
Impact This project and all its related outputs.
Start Year 2023
 
Description Government 
Organisation Ministry of Defence (MOD)
Country United Kingdom 
Sector Public 
PI Contribution The collaboration is with representatives from the Secretary of State's Office for Net Assessment and Challenge (SONAC), and following discussions, we have invited them to the two workshops we have already held.
Collaborator Contribution One representative of SONAC has attended our first workshop, which took place in June 2023.
Impact There aren't yet any specific outputs.
Start Year 2023
 
Description Workshop 1: Developing a Typology of Grey Zone Warfare (Lancaster, 9 June 2023) 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact This workshop invited scholars to engage with questions pertaining to the nature, typology, and relevance of the concept of Grey Zone warfare. To keep the discussions informal and open to new perspectives, the questions were not applied in a rigorous manner. Each scholar had prepared a paper. First, two panels were held where the three respective papers were followed by an informal and unstructured discussion between all participants. Panel three was a discussion based on a contribution by Gunhild Hoogensen Gjørv. Thereafter two round tables were scheduled; one based on a paper presented by Sir Hew Strachan, the other an open floor. Instead of a paper, Sir Hew Strachan chose to share several observations about grey zone with the group before the discussion commenced. The two roundtables merged into one.
Year(s) Of Engagement Activity 2023
 
Description Workshop 2: Grey Zone Warfare in Past, Present, and Future (Amsterdam, 22 September 2023) 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Where the first workshop in Lancaster had invited predominantly historians to engage with questions pertaining to the nature, typology, and relevance of the concept of grey zone warfare, this second workshop in Amsterdam opened the discussion to other disciplines. The purpose of this inter-/multi-disciplinary approach was to gain new perspectives on the theatres and actors in grey zone warfare with a more contemporary focus. Each scholar had prepared a paper. Three panels were held, where the two respective papers were followed by an informal and unstructured discussion between all participants. These panels were followed by a closing round table.
Year(s) Of Engagement Activity 2023
 
Description Workshop 3 (Nato Defense College, Rome): Authors' workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Policymakers/politicians
Results and Impact Building on the first and second workshops of 'Into the Grey', this third workshop brought together key members of the network to discuss their draft chapters for an edited volume to be published with Oxford University Press on the grey zone. The majority of the participants were researchers, but some of the attendees were from the defence sector, i.e. NATO. The publication which will emerge from this workshop is also aimed at policymakers in security and defence.
Year(s) Of Engagement Activity 2024
URL https://www.ndc.nato.int/news/news.php?icode=1989