Suchergebnisse

Text finalised on December 15th, 2023. This document is the result of collective reflection on the part of the CIDOB research team.Coordinated and edited by Carme Colomina, it includes contributions from Inés Arco, Anna Ayuso, Ana Ballesteros, Pol Bargués, Moussa Bourekba, Víctor Burguete, Anna Busquets, Javier Carbonell, Carmen Claudín, Francesc Fàbregues, Oriol Farrés, Agustí Fernández de Losada, Marta Galceran, Blanca Garcés, Seán Golden, Berta Güell, Julia Lipscomb, Bet Mañé, Ricardo Martínez, Esther Masclans, Óscar Mateos, Sergio Maydeu, Pol Morillas, Diego Muro, Francesco Pasetti, Héctor Sánchez, Reinhard Schweitzer, Antoni Segura, Cristina Serrano, Eduard Soler i Lecha, Alexandra Vidal and Pere Vilanova.  2024 will be a year of ballots and bullets. The elections held in more than 70 countries will serve as a stress test for the democratic system, and the impact of the multiple conflicts stoking global instability will shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights.The erosion of international norms is more acute than ever, and events become more unpredictable. 2024 begins wide open, marked by an increasingly diverse and (dis)organised world, with hanging interests and alliances in issues such as geopolitical competition, green and digital transitions, or international security.The economic consequences of the succession of crises of recent years will be more visible in 2024: economic growth will be weak, and China's downturn will reverberate in emerging economies, in a climate of rapid tightening of financial conditions and a strong dollar. 2024 will be a year of ballots and bullets, a stress test both for the democratic system and for the multiple conflicts stoking global instability. We still face a world in disarray, in upheaval and in dispute. This time, however, any analysis hangs on the huge question mark of the intense series of elections that will shape the coming year. With all-out hostilities in Ukraine, Palestine, Sudan or Yemen, we are seeing the most active conflicts of any time since the end of the Second World War. How the various armed conflicts and the outcome of the more than 70 elections marked on the calendar impact one another will set the geopolitical agenda for the coming months.There are elections that can turn the course of a war. The political fallout of the brutal Israeli offensive in Gaza or the stalemate on the Ukraine front also depend on the presidential race in the United States. The cracks in transatlantic unity and the increasingly direct accusations of double standards in the West's loyalties are not unrelated to what happens in the United States on November 5th, 2024. A return of Donald Trump to the White House would bring a drastic shift in the power relations and Washington's position in each of these conflicts, from weapons' supplies to the Ukrainian government or the support for Israel, to confrontation with Russia and China.Yet it is not only about the future of US democracy; over 4 billion people will go to the polls in more than 70 countries. The European Union (EU), India, Pakistan, Indonesia, Taiwan, Mexico, Venezuela or Senegal, for instance: major actors that wield demographic or geopolitical clout will mark a year of unprecedented electoral intensity and shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights. More elections do not mean more democracy, however. We live in an age of Artificial Intelligence (AI) and extremely sophisticated manipulation that threatens the integrity of the ballot box. Hybrid systems are gaining ground, and it remains to be seen whether the cycle of elections in 2024 will signal a moment of deep degradation for democracy or a moment of resistance.The sensation of disorder is not new, nor even its quickening pace. But every year the erosion of current international norms is more marked, and events become more unpredictable. The world is increasingly decentralised, diversified and multidimensional. This "multiplex order", as Amitav Acharya described it in 2017, is cementing, because everything is happening simultaneously. And yet this reshaping of the world is still wide open because several struggles are playing out at once.







1. More conflict, more impunity2023 has been one of the most conflictive years in the world since the end of World War II. In just twelve months, political violence has increased by 27%. It grew in intensity and frequency. The war in Gaza brought 2023 to a close, with over 17,000 dead accounted for so far, warnings from the United Nations of the risk of humanitarian collapse and genocide of the Palestinian population trapped in the Strip, and the standoff between the Israeli prime minister, Benjamin Netanyahu, and the UN secretary general, António Guterres, to try to secure a ceasefire. In this ongoing crisis of the liberal order and amid discussion over the validity of international law, Israel has dealt a severe blow to the credibility of the United Nations. The Security Council has become an instrument of paralysis; a pincer in the service of the interests of old powers that have led Guterres to publicly acknowledge his frustration and sense of impotence. A politically weakened United Nations clings to its humanitarian action on the ground to try to make the difference between life and death. At least 130 UN humanitarian workers have lost their lives in Gaza since October 7th, the highest number of UN fatalities in a conflict in its history. 2023 has been a violent year. It is estimated that 1 in 6 people in the world have been exposed to conflict in the last twelve months. The sense of impunity and disregard for international law has escalated. Not only in Gaza. The entrenchment of the war in Ukraine; the expulsion of the ethnic Armenian population from Nagorno Karabakh; or the succession of coups in six African countries in the last 36 months are a clear illustration of this moment of "deregulation of the use of force", which has been crystallising over years of erosion of international norms. And if in late 2023 we saw the departure of the international troops from the G5 Sahel deployed to Burkina Faso and Niger, as had already occurred the previous year with the expulsion of the French forces from Mali, in 2024 it will be the United Nations mission in Sudan (UNITAMS) that will have to leave the country before February 29th. Human Rights Watch has called the withdrawal a "catastrophic abdication" because it increases the risk of large-scale atrocities and abuses in a scenario of civil war, ethnic cleansing and famine that has forced more than 7 million people to flee their homes, making Sudan the country with the highest number of internally displaced persons in the world.And yet the international struggle to curtail impunity will be equipped with new tools in 2024. As of January 1st, the Ljubljana - The Hague Convention on International Cooperation in the Investigation and Prosecution of the Crime of Genocide, Crimes against Humanity, War Crimes and other International Crimes could be signed (and ratified) by the United Nations member states that wish to join. It is the primary treaty for fighting impunity for international crimes and facilitates cooperation among states in the judicial investigation of these crimes, it ensures reparation for victims and streamlines extradition. At the same time, the UN is also drafting a Convention on crimes against humanity with the aim of creating a treaty that is binding in international law, especially in a climate marked by an increase in these crimes in countries like Myanmar, Ukraine, Sudan or Ethiopia. The United Nations General Assembly will assess the progress of the negotiations in autumn 2024. It will all coincide with the 30th anniversary of the Rwanda genocide.In March 2023, the International Criminal Court (ICC) issued an arrest warrant for the Russian president, Vladimir Putin, for war crimes in Ukraine, to no effect so far. But should Putin decide to attend the next G20 summit in Brazil in November 2024, it would present a challenge to the host country since, unlike last year's host India, Brazil is a party to the Rome Statute of 1998, the international treaty that led to the creation of the ICC. While President Lula da Silva initially said Putin would not be arrested if he attends the summit, he later rowed back, stating that the decision would fall to the Brazilian justice system and not the government. Despite the pessimism these treaties might produce, in recent months we have seen how, following the Azerbaijani military offensive in Nagorno Karabakh, Armenia signed the ICC's Rome Statute in November, acquiring member status as of February 2024. In addition, in late 2023 South Africa, Bangladesh, Bolivia, the Comoros and Djibouti called for an International Criminal Court investigation into war crimes, crimes against humanity and genocide in Palestine. In November 2023, the French judicial authorities issued an international arrest warrant for the Syrian president, Bashar al-Assad – rehabilitated back into the Arab League the same year, more than a decade after being thrown out – and for several of his generals over the use of chemical weapons against their own people in 2013.2. Democracy under scrutinyMore than 4 billion people will go to the polls in 76 countries, which amounts to nearly 51% of the world's population. While most of the people in these countries will vote in full or flawed democracies, one in four voters will take part in ballots in hybrid and/or authoritarian regimes. In countries such as Russia, Tunisia, Algeria, Belarus, Rwanda or Iran the leaderships will use these elections to try to tighten their grip on power and gain legitimacy in the eyes of their citizens, while the other half of the electorate will exercise their right to vote in countries that have undergone democratic erosion or displayed illiberal tendencies in recent years, like the United States or India.The close of 2023 saw the inauguration of the "anarcho-capitalist" Javier Milei as Argentina's president, confirming the deep crisis of traditional parties and the rise of radical agendas, from Nayib Bukele's aggressively punitive approach in El Salvador ―who will seek re-election in 2024―, to Popular Renewal bursting onto the electoral scene in Peru, following the party's refoundation by the current mayor of Lima, Rafael López Aliaga. They are extreme responses to the various political, economic and security crisis situations. In Europe, there were mixed results at the polls, with victory for the Polish opposition, on one hand, and a win for the Islamophobic Geert Wilders in the Netherlands, on the other. The rapid succession of elections in 2024 will be decisive in determining whether the protest, fragmentation and rise of political extremism that have transformed democracies worldwide are reinforced or whether the system weathers the storm.The votes of women and young people will be key in this test of democracy. They were in Poland, punishing the reactionary polices of the Law and Justice Party (PiS). In Brazil or Austria, for example, men's support of far-right forces is 16 percentage points higher than that of women. In Mexico, the ballot in June 2024 will elect a woman as the country's president for the first time in its history. The two candidates are Claudia Sheinbaum, a former mayor of the capital, for the ruling leftist party Morena, and Xóchitl Gálvez, for the opposition coalition Broad Front for Mexico, which brings together the conservative National Action Party (PAN) and the PRI (Institutional Revolutionary Party), among others. In the United States, the mobilisation of young Latinos will be particularly important. More than 4.7 million young Hispanics have obtained the right to vote in the last few years and they will play a significant role in key states like Nevada or Arizona. While this cohort tends to have a progressive stance and leanings, their view of the dominant parties is complex: questions of identity, discrimination or racism colour their relationships with both the Democrats and the Republicans and they reject political identification, reinforcing the idea that polarisation in the United States is more apparent among politicians than among their voters. Despite that, the fear of unfair elections has increased dramatically (from 49% in 2021 to 61% in 2023). Although US voters still perceive economic inequality as the main threat (69%), probably the greatest challenge in this election race is the presence of Donald Trump, not only because his immediate future is in the hands of the courts but also because if he does become the Republican presidential nominee, it will mean that the party has decided to place its future in the hands of the man who tried to overturn the results of the election four years ago and who the Congress committee to investigate the storming of the Capitol on January 6th, 2020, accused of "insurrection". January will see the start of the state primaries and caucuses. But with the final nominees still to be decided, according to the polls the scenario of an electoral contest between two candidates approaching or in their eighties currently favours Trump. Meanwhile, the date of the former president's trial can get dangerously close to the Super Tuesday, scheduled for March 5, the day on which 13 states vote in the Republican primaries.An investigation by The Guardian with the University of Chicago found that 5.5% of Americans, or 14 million people, believe that the use of force is justified to restore Donald Trump to the presidency, while 8.9% of Americans, or 23 million people, believe that force is justified to prevent him from being president. It is not an isolated trend. The risk of political instability and violence related to electoral processes is on the rise, as the Kofi Annan Foundation confirms.The future of the European Union, which is facing the winter with two wars on its doorstep, will also be decided at the ballot box. Apart from the elections to the European Parliament, which will be held from June 6th to 9th, 2024, 12 member states are also going to the polls. The general elections in Belgium, Portugal or Austria will be a good gauge of the strength of the far right, which is shaping up as one of the winners in the elections to the European Parliament. If the vote in 2019 spelled the end of the grand coalition that had guaranteed social democrats and Christian democrats a majority in the chamber since the European Parliament's beginnings, the big question now is knowing just how far right the European Union will swing.The latest voting intention projections show significant results for the Identity and Democracy (ID) group, home of extreme-right parties like Marine Le Pen's National Rally (RN) and Alternative for Germany (AfD), which would win as many as 87 seats and surpass the other family on the radical right, the European Conservatives and Reformists (ECR), led by the Italian prime minister, Giorgia Meloni, which would go from 66 MEPs at present to 83. Despite the loss of seats for the traditional forces, the European People's Party (EPP) will remain the EU's main political family. So, one of the questions in 2024 is whether the EPP, led by the Bavarian Manfred Weber, would be ready to seek a possible majority with the radical right.The new majorities will be crucial to determining the future of European climate commitments, continued aid to Ukraine and urgent institutional reforms to facilitate the accession of future members. The EU must deliver on the promise of enlargement, but it is increasingly ill-prepared to carry it through.Four candidate countries to join the EU will hold elections in 2024: Bosnia and Herzegovina, Moldova, North Macedonia, and Georgia, as well as the question mark hanging over the staging of elections in Ukraine. According to its constitution, Ukraine should hold elections in March 2024. But under martial law, imposed in the wake of Russia's invasion in 2022, with part of the electorate reluctant to vote in such exceptional circumstances and 8 million Ukrainian refugees outside the country, Volodymyr Zelensky already said in November that it was not "the right time" to go to the polls.The United Kingdom too, in the throes of a political and social crisis could hold early general elections, which are scheduled for January 2025. With the Conservatives facing a challenging scenario against the Labour Party headed by Keir Starmer, the current prime minister, Rishi Sunak, has the power to call the election at a time of his choosing at any point before then. Another issue is Libya. Since the United Nations plan to stage elections was postponed indefinitely in 2021, the inability to reach an agreement between the members of the two governments in the east and west of the country has put the possible date for elections back again, to 2024.There will be 16 elections in Africa, although only six of them will take place in countries considered to be democratic. Thirty years after the 1994 elections in South Africa, which marked the beginning of a democratic journey dominated since then by the African National Congress (ANC), the political landscape is beginning to change. The 2024 general elections may confirm the weakening of power and support for the ANC, while the main opposition parties seek alliances to present an alternative. In addition, the complicated economic situation, combined with other factors such as corruption, has led to the growing popularity of extremist parties.Also in India, the opposition presents itself more united than ever against Narendra Modi seeking to renew a third term in the spring. Boosted by nationalism, polarization, and disinformation, Modi will showcase the country's economic and geopolitical achievements. In 2023 India surpassed China as the most populous country in the world.Finally, it also remains to be seen what degree of participation the Venezuelan opposition might have in the presidential elections agreed with Nicolás Maduro for the second half of the year. For now, the internal panorama has become even more strained with the intensification of the territorial conflict with Guyana and the mobilization of the army.







3. From information overload to social disconnection Societies are increasingly weary, overwhelmed by the saturation of content and exhausted by the speed of the changes they must assimilate. Political and electoral uncertainty and the multiple conflicts that will shape 2024 will only widen the distance between society, institutions and political parties. The number of people who say they "avoid" the news remains close to all-time highs and is particularly prominent in Greece (57%), Bulgaria (57%), Argentina (46%) or the United Kingdom (41%). The main reasons? The excessive repetition of certain news stories and the emotional impact they can have on the population's mental health. In particular, according to the Reuters Institute, this fatigue is prompted by issues such as the war in Ukraine (39%), national politics (38%) and news related to social justice (31%), with high levels of politicisation and polarisation. The echoes of the COVID-19 pandemic, images of war-related violence and the economic impact of such events on increasingly adverse living standards for the population have magnified this trend towards disconnection, aggravated by a sense of loneliness and polarisation. Yet this drop in news consumption has gone hand in hand with greater use of social networks: younger generations, for example, are increasingly likely to pay more attention to influencers than to journalists. At the same time, there is growing fragmentation on the social networks. The migration of users to Instagram or TikTok has also changed the way current affairs are consumed, with a prioritisation of leisure over news content. It is not just a voluntary rejection of information; this tendency to disconnect has also led to a reduction in the social participation and involvement in online debates that had characterised the Arab Springs, the MeToo movement or Black Lives Matter. Nearly half of open social networks users (47%) no longer participate in or react to the news. But, moreover, the disconnect from the news is also linked to the political disconnection and social shifts that have clearly altered electoral behaviour. Demographic changes related to technology use and an environment of constant volatility have also resulted in a drop in voter loyalty and that has contributed to the crisis of the traditional parties. The identity element of belonging to a party has changed among young people. Identification is built on stances on issues such as climate change, immigration, racism, women's or LGBTQIA+ rights or even the conflict between Israel and Palestine. Some 65% of American adults say they always or often feel exhausted when thinking about politics. According to the Pew Research Center, six out of ten Americans of voting age admit to having little or no confidence in the future of their country's political system. And this discontent extends to the three branches of government, the current political leaders and candidates for public office. When asked to sum up their feelings about politics in a word, 79% are negative or critical. The most frequently repeated words are "divisive", "corrupt", "chaos" or "polarised", and they complain that conflicts between Republicans and Democrats receive too much attention and there is too little attention paid "to the important issues facing the country". The paradox, however, is that this discontent has coincided with historically high levels of voter turnout over the last few years. The question is whether there will be a repeat of this in the presidential elections in November, especially when they reflect another element of generational disaffection: gerontocracy. The average age of global leaders is 62. In young people's view, the traditional political parties have failed to articulate a direct form of communication, increasing the sense of disconnection between society, politicians and institutions. In this context, a repeat of the Biden-Trump confrontation in 2024 would emphasize the extreme polarization between Republicans and Democrats in an electoral cycle considered risky. Abortion rights and security remain strong mobilization points for voters.Sometimes, however, the disconnection can be forced and in this case a news blackout becomes a weapon of repression and censorship or freedom of expression. Iran, India and Pakistan were the three countries with most new internet restrictions in the first half of 2023, and all three are holding elections in 2024. With the rise and consolidation of AI, disinformation will be an additional challenge in this "super election year". The rapid progress of AI, particularly generative AI, may cast an even longer shadow over trust in information and electoral processes. The refinement of deepfakes, quick and easy creation of images, text, audios files or propaganda by AI and a growing dependence on social media to check and research facts form a breeding ground for disinformation at time when there is still no effective control of these technologies. Perhaps that is why the Merriam-Webster dictionary's word of the year for 2023 is "authentic". With the prelude of "post-truth" in 2016, technology's capacity to manipulate facts has no precedent, from the authenticity of an image to the writing of an academic work. Hence more than half of social media users (56%) say they doubt their own capacity to identify the difference between what is real and fake in news on the internet.4. Artificial intelligence: explosion and regulation 2023 was the year that generative AI burst into our lives; the year that ChatGPT was presented to society, which in January, just two months after its launch, already had 100 million users. In August, it hit 180 million. Yet the revolution also brought a new awareness of the risks, acceleration and transformation involved in a technology that aspires to match, or even improve or surpass human intelligence. That is why 2024 will be a crucial year for AI regulation. The foundations have already been laid. It only remains to review the different initiatives under way. The most ambitious is that of the European Union, which is resolved to become the first region in the world to equip itself with a comprehensive law to regulate artificial intelligence and lead the coming leap forward. The EU has opted to categorise the risks (unacceptable, high, limited or minimal) posed by the use of AI systems and will require a "fundamental rights impact assessment" be carried out before a "high-risk" AI system can be put on the market. The agreement reached in December will be ratified in the first quarter of 2024 and give way to a period of two years before its full implementation in 2026.Almost at the eleventh hour too, on December 1st of 2023 the G7 agreed international guidelines for artificial intelligence developers and users, particularly for generative AI, mentioning the need to introduce measures to deal with disinformation. G7 leaders see it as one of the chief risks because of possible manipulation of public opinion on the eve of a year of global election overdrive.But the debate on governance goes hand in hand with a geopolitical race to lead technological innovation and, unlike the EU, in the case of the United States and China that also means development of its military application. Both countries are looking to bolster their leadership. The first international AI safety summit, called by the British prime minister, Rishi Sunak, became a meeting point of major global powers – both public and private; techno-authoritarian or open – trying to regulate or influence the debates on regulation under way. A second in-person summit will take place in Seoul and a third one in Paris, both in 2024 . For now, the "Bletchley Declaration" is on the table, a document signed by 28 countries that gathers the pledge to tackle the main risks of artificial intelligence, an agreement to examine tech companies' AI models before they are launched and a deal to assemble a global panel of experts on artificial intelligence inspired by the United Nations Intergovernmental Panel of Experts on Climate Change (IPCC) . In addition, at the US Embassy in London, 31 countries signed a parallel (non-binding) agreement to place limits on the military use of AI. China, for its part, continues to move towards its goal of reaching 70% self-sufficiency in critical technologies by 2025, while clearly increasing its presence in the main tech-related international standardisation bodies.To add to this flurry of regulatory activity, a Global Digital Compact will be agreed at the Summit of the Future in September 2024, organised by the United Nations. This agreement will create a framework of multi-actor and multisectoral cooperation among governments, private enterprise and civil society, which should lay down a set of common rules to guide digital development in the future. The application of human rights online, the regulation of AI and digital inclusion will be some of the main topics under discussion.This need to regulate artificial intelligence will also be heightened in the coming months by a growing democratisation of AI tools, which will bring greater integration into different professional sectors. The focus on a responsible AI will be stepped up locally (more cities deploying AI strategies or regulatory frameworks), nationally and transnationally. As AI takes on a more important role in decision-making throughout society safety, trustworthiness, equity and responsibility are crucial. The latest annual McKinsey report on the use of generative AI tools says that a third of companies surveyed had begun to use these types of programs. The tech and communications sector (40%), as well as financial services (38%) and the legal profession (36%), are the frontrunners in their use and application. Yet the same survey also states that precisely the industries relying most heavily on the knowledge of their employees are those that will see a more disruptive impact of these technologies. Whether that impact is positive or negative is still unclear. Unlike other revolutions that had an effect on the labour market, it is white-collar workers who are likely to feel most vulnerable in the face of generative AI. A European Central Bank study, meanwhile, says that AI has not supplanted workers, but it has lowered their wages slightly, especially in jobs considered low and medium-skilled, which are more exposed to automatisation, and particularly among women.In the midst of this regulatory acceleration of the digital revolution, 2024 will also be the year when the European Union deploys, to it full potential, the new legislation on digital services and markets to place limits and obligations on the monopolistic power of the major platforms and their responsibility in the algorithmic spread of disinformation and harmful content. As of January 1st, it will be compulsory for Big Tech to abide by these regulations, with potential fines for breaches of as much as 6% of global turnover, according to the DSA (Digital Services Act) and between 10% and 20% of global turnover, according to the DMA (Digital Markets Act). The flow of international data will also increase in 2024, particularly transfers between the EU and the United States, by virtue of the new Data Privacy Framework approved in July 2023. We will also see fresh scrutiny from NGOs and digital rights groups to ascertain the legality of these transfers and whether they respect individual privacy.5. Economic fallout and debt sustainabilityThe economic consequences of the succession of crises of recent years will be more visible in 2024, especially the impact of the interest rate hikes to counter the biggest spike in inflation in 40 years following the energy crisis of 2022. Meanwhile, tougher financing conditions will limit fiscal policy, following the rapid rise in borrowing to tackle COVID-19 and the impact of the war in Ukraine.In a climate like this, growth will be slow. The International Monetary Fund (IMF) does not expect inflation to return to the target of most central banks until 2025, which augurs high interest rates for a long time yet, especially if there is a strain on oil prices again against a backdrop of geopolitical uncertainty. The IMF's growth forecast for 2024 is 2.9%, much the same as the estimate for 2023 and below pre-pandemic growth rates.Economies, however, will cool unevenly. The United States appears to have dodged recession thanks to the strength of its labour market and of fiscal incentives, which means it is likely to have a softer landing. Industrial relocation policies, like the Inflation Reduction Act, record corporate profits after Covid and the extraordinary loss of purchasing power caused by inflation are some of the ingredients to explain the resurgence of the US labour movement, without precedent since the 1970s. Its success may spread to other sectors and economies with strained labour markets. Thus, a fall in inflation and an increase in salaries in 2024 could provide some economic relief.







In the European Union, there will be greater scrutiny of public accounts, especially those of countries with least financial wiggle room like Italy, following a sharp increase in borrowing to tackle the pandemic and the impact of the war in Ukraine, owing to financing conditions and the entry into force of the reform of the EU's fiscal rules. "Fiscal discipline" will also loom large in the negotiation of the EU's new budget framework (MFF), where its greatest wishes (support for Ukraine, backing for industrial policy, the green transition and an increase in appropriations for defence, migration or the Global Gateway) will come face to face with reality (lack of resources or agreement to increase them). The adoption of the European Economic Security Strategy and the outcome of the antidumping investigation into Chinese subsidies on electric vehicles will go a long way to determining whether, on the economic front, the EU opts to align with the United States in its strategic competition with China or tries to be a champion of a reformed globalisation.It will also be necessary to keep a close eye on the development of China, which is facing its lowest economic growth in 35 years, not counting the Covid years, weighed down by its imbalances, particularly as far as an excessive accumulation of debt and dependence on the property sector are concerned. The change in the rules of globalisation prompted by US strategic competition will also hamper its exports and capacity to attract capital in a climate in which the Chinese leadership prioritises economic security over growth. With unfavourable demographics, the country has yet to establish domestic consumption as a motor for growth.Emerging economies will feel the force of China's slump, especially those with greater trade and financial dependence. The success of the Belt and Road Initiative in terms of investment volume has been overshadowed by repayment difficulties in up to 60% of the loans, which along with criticism has led Xi Jinping to announce a new phase of investments with smaller projects. In 2024, China's new role as a lender of last resort and its participation in the debt restructuring processes of countries in distress will have growing importance in how it is perceived and in its geoeconomic influence over the Global South.







A large number of emerging countries are in a delicate fiscal situation. In a climate of rapid tightening of financial conditions and a strong dollar, that also exacerbates their external vulnerability. While some countries such as Mexico, Vietnam or Morocco are capitalising on the reconfiguration of trade and value chains (nearshoring), most emerging economies are likely to be adversely affected by a scenario of greater economic fragmentation. According to the WTO, trade in goods between hypothetical geopolitical blocs – based on voting patterns in the United Nations – has grown between 4% and 6% slower than trade within these blocs since the invasion of Ukraine.In this climate of scant monetary and fiscal space, the buffer for cushioning another crisis is extremely thin, which could exacerbate market volatility and nervousness in the face of episodes of uncertainty. The main focus of attention may shift from Ukraine to the Middle East, since shocks from oil are felt more broadly across the economy than those from natural gas. This could directly affect the EU and Spain, which are particularly dependent because they import over 90% of the oil they consume. In addition, strategic oil reserves in the United States have not been so low since 1983 and the few countries with capacity to increase crude production (Saudi Arabia, United Arab Emirates and Russia) may not be inclined to do so without significant political concessions.6. South(s) and North(s)In our outlook for 2023 we announced the consolidation of the Global South as a space of confrontation and leadership and pointed to the strategic presence of India, Turkey, Saudi Arabia or Brazil. In 2024, this reconfiguration will go a step further. The contradictions and fragmentations of this dichotomous North-South approach will become more apparent than ever. The Global South has established itself as a key actor in the pushback against the West on anti-imperialist grounds or over double standards. The most symbolic image of this moment of geopolitical expansion will come in October 2024, when the BRICS bloc meets in Russia to formalise its expansion. Brazil, Russia, India, China and South Africa are welcoming Saudi Arabia, Egypt, the United Arab Emirates, Ethiopia and Iran into the fold. Together they account for 46% of the world's population, 29% of global GDP and include two of the three biggest oil producers in the world. Thus, the BRICS will have an even more powerful voice, although, inevitably, it may also mean more internal contradictions and conflicting agendas. The election of Javier Milei as the president of Argentina, who has confirmed his decision not to join the BRICS, also feeds into the idea of this clash of agendas and interests in the Global South. Saudi Arabia and Iran vie for strategic influence in the Persian Gulf. India and China have their own border disputes in the Himalayas. The Global South will continue to gain clout, but it will also be more heterogeneous. Other than a shared postcolonial rhetoric, its action is extremely diverse.The Global South is multiregional and multidimensional and comprises different political regimes. But it is also a geographical space where global trade flows are consolidating as a result of reglobalisation. The latest WTO annual report confirms that, while advanced economies are still key players in world trade, they are no longer dominant. However, , if in 2023 we spoke of the geopolitical acceleration of the "others", with India as the symbol of this potential leadership of the Global South, in 2024 it will be Latin America that tries to take a central role. Brazil will host the G20, while Peru will be the venue for the Asia-Pacific Economic Cooperation (APEC) summit.







And as we move beyond dichotomies, a deep internal crack may also appear in the Global North should the return of Donald Trump to the White House materialise. Transatlantic distance dominates a new framework of relations that is more transactional than a conventional alliance. Washington and Brussels' differences will worsen in 2024 when the United States asks the European Union to increase its contributions to the government of Volodymyr Zelensky and internal divisions among the member states prevent it. The second half of 2024 will be particularly tense, when Hungary – the most reluctant EU country when it comes to military aid and Ukraine's possible accession – takes over the EU's rotating presidency. It will also be paradoxical if this rift in the Global North widens because of the Ukraine war. Precisely, in 2023, the Ukrainian conflict was the mortar that cemented transatlantic unity, and confronted the EU and the United States with the limits of their ability to influence in the face of a Global South that questioned the double standards of the West. In 2024, however, the war in Ukraine may increase the distance between Washington and Brussels.Despite this logic of confrontation, the geopolitical short-sightedness of binarism is increasingly misplaced. And yet, it is difficult to overcome. The fact that both the United States and the European Union conceive their relations with Latin America solely as a space for resource exploitation and geopolitical dispute with China, is part of that short-sightedness. For the moment, the repeated failure of the negotiations over an EU-Mercosur agreement are dashing South America's hopes of being able to boost its trade presence in the European single market. Talks will resume in the first half of 2024, after Paraguay takes over the Mercosur presidency from Brazil.7. Backsliding on international commitmentsThe year 2023 left international cooperation in a shambles. Employing increasingly blunt language, António Guterres declared that the world is "woefully off-track" in achieving the Sustainable Development Goals (SDGs), which reached the halfway point to their 2030 deadline in 2023. The coming year must prove whether the international community is still capable of and wishes to agree on coordinated responses to common global problems through organs of collective governance. It will not be easy. We face an acceleration of the ecological crisis, record migration and forced displacements and a clear regression of the gender equality agenda.For the first time, the International Energy Agency (IEA) is projecting that global demand for oil, coal and natural gas will reach a high point this decade, based only on current policy settings, according to the World Energy Outlook 2023. In the short term, fossil fuel-producing countries are ignoring the climate warnings and plan to increase the extraction of coal, oil and gas. The choice of an oil state, the United Arab Emirates, as the host of a climate summit and the appointment of a fossil fuels executive as president was a bad omen at the very least.And yet, COP28 in Dubai has been the first to have managed to produce a text that explicitly recognizes the need to "transitioning away from" fossil fuels: oil, coal and gas, as the main culprits of the climate crisis. Although the final agreement has been celebrated as historic for referring to this need to initiate a transition to guarantee net zero emissions in 2050, the degree of ambition demonstrated is not sufficient to meet the objectives of the Paris Agreement. Likewise, while the creation of a Loss and Damage Fund to compensate the countries most affected by climate change is also a positive step, the initial collection of $700 million falls far short of what is necessary. Every year developing countries face $400 billion in losses linked to climate action.In this context, not only do we run the risk of exacerbating climate impacts; we shall also see a rise – more acutely than ever – of social and political tensions between governments and societies over the exploitation of resources. In Europe there is growing discontent with the EU's climate transition policies and the rise of Eurosceptic and radical right forces in the European Parliament elections of June 2024 will raise this pressure still further. The flurry of regulatory activity on climate and industrial matters is increasing the politicisation of this issue and stoking social unrest in certain member states. Italy, Poland, the Netherlands and certain sectors in Germany, particularly the far-right Alternative for Germany (AfD), are trying to limit the EU's ambitions on climate action. The arrival of a new government in Sweden, backed by the radical right, has slammed the brakes on the climate commitments led by one of the countries that has most contributed to EU environment policies. A hypothetical return of Donald Trump to the White House would also shake again some of the limited domestic and international progress in this area.According to a poll carried out by Ipsos, while a large part of European households continues to put the environment before economic growth, this proportion is declining. If in 2019, 53% of households preferred to protect the environment, in 2022 the figure had fallen by 5 percentage points, despite the clear impact of climate phenomena. Yet the trend of "not in my back yard" is not limited to Europe. In late 2023, we saw the resistance of Panamanians against a mining contract extension. Some experts speak of a "clash of environmentalisms" to refer to the confrontation that arises between those who wish to protect their country's natural resources and do not want to see a deterioration in their ecosystems and the interests of governments seeking resources to fuel their energy transition. We might see the same in the European Union. In early 2024, the Critical Raw Minerals Act will enter into force. It aims to guarantee the supply of nickel, lithium, magnesium and other essential materials for the green transition and strategic industries that are vital for electric cars and renewable energies, military equipment and aerospace systems, as well as for computers and mobile phones. And with this in mind the EU means to revive the mining industry on the continent. It is a move that may trigger protests by ecologists in the EU in the coming months.UN member states are also expected to reach a global agreement to end plastic pollution in 2024. It will be an international legally binding treaty and is hailed as the most important multilateral environmental pact since the Paris Agreement, setting a plan of action to 2040.However, it is gender policies and migration policies that are most exposed to this radical wave that has transformed government agendas, particularly in the European Union and Latin America. While it is true that gender parity recovered to pre-pandemic levels in 2023, the rate of progress has slowed. At the present pace, it will take 131 years to reach full parity. Although the share of women hired for positions of leadership has increased steadily by approximately 1% a year globally over the last eight years, that trend was reversed in 2023, falling to 2021 levels.The emerging feminist foreign policies, which defined those countries with a clear commitment to promoting gender equality in international relations, have added four important losses in recent months: Sweden, Luxembourg, The Netherlands, and Argentina. The changes in government, together with the growing politicization and polarization of issues perceived as "feminist", have demonstrated the easy abandonment of these initiatives, dependent on the progressive orientations of the governments in power. Mexico, another of the countries that has adopted these policies, will face elections in June that will also mark the continuity or abandonment of its commitment to gender equality in foreign action. And, despite not having a feminist foreign policy, Trump's return to the White House could lead to the reinstatement of restrictive abortion policies and funding cuts against international NGOs that promote sexual and reproductive rights.Moreover, the International Institute for Democracy and Electoral Assistance (International IDEA) reports a resurgence of anti-feminist trends in countries like Croatia and Italy and notes sexist and homophobic speech on the part of European leaders such as Viktor Orbán, Andrzej Duda or Giorgia Meloni, who have justified attacks on women's and LGBTQIA+ rights, undermining years of efforts to secure progress in breaking up gender stereotypes. Although the EU Gender Action Plan III is valid until 2025, a change in Brussels would also dilute the commitments of one of the actors most involved in this area.On a more positive note, it will be interesting to follow, in 2024, the progress of the Convention against Crimes against Humanity, which the UN is developing, as feminist and civil society movements around the world will take this opportunity to try to codify the gender apartheid as a crime against humanity – especially due to the Taliban regime's continued discrimination and oppression of Afghan women, and the situation of Iranian women.European migration policies have also suffered a major setback. The EU Pact on Migration and Asylum, which is set to move forward before the European elections in 2024, is a legitimisation of the EU's anti-immigration policies. The deal allows delays in registering asylum seekers, the introduction of second-rate border asylum procedures and extends detention time at the border. In short, it lowers standards and legalises what hitherto was unequivocally illegal.This looming agreement reflects the levels of polarisation and politicisation that set the tone of the European response to migration. And as we enter the run-up to the election campaign the migration debate will be even further to the fore in the coming months. It is, what's more, part of another, deeper process. The EU's externalisation policies have also fostered the stigmatisation of immigrants and refugees in the MENA region (Middle East and North Africa).8. Humanitarian collapseWar and violence drove forced displacement worldwide to a new high estimated at 114 million people by the end of September 2023, according to UNHCR. The main drivers of these forced displacements were the war in Ukraine and conflicts in Sudan, the Democratic Republic of Congo and Myanmar, as well as drought, floods and insecurity blighting Somalia and a prolonged humanitarian crisis in Afghanistan.In the first six months of 2023 alone, 1.6 million new individual asylum applications were made, the highest figure ever recorded. This is not an exceptional situation. The reignition of forgotten conflicts has increased levels of volatility and violence. In October 2023, over 100,500 people, more than 80% of the estimated 120,000 inhabitants of Nagorno-Karabakh, fled to Armenia after Azerbaijan took control of the enclave. There were also thousands of displaced persons in northern Shan because of an escalation in fighting between the Myanmar armed forces and various armed groups. At the end of October 2023, nearly 2 million people were internally displaced in Myanmar, living in precarious conditions and in need of vital assistance. And the images of over 1 million Palestinians fleeing their homes because of the Israeli military offensive, after Hamas attack from October 7, illustrate the humanitarian crisis afflicting Gaza.This increase in the number of displaced persons and refugees, however, has not been accompanied by a boost in international aid. Close to 1 million Rohingya refugees in Bangladesh must cope with declining international commitment. The United Nations reduced its food assistance and humanitarian aid to this group by one third in 2023. A lack of international funding considerably reduced assistance levels in 2023 and the World Food Programme was obliged to cut the size and scope of its food, monetary and nutritional assistance by between 30% and 50%. Some 2.3 billion people, nearly 30% of the global population, currently face a situation of moderate or severe food insecurity. Further rises in food prices in 2024 and the impact of adverse weather conditions on agricultural production may make the situation even worse still. The United Nations Office for the Coordination of Humanitarian Affairs (OCHA) anticipates that a total of 105 to 110 million people will require food assistance at least until early 2024, with an increase in need in the regions of southern Africa and Latin America and the Caribbean, and a net decrease in eastern Africa.Experts are pointing to the risk of a new rice crisis in 2024, as a result of India's export restrictions to try to cushion the effects of a drop in domestic production. The shock wave from the ban has also driven up the price of rice in Thailand and Vietnam, the second and third biggest exporters after India, which have seen prices rise by 14% and 22%, respectively. Added to that are the effects of the climate phenomenon known as El Niño, associated with heat and drought across the Pacific Ocean, which could harm production in 2024. Experts are currently warning that if India maintains the current restrictions, the world is headed for a repeat of the rice crisis of 2008.El Niño, which is set to continue to mid-2024, is usually associated with increased rainfall in certain areas of southern South America and the southern United States, the Horn of Africa and Central Asia. On the other hand, El Niño can also cause severe drought in Australia, Indonesia and parts of Southeast Asia.The last episode of the phenomenon, in 2016, was the warmest year on record, with global heat records that have yet to be surpassed.Donor governments and humanitarian agencies must prepare for major assistance needs in multiple regions. The year 2023 has left us some indication of it: extreme drought in the Amazon and maritime traffic restrictions in the Panama Canal; forest fires in Bolivia and power cuts in Ecuador owing to low electricity production in over 80% of hydroelectric plants; the worst floods on record in northwest Argentina, which also caused landslides affecting over 6,000 people; and a devastating category 5 hurricane in Mexico that surprised the authorities and scientists, who failed to foresee the intensity of the phenomenon. 9. Securitisation vs. rightsThe conflict between security and fundamental rights has been a constant feature of 2023 and the electoral uncertainty of the coming months will only compound the urge to pursue heavy-handed policies and control. The public debate throughout Latin America, without exception, has been dominated by security, directly impacting other crises such as migration, which has affected the entire continent for a decade and in 2024 is expected to be even more intense. "Bukelism" has a growing number of fans. The new Argentine president, Javier Milei, has said he is an admirer of the hard-line polices of the Salvadoran president, Nayib Bukele. The election campaign in Ecuador was also coloured by the debate on security.The continent is fighting a new crime wave that has spilled into traditionally more stable countries that are now part of lucrative drug-trafficking routes, as is the case of Paraguay and Argentina. People trafficking, particularly the criminal exploitation of the Venezuelan migration crisis, has also grown throughout Latin America. Against this backdrop, the United Nations and Interpol have launched a joint initiative to combat human trafficking. It remains to be seen what impact the Venezuelan elections might have on this migration crisis, which has already led to over 7 million people leaving their homes since 2014.







Moreover, increasing impunity has also brought a mounting risk of authoritarian inclinations on the part of governments in Latin America, with the militarisation of public security and an undermining of democracy across the continent. In the European Union too. For some time, the sense of vulnerability has been a political boon for certain forces in the EU. With the outbreak of war in Gaza, some European countries ramped up security for fear of terrorist attacks, going to the extreme of banning demonstrations in support of the Palestinian people, as in France. In this climate, the securitisation of social movements is also emerging as a strategy that will continue to gain prominence in 2024. More and more, democratic governments are stepping up the pressure on protest movements: fines, curbs on free speech or judicial persecution are shrinking the space for civil dissent. On this point, the EU has reached an agreement to legislate against strategic lawsuits that seek to discourage public participation or silence independent media (known as SLAPPs) which is set to be ratified before the end of the current legislative term.Finally, the debate on security and its impact on individual rights will also mark the months leading up to the 2024 Olympic Games in Paris. Civil rights groups have decried the French government's plans to use AI surveillance cameras to pick up real-time activity on the streets of the capital during the games. Technology is a crucial component of the transformation that security and conflict are undergoing. Drones have become a vital weapon for the resistance in Ukraine, and in the arsenal of Hamas in its October 7th attack on Israel. A United States in the midst of budget cuts is, however, poised to inject extra cash into the Pentagon in 2024 for the development of "electronic warfare" programmes.10. The decoupling of interests and valuesThere is a common thread in many of the previous points that connects an increasingly diverse and (dis)organised world through changing interests and alliances. In its 2023 Strategic Foresight Report, the European Commission acknowledges that the "battle of narratives" it used for so long as an argument in the geopolitical confrontation between democracy and authoritarianism is becoming obsolete. It goes further than the realisation that the West has lost the battle for the narrative in the Ukraine war and that its double standards in the face of global conflicts diminishes the EU's clout. Sudan is the clearest example of how the West can commit to wars it considers existential for the survival of its own values, such as the Ukraine one, while it ignores the genocide being carried out, with house-to-house murders, in the refugee camps of Darfur.The world has turned into a "battle of offers", shaping both public opinion and government action. There is a growing diversity of options and alliances. Thus far, hegemonic narratives are either challenged or no longer serve to make sense of the world. In this "unbalanced multipolarity", with medium-sized powers setting regional agendas, the major traditional powers are compelled to seek their own space. Global competition for resources to fuel the green and digital transitions accentuates this variable geometry of agreements and alliances still further. And the results of the series of elections in 2024 may ultimately reinforce this transformation. The United States' isolationist inclinations are real. Vladimir Putin will confirm his resilience at the polls, after dodging the effects of the international sanctions and building an economic apparatus to withstand a long war in Ukraine. In India, Narendra Modi's popularity remains intact and drives the dominance of his party. The election question sets the stage for a 2024 that begins wide open. The crisis of the liberal order, aggravated by the international reaction to the latest conflicts, and the erosion of multilateralism – with an explicit challenge to the United Nations – foster yet further this sensation of a dispersion of global power towards an assortment of dynamic medium-sized powers capable of helping to shape the international environment in the coming decades.A pivotal year begins to evaluate the resistance capacity of democratic systems long subdued to a profound erosion. We will be attentive to the outcome of the ballots and to the increasing unabashed actions of bullets, pressing the limits of impunity.







CIDOB calendar 2024: 75 dates to mark on the agenda January 1 – Changeover in the United Nations Security Council. Algeria, Guyana, the Republic of South Korea, Sierra Leone and Slovenia start their terms as non-permanent members of the UN Security Council, replacing Albania, Brazil, Gabon, Ghana and the United Arab Emirates, whose terms end. January 1 – Dissolution of the Republic of Artsakh. The self-proclaimed Republic of Nagorno-Karabakh will cease to exist at the start of the year, after more than three decades of control over the territory. In September 2023, Azerbaijan launched a military offensive to reintegrate this predominantly ethnic Armenian-populated enclave. The assault led the self-declared republic to announce its dissolution. January 1 – BRICS expansion. Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates will join Brazil, Russia, India, China and South Africa as full members of BRICS. Argentina's new president, Javier Milei, has finally ruled out his country's incorporation. January 1 – Belgian presidency of the Council of the European Union. Belgium takes over the rotating presidency of the Council from Spain, marking the end of this institutional cycle. The Belgian semester will hold until June 30. January 7 – Parliamentary elections in Bangladesh. The vote will take place against a backdrop of deep political division in the country. This division led to mass demonstrations by the opposition at the end of 2023, calling for an interim government to oversee the elections. The current prime minister, Sheikh Hasina Wazed, is looking to for another term after 15 years in power, while her main rival and leader of the Bangladesh Nationalist Party, Khaleda Zia, is currently under house arrest on charges of corruption. January 13 – General elections in Taiwan. For the first time since Taiwan became a democracy, three candidates are competing for the presidency after the opposition failed to form a common front: the current vice president Lai Ching-te, from the ruling Democratic Progressive Party; Hou You-yi from the Kuomintang, and Ko Wen-je, a former mayor of Taipei and leader of the Taiwan People's Party. The outcome of these elections will mark the course of Taiwan's policy towards China, with an eye on the United States, at a time of growing tension between Taipei and Beijing. January 14 – Inauguration of Bernardo Arévalo as president of Guatemala. To widespread surprise, the Seed Movement candidate won the 2023 elections. Since the vote was held, political and social tension in the country has been rising due to efforts by the Guatemalan public prosecutor's office to overturn the election results and prevent Arévalo from taking office. January 15-19 – World Economic Forum. An annual event that gathers major political leaders, senior executives from the world's leading companies, heads of international organisations and NGOs, and prominent cultural and social figures. This year's meeting will mainly focus on examining the opportunities provided by the development of emerging technologies and their impact on decision-making and international cooperation. January 15-20 – 19th Summit of the Non-Aligned Movement. Uganda will be the venue for the next summit of the 120 countries that make up this grouping of states. The theme for this edition is "Deepening cooperation for shared global affluence" and it is scheduled to tackle multiple global challenges of today with a view to fostering cooperation among the member states. January 21-23 – Third South Summit of G-77 + China. Uganda will host this forum looking to promote South-South cooperation, under the theme "Leaving no one behind". The 134 member states from Asia, Africa, Latin America and the Caribbean will focus on the areas of trade, investment, sustainable development, climate change and poverty eradication. February 4 – Presidential elections in El Salvador. Nayib Bukele, who heads the New Ideas party and currently holds the presidency of El Salvador, is shaping up as the clear favourite for re-election. The country has been in a state of emergency since March 2022, in response to the security challenges affecting the nation. February 8 – Presidential elections in Pakistan. Since Imran Khan's removal as prime minister in April 2022, Pakistan has been mired in political instability, deep economic crisis and rising violence on the part of armed groups. The elections will be supervised by a caretaker government after the expiry of the Pakistani parliament's five-year term in August 2023. February 14 – Presidential and legislative elections in Indonesia. Three candidates are competing to succeed the current president, Joko Widodo, who after two terms cannot stand for re-election. The next leader will face the challenges of boosting growth in an economy reliant on domestic consumption, driving the development of the tech industry and navigating pressure from China and the United States to protect their national interests. February 16-18 – 60th Munich Security Conference. Held every year, it is the leading independent forum on international security policy and gathers high-level figures from over 70 countries. Strengthening the rules-based international order, the impact of the wars in Ukraine and Gaza, resisting revisionist tendencies or the security implications of climate change will be some of the main issues on this year's agenda. February 17-18 – African Union Summit. Ethiopia, which holds the presidency of the African Union, will be organising the summit. This year, it will address some of the numerous issues in Africa, including instability in the Sahel, growing global food insecurity, natural disasters on the continent or democratic backsliding. In addition, the tensions between Morocco and Algeria will be centre stage as both countries are vying for the presidency. February 25 – Presidential elections in Senegal. Following multiple waves of protests, the current president, Macky Sall, announced he would not be standing for a third term. It is the first time in the country's democratic history that a sitting president will not be standing in the elections. The need to ensure jobs for the country's young population will be one of the key issues in the election campaign. February 26-29 – Mobile World Congress. Barcelona hosts the world's biggest mobile phone event, gathering the leading international tech and communications companies. This edition will be devoted to 5G technology, connectivity, the promotion of human-centred artificial intelligence or the digital transformation, among other themes. March 1 – Parliamentary elections in Iran. With an eye on the succession of the ageing Ayatollah Ali Khamenei, Iranians will elect their representatives to the Islamic Consultative Assembly and the Assembly of Experts, the latter body in charge of electing the new supreme leader in the coming years. The elections will be marked by the escalation of tension in the Middle East and the deep economic and social crisis that has increased popular disaffection with the regime. March 8 – International Women's Day. Now a key date on the political and social calendar of many countries. Mass demonstrations have gained momentum in recent years, particularly in Latin America, the United States and Europe. The common goal is the struggle for women's rights and gender equality throughout the world. March 10 – Parliamentary elections in Portugal. The country faces a snap election after the institutional crisis triggered by the resignation of the socialist prime minister, António Costa. The former leader was the target of a judicial investigation over alleged corruption that directly involved several members of his government team. March 15-17 – Presidential elections in Russia. While Vladimir Putin is expected to secure re-election, maintaining his grip on power until 2030, Russia will go to the polls against a backdrop of multiple domestic security challenges. The Russian withdrawal from the Ukrainian region of Kharkiv, the impact of the war in Ukraine, the failed Wagner uprising of June 2023 and the antisemitic disturbances in the North Caucus in October could force Putin to use the election calendar to embark on major a shakeup of the political and military leaderships. March 18 – 10th anniversary of Russia's annexation of Crimea. The annexation of Crimea by Russia, which had invaded the region some weeks earlier, was formalised via a referendum on Crimea's political status that went ahead without international recognition. The event took place following the fall of the then Ukrainian president, Viktor Yanukovych, a pro-Russian, in the wake of a series of protests with a clear pro-European bent. March 21-22 – Nuclear Energy Summit. The International Atomic Energy Agency and the Belgian government will gather over 30 heads of state and government from across the world, as well as energy industry and civil society representatives. The summit seeks to promote nuclear energy in the face of the challenges posed by reducing the use of fossil fuels, enhance energy security and boost sustainable economic development. March 31 – Presidential elections in Ukraine. According to the Ukrainian constitution, presidential elections must be held on the last Sunday in March of the fifth year of the presidential term of office. However, it is uncertain whether they will go ahead given they are illegal under martial law, in effect since the start of Russia's invasion of the country in 2022. A lack of funds and the Ukrainian people's opposition to holding elections in wartime are important factors. March 31 – Local elections in Turkey. The Republican People's Party (CHP), the main opposition, is hoping to maintain control of the key municipalities it won in 2019. They include the capital, Ankara, Istanbul and other major cities. Recep Tayyip Erdoğan's re-election and the retention of the parliamentary majority in the elections of 2023 have prompted his Justice and Development Party (AK Party) to try to make up ground at municipal level. April 7 – 30th anniversary of the genocide in Rwanda. The deaths of the presidents of Burundi and Rwanda in a plane crash provided the trigger for a campaign of organised and systematic extermination of members of the Tutsi population at the hands of Hutu extremists that would last 100 days. On July 15th, 1994, the Rwandan Patriotic Front established a transitional government of national unity in Kigali that would put an end to the genocide. Between 500,000 and 1 million people are estimated to have been murdered. April-May – General elections in India. Despite growing illiberal tendencies, the "world's biggest democracy" goes to the polls in April and May. The current prime minister, Narendra Modi, is aiming for a third term against an opposition that is more united than ever under the Indian National Development Inclusive Alliance (INDIA). May 2 – Local elections in the United Kingdom. Elections will take place for local councils and mayors in England, including London and the combined authority of Greater Manchester. The elections will be seen as an indicator of the level of support both for the Labour Party and for the Conservatives ahead of general elections scheduled for January 2025. May 5 – General elections in Panama. Panamanian society will elect new representatives for the presidency, National Assembly, mayoralty and other local representatives. The elections will take place against a backdrop of marked polarisation and rising social tension, exacerbated by issues relating to domestic security, political disputes and the management of natural resources. May 19 – Presidential and legislative elections in the Dominican Republic. The current president, Luis Abinader, leader of the Modern Revolutionary Party, is seeking re-election in a vote in which most opposition parties will unite under the Opposition Alliance Rescue RD. Territorial, migration and economic tensions with neighbouring Haiti will be central issues during the election campaign.June – Presidential elections in Mauritania. The current president, Mohamed Ould Ghazouani, will seek re-election after four years of business as usual following the departure in 2019 of the former president, Mohamed Ould Abdel Aziz, who today faces multiple corruption charges. The winner of the elections will have to deal with rising social tension, as well as geopolitical tensions across the region. June 2 – General and federal elections in Mexico. Claudia Sheinbaum, the official shortlisted presidential candidate for the National Regeneration Movement (Morena), is the clear favourite against the main opposition candidate from the Broad Front for Mexico, formed by the Institutional Revolutionary Party (PRI), National Action Party (PAN) and the Party of the Democratic Revolution (PRD). Voters will not only elect the president and the government, but also senators and federal deputies, as well as thousands of state and/or municipal officials in 30 of the 32 federal entities. June 6-9 – Elections to the European Parliament. Voting will take place simultaneously in the 27 countries that form the European Union. Some of the major questions are how far populist and far-right parties will advance, how much clout the traditional social democrat and conservative families will wield and the possible alliances that might form for the subsequent selection of key European posts. June 9 – Federal elections in Belgium. Coinciding with the Belgian presidency of the European Union, the country will hold federal, European and regional elections on the same day. One of the most significant issues will be how well the far-right party Vlaams Belang fares. It is aiming for a considerable increase in its support to test the resistance of the cordon sanitaire that has excluded it from power until now. June 13-15 – 50th G-7 summit in Italy. Savelletri, a small town in the Italian region of Puglia, will be the venue for a new meeting of the G7. The summit will tackle the main geopolitical challenges on the global stage and their impact on the international economy, along with other crucial issues on Italy's agenda, such as immigration and relations with Africa. June 20 – World Refugee Day. The number of forcibly displaced people hit all-time highs in 2023. There are refugees and internally displaced persons due to the impact of the war in Ukraine and the numerous conflicts in the Middle East and Africa, as well as the impacts of climate change. During that week in June, the UNHCR will release its annual report on the global trends in forced displacement. First half of 2024 – Deployment of an international mission to Haiti. Kenya will lead the deployment of a security contingent with the participation of other countries. The goal is to tackle the gang violence in Haiti that is causing a major security and governance crisis. In October 2023, following a request from the secretary general and Haitian prime minister, the United Nations Security Council authorised a multinational security support mission for a period of one year. First half of 2024 – Quadrilateral Security Dialogue (Quad) Summit. India will host a new meeting of this strategic forum for the Indo-Pacific region formed by Australia, India, Japan and the United States to address common issues regarding trade, critical technologies, human rights and climate change. July – 24th Summit of the Shanghai Cooperation Organisation. Kazakhstan holds the yearly rotating chairmanship of the main regional forum in Central Asia for security, economic and political affairs, made up of China, India, Iran, Kazakhstan, Kyrgyzstan, Pakistan, Russia, Tajikistan and Uzbekistan. The priorities of the Kazakh chairmanship focus on matters of security and regional unity, as well as economic development and regional trade. Belarus is expected to join the organisation this year. July 1 – Hungary takes over the rotating presidency of the Council of the European Union. Hungary will take over the rotating presidency of the Council of the European Union in the second half of the year, amid tension with the European Commission and Parliament over its failures to comply with EU law. July 8-18 – High-Level Political Forum on Sustainable Development. World leaders and representatives will meet in New York to follow up and review the Sustainable Development Goals (SDGs), as well as present Voluntary National Reviews on the SDGs. The theme will be "Reinforcing the 2030 Agenda and eradicating poverty in times of multiple crises: the effective delivery of sustainable, resilient and innovative solutions". July 9-11 – NATO Summit. Washington will be the venue for the NATO summit, where the presentation of a security strategy for the southern flank is expected, in response to the mandate arising out of the Vilnius summit in 2023. In addition, 2024 marks the 75th anniversary of the founding of NATO. July 26-August 11 – Summer Olympic Games in Paris. France will host the Games of the XXXIII Olympiad, the world's main sporting event, which is held every four years. It affords the hosts a good opportunity to kick-start an economy that has stagnated in recent years. August – Presidential and parliamentary elections in Rwanda. The incumbent president of Rwanda, Paul Kagame, who has been in the post since 2000, is running for re-election after three successive ballots in which he has polled over 90% of the votes. September – Parliamentary elections in Austria. The burning question is whether the conservatives (ÖVP) and the greens (Die Grünen) will be able to repeat their current government coalition or whether the results of the populist Freedom Party of Austria (FPÖ) and the social democrats of the SPÖ will offer alternative majorities. September 22-23 – UN Summit of the Future. Based on the "Our Common Agenda" report presented by UN Secretary General António Guterres in 2021, on multilateralism and international cooperation, this high-level event aims to accelerate the fulfilment of existing international commitments and tackle emerging challenges and opportunities. The culmination of this effort will be the creation of a Pact for the Future negotiated and endorsed by the participating countries. September 24 – General Debate of the 79th Session of the United Nations General Assembly. A yearly event that brings together the world's leaders to assess the current state of their national policies and their world views. September 26-27 – 10th anniversary of the Ayotzinapa case. Mexico will mark the 10th anniversary of the Ayotzinapa (or Iguala) case, one of the biggest human rights scandals in the country's recent history. Still unsolved, the case involved the forced disappearance of 43 students from the Ayotzinapa Rural Teachers' College, Guerrero state. October – 16th BRICS Summit. Kazan in Russia will be the venue for the summit of the new BRICS, now expanded to 11 countries, adding impetus to Moscow's efforts to demonstrate that the country is not isolated despite the large-scale invasion of Ukraine. October 1 – 75th anniversary of the founding of the People's Republic of China. It is 75 years since Mao Zedong founded the People's Republic of China. The event marked the end of the civil war between the Chinese Communist Party and the Kuomintang that had broken out immediately after the surrender of Japan and the dissolution of the Second United Front between the two political forces during the Second Sino-Japanese War. October 6 – Municipal elections in Brazil. The elections will be a good gauge of the level of support for the Workers' Party and the parties that back President Lula, as well as of the advance, or otherwise, of Bolsonaro-linked candidates. In the cities where a second round of voting is required, it will take place on October 27. October 9 – General and regional elections in Mozambique. President Filipe Nyusi will end his second and final presidential term. According to the country's constitution, he cannot stand again. His party, the Liberation Front of Mozambique (FRELIMO), which has been in power for decades, must find another candidate. The next government will face various challenges, including political tension, an increase in jihadi terrorism and marked social exclusion. October 24 – International Day of Climate Action. The goal is to mobilise and raise awareness of the effects of climate change among society and governments across the world. It is a good moment to analyse the different agendas to fight climate change and the progress being made in the most polluting countries. October 27 – General elections in Uruguay. The Broad Front (FA), a centre-left party with strong ties to the trade unions and other social organisations, will compete for victory against the centre-right Multicolour Coalition, which is currently in power and has faced several corruption cases in recent months. November – APEC Summit. Peru will host a new meeting of the Asia-Pacific Economic Cooperation forum, which gathers 21 countries. The theme this year is "People. Business. Prosperity". November – COP29 Climate Change Conference. Azerbaijan will host the world's largest international summit dedicated to climate change in 2024. For the second consecutive year, it will be held in a country whose economy is dependent on fossil fuel production. November – 29th Ibero-American Summit. Ecuador will host the Ibero-American Summit of heads of state and government under the theme "Innovation, inclusion and sustainability". In parallel, the main cities of Latin America, Spain and Portugal will hold a "Meeting of Ibero-American Cities", the conclusions of which will be presented during the summit. November 4-8 – 12th World Urban Forum. Cairo will host the premier gathering on urban issues and human settlements organised by UN-Habitat. November 5 – Presidential elections in the United States. The incumbent president, Joe Biden, is seeking re-election and, with the former president, Donald Trump, still to be confirmed as the Republican presidential nominee, the campaign promises to be highly polarised. The election calendar will influence Washington's foreign policy decisions. November 5 – General elections in Georgia. The ruling coalition Georgian Dream is looking for yet another term. The war in Ukraine has split the country again between those who seek deeper integration with the West and hope to join the European Union in the future and those who advocate normalising relations with Russia. November 11 – 20th anniversary of the death of Yasser Arafat. The historic Palestinian leader and president of the Palestinian National Authority died 20 years ago in Paris. He played a crucial role in the Middle East peace process, which, along with Israeli leaders Yitzhak Rabin and Shimon Peres, earned him the Nobel Peace Prize in 1994. November 18-19 – G-20 summit in Brazil. Under the theme "Building a just world and sustainable planet", the main topics for discussion and debate at this meeting will include energy transition and development, reform of the global governance institutions, and the fight against inequality, hunger and poverty. December – Presidential elections in Algeria. President Abdelmadjid Tebboune is expected to run for re-election. The country faces several security challenges due to the instability in the Sahel and the rising tension with Morocco over the Western Sahara. It also plays a crucial role as a supplier of gas to Europe amid the energy crisis caused by the war in Ukraine. December – General elections in South Sudan. The terms of the peace agreement of 2018, which put an end to an internal armed conflict lasting five years, established the forming of a government of national unity led by the current president, Salva Kiir, and his rival, the vice president, Riek Machar. Kiir has proposed holding free presidential elections in late 2024. December 7 – Presidential elections in Ghana. The elections are expected to be a two-horse race between Mahamudu Bawumia, the current vice president of the ruling New Patriotic Party (NPP), and the former president, John Dramani Mahama, the candidate of the main opposition party, the National Democratic Congress (NDC). The country is facing its worst economic crisis of recent decades and major security challenges because of the geopolitical situation in the Sahel. Second half of 2024 – Presidential elections in Venezuela. The Chavistas and the opposition gathered under the umbrella of the Unitary Platform reached an agreement in Barbados on staging presidential elections that provides for the invitation of regional and international observers. The decision came as the United States announced the lifting of sanctions on Venezuelan gas and oil in October 2023. Pending – 53rd Pacific Islands Forum. Tonga is to host a new meeting of the main discussion forum spanning the region of Oceania, which brings together the interests of 18 states and territories on matters of climate change, the sustainable use of maritime resources, security and regional cooperation. It is a geographical space of growing interest to China and the United States, which have begun a diplomatic race to draw some of these countries and territories into their spheres of influence. Pending – 44th ASEAN Summit. Laos will host a new meeting of Southeast Asia's main regional forum, which brings together 10 countries. The theme this time is "Enhancing connectivity and resilience". Pending – AI Safety Summit. France will host the second meeting of this international summit whose goal is to foster work and initiatives to tackle the risks posed by artificial intelligence. The first event, held in London in 2023, resulted in the Bletchley Declaration, which advocated greater international cooperation to address the challenges and risks associated with artificial intelligence. Pending – 33rd Arab League Summit. Bahrein will host a fresh meeting of the main political organisation gathering the countries of the Middle East and North Africa. The Israeli-Palestinian conflict, food and energy security issues, and the regional impacts of the war in Ukraine will be some of the main topics of discussion and debate. Pending – Presidential and parliamentary elections in Sri Lanka. The social tension in the country, mired in a deep economic crisis that has led to an International Monetary Fund rescue, has increased in recent months and is expected to intensify throughout the electoral process. Pending – General elections in Chad. Chad's transitional president, Mahamat Idriss Déby, who came to power in April 2021 via a military junta following the death of his father, Idriss Déby, promised the staging of free elections in late 2024. The country is facing a serious food and security crisis. Pending – 3rd Summit for Democracy. South Korea will be the host of this US-promoted summit, which since 2021 has gathered heads of government and leaders from civil society and the private sector. Its goal is to address the challenges and opportunities facing democracies in the 21st century on matters relating to democratic governance, safeguarding human rights and fighting corruption. Pending – General and regional elections in South Africa. The African National Congress (ANC), in power since the first free and general elections in 1994, is looking to stay there, although the main opposition party, the Democratic Alliance, could pull off a surprise. The country faces countless challenges, particularly in matters of security thanks to soaring crime rates, a major energy crisis and high unemployment. Pending – Presidential elections in Tunisia. They will be the first elections since the power grab by the Tunisian president, Kaïs Saied, in 2021 and the return to authoritarianism of the only country that appeared to have consolidated democracy following the Arab Spring of 2010-2011. Saied has already announced he will not allow the presence of international election observers. DOI: https://doi.org/10.24241/NotesInt.2023/299/enAll the publications express the opinions of their individual authors and do not necessarily reflect the views of CIDOB as an institution

Text finalised on December 15th, 2023. This document is the result of collective reflection on the part of the CIDOB research team.Coordinated and edited by Carme Colomina, it includes contributions from Inés Arco, Anna Ayuso, Ana Ballesteros, Pol Bargués, Moussa Bourekba, Víctor Burguete, Anna Busquets, Javier Carbonell, Carmen Claudín, Francesc Fàbregues, Oriol Farrés, Agustí Fernández de Losada, Marta Galceran, Blanca Garcés, Seán Golden, Berta Güell, Julia Lipscomb, Bet Mañé, Ricardo Martínez, Esther Masclans, Óscar Mateos, Sergio Maydeu, Pol Morillas, Diego Muro, Francesco Pasetti, Héctor Sánchez, Reinhard Schweitzer, Antoni Segura, Cristina Serrano, Eduard Soler i Lecha, Alexandra Vidal and Pere Vilanova.  2024 will be a year of ballots and bullets. The elections held in more than 70 countries will serve as a stress test for the democratic system, and the impact of the multiple conflicts stoking global instability will shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights.The erosion of international norms is more acute than ever, and events become more unpredictable. 2024 begins wide open, marked by an increasingly diverse and (dis)organised world, with hanging interests and alliances in issues such as geopolitical competition, green and digital transitions, or international security. The economic consequences of the succession of crises of recent years will be more visible in 2024: economic growth will be weak, and China's downturn will reverberate in emerging economies, in a climate of rapid tightening of financial conditions and a strong dollar. 2024 will be a year of ballots and bullets, a stress test both for the democratic system and for the multiple conflicts stoking global instability. We still face a world in disarray, in upheaval and in dispute. This time, however, any analysis hangs on the huge question mark of the intense series of elections that will shape the coming year. With all-out hostilities in Ukraine, Palestine, Sudan or Yemen, we are seeing the most active conflicts of any time since the end of the Second World War. How the various armed conflicts and the outcome of the more than 70 elections marked on the calendar impact one another will set the geopolitical agenda for the coming months.There are elections that can turn the course of a war. The political fallout of the brutal Israeli offensive in Gaza or the stalemate on the Ukraine front also depend on the presidential race in the United States. The cracks in transatlantic unity and the increasingly direct accusations of double standards in the West's loyalties are not unrelated to what happens in the United States on November 5th, 2024. A return of Donald Trump to the White House would bring a drastic shift in the power relations and Washington's position in each of these conflicts, from weapons' supplies to the Ukrainian government or the support for Israel, to confrontation with Russia and China.Yet it is not only about the future of US democracy; over 4 billion people will go to the polls in more than 70 countries. The European Union (EU), India, Pakistan, Indonesia, Taiwan, Mexico, Venezuela or Senegal, for instance: major actors that wield demographic or geopolitical clout will mark a year of unprecedented electoral intensity and shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights. More elections do not mean more democracy, however. We live in an age of Artificial Intelligence (AI) and extremely sophisticated manipulation that threatens the integrity of the ballot box. Hybrid systems are gaining ground, and it remains to be seen whether the cycle of elections in 2024 will signal a moment of deep degradation for democracy or a moment of resistance.The sensation of disorder is not new, nor even its quickening pace. But every year the erosion of current international norms is more marked, and events become more unpredictable. The world is increasingly decentralised, diversified and multidimensional. This "multiplex order", as Amitav Acharya described it in 2017, is cementing, because everything is happening simultaneously. And yet this reshaping of the world is still wide open because several struggles are playing out at once. 1. More conflict, more impunity2023 has been one of the most conflictive years in the world since the end of World War II. In just twelve months, political violence has increased by 27%. It grew in intensity and frequency. The war in Gaza brought 2023 to a close, with over 17,000 dead accounted for so far, warnings from the United Nations of the risk of humanitarian collapse and genocide of the Palestinian population trapped in the Strip, and the standoff between the Israeli prime minister, Benjamin Netanyahu, and the UN secretary general, António Guterres, to try to secure a ceasefire. In this ongoing crisis of the liberal order and amid discussion over the validity of international law, Israel has dealt a severe blow to the credibility of the United Nations. The Security Council has become an instrument of paralysis; a pincer in the service of the interests of old powers that have led Guterres to publicly acknowledge his frustration and sense of impotence. A politically weakened United Nations clings to its humanitarian action on the ground to try to make the difference between life and death. At least 130 UN humanitarian workers have lost their lives in Gaza since October 7th, the highest number of UN fatalities in a conflict in its history. 2023 has been a violent year. It is estimated that 1 in 6 people in the world have been exposed to conflict in the last twelve months. The sense of impunity and disregard for international law has escalated. Not only in Gaza. The entrenchment of the war in Ukraine; the expulsion of the ethnic Armenian population from Nagorno Karabakh; or the succession of coups in six African countries in the last 36 months are a clear illustration of this moment of "deregulation of the use of force", which has been crystallising over years of erosion of international norms. And if in late 2023 we saw the departure of the international troops from the G5 Sahel deployed to Burkina Faso and Niger, as had already occurred the previous year with the expulsion of the French forces from Mali, in 2024 it will be the United Nations mission in Sudan (UNITAMS) that will have to leave the country before February 29th. Human Rights Watch has called the withdrawal a "catastrophic abdication" because it increases the risk of large-scale atrocities and abuses in a scenario of civil war, ethnic cleansing and famine that has forced more than 7 million people to flee their homes, making Sudan the country with the highest number of internally displaced persons in the world.And yet the international struggle to curtail impunity will be equipped with new tools in 2024. As of January 1st, the Ljubljana - The Hague Convention on International Cooperation in the Investigation and Prosecution of the Crime of Genocide, Crimes against Humanity, War Crimes and other International Crimes could be signed (and ratified) by the United Nations member states that wish to join. It is the primary treaty for fighting impunity for international crimes and facilitates cooperation among states in the judicial investigation of these crimes, it ensures reparation for victims and streamlines extradition. At the same time, the UN is also drafting a Convention on crimes against humanity with the aim of creating a treaty that is binding in international law, especially in a climate marked by an increase in these crimes in countries like Myanmar, Ukraine, Sudan or Ethiopia. The United Nations General Assembly will assess the progress of the negotiations in autumn 2024. It will all coincide with the 30th anniversary of the Rwanda genocide.In March 2023, the International Criminal Court (ICC) issued an arrest warrant for the Russian president, Vladimir Putin, for war crimes in Ukraine, to no effect so far. But should Putin decide to attend the next G20 summit in Brazil in November 2024, it would present a challenge to the host country since, unlike last year's host India, Brazil is a party to the Rome Statute of 1998, the international treaty that led to the creation of the ICC. While President Lula da Silva initially said Putin would not be arrested if he attends the summit, he later rowed back, stating that the decision would fall to the Brazilian justice system and not the government. Despite the pessimism these treaties might produce, in recent months we have seen how, following the Azerbaijani military offensive in Nagorno Karabakh, Armenia signed the ICC's Rome Statute in November, acquiring member status as of February 2024. In addition, in late 2023 South Africa, Bangladesh, Bolivia, the Comoros and Djibouti called for an International Criminal Court investigation into war crimes, crimes against humanity and genocide in Palestine. In November 2023, the French judicial authorities issued an international arrest warrant for the Syrian president, Bashar al-Assad – rehabilitated back into the Arab League the same year, more than a decade after being thrown out – and for several of his generals over the use of chemical weapons against their own people in 2013.2. Democracy under scrutinyMore than 4 billion people will go to the polls in 76 countries, which amounts to nearly 51% of the world's population. While most of the people in these countries will vote in full or flawed democracies, one in four voters will take part in ballots in hybrid and/or authoritarian regimes. In countries such as Russia, Tunisia, Algeria, Belarus, Rwanda or Iran the leaderships will use these elections to try to tighten their grip on power and gain legitimacy in the eyes of their citizens, while the other half of the electorate will exercise their right to vote in countries that have undergone democratic erosion or displayed illiberal tendencies in recent years, like the United States or India.The close of 2023 saw the inauguration of the "anarcho-capitalist" Javier Milei as Argentina's president, confirming the deep crisis of traditional parties and the rise of radical agendas, from Nayib Bukele's aggressively punitive approach in El Salvador ―who will seek re-election in 2024―, to Popular Renewal bursting onto the electoral scene in Peru, following the party's refoundation by the current mayor of Lima, Rafael López Aliaga. They are extreme responses to the various political, economic and security crisis situations. In Europe, there were mixed results at the polls, with victory for the Polish opposition, on one hand, and a win for the Islamophobic Geert Wilders in the Netherlands, on the other. The rapid succession of elections in 2024 will be decisive in determining whether the protest, fragmentation and rise of political extremism that have transformed democracies worldwide are reinforced or whether the system weathers the storm.The votes of women and young people will be key in this test of democracy. They were in Poland, punishing the reactionary polices of the Law and Justice Party (PiS). In Brazil or Austria, for example, men's support of far-right forces is 16 percentage points higher than that of women. In Mexico, the ballot in June 2024 will elect a woman as the country's president for the first time in its history. The two candidates are Claudia Sheinbaum, a former mayor of the capital, for the ruling leftist party Morena, and Xóchitl Gálvez, for the opposition coalition Broad Front for Mexico, which brings together the conservative National Action Party (PAN) and the PRI (Institutional Revolutionary Party), among others. In the United States, the mobilisation of young Latinos will be particularly important. More than 4.7 million young Hispanics have obtained the right to vote in the last few years and they will play a significant role in key states like Nevada or Arizona. While this cohort tends to have a progressive stance and leanings, their view of the dominant parties is complex: questions of identity, discrimination or racism colour their relationships with both the Democrats and the Republicans and they reject political identification, reinforcing the idea that polarisation in the United States is more apparent among politicians than among their voters. Despite that, the fear of unfair elections has increased dramatically (from 49% in 2021 to 61% in 2023). Although US voters still perceive economic inequality as the main threat (69%), probably the greatest challenge in this election race is the presence of Donald Trump, not only because his immediate future is in the hands of the courts but also because if he does become the Republican presidential nominee, it will mean that the party has decided to place its future in the hands of the man who tried to overturn the results of the election four years ago and who the Congress committee to investigate the storming of the Capitol on January 6th, 2020, accused of "insurrection". January will see the start of the state primaries and caucuses. But with the final nominees still to be decided, according to the polls the scenario of an electoral contest between two candidates approaching or in their eighties currently favours Trump. Meanwhile, the date of the former president's trial can get dangerously close to the Super Tuesday, scheduled for March 5, the day on which 13 states vote in the Republican primaries.An investigation by The Guardian with the University of Chicago found that 5.5% of Americans, or 14 million people, believe that the use of force is justified to restore Donald Trump to the presidency, while 8.9% of Americans, or 23 million people, believe that force is justified to prevent him from being president. It is not an isolated trend. The risk of political instability and violence related to electoral processes is on the rise, as the Kofi Annan Foundation confirms.The future of the European Union, which is facing the winter with two wars on its doorstep, will also be decided at the ballot box. Apart from the elections to the European Parliament, which will be held from June 6th to 9th, 2024, 12 member states are also going to the polls. The general elections in Belgium, Portugal or Austria will be a good gauge of the strength of the far right, which is shaping up as one of the winners in the elections to the European Parliament. If the vote in 2019 spelled the end of the grand coalition that had guaranteed social democrats and Christian democrats a majority in the chamber since the European Parliament's beginnings, the big question now is knowing just how far right the European Union will swing.The latest voting intention projections show significant results for the Identity and Democracy (ID) group, home of extreme-right parties like Marine Le Pen's National Rally (RN) and Alternative for Germany (AfD), which would win as many as 87 seats and surpass the other family on the radical right, the European Conservatives and Reformists (ECR), led by the Italian prime minister, Giorgia Meloni, which would go from 66 MEPs at present to 83. Despite the loss of seats for the traditional forces, the European People's Party (EPP) will remain the EU's main political family. So, one of the questions in 2024 is whether the EPP, led by the Bavarian Manfred Weber, would be ready to seek a possible majority with the radical right.The new majorities will be crucial to determining the future of European climate commitments, continued aid to Ukraine and urgent institutional reforms to facilitate the accession of future members. The EU must deliver on the promise of enlargement, but it is increasingly ill-prepared to carry it through.Four candidate countries to join the EU will hold elections in 2024: Bosnia and Herzegovina, Moldova, North Macedonia, and Georgia, as well as the question mark hanging over the staging of elections in Ukraine. According to its constitution, Ukraine should hold elections in March 2024. But under martial law, imposed in the wake of Russia's invasion in 2022, with part of the electorate reluctant to vote in such exceptional circumstances and 8 million Ukrainian refugees outside the country, Volodymyr Zelensky already said in November that it was not "the right time" to go to the polls.The United Kingdom too, in the throes of a political and social crisis could hold early general elections, which are scheduled for January 2025. With the Conservatives facing a challenging scenario against the Labour Party headed by Keir Starmer, the current prime minister, Rishi Sunak, has the power to call the election at a time of his choosing at any point before then. Another issue is Libya. Since the United Nations plan to stage elections was postponed indefinitely in 2021, the inability to reach an agreement between the members of the two governments in the east and west of the country has put the possible date for elections back again, to 2024.There will be 16 elections in Africa, although only six of them will take place in countries considered to be democratic. Thirty years after the 1994 elections in South Africa, which marked the beginning of a democratic journey dominated since then by the African National Congress (ANC), the political landscape is beginning to change. The 2024 general elections may confirm the weakening of power and support for the ANC, while the main opposition parties seek alliances to present an alternative. In addition, the complicated economic situation, combined with other factors such as corruption, has led to the growing popularity of extremist parties.Also in India, the opposition presents itself more united than ever against Narendra Modi seeking to renew a third term in the spring. Boosted by nationalism, polarization, and disinformation, Modi will showcase the country's economic and geopolitical achievements. In 2023 India surpassed China as the most populous country in the world.Finally, it also remains to be seen what degree of participation the Venezuelan opposition might have in the presidential elections agreed with Nicolás Maduro for the second half of the year. For now, the internal panorama has become even more strained with the intensification of the territorial conflict with Guyana and the mobilization of the army.3. From information overload to social disconnection Societies are increasingly weary, overwhelmed by the saturation of content and exhausted by the speed of the changes they must assimilate. Political and electoral uncertainty and the multiple conflicts that will shape 2024 will only widen the distance between society, institutions and political parties. The number of people who say they "avoid" the news remains close to all-time highs and is particularly prominent in Greece (57%), Bulgaria (57%), Argentina (46%) or the United Kingdom (41%). The main reasons? The excessive repetition of certain news stories and the emotional impact they can have on the population's mental health. In particular, according to the Reuters Institute, this fatigue is prompted by issues such as the war in Ukraine (39%), national politics (38%) and news related to social justice (31%), with high levels of politicisation and polarisation. The echoes of the COVID-19 pandemic, images of war-related violence and the economic impact of such events on increasingly adverse living standards for the population have magnified this trend towards disconnection, aggravated by a sense of loneliness and polarisation. Yet this drop in news consumption has gone hand in hand with greater use of social networks: younger generations, for example, are increasingly likely to pay more attention to influencers than to journalists. At the same time, there is growing fragmentation on the social networks. The migration of users to Instagram or TikTok has also changed the way current affairs are consumed, with a prioritisation of leisure over news content. It is not just a voluntary rejection of information; this tendency to disconnect has also led to a reduction in the social participation and involvement in online debates that had characterised the Arab Springs, the MeToo movement or Black Lives Matter. Nearly half of open social networks users (47%) no longer participate in or react to the news. But, moreover, the disconnect from the news is also linked to the political disconnection and social shifts that have clearly altered electoral behaviour. Demographic changes related to technology use and an environment of constant volatility have also resulted in a drop in voter loyalty and that has contributed to the crisis of the traditional parties. The identity element of belonging to a party has changed among young people. Identification is built on stances on issues such as climate change, immigration, racism, women's or LGBTQIA+ rights or even the conflict between Israel and Palestine. Some 65% of American adults say they always or often feel exhausted when thinking about politics. According to the Pew Research Center, six out of ten Americans of voting age admit to having little or no confidence in the future of their country's political system. And this discontent extends to the three branches of government, the current political leaders and candidates for public office. When asked to sum up their feelings about politics in a word, 79% are negative or critical. The most frequently repeated words are "divisive", "corrupt", "chaos" or "polarised", and they complain that conflicts between Republicans and Democrats receive too much attention and there is too little attention paid "to the important issues facing the country". The paradox, however, is that this discontent has coincided with historically high levels of voter turnout over the last few years. The question is whether there will be a repeat of this in the presidential elections in November, especially when they reflect another element of generational disaffection: gerontocracy. The average age of global leaders is 62. In young people's view, the traditional political parties have failed to articulate a direct form of communication, increasing the sense of disconnection between society, politicians and institutions. In this context, a repeat of the Biden-Trump confrontation in 2024 would emphasize the extreme polarization between Republicans and Democrats in an electoral cycle considered risky. Abortion rights and security remain strong mobilization points for voters.Sometimes, however, the disconnection can be forced and in this case a news blackout becomes a weapon of repression and censorship or freedom of expression. Iran, India and Pakistan were the three countries with most new internet restrictions in the first half of 2023, and all three are holding elections in 2024. With the rise and consolidation of AI, disinformation will be an additional challenge in this "super election year". The rapid progress of AI, particularly generative AI, may cast an even longer shadow over trust in information and electoral processes. The refinement of deepfakes, quick and easy creation of images, text, audios files or propaganda by AI and a growing dependence on social media to check and research facts form a breeding ground for disinformation at time when there is still no effective control of these technologies. Perhaps that is why the Merriam-Webster dictionary's word of the year for 2023 is "authentic". With the prelude of "post-truth" in 2016, technology's capacity to manipulate facts has no precedent, from the authenticity of an image to the writing of an academic work. Hence more than half of social media users (56%) say they doubt their own capacity to identify the difference between what is real and fake in news on the internet.4. Artificial intelligence: explosion and regulation 2023 was the year that generative AI burst into our lives; the year that ChatGPT was presented to society, which in January, just two months after its launch, already had 100 million users. In August, it hit 180 million. Yet the revolution also brought a new awareness of the risks, acceleration and transformation involved in a technology that aspires to match, or even improve or surpass human intelligence. That is why 2024 will be a crucial year for AI regulation. The foundations have already been laid. It only remains to review the different initiatives under way. The most ambitious is that of the European Union, which is resolved to become the first region in the world to equip itself with a comprehensive law to regulate artificial intelligence and lead the coming leap forward. The EU has opted to categorise the risks (unacceptable, high, limited or minimal) posed by the use of AI systems and will require a "fundamental rights impact assessment" be carried out before a "high-risk" AI system can be put on the market. The agreement reached in December will be ratified in the first quarter of 2024 and give way to a period of two years before its full implementation in 2026.Almost at the eleventh hour too, on December 1st of 2023 the G7 agreed international guidelines for artificial intelligence developers and users, particularly for generative AI, mentioning the need to introduce measures to deal with disinformation. G7 leaders see it as one of the chief risks because of possible manipulation of public opinion on the eve of a year of global election overdrive.But the debate on governance goes hand in hand with a geopolitical race to lead technological innovation and, unlike the EU, in the case of the United States and China that also means development of its military application. Both countries are looking to bolster their leadership. The first international AI safety summit, called by the British prime minister, Rishi Sunak, became a meeting point of major global powers – both public and private; techno-authoritarian or open – trying to regulate or influence the debates on regulation under way. A second in-person summit will take place in Seoul and a third one in Paris, both in 2024 . For now, the "Bletchley Declaration" is on the table, a document signed by 28 countries that gathers the pledge to tackle the main risks of artificial intelligence, an agreement to examine tech companies' AI models before they are launched and a deal to assemble a global panel of experts on artificial intelligence inspired by the United Nations Intergovernmental Panel of Experts on Climate Change (IPCC) . In addition, at the US Embassy in London, 31 countries signed a parallel (non-binding) agreement to place limits on the military use of AI. China, for its part, continues to move towards its goal of reaching 70% self-sufficiency in critical technologies by 2025, while clearly increasing its presence in the main tech-related international standardisation bodies.To add to this flurry of regulatory activity, a Global Digital Compact will be agreed at the Summit of the Future in September 2024, organised by the United Nations. This agreement will create a framework of multi-actor and multisectoral cooperation among governments, private enterprise and civil society, which should lay down a set of common rules to guide digital development in the future. The application of human rights online, the regulation of AI and digital inclusion will be some of the main topics under discussion.This need to regulate artificial intelligence will also be heightened in the coming months by a growing democratisation of AI tools, which will bring greater integration into different professional sectors. The focus on a responsible AI will be stepped up locally (more cities deploying AI strategies or regulatory frameworks), nationally and transnationally. As AI takes on a more important role in decision-making throughout society safety, trustworthiness, equity and responsibility are crucial. The latest annual McKinsey report on the use of generative AI tools says that a third of companies surveyed had begun to use these types of programs. The tech and communications sector (40%), as well as financial services (38%) and the legal profession (36%), are the frontrunners in their use and application. Yet the same survey also states that precisely the industries relying most heavily on the knowledge of their employees are those that will see a more disruptive impact of these technologies. Whether that impact is positive or negative is still unclear. Unlike other revolutions that had an effect on the labour market, it is white-collar workers who are likely to feel most vulnerable in the face of generative AI. A European Central Bank study, meanwhile, says that AI has not supplanted workers, but it has lowered their wages slightly, especially in jobs considered low and medium-skilled, which are more exposed to automatisation, and particularly among women.In the midst of this regulatory acceleration of the digital revolution, 2024 will also be the year when the European Union deploys, to it full potential, the new legislation on digital services and markets to place limits and obligations on the monopolistic power of the major platforms and their responsibility in the algorithmic spread of disinformation and harmful content. As of January 1st, it will be compulsory for Big Tech to abide by these regulations, with potential fines for breaches of as much as 6% of global turnover, according to the DSA (Digital Services Act) and between 10% and 20% of global turnover, according to the DMA (Digital Markets Act). The flow of international data will also increase in 2024, particularly transfers between the EU and the United States, by virtue of the new Data Privacy Framework approved in July 2023. We will also see fresh scrutiny from NGOs and digital rights groups to ascertain the legality of these transfers and whether they respect individual privacy.5. Economic fallout and debt sustainabilityThe economic consequences of the succession of crises of recent years will be more visible in 2024, especially the impact of the interest rate hikes to counter the biggest spike in inflation in 40 years following the energy crisis of 2022. Meanwhile, tougher financing conditions will limit fiscal policy, following the rapid rise in borrowing to tackle COVID-19 and the impact of the war in Ukraine.In a climate like this, growth will be slow. The International Monetary Fund (IMF) does not expect inflation to return to the target of most central banks until 2025, which augurs high interest rates for a long time yet, especially if there is a strain on oil prices again against a backdrop of geopolitical uncertainty. The IMF's growth forecast for 2024 is 2.9%, much the same as the estimate for 2023 and below pre-pandemic growth rates.Economies, however, will cool unevenly. The United States appears to have dodged recession thanks to the strength of its labour market and of fiscal incentives, which means it is likely to have a softer landing. Industrial relocation policies, like the Inflation Reduction Act, record corporate profits after Covid and the extraordinary loss of purchasing power caused by inflation are some of the ingredients to explain the resurgence of the US labour movement, without precedent since the 1970s. Its success may spread to other sectors and economies with strained labour markets. Thus, a fall in inflation and an increase in salaries in 2024 could provide some economic relief.In the European Union, there will be greater scrutiny of public accounts, especially those of countries with least financial wiggle room like Italy, following a sharp increase in borrowing to tackle the pandemic and the impact of the war in Ukraine, owing to financing conditions and the entry into force of the reform of the EU's fiscal rules. "Fiscal discipline" will also loom large in the negotiation of the EU's new budget framework (MFF), where its greatest wishes (support for Ukraine, backing for industrial policy, the green transition and an increase in appropriations for defence, migration or the Global Gateway) will come face to face with reality (lack of resources or agreement to increase them). The adoption of the European Economic Security Strategy and the outcome of the antidumping investigation into Chinese subsidies on electric vehicles will go a long way to determining whether, on the economic front, the EU opts to align with the United States in its strategic competition with China or tries to be a champion of a reformed globalisation.It will also be necessary to keep a close eye on the development of China, which is facing its lowest economic growth in 35 years, not counting the Covid years, weighed down by its imbalances, particularly as far as an excessive accumulation of debt and dependence on the property sector are concerned. The change in the rules of globalisation prompted by US strategic competition will also hamper its exports and capacity to attract capital in a climate in which the Chinese leadership prioritises economic security over growth. With unfavourable demographics, the country has yet to establish domestic consumption as a motor for growth.Emerging economies will feel the force of China's slump, especially those with greater trade and financial dependence. The success of the Belt and Road Initiative in terms of investment volume has been overshadowed by repayment difficulties in up to 60% of the loans, which along with criticism has led Xi Jinping to announce a new phase of investments with smaller projects. In 2024, China's new role as a lender of last resort and its participation in the debt restructuring processes of countries in distress will have growing importance in how it is perceived and in its geoeconomic influence over the Global South.A large number of emerging countries are in a delicate fiscal situation. In a climate of rapid tightening of financial conditions and a strong dollar, that also exacerbates their external vulnerability. While some countries such as Mexico, Vietnam or Morocco are capitalising on the reconfiguration of trade and value chains (nearshoring), most emerging economies are likely to be adversely affected by a scenario of greater economic fragmentation. According to the WTO, trade in goods between hypothetical geopolitical blocs – based on voting patterns in the United Nations – has grown between 4% and 6% slower than trade within these blocs since the invasion of Ukraine.In this climate of scant monetary and fiscal space, the buffer for cushioning another crisis is extremely thin, which could exacerbate market volatility and nervousness in the face of episodes of uncertainty. The main focus of attention may shift from Ukraine to the Middle East, since shocks from oil are felt more broadly across the economy than those from natural gas. This could directly affect the EU and Spain, which are particularly dependent because they import over 90% of the oil they consume. In addition, strategic oil reserves in the United States have not been so low since 1983 and the few countries with capacity to increase crude production (Saudi Arabia, United Arab Emirates and Russia) may not be inclined to do so without significant political concessions.6. South(s) and North(s)In our outlook for 2023 we announced the consolidation of the Global South as a space of confrontation and leadership and pointed to the strategic presence of India, Turkey, Saudi Arabia or Brazil. In 2024, this reconfiguration will go a step further. The contradictions and fragmentations of this dichotomous North-South approach will become more apparent than ever. The Global South has established itself as a key actor in the pushback against the West on anti-imperialist grounds or over double standards. The most symbolic image of this moment of geopolitical expansion will come in October 2024, when the BRICS bloc meets in Russia to formalise its expansion. Brazil, Russia, India, China and South Africa are welcoming Saudi Arabia, Egypt, the United Arab Emirates, Ethiopia and Iran into the fold. Together they account for 46% of the world's population, 29% of global GDP and include two of the three biggest oil producers in the world. Thus, the BRICS will have an even more powerful voice, although, inevitably, it may also mean more internal contradictions and conflicting agendas. The election of Javier Milei as the president of Argentina, who has confirmed his decision not to join the BRICS, also feeds into the idea of this clash of agendas and interests in the Global South. Saudi Arabia and Iran vie for strategic influence in the Persian Gulf. India and China have their own border disputes in the Himalayas. The Global South will continue to gain clout, but it will also be more heterogeneous. Other than a shared postcolonial rhetoric, its action is extremely diverse.The Global South is multiregional and multidimensional and comprises different political regimes. But it is also a geographical space where global trade flows are consolidating as a result of reglobalisation. The latest WTO annual report confirms that, while advanced economies are still key players in world trade, they are no longer dominant. However, , if in 2023 we spoke of the geopolitical acceleration of the "others", with India as the symbol of this potential leadership of the Global South, in 2024 it will be Latin America that tries to take a central role. Brazil will host the G20, while Peru will be the venue for the Asia-Pacific Economic Cooperation (APEC) summit.And as we move beyond dichotomies, a deep internal crack may also appear in the Global North should the return of Donald Trump to the White House materialise. Transatlantic distance dominates a new framework of relations that is more transactional than a conventional alliance. Washington and Brussels' differences will worsen in 2024 when the United States asks the European Union to increase its contributions to the government of Volodymyr Zelensky and internal divisions among the member states prevent it. The second half of 2024 will be particularly tense, when Hungary – the most reluctant EU country when it comes to military aid and Ukraine's possible accession – takes over the EU's rotating presidency. It will also be paradoxical if this rift in the Global North widens because of the Ukraine war. Precisely, in 2023, the Ukrainian conflict was the mortar that cemented transatlantic unity, and confronted the EU and the United States with the limits of their ability to influence in the face of a Global South that questioned the double standards of the West. In 2024, however, the war in Ukraine may increase the distance between Washington and Brussels.Despite this logic of confrontation, the geopolitical short-sightedness of binarism is increasingly misplaced. And yet, it is difficult to overcome. The fact that both the United States and the European Union conceive their relations with Latin America solely as a space for resource exploitation and geopolitical dispute with China, is part of that short-sightedness. For the moment, the repeated failure of the negotiations over an EU-Mercosur agreement are dashing South America's hopes of being able to boost its trade presence in the European single market. Talks will resume in the first half of 2024, after Paraguay takes over the Mercosur presidency from Brazil.7. Backsliding on international commitmentsThe year 2023 left international cooperation in a shambles. Employing increasingly blunt language, António Guterres declared that the world is "woefully off-track" in achieving the Sustainable Development Goals (SDGs), which reached the halfway point to their 2030 deadline in 2023. The coming year must prove whether the international community is still capable of and wishes to agree on coordinated responses to common global problems through organs of collective governance. It will not be easy. We face an acceleration of the ecological crisis, record migration and forced displacements and a clear regression of the gender equality agenda.For the first time, the International Energy Agency (IEA) is projecting that global demand for oil, coal and natural gas will reach a high point this decade, based only on current policy settings, according to the World Energy Outlook 2023. In the short term, fossil fuel-producing countries are ignoring the climate warnings and plan to increase the extraction of coal, oil and gas. The choice of an oil state, the United Arab Emirates, as the host of a climate summit and the appointment of a fossil fuels executive as president was a bad omen at the very least.And yet, COP28 in Dubai has been the first to have managed to produce a text that explicitly recognizes the need to "leave behind" fossil fuels: oil, coal and gas, as the main culprits of the climate crisis. Although the final agreement has been celebrated as historic for referring to this need to initiate a transition to guarantee net zero emissions in 2050, the degree of ambition demonstrated is not sufficient to meet the objectives of the Paris Agreement. Likewise, while the creation of a Loss and Damage Fund to compensate the countries most affected by climate change is also a positive step, the initial collection of $700 million falls far short of what is necessary. Every year developing countries face $400 billion in losses linked to climate action.In this context, not only do we run the risk of exacerbating climate impacts; we shall also see a rise – more acutely than ever – of social and political tensions between governments and societies over the exploitation of resources. In Europe there is growing discontent with the EU's climate transition policies and the rise of Eurosceptic and radical right forces in the European Parliament elections of June 2024 will raise this pressure still further. The flurry of regulatory activity on climate and industrial matters is increasing the politicisation of this issue and stoking social unrest in certain member states. Italy, Poland, the Netherlands and certain sectors in Germany, particularly the far-right Alternative for Germany (AfD), are trying to limit the EU's ambitions on climate action. The arrival of a new government in Sweden, backed by the radical right, has slammed the brakes on the climate commitments led by one of the countries that has most contributed to EU environment policies. A hypothetical return of Donald Trump to the White House would also shake again some of the limited domestic and international progress in this area.According to a poll carried out by Ipsos, while a large part of European households continues to put the environment before economic growth, this proportion is declining. If in 2019, 53% of households preferred to protect the environment, in 2022 the figure had fallen by 5 percentage points, despite the clear impact of climate phenomena. Yet the trend of "not in my back yard" is not limited to Europe. In late 2023, we saw the resistance of Panamanians against a mining contract extension. Some experts speak of a "clash of environmentalisms" to refer to the confrontation that arises between those who wish to protect their country's natural resources and do not want to see a deterioration in their ecosystems and the interests of governments seeking resources to fuel their energy transition. We might see the same in the European Union. In early 2024, the Critical Raw Minerals Act will enter into force. It aims to guarantee the supply of nickel, lithium, magnesium and other essential materials for the green transition and strategic industries that are vital for electric cars and renewable energies, military equipment and aerospace systems, as well as for computers and mobile phones. And with this in mind the EU means to revive the mining industry on the continent. It is a move that may trigger protests by ecologists in the EU in the coming months.UN member states are also expected to reach a global agreement to end plastic pollution in 2024. It will be an international legally binding treaty and is hailed as the most important multilateral environmental pact since the Paris Agreement, setting a plan of action to 2040.However, it is gender policies and migration policies that are most exposed to this radical wave that has transformed government agendas, particularly in the European Union and Latin America. While it is true that gender parity recovered to pre-pandemic levels in 2023, the rate of progress has slowed. At the present pace, it will take 131 years to reach full parity. Although the share of women hired for positions of leadership has increased steadily by approximately 1% a year globally over the last eight years, that trend was reversed in 2023, falling to 2021 levels.The emerging feminist foreign policies, which defined those countries with a clear commitment to promoting gender equality in international relations, have added four important losses in recent months: Sweden, Luxembourg, The Netherlands, and Argentina. The changes in government, together with the growing politicization and polarization of issues perceived as "feminist", have demonstrated the easy abandonment of these initiatives, dependent on the progressive orientations of the governments in power. Mexico, another of the countries that has adopted these policies, will face elections in June that will also mark the continuity or abandonment of its commitment to gender equality in foreign action. And, despite not having a feminist foreign policy, Trump's return to the White House could lead to the reinstatement of restrictive abortion policies and funding cuts against international NGOs that promote sexual and reproductive rights.Moreover, the International Institute for Democracy and Electoral Assistance (International IDEA) reports a resurgence of anti-feminist trends in countries like Croatia and Italy and notes sexist and homophobic speech on the part of European leaders such as Viktor Orbán, Andrzej Duda or Giorgia Meloni, who have justified attacks on women's and LGBTQIA+ rights, undermining years of efforts to secure progress in breaking up gender stereotypes. Although the EU Gender Action Plan III is valid until 2025, a change in Brussels would also dilute the commitments of one of the actors most involved in this area.On a more positive note, it will be interesting to follow, in 2024, the progress of the Convention against Crimes against Humanity, which the UN is developing, as feminist and civil society movements around the world will take this opportunity to try to codify the gender apartheid as a crime against humanity – especially due to the Taliban regime's continued discrimination and oppression of Afghan women, and the situation of Iranian women.European migration policies have also suffered a major setback. The EU Pact on Migration and Asylum, which is set to move forward before the European elections in 2024, is a legitimisation of the EU's anti-immigration policies. The deal allows delays in registering asylum seekers, the introduction of second-rate border asylum procedures and extends detention time at the border. In short, it lowers standards and legalises what hitherto was unequivocally illegal.This looming agreement reflects the levels of polarisation and politicisation that set the tone of the European response to migration. And as we enter the run-up to the election campaign the migration debate will be even further to the fore in the coming months. It is, what's more, part of another, deeper process. The EU's externalisation policies have also fostered the stigmatisation of immigrants and refugees in the MENA region (Middle East and North Africa).8. Humanitarian collapseWar and violence drove forced displacement worldwide to a new high estimated at 114 million people by the end of September 2023, according to UNHCR. The main drivers of these forced displacements were the war in Ukraine and conflicts in Sudan, the Democratic Republic of Congo and Myanmar, as well as drought, floods and insecurity blighting Somalia and a prolonged humanitarian crisis in Afghanistan.In the first six months of 2023 alone, 1.6 million new individual asylum applications were made, the highest figure ever recorded. This is not an exceptional situation. The reignition of forgotten conflicts has increased levels of volatility and violence. In October 2023, over 100,500 people, more than 80% of the estimated 120,000 inhabitants of Nagorno-Karabakh, fled to Armenia after Azerbaijan took control of the enclave. There were also thousands of displaced persons in northern Shan because of an escalation in fighting between the Myanmar armed forces and various armed groups. At the end of October 2023, nearly 2 million people were internally displaced in Myanmar, living in precarious conditions and in need of vital assistance. And the images of over 1 million Palestinians fleeing their homes because of the Israeli military offensive, after Hamas attack from October 7, illustrate the humanitarian crisis afflicting Gaza.This increase in the number of displaced persons and refugees, however, has not been accompanied by a boost in international aid. Close to 1 million Rohingya refugees in Bangladesh must cope with declining international commitment. The United Nations reduced its food assistance and humanitarian aid to this group by one third in 2023. A lack of international funding considerably reduced assistance levels in 2023 and the World Food Programme was obliged to cut the size and scope of its food, monetary and nutritional assistance by between 30% and 50%. Some 2.3 billion people, nearly 30% of the global population, currently face a situation of moderate or severe food insecurity. Further rises in food prices in 2024 and the impact of adverse weather conditions on agricultural production may make the situation even worse still. The United Nations Office for the Coordination of Humanitarian Affairs (OCHA) anticipates that a total of 105 to 110 million people will require food assistance at least until early 2024, with an increase in need in the regions of southern Africa and Latin America and the Caribbean, and a net decrease in eastern Africa.Experts are pointing to the risk of a new rice crisis in 2024, as a result of India's export restrictions to try to cushion the effects of a drop in domestic production. The shock wave from the ban has also driven up the price of rice in Thailand and Vietnam, the second and third biggest exporters after India, which have seen prices rise by 14% and 22%, respectively. Added to that are the effects of the climate phenomenon known as El Niño, associated with heat and drought across the Pacific Ocean, which could harm production in 2024. Experts are currently warning that if India maintains the current restrictions, the world is headed for a repeat of the rice crisis of 2008.El Niño, which is set to continue to mid-2024, is usually associated with increased rainfall in certain areas of southern South America and the southern United States, the Horn of Africa and Central Asia. On the other hand, El Niño can also cause severe drought in Australia, Indonesia and parts of Southeast Asia.The last episode of the phenomenon, in 2016, was the warmest year on record, with global heat records that have yet to be surpassed.Donor governments and humanitarian agencies must prepare for major assistance needs in multiple regions. The year 2023 has left us some indication of it: extreme drought in the Amazon and maritime traffic restrictions in the Panama Canal; forest fires in Bolivia and power cuts in Ecuador owing to low electricity production in over 80% of hydroelectric plants; the worst floods on record in northwest Argentina, which also caused landslides affecting over 6,000 people; and a devastating category 5 hurricane in Mexico that surprised the authorities and scientists, who failed to foresee the intensity of the phenomenon. 9. Securitisation vs. rightsThe conflict between security and fundamental rights has been a constant feature of 2023 and the electoral uncertainty of the coming months will only compound the urge to pursue heavy-handed policies and control. The public debate throughout Latin America, without exception, has been dominated by security, directly impacting other crises such as migration, which has affected the entire continent for a decade and in 2024 is expected to be even more intense. "Bukelism" has a growing number of fans. The new Argentine president, Javier Milei, has said he is an admirer of the hard-line polices of the Salvadoran president, Nayib Bukele. The election campaign in Ecuador was also coloured by the debate on security.The continent is fighting a new crime wave that has spilled into traditionally more stable countries that are now part of lucrative drug-trafficking routes, as is the case of Paraguay and Argentina. People trafficking, particularly the criminal exploitation of the Venezuelan migration crisis, has also grown throughout Latin America. Against this backdrop, the United Nations and Interpol have launched a joint initiative to combat human trafficking. It remains to be seen what impact the Venezuelan elections might have on this migration crisis, which has already led to over 7 million people leaving their homes since 2014.Moreover, increasing impunity has also brought a mounting risk of authoritarian inclinations on the part of governments in Latin America, with the militarisation of public security and an undermining of democracy across the continent. In the European Union too. For some time, the sense of vulnerability has been a political boon for certain forces in the EU. With the outbreak of war in Gaza, some European countries ramped up security for fear of terrorist attacks, going to the extreme of banning demonstrations in support of the Palestinian people, as in France. In this climate, the securitisation of social movements is also emerging as a strategy that will continue to gain prominence in 2024. More and more, democratic governments are stepping up the pressure on protest movements: fines, curbs on free speech or judicial persecution are shrinking the space for civil dissent. On this point, the EU has reached an agreement to legislate against strategic lawsuits that seek to discourage public participation or silence independent media (known as SLAPPs) which is set to be ratified before the end of the current legislative term.Finally, the debate on security and its impact on individual rights will also mark the months leading up to the 2024 Olympic Games in Paris. Civil rights groups have decried the French government's plans to use AI surveillance cameras to pick up real-time activity on the streets of the capital during the games. Technology is a crucial component of the transformation that security and conflict are undergoing. Drones have become a vital weapon for the resistance in Ukraine, and in the arsenal of Hamas in its October 7th attack on Israel. A United States in the midst of budget cuts is, however, poised to inject extra cash into the Pentagon in 2024 for the development of "electronic warfare" programmes.10. The decoupling of interests and valuesThere is a common thread in many of the previous points that connects an increasingly diverse and (dis)organised world through changing interests and alliances. In its 2023 Strategic Foresight Report, the European Commission acknowledges that the "battle of narratives" it used for so long as an argument in the geopolitical confrontation between democracy and authoritarianism is becoming obsolete. It goes further than the realisation that the West has lost the battle for the narrative in the Ukraine war and that its double standards in the face of global conflicts diminishes the EU's clout. Sudan is the clearest example of how the West can commit to wars it considers existential for the survival of its own values, such as the Ukraine one, while it ignores the genocide being carried out, with house-to-house murders, in the refugee camps of Darfur.The world has turned into a "battle of offers", shaping both public opinion and government action. There is a growing diversity of options and alliances. Thus far, hegemonic narratives are either challenged or no longer serve to make sense of the world. In this "unbalanced multipolarity", with medium-sized powers setting regional agendas, the major traditional powers are compelled to seek their own space. Global competition for resources to fuel the green and digital transitions accentuates this variable geometry of agreements and alliances still further. And the results of the series of elections in 2024 may ultimately reinforce this transformation. The United States' isolationist inclinations are real. Vladimir Putin will confirm his resilience at the polls, after dodging the effects of the international sanctions and building an economic apparatus to withstand a long war in Ukraine. In India, Narendra Modi's popularity remains intact and drives the dominance of his party. The election question sets the stage for a 2024 that begins wide open. The crisis of the liberal order, aggravated by the international reaction to the latest conflicts, and the erosion of multilateralism – with an explicit challenge to the United Nations – foster yet further this sensation of a dispersion of global power towards an assortment of dynamic medium-sized powers capable of helping to shape the international environment in the coming decades.A pivotal year begins to evaluate the resistance capacity of democratic systems long subdued to a profound erosion. We will be attentive to the outcome of the ballots and to the increasing unabashed actions of bullets, pressing the limits of impunity.CIDOB calendar 2024: 75 dates to mark on the agenda January 1 – Changeover in the United Nations Security Council. Algeria, Guyana, the Republic of South Korea, Sierra Leone and Slovenia start their terms as non-permanent members of the UN Security Council, replacing Albania, Brazil, Gabon, Ghana and the United Arab Emirates, whose terms end. January 1 – Dissolution of the Republic of Artsakh. The self-proclaimed Republic of Nagorno-Karabakh will cease to exist at the start of the year, after more than three decades of control over the territory. In September 2023, Azerbaijan launched a military offensive to reintegrate this predominantly ethnic Armenian-populated enclave. The assault led the self-declared republic to announce its dissolution. January 1 – BRICS expansion. Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates will join Brazil, Russia, India, China and South Africa as full members of BRICS. Argentina's new president, Javier Milei, has finally ruled out his country's incorporation. January 1 – Belgian presidency of the Council of the European Union. Belgium takes over the rotating presidency of the Council from Spain, marking the end of this institutional cycle. The Belgian semester will hold until June 30. January 7 – Parliamentary elections in Bangladesh. The vote will take place against a backdrop of deep political division in the country. This division led to mass demonstrations by the opposition at the end of 2023, calling for an interim government to oversee the elections. The current prime minister, Sheikh Hasina Wazed, is looking to for another term after 15 years in power, while her main rival and leader of the Bangladesh Nationalist Party, Khaleda Zia, is currently under house arrest on charges of corruption. January 13 – General elections in Taiwan. For the first time since Taiwan became a democracy, three candidates are competing for the presidency after the opposition failed to form a common front: the current vice president Lai Ching-te, from the ruling Democratic Progressive Party; Hou You-yi from the Kuomintang, and Ko Wen-je, a former mayor of Taipei and leader of the Taiwan People's Party. The outcome of these elections will mark the course of Taiwan's policy towards China, with an eye on the United States, at a time of growing tension between Taipei and Beijing. January 14 – Inauguration of Bernardo Arévalo as president of Guatemala. To widespread surprise, the Seed Movement candidate won the 2023 elections. Since the vote was held, political and social tension in the country has been rising due to efforts by the Guatemalan public prosecutor's office to overturn the election results and prevent Arévalo from taking office. January 15-19 – World Economic Forum. An annual event that gathers major political leaders, senior executives from the world's leading companies, heads of international organisations and NGOs, and prominent cultural and social figures. This year's meeting will mainly focus on examining the opportunities provided by the development of emerging technologies and their impact on decision-making and international cooperation. January 15-20 – 19th Summit of the Non-Aligned Movement. Uganda will be the venue for the next summit of the 120 countries that make up this grouping of states. The theme for this edition is "Deepening cooperation for shared global affluence" and it is scheduled to tackle multiple global challenges of today with a view to fostering cooperation among the member states. January 21-23 – Third South Summit of G-77 + China. Uganda will host this forum looking to promote South-South cooperation, under the theme "Leaving no one behind". The 134 member states from Asia, Africa, Latin America and the Caribbean will focus on the areas of trade, investment, sustainable development, climate change and poverty eradication. February 4 – Presidential elections in El Salvador. Nayib Bukele, who heads the New Ideas party and currently holds the presidency of El Salvador, is shaping up as the clear favourite for re-election. The country has been in a state of emergency since March 2022, in response to the security challenges affecting the nation. February 8 – Presidential elections in Pakistan. Since Imran Khan's removal as prime minister in April 2022, Pakistan has been mired in political instability, deep economic crisis and rising violence on the part of armed groups. The elections will be supervised by a caretaker government after the expiry of the Pakistani parliament's five-year term in August 2023. February 14 – Presidential and legislative elections in Indonesia. Three candidates are competing to succeed the current president, Joko Widodo, who after two terms cannot stand for re-election. The next leader will face the challenges of boosting growth in an economy reliant on domestic consumption, driving the development of the tech industry and navigating pressure from China and the United States to protect their national interests. February 16-18 – 60th Munich Security Conference. Held every year, it is the leading independent forum on international security policy and gathers high-level figures from over 70 countries. Strengthening the rules-based international order, the impact of the wars in Ukraine and Gaza, resisting revisionist tendencies or the security implications of climate change will be some of the main issues on this year's agenda. February 17-18 – African Union Summit. Ethiopia, which holds the presidency of the African Union, will be organising the summit. This year, it will address some of the numerous issues in Africa, including instability in the Sahel, growing global food insecurity, natural disasters on the continent or democratic backsliding. In addition, the tensions between Morocco and Algeria will be centre stage as both countries are vying for the presidency. February 25 – Presidential elections in Senegal. Following multiple waves of protests, the current president, Macky Sall, announced he would not be standing for a third term. It is the first time in the country's democratic history that a sitting president will not be standing in the elections. The need to ensure jobs for the country's young population will be one of the key issues in the election campaign. February 26-29 – Mobile World Congress. Barcelona hosts the world's biggest mobile phone event, gathering the leading international tech and communications companies. This edition will be devoted to 5G technology, connectivity, the promotion of human-centred artificial intelligence or the digital transformation, among other themes. March 1 – Parliamentary elections in Iran. With an eye on the succession of the ageing Ayatollah Ali Khamenei, Iranians will elect their representatives to the Islamic Consultative Assembly and the Assembly of Experts, the latter body in charge of electing the new supreme leader in the coming years. The elections will be marked by the escalation of tension in the Middle East and the deep economic and social crisis that has increased popular disaffection with the regime. March 8 – International Women's Day. Now a key date on the political and social calendar of many countries. Mass demonstrations have gained momentum in recent years, particularly in Latin America, the United States and Europe. The common goal is the struggle for women's rights and gender equality throughout the world. March 10 – Parliamentary elections in Portugal. The country faces a snap election after the institutional crisis triggered by the resignation of the socialist prime minister, António Costa. The former leader was the target of a judicial investigation over alleged corruption that directly involved several members of his government team. March 15-17 – Presidential elections in Russia. While Vladimir Putin is expected to secure re-election, maintaining his grip on power until 2030, Russia will go to the polls against a backdrop of multiple domestic security challenges. The Russian withdrawal from the Ukrainian region of Kharkiv, the impact of the war in Ukraine, the failed Wagner uprising of June 2023 and the antisemitic disturbances in the North Caucus in October could force Putin to use the election calendar to embark on major a shakeup of the political and military leaderships. March 18 – 10th anniversary of Russia's annexation of Crimea. The annexation of Crimea by Russia, which had invaded the region some weeks earlier, was formalised via a referendum on Crimea's political status that went ahead without international recognition. The event took place following the fall of the then Ukrainian president, Viktor Yanukovych, a pro-Russian, in the wake of a series of protests with a clear pro-European bent. March 21-22 – Nuclear Energy Summit. The International Atomic Energy Agency and the Belgian government will gather over 30 heads of state and government from across the world, as well as energy industry and civil society representatives. The summit seeks to promote nuclear energy in the face of the challenges posed by reducing the use of fossil fuels, enhance energy security and boost sustainable economic development. March 31 – Presidential elections in Ukraine. According to the Ukrainian constitution, presidential elections must be held on the last Sunday in March of the fifth year of the presidential term of office. However, it is uncertain whether they will go ahead given they are illegal under martial law, in effect since the start of Russia's invasion of the country in 2022. A lack of funds and the Ukrainian people's opposition to holding elections in wartime are important factors. March 31 – Local elections in Turkey. The Republican People's Party (CHP), the main opposition, is hoping to maintain control of the key municipalities it won in 2019. They include the capital, Ankara, Istanbul and other major cities. Recep Tayyip Erdoğan's re-election and the retention of the parliamentary majority in the elections of 2023 have prompted his Justice and Development Party (AK Party) to try to make up ground at municipal level. April 7 – 30th anniversary of the genocide in Rwanda. The deaths of the presidents of Burundi and Rwanda in a plane crash provided the trigger for a campaign of organised and systematic extermination of members of the Tutsi population at the hands of Hutu extremists that would last 100 days. On July 15th, 1994, the Rwandan Patriotic Front established a transitional government of national unity in Kigali that would put an end to the genocide. Between 500,000 and 1 million people are estimated to have been murdered. April-May – General elections in India. Despite growing illiberal tendencies, the "world's biggest democracy" goes to the polls in April and May. The current prime minister, Narendra Modi, is aiming for a third term against an opposition that is more united than ever under the Indian National Development Inclusive Alliance (INDIA). May 2 – Local elections in the United Kingdom. Elections will take place for local councils and mayors in England, including London and the combined authority of Greater Manchester. The elections will be seen as an indicator of the level of support both for the Labour Party and for the Conservatives ahead of general elections scheduled for January 2025. May 5 – General elections in Panama. Panamanian society will elect new representatives for the presidency, National Assembly, mayoralty and other local representatives. The elections will take place against a backdrop of marked polarisation and rising social tension, exacerbated by issues relating to domestic security, political disputes and the management of natural resources. May 19 – Presidential and legislative elections in the Dominican Republic. The current president, Luis Abinader, leader of the Modern Revolutionary Party, is seeking re-election in a vote in which most opposition parties will unite under the Opposition Alliance Rescue RD. Territorial, migration and economic tensions with neighbouring Haiti will be central issues during the election campaign.June – Presidential elections in Mauritania. The current president, Mohamed Ould Ghazouani, will seek re-election after four years of business as usual following the departure in 2019 of the former president, Mohamed Ould Abdel Aziz, who today faces multiple corruption charges. The winner of the elections will have to deal with rising social tension, as well as geopolitical tensions across the region. June 2 – General and federal elections in Mexico. Claudia Sheinbaum, the official shortlisted presidential candidate for the National Regeneration Movement (Morena), is the clear favourite against the main opposition candidate from the Broad Front for Mexico, formed by the Institutional Revolutionary Party (PRI), National Action Party (PAN) and the Party of the Democratic Revolution (PRD). Voters will not only elect the president and the government, but also senators and federal deputies, as well as thousands of state and/or municipal officials in 30 of the 32 federal entities. June 6-9 – Elections to the European Parliament. Voting will take place simultaneously in the 27 countries that form the European Union. Some of the major questions are how far populist and far-right parties will advance, how much clout the traditional social democrat and conservative families will wield and the possible alliances that might form for the subsequent selection of key European posts. June 9 – Federal elections in Belgium. Coinciding with the Belgian presidency of the European Union, the country will hold federal, European and regional elections on the same day. One of the most significant issues will be how well the far-right party Vlaams Belang fares. It is aiming for a considerable increase in its support to test the resistance of the cordon sanitaire that has excluded it from power until now. June 13-15 – 50th G-7 summit in Italy. Savelletri, a small town in the Italian region of Puglia, will be the venue for a new meeting of the G7. The summit will tackle the main geopolitical challenges on the global stage and their impact on the international economy, along with other crucial issues on Italy's agenda, such as immigration and relations with Africa. June 20 – World Refugee Day. The number of forcibly displaced people hit all-time highs in 2023. There are refugees and internally displaced persons due to the impact of the war in Ukraine and the numerous conflicts in the Middle East and Africa, as well as the impacts of climate change. During that week in June, the UNHCR will release its annual report on the global trends in forced displacement. First half of 2024 – Deployment of an international mission to Haiti. Kenya will lead the deployment of a security contingent with the participation of other countries. The goal is to tackle the gang violence in Haiti that is causing a major security and governance crisis. In October 2023, following a request from the secretary general and Haitian prime minister, the United Nations Security Council authorised a multinational security support mission for a period of one year. First half of 2024 – Quadrilateral Security Dialogue (Quad) Summit. India will host a new meeting of this strategic forum for the Indo-Pacific region formed by Australia, India, Japan and the United States to address common issues regarding trade, critical technologies, human rights and climate change. July – 24th Summit of the Shanghai Cooperation Organisation. Kazakhstan holds the yearly rotating chairmanship of the main regional forum in Central Asia for security, economic and political affairs, made up of China, India, Iran, Kazakhstan, Kyrgyzstan, Pakistan, Russia, Tajikistan and Uzbekistan. The priorities of the Kazakh chairmanship focus on matters of security and regional unity, as well as economic development and regional trade. Belarus is expected to join the organisation this year. July 1 – Hungary takes over the rotating presidency of the Council of the European Union. Hungary will take over the rotating presidency of the Council of the European Union in the second half of the year, amid tension with the European Commission and Parliament over its failures to comply with EU law. July 8-18 – High-Level Political Forum on Sustainable Development. World leaders and representatives will meet in New York to follow up and review the Sustainable Development Goals (SDGs), as well as present Voluntary National Reviews on the SDGs. The theme will be "Reinforcing the 2030 Agenda and eradicating poverty in times of multiple crises: the effective delivery of sustainable, resilient and innovative solutions". July 9-11 – NATO Summit. Washington will be the venue for the NATO summit, where the presentation of a security strategy for the southern flank is expected, in response to the mandate arising out of the Vilnius summit in 2023. In addition, 2024 marks the 75th anniversary of the founding of NATO. July 26-August 11 – Summer Olympic Games in Paris. France will host the Games of the XXXIII Olympiad, the world's main sporting event, which is held every four years. It affords the hosts a good opportunity to kick-start an economy that has stagnated in recent years. August – Presidential and parliamentary elections in Rwanda. The incumbent president of Rwanda, Paul Kagame, who has been in the post since 2000, is running for re-election after three successive ballots in which he has polled over 90% of the votes. September – Parliamentary elections in Austria. The burning question is whether the conservatives (ÖVP) and the greens (Die Grünen) will be able to repeat their current government coalition or whether the results of the populist Freedom Party of Austria (FPÖ) and the social democrats of the SPÖ will offer alternative majorities. September 22-23 – UN Summit of the Future. Based on the "Our Common Agenda" report presented by UN Secretary General António Guterres in 2021, on multilateralism and international cooperation, this high-level event aims to accelerate the fulfilment of existing international commitments and tackle emerging challenges and opportunities. The culmination of this effort will be the creation of a Pact for the Future negotiated and endorsed by the participating countries. September 24 – General Debate of the 79th Session of the United Nations General Assembly. A yearly event that brings together the world's leaders to assess the current state of their national policies and their world views. September 26-27 – 10th anniversary of the Ayotzinapa case. Mexico will mark the 10th anniversary of the Ayotzinapa (or Iguala) case, one of the biggest human rights scandals in the country's recent history. Still unsolved, the case involved the forced disappearance of 43 students from the Ayotzinapa Rural Teachers' College, Guerrero state. October – 16th BRICS Summit. Kazan in Russia will be the venue for the summit of the new BRICS, now expanded to 11 countries, adding impetus to Moscow's efforts to demonstrate that the country is not isolated despite the large-scale invasion of Ukraine. October 1 – 75th anniversary of the founding of the People's Republic of China. It is 75 years since Mao Zedong founded the People's Republic of China. The event marked the end of the civil war between the Chinese Communist Party and the Kuomintang that had broken out immediately after the surrender of Japan and the dissolution of the Second United Front between the two political forces during the Second Sino-Japanese War. October 6 – Municipal elections in Brazil. The elections will be a good gauge of the level of support for the Workers' Party and the parties that back President Lula, as well as of the advance, or otherwise, of Bolsonaro-linked candidates. In the cities where a second round of voting is required, it will take place on October 27. October 9 – General and regional elections in Mozambique. President Filipe Nyusi will end his second and final presidential term. According to the country's constitution, he cannot stand again. His party, the Liberation Front of Mozambique (FRELIMO), which has been in power for decades, must find another candidate. The next government will face various challenges, including political tension, an increase in jihadi terrorism and marked social exclusion. October 24 – International Day of Climate Action. The goal is to mobilise and raise awareness of the effects of climate change among society and governments across the world. It is a good moment to analyse the different agendas to fight climate change and the progress being made in the most polluting countries. October 27 – General elections in Uruguay. The Broad Front (FA), a centre-left party with strong ties to the trade unions and other social organisations, will compete for victory against the centre-right Multicolour Coalition, which is currently in power and has faced several corruption cases in recent months. November – APEC Summit. Peru will host a new meeting of the Asia-Pacific Economic Cooperation forum, which gathers 21 countries. The theme this year is "People. Business. Prosperity". November – COP29 Climate Change Conference. Azerbaijan will host the world's largest international summit dedicated to climate change in 2024. For the second consecutive year, it will be held in a country whose economy is dependent on fossil fuel production. November – 29th Ibero-American Summit. Ecuador will host the Ibero-American Summit of heads of state and government under the theme "Innovation, inclusion and sustainability". In parallel, the main cities of Latin America, Spain and Portugal will hold a "Meeting of Ibero-American Cities", the conclusions of which will be presented during the summit. November 4-8 – 12th World Urban Forum. Cairo will host the premier gathering on urban issues and human settlements organised by UN-Habitat. November 5 – Presidential elections in the United States. The incumbent president, Joe Biden, is seeking re-election and, with the former president, Donald Trump, still to be confirmed as the Republican presidential nominee, the campaign promises to be highly polarised. The election calendar will influence Washington's foreign policy decisions. November 5 – General elections in Georgia. The ruling coalition Georgian Dream is looking for yet another term. The war in Ukraine has split the country again between those who seek deeper integration with the West and hope to join the European Union in the future and those who advocate normalising relations with Russia. November 11 – 20th anniversary of the death of Yasser Arafat. The historic Palestinian leader and president of the Palestinian National Authority died 20 years ago in Paris. He played a crucial role in the Middle East peace process, which, along with Israeli leaders Yitzhak Rabin and Shimon Peres, earned him the Nobel Peace Prize in 1994. November 18-19 – G-20 summit in Brazil. Under the theme "Building a just world and sustainable planet", the main topics for discussion and debate at this meeting will include energy transition and development, reform of the global governance institutions, and the fight against inequality, hunger and poverty. December – Presidential elections in Algeria. President Abdelmadjid Tebboune is expected to run for re-election. The country faces several security challenges due to the instability in the Sahel and the rising tension with Morocco over the Western Sahara. It also plays a crucial role as a supplier of gas to Europe amid the energy crisis caused by the war in Ukraine. December – General elections in South Sudan. The terms of the peace agreement of 2018, which put an end to an internal armed conflict lasting five years, established the forming of a government of national unity led by the current president, Salva Kiir, and his rival, the vice president, Riek Machar. Kiir has proposed holding free presidential elections in late 2024. December 7 – Presidential elections in Ghana. The elections are expected to be a two-horse race between Mahamudu Bawumia, the current vice president of the ruling New Patriotic Party (NPP), and the former president, John Dramani Mahama, the candidate of the main opposition party, the National Democratic Congress (NDC). The country is facing its worst economic crisis of recent decades and major security challenges because of the geopolitical situation in the Sahel. Second half of 2024 – Presidential elections in Venezuela. The Chavistas and the opposition gathered under the umbrella of the Unitary Platform reached an agreement in Barbados on staging presidential elections that provides for the invitation of regional and international observers. The decision came as the United States announced the lifting of sanctions on Venezuelan gas and oil in October 2023. Pending – 53rd Pacific Islands Forum. Tonga is to host a new meeting of the main discussion forum spanning the region of Oceania, which brings together the interests of 18 states and territories on matters of climate change, the sustainable use of maritime resources, security and regional cooperation. It is a geographical space of growing interest to China and the United States, which have begun a diplomatic race to draw some of these countries and territories into their spheres of influence. Pending – 44th ASEAN Summit. Laos will host a new meeting of Southeast Asia's main regional forum, which brings together 10 countries. The theme this time is "Enhancing connectivity and resilience". Pending – AI Safety Summit. France will host the second meeting of this international summit whose goal is to foster work and initiatives to tackle the risks posed by artificial intelligence. The first event, held in London in 2023, resulted in the Bletchley Declaration, which advocated greater international cooperation to address the challenges and risks associated with artificial intelligence. Pending – 33rd Arab League Summit. Bahrein will host a fresh meeting of the main political organisation gathering the countries of the Middle East and North Africa. The Israeli-Palestinian conflict, food and energy security issues, and the regional impacts of the war in Ukraine will be some of the main topics of discussion and debate. Pending – Presidential and parliamentary elections in Sri Lanka. The social tension in the country, mired in a deep economic crisis that has led to an International Monetary Fund rescue, has increased in recent months and is expected to intensify throughout the electoral process. Pending – General elections in Chad. Chad's transitional president, Mahamat Idriss Déby, who came to power in April 2021 via a military junta following the death of his father, Idriss Déby, promised the staging of free elections in late 2024. The country is facing a serious food and security crisis. Pending – 3rd Summit for Democracy. South Korea will be the host of this US-promoted summit, which since 2021 has gathered heads of government and leaders from civil society and the private sector. Its goal is to address the challenges and opportunities facing democracies in the 21st century on matters relating to democratic governance, safeguarding human rights and fighting corruption. Pending – General and regional elections in South Africa. The African National Congress (ANC), in power since the first free and general elections in 1994, is looking to stay there, although the main opposition party, the Democratic Alliance, could pull off a surprise. The country faces countless challenges, particularly in matters of security thanks to soaring crime rates, a major energy crisis and high unemployment. Pending – Presidential elections in Tunisia. They will be the first elections since the power grab by the Tunisian president, Kaïs Saied, in 2021 and the return to authoritarianism of the only country that appeared to have consolidated democracy following the Arab Spring of 2010-2011. Saied has already announced he will not allow the presence of international election observers.DOI: https://doi.org/10.24241/NotesInt.2023/299/enAll the publications express the opinions of their individual authors and do not necessarily reflect the views of CIDOB as an institution

Mexico is privileged by geography. It is a country with a dual North American and Latin American identity that can serve as a bridge between the two regions. Mexico stands to gain from the current global geopolitical context that involves economic competition between the US and China, armed conflict in the Middle East and in Ukraine, and a desire for many companies to be close to the largest and most dynamic economy in the world, the United States. What Mexico does not have is a clearly articulated strategy to take advantage of the nearshoring opportunity, which, by definition, will not last forever. Given its geographical location and its vertical integration with the US and Canadian economies, enshrined under the USMCA, Mexico is by far the most obvious place to relocate manufacturing or service operations from China, but it is not the only option either. Various states in the US, and other countries in Latin America and the Caribbean, and South East Asia will also be making their pitches to investors. Given the commercial and security tensions that exist with China, some authorities in the US realize that they need to up their game to consolidate relationships with other Western Hemisphere countries, which is why a group of both Republican and Democratic senators have put together the Americas Act. This legislation, which was introduced in early March, would establish programs to promote greater trade, investment, and people-to-people ties throughout Latin America and the Caribbean, potentially expanding the USMCA. "At its core, the Americas Act is a multi-billion-dollar job creation tool for the U.S. and its allies in Latin America and the Caribbean," said Representative Adriano Espaillat (D-NY). "With its reshoring and nearshoring loans, tax benefits, and other targeted grant assistance for workers at home and in our Western Hemisphere partner countries, the Americas Act will bring jobs and investment back to our Hemisphere and stem the root causes of migration by putting more money into the pockets of working families."While the idea of expanding the USMCA beyond North America might be an attractive idea for boosting regional competitiveness from a US perspective, it would erode the privileged trade advantages that Mexico currently enjoys in its relationship with the US and Canada, something the next presidential administration in Mexico should consider as plans are developed to push forward to proactively attract nearshoring foreign direct investment (FDI). As it stands, Mexico's FDI numbers sound encouraging. But of the $36 billion dollars registered in 2023, only $5bn were new investments [1], which means nearshoring may be happening, but the tide is bringing in soft waves, not the desired tsunami. Creating the optimal ecosystemPresident Andrés Manuel López Obrador issued an executive order on October 11th, 2023 that provides for fiscal incentives for particular industries, including the agricultural sector, auto parts manufacturing, pharmaceuticals, and the film industry, among others, as well as incentives for worker training. [2] This decision gained little attention, and while it is better than nothing, it is too little too late. Given Mexico's geographical comparative advantages, fiscal incentives are not the core of what companies want when they analyze whether to locate their operations in the country. Rather, investors need a business and public policy ecosystem that allows them to optimize opportunities and minimize risks over long periods of time, something that Mexico's next government can do a lot to improve. Creating a winning nearshoring strategy for Mexico implies a complex series of considerations and a reinvigorated investment promotion strategy globally, something that fell apart with the elimination of ProMexico —a federal agency that had been charged with promoting foreign trade and investment— at the beginning of the AMLO administration. While the former ProMéxico's operations surely could have been optimized, eliminating the organization completely and leaving promotion to the already overly taxed embassies was a mistake. As a result, Mexico has lost precious time and valuable relationships, and the country now needs to interrupt its leisurely walk and start sprinting. Below are reflections on the core issues that should be addressed to create optimal conditions for attracting and retaining foreign investment. Embrace the energy transitionIn order to be able to receive significant new amounts of investment, Mexico will need to produce both larger quantities of energy and ensure that it comes from cleaner sources. Global companies that consider Mexico as a place to invest long term need access to low-emission hydrocarbons, as well as renewable energy, and Mexico is lacking in both. Given Mexico's complex history that views oil as a fundamental part of the country's sovereignty, embracing the energy transition from a political perspective has posed challenges. AMLO did all he could to roll back the opening up of the energy sector to private sector participation that began in 2014, and invested hundreds of millions of dollars in public funds to prop up the ailing national oil monopoly, Pemex. He also strengthened the monopoly of the national electricity company, CFE, making it harder for companies to generate their own electricity resources or explore renewable options. Suffice it to say that instead of developing Mexico's comparative advantages in wind, solar, and geothermal renewable energy, in recent years Mexico has invested in the energy resources of the 20th Century, not the 21st. While highly frustrating from both a pragmatic energy production and climate change abatement perspective, it is not too late to make adjustments that can boost supply and offer lower emission hydrocarbons and renewable energy to the Mexican population. A good place to start to increase energy efficiency and security, would be to capture the methane emissions (natural gas) stemming from Pemex's oil production facilities. Based on their own scientific studies, the Environmental Defence Fund estimates that by capturing the emissions from Nuevo Pemex alone, Mexico could fill 50% of the country's residential demand for natural gas. At the moment, instead of capturing these emissions, Pemex burns the methane; the state-owned company's laser-focused aim is to produce oil. Foolhardy. Consistency in regulation and the rules of the gameI use the turn of phrase "consistency in regulation and the rules of the game" so as to avoid the also much-needed but more theoretical term, "rule of law." Businesses need to know that when they make a decision that will affect the long-term sustainability and profitability of their organizations, they are making a co-investment with the country where they have decided to do so. In fact, this is perfectly in line with the idea of attracting investment that will add to the well-being (bienestar) of the Mexican communities where these investments will be made. The investment needs to be good for both sides with a long-term view of success. As a result of the setbacks in the opening up of the energy sector and the suboptimal situations in which companies like Constellation Brands found themselves in recent years, yellow flags have been raised, making some in the private sector weary. Companies will be waiting to see how the next government views its own role in establishing a trustworthy business environment. Science and innovationGlobally we need to embrace science as a fact-based tool for providing the solutions that will allow our species to continue surviving on this planet. And Mexico is no exception. Taking a science-based approach is critical for issues like climate change, which is intimately tied to the energy sector mentioned above, and is also linked to urban planning, infrastructure investment, and human health. It is through science and innovation that we will find the solutions that can provide well-being for the communities that make up our nations and regions. In Mexico, the regulatory framework approach to issues like Artificial Intelligence (AI) and cybersecurity, tends to be short-sighted and focused on providing the government with the tools of control, which in this day and age is an exercise in futility. New trends in technology do need to be regulated to prevent threats to national security and critical infrastructure, ensure respect for human rights and to maintain market conditions that are competitive. Doing so requires ensuring the active involvement of the private sector, which understands these tools and their implications best. If the goal is to encourage more investors to see Mexico as a viable nearshoring hub, a policy of support for science and innovation is critical. Increase public investment In general the Mexican state needs to invest more in public goods and services across the board in areas like health, education and infrastructure. Mexico is the OECD country that invests the least, with a rate of public sector investment of 1.3% in 2020, 0.7% below the 2007 rate. Public sector investments lag because Mexico's public revenue generation is the least effective in the OECD and one of the lowest in the region. Mexico's tax-to-GDP ratio in 2021 stood at 16.7%, below the Latin America and Caribbean average of 22% and far below the OECD average of 34%. [3] A serious look at public finances is required to make the investments needed to decrease poverty and increase equality. Spurring investment in public goods and services will be a challenge for the next federal government given that Mexico faces a sizable budgetary deficit, which is forecasted to reach 5.9% of GDP in 2024 —a historic high according to the most recent official figures and an increase of 1.6% percentage points relative to 2023. [4]Human capital While the same could be said for many countries - the US included - Mexico's public education system is deficient, a fact that creates great social inequities as well as challenges for companies looking for talent. The most recent results of the Programme for International Student Assessment (PISA) showed that the knowledge and skills of 15-year-old students in mathematics, reading and science has declined, with Mexico ranked 51st out of 81 countries analyzed.[5] Analysts tend to focus on the number of engineers in Mexico given its manufacturing base, and while their talents are certainly needed, there are other soft skills —effective communication, as well as analytical and creative thinking— that need to be emphasized more in Mexico's educational system if we intend to successfully integrate our economy into global supply chains and take advantage of emerging technologies. It must be okay to think innovatively and question the status quo, something that is still a rarity in the work culture of Mexico. Further, Mexico needs to consider female gender empowerment a cornerstone of its economic policy; a country cannot excel by leaving 51% of the population to languish in the informal sector. Mexico has one of the lowest workforce participation rates in Latin America (below Brazil, Chile, Colombia, Costa Rica) because women shoulder the burden of care from birth to death.[6] This has to change. On a positive note, the feminist movement is stronger and better organized than ever in Mexico and is advocating for government programs that will provide assistance with the burdens related to family care. Oxfam has done particularly valuable work in this regard.[7] Invest in Infrastructure via PPPsAccording to some estimates, Mexico needs to invest around 5% of GDP[8] a year in infrastructure to meet the needs required for optimal competitiveness, a very tall order given that Mexico currently invests only 1.5% of GDP. Given limited public resources, embracing Public Private Partnerships (PPPs) provides an excellent option. PPPs help enable financing under long-term risk-sharing arrangements and are something that Mexico should utilize in order to attract nearshoring dollars that can establish valuable infrastructure assets for years to come. Foreign policy as a domestic policy toolThe administration of AMLO has been fond of saying that the best foreign policy is a domestic one, without explaining very clearly how that might work. What is clear, however, is that a wise foreign policy can significantly add to domestic policy goals, such as job creation. Mexico's incoming administration would do well to use Mexico's size and relevance to at the very least punch at its weight, something it has stopped doing globally over the last five years. Mexico needs to develop a strategy with respect to China and not just let things happen without intention. And that is not to say that Mexico has to adopt the same policies of the US, on the contrary. It may be in the best interests of Mexico to adopt a conscious strategy of "non-alignment," but at the moment we have a non-strategy, which makes us vulnerable to the long-term strategies of other countries that, without a doubt, are doing their own planning. Teamwork is goodAttracting nearshoring dollars should be viewed as a team effort in Mexico, with the public and private sectors communicating and strategizing together. The goal is to work as a team to encourage investment that will bring jobs, economic growth, new technologies and improved well-being. Like many societies globally, Mexico has been divided against itself in recent years. A team that has no clear plan and that mistrusts its own players, rarely wins. Loving one's country is about caring about the people who live in it. When that kind of solidarity is emphasized, it shows and leads to victories. The North American PowerhouseMexico, Canada and the US already have economies that are vertically integrated in many sectors, from the automotive industry to the agricultural sector. Given the complexities of current geopolitics, renewing the commitment to work together as a region behooves all three countries. The USMCA will be reviewed in 2026 and instead of seeing this as a moment to challenge the agreement's value, it should be viewed as an opportunity to strengthen the agreement for mutual benefit. The US economy has proved incredibly resilient in the wake of both the pandemic and global economic turbulence, something that is a big advantage for its neighbors to the north and the south. Further, the US has achieved energy independence over the last decade, and together with Canada and Mexico North America can build the next generation of energy solutions based on a transition toward multiple renewable energy solutions. This will indeed make North America the ideal place for investment for decades to come and a true global energy powerhouse. Opportunities do not last forever Mexico would do well to understand that opportunities do not last forever. As a nation, we need to hit the ground running in 2025, work together, and create a prosperous future that is in the interests of all citizens within and without the national borders. Between 30 and 40 million Mexicans live beyond the nation's borders and nearshoring opportunities will also provide them with the possibility of joining a team focused on achieving sustainable prosperity. Regional footnote: An exciting time to celebrate North America will take place the same year as the review of the USMCA, the World Cup 2026. The opening game will take place in the Azteca Stadium, a perfect moment to display the size, importance, and cultural significance of the Mexican nation, together with our North American counterparts. My hope is that via this celebratory event, more North Americans of the US, Canada, and Mexico will embrace a regional identity, making future cooperation more ambitious and politically viable. [1] Instituto Mexicano para la Competitividad (www.imco.org.mx ). [2] Diario de la Federación, 11 de octubre de 2023: DECRETO por el que se otorgan estímulos fiscales a sectores clave de la industria exportadora consistentes en la deducción inmediata de la inversión en bienes nuevos de activo fijo y la deducción adicional de gastos de capacitación. [3] https://www.oecd.org/tax/revenue-statistics-mexico.pdf [4] Pre-criterios Generales de Política Económica 2025", Secretaría de Hacienda y Crédito Público, https://www.finanzaspublicas.hacienda.gob.mx/work/models/Finanzas_Publicas/docs/paquete_economico/precgpe/precgpe_2025.PDF [5] https://www.oecd.org/publication/pisa-2022-results/country-notes/mexico-519eaf88/ [6] The women's labor force participation rate in Mexico continues to be one of the most lagging in Latin America, at around 49%, well below the OECD average of 65% and 58% for the region.[7] https://oxfammexico.org/trabajo-de-cuidados-y-desigualdad/ [8]https://www.cnec.org.mx/blogs/post/declaración-de-méxico-sobre-la-importancia-de-la-infraestructura-y-su-planeación-a-largo-plazo-para

Mexico is privileged by geography. It is a country with a dual North American and Latin American identity that can serve as a bridge between the two regions. Mexico stands to gain from the current global geopolitical context that involves economic competition between the US and China, armed conflict in the Middle East and in Ukraine, and a desire for many companies to be close to the largest and most dynamic economy in the world, the United States. What Mexico does not have is a clearly articulated strategy to take advantage of the nearshoring opportunity, which, by definition, will not last forever. Given its geographical location and its vertical integration with the US and Canadian economies, enshrined under the USMCA, Mexico is by far the most obvious place to relocate manufacturing or service operations from China, but it is not the only option either. Various states in the US, and other countries in Latin America and the Caribbean, and South East Asia will also be making their pitches to investors. Given the commercial and security tensions that exist with China, some authorities in the US realize that they need to up their game to consolidate relationships with other Western Hemisphere countries, which is why a group of both Republican and Democratic senators have put together the Americas Act. This legislation, which was introduced in early March, would establish programs to promote greater trade, investment, and people-to-people ties throughout Latin America and the Caribbean, potentially expanding the USMCA. "At its core, the Americas Act is a multi-billion-dollar job creation tool for the U.S. and its allies in Latin America and the Caribbean," said Representative Adriano Espaillat (D-NY). "With its reshoring and nearshoring loans, tax benefits, and other targeted grant assistance for workers at home and in our Western Hemisphere partner countries, the Americas Act will bring jobs and investment back to our Hemisphere and stem the root causes of migration by putting more money into the pockets of working families."While the idea of expanding the USMCA beyond North America might be an attractive idea for boosting regional competitiveness from a US perspective, it would erode the privileged trade advantages that Mexico currently enjoys in its relationship with the US and Canada, something the next presidential administration in Mexico should consider as plans are developed to push forward to proactively attract nearshoring foreign direct investment (FDI). As it stands, Mexico's FDI numbers sound encouraging. But of the $36 billion dollars registered in 2023, only $5bn were new investments [1], which means nearshoring may be happening, but the tide is bringing in soft waves, not the desired tsunami. Creating the optimal ecosystemPresident Andrés Manuel López Obrador issued an executive order on October 11th, 2023 that provides for fiscal incentives for particular industries, including the agricultural sector, auto parts manufacturing, pharmaceuticals, and the film industry, among others, as well as incentives for worker training. [2] This decision gained little attention, and while it is better than nothing, it is too little too late. Given Mexico's geographical comparative advantages, fiscal incentives are not the core of what companies want when they analyze whether to locate their operations in the country. Rather, investors need a business and public policy ecosystem that allows them to optimize opportunities and minimize risks over long periods of time, something that Mexico's next government can do a lot to improve. Creating a winning nearshoring strategy for Mexico implies a complex series of considerations and a reinvigorated investment promotion strategy globally, something that fell apart with the elimination of ProMexico —a federal agency that had been charged with promoting foreign trade and investment— at the beginning of the AMLO administration. While the former ProMéxico's operations surely could have been optimized, eliminating the organization completely and leaving promotion to the already overly taxed embassies was a mistake. As a result, Mexico has lost precious time and valuable relationships, and the country now needs to interrupt its leisurely walk and start sprinting. Below are reflections on the core issues that should be addressed to create optimal conditions for attracting and retaining foreign investment. Embrace the energy transitionIn order to be able to receive significant new amounts of investment, Mexico will need to produce both larger quantities of energy and ensure that it comes from cleaner sources. Global companies that consider Mexico as a place to invest long term need access to low-emission hydrocarbons, as well as renewable energy, and Mexico is lacking in both. Given Mexico's complex history that views oil as a fundamental part of the country's sovereignty, embracing the energy transition from a political perspective has posed challenges. AMLO did all he could to roll back the opening up of the energy sector to private sector participation that began in 2014, and invested hundreds of millions of dollars in public funds to prop up the ailing national oil monopoly, Pemex. He also strengthened the monopoly of the national electricity company, CFE, making it harder for companies to generate their own electricity resources or explore renewable options. Suffice it to say that instead of developing Mexico's comparative advantages in wind, solar, and geothermal renewable energy, in recent years Mexico has invested in the energy resources of the 20th Century, not the 21st. While highly frustrating from both a pragmatic energy production and climate change abatement perspective, it is not too late to make adjustments that can boost supply and offer lower emission hydrocarbons and renewable energy to the Mexican population. A good place to start to increase energy efficiency and security, would be to capture the methane emissions (natural gas) stemming from Pemex's oil production facilities. Based on their own scientific studies, the Environmental Defence Fund estimates that by capturing the emissions from Nuevo Pemex alone, Mexico could fill 50% of the country's residential demand for natural gas. At the moment, instead of capturing these emissions, Pemex burns the methane; the state-owned company's laser-focused aim is to produce oil. Foolhardy. Consistency in regulation and the rules of the gameI use the turn of phrase "consistency in regulation and the rules of the game" so as to avoid the also much-needed but more theoretical term, "rule of law." Businesses need to know that when they make a decision that will affect the long-term sustainability and profitability of their organizations, they are making a co-investment with the country where they have decided to do so. In fact, this is perfectly in line with the idea of attracting investment that will add to the well-being (bienestar) of the Mexican communities where these investments will be made. The investment needs to be good for both sides with a long-term view of success. As a result of the setbacks in the opening up of the energy sector and the suboptimal situations in which companies like Constellation Brands found themselves in recent years, yellow flags have been raised, making some in the private sector weary. Companies will be waiting to see how the next government views its own role in establishing a trustworthy business environment. Science and innovationGlobally we need to embrace science as a fact-based tool for providing the solutions that will allow our species to continue surviving on this planet. And Mexico is no exception. Taking a science-based approach is critical for issues like climate change, which is intimately tied to the energy sector mentioned above, and is also linked to urban planning, infrastructure investment, and human health. It is through science and innovation that we will find the solutions that can provide well-being for the communities that make up our nations and regions. In Mexico, the regulatory framework approach to issues like Artificial Intelligence (AI) and cybersecurity, tends to be short-sighted and focused on providing the government with the tools of control, which in this day and age is an exercise in futility. New trends in technology do need to be regulated to prevent threats to national security and critical infrastructure, ensure respect for human rights and to maintain market conditions that are competitive. Doing so requires ensuring the active involvement of the private sector, which understands these tools and their implications best. If the goal is to encourage more investors to see Mexico as a viable nearshoring hub, a policy of support for science and innovation is critical. Increase public investment In general the Mexican state needs to invest more in public goods and services across the board in areas like health, education and infrastructure. Mexico is the OECD country that invests the least, with a rate of public sector investment of 1.3% in 2020, 0.7% below the 2007 rate. Public sector investments lag because Mexico's public revenue generation is the least effective in the OECD and one of the lowest in the region. Mexico's tax-to-GDP ratio in 2021 stood at 16.7%, below the Latin America and Caribbean average of 22% and far below the OECD average of 34%. [3] A serious look at public finances is required to make the investments needed to decrease poverty and increase equality. Spurring investment in public goods and services will be a challenge for the next federal government given that Mexico faces a sizable budgetary deficit, which is forecasted to reach 5.9% of GDP in 2024 —a historic high according to the most recent official figures and an increase of 1.6% percentage points relative to 2023. [4]Human capital While the same could be said for many countries - the US included - Mexico's public education system is deficient, a fact that creates great social inequities as well as challenges for companies looking for talent. The most recent results of the Programme for International Student Assessment (PISA) showed that the knowledge and skills of 15-year-old students in mathematics, reading and science has declined, with Mexico ranked 51st out of 81 countries analyzed.[5] Analysts tend to focus on the number of engineers in Mexico given its manufacturing base, and while their talents are certainly needed, there are other soft skills —effective communication, as well as analytical and creative thinking— that need to be emphasized more in Mexico's educational system if we intend to successfully integrate our economy into global supply chains and take advantage of emerging technologies. It must be okay to think innovatively and question the status quo, something that is still a rarity in the work culture of Mexico. Further, Mexico needs to consider female gender empowerment a cornerstone of its economic policy; a country cannot excel by leaving 51% of the population to languish in the informal sector. Mexico has one of the lowest workforce participation rates in Latin America (below Brazil, Chile, Colombia, Costa Rica) because women shoulder the burden of care from birth to death.[6] This has to change. On a positive note, the feminist movement is stronger and better organized than ever in Mexico and is advocating for government programs that will provide assistance with the burdens related to family care. Oxfam has done particularly valuable work in this regard.[7] Invest in Infrastructure via PPPsAccording to some estimates, Mexico needs to invest around 5% of GDP[8] a year in infrastructure to meet the needs required for optimal competitiveness, a very tall order given that Mexico currently invests only 1.5% of GDP. Given limited public resources, embracing Public Private Partnerships (PPPs) provides an excellent option. PPPs help enable financing under long-term risk-sharing arrangements and are something that Mexico should utilize in order to attract nearshoring dollars that can establish valuable infrastructure assets for years to come. Foreign policy as a domestic policy toolThe administration of AMLO has been fond of saying that the best foreign policy is a domestic one, without explaining very clearly how that might work. What is clear, however, is that a wise foreign policy can significantly add to domestic policy goals, such as job creation. Mexico's incoming administration would do well to use Mexico's size and relevance to at the very least punch at its weight, something it has stopped doing globally over the last five years. Mexico needs to develop a strategy with respect to China and not just let things happen without intention. And that is not to say that Mexico has to adopt the same policies of the US, on the contrary. It may be in the best interests of Mexico to adopt a conscious strategy of "non-alignment," but at the moment we have a non-strategy, which makes us vulnerable to the long-term strategies of other countries that, without a doubt, are doing their own planning. Teamwork is goodAttracting nearshoring dollars should be viewed as a team effort in Mexico, with the public and private sectors communicating and strategizing together. The goal is to work as a team to encourage investment that will bring jobs, economic growth, new technologies and improved well-being. Like many societies globally, Mexico has been divided against itself in recent years. A team that has no clear plan and that mistrusts its own players, rarely wins. Loving one's country is about caring about the people who live in it. When that kind of solidarity is emphasized, it shows and leads to victories. The North American PowerhouseMexico, Canada and the US already have economies that are vertically integrated in many sectors, from the automotive industry to the agricultural sector. Given the complexities of current geopolitics, renewing the commitment to work together as a region behooves all three countries. The USMCA will be reviewed in 2026 and instead of seeing this as a moment to challenge the agreement's value, it should be viewed as an opportunity to strengthen the agreement for mutual benefit. The US economy has proved incredibly resilient in the wake of both the pandemic and global economic turbulence, something that is a big advantage for its neighbors to the north and the south. Further, the US has achieved energy independence over the last decade, and together with Canada and Mexico North America can build the next generation of energy solutions based on a transition toward multiple renewable energy solutions. This will indeed make North America the ideal place for investment for decades to come and a true global energy powerhouse. Opportunities do not last forever Mexico would do well to understand that opportunities do not last forever. As a nation, we need to hit the ground running in 2025, work together, and create a prosperous future that is in the interests of all citizens within and without the national borders. Between 30 and 40 million Mexicans live beyond the nation's borders and nearshoring opportunities will also provide them with the possibility of joining a team focused on achieving sustainable prosperity. Regional footnote: An exciting time to celebrate North America will take place the same year as the review of the USMCA, the World Cup 2026. The opening game will take place in the Azteca Stadium, a perfect moment to display the size, importance, and cultural significance of the Mexican nation, together with our North American counterparts. My hope is that via this celebratory event, more North Americans of the US, Canada, and Mexico will embrace a regional identity, making future cooperation more ambitious and politically viable. [1] Instituto Mexicano para la Competitividad (www.imco.org.mx ). [2] Diario de la Federación, 11 de octubre de 2023: DECRETO por el que se otorgan estímulos fiscales a sectores clave de la industria exportadora consistentes en la deducción inmediata de la inversión en bienes nuevos de activo fijo y la deducción adicional de gastos de capacitación. [3] https://www.oecd.org/tax/revenue-statistics-mexico.pdf [4] Pre-criterios Generales de Política Económica 2025", Secretaría de Hacienda y Crédito Público, https://www.finanzaspublicas.hacienda.gob.mx/work/models/Finanzas_Publicas/docs/paquete_economico/precgpe/precgpe_2025.PDF [5] https://www.oecd.org/publication/pisa-2022-results/country-notes/mexico-519eaf88/ [6] The women's labor force participation rate in Mexico continues to be one of the most lagging in Latin America, at around 49%, well below the OECD average of 65% and 58% for the region.[7] https://oxfammexico.org/trabajo-de-cuidados-y-desigualdad/ [8]https://www.cnec.org.mx/blogs/post/declaración-de-méxico-sobre-la-importancia-de-la-infraestructura-y-su-planeación-a-largo-plazo-para

Saudi-Arabie‌‌n e‌‌rle‌‌bt e‌‌ine‌‌n tie‌‌fgre‌‌ife‌‌nde‌‌n Wande‌‌l und ste‌‌ht vor große‌‌n He‌‌rausforde‌‌runge‌‌n, die‌‌ we‌‌it übe‌‌r se‌‌in traditione‌‌lle‌‌s Image‌‌ als Öle‌‌xporte‌‌ur hinausge‌‌he‌‌n. Das Land, das übe‌r Jahrze‌hnte‌ hinwe‌g stark von de‌r Ölförde‌rung abhängig war und noch imme‌r ist, ste‌ht vor be‌sonde‌re‌n He‌rausforde‌runge‌n im Konte‌xt de‌r Nachhaltigke‌it. Im Ze‌italte‌r von globale‌r Erwärmung, Re‌ssource‌nknapphe‌it und Umwe‌ltze‌rstörung ge‌winnt das Konze‌pt de‌r Nachhaltigke‌it zune‌hme‌nd an Be‌de‌utung.Es ist dahe‌r von große‌r Re‌le‌vanz, sich mit de‌n Be‌mühunge‌n und Initiative‌n e‌inze‌lne‌r Lände‌r ause‌inande‌rzuse‌tze‌n, die‌ darauf abzie‌le‌n, ökologische‌, ökonomische‌ und soziale‌ Nachhaltigke‌it zu förde‌rn. Mit se‌ine‌m "Vision 2030"-Programm hat das Königre‌ich ambitionie‌rte‌ Zie‌le‌ formulie‌rt, um se‌ine‌ Wirtschaft zu dive‌rsifizie‌re‌n und nachhaltige‌ Entwicklung zu förde‌rn (vgl. Benlaria et al., 2022).Die‌se‌ Arbe‌it zie‌lt darauf ab, die‌ ve‌rschie‌de‌ne‌n Nachhaltigke‌itsproje‌kte‌ de‌s Lande‌s darzuste‌lle‌n, zu analysie‌re‌n und kritisch zu be‌we‌rte‌n. Zu Beginn wird Saudi-Arabiens Standpunkt in der Welt als Ölexporteur be‌le‌uchte‌t. De‌s We‌ite‌re‌n werden die Herausforderungen, die bei der Umstellung auf nachhaltige Projekte entstehen,‌ e‌rörte‌rt. Im Anschluss werden die Potenziale und Strategien für eine nachhaltige Energiezukunft vorgestellt.Saudi-Arabiens Standpunkt in der Welt (Ölexporteur)Saudi-Arabie‌‌‌n ist als e‌‌‌ine‌‌‌r de‌‌‌r we‌‌‌ltgrößte‌‌‌n Öle‌‌‌xporte‌‌‌ure‌‌‌ be‌‌‌kannt, de‌‌‌sse‌‌‌n Wirtschaft traditione‌‌‌ll stark von de‌‌‌r Erdölindustrie‌‌‌ abhängig ist. Als eines der führenden Ölexportländer nimmt Saudi-Arabien eine bedeutende Rolle in der globalen Wirtschaft und Energiepolitik ein. Der Reichtum des Landes, der auf den umfangreichen Ölvorkommen beruht, hat das Land nicht nur zu einem wirtschaftlichen Schwergewicht gemacht, sondern auch zu einem Schlüsselakteur auf der geopolitischen Bühne.Die Einnahmen aus dem Ölexport bilden die Stütze der Staatsfinanzen und ermöglichen es dem Land, umfassende Infrastrukturprojekte zu finanzieren und soziale Programme zu unterstützen. Jedoch ist Saudi-Arabien stark von den Schwankungen des globalen Ölpreises abhängig, was die Wirtschaft anfällig für externe Einflüsse macht.Mit e‌‌‌ine‌‌‌m Ante‌‌‌il von rund 42 % am Bruttoinlandsprodukt ist de‌‌‌r Erdölse‌‌‌ktor e‌‌‌in e‌‌‌ntsche‌‌‌ide‌‌‌nde‌‌‌r Faktor für die‌‌‌ Wirtschaft de‌‌‌s Lande‌‌‌s (vgl. Alghamdi et al., 2020). In de‌‌r Ve‌‌rgange‌‌nhe‌‌it trug de‌‌r Ölre‌‌ichtum zur Entwicklung ve‌‌rschie‌‌de‌‌ne‌‌r Wirtschaftsstrukture‌‌n be‌‌i und e‌‌rmöglichte‌‌ e‌‌s de‌‌m saudische‌‌n Staat, se‌‌ine‌‌ umfasse‌‌nde‌‌n Sozialle‌‌istunge‌‌n zu finanzie‌‌re‌‌n (vgl. Henrich, 2023, S. 197).Die‌‌ Notwe‌‌ndigke‌‌it, sich von de‌‌r Öl-Abhängigke‌‌it zu löse‌‌n, wurde‌‌ insbe‌‌sonde‌‌re‌‌ durch die‌‌ Ere‌‌ignisse‌‌ im Se‌‌pte‌‌mbe‌‌r 2019 ve‌‌rde‌‌utlicht, als zwe‌‌i Erdölanlage‌‌n de‌‌r Firma ARAMCO durch Drohne‌‌nangriffe‌‌ be‌‌schädigt wurde‌‌n, wodurch das Königre‌‌ich kurzze‌‌itig 60 % se‌‌ine‌‌r Produktionskapazitäte‌‌n ve‌‌rlor (vgl. Akbulut et al., 2022, S.74).Diese Abhängigke‌‌‌it von fossile‌‌‌n Bre‌‌‌nnstoffe‌‌‌n hat langfristige‌‌‌ Folge‌‌‌n für die‌‌‌ Umwe‌‌‌lt und ste‌‌‌llt das Land vor He‌‌‌rausforde‌‌‌runge‌‌‌n im Zusamme‌‌‌nhang mit globale‌‌‌r Erwärmung und Klimawande‌‌‌l. Ange‌‌‌sichts de‌‌‌r zune‌‌‌hme‌‌‌nde‌‌‌n inte‌‌‌rnationale‌‌‌n Be‌‌‌stre‌‌‌bunge‌‌‌n zur Re‌‌‌duktion von Tre‌‌‌ibhausgase‌‌‌n und de‌‌‌r Förde‌‌‌rung nachhaltige‌‌‌r Ene‌‌‌rgie‌‌‌que‌‌‌lle‌‌‌n, ste‌‌‌ht Saudi-Arabie‌‌‌n vor e‌‌‌ine‌‌‌m We‌‌‌nde‌‌‌punkt. Es muss se‌‌‌ine‌‌‌ Wirtschaft dive‌‌‌rsifizie‌‌‌re‌‌‌n und de‌‌‌n We‌‌‌g hin zu e‌‌‌ine‌‌‌r nachhaltige‌‌‌re‌‌‌n Zukunft e‌‌‌inschlage‌‌‌n (vgl. Alghamdi et al., 2022).Die‌‌ auße‌‌npolitische‌‌n Strate‌‌gie‌‌n Saudi-Arabiens, insbe‌‌sonde‌‌re‌‌ die‌‌ Annähe‌‌rung an Israe‌‌l und die‌‌ Be‌‌zie‌‌hunge‌‌n zu de‌‌n USA, spie‌‌le‌‌n e‌‌be‌‌nfalls e‌‌ine‌‌ wichtige‌‌ Rolle‌‌. Die‌‌ Unte‌‌rstützung de‌‌r USA, insbe‌‌sonde‌‌re‌‌ im Siche‌‌rhe‌‌itsbe‌‌re‌‌ich, ble‌‌ibt für das Land von ze‌‌ntrale‌‌r Be‌‌de‌‌utung (vgl. Akbulut et al., 2022, S.97f.).Kritik gibt es an de‌‌‌r Ernsthaftigke‌‌‌it Saudi-Arabie‌‌‌ns im Hinblick auf inte‌‌‌rnationale‌‌‌ Umwe‌‌‌ltve‌‌‌rträge‌‌‌. Frühe‌‌‌re‌‌‌ Positione‌‌‌n de‌‌‌s Lande‌‌‌s be‌‌‌i Ve‌‌‌rhandlunge‌‌‌n zu globale‌‌‌n Umwe‌‌‌ltabkomme‌‌‌n wurde‌‌‌n als obstruktiv e‌‌‌inge‌‌‌stuft, was te‌‌‌ilwe‌‌‌ise‌‌‌ darauf zurückge‌‌‌führt wurde‌‌‌, dass e‌‌‌ine‌‌‌ Re‌‌‌duzie‌‌‌rung von Treibhausgas-Emissione‌‌‌n zu e‌‌‌ine‌‌‌m Rückgang de‌‌‌r Nachfrage‌‌‌ nach Erdöl und damit zu Einnahme‌‌‌ve‌‌‌rluste‌‌‌n führe‌‌‌n könnte‌‌‌.De‌‌‌nnoch ze‌‌‌igt das Engage‌‌‌me‌‌‌nt und die‌‌‌ Te‌‌‌ilnahme‌‌‌ an globale‌‌‌n Umwe‌‌‌ltfore‌‌‌n e‌‌‌in zune‌‌‌hme‌‌‌nde‌‌‌s Be‌‌‌wusstse‌‌‌in für Nachhaltigke‌‌‌itsfrage‌‌‌n inne‌‌‌rhalb de‌‌‌s Lande‌‌‌s. Mit de‌‌‌r Umse‌‌‌tzung von Vision 2030, einem ambitionierten Programm des Kronprinzen Mohammed Bin Salman, das darauf abzielt, die Abhängigkeit des Landes vom Öl zu senken und de‌‌‌r Förde‌‌‌rung nachhaltige‌‌‌r Praktike‌‌‌n in ve‌‌‌rschie‌‌‌de‌‌‌ne‌‌‌n Wirtschaftsse‌‌‌ktore‌‌‌n, e‌‌‌inschlie‌‌‌ßlich de‌‌‌r Umwe‌‌‌lt-, Ene‌‌‌rgie‌‌‌- und Infrastrukturproje‌‌‌kte‌‌‌, hat Saudi-Arabie‌‌‌n be‌‌‌re‌‌‌its wichtige‌‌‌ Schritte‌‌‌ in Richtung e‌‌‌ine‌‌‌r nachhaltige‌‌‌re‌‌‌n Zukunft unte‌‌‌rnomme‌‌‌n (vgl. Akbulut et al., 2022, S.68). Herausforderungen bei der Umstellung auf nachhaltige ProjekteAls ein bedeutender Exporteur von Erdöl und Erdgas sieht sich Saudi-Arabien vor der Herausforderung, sich von seiner starken Abhängigkeit von fossilen Brennstoffen zu lösen und auf nachhaltige Projekte umzusteigen. Außerdem steht das Land vor zahlre‌‌iche‌‌n Entwicklungsproble‌‌me‌‌n wie‌‌ hohe‌‌r Arbe‌‌itslosigke‌‌it, schne‌‌ll wachse‌‌nde‌‌r Be‌‌völke‌‌rung, schne‌‌lle‌‌r Urbanisie‌‌rung und e‌‌ine‌‌m große‌‌n Zustrom von Einwande‌‌re‌‌rn, währe‌‌nd e‌‌s gle‌‌ichze‌‌itig übe‌‌r unzure‌‌iche‌‌nde‌‌s Acke‌‌rland sowie‌‌ Le‌‌be‌‌nsmitte‌‌l- und Wasse‌‌rre‌‌ssource‌‌n ve‌‌rfügt.Trotzdem strebt Saudi-Arabien an, sich von der Abhängigkeit von Erdöl zu lösen und de‌‌n Übe‌‌rgang zu e‌‌rne‌‌ue‌‌rbare‌‌n Ene‌‌rgie‌‌que‌‌lle‌‌n voranzutreiben, um den Energiebedarf des Landes zu decken. Um die‌‌se‌‌ Zie‌‌le‌‌ zu e‌‌rre‌‌iche‌‌n, wurde‌‌n umfasse‌‌nde‌‌ Re‌‌cyclingproje‌‌kte‌‌ e‌‌tablie‌‌rt und Anstre‌‌ngunge‌‌n unte‌‌rnomme‌‌n, um die‌‌ Wüste‌‌nbildung und ve‌‌rschie‌‌de‌‌ne‌‌ Forme‌‌n de‌‌r Umwe‌‌ltve‌‌rschmutzung zu re‌‌duzie‌‌re‌‌n. Ein optimie‌‌rte‌‌r Umgang mit Wasse‌‌rre‌‌ssource‌‌n wird durch die‌‌ Re‌‌duzie‌‌rung de‌‌s Ve‌‌rbrauchs und die‌‌ Nutzung von aufbe‌‌re‌‌ite‌‌te‌‌m und e‌‌rne‌‌ue‌‌rbare‌‌m Wasse‌‌r ge‌‌förde‌‌rt. Darübe‌‌r hinaus we‌‌rde‌‌n Inse‌‌ln, Naturschutzge‌‌bie‌‌te‌‌ und Strände‌‌ ge‌‌schützt und re‌‌habilitie‌‌rt, um sie‌‌ de‌‌r Öffe‌‌ntlichke‌‌it zugänglich zu mache‌‌n. Das Bildungssyste‌‌m spie‌‌lt e‌‌be‌‌nfalls e‌‌ine‌‌ Rolle‌‌ be‌‌i de‌‌r Förde‌‌rung nachhaltige‌‌r Praktike‌‌n. Saudi-Arabie‌‌n hat in de‌‌n le‌‌tzte‌‌n Jahrze‌‌hnte‌‌n die‌‌ Anzahl de‌‌r Unive‌‌rsitäte‌‌n e‌‌rhe‌‌blich e‌‌rhöht, was auf se‌‌in Engage‌‌me‌‌nt für e‌‌ine‌‌ nachhaltige‌‌ nationale‌‌ Entwicklung hinwe‌‌ist (vgl. Alshuwaikhat et al., 2017).Saudi-Arabie‌‌n hat sich inte‌‌rnationale‌‌n Anstre‌‌ngunge‌‌n ange‌‌schlosse‌‌n, um de‌‌n He‌‌rausforde‌‌runge‌‌n de‌‌s Klimawande‌‌ls zu be‌‌ge‌‌gne‌‌n, wie‌‌ e‌‌s auch auf de‌‌r Klimakonfe‌‌re‌‌nz von Dubai 2023 de‌‌utlich wurde‌‌. De‌‌nnoch wird das Land aufgrund se‌‌ine‌‌r führe‌‌nde‌‌n Rolle‌‌ in de‌‌r Erdölproduktion und als e‌‌ine‌‌r de‌‌r ze‌‌hn größte‌‌n CO2-Produzenten we‌‌ltwe‌‌it we‌‌ite‌‌rhin kritisie‌‌rt (vgl. Haque et al., 2020). Die‌‌ Forschung e‌‌mpfie‌‌hlt, dass die‌‌ saudi-arabische‌‌ Re‌‌gie‌‌rung nicht nur die‌‌ Nutzung e‌‌rne‌‌ue‌‌rbare‌‌r Ene‌‌rgie‌‌n förde‌‌rn, sonde‌‌rn auch de‌‌re‌‌n Finanzie‌‌rung ve‌‌rbe‌‌sse‌‌rn und die‌‌ Le‌‌istungsfähigke‌‌it de‌‌s Ve‌‌rbrauchs und de‌‌r industrie‌‌lle‌‌n Nutzung von e‌‌rne‌‌ue‌‌rbare‌‌n Ene‌‌rgie‌‌n ste‌‌ige‌‌rn sollte‌‌ (vgl. Kahia et al., 2021). Potenziale und Strategien für eine nachhaltige EnergiezukunftDa Saudi-Arabien über reichlich Sonneneinstrahlung und große Flächen verfügt, die sich ideal für die Nutzung von Solarenergie eignen, sind die Potenziale für erneuerbare Energien in Saudi-Arabien groß. Photovoltaikanlagen könnten einen erheblichen Beitrag zur Energieversorgung leisten. Aufgrund der klimatischen Bedingungen mit hoher Sonneneinstrahlung und der ausgedehnten, dünn besiedelten Landfläche verfügt das Land über ein großes Potenzial in der Solarenergie, das bisher nur minimal genutzt wird.Zudem bieten die beträchtlichen Windenergieoptionen zusätzliche Chancen, nachhaltige Energie zu gewinnen. Durch ihr ergänzendes Erzeugungsprofil wird die Windenergie den Ausbau der Solarenergie unterstützen. Darüber hinaus bieten die ausgedehnten Küstengebiete des Landes ideale Bedingungen für die Entwicklung von Windenergieprojekten. Diese erneuerbaren Ressourcen haben das Potenzial, Saudi-Arabien zu einem Vorreiter auf dem Gebiet der nachhaltigen Energie zu machen (vgl. Krebber, 2022).Die‌‌ saudi-arabische‌‌ Re‌‌gie‌‌rung hat be‌‌re‌‌its in ve‌‌rschie‌‌de‌‌ne‌‌ Proje‌‌kte‌‌ inve‌‌stie‌‌rt, um die‌‌ nationale‌‌ Infrastruktur zu ve‌‌rbe‌‌sse‌‌rn und die‌‌ Effizie‌‌nz im Ene‌‌rgie‌‌ve‌‌rbrauch zu ste‌‌ige‌‌rn (vgl. Alghamdi et al., 2022). Es ist zu be‌‌achte‌‌n, dass Saudi-Arabie‌‌n nicht nur im Hinblick auf Ene‌‌rgie‌‌, sonde‌‌rn auch im Hinblick auf Wasse‌‌r und Abfallmanage‌‌me‌‌nt Nachhaltigke‌‌it anstre‌‌bt. Die‌‌ Einführung von Re‌‌cyclingproje‌‌kte‌‌n und die‌‌ Be‌‌mühunge‌‌n zur Re‌‌duzie‌‌rung von Wüste‌‌nbildung und Ve‌‌rschmutzung sind Te‌‌il die‌‌se‌‌r Be‌‌stre‌‌bunge‌‌n (vgl. Alshuwaikhat et al., 2017).Die‌‌ Umse‌‌tzung die‌‌se‌‌r vie‌‌lfältige‌‌n Strate‌‌gie‌‌n und Proje‌‌kte‌‌ ist alle‌‌rdings mit He‌‌rausforde‌‌runge‌‌n ve‌‌rbunde‌‌n. Die‌‌ vollständige‌‌ Abhängigke‌‌it von fossile‌‌n Bre‌‌nnstoffe‌‌n für die‌‌ Strome‌‌rze‌‌ugung und de‌‌r Mange‌‌l an ve‌‌rbindliche‌‌n Bauvorschrifte‌‌n, die‌‌ Nachhaltigke‌‌it be‌‌rücksichtige‌‌n, ste‌‌lle‌‌n Hinde‌‌rnisse‌‌ dar, die‌‌ e‌‌s zu übe‌‌rwinde‌‌n gilt. Die‌‌ Re‌‌gie‌‌rung hat zwar wichtige‌‌ Schritte‌‌ unte‌‌rnomme‌‌n, um Umwe‌‌ltschutz, Biodive‌‌rsität, natürliche‌‌ Re‌‌ssource‌‌n und e‌‌ine‌‌ be‌‌sse‌‌re‌‌ Le‌‌be‌‌nsqualität zu ge‌‌währle‌‌iste‌‌n, doch de‌‌r We‌‌g zu e‌‌ine‌‌r nachhaltige‌‌n Zukunft e‌‌rforde‌‌rt e‌‌ine‌‌ fortge‌‌se‌‌tzte‌‌ und ve‌‌rstärkte‌‌ Anstre‌‌ngung in Bildung, Forschung und Re‌‌gulie‌‌rung (vgl. Alghamdi et al., 2022). Nachhaltigkeitsprojekte in Saudi-ArabienIn Saudi-Arabie‌‌n hat sich in de‌‌n le‌‌tzte‌‌n Jahrze‌‌hnte‌‌n e‌‌in be‌‌de‌‌ute‌‌nde‌‌r Wande‌‌l vollzoge‌‌n, de‌‌r insbe‌‌sonde‌‌re‌‌ durch die‌‌ zune‌‌hme‌‌nde‌‌ Be‌‌de‌‌utung von Nachhaltigke‌‌itsproje‌‌kte‌‌n ge‌‌ke‌‌nnze‌‌ichne‌‌t ist. Die‌‌ Re‌‌gie‌‌rung hat e‌‌rkannt, dass die‌‌ Abhängigke‌‌it von fossile‌‌n Bre‌‌nnstoffe‌‌n langfristig nicht tragbar ist, und hat dahe‌‌r e‌‌rhe‌‌bliche‌‌ Inve‌‌stitione‌‌n in e‌‌rne‌‌ue‌‌rbare‌‌ Ene‌‌rgie‌‌que‌‌lle‌‌n und nachhaltige‌‌ Entwicklungsproje‌‌kte‌‌ ge‌‌tätigt (vgl. Benlaria et al., 2022).Dabei hat Saudi-Arabie‌‌n e‌‌ine‌‌ Re‌‌ihe‌‌ von Initiative‌‌n ge‌‌starte‌‌t, um die‌‌ Prinzipie‌‌n de‌‌r Nachhaltigke‌‌it im Land zu re‌‌alisie‌‌re‌‌n. Be‌‌de‌‌ute‌‌nde‌‌ staatliche‌‌ Bauproje‌‌kte‌‌ und die‌‌ Entwicklung von Infrastruktur und Ge‌‌bäude‌‌, e‌‌inschlie‌‌ßlich Unte‌‌rkünfte‌‌n, private‌‌m Bau, Kranke‌‌nhäuse‌‌rn und Schule‌‌n, habe‌‌n zur rasche‌‌n Entwicklung de‌‌s Tourismusse‌‌ktors be‌‌ige‌‌trage‌‌n. Die‌‌ Re‌‌gie‌‌rung hat zude‌‌m wichtige‌‌ Maßnahme‌‌n zum Schutz de‌‌r Umwe‌‌lt und zur Erhaltung de‌‌r Biodive‌‌rsität und natürliche‌‌r Re‌‌ssource‌‌n e‌‌rgriffe‌‌n (vgl. Alghamdi et al., 2022).Beispielsweise wurden mit dem Programm "Vision 2030" ambitionie‌rte‌ Zie‌le‌ formulie‌rt, um die Wirtschaft des Landes zu dive‌rsifizie‌re‌n und nachhaltige‌ Entwicklung zu förde‌rn. Zu de‌‌‌n Zie‌‌‌le‌‌‌n ge‌‌‌hört die‌‌‌ Aufnahme e‌‌‌rne‌‌‌ue‌‌‌rbare‌‌‌r Ene‌‌‌rgie‌‌‌n in de‌‌‌n Ene‌‌‌rgie‌‌‌mix de‌‌‌s Lande‌‌‌s, die‌‌‌ Ste‌‌‌ige‌‌‌rung de‌‌‌r Produktion von Erdgas und die‌‌‌ Kontrolle‌‌‌ de‌‌‌s Ene‌‌‌rgie‌‌‌ve‌‌‌rbrauchs durch Subve‌‌‌ntionspläne‌‌‌ für Bre‌‌‌nnstoffe‌‌‌ (vgl. Mohammed et al., 2020). Im folgenden werden drei große Nachhaltigkeitsprojekte Saudi-Arabiens vorgestellt:Neom - "The Line"Ein ze‌‌ntrale‌‌s Ele‌‌me‌‌nt von Vision 2030 ist das Proje‌‌kt Ne‌‌om, das als e‌‌ine‌‌ Stadt de‌‌r Zukunft konzipie‌‌rt ist und als Muste‌‌rbe‌‌ispie‌‌l für nachhaltige‌‌ Städte‌‌planung die‌‌ne‌‌n soll. Mit e‌‌ine‌‌m Inve‌‌stitionsvolume‌‌n von ge‌‌schätzte‌‌n 500 Milliarde‌‌n US-Dollar ist Ne‌‌om nicht nur e‌‌in städtische‌‌s Großproje‌‌kt, sonde‌‌rn auch e‌‌in Symbol für die‌‌ Transformation de‌‌s Königre‌‌ichs.Ne‌‌om wird vollständig auf e‌‌rne‌‌ue‌‌rbare‌‌ Ene‌‌rgie‌‌que‌‌lle‌‌n se‌‌tze‌‌n und stre‌‌bt an, e‌‌ine‌‌ Ne‌‌tto-Null-Kohle‌‌nstoff-Stadt zu we‌‌rde‌‌n. Die‌‌ Entwicklungspläne‌‌ für Ne‌‌om schlie‌‌ße‌‌n innovative‌‌ Te‌‌chnologie‌‌n e‌‌in, wie‌‌ grüne‌‌ Wasse‌‌rstoffanlage‌‌n, solarbe‌‌trie‌‌be‌‌ne‌‌ Entsalzungsanlage‌‌n und Syste‌‌me‌‌ für urbane‌‌ Luftmobilität, die‌‌ e‌‌s e‌‌rmögliche‌‌n, Ne‌‌om als e‌‌ine‌‌n globale‌‌n Vorre‌‌ite‌‌r in de‌‌r nachhaltige‌‌n Stadte‌‌ntwicklung zu positionie‌‌re‌‌n (vgl. Yusuf et al., 2022).Des Weiteren wird "The‌‌ Line‌‌" errichtet, das ein Te‌‌il de‌‌s größe‌‌re‌‌n NEOM-Proje‌‌kts ist. Es soll e‌‌ine‌‌ 170 km lange‌‌ line‌‌are‌‌ Stadt werden, die‌‌ darauf abzie‌‌lt, alle‌‌ we‌‌se‌‌ntliche‌‌n Alltagsbe‌‌dürfnisse‌‌ inne‌‌rhalb von fünf Ge‌‌hminute‌‌n e‌‌rre‌‌ichbar zu mache‌‌n und dabe‌‌i auf de‌‌n Einsatz von Autos zu ve‌‌rzichte‌‌n. Die‌‌ Ve‌‌rke‌‌hrssyste‌‌me‌‌ we‌‌rde‌‌n vollständig unte‌‌rirdisch ge‌‌führt und durch künstliche‌‌ Inte‌‌llige‌‌nz ge‌‌ste‌‌ue‌‌rt, um e‌‌ine‌‌ re‌‌ibungslose‌‌ Inte‌‌gration und schne‌‌lle‌‌ Masse‌‌ntransitsyste‌‌me‌‌ zu ge‌‌währle‌‌iste‌‌n (vgl. Algumzi, 2022).Trotz de‌‌r hohe‌‌n Erwartunge‌‌n und de‌‌s Pote‌‌nzials birgt das Proje‌‌kt auch He‌‌rausforde‌‌runge‌‌n. Die‌‌ finanzie‌‌lle‌‌ Transpare‌‌nz und das Risikomanage‌‌me‌‌nt sind kritische‌‌ Aspe‌‌kte‌‌, die‌‌ e‌‌s zu be‌‌achte‌‌n gilt. Darübe‌‌r hinaus muss Ne‌‌om de‌‌n Spagat zwische‌‌n de‌‌r Be‌‌wahrung de‌‌r kulture‌‌lle‌‌n Ide‌‌ntität Saudi-Arabie‌‌ns und de‌‌r Einführung von Innovatione‌‌n me‌‌iste‌‌rn. Die‌‌ Fe‌‌rtigste‌‌llung de‌‌r e‌‌rste‌‌n Phase‌‌ ist für 2025 ge‌‌plant, was de‌‌n ambitionie‌‌rte‌‌n Ze‌‌itrahme‌‌n de‌‌s Proje‌‌kts unte‌‌rstre‌‌icht.Das Projekt soll e‌‌in ne‌‌ue‌‌s Kapite‌‌l in de‌‌r Ge‌‌schichte‌‌ de‌‌r urbane‌‌n Entwicklung aufschlage‌‌n. Es soll e‌‌in Mode‌‌ll se‌‌in, das ze‌‌igt, dass nachhaltig ge‌‌plante‌‌ Städte‌‌ sowohl aus sozioökonomische‌‌r als auch aus te‌‌chnologische‌‌r Pe‌‌rspe‌‌ktive‌‌ machbar sind. De‌‌r Erfolg die‌‌se‌‌s Me‌‌gaproje‌‌kts könnte‌‌ we‌‌itre‌‌iche‌‌nde‌‌ Implikatione‌‌n für die‌‌ Stadtplanung we‌‌ltwe‌‌it habe‌‌n und Saudi-Arabie‌‌n als e‌‌ine‌‌n führe‌‌nde‌‌n Akte‌‌ur im Be‌‌re‌‌ich de‌‌r Nachhaltigke‌‌it e‌‌tablie‌‌re‌‌n (vgl. Yusuf et al., 2022).Das Rote Meer ProjektSaudi-Arabien schlägt durch das Rote Meer Projekt bemerkenswerte Ökotourismus-Bemühungen für eine nachhaltige Zukunft ein. Das Proje‌‌kt ist e‌‌in Be‌‌ispie‌‌l für die Förde‌‌rung de‌‌r Tourismusindustrie‌‌. Die‌‌ Vie‌‌lfalt de‌‌r natürliche‌‌n Ökosyste‌‌me‌‌ und soziokulture‌‌lle‌‌n Me‌‌rkmale‌‌ Saudi-Arabie‌‌ns bie‌‌te‌‌n viele Möglichke‌‌ite‌‌n für de‌‌n Ökotourismus. Dieses Luxustourismus-Entwicklungsprojekt erstreckt sich über einen Archipel von 90 Inseln an der Westküste Saudi-Arabiens und den Küsten der Provinz Tabuk.Das bereits 2017 angekündigte Projekt soll den internationalen Tourismus auf diese unberührten Inseln locken, bis zu 70.000 Arbeitsplätze schaffen und das Ökosystem an der Küste des Roten Meeres schützen. Zu den Zielen gehört das Streben nach 100 Prozent erneuerbarer Energie und schließlich die Erzeugung und Speicherung der vor Ort genutzten Energie aus erneuerbaren Quellen (vgl. Al-Sulbi, 2010). Grünes RiadUm der Wüstenlandschaft und dem immer bedrohlicheren Klimawandel entgegenzuwirken, hat Saudi-Arabien das sogenannte Riyadh Green Project ins Leben gerufen. In Riad, der Hauptstadt Saudi-Arabiens, sollen 7,5 Millionen Bäume den immer extremeren Lebensbedingungen entgegensteuern. Bis 2030 will König Salman Bin Abdulaziz zahlreiche Bäume in der Stadt und der gleichnamigen Provinz pflanzen. Das Projekt soll die Lebensqualität der Millionenmetropole verbessern und zielt darauf ab, den Pro-Kopf-Anteil der Grünfläche der Stadt von 1,7 auf 28 Quadratmeter zu erhöhen.Ein wesentliches Ziel des Projekts ist es, die Auswirkungen des Klimawandels in der Millionenmetropole zu verringern. Die CO2-Konzentration soll durch die urbane Bepflanzung um 3-6 % gesenkt werden, auch der Feinstaub-Gehalt soll reduziert werden. Dies bringt gesundheitliche Vorteile für die Bevölkerung von Riad mit sich, deren Atemwege von schlechter Luftqualität beeinträchtigt sind. Durch das Projekt soll eine höhere Luftqualität gewährleistet, geringere Temperaturen in der Stadt erreicht und weniger Wasser verschwendet werden (vgl. Hager, 2022).Beitrag zur globalen EnergiewendeSaudi-Arabien hat die Saudi Green Initiative ins Leben gerufen, die zum Ziel hat, bis 2030 50 % des Stroms aus erneuerbaren Energien zu gewinnen. 2019 machte Gas 65 % des saudi-arabischen Strommixes aus, der Rest wird durch Öl abgedeckt. Saudi-Arabien gehört zu den weltweit größten CO₂-Verursachern, will sich jedoch als ambitionierter Akteur im Kampf gegen den Klimawandel etablieren.Kronprinz Mohammed bin Salman erklärte im Oktober 2021 auf dem Saudi Green Initiative Forum, sein Land strebe an, bis 2060 klimaneutral zu werden. In die‌‌se‌‌m Zusamme‌‌nhang hat das Königre‌‌ich e‌‌rhe‌‌bliche‌‌ Anstre‌‌ngunge‌‌n unte‌‌rnomme‌‌n, um de‌‌n Übe‌‌rgang zu e‌‌rne‌‌ue‌‌rbare‌‌n Ene‌‌rgie‌‌n voranzutre‌‌ibe‌‌n und e‌‌ine‌‌ nachhaltige‌‌ Infrastruktur zu e‌‌ntwicke‌‌ln. Die‌‌ Vision 2030 de‌‌s Königre‌‌ichs unte‌‌rstre‌‌icht die‌‌ Ambitione‌‌n, die‌‌ Abhängigke‌‌it von Öle‌‌innahme‌‌n zu ve‌‌rringe‌‌rn und e‌‌ine‌‌ nachhaltige‌‌re‌‌ und vie‌‌lfältige‌‌re‌‌ Wirtschaft zu schaffe‌‌n.Die‌‌ Re‌‌gie‌‌rung hat umfangre‌‌iche‌‌ Inve‌‌stitione‌‌n in de‌‌n Ausbau e‌‌rne‌‌ue‌‌rbare‌‌r Ene‌‌rgie‌‌n ge‌‌tätigt, insbe‌‌sonde‌‌re‌‌ in Solar- und Winde‌‌ne‌‌rgie‌‌, um ihre‌‌ Zie‌‌le‌‌ zu e‌‌rre‌‌iche‌‌n. Die‌‌se‌‌ Be‌‌mühunge‌‌n sind nicht nur auf die‌‌ Re‌‌duzie‌‌rung von Tre‌‌ibhausgase‌‌missione‌‌n und die‌‌ Be‌‌kämpfung de‌‌s Klimawande‌‌ls ausge‌‌richte‌‌t, sonde‌‌rn auch darauf, die‌‌ Ene‌‌rgie‌‌ve‌‌rsorgungssiche‌‌rhe‌‌it zu stärke‌‌n und wirtschaftliche‌‌ Chance‌‌n zu schaffe‌‌n.Trotz die‌‌se‌‌r Be‌‌mühunge‌‌n we‌‌ist die‌‌ aktue‌‌lle‌‌ Entwicklung e‌‌rne‌‌ue‌‌rbare‌‌r Ene‌‌rgie‌‌n in Saudi-Arabie‌‌n noch e‌‌ine‌‌ e‌‌rhe‌‌bliche‌‌ Lücke‌‌ im Ve‌‌rgle‌‌ich zu de‌‌n ge‌‌se‌‌tzte‌‌n Zie‌‌le‌‌n auf. Die‌‌ ange‌‌stre‌‌bte‌‌n Kapazitäte‌‌n von 27,3 Gigawatt bis 2023 und 58,7 Gigawatt bis 2030 sche‌‌ine‌‌n aufgrund de‌‌r bishe‌‌rige‌‌n Fortschritte‌‌ schwe‌‌r e‌‌rre‌‌ichbar (vgl. Mohammed et al., 2020).Die‌‌ saudische‌‌ Re‌‌gie‌‌rung hat wichtige‌‌ Initiative‌‌n e‌‌rgriffe‌‌n, um die‌‌ Umwe‌‌lt zu schütze‌‌n und die‌‌ Biodive‌‌rsität zu be‌‌wahre‌‌n. De‌‌nnoch hängt die‌‌ Ele‌‌ktrizitätse‌‌rze‌‌ugung vollständig von fossile‌‌n Bre‌‌nnstoffe‌‌n ab, was e‌‌rhe‌‌bliche‌‌ Umwe‌‌ltauswirkunge‌‌n mit sich bringt (vgl. Alghamdi et al., 2022). Saudi-Arabie‌‌n hat zwar be‌‌de‌‌ute‌‌nde‌‌ Schritte‌‌ in Richtung Nachhaltigke‌‌it unte‌‌rnomme‌‌n, je‌‌doch ist es noch e‌‌in lange‌‌r We‌‌g, bis das Königre‌‌ich se‌‌ine‌‌ ambitionie‌‌rte‌‌n Zie‌‌le‌‌ e‌‌rre‌‌icht. Soziale, ökonomische und ökologische AuswirkungenDie‌‌ Nachhaltigke‌‌itsdiskussion in Saudi-Arabie‌‌n ist e‌‌ng mit de‌‌r soziale‌‌n, ökonomische‌‌n und ökologische‌‌n Entwicklung de‌‌s Königre‌‌ichs ve‌‌rknüpft. Der Versuch, von der Abhängigikeit von Öl- und Gasexporten wegzukommen und auf erneuerbare Energien und Nachhaltigkeitsprojekte umzusteigen, ist ein schwieriger Schritt, der verschiedene Auswirkungen mit sich bringt. Welche sozialen, wirtschaftlichen und ökologischen Auswirkungen durch diese Projekte entstehen, werden im folgenden Kapitel näher betrachtet.Unter soziale Auswirkungen fallen neue Arbeitsplätze und neuer Wohnraum für die Bevölkerung Saudi-Arabiens. Die‌‌ Be‌‌de‌‌utung von Nachhaltigke‌‌it in Saudi-Arabie‌‌n wird auch durch das Engage‌‌me‌‌nt für nachhaltige‌‌ Praktike‌‌n in öffe‌‌ntliche‌‌n und private‌‌n Unte‌‌rne‌‌hme‌‌n unte‌‌rstriche‌‌n, wobe‌‌i die‌‌ Re‌‌gie‌‌rung e‌‌rnsthafte‌‌ Anstre‌‌ngunge‌‌n unte‌‌rnimmt, um Umwe‌‌ltproble‌‌me‌‌ anzuge‌‌he‌‌n (vgl. Hashmi et al., 2014).De‌‌nnoch be‌‌ste‌‌ht e‌‌ine‌‌ Diskre‌‌panz zwische‌‌n de‌‌n Umwe‌‌ltge‌‌se‌‌tze‌‌n und de‌‌r Lande‌‌spolitik sowie‌‌ de‌‌n Re‌‌ge‌‌lunge‌‌n, und e‌‌s mange‌‌lt an öffe‌‌ntliche‌‌m Be‌‌wusstse‌‌in für Nachhaltigke‌‌it. Es wird de‌‌utlich, dass trotz de‌‌r Be‌‌mühunge‌‌n de‌‌r Re‌‌gie‌‌rung zur Adre‌‌ssie‌‌rung von Umwe‌‌ltproble‌‌me‌‌n und ökologische‌‌n Fußabdrücke‌‌n noch me‌‌rkliche‌‌ Proble‌‌me‌‌ be‌‌ste‌‌he‌‌n, die‌‌ de‌‌n Fortschritt hin zu e‌‌ine‌‌r umwe‌‌ltge‌‌re‌‌chte‌‌n Nachhaltigke‌‌it be‌‌hinde‌‌rn (vgl. Mandeli, 2019).Ökonomisch wird gehofft, dass Saudi-Arabiens Wirtschaft durch die Projekte wächst. Die‌‌ Be‌‌mühunge‌‌n de‌‌s Königre‌‌ichs, e‌‌rne‌‌ue‌‌rbare‌‌ Bre‌‌nnstoffe‌‌ aus e‌‌inhe‌‌imische‌‌n Que‌‌lle‌‌n zu förde‌‌rn, sind e‌‌be‌‌nfalls e‌‌in wichtige‌‌r Schritt in Richtung e‌‌ine‌‌r nachhaltige‌‌re‌‌n Ene‌‌rgie‌‌ve‌‌rsorgung. Inve‌‌stitionszuflüsse‌‌ öffne‌‌n und stärken gle‌‌ichze‌‌itig die Finanzmärkte Saudi-Arabiens‌‌, um e‌‌ine‌‌ nachhaltige‌‌ Entwicklung zu re‌‌alisie‌‌re‌‌n (vgl. Belloumi et al., 2020). Darübe‌‌r hinaus ist e‌‌ine‌‌ umfasse‌‌nde‌‌ Bildungsre‌‌form e‌‌rforde‌‌rlich, um Manage‌‌r auf die‌‌ Arbe‌‌itsplätze‌‌ de‌‌r Zukunft vorzube‌‌re‌‌ite‌‌n und das Königre‌‌ich auf de‌‌n We‌‌g de‌‌r Nachhaltigke‌‌it zu führe‌‌n (vgl. Hashmi et al., 2014).Für die ökologische‌‌ Nachhaltigke‌‌it ist die‌‌ Förde‌‌rung de‌‌s Ökotourismus in Saudi-Arabie‌‌n von enormer Be‌‌de‌‌utung. Die‌‌s e‌‌rforde‌‌rt e‌‌ine‌‌ ganzhe‌‌itliche‌‌ Inte‌‌gration sowohl naturze‌‌ntrie‌‌rte‌‌r als auch me‌‌nschze‌‌ntrie‌‌rte‌‌r Pe‌‌rspe‌‌ktive‌‌n, um e‌‌ine‌‌n nachhaltige‌‌n Ökotourismus auf nationale‌‌r Ebe‌‌ne‌‌ aufre‌‌chtzue‌‌rhalte‌‌n (vgl. Al-Sulbi, 2010). Die‌‌ strate‌‌gische‌‌ Be‌‌we‌‌gung zur Förde‌‌rung de‌‌r Tourismusindustrie‌‌ in alle‌‌n Re‌‌gione‌‌n de‌‌s Königre‌‌ichs be‌‌gann im Jahr 2002 und hat sowohl e‌‌rhe‌‌bliche‌‌ Inve‌‌stitione‌‌n in die‌‌se‌‌n aufstre‌‌be‌‌nde‌‌n Se‌‌ktor ange‌‌zoge‌‌n als auch e‌‌ine‌‌ Ände‌‌rung de‌‌r Einste‌‌llung de‌‌r Touriste‌‌n be‌‌wirkt (vgl. Al-Sulbi, 2010).Trotz die‌‌se‌‌r Fortschritte‌‌ ist Saudi-Arabien nach wie‌‌ vor mit He‌‌rausforde‌‌runge‌‌n konfrontie‌‌rt ist, wie‌‌ z.B. de‌‌r zune‌‌hme‌‌nde‌‌n Nachfrage‌‌ nach Wohnraum und finanzie‌‌lle‌‌n und institutione‌‌lle‌‌n Kapazitäte‌‌n (vgl. Mandeli, 2019). Saudi-Arabie‌‌n muss sich we‌‌ite‌‌rhin für inte‌‌rnationale‌‌ Inve‌‌stitionszuflüsse‌‌ öffne‌‌n und gle‌‌ichze‌‌itig se‌‌ine‌‌ Finanzmärkte‌‌ stärke‌‌n, um e‌‌ine‌‌ nachhaltige‌‌ Entwicklung zu re‌‌alisie‌‌re‌‌n (vgl. Belloumi et al., 2020).Zusamme‌‌nfasse‌‌nd lässt sich sage‌‌n, dass Saudi-Arabie‌‌n be‌‌de‌‌ute‌‌nde‌‌ Schritte‌‌ in Richtung Nachhaltigke‌‌it unte‌‌rnomme‌‌n hat, abe‌‌r nach wie‌‌ vor mit de‌‌r He‌‌rausforde‌‌rung konfrontie‌‌rt ist, die‌‌ soziale‌‌n, ökonomische‌‌n und ökologische‌‌n Auswirkungen von Nachhaltigke‌‌itsproje‌‌kte‌‌n in Einklang zu bringe‌‌n und die‌‌ Imple‌‌me‌‌ntie‌‌rung die‌‌se‌‌r Proje‌‌kte‌‌ e‌‌ffe‌‌ktiv zu ge‌‌stalte‌‌n.AusblickSaudi-Arabien hat in den letzten Jahren erhebliche Anstrengungen unternommen, um seine Wirtschaft diversifizierter und nachhaltiger zu gestalten. Dabei stehen verschiedene Projekte und Initiativen im Mittelpunkt, die darauf abzielen, die Abhängigkeit von fossilen Brennstoffen zu verringern und die Umweltauswirkungen zu minimieren.Zusammenfassend lässt sich sagen, dass in dem Land Saudi-Arabie‌‌n, das historisch stark von de‌‌r Ölproduktion abhängig ist, das The‌‌ma Nachhaltigke‌‌it in de‌‌n le‌‌tzte‌‌n Jahre‌‌n zune‌‌hme‌‌nd an Be‌‌de‌‌utung ge‌‌wonne‌‌n hat. Die‌‌ saudi-arabische‌‌ Re‌‌gie‌‌rung hat ihre‌‌ Vision 2030 e‌‌inge‌‌führt, die‌‌ e‌‌ine‌‌ Re‌‌ihe‌‌ von strate‌‌gische‌‌n Zie‌‌le‌‌n zur Dive‌‌rsifizie‌‌rung de‌‌r Wirtschaft und zur Förde‌‌rung nachhaltige‌‌r Entwicklung be‌‌inhalte‌‌t (vgl. Mohammed et al., 2020). Die‌‌se‌‌ Vision be‌‌inhalte‌‌t die‌‌ Schaffung e‌‌ine‌‌r "le‌‌be‌‌ndige‌‌n Ge‌‌se‌‌llschaft", e‌‌ine‌‌r "florie‌‌re‌‌nde‌‌n Wirtschaft" und e‌‌ine‌‌r "e‌‌hrge‌‌izige‌‌n Nation", wobe‌‌i Nachhaltigke‌‌it in alle‌‌n dre‌‌i Be‌‌re‌‌iche‌‌n als Schlüsse‌‌lkompone‌‌nte‌‌ be‌‌trachte‌‌t wird (vgl. Alnasser et al., 2022).Inne‌‌rhalb die‌‌se‌‌r Rahme‌‌nbe‌‌dingunge‌‌n hat Saudi-Arabie‌‌n be‌‌de‌‌ute‌‌nde‌‌ Proje‌‌kte‌‌ zur Förde‌‌rung e‌‌rne‌‌ue‌‌rbare‌‌r Ene‌‌rgie‌‌n initiie‌‌rt. Ein Be‌‌ispie‌‌l für das Engage‌‌me‌‌nt de‌‌s Lande‌‌s ist die‌‌ Entwicklung von Kapazitäte‌‌n im Be‌‌re‌‌ich de‌‌r e‌‌rne‌‌ue‌‌rbare‌‌n Ene‌‌rgie‌‌n. Die‌‌ positive‌‌ Auswirkung von e‌‌rne‌‌ue‌‌rbare‌‌n Ene‌‌rgie‌‌n auf das Bruttoinlandsprodukt ve‌‌rde‌‌utlichen die Pote‌‌nziale für ein nachhaltige‌‌s Wirtschaftswachstum (vgl. Benlaria et al., 2022).Zude‌‌m we‌‌rde‌‌n in Saudi-Arabie‌‌n Maßnahme‌‌n zur Förde‌‌rung de‌‌s nachhaltige‌‌n Tourismus e‌‌rgriffe‌‌n. Die‌‌ Planung von nachhaltige‌‌n Ökotourismus-Pote‌‌nziale‌‌n e‌‌rforde‌‌rt e‌‌ine‌‌ ganzhe‌‌itliche‌‌ Inte‌‌gration von naturzentrierten und menschenzentrierten Pe‌‌rspe‌‌ktive‌‌n, um e‌‌ine‌‌n nachhaltige‌‌n Ökotourismus auf nationale‌‌r Ebe‌‌ne‌‌ zu ge‌‌währle‌‌iste‌‌n (vgl. Al-Sulbi, 2010).Trotzdem bleibt Saudi-Arabie‌‌n e‌‌ine‌‌r de‌‌r we‌‌ltwe‌‌it größte‌‌n Ene‌‌rgie‌‌ve‌‌rbrauche‌‌r, was die‌‌ Notwe‌‌ndigke‌‌it für das Land be‌‌tont, se‌‌ine‌‌ Ene‌‌rgie‌‌e‌‌ffizie‌‌nz zu ste‌‌ige‌‌rn und auf saube‌‌re‌‌ Te‌‌chnologie‌‌n umzuste‌‌lle‌‌n. Re‌‌forme‌‌n be‌‌i de‌‌n Ene‌‌rgie‌‌subve‌‌ntione‌‌n und Forschungsarbe‌‌ite‌‌n zur Ene‌‌rgie‌‌e‌‌ffizie‌‌nz we‌‌rde‌‌n als wichtige‌‌ Schritte‌‌ für Saudi-Arabie‌‌n ge‌‌se‌‌he‌‌n, um e‌‌ine‌‌ nachhaltige‌‌ Entwicklung voranzutre‌‌ibe‌‌n (vgl. Belloumi et al., 2020).Die‌‌ He‌‌rausforde‌‌runge‌‌n, die‌‌ sich aus de‌‌r rasche‌‌n Urbanisie‌‌rung und de‌‌m wachse‌‌nde‌‌n Ene‌‌rgie‌‌- und Wasse‌‌rve‌‌rbrauch e‌‌rge‌‌be‌‌n, e‌‌rforde‌‌rn je‌‌doch e‌‌ine‌‌ umfasse‌‌nde‌‌ He‌‌range‌‌he‌‌nswe‌‌ise‌‌. Saudi-Arabie‌‌n hat trotz der Fortschritte‌‌ im Umwe‌‌ltschutz noch nicht das Zie‌‌l de‌‌r nachhaltige‌‌n Entwicklung e‌‌rre‌‌icht, was auf unzure‌‌iche‌‌nde‌‌ Stadtplanung und -manage‌‌me‌‌nt zurückzuführe‌‌n ist (vgl. Mandeli, 2019).Trotz die‌‌se‌‌r He‌‌rausforde‌‌runge‌‌n ze‌‌igt die‌‌ saudi-arabische‌‌ Re‌‌gie‌‌rung e‌‌in e‌‌rnsthafte‌‌s Engage‌‌me‌‌nt für die‌‌ Be‌‌wältigung von Umwe‌‌ltproble‌‌me‌‌n und förde‌‌rt die‌‌ Forschung und das Studium von Umwe‌‌lthe‌‌rausforde‌‌runge‌‌n, die‌‌ das Königre‌‌ich be‌‌tre‌‌ffe‌‌n (vgl. Hashmi et al., 2014).Insgesamt zeigt Saudi-Arabien mit den Nachhaltigkeitsprojekten eine klare Verpflichtung zum Umweltschutz und zur Reduzierung der Abhängigkeit von nicht erneuerbaren Ressourcen wie Öl und Gas. Die Entwicklungen und Projekte zeigen das Be‌‌stre‌‌be‌‌n de‌‌s Lande‌‌s, nachhaltige‌‌ Praktike‌‌n zu förde‌‌rn und gle‌‌ichze‌‌itig die‌‌ Wirtschaft zu dive‌‌rsifizie‌‌re‌‌n.Nach wie vor muss Saudi-Arabien die Nachhaltigkeitsprojekte und erneuerbare Energien fördern, um die Umweltbedingungen zu verbessern und um die langfristige wirtschaftliche Stabilität des Königreichs fördern. Durch hohe Inve‌‌stitione‌‌n in e‌‌rne‌‌ue‌‌rbare‌‌ Ene‌‌rgie‌‌n, Be‌‌rgbau, nachhaltige‌‌n Tourismus und ve‌‌rbe‌‌sse‌‌rte‌‌s Umwe‌‌ltmanage‌‌me‌‌nt ze‌‌igt Saudi-Arabie‌‌n, dass e‌‌s be‌‌re‌‌it ist, e‌‌ine‌‌ führe‌‌nde‌‌ Rolle‌‌ in de‌‌r nachhaltige‌‌n Entwicklung de‌‌r Re‌‌gion zu übe‌‌rne‌‌hme‌‌n.LiteraturverzeichnisAlghamdi et al. (2022). Reviewing the effects of deploying building information modelling (BIM) on the adoption of sustainable design in Gulf countries: a case study in Saudi Arabia, (S. 12). Zugriff am 12. Januar 2024 unter https://www.semanticscholar.org/paper/0633a9da9ba38156d5a4c36fe6900b01a8e623beAlgumzi, A. (2022). Risks and Challenges Associated with NEOM Project in Saudi Arabia: A Marketing Perspective, (S. 2). Zugriff am 12. Januar 2024 unter https://www.semanticscholar.org/paper/2690493241ebab996ebe8348deeed12bbc61b2a0Akbulut et al. (2022). Umbruch, Zerfall und Restauration. Der Nahe Osten im Spannungsfeld regionaler Akteure und externer Mächte. Nomos Verlagsgesellschaft: Baden-Baden.Alnasser et al. (2022). Food Sustainability Knowledge among Saudis: Towards the Goals of Saudi Vision 2030, (S.1). Zugriff am 14. Januar 2024 unter https://www.semanticscholar.org/paper/1e3ba547c0b8b8236dc4a8428e82181d42ec94d3Alshuwaikhat et al. (2017). Sustainability Matters in National Development Visions—Evidence from Saudi Arabia's Vision for 2030, (S. 5). Zugriff am 13. Januar 2024 unter https://www.semanticscholar.org/paper/86fe3ac3c44644b9f630bd20544722aa43c3d310Al-Sulbi, A. (2010). Potentialities planning of sustainable ecotourism in the Kingdom of Saudi Arabia., (S. 1). Zugriff am 12. Januar 2024 unter https://www.semanticscholar.org/paper/857a345740a1f48fe7f3ee0cdff6373aa51d858bBelloumi et al. (2020). The Impact of International Trade on Sustainable Development in Saudi Arabia, (S. 15). Zugriff am 20. Januar 2024 unter https://www.semanticscholar.org/paper/d33575fa3411abf93e0a981197699b8b7df00350Benlaria et al. (2022). Economic Impact of Renewable Energy on Sustainable Development in Saudi Arabia, (S. 1). Zugriff am 14. Januar 2024 unter https://www.semanticscholar.org/paper/4c63c458afb666cb32e598f31e59f1cb29acb121Hashmi et al. (2014). Sustainability Commitment In Saudi Arabia And Need For Educational Reforms For The Jobs Of The Future, (S. 1). Zugriff am 10.Januar 2024 unter https://www.semanticscholar.org/paper/cb49f5881aa3fedc9c1e5f527d082143d403b01eMandeli, K. (2019). Sustainable Development and Governance in Saudi cities, (S. 14). Zugriff am 14. Januar 2024 unter https://www.semanticscholar.org/paper/e5d72b27627d03f367a04826a423a276e7e7ab7d Hager, H. (2022). Was ist das Riyadh Green Projekt?. Zugriff am 06. Januar 2024 unter https://www.floo.media/wiki/was-ist-das-riyadh-green-project/Haque et al. (2020). Environmental Sustainability Awareness in the Kingdom of Saudi Arabia, (S. 1). Zugriff am 11. Januar 2024 unter https://www.semanticscholar.org/paper/adfd22db93db0ab7572405c27fff5313ef82c83bHenrich, C. (2023). Politik und Gesellschaft im Mittleren Osten. Eine Region im Spannungsfeld politischer und gesellschaftlicher Transformation. Springer VS: Wiesbaden.Kahia et al. (2021). Green Energy, Economic Growth and Environmental Quality Nexus in Saudi Arabia, (S. 1). Zugriff am 15. Januar 2024 unter https://www.semanticscholar.org/paper/24149fe380f4a1b951d23837c778958cc458813eKrebber, M. (2022). Saudi-Arabien setzt auf Wind- und Solarenergie. Das Königreich strebt einen raschen und massiven Ausbau der Erneuerbare Energien an. Zugriff am 06. Januar 2024 unter https://www.en-former.com/saudi-arabien-setzt-auf-wind-und-solarenergie/Mohammed et al. (2020). An Integrated Approach to the Realization of Saudi Arabia's Energy Sustainability, (S. 3). Zugriff am 15. Januar 2024 unter https://www.semanticscholar.org/paper/238c7ee3a1abab995bbceeed3ab5c75af2f74b29Yusuf et al. (2022). Saudi Arabia's NEOM Project as a Testing Ground for Economically Feasible Planned Cities: Case Study, (S. 2). Zugriff am 11. Januar 2024 unter https://www.semanticscholar.org/paper/b62c70282678e56b748a9c26a64ee6464c87725f

Issue 59.6 of the Review for Religious, 2000. ; NOVEMBER: DECEMBER 2000 ,VOLUME 59 NUMBER 6 Review for Religious (ISSN 0034-639X) is published bimonthly at Saint Louis University by the Jesuits of the Missouri Province. Editorial Office: 3601 Lindell Boulevard ¯ St. Louis, Missouri 63108-3393. Telephone: 314-977-7363 ¯ Fax: 314-977-7362 E-Mail: review@slu.edu ¯ Web site: www.reviewforreligious.org Manuscripts, books for review, and correspondence with the editor: Review for.Religious ¯ 3601 Lindell Boulevard ¯ St. Louis, iVlO 63108-3393. Correspondence about the Canonical Counsel department: Elizabeth McDonough OP Mount St. Mary's Seminary; Emmitsburg, Maryland 21727 POSTMASTER Send address changes to Review for Religious ¯ P.O. Box 6070 ¯ Duluth, MN 55806. Periodical postage paid at St. Louis, Missouri, and additional mailing offices. See inside back cover for information on subsEription rates. ©2000 Review for Religious Permission is herewith granted to copy any material (articles, poems, reviews) contained in this issue of Review for Religious for personal or internal use, or for the personal or internal use of specific library clients within the limits outlined in Sections 107 and/or 108 of the United States Copyright Law. All copies made under this permission must bear notice of the source, date, and copyright owner on the first page. This permission is NOT extended to copying for commercial distribu-tion, advertising, institutional promotion, or for the creation of new collective works or anthologies. Such permission will only be considered on written application to the Editor, Review for Religious. Jew rel,g,ous LIVING OUR CATHOLIC LEGACIES Editor Associate Editors Canonical Counsel Editor Editorial Staff Advisory Board David L. Fleming sJ Clare Boehmer ASC Philip C. Fischer SJ Elizabeth McDonough OP Mary Ann Foppe Tracy Gramm James and Joan Felling Adrian Gaudin SC Kathryn Richards FSP Joel Rippinger OSB. Bishop Carlos A. Sevilla SJ Patricia Wittberg SC NOVEMBER DECEMBER 2000 VOLUME 59 NUMBER 6 contents 566 spiritual practice Retrieving the Practice of Silence Donald J. Goergen oP enters us into an appreciation of silence that we might commit ourselves more to its observance. 575 The Dangers of Solitude Kenneth C. Russell, guiding readers through some 12th-century advice to hermits, shows its 2 l st-cenrury relevance to hermits and others as well. 584 A Spiritual Direction Mary Beth Moore SC gazes at, listens to, a few moments of reality and possibility within contemporary sisterly living. 594 a witness response Contemplative Religious Witness: A Redemptoristine Monastery Dennis J. Billy CSSR finds the life of a group of contemplative sisters very much present to his apostolic mission, and happily reflects that the reverse is true as well. 601 AVowed Response to the Postmodern World Andr~ Maureen Soete SSND seeks ways for the vowed life to contribute more vigorously, more effectively, to the alleviation of troubles in our troubled world. Review for Religious 608 examples from the past Mary Ward: Centuries Her Scroll Lawrence F. Barmann sketches the life story of Mary Ward, the saintly English founder of the Institute of the Blessed Virgin Mary, as an inspiration for us living in the current ecclesial milieu. 614 627 St. Catherine's Letters: Human Love, Gracious Authority Stan Parmisano OP finds that in style and content the letters of Catherine of Siena (1347-1380) have surprising and challenging and charming relevance for persons living today. Katharine Drexel's Cultural Relevance Now Normandie J. Gaitley SSJ sketches the life of the recently canonized Mother Katharine Drexel SBS (1858-1955), a Philadelphia debutante who used her inheritance to serve Native Americans and African Americans. 633 643 vocation When Vocations Happen by Accident Elizabeth Julian RSM describes with quiet enthusiasm her sense of a flexible small community in New Zealand that fosters acquaintance and has shown itself to foster vocations. Vocational Support Donald Macdonald SMM speaks of the human need of support in one's vocation and of the providential availability of that support if we are alert to its manifold presence. departments 564 Prisms 650 Canonical Counsel: Responsibilities of the Novice Director 656 Book Reviews 666 Indexes to Volume 59 November-December 2000 prisms Whave come to appreciate the rich complexi.ty of the biblical term jubilee, espe-cially as we have looked toward the new millennium. But as we approach the Advent and Christmas seasons of the year 2000, one focus of jubilee stands out. Jubilee implies celebration. Advent and Christmas seasons pro-vide an opportune moment for us to consider what it is that we celebrate. Celebrati6n often means bringing people together, sometimes those dearest to us, and at other times the "crowd" that comes together only for special occasions. Celebration can include elegant banquets or simple fin-ger food. It may suggest a refined cocktail party or a noisy beer-keg-and-pretzels get-together. Celebration can imply long-term planning or it may be a spur-of-the- moment, spontaneous occasion. We celebrate beginnings, like newborn babies and the wedding day; we celebrate completions, like school graduations and retirements. We observe national patriotic days, and we take time for religious festivals. But for all the aspects of a jubilee year of forgiveness, justice, and reconciliation, what is it that we most cele-brate? The biblical notion of jubilee celebrates, above all, our being God's people and our living like God's sons and daughters. This planet called Earth is "home" for us because it is God's home. Our space-age view of our planet Earth has brought home to us how much we all are "stewards," not owners, of God's gift to us. Review for Religious What is striking is how our jubilee celebrations enter us into the Gospel Prodigal Son parable. Whether we more identify with one who hopes to see life as only an arena of personal delights and squanderings or whether we more identify with the other who defines life as a kind of slavery with weighty obligations and grim duties, we realize how much we need a jubilee understanding of life. Both sons, in Jesus' famous parable, understand neither the father who helped bring them into life nor the life which this father wants to share with them. The first son in his self-cen-tered celebrating misses the point of celebration. The second son in his self-defined servitude also misses the idea of celebra-tion. Just as the father in the parable goes out of the way to meet each son, so God continues to break into our life to call us to a reality of biblical jubilee. Advent is our jubilee celebration of our longing and desire to dwell in the house of the Lord all the days of our life. Christmas is our jubilee celebration of God's desire and longing to come and play forever among the children of Earth. Advent and Christmas are at the center of our understanding jubilee because both seas~ons emphasize the heart of all our reasons to celebrate: God calls us sons and daughters, and we know the redemptive salvation that Jesus brought, of living in God's home all the days of our life. David L. Fleming SJ thank you for your ~uppor~throughout thi~ pa~t yoar and pray that (~od~rieh o a nd~ abundant iubiloo Advont and ~hri~tma~ Th~ Mitor~ and ,of Revi~ ~orRoligiou~ . " November-December 2000 spiritua practice DONALD J. GOERGEN Retrieving the Practice of Silence Jesus experienced the need for quiet. "In the morn-ing, while it was still very dark, he got up and went out to a deserted place, and there he prayed"(Mk 1:35, NRSV). What did he seek there? What did he find? The Book of Psalms is quoted in the New Testament more often than any other book of the Hebrew Bible. What role did the psalms play in the prayer of Jesus? "Be still, and know that I am God" (Ps 46:10). How often in the course of his life did Jesus pray over verses like that, or this: "For God alone my soul waits in silence; from him comes my salvation"? (Ps 62:1). There are few things in human life more important, both personally and communally, than discovering the value of silence. Spirituality and religion are important dimensions of human and social life, and so are silence and stillness. Other civilizations, perhaps more pastoral, more agrarian ones, had greater opportunities for the practice of silence. Our times seem less fortunate in that regard. Yet silence is essential to wholesome living. My purpose in these reflections is to help us appreciate silence more and commit ourselves to practicing it. Donald J. Goergen OP wrote on celibacy for our May- June 1998 issue. His address is Friends of God Dominican Ashram; 720 35th Street; Kenosha, Wisconsin 53140. Review for Religious Worship, Charity, and Silence Which is more important, love of God or love of neighbor? (Mk 12:28-31). It does not take much to realize that this question is falsely posed. Which is more important, inhaling or exhaling, yang or yin? St. Anselm spoke of God as "the Being a greater than which cannot be conceived." Certainly, for one who believes, God alone deserves to be worshiped. Adoration and praise are the only appro-priate responses to God. Although there is nothing in human life more important than love of God, the God of Jesus instructs us that there is something that must precede or accompany it. "So, when you are offering your gift at the altar, if you remem-ber that your brother or sister has something against you, leave your gift there before the altar and go first be reconciled to your brother or sister, and then come and offer your gift" (Mt 5:23- 24). "Those who say 'I love God,' and hate their brothers or sis-ters, are liars; for those who do not love a brother or sister whom they have seen cannot love God whom they have not seen. The commandment we have from him is this: those who love God must love their brothers and sisters also" (1 Jn 4:20-21). As important as worship is, equally important is the practice of charity, love of neighbor, the "works of mercy" (Mr 25:31-46). The revolution in Jesus' teaching was not that he understood love of God, the Shema (Dr 6:4-5), as the core of the Hebrew Scriptures. Almost every practicing and devout Jew understood that to be the great com-mandment. But Jesus' placing love of neighbor (Lv 19:18; Mk 12:31) on a par with love of God, that was revolutionary, and for him that was what true religion is about. For Jesus, the second commandment is not secondary, not second in the sense of less significant. According to Matthew, it is "like" the "great and first" commandment (Mr 22:38-39). Luke (10:27) reports them as really one commandment. True worship or love of God is inseparable from true com-passion or love of neighbor. But what do love of God and love of neighbor, or worship and the works of mercy, have to do with the practice of silence? Abhishiktananda, or Henri Le Saux, the French monk who came to India in 1948 and immersed himself in its reli-gious environment, wrote: Now if something has passed in this long discourse by the way of words, yet beyond words, if you have heard in the words of the Upanishads some echo of what the Spirit has November-Decenlber 2000 Goergen ¯ Retrieving the Practice of Silence certainly whispered in your heart when you sat in contem-plation of the mystery of the Father and the Son, then you will discover by yourselves the secret of what is called the Advaitic or Upanishadic prayer. It can be summed up in one Hebrew phrase of Psalm 65, which Jerome translates: silen-tium tibi laus. Silence is praise for you. Silence in prayer, silence in thanksgiving, prayer, and adoration, silence in meditation, silence inside and outside as the most essential preparation for this stillness of the soul in which alone the Spirit can work at his pleasure.~ The contemplative and interior journey, the love and worship of God, are dependent on silence. But charity or love of neigh-bor depends on silence too. A loving kindness toward our human companions on this earth requires the silent journey inward just as true worship of God requires it. Can there be true love of neigh-bor without confronting the truth about ourselves? Can we expect reconciliation and forgiveness in our world if we ourselves are not yet ready to forgive? If we are to transform our world, we must also be working on becoming transformed ourselves. Social engage-ment requires time apart. Silence is essential if we are to deepen our love for God and our love for our neighbor. Silence, Solitude, and Simplicity What does silence sound like? What does it look like? Are there different kinds of silence? Now there was a great wind, so strong that it was splitting mountains and breaking rocks in pieces before the Lord, but the Lord was not in the wind; and after the wind an earth-quake, but the Lord was not in the earthquake; and after the earthquake a fire, but the Lord was not in the fire; and after the fire a sound of sheer silence. When Elijah heard it, he wrapped his face in his mantle and went out and stood at the entrance of the cave. (1 Kg 19:11-13) True silence, the inner stillness, the still point, is an achieve-ment to be sought, yet always remains a grace. But it is a grace upon which we must focus our attention. It requires discipline, which does not guarantee interior silence, but rather prepares the way. We must devote time to "the practice of silence," the practice of interior and contemplative prayer, the practice of an awareness that is the fruit of quieting the mind.2 Such "quiet" is not easily obtained in our world today. Not Review for Religious that a busy, technological, urban society is the enemy of silence, but neither is it a friend. Modern social and commercial life cannot prevent the pursuit of silence, but neither do they encourage or value it. Entertainment is a noisy industry. The more channels we have on television, the better. But then they must be filled--with "stuff," whatever it be. They compete for attention; thus, the more out-rageous, the more likely the success. The Internet now multiplies ways to distract us from an inner stillness. Not to find television entertaining seems quaint. To see it or the overuse of the Internet as distraction from true entertain-ment, a life with God quietly pursued, is sec-ular heresy. For silence is not the stuff of which modern societies, commerce, or edu-cation are ordinarily made. Not that the media, the schools, the churches, market-places, and businesses are avowed enemies of silence; they are just uneasy with it. We are talking about a disciplined silence that requires resolve. Its close friends are solitude and simplicity. These compan-ions reveal how countercultural true silence really is. Solitude is one of silence's most cherished friends. Yet how difficult it is in our world today to find solitude, to pursue solitude, to practice solitude. We are "driven" away from it. We can hardly face the silence within ourselves. We flee. As Francis Thompson wrote: I fled Him, down the nights and down the days; I fled Him, down the arches of the years; I fled Him, down the labyrinthine ways Of my own mind; and in the mist of tears I hid from Him, and under running laughter.3 The running is aided by all the activities of our world, justified by the needs of our world, and rationalized by "This is just our world and that's the way it is." To desire silence we must value solitude. We identify aloneness with loneliness. But, until we are at home with ourselves, we will always be lonely, no matter how busy, how "with it," how much with others we might be. As we know, marriage is no cure for loneliness. Neither is single life. Dietrich Modern social and commercial life cannot prevent the pursuit of silence, but neither do they encourage or value it. November-December 2000 Goergen ¯ Retrieving tbe Practice of Silence Bonhoeffer once cautioned us to be wary of the person who lives with another or in community who cannot be alone, or who lives alone but cannot live in community.4 Sociality and solitude are two sides of the same coin: we can-not find one without the other. Silence lives on solitude. We must find ways to structure it into our lives on a regular basis, like the food we eat. Where can we find that place apart, that space for being alone, and for how long can we keep ourselves there with-out being taken up by distractions~ Where can we go to practice silence? Or how in the midst of activity can we find that cell within? s One of solitude's companions is simplicity of life. Simplicity inside requires simplicity outside. A cluttered, thing-filled, con-sumer- intensive environment is hardly the place in which to prac-tice an awareness that few things in life are important. The world immediately outside myself needs to reflect what I am trying to attain within myself. Simplicity in life is an outward expression of simplicity within. One's "within" and "without" go together. And now we can see more clearly why our current economic world can easily become an enemy of silence. The pursuit of silence eventu-ally becomes a pursuit of simplicity of life--which is a recognizable enemy to a consumer economy, a global and ever expanding mar-ket economy. Not that the market is evil; it is just easy prey to the pretension that it alone is important, the be-all and end-all of human life. The practices of silence, solitude, and simplicity enable us to see the truth about economic pursuits: How inhumane they can be when given priority in life, how grounded in greed they become! Kinds of Silence There are a variety of silences.6 Silence can be either destruc-tive or constructive.7 Destructive silence is refusing to speak when a word is called for, a word of consolation, of affection, of chal-lenge. Destructive silence can be passive aggression, a refusal to participate, a lack of care, a form of punishment, unconscionable noncommunication. But silence as context for an interior journey is positive. Silence as a socia! context is the absence of noise in our imme-diate environment. There are different degrees of environmental silence. A noiseless environment is difficult to find in modern Review for Religious urban settings. One can distinguish rural silences and urban silences. For someone unaccustomed to rural silences, the sound of the cricket or the howl of a coyote can be disturbing. There are sounds to which we have become accustomed and those to which we are not. Familiar sounds need not destroy environmen-tal silence, but can blend with it. There is a silent stillness to the vastness of nature: the sounds and silence of the ocean, the moun-tains, the desert, the plains. Each is a different environment and a different silence. On a windless day, sitting atop one of the mountain peaks of the Sangre de Cristo range near Christ in the Desert Monastery in northern New Mexico, one can hear an almost Human silence absolute environmental silence. Human silence is the presence of nonspeech, call be a silence It is not necessarily noncommunication or non-of solitude, communitarian. Silence itself can communicate abundantly, and it is amazing what can be corn- but it can also be municated without words. Human silence can be a silence of solitude, but it can also be commu- communitarian. nitarian. A solemn silence can prevail in Christian or Buddhist monasteries or a Hindu ashram, in a synagogue, church, or mosque. These settings or "environments" can be sacred space. There are times and places when human speech is out of place or out of season. Human silence can be community silence, but there is also personal silence. An individual person can cultivate silence--by seeking environmental silence, or sacred space, or solitude, but also by the practice of silence: avoiding unnecessary speech, c~eating personal space, the silence of one's own room, withdrawing to "the cell within," lis-tening to music, allowing absorption in art and beauty, acquiring an inner stillness and the practice of meditation. Personal silence itself is not only oriented toward calm, tran-quillity, and an absence of stress, but ultimately toward interior silence, the silencing of the mind, even if this is rare or only momentary. I remember a conversation with a cloistered Dominican nun, who had a doctorate and had been teaching before joining this cloistered contemplative community. When I asked why she had joined the monastery, she replied, "I needed to stop thinking if I was going to start praying." The human being is a reflective being, but also a contemplative being that sometimes needs to move beyond thoughts (mental silence) as well as wordsv-~z-~'~---)-'[-i November-December 2000 Goergen ¯ Retrieving the Practice of Silence (verbal silence). The interior journey is in fact directed toward this deep silence within, this cave of the heart, this still point, this soul of the soul, this human spirit. Spiritual silence is the human spirit at peace, the silence of the spirit in its communion with the Spirit of God, the divine Spirit, the Holy Spirit. This is mystical silence, with its dark nights, its ecstatic joy, its calm recollection, its deep rest. Silence of any sort is most often not constant, but periodic, coming at intervals, having a rhythm of its own. Deep silence, mystical silence, is not an achievement but a grace. Thus one can speak of the grace of silence, a grace that is present in varied ways and at varied levels, exteriorly and interiorly: the prayer of silence, the silent Presence, the Holy Mystery. It is this mystery that we cel-ebrate in liturgy and seek in contemplation. We experience litur-gical silence, a pastoral silence, intimate silences, times and places not to speak, for which words are inappropriate, occasions on which only silence can communicate. Silence can communicate from within a depth beyond words. In community, in friendship, in ministry, and in prayer there must be silence as well as speech. Divine silence is God's very own silence, God's very own self-communication, God's' awesome and incomprehensible transcen-dence, God's overwhelming intimate immanence, God's elusive presence and mysterious absence, God's truth and God's beauty, the Nameless One whose name is Father, Son, and Spirit, the One- Who-Is, the One-Who-Is-With-Us, the silence of being, the sound of ore, the soundlessness of communion, the union of God and humanity, the union of Word and flesh, the triune union, the incor-poration of humanity into the silent triunity of its Creator. There is ultimately no distinction between divine Silence and divine Speech. They are one 'and the same. God's speech is silent, and God's silence speaks. Silence and Theology .The practice of silence is necessary not only for the spiritual journey and to sustain our humanity. It is also essential for doing theology. Theologians are accountable for their theology to their professional peers, to their varied communities of faith, and to society at large for the quality, fidelity, and social implications of their work. They cannot absolve themselves of this threefold responsibility. But the theologian is also accountable to God. One Review for Religious does not stand before the Holy Mystery, the mysterium fascinans et tremendum, without asking the Holy Spirit for courage, guid-ance, and wisdom. In other words, all theology must begin with prayer. It has both a reflective moment and a contemplative moment. It is not an ego project, but a work of the Spirit. Theology cannot be done apart from silence. The practice of silence, of placing oneself in the presence of God, of meditation, of listening, of longing are all part of doing theology. Theology can too easily become words, verbal batdes, polemic, agenda ridden, jargon, rather than revelatory, illuminating, con-nected to life, committed to Truth. This happens when theolo-gians neglect the practice of contemplative silence--which would make them aware of both the inadequacy and the necessity of words for communicating the divine mystery. A theologian needs to be practiced in the art of silence. So does the magisterium in the church need to practice it. "Roma locuta est," the saying goes. But think of the symbolic power in "Roma tacuit." What a wonderful example that could be. Magisterial authority must reflect that we are a learning church as well as a teaching church. Is not part of the crisis over author-ity the ways in which the church exercises its authority? We do not grant authority easily to those who do not listen. Silence gives value to words. Apart from words, silence can be sterile, but apart from silence words lose their power. As Ecclesiastes (3:7) says, "There is a time for keeping silence, a time for speaking." Silence is a work of the Spirit. True silence is ulti-mately prayer. It speaks with authority. It communicates truth. It creates community. It is the voice of the soul, of the human spirit, and of the Holy Spirit. Can we afford to allow its practice to become peripheral in our lives? In The Sleeping Beauty, Ralph Harper points to the value of silence for our world: Each order of experience has its own a.tmosphere. The atmo-sphere of presence, of giving, of wholeness, is silence. We know that serious things have to be done in silence, because we do not have words to measure the immeasurable. In silence people love, pray, listen, compose, paint, write, think, suffer. These experiences are all occasions of giving and receiving, of some encounter with forces that are inex-haustible and independent of us. These are easily distin-guishable from our routines and possessiveness as silence is distinct from noise.8 November-December 2000 Goergen ¯ Retrieving the Practice of Silence Not only nuns and monks, but all of us need to retrieve the art and practice of silence. We need to dip deeply into the silent abyss of self, of God, of God in the self and the self in God, We need to explore the emptiness and the fullness that lie within us. We need silence. Notes 1 Abhishiktananda, "The Upanishads and Advaitic Experience," in The Further Shore (New Delhi: I.S.P.C.K., 1984), p. 117. 2 Buddhist traditions also see a triple relationship: compassion, rooted ¯ in egolessness, which in turn is rooted in mindfulness. These three are intimately connected. See Sogyal Rinpoche, The Tibetan Book of Living and Dying (San Francisco: Harper, 1992), esp. pp. 59-72, 116-122, 188-201. 3 The first lines of "The Hound of Heaven." 4 Dietrich Bonhoeffer, Life Together (New York: Harper and Row, Publishers, 1954), esp. pp. 76~89. "Let him who cannot be alone beware of community. Let him who is not in community beware of being alone. ¯. The mark of solitude is silence, as speech is the mark of community. Silence and speech have the same inner correspondence and difference as do solitude and community. One does not exist without the other. Right speech comes out of silence, and right silence out of speech. Silence does not mean dumbness, as speech does not mean chatter. Dumbness does not create solitude and chatter does not create fellowship" (p. 78). s See Catherine of Siena: The Dialogue, trans. Suzanne Noffke OP (New York: Paulist Press, 1980), on the "cell of self-knowledge," pp. 25, 118, 122, 125, 135, and 158. 6 Theodore Pereira in "Eloquence in Silence, Healing in Stillness," Indian Theological Studies 33 (June 1996): 99-126, has written about different types of silences. 7 "Silence itself is expressed in several ways. We know silences of contempt and of joy, of pain and of pleasure, of consent and of solitude." Jean-Luc Marion, God without Being (Chicago: University of Chicago Press, 1991), pp. 53-54. ~ Ralph Harper, The Sleeping Beauty (London: Harvill Press, 1955), pp. 110-111. The word "men" in the original was changed to "people" to accommodate current usage. Review for Religious KENNETH C. RUSSELL The Dangers of Solitude ~o~e~oe ldi!a nTgheerrse oisf as ololintugd tera. dAitniodn t hoef wwaarrnniinngg sw hoauvlde- bneo th ceormmiets solely from cenobites suspicious of solitaries off doing "their own thing." Religious who have the highest regard for the blessings and joys of the life of aloneness with God have tempered their enthusiasm with cautionary words about the special difficulties the solitary is likely to encounter. Thomas Merton, for example, warns that "sordid difficulties and uncertainties" attend .the life of even interior solitude,l Authors from the first centuries of the church conjure up frightening pictures of the demons who lie in wait for the unsuspecting hermit, while modern writers warn newcomers to the desert that solitude will force them to confront the disturbing image of their true self. The message is clear: more awaits the novice hermit than the beauties of nature and the spiritual delights which ancient and contemporary enthusiasts of the eremitical life tend to emphasize. I suppose that most contemporary solitaries would agree that demons in one guise or another must be wrestled with and that it can, indeed, be a distressing experience to come face to face with the self we usually avoid in a flurry of activity. However, I also suspect that most hermits are somewhat amused by both the modern and the ancient depiction of their lot. They would be only too happy to confess that there are no monsters writhing in the Kenneth C. Russell last wrote for our March-April 2000 issue. His address remains 40 Landry Street, Apt. 1505; Vanier, Ontario; K1L 8K4 Canada. November-December 2000 E5-7-5 Russell ¯ The Dangers of Solitude corners of their huts and that the identity crisis so precious to their contemporaries does not keep them awake nights. What they actually confront, it seems, is a routine cycle of sun and cloud on a prairie stretching clear to the horizon. There are no mountains or valleys to speak of. Their bad days are as unremarkable as their good ones. They struggle against subtle temptations, not spectacular ones. It has always been so. The 12th-century Cistercian Aelred of Rievaulx recognized this in his hard-hitting Letter to a Recluse, addressed to his elderly sister but written with less seasoned solitaries in mind? So did his contemporaries Peter the Venerable and Bernard of Portes, who wrote shorter and less theologically dense letters to male recluses who had asked their advice.3 Twelfth-century recluses lived in circumstances that are quite different from those in which most modern hermits seek solitude. But this does not mean that the letters of Peter and Bernard are merely quaint witnesses to a bygone era. The basics of the eremitical life are constant across the centuries. They are also unaffected by the way in which different solitaries choose to live the eremitical life. Whether the solitary is a recluse, a hermit, or a homeless wanderer like Benedict Joseph Labre does not radically modify the eremitical life. Consequently the letters Peter and Bernard wrote to 12th-century male monastic recluses remain relevant to male and female solitaries of all kinds, even today. Indeed, it seems to me that their practical orientation makes them especially useful. Therefore, I want to focus on the difficulties these authors see arising when the honeymoon period of the eremitical life--which may last a good long time--is finally over. In highlighting some of the minor difficulties which can grow into major problems if not attended to, it is not my intention to present a negative view of the solitary life. It does have dark days; it would not be a human enterprise if it did not. However, in focusing on the gray periods, I am not denying its spells of fine weather. I am merely reiterating the warning uttered down the centuries that people who wander off into the desert on their own had better know what they are about. Peter the Venerable's Letter to Ghislebert Peter the Venerable, the great abbot of Cluny, was, by his own admission, a very busy man. In fact, he shocks us a bit by admitting that he read the letters from a Cluniac recluse named Ghislebert in Review for Religious his choir stall on Holy Saturday. He claims that he had simply not been able to find a moment to read them earlier. Peter may have been rushed, but he nevertheless knew something about the eremitical life. Not only did he himself periodically spend time in solitude, but he had pastoral experience in directing monks who sought a solitary retreat for a limited period or for life. There were actually a large number of hermits living in the woods near Cluny. Peter the Venerable, then, knew what he was talking about when he replied to Ghislebert's request for guidance. The key to Peter's advice is the emphasis he puts on the idea that, as a recluse, Ghislebert has been buried with Christ. We do not know the nature of the liturgical ceremony with which Ghislebert was committed to his cell, but other sources indicate that the idea of being buried with Christ and dead to the world was sometimes dramatically represented by using funeral rites to initiate such enclosure. In any case, Peter emphasizes that, if his effort to live as a recluse is going to succeed, Ghislebert had better be sure that he is indeed dead to the world and the world dead to him. To drive home the point, Peter quotes the desert father Arsenius: "Flee people, be silent, and you will be saved." In short, be what you have set out to be and all will be well. Although we may feel a little ill-at-ease with the medieval idea of the recluse being rather literally buried with Christ, it is obvious that any new solitary needs to make a definitive break with the world and his or her past to get off to a good start. He or she has to be serious about being marginal. But, for all the images of being cut off and buried, the reality is that a living human being goes into the desert. He or she wants to be there, of course, but the spiritual and especially the psychological conditioning to solitude is not achieved by a mere act of will. The hermit, in fact, begins with some interior dividedness. Part of the self has no interest in disappearing. Inevitably the life force will rise up against the isolation and denial of achievement that the solitary life demands. Hermits also soon discover, as the Carthusian Guigo II puts it, that they are a crowd unto themselves. They are, indeed, the doorway through which the world presses into the cell. They may succeed in finding a quiet spot on the sidelines of society, but the Hermits soon discover that they are a crowd unto themselves. November-December 2000 Russell ¯ The Dangers of Solitude internal vacuum created by their withdrawal makes them vulnerable to the imagination's readiness to reassert their right to a place in the world. Since hermits have what we might term a "weak" present, the mind tends to take refuge in either the past or the future. Bernard of Portes will highlight the way in which the past crowds into the hermit's mind. Peter the Venerable puts more emphasis on the daydreams about the future which exploit the hermit's status to draw him away from his solitude. He pictures the monk turned hermit imagining that he feels the tabs of a bishop's miter on the back of his necl~ or fantasizing that he is the wise, holy, and much admired abbot of a large monastic community. This is all nonsense, of course, and surely most beginners are as amused by the tricks the imagination plays as Peter the Venerable is. What is not funny is that these silly thoughts can trouble prayer. It is also true, unfortunately, that small threads can weave themselves into strong ropes. If hermits are not careful, they can convince themselves that they are made for something better than the sorry life of a solitary. A more serious pressure to "return from the dead" and reenter the hustle and bustle of.life, bit by bit, springs from the essential nature of the solitary existence. Hermits have to live without the external momentum that social interaction usually provides. They are not carried along by the excitement of what is going on at their workplace, nor can they look forward to parties or sports events to distract them. Unfortunately, unless solitaries maintain their focus on whatever is the task of the moment, their day-to-day existence will begin to feel dull and wearisome. The obvious way to relieve this lethargy is for the solitary to engage in a small amount of pastoral or counseling activity. This sounds like a psychologically sound idea, especially to modern Christians, who are more than a little suspicious of the way hermits pull away from the good causes "activists" think so important. Peter the Venerable, however, is not so sure. He is afraid that this public ministry will become addictive. Instead of relieving the hermits' boredom so that they can return to the solitary life refreshed, each turn outward makes solitude all the more unbearable and the turn away from it all the easier. What looks like a solution to the pressures of the eremitical regime can destroy a hermit's ability to live the solitary life. "Doing good" can do a hermit in. A second consequence of the turn outward is that the solitaries' Review for Religious availability attracts people who offer two enticing things: prestige and cash. Since the strict eremitical life deprives hermits of the ordinary opportunities to see themselves mirrored in the reaction of others, Peter the Venerable rightly fears that Ghislebert will take the high esteem in which he is held by those he helps as the true measure of his worth. The abbot sees a further danger in the money that the hermit will be offered for his services. With all the good intentions in the world, Ghislebert can easily find himself managing a little charitable fund which will grow, as such things do, until, as Peter puts it, he is putting up buildings and demolishing himself. Peter's point would seem to be that hermits who are not perfectly honest about their motivations can make a place for themselves in the world. They can keep an address in the woods, as it were, and still be part of society. The price they pay, unfortunately, is the abandonment of their original commitment. History offers many examples which confirm that the hardest thing in the world for solitaries is actually to be what they profess to be. Aelred of Rievaulx was very hard on the way in which solitaries drift into outside activities. He sharply admonished them to wake up to the facts of their vocation. "When you are pressured to get involved: Tu sede, tu tace, tu sustine. Sit still, keep quiet, and stick it out! Period! Leave the doing of good deeds to those who .have the responsibility for such tasks." The solitary's fundamental temptation, it seems, is to focus on something other than God. According to Peter, this can be anything from good works to an obsession with health or appearance. "Doing good" can do a hermit in. Bernard of Portes's Letter to Rainald The Carthusian Bernard of Portes agrees with Peter the Venerable that solitaries need to be on guard against the distractions that are likely to entice them away from their fundamental commitment. He is particularly sensitive, however, to the spiritual and psychological repercussions of the hermit's withdrawal from society. He understands very well that the social self will not go lightly into solitude. Though hermits are united to all believers and, indeed, all humanity in their union with Christ in his church, the social self wants to strut its stuff in the midst of the diversions November-December 2000 Russell * The Dangers of Solitude Hermits do not have the social status they enjoyed in the 12th century. of the marketplace. It does not want to be shut away with not much more than God to focus on. Therefore, Bernard warns Rainald that he must expect a spell of bad weather sooner or later. One day he might be hit by a wave of sadness and the next be in a bad mood and irritable. He will find tapes from his past running in his head while he reedits the script of what he said and did. A troupe of lewd thoughts will stage its floor show one day, and lukewarnmess flood in the next. It seems that there is no escape from these inner storms and flat stretches. Indeed, Bernard maintains that hermits go into the desert specifically t6 wrestle with these elements that distract us from God. They are, we might say, the psychological echoes of a hermit's attachment to the world he or she claims to have renounced. Bernard of Portes warns hermits that, because they are no longer carried along by the current of daily life in society, they will be the targets of acedia and sadness. Acedia, a listless psychospiritual condition, weighs so heavily on its victims that some escape from the boredom o'f the here and now into dreams of what has been and might yet be while others slip into the torpor of chronic fatigue. This affliction, which involves a hanging back from the initial vocational commitment and a failure to actualize it in the present moment, "detemporalizes" hermits. It weakens their focus on the here and now and sets them adrift. Therefore they look outward for things to occupy their mind and fill their time. Bernard says it is very important for hermits to give their life a certain self-generated dynamism by moving from one activity to another th~'oughout the day. Oddly enough, this is in accord with the traditional wisdom that the secret of the eremitical life is "Keep it moving." Bernard also emphasizes meditation and advises Rainald to be totally present to the words he is saying when he recites the Office. Bernard, it is quite clear, believes that acedia can be held at bay if a hermit puts his or her mind to it and lives in the present moment. Sadness, however, is another matter. Bernard seems convinced that an occasional period of feeling down is an inescapable feature of the eremitical life. Sadness is, I suppose, a pit into which an Review for Religious individual ill-suited for solitude might tumble, but this does not seem to be what Bernard has in mind. He is describing, not a chronic or pathological condition, but the normal downturns of life--which the hermit feels more intensely because of his or her isolation. On the spiritual level, the alternation of these strong and weak periods is inevitable in view of the ebb and flow of God's grace. If acedia pulls one away from the present, sadness can be said to sink one into it. Sadness is the clouding over of the eternal horizon of hope which draws us forward. Without the attraction of the ultimate goal--which is, remember, the sole dynamic element in a hermit's life--the individual is oppressed by the miseries of the present. For no good reason, anger can well up in the solitary and rail away at the self or other people: "Nothing they do is ever any good, and nothing I try ever works out!" Such slack times call for patience, because, once again, the temptation is to shift attention away from God and the love that is his due. The self, whether proud or inadequate, whether much sought after or neglected, must not become the primary object of the hermit's attention. Application to Modern Hermits Is any of this applicable to modern hermits living in country cabins and cheap city apartments? I think so. Times have certainly changed, but the leisure of the hermit can still go flat, and money remains a worrisome issue. Unlike their 12th-century counterparts, modern hermits do not have to figure out how to channel their excess funds to the poor without attracting a crowd of beggars, but they do have to worry about how to live apart from the world and still earn their keep. Unless they are supported by a religious congregation or order, paying their bills and providing some measure of stability in an unsettled time can be a real preoccupation. Indeed, it can shipwreck their project altogether. Pride, which Peter the Venerable and Bernard of Portes see as a major threat to hermits, would seem to be less of a worry these days. Solitaries are looked up to once again, but the applause is not unanimous. In fact, many people who give their lives to the service of Christ and his poor question the sense of such a calling. Certainly hermits do not have the social status they enjoyed in the 12th century. In any case, while many religious who become November-December 2000 Russell ¯ The Dangers of Solitude With no one else to worry about, they can become obsessed with every ache. solitaries identify themselves as hermits, most lay hermits have no official status of any kind. They live a hidden life which is just that, hidden. The lack of social status does not mean, of course, that hermits are immune to the temptation to take a little secret pride in the uniqueness of their calling. Pride, however, does not seem to be the great danger it was to hermits in the Middle Ages. Certainly relevant today, however, is the emphasis Peter the Venerable and Bernard of Portes put on the need for the hermit to exist in the now. This almost Buddhist focus on being present to the moment is for both of them basic to the eremitical life. Without this absorption in the here and now, distractions press in. The hermit, to borrow a phrase from the world of sports, "loses his or her concentration" on the worship of God in unending prayer. This is a major problem, but, given the restrictions of the solitary life, it manifests itself in small and sometimes silly ways. For example, hermits may get too wrapped up in their work or turn repairs to their dwelling into a full-scale redecorating project. They can become finicky fussbudgets who insist that every item in their cell be lined up just so. Worse yet, with no one else to worry about, they can become obsessed with every ache and sniffle. What are we to make of Peter the Venerable's condemnation of the tendency of hermits to make themselves useful to their fel-low Christians by offering them the fruit, as it were, of their con-templative silence? Must we conclude that he, and Bernard as well, would censure the spiritual direction and parish activities in which some contemporary hermits get involved? Not necessarily. In their letters both authors emphasize--and we must keep in mind that they were writing to recluses, that is, to solitaries who in theory were totally cut off from the world--that the singularity of the eremitical life means that hermits will have to work out what is best for them. Therefore, while Bernard borrows from the cus-toms of the Carthusians to make all kinds of suggestions to Rainald about the details of his life, he realizes that it is up to the hermit to exercise discretion in choosing what suits him. Consequently, we can conclude that, although Peter and Bernard show that it is easy for hermits to delude themselves about why they are rendering this or that occasional service, it is up to them to determine, after Review for Religious taking counsel, what fosters their aloneness with God and what hinders it. I suspect that there are times when novice solitaries, going through a dark period, might welcome the sight of a few demons raising cain in their living room. They might even be glad to summon up the self-absorption required for the drama of a first-class identity crisis. Anything exciting and novel would be a relief. What they have to contend with, however, day in and day out, as Peter and Bernard remind them, is the subtle task of remaining faithful to their original commitment in all kinds of psychological weather. They have much to gain and much to lose. Peter the Venerable and Bernard of Portes, who shared a high regard for the solitary life, warn them, therefore, to take care. Notes ' Thomas Merton, "Notes for a Philosophy of Solitude," in his Disputed Questions (New York: Farrar, Straus, and Giroux, 1960; Noonday Book, 1976), p. 165. 2 A Rule of Life for a Recluse, trans. Mary Paul MacPherson, in The Works of Aelred of Rievaulx, Vol. 1: Treatises, The Pastoral Prayer, Cistercian Fathers Series, no. 2 (Spencer, Massachusetts: Cistercian Publications, 1971). 3 Neither the letter of Peter the Venerable to Ghislebert nor Bernard of Portes's letter to Rainald has, as far as I know, been translated into English. The Latin text and a French translation of Bernard's letter can be found in Lettres des premiers chartreux, Vol. 2, introduction, critical text, French translation, and notes by "un chartreux" (Sources chr~tiennes, no. 274; Paris: Cerf, 1980), pp. 50-79. For the Latin text of Peter's letter, see Giles Constable, The Letters of Peter the Venerable, Vol. 1 (Cambridge: Harvard University Press, 1967), pp. 27-41. November-December 2000 MARY BETH MOORE A Spiritual Direction Connie drew the heavy drape across the window, noting the ast gray light filtering from the west. She turned on a small lamp on one side of the room and lit the vanilla candle at the other. Immediately its aroma permeated the small space. She selected a Mozart disc from the handful of CDs near the love seat, placed it carefully on the turntable, pressed play, and adjusted the volume so that the maestro's graceful, precise notes were barely audible, as subtle as the candle. She paused, looking slowly to each corner until satisfied by the atmosphere she had created. Free of clutter, the parlor was just large enough for the love seat, chair, and coffee table. She sat down on the chair. Connie never sat until she was satisfied. She was a short, heavy woman and, since it was not easy for her to get out of a chair, she considered the act of getting into it. She had a few moments before her guest arrived, and this time was also planned. The guest or, more precisely, the directee required the kind of attention one must work up to. So she made an effort to appreciate the room for its own sake. She awaited the security these preparations usually brought. She summoned the attitude of inner peace which any directee had a right to expect of her, breathing deeply, ignoring the slight pulse in her legs, ankles, even noting the contradiction between attending to a pleas-ant carnal sensation--the candle--and determinedly shutting out the unpleasant. She made herself breathe. Connie had been a spiritual director for almost twenty years, Mary Beth Moore SC writes from 3496 Jerusalem Avenue; Wantagh, New York 11793. Review for Religious and people liked her. She had talent in this abstruse area, and she knew this because her directees said so. Most of her clients were nuns, participants in a lifestyle whose subtle conflicts she knew as her own, having been a nun now for forty years. Relationships: community, friends, principals, superiors. Even, occasionally, a romantic entanglement. And, of course, the relationship with God. Connie never told them what to do. She listened. She asked ques-tions. She recalled for the searcher his or her own best qualities. (Yes, even the occasional priest or layman found his way to her.) Generosity. Loyalty. Courage. Connie never mi~de these things up. Yes, that was the talent. Seemingly from thin air, she would recall a point the directee had made two months before, or ask precisely the right question. "What must you do to grow in this sit-uation?" The question was perhaps trite, but the answers never were. Stammering or articulate, passionate or cool, the directee usually responded with a perfectly credible plan of action, one whose truthfulness went to the heart of the matter. She had learned to expect the creativity that her directees brought with them. Still, Connie did not consider herself creative. She thought of herself as a modest person, and attributed the results to God's grace. When she looked in the mirror, she saw a face that had always been plain, and was now old. Of course, Connie had not once seen her own brown eyes transformed with the glow of the full attention she gave to the directees. They simply thanked her. She expected nothing more. At the sound of the doorbell, Connie took hold of the chair arms and, giving herself a boost, stood and steadied herself before crossing the short distance to the front door. She was pleasantly nervous for this encounter with her client, and she hurried as much as she could, knowing how uncomfortable it was to wait at her door. The Bronx brownstone faced southeast toward the Sound and Long Island, and through the winter a stiffwind blew almost steadily. She opened the door to see a petite woman framed against the dark corridor of the street, hopping around on the stoop to cope with the cold. The sky behind her was clear, but dark. The city lights obliterated all but the highest-hung stars. "Marilyn, my dear, come in quickly before the wind knocks you down." "It almost did. I parked a block away, and--" "Did you meet much traffic?" Connie took Marilyn's coat and shivered at the cold that rolled off of it. November-December 2000 Moore ¯ A Spiritual Direction "Som'e, as usual. The Cross Bronx is always crowded." "Oh, that's a terrible road. I always feel glad when I turn off. A cup of tea before we start?" "I would love it, if it's no trouble. It sounds so good." "No trouble at all. Go in and make yourse.lf comfortable. I'll be right back." She indicated the room she had just prepared, and waited to be sure her guest was seated before disappearing into the inner quarters to make tea. She returned with a tray and two steaming cups. They were silent as they fixed the tea to their lik-ing. Part of Connie's skill was to suppress small talk as the pre-lude to spiritual direction. Chatter cluttered the spirit, she believed. She had once lived as a hermit for three months, and the disci-pline served her well. After a suitable interval she moved to her cus-tomary opener. "So, tell me, what brings you to spiritual direction?" "Ah, yes. Well, I have the intuition, this notion. It haunts me and I feel almost, I don't know, maybe, embarrassed to share it. Or even ashamed--though maybe that is too strong a word. I've tried to discuss it, get a hold, but I." Connie listened as the other woman stuttered, and felt a tug of compassion. She leaned ever so slightly toward her, her eyes widening to lend support to the recitation. A sexual problem per-haps. Everything supposedly out in the open these days, but the unique turns of the human heart, and the struggle to articulate them! She waited. ". this notion, and others don't want to hear, or maybe can't hear. Almost a conviction actually." "A conviction that ." Connie was poised, waiting for the other to look up. "I don't want to offend you, as well. But I suppose it's foolish to come and beat around the bush. You see--" "'I assure you, my dear, I won't be offended. I'm eager to hear what you have to say." "A conviction that it's over. Over, over, over." Connie frowned, noted the slightest wave of impatience with the conversation's turn. "You'll have to tell me what 'it' is, I think." "This." She spread her hands as if her meaning should be obvi-ous, indicating the candle, the lamp, and Connie herself with thrusts of her chin. "Convents. Middle-aged women living in polite little groups, good-hearted, but accommodated. Comfortable. Convents, parlors, single beds, obsessive neatness, vanilla candles. Over." Review for Religious "Leave my candle out of it, at least," Connie said, more emphatically than she had intended. She was offended, but she did not realize it quite yet. "O.K. Your candle may be spared." Marilyn grinned. "But as for the other elements, well, the writing is on the wall." "Nebuchadnezzar? A kingdom about to fall?" Connie tried to get her bearings. The other's hesitancy had disappeared, her voice got stronger by the sentence, and Connie began to think that her earlier, tentative approach might have been a ploy. "Yes. That's exactly right, Connie. The humble kingdom we built for ourselves that did so much good. Children we taught, sick we nursed. It was a world in itself, a kingdom if you will. We had a place in a religiosity that was shared by Catholics every-where. In that Catholic world, we had a mystique of holiness, otherness. We were a cheap labor pool. Now others can do what we did, without living a special way of life." She took deep breath while Connie waited with alarm. "I believe our lifestyle is ending." Buy time. That was Connie's second idea, after the first one, something like, who do you think you are? Who are you, sup-posedly asking me for help, boldly upending a tradition? One that needs no defense. "I must keep eye contact," she thought. "Marilyn, too, is a committed religious, sincere, middle-aged, a seeker like myself." She was unused to such a strong emotion that was not compassion. She focused with effort. "Fall back on tech-nique," she urged herself. When she finally spoke, her voice was light. "Well, that's radical, for sure. Possibly a bit reductive. I'll need some time to take in the idea. But, in any case, you know that spir-itual direction does not provide answers. Why don't you tell me about your prayer. What's happening there?" "Connie, don't you see? That is what's happening. I pray, but I feel afraid. This sense of winding down . . . it, it assaults me. This is the result of my reading the signs of the times. And, very selfishly, I wonder what will happen to us. I'd actually like some-body to refute me." "'Prayer is the balance of mind and heart. Perhaps you think too much." November-December 2000 Moore ¯ A Spiritual Direction "Prayer is the balance of mind and heart. Perhaps you think too much." "Oh, maybe. It's just when I have an insight I always think it's correct. I'm not pious, either." Marilyn's voice had softened. Connie saw that she had heard her words as a correction, as in fact they had been. She had men-tioned fear, a key word in Connie's work, the rope binding the spirit, an adversary of growth. Usually Connie would have asked about it, but this evening it suddenly seemed like too much trou-ble. She was impatient, her back began to ache. She sought for a middle ground. "Or perhaps I think too little. You're a challenge to me, and I'm not sure if I can be as objective as I like. Can you"--she searched for the way back to Marilyn's point--"can you stay with the questions?" She got a little stronger. "Ride the questions." Marilyn thrust out her chin, as if shg regarded the question as an object in the room. There was a pulse of silence. "Yeah. That's a good idea." She smiled and looked at Connie with a glint of humor. "Good luck. I'll pray with you." There was a notable pause, and Connie sighed before turn-ing to topics of lesser import. Her back pain was easing, and she felt relieved that the conversation had returned to a manageable place. She was no coward. She had borne others' tears and rage at God. But a messy squabble with herself as partner was not at all congenial. She had put the balance back. She would pray with and for Marilyn. Both were careful to refrain from gossip in the spiritual-direc-tion setting; the set of those who chose such support was small, and many knew each other. Still, there were allowable facts--some-one's new job, an elderly sister's passing. And, after the intense discussion of the inner life, it was consoling to take in the mellow light and the full attention, each from the other. When they had finished the tea, and the candle wax threatened to spill on the table top, Marilyn moved to go. Connie helped her with her coat, saw her out into the cold air. The street was quieter now and a single star, maybe a planet, winked above the streetlights. She closed the door and went back to her direction room to turn off the light and blow out the candle. The wax had leaked onto the table into a viscous pool. "Ride the question," she repeated softly aloud to herself. She had been pleased to hit upon a phrase Revie~v for Religious that seemed to help her directee, but, as she turned it over in her mind now, looking at the empty room, it sounded trite, facile. The dialogue with Marilyn echoed in her mind, and a sensation rip-pled quickly, like the hint of an unpleasant duty she could not quite remember. She stepped away from the room with unusual haste and headed for the community recreation room and her favorite TV program. When Connie got to the community room, Sarah was watch-ing a public TV program--something about endangered species-- with the intensity of a graduate student. While she made eye contact with Connie, she held up a forefinger to postpone conversation until the program seg-ment ended. Connie sank into the chair and waited. She did not mind. It was more inter-esting to observe Sarah than to watch the parade of facts on the screen. She could easily see in the woman the ardent girl she had taught thirty years before, and, in her unsettled state of mind, that girl seemed to inhabit the room again. Sarah's field was biology, and she brought her expertise along with boundless energy to a nonprofit agency that monitored the environ-ment. Connie studied her with detached affec-tion. What was it that made Sarah so interesting? The combination of ambition and idealism, thought Connie. She was the perfect nun for our time. Connie mused about the effect of her own ministry. She had joined Sarah and the others in the brownstone house the year she finished her term as novice director. It had been her initiative to work free-lance in spiritual direction, and the community con-firmed' her choice. Her clients found her by word of mouth. She spent her day much as she had with the novices, in a disciplined but unhurried rhythm of prayer, study, and client appointments. It was Sarah who persuaded Connie to get a paying job two years ago. Some of the sisters in her own house had argued against it, but Sarah persisted. She pointed out to Connie that she com-plained about being the one to answer telephone solicitations and wait for plumbers. Sarah, the realist, reminded the community that their income base was shrinking, since the elderly sisters far outnumbered the younger wage-earners. Connie began to mind She could see in the woman the ardent girl she had taught thirty years before. November-December 2000 Moore ¯ A Spiritual Direction not having even a modest paycheck to present for the running of the house, and the quota for the retired sisters' care. The only thing she did not tell Sarah and the others was that she was tired of not having tales to "tell at supper about the outside world they inhabited each day. What could she say about spiritual direction? In that field there were no general issues, no little anecdotes, to report, only secrets of the heart whose value was discovered as the directee conferred it. So Connie took a job as the secretary in a little Catholic school in the Bronx. She bolstered the idealistic young man who was prin-cipal and lent an ear to the parents who rushed through with for-gotten lunches and umbrellas. She now had tales for the dinner table with the community, and savored even more the evenings of direction. She did not allow herself to miss the easy pace she had once enjoyed. She was often tired. She worried intermittently about losing weight, especially when Sarah inaugurated a new restric-tion in the community diet. She gave up insisting that they buy whole milk: it was not worth the commentary on cholesterol. But these were small .annoyances, predictable, familiar. If the occa-sional ache or pain pressed itself too deeply into her conscious-ness, her mind might leap to the future for a moment. But the pain subsided, or was integrated into what she chose to put up with. It was against her principles to measure herself by a worldly standard. She gazed at the TV for a bit, savoring the comfort of her (avorite chair until the program finished and Sarah pressed the mute button. "How was your day?" Connie asked. "Really productive," Sarah answered brightly. "I spent the morning editing that junior high 'natural city' curriculum. Jake did a great job with the project and I told him so. Then I had a meeting with the Friends of the Harbor committee. Giuliani's guy stopped in. Nice person actually, said he would continue to press our concerns with the mayor. He sounded sincere, but we'll keep the pressure on anyway. Peter was pleased." "Peter?" "Grossman, the earth sciences professor from Bronx Community College, that one who chairs--" "Oh yes, I remember him." Connie made it a point to keep up with the cast of cha[acters that peopled Sarah's offbeat job. "Did Jake's wife have the baby yet?" Review for Religious "Three days ago! I thought I'd told you. Mother and daugh-ter are doing fine." Sarah described the particulars of the birth in detail, then trained eager eyes on Connie. "How was your day?" Connie's mind returned to her session, where a seasoned nun had suggested that religious life would become a thing of the past. It was an abstract idea, after all. The common room she shared now with Sarah was perfectly real and stable. The house had been paid for. "Connie, your day?" Sarah's voice called her from her reverie. "Anything wrong?" "Wrong? Oh no." She hesitated. "Do you think about the future, Sarah? I mean our community. Do you think there will be nuns living in this house in twenty years? Youngish nuns, enthu-siastic like yourself, women who believe in prayer, the vows? Some of my directees"--she tried to be deliberately vague--"a few think our way of living is a thing of the past." Sarah frowned. "It could be, you know. Let's face it. No one has joined the community at all in the past five years, and those of us in it aren't getting any younger. It could be. But, hey, God our Mother will bring to birth something new. Birth, growth, decay, matter recycle into new growth. It's a universal process. Why should we escape it?" She reached for the TV wand."Do you want to watch anything else?" "You've thought about this?" "Oh, it crosses my mind now and again. Shall I turn this off?." Sarah waved the remote again. "Sure." Connie could see that Sarah was preparing to leave the community room, and a wave of desolation passed over her. She longed to call out, "Please don't go, yet," but she knew perfectly well such a request would startle Sarah. "She'd probably think I'm having some kind of attack," Connie thought. "What reason could I give for the need of her presence?" Nothing came to her. Sarah was at the door now, turning back, her gaze objective and ldnd. "You O.K., Connie?" "I'm just fine," Connie answered quickly. "Sufficient for the day is the trouble thereof." Sarah was satisfied. "Sleep well, then." "You too." Connie was alone now in the familiar room, and hothing could threaten her. Soon her strange moment of panic would pass, and she would move to her usual routine, fold back the newspaper, November-December 2000 Moore ¯ A Spiritual Direction enjoy the silence. She had an honorable job. She loved Sarah, and the others with whom she lived and shared an uncomplicated love of friendship. She scanned the headlines, then tossed them aside to read the Arts page, a book review, but she struggled to concen-trate. "Loneliness has no hold over me," she thought. Loneliness and solitude were the same companion in different dress, the bite of one and the consolation of the other alternating throughout her days. But the mood of release she sought at the end of the day still eluded her. She focused on the gratitude she must render for the events of the day, and recalled a grandmother who had come to the school to deliver a forgotten lunch. In her mind's eye she could see the weary black face transformed with smiles when the child hove into view. But, when the memory dimmed, a keen discomfort reasserted itself. She pushed through her rote evening prayer, "Now Lord you may dismiss your servant in peace, for my eyes have seen your sal-vation. A light of revelation to the Gentiles and a glory for your people Israel." Simeon, welcoming his life's end, having seen the object of his heart's desire. "He was lucky," she thought. The prayer did not seem to help at all. She turned off the light in the common room and made her way out by the light of the street lamp filtering through the blinds. She turned toward the kitchen. "A nice cup of tea," she thought. "It will clear my mind." She made the tea. She measured out her usual two spoonfuls of sugar, tasted it, then furtively added a third. She sipped it slowly and regarded the clock, whose subtle whine could be heard in the silence. "I tell my directees to face their fears. And so must I," Connie concluded. "What was it, then, old age?" But she dismissed this quickly. Maybe prettier, fitter women, yes, even nuns might struggle with this, but she had never known herself that way. She had long ago accommodated herself to aches and wrinkles. Nor was it fear of death. Not yet. Her mother, her aunts, stout women all, had lived into their nineties. "I probably have a few decades in me," she mused. What had Marilyn said? "It's over." That was the phrase that had ripped her, as if a web of equilibrium she hardly knew existed was torn, and its sundering had discovered a category of feeling she could not recognize. "Now, Lord, you may dismiss your servant in peace, because my eyes have seen your salvation." Simeon's words came back Review for Religious again, with the picture of the bearded sage, smiling and content, holding an infant whom he knew certainly to be the savior. Who did he think he was? "I'm jealous of him," she thought. And, since the habit of honesty was well established, Connie began to name the struggle. The child Simeon held had just been named Jesus, newly circumcised, accompanied by proud parents. She was jealous of Simeon's proximity, his luck to be in the right place at the right time. She was envious of the consolation of touch, the embrace that illuminated him, at once revealing the true iden-tity of the child. But most of all she was jealous of his certainty. As a young idealistic woman, and through all the vicissitudes of the years, she had fallen back on the certainty that she was doing God's will. And, just as the meeting with a newborn child had transformed Simeon from a bumbling old man into a prophet, so she had thought her lifestyle would transform her. She looked around the kitchen slowly, scrutinizing the cabi-nets, the fridge. Stalling. The fear she felt was not provoked by the encounter with Marilyn, but rather unmasked by it. Fear, raw fear, as when a young child is lost in a crowded arena. Connie placed both hands on the teacup and concentrated on the warmth that spread to her palms. She recalled, with effort, that she was an adult. But, slowly, understanding came to her. What was threatened was certainty and specialness. The fear in her belly suggested that she had bartered for those goods with the austerity of her lifestyle and her vows. Yet she herself had taught the basic truth of spiri-tual direction so many times: All that is not love must be rooted out. She could not blame anyone or anything external for her new situation. She sat thus at the kitchentable for a long while, and the tea, untouched, grew cold. By and by she simply admitted that an inner battle was just beginning; she might as well go to bed. Fear would come and go, and grief, too, must attend the process. She lay in bed, listening to the faint sounds of traffic, making an effort to yield to sleep in order to be ready for the next day. But, as she was poised on the mysterious shelf before consciousness falls away, a phrase floated up from the well of memory, a saying she would work with for months to come, "Though a bird be tied to earth by only a thread, still he cannot fly." November-December 2000 a witness response DENNIS j. BILLY Contemplative Religious Witness: A Redemptoristine Monastery At the end of each academic year, I leave my work at the Alphonsian Academy in Rome and spend the summer months as an author in residence at Mount St. Alphonsus, the Redemptorist retreat center in Esopus, New York. During my time there, one of the responsibilities I share with the other members of my community is to celebrate Eucharist at the nearby Redemptoristine monastery of Our Mother of Perpetual Help. This small community of contemplative nuns devotes itself to being what their 18th-century Neapolitan foundress, Maria Celeste Crostarosa (1696- 1755), called a "living memory" of the Holy Savior. My close contact with the sisters there has helped me appreciate more deeply the contemplative dimension of my own vocation. It has also helped me see the intimate relationship between the Redemptorist and Redemptoristine callings, two very different lifestyles-- one apostolic, the other contemplative--deeply devoted to a common charism of proclaiming "plentiful redemption" in Christ. Dennis J. Billy CSSR, a frequent contributor to this review, may be addressed at Accademia Alfonsiana; C.P. 2458; 00100 Roma; Italy. R~view for Religious Spousal Love As a community of women entirely dedicated to contemplation, the sisters at Perpetual Help Monastery maintain a spirit of separation but openness to the world around them. They follow the norms of papal enclosure as laid out in church law and interpreted by their Constitutions and Statutes, but do so with a keen sensitivity that their contemplative vocation places them at the very heart of the local church. In the spirit of Vatican Council II, they have also renewed their way of life to be more in keeping with the spirit and charism of their foundress. In doing so, they have attempted to adapt the contemplative life to the exigencies of North American culture while at the same time taking care to maintain the significant countercultural and eschatological witness that religious life in general and the contemplative life in particular seeks to convey. The result is a small but dedicated group of women religious whose lives are deeply immersed in the mystery of Christ and his body, the church. Verbi sponsa, the recent Vatican instruction on contemplative life and the norms of papal enclosure, describes cloistered nuns as becoming, with the Virgin Mary, "the 'living memory' of the church's spousal love" (§1). I could not read these words without thinking of the special meaning they would have for the Redemptoristines at Esopus and throughout the world. Mary's close.relationship to her Son places her in a position of humble service toward all who turn to her. "To Jesus through Mary" was the way St. Alphonsus de Liguori (1696- 1787) liked to express Mary's role in the economy of salvation. Everything she does is meant to lead us to a closer, more intimate relationship with her Son. Her loving and heartfelt fiat in Luke's Gospel reminds us that it could not be otherwise. Her response to the angel reveals a deep trust in God's trust in her. She became the Mother of God because of her spousal relationship with God, which was itself a gift from God to her and, through her, to all the world. When seen in this light, to be with Mary a "living memory of the church's spousal love" leads quite naturally (perhaps it would be better to say "supernaturally") to being a "living memory of the redeeming Christ." Each remembrance is a single dimension of a To be with Mary a "living memory of the church's spousal love". Ly-95---2 November-December 2000 Billy ¯ Contemplative Religious Witness much larger reality: you cannot have one without the other. Keenly aware of this connection, the Redemptoristines at Esopus proclaim their spousal love for their risen Lord at their daily Eucharist, where he eats with them, drinks with them, and caresses them with the gentle, calming breeze of his Spirit. A Eucharistic Community It is often said that something is not fully experienced until it is remembered. If this saying is true, then the Redemptoristines' desire to become a "living memory" of their Lord must foster a deeper experience of Jesus' presence in their hearts and in their midst. One need only consider the deep spirit of prayerfulness that fills their daily celebration of the Eucharist to see that this is so. These simple celebrations tap into the hidden life of contemplation going on in the deepest recesses of their hearts and reveal the height and depth and breadth of the paschal mystery. The daily Eucharist is the center of the sisters' lives. It immerses them in the mystery of God's love which their lives espouse and puts them in intimate contact with their risen Lord. The Eucharist reminds them of the "eucharistic quality" of the cloistered life itself (see Verbi sponsa, §3). Separation from the world enables the sisters to be present t6 the world on a much deeper level. It enables them to share not only in Jesus' life of kenotic self-offering, but also to join him in his eternal act of thanksgiving to the Father. This close connection between the Eucharist and the sisters' contemplative vocation touches the very heart of the redemptive mystery. It affirms Jesus' ongoing presence in their community and gives meaning to every dimension of their largely hidden life of prayer. The sisters' daily remembrance of Jesus is possible only because of Jesus' continual remembrance of them. They seek to be a living memorial to the living memorial he has left them in the Eucharist. They, more than anyone else I have met, take to heart Jesus' words "Do this in memory of me." In this light, life in the Redemptoristine cloister at Esopus takes on the threefold dimensions of banquet, sacrifice, and presence that characterize the mystery of every Eucharistic celebration. Being a "living memo~ry" of Jesus, in other words, means seeking to give nourishment to others (banquet) through a humble offering of self (sacrifice) in the name and in the company of Jesus, who is "Emmanuel, God wi~h us" (presence). The Review for Religious Eucharist, in other words, not only is the summit of their lives, but permeates everything they do. Without it, there is no way they could continue or even survive. From Death to Life I once had the occasion to experience this eucharistic quality of the sisters' lives in a profound and beautiful way. Sister Mary Regina, one of the sisters in the community, was nearing death after a long-drawn-out battle with cancer. This was happening at the very time I had been scheduled to lead the sisters in their annual ten-day retreat. After learning that Regina's death was drawing near, I fully expected the retreat to be canceled (or at least postponed), since the sisters' hearts were heavy with sorrow and their schedule was already overloaded by the "round the clock" attention Regina's condition demanded. I was ~urprised, therefore, to learn that the community wanted the retreat to go on, despite the added strain it would put on them. I was even more surprised (but also delighted) when, on the first day of the retreat, the prioress asked if it would be all right to celebrate Mass in the infirmary so that Regina could attend from her sickbed. That Eucharistturned out to be the last Regina would ever share in--at least on this side of death. The breaking of the bread took on special significance as we celebrated in the presence of one whose life was ebbing away. The nearness of death brought a special solemnity to our celebration. Regina's silence added depth to our words; her gaze, a quiet calm to our troubled, questioning hearts. The knowledge that she would not be with us much longer affected the way we prayed. Everyone in the room seemed to have one eye fixed on the Lord and the other one on her. And that was the way it should have been, the way the Lord himself wanted it. This was Regina's moment. With her community around her, she was free to be herself before her Lord. Firmly fixed on the host, her eyes told us in a quiet, nonverbal way that Jesus was with her in a way he had never been before. So it is, I believe, with all of us at or near the time of death. Each one of us must one day drink from the same cup. Now it was Regina's turn. Separation from the world enables the sisters to be present on a much deeper level. November-December 2000 Billy ¯ Contemplative Religious Witness Near the end of Mass, I looked around the room and experienced that sense of communion that can only come from hearts united by their common yearning for God. As my eyes moved from face to face, I could sense the pain that the community as a whole and each of its members was experiencing as a result of Regina's illness and imminent death. I could also sense the deep love that bound them to each other and, at this special moment, to Regina. In the midst of the sadness, my gratitude deepened and gave way to a deep sense of peace. The Lord was with us, and that was all that mattered. I closed my eyes and imagined myself in the upper room. The Heart of the Church Contemplatives, we are told, live at the very heart of the church. On this day I was grateful for this brief glimpse God had given me into the heart of a contemplative community. There the simple mysteries of life and death are recognized, pondered, and celebrated. There human existence is plumbed to its depths and experienced in all its wonder and heightened fragility. There the restlessness of the human heart forages in the darkness of divine mystery. There God is allowed to be God and is welcomed, however he chooses to come. Very few of us ai'e called to live as contemplatives in the heart of the church. Those who hear the call and respond to it often find that they have been driven to it by the relentless pursuit of a passionate divine Lover. Happiness would elude them anywhere else. Only there, in the cloister, can they give themselves exclusively to God with all their heart, mind, soul, and strength. Their hidden life behind their monastery walls is the visible reminder of what they have left behind--and journeyed into. So essential is it to the good of the whole that it recedes, almost by necessity, to the background of life's numerous surface activities. Like the heart itself, it is never seen, rarely heard, seemingly still, but always pumping. The heart, one might say, is an appropriate metaphor for monastic enclosure itself. Some of the most vital activity in the entire body takes place within the narrow, confining chambers of the heart. These otherwise empty cavities are formed by the inner contours of the heart's muscle fibers. The constant expansion and contraction of these tissues forces the blood through the chambers Review for Religious and creates enough pressure to make it flow throughout the rest of the body. In a similar way the empty spaces within the cloister are visibly shaped by the rules of monastic enclosure which, firm yet flexible, allow the life of the contemplative community to distinguish itself from the rest of Christ's body in order to perform for it a special function. Here the all-important apostolic dimension of the contemplative life comes to light. The contemplative community plumbs the depths of the Spirit so that the life of the Spirit may flow more freely to all the members of the body. Here the law of inverted magnitudes operates in full force. The contemplative community confines itself in time and space in order to open itself up to and move more deeply into the sacred. This simultaneous movement ("juxtaposition," if you will) of contraction and expansion is at the center of the contemplative experience. Although not everyone is called to live a life of monastic enclosure, all of us are called to foster a contemplative attihade toward life. For us to do so, this dynamic .movement of physical withdrawal and spiritual expansion must somehow come into play for each of us. Active and Contehaplative I began these reflections by stating that my contact with the Redemptoristine community at Esopus has given me a deeper appreciation of the contemplative dimension of my vocation as a Redemptorist, missionary. I also like to think that, in some way, the appreciation has been mutual, giving rise in them to a deeper sense of the apostolic dimension of their lives as contemplative religious. We share a single charism which, although expressed in drastically different lifestyles, brings to light the plentiful redemption wrought for us in the passion, death, and resurrection of Jesus Christ. Contemplative religious, we have seen, live in the very heart of the church. The Redemptoristines, to my mind, do much the same for the apostolic mission of the Redemptorist congregation. Both orders, after all, share common origins and embrace the same motto: Copiosa apud eum redemptio ("With him there is plentiful redemption"). To follow the Lord in his work for the poor and most abandoned (as Redemptorists try to do) is closely tied to being a "living memory" of the risen Lord (as the sisters try to be). Each order focuses on a different dimension of the one redemptive mystery and, for this very reason, is intimately related to the other. Noventber-December 2000 My experience at Esopus has taught me that contemplative religious can best contribute to the apostolic mission of the church by simply being themselves and living whatever Rule they follow with patience, humility, and deep compassion. In doing so, they reveal the depth of their humanity and remind us of the intimacy we are all called to share with the divine. The eucharistic quality of their lives enables them to celebrate the present moment-- whatever it may bring--by sharing the gifts of self-offering and sensitive personal presence. Their life of solitude places them at the very heart of the church's life and ongoing mission. Their enclosed life offers the world a countercultural and eschatological sign of what is still to come, yet somehow already mysteriously present in the deepest recesses of the human heart. Like the Redemptoristines at Esopus, contemplative religious are called to lose themselves in the mystery of the divine in order to find themselves in the face of the very next person they meet. They plumb the depths of human experience in order to move more deeply into the sacred and live in intimate spousal union with their divine Lover. All of them are living reminders of the passion, death, and resurrection of Jesus Christ. All are visible expressions of the church's living memory of what took place in the person of Jesus Christ and takes place today in his body, the church. Theirs is a message for all times, all places, and all circumstances. Those who hear it will recognize the need to foster in themselves a contemplative attitude toward life. Those who do not will miss a unique opportunity to peer beneath the surface of life and behold, as never before, the innermost treasures of the human heart. Review for Religious ANDRI~ MAUREEN SOETE A Vowed Response to the Postmodern World Tphosetm choadrearcnte wriostrilcds asryem bpetionmgs s, taunddie rde aalnitdie ps roofb oeudr bsyo -sccailelend-tists, sociologists, anthropologists, philosophers, and theologians. All seek to understand the reality, foresee the consequences, and arrive at some satisfactory description and response. Since I am not a theologian, scientist, philosopher, or any of the above, I do not claim to understand this reality, much less propose responses. What I offer is simply my own response as a woman religious, specifically a School Sister of Notre Dame. The Situation of Our Age Postmodern issues have been touching us and coming into our consciousness for some time now. Our world is rapidly chang-ing, and what we once thought were objective, unchangeable real-ities are in fact changing. The "way to be" and the "way to do" for the present generation seems so different from our way. What can all this mean to SSND sisters and associates at this time? This time of change may feel like a breakdown. The world has become so different that we may not like it and may question Andr,~ Maureen Soete SSND has ministered in Japan for thirteen years. This article is the address she gave to an assembly of Japanese and North American School Sisters of Notre Dame in Kyoto on 9 January 2000. Her address is 11 ol Kawarada-cho; Matsugasaki; Sakyo-ku; Kyoto 606, Japan. November-December 2000 Soete * A Vowed Response the direction in which it is heading. Envisioning ourselves living in this new age, we may have the feeling that we do not fit, for what we understood as reality is being challenged. This is not just the usual generation-gap experience that we have all probably experienced from one side or the other. This phenomenon has been observed by many since the first hints of it in the 1970s and is obviously a real cultural shift. The choices for different lifestyles, the questioning of what we considered permanent values, and the challenges to our thinking are in some ways unnerving. We may catch ourselves longing for the good old days--the secure structures, the way students "used to be," and the way convent life was. It almost tempts us to choose to respond by retreating--by going back. These times are being described by the word chaos. Some of the chaotic things that people observe and study are political, eco-nomic, and social oppression; poverty, starvation, and unemploy-ment; the oppression of women; the ecological crisis; nuclear threat; secularism, materialism, and the failure of churches to renew themselves and inspire belief. Chaos causes a great deal of anxiety, but it also provides us with the moment and the call to rediscover our real story and our deepest roots. How Our Foundress Would Respond As followers of Mother Theresa Gerhardinger, we can ask ourselves how she would manage in this age, how .she would respond if she were alive today. We know that our answer would have something to do with our charism. What is it that she passed on to us that is ageless? What is the changeless essence that will survive these times and even give us the hope we need to go on? When we think of Mother Theresa responding to her time and day we think of a strong woman of prayer, a woman of God, a woman in touch with the reality and needs of her day, a woman animated and energized by the conviction that women can change the world, a woman who knew that, if people can change, the world can cMnge too. But at the root of all these images of her was her sense of God's desire and call "that all be one." She longed for the oneness of all in God. She was a woman willing to strug-gle for unity on every level. She could see unity in diversity, for she believed in the rights of individuals and the respect due to each person. She learned the Review for Religious lessons essential for real unity--lessons of love, respect, appreci-ation, tolerance, and trust--first from her own parents and later from her mentors Bishop Wittmann and Father Job. These were her models, inspiring her to foster the same values among her sis-ters and her society. It was her commitment to unity and her drive "to make one" that gave her tireless energy for mission, and could give us the same tireless energy. The Postmodern Age The academic world has come to use the term "postmodern" in an attempt to name this period of the world's history because this is the period in which people are reacting to all that is false and untrue, all that has not worked in our familiar modern age. In some way the choice of the name "postmodern" is like calling the butterfly a "postcaterpillar." "Postcaterpillar" might be a suitable name during the period when we observe that the caterpillar is no more, that what was once the caterpillar now seems dead or half dead, changing unaccountably. But once we see the beautiful creature with bright wings emerge, flutter freely, and take flight, we find ourselves calling it a "butterfly." Similarly, because of the lack of clarity about the future, schol-ars describe the present reality by noting changes from the earlier condition.When all of the characteristics of this age become clear and show some coherence, it will be time to give the new period a name. The world may not reach that point in our lifetimes, but I hope that all of us want to be a part of the creation of the new name. We can do that by appropriately influencing, shaping, and creating some of the characteristics that will emerge. I suggest that a principal characteristic must be unity. That same oneness that was Christ's mission and Theresa Gerhardinger's mission must be our mission too. Failure of the Modern Age The modern age promised us that by science and technology, by dividing the whole, dissecting and labeling every part, and con-trasting one thing with another, it could understand and solve the problems of our world and probe the depths of reality. It promised that the world would be controlled and developed and perfected, and that human beings would reach great heights. But science November-December 2000 [--~2 ¯ Soete ¯ A Vowed Response Our prosperity and plenty come to us on the backs of the poor and oppressed. itself has had to admit that the mysteries of the world are far beyond such probing; that our scientific advances have actually destroyed much of our world and have led us to live in fear of some scientific developments; that actually, in spite of all of our sci-entific progress, we have missed opportunities to expand and develop our spiritual and human potential and have inst(ad created horrendous human misery. MI of the human misery in the world today is a sign that these former beliefs are not working. When I think of the oppression, poverty, ecological recklessness, uncontrolled materialism, and other problems of our day, I can understand why a new generation rejects our old answers. When I hear dogmatic pronouncements from our churches or from our governments about how things should be and see that those very pronouncements bring about more division than unity and hope alnong peoples, I can understand why some of my own young nieces and nephews reject them as incomplete, irrelevant, without meaning in their lives. It is probably true that there have always been famines, always children abused, always conflicts among religious groups, always people oppressed and exploited and murdered--but we have not always known about them with such immediate clarity. Now, thanks to advances in technology, we do. We are informed immediately about what is happening around the world. And we know now what the prophets and economists have been telling us for a long time, that our prosperity and plenty come to us on the backs of the poor and oppressed. And now the poor and oppressed know that too. We can see all of the "signs of the times" on our nightly news programs. It is up to us to read them carefully, interpret them honestly, and respond accordingly. If society is not organizing itself so as to be inclusive of all citizens, but chooses rather to be exclusive, then the developments in the world around us must sig-nal that we are going in the wrong direction. If our lack of respect for our environment cries out to heaven and to us in its misery, if our land is no longer fertile, our water is befouled, and our air is poisoned--if we really see and recognize this, we must know that we are going in the wrong direction. Review for Religious If our neglect of the poor and downtrodden causes our edu-cation and healthcare systems to fail, and if our competitive cul-tures make the lives of many people miserable, then all of that neglect and competition must be the wrong direction. If the signs tell me that life the way we have thus far organized it is not work-ing, that nothing succeeds, that my actions effect disaster for oth-ers, I am obviously moving in the wrong direction. After recognizing all of this, what do we do? We must make choices in response to these signs. We can choose to be "the tired ones" who give up to let someone else lead the renewal. We can choose to be "the selfish ones" who create only our own security and pleasure. Or we can choose to be "the hopeful ones" who will look for new possibilities for ourselves and for the world. I want us to be the ones who choose to be hopeful. I think we must con-tinue to believe that human beings hold the potential to create a world that works for all peoples. Our Vows as a Response I think that as vowed religious we might bring new dimen-sions to the thinking about solutions to world problems and could radically affect outcomes--not by seeing ourselves as an elite group distanced from our neighbors by some holy and private choices, by mysterious vows of poverty, celibacy, and obedience, but rather by remembering--and letting ourselves be reignited by--the zeal with which I think we all made our first vows. I mean the per-sonal hope that we would change the world for the better, that we ourselves would bring with us the presence of Christ, that by sharing our love, faith, and hope we would make Christ visible and bring all the world to oneness in God. What happened to that most wonderful zeal and enthusiasm? I think that we religious need to ponder deeply the meaning of our vows and the witness our lives can give, must give, in con-trast to various trends and news events. I think of instances of environmental pollution, of trials for war crimes, of the terroriz-ing of ethnic and religious groups, and of the mother of a young child who could kill another woman's little girl. We seek to be effective in demonstrating hope and bringing it into our world. In a world where millions (including helpless children) suf-fer from the lack of such essentials as food, clothing, shelter, medicine, and education; in a world where people use their wealth November-December 2000 Soete ¯ A Vowed Response to produce more wealth so that they can live in a style that uses up the goods of the earth; in a world where people want more and more and give less and less to the laborers who produce the goods; in a world full of people who throw away and waste without even a thought--in such a world I have promised, we have promised, to use only what we need and to share everything we have. Are we keeping that promise? Would anyone who looks at us, our lifestyles, or our closets notice our choiceto do with less and our willingness to share? Would they be edified, stand in awe of the way that we are keeping our promise? In a world where groups of human beings look upon other groups as lower and with great intolerance seek to get rid of them; in a world where "ethnic cleansing," ways of death, become a way of life for some; in a world where nationalism means that free-dom to be intolerant of the differences of other races or peoples-- in such a world I have promised, we have promised, to love inclusively and to take on Jesus' own reverence and concern for all people, excluding no one. Are we keeping that promise? Would anyone who looks at us, at our way of being with the people with whom we live, at our way of being with the people at our place of ministry, notice our love, tolerance, and respect? Would they be edified and stand in awe of the way we are keeping our promise? In a world where the strong and influential make decisions for the weak; in a world where whole groups of people are not consulted about matters that affect vital areas of their lives; in a world where people are murdered because they disagree--in such a world I have promised, we have promised, to search for God's will and the right direction through dialogue and conversation, con-sultation and collaboration with all concerned. Are we keeping that promise? Would anyone who watches how we lead or partic-ipate in groups of students or teachers or coworkers notice our collaborative style or the way we listen to every person? Wotild they be edified and stand in awe of the way we are keeping our promise? What Then? I have spoken about our vows, emphasizing them as three promises because the term "vows" can sometimes be spiritualized and focused only on our commitment to God. In thinking about them as promises, I had a sense of a great possibility. I began to see Review for Religious that what we promise is more like a radical way that all human beings need to choose if we are to create a world where all people can live with dignity. I Wonder what might happen if we shared these choices of ours more openly among ourselves and witnessed to them more radically with our associates and with our partners in ministry. I am not so sure of our next step. I am not so sure how this small core of friends and others like us might have a good impact on our society and our world. But I think that somehow we can--and I challenge ourselves and others to come alive with that potential. "Striving for Unity" is our charism. We are supposed to be masters of it by now. Why, in our Japan Region alone, if we add up all of our years of religious life, we have more than three thousand years of our SSND lifestyle! I hope that we and others may gather together everyone's good insights and with them create for ourselves an exciting and real-istic dream as we step forward with God into this third millennium. Many of us will probably not be around when the next era gets its name, but--just as we prefer the word "butterfly" to "postcaterpillar" when thinking of the little creature's potential--would we not want the concepts of oneness, tolerance, collaboration, acceptance, and respect to be part of the name given to the next era? Are there initiatives for us to take, or can we at least support and encourage the wonderful people around us who are already dedicating their lives to this conversion and transformation of the earth? Is this not what we want to use our energy and ingenuity for? Is this not a way that we could use our positions as educa-tors and as ministers? Is this not worth the offering of the rest of our lives? We have promised to use only what we need. Are we keeping that promise? November-Decen~ber 2000 LAWRENCE F. BARMANN Mary Ward: Centuries Her Scroll examples from the past Today, amid questions about effective evangelization in the 21st century, about leadership and ~uthority in the Catholic Church, and about women's fuller participa-tion in these efforts and echelons, there is much that can and should be learned from Mary Ward at long last. During her lifetime four hundred years ago, she experi-enced much suffering and failure, but her full contribu-tion to the church and the world seems now to be only beginning. For religious in the United States and else-where who may know little or nothing of this extraor-dinary woman, I hope this article may provide a brief but warm introduction. The recent book I will be draw-ing from and citing is an excellent place to make fur-ther acquaintance with her goodness and truth. I refer to Mary Ward: Pilgrim and Mystic by Margaret Mary Littlehales IBVM) Mary Ward was an English gentlewoman, well-con-nected by birth, and related to many of those who were executed for their part in the ill-conceived Gun Powder Plot of 1605. She was born in Yorkshire in 1585, three years before the defeat of the Spanish Armada and four- Lawrence E Barmann is a professor of American studies and theological studies at Saint Louis Univ, ersity. His address is Humanities Building; 3800 Lindell Boulevard; St. Louis, Missouri 63108. Review for Religious teen years after Pope Pius V's bull Regnans in excelsis made techni-cal traitors out of all English Catholics who claimed allegiance to the pope by inviting them to dethrone Queen Elizabeth. So mar-tyrdom for the faith, or at least willingly accepted hardship for the ability to practice it, became the very atmosphere in which Mary Ward grew to adulthood. Such an atmosphere is often inducive to quick spiritual maturity, and in Mary Ward's case it certainly was. By the time she was sixteen, Mary Ward had developed a strong prayer life and the conviction that God intended her for the religious state in some form. Her parents thought otherwise, and Edmund Neville, heir to the earldom of Westmoreland, became her suitor. After Mary had gently rejected him, Neville became a Jesuit; and at twenty-one she persuaded her father to allow her to go to the continent to try her vocation to religious life. In 1606 Mary arrived at SaintoOmer in the Spanish Netherlands (now northern France), where English Catholics escaping persecution in their homeland had been migrating for decades. Through the advice of misguided confessors, she entered a Poor Clare convent, only to realize within a year that this was not where God intended her to be. In 1609 she returned briefly to England, where she seems to have gained some light about God's choice for her. Upon returning to Saint-Omer with a small group of English women about her own age, she set about doing for women's education what the Jesuits were doing for boys among the emigr~s. She called her community the Institute of the Blessed Virgin Mary, and her specific intention was "to train English girls from Catholic families to be wives and mothers or religious, but all to be apostles for the faith in England." She was convinced that women were quite as capable of edu-cation as men, though she thought they did not need precisely the same courses. For Greek and Hebrew she substituted modern lan-guages, and for physical training, dancing. Moreover, she set about having her own followers trained to teach such things. In the patri-archal world and church of the 17th century, this was considered wildly innovative and thus suspect; and so the church authorities, who alone could approve her work as a religious institute, were to make Mary pay dearly for such innovation. Once, in 1617, after hearing a Jesuit priest comment on the work of her schools that, "when all is done, they are but women," Mary remarked calmly but with conviction: "There is no such dif- November-Decen~ber 2000 Barmann ¯ Mary Ward ference between men and women that women may not do great things . And I hope in time to come it will be seen that women will do much . What think you of this word 'but women'? but as if we were in all things inferior to some other creature which I suppose to be man." Mary Ward's convictions about this and much else were drawn not primarily from books and debates, but from her intense relationship with God and from his grace working through her wonderfully balanced and prophetic personality. As the schools grew and young women increasingly wished to join Mary Ward's community, she needed to settle on some rule of life. By 1611 already about forty women had cast their lots with hers. Both the local bishop and her confessor tried to force her to adopt either the Augustinian, Benedictine, Franciscan, or Carmelite rules. To these urgings she could only respond that "they seemed not that which God would have." These "English Ladies," as they were now commonly called by their supporters (or "Jesuitesses," by their detractors), could not have adopted any of those earlier rules for women and continue to do the work to which they were called; all four rules as they were applied to women in those days required canonical enclosure. Finally Mary Ward had her answer, and it was to lead to incredible suffering for the remainder of her life. To the papal nuncio in Cologne, Monsignor Albergati, she explained: About this time, in the year 1611, being alone in some extraordinary repose of mind, I heard distinctly not by sound of voice, but intellectually understood, these words: "Take the same of the Society"; so understood as that we were to take the same both in matter and manner, that only excepted which God by diversity of sex hath prohibited. These few words gave so great a light in that particular institute, comfort and strength, and changed so the whole soul as that it was impos-sible for me to doubt, but that they came from Him whose words are works. Mary Ward's conviction that God intended her to adopt the Jesuit Rule to her institute of religious women and to do her spe-cial work in the world rather than in a cloister was what 17th-cen-tury western Europe obviously needed if it were to remain at all Catholic. But it was a conviction far in advance of the convictions of most of the male authorities in post-Reformation Rome. Furthermore, the Jesuits had managed to incur the jealous wrath of the secular clergy in England, and these latter pursued Mary with calumnious accusations simply because she intended to estab-lish a female religious congregation based on Jesuit principles. Review for Religious These calumnies found a ready hearing in Rome. The Jesuits them-selves were ambivalent about her institute, sometimes being extremely helpful and sometimes joining the enemy. In 1622 Mary Ward finally met the Jesuit general, Mutius Vitelleschi, who was deeply and permanently impressed by her. Henceforth the Jesuit general would instruct his men to be supportive of Mary's work and gracious to her, short of such involvement as might lead to a sort of second order--something St. Ignatius Loyola had strictly for-bidden. Meanwhile Mary's institute had established schools not only in Saint-Omer, but in Liege and Rome, and would soon have houses in Naples, Perugia, Munich, Vienna, Pressburg, and elsewhere. Mary herself, always of delicate physical constitution, went back and forth across the Alps, mostly on foot, frequently in winter and in the midst of the Thirty Years War, in order to strengthen and encourage her followers; while at the same time she worked tirelessly to gain the necessary support of bishops, the Roman curia, and the pope, for the approval of her institute. The number of high-placed clerics who opposed her for reasons that had nothing to do with reli-gion, or even good sense, always outnumbered those who sup-ported her. The bishop of Vienna, for instance, wrote to Rome in 1628 to complain that the English Ladies had opened a school there without his peymission (though they had the emperor's per-mission and he had even given them a house and funds) and that the girls in Mary Ward's school had actually performed publicly in a comic school play! With the Catholic religion collapsing in central Europe, a bishop's jealousy of his rights against the only Catholic ruler of any weight in the region would ultimately prevent the Catholic education of young women in the empire. Of popes with whom Mary had to deal, Urban VIII, who would condemn Galileo at Mary Ward's conviction that God intended her to adopt the Jesuit Rule to her institute of religious women was what 17th-century western Europe obviously needed if it were to remain Catholic. November-December 2000 Barmann ¯ Mar~ Ward about the same time that he condemned Mary Ward, was the most duplicitous. She first had an audience with Urban in 1624, in which she pleaded for approval of her institute and in which Urban smiled and smiled and totally misled her about his intentions. Eventually he ordered the suppression of all of her houses and the dissolution of her institute, and this merely on the basis of English clerical calumnies and calumnies spawned by the hurt pride of ambitious continental clerics. Mary herself was eventually imprisoned as a heretic in a Poor Clare convent in Munich, by order of the Roman Inquisition. There she nearly died, though she so impressed the resident Poor Clares that they knew she was anything but a heretic. Meanwhile, her followers were being systematically driven from their houses and were mostly on the verge of starvation. Having at length been released from prison, Mary set out at the end of 1631 for Rome in order to clear her good name for the sake of what she hoped might be the future of her institute. Kneeling at Urban's feet she burst out, "Holy Father, I am not nor ever have been a heretic." At which the pope interrupted, "We believe it, we believe it; we need no other proof." He also allowed the institute to continue (under private vows) in Rome and under his protection. In 1637 Mary Ward set out again for England, though it would be May of 1639 before she actually got there. She sought a letter from Pope Urban to give to Queen Henrietta Maria to gain the queen's support for her institute. The letter Mary received speaks of her as "one much esteemed in Rome both for her well-known qualities and piety, which will without doubt cause Your Majesty to see and hear her." This was the same Rome which, only half a dozen years earlier, had imprisoned her as a heretic and decreed the destruction of her life's work. The queen did receive Mary gra-ciously, but within a year the country would be in the throes of political ttirmoil that would end in civil war and the execution of the king. Without completely abandoning her hope of establishing a school in London, Mary went north to Yorkshire in 1642, and there she died at Osbaldwick, a short distance from the city of York, on 20 January (old style) 1645. After her death Mary Ward's institute did in fact flourish, and finally, in 1977, after a wait of 366 years, the Institute of the Blessed Virgin Mary was able to realize Mary Ward's original insight and founder's charism by adopting the Jesuit Constitutions, and with the blessing of the Jesuit general, Pedro Arrupe. Margaret Mary Review for Religious Littlehales's study of Mary's Ward's life reveals many things. It reveals the costliness, but also the great happiness, of completely abandoning oneself to God. It also demonstrates that, within the external church structure, official authority can be quite wrong, but probably less so in proportion to the genuine humility of its wielders. Mary Ward's life demonstrates incontrovertibly that God's intended purposes are often achieved through the near annihilation of the human instruments of that achievement. Christians should not be surprised by this, for such was the case with God's own Son. Contemporary religious, both men and women, can find great encouragement and inspiration in the life of this saintly English woman. Dorothy Day did, and she even titled her own autobiog-raphy with a remark Mary Ward once made as she pondered what lay ahead of her as a young woman bent on seeking only God's will--"the long loneliness." Note 1 Margaret Mary Littlehales, Mary Ward, Pilgrim and Mystic, 1~8Y- 164~ (Tunbridge Wells, England: Burns and Oates, 1998). Pp. 272. £18.95. Patrimony my patrimony is a deity unknown whose name I cannot pronounce communicated to me in stuttering speech, in fits of temper and in weeping, in so many questions unleavened by answers in silence and in absence by those struck dumb and those afraid to speak Sefin Kinsella November-December 2000 STAN PARMISANO St. Catherine's Letters: Human Love, Gracious Authority One level of St. Catherine of Siena, perhaps her deepest, is revealed in her Dialogue.' But this great work, whether in the original or in proper translation, is strange fare for many mod-ern readers. Its subject matter--mystical union with the Trinity in and through Christ--is high and heavy and, I should think, attractive only to the relatively few seriously intent upon such union. Its language often includes words and phrases borrowed from the scholastic theology of the day, though Catherine's orig-inal genius keeps breaking through, giving new form to old mat-ter. The book is also rife with personification and allegory (Christ the Bridge, the Tree of Life, Vineyard of the Soul, and so forth)-- fun for the medieval reader, but dry and tedious for today's read-ership. Also, in the Dialogue Catherine is quite formal and impersonal. The lively, dynamic personality recorded in history is certainly there, but it has to be searched out, for it is hidden in the shadow of the great Truth she labors to expound. She herself is merely un'anirna in the mighty presence of her God. Her letters are a different matter.2 They are personal--writ-ten not by an anonymous "soul," but by the flesh-and-blood Catherine. Io Caterina rings throughout, addressed not to people in general, but to here-and-now individuals. The letters evoke wide and popular interest. They deal with Catherine's own life Stan Parmisano OP wrote about theology and faith in our September- October issue. His address remains Saint Albert's Priory; 5890 Birch Court; Oakland, California 94618. Revie'a, for Religiou, and visible experiences and with details about life around her, social and political as well as spiritual. Their language is not borrowed from or freighted with outmoded rhetorical devices, but is pleas-ingly spontaneous and informal, as alive today as in Catherine's own time. On the whole the letters are original. They are Catherine, in every vibrant word and phrase--simple, nuanced, various, alive with passion for the truth, and the truth in particu-lar situations. They are "unliterary," to be sure, for they were talked, not written, by our unlettered saint, but they are clear and coherent, direct and firm, though also tactful. Catherine sometimes digresses, loses the train of her thought, but she never really rambles on or gossips. She has little time for light conversation ("Let us run, let us run, for the time is short!"), and her central point is almost always clear and precise. Though each of her letters is unique, many of them fall into a common pattern. They begin with Jesus, and with Catherine as the slave of the servants of God--never, for Catherine, a mere pious formula, but always freshly genuine. Then she often seems to lose herself in the contemplation and exposition of one of the mysteries of faith, which, however, turns out to be pertinent to the subject of the letter. Soon she comes to the question at issue, and, if in the initial paragraphs she was high and spiritual, peacefully contemplative, now she is very much the active apostle dealing practically and in detail with earthy mat-ters. She ends with statements of love and concern for her corre-spondent, placing all in the hands of God: "Bathe you in the blood of Christ crucified. Sweet Jesus, Jesus Love." The letters reveal the breadth as well as depth of Catherine's concerns, and her marvelous ability to adapt, with no compromise of ideal, to various situations and personalities. To a little niece she writes in gentle, childlike simplicity about the wise and foolish virgins in the Gospel and the lamps they bear: "Do you know what this means, my daughter? By the lamp is meant our heart, because a heart ought to be like a lamp. You see that a lamp is wide above and narrow below, and so the heart is made to signify that we ought always to keep it wide above through holy thoughts and holy imaginations and continual prayer; always holding in mem-ory the blessing of the Blood by which we are bought . I said . simple, nuanced, various, alive with passion for the truth, and the truth in particular situations. November-December 2000 Parmisano ¯ St. Catherine's Letters that a lamp is narrow below, and so is our heart: to signify that the heart ought to be narrow toward these earthly things--that is, it must not desire or love them extravagantly, nor hunger for more than God wills to give us" (letter no. 23). To Alessa, as to other of her women disciples, she sends prac-tical advice about the religious life, which is to be lived "both with and without moderation . For love toward God should be with-out measure, and that for creatures should be measured by that for God, and not by measure of one's own consolations, whether spiritual or temporal." And how manage this? "Make two homes for yourself, my daughter: one actual home in your cell, that you go not running about into many places, unless for necessity, or for obe-dience to the prioress, or for charity's sake; and another spiritual home, which you are to carry with you always." This last, she con-tinues, is "the cell of true self-knowledge," embracing both the knowledge of God and the knowledge of self, "two cells in one. ¯ and when abiding in the one you must abide in the other, for oth-erwise the soul would fall into either confusion or presumption. For, if you rested in the knowledge of yourself, confusion of mind would fall upon you; and, if you dwelt in the knowledge of God alone, you would fall into presumption" (no. 49). Still within the uncompromising truth and love of Jesus, but with some relevant adaptation, she writes in a much different vein to Sir John Hawkwood, the English soldier of fortune who was the scourge of the Italian city-states. She begs him to leave "the service and pay of the devil., and take the pay and the cross of Christ crucified." He is a soldier; let him remain such, but let him now become Christ's knight: "I beg you, then, gently in Christ Jesus, that, since God and also our Holy Father have ordered a crusade against the infidels and [since] you take such pleasure in war and fighting, you should not make war against Christians any-more-- for that is wrong to God; but go against the infidels. For it is a great cruelty that we who are Christians, and members bound in the body of Holy Church, should persecute one another." And she concludes abruptly but quite aptly with a subtle undertone of warning against his soldiering altogether: "I beg you, dearest brother, to keep in memory the shortness of your time." Her final words are as usual: "Remain in the holy and sweet grace of God. Sweet Jesus, Jesus Love" (140). To that formidable woman of the world Queen Joanna of Naples, who first sided with Clement, then Urban, then with Review for Religious Clement again in their rival claims on the papacy, Catherine writes in a similar manner, but with deeper sorrow and fiercer passion: "Dearest Mother--mother, I say, insofar as I see you to be a faith-ful daughter of Holy Church--it seems to me that you have no mercy on yourself. Ah me! because I love you I grieve over the evil state of your soul and body. I would willingly lay down my life to prevent this cruelty. Many times I have written to you in compassion, showing you that what is shown you for the truth is a lie; and the rod of divine justice., is ready for you if you do not flee so great a wrong. It is a human thing to sin, but perseverance in sin is a thing of the devil . Be merciful, ah, be merciful to yourself]. I say no more to you. Remain in the holy sweet grace of God. Sweet Jesus, Jesus Love" (348). She writes differently to Gregory xI than at a later date she would write to Urban vI. Gregory was weak and vacillating, and so in her letters to hi~n she exhorts him to be "manly" and firm in his high office of supreme pontiff: "Be manly in my sight, and not timorous . I, Catherine. write you in his precious Blood, desiring to see you a manly man (uomo virile) without any servile fear." And, when Gregory hesitates in his resolve to return to Rome for fear of being poisoned there, Catherine reminds him that there are other, more terrible kinds of poison; and at any rate there's as much poison "on the tables of Avignon . as on those of Rome!" (229, 239). Urban, on the other hand, from the start of his pontificate was already betraying that spirit of anger and vindictiveness that would end in personal revenge, violence, and mt~rder. One had written to Catherine after the election of Urban: "It seems that our new Christ is a terrible man." In her first letter to him, Catherine appears to be aware of this and shapes her words accordingly: "Next I beg you, and constrain you by the love of Christ crucified, as to those sheep who have left the fold--I believe for my sins-- that, by love of that Blood of which you are made minister, you delay not to receive them in mercy, and with your benignity and holiness force their hardness; give them the good of bringing them back to the fold, and, if they do not ask it in true and perfect humility, let Your Holiness supply for their imperfection. Receive from a sick man what he can give you" (291). Religious life is to be lived "both with and without moderation." November-December 2000 Parmisano * "St. Catherine's Letters She writes to William Flete and other hermits at Laceto a gem of a letter begging them to leave for a time the peace and quiet of their forest retreat and come to Rome on pilgrimage in support of Urban. She desires them so to lose themselves as to seek "nor peace nor quiet elsewhere than in Christ crucified." If out of piety they are loath to leave their solitary life, they must know that there are woods and forests aplenty in and around Rome! (326). To Raymond of Capua, her Dominican soul brother and dearest friend, she writes in every which way: tenderly, pas-sionately, in joy, in anger; now as a scolding mother, now as his obedient daughter, now reproving him for cowardice and want of faith, now exposing her own weakness and want of love. And, often uncomfortably for Raymond, always she wants him together with herself to die a martyr: "I tell you, sweetest Father, that, whether we will or no, the time we are living in enjoins us to die, so do not live any longer." (333). Catherine's Human Love This last suggests one of two facets of Catherine's personality that may prove especially problematic for the modern reader of her letters, namely, the quality of her human love. The spontane-ity, passion, naturalness, and totality of her love for the Person of Christ is beyond question: she is quite literally consumed, body and soul, with love for Him, who is mad (pazzo), drunk (ebro) with love for her. But, when it comes to lesser*folk, her native inclina-tions seem to be oversupernaturalized, and her love may appear forced and lacking in the milk of human tenderness and warmth and understanding. This would explain the extreme discomfort she experiences when ordered by the Lord to leave her solitary life and give to others the same love that she gave to

This book takes both a global as well as a local perspective in assessing the impacts of climate change on the economy, agricultural sector, and households in three of the MENA countries; Syria, Tunisia and Yemen. The major channels of impact for global climate change are through changing world food (and energy) prices, especially since all the countries under analysis are or have become net importers of oil and petroleum products and many food commodities in recent years. The impacts of local climate change decrease crop yields in the longer run and through them, productivity in the agricultu

Authors' introductionAlthough Latinas/os have a long history in the United States and represent a growing percentage of the population, they remain largely invisible or stereotyped in popular images and discourses. Ahistoric, fragmented, and individual‐level perspectives often frame Latina/o migration, education, and activism and thus negatively influence public perceptions and policy. Fortunately, over the past 30 years, scholars in disciplines such as sociology, history, Chicana/o–Latina/o Studies, and Latin American Studies have done much to remedy these gaps and misperceptions. However, for a broad and inclusive approach to understanding the structures influencing Latina/o lives and communities, we believe that more work is needed to connect these scholarly developments which are often separated by academic divisions. Thus, we recommend the following materials that together offer a multidisciplinary and multifaceted framework that highlights the significance of global capitalism and white supremacy on Latina/o immigration, education, and activism. Key to this framework is a movement away from individual‐level arguments and assimilationist perspectives to an emphasis on US imperialism, economic exploitation, and schooling within capitalism. By broadening the frameworks for analysis and linking together the factors shaping Latina/o migration, education, and activism, we emphasize the systems of power and inequality that influence the lives of marginalized communities, without losing sight of the legacy of resistance in Latin America and the United States.Suggested textsTomas Almaguer, Racial Fault Lines: The Historical Origins of White Supremacy (Berkeley, CA: University of California Press, 1994).Using primary and secondary sources, this book traces the distinct racialized experiences of Native Americans, Mexican Americans, African Americans, Asian Americans, and European Americans in late‐19th century California. Almaguer focuses on the material and ideological basis of group placement and delivers one of the few theoretical works on the factors shaping the multiracial hierarchy that characterizes the history of California.Antonia Darder, Reinventing Paulo Freire: A Pedagogy of Love (Boulder, CO: Westview, 2002).This engaging book roots contemporary schooling to global capitalism and racism. In it, Darder draws on the legacy of renowned Brazilian educator Paulo Freire to offer powerful reflections and examples from today's teachers who are practicing liberatory education in the struggle for social and economic justice.Gilbert G. Gonzalez, Chicano Education in the Era of Segregation (Philadelphia, PA: Balch Institute Press, 1990).This foundational book is devoted to the history of Chicana/o education and traces the roots of inequality in education from the early 1900s to Mendez v. Westminster, the landmark desegregation case in 1947. Gonzalez uses historical documents and dissertations to detail the historical relationships between capitalism, sociological theories, and school practices in reproducing a classed, raced, and gendered labor market. He placed particular attention on Americanization Programs, segregated schooling, vocational education, and the political economy. The book ends with an analysis of the role of parents, community, and various organizations in the eventual elimination of de jure segregation for Mexican American students in schools.Juan Gonzalez, Harvest of Empire: A History of Latinos in America (New York, NY: Penguin Books, 2001).Employing a hemispheric approach, journalist Juan Gonzalez analyzes the close connection between US imperial expansion and Latino/a migration. As part of the harvest of empire, Gonzalez examines migration from various countries, including Mexico, Puerto Rico, the Dominican Republic, and Cuba, focusing on the macro‐structural factors that have led to migration.'History and Critical Pedagogies: Transforming Consciousness, Classrooms, and Communities', Radical History Review, 102 (Fall 2008).This special journal issue explores how scholars and activists have used critical pedagogies to challenge unequal power relations in classrooms and communities. A number of articles provide concrete reflections and strategies such as drama‐based pedagogies, service‐learning, and community‐based projects. Interviews with scholars and activists demonstrate how praxis has the power to transform society and popular education employs an asset‐based approach to education.Pierrette Hondagneu‐Sotelo, Doméstica: Central Americans Cleaning and Caring in the Shadow of Affluence (Berkeley, CA: University of California Press, 2001).This qualitative study focuses on the lives and experiences of domestic workers and the people who employ them. After beginning with an important overview of the historical, economic, and political context shaping Central American migration and the service industry, Hondagneu‐Sotelo provides an in‐depth and nuanced analysis of domestic work and employee‐employer relationships. She ends the book with crucial strategies for improving the occupation and examples of labor organizing among Los Angeles‐area domestic workers.Enrique C. Ochoa and Gilda L. Ochoa, eds., Latino Los Angeles: Transformations, Communities, and Activism (Tucson, AZ: University of Arizona Press, 2005).This collection of articles examines diverse Latina/o communities in the greater Los Angeles regions and their formations and activism in the context of global capitalism. The first section examines how migration is connected to macro factors including US foreign policy and capitalist restructuring. The second section explores community and identity (re)formation. The final section examines multiple forms of activism, with articles on the struggle for Chicana/o Studies at UCLA, Justice for Janitors, and labor and community alliances with day laborers.Suggested videos El Norte (1983)This now‐classic feature length film by Gregory Nava traces the harrowing experiences of a young brother and sister as they migrate from Guatemala to the United States. Along with capturing their trying experiences crossing multiple borders, the film also details the struggles they encounter as they try to adjust to the hardships of life in the United States, including their distinct gendered experiences. We recommend combining this film with a discussion of the increased border deaths accompanying the growing criminalization of immigrants and the militarization of the Guatemala–Mexico and the Mexico–United States borders. Fear and Learning at Hoover Elementary (1997)In this documentary, Director Laura Angelica Simon details the contemporary impact of anti‐immigration policies and debates on students and teachers at a Los Angeles elementary school. The documentary was made during the 1990s when California was in the midst of an economic recession and citizens were voting on Proposition 187, an initiative that sought to deny social services to undocumented immigrants. It is a powerful teaching tool that includes students' voices and experiences; however, we suggest combining the video with some historical background on US military, economic, and political involvement in Latin America. Viewers might also be encouraged to deconstruct some of the director's images, interview questions, and racially loaded language. Made in L.A. (Hecho in Los Angeles) (2007)This documentary follows the lives of three inspiring Latina garment workers originally from Mexico and El Salvador and their participation in the 3‐year struggle for labor rights. In the process of organizing through the Garment Worker Center for basic labor protections from the trendy clothing retailer Forever 21, the women become increasingly empowered – resulting in one who separates from her husband and another who becomes an organizer. Woven throughout their narratives are the historical struggle of garment workers, the role of nation‐states in dividing families, and the power of coalition building. Salt of the Earth (1954)This feature‐length move is based on an actual labor struggle of the era. It examines the intersections of class, race/ethnicity, and gender as a primarily Mexicana/o community goes on strike and struggles with historic patriarchy to unify against the large mining company that dominates their lives. The movie deals with the legacy of US conquest of the Southwest and capitalist expansion in the region, while showing how communities have struggled to challenge inequalities. Salt of the Earth was made by artists shunned during the McCarthy era and the movie was not played widely in the United States. Much of the cast were not professional actors but were workers and union activists involved in the strike. Taking Back the Schools (1996)This documentary focuses on the 1968 Chicana/o School Blowouts where over 10,000 East Los Angeles students walked out of their high schools demanding bilingual‐bicultural education, more Mexican American teachers, relevant curriculum, accurate textbooks, and the end of curriculum tracking and prejudiced teachers who steered Mexican Americans into vocational classes. It uses original footage from the walkouts and contemporary interviews with the student organizers. It also highlights the precursors to the walkouts such as a history of Spanish language repression and de jure and de facto segregation in schools. Voces inocentes/Innocent Voices (2005)Set in 1980s El Salvador, the movie follows the life of a young boy during the Civil War. It deals with the impacts of war and US intervention on youth.Suggested websites David Bacon, 'Uprooted and Criminalized: The Impact of Free Market on Migrants,'Backgrounder The Oakland Institute (Autumn 2008) http://www.oaklandinstitute.org/pdfs/backgrounder_uprooted.pdf Renowned journalist and activist David Bacon provides a lively analysis of the link between free trade policies and migration. Drawing on his years of activism and journalism, Bacon underscores the human toll of free trade and migration while laying bare the system that undergirds it. Several powerful photographs complement the report. In Motion Magazine‐Education Rights Section http://www.inmotionmagazine.com/er.html In Motion Magazine is a multicultural progressive on‐line magazine dealing with democracy. Harvard education professor Pedro Noguera co‐edits the Education Rights section to provide 'a forum for activists, educators, parents and students who are searching for alternative ideas to the challenges confronting education today.' Mexican Labor News and Analysis (MLNA) http://www.ueinternational.org/Mexico_info/mlna.php MLNA publishes the latest news on labor and social justice issues in Mexico. It emphasizes labor and working class struggles and does an excellent job of tracking strikes, demonstrations, and demands for social justice. MLNA is published in conjunction with the Authentic Labor Front in Mexico and the United Electrical Workers in the United States. ICED (I Can End Deportation) http://www.icedgame.com This an educational game deals with combating deportation. It focuses on several New York City youth and their struggles. Players must answer a series of questions on immigration and avoid ICE agents. Background lesson material is provided and is aligned with the New York State Standards. Rethinking Schools http://www.rethinkingschools.org/ Rethinking Schools is a monthly publication committed to educational equality and the vision of the public school as foundational in a democratic society. Articles are published by teachers, activists, parents, and students on a wide range of issues affecting schools. In addition to the monthly magazine, it publishes a broad range of progressive educational materials dealing with educating working class students of color.Sample syllabusMost general courses should include materials on Latinas/os especially given the historical presence and the contemporary growth of the population. For example, the following sections, topics, and reading could be incorporated into any of the following courses: Introduction to Sociology, Sociology of (Im)Migration, Sociology of Education, Race and Ethnicity, Social Movements, and Chicanas/os‐Latinas/os in the United States.Section 1: Chicana/o‐Latina/o Identities in the U.S.Topics: Latina/o Heterogeneity; Pan‐ethnicity; Identity Formation; Multiple Identities; Racial FormationReadings:Aurora Levins Morales, 'Child of the Americas,' in Race, Class, and Gender in the United States, ed. Paula Rothenberg (New York, NY: St. Martin's Press 2001), 660–661.Pat Mora, 'Legal Alien' in Making Face, Making Soul, Haciendo Caras: Creative and Critical Perspectives by Feminists of Color, ed. Gloria Anzaldúa (San Francisco, CA: Aunt Lute Foundation, 1990), p. 376.Martha E. Gimenez, 'Latino/Hispanic – Who Needs a Name?' in Latinos and Education: A Critical Reader, eds. Antonia Darder, Rodolofo D. Torres, and Henry Gutiérrez (New York, NY: Routledge, 1997), 225–238.Gilda L. Ochoa, ' "This is Who I Am": Negotiating Racial/Ethnic Constructions' in Becoming Neighbors in a Mexican American Community: Power, Conflict, and Solidarity (Austin, TX: University of Texas Press, 2004), 70–97.Anulkah Thomas, 'Black Face, Latin Looks: Racial‐Ethnic Identity among Afro‐Latinos in the Los Angeles Region' in Latino Los Angeles: Transformations, Communities, and Activism (Tucson, AZ: University of Arizona Press, 2005), 197–221.Bernadete Beserra, 'Negotiating Latinidade in Los Angeles: The Case of Brazilian Immigrants' in Latino Los Angeles: Transformations, Communities, and Activism (Tucson, AZ: University of Arizona Press, 2005), 178–196.Cherrie Moraga, 'La Güera' in Loving in the War Years (Boston, MA: South End Press, 1983), 50–59.Nicholas De Genova and Ana Y. Ramos‐Zayas, Latino Crossings: Mexicans, Puerto Ricans, and the Politics of Race and Citizenship (New York, NY: Routledge, 2003).Section 2: Theorizing and (De)Constructing Popular Conceptions of Latinas/os and Latin AmericaTopics: White Supremacy; Manifest Destiny; The Social Construction of Race; Dominant Conceptions of Immigration; Linking Migration, Education, and ActivismReadings:Tomás Almaguer, Racial Fault Lines: The Historical Origins of White Supremacy (Berkeley, CA: University of California Press, 1994).Clara E. Rodríguez, Changing Race: Latinos, the Census, and the History of Ethnicity in the United States (New York, NY: New York University Press, 2000).Leo R. Chavez, Covering Immigration: Popular Images and the Politics of the Nation (Berkeley, CA: University of California Press, 2001).Gilda L. Ochoa and Enrique C. Ochoa, 'Framing Latina/o Immigration, Education, and Activism', Sociology Compass. 1/2 (2007), 701–719.Section 3: US Imperialism and Capitalist Expansion in Latin AmericaReadings:Gilbert G. Gonzalez, Culture of Empire: American Writers, Mexico, Mexican Immigrants (Austin, TX: University of Texas Press, 2003).Laura Briggs, Reproducing Empire: Race, Sex, and Science and U.S. Imperialism in Puerto Rico (Berkeley, CA: UC Press, 2002).Robert G. Williams, Export Agriculture and the Crisis in Central America (Chapel Hill, NC: University of North Carolina Press, 1988).Juan Gonzalez, Harvest of Empire: A History of Latinos in America (New York, NY: Penguin Books, 2001).Greg Grandin, Empire's Workshop: Latin America, The United States, and the Rise of the New Imperialism (New York, NY: Metropolitan Books, 2006).Walter LaFeber, Inevitable Revolutions: The U.S. in Central America (New York, NY: W.W. Norton, 1993).Héctor Tober, Tattooed Soldier (New York, NY: Penguin Books, 2000).Judith Adler Hellman, Mexican Lives (New York, NY: The New Press, 1995).David Bacon, Illegal People: How Globalization Creates Migration and Criminalizes Immigrants (Boston, MA: Beacon Press, 2007).Video: Voces inocentes/Innocent Voices (2005)Section 4: Politics, Economics, and Latin American Migration to the U.S.Topics: The 'Revolving Door Strategy;' Economic Restructuring; Transnational Ties; Gender and Migration; Undocumented MigrationReadings:Saskia Sassen, Globalization and Its Discontents: Essays on the New Mobility of People and Money (New York, NY: New York University Press, 1998).Maria Cristina García, Seeking Refuge: Central American Migration to Mexico, the United States, and Canada (Berkeley, CA: University of California Press, 2006).Jonathan Fox and Gaspar Rivera‐Salgado. Indigenous Mexican Migrants in the United States (San Diego, CA: Center for Comparative Immigration Studies, 2004).Joseph Nevins, Dying to Live: A Story of U.S. Immigration in an Age of Global Apartheid (San Francisco, CA: City Lights Publishers, 2008).Robert Courtney Smith, Mexican New York: Transnational Lives of New Immigrants (Berkeley, CA: University of California Press, 2006).Cecilia Menjívar, Fragmented Ties: Salvadoran Immigrant Networks in America (Berkeley, CA: University of California Press, 2000).Pierrette Hondagneu‐Sotelo, Doméstica: Central Americans Cleaning and Caring in the Shadow of Affluence (Berkeley, CA: University of California Press, 2001).Leon Fink, The Maya of Morgantown: Work and Community in the New South (Chapel Hill, NC: University of North Carolina Press, 2003).Gloria González‐Lopez, Erotic Journeys: Mexican Immigrants and their Sex Lives (Berkeley, CA: University of California Press, 2005).Video: El Norte (1983)Section 5: Latinas/os and Education: Schools as Reproducers of InequalityTopics: Americanization Programs; De Jure and De Facto Segregation; Curriculum Tracking; Education and Globalization; Raced and Gendered Experiences; Undocumented YouthReadings:Gilbert G. Gonzalez, Chicano Education in the Era of Segregation (Philadelphia, PA: Balch Institute Press, 1990).Antonia Darder, Reinventing Paulo Freire: A Pedagogy of Love (Boulder, CO: Westview, 2002).Michael W. Apple, Educating the 'Right' Way: Markets, Standards, God, and Inequality (New York, NY: Routledge Falmer, 2001).Gilda G. Ochoa, Learning from Latino Teachers (San Francisco, CA: Jossey‐Bass Publishers, 2007).Angela Valenzuela, Subtractive Schooling: U.S.‐Mexican Youth and the Politics of Caring (Albany, NY: State University of New York Press, 1999).Nancy Lopez, Hopeful Girls, Troubled Boys: Race and Gender Disparity in Urban Education (New York, NY: Routledge, 2003).Gabriela Madera, Angelo A. Mathay, Armin M. Najafi, et al. Underground Undergrads: UCLA Undocumented Immigrant Students Speak Out (Los Angeles, CA: UCLA Center for Labor Research and Education, 2008).Videos:The Lemon Grove Incident (1986)Mendez v. Westminster (2004)Taking Back the Schools (1996)Fear and Learning at Hoover Elementary (1997)Section 6: Latina/o Resistance and ActivismTopics: Responses to U.S. Imperialism; union and grassroots activism; school integration; cross‐border organizingWillia V. Flores and Rina Benmayor, Latino Cultural Citizenship: Claiming Identity, Space, and Rights (Boston, MA: Beacon, 1997).Mary Pardo, Mexican American Women Activists: Identity and Resistance in Two Los Angeles Communities (Philadelphia, PA: Temple University Press, 1998).Ruth Milkman, L.A. Story: Immigrant Workers and the Future of the Labor Movement (New York, NY: Russell Sage Foundation, 2006).Milagros Peña, Latina Activists Across Borders: Women's Grassroots Organizing in Mexico and Texas (Duke University Press, 2007).Guadalupe San Miguel Jr., Brown, Not White: School Integration and the Chicano Movement in Houston (College Station, TX: Texas A.M. Press, 2001).Kara Zugman, 'Autonomy in a Poetic Voice: Zapatistas and Politics Organizing in Los Angeles', Latino Studies. 3 (2005): 325–46.Videos:Salt of the Earth (1954)Bread and Roses (2000)Made in L.A. (2007)Focus questionsWhat are the dominant images of Latina/o migration, education, and activism? From where do these images emerge? Why do they exist? Who benefits from them? How have they changed over time? What are their impacts? How are these images being challenged?What connections can be made between Latina/o migration, education, and activism? What theoretical frameworks can be used to understand each one individually and the three of them collectively? What are the relationships between Latina/o migration, education, and activism?Discuss the value of adopting a historical, economic, and political framework of Latina/o migration, education, and activism. Assess the value of applying a similar framework to other contemporary topics.Compare and contrast the similarities and differences that exist among Latinas/os in the United States.How does centering the history and experiences of Latinas/os enhance your understanding of race/ethnicity, class, and gender?Looking toward the future, what do you think will be the state of Latina/o migration, education, and activism in the next ten years? What led you to these hypotheses? What do you need to know to address this question? What do you hope will be the state of Latina/o migration, education, and activism in the next 10 years? Why? How does your desire compare with the desires conveyed in the videos or readings? What might account for these shared or different hopes?Note
* Correspondence address: Pomona College. Email: glo04747@pomona.edu

Nel 1990 il Mediterraneo aveva una popolazione costiera pari a 146 milioni e alcuni studiosi, nel 1998, avevano stimato che la popolazione urbana costiera avrebbe potuto aumentare di almeno altri 30 milioni di abitanti entro il 2025 con ulteriori 350 milioni di turisti all'anno (Hinrichsen, 1998). Nel 2005 il dossier redatto dall'UEP/MAP (Plan Bleu, 2005) ha ridimensionato tali valori, dimostrando che entro la stessa data saranno 20 milioni le persone che andranno ad aggiungersi alla popolazione residente, così come ulteriori 137 milioni di turisti si uniranno ai 175 milioni già presenti, e particolarmente i litorali. L'analisi di questi dati mostra inoltre che il 75% degli abitanti dei paesi prospicienti il Mediterraneo vive in aree costiere (in Italia il valore è compreso tra il 60 e il 70%). La fascia costiera italiana, che si sviluppa per oltre 7500 km, oltre ad essere caratterizzata da paesaggi di eccezionale valore naturalistico, ospita quindi anche una consistente parte delle risorse economiche nazionali, con importanti centri urbani e industriali, infrastrutture e attività turistiche. Gli scenari descritti, specie dopo i recenti report inerenti ai cambiamenti climatici in atto sull'intero globo (IPCC, 2007), hanno posto serie problematiche nella gestione della risorsa costiera e nella valutazione dei possibili rischi associati. Comprendere come la costa è destinata ad evolvere ha assunto perciò un'importanza strategica. Le ricerche interdisciplinari sviluppatesi nell'ultimo ventennio hanno messo in evidenza come gran parte delle pianure costiere mondiali (e quindi anche italiane) sono soggette al rischio erosione e allagamento per ingressione marina dovuta a fattori naturali (globali e locali) e antropici. Tra questi studi si porta l'attenzione del lettore al progetto VECTOR (Vulnerabilità delle coste e degli ecosistemi marini italiani ai cambiamenti climatici e loro ruolo nei cicli del carbonio mediterraneo), dal quale è nato l'argomento di questa tesi di dottorato. In questo lavoro è stato analizzato in dettaglio il litorale della Piana del F. Sele (Campania, Italia), contesto estremamente interessante al fine di comprendere l'evoluzione di una costa bassa e sabbiosa con concentrazione di importanti centri abitati (Salerno), aree turistiche imponenti (sito archeologico di Paestum, litorale di Capaccio-Paestum, litorale di Eboli) e condizioni morfologiche tali da rendere l'area suscettibile ai cambiamenti del sistema costiero. La piana in questione, così come le altre piane campane, ha sperimentato negli ultimi 6 millenni un prevalente trend progradazionale ben documentato da più sistemi di cordoni dunali (ad esempio i cordoni di Laura e Sterpina descritti da Brancaccio et al., 1995 in Piana Sele). Le più interne datano circa 6000 anni e marcano la massima ingressione del mare durante l'Olocene. A partire dal XX secolo questo trend si è interrotto e molti tratti di costa risultano affetti da un'erosione anche molto marcata. Le cause vanno essenzialmente ricercate nel ridotto apporto sedimentario legato alle sistemazioni idraulico-forestali, ma soprattutto alla realizzazione di numerosi invasi artificiali lungo i principali fiumi alimentatori. La prova di ciò è ben evidenziata dalla trasformazione delle foci fluviali dei principali corsi d'acqua, le quali si sono rapidamente modificate da fluvial dominated a wave dominated. A questo va aggiunta la forte antropizzazione dei litorali che si è avuta in particolare dopo la seconda guerra mondiale a seguito sia dello sviluppo turistico che di quello urbanistico. Partendo da tali presupposti l'obiettivo principale del presente lavoro è la determinazione delle caratteristiche morfologiche, sedimentologiche e delle dinamiche evolutive del tratto di costa sabbioso compreso tra le foci dei fiumi Solofrone e Picentino al fine di valutarne lo stato di vulnerabilità costiera. Una prima fase dello studio è stata dedicata ad un'approfondita ricerca dei dati bibliografici, cartografici e aero-fotogrammetrici inerenti l'area. L'analisi bibliografica ha permesso di individuare i tratti salienti dell'evoluzione geomorfologica, che appare requisito essenziale per la comprensione degli eventi morfogenetici e delle dinamiche recenti della costa. L'analisi cartografica e aero-fotogrammetrica, basata essenzialmente sul reperimento di documenti inerenti l'ultimo secolo, ha consentito di delineare l'evoluzione storica della linea di riva. In particolare sono state adoperate carte storiche dell'IGMI (Istituto Geografico Militare Italiano) del 1870, 1908, e 1954, la cartografia CasMez (Cassa del Mezzogiorno) del 1975, la CTR (Carta Tecnica Regionale) della Regione Campania del 2004, le foto aeree del 1944, 1954, 1984, 1998 e 2004. I documenti raccolti sono stati organizzati, corretti e adattati mediante l'uso di un software GIS (ArcGis ver. 9.2). In particolare è stato indispensabile l'orto-rettifica mediante un programma preposto (Erdas ver. 9.1) precedentemente l'utilizzo delle foto aeree. La seconda fase è consistita nella raccolta di dati originali mediante un lavoro di campagna, durante il quale, con l'utilizzo di un sistema di posizionamento DGPS (GNSS R6), si è rilevata la linea di riva al 2009 e la topografia di vari profili longitudinali di spiaggia. E' stato inoltre fatto uno studio con lo scopo di definire gli aspetti sedimentologici caratterizzanti i differenti contesti geomorfologici riconosciuti per i profili esaminati: sono stati prelevati 48 campioni lungo il litorale del Golfo di Salerno, su ognuno dei quali è stata eseguita un'analisi granulometrica, con relativa interpretazione statistica. I rilievi topografici sono stati successivamente correlati alle caratteristiche tessiturali dei sedimenti essendo questo passaggio fondamentale e propedeutico alla comprensione dei fenomeni morfo-evolutivi della costa: i sedimenti che costituiscono la spiaggia sono condizionati dalla dinamica litoranea in quanto, lungo gli assi di transito longitudinali e trasversali, le componenti granulometriche tendono a convergere verso il fondale in cui si trovano mediamente in equilibrio sotto l'azione del moto ondoso. Una fase fondamentale del lavoro è stata la valutazione del clima marittimo (wave climate) sia al largo che lungo costa, mediante l'applicazione di modelli fisici. Si è risaliti al tipo di ondazione incidente sulla Piana del Sele, così come si è giunti alla valutazione degli effetti di essa sulle spiagge con il calcolo di parametri specifici, quali il run-up e il set-up. Le informazioni raccolte hanno dato una chiara lettura e una dettagliata caratterizzazione dell'intera fascia rivierasca compresa tra Salerno e Agropoli (SA) e soprattutto sono state la base per l'implementazione di una nuova metodologia di analisi per la valutazione della vulnerabilità costiera. Il metodo ha permesso di realizzare una carta della vulnerabilità costiera potenziale, così come di effettuare valutazione e cartografie su range temporali più ampi: infatti, considerando gli scenari previsti dall'IPCC (2007) su 25 e 50 anni, è stato possibile introdurre tali parametri e costruire carte della vulnerabilità costiera proiettata su tali anni. Di seguito si da una panoramica sulle operazioni e i risultati ottenuti mediante l'esecuzione delle singole fasi di lavoro. L'analisi comparata delle linee di costa ricavate dall'indagine aereo fotogrammetrica e cartografica ha messo in chiara evidenza che, durante il XX secolo, è possibile individuare almeno 3 fasi evolutive. La prima, che va dal 1870 al 1908, mostra una costa in progradazione, in modo particolare alle foci dei fiumi Sele, Tusciano e Picentino, con trend che raggiungono i 5,50 m/a. Tale fase s'inverte completamente durante il lasso cronologico compreso tra il 1908 e il 1984, con valori di arretramento che tendono ad accentuarsi tra il 1975 e il 1985 (si nota che la foce del F. Sele arretrava con un tasso di 7,7 m/a). L'ultima fase va dal 1984 al 2009 (e con ogni probabilità continua ancora oggi), con la costa che tende all'equilibrio: infatti è possibile rilevare diverse aree in leggera progradazione e solo poche in arretramento (si tratta di quelle poste nelle vicinanze delle foce del F. Sele). Quest'analisi mostra in maniera decisiva che l'evoluzione della fascia costiera della Piana del F. Sele è strettamente legata agli apporti fluviali, basti notare che le aree fortemente influenzate dall'erosione sono proprio quelle prospicienti le aree di foce. Questo è certamente da mettere in correlazione alla drastica diminuzione degli apporti sedimentari causata dalla presa in alveo di materiale e alla costruzione di traverse e dighe. L'analisi effettuata sull'intero arco dei 140 anni ha mostrato che sulla zona costiera della Piana del F. Sele insiste una tendenza erosiva molto marcata, localizzata in modo particolare nei pressi delle foci del F. Picentino e del F. Sele, con valori di arretramento rispettivamente di 0,4 m/a e di 1,3 m/a. Per caratterizzare la morfologia e la morfometria della spiaggia emersa e sommersa, nonché gli aspetti sedimentologici sono stati effettuati 12 profili trasversali alla linea di costa in tratti rilevati del litorale. L'analisi morfo-sedimentaria della spiaggia ha messo in luce che l'intero settore è morfologicamente caratterizzato da spiagge ampie da un minimo di 20 m fino a un massimo di 80 m. Il settore sommerso della spiaggia è caratterizzato dall'esistenza di una grossa barra con relativo truogolo, mentre la pendenza della zona intertidale risulta marcata lungo la foce del F. Sele, attestandosi in media intorno al 13%, fino a digradare ad una pendenza vicina al 10% sul resto del litorale. Per le zone poste a S della foce del F. Sele, la pendenza della battigia è costante lungo l'intero tratto, attestandosi in media intorno all'11%. Nel settore di spiaggia indagato è presente un solco di battigia posizionato in media tra - 0,5 m e – 0,4 m. Lungo l'intero litorale la berma ordinaria è ben evidente, raggiungendo in alcuni tratti l'altezza di 0,6 m con stacchi di pendenza tra battigia e berma molto evidenti. Questo non vale per le berme di tempesta, che sono spesso cancellate dall'azione antropica e dove visibili, lo sono in maniera non sempre marcata. Il sistema dunale è in gran parte conservato, ma non sempre è in buone condizioni. Infatti in taluni casi (concentrati nella porzione meridionale del sistema e nella parte centrale) è possibile constatare che esistono almeno due a più ordini di dune, molto estesi a S e molto reincisi nei pressi della foce del F. Sele, mentre nella zona compresa tra la foce del F. Tusciano e Salerno la duna è quasi completamente scomparsa e/o estremamente antropizzata. Le analisi granulometriche effettuate sui campioni prelevati sulla spiaggia intertidale mostrano che le taglie dei granuli comprese tra 0,39 mm e 0,45 mm (sabbia media) sono prevalenti nei settori più vicini alla foce del F. Sele, mentre verso N si rivela la presenza di materiale ciottoloso: infatti si raggiungono valori compresi tra 0,69 mm e 0,97 mm (sabbia grossolana) nel tratto di costa centrale da Campolongo alla foce del torrente Asa. La parte più prossima a Salerno è invece caratterizzata da un tipo di sedimento estremamente ciottoloso. Nei settori meridionali e centrali arriva a valori di 0,55 mm (sabbia grossolana). Un dato anomalo, che mostra come questo litorale possa essere localmente condizionato dall'apporto di sedimento alloctono è il dato massimo del coefficiente di appuntimento che raggiunge il valore di 10,63 (valore molto alto se si tiene conto che Folk & Ward, 1957 propongono come limite massimo per questo indice il valore 3). Mediante gli studi effettuati sulla condizione del clima marittimo è stato possibile valutare l'ondazione prevalente con le relative altezze d'onda e periodo medio. Analizzando le serie ricavate alla boa di Ponza è stato possibile rilevare che l'altezza d'onda significativa media è pari a 4,34 m, con un periodo di 7,76 s. È stato valutato anche l'effetto della massima mareggiata della serie analizzata corrispondente a quella del 26\12\1999, con valori di altezza d'onda pari a 6,90 m e periodo di 11,94 s. La direzione prevalente è invece SSW-NNW. Tali valori hanno permesso di giungere al calcolo di parametri a loro strettamente legati, come la profondità di chiusura, pari a 7,714 m (11,191 m per la massima mareggiata registrata). Inoltre è stato valutato anche il set-up e il run-up d'onda incidenti per ogni profilo indagato con una media lungo tutta la costa della Piana del Sele pari a 0,05 m per il primo e 1,65 m per il secondo. C'è da dire che anche in questo caso possiamo notare settori con caratteristiche d'energia molto differenti: il run-up infatti varia da un massimo di 2,07 m a un minimo di 0,91 m, che vuol dire un'ondazione che può arrivare ad invadere la spiaggia emersa per valori compresi tra il 24% e il 101%. Sui profili di spiaggia analizzati è stato possibile realizzare anche opportune valutazioni previsionali sul trend evolutivo della costa in seguito al previsto innalzamento del livello marino (IPCC, 2007), applicando modelli matematici e morfologici capaci di valutare l'arretramento atteso. Per il caso preso in considerazione sono stati ricavati i diversi parametri utili a questo calcolo analizzando il regime meteo marino per il periodo compreso tra gli anni 1989 e il 2008 e i singoli profili topografici della spiaggia agganciati ai rilievi batimetrici eseguiti con rilievo single-beam. In particolare si è giunti a valutare l'arretramento da Sea Level Rise applicando due metodologie morfologiche e adottando il dato d'innalzamento del livello marino calcolato dal Antonioli & Leoni (2007) sulla base dei dati pubblicati dall'IPCC (2007). L' arretramento medio atteso è stato stimato pari a 0,16 m/a (utilizzando Bruun, 1964) o a 0,23 m/a (Davidson-Arnott, 2005). L'insieme dei dati e delle informazioni ricavare sono state la base per la realizzazione di un modello in grado di valutare la vulnerabilità costiera lungo il settore di costa preso in esame. La vulnerabilità costiera, intesa come suscettibilità di un dato tratto litoraneo ad essere inondato o eroso, è legata a numerose variabili che possono essere riassunte in tre blocchi principali: erosione, inondazione permanente e inondazione episodica. Esistono vari modelli per la valutazione e il confronto della vulnerabilità costiera in diversi contesti, metodi che vanno dal quantitativo al qualitativo. La metodologia proposta da Gornitz et al., 1997, per esempio, suggerisce il calcolo di un indice di vulnerabilità (CVI – Coastal vulnerabilità index) attraverso la parametrizzazione di elementi caratterizzanti un dato tratto litoraneo relazionati tra loro attraverso una regressione lineare multipla. Questa metodica, nonostante sia largamente utilizzata, ha il difetto di essere valida e sensata solo per ambiti territoriali e geografici molto vasti. Nel nostro caso, dunque, si è cercato di adottare la "filosofia" di questo metodo, apportando però sostanziali modifiche che lo rendessero idoneo alla caratterizzazione di sistemi costieri di piccola estensione, incrementando e perfezionando sensibilmente le variabili da analizzare e avvalendoci dell'uso di un sistema GIS (ArcGis 9.2 della ESRI). Si è giunti alla proposta di un nuovo indice di vulnerabilità (IVC) basato sulla valutazione dell'Erosione Potenziale e dell'Inondazione Potenziale e di due indici di vulnerabilità costiera (IVC25 e IVC50) che tengono in considerazione l'effetto del Sea Level Rise (S.L.R.) su 25 e 50 anni. Come per la metodologia dell'USGS la correlazione finale dei singoli indici avviene utilizzando la regressione lineare multipla, e il valore finale dell'indice utilizzando la relazione , già identificata e sperimentalmente provata da Gornitz et al., 1994. Il tratto maggiormente vulnerabile alle forzanti costiere studiate sono le aree comprese tra l'ospedale di Campolongo fino all'area in cui sorge il Molo Sirena, comprendendo interamente la foce del F. Sele. Quasi il 44% delle spiagge appaiono contraddistinte da una vulnerabilità costiera da alta a molto alta. L'applicazione di un nuovo modello regionalizzato e studiato per aree ristrette ha dato la possibilità di identificare e parametrizzare le caratteristiche principali del tratto litoraneo dell'unità fisiografica delle Piana del Sele, in modo particolare in merito alla sua erodibilità potenziale, al suo grado di suscettibilità all'inondazione e quindi alla sua vulnerabilità costiera. Appare un metodo molto semplice e dettagliato, adatto all'applicazione preliminare su qualsiasi contesto costiero e per questo un utile strumento di pianificazione territoriale. ; In 1990 in the Mediterranean zone there was a coastal population of 146 million; some authors, in 1998, estimated the urban coastal population growth at least of further 30 million by 2025 with 350 million of tourists (Hinrichsen, 1998). In 2005 the dossier edited by UEP/MAP (Plan Bleu, 2005) rescaled these values: by 2025 population will increase of 20 million people, and the tourists will be 137 million more compared to the 176 million already present mainly on littorals. The analysis of data shows, moreover, that 75% of mediterranean population lives in coastal zones (in Italy the value varies from 60% to 70%). Italian coastal zone, more of 7500 km long, in addition to the several beauties of landscape, has a substantial part of the national economic resources, with important urban and industrial centers, infrastructures and touristic activities. These circumstances, especially after the recent reports about climate change (IPCC, 2007), cause heavy problems in coastal resource handling and in connected risk assessing. It's therefore of primary importance to realize how the coast will develop. Interdisciplinary researches of the last 20 years highlight how many world coastal plains (Italian too) are subject to erosion and flooding risk by sea ingression due to natural (global and local) and anthropic elements. Among these studies we point out to the readers VECTOR project (Vulnerability of the Italian coastal area and marine ecosystems to climatic changes and their role in the Mediterranean carbon cycles) from which the subject of this PhD thesis originates. In this work has been analyzed in detail the littoral Sele river Plain (Campania, Italy) extremely interesting zone in order to realize the evolution of a low and sandy coast with concentration important built-up area (Salerno), great touristic places (archeological site of Paestum, Capaccio-Paestum littoral, Eboli beaches) and morphological conditions which make the area open to developments of coastal system. In the last six millennia this plain and all plains in the southern Italian region of Campania have experienced coastal progradation amply documented by several dune systems. Since the 20th century this trend has been interrupted and many stretches of the coastline are now affected by erosion, at times severe. This has serious implications both for public safety and of a socio-economic nature. The causes are essentially to be sought in the decrease in sedimentary discharge due to forest hydraulic engineering works but especially to the construction of many artificial lakes along the main water courses. Clear evidence of this is the transformation of the mouths of the main water courses from fluvial-dominated to wave-dominated. A further factor is intense urbanization, which took place especially after World War II in the wake of tourist development. Starting from these assumptions the aim of this work is the determination of the morphological and sedimentological characterizations and the evolution dynamics of sandy coastal sector between the Solofrone and Picentino mouths in order to estimate the state of coastal vulnerability. The first stage of the study provides an in-depth search of bibliographic, cartographic and photogrammetric data concerning the study area. Bibliographic analysis specifies the salient points of geomorphological evolution, that is essential requirement to realize the morphogenetic events and recent coast dynamics. Cartographic and photogrammetric analysis, essentially founded on finding documents about the last century, outlines the historical evolution of shoreline. In particular have been used historical maps by IGMI (Istituto Geografico Militare Italiano) on 1870, 1908 and 1954, the cartography CasMez (Cassa del Mezzogiorno) on 1975, the CTR (Carta Tecnica Regionale) by Campania Region on 2004, the aerial-photos on 1944, 1954, 1984, 1998 and 2004. The documents collected have been organized, rectified and adapted by a GIS software (ArcGis rel. 9.2). In particular, for the aerial-photos has been used a software (Erdas rel. 9.1) to orthorectify them before the employment. The second phase consisted in collecting original data through a campaign work, during which, with the use of a DGPS positioning system (GNSS R6) has identified the shoreline in 2009 and the topography of various longitudinal profiles of beach. It was also made a study in order to define the sedimentological aspects characterizing the different geomorphological contexts recognized for the profiles examined: 48 samples were collected along the coast of the Salerno Gulf, on each of whom is performed a particle size analysis, with relative statistical interpretation. The topographical surveys were then linked to the textural characteristics of sediments as this critical step and preparatory to the understanding of geo-morphological phenomena of the coast: sediments that form the beach are affected by coastal dynamics because, along the transit longitudinal and transversal axes, granulometric tend to converge towards the bottom where they are on average in equilibrium under the action of waves. An important stage of work was the evaluation of wave climate both off and along the coast, through the application of physical models. It was back to the type of wave climate on the Sele Plain, as well as the assessment of the effects of it on the beaches with the calculation of specific parameters, such as the run-up and set-up. The information collected gave a clear reading and a detailed characterization of the entire coastal strip between Salerno and Agropoli (SA) and especially were the basis for implementing a new method of analysis for the assessment of coastal vulnerability. The method gave the possibility to create a map of potential coastal vulnerability, as well as to carry out evaluation and maps on wider range of time: in fact, considering the scenarios predicted by the IPCC (2007) on 25 and 50 years, it was possible to introduce these parameters and construct maps of coastal vulnerability projected onto these years. The following is an overview of operations and the results obtained by running the individual phases of work. The comparative analysis of coastlines taken from cartographic and photogrammetric survey showed clear evidence that during the 20th century, it's possible to identify at least three evolutionary phases. The first, from 1870 to 1908, shows a progradational phase, especially at the mouths of Sele, Tusciano and Picentino rivers with trend reaching 5.50 m/y. This phase is reversed completely during the chronological period between 1908 and 1984, with values of backing down that tend to increase between 1975 and 1985 (notice that the mouth of river Sele retreated at a rate of 7.7 m /y). The last phase goes from 1984 to 2009 (and likely continues today). In fact the littoral is in equilibrium: there are areas that show little progradation, while not much beaches are in retreat (near the mouth of Sele river). This analysis shows that the evolution of the coastal strip of the Piana del Sele is closely linked to the river inputs, just note that areas strongly influenced by erosion are exactly the ones facing areas of mouth. This is certainly to correlate to the drastic reduction of contributions sedimentary caused by removing sediment on the river bed and construction of crosspieces and dams. The analysis conducted in 140 years showed that on the coastal area of Sele Plain insists a trend erosive very marked, localized especially near the mouth of Picentino river and Sele river, with values of retreat respectively 0,4 m/y and 1,3 m/y. To characterize the morphology and the morphometry of backshore and nearshore, and the sedimentological aspects, 12 profiles have been traced, transversal to the coast line on prominent parts of the waterside. Morpho-sedimentary analysis of the shore has shown that the entire sector is morphologically characterized by shores whose extent goes from 20 m to a maximum of 80 m. The nearshore sector is characterized by the existence of a big bar with its trough, while the slope of the intertidal zone is considerable along the mouth of the Sele river, with a mean of 13%, and it reduces to a slope of about 10% on the rest of the coast. Regarding the zones on the southern side of the mouth of the Sele river, the foreshore slope is constant along the whole line, with a mean of about 11%. On the inspected sector of the shore there is a foreshore step located in the range -0.5 m to -0,4 m. Along the whole coast the berm is very evident, reaching the height of 0.6 m with very evident slope contrasts between the beach-face and the berm. This is not the case of the storm berm, which are often erased by the anthropic action and, where visible, they are not always definite. The dunal system is preserved in the most part, but it is not always in good condition. In fact, in some cases (concentrated in the southern portion of the system and in its central part) it is possible to notice the existence of at least, very wide at South and very cut near the mouth of the Sele river, while in the region between the mouth of the Tusciano river and Salerno the dune has almost completely disappeared and/or is extremely urbanized. Granulometric analysis carried out on the samples collected on the foreshore show that the grain sizes between 0.39 mm and 0.45 mm (medium sand) are predominant in the sectors nearer to the mouth of the Sele river, while towards North gravel sediment has been revealed: in fact the sizes go from 0.69 mm and 0.97 mm (coarse sand) in the stretch of central shore from Campolongo to the mouth of Asa stream. The part nearer to Salerno is instead characterized by a type of gravel sediment. In the southern and central sectors it reaches values of 0.55 mm (coarse sand). An anomalous datum, which shows how this coast can be locally influenced by the contribution of external sediment, is the maximum of the Kurtosis index which reaches the value of 10.63 (a really high value, considering that Folk & Ward, 1957 suggest a maximum limit of 3 for this index). With the studies carried out on the condition of the wave climate it has been possible to evaluate the prevalent wave climate with the relative wave heights and average period. Analyzing the series obtained at the Ponza buoy it has been possible to notice that the significant wave height average is 4.34 m, with a period of 7.76 s. In addition, it has been evaluated the effected of the maximum sea storm from the analyzed series, dating to 26/12/1999, with wave height of 6.9 m and a period of 11.94 s. The prevalent direction is SSW-NNW. Such values have been used to evaluate some parameters strictly related to them, like the closure depth, equal to 7.714 m (11.191 m for the maximum sea storm detected). Furthermore the set-up and the run-up of the incident waves have been evaluated for every investigated profile, with a mean value along the entire coast of the Sele Plain of 0.05 m for the former and 1.65 m for the latter. In this case as well we can notice the presence of sectors with energy characteristics very different: in fact, the run-up goes from a minimum of 0.91 m to a maximum of 2.07 m, which means that an wave climate can flood the emerged shore for values between 24% and 101%. On the analyzed shore profiles it has been possible to estimate the evolution trend of the coast, as a consequence of the expected increase in sea level (IPCC, 2007), using mathematical and morphological models capable to evaluate the expected retreat. For the examined case the parameters needed for this evaluation have been measured analyzing the wave climate for the period between the years 1989 and 2008, and the individual topographic profiles of the shore. In particular, the SLR retreat has been evaluated using two morphologic methods and using the sea level increment calculated by Antonioli & Leoni (2007) on the basis of data published by IPCC (2007). The retreat for this has been estimated to a value of 0,16 m/y (using Bruun, 1964) or a value of 0,23 m/y (Davidson-Arnot, 2005). The data obtained with this study have been used to derive a model addressed to the coastal vulnerability determination along the coastal areas that have been analyzed. The coastal vulnerability, which is intended as the susceptibility of a determined coastal area to be affected either by flooding or erosion, is linked to several parameters that can be grouped into three main categories: erosion, permanent inundation and episodic inundation. There are several models for the vulnerability evaluation and comparison among different coastal areas, models that are both qualitative and quantitative. The model proposed by Gornitz et al. (1997), suggest the determination of a coastal vulnerability index (CVI) through the determination of several parameters which can be considered representative of the considered coastal area, and by applying a linear regression to these parameters. This method, which has been largely applied, has the limit that it can be just used for large areas. In my case, I have tried to use this method by applying some modifications that could make it useful also for the study of small coastal environment by improving the number of parameters to calculate and by using a GIS software (ArcGis 9.2). I was so able to propose a new index of vulnerability (IVC) which is based on the evaluation of the Potential Erosion and the Potential Flooding and two more index of coastal vulnerability, (IVC25 e IVC50), which consider the Sea Level Rise (SLR) at 25 and 50 years. The final correlation of the described indexes is obtained trough a multiple linear regression, and the final index value is derived by the expression , which was already used by Goritz et al. (1994). In Fig. 1 it is reported the case study of the coastal areas of the Sele Plain, with the individuation and the representation of the different classes. The areas with the highest values in the IVC are comprised between the Campolongo Hospital and Molo Sirena, an area which include the Sele river mouth. The use of a new model addressed to small areas has allowed to the determination of the main features of the littoral portion of the Sele plain system, with a particular attention to the potential erodibility and to the susceptibility to the flooding and so the determination of the coastal vulnerability. It seems to be a simple a detailed method, which can be used for preliminary studies of all the coastal systems and it is so an instrument useful to the coastal planning. ; Dottorato di ricerca in Ambiente e Territorio (XXIII ciclo)

Karen Litfin on Gaia Theory, Global Ecovillages, and Embedding IR in the Earth System




This is the third in a series of Talks dedicated to the technopolitics of International Relations, linked to the forthcoming double volume 'The Global Politics of Science and Technology' edited by Maximilian Mayer, Mariana Carpes, and Ruth Knoblich 






Many debates in International Relations concern struggles regarding what should be the autonomous limits and focus of the discipline itself. However, increasing environmental and climate concerns challenge the self-contained nature of IR on discrete political phenomena, because what IR considers it's exogenous context is threatening to destabilize the premises of the content of international political practice itself. While such concerns often lead to a securitization and politicization of the environment and climate in IR, some scholars argue we should work towards the exact opposite. In this Talk, Karen Litfin—among others—elaborates on the kind of theory in which IR is embedded in, rather than applied to, natural systems; discusses examples of social arrangements that try to translate that theoretical insight into practice; and engages with questions of secularism and mysticism that irrevocably accompany those efforts.






Print version of this Talk (pdf)




What is, according to you, the biggest challenge / principal debate in current IR? What is your position or answer to this challenge / in this debate?



The fact that we can today truly speak of something of a global economy, the central problem now is to formulate the political institutions that are commensurate to these globalized economic institutions. We have far to go on that project. It also means doing so within the carrying capacity of the earth—that is, politically configuring that global economy in such a way that it doesn't exhaust ecological resources. So I would say that the challenge, in terms of actual politics, is to find those institutions.



The challenge for the discipline of International Relations is to do the necessary thinking to facilitate that institutional transition, but few IR scholars even acknowledge that political institutions must attend to the carrying capacity of the earth. In general, the discipline of International Relations, Political Science and even most of social sciences more generally behave as if there are no natural constraints to our behavior. Yet our freedom to even be able to theorize about the international system is completely dependent upon a vast web of life, other people growing our food, and a whole technological infrastructure that we had nothing to do with creating. International Relations talks a lot about interdependence, but do we really take it seriously?





How did you arrive at where you currently are in IR?



I've always been interested in science and technology. As an undergraduate, I studied physics and astronomy, but I didn't finish those majors because I realized, that if I graduated with those degrees I would most likely be working indirectly or directly for the military. I got politicized and I began to see that the political agenda drives the scientific agenda. This was in the 1970s and it was possible at that time that we were going to have an all-out nuclear war. I did not want to be a part of that.



I began to see that there is a dialectical relationship between science and politics. Because science facilitates the technological changes, which make the basic backdrop for politics, it's very important. For instance, the defense department was funding DARPA, which led—without them fathoming that at the time—to the development of the Internet—now a key site where global politics plays out.



Science also provides metaphors through which we understand politics. I did my Masters thesis on the mechanistic worldview and the devitalization of nature in the 17th century—that is, taking living nature out of our systematic theorizing. While others had written on this, I traced it back to the ancient Greek philosophy. A reductionist and mechanistic worldview underpins a lot of IR theory, as well most of our political institutions. We need to really start questioning that. Another way this plays out is that the notion of the global really had a huge jump when we got the image of Earth fromspace. The idea of Earth Day was really closely aligned to the fact that the image of the earth from space just had come out. Gaia Theory came about because James Lovelock was looking for signs of life on Mars. We were interested in extra-planetary life, but weren't looking at our own system or planet. So basically it turned all that science back on the Earth and said 'Oh my Gosh, we do have this kind of atmosphere that has the telltale science of life in it', which tells us that life is hoping to create the atmosphere. Then to have the human mind to conceptualize that is really huge. The idea that we are the Earth becoming conscious of itself is basically what science is telling us. These monitoring systems are one means by which we have the possibility of becoming conscious of that fact.



In terms of personal trajectory, when I started teaching International Relations back in the early 1990s, I started realizing that petroleum holds the whole thing together, the whole global system was held together by petroleum. (You could also say fossil fuels, but coal and natural gas don't power that much transnationally; it's really the petroleum.) Yet hardly anybody in IR talks seriously about petroleum—or energy or biodiversity or soil or the atmosphere. That's what I mean about getting to the material basis. But having said that, I think how we interact with the material basis is a reflection of our consciousness. So I'm not a material reductionist. Rather, I'm looking for a wholeness that understands our approach to material reality as being a reflection of our consciousness.



So this was why I have become interested in biological metaphors. I still think the leaning edge of human thought is understanding human systems as living systems. From this vantage point, we can begin to reshape our institutions in ways that mimic, sustain, and regenerate living systems. There's a long history of natural law and I don't exactly put myself in that camp, but I think there are ways that we need to understand ourselves as thoroughly embedded in natural systems and then move consciously from that place.





What would a student need to become a specialist in IR or understand the world in a global way?



To my mind, these are very different questions because, at least at many universities, becoming an IR specialist often entails ignoring some fundamental global realities. For one, even though most of humanity lives in so-called developing countries, most IR theory pays attention only to the Global North. Likewise, IR is fairly blind to the fact that the lifestyles of the Global North, if globalized, would require between three and six Earths, depending upon whether you are looking at Europeans or North Americans. Again, there is only one Earth! Fortunately, an important subfield has emerged with IR—global environmental politics—that is helping to rectify the situation.



The question I would prefer to answer is: what would a student need to know in order to understand the most pressing challenges facing the world system? To this, I would advise three things. The first would be to dive deeply into a broad and critical reading of the history of modernity, including the interpenetrating scientific, political, commercial, theological and industrial revolutions that characterize the modern era. The second would be to learn about the primary international institutions (the WTO, World Bank, IMF, EU, UN Security Council, etc.), and ask what is working, what isn't, and why? The third would be to do all of this learning while simultaneously learning to think systemically. Take at least one good course on systems theory; one that specifically offers a strong grounding in living systems, and start making connections. Why, for instance, do 'ecology' and 'economics' share the same root (oikos, Greek for household)? What would it mean to consider the international system as a living system and a subset of the Earth system? If we think this world system that we've created of a globalized economy and rudimentary international law is not a part of a living system, we are living in a big delusion. So to actually understand how living systems function, we need the literature on system theory that of course has been used in biology and ecology, but has also been applied a lot in the business world and organizational development. I think it's making its way into IR.





The world is full of technologies and technological systems (and getting more so each day). Could you elaborate on how this is relevant for IR?



I think that's a huge gap: IR doesn't pay nearly enough attention to technological systems—and when they do, it's generally from an uncritical and mechanical perspective. Even though much of the constructivist critique of liberal institutionalism is that the latter is overly materialistic, it actually isn't as if institutionalists talk about economics as if that were a material reality. Economics is a secondary human system overlaid on, but abstracted from, material systems. I think that IR needs to get really serious about understanding the actual material basis for politics. Climate change will probably be the issue that drives that.



So what kinds of technologies and institutions are we going to have to facilitate a global civilization? Now that's a worthwhile question! As I indicated, we now have a more or less globalized economy, but we don't have a global polis; we don't have the institutions that are commensurate to the economy that we have got. So the question is: can we sustain current civilization on the energy budget that is available to us and not wreck the climate?



Technological systems are driven by energy; energy is the master resource. Some energy analysts say that in order to have a global civilization, we need to have an energy return on energy investments of something like 5 to 1—meaning, for instance, that for each barrel of oil we put into getting more oil, we need to get five back. Right now petroleum is getting—depending on where you find it and how it's getting to you—somewhere between 15 and 25 to 1. That's the Middle East. It used to be 100 to 1 at the beginning of the 19th century. And now we are getting, say, 20:1. I've seen analyses of tar sands that put that energy source at somewhere between 3 and 5 to 1. Solar panels, if they work well, they are maybe getting 5:1. So the trend is worsening and we are starting to push that envelope of 5:1 energy return on investment. And if we exploit some of the new unconventional hydrocarbons—like fracking and, worse, methane hydrates—to their maximum potential, we'll fry the planet.



My question is how we can leverage existing technological, economic, financial and political resources to sustain a global civilization. I dearly wish more people were putting their attention on that question. The underlying assumption for most people is that business as usual can continue. Maybe, but not for long.



I'd like to throw in one little term coined by Stephen Quilley, an environmental sociologist: 'low energy cosmopolitanism' (read the paper here). I think this is a huge challenge for us. If it's possible to have a global civilization on the energy budget that we have available, it's going to be some form of a low energy cosmopolitanism, where we make some very conscious choices about what we are going to globalize. For instance, Germany probably wouldn't be importing grapes from Africa and none of us would be going on luxury vacations. We would be making a lot of conscious choices, but if we want to have a global civilization we have to be globalizing something, so what is it that we are globalizing?





How do you see the question of technological determinism when studying technologies?



This is really important to note, because if you just look at human systems as living systems there can be a kind of materialistic reductionism there. People who think like William Connolly, the new materialism understands that we should not be materialistic reductionists and that there is this wildcard of human consciousness. The fact of the matter is, we can assemble all the data we want but we don't know where we are going. But what we do know is that we've created a tremendously complex and complicated world that nobody can actually understand!



I think we need to address that question in a very specific way with respect of specific technologies, but if we stick to one example—satellites—I think the technologies do have certain properties embedded in them. I have written a feminist theoretical critique of earth observing satellites, where I argued that this kind of gaze from space actually does downplay or preclude certain perspectives. But as I thought about it more deeply, I saw very concretely that a lot of people are using those technologies to do what they want—not what the centralized political and scientific institutions that gave rise to the satellites wanted. So I would say the wildcard here is consciousness and human inventiveness, because that's what will shape how people deploy the technologies once there are on the ground.



For example, satellites were devised for spying and are certainly still being used for spying, but they are being used for so much else, such as Google Maps. I think some people might have been able to foresee that kind of development, but most of us didn't have a clue that this sort of thing could come about. Or that you could have indigenous people mapping their traditional lands in order to make land rights claims. So the wildcard really is human consciousness and that's why nothing really is deterministic. The greater the complexity in a living system, the more surprising its emergent properties. Seven billion human brains linked together in global technological and ecological systems are bound to yield surprises!





You indicated that you use biology and living systems as a reservoir for metaphors. Could you elaborate on that?



If I speak about living systems I usually do so through work called Gaia Theory. Looking through the lens of Gaia Theory, we would first understand that we exist within certain spheres such as biosphere, atmosphere and hydrosphere. We have taken geological time and inserted it into human time by digging up fossil fuels. As a consequence, we have kind of checkmated ourselves and are now forced into having to think in geological terms. We have to start thinking in geological time scales, which was never the case before. If we are going to find a way of inhabiting this planet sustainably, particularly if we are going to have anything approaching a global civilization, we have to understand that we live within a living system and then go about the rather daunting but exciting project of developing international law and institutions that reflect that reality.



There is a whole subfield of earth system governance in which Earth system scientists, IR theorists and international legal experts are coming together to think through these questions. The literature on earth system governance starts from the premise that the Earth is a living system and draws heavily on earth system science, which draws heavily from Gaia theory. You cannot separate atmosphere, oceans, lithosphere, and biosphere: they are all intertwined as one big living system—and now humanity is functioning as a geophysical force on a planetary scale. That's the meaning of the Anthropocene, and it will require an entirely new way of going about politics and economics.



So how can we bring the concept of Gaia Theory into practical reality? Besides the emerging field of Earth system governance, we can also do this in a very personal way by beginning to really internalize what it means being a human being at this time. A few years back, I came to the point where I decided that I did not want to theorize about anything I could not live. That turned out to be a huge challenge. After I wrote the 'integral politics' piece (see links below)—and I really do love that piece!—I saw that I couldn't fully live it. It was so big. For me, one of the most important implications of Gaia Theory is that we are the Earth becoming aware of itself. That's a huge implication. If you merely think of it conceptually, it is wonderful mind candy; but if you actually take it to the heart and try to live it, it changes your life. I challenged myself to do this and, at some point, it occurred to me that there must be other people who have traveled farther down that road than I had—in other words, people who had radically changed their lives to reflect their growing awareness that human beings are the Earth becoming conscious of itself. So I found myself traveling around the world to ecovillages which, for me, helped to tie it all together. Why is somebody who's teaching international environmental law and politics wandering around the world visiting these little tiny micro-communities? Because these people are taking the radical implications of Gaia Theory to heart (even if they've never read about it) and collectively changing their material, economic and social lives. That's why I spent a year on the road living in ecovillages. It's a strange thing to be an IR theorist who doesn't want to theorize about anything that she can't live!





Bringing up the issue of how to live your research, could you elaborate on what kind of outlook is necessary to live in accordance to Gaia Theory?



So this leads to the importance of humility for me. The value of humility is that it comes naturally as a consequence of understanding. You do not have to value it in advance; it comes automatically from understanding ourselves as part of this larger living system. In my experience at least, as soon as you grasp that, you automatically have an enormous sense of humility and gratitude. Those two qualities just spontaneously arise from truly grasping that reality. Going back to ecovillages, I asked myself who is living in ways that can actually work for the long run. The result became the eponymous book. I wanted to see collective efforts and particularly larger communities that were generally at least a hundred people, because you can do a lot more collectively, than you can on your own. Some of these communities are reducing their ecological footprint radically. In some cases, we are talking about per capita reductions in material consumption and waste production of 80-90% as compared to their home country averages.



This is very big news—especially given that these communities are still tied to the larger system. They are not tiny isolated enclaves. For instance, they're still using the mass transit of the larger society; most of them have Wi-Fi and high-speed Internet. They're not living in caves and many of them are very much globally engaged. On a material level, they're much closer to living within the Earth's carrying capacity. So in that way, I was very interested in just seeing what are their physical systems. But I began to see that their physical systems were only made possible because of the degree of trust and reciprocity that they have created.



That entails doing a lot of personal work. Diana Leafe-Christian, who has written a number of books on communities, says that 'community life is the longest and most expensive personal growth workshop you'll ever take'. It's true! If you're willing to do the personal work and hang in there through the difficult times and conflicts, you can develop the kind of self that's willing to do some very deep sharing. I would add, though, that this level of sharing is done best when it is respectful of the individualism that we have developed. I don't think that communities should be running roughshod over individualism. There needs to be some balance of privacy and communal life. The communities that work well have figured out a way to do this. To my mind, the communities that work really well are the ones who are working on developing collective forms of consciousness. Which means actually I think going beyond the separative rational mind: it doesn't mean demeaning those qualities, it means using them, but using them in the service of something larger. As I said earlier, progressive change entails transcending and including. Individualism, for all its negative consequences, is a genuine historical achievement.



And I would say on a very practical level, one of the ways that they reduce their footprint is by withdrawing to some extent from the global economy. Having very low consumption and being fairly energy efficient and self-reliant, reliance on food self-sufficiency, but withdrawing from global society. To me, they are answering the question I raised earlier: What would a low-energy cosmopolitanism look like? And they are doing this not just because they consume less and live more simply but because by and large ecovillagers actually have a cosmopolitan identity. They might be growing their own food and composting their shit, but they're also tied into the global system. They're actively engaged in the Internet, sometimes attending global conferences and many of them are politically active on issues such as genetically modified organisms and nuclear waste disposal and human rights.



They are little nodes of positive examples, but they're very small. In fact, hardly anybody lives in an ecovillage, which is why the last chapter of my book is called 'Scaling it up'. I basically look at the underlying principles of ecovillages and talk about how these principles could be scaled up to the level of cities, regions, national government and international norms. I realize this is a big stretch, but I felt that as an International Relations scholar, I at least need to try it. The important misconception you run into that moment is the idea that sustainability needs to be expensive—the idea that somehow we can consume our way into sustainability. Actually, the most sustainable form of consumption is no consumption! Yet this is not what all ecovillages do. There is one community that I visited in up-state New York, in Ithaca, this is the same city that Cornell University is in, where two thirds of the residents have masters degrees or PhDs and their homes are worth more than the average in the area. They have a pretty middle class lifestyle, yet their average ecological footprint is about half the American norm. So they're not sustainable, but they are definitely moving in the right direction. They hired architects and have nice homes, which is a very different approach than that of most rural ecovillages.



In the Global North, the smallest footprints that I saw tended to be in the rural off-grid ecovillages that were more or less self-sufficient in food, energy, and water. In some of these communities, residents were living on as little as 25% of their average national incomes. This is impressive because it tells us that people in affluent countries can live well on far less money and with far less environmental damage than is considered normal in those countries.



Yet the fact of the matter is that most people today live in cities, so it was important for me to also look at urban ecovillages. Los Angeles Ecovillage, for instance, has a very small footprint because it is high-density and automobile use is discouraged. If you lower your transportation footprint by not driving or sharing vehicles, and if you grow your own food or rely upon locally produced food and have and passive solar construction and renewable energy for your buildings, you can dramatically reduce your energy consumption. You can have a much smaller footprint and still have a very comfortable life. People think that you need money in order to live. It seems that we need money in order to live, but actually what we need is food and shelter and transportation and relationships. So if you figure out ways of getting those things without money, you've made a huge step to getting out of the global economy. In a nutshell, that's what ecovillages are doing.





So are ecovillages all the same across the globe? Is it a new 'social form' emerging?



It is different in the developing countries and in the affluent countries, and I think it's important to clarify that at the outset. I visited a number of ecovillages and ecovillage networks in both developing countries and affluent countries. In the latter, there is a greater possibility for what I consider 'post-individualist' that both transcends and includes individualism. A very simple 'post-individualistic' approach to property rights, for instance, would be co-housing, where the land is owned in common and people own their own homes. But their private homes would be a lot smaller because so many amenities are shared. The common house would have a community kitchen, so that, depending upon how much people are willing to share, private kitchens can be very small. If there's a collectively owned guest space, then you don't need a guest room in your house. And if you do a lot of your socializing together, then you can do that in the common house. So your own house could be quite small but you would still have access to all the comforts of a private existence and more. The more people are willing to share, the more will be collectively owned. And that really does require trust, because it's a big problem if the relationships blow up and you have your finances entangled with those people! This is just one example of how property rights can coexist with the softening of boundaries between individuals.



The flipside of this is occurring in developing countries, where the post-individualistic arrangement that I've been making doesn't really apply. And this is important because that's where most people in the world live. There you have cultures where people already have much more of a collective orientation. So we really need to pay attention to what's happening there. Actually, in many cases, their developmental task is to become more individuals. And the question is: how do they become more highly-individualized rather than being subsumed by traditional moral codes—how do they that without over-consuming. In the west, we had a fossil fuel subsidy that enabled us to become highly individualized, as I said before, the only reason we can be having this interview is because somebody else is growing our food.



In developing countries, the real task is to find a way for people to become more individualistic without over consuming. And so this is why I was impressed by the model I saw in Sarvodaya, a Sri Lankan participatory development network that belongs to the Global Ecovillage Network. There, fifteen thousand villages are trying to apply ecovillage principles to create what they call a "no-poverty/no-affluence society." Their programs in micro-finance and women's literacy, for instance, give villagers—especially women—an incentive to stay in the village because they have a livelihood. And when people stay in their villages, they tend to live a lot more sustainably. As the women becoming literate, they begin making choices for themselves and therefore becoming more individualized. So it's a way of hopefully leap-frogging urbanization in order to sustain rural village life.



I should say that you can apply these principles anywhere you live, in cities as well as rural areas. I visited quite a few ecovillages in cities. One of the most important things that the Global Ecovillage Network is doing is training people, wherever they live, to apply ecovillage principles in their urban neighborhoods or wherever they find themselves. There have been some amazing projects coming up in the Brazilian favelas and in China. GEN has developed a course called 'Gaia Education' that's being offered all over the world and especially in developing countries. There's now a Global Ecovillage Network for Africa. There are basic principles of sustainability that, if you live in an ecovillage, you can apply more intentionally, but they are applicable everywhere.





In a way, 'Gaia theory' sounds very spiritual—and for that reason the Gaia concept was initially very much opposed by many physicists and climate scientists. In a way, Gaia theory entails a critique of modernist secularism and faith in technology; how do you see that in your work?



I have mentioned the critique of mechanization in the early modern era, but in fact the early modern scientists, such as Newton, were all looking for God. Now many of the hard sciences are moving in the direction of mysticism—I would speak of mysticism rather than spirituality—but it's not a mysticism that is simply a projection of the human psyche onto the cosmos; rather, it is empirically derived. I think that's a kind of postmodern development that would have been impossible in the pre-modern era. That's what I was saying about transcending and including, that the ideas that we have of who we are in the cosmos are so different as a consequence of modern science. We can transcend those ideas but also include them. From the Big Bang and the evolution of species, we came out of all of that! And implicit within this fact, if you take it deeper, is that there is a secret oneness to it all. I think that the lessons we have to learn politically and economically now are about interdependence. But if you take interdependence to its depths, it too implies a secret oneness. Most importantly for the current evolutionary crisis: that oneness is embedded in our consciousness and we can access that. That is the reason why I don't want to theorize about anything that I can't live; I'm working at that level as well.



It's interesting, because that also has implications for my teaching. I teach in a fairly direct way when I have living bodies and inquiring minds right in front of me and can engage them at a personal level. I give them my big picture view of politics as a subset of living systems and also being a kind of living system. I get them to inhabit that in themselves through doing contemplative and reflective exercises in the classroom. For instance, I'm teaching a class called political ecology of the world food system and we talked about the globalization of different food commodities and where chocolate comes from for instance, where it originally came from, who processes it, how much do the farmers get from all of that. I brought in raw cacao nibs, which most of the students had never tasted before. We talked about where these came from and how expensive they were even though cacao is not processed, because raw cacao is a something of a delicacy. Then I gave them this very highly processed chocolate without sugar and with alternative sweeteners in it. I invited them to really be present to tasting each of these things as I talked about them and I left some significant gaps of silence, they could actually be present to experience of themselves inhabiting the living system and now being the beneficiary of a world food system. How did we come to have cacao from West Africa and stevia from Paraguay in our mouths? What are sociopolitical and biotic networks that have made this possible? And can we allow ourselves to truly experience what it means to be the beneficiary of these living systems? And what of our own as living system? When I am in the classroom it is actually quite easy to teach what I call person/planet politics. I never teach anything as if it is just 'out there'. Whenever I teach anything, I want the students to inhabit it in their bodies, in their experience. And I try to do that as best as I can by living what I teach as best I can.



It is a little embarrassing, but I don't know how all of this applies to IR; I am just trying to do it as best I can in my own life, as it is presented to me. And I write about it and I publish things—I have a piece coming out on localism that basically makes the case for what I call organic globalism, which is a globalization that is premised upon the earth as a living system and international institutions being designed very consciously on that basis. I don't quite know what it looks like but I have a sense of its rightness. To be honest with you, I am better with that in the classroom that I am at the level of large-scale institutions. Because I am beginning to inhabit this in my own being and I can communicate it to students. Maybe the next challenge is to be able to communicate it at a larger level.





So isn't there a tension between living sustainably and participating in a globalized world that is hard-wired in terms of technology?



Consciousness does not at all preclude technology. For example, I think us having this dialogue is on some level contributing to a certain kind of consciousness and it's completely facilitated by technology. Without Skype we wouldn't be having this conversation. What's helpful to me, about what I call E2C2 (ecology, economics, community and consciousness) is that these are four lenses through which to view any phenomenon—and that includes technology. For instance, we can view our Skype conversation through the lens of ecology in terms of the amount of energy that's used. Economically, we might consider what is being produced and what its value is. It's probably a pretty good economic deal since you and I are virtually paying nothing for it! So economically it's a good deal. In terms of the communitarian lens, we are developing a dialogue that will hopefully be in a relational field with many other people, perhaps thereby also contributing to a certain growth of consciousness.



E2C2 offers four lenses through which we can look at technology; they are not mutually exclusive. For me, the question is: to what extent are our technologies beneficial in terms of each of the lenses. Denis Hayes, the guy who started Earth Day, said the basic principle of sustainability is that you leave your molecules at home and export your photons. This brings us back to the concept of low energy cosmopolitanism. It's a huge question: what are we going to globalize? If we are going to have a global civilization we need to have global communication. The Internet is a tremendous achievement in that regard, and could to function as a kind of global brain, though its roots are in its military applications and today it is primarily dominated by commerce. (And I understand that pornography is a big part of it as well.) Despite its limitations, the Internet provides an infrastructure that could enable us to be in communication globally, which is very important if you want to develop a global consciousness and a global civilization. But we need to understand that our technologies must operate within the limits of the Earth system. In other words, technologies—like all human systems—are also living systems.





Last question. So how can we relate this back to IR?



I think one of the ways this is happening is that some pockets of IR are actually returning to foundational concepts. For instance, Alexander Wendt (Theory Talk #3) has started this Journal International Theory. People are seriously looking at the bigger and deeper questions, so uniting more with political theorists for instance. This idea that we are coming up against real limits is a very frightening idea from the perspective of a certain idea of freedom rooted in liberal politics. We really need to rethink the meaning of freedom in an era of limits. My own feeling is that human beings are kind of hard-wired towards unlimitedness—but the world is now pressing us to interrogate this impulse. We don't do well with limits. But the fact of the matter is, we are not evolutionarily adapted to abundance, we don't even know what to do with abundance. We are squandering resources in the most absurd ways. So we really need to rethink what freedom is in a world of limits.



It's not all together a bad thing that we are facing these limits. Those of us who have at least the privilege of being well fed and reasonably comfortable, can actually turn our attention to this question of consciousness. Because this question of 'what is freedom' is a problem of human consciousness. Rather than turning our desire towards mastery—I think as human beings we have an innate desire towards mastery – rather than turning that desire onto the external world, we've pretty well mastered it; except turns out that we live in it so it's coming back to bite us and we are facing huge climate change most likely. When we shift the focus of this desire for mastery to our own psyches, then lots of things open up. And I don't think only people who live in industrialized countries need to do this or are doing this. One of the things I saw in my ecovillage book is that people living in developing countries are also quite aware of it and are doing it at the places they live as well. There is a global awakening, at least in small pockets, to the fact that we live within a limited Earth system and a serious inquiry into what it means to be a human being at this juncture between modernity and the Anthropocene.





Karen Litfin (Ph.D., University of California, Los Angeles, 1992) is an associate professor in the Department of Political Science at the University of Washington. She specializes in global environmental politics, with core interests in green theory, the science/policy interface, and what she calls "person/planet politics." Her first book, Ozone Discourses: Science and Politics in International Environmental Cooperation (Columbia University Press, 1994), looks at the discursive framing of science in the ozone treaties. Her second book, The Greening of Sovereignty in World Politics (MIT Press, 1998), explores how state sovereignty is being reconfigured as a consequence of global environmental politics. Some of the topics of her recently publications include: the politics of earth remote sensing; the political implications of Gaia Theory; the relationship between scientific and political authority in the climate change negotiations; the politics of sacrifice in an ecologically full world; and holistic thinking in the global ecovillage movement. 





Related links





Faculty profile at the University of Washington
Read Litfin's Thinking like a planet: Gaian politics and the transformation of the world food system (2011 book chapter) here (pdf)  
Read Litfin's Towards an Integral Perspective on World Politics: Secularism, Sovereignty and the Challenge of Global Ecoloy (Millennium, 2003) here (pdf) 
Read Litfin's The Status of the Statistical State: Satellites and the Diffusion of Epistemic Sovereignty (Global Society, 1999) here (pdf) 
Read Litfin's The Gendered Eye in the Sky: Feminist Perspectives on Earth Observation Satellites (Frontiers 1997) here (pdf) 








Print version of this Talk (pdf)

Issue 44.6 of the Review for Religious, November/December 1985. ; Expectations of CommUnity Inculturation A Theology of Death and Grief The Discernment of Ministry: a Process Volume 44 Number 6 Nov./Dec., 1985 REVIEW FOR RELIGIOUS (ISSN 0034-639X), published every two months, is edited in collaboration with the faculty members of the Department of Theological Studies of St. Louis University. The editorial offices are located at Room 428; 3601 Lindell Blvd., St. Louis, MO 63108-3393. REVIEW FOR RELIG|OUS is owned by the Missouri Province Educational Institute of the Society of Jesus, St. Louis, MO. © 1985 by R EVlEW FOR R ELtqtOUS~ Composed, printed and manufactured in U.S.A. Second class postage paid at St. Louis, MO. Single copies: $2.50. Subscription U.S.A. $10.00 a year: $19.00 for two years. Other countries: add $2.00 per year (postage). For subscription orders or change of address, write R EV1EW FOR RELIGtOUg P.O. Box 6070; Duluth, MN 55806. Daniel F. X. Meenan, S.J. Dolores Greeley, R.S.M. Iris Ann Ledden, S.S.N.D. Richard A. Hill, S.J. Jean Read Editor Associate Editor Review Editor Contributing Editor Assistant Editor Nov./Dec., 1985 Volume 44 Number 6 Manuscripts, books for review and correspondence with the editor should be sent to REVIEW t-'on RELIGIOUS; Room 428; 3601 Lindell Blvd.; St. Louis, MO 63108-3393. Correspondence about the department "Canonical Counsel" should be addressed to Richard A. Hill, S.J.; J.S.T.B.; 1735 LeRoy Ave.; Berkeley, CA 94709. Back issues and reprints should be ordered from REVIEW FOR RELIGIOUS; Room 428; 3601 Lindell Blvd.; St. Louis, MO 63108-3393. "Out of print" issues and articles not published as reprints are available from University Microfilms International; 300 N. Zeeb Rd.; Ann Arbor, MI 48106. Current Conceptions of Religious Formation: An Analysis Martin O'Reilly, C E C. This article by Brother O'Reilly, Formation Director for his community in Liberia and Sierra Leone was originally prepared as a position paper undertaken in connection ,with the development of a novitiate program for West Africans seeking to join his community. Brothe,r may be addressed care of the Christian Brothers; P.O. Box 297; Monrovia, Liberia. It is difficult to name what'is a~tually done in religious formation. Although the enterprise has a recognizable history dating back at least to the time of St. Benedict, when we raise the question: What are we doing when we form others to be religious? there is little consensus about the nature of the activity. A more abstract question, .such as: What is Religious IJfe? might be more easily answered. But religious formation is not an ahistorical abstraction. - It is a practical activity. Men and women enter religious communities, and other men and women are "sent" to form them. Formation, as such, does not exist, there is only what people do, and want to do, in its name. This article will consist of a brief survey.of the principle approaches to religious formation current today, anda proposed tentative defintion of formation that gives equal weight to the past, present and future dimensions of a religious community. Although theory will not provide simplistic answers to such questions as: "When do we give the habit?" it does provide a basis for ascertaining whether one's practices are consistent with one's beliefs and for understanding how new insights and differing circumstances may modify existing practices. Perennialist Conception of Religious Formation The ."perennialist" position, exemplified by much of pre-Vatican II 1101 1~02 / Review for Religious, November-Dec.ember, 1985 religious formation, is based mainly on the authoritative position of the "formator" as the person entrusted with the task of instructing others in the perennial truths of religious life. The relationship of formator and those being "formed" is in the context of master and pupils. The person who is responsible for formation is very conscious of the expectations of those in higher authority that, certain permanent truths are being taught in a didac-tic manner. The principal model of instruction is that best described as "teaching." The starting point is usually the prescribed constitutions, the life of the founder or foundress, and the history of the congregation. The theoretical motivation for both formator and those being formed is in essence the same: he or she is to teach, and the novices are to learn. Of course, it is presumed that there are other factors operating, so that the novices' personal understanding of being religious is complemented by their actual life in community. The duties of a good religious are empha-sized in various ways: by being reminded of their personal responsibility for coming to know and accept their call from God through frequent conferences; by being encouraged to be loyal to their formation group, and to be obedient at all times to those in authority. Besides regular prayer and Mass, numerous devotional exercises and retreat days ensure that a sense of piety is being fostered. It is quite natural that such an'approach to formation tends to emphasize the descriptive rather than the prescriptive elements of religious life. The value of much of its style and method is in its precision in indicating what has to be learned and understood about becoming a religious. But by the same token it is all too easy to produce a hothouse variety of religious who, vocation-wise, wither in the more temperate zones of regular and imperfect community life. Such an approach can fail to distinguish sufficiently between the precepts of the religious life and the vocational growth and development of those in formation, with the result that conformity is substituted for free response. This is not to say that the perennialist approach is altogether unsatisfac-tory. Many outstanding religious have come through such an initiation into religious life. For those who have come from devout Christian homes, such a formation style undoubtedly offers a security and an initial certainty that religious life is for them. But however beneficial such a model of formation may be for some, it can only be unrealistic in relation to those coming from a secularized background,,or who live in a situation where the Church herself is still very young. Essentialist Conception of Religious Formation The essentialist position, as represented by ReneCarpentier, holds that Current Conceptions of Religious Formation: An Analysis / 1103 the .religious life is "above all things a life, a Christian life, a life based on the Gospel and one with the Church."1 Carpentier's work in Belgiumin the 1950s convinced him that the obligations of religious life seemed to be treated as ends in themselves. There was very little Good News about the religious life~ He therefore advocated a return to the sources of religious life, viz. Christ, the Church, and the Scriptures. The biggest challenge offered by Carpentier to religious formators was for them to underpin their work with a genuine theology of religious life: ~It is not enough to show them the religious state as a life apart, closed in oh itself and "withdrawn from the world." It is to the religious life, within the Church, that our Lord's words may be applied: "You are the light of the world." We must show its relationships with .the Church and the world, and with salvation and sanctificati6n of all men. We must have recourse to a "theol6gy" of~ the religious life,2 Advocates of the essentialist approach to formation work concentrate on imparting an understanding of religious life as a living out of the ¯ "essential" Christian ideals. The emphasis placed upon providing a gcriptu-ral and theological rationale for religious life gives an intellectual flavor to formation, and casts the formator in a "lecturer" role as opposed to the perennialist "master-pupil" approach. Because essentialist formators share the belief that religious formation is largely a matter of intellectual training, the interests and needs of those in formation are of limited value for determining the nature and content of the foniiation program. While essentialism gives a needed, firm intellectual underpinning to religious formation, it is largely an adult concept, which in turn requires a certain adult ability to view reality in a holistic fashion. Many in such a formation program, however, fail to see the relevance to their own lives of courses in Scripture, theology, church history and liturgy.' The problem with this approach, as with the perennialist pathway, is that it is character-~ ized by what can be called a "pedagogy of. object" i.e., the models of learning it relies upon are almost exclusively concerned with handing on the.charism of religious life, which itself is taken as an unchanging and universally understood aim. Admittedly, the essentialist approach looks more towards the dynamic nature of the Christian life to provide the context for ~understanding the nature of the religiouS vocation, but it underplays the aspects of the "present" and "future" of society, the Church, religious life, and the persons themselves who are preparing for religious profession. Existential Conception of Religious Formation The keynote of the existential approach is basically its concern with the 804 / Review for Religious, November-December, 1985 subject io be formed in his or her actual life situation. The words which characterize this approach are sincerity, dynamic', commitment; relevance, authenticity, choice,freedom, and experience. For those who look at for-mation. in this way, the key to .human and Christian living is the continuing choice of an "authentic" way of life. lnauthenticity means taking shelter behind the routines, the trivialities and the morally undemanding patterns of everyday life. ,To be authentic means to acknowledge basic moral chal-lenges, to be open to the ambiguities and contradictions of life, and to respond to them by committing oneself afresh to the values one perceives to be at the heart of a meaningful existence. Religious life, in the existentialist sense, is viewed and understood asan expression of the life of faith, and so must find its verification in real life. If it is not to be a dead faith, it must be acted out in deeds. For the existential-ist, it is the motivation, not the forms, of religious life that differentiates the religious vocation from that of others. In practice a formator schooled .in existentialist thinking will give prom-inence to discussion methods as the way of learning, and will emphasize the importance of the differences in the life situation of each candidate in his or her personal response to the call of religious life. A greater measure of freedom will be extended in various ways to those being formed, and the view will be encouraged that both formator and those in formation are engaged in a common enterprise of discerning the personal and social significance of the vowed life. Constitutions and histories of the congrega-tion will have only a limited role in an approach such as this. They may serve as reference or guideline, but hardly as a starting point. Emphasis therefore will tend to be much more on a diversity of sources--literature, films, music and newspapers--indeed all the sources of. information encountered in ordinary.living. There will be a fundamental sense in which it is important not to be specific about particular means of being a religious, because what is being described arises from the life-situations of those concerned. Without doubt the existen.tiai approach makes being involved in reli-gious formation a very creative and personally satisfying experience. Con-cern for the giftedness and insights of those entering religious life had rarely been present in the previous history of religious formation. Sadly these insights had been largely subordinated to the immediate needs and interests of the congregation, and formation was more often than not more a training or domesticating than a forming. The existential pathway, on the contrary, asks the formator to believe that he or she is living and praying with people who are alread3; under the influence of the Holy Spirit. The chief problem ~vith this approach to formation arises from the fact Current Conceptions of Religious Formation: An Analysis / 805 that the breadth of it provides no clue as to the kinds of experiences that properly should be provided by a formation community. The implication is that., since each candidate's experience of life is unique, each one must have his or her own formation program. Faith and well-meaning, however, are insufficient to fill the vacuum created by the abandonment of a well-de-fined initiation process. It was Dewey who said that when personal fulfill-ment is severed from intellectual activity, "freedom of self-expression turns into something that might better be called 'self-exposure'.''3 Furthermore, when too much emphasis is placed on the "inner search for meaning" of those in formation, the past heritage of a religious congregation can easily be forgotten, and responsibility for 'the future ignored; hence the shared vision that binds a group together can also become lost. ° Socialization Conception of Religious Formation The title of this approach may seem odd, for there has always been a strong community basis to formation in the sense that those being formed have lived, worked and played together in preparation for the time when they would join the wider community of the congregation. Indeed one of the important prerequisites for profession was "suitability for community life." But here the .term "socialization" is being used in a special sense, that of a planned, intensive~group experience involving both professed and nonprofessed members. The rationale behind,this approach is that "what-ever happens to the individual happens to the whole group, and whatever happens to the whole group happens to the individual." Quite simply a novice or one in formation can only say "I am a religious" because we are a :religious family. Ira founding charism is most present in the lived reality of a religious community, then'it is within a community that formation must happen. "Community-centered formation" is not .the same as ''formation within a community." The former consists of a group of professed religious and prospective members open to the challenge of living and growing together; the latter is more often thannot a convenient arrangement for housing those in formation within a regular community, with perhaps one or two helping the formator in'his ministry. The difference between the two con-cepts is that with the first one the formation of new members is a community "event," whereas With the other, formation is a "territory" clearly demar-cated from the ordinary life of the community. The core group of the formative community is made up of religious who are prepared to share their own personal and collective story of faith; to witness in an open way, to the meaning of their congregation's charism; to support those in initial formation in a bro.therly manner and to pray 1106 / Review for Religious, November-December, 1985 with and for them. The neophytes in turn are invited to "come and see" the charism and mission of the group by sharing in the common life, prayer and work of the community. This "shared praxis" approach supposes less of the presence o1: the person responsible for formation as the sole authority, and more of his presence as guide~in a fraternal network of relations~ This role of the formator means that often the work of formation will remain open-ended, ¯ that is, it is not pushed through to a predetermined conclusion for the sake of a conclusion. Whilst the main emphasis, as with the existential approach, i~ experiential rather than instructional in any formal sense, the open-community situation makes it more likely that the whole aspect .of religious life is approached in a multidimensional way. Close living, with professed religious aff?rds opportunities for the experiencing of the living charism of a congregation that no "single-parent" type. of situation consisting of one formator and the formation group can possibly provide. Conversely, having new members live with professed religious can add life and vitality to the local community, and can challenge the older brethren to look anew at the values that underpin their lives. Such an approach to formation may be successful with mature candi-dates, but it can be a wholly different story with the younger or more immature types. When formation is expected to arise from the dynamic interaction of a community, things can go badly wrong if a good number of the group are incapable, either because of upbringing or inclination, of accepting their responsibility for and accountability to others~ Not to believe that there, will be a need for "tough love" at .times, and a good d~al of personal coachingof members in the art of living together as a religious family, is to assume too romantic a view of human nature. Finally, when everyone is theoretically responsible for the formation of new members, it can quickly become the practice that no one is responsible, and people are left to hope that the newer members "get the hang of religious life" in time--a sort of formation by osmosis! 12on¢lusion Whether religious formators choose to define formation as the handing on of the perennial truths of their congregations" story or.as a radical ,living of the Christian life, as an inner search for ,meaning or as an intensive group experience, they are providing only a partial description of the term "formation.'2 Conversely, if we conceive of formation as all those growth experiences, under the auspices of a religious congregation, that ~contribute to the deepening awareness of what it means to be a religious, the definition is so broad that it fails to indicate how a planned formation program Current Conceptions of Religious Formation: An Analysis / 1~07 differs from an informal spontaneous arrangement where prospective. members learn directly from living in a religious community. If a definition of initial religious formation is to convey the full meaning of the term, it should be comprehensive while, at the same time, be sufficiently specific so that its key interacting elements are clearly conveyed. Taking these considerations into account, the following tentative defini-tion of religious formation is proposed: The planned and guided learning experience of religious life with intended learning outcomes, formulated through the systematic reconstruction of knowledge and experience, under the auspices of personnel suited to the task of aiding and evaluating a candidate's continuous growth in personal, social and spiritual competence. This definition regards religious life, and the ways of becoming a reli-gious, as dynamic. The formation process must account not only for the known dimensigns of a founding charism, but also for emergent under-standings. Consequently, religious formation is not concerned merely with transmitting the cumulative tradition of a religious congregation but also with the present dimension of a religious charism in relation to the life' experience of those seeking membership. Moreover, this definition recog-nizes that the future possibilities for the development of a charismatic religious community resides with those in formation today. NOTES ~l_zfe in the Oty of God. London: Burng & Oates, 1959, p. xi. 21bid, p. xii. 3John Dewey, How We Think, rev~ ed~, Lexington, MA: D.C. Heath & Company, 1933, 'p, 278. Even Discipline Has Its Season: Thomas Merton and Formation Today Thomas M. King; S.J. Father King has done extensive study and writing on Thomas Merlon. He is an Associate Professor of Theology at Georgetown University where he resides. The mailing address is: Jesuit Community; Georgetown University; Washington. DC 20057. Before he entered the Trappist Monastery of Gethsemani, Thomas Mer-ton wrote part of a novel that concerned a young man considering the priesthood. Like Merton himself, the young man played amateur jazz and had been leading a somewhat dissipated life. He saw his present life as remote "from the kind of discipline and perfection for a priest." As the young man thought about the priesthood, it was the word discipline that occurred again and again. Discipline appealed to him. At the same time as he worked on the novel, Merton wrote an unpublished essay that compared the lay and the priestly life. The priests were considered the lucky ones: "For them, from now on, everything is definite, is settled for them." In writing The Seven Storey Mountain he told of thi.nking about the monastery before he entered it: it was seen as a place of "much discomfort and no pleasures . I used to love books and study, but God will want me to die to all of that." He told of pursuing his novitiate with such enthusiasm that he made a nuisance out of himself by urging his novice director to reduce his portion of butter and cheese to be the same as the other monks', and he wanted permission to attend all the sessions of monastic prayer. By these permissions he wanted to lose himself in common life. He wrote a vivid statement of the Cistercian life that appealed to him: When a man becomes a Cistercian, he is stripped not only of his clothes, or 808 Thomas Merton and Formation Today / 1109 part of his skin, but of his whole body and most of his spirit as well. And it is not finished ~hat first day: far from it! The whole Cistercian life is an evisceration, a gutting and a scouring of the human soul. Merton had felt drawn to the monastery when he had visited there eight months before he had entered. Then he had seen a postulant take his ~place among the novices and he observed: "The waters had closed over his head and he was submer~ged in the community." The postulant was dressed like the other monks and was lost in the "anonymity" of the choir. Merton claimed that those who stayed in the monastery were those who simply followed the Common Rule, a Rule wherein each monk was "absolutely lost, ignored." This was the ideal he was seeking in the monastic life. Merton wanted to live a life of self-sacrifice. For years he had lived according to the urgings of his appetites only to find he was a confused victim of his own "self-contradictory hungers." The nature of these hungers were evident to him in many ways; for example, he was compulsively attending movies. Yet he would no sooner be in the theater than he .would despise the stupidity of the film; but soon he would again be at the movies. In deciding which religious group he would join, he told of wanting "a Rule that was almost entirely aimed at detaching me from the world." He was pleased to describe his entry into Gethsemani as "nothing less than a civil and moral death." He soon esteemed the other monks around him, for they had abandoned "all preoccupation with themselves and their own ideas and judgments and opinions and desires," they .had put their "whole life in the hands of another" through obedience: "The greatest of the vows is obedience." The .monk was said to be significant not because of what he does. but because of what he is: a monk: The religious habit itself was said to have the grace of a sacramental. Merton exalted in his community life and saw most people outside of monasteries as hopelessly confused. When he looked at the luggage he had brought with him, he reflected that he could no longer believe in himself as a layman. These .general themes are familiar to readers of The Seven Storey Mountain, though some of the passages remain unpublished (they can be seen at the Merton Study Center in Bellarmine College, Louisville, Ky.). The picture he gave of monastic life was demanding and severe, yet the surprising thing was the number of people who found what he described had a fascinating appeal. In the ten-year period after the publication of The Seven Storey Mountain, Gethsemani received approximately two thou-sand postulants! The number seems to say something about what people were looking for in joining "religious life." Many, of course, did not stay. With the passage,of time Merton's monastic euphoria underwent 1110 / Review for Religious, November-December, 1985 considerable change. He came to fight against the anonymity he had desired. He spoke'of monks "left with a husk of outward forms and no inner vocation." Though he had idealized entering the monastery as a form of death, he would come to ask, "Does our monastic life become so artificial and contrived that itis no longer really a life?" He had judged obedience to be the great monastic virtue; but later he would object that "doing what you are told., substitutes for life itself." He was no longer enthralled by the anonymity of the choir: "The choir is the scene of much depersonaliza-tion andanguish." He protested that monastic life should not be a "total abdication .of all human worth and identity." He even claimed that the whole concept of discipline in the life of prayer did not arise until the fifteenth century! He wrote an amusing caricature of monks who believe they are better than those in the world; the world was no longer seen as simply a place of error and sin. In his early writing he had affirmed that a monk's worth was in "being a monk." But he later said that he himself did not "comfortably wear the label of monk?' He wanted to be "a non-monk even, a non-layman, a non-categorized man, a plain simple man." "My hermit life is expressly a lay life." He told of a personal policy of"not appearing as a monk, a priest, a cleric," and said with some satisfaction, "I am a tramp." His biographer, Monica Furlong, explains, "It was as if he had abandoned all interest in the persona of the monk." The change in Merton reflected a change that was general in religious life. Religious discipline generally became less evident and many religious tried to.avoid a special identity in either manners or dress. Novices were often integrated directly into communities of formed religious, and obe-dience was no longer seen as a way of inner liberation--it was just a matter of convenience or greater efficiency of organization. Most religious would say the changes had been for the better. But recently while writing several articles on Merton, I came to believe that the more relaxed monastic life that is generally found today would in no way satisfy the Merton who entered "the monastery in 1941. At the time he entered he had different needs, needs which did not last indefinitely. Yet the general relaxation was a change that he had helped bring about. Like many others who entered the religious life in the fifties, I had been inspired by Merton's enthusiastic account of religious life. I had. been less dissipated, but I felt a similar need "to get hold of myself" and work through my "self-contradictory hungers." I entered a Jesuit novitiate where discipline was strict. Devotions, times~ to sleep, to eat and to recreate were regulated by a bell with little room for individual inclinations. Clothing, haircuts, readings and friendships were allowed little opportunity to develop accord- Thomas Merton and Formation Today ing to one's own taste~ Religious life was a way of freeing one from one's own tastes. One could wonder if that is still seen as a value--yet that was a major" reason that the noviceship took so long. In those days other Jesuits were not even to visit the novitiate "lest they disedify the novices." We believed that we were following "the more perfect way." 1 think that way of living would be frustrating for me now--but that does not mean it was not what I needed then. It was. There are seasons in one's life. Recently I was assigned to spend two years working with Jesuit novices. Meals remain scheduled, but the daily order was mostly gone. Dress is casual, betamax movies are regularly shown, beer is generally available and groups go out for:pizza. It is a more ordinary kind of life than I had known as a novice--and appears much like the life of those "in the world" or the life of longtime Jesuits. But should it be so? In working with the novices I decided much of the happiness of my own novitiate was not. present, My happiness .was perhaps naive--not unlike the happiness Merton had found among the Trappists.Like Merton I, too, had to resolve some contradictory hungers and deal with a confu-sion of undigested ideas. The exterior discipline provided support for my own efforts io control immediate appetites. I would not agree today with ma.ny of the ideals that made up the "more perfect way," but it gave me a clear look at myself and something to strive for. And in striving for a difficult goal I knew satisfaction--by being unconcerned with satisfaction. I knew better my appetite for God byignoring my other appetites. .I have visited other novitiates and talked with others in formation and I do not know if what had been valuable for me is still available. In recently doing some serious study with the texts of Merton, I came to understand something about, myself. Merton had become severe in judging the struc-tures of religious life that once he had found necessary and supportive. In the 60s I and other religious went through the samechange. But now I have come to argue there are seasons in one's life. There is a time when discipline is needed and a time when it should be relaxed. And this difference gives rise to a significant difficulty when novices early in formation are integrated into communities of formed religious. Perhaps the difference of seasons can be seen in the two sets of Rules for Discernment of Spirits offered by St. Ignatius. One set is for the First Week and the other is for the Second Week. Thus, they are put in terms of a temporal sequence, in terms of seasons. In the Rules for the First Week-- and Ignatius seems to believe that many people do not pass beyond this week--one judges one's interior movements (spirits) by a somewhat demanding objective standard. One is to shape one's life according to the commandments and the Gospel ideal and, therefore, it is according to these I~1~ / Review for Religious, November-December, 1985 Rules that one accepts the interior movements that ~support the defined ideal and.rejects the movements that do not. At the .end of the First Week (inthe kingdom meditation) one makes a radical dedication of oneself to God. In this meditation one is expected to make a deliberate choice to willingly bear all poverty~ trials and humiliations for the Lord's sake. It is a frightening expectation; but it is only after one has made such a prayer, that one is to use the Rules for the Second Week. To contrast the difference between the two sets of Rules:~ in the first set one conforms oneself to an objective standard; one tries to overcome one's feelings (movements) by judging objectiVely which feelings are appropriate. Then, in the Rules for the Second Week, one listens to one's feelings (one's consolations and desolations) in 6rder to learn from them what one is to do. One learns from the feelings only after distancing oneselffrom them and only after instructing them. Thus, at different times during the Exercises, very different norms are appropriate for dealing with "feelings." Having given hundreds of directed retreats, I have sensed that Rules for the First Week are often given only brief consideration or ignored. Much of the reason is that there is considerable ambiguity about the ethical questions that once had been so clear. Yet if one has not been through a considerable discipline of moods and appetites and begins using the Rules of the Second Week, one begins taking disordered moods and trivial appetites as messages from heaven. Thereby one becomes hopelessly confused--most people "in the world" know better than to do this. Ignatius took his own moods seriously and proposed a method of listening to consolations and desola-tions- but he would use this method only after he had disciplined them. 1 have done a fair amount of spiritual direction, and with it 1 have come to believe that many directees--by no means all--need less "spiritual life" and more objective conformity to demands of the Gospel. Any professional identity (doctor, athlete, musician, and so forth) requires an extended season wherein one conforms to an objective discipline. Senior doctors can follow their "hunches," while young interns generally should not. Mozart has recently become known as a highly spontaneous composer. There is some truth in this understanding, but Mozart became that way only after following a disciplined training that was brutal in its drmands.,l do not recommend brutal training for either musicians or religious. (Though from Mozart to Merton it has .produced some good results.) But, on the other hand, it does not make sense to believe one can be agood religious simply by being one's spontaneous self from the novitiate onwards. If that were the case there would be no need for a novitiate, other than a brief period in which to school the novices in the constitutions, charism, history, and so forth. When religious are simply integrated into Thomas Merton and Formation Today / 813 regular community life, they would seem to "have it made" more readily than is possible in any other profession. And this should lead one to suspect that something is missing in whathad been known as a demanding profes-sion- one that had appealed to the desire of the young, not to have it made, but to sacrifice one's self for a cause. Because of a current and much needed emphasis on personalism and because of smaller numbers entering religious life, many religious groups now "tailor the program for individual needs." But the present article would claim that such tailoring is not simply the better thing. There is also an advantage in. having a more or less uniform program according to which the novice should be tailored to fit a new way of life. Merton felt he needed considerable tailoring. If his novice director had tailored the life according to Merton's unique personality, would his director have left him in the chaos of his hungers and even more ill-adjusted~than he was to Trappist life? I suspect Merton would have been a better monk if he had not received a special assignment to "literary" work shortly after he had entered the community. Merton wanted to be lost in anonymity, the.ano-nymity of common life. In this age of personalism is there still something that can be said .for anonymity? There are advantages in losing oneself in "common life," especially ~when it is part of formation. One identifies with a group only if one has actively striven to become part of it. Such is the only way that a sports team can develop an esprit de corps.The members do not develop a common spirit unless they have been together in a common and demanding training. Members of such a team have tailored themselves to fit together in spite of their differences--and that is the power in their bond. It is only by striving to live by something more important than personal preferences, that one can discover the power of a community bond, a bond that is not at all the same as the friendship bond. The latter is based on personal choice--it is a matter of taste; while the community bond develops when different types of people (who otherwise iriight not be drawn to one another) submit themselves to a common discipline and thereby realize they are together in something more important than their personal tastes and bigger than any of them. When Jesus was told that his family was seeking him, he respgnded that his family was composed of those who "heard the Word of God and did it." (They could be said to be following the Rules of the First Week by conforming themselves to the gi{,en Word, to an objective discipline.) They were not together simply as'a m~itter of preference or as a group of congenial people with a common interest. Can we even imagine--a tax collector and a zealot in one group! The disciples were bonded by a common discipline 1114/ Review for Religious, November-December, 1985 that united them in spite of their differences. One might also allow that within this group some friendship bonds were allowed to develop. In this age of personalism I confess that I still understand what Thomas Merton was seeking as a young monk, and I believe I was seeking some-thing similar. In short, I did not want to dedicate myself to the triviality of my own'preferences, l still know the advantage of losing oneself in an impersonal discipline and losing oneself in the anonymity of a group.And in arguing for tl~is anonymity I find support in the words of Jesus to the effect that we must first lose our self in order to find our self. This command would suggest that first there must be a season of losing, and only after that a season of finding. And the season that comes first should say something about religious formation. Sometimes conservative religious communities tell only o.f the importance of losing oneself--while liberal religious com-munities tell only of the importance of finding oneself. But the present article would argue that each has its season. Christ the Center of Our Vowed Life by Boniface Ramsey, O.P. Father Ramsey's three article's on the vows of religion are available as a single reprint: i - The Center of Religious Poverty ii - Christocentric Celibacy iii - Cruciform Obedience Price: $1.75 per copy, plus postage. Address: Review for Religious Rm 428 3601 Lindell Blvd. St. Louis, Missouri 63108 Expectations of Community Along Life's Journey Kristen Wenzel, O.S.U: Sister Kristen teaches Sociology and Women's Studies at the College of New Rochelle. She als9 does work for religious congregations as a research consultant. Her previous article in our pages was "Toward a So~iology'of Ministry in the United States~ (July/August, 1982). She resides in the Ursuline Community at 596 Minneford Avenue; City Island; New York 10464. here is no question but that our experience of community is a very important aspect of our lives. God has so,made us that we all need to feel we belong. This is also true sociologically speaking. It is true regardless of age, family upbringing, ethnic heritage, ministry or the group with whom we live. Looking back over our experiences of community is like going on a journey. When we go on a journey, what accompanies us--things or people? When we venture out, do we pref~er to go alone or with others? When we want to rest along the way, do we seek. out friends or a quiet grove alone? When we are unsure of our direction do we follow our hunches or do we ask for help? Let me ask you, where .have you experienced community along the myriad pathways of your life--at the fork in the road, at the intersection or along "the road less traveled'~ Let me explain. When I think of "the fork in the road," I think of the times when community forces me to choose between it and my ministry or between it and my preferred friendships or family. When I picture an intersection, 1 am thinking of all these important groups in my life converging and merg-ing in one place. Sometimes experiences of community seem to be taking me, a pilgrim, on a road less traveled, a road littered with obstacles. The 1t16 / Review for Religious,. November-December, 1985 road is uneven and progress is slow. Along the pathways we have walked, what have been our experiences of community? More directly, what person(s), group, or, perhaps, minis-try or activity is carrying me through life? What is community for me? Now, let us take a more analytical look at the word "community." Understanding the Word "Community" There are a variety of understandings of the term community. If you were to ask those with whom you live how they define community, one person might share with you an experience she has had of community, for example, a special liturgy with everyone in the house present; a jubilee celebration; extended time spent together over a meal; coming together with others from several configurations in similar work where talking and sharing are done in a concerned way and meaningful context. Another person might speak of the feelings that the word community evokes: for her, community is affi.rming, challenging, frustrat!ng, supportive, alienating, gratifying. Others might tell you what they wish community would be and what it has not been for them. Yet another might come back to you with the question, "What do you mean by the community? Everyone living under the same roof?. Our cluster community? The people with whom I do ministry? The diocese or province? My friends? My family? My parish?"~ This variety of responses indicates the many different ways we define community, describe our community experiences and/or set our goals regarding community life. How we define, describe or prescribe directions for community living is the foundation for building models of community. Generally, sociologists agree on three characteristics as essential to community. They are: locale, common ties and social interaction. When we speak of "the community" this concept encompasses locale or place as the basic component. Whereas, "community," as distinguished from "the community," emphasizes the common ties and social-interaction compo-nents of the definition? In this sense community is viewed ;not so much in terms'of locale or where we live, but in terms of there being "a high degree of personal intimacy, emotional depth, moral commitment, social cohesion, and continuity in time.''3 When we religious are asked about our experience of community, what most frequently comes to mind--the geographical locale, the level of social interaction present,~ or the common bond of a shared ministry, vision, commitment? The common bond or common ties component of community refers to an organizing factor which is neither a locale.nor an emotional tie but a common intellectual or professional bond4 or, in terms of our status as Expectations of Community / 1117 religious, a common religious understanding or spiritual bond. It is this common-bond element that is referred to in the "Community Life" section of the constitutions of many religious congregations, for example: -The love that unites us finds its source in the intimate union of Father,' Son and Spirit who dwell within us. -Christ calls us to form, as did the first Christians, a community having "one mind and one heart" (Ac 4:32) and experiencing the joy of his presence. -In Christ we are one body nourished by the Eucharist and strengthened by the Word of God. What about the social inter'action component of community? Here sociologists distinguish between the rural village and urban industrial society to present the dramatic changes that have occurred in the level of social interaction between people. What the sociologists have to say, I believe, gives us insight into how community life has evolved here in the United States. In a village society most people held common values, norms and traditions. The survival and welfare of the whole village was a concern shared by all. Social bonds developed among.people from the many activi-ties and functions. Geographic mobility was limited and personal contacts were long-term. A distinctive characteristic of the village community was that each .member had a position in the social order, a position usual)y assigned at birth. Expressions of individuality such as distinctive clothing, work aspira-tions, leisure activities and friendship circles were strongly circumscri.bed by the rights and obligations of other village members. Consrquently, the self-identity of the individual often fused with the individual's identification with the village. . On the other hand, in urban industrial society life is much more diverse and fragmented. We do not have regular, continuous face-tr-face interaction with just 'any one group over a number of years. Many of the people with whom wedo come in contact we deal with in impeCsonal, functional ways. Those we live with may come from social classes and ethnic backgrounds very different 'from ours. Personal histories are heterogeneous. Conse-quently, we don't necessarily share with our companions common tradi-tions,' values, aspirations or ,goals. Unlike people in rural villages who~ spend their entire lives in the same community, we are highly mobile, not only gebgraphically but socially as well. More often than not, we enjoy a 10osely-linked network of friends across several groups rather than a close-knit network within one community. In religious life increasingly, specialized ministries also are a product of this urban industrial and technological society. I~111 / Review for Religious, November-December, 1985 Locale--common bond--social interaction. How important is locale in my experience'of community? Am I living in the particular community where I am because it is convenient for my work . . . because of my background experience or trifining for a particular ministry., because I can be close to aging parents or a sick relative., or because for me it is a real faith community to which I choose to belong?. Is a common bond, such as staffing a hospital, a love of one's foundress, serving the poor, or simplicity of life, with relatively little emphasis on locale and social interac-tion sufficient for community to exist in my estimation? Or is social interac-tion the essential element and, if so, what level of such interaction must be operative to make community for me? The relative importance we give to locale, common bond and/or social interaction indicates the model of community with which we most closely identify. Moreover, these are some of the basic elements that today's candidate for religious life will be looking at before choosingtomorrow's community. How each of us experiences community today ~s good and growth-produc-ing also influences the criteria we use in choosing the type of religious with whom we wo~ld like to live. This choice may only be able to exist in our mind. Nevertheless, the choice is real and affects the reality of community living. There is current tangible evidence that among us religious we differ in the sociological factors we emphasize in measuring the quality of commu-nity life. There is current tangible evidence that among us religious we differ in the sociological factors we emphasize in measuring the quality of commu-nity life. Current Trends Shaping Our Expectations of Community To define ~ommunity is one of the tasks to be done in developing models of community. Another very important task is to become aware of and sensitive to the current trends shaping expectations of community. Recent trends in theology and ecclesiology have had a significant impact on the spirituhlity as well as the experience of community life for apostolic religious in the United States. Among all the developments that have occurred in. the understanding of spirituality over the past twenty years, there are two that are fundamental. The first .concerns the way we view the world. Here we have moved from an assumption that reality is essentially static and unchanging to an awareness of a world that is dynamic and changing. As human persons within this world, not only are we subject to the process of continual change but'we are ourselves the very agents of that ~hange.5 It is in the acknowledgment, of being such agents that we are Expectations of Community / a19 evolving a new style of religious life. A second development, equally influential, focuses on how we view God. We have moved from an understanding of God as trangcendent and historical to the discovery of God as immanent in-our experience. We believe that human existence in its natural condition is radically oriented towards God.6 In the context of this understanding we have come to trust our experience of existence in the here-and-nowas the locus of the revela-tion of God. Consequently, e~eryday historical life and religious life are not separated. Experience takes on new meaning and becomes an integral part of our spirituality. These two broad developments in our worm view and God view make up the integrated secular and sacred climate in which community is being experienced, lived, and named among us today. The view of religious life as a mystery and a gift given to the Church in a particular moment of history has led to a search for new forms of com-munity; which will support the challenge of ministry in a new age and in a specific culture. An evolutionary perspective, which sees the life of faith as a journey and conversion as an ongoing process, has encouraged a more open and fluid approach to community.7 According to this trend community life is viewed primarily as a basic support for the mission of the religious congregation and for the ministry of the individual religious: Apostolic community life is a living out of the baptismal call to witness to the message of Jesus through ministry and service to the world. Consequently, community life is not lived apart from the world but rather within and for the world to which we belong, Our decision to live together out of shared Gospel values, and to give witness to these in society, is the foundation of community. It is such values underly-ing this decision which influence prayer, mutual support, presence, rela-tionships, lifestyle, finances, and all other aspects of community living. While community life is a living critique of the prevailing values of society,s it is also somewhat influenced and shaped.by societal trends. What are some of these secular trends challenging and giving rise to various models of community life?. John Naisbitt, in his popular book, Megatrends, deals with ten specific trends. I would like to single out three of these trends as those which I think we need to study and reflect upon in our .analysis of models of community life. Trend I. There is a persistent mbvement in society toward participatory democracy because there is a deepening conviction that people whose lives are affected by a decision must be part of the process of arriving at that decision. There is pressure On the Church, corporations, universities, local 1~20 / Review for Religious, November-December, 1985 parishes, agencies and hospitals to become more open and accountable. There is the new shareholder activism, worker participation, demand for greater employee rights and the consumer movement.9 There is no question that this trend toward participatory democracy is affecting religious and their current expectations of community. It is. an important element to be considered in building a model of community life. This growing movement toward participatory democracy is viewed by a significant number of reli- ¯ gious as an essential element if commumty for them is to be a credible and viable way of life. Trend 2. This decade is a decade of diversity, with multiple options in lifestyle, education, religion, housing, transportation, leisure activities, music and the ~.rts. The term "family".is being expanded to include a number of important relationships between people not related by blood or marriage. The country no longer holds on to the myth of the melting pot as ethnic and racial groups in growing numbers celebrate their diversity. Mul-tiple options have en';erged for women in the workplace, in personal life-styles, in choice of education, in elective sur~gery. Likewise, ~options for church membership are multiplying.~0 These trends are shaping current expectations for tomorrow's community. "Multiple Options" is becoming an evermore critical element to be considered in developing a model of community life. Cor~sider, for example~ multiple options for belonging to groups. This reality can enhance the quality of community life for contem-porary religious if we are willing not only to acknowledge this trend but to have leadership acknowledge it. Trend3. A world of interdependent communities.is being forced upon us by circumstances. Unless we recognize this we will not survive~ To achieve needed technologies we as a nation will have to work cooperatively with other nations. We will need to forge a 0ew relationship with the Third World as equal partners in an interdependent world.~ Perhaps the most significant areas of interdependence are those relating to the nuclear power issues and the growing global economy. Interdependence as expre,ssed in intercongregational-supported minis-tries, formation programs, and intercommunity living is a growing reality for contemporary religious. Interdependence for tomorrow's community means these developments will be more the reality than the exception. They will not only be accepted but embraced as integral to building a model of community life. These ~current trends do not comprise an exhaustive list. However, they are trends--religious as well as secular--that are having an impact on what we expect of community life. For example, if we bblieve that human experience is a locus for the revelation of God then, for us, God is expe- Expectations of Community rienced in interpersonal relationships, in ministry to and with others, in struggles for justice, in communal and liturgical prayer as well as in the give~and-take of daily community life. It is important that we get in touch with those patterns and trends in the Church as well as in society that are influencing our preferences for holding on to or restructuring our experi-ences of community. What are the trends you believe shape your own expectations of com-munity? It is here, I believe, that we find a clue to the reason why we may identify with one particular model of community' rather than another. Also, it is h~ere we gain insight into why, when we speak of tomorrow's community, we are speaking of multiple models that will grow in credibility and acceptancewithin a single congregation. Expectations as Expressions of Models of Community What do we mean by model? Our own experiences attest to the fact that community is a complex reality. We cannot take all dimensions of community and integrate them into a single vision of community. That would not be doing justice to its various elements. Rather, we keep them separate, highlighting different dimensions at different times. The use of models exemplifies a typological approach tothe study of community. The number of types or models is unlimited. However, I have chosen to limit the number of models lowill present to four. Each of theseomodels could .be broken down into several subtypes, but 1 will not attempt to do that. By approaching the study of community from the perspective of model, ultimately, I. am suggesting that this method offers us a multidimensional and not an uriidimensional understanding. The method of models or types can be invaluable in helping us to get begond the parochialism of our own outlook and t6 enter into fruitful dialogue with other members having a fundamentally different perspective. This particular approach should en-able us to encourage the kind of pluralism that heals and unifies ~ather than that which frustrates and divides. The use Of different models in our discussions of community evokes different viewpoints on issues and differ-ent suggestions for living out community. Sociologically, the. presentation of types or models: suggests what already is, not necessarily what Should be. Where'we live community life is determined more by circumstances, preferences and opportunities than by our trying to conform to some idealized concept in an idealized reality. Sociologically, idealized conditions do not exist--for better or for worse. The Institutional Model Here the concept of "locale" is impo~ant. The place one is assigned or II~fft / Review for Religious, November-December, 1985 sent to, the geographical locale, is believed to constitute community. It is the community for the individual in the sense that this is where one's attentiveness and availability are directed. The principal needs of the indi-viduals are satisfied by their participation in communal prayer, shared meals and recreation together. Informal contacts outside the community are infrequent and do not contribute in a major way to the individual's life. Here, to live the common life is to live community. This is the goal, the basic conviction, shared by members who live this model of, community. The structured life is formally organized with a horarium and recognized levels of authority.Ordinarily, there is a single apostolate raiher than a diversity of ministries. Decisions are made based on the common good which, with stability, is highly valued. The members' needs and expecta-tions are met, for the most part, by the community. In the context of this model, individuals experience a strong sense of belonging to the gro~ with whom they have invested so much of their energies. To a large extent they are known .by the group and usually feel comfortable in group activities. They experience support from their communal living. This sense of pur-pose and direction is strengthened because it is shared by the group. Because so much time is given to the group, less time is available to follow personal interests or become involved in Outside activities. Exposure to lifestyles markedly different from the members' own is limited: Understand-ably, these types of boundaries as well as the relative homogeneity of the community tend to reduce overt conflictual situations. Preference for this model, would be shown by such felt needs as: -Praying together: office, Eucharist, shared prayer, retreat, communal prayer service; -Arranging gatherings on provincial and local levels: summer renewal, conferenc~es, chapters, workshops, jubilees, professions, funerals, big feast days; -Sacrificing personal interests for the common goo.d;, -Playing together: shared hours of relaxation, recreation, fun times, togetherness in enjoyment of TV programs of special interest, vaca-tion, cultural outings; -Feeling a sense of belonging and ~of being "at home" with one another; -Holding community meetings frequently, where members arrange schedules in order to be there. The Individual Identity Model In this model the emphasis in community is on social interaction rather than locale. An emphasis on the community member as person replaces Expectations of Community emphasis on community as place. Value for the human in self and others, respect for the dignity of the human person and the responsible freedom of every member are the basic convictions in this model. Consequently, it is the nurturing and growth of the individual that is of primary concern. Prayer in common is seen as a support and as a challenge, helping the individual to grow by helping to develop her or his insights and gifts. Diversity in rriinistry becomes inevitable with the emphasis placed on the d~velopment of each individual's talents. Community members are learning to recognize the dignity of the human person who has both rights and responsibilities in relationship to self, to others and to the world. The value of community flows from who we are rather th~n from what we do. There is a struggle with how to blend individual rights and responsibilities with those of .the group and how to hold both in healthy creative tension. There is a deep concernwith how to empower one another to be active participants in the creation of a Church, a nation and a world that reverence'the human~dignity of all. In a special way members of this~ type of community, if it is a commu-nity of women religious, recognize that the Women's Movement in the United States has deeply influenced many who share the determination to "use our power collaboratively and collegially in non-violent ways" to bring about the creation of a world that'respects all that is human. These members are coming tb a new understandifig of what it means to be woman: "The glory of God is woman fully alive," They are experiencing a new sense of solidarity with other women. They wish to bring about an awareness of women's unique gifts to be used in the creation of a more human, loving and just world.~2 This movement has heightened among religious the need for personal and communal discernment as 'they come to (erms with change as a continuous reality in their lives. It has also led them to create participative and collegial structures within community. There is dialogue and interaction on the journey so that they might discern and respond to the Spirit leading .them into the future. Prefereiace for this model Would be exemplifieod by such statements and elements as: -Challenged and called to grow beyond myself; giving most generously of myself; -Accepting responsibility for community; owhing community decisions; having a sense of building together; enabling the community to articu-late expectations of the group and individuals; -'Desiring growth in ideniity and cha'racter as individuals and as community;, -Appreciating each member for her or his contribution; considering ~124 / Review for Religious, November-December, 1985 members as individual persons not to be overloaded with work; -Recognizing the talents and gifts unique to each person and -Affirming ministry. The Ministry Model Here community life is viewed primarily as a-basic support for the mission of the religious congregation and the ministry of the individual religious. Community exists to facilitate the individual member's availability to minister to the needs of society-at-large. The active apostolate is of primary importance in this model. This is the common bond for living together in community. Locale and social interaction are of secondary importance. It is ministering to the needs of the People of God rather than to the members of one's own congregation that is the major expectation. Religious vows in response to vocation are a consecration for mission and are viewed not as ends in themselves but rather as supports for minis-try. Personal prayer demands a contemplative stance toward all of life and leads to contemplation in the midst of action. God is experienced in minis-try to and with others.13 Consequently, prayer in common is scheduled around the demands of the apostolate. It will occur less frequently, and at times without all members present. Times for private prayer would be more common. The major consideration in decision-making would be, "How will this decision provide greater availability and effectiveness in the apostolate"?. There may or may not be a diversity of apostolate works represented among the community members. Within the context of this model, for .example, new ministries are emerging for the, semi-retired that take them outside of the community: to share at centers for senior citizens, to tutor adults or chil-dren, to do parish.visiting or home nursing. Changes occurring in the society-at-large are affecting many of the types of changes experienced in the local community. In addition, membership in other groups and com-munities is acceptable as a means to apostolic service. It is quite common for some members to find these outside groups to be their primary com-munity. All-in-all the dimensions of community life are shaped by the values, goals and expectations of those whose primary focus is the apostolate. For some religious, the value of witnessing to community in the larger society becomes the apostolate. The community exists for the sake of its witness value. The expectation here is that the group will. live community in such a way that those outside community will see among them God's action in the world. Inviting butsiders to join the community for commu-nal prayer is an important dimension. In fact, hospitality in general would be considered essential to this type of apostolic community life. ¯ Expectations of Community as~ Preference for this model would be exemplified by such manifestations -There is interest in and suppori of one's ministry; united in service of others; involved in a common apostolate, being on an Ursuline faculty, giving help to the needy and the poor; -Small group living offers unique ways to use personal gifts, in the service of, others; -Hospitality is shown to guests, whether members of one's congrega-tion, one's family or friends and -Sharing work. The Communion Model~4 In the context of this model, the members of the community share the conviction that the concept of communion unveils an ever-deeper under-standing of community. Because we are all united in Jesus Christ and form one'Body of which he is the head, we are united to each other as members of one body. The diversity of gifts, talents, personalities serves the richness and well-being of the Body of Christ which is the Church. This is the common bond that unites members in community. They share the expecta-tion, the conviction, that religious life is a microcosm of the Church, a witness to the kingdom of Jesus Christ, and therefore, it must be a com-munion. Our life together must reflect the kind of fellowship with Christ and his members that is described in the New Testament. The source of our sisterhood or brotherhood is not human compatibility but rather a com-munion rooted in faith, in baptism and in life in Jesos Christ. Communal prayer, faith sharing and Eucharist would be the essence of community in uniting each religious to Jesus Christ, Likewise, there is a strong emphasis on attentiveness to the Spirit as a source of unity. Our oneness in Christ and his Spirit becomes the underlying rationale for the types' of decisions made regarding authority, leadership, provincial gatherings, living the vows, apostolates, and efforts to continue the updating and renewal of religious life. Likewisr, this communion directs us to attend to the needs of society and to issues of social justice. Communion is unity amidst diversity and is the essence of community life. Preference for this model would be exemplified by such evidences as: -Experiencing joy in living with people dedicated to the Lord; inspired by the fidelity and prayerfulness of one's sisters; -Sharing at depth level; articulating shared values; faith, vision; -Sharing times of crisis and -Assembling for the' good of the Church. To summarize--in these four models which I have just presented, we 1196 / Review for Religious, Nove.mber-December, 1985 do not find an exhaustive study but rather a continuing exploration of various, possibilities. From a sociological perspective, we see that different models place different emphases on Iocale,~ social interaction or common bond as the foundation for developing the model. These three elements are present in varying degrees whenever we describe community or living group. No actual community identifies totally with any single model. However, every community will probably find that it has an affinity with one model more than with another. Furthermore, it is important to acknowledge that each model raises a number of issues regarding commu-nity life that need to be addressed by members. Sociological Factors Influencing Our Expectations of Community What shapes .our expectations of community? Why do we find our-selves more attracted to one model rather than to another? Why do we recognize the description of one type better than another? Why do we haxie the preferences that we do for a particular model rather than for another? Or, on the other hand, are our expectations unclear or conflictual? Do we find more than one model appealing or, simply, none at all? Will tomorrow's communities really be that much more .different from today's? The variations that exist among us regarding expectations of commu-nity can be explained, in large part, by our respective personal ~ back-grounds such as the size of the family we grew up in; whether our ethnic heritage is Latin, Irish, Germanic or whatever; the type and number of years of education we had and whether we spent our childhood and early adult years in a rural or urban environment. Our age also affects our needs regarding community, and those needs change as we move from our 20s into our 30s, our 50s, our 70s. Likewise, our social-class background will have some bearing on how we view community. And there are other sociological factors which are influential. The task before us is for each of us to identify and name those that we believe have the strongest impact on our own respective expe.ctations and preferences. At times there is a tendency to call for unity in community while downplaying diversity of sociological background; for example, to challenge one another to a simplicity of life that will unite us, regardless of back-ground, social levels, experience or education. We are not united regardless of these factors. We can only be united in a real way when we have regard for them. This does not mean.we are defined in a static way by our personal history. But, we do need to remember that personal history is God-given, and the starting point for any of our journeys. Appreciating differences and allowing ourselves to be influenced by them can add a great deal of enrichment to community life. At the least, an awareness and Expectations of Community sensitivity to one another's background can explain why there exist among us so many and varied experiences and approaches to community. Briefly, I would like to mention another set of factors affecting prefer- 6nces. I will not ela ~borate on them but I would like t6 refer to them because they are critical elements to be dealt with in working out the practical details of community models. They are what we call structural elements; for example~ (1)the building lived in, (2) size of group, (3) geographical location, (4) age distribution, (5) daily schedule, (6) length of time of stable group membership, (7) procedure for incorporating new members, (8) mix of personality types and (9) number of ministries represented. There is a great deal more I could say about sociological factors and how they influence our expectations with regard to communal living. However, I believe I have given at least an indication of how to explore and apply them in gaining insight into how our preferences shape our attraction to one model over another. Conclusion In conclusion, I would like to say that the journey mentality embodied in this paper is different from the "trip mentality" so often present in our society today. When we go on a trip our focus is on arriving. Our attention is toward the future with relatively little preoccupation on the present. We are driving sixty'five miles-an-hour to get there and what we are passing on the road is unnoticed. On the other hand, the journey, mentality is attentive and respectful of the process. It is attentive to the here and now. It is a creating.and c~reative e~xperience~ It is the p!ace to be because this is the place God is. The fact that we do not have it all together, the fact that we are searching, the fact that we are moving slowly, sometimes reluctantly, sometimes with conviction, are all positive signs and reflective of the way God's people have acted throUghout history. This is reflective of every social movement whether religious, political, economic or communal. This is reflective of what we are about in all of our deliberations about commu-nity- along our life's journey. NOTES ~Similar questions are addressed by Barbara Glendon, O.S.U., in her article, "Models of Community," REVIEW FOR RELI~,IOtJS, Vol. 38, No. 2 (January/February, 1979), 206-216. 2Jessie Bernard, The Sociology ofCommuhity (Glenview, Illinois: Scott Foresman and Company, 1973), pp. I-2. 828/ Review for Religious, November-December, 1985 3Robert A. Nisbet, The Sociological Tradition (New York: Basic Books, Inc., Publish-ers, 1967), p. 47. aBernard, pp. 4-5. SMaureen O'Keefe, L.S.A.', "Reflections on Spirituality and Religious Life," unpub-lished paper written for an all-day program on "Reflection on Apostolic Religious Life in the Archdiocese of New York" held on April 29, 1984 at Mount St. Vincent, Bronx, N.Y. ~Ibid. 7Corita Clark, R.D.C., "Communal Dimensions," unpublished paper on the interpretations of data gathered from women religious of the Archdiocese of New York who attended a program entitled, "The Experience of Religious Life in the United States" on February 4; 1984, p. 8. 81bid. 9John Naisbitt, Megatrends (New York: Warner Books, Inc. 1982), pp. 159-188. ~°Ibid, pp. 231-247. ~qbid, pp. 55-77. ~2Here 1 would recommend Carol Gilligan's book, In a Different Voice (Cambridge, MA: Harvard University Press, .1982) where she presents the thesis that women's experience of relationship and care must be included in theories of human development which traditionally have stressed men's experience of individuation and autonomy. ~3Clark, p. 8. ~4Ernest R. Folardeau, S.S.S., "Religious Life is a Communion," REVIEW FOR REI,I-G~ OtJS (January-February, 1984), pp. 65-68. The basic ideas for this section are taken from this article. From Tablet to Heart: Internalizing New Constitutions I and II by Patricia Spillane, M.S. C. Price: $1.25 per copy, plus postage. Address: Review for Religious Rm 428 3601 Llndell Blvd. St. Louis, Mlssoud 63108 Eucharistic Community of Disciples William E Hogan, C.S.C. Father Hogan's last article, "A Sense of Consecration," appeared in the issue of November/December, 1983. He continues to reside at the generalate of the Christian Brothers: Fratelli Cristiani; Via della M~glianella, 375; 00166 Roma, Italy. Since Vatican II it has beeri commonplace to say that the Eucharist is the highpoint of the day, the summit, the center. This is the manner of expres-sion one encounters in constitutions, conferences, formation instructions, and so forth. Yet many of us on the individual and community level could very well ask ourselves if in fact the Eucharist is the central point of our-day, if we do approach it. with the spirit and outlook that enables it to be our real focal point. In actuality we may well,discover that our vision of Eucharist is narrow, and that we "do"~Eucharist because it is expected of us. It is not too distant in the past that big gatherings were marked with Benediction of the Blessed Sacrament, for that was an accustomed way of noting special occasions. Now whena group of religious come 'together for a meeting or solemnity, the expectation is that the occasion will call for a community Mass. This is all well and good, but we may be missing its impact on the community and our individual persons unless our eucharistic horizons are broad; for it should not simply be an occasion for celebrating with song and ceremony. Indeed, it is also a moment for healing, for proclamation, and for recommissioning in service. Our times have seen a wonderful explosion of renewed insights into Eucharist as a result of theological and scriptural reflectionJ There has been a return to many of the aspects of eucharistic awareness prevalent in the early Christian community, but progressively neglected with the.pas-sage of time, especially when the vision of so many was primarily restricted 829 I1~1~ / Review for Religious, November-December, 1985 to Eucharistic Adoration. These insights should not be left in the intellectual domain; if carried over .and integrate.d into our daily vision, they can greatly enrich one's appreciation of Eucharist and help toward a realization of the Eucharist as the center of the day and of the community. As a means of helping people to make the Eucharist central, spiritual writers often enough used to speak of spending half of the day in thanksgiving for the Eucharist that had been celebrated and the other half in preparation for the next Eucharist. Surely many individuals found this approach helpful, but even more could be gained from incorporating into our lives the fruit of the present eucharistic renewal. At the outset, though, let us not be tempted to reject the wealth of spirituality that has come to us over the centuries from this emphasis on Eucharistic Adoration. For time spent in the Eucharistic Presence can serve as a powerful source of growth and strength in one's relationship to the Lord and to others, especially in terms of fostering an awareness of the many other presences of God 'in one's daily living. Through a lived awareness of the community, service and prophetic dimensions of Eucharist, individuals and communities may discover that Eucharist can be an integrating factor of daily life, and lead them to become a "eucharistic community of disciples,;' as the Lord Jesus intended. When we gather as a community to hear God's word and offer ourselves in union with Christ to .the Father, we assemble as a people of brokenness in need of healing and forgiveness for .our failures to carry out the Lord's command of love for, and service to, our sisters and brothers.° We bear all the weaknesses with which our personal and community qives~are laden~ and ~with the multiple failures ofour unfulfilled resolves to be more open to the Lord individually and together. We come in need of individual and community healing. The initial rite of the Eucharist introduces us to its forgiving and healing aspect as we sincere.ly acknowledge our need. It opens us up to rediscover the presence of Christ in our midst--not just the presence of Christ in his word, in the consecrated bread and wine, in the minister, ~,but in~ the very group of people with whom we have come together to worship. Jesus is there in the midst of the human weakness, the~ tensions, the variety of personality types, the physical sizes and shapes. He is there because we are gathered in his name. And he calls us forth from ourselves to discern his presence at the time in the community of worship. ,~ It is not enough that we discern his other presence~ in the eucharistic celebration. Our eucharist does not deserve the name in the full sense if we are unaware of his presence in the assembly, since Eucharist involves the interrelationship of a series or network of modes of Christ's presences. It is, as it were, a way in which Christ concretizes the connection between love Eucharistic Community of Disciples for God and love for people. It is an extension of the Emmaus incident in which the two travelers could recbgnize Christ in the breaking of the bread because they had shown hospitality toa fellow journeyman, inviting him to stay with them. Thecommunity aspect of Eucharist is not just a matter o.f song, gestures and prayer together, important as these ~re; for they can fast descend to the level of the empty ritual against which Jesus spoke. Rather this facet of Eucharist centers on a faith conviction that Jesus is in ~the midst of his people, a Risen Brother among sisters and brothers, leading them in wor-ship of the Father by the power of the. Spirit. And the perception of this manner of Jesus' presence is related to the breadth of our view of the Jesus whom we receive in communion: We receive the Risen Lord Jesus who is inseparable from the people whom he redeemed; so that our communion with him mysteriously engages us in communion with others, Long ago St. Augustine wrote: "We receive what we are; we are what we receive, the Body of Christ." And also, "We say Amen to what we are, the B~dy of Christ." In receiving Christ we somehow receive others into ourselves; we are put in touch with them on a profound level. " The context of the Seder meal in which Jesus instituted the Eucharist was, and still is, an experience of celebration and communion, for" those participating, in the various presences of Yahweh. The gestures and' rites expressed solidarity; the history proclaimed was a family history of ~the people, extending into the very time of celeb~:ation, wherein Yahweh was present in their midst, Jesus took the richness of that meal and transformed it; he took the whole community dimension 'that was essential to it and gave it an even deeper m~aning with his promise to be with those gathered in his name. But he challenges his disciples to awareness of this presence of his; for it does not happen automatically in one's life and a community can easily miss the Jesus in whose name they are gathered. It is not enough to focus on the word, the altar, the minister. Jesus' washing the feet of his disciples reveals another facet of Eucharist: the service dimension in which the liturgy of the altar flows forth into the liturgy of life: Jesus' act of washing the feet of the apostles was an integral part of Eucharist and not an isolated event,~ It summed up the self-empty-ing that had been going on all through ,his life and which would ~find its ultimate expression in the total giving of self on Calvary. When he told his disciples "Do this in memory of me," Jesus would have referred to more than the institution of his Body and Blood. His charge to the apostles would have encompassed what led up to the actual words of institution and the whole spirit of gelf-emptying that underlied them. His command to "wash one another's feet" is closely related to "Do this in memory of me"; 1~.2 / Review for Religious, November-December, 1985 for without the spirit of mutual se.rvice expressed in washing one another's feet, we will 'not in fact be celebrating in memory of him even though perform the ritual of Eucharist. Eucharist necessitates that those who par-ticipate in it break the bread of their own lives with others and pour forth their blood for others in service. Christ made it clear that it was by love for others that people would recognize his disciples, and love finds its expression in servibe of others. We have only to reflect on the parable of the last judgment in the twenty-fifth chapter of the Gospel according to Matthew to see the connection Jesus made between service of others in a communion of love with them and being his disciple. Or consider the words of Jesus when his disciples wanted him to disperse the crowds when it was getting late: "Give them something to eat yourselves" (Mt 14:16; Lk 9:13). The eucharistic tone.of the gospel narrations of the incident, is reminiscent of the eucharistic call to serve others, as Jesus himself goes on to serve the crowd--and the people in the crowd also go on to share their goods and serve one another. Every time a community gathers to celebrate Eucharist, it receives a renewed challenge to go forth and serve others and share with others, to wash the feet of those whom we meet--and to let our feet be washed by others, inasmuch as a spirit of service and communion with those whom we serve requir,es an ability to receive as well as to give. All the moments and actions of ministry during each day, and the daily demands and opportunities for creating community are rooted in the liturgy celebrated at the altar, and constitute a large part of the liturgy of daily life in which we are freed from self for others and for the Father. "Do thisAn memory of me" should not be words heard only after the consecration; they should echo in our hearts all day long in all we do and tr), to live. And when our human frailty holds us back from all the self-emptying demanded of a .disciple, we bring our weakness and human failings to the next Eucharist to find therein the healing and strengthening we need to face the future .challenges of service to which that Eucharist sends us forth. Eucharist involyes not simply celebration but proclamation. "When we eat this bread and drink this cup, we proclaim the death of the Lord until he comes" (I Co 11:26). How often those words are said or sung as an acclamation without their meaning being grasped! "The death of the Lord" speaks the love of Christ, the love that is at the heart of mission. Eucharist celebrates that love and calls the disciple to continue that love in his/her own life and proclaim it by action. The Eucharist charges individuals and commun!ties not to live for self, but to reach out to others in love and compassion, prolonging the mission of Christ right into the present. It ¯ demands that we be Christ in our day in our love for the Father and our Eucharistic Community of Disciples / 1133 sisters and brothers, laying aside untlue concern for self for the sake of others. Eucharist is not really celebrated if the proclamation of love in action is absent from the lives of those who assemble at the Eotd's table. St. Pa.ul .made this very clear in his reprimands of the Corinthian community who violated the fundamental meaning of the symbol of the Christian agape. We, too, fall into contradiction if we live in indifference to others after drinldng;~he cup of the Lord's Blood and thereby asserting'a r~Com-mitmbht to follow Jesus in the selflessness of discipleship.2 Christ queries us ifi eac~ Eucharist, as he asked James and John, whether we can drink the cup of freedom from self for others in love. When we view Eucharist as proclamation, there are implications for how we regard others, and whether our vision corr.esponds to that of Jesus. The Jesus of the Gospels shows reverence for the unique dignity of each individual; He treats others as sisters and brothers and shows special con-cern for those mistreated or rejected by society. He reaches out to others and does not live closed in on himself. The Eucharist we celebrate declares that this is the manner of acting for t.he Christian community. The procla-mation of "the death of the Lord until he comes" speaks loudly against injustice and lack of peace, but we can be deaf to the message when we are unaware of Eucharist as a challenging proclamation. It.is not enough to view Eucharist as a celebration of what we.have come to be as Christians and of the gifts we have received. While there is place for focusing on the pasL there must also,be a look to the future and to .the present with the calls to share, to serve and to proclaim that Christ's love is very much alive today. To be eucharistic means more than, to be a people of thanksgiving living in a spirit of gratitude, for Eucharist embraces calls for living discipleship and continuing to enter more deeply into it. To be a eucharistic person or community is to live a life .integrated around Eucharist in its different dimensions of community, prgclamation and ,service as well as the tradi-tional aspects of adoration, .praise, thanksgiving and reparation. The more we ponder over the facets of Eucharist, the more our day will be centered around it and be affected by it. We will perceive our day as being one in which we are missioned at the Eucharist to go forth and live and do what we proclaim at the altar; and we will come back to the Lord's table conscious of the ways we have not fully lived Eucharist because self has gotten in the way. And we will come together as community to be healed, freed and strengthened to go forih again in eucharistic mission. ~ / Review for Religious, Novembei'-December, 1985 NOTES lOne of the most valual~le sources for renewed eucharistic spirituality is the magazine Emma~uel published by the Blessed Sacrament Fathers, 194 East 76th St., N.Y., N.Y. 10021. In recent years a number of articles have appeared that afford very rich insights. Among others that could be cited: James Feeley, "TheologieS of'Eucharist" in April and May issues, 1981; James Feeley, "Eucharist as Compelling Service'r in June, 1981; Paul Bernier~ "Changing Eucharistic Perspectives" in,July/Aug., !1981; Paul Bernier, "A Century of Congresses" in Sept., 1981; :Eugene LaVerdiere, "Proclaiming the Death of the Lord" in Oct., 198 i; Joseph Hart, "The Splendor of the Eucharist" in April, 1982; Eugene LaVerdiere and John Gartner~ "Eucharist as Proclamation" in April, 1982; John Gartner and Eugene LaVerdiere, "Eucharist as Liberatiofi" in May, 1982; and 'Eugene. L~iVerdiere and John Gartner, "Eucharist and CommuniOn" in June and Sept., 1982. ' ~See Eugene LaVerdiere, "Can You Drink the Cup?" in Emmanuel, vol. 89, no: 10, Nov. 1983, pp. 490-495. The Good News ' Good news is oven-fresh and warm like bread in morning nostrils It's felt in channels of the blood ~like anticipated supper, down highway,~ rides. It's news read under lighled lamps ~ warm with the glow of chaliced wine Down all the streets and byways of our twisted years. Good news is sharing of the Word, fresh and warm communion Not yesterday's news from vacant lots or jammed in sealed-up windows, ' , Good news lets in a radiant light washed clean in morning deE, Good news is news that will not stand still. See it rise in serene suspense as each sun rises toward each day Not in cyclic repetitions but spiraling bell-tongued from towers Calling all things to itself in its tremendous inward and upward thrust Good news is news that will not stand still. Marcella M. Holloway, C.S.J. 6321 Clemens Ave. St. Louis, MO 63130 Inculturation, Community, and Conversion Gerald A. Arbuckle, S:M. Father Arbucl~le is well known t0our readers fo.r the insightful articles from his pen which have graced our pages in recent years. He has agfeed to Offer ihe fourth anrual Spring Lecture, jointly sponsored by REVIEW FQR RELIGIOUS and St. Louis University's Department of.Theological Studies, next March. Father Arbuckle may be addressed at his congregation'~ generalate: Padri Maristi; Via Alessandro Poerio 63; 00152 Roma, Italy. In language that is remarkably radical, Paul VI ten years ago identified the scope of evangelization with the transformation of cultures. ~What matters," he wrote, "is to evangelize hlJman culture and ~:ultures, not merely in a purely decorative way, as it were by applying a thin veneer, but in a vital way, in depth, and right to their very roots." l For the pope e~,a,ngeliza-tion must come alive to the people in and throughthe symbols that have meaning for them? But he is no cultural romantic, no cultural i'elativist. In the light of the Gospel some, culturally a~cept~ble symbols or customs may have to b6 rejected, others encouraged to develop. In other words, thee pope is speaking of what we now call inculturation, that is, "the dynamic relation between the Christian message and culture or cultures; an insertion of the Christian life into a culture; an ongoing process of reciprocal and critical interaction and assimilation between them."3 Religious are ,evangdizers. But to evangelize, they must first be evange-lized themselves.4 Put in another way, if they are to be agents of inculiura-tion for others,, they must first undergo inculturation themselves~ They must first submit, and keep on submitting, their own lives, their own religious life culture, to the critical evaluation of the Gospel. They must see 835 Review for Religious, November-December, 1985 to what extent their community life, their lifestyles, are negatively or posi-tively influenced by the culture to which they belong, An objective evaluation of one's culture is far from simple. It is so easy to be deceived. Some time ago I heard a European missionary working in a South-East Asian country make the following comment: I have just visited a very large formation house for religious clerical students. The quality of community life is just so perfect, so Christian. There is gentleness, humility among the candidates. No one steps out of line. No one is ever alone. There is so much harmony here. Just so different from the individualism of the western world. Contrast this with a comment of another religious priest, this time within a Western country: The community where our few students are being trained is so mature. Each student is challenged to stand on his own feet. None of this together-ness emphasis. They rarely come together; this shows their maturity, their lack 6fneed, for emotional props.° I feel this is real community. How are these comments to be evaluated? Both commentators assert that the communiiies they refer to are deeply Christian. But in fact are they so perfect? Both commentators stress opposite values: th~ value of being tightly integrated in the group and the value of standing alone. According to Gospel orientations, can both emphases be correct? How far are the reactions of the participants in ihe houses influenced by.their cultures so that the consciofis effort at building realChristian co~mianity is minimized? These are complex, but urge~nt, ~uestions. Religious may be helped to answer them with the aid of anthrbpoi~gical insights. After a'lL in~:ulturation is the evangelization' of culture and cultural anthrop~ology specializes in the systematic .study of culture. In ~ttiis article, therefore, I will seek to: -define wh~it is meant by community; ~-define culture, and describ~ Variou~ cultural ~xpr~ssions of community; -r~flect ori incuituratioh, conversion a~d~community in religious life; ' -suggest some practical formation implications of the analysis. '~ Reflections on the Nature of Community Despite the ease with which the word community is used, it is not so easy to define what it means. After reviewing ninety four definitions of community, one author concluded that "beyond thd conceptthat people are involved in commu.nity, there is no complete agreement as to the nature of community.~5 Despite this difficulty, for thepurpose of this article we might accept the distinction made by Raymond Plant: Commu.nity, he says, should be considered eithdr as a fact or as a value? Community as a' Inculturation, Community, and Conversion /837 ~fact is something sociologically definable. As a fact, community is "essen-tially a sentiment which people have about themselves; a sentiment expressed in action and behavior but still basically a feeling."7 According to David Clark, two essential feelings for the existenc~ of community are a sense, of significance and a sense of solidarity. Individuals feel they have an accepted position in the group. This gives them a feeling of significance. They feel bonds with one another; thi~ gives them a sense of solidarity. How significance and how solidarity are to be expressed in fact are most often determined by the cultui'e, or belief systems, of the people who.make up the.community. Some cultures heavily stress significance, others solidar-ity; others seek to balance the two feelings. When we speak of community as value we move away from the socio-logical area into the .ethical, .(he philosrphical or theological areas. How one defines what a community shouM be will depend on one's values.8 If one believes that the .bonds between, members of a community should be ~arkedly strong, then individuals may be forced to weaken their own feeling of personal significance. If the latter is. given top priority, then solidarity itself may weaken: For the Christian, community as a value takes its foundation from the Trinity: "May they all be one. Father, may they be one in us, as you are in me and I am in you" (Jn 17:21). We struggle, with the grace of God, to give visible expression 'to the presence of the Trinity-- a sharing in love and in openness, but without the loss of personal unique-ness~ There is emphasis on other-centeredness; that is, concern for the welfare of the other, .but without loss at the same time of one's responsibility for oneself. There is allowance .for "both autonomy and mutuality.-9 There is to be the unity of heart and mind. Unity--which is not necessarily tl~e .same as uniformity--is to be achieved in and through healthy interaction, dialogue and charity,t0 It is a unity born out of freedom in Christ. Cultural Expressions of Community .,"Community" emphasizes the peoplb who feel .personal significance and/or solidarity; "culture" emphasizes the way people express this feeling in practice, The values and biases of our family, neighborhood, and com-munity to which we belong have in so many ways been shaping our feelings; emotions, and way~ of responding. Our ways of relating to other people; to those in authority, are "never simply spontaneous, but are care-fully--- if often unconsciously--learned from life around us." ~ Anthropol-ogists remain divided on how to define culture in a comprehensive way. Some would stress the importance of what people do rather than believe. More commor~ly today, however, culture is used to refer to the organized system of knowledge, of belief, whereby a people structure their experience I~1t / Review f.or Religious; November-December, 1985 and perceptions, formulate acts, and choose, between alternatives. This sense of culture refers to the realm of ideas that influences (not determines) behavior, As Ward Goodenough says, ideas "provide standards for deciding what is., what can be., how one feels about it . what to do about it . how to go about doing it."~2 Understood in this sense, culture has a deep, often unconscious, influence on behavior.: Culture gives us meanings about, the things_that we see to be important; culture gives us a sense of direction. Culture tells, us what the people we live and work with consider good or bad. Culture tells us what sanctions, if any, we will suffer if we do not accept what others do or want in.the community to which we belong. Anthropologist Mary Douglas, a leading contemporary commentator on ritual and society, in an effort to articulate how individuals can be pressured by culture to respond in certain ways, uses two basic variables: group and grid.~3 The group is the experience of belonging to a social unit, the 'feeling that "I belong to this group of people and not that group 'of people." Put in another way, group means "the outside boundary that people~have erected between themselves and the outside world."~a The grid is the set of rules, the (tangible or intangible) structures or systems that relate one person to others on an ego-centered basis. Or it connotes, asshe herself writes, "all the~other social distinctions and delegations of authority that [are used] to limit how people,behave to one another."tS~ From these two variables she creates four models of culture. I will .restrict the analysis here only to two rather important, polar-opposite models: "strong group and strong grid culture" and "weak group and weak grid culture.'~ Community will be expressed in two different ways in these cultures. ~ ,ln the ~explanation that follows, I will give more emphasis to the first model for two reasons. Firstly, information on this model is not so easily available to the general reader, unlike the material relating to the second model. Secondly, whereas the number of candidates fog the religious life is severely decreased in Western ~hurches (except in Poland and Ireland), Africa, Asia~and Oceania are seeing a true explosion of religious vocations. There is also a similar pattern relating to the recruitment of priest candi-dates.~ 6 The cultures,of these, countries tend to approximate more to the first model than the second. Diocesan authorities, religious superiors and formators, then; may very specially need to appreciate the formation and inculturation implications of this model. On the other hand, considerable literature is available on the second model, a model that has application in many parts of the Western. world. Before proceeding with the analysis, however, two clarifications are necessary. I will be describing two sociological models or frames of refer- lnculturation, Community, and Conversion / 1139 ence. A model is not a perfect abstraction from reality. Rather a model is very much a construct used to facilitaie a better understanding of very complex situations. A model reflects, reality to the extent that it highlights certain emphases or trends. A particular cultui'e can then be researched to discover just how far it conforms or diverges from the model. Secondly, though the first model is particularly common throughout Africa;~Asia, Oceaniaand South America, this does not mean it is not also operative within Western countries, It is just less dominant in these coun-tries, Similarly when I refer to the second model, weak group.and weak grid, as particularly characterizing Western countries, it does not mean it does not have application at times also in parts of the Third World lands. Strong Group and Strong Grid Culture . Inthis model the strong grid involves moral and normative prohibitions that limit or highly structure interaction. The stress on group identity gives security to,individuals, but at the same time confines them to close relations only with people within the boundaries of the group. The feeling of solidar-ity, not personal significance, characterizes this culture and thus is the dominant expression of community living: Within the community, behavior is highly traditional; what was done in the past becomes the measure of what should bedone now and in the future, Frequently, the position of each individual within tt]e community is clearly-- and even rigidly--defined, even before birth, by the rules of kinship, Kin-ship (the extended family system) is the articulating principle of all social and economic organization. For example, all members of one's tribe or clan may be named "grandfather," "grandmother," "father" or "mother," "brother" or "sister," "son" or "daughter" depending on the ages of those concerned, e.g. all males belonging to my father's generation are called ~ather." The titles denote what behavior is expected of the people with whom one comes into contact. The effective principle ,that binds people together in such c~ultures and communities is reciprocity. Often kinship rules dictate precisely who receives what, how much and from whom. Within cultures of this type there is a vigorous ideology that gives priority, to group cohesiveness, togetherness, interdependence and group harmony. Often this ideology is summarized in one word or in a brief expression. For example, among Maoris in New Zealand there is the term aroha. The root meaning of aroha is "love of kin," and it implies not only affectionate feelings but also the issue of these feelings in action. Since kinship is now not so'important to Maoris, aroha is applied to friends also, but still in the event of conflict the sense of obligation to kin is likely to prove the stronger.~7 ~ / Review for Religious, November-December, 1985 In Papua New Guinea, where there are five :hundred languages and at least one thousand dialects for 3',000,000 .people, the commonly heard expression is wantok ("one-talk" or.same language).~8 In Japan the word wa is Used; the word connotes the priority that must be given to unity, cohesiveness, team spirit, the:cultivation of good feelings among members of the same firm or family,t9 In the Philippines ~faithfulness to the group, called, bayanihan, is emphasized.2° A particularly key expression in Philippines~culture is paki-kisama; this underlies virtually the entire structure of social relationships~ Priority is given to smooth interpersonal relationships at all times and pakikisama is a primary way of achieving such smoothness. It' means "giving in," "following the lead or suggestion of another"; in a word, "concession," even when one knows that the coffcession is objectively wrong.2~ Pakikisama, as a value, favors avoidance of direct confrontaiion that could lead to open and violent aggressive behaviors, The desire for' frictionless relationships can result in extensive use of euphemism in con-versation, and the speech is loaded with metaphors that convey a message with minimum risk of offense3 There are few concepts, as deeply rooted in the Western mind as the concept of self. Westerners generally are apt to see (hemselves as distinct beings, "separate from all others in most important respects, with separable beliefs, talents, and experiences. 23 In contrast to this approach, Japanese see themselves or define themselves as part of a larger group. One's separate "identity" is not separated "out as the primary sign of personal development; maturity for them usually means merging with the collective whole. The Western interpretation of~ maturity lies precisely in the autonomy of .the individual. Japanese, in brief, derive their identities in part from those nearest to them. There is a partial merging of identities so that the identity of the group is apt to be the dominant force: As in Japanese culture, so in these other cultures which resemble the strong group and strong grid model. Collectivism, or the feeling of solidarity, with stress upon harmony and consensus, generates pressure .for conformity to group norms, pressure to ~'be like everyone else." Conspicuous idiosyncracy and dissension are avoided or suppressed, and acquiescence is upheld as main mechanismsfor maintaining consensus. There are many subtle but effective ways to ensure conformity to the group and to behavior expectations of the group (grid). There is the fear of being gossiped about, of being made the object of ridicule. if norms are broken. ~ ¯ The Japanese sociologist, Chie Nakane, in explaining the stress on the group as the foundation for community, says that people adhere to the group "not by religion or philosophy but by a very human morality. The Inculturation, Community, and Conversion / 041 yardstick of this morality is always determined by contemporary trends. The feeling that '.I must do this because A and B also do it' or 'They will laugh at me unless I do such-and-such' rules the life of the individual with greater force ~han any other consideration, and thus has a deep effect on decision,making."24 The fear of being shamed if one does something differ-ent ~from the group holds the individual in check. The adoption of Western ambitions for personal freedom is almost incomprehensible to persons with traditional Japanese assumptions about group loyalty. As in Japan, so also in other cultures which approximate to our model of strong group and strong grid. One famous Fijian leader commented on the vital quality of liberality as an expression of solidarity within the group: "Liberality is the law of tradition, and to give evidence of thrift or arouse suspicions of miserliness is to sin against the law."25 Of Tahitians, B. Finney writes: "Stinginess is not admired., and anyone judged stingy is often pejoratively referred to as Popa's (European)."26 The concept of hiya in the Philippines has been described as shame, but the English word does not adequately convey the .term's meaning. It is a form of self-deprecation, involving embarrassment, inferiority, and shyness all arising from having behaved improperly in relating to the group. The fear of being shamed is one of the more powerful sanctions operating to maintain the overall system of social and group relationships?7 The fear of being cast out of the group, ostracism, either by being physically removed or verbally ignored or snubbed, is a most powerful sanction against individual non-conformity to group and grid demands. In Genesis Cain is not to be executed for murdering Abel. His punishment is to be yet worse: ". 'You shall be a fugitive and a wanderer over the earth.' Then Cain said to Yahweh, 'My punishment is greater than I can bear'" (4:1 2-13). In ~'strong group and strong grid" cultures people may attempt to break away from the group demands, but few can take the ostracism for very long.28 Finally, there is the ever-present fear in many communities that if the norms of group and grid are not followed, there will be supernatural sanctions imposed: the spirits, ancestors, witches, sorcerers, or even God himself will impose punishment on wrongdoers. Punishment may be immediate or long delayed, e.g~ a person, becomes sick and then remembers :a group norm was broken sometime in the past. Sometimes the wrong-doing can be comPensated for, e.g. by girl giving, or sometimes people feel that nothing can be done, and death or suffering must be accepted in a spirit of fatalism.29 Weak Group and Weak Grid In this model both group and grid or social networks have little grip on 1t42 / Review for Religious, November-December, 1985 individuals. The emphasis is on individualism, on individual decision-mak-ing and initiative. As Ferdinand Tonnies put it: '~'Here everyone is by himself and isolated, and there exists a condition of tension against all others. Their spheres of activity and power are sharply separated, so that everybody' refuses to everyone else contacts with and admittance to his sphere, i~e. intrusions are regarded as hostile acts."30 Interpersonal relation-ships are basically competitive. People compete with each other to gain personal advantage, status. There is no deep mutual sentiment that can generate trust and reciprocal concern. Inter:relationShips are governed by formal contracts; people are ever ready'legally,to sue one another for suspected violation of personal rights in all kinds of spheres. Douglas describes the model in this way: "Instead of accepting their allotted station in a given scheme of things, as where grid is strong, each family is involved, for its very survival, in the effort for advantageous alliance--marital, de-fensive, or financial.''3~ We still refer to this type of interrelationship as community, not just because personal significance is stressed but because in some very vague, but real, way people feel some sentiment' of solidarity, even if it is paradoxi-cally conflictual. They may fe~l some sense of common, belonging, ever so faint, because they live in the same house br work in the same building or firm. But it is a sense of belonging that is so weak that it cannot be depended on for much support, if any, when one is in difficulty. In this model personal significance is vigorously emphasized. Hence, the stress on individualism and the struggle to establish a sense of personal acceptance in community through competitive work and through material symbols of achievement. But the struggle .for .status in such a competitive world is a never-ending battle, with success at best very fleeting. In this culture model, the cult of self-fulfillment is strong~ how can I best improve myself through my own efforts, my own self-discipline, my own efforts at manipulation of others for my advantage?32 Recently social-economist Amitai Etzione severely criticized the United States for uncriti-cally adopting this model of culture and community: "[We] have experienced a hollowing of America in which community was whittled down. Greater reliance on government has been accompanied by promotion of a particular brand of individualism best labeled egotism, sometimes referred to as 'me-ism' or hedonism, and . . . built into antisocial interpretations of the psychology of self-actualization."3~ Some claim that people like Locke, Hobbes and Adam Smith contrib-uted to the emergence of the weak group and grid culture in America, because these authors stressed the primacy of the individual and the wisdom of a society built on self-sufficiency.34 But America is not alone in stressing lnculturation, Community, and Conversion / 1143 the significance of the individual to the detriment of solidarity. Within the Australian ,popular folklore, for example, there is also the cult of the rugged individualist. As one writer said "the Australian way of life" was "something much deeper than words can depict," that it embodied some "inner principle'~' which, although difficult to define, was related to "the freedom, the security, the justice and the individualism of life in this sun-burned, muscular continent."35 Evaluation of the Two Culture/Community Models E. Aronson.points out that the human person can respond to social/ cultural influence in three possible ways: by compliance, identification or internalizationP6 Compliance connotes the reaction of a person who behaves in a certain way to gain ~reward 9r to avoid punishment. If the group pressure to act is sufficiently strong, .then the person who~complies will go along with the group to acquire praise or avoid difficulties, Decisions as to what to do or not do: are taken, without his involvement or responsibility. When identification takes place a person acts in a certain way in imita-tion of the person who is influencing him. The action is done not to ga!n a reward or avoid punishment, but simply to be like the influencer. The internalization .of a value or belief is by far the. most permanent, most deeply rooted, response to outside influence. The reason to internalize a particular belief is the desire ,to be right. The reward for the~ belief, is intrinsic. A personal conversion is required to achieve internalization in" order to withstand the pressures for compliance and in order to avoid the fickleness of identification. ln~.the two culture/community models described above, are there., influences that foster or hinder the internalization of Gospel community values? Are there~factors within these models that are conducive to Gospel ."a.utonomy and mutuality"~. I will take each model in turn and attempt to respond to these questions. Evaluation of the Strong Group and Strong Grid Culture A researcher who studied seventy years of parliamentary ~debates in New Zealand reflected on the consequences of what was then an example of strong group and strong grid culture emphases: "Here in a small and culturally homogeneous milieu is the spectacle of a majority rule producing some of the consequences. : the dulling effect of the mass mind, the dominance of conventional opinion, the despotism of custom, the intoler-ance of unorthodoxy, the sacrifice of talent to the worship of averages, a world made safe for mediocrity."37 In the strong group ~and grid culture, 844 / Review for Religious, November-December, 1985 uniformity in behavior becomes almost synonymous with patriotism. The pressure to conform to the group, and to the established, detailed, rules of life, can be so strong .that the individual's capacity to make independent judgments and to take autonomous action in light of Gospel values is severely restricted. The culture provides, therefore, little or no opportuni-ties for significant independent and responsible personal action. The sense of individual identity is anchored in group belongingness and is thus sustained by going along with peers. This goes with the desirability of being accepted by peers, the anxiety connected with being left out, and a competitive urge for always being in. One economist, reflecting on the causes of povery within the Pacific Islands, pointed to the traditional dominance of the group over the individual as one major obstacle to the removal, of poverty: Generous giving has been elevated to a very high place in traditional standards . Taking advantage of a general acceptance of this customary attitude, proceedsfrom the sale of crops, wages orany accumulated prop-erty are subject to demands from all sides.; the proportionate scale and nature of these demands being such that it is difficult for any individual tO retain funds or .useful property and the earner or producer after successive distributions is usually discouraged from making further effort.38 Given pressures of this kind, it is very difficult for the individual to come into contact with his or her real self, with the reality of loneliness. One becomes imprisoned by group pressures, isolated from one's inner self. "The stress on togetherness," write Eric and Mary Josephson, "is a particu-larly pernicious pulsation that may acquire a pathological character. While togetherness may lessen the feeling of being lonely, it is really only an exchange of isolation for an unrealistic'imprisonment of brotherhood'?'39 Not only does the pressure to conform to the group result in hiding One's own loneliness, but the pressure to appear happy and one with others can cover over real tensions, aggressive feelings and'~ anger which remain unresolved. Westerners, who may come from cultures that overstress ruthless and competitive individualism, when they come into contact with strong group and grid cultures--in which harmony and.external conformity are stressed-- are tempted !o fall victim.to the pernicious disease of cultural romanticism. They fail to see that individuals can be culturally oppressed. This is the case in the comments by the first observer to whom I referred in the introduction of this article. The observer assumed that the cheerfulness he saw was inspired by .Gospel values. I, for my part, cannot be so sweeping in my praise. The observer noted that "no one is ever alone." The particular culture on which the observer was commenting was of the strong group Inculturation, Community, and Conversion/.1145 and grid type, in which a person regularly spending lengthy periods of time . alone in reflection and study was considered definitely odd, even a traitor tothe group's idea of Gospel community.~ In this culture individuals lacked the space, freedom, challenge and support, to be themselves, to be auto-nomous. The same community covered over very real interpersonal ten-sions. If such tensions were ever to come out into the open, to be resolved in a Christian manner, it was thought, such revelations would destroy "the God-given, culture-supported harmony." In brief, in answer to the above questions about internalization, the strong group and grid culture is not necessarily conducive to the internali-zation of Gospel community based on thevalues of autonomy and mutual-ity. Rather, individuals are subjected to strong cultural forces or biases that are conducive to compliance or external acceptance of the group's ~values. Evangelization is apt to remain a thin veneer, something "purely decora-tive.'' 4° If.individuals are suddenl~ removed from such a culture, not infre-quently the fa~ilure to internalize the objective values of Christian autonomy -and mutuality shows up only too dramatically and painfully. For example, migrants who, within their countries of origin, have been living a form of cultural Catholicism are not likely to continue to practice their faith in the land of their adoption--unless there is a conversion and an internalization of Catholic values.4~ To the unsuspecting observer, therefore, the pleasantness that so often pervades the strong group and grid cultures may come across as thoroughly Christian and growth-oriented. But the reality, at times can be very different. "Sin,,' for example, can be conceived prima.rily as "individual failure in group obligations." "Sin" in this sense can. be "removed" not necessarily through a reconversion requiring deep interior change, but through a ritual of"face-saving" actions, e.g. the handing over of a certain amount of goods to the one or to the group offended:42 Evangelization of cultures, then, requires sensitivity both to their positive and negative features. "The Gos-pel," writes Paul VI, "[is] certainly not identical with culture."43 "Evaluation of the Weak Group and Weak Grid Culture There are some rather trenchant critiques of cultures that approximate to the weak group and grid culture model. In Australia, claims Ronald Conway, the vigo'rous cultural s.upport for individualism and the competi-tive pursuit of material happiness has left many an Australian "blank-souled," "a starved captive in a dungeon created by generations of either not caring or dreading to show care.''44 He speaks of "fragile foundations of impoverished interpersonal communication."45 In America, social critic John Kavanaugh believes that "Christianity at 1~6 / Review for Religious, November-December, 1985 rock bottom radically conflicts with American culture, even subverts its';46 He believes that individualism, the ruthless, competitive pursuit of material happiness and achievement all conflict with Gospel values. Historian David Potter's insights would support this view. He argues that the search for personal freedom, coupled with the rejection of any society-ascribed statuses, has gone so far within the American ethos that people have become involved in a never-ending search through work for improved, personally achieved statuses. The loneliness, isolation, insecurity and ten-sions, he states, that result within individuals who are caught up in this '~status rat race" are enormous and overpowering for many individuals.47 Christopher Lasch claims that in. America "the culture of competitive indi-vidualism., in its decadence has carried the logic of individualism to the extreme of a war of all against all, the pursuit of happiness to the end of a narcissistic .preoccupation with the self."48 Joseph Tetlow claims that American culture so stresses the value of good health and .the value of .being young that "This conviction stamps our religious experience in a very notable way and gives concrete shape to our spirituality. For Americans do not easily believe that Grd loves someone and has forgiven that person's sins as long as that person suffers in any way."~9 We need comment no further. So forceful can the weak group and grid culture be in exalting the powers and worth of the individual that terms'like "human interdependence," "mutuality," "social justice" and "compassion for the marginal" sound almost sinful! Compassion; social justice, Charity, mutuality--are atthe very heart of the Christian message. If culture vigor-ously supports the contrary values--as does the weak group and grid culture then individuals are under strong pressure at least to comply with such forces. Not to comply is to be considered odd, a dropout, one who does not believe in the importance of status-seeking. ' Given these comments, readers will now be rather suspicious of the second comment, regarding a religious community of students; which was given in the introduction to this article. The words "[th6 students] rarely come together: this shows their maturity" rather reflect the wider cultural stress on "rugged individualism" in the sense pictured above. Members of that religious formation house may well find the following description highly congenial to their cultural tastes: "Commt:nity is seen as a necessary encumbrance, for the paying of bills, for security, or just for convenience . Use of the car and enough money for each member to become independent becomes the major issues."5° Recently Eugene Kennedy, summarizing social criticism of America (and by implication, similar cultures), noted the "elevation of the individual and his or her own world to a dizzying centrality in life. A new Inculturation, Community, and Conversion / 1147 authoritarianism resides in the unattached person, a tyranny is exercisedby a person who counts on nobody, affiliates loyally with no one,.and finds the beginning and end of gratification in the self .This leads to a muted ethical sense."~ These weak group and grid characteristics have no place within religious communities. But Philip Slater, another perceptive critic, while agreeing with Kennedy and others about the excessive individualism, believes also that there is a desire--however weak--for community, for the opportunity to share with others in a spirit of trust and cooperation.52 Evangelization needs to relate to this aspiration. Inculturation and Conversion We return to a deeper understanding of inculturation. It is the dynamic and critical interaction between the Gospel message and each culture. This is a radically different process from that of acculturation. The latter is a process of culture change in which ~ore or less continuous contact between two ormore culturally distinct groups results in one group taking over elements of the culture of the other group or groups. For example, when, in the course of the last century, Christianity came to Samoa in the South, Pacific, it took deep roots in the local society. But at least at one key level Christidnity became acculturated to the existing system of traditional government. The traditional, chiefly rank system became sanctioned and supported by Jehovah himself, according to local interpretations of biblical history. When chiefs punished, Jehovah punished. The status quo became utterly frozen, supported now with supernatural sanctions. Little wonder if Christian ministers themselves became equivalently chiefs, wielding consid-erable power and°authority--all in the name of Jehovah. Christianity lost its freedom at a crucial level; it became trapped in the traditional authority system .53 John Futrell points out a more contemporaryexample of acculturation. When reflecting on what happened to religious life following Vatican If, he wrote on how religious acculturated values and customs of the consumer culture into their own lifestyle: "Along with th& affirmation of the world came a rapid a~similation of the lifestyle of the social subject being served . Religious began more and more" to live the way of upper-middle-class families and unconsciously fell prey to a creeping consumerism.TM How then can such acculturation be avoided? How in fact does incultu-ration take place, so that religious communities can reflect Gospel values? Who does the inculturation? John Paul II offers the answers to these questions, lnculturation, he says, must be the fruit of maturity~'in faith; it requires ',a great deal of 8411 / Review for Religious, November-December, 1985 theologicai lucidity, spiritual discernment, wisdom and prudence, and also time . [and] there is always a conversion to be effected., to the person of Christ,"5.SElsewhere, he insists that inculturation "presupposes a long and courageous process., in order that the Gospel may penetrate the soul of living cultures.''56 Then there will be "the liberation, the purification, the transfiguration" desired by Jesus Christ.57' There is no shortcut to inculturation, no room for gimmicks, It requires, following John Paul II: -a lucid vision of religious life; -a critical reflection on cultures in light of this vision; -personal and community ongoing conversion. 1. Vision of Religious Life Religious accept, as the basic orientation of their lives, that all Christians "of whatever rank or status are called to. the fullness of the Christian life. and the perfection of charity."58 Religious without res

The Ukrainian people are entering the third year of their fight for their existence as a state and people. Every day, soldiers and civilians—children, women, and the elderly—are killed, homes are destroyed, and jobs are lost. The uncertainty of wartime forces individuals, families, communities, and the authorities to shorten their planning horizons and be ready to adapt at a moment's notice. Under such circumstances, any effort to develop long-term strategies focused on postwar development immediately raises questions of feasibility. However, no society can live by only looking at the challenges of the moment. The future is also important for collective survival. Today's demographic crisis is a challenge that short- and long-term government strategy planning must account for.Since Ukraine gained its independence in the 1990s, its demographic situation has demanded the government's attention. Authorities worked to improve its policies and achieved some success between 2006 and 2015. Unfortunately, these positive outcomes were adversely impacted by the COVID-19 pandemic and demolished by Russia's full-scale invasion in 2022. In recent months, the Ministry of Social Policy prepared a plan to respond to the demographic challenges brought on by the war. This document, the Demographic Development Strategy, underwent a series of public discussions and was developed in cooperation with government officials, Ukrainian scholars, and specialists from several international organizations. The strategy was finalized in January 2024 and now waits for governmental approval. About the Demographic Development Strategy The new strategy envisages two basic scenarios for Ukraine's development. The inertia scenario assumes that demographic processes will evolve naturally, without government intrusion. It predicts that the population of Ukraine within its 1991 borders may decrease to 28.9 million people by January 2041, and to 25.2 million by January 2051. The guided scenario assumes the implementation of the Demographic Development Strategy and predicts the achievement of decent living standards for Ukrainians returning from abroad. Under this scenario, the demographic decline would be mitigated, with estimates of a population of 33.9 million by January 1941, and 31.6 million by January 2051. The goal of the strategy is to ensure that the population maintains its long-term reproduction capacity despite all war-related conditions. It is intended to improve Ukraine's sociodemographic characteristics as defined in the policy's five strategic goals: Chart 1. Goals of the Demographic Development Strategy of Ukraine (2024–2040)Image CreditThe strategy proposes using tested—both in Ukraine and worldwide—policy instruments to avoid the inertia scenario. These include policies intended to improve the birth rate; reduce premature mortality and excessive migration; address population displacement; accommodate an aging population; and address other challenges confronting the nation. Increasing Ukraine's Birth Rate The primary issue that the strategy addresses is Ukraine's population size, an issue greatly exacerbated by Russia's aggression and occupation of Ukrainian territory. The war both sharply reduced Ukraine's already low birth rate, and sharply raised mortality across all age groups and occupations. Several million displaced Ukrainians moved toward the western part of Ukraine, and over six million others, mainly children and women, were forced to leave the country. In addition to the refugees, large-scale labor migration abroad between 2022 and 2023 threatens to turn into permanent emigration over time. The illegal annexation of Crimea and some southeastern Ukrainian regions between 2014 and 2022 has affected the demographic situation as well.[1] As a result, according to our calculations, Ukraine's population has radically decreased, moving from 48.5 million inhabitants in December 2001, to 42.0 million in January 2022, and then to 36.3 in August 2023 (of which, only around 31.5 million reside in the government-controlled territories).[2]Since Ukraine has not conducted a census since 2001, analysts must use both conventional and unconventional sources (as explained in the endnote 2). But making forecasts about the population size in the future is even more difficult. First, there is a lack of information on the population of the temporarily occupied territories and areas near the front. Second, military development scenarios vary greatly, which directly impact any demographic assessment. Third, the decisions that displaced and migrated Ukrainians make about whether and when to return are difficult to predict. Any demographic strategy must take all this into account in planning for the country's development. Even in peacetime, Ukraine's fertility rates have been below the level required for population replacement (2.2) since the mid-1960s. In 2021, the total fertility rate was 1.2. Put another way, the number of children born that year was half the number of people who reached the age of 60. After the start of Russian aggression in 2022, the fertility rate fell below 1.0.Even if the war were to end tomorrow, Ukraine would face an extreme challenge in improving its birth rate. There are five major reasons for such a low birth rate. First, there was a change in social values, towards self-realization and individualism. This translated into a shift from the number of children born to the quality of their care and upbringing, as well as a modification in the forms of marriage and the age at which people became parents.Second, economic factors played a negative role. According to 2021 statistical data, the poverty rate in Ukraine was 20.6 percent in the general population. For families with children, however, it was higher, measuring 22.4 percent for families with children; 27.6 percent for families with children under three years old; and 53.6 percent for large families. With the outbreak of the full-scale Russian invasion, these numbers became even worse. Third, there are structural obstacles to combining work with raising families for women in Ukraine. There is a significant difference in employment levels for women between 25 and 44 years old in 2021: the employment rate was 71.1 percent for women without children and only 51.5 percent for women with children between three and five years old. During the war, the shelling and large-scale destruction decreased the opportunities for children to attend school, which significantly worsened employment opportunities for women. Fourth, public health in Ukraine has deteriorated considerably in recent years, including declining trends in reproductive health. Additionally, Ukrainian women live under stress and depression caused by constant fear for their lives and the lives of their children and relatives. Finally, the fifth factor is the separation of families. Many men have been drafted into the armed forces, while many women have migrated abroad.Together, these factors have a synergistic effect, forcing most Ukrainian families to postpone childbearing in anticipation of a more favorable period. A significant number of these postponed births may never materialize. In the past, the Ukrainian government tried to increase the birth rate by increasing maternity benefits for women until their children reach the age of three. The government increased these benefits tenfold in 2005, and then threefold in 2008. These increases succeeded in increasing the birth rate: in 2005, there were 426,100 children born, compared to 512,500 newborns in 2009. However, the effect of financial incentives on the fertility rate was rather short-lived and mainly influenced families with low levels of education and income. A much more lasting positive result was achieved through the reduction of poverty for families with children, the creation of a legal and policy environment friendly to such families, and an increase in the economic self-sufficiency of families.Reducing Premature Mortality The second most important cause of the demographic crisis is high premature mortality for people under 65, an issue especially affecting men. Even before the major invasion and the COVID-19 pandemic, by 2020, the average life expectancy in Ukraine was 71.3 years, the lowest rate in Europe.The new strategy identifies the main factors contributing to the excessive mortality in Ukraine as a low level of hygiene culture, the prevalence of dangerous working conditions, unhealthy lifestyle, late response to health issues, widespread vaccination hesitancy, and faults in the public health care system. Lack of access to medical and recreational services are especially acute for residents in small towns and villages.The gender gap in mortality is typically high for all post-Soviet countries. According to 2020 official statistics, the gender gap in life expectancy was 9.8 years: 76.2 years for women and 66.4 years for men. Male mortality in Ukraine was higher than female mortality in all age groups, but especially—more than three times—in the 25–34 cohort. After retirement, this gap decreases. This difference stems from variations in lifestyle for women and men, and the exposure of men to more dangerous employment conditions. Russia's full-scale aggression has significantly increased mortality rates for Ukrainians. This is especially noticeable among soldiers who are risking death in battles and captivity. At the same time, the general population also risks death on a daily basis from rocket and drone attacks, limited access to medical care in the temporarily occupied territories,[3] and extreme stress that can lead to the emergence of new and exacerbation of old chronic diseases. Even though there are currently no reliable data on human losses among Ukrainian military personnel and civilians, the toll has tragically reduced the population. The cessation of hostilities in Ukraine is undoubtedly the first step to reducing mortality. However, the experience of other postwar countries shows that even the end of armed conflict does not immediately return mortality to prewar levels.Addressing Migration Out-migration of Ukraine's population has long exceeded in-migration since the dissolution of the USSR. For economic reasons, Ukrainians have been leaving for Russia, then for Poland. On the eve of the COVID-19 pandemic, the number of Ukrainian labor migrants abroad was estimated at between 2.5 and 3 million people. Over the last decade, Ukrainians consistently were among the top nationalities receiving first-time EU residence permits. For example, 873,700 Ukrainian citizens received EU residence permits in 2021, 30 percent of all those issued.Russia's military aggression has resulted in the largest outward flow of migration from Ukrainian territory since WWII. Millions of people moved away from frontline areas to either relatively safe regions of Ukraine or to other countries. According to the United Nations High Commissioner for Refugees (UNHCR) data, by the end of 2023, over six million Ukrainians fled abroad. Of these, 1.2 million were either deported to or (less often) voluntarily left for the Russian Federation.[4] According to Eurostat, by the end of October 2023, 63.2 percent of the 4.3 million Ukrainians who were in the EU/European Free Trade Zone (excluding Hungary) were women, 33.2 percent were under the age of 18, and 6.1 percent were 60 or older.[5] Since one-third of forced migrants abroad are children and adolescents, their non-return may cause irreparable demographic loss for Ukraine. The situation is potentially made worse if some Ukrainian families decide to reunite outside Ukraine after the war ends. As a recent study demonstrates, many migrants may not return home.[6] Female migrants who have found good jobs and housing outside of their country may bring their husbands to join them once martial law and travel restrictions are lifted in Ukraine. Additionally, growing divorce rates between partners separated by war reduce the incentive of Ukrainian women to return home after the war.The same study shows that the reasons for Ukrainians' reluctance to return home include uncertainty about security in Ukraine (for 47 percent of those polled), lack of workplace or place to live (31 percent), insufficient access to basic services (22 percent), and lack of acceptable quality of education for children (15 percent). Abroad, Ukrainian migrants value stable employment (21 percent), school and preschool institutions (11 percent), and a sense of integration (11 percent).[7]The new strategy includes policies to attract Ukrainians living abroad so they return to their homeland. These policies would apply to migrants who left because of war and those who moved before the war. Should conditions require it, the strategy also includes migration policies to attract immigrants from other countries.(Re)distributing Postwar PopulationThe military conflict has greatly influenced population distribution in Ukraine's regions. The first cohort of internally displaced people (IDP) appeared in Ukraine in 2014 following Russia's annexation of Crimea and instigation of separatist conflicts in Donetsk and Luhansk. These attacks caused approximately 1.5 million Ukrainians to leave their homes for safer regions in the country. In December 2023, the number of IDPs reached 4.9 million. These numbers include about 739,000 families with children that were forced to leave their homes for regions of Ukraine away from the front lines. Despite efforts from the government and local communities, IDPs lack housing, acceptable work and income, and access to timely health and social assistance. The constant stress and uncertainty about their future cause larger declines in fertility and increases in mortality among IDPs compared to the general population.At the same time, the massive population movements within Ukraine can be a source of labor resources for the regions where IDPs settle in. The demographic strategy envisages the formation of a new resettlement system to influence and support the reconstruction of different regions of Ukraine. The most likely scenario for postwar development envisions the formation of five territorial clusters. The central cluster includes relatively safe regions of central Ukraine that already shelter the largest number of IDPs. This cluster is likely to become the country's new industrial center after the war. Due to its closeness to the EU, the western cluster will need a larger workforce. This region will develop quickly through economic ties with the European countries and will provide a strategic location for military industry. However, western Ukraine has long been underdeveloped relative to other major population centers. It will take time and investment for this region to accommodate a large population influx. The northeastern territories will remain the area of the most "insecure habitation" due to its proximity to Russia. Economic development in these regions will require special policies and interventions from both the central and local governments. The southern cluster's prospects are currently the least clear. This area will probably have to develop under conditions of both constant threat from Russian and the benefits from sea-born trade.Ukraine's large urban environments—like those in Kyiv, Kharkiv, Odessa, Dnipro, Lviv, Donetsk, and Zaporizhzhia—will constitute a separate cluster. Big cities will likely provide the most accessible services and job opportunities to their residents. Rational population (re)settlement in postwar Ukraine must plan for housing (including temporary housing during reconstruction), infrastructure, reindustrialization, and job creation. These plans must also include social infrastructure, including hospitals, schools, and other public buildings in each of the clusters.Adapting to an Aging SocietyUkraine has one of the 30 oldest populations in the world: almost 18 percent of its population is older than 65. Over the next several decades it will age even more. According to projections, the over-65 proportion will reach 21 percent by January 2041, and it will reach 23 percent of the general population by January 2051. This means that Ukraine must adapt and address issues related to the lives of older people.The demographic strategy plans to promote and accommodate the increased longevity of the Ukrainian population. The quality of life of older Ukrainians will depend on general factors like the social and economic outcomes of the war and specific factors like pensions; accessibility of social support and health services, especially in rural areas; and opportunities for employment and participation in society. Improving the quality of life of the elderly is an essential component for improving Ukraine's post-war prospects. Creating a Supportive Environment for Demographic ImprovementImproving a nation's demographic trends both requires and drives progress in other social sectors. For example, demography determines a nation's social and economic prospects, while governmental policies impact long-term demographic processes. The new Demographic Development Strategy, based on surveys and research, proposes to help develop an environment which supports population growth. Such an environment—in both war and postwar periods—has four major components: basic security, proper housing, a balanced labor market, and supportive living conditions.In the framework of this strategy, basic security for Ukraine's population means achieving physical security (advanced air defense system, accessible bomb shelters, and de-mining) and emotional security (social trust and trust in the authorities, supportive information flows, de-polarization). The solution to the housing problem means reconstruction and construction of a mix of private and public housing, using the best models from Ukraine and around the world. The labor market will require the elimination of imbalances that impede the ability of public and private enterprises to resume their operations and efficiently employ human resources. Finally, supportive living conditions mean the provision of basic services, including access to clean water, electricity, heat, communications systems, and public transportation.ConclusionSince the war continues with no end in sight, preventing the implementation of the Demographic Development Strategy, the authorities must use short-term approaches for wartime problems. However, these short-term solutions should take into consideration the goals and requirements of the demographic strategy, starting with building public understanding and support for its objectives. These strategic objectives will need to be regularly reviewed and, if necessary, adjusted, should the war bring new losses to the Ukrainian nation. That way, Ukraine will be ready to rebuild when the war ends.The opinions expressed in this article are those solely of the author and do not reflect the views of the Kennan Institute.Endnotes[1] For more on this, see Ella Libanova, "Ukraine's Demography in the Second Year of the Full-Fledged War," Focus Ukraine, June 27, 2023, https://www.wilsoncenter.org/blog-post/ukraines-demography-second-year-full-fledged-war.[2] It is very difficult to determine a reliable count of the country's population, since there were no census conducted in the recent years. This document uses the estimate of the population during the war was made by researchers from the Ptukha Institute for Demography and Social Studies of the National Academy of Sciences of Ukraine. They used the following sources: the State Statistics Service (on population before the full-scale war); mobile operators (the number and location of their clients); the Ministry of Justice (registered deaths and births); the Ministry of Health (the number of newborns and children registered with the medical authorities); the Ministry of Social Policy (the number and location of IDPs); the International Organization for Migration (recent surveys); the UNHCR (the number, demographic characteristics, and regions of origin of Ukrainian forced external migrants abroad); the Pension Fund of Ukraine (the number and gender/age composition of retired people); and the Ministry of Education and Science (the number, location, and gender/age composition of students in educational institutions of different levels).[3] According to the Ministry of Public Health of Ukraine, during the battles, 189 medical facilities were destroyed and another 1,427 severely damaged in the temporarily occupied territory. [4] "UNHCR Warns Worsening Conditions and Challenges Facing Vulnerable Ukrainian Refugees in Europe," press release, UN Refugee Agency, November 15, 2023, https://www.unhcr.org/news/press-releases/unhcr-warns-worsening-conditions-and-challenges-facing-vulnerable-ukrainian. [5] See Eurostat's constantly updated database at https://ec.europa.eu/eurostat/web/migration-asylum/asylum/database?node_code=migr_asytp. [6] According to the Center for Economic Strategy, in the spring of 2023, only 63 percent of respondents planned to return to Ukraine. About 14 percent of those migrated people did not plan to return, and 23 percent were undecided. It is safe to estimate that the number of Ukrainians who will remain abroad will range from 1.3 million to 3.3 million, depending on further developments in the situation. See Гліб Вишлінський, Дарія Михайлишина, Максим Самойлюк та Марія Томіліна, Біженці з України: хто вони, скільки їх та як їх повернути?, Центр економічної стратегії, ("Refugees from Ukraine: Who Are They, How Many Are There and How to Return Them?" March 21, 2023), https://ces.org.ua/who-are-ukrainian-refugee-research/. [7] For example, see «Передумови повернення в Україну для участі у відбудові українських жінок, які знайшли тимчасовий прихисток за кордоном» (Ukrainian Women's Congress, "Study 'Prerequisites for Returning to Ukraine to Participate in the Reconstruction of Ukrainian Women Who Found Temporary Shelter Abroad,'" December 3, 2023), https://womenua.today/news/doslidzhennya-peredumovy-povernennya-v-ukrai-nu-dlya-uchasti-i-vidbudovi-ukrai-nskyh-zhinok-yaki-znay-shly-tymchasovyy-pryhystok-za-kordonom-povnyj-zvit/.

The Ukrainian people are entering the third year of their fight for their existence as a state and people. Every day, soldiers and civilians—children, women, and the elderly—are killed, homes are destroyed, and jobs are lost. The uncertainty of wartime forces individuals, families, communities, and the authorities to shorten their planning horizons and be ready to adapt at a moment's notice. Under such circumstances, any effort to develop long-term strategies focused on postwar development immediately raises questions of feasibility. However, no society can live by only looking at the challenges of the moment. The future is also important for collective survival. Today's demographic crisis is a challenge that short- and long-term government strategy planning must account for.Since Ukraine gained its independence in the 1990s, its demographic situation has demanded the government's attention. Authorities worked to improve its policies and achieved some success between 2006 and 2015. Unfortunately, these positive outcomes were adversely impacted by the COVID-19 pandemic and demolished by Russia's full-scale invasion in 2022. In recent months, the Ministry of Social Policy prepared a plan to respond to the demographic challenges brought on by the war. This document, the Demographic Development Strategy, underwent a series of public discussions and was developed in cooperation with government officials, Ukrainian scholars, and specialists from several international organizations. The strategy was finalized in January 2024 and now waits for governmental approval. About the Demographic Development Strategy The new strategy envisages two basic scenarios for Ukraine's development. The inertia scenario assumes that demographic processes will evolve naturally, without government intrusion. It predicts that the population of Ukraine within its 1991 borders may decrease to 28.9 million people by January 2041, and to 25.2 million by January 2051. The guided scenario assumes the implementation of the Demographic Development Strategy and predicts the achievement of decent living standards for Ukrainians returning from abroad. Under this scenario, the demographic decline would be mitigated, with estimates of a population of 33.9 million by January 1941, and 31.6 million by January 2051. The goal of the strategy is to ensure that the population maintains its long-term reproduction capacity despite all war-related conditions. It is intended to improve Ukraine's sociodemographic characteristics as defined in the policy's five strategic goals: Chart 1. Goals of the Demographic Development Strategy of Ukraine (2024–2040)Image CreditThe strategy proposes using tested—both in Ukraine and worldwide—policy instruments to avoid the inertia scenario. These include policies intended to improve the birth rate; reduce premature mortality and excessive migration; address population displacement; accommodate an aging population; and address other challenges confronting the nation. Increasing Ukraine's Birth Rate The primary issue that the strategy addresses is Ukraine's population size, an issue greatly exacerbated by Russia's aggression and occupation of Ukrainian territory. The war both sharply reduced Ukraine's already low birth rate, and sharply raised mortality across all age groups and occupations. Several million displaced Ukrainians moved toward the western part of Ukraine, and over six million others, mainly children and women, were forced to leave the country. In addition to the refugees, large-scale labor migration abroad between 2022 and 2023 threatens to turn into permanent emigration over time. The illegal annexation of Crimea and some southeastern Ukrainian regions between 2014 and 2022 has affected the demographic situation as well.[1] As a result, according to our calculations, Ukraine's population has radically decreased, moving from 48.5 million inhabitants in December 2001, to 42.0 million in January 2022, and then to 36.3 in August 2023 (of which, only around 31.5 million reside in the government-controlled territories).[2]Since Ukraine has not conducted a census since 2001, analysts must use both conventional and unconventional sources (as explained in the endnote 2). But making forecasts about the population size in the future is even more difficult. First, there is a lack of information on the population of the temporarily occupied territories and areas near the front. Second, military development scenarios vary greatly, which directly impact any demographic assessment. Third, the decisions that displaced and migrated Ukrainians make about whether and when to return are difficult to predict. Any demographic strategy must take all this into account in planning for the country's development. Even in peacetime, Ukraine's fertility rates have been below the level required for population replacement (2.2) since the mid-1960s. In 2021, the total fertility rate was 1.2. Put another way, the number of children born that year was half the number of people who reached the age of 60. After the start of Russian aggression in 2022, the fertility rate fell below 1.0.Even if the war were to end tomorrow, Ukraine would face an extreme challenge in improving its birth rate. There are five major reasons for such a low birth rate. First, there was a change in social values, towards self-realization and individualism. This translated into a shift from the number of children born to the quality of their care and upbringing, as well as a modification in the forms of marriage and the age at which people became parents.Second, economic factors played a negative role. According to 2021 statistical data, the poverty rate in Ukraine was 20.6 percent in the general population. For families with children, however, it was higher, measuring 22.4 percent for families with children; 27.6 percent for families with children under three years old; and 53.6 percent for large families. With the outbreak of the full-scale Russian invasion, these numbers became even worse. Third, there are structural obstacles to combining work with raising families for women in Ukraine. There is a significant difference in employment levels for women between 25 and 44 years old in 2021: the employment rate was 71.1 percent for women without children and only 51.5 percent for women with children between three and five years old. During the war, the shelling and large-scale destruction decreased the opportunities for children to attend school, which significantly worsened employment opportunities for women. Fourth, public health in Ukraine has deteriorated considerably in recent years, including declining trends in reproductive health. Additionally, Ukrainian women live under stress and depression caused by constant fear for their lives and the lives of their children and relatives. Finally, the fifth factor is the separation of families. Many men have been drafted into the armed forces, while many women have migrated abroad.Together, these factors have a synergistic effect, forcing most Ukrainian families to postpone childbearing in anticipation of a more favorable period. A significant number of these postponed births may never materialize. In the past, the Ukrainian government tried to increase the birth rate by increasing maternity benefits for women until their children reach the age of three. The government increased these benefits tenfold in 2005, and then threefold in 2008. These increases succeeded in increasing the birth rate: in 2005, there were 426,100 children born, compared to 512,500 newborns in 2009. However, the effect of financial incentives on the fertility rate was rather short-lived and mainly influenced families with low levels of education and income. A much more lasting positive result was achieved through the reduction of poverty for families with children, the creation of a legal and policy environment friendly to such families, and an increase in the economic self-sufficiency of families.Reducing Premature Mortality The second most important cause of the demographic crisis is high premature mortality for people under 65, an issue especially affecting men. Even before the major invasion and the COVID-19 pandemic, by 2020, the average life expectancy in Ukraine was 71.3 years, the lowest rate in Europe.The new strategy identifies the main factors contributing to the excessive mortality in Ukraine as a low level of hygiene culture, the prevalence of dangerous working conditions, unhealthy lifestyle, late response to health issues, widespread vaccination hesitancy, and faults in the public health care system. Lack of access to medical and recreational services are especially acute for residents in small towns and villages.The gender gap in mortality is typically high for all post-Soviet countries. According to 2020 official statistics, the gender gap in life expectancy was 9.8 years: 76.2 years for women and 66.4 years for men. Male mortality in Ukraine was higher than female mortality in all age groups, but especially—more than three times—in the 25–34 cohort. After retirement, this gap decreases. This difference stems from variations in lifestyle for women and men, and the exposure of men to more dangerous employment conditions. Russia's full-scale aggression has significantly increased mortality rates for Ukrainians. This is especially noticeable among soldiers who are risking death in battles and captivity. At the same time, the general population also risks death on a daily basis from rocket and drone attacks, limited access to medical care in the temporarily occupied territories,[3] and extreme stress that can lead to the emergence of new and exacerbation of old chronic diseases. Even though there are currently no reliable data on human losses among Ukrainian military personnel and civilians, the toll has tragically reduced the population. The cessation of hostilities in Ukraine is undoubtedly the first step to reducing mortality. However, the experience of other postwar countries shows that even the end of armed conflict does not immediately return mortality to prewar levels.Addressing Migration Out-migration of Ukraine's population has long exceeded in-migration since the dissolution of the USSR. For economic reasons, Ukrainians have been leaving for Russia, then for Poland. On the eve of the COVID-19 pandemic, the number of Ukrainian labor migrants abroad was estimated at between 2.5 and 3 million people. Over the last decade, Ukrainians consistently were among the top nationalities receiving first-time EU residence permits. For example, 873,700 Ukrainian citizens received EU residence permits in 2021, 30 percent of all those issued.Russia's military aggression has resulted in the largest outward flow of migration from Ukrainian territory since WWII. Millions of people moved away from frontline areas to either relatively safe regions of Ukraine or to other countries. According to the United Nations High Commissioner for Refugees (UNHCR) data, by the end of 2023, over six million Ukrainians fled abroad. Of these, 1.2 million were either deported to or (less often) voluntarily left for the Russian Federation.[4] According to Eurostat, by the end of October 2023, 63.2 percent of the 4.3 million Ukrainians who were in the EU/European Free Trade Zone (excluding Hungary) were women, 33.2 percent were under the age of 18, and 6.1 percent were 60 or older.[5] Since one-third of forced migrants abroad are children and adolescents, their non-return may cause irreparable demographic loss for Ukraine. The situation is potentially made worse if some Ukrainian families decide to reunite outside Ukraine after the war ends. As a recent study demonstrates, many migrants may not return home.[6] Female migrants who have found good jobs and housing outside of their country may bring their husbands to join them once martial law and travel restrictions are lifted in Ukraine. Additionally, growing divorce rates between partners separated by war reduce the incentive of Ukrainian women to return home after the war.The same study shows that the reasons for Ukrainians' reluctance to return home include uncertainty about security in Ukraine (for 47 percent of those polled), lack of workplace or place to live (31 percent), insufficient access to basic services (22 percent), and lack of acceptable quality of education for children (15 percent). Abroad, Ukrainian migrants value stable employment (21 percent), school and preschool institutions (11 percent), and a sense of integration (11 percent).[7]The new strategy includes policies to attract Ukrainians living abroad so they return to their homeland. These policies would apply to migrants who left because of war and those who moved before the war. Should conditions require it, the strategy also includes migration policies to attract immigrants from other countries.(Re)distributing Postwar PopulationThe military conflict has greatly influenced population distribution in Ukraine's regions. The first cohort of internally displaced people (IDP) appeared in Ukraine in 2014 following Russia's annexation of Crimea and instigation of separatist conflicts in Donetsk and Luhansk. These attacks caused approximately 1.5 million Ukrainians to leave their homes for safer regions in the country. In December 2023, the number of IDPs reached 4.9 million. These numbers include about 739,000 families with children that were forced to leave their homes for regions of Ukraine away from the front lines. Despite efforts from the government and local communities, IDPs lack housing, acceptable work and income, and access to timely health and social assistance. The constant stress and uncertainty about their future cause larger declines in fertility and increases in mortality among IDPs compared to the general population.At the same time, the massive population movements within Ukraine can be a source of labor resources for the regions where IDPs settle in. The demographic strategy envisages the formation of a new resettlement system to influence and support the reconstruction of different regions of Ukraine. The most likely scenario for postwar development envisions the formation of five territorial clusters. The central cluster includes relatively safe regions of central Ukraine that already shelter the largest number of IDPs. This cluster is likely to become the country's new industrial center after the war. Due to its closeness to the EU, the western cluster will need a larger workforce. This region will develop quickly through economic ties with the European countries and will provide a strategic location for military industry. However, western Ukraine has long been underdeveloped relative to other major population centers. It will take time and investment for this region to accommodate a large population influx. The northeastern territories will remain the area of the most "insecure habitation" due to its proximity to Russia. Economic development in these regions will require special policies and interventions from both the central and local governments. The southern cluster's prospects are currently the least clear. This area will probably have to develop under conditions of both constant threat from Russian and the benefits from sea-born trade.Ukraine's large urban environments—like those in Kyiv, Kharkiv, Odessa, Dnipro, Lviv, Donetsk, and Zaporizhzhia—will constitute a separate cluster. Big cities will likely provide the most accessible services and job opportunities to their residents. Rational population (re)settlement in postwar Ukraine must plan for housing (including temporary housing during reconstruction), infrastructure, reindustrialization, and job creation. These plans must also include social infrastructure, including hospitals, schools, and other public buildings in each of the clusters.Adapting to an Aging SocietyUkraine has one of the 30 oldest populations in the world: almost 18 percent of its population is older than 65. Over the next several decades it will age even more. According to projections, the over-65 proportion will reach 21 percent by January 2041, and it will reach 23 percent of the general population by January 2051. This means that Ukraine must adapt and address issues related to the lives of older people.The demographic strategy plans to promote and accommodate the increased longevity of the Ukrainian population. The quality of life of older Ukrainians will depend on general factors like the social and economic outcomes of the war and specific factors like pensions; accessibility of social support and health services, especially in rural areas; and opportunities for employment and participation in society. Improving the quality of life of the elderly is an essential component for improving Ukraine's post-war prospects. Creating a Supportive Environment for Demographic ImprovementImproving a nation's demographic trends both requires and drives progress in other social sectors. For example, demography determines a nation's social and economic prospects, while governmental policies impact long-term demographic processes. The new Demographic Development Strategy, based on surveys and research, proposes to help develop an environment which supports population growth. Such an environment—in both war and postwar periods—has four major components: basic security, proper housing, a balanced labor market, and supportive living conditions.In the framework of this strategy, basic security for Ukraine's population means achieving physical security (advanced air defense system, accessible bomb shelters, and de-mining) and emotional security (social trust and trust in the authorities, supportive information flows, de-polarization). The solution to the housing problem means reconstruction and construction of a mix of private and public housing, using the best models from Ukraine and around the world. The labor market will require the elimination of imbalances that impede the ability of public and private enterprises to resume their operations and efficiently employ human resources. Finally, supportive living conditions mean the provision of basic services, including access to clean water, electricity, heat, communications systems, and public transportation.ConclusionSince the war continues with no end in sight, preventing the implementation of the Demographic Development Strategy, the authorities must use short-term approaches for wartime problems. However, these short-term solutions should take into consideration the goals and requirements of the demographic strategy, starting with building public understanding and support for its objectives. These strategic objectives will need to be regularly reviewed and, if necessary, adjusted, should the war bring new losses to the Ukrainian nation. That way, Ukraine will be ready to rebuild when the war ends.The opinions expressed in this article are those solely of the author and do not reflect the views of the Kennan Institute.Endnotes[1] For more on this, see Ella Libanova, "Ukraine's Demography in the Second Year of the Full-Fledged War," Focus Ukraine, June 27, 2023, https://www.wilsoncenter.org/blog-post/ukraines-demography-second-year-full-fledged-war.[2] It is very difficult to determine a reliable count of the country's population, since there were no census conducted in the recent years. This document uses the estimate of the population during the war was made by researchers from the Ptukha Institute for Demography and Social Studies of the National Academy of Sciences of Ukraine. They used the following sources: the State Statistics Service (on population before the full-scale war); mobile operators (the number and location of their clients); the Ministry of Justice (registered deaths and births); the Ministry of Health (the number of newborns and children registered with the medical authorities); the Ministry of Social Policy (the number and location of IDPs); the International Organization for Migration (recent surveys); the UNHCR (the number, demographic characteristics, and regions of origin of Ukrainian forced external migrants abroad); the Pension Fund of Ukraine (the number and gender/age composition of retired people); and the Ministry of Education and Science (the number, location, and gender/age composition of students in educational institutions of different levels).[3] According to the Ministry of Public Health of Ukraine, during the battles, 189 medical facilities were destroyed and another 1,427 severely damaged in the temporarily occupied territory. [4] "UNHCR Warns Worsening Conditions and Challenges Facing Vulnerable Ukrainian Refugees in Europe," press release, UN Refugee Agency, November 15, 2023, https://www.unhcr.org/news/press-releases/unhcr-warns-worsening-conditions-and-challenges-facing-vulnerable-ukrainian. [5] See Eurostat's constantly updated database at https://ec.europa.eu/eurostat/web/migration-asylum/asylum/database?node_code=migr_asytp. [6] According to the Center for Economic Strategy, in the spring of 2023, only 63 percent of respondents planned to return to Ukraine. About 14 percent of those migrated people did not plan to return, and 23 percent were undecided. It is safe to estimate that the number of Ukrainians who will remain abroad will range from 1.3 million to 3.3 million, depending on further developments in the situation. See Гліб Вишлінський, Дарія Михайлишина, Максим Самойлюк та Марія Томіліна, Біженці з України: хто вони, скільки їх та як їх повернути?, Центр економічної стратегії, ("Refugees from Ukraine: Who Are They, How Many Are There and How to Return Them?" March 21, 2023), https://ces.org.ua/who-are-ukrainian-refugee-research/. [7] For example, see «Передумови повернення в Україну для участі у відбудові українських жінок, які знайшли тимчасовий прихисток за кордоном» (Ukrainian Women's Congress, "Study 'Prerequisites for Returning to Ukraine to Participate in the Reconstruction of Ukrainian Women Who Found Temporary Shelter Abroad,'" December 3, 2023), https://womenua.today/news/doslidzhennya-peredumovy-povernennya-v-ukrai-nu-dlya-uchasti-i-vidbudovi-ukrai-nskyh-zhinok-yaki-znay-shly-tymchasovyy-pryhystok-za-kordonom-povnyj-zvit/.

Issue 29.5 of the Review for Religious, 1970. ; EDITOR R. F. Smith, S.J. ASSOCIATE EDITOR Everett A. Diederich, S.J. ASSISTANT EDITOR John L. Treloar, S.J. QUESTIONS AND ANSWERS EDITOR Joseph F. Gailen, S.J. Correspondence with the editor, the associate editors, and the assistant editor, as well as books for review, should be sent to R~vxEw FOR l~mcxous; 6t2 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63to3. Questions for amwering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 32i Willings Alley; Philadelphia, Pennsylvania tgx06. + + + REVIEW FOR RELIGIOUS Edited with ecclesiastical approval by faculty members of the School of Divinity of Saint Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63103. Owned by the Missouri Province Edu-cational Institute. Published bimonthly and copyright ~) 1970 by REVIEW FOR R~LlCIOU. at 428 East Preston Street; Baltimore, MaC/- land 21202. Printed in U.S.A. Second class postage paid at Baltimore, Maryland and at addiuonal mailing offices. Single copies: $1.00. Subscription U.S.A. and Canada: $5.00 a year, $9.00 for two yeats; other countries: $5.50 a year, $10.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be ¯ accompanied by check or money order paya-ble tO RZVXEW FOR RELIGIOUS in U.S.A. currency only. Pay no money to persons claiming to represent REVIEW FOR RELIGIOUS. Change of address requests should include former address. Renewals and new subscriptions, where ex¢ora. partied by a remittance, should be sent to R£vI~w FOR RELIGIOUS; P. O. ~OX 671; Baltimore, Maryland 21203. Changes of address, busine~ correspondence, and orders not a¢¢ompanid by a remittance should be sent to REvll~W l~Ol~ RELIGIOUS ; 428 East Preston Street; Baltimort, Maryland 21202. Manuscripts, editorial cor-respondence, and books for review should be sent to REVIEW ~OR RF.LIOIOUS; 612 Humboldt Building ; 539 North Grand Boulevard: Saint Louis, Missouri 63103. Questions for answering should be sent to the address of the Questions and Answers editor. SEPTEMBER 1970 VOLUME 29 NUMBER 5 ,!111; JOHN W. O'MALLEY, S.J. History, the Reformation, and Religious Renewal: Pluralistic Present and New Past Even the most cautious historian would probably be willing to subscribe to the sweeping generalization that Roman Catholicism has changed more radically in the past four years than it had in the previous four hundred. A sense of uprooting and upheaval is inevitable under such circumstances, and we should not be surprised that the resulting tension has been felt most acutely in religious communities. These communities presumably" are the places of keenest religious sensibilities and, at least until recently, the places where the traditions of the past were professedly cultivated. But the changes have often shattered these traditions and have inter-rupted the sense of continuity with the 'past. The conse-quent confusion has forced religious to turn, sometimes somewhat desperately, to any quarter which promises rescue. Somewhat paradoxically, religious even turn to history, in the hope that the long narrative of the Church's pilgrimage will throw light on the present crisis. Often the specific focus of their interest is that other era of history well known .for its religious tension and tt~rmoil, the age of the Reformation. This focus is at least in part due also to the !fact that the theology and spirituality of the Reformation era had been protracted in the Church to the very eve of Vatican II. In studying the sixteenth century many religious were to some extent ~tudying themselves. The present author, as a practicing historian of the Reformation, has frequently been asked by religious in 4- ¯ Fr. John W. O'Malley, S.J., is as-sociate professor in the department of history; University of Detroit; Detroit, Michigan 48221; . VOLUME 29, ~.970 ÷ ÷ ÷ 1. W. O'Malley, $.J. REVIEW FOR RELIGIOUS 636 the past several years to answer the following question: Is not the present upheaval in the Church very similar to .the upheaval of the Reformation era? The following pages will attempt to answer that question and to use it as a focus to explore the unprecedented nature of the aggiornamento we are experiencing today. It is to be hoped that such an exploration will be helpful to reli-gious in trying to understand their present situation in history and in describing to them the drastic creativity which is required of them in the renewal of their own communities. "Is not the present upheaval in the Church very simi-lar ~o the upheaval of the Reformation era?" The ques-tion begs for an affarmative answer, and such an answer is indeed suggested by many obvious similarities between the sixteenth century and the twentieth century. Both centuries,, for example, experienced a challenge to papal authority; both centuries tried to revise the forms of religious life, saw large numbers of men and women leaving religious life, and so forth. However, in spite of the many similarities and in spite of the measure of consolation which an affirmative answer might bestow, the fundamental reply to the question has to be a re-sounding negative. The present upheaval is radically different from the upheaval of the sixteenth century. It is important for us to see just how it is radically different, for only then can we cope with the practical repercus-sions which such a difference has on our own lives. In order to explore this topic we must first expose two assumptions which are the basis of the discussion which is to follow. These assumptions are simple and familiar to us all, but they bear repetition because they are so fundamental. First of all, behind every action there is an idea. Ideas are power. They are dynamic in character and even the most abstract of them tends eventually to issue in action and to influence conduct. Therefore, to study an idea is to study the energetics of social change. Secondly, behind every idea there is a culture, a fabric of thought and feeling of which any given idea is a partial expression and reflection. The idea may even have been created by the culture in question, for ideas are not eternal. They are born at some particular time and in some particular place. Or if the idea was merely inherited fxom an older culture, it is modified and changed by the new culture as the new culture accepts it as its own. In the study of the history of ideas, sensitivity to the total cultural context is an absolute prerequisite for discerning an idea's birth, de-velopment, and even total transformation, in the course of its history. The idea towards which we shall direct our attention is the idea of Christian reform :or renewal. As an idea it has its own history, which is a reflection and expression of the various cultures where it was and is a vital force. This history until recently was not much investigated by historians, but it is now receiving more adequate atten-tion. We shall try to trace this history very briefly, with special emphasis on the Reformation era, in the con-viction that such an endeavor will be enlightening and helpful for us in our present crisis. In particular, we shall contrast the cultural framework which undergirded the idea of reform in the age ,of the Reformation with that which undergirds aggiornamento today. Recent studies on the origin and early development of the idea of reform in Scripture and the fathers of the Church have shown that in those early'centuTies reform meant the transformation of the individual Christian into God's image and likeness. It had not as yet occurred to Christians in any very c6herent fashion that the Church as an institution--or rather that institutions in the Church--might be subject to reform and revision. The idea of institutional reform surfaced for the first time during the so-called Gregorian Reform or Investi-ture Controversy of the eleventh century. During this period the functions and allegiances of the episcopacy were at the center of the bitter contest between pope and emperor, and it was the papacy which wanted to change the status quo by returning to what it felt was an older and sounder tradition before bishops had become sub-servient instruments of royal and imperial policy. With the Gregorian Reform the idea was inserted into the Western ecclesiastical tradition that the Church it-self was subject to reform. The impact of this idea upon later history is incalculable. From the eleventh century forward the idea would never again be absent from the story of the Church; and at some times, as in the early sixteenth and the mid-twentieth centuries, it would come to dominate and profoundly disturb that story. By the early years of the sixteentll century we can honestly say that a reform hysteria had set in. Reform had become the common preoccupation, almost obsession, of the age. What is to be said about [ireform in the sixteenth century? Perhaps the first thihg which strikes our at-tention is the almost limitles~ variety of reform ideas and reform programs. We see stretched before us a chaotic panorama in which it is hard to find order, progression, or consistency. The figure of Luther, of course, dominates the scene, and he to some degree influenced, at least by way of reaction, all reforms in the century: But we are really hard pressed to find a very obvious intellectual affinity between him and a refbrmer like Michael Servetus, who denied the Trinity and ÷ ÷ VOLUME: 29,' 1970 6:~7 I. w. O,M,a~y, S.I. REVIEW FOR RELIGIOUS 638 who taught that the corruption of Christ's doctrine, which began with the Apostles and which was furthered by the fathers and scholastics, was brought to inglorious constimmation by contemporary ~eformers like Luther. And what direct relationship was there between an Anabaptist quietist like Conrad Grebel and an Ana-baptist visionary like John of Leyden, who made polyg-amy obligatory at Mfinster and maintained himself there in voluptuous, polygamous opulence? Even within Catholicism a great gap separates Gasparo Contarini, the conciliatory Venetian nobleman and friend of St. Ignatius, from the fierce and rigid Gian Pietro Carafa, at .whose election to the papal throne even Ignatius blanched. The more we learn about the sixteenth cen-tury the more clearly we see how complex and variegated it was. Generalization seems impossible. And the at-tempt to compare it with the twentieth century seems even more impossible, for we are all keenly aware of the variety and even contradiction which characterizes contemporary ideas of reform and aggiornamento. We have set ourselves an impossible task. ¯ On the other hand, if what we said earlier about cul-tural patterns is true, all of these reform phenomena should be able to be studied as manifestations of a common culture. There should be somewhere, if we dig deeply enough, elements manifestative of a common intellectual and emotional experience. These elements, though distinguishable from one another, also com-penetrate one another, so that in speaking of one of them we to some extent are also speaking of the others, since all are facets of the same cultural reality. We are justified, therefore, in our undertaking, especially if we keep clearly in mind how precarious it is and how subject to exception is almost every generalization. In our comparison of the sixteenth with the twentieth century we shall concentrate on two elements or phe-nomena which are particularly significant for out topic and particularly revelatory of the character of the two cultures. The first of these phenomena we shall designate as the cultural parochialism of the sixteenth century and the cultural pluralism of the twentieth. The cul-ture of the sixteenth century was a parochial culture. The great controversies of that century were carried on within what we now see to be the narrow confines of the Western intellectual tradition. One reason why the sixteenth century was an exciting century in which to live was that it initiated through its voyages of dis-covery the new age of world consciodsness which we experience today. But only the faintest glimmers of. this world consciousness had penetrated to Europe by 1517. It is true. that in the Italian Renaissance, which to some extent was contemporaneous with the Reforma-tion, there was a greater awareness of cultural diversity. Moreover, there was an attempt to come to terms with it. Both Nicholas of Cusa and Marsilio Ficino speak of the splendor which comes to religion from the diversity of rite and ritual which God permits throughout the world. But such tolerance and breadth of vision was not characteristic of the European intellectual scene as a whole. Indeed, even where these virtues were. operative they eventually tended to be snuffed out by the harsh polemics of the religious controversies. The very dictum "Scripture alone," which we associate with the Protes-tant reformers, is symptomatic of what was happen-ing. No matter what is to be said of this dictum as an expression of theological principle, from the cultural point of view it suggests narrowness and constriction of vision. The Catholic formula, "Scripture and tradi-tion," is broader and suggests an urbane and mature consciousness of complexity, but it, too, implies more restriction than the ideas of Cusa and Ficino. The re-formers--- Protestant and Catholic--railed against what they felt were the paganizing tendencies' of the Renais-sance, and we often echo their judgments even today. But much of this so-called paganizing can be more be-nignly and more accurately .interpreted as a serious at-tempt to broaden the cultural base of Christianity. The cultural parochialism of which we have been speaking was made possible and even fostered by the slow and inadequate means of communication which the sixteenth century had at its disposal. More im-portant, these slow and inadequate means made it possible for sects to develop and for governments to impose a particular and rigid religious style on whole populations. In other words, it was still possible to ex-clude those factors which would tend to develop re-ligious and cultural pluralism or to operate for a more broadly based unity. German Lutheranism, Dutch Calvinism, Spanish Catholicism could continue to perdure as distinct and seemingly relentless cultural .phenomena only because they were protected from fac-ing the challenge of cultural and religious diversity. We today have no such protection, and we cannot construct barriers to keep out what we find offensive and disturbing. In the modern world pluralism is the very air we breathe, and it is one of the most signifi-cant factors influencing us and marking us off from all men who have ever preceded us on this globe. Modern means of communication have introduced the otherwise-minded into our very homes, and we have no instrument to muffle them. We must come to terms with diversity. ÷ :÷ VOLUME 29, 1970 639 4. I. w. o'Mo~, s.1. REVIEW FOR RELIGIOUS 640 Our: Christianity, therefore, and our style of renewal must come to terms with it. Ecumenism, for instance, is not simply an accidental adoi:nment to our religious and intellectual style. It is not simply a good idea that we concocted and then tried to thrust down the throat of an unwilling Church. We perhaps cannot describe it as inevitable, but we cer-tainly can describe it as symptomatic of the culture in which we live and urgently required by it if we genuinely believe in truth and honesty. Our experience of pluralism has forced us all to admit the possibility of different, complementary, con-trasting, and at times almost contradictory insights into the same data. It has forced us to realize that each of these, insights may have some validity and that no set of categories can capture any reality in all its splendor and multiplicity. This realization, has not made us gkeptics, but it has made us cautious in our judgments and aware of how relative our insights might be. Our experience of pluralism has thrust upon us a new epistemology. In the sixtbenth century the assumption which under-lay religious discussion was that truth was one and that orthodoxy was clear--clear either from Scripture or from the teaching of the Church. Cultural parochialism fostered this assumption. It allowed beliefs to perdure untested by confrontation with different beliefs. The epistemology of the sixteenth century, parochial and rigid with the academic rigidity of the scholastic de-bates, made little allowance for the possibility of plural-ism of insight. It insisted upon the exclusive validity of a single insight, with a consequent insistence upon the exclusive validity of particular categories and concepts. Truth in such a system is not multifaceted and ever some-what beyond our grasp, but monolithic and subject to our despotic contro!. It is de jure intolerant. Its particular formulations are so many weapons for use in battle ¯ against other equally parochial formulations. Polemic, therefore, is its appropriate literary style. The theology of the sixteenth century is quite cor-rectly described as polemical and controversialist theol-ogy. We perhaps fail to realize how appropriate such a style of theology was to the cultural experience and epistemological presuppositions of that century. To an intolerant truth corresponds an intolerant literary form. No other form would be honest. The only possible explanation for a person's refusal to accept the true and orthodox insight must be moral perversity. Hence, orthodoxy and virtue, heterodoxy and vice were the two sets of inseparable twins. Significantly enough, the characteristic literary form of the Italian Renaissance was the dialogue, the form which implies an awareness of diversity and a willing-ness to live with it. It was an awareness too delicate to be able to contain the religous resentments which ex-ploded in 1517. But it is not too delicate today. Dialogue is the literary form required by our epistemology, which has been conditioned by our experience of cultural pluralism. Dialogue and rapprochement are not arbi-trary creations of the ecumenist. They are necessary corollaries to being intellectually honest in the latter half of the twentieth century. Our style of renewal, therefore, cannot be apodictic, autocratic, intolerant, or suffused with old-time single-minded zeal. Our culture--that is to say, WE, as prod-ucts and creators of that culture--require something else. Our style is radically different. It is groping and tentative. It is experimental and participati~ve. It is even somewhat double-minded, for it realizes that even re-ligious reform must keep an eye on secular realities precisely as potential for religious values. The second phenomenon manifestative of the cul-tural divergence of the sixteenth century from the twentieth century is perhaps more important: the sense of history operative in the two centuries. Here, es-pecially, we must beware of giving the impression that each individual in the sixteenth or twentieth century thinks about his past in precisely the same way. In the sixteenth century, in fact, historical thought ranged from the subtle understandings of persons like Fran-cesco Guicciardini and Desiderius Erasmus to the crudest forms of apocalyptic. However, we can say that, by and large, sixteenth-century thinkers discerned some consistent and coherent pattern in the historical process, and they saw this process as directly under the divine influence. They usually arrived at their formulations of such a pattern by a very arbitrary fusion of historical fact with metahistorical speculation which they drew from Antiquity and the Middle Ages. The result was often a hodge-podge of myth, metaphysics, and unsub-stantiated historical data. From this was constructed a pattern of expansion or decline or cycle or cataclysm or culmination which was presented to the reader as God's design. Thus the author was able to rise above history's mystery and to protect himself from history's terror. There was one very important consequence of this approach to history: it tended in some fashion to absolutize the past. The religious thinkers of the six-teenth century all tended to see past events, especially religious events, as issuing from God's hand and as under His direct influence. They were not particularly Renewa/ VOLUME 29, 1970 641 ~. W. O'Mall~, S.~. REVIEW FOR RELIGIOUS 642 concerned with the singular, contingent, concrete hu-man causes which produced particular phenomena. They were concerned rather to see them as products of di-vine providence, as r~eflections of the divinity, as neces-sary elements in a predetermined pattern. They thus tended to endow them with an absolute value which defied reconciliation with the contingent historical cir-cumstances under which they had come into being. The contrast of this style of historical thinking with our own is dramatic. We all have acquired to a greater or lesser degree some measure of historical conscious-ness ~s defined in terms of modern historical method and hermeneutics. What this means is that we approach the past as a human phenomenon which is to be under-stood in terms of human thought and feeling. Each person, event, doctrine, and document of the past is the product of contingent causes and subject to modification by the culture in which it exists. Everything in the human past is culturally conditioned, which is just another way of saying that it is culturally limited. Such awareness of cultural conditioning distinguishes modern historical consciousness from that which pre-ceded it, and it is an awareness which has been growing ever more acute since the nineteenth century. The text of Luke's Gospel could have been produced only by first-century Judaic-Hellenistic Christianity. Fifteenth-century humanism would have created a completely different text, different in concept as well as in language. Awareness of such cultural differentiation helps make Scripture scholars today much more keenly conscious of how Scripture is the word of man than they are of how it is the word of God. Until quite recently the very opposite was the case. What modern historical consciousness enables us to understand more clearly than it was eve~ understood before, therefore, is that every person, event, doctrine, and document of the past is the product of very specific and unrepeatable contingencies. By refusing to consider them as products of providence or as inevitable links in an ineluctable chain, it deprives them of all absolute character. It demythologizes them. It "de-providential-izes" them. It relativizes them. The importance of such relativization is clear when we consider the alternative. If a reality of the past is not culturally relative, it is culturally absolute. It is sacred and humanly unconditioned. There is no possibility of a critical review of it which would release the present from its authoritative grasp. For one reason or another an individual might.reject a particular institution or set of values as not representing the authentic tradition of the past. But. there is no way to reject the past as such. There is no way to get rid of history. The two styles of historical thinking which we have just been describing radically condition the idea of re-form. If we were to describe in a word the funda-mental assumption which underlay the idea of reform in the sixteenth century, it would be that reform was to be effected by a return to the more authentic religion of a bygone era. Somewhere in the past there was a Golden Age untarnished by the smutty hand of man, an age when doctrine was pure, morals were upright, and institutions were holy. It was this doctrine, these morals, and these institutions which reform was to restore or continue. According to this style of thinking Christ somehow or other became the sanctifier and sanctioner of some existing or pre-existing order, and that order was thus imbued with transcendent and inviolable validity. For centuries many Christians thought that such an order was the Roman Empire, and that is why the myth of the Empire's providential mission and its duration to the end of the world perdured many centuries after the Empire ceased to be an effective reality. According to this style of thinking all the presumptions favor obedi-ence and conformity. Protest and dissent can only rarely, if ever, be justified. There is no way to see Christ as contradicting the present and rejecting the past. Such a style of thinking is foreign to our own. Even though as Christians we attribute a transcendent mean-ing to the person of Jesus and therefore attribute a special primacy to those documents which resulted from the most immediate contact with him, we cannot see the first Christian generation as a Golden Age. Scoiologi-cally speaking, it was the charismatic generation. His-torically speaking, it was a generation like all others-- human, contingent, imperfect, relative. The formula-tions of Christian doctrine in the great early councils must be subjected to the same radical criticism. We do not easily find in them a harvest of eternal and immu-table truth. Intellectually, therefore, we repudiate the sixteenth-century's historical style. Emotionally, however, we find a certain satisfaction in it of which it is difficult to divest ourselves. What satisfies us in this style is its fufidamental premise that somewhere in the past there is an answer to our questions and a solution to our prob-lems. If we could only get back to the ':true mind" of somebody or other, how easy it then would be to im-plement our reform. How easy it then would be to save ourselves from the risk of having to answer our own VOL:UME" 29, 1970 643 ~. W. O'Mallt'y, REVIEW FOR RELIGIOUS ¯ 6,t4 questions and solve our own problems. This is the emotional consolation which such a style of historical thinking provides. We neatly fit ourselves, for instance, into a preconceived pattern of homogeneous develop-ment, and then we dip into the Golden Past to discover how to behave as the pattern unfolds itself. We are secure. We have been saved from history's terror. No such salvation, however, is open to us of the twentieth century. Modern historical consciousness has relativized and demythologized the past, thus liberat-ing us from it. But we are liberated only to find our-selves on our own. The past has no answers for us, and we face the future without a ready-made master-plan. It is this fact which makes our style of renewal radically different from every reform which has ever preceded it. We are painfully conscious that if we are to have a master-plan we must create it ourselves. In spite of certain superficial similarities, therefore, the problems of the sixteenth-century Reformation are not those of twentieth-century aggiornamento. Underly-ing these two reforms are two radically different cul-. tural experiences, which have radically transformed the idea of reform. Our twentieth-century idea of reform has been conditioned by our experience of religious and intellectual pluralism, and this has transformed it from pronouncement to conversation. Our idea of reform has also been conditioned by our modern historical consciousness, and this has divested us of the consola-tion of a past which answers our questions and tells us what to do. The implications of the foregoing reflections for re-newal within religious communities should be obvious. First of all, our problems will not be solved from on high by some sort of autocratic decree. Before any reasonable decision is reached on any major question a certain amount of open discussion and communal dis-cernment is an absolute prerequisite. The exercise of "obedience" is thus so drastically changed that we can well wonder if the word, with all its connotations, is really an adequate expression of what we now mean. In any case, participation and tolerance of diversity of viewpoint are now such pervasive realities of the cul-ture in which we live that there will be no viable + solutions to any problems without taking them into ac- + ¯ count. ÷ Secondly, although we do want to get back to the "true mind" of our founders, we must realize that we are in a very different cultural context than the founders were. We have to be bold in interpreting their "mind," and we must realize that even they do not answer our questions in our terms. Keligious renewal today, for the first time in the history o[ the Church, is more con-scious o~ its break with the authentic past than it is of its continuity with it. This may not be a very consoling realization, but it is one which we must constantly be aware o~ as we try to face the ~uture. Indeed, we face a new future because to a large extent we have created ~or ourselves a new past. j. DOUGLAS McCONNELL Good Stewardship Is Management and Planning J. Douglas Mc- Connell is a mem-ber of the Stanford Research Imfitute; Menlo Park, Cali-fornia 94025. REVIEW FOR RELIGIOUS Thank God for the courage and wisdom of the fathers of the Second Vatican Councill Their decree, Perfectae caritatis, charging all institutions and orders to under-take renewal, may have provided a means that will en-able the talents of both men and women religious to be developed more fully and utilized more effectively in serving the People of God. It may also be the means by which some (not all) orders will survive in the years ahead. There is no need here to discuss the declining numbers of[ novices, the increasing numbers not taking final vows or opting for exclaustration, the growing costs of retirement, and the trend in age distributions. These are symptoms, not causes, and their disappearance rests entirely on how the orders adapt themselves to this, the latter third of the twentieth century. Historically, the least practiced parable within the Catholic Church has to have been the parable of the talents, and this is particularly true insofar as orders of religious women have been concerned. They have truly been hand-maidens of the Church; they have occupied subservient roles and have been encouraged to remain in secondary roles--interpreting kindly the motives and action of others, shunning criticism, and avoiding evaluation of another's fitness for her work or position--yet they possess tremendous capabilities. For the better part of a decade Stanford Research In-stitute (SRI) has undertaken research projects in the area of corporate planning, and for many more years in the field of management. In that time, working with members of the Fortune 500 and numbers of relatively small businesses, SRI has developed a philosophy or a set of principles that underlies the physical tasks in the planning process and exercise of management functions. In the last three years we have been privileged to work with the following orders in assessing their present and future status: Sisters of the Holy Cross, Notre Dame, Indiana; the Sisters of Charity of Mount St. Joseph, Cincinati; and the Sisters of Charity of Mount St. Vincent, New York. The 'philosophy of corporate planning has proved to be as effective for religious orders as for corporations. We do not have "the answer," and we are the first to admit that our approach evolves a little with every study and improves; but we do have a system that is logical, comprehensive, participative, timely, and oriented toward results. The system SRI follows is outlined here because we believe it offers sound means of planning for. the future, of implementing change without chaos, and of exercising true collegiality and subsidiarity. A number of sisters have even called it "the key to survival." What Is Planning? All of us plan to some extent whenever we think ahead to select a course of action. But this is a weak way of defining planning. SRI prefers to define effective planning as a network of decisions that direct the intent, guide the preparation for change, and program action designed to produce specific results. Note that the emphasis is on goal-directed action. Ob-jectives can be determined and achieved if properly planned for. The network of decisions recognizes the in-terrelationships between internal and external factors and that earlier decisions may greatly influence later ones. On more than one occasion I have heard of a diocese "giving" a high school to an order. The deci-sion to accept, in at least two instances, has meant a considerable drain on the human and financial re-sources of the orders concerned and effectively com-mitted them to that apostolate for many years, irrespec-tive of the priorities of the sisters in the congregations. Throughout our private and corporate lives we make decisions under conditions of uncertainty; and we trust, with varying degrees of probability, that the outcomes will be as anticipated. The formal process of planning described briefly here does not guarantee success, how-ever that may be defined, but it considerably enhances the probability. SRI does not talk about short and long range planning as separate functions. Planning is the function that ex-tends into the future as far as is considered desirable. If a college operated by an order requires 50 percent of its faculty to be religious (so it can provide Christian wit- 4. 4- + Stewardship VOLUME 2% 1970 647 ]. D~ .McConnell REVIEW FOR RELIGIOUS '648 ness and remain economically viable), the retirement pattern for the next six or seven years determines what type of graduate fellowships should be offered for both the coming academic year and the several that. follow. The awarding of fellowships in its turn requires that other decisions be made.This year's budget and deci-sions should be determined on the basis of their con-tribution to the long range objectives of the institution or order, and not be de facto determiners of the direc-tion the organization takes. The Genius Founder Our research studies and project work concerned with the nature of organizations, corporate development, and successful management have indicated that, in almost every case, successful organizations of all kinds have been the brainchild of a single person or, in rare instances, of two in partnership. Names such as Vincent de Paul, St. Ignatius Loyola, Elizabeth Seton, Catherine McAuley, St. Francis Xavier Cabrini, Baden Powell, General Booth, Henry Ford, Alfred Sloan-Charles Kettering, Gen-eral Wood, Hewlett-Packard, the Pilkinton Brothers, Andrew Carnegie, and H. J. Heinz come readily to mind. By analyzing the attributes and state of mind of the "genius founder" of the business enterprise, SRI devel-oped a framework of tasks designed to re-create the mental processes of the genius entrepreneur within the management team of the corporation. Let me explain further. As we see it, the success of the "genius founder" is in large measure caused by his un-swerving dedication to setting high goals and .to reach-ing for them. He has vision on which he bases his own objectives and sets his own goals. And he does this not simply on the basis of last year's results plus some growth factor or what has always been done, but on the basis of his own perception of his own capabilities and the drive to satisfy his own needs. These attributes of vision and ~ommitment in goal setting are most impor-tant. Other distinguishing attributes of our "genius founders" appear to us to be: oA willingness to assume risk oA sense of inquisitiveness or unceasing curiosity ~Insight into relationships between concepts, objec-tives, needs, and needs satisfaction; the ability to see implications or utility ~Ability to make sound value judgments as to what is central and peripheral to attaining his objectives ~Creativity, be it in the area of product, technology, or a new marketing approach oFeasibility judgment based on foresight, experience, and a problem-solving ability oAbility to marshall the resources needed to accom-plish his objectives and goals oAdministrative ability to organize the resources to accomplish his goals and satisfy his inner needs. Organized Entrepreneurship To translate the "genius founder" or "genius entre-preneur" concept to the complex organization, SRI de-veloped a methodological framework that we call "or-ganized entrepreneurship." This framework provides a process of planning that meets the criteria of compre-hensiveness, logic (including provision for retraceable logic), participation by the corporate membership, time-liness, generation of rapid understanding based on a common frame of reference, and an orientation toward results, that is, the decisions reached can be acted on and managed. Through a series of tasks it also repro-duces corporately the distinguishing attributes of the entrepreneur. Let us now briefly go through the planning steps with their various tasks to show you how they fit together in a logical pattern. Step 1: Determination of Corporate Objectives Many institutes and orders have approached the question of who they are and what they want to achieve in overly simplistic terms. Too often purpose is expressed only in broad conceptual statements such as "the glorification of the Lord," "mercy," and "charity" and in terms such as "care for the homeless, the sick, and the aged," and "Christian education." Motherhood statements of a broad nature serve a unifying purpose but tend to let the members of a congregation under-take any work whether it really fits the primary purposes of the order or not. What a congregation is and what it is about are com-plex issues, and definitional statements formulated must take into account the expectations of the several stake-holder groups, the corporate skills and resources, and environmental change. One implication of this is that objectives have to be reviewed periodically. The end result is a family of objectives or, as people like Grangerx and Boyd and Levy2 have termed it, a hierarchy of objectives. a Charles H. Granger, "The Hierarchy of Objectives," Harvard Business Review, May-June 1964, pp. 63-74. ~ Harper W. Boyd and Sidney J. Levy, "What Kind o£ Corporate Objectives?" Journal o] Marketing, October 1966, pp. 53-8. Stewaraship VOLUME 29, 1970 64:9 ÷ ÷ ÷ ]. D. McConnell REVIEW FOR'RELIGIOUS 650 When defining the broad purpose of an organization, one has to recognize the sometimes conflicting interests of the stakeholders, that is, the members, the diocese(s),. the suppliers, and the customers (parishes, students, pa-tients, and the like) and yet resolve the conflict. Be-neath this broad umbrella a hierarchy of objectives is formulated for each stakeholder group, apostolate area, and the generalate of the congregation. As one goes through the hierarchy, the objectives become more specific in their direction, their distance, and the rate at which they can be achieved. The specification of objec-tives also facilitates the development of key criteria for evaluating performance and, sociologically, it recognizes the reality of the situation. The refusal of many clergy to accept Pope Paul's ruling on birth control was really a move to realign those matters considered to be within the realm of individual conscience, those .considered to be within the realm of the clergy, and those considered to obe essential to the faith and therefore within the realm of the Holy See. The present thrust to clean up the environment is an expression of the expectations of the-community stakeholders whose objectives have not been accorded rightful emphasis in the past by a society that has acceded too often to the claims of industry. To develop this hierarchy of objectives it is necessary to undertake a series of analyses. Stakeholder .4 nalysis The typical stakeholders in a congregation of religious are the members, .the diocese(s), functional or apostolate groups, customers, suppliers, financial institutions, and the community within which it operates. For each stakeholder group the governing board at-tempts to answer the following broad questions: oWhat does this group want from the congregation? oWhat expectations does this group have for the con-gregation? ~To what extent are these expectations being met? ~To what extent can the congregation meet them, recognizing .that it is impossible to do everything? Expectations will relate to such items as number and quality of services provided, fees charged, availability, citizqnship, jobs provided, behavior, ethics, and morality. The analyses should take into account the present balance and reconciliation of stakeholder interests, rec-ognizing conflicting interest and expectations as well as attempting to assess what is changing that will affect future expectations. A realistic stakeholder analysis within most dioceses would reveal the extent to which the expectations of local parish priests are being met at the expense of sacrificing the interests of the other stakeholders--the students, the parents, and lthe teachers (lay and religious) staffing the schools. An~ interesting commercial example is the Unilever Company in Africa, which made realistxc stakeholder analyses and surwved the nationalistic fervor of transition fromI colonies to countries by becoming a manufacturer rather than a trader, an economic developer of local resources rather than an extractor, and a partner rather tha~n an oppo-nent. Today, Unilever has a stronger position than ever in African markets. Special studies are almost mandatory because the senior corporate managementI group can hardly be expected to know the basic underlying factors determlmng expectations and perceptions of the stake-holder groups. The provisional stakeholder analysis for ~any commu-nity would include such factors as the percentage of families directly employed by the ~nstxtut,e; the con-gregation's contribution to and percentage of local taxes, if any; the number of members in religiohs teaching, social, civic, and political jobs (full and pa~t time); the annual contributions by the congregation Ito area or-ganizations; sponsorship of local groups; pol~itical action (lobbying, testifying regardxng leg~slatxon) at all levels; and local community attitudes toward the institutions of the congregation. In overseas operations it should also include studies of such factors as ~he political climate, stability of government, acceptan~ce, cultural variables, and attitudes toward overseas-based congrega-tions. Customer analysis will vary by type of apostolate. An orphanage would have different criteria froth those of a college or a retreat center, for example. Nevertheless, all analyses should include estimates for each class of serv-ice, the total potential "customers," the actual numbers served, the "market" share by value and volume, and an evaluation of quality of service as perceivec.lI by custom-ers. As is readily apparent, data on stakeholtler expecta-tions have to be gathered from a wide variety of sources: internally within the congregation, from independent appraisers, and from those actually served. Determining Corporate Potential The final component of this first task of ~tetermining corporate objectives is the establishment of a level of ~ . aspiration in the form of the corporate potentxal. Henry Ford estimated his potential as prowd~ng e~,ery Ameri-can family with an automobile. William Hesketh Lever wanted to make cleanliness commonplace in an era when Queen Victoria took a bath "once a week, whether she ÷ ÷ ÷ VOLUME 29, 1970 651 4. 4. 4. ~. D. McConnell REVIEW FOR RELIGIOUS needed it or not." Our genius entrepreneurs have al-ways reached high, and this has been true of religious like Saint Vincent de Paul or Martin Luther King. The SRI approach is to treat potential as an expres-sion of the governing board's attitude to the congrega-tion's future. Potential can be expressed both in Ford's and Lever's conceptual terminology and also in more pragmatic terms such as the amount of patient care pro-vided, number of students educated, social work case loads, financial soundness, professional hours contrib-uted, and average Sunday morning attendance at Mass. Corporate potential is based on all key-planning issues derived from studying the social and economic outlook, the apostolate areas in which the company is interested, the opportunities for more effective resource utilization, the likely effects of important stakeholder expectations, and a congregation's own conclusions about its level of ambition and strength of commitment. As we see it, the determination of potential stimu-late~, motivates, and enables speculation about its attain-ability. Projected results are not predictions in the com-monly accepted sense but are simply estimates of what could happen when the assumptions made turn out to be valid. The concept aims at stimulating the setting of ambitious congregational and apostolic goals. The result of this phase of the planning process is the setting of a hierarchy of corporate objectives, including a set of ambitious yet realistic human resources and financial objectives. For an order of women religious today to expect to maintain a membership of 1,500 highly qualified professionals by recruiting 50 to 60 novices a year is totally unrealistic. Sound corporate ob-jectiv. es, together with a clear concept of what religious life is all about, should enable a congregation, however, to arrest and then reverse the currently familiar down-ward trend. Step 2: The Assembling o[ In[ormation The assembling of information consists of four main tasks: An in-depth evaluation of what is being done now, an analysis of the skills and resources of the con-gregation, an evaluation of environmental change, and an appraisal of planning issues. The goals and objectives of the congregation and its apostolate areas are explicated to obtain sets of criteria for the evaluations that have to .be undertaken. Once the criteria are established, it is relatively simple (1) to de-ten- nine what information is needed and the data sources necessary for an objective in-depth analysis and evaluation, (2) to develop instruments to collect data not already in existence, and (3) to put all these to-gether. Analysis of the skills and resources of the organization requires three studies: one of government, one of human resources, and one of financial resources. SKI suggests the development of a computerized personnel inventory. This enables detailed analysis and projections to be un-dertaken, as well as aiding in matching skills and in-terests to apostolic needs. Studies of environmental change can and should be obtained from a number of sources. They may be as broad as Kahn and Wiener's ,Economics to the Year 2018/' .~ or as specialized as a local city planning com-mission's forecasts of school population. Most congrega-tions are largely unaware of the amount of information on environmental change that is available just for the asking. In planning the future staffing for elementary schools in a diocese, one order learned that a school would disappear completely within fi~e years because the city planned a freeway through the area, which would mean the razing of almost all homes in the parish. The trends in the age distxibution of an area may indicate the development of different needs in future health care (less obstetric and more geriatric and cardiac care, for instance) and types of social services offered. Undertaking environmental analysis is one thing; ensuring its acceptance and use by management is an-other. One large sophisticated American company un-dertook a test market study in Japan to see if a market existed for a type of convenience snack food. The cor-porate management were ethnocentric about this prod-uct to the point that they refused to believe unfavora-ble test market results the first and second times around and insisted the study be replicated a third time. Busi-ness has no monopoly on this form of myopia, and much of the Church's attitudes toward parochial education appears analogous. The final task in the assembling of information, the appraisal of planning issues, is undertaken by the planning group. Following house or apostolate briefings, planning issues are solicited from those judged to have "management perspective"; to contact all members of the congregation has been our rule to date. Each mem-ber submits as many issues as he desires on a standard-ized form. In the first planning cycle the issues tend to be highly oriented to the present, but experience shows that in subsequent cycles the time horizon expands con-siderably. Typically, the submitted issues identify the 8 Herman Kahn and Arthur J. Wiener, Economics to the Fear 2018 (New York: Macmillan. 1967). 4- 4- St~ardship VOLUME 29, 1970 1. D. Mc~onne// REVIEW FOR RELIGIOUS 654 ~functionM point of impact on the institution or con-gregation, the nature of the impact, whatever supporting evidence exists, and suggested ranges of possible action. Issues are then grouped into families of issues that have common causes, that yield to a common solution, or that can be assigned to a single responsible person. You may ask: "Why solicit planning issues from mem-bers as a major basic input to the planning process?" The underlying assumptions are that people will do only what they see is of interest and importance to them and that each individual's perception is his reality. Members of a congregation cannot be expected to devote time and energy to matters they do not consider relevant to them as religious. The system also provides government with an excel-lent upwards channel of communication and, by per-mitting every member to participate and contribute ac-tively, enhances the probabilities of acceptance of the plan and a commitment to achieve it. This participative philosophy is touched on again later in this article. Step 3: Development of Planning Actions The major superior and the members of the governing board then read through each family of planning issues, screening out those where action has already been taken or is imminent, or where incorrect perception is in-volved. In these cases executive action is indicated. Each family of issues is then reviewed in the light of the corporate objectives, special studies' highlights, the analysis of resources, and the "real" message indicated by the issues. The members of the governing group then take each family of issues and identify the kind of action it suggests, what is at stake in terms of costs and benefits, the costs (both out of pocket and opportunity) of taking action, the degree of urgency, the first and second order implications of the kind of action sug-gested, and the management personnel who should at-tend to it. These individual efforts in translating issues to responses are then reviewed by the whole of the ex-ecutive group whose discussions strive to combine re-lated actions into broader, more fundamental actions and to identify important actions still missing. Use of a task force to assist in this process may be helpful. Suggested actions emerging from this review should then be tested by whatever means deemed appropriate. Feasible actions are then grouped by three or more levels of priority. Step 4: Preparation of the Provisional Plan In this s~ep of the planning process the proposals for action are translated into specific action assignments that, when completed in detail, provide the goals, action, and controls portion of the provisional plan. This provi-sional plan corresponds with the marshaling ability of our "genius entrepreneur." We suggest the use of a specific form that, when ap-proved by the assignment group and accepted by the action assignee, represents an authorization to proceed and a cohtract to perform the specified action in the terms stated. One important set of Form 3s, as we call them, relate to the continuance of present operations and thus ensure that all aspects of the congregation's activities form part of the plan. Before final approval the Form 3s flows through the finance and planning offices, where calculations of total costs and benefits are made for each priority level and are compared with total resources available. This pro-vides the governing board with a means to decide how many and which tasks can be undertaken within the planning period. The actions, tasks, or projects selected are then built into estimates of benefits and costs to see the effects on congregational performance and where the plan will posit the congregation with respect to its current per-formance, intermediate goals, and movement toward at-tainment of the longer range objectives. At this point the planning group updates the special studies' highlights; assembles the draft statements on corporate objectives and key assumptions; and produces summaries of the action programs in terms of timing, pro forma financial statements (operating statement, balance sheet, cash flow), and resource requirements (manpower, equipment, facilities, and capital)--broken down by organizational units, priorities, and whether they are current or developmental operations. The natural advocate of each action proposed then describes it and leads discussion within the governing board to double-check the plan in terms of the realism of goals, schedules, and cost/benefit estimates, of agreed-on performance standards (that is, the rules of the game), of interdependence among organizational units, of effects of unrealistic goals on the rest of the congregation, and of whether each action proposed is justified in terms of the congregation's objectives. This may sound like a detailed process that takes a lot of central government's time, and it does. But it ensures that: oThe government group understands all aspects of the proposed plan. oWithin the context of the emerging corporate pur-pose and strategy there is a review of program con-÷ ÷ ÷ VOLUME 29, 1970 655 ÷ ÷ ÷ ]. D. M~mme~ REVIEW FOR RELIGIOUS 656 tent, a rank ordering of programs, and anallocation of resources in accordance with priorities. oAn appraisal of various program combinations oc-curs, highlighting the relative emphasis on continu-ing present activities and developing new ones, the magnitude of effort required to reach each poten-tial, and the timing and sequence of interrelated programs. oAfter final decisions and allocations are made, the provisional plan is put in final form and presented by the major superior to the board for approval, and then approved programs are channeled to ac-tion assignees. The first year o£ the plan is the congregation's budget. The congregation is now at the point of managing by plan, which parallels the "genius entrepreneur" charac-teristic of administrative ability. It has succeeded in rep-licating the characteristics of the "genius entrepreneur" in a corporate framework. In subsequent periods the congregation recycles through the planning process, and the family of plans is updated and reissued. The first year of the plan as up-dated becomes the operating budget and the final year of the plan is extended. Here perhaps a word of warning is in order. Remember that lead time is an absolute necessity. It takes three to five years before major moves have a real impact on a corporation, and SRI believes that the same will hold true for congregations of religious. Maior in-depth evaluations are probably required only about every five years. In the interim period the special studies, updating of stakeholder analyses, and solicitation of planning issues from members are all that is likely to be required. Conclusion Our experience has been that the organized entre-preneurship model works. In the five years (this is the sixth) that SRI has been conducting executive seminars in business planning, more than 600 executives from over 300 companies representing every continent of the globe have participated. Many corporations, such as Coca-Cola, Owens-Corning Fiberglas, Lockheed, Merck, and Cyanamid, have been using one or more variations of the model with considerable success. The model de-scribed here is the adaptation that has been developed for congregations of religious despite the difficulties of measuring benefits and some kinds of costs when non-financial criteria are applicable. It is too early to say to what degree the orders SRI has assisted with planning have benefited, but there is every reason to believe that they are adapting with the times and will continue to be dynamic forces in the Church and wider society in the years ahead. Highly idealistic, yet realistic, spiritual and temporal goals and objectives have been determined. Honest objective evaluations have been undertaken, recommendations have been made, plans for their implementation have been drawn up, and these are being put into effect. Government has been democratized and strengthened. Management sys-tems have been introduced. And all of this has been done by directly involving some 250 members of each order in task forces and less directly involving all mem-bers through solicitation of information, opinions, at-titudes, and issues important to them. The final plan is theirs and they are committed to it. This motivation alone enhances the probabilities of success. In addition, the management skills of these congregations have been added to greatly. The sense of community has been en-hanced by the reaffirmation of congregational goals and objectives, the open realization of the pluralism inherent in any large group of people, and the translation from concept to action of both subsidiarity and collegiality. Another vital factor that enhances the probabilities of the orders strengthening themselves as a result of the introduction of modern management techniques and planning as part of their renewal is the quality of .their leadership. It takes strong, forward-looking leaders to see the benefits from and to commit their members to a major planning project such as this and then see that it reaches fruition. Good management is good stewardship of resources to attain goals and objectives and to provide the greatest benefits for all stakeholders with the resources available. One essential component of good management is plan-ning. ÷ ÷ ÷ S~ardshi~ VOLUME 29, 1970 657 LOUIS G. MILLER, C.Ss.R. The Social Responsibility of Religious Louis G. Miller, (~,Ss.R., is on the staff of Liguori Publication in Li-guori, Mo. 65057. REVIEW FOR RELIGIOUS 658 It is in the temper of our times that religious who take the vow of poverty are under close scrutiny. The youthful generation has a sharp eye for phoniness, and they are quick to draw attention to the gap that seems to exist between professing a vow of poverty and the actual living of a poor life. The matter concerns the individual religious and it also concerns the religious order or congregation as a whole. The following reflections have to do with one aspect of the problem which, in my opinion, religious communities have, generally speaking, neglected in the past. I mean the responsibility of devoting some part of the community funds to investment in projects designed to help relieve the most pressing social problem of our time: the widening gulf between the haves and the have nots in our society. Before developing my theme, let me state that I am well aware of the self-sacrificing work being done by religious in their parishes and in teaching and nursing programs for the poor and deprived. When a parish staffed by members of a religious order goes through the inevitable cycle and changes from middle-class to low-income parishioners, the people stationed there pitch in, ordinarily, and try to adapt to the new situation that is thrust upon them with energetic zeal. What we are concerned with in this article is social consciousness on the provincial level. In the ordinary course of development, a province will accumulate funds, and it will seek ways to invest these funds. The interest from these investments goes to the support of educational institutions and missionary projects. There are two ways of doing this. A religious community can invest its funds under the single motivating principle that the investments be safe and that they bring the highest possible return. This is the course followed by many a conscientious bursar or procurator, and in the past, few questioned it. Another way of going about .the matter of investing funds would be to look for ways and means of applying them to the alleviation of the pressing social crisis of our time. No one can be unaware that such a crisis exists. It finds expression in the widening gulf between rich and poor, the increasing bitterness in the racial confrontation, and the alienation between generations that seems to result from the other factors. In Vatican II's Decree on the Appropriate Renewal of Religious Life there is a very apt expression of community responsibility in this regard. After noting that "poverty voluntarily embraced in imitation of Christ provides a witness which is highly esteemed, especially today," the Decree goes on to say: Depending on the circumstances of their location, communi-ties as such should aim at giving a kind of corporate witness to their own poverty. Let them willingly contribute something from their own resources to the other needs otr the Church, and to the support of the poor, whom religious should love with the tenderness of Christ (Number 13). As we well know, the young appear to find it.difficult to put their faith and trust in any kind of "establish-ment" today. They only too readily suppose that an institution of its very nature is so hamstrung by long-standing traditions that it cannot move in the direction of new and imaginative ventures. Over and above the tremendous work being done by religious in, for example, inner city projects; over and above occasional cash donations to worthy causes, I believe we need something in the nature of a symbolic gesture on the level of capital fund investment. I believe this would serve as a large factor in winning the confidence of young people that we are indeed willing to back up our words with our deeds, and that as an institution we can take a forward step. The heart of the social crisis today, most authorities agree, is the housing problem. The United States Commission on Civil Rights calls this the "most ubiquitous and deeply rooted civil rights problem in America." The Koerner Report agrees and makes it clear that its dimensions are so great that if a solution is not found within a few years, the resultant pressures could produce riots far more terrible than those our country experienced two or three years ago. The plain fact of the matter is that while each year 1.5 million new family homes are built in the United States, nearly all of them are on a de facto segregated basis. Since World War II the FHA and VA have financed $120,000,000 in new housing. According to a ÷ ÷ Social l~sponsibitity VOL~bl~ 2% k970 .I. + L. G. MC.iSllse.Rr,. REVIEW FOR RELIGIOUS 6~0 survey made two years ago by the American Friends' Service Commission, less than two percent of this housing has been available, kealistically available, to non-whites. Each year we get larger white belts in our suburbs and more compressed black cores in our cities. The black core is continually compressed inward upon itself. Recently in St. Louis representatives of the president's Commission on Civil Rights, under the chairmanship of Father Theodore Hesburgh, after long hearings on the situation there, issued a depressing report that, although legally integrated housing is in force, de facto segregation in the great majority of suburbs is still very much the order of the day. He was quoted as saying: "Everybody we interviewed admitted that we have a grave problem; but nobody knows what to do about it." I propose that we direct some of our provincial invest-ments, perhaps a tithe of 10 percent, to the alleviation of this de facto discrimination in housing. In doing so, we would not of course be pioneers among church groups. There are available for study a number of interesting examples of what can be done and has been done. In Akron, Ohio, there is a nonprofit interfaith organization, organized in 1964, called INPOST, spon-sored by local Episcopal, Lutheran, Methodist, and Presbyterian churches. INPOST has directed several million dollars of investment into a complex of 108 units of low-cost housing, 72 units of high-rise housing, and 28 town houses. It is hoped that this complex will become a model for similar developments across the country. The diocese of Peoria for the next three years will advance $35,000 annually toward urban renewal and poverty programs in their area, with special emphasis on housing projects. We have noticed in the news recently that the Chicago Jesuit province recently made available $100,000 to be used as bond money to try to keep black families from being evicted from their homes. These are families with no equity in their homes even years after purchase at inflated prices, and legally able to be evicted on missing one payment. The Franciscan Sisters of Wheaton, Illinois, have announced an $8,000,000 plan to build and operate as nonprofit sponsors a residential complex for senior citizens and middle-income families in that area. The diocese of Detroit has been a leader in approving at least one $74,000 loan as seed money for testing the feasibility of having houses prefabricated by the hard-core unem-ployed for erection in the inner city. There is a national organization,, with headquarters in Washington, D. C., called SOHI, or "Sponsors of Open House Investment." Congressman Donald M. Frazer is its chairman, and numbered in its long list of sponsors is a host of distinguished Americans of all creeds and a variety of professional competences. It seeks to promote investment by individuals or by non-profit institutions of about 10 percent of their available investment capital in housing that is open to all. The organization does not itself invest. But it alerts indi-viduals and nonprofit groups to investment opportuni-ties in equal housing. It seeks to bring together investors of good will and housing professionals who are com-mitted to open occupancy. It operates on the principle that if a person cannot do anything himself to help solve the housing problem, his funds, if he has money to invest, can be an eloquent voice to help in the terrible silence of the decent in facing up to the housing problem that exists in our Country today. Under the slogan "National Neighbors" it seeks to build bridges of understanding between people, whatever their race or color. The Headquarters of SOHI is located at 1914 Connecticut Ave., N. W., Washington, D. C. 20009. Objection to these proposals can be made, of course, on the grounds that there is a smaller interest rate on such investments, and they are not as safe as blue chip stocks. Also, the objector might continue, the religious community needs all the money it can scrape together in these difficult times to support the various projects already in operation. But I submit that this does not absolve us from our social responsibility. If things are tough for us, they are much tougher for a great many people in the have-not group. They are a lot tougher even for people who have the money, but who can't buy a home in a decent neighborhood because their skin is black. If the social problem in our country is not met and dealt with, the most gilt edged investments will not be of much use or solace in the turmoil and violence that may follow. ÷ ÷ ÷ so~d VOLUME 29, 1970 661 SISTER M. RITA FLAHERTY, R.S.M. Psychological Needs of CeBbates and Others ÷ ÷ ÷ Sister Rita is chairman of the Department of Psy-chology; C~rlow College; Pittsburgh, Pennsylvania REVIEW FOR RELIGIOUS 662 Today when the value of celibacy--to which so many thousands of priests and religious are committed--is being questioned, it seems important that every facet of the problem be examined. The questioning seems to be the result of: (1) Vatican II's emphasis on the true value of marriage as a way of life that can lead to the highest sanctity and spiritual fulfillment, (9) the research of Biblical schoIars which raises questions about the time, place, circumstances, and even authenticity of those words of Christ which were formerly quoted in defense of celibacy, (3) the difficulty of practicing celi-bacy in a culture that places a high premium on sexual pleasure, and (4) the emotional difficulties that can arise as a result of deprivation of this important physical and psychological need. While all aspects of this problem deserve close study, it is with the last aspect that this paper will be concerned. In spite of all these problems and new discoveries, there are many religious and priests who cannot ignore what they believe is the prompting of the Spirit to live a celibate life. These people who choose to live in the unmarried state are entitled, it would seem, to have this freedom and also to have any help from psychologists or others who can aid them in solving some of the problems that may arise as a result of that choice. Although this study is directed toward the needs of celibates, actually much of the material is applicable to both married and unmarried alike. Basic psychological needs are to a great extent universal, differing only in emphasis and means of satisfaction from one cultural group to another. In studying the behavior of humans, psychologists in general would conclude that all behavior is motivated, that is, it arises from some need within man. Behavior, as defined by psychologists, is an attempt to provide satisfaction for a need. What is a need? What happens when a need is experienced? A need is a state o[ tension or disequilib-rium that results from some lack within the person. When this need is felt, it causes the person to become tense and restless; it activates him to perform some action in order to relieve the need--to get rid of the tension and to achieve a state of ~atisfaction or equilib-rium. A man who is watching a television 'show may not be conscious of his need for food, but he does become restless while watching and jumps up at the commercial and goes to the refrigerator to find something to eat. This behavior is directed towards a goal that will relieve the tension from hunger. Hunger is classified as a physical need, along with thirst, need for sleep, for oxygen, for elimination, for sex, and for many other activities that help to maintain a state of physical satisfaction. Each of these physical needs is tied in with a biological system within the body which in most cases depends on satisfaction of the physical need for survival. One cannot imagine a man being deprived of oxygen for more than eight minutes or deprived of water for more than a week or of food for much more than a month, without dying. Therefore when the person becomes aware of the lack of oxygen, water, or food he becomes agitated and rest-less and gradually filled with tension until he finds a suitable object to satisfy his need. And so it is with all the other physical needs, .including sex, except that the need for sex seems to be the only one which is not necessary for the individual's preservation of life--it is, however, very important in the preservation of the race. For this reason celibates need not worry about endangering their lives, but they must expect a certain amount of frustration and tension resulting from the deprivation of this basic physiological drive which in man is also part of his whole personality. However, physical needs comprise only one of three categories that may be termed human needs. One must also consider psychological and spiritual needs in studying human behavior. Although many psychologists discuss a large variety of psychological needs the five most com-monly mentioned include: affection, security, achieve-ment, independence, and status. Since these needs are more subtle and do not usually lead to loss of life, people are often unaware of the tension created by them. Yet the tension can become very strong and even lead in some individuals to a complete disorganization of personality which could be termed a kind of psy-chological "death." ÷ ÷ Sister Rita REVIEW FOR RELIGIOUS TiLe need for affection implies the need to give and receive love. This is very important throughout life, but seems most important during infancy and early childhood, in studies done by Ribble, Spitz and others young infants deprived of mothering, that is, fondling, petting, and other signs of affection have in some cases gradually wasted away in a disease called maras-mus. Older children and adults may not die from lack of affection but they may develop some severe person-ality deviations. The second psychological need mentioned is that of security which Karen Homey defines as the need to feel safe from the dangers of a hostile and threatening world. Physical security is not the important element here as was demonstrated by the children who ex-perienced the terrors of the London bombings during the Second World War. It was found after the war that those who were separated from their parents and sent to places of safety in the country showed more psychological disturbance and insecurity than those who lived through the raids in the city of London while staying with their parents. Evidently the presence of people who love you makes one feel more secure than any amount of physical safety in the presence of strangers. As adults, we experience insecurity when we fear that no one loves us or that those people who are present in a situation we perceive as threatening do not really know us or understand us. The next psychological need is achievement or the feeling that one has accomplished something worthwhile. The individual must be convinced himself of his achievement. Another person telling him that his work is good is not sufficient if he himself is dissatisfied with the outcome. Therefore when one reaches a personal goal, a feeling of real achievement can be experienced-- but often p~ople who are deprived of affection or feel insecure cannot feel a satisfying experience of achieve-ment. The anxiety that is generated by deprivation of these other psychological needs may either paralyze their efforts so they cannot achieve, or if they do achieve, the results are rendered personally unsatis-fying. Once a person can achieve, however, he usually wants to become independent. The need for independ-ence involves the ability to make decisions and take responsibility for one's own actions. During adolescence this need gets very strong and continues throughout life. One can never be considered a mature adult until he has achieved an independence of "though.t, decision, and action. Finally the need for status or a feeling of self-worth must be considered as probably the most improtant psychological need found in humans. The need for status includes the desire to be a worthwhile person-- to be a good person. Everyone has this very basic need to see himself as a person who is worthwhile. Anyone who views himself as bad, inferior, or inadequ.ate does not satisfy his need for status. More Americans are visiting clinical psychologists today because they "hate" themselves, than for any other reason. If this need for self-worth is not fulfilled the person cannot be really happy. A final category of human needs is not usually men-tioned in psychology books but should be noted here, that is, spiritual needs. These include a need to believe, love, and worship an absolute Being--someone outside of man who is infinitely good and powerful. Spiritual needs also include the need to "live for others," to go out to others, to have a meaning for one's life. Depriva-tion of needs in the spiritual area are less perceptible, that is, many people can seemingly go for years without showing tension over these needs. However, because these needs are most subtle does not mean they do not exist or that they are less important. Since psychology is a relatively new science it is understandable that very little investigation has been conducted in this intimate but obscure area of man's personality. Victor Frankl and other psychotherapists are writing more often these days about existential neurosis, which is a frustration and anxiety caused by a lack of purpose in one's life. Those individuals who see no purpose in life or reason for living may very often be suffering from a deprivation of spiritual needs. Now in considering the problems brought on by these needs one must remember that they can be operating on a conscious or an unconscious level. A man may be aware that he is hungry and go in search of food, or sometimes he may be unaware that the frus-tration, tension, and even depression he experiences could be eased by eating a good meal and perhaps getting a good night's sleep. So, while most physical needs are consciously felt, sometimes needs for food, sex, sleep, and so forth may be causing tension for which we cannot account. The psychological needs are much more likely to operate on an unconscious level, perhaps because many people would be loathe to admit their needs for affection, approval, status, and so forth. It is possible for a person to be aware that he needs to be loved or esteemed by others, but it is more likely that he would repress this, thereby causing the need to operate on the unconscious level. Finally, spiritual needs are most likely to be 4- 4- 4- Need~ o] Celibates VOLUME 29, 1970 665 Sister Rita REVIEW FOR RELIGIOUS 666 repressed and many people go through life not realizing that they have a human need for God--a need to depend on an all-powerful Being for love and help. One might ask how a discussion of these needs js involved in the problems of celibates. It is the thesis of this paper that many celibates can stand the frustration involved in a deprivation of the sex need if other needs are adequately met. For religious it is likely that the physical and spiritual needs are satisfied more often than the psychological ones. Because of faulty training in the areas of friendship, detachment, and obedience a number of celibates ex-perience extreme frustration in areas of at~ection, security, and independence. Because of a fear of engendering pride or a false concept of humility many religious practices have also deprived individuals of a feeling of self-worth. Rarely in the past was praise given for work well-done, and it is the unusual person who can satisfy his need for self-esteem unless he sees others regarding him as a good person. In the past some celibates ma~ have been able to maintain some feeling of worth and goodness based solely on the assumption that celibacy was a "higher" form of life than marriage. Now, postconcilar writers are emphasizing that all states of life can lead to sanctity and that all Christians are called to lead a life of perfection. By thus equalizing the various states, the only prop that some celibates had for a feeling of self-worth (admittedly it was a poor onel) has been pulled away from them. Also in the past the People of God tended to look to those leading a celibate life as somehow being better than non-celibate Christians. Now there is a tendency in Catholic books, articles, and newspapers to question the value of celibacy. This questioning accompanied some-times with a kind of ridicule and cynicism may even-tually cause some celibates to become skeptical about the celibate commitment they have made. Those religious and priests who are abandoning the state of celibacy and seeking dispensations to marry are not necessarily suffering primarily from the deprivation of the sex need. It may be that a person who feels lonely, unloved, and unappreciated may seek in the marriage state the companionship, love, and appreciation that could legitimately have been given him in a loving Christian community. On the other hand, it must be admitted that some celibates may feel it necessary to invest their love in one person of the opposite sex, and thus realize that marriage is the only solution for them. In a recent study cited in the International Herald Tribune (March 10, 1970) the results of a Harvard study conducted by James Gill, S.J., showed that in the case of the 2500 priests leaving the United States priest-hood each year, celibacy does not seem to be the major causal factor. Father Gill indicates that he finds that the priests who are leaving and marrying are very often depressed. The priest dropout was most often a man who found himself taken for granted in a crowded system that sometimes denies the human need for approval. This discovery has caused some of the Church's most dedicated and talented priests to become sad, lonely, disillusioned, and resentful. As one examines these findings of Gill, one is reminded of a similar syndrome that psychiatrists have found in many young business executives--men who find themselves caught up in a structure filled with activity but which leaves the individual disillusioned with a system that deperson-alizes him. It is likely, then, that the American culture is a big factor in the working structui~e of the Church in the United States and that the same conditions that operate in the society to dehumanize the individual are also operating in the Church structure. In a personality analysis, Gill found that many of the priest dropouts were task-oriented men, who were raised by their parents in such a way that the achieve-ment of goals, particularly difficult ones, appealed strongly to them. They tended to go about their work in a compulsive, perfectionistic way, not seeking or enjoying pleasure from it, but aiming unconsciously at the recognition and approval they would gain from those they served. Father Gill goes on to show that when this recognition and approval are not experienced, the priest is in deep emotional trouble. It takes between five and fifteen years for a priest like this to experience the disillusion-ment that will eventually lead to some kind of a crisis. The priest then begins to feel that he is being taken for granted, that nobody seems to care how hard he has worked. Usually priests like this have so consistently performed in a better than average manner that bishops and religious superiors simply expect that they will do a good job. Since applause and approval come less frequently with the passing years the priest gradually feels more and more dissatisfied with himself, with his role in the church, and with his requirement of celibacy, At this point in his life, he becomes an easy prey to emotional involvement with the first sensitive woman who comes into his life. It is evident from Gill's study and those of others that celibacy or deprivation of the sex need is not necessarily the principal problem. Many priests and VOLUME 29, '1970 religious who leave to marry are probably seeking satis-faction for basic psychological needs that could legiti-mately and rightly have been satisfied in a celibate community, or a group of Christians Who practice charity by looking out for the needs of their fellow-man. Celibates must be capable of interacting on a deep personal level with at least a few people. Through. these friendships they will be able to love and appreciate themselves, which in turn enables them to love others. ~In the past, authority figures were looked to for approval and recognition which would lead to some psychological satisfaction and a feeling of self-worth in the celibate. In the light of the findings cited above, it would seem advisable to educate all members of the celibate community (and eventually all the People of God) to a clear understanding of these emotional needs. Only in this way will it be possible for the celibate to receive from some of his peers th~ affection, approval, and sense of self-worth which is so necessary if he is to sustain the frustrations of living in a celibate en-vironment. New ideas about love, friendship, and obedience must be given to all sectors of the community, young and old alike, if the celibate is to survive psychologically. Also the value of the celibate life must be rediscovered, not as a "higher" kind of life, but as a life that can lead to a rich, happy existence as one spends it living for others and thereby living for God. ÷ ÷ ÷ Sister Rita REVIEW FOR" REI;IGIOUS 668 THOMAS A. KROSNICKI, S.V.DI The Early.Practice of Communion in the Hand Travel in the United States and Europe has reen-forced my impression that the practice of Communion reception in the hand has already become quite com-mon. Understandably, the reaction that it causes is quite varied. On the one hand, it is labeled another liberal innovation; on the other, it is seen as the. result of an honest endeavor to make the reception of the Eucharist an authentic sign. In any case, and this is the purpose of the present article, we should realize that this practice, now officially permitted in. Belgium, France, Germany, and Switzerland, is not an. unprec-edented development in the liturgy of the Church.1 Synoptic Considerations The Synoptic accounts record the institution narra-tive as taking place in the setting of a meal which was almost certainly the Passover meal.~ The bread that Jesus used at the Lord's Supper would have been the unleavened bread (matzoth) of the Jewish Passover rite. It is interesting to note, however, that by the time the evangelists set about to record the institution event, they simply used the Greek word "artos," or leavened bread. This is understandable since it is generally accepted by Scripture scholars that the words of institution in the Gospels present the tradition concerning the Lord's Sup-per as preserved in the very celebration of the Eucharist in the early Christian communities. It seems, therefore, that when the Eucharist was celebrated outside the Thomas A. Kros-nicld is a member of Collegio del Verbo Divino; Ca-sella ~.Postale" 5080; Rome, Italy. VOLUME 2% 1970 See "Taking Communion," Worship, v. 43 (1969), p. ~440. Mt 26:26; Mk 14:22-3; Lk 22:19. 669 ÷ T. A. Kromicki, $.V.D. REVIEW FOR RELIGIOUS Passover week, leavened bread was commonly used by the early Church) We should also note in this context the word used to describe the distribution of the eucharistized bread. Jesus simply gave it to those who were present. "Take and eat," Jesus said to his apostles. The verb used is the Greek Xa~/3~vo~ which is a generic verb indicating the simple act of taking (with the hand) as is seen from the use of the same verb in Luke 22:19 where Jesus "took the leavened bread." (K~d Xo~v &prov). Frbm these considerations, though no direct proof is established, two points can be asserted. In the Apostolic Church the Eucharist was leavened bread and was dis-tributed in the ordinary manner of giving. A few selected texts ~om the writings of the Church fathers will clearly demonstrate that hand reception of the Eucharist was practiced in the first centuries. Tertullian to Cyril of Jerusalem We would not expect to find in the writings of the fathers an exact account of the mode of Communion reception that was common at their time. There was no reason for them to explain such practices. The most that one can find in searching through their works are oc-casional references to the practice. These indications point to hand reception. The oldest witness we have that the faithful received the Eucharist outside of the solemn liturgy and, in fact, in their homes, is Tertullian (d. 220). At the same time he is an implicit witness for the early practice of hand communion: A whole day the zeal of faith will direct its pleading to this quarter: bewailing that a Christian should come .from idols into the Church; should come from an adversary workshop into the house of God; should raise to God the Father hands which are the mothers of idols; should pray to God with the hands which, out of doors, are prayed to in opposition to God; should apply to the Lord's body those hands which confer bodies on demons. Nor is this sufficient. Grant that it be a small matter, if from other hands they received what they contaminate; but even those very hands deliver to others what they have con-taminated. Idol-artificers are chosen even into the ecclesiastical order. Oh wickednessl Once did the Jews lay hands on Christ; these mangle His body daily. Oh hands to be cut offl Now let the saying, 'If thy hand make thee to do evil, amputate it,' (Mt. 18.8) see to it whether it were uttered by way of similitude (merely). What hands more to be amputated than those in which scandal is done to the Lord's body? * ~ Encyclopedic Dictionary of the Bible (New York: 1963), pp. 697- 702; Joseph M. Powers, Eucharistic Theology (London: 1968), pp. 60-1. ~ Tertullian, On Idolatry (PL, v. 1, col. 744C-745A; trans.: Ante- Nicene Fathers, v. 11 [Edinburgh: 1869], p. 149). In Tertullian's To His Wife which discusses the dangers incurred by a Christian wife even with a "tolerant" pagan husband, we read: Do you think to escape notice when you make the Sign of the Cross on your bed or on your body? Or when you blow away, with a puff of your breath, some unclean thing? Or when you get up, as you do even at night, to say your prayers? In all this will it not seem that you observe some magical ritual? Will not your husband know what it is you take in secret before eating any other food? If he recognizes it as bread, will he not believe it to be what it is rumored to be? Even if he has not heard these rumors, will he be so ingenuous as to accept the explana-tion which you give, without protest, without wondering whether it is really bread and not some magic charm?" The Apostolic Tradition of Hippolytus of Rome (d. 235) goes into even more detail when giving prudential advice about home (and understandably hand) reception of the Eucharist: Every believer, before tasting other food, is to take care to receive the Eucharist. For if he receives it with faith, even if afterwards he is given something poisonous, it will not be able to do him harm. Everyone is to take care that no unbeliever, no mouse or other animal eats of the Eucharist, and that no particle of the Eucharist falls on the ground or is lost. For it is the Body of the Lord that the faithful eat and it is not to be treated care-lessly. o Cyprian's (d. 258) exhortation to the martyrs en-courages them to arm their right hands with the sword of the Spirit because it is the hand which "receives the Body of the Lord": And let us arm with the sword of the Spirit the right hand that it may bravely reject the deadly sacrifices that the hand which, mindful of the Eucharist, receives the Body of the Lord, may embrace Him afterwards to receive from the Lord the reward of the heavenly crown.~ When the same author speaks of the lapsed Christians, he says: On his back and wounded, he threatens those who stand and are sound, and because he does not immediately receive the Lord's Body in his sullied hands or drink of the Lord's blood with a polluted mouth, he rages sacrilegiously against the priests? ~ Tertullian, To His Wife (PL, v. 1, col. 1408AB; trans.: Ancient Christian Writers, v. 13 [Westminster: 1951], p. 30). ' 6 Hippolytus, Apostolic Tradition, cc. 36-7 (Bernard Botte, ed., La Tradition apostolique de saint Hippolyte [Miinster: 1963], pp. 82-5; trans.: Lucien Deiss, Early Sources o] the Liturgy [Staten Island: 1967], p. 68). ~ Cyprian, Letter 56 (PL, v. 4, col. 367AB; trans.: The Fathers o] the Church [hereafter = FC], v. 51 [Washington: 1964], p. 170 where the letter appears as Letter 58). 8 Cyprian, The Lapsed (PL, v. 4, col. 498B; trans.: FC, v. 36 [1958], pp. 76-7). ÷ ÷ ÷ 2". A. KrosM¢~, $.V~D. REVIEW FOR RELI@IOUS Moreover, Cyprian gives us two accounts of persons who were not worthy to receive the Eucharist in their hands. He writes: And when a certain woman tried with unclean hands to open her box in which was the holy Body of the Lord, there-upon she was deterred by rising fire from daring to touch it. And another man who, himself defiled, after celebration of the sacrifice dared to take a part with the rest, was unable to eat or handle the holy Body of the Lord, and found when he opened his hands that he was carrying a cinder.D Hand Communion reception was certainly practiced in the time of persecution as we know from Cyprian, but Basil (d. 379) is our best witness to this fact: Now, to receive the Communion daily, thus to partake of the holy Body of Christ, is an excellent and advantageous practice; for Christ Himself says clearly: 'He who eats my flesh and drinks my blood has life everlasting.' Who doubts that to share continually in the life is nothing else than to have a manifold life? We ourselves, of course, receive Communion four times a week, on Sundays, Wednesdays, Fridays,. and Saturdays; also on other days, if there is a commemoration of some saint. As to the question concerning a person being compelled to receive Communion by his own hand in times of persecution, when there is no priest or minister present, it is superfluous to show that the act is in no way offensive, since long-continued custom has confirmed this practice because of circumstances themselves. In fact, all the monks in the solitudes, where there is no priest, preserve Communion in their house and receive it .from their own hands. In Alexandria and in Egypt, each person, even of those belonging to the laity, has Communion in his own home, and, when he wishes, he receives with his own hands. For, when the priest has once and for all com-pleted the sacrifice and has given Communion, he who has once received it as a whole, when he partakes of it daily, ought reasonably to believe that he is partaking and receiving from him who has given it. Even in the Church the priest gives the particle, and the recipient holds it completely in his power and so brings it into his mouth with his own hand. Accordingly, it is virtually the same whether he receives one particle from the priest or many particles at one time?° There is reference here to more than hand commun-ion. Since no priest or deacon was present, in this case the persons communicated themselves. This was not, however, limited to times of persecution, as Basil points out. Cyril of Jerusalem (d. 386) gives us the clearest ac-count of the manner of hand communion common at his time. In his Mystagogic Catecheses addressed to his D Cyprian, The Lapsed (PL, v. 4, col. 500B-501A; trans.: FC, v. 36 [1958], pp. 79-80). Cyprian notes the practice of taking the Eucharist home and the reception of communion outside of the liturgical celebration. The Eucharist was in this ease reserved in some sort of a box. ~ Basil, Letter 93 (PG, v. 32, col. 484B-485B; trans.: FC, v. 13 [1951], pp. 208--9). catechumens we read: When you approach, do not go stretching out your open hands or having your fingers spread out, but make the left hand into a throne for the right which shall receive the King, and then cup your open hand and take the Body of Christ, reciting the Amen. Then sanctify with all care your eyes by touching the Sacred Body, and receive It. But be careful that no particles fall, for what you lose would be to you as if you had lost some of your members. Tell me, if anybody had given you gold dust, would you not hold fast to it with all care, and watch lest some of it fall /and be lost to you? Must you not then' be even more careful with that which is more precious than gold or diamonds, so that no particles are lost? u Augustine and the Early Middle Ages As we see from the above excerpts, the method of Communion reception up to the time o[ Augustine at least, indicates the practice of hand reception. With Augustine (d. 430) two innovations become apparent for the first time. The men are told to wash their hands; the women are instructed to receive the Eucharist on a white cloth, commonly called the "dominicale]" laid over their hands.1~ In Sermon 229 he writes: All the men, when intending to approach the alt~r, wash their hands, and all the women bring with them clean linen cloths upon which to receive, the body of Christ, thus they should have a clean body and pure heart so that they may re-ceive the sacrament of Christ with a good conscience.~ The same practice is mentioned in the Sermons of Caesarius of Arles.14 The first witness that this author was able to find, giving an explicit example of mouth reception of the Eucharist, was Gregory the Great (d. 604). The case in question is the reception of the Eucharist by an invalid from the hand of Pope Agapitus (535-536): While he [Agapitus] was passing through Greece, an invalid who could neither speak nor stand up was brought to him to be cured. While the weeping relatives set him down before the man of God he asked them with great concern whether they truly believed it possible for the man to be cured. They an-swered that their confident hope in his cure was based on the ~a Cyril of Jerusalem, Mystagogic Catecheses (PG, v. 33, col. l124B- 1125A; trans.: Joseph A. Jungmann, The Mass o[ the Roman Rite [London: 1959], pp. 508-9). ~ In 578 the Council of Auxerre stated the same in Canons 36 and 42 (Mansi, v. 9, p. 915). Canon ~6: "A woman is not to receive com-munion on the bare hand." Canon 42: "That every woman when communicating should have her 'dominicale.' If she does not have it, she should not communicate until the following Sunday." ~Augustine, Sermon 229 (PL, v. 39, col. 2168A). The sermon is probably by St. Maximus of Turin (Sth century). x~ Caesarius of Aries, Sermon 227 (Corpus Christianorum, v. 14, pp. 899-900; trans.: Andr~ Hamman, The Mass: Ancient Liturgies and Patristic Texts [Staten Island: 1967], pp. 242-3). ÷ ÷ ÷ Communion VOLUME 29~ 1970 673 4. 4. T. A. Krosnicki, $.V.D. REVIEW FOR ~ELIGIOUS power of God and the authority of Peter. Agapitus turned im-mediately to prayer, and so began the celebration of Mass, offering the holy Sacrifice to almighty God. As he left the altar after the Mass, he took the lame man by the hand and, in the presence of a large crowd of onlookers, raised him from the ground till he stood erect. When he placed the Lord's Body in his mouth, the tongue which had so long been speechless was loosed.= It would be difficult to conclude from this one example that this was the common practice of the time, for it is known that on occasion the Eucharist was applied to parts of the body as a form of sanctification of the senses or as a cure.an Agapitus might have preferred in this incident to place the Eucharist on the tongue of the invalid since, as Gregory relates, the man Was mute. Gregory also notes: "When he placed the Lord's Body in his mouth, the tongue which had for so long been speechless was loosed." In the eighth century writings of Bede (d. 735) we come across another example of hand reception of communion. Describing the death of a brother, he writes in his Ecclesiastical History: When they had lain down there, and had been conversing happily and pleasantly for some time with those that were in the house before, and it was now past midnight, he asked them, whether they had the Eucharist within? They answered, 'What need of the Eucharist? For you are not yet appointed to die, since you talk so merrily with us, as if you were in good health.' 'Nevertheless,' said he, 'bring me the Eucharist.' Having re-ceived It into his hand, he asked whether they were all in charity with him, and had no complaint against him, nor any quarrel or grudge. They answered, that they were all in perfect charity with him, and free from all anger; and in their turn they asked him to be of the same mind towards them?' Periods'of Transition The transition from the reception of the Eucharist in the hand to that of the mouth as we know it today, seems to have begun at the end of the, eighth century and is allied to the change from leavened to unleavened bread. Alcuin of York (d. 804), the learned friend and counselor of Charles the Great, seems to have been the first to indicate the use of unleavened bread,is But even then, it is unclear whether he intended to state that the bread should be unleavened or merely indicates its usage. He does, however, clearly show that unleavened ~ Gregory the Great, Dialogue 3 (PL, v. 77, col. 224B; trans.: FC, v. 39, pp. 116-117. la Plus PARSCn, The Liturgy o[ the Mass (London: 1957), p. 23. 1T Bede, Ecclesiastical History of England IV, 24 (PL, v. 95, col. 214C-215A; trans.: A. M. Sellar, Bede's Ecclesiastical History o[ England [London: 1912], pp. 280-1). ~ R. Woolley, The Bread o/the Eucharist (London: 1913), p. 18. bread was used. Along with this change to unleavened bread came the introduction of the small round wafers which no longer required breaking or chewing.19 It seems that this fact influenced the change to mouth reception of the Eucharist as well. The use of the un-leavened bread with its capability of being more easily preserved became a matter of greater convenience. The Councils of Toledo and Chelsea show that there must have been some common irreverefices on the part of the clergy when using ordinary bread for the Eucharist. The best way to obviate such disrespect was to require a special bread, other than the everyday domestic type, for the celebration of the Eucharist3° Another reason for the change to unleavened bread was to forestall any confusion between the Eucharist and the common bread of the household. The change to mouth reception became a matter not only of practicality but also as the result of the misun-derstanding of the sacrality of the individual Christian. Due to the thinking of the times, the Christian was no longer considered worthy to touch the Body of the Lord with his hands.~1 With exaggerated sentiments of humility and unworthiness, the faithful received the Eucharist on their tongues. The eucharistic practice had also been influenced by the overemphasis on the divinity of Christ to the almost exclusion of his humanity. The mortal, sinful man dare not touch with his hands the all-holy, powerful God. All of this led to the point where by the ninth century hand Communion was no longer the practice. The Council of Rouen (878) explicitly condemns hand Communion reception on the part of the lalty.~ The tenth Ordo romanus, dating from the ninth century, describes mouth reception of communion not only for the laity but even for the subdeacon. Priests and deacons, after kissing the bishop, should receive the body of Christ from him in their hands, and communicate themselves at the left side of the altar. Subdeacons, however, after kissing the hand of the bishop, receive the body of Christ from him in the mouth.~ The eighth and the ninth centuries were then the 19James Megivern, Concomitance and Communion (Fribourg: 1963), p. 29. ~0 WOOLt.EY, The Bread, p. 21. ~a See K. Bihlmeyer and H. Tiichle, Kirchengeschichte, v. 2 (Pader-born: 1958), p. 120: "In this period [the Middle Ages] in order to avoid irreverences as much as possible, in place of bread to be broken, small wafers ('hostia,' 'oblata') were introduced. For the same reason the holy food was no longer placed in the hand of the faithful but directly into the mouth." m Council of Rouen (Mansi, v. 10, pp. 1199-1200). ~Andrieu, Les Ordines romani du Haut M~yen Age, v. 2 (Lou-vain: 1948) p. 361. ÷ ÷ ÷ Communion VOLUME 2% 1970 675 periods of transition from the hand to the mouth recep-tion of the Eucharist. For a time both methods must have been in use. Once again, we find ourselves in a similar period of transition. The mouth form of recep-tion is still the more common practice but no one can deny that the practice of hand reception is becoming even more common especially among smaller groups and at Masses celebrated for special occasions. From this brief and admittedly sketchy glance at his-tory, it can be readily seen that hand Communion is not really an innovation for .it seems to have been the ordinary manner of reception of the Eucharist for al-most eight hundred years. + ÷ ÷ T. A. Krosnlcki, S.V.D. REVIEW FOR RELIGIOUS EDWARD J. FARRELL Penance: Return of the Heart The theological literature on penance has been en-riched by writers of the stature of Karl Rahner, Bernard H~iring, and Charles Curran; and we have, as a result, an enlarged understanding of its significance for our own day. I do not propose to speak so much of theology as of experiences and to invite you to reflect with me and to think into the mystery of penance. I speak to you as an expert to my fellow experts, as an authority among fellow authorities, because each one of us is an authority on penance. We have long lived it and we cannot have lived so long and celebrated the mystery so frequently without in some way becoming experts, authorities, or at least persons with much experience. Living itself is an experience of penance. One thing is certain; penance is alive, and anything alive changes. One of our deepest hopes is that we cim change, be-cause penance is concerned with change--not the kind of change which we sometimes call spontaneous, which we can so easily speak of in words, but a change in a much deeper level of being and action. The sacrament of penance, or penance itself which we are experiencing today, has an aura of Spring about it. There are certain seasons, certain times, certain patterns to the Christian life even as there were in Christ's life; and we follow those patterns. Christ was buried. He arose. And the truths of Christ will not be unlike Himself. There are forgotten truths in our faith, in our life experiences which have been laid aside and buried. We can become so familiar with particular realities that we forget the language. Even our relationship with Christ can be diminished. But there is always a resur-rection, always a rising. They are like bulbs which lie bur.led and forgotten in winter's chill grip, but still are there, waiting, until, mysteriously, Spring comes and we discover them. There is an expectancy about Spring. ÷ ÷ ÷ i~.dwa~d J. Fartell is a stuff membe~ o~ 8a~ed ~ea~ 8emi-n~ y; 2701 Chicago Boulevard; Detroit; Mi~igan 48206. VOLUME 29, 1970 ÷ 4. l~. ]. Farrel~ REVIEW FOR RELIGIOUS 678 There is an expectancy about penance. It is a new dis-covery for each of us, something which we have not wholly experienced before and it is important that we understand the why of thii. Penance is ancient, yet ever new. There is a "today" even though we have had a "yesterday." There is in us always a newness and an aliveness. When we were young, when we were very small, we saw things in a particular way. Then we grew, grew up, de.veloped in many areas. There is, however, a certain stabilization that takes place; and if our growth did not in some way level out, we would be sixty, eighty, perhaps one hundred feet tall. Imagine the problems of the environment thenl In our early years we thought that when our physical growth had leveled off and stabilized that our growth was finished. Yet it had only begun. When we grew to a certain size perhaps we returned to the school where we once attended kindergarten and the first primary grades. The old neighborhood looked almost quaint. It looked so small because we had grown so large. This physical growth is a true growth; yet it is after we have achieved it that the real growth takes place, the growth of mind and heart and soul, by which we are led into and beyond the senses, into the arts, literature, history, philosophy, and faith. Even in our day of specialization, as one follows ever more deeply his specialization it becomes in some strange, little un-derstood way, narrower and narrower until at a mys-terious moment it opens into a wholly new horizon. At such a moment one is made aware that this universe is too vast for the mind to grasp. It is, then, in this experience that man slowly and painfully becomes little. It is then that he begins to acquire real knowledge, real humility, that he moves toward maturity. I think that we are on the edge of this kind of growth. No longer do we need the pride and arrogance of adolescence. This humility, or perhaps humiliation, has touched all of us. We become aware of an unsureness, the unsureness of maturity; we begin at last to know that we do not know and perhaps will never know all that we so much desire to know. A pro-found transformation, a growth, an evolution now takes place in us. Now we begin to discover truths which we really had never known, yet were there awaiting our discovery, our awakening to their being. We never knew them at all, we never saw them; they were there but we did not see them. We have heard about these ideas, con-cepts, truths, perhaps even talked about them. Now, however, in this new experience we have no word, no thought, no concept, perhaps not even a theology. Now we become much more people of experienced awareness and all must be initialed with our initial and be ours in our unique w~y; otherwise, we belong to no one, nor do the truths belong to us. We begin to know ourselves in a new context of spiritual knowledge. I think this experience is true especially of the mysteries of Christ, the mystery of the Church-~which is essentially mystery--the mystery of penance, the mystery of celi-bacy; and the mystery of human action, the mystery of your act and of my act. When we do something, it is irreversible. We never can step back and undo it. .There is an act which we call a promise and that act nails down the future. It is an absurdity because who can speak for his future; and yet a promise is possible and is perhaps the most significant act a person makes; for we know, even as we make the act, that it is unpredictable; even beyond that, any act has an ano-nymity in its effect. We do not know what effect it will have, how long it will endure, what changes it will create. Humanly speaking, the past, the future, even the present are so much not in our grasp. Yet in all of our acts the mystery of Christ speaks to each one of these realities. He speaks to tile events of the past, reversing what we have done in the act of forgiveness and of penance, in the act of promise in the future which is involved in the penance, the metanoia, the change that we are seeking. The Gospel very simply summarizes Christ's begin-ning: "The time is fulfilled, the kingdom is at hand. Repent, believe in the gospel." How ancient those words are and how new; yet who has heard them? Who has heard them and put them to life? This says something about the mystery of Christ to us and the mystery of His Church which can never be separated from Him. To think of the Church without Christ is to miss the mystery of both. So we move in this deep awareness into the inwardness of Christian mystery, into a knowing, into, finally, a .meaning of penance. And penance, what is it? It is a hunger, a hunger for change; it is a hunger for newness, a hunger for life, for growth; it is a hunger for wholeness and holiness; it is a hunger for experience. Most of all, I think, it is a hunger for being with and to and for. It is a relation-ship that is being sought. It is a togetherness. It is profoundly significant that the command of Christ was: "Repent." Why did He not begin with Eucharist? Is the Eucharist not enough? Was it enough for Christ? He began with: "Repent"; He concluded with Eucha-rist. It is interesting to recall the briefly recorded con-versations of Christ with His Disciples. One day our ÷ ÷ ÷ VOLUME 29, 1970 6'79 ÷ ÷ ÷ ~. ]. Farrell REVIEW FOR RELIGIOUS 680 Lord asked them: "Who do you say I am?" They are always interesting, both the questions of Christ and the commands of Christ, because they are so personal, be-cause they are asked directly of us throughout the whole of our life, and because these are the call He gives to us. He asked: "Who do you say I am?" To answer for the whole group, one volunteered--Peter, and he called back who he was. At the end of our Lord's mission, after the resurrection, He spoke to Peter again but this time He spoke his name: "Simon Peter, do you love me?"--not once, not twice, but three times. By name, He called him out by namel "Simon Peter, do you love me?" and as a consequence of Peter's answer, He gave another command. He said: "Feed, feed my sheep"- strengthen your brethren. Long ago you all made profession and how many times have you made confession since? What is the re-lationship between profession--confession? You cannot find it in the dictionary, but I think there is a very necessary correlation between profession and confes-sion. Peter's profession of faith and Peter's confession of love--this is what penance is all about. Really, sin is a very secondary thing.'Sin is unimportant to Christ. Penance is about a change, a change in our capacity to love. You made your final profession in words and we are all moving toward our final confession. Each one of us has his own history of penance. Just imagine trying to go over your confessions the last year or five years or ten years; imagine forty years of confessions, and how many confessions have yet to be made? Confession: we know the confessions of Jeremiah in the Old Testament, about the mirabilia Dei, the wonder-ful things of God; the confessions of St. Augustine have disappointed many a reader who was looking for true confessions and there is so little there---eating a few pears, an illegitimate child. Really all he is talking about is the first extraordinary discovery and the ongoing discovery of the love of God for him and the power it effected in him. This is why we can speak of his con-fessions. Penance is first of all a confession, a song of praise to God. How unfortunate we are. We so often have said and perhaps still do say: "I cannot find any-thing to confess." Well, even if we did, it would be merely a partial confession because the first thing about penance is to find something, to find the love that one has received, to sing about it, to confess it. Penance is first of all an act of prayer and of worship, of thanks-giving, a recognition, a discovering of the wonderful love of God for us. But that is only part of it because it is only in the strength of this love that there can be sin. If one has not yet tasted or seen or felt something of the love of God, then he cannot sin because sin is cor-relative to love, and there cannot be any sin except in the context of love because sin does not exist except in the non-response to love. Penance is a discovery of what love is and what it is to love. A sister once commented: "In our community there are so many, almost everyone, who are ready to forgive. There is so much forgiveness but there is no one who can confess her need for forgiveness." It is so easy to forgive. Did anyone ever confront you with the words: "I forgive you"? Have you ever been forgiven by another person, a second or third or fourth or twentieth time. The words, "I forgive," do not make any difference. You can come to me and tell me you are sorry and I can say I am sorry, too--about the book you lost or about the car that got dented, but that does not change. You can tell me you are sorry about the way you got angry and what you called me, and I can say, "I forgive you," but what happens when we say that word? Can we forgive? When we say, "I forgive," we are not talking about the action of God, we are not talking about the grace of Christ or the word of the Church; we are saying: "I am trying not to respond to you as you deserve." That is what we ordinarily mean, and implicitly, there is a warning, "Do not let it happen again," because when it does happen again, we remind them: "How many times?" Forgiveness? There are not many of us who are capable of forgiveness. There is no one of us who is capable of forgiveness in the sense that God forgives and Christ forgives, because when Christ forgives, He is not saying He is not going to respond to us as we de-serve but He reaches into us, to the very roots of that which makes us the irascible persons we are. He does something if we let Him, if we are ready to be healed, to be touched, and to be cured. No person can forgive sin. We can empathize with people, we can say we are sorry that they are the miserable creatures they are, but we cannot change them unless we have the capacity to love them with the love of Christ. Otherwise they are untouched by our forgiveness and this is why there is a need and a hunger to be freed from our incapacity to love and not simply to be excused and accepted and remain unchanged. In the great mystery of Christ's death and resurrection it is the sacrament of penance that enables us in some way to get in touch with Him because without getting in touch with Him we cannot do His work. There is a strange misunderstanding in those who feel that the Eucharist is enough, that they can ignore our Lord's call to repent and forget our Lord's suffering and death. It is as if in some way I can forgive myself, can just ÷ ÷ ÷ VOLUME 29, 1970 681 4. 4. E. ]. Farreli REVIEW FOR RELIGIOUS 682 tell Him I am sorry or we can tell one another: "I forgive you, forget about it." In our non-response to love, our inability to love we experience the fact that we cannot heal, that we do not cnre. As someone said, it is not so much that the community or Church' has hurt them, but it has not healed them and that is why they can no longer suffer in this way. It is a partial truth, perhaps, but it is a truth. So often w~ cannot put this need for healing into words but we do expect, we do expect something. Some of our older brethren in Christ are not, I think, too far off in their intuition about the relationship between penance and Eucharist, pen-ance and community; and I think I would say that there is a correlation between the diminishment irl the cele-bration and experience of penance and the diminish-merit in community. The sacrament, the life of penance which is but the life of Christ lived out continually, is the most personal of all the sacraments, the most intense and, therefore, the most difficult. Perhaps it is the last sacrament we are ready for because it demands so much of us; it demands such maturity, it demands such a capacity to suffer, the most terrible kind of suffering, to really learn who we are, and we will do anything to escape that kind of suffering, that kind of anguish. Who of us is really ready to face the living God? There is so much we do in our life to prevent this happening. We talk a good faith, we even have many theologies, b~t who of us really wants to know himself as the Lord knows him? We do not have many temptations. It is the saints who are the primary witnesses to faith, not the theologians who are the primary witnesses--the saints, unlettered, undoctoral but primary witnesses to love. We do not get tempted too often to express our sorrow in the dramatic gesture perhaps of a Mary Magdalen. We do not to6 often weep over our sins, prostrate our-selves before the Eucharist or the Christian community and confess what we are. We have forgotten and per-haps at times we do not even have the capacity any longer because it has been so underexercised. Yet the life of Christ and the reality of man speak out, and we find an extraordinary emergence today from beyond those who are called to give public witness to the mystery of Christ. We find the phenomena of penance and confession and public confession in those "outside." We see it in Alcoholics Anonymous, we see it in Syna-non groups, in sensitivity groups, encounter groups, where the first thing persofis do is to repent, to bare their souls on the guts level and expose who they are. It is an extraordinary experience to experience our poverty and our honesty and in so many ways our nothingness and it gives a kind kind of game can ever give us. It who are or who have been in a there are no games left any more real. We see this, and perhaps l-IS. of freedom which no is something like those mental hospital where and all they can be is it say~ something to The Lord does not accuse us, the Lord does not call to mind our sins: we are the only ones that remember them. The Lord simply asks us again and again: "Do you love me?" Today one is often questioned on the frequency of confession. Should religious go every week to confession?. I think it is very important to see the sacrament of penance in terms of the totality of the Christian life; it is not something that can have its significance only in isolation and only in terms of sin. There was a valid aspect, I think, to the intuition and practice of the Church in encouraging and calling her priests and re-ligious to confession regularly and I am sure it was not so much in terms of their need for absolution from sin but more in terms of confession of the praise of God, and for a deeper understanding of how priests and religious in a special way are the most highly visible embodiment of the Body of Christ. There was an extraordinary article in Time maga-zine in February on environment and I would certainly commend it to your spiritual reading. In this article some experts say that we have so interfered with the ecological system of the world that it is irreversible and human life cannot continue on this planet beyond 200 years. This was just a small portion of the article but it drove home" the reality that the smallest atom has a history, has an effect that goes so far beyond itself that it is almost incalculable what any act of ours can do. I think it speaks so strongly, about the mystery of human community and how we affect one another not only for a moment but have an ongoing effect; and that nothing is really lost. It speaks so strongly to the awareness we must carry within ourselves of the responsibility Christ took upon Himself for the whole world and for the sin and inability and absence of love in so many. It speaks to the fact that to follow Christ's likeness we, too, must be totally concerned with the conversion and transformation of people and where there is not love, to put love. When religious or priests go to confession, they go first of all to recognize that they are sinners and no one of us gets beyond that basic fact--that we are sinners even though saved. The remarkable thing in the testimony and history of the saints is that the more one grows in his experience of the love of Christ, the more ÷ ÷ ÷ Penance VOLUME 29, 1970 ÷ ÷ E. ]. Farrell REVIEW FOR RELIGIOUS 684 he realizes how much this love is absent in himself and he is drawn to the sacrament of penance out of his life experience; not from some external "you ought to" or "you should," but because it becomes more and more a need. There is a hunger for it which cannot be satisfied by anything less except being plunged into this mystery of Christ. St. Catherine of Siena spoke so deeply of this mystery in words that sound strange and rather strong to us-- "Being washed in the blood of Christ." But at the same time, these are words that are deeply Scriptural--Isaian --the Suffering Servant--the mystery of the blood of Christ. We need to be. deeply penetrated with them. We need to be aware that when we go to confession, which is a profession of faith, a confession of love, and a deep experience of a need to be touched by Christ and to be transformed by Him, sgmething takes place even though there is no way of validating it in terms of a pragmatic principle. It does not make a difference. ~¥hy bother? We cannot measure it on the yday to day level just as life cannot be measured on that particular level. There are movements within ourselves that per-haps take a long time before they can make their mani-festation in our nervous system, on the tip of our fingers. When we go to confession we need to be aware that a whole community is involved, not just a par-ticular house but everyone who is in our lives. We can pick up the paper and read about the crime and the violence, especially to the young and the old, and the helpless, the war, and unemployment, and we can read it and so what? It does not seem to enter into the very life that we are living. We are called to be that Suffering Servant and to make up in ourselves what is lacking in others, to in some way experience what Paul experienced. When someone was tempted, he, himself, felt the fire o{ it; when someone was sick, he, himself, experienced it--that deep interpenetration of all these people involved in Christ. So, when one goes to the sacrament of penance, it is for one's own sins-- the incapacity, the inability to love, missing the mark so often, but it is also in terms of the sins of others. Christ's whole life was this life of penance. Religious living is and has to be a following in this life of penance, this ongoing change, this ongoing conversion. One of the problems of frequent confession is the confessor. I think we are all caught .in this together. Our theology is usually behind our experience, and there are many priests who have had great difficulty in finding confessors themselves. I do not think there is more than one in thirty priests who has a confessor, has a spiritual director; and there has been a great impoverishment because we have not recognized nor developed this charism. I do think there is a special apostolate that the Christian and especially the relig

Issue 16.3 of the Review for Religious, 1957. ; A. M. D. G. Review for Religious MAY 15, 1957 Father Charles Nerinckx . Sister M. Matilda Current Spiritual Writing . Thomas G. O'Callaghan Apostates and Fugitives . Joseph I:. Gallen Roman Documents . R. I:. Smith Book Reviews Questions and Answers Summer Institutes Communications~ VOLUME 16 NUMBER 3 RI::VI I::W FOR RI LIGIOUS VOLUME 16 MAY, 1957 Nu~BER 3 CONTENTS FATHER CHARLES NERINCKX--Sister M. Matilda, S.L . 129 SUMMER INSTITUTES . 142 CURRENT SPIRITUAL WRITING-- Thomas G. O'CaIlaghan, S.J . 143 DELAYED VOCATIONS . 154 GUIDANCE FOR RELIGIOUS . 154 APOSTATES AND FUGITIVES~Joseph F. Gallen, S.J . 155 PRAYER OF POPE PIUS XII FOR RELIGIOUS VOCATIONS. 165 SURVEY OF ROMAN DOCUMENTS--R. F. Smith, S.J . 166 OUR CONTRIBUTORS . 175 COMMUNICATIONS . 176 BOOK REVIEWS AND ANNOUNCEMENTS~ Editor: Bernard A. Hausmann, S.J. West Baden College West Baden Springs, Indiana. i . 180 QUESTIONS AND ANSWERS~- 13. Initiation of Principle of Adaptation . 188 14. Credo in Mass . 188 15. Bowing at Distribution of Communion . 189 16. Principles of Adaptation of Prayer . 189 17. Candidates of Inferior Intellectual Ability . 191 18. Special Ordinary Confessor of a Teaching Brother . 192 REVIEW FOR RELIGIOUS, May, t957. Vol. 16, No. 3. Published bi-monthly by The Queen's Work, 3115 South Grand Blvd., St. Louis 18, Mo. Edited by the Jesuit Fathers of St. Mary's College, St. Marys, Kansas, with ecclesi-astical approval. Second class mail privilege authorized at St. Louis, Mo. Editorial Board: Augustine G. Ellard, S.J.; Gerald Kelly, S.J., Henry Willmering, S.J. Literary Editor: Robert F. Weiss, S.J. Copyright, 1957, by The Queen's Work. Subscription price in U.S.A. and Canada: 3 dollars a year; 50 cents a copy. Printed in U.S.A. Please send all renewals and new subscriptions to: Review for Religious, 3115 South Grand Boulevard, St. Louis 18, Missouri. The story of the founder of the Lorettines F :her.Ch rles Nerinckx Sist:er M. Mat:ilda, S.L. T HOUGH the mills of God grind slowly, yet they grind exceeding small." Sometimes we see results, more often we do not. In the life of Reverend Charles Nerinckx and the story of the founding of the Congregation of the Sisters of Loretto, we see much that is tangibJe; yet there is much that is still intangible. The French Revolution was God's smithy in which Nerinckx's character and missionary vocation were forged and welded; ~the American Revolution and the adjust-ment period that followed saw the birth of Mary Rhodes and the other young women whose youth must h~ive been spent amid the problems of a young country in its new-found freedom. These lives, trained in stress and turmoil, an ocean apart, were being prepared slowly but effectively to converge in a work that has carried on through the years. Charles Nerinckx was born October 2, 1761, in the province of Brabant, Belgium, the oldest of seven brothers arid seven sisters born to Sebastian Nerinckx and Petronilla Langhendries, The father was a skillful physician, a Christian of strong and practical faith too infrequently found among the medical men of Europe of that day; the mother, a woman of solid piety and sturdy common sense. With a view to enlarging his medical practice and securing greater educational advantages for his children, Dr. Nerinckx early moved to Ninove, province of East Flanders. Here it was that Charles, at the age of six, began his primary studies. Having completed his elementary education in the local schools, Charles was sent successively to Enghien, Gheel, and the Catholic Uni-versity of. Louvain. Then, having decided to study for the secu-lar priesthood, he entered the seminary at Mechlin and was there 129 SISTER M. MATILDA Review for Religious ordained in 1785.' The following year he was appointed vicar of the metropolitan parish of St. Rumoldus, Mechlin, over which Prince John Henry Cardinal de Frankenberghe presided as arch-bishop. Father Nerinckx filled this important post for eight years with such zeal as to attract the admiring notice of the Cardinal Archbishop. So, when the parish of Everberg-Meer-beke, midway between Mechlin and Brussels, became vacant at "the death of the aged incumbent, M. Nerinckx was appointed to fill it by the general sut~rage of a board ot~ examiners, who, after the searching examination, o'r concursus, recommended by the Holy Council of Trent for such cases, unanimously awarded him the palm over all other candidates." Father Nerinckx was then thirty-three years of age. The greatest problem encountered in the new assignment was the obstinate apathy of the people towards their religious duties. Beginning with the children, winning their love and obedience, he soon won their parents and elders. Within three years such a profound change had been wrought that the mighty wave of irreligion attendant on the victorious armies of the French revolutionists failed to engulf his parishioners. Leaders of the opposition were naturally enraged. They succeeded in having him proscribed because he refused to take the oath de-manded by the government, an oath at variance with his con-science. Thus forced into hiding, he attended his parish only in secret; finally even this became too dangerous. Disguised as a peasant, Father Nerinckx went to Dendermonde where his aunt, Mother Constantia, was the superior of the Hospital of St. Blase. For months he lived in the attic of the hospital, never stirring abroad in daylight but ministering by night to the sick, to the dying, even to condemned prisoners, and caring for the spir: itual welfare of the sisters who had been deprived of their chap. lain by the same enmity that had made their guest a fugitive. Thus by night he did God's work for others; by day he prayed, medita~ted, planned, studied, wrote, and slept a little. For four years he evaded informers and acted secretly as chaplain of the 130 May, 1957 FATHER CHARLES NERINCKX hospital, yet his priestly zeal urged actioni free and untrammeldd action, impossible in his native land under existing conditionS. To save souls was his consuming desire; the western world, where the harvest was great and the laborers few, called him. He would go t.here. Father Nerinckx volunteered' for the American missions. On his arrival at Baltimore in the fall of 1804, he was appointed by Bishop John Carroll to the Kentucky sedtion of his vast dio-cese of Baltimore whicli embraced the whole of the United States. No'record is left us'~of what the word "Kentucky" meant to the Belgian exile on receiving this appointment. Generous in his ignorance of what life on the American frontier meant for a missionary, "it never was regretted when knowledge, the fullest and the bitterest, was his measure." After a few.months at G~orgetown, where he diligently studied the English language, he set out for Kentu.cl~y .with a colony of Trappist monks bound for the same region. Finding theil mode of travel too slow for h~is ardent zeal he pushed ahead alone and arrived on July 18, 1805, at St. Stephen's Farm, sixty miles south of Louisville. He went immediately to work aiding Reverend Stephen Theodore Badin, then the only priest in the state of Kentucky. At first-Father Nerinckx rode the cir-cuits of the missions nearer the priests'-headquarters, St. Steph-en's Farm, now Loretto Motherhouse; liter, he attended those farther away until, as he learned the country, he took the most remote. For the first seven years he shared the humble cabin, coarse fare, and weary journeys of Father Badin at St. Stephen's; after-wards he took up his residence chiefly at the log church of St. Charles on Hardin Creek, to which church he had added a room for himself. But he was seldom at home; he lived in his scaitered missions and passed long hours in the saddle. He then had charge of six large congregations,.besides a much greater number of mission stations scattered over the whole extent of Kentucky. SISTER M. MATILDA Review for Religious To visit all his churches and stations generally required the space of at least six weeks. When the two priests were together, they often discussed the advisab!lity of a diocese with headquarters nearer than Baltimore. Father Badin had urged it before Father Nerinckx arrived; and the latter, after a very short time in Kentucky, added his urging to that of his companion. When the diocese was created in 1808 and Bardstown named as the see city, the two priests set to work to prepare, for the arrival of Bishop Flaget by building near their own a log cabin for him where the formal installation took place. As in Europe Father Nerinckx had used the children to win the people back to God, so in Kentucky he used the same tactics to preserve and to spread the Faith. He loved these little Kentucky children; their simplicity, guilelessness, innocence drew him to them. But he well "knew youthful minds required more than an occasional lesson in the truths of religion if the Faith was to be preserved. Too, he knew education would eventually come to the Kentucky frontier; and, when it came, it would be education without religion. How could he safeguard the Faith of these little ones? Within a year after his arrival he wrote to his parents that he intended to establish a sisterhood to help him in the work. His first effort was a failure, and in his humility he shouldered the blame as being too unworthy of such an undertaking and urged Father Badin to take over the foundation. Accordingly a convent was begun and speedily completed. It stood about a mile and a half from St. Stephen's. Several young women applied to be the first religious. But God's mill does not grind so fast. He had chosen other souls for this work, and until His time came and His chosen ones were fully prepared the work would not begin.- A bolt of lightning set fire to the building before it could be occupied, leaving, only two blackened chimneys--prophetic symbols to Father Nerinckx of future SUCCESS. Father Badin, crushed as-was Father Nerinckx with disap-pointment at the failure of this cherished project, turned to the 132 May, 1957 FATHER CHARLES NERINCKX more distant missions, leaying the nearer congregations to his co-laborer. For four years Father Nerinckx labored and prayed and hoped. God's time had not yet come; he must wait. Riding the circuit of the nearer missions gave him opportunity to study the whole situation; and his convictions became stronger that a sisterhood would arise, a sisterhood as American as the American pioneer women who would build it. This time the initiative came, not from the priests, but from a member of the St. Charles Cong. regation, a Miss Mary Rhodes who was visiting her brother and sister, earlier immigrants to .Kentucky. Mary Rhodes was born in Washington, Maryland, now the District of Columbia. She had received a convent edu-cation, presumably with the Pious Ladies who had established themselves at Georgetown in 1799 and adopted the Visitandine Rule in 1816. The Rhodes sisters were young ladies of culture and refinement, so it is easy to understand how concerned Mary Rhodes was to see her nieces growing up with few intellectual advantages and no mental ambitions beyond those which their hard-working father and mother could give them. What she could do to help them she did, by teaching them daily. Neigh-bors heard of the instruction that the little Rhodes children were receiving and asked for the same advantages for their daughters; Mary Rhodes's generous heart could not refuse what was in her power to give. She laid her project before Father Nerinckx, sought his approval to give religious instruction and the rudiments of elementary education to the girls who might come, and asked his blessing. Obtaining these, she set about converting a long-uninhabited log cabin into a school. The school prospered beyond the most sanguine expectations of pastor and teacher. The increased number of pupils induced Father Nerinckx to look for an assistant to help Miss Rhodes; this he found in Miss Christina Stuart, a pious young lady of the neigh-l~ orhood who eagerly accepted the invitation. Both young women lived for a time at the Rhodes's home; but, finding the house too' much frequented by worldly company, for ~vhich neither 133 S~ISTER M. MATILDA Review for Religious h:id any great inclination, they fitted up a .second log cabin ~adjoining the school and equally dilapidated and there took up their abode where they could pursue undisturbed their studies and the development of their spiritual life. For their livelihood they trusted, solely in, Divine Providence. Till now, we are told, they had not thought of the religious life; but, with the coming of Miss Nancy Havern,to share their happiness, their labors and privations, such a desire was born. The~e is no record of which soul first conceived the idea of becoming a religious; very like~ly it was Mary Rhodes, as she had been with the sisters at Georgetown; and at least 'she knew some-thing about sisters. Again Father Nerinckx was consulted. Happy as he was at finding such piety and generosity, he prudently in-structed them on the obligations of religious life and the obstacles they might meet under pioneer conditions. But they were not fearful; their trust in Providence was modeled on that of their adviser and spiritual father; and they begged him to give them some rules to live by. He wrote down a few simple rules for the three aspirants, gave them his blessing and encouragement. As soon as possible Father Nerinckx laid the whole affair before the loca! ordinary, Bishop Flaget, "who gave the undertaking his warmest approval and placed it under the care of Father Nerinckx." Father Nerinckx had said that hardships, disappointments, poverty, toi!, death would be their portion through the years; but with trust in Divine Providence and confidence in the watch-ful direction of their pastor they persevered. They increased in numbers and spread to other localities and states until at the present time, 1957, the Sisters of Loretto have 70 houses' in the United States. They staff 106 schools counti'ng grade and high schools separately. These are: 2 senior colleges, 1 junior college~ 21 senior high schools, 1 junior high school, 80 grade schools, and 1 pre-school. They teach in Alabama, Arizona., California, Colorado, Illinois, Kentucky, Missouri, New Mexico, Texas; Virginia, and Wyoming. In 1923 and 1933 they opened houses 134 May, 1957 FATHER CHARLES NERINCKX in China which flourished until the sisters were expelled by" the Communists in 1949. In founding the Institute of the Sisters of Loretto, Father Nerinckx called into service his rich knowledge of' canon law and church history, especially the history of the religious orders of the Church, to which he added a wealth of personal experience and his acquaintance and appreciation'of the rugged American spirit of independence, initiative, and adaptability. The French Revolution had not made him fearful, but it had made him cautious. Therefore, after a three-year trial period of his simple rule based on that of St. Augustine, he journeyed to Rome and submitted it to the highest ecclesiastical, authorities. He petitioned that the young Institute be placed .directly under pontifical juris-diction. This petition was granted; the Institute of the Sisters of Loretto became an exempt order.~in the third year of its existence. The spirit of the Society was determined from its inception. It is the same today. It is succinctly expressed in the words love and sacrifice. In more detail is the following summation from the first printed Holy Rule: The Sisters of Loretto are to impress most deeply upon their minds that the sacred obligation ot: the vows they pronounce are voluntarily as-sumed and must be meticulously fulfilled; silence hnd recollection must be cherished to stimulate an ever more intimate union with the Suffering Jesus and His Sorrowful Mother at the Cross; hardships and labor must be welcomed and embraced, not only as a way of livelihood, but as well. deserved penance for sin and mortification for atonement; and, finally, a great desire and a consistent effort to see religion and morals improve by a pious education of youth. The object, therefore, of the Congrega-tior~ is. twofold: the sanctification of its members, and the education of youth. While Father Nerinckx was busy with the establishment of the sisterhood, he did not neglect his othe~ duties or the organiza-tions he had started in his various parishes and stations for stim-ulating the spiritual welfare of his people. In 1806 at his church of Holy Mary on the Rolling Fork, he established a~ Confrater,nity of the Ros~ary, a children's Rosary Sodality called "Lilietum," a Confraternity of the Scapular; and, in 1809 in St.' Charles 135 SISTER M. MATILDA Review for Religious Church, he founded the first Holy Name Society in thee United States. Records of these organizations are still extant. It is interesting to note that there were 1,100 names on his Rosary roster; more than 600 on his Lilietum or children's Rosary Sodality list; 971 on his Scapular Society record; and 259 on his Holy Name Society register, every name. carefully written in his own hand. That Father Nerinckx was blessed with remarkable and dis-criminating foresight is shown by his efforts in behalf of the colored race in beginning a Negro oblate sisterhood in connec-tion with the Sisters of Loretto. Father Nerinckx was the product of the best European civilization, and he naturally found the conditions of slavery most repellent to his Christian principles. This is disclosed by his paternal solicitude for the wretched lot of the colored man in the United States. Whether by foresight, or by study of the American type of freedom and justice, he must have been convinced that the emancipation of the Negro would Come sooner or later in the young republic for he bent his efforts to .prepare for that crucial time of transition from slavery to freedom. To Christianize and educate these erstwhile slaves and to lead them to the right enjoyment of freedom, Father Nerinckx felt that the best means would be a sisterhood of their own race trained for this arduous work. Conviction for Father Nerinckx meant action, and he set to work. He arranged for the Sisters of Loretto to admit several colored girls into their school. It is on record that some of these became aspirants or postulants in May, 1824; but, after the death~of Father Nerinckx the following August, we hear no more of these young women. Whatever records of subsequent decisions in their regard that may have been kept were lost in the disastrous fire that laid the Motherhouse in ashes in 1858. Dr. J. A. Burns, C.S.C,, in his able work, The Catholic School System in the United States, says that this project of Father Nerinckx's, the Negro sisterho'od, "is in itself sufficient to stamp him'as a man whose educational ideas ran far ahead of his time." 136 May, 1957 FATHER CHARLES NERINCKX Bishop Flaget, greatly~, pleased with ,the success bf the Sisters of Loretto in their educational work for girls, Wished to provide the same opportunities for boys., He asked Father Nerinckx to establish a similar society for young'men, the object of which would be the education of orphan boys and boys of the middle class, "whose poverty so often" prevents the"Church and state from being benefitted by their talents." Father Nerin~kx's mind seems to have been running ~ilong the same lines, for he very readily acquiesced to his superior's request and set to 'work at once. With money collected from his own congreg~ltions and three thousand dollars collected by the sisters, the good missibnary purchased a farm which he named Mt.Mary. The loss of the main building and four smaller ones by fire .early in 1819 blighted the .prospects for the time being .and caused Father Nerinckx to underake a second voyage to Europe to appeal to his countrymen for funds and possible vocations. He returned in 1821 accompanied by several, fine young men, toost of whom joined the Jesuits, among them the renowned Fathers Peter J. de Smet and J. F. Van Assche. On!y three came to Kentucky aS aspirants for the brothei'hood, and one of these died very'shortly after his arrival. During Father Nerinckx's pro. tracted stay in Europe, Reverend William Byrne, who had been appointed to attend Holy Mary's and St. Charles's congregations, had opened a.boys' college on the property .Father Nerinckx had bought. He was decidedly averse, on the return of the older priest, to yielding possession, so Father Nerinckx had re-course to the 'bishop. Of this~ interview .Father Howlett writes, "Father Nerinckx expostulated with Bishop Flaget. over the changed destiny of the farm; but the bishop did not care to dis-lodge Father Byrne, who had begun with his sanction," Rather than give occasion, for scandal~ the weary traveler in humble sub. mission to authority diopped, the matter. Eventually, lacking encouragement, 'funds," and property, he gave up his cherished plans for a brotherhood. 137 SISTER M. MATILDA Review ]or Religious Father Nerinckx was always a student. In his four years of forced seclusion at the hospital in [Dendermonde he must have spent much time in close application, for his manuscripts of this period, if printed, would form eight or ten octavo volumes. They were in Latin, a language in which he excelled. Much that he wrote then and afterwards has been lost, but ~omething still remains in the convent at Dendermonde, and some manuscript volumes" on pastoral theology and kindred subjects may be found in the parish library at Meerbeke. "These show the depth of his trained mind, filled with an elaborate store of Scripture, the Fathers, the history of the Church, and sound theological prin-ciples~" 'Shortly after his death an act of vandalism destroyed all his b~,oks and writings except his little Treatise on Mission-arz'es and an exposition of the Reign of Satan, edited by a Dominican Father from notes left by the Belgian priest. These and his beautiful letters to Bishop Carroll prove he was a master of Latin compositibn. His original Rule, written in English, fbr the Sisters .of Loretto and his hand-penned catechism written in Flemish are' treasured at their motherhouse: Father Nerinckx in his nineteen years on the Kentucky missions built rio fewer than fourteen churches. Some o~ these he literally built with his own hands; in fact, he e~pended some manlaal labor on all Of them. They were mostly of logs; the last on the list was of brick and is still in a good statd o'f preserva-tion. The fourteen follow: H61y Mdry, Calvary, 1805i St. Cl'iarles, 1806; St. Clara's, 1808; St. Bernard's, Casey Creek, 1810; St.' Romoldus (now St. Romuald), Hardinsburg, Breck-enridge C6unty, 1810-1816; St. Paul's, Grayson County, "181.1; St, Augustine's,' Grayson Springs, (~rayson County, 1811; St. John.'s,'Rude's Creek, Hardin County, 1812;' St. John Baptist, Bullitt' County, 1812; St. Anthony's, Long Lick,. Breckenridgh County,i: 1812; St. Benedict's~ Spencer. ¯ Cdunty," 1'815; St. Augusfine's; Lebanon," 1817, finished b)~ Father Deparcq in i820; St. Vincent's,: New Hope, 1819; Holy Cross,.1823. This last is still used as a parish church. ., ~. May, 1957 FATHER CHARLES NERINCKX This zealous Belgian priest loved the house of God." Log churches of necessity h~d tO be plain, their furnishings in k~eep.- ing with the poverty of the faithful; but the pastqr so. ught the very best for the altar, especially for the tabernacle where the Bl~ssed Sacrament was to dwell. Everything connected with the Holy .Mysteries fired his devotion. Unless on a long journey or gravely ill never did he miss offering the Holy Sacrifice. On each of his journeys to Euro.pe, the first, in the interests of the sisterhood, the second, in that of the intended brotherhood', Father Nerinckx accumulated and brought to Kentucky church furnishings, paintings, sacred vessels, etc., estimated at over fifteen thousand dollars. Thus were the humble log churches enriched for divine services. He kept nothing for himself so that it was said at his death that his only legacy to the Lorettines was an unbounded confidence in Divine Providence and a very deep devotion to the Suffering Jesus and the Sorrowful Mary, devotions he instilled into them from the very beginning of the Institute. Having begun the study of English when he was past forty years of a, ge, Father Nerinckx never became versatile in its use. Hence, though learned and of solid judgment, he could never be credited with brilliancy of speech or writing in English. His discourses were plain, mattei'-of-fact instructions, couched in broken English with no ornamental figures, to enhance them. Were it not for his earnestness and sincerity and the spiritual impact of his words, he probably would have been considered a tiresome and disagreeable speaker. He sought not for elo-quence, but only that he might carry God's message to souls; and this he did in his humble, simple speech. Archbishop Martin John Spalding writes of this Kentucky missionary: M. Nerinckx," though kind and polite to all, wasorather austere in his manners, as well as rigid in his discipline. He WaS, however, always 'much mord rigid with himself, than with others. He never lost a mo-ment. He. knew well ~hat a priest who does his duty has little time to spare for idle conversation. Wherever good was to be done, or a 139 SISTER M. MATILDA Review for Religious soul to be saved', there he was. found, by day or by night, in rain or in sunshine, in winter or in summer. When not actually engaged in the ministry, he was always found at home, employed in prayer or in study. Reverend William J. Howlett, author of Life of Req;erend Charles Arerittckx, says: In matters of faith, religion, and moral practices he was stern, and made no compromise with sin and its dangers. Cursing, drinking, horse-racing and dancing were either sinful or productive of sin, and he op-posed them rigorously . If in his preaching he showed no mercy to sin, in the confessional he had the heart of a father for his sinful chil. dren, and in all his missions his heaviest work was in the confessional, which Bishop Spalding says, 'was usually thronged by penitents, from early dawn until midday, all of whom, without one exception, were deeply attached to him.' Nor do we hear that he was in the habit of refusing absolution to any greater extent than a prudent confessor does today.'. Duty was a great thing wi~h him, and when duty called him he brought into action those great powers of mind and soul which he so modestly disclaimed. These characteristics, while they made him diffident" ot himself, gave him a wonderful estimate of the faith and practices of the Church, and a dread of evel-ything that sezmed to him to be a departure from.her teachings or a relaxation in her time-honored discipline. He could never become a heretic, for he held too firmly to what he had been taught; he never could become a schismatic, for authority was to him the most sacred thing in the world after his faith; he never could become a sinner, for the shadow of sin was a nightmai.e ~o him. These three things, with his great desire for the honor of God and the salvation of his own and his neighbors' souls, will be seen to have beenthe guiding motiv'es of his life. In a letter to Bishop England, Bishop Flaget wrote of Father Nerinckx" thus: "His love for retirement wa~ such, tl~at" h~. n~ever ~aid a visit of mere Ceremony. Indeed, hi never vis-i~ edl except when the good of his neighbor or the duty of his ministry made it obligatory to do so . Praye~ appeared to be hi~ grea'tes't, and only solace, in the 'midst of his contifiual labors." And this tribute was from.his bishop. The subject of this sket'ch was a man of action as can be seerl "fro~ the variety of his 'undertakings. There remains one point still to be mentioned,, his interest in the civilizing and Christianizing .6f the Indians. ' When ~difficulties arose in Kentuck~y, Father Neririckx felt that pi~rhaps, they i:ould be effectively and. charitably settled by 140. May, 1957 FATHER CHARLES NERINCKX his withdrawal for atime., He was grieved to see unwarranted changes made in the rule of the Sisters of Loretto and in their schools, and he felt greater changes were still to come. If the changes came from Rome he would gladly accept--but how would Rome know the exact state of affairs? His own methods were cast aside for untried ones. Just what the deciding factor was that sent him a second time into exile, this time to Missouri, he never made known; but to Missouri he went. He performed the visitation of the Loretto house in Perry County, then trav-eled to St. Louis to meet and confer with the commissioner of Indian affairs to arrange for some Indian girls to be enrolled with the sisters at Bethlehem, the Perry County foundation.On his return journey to Bethlehem he detoured to minister to a settlement of some ten families who had not seen a priest for two years. After this last act of charity he was taken ill; he died at St. Genevieve, Missouri, on August 12, 1824. He was buried on the 14th in the sisters' cemetery at Bethlehem convent, Bishop Rosati being present and giving the final absolution. Bishop Rosati is r.eported to have said that he consideredFather Nerinckx's remains ~he most priceless treasure of his diocesel Be that as it .may, he refused Bishop Flage~'s and Father Chabrat's petitions 'for the removal of the remains~ yielding only io the diplomacy of the mother superior of Loretto. The re-enterment at Loretto Motherhouse took place in December~ 1833." : Father Nerinckx's major concrete contributions to the up-building of the Church in K.~ntucky were: the administdrin.g of the sacraments td the faithful.throughout' the" region,-th~ build[ ing of houses of worship, the organizing of districts into parishes, th'e c611ecting and. transportation of.,tho,us.ands'6f dollars~ worth of. church supplies and furnishings which he distributed to poor and needy .churches, two journeys to Europe in the interests of the Church' arid the. sist'e'rhbod which h~. h°ad fotinded in Cdn-~ junction with 'Miss Mary Rhodes and.companioris--the Congre-gation of the Sisters of Loretto, the first purely American sister-hood devoted to education founded and continuing without 1.41 SISTER M. MATILDA foreign affiliation. These, directly or indirectly, can be seen. But 0nly' the"angels of God have recorded his prayers, longings, and aspirations and measured his mental and physical sufferings, the dangers he encountered in traversing the wilderness, his penances and mortifications, his dominant virtue of humility, the frustra-tion of his desire to lead the contemplative life. Instances of some of these could be given, but the full import of them is not ours to record. His spirit lives on not alone in the religious congregation of Loretto, but in the faith of the Catholics of Kentucky, a staunch, vibrant, active Catholicity the seeds of which were planted in pioneer days by the saintly. Belgian exile, Rev-erend Charles Nerinckx. SUMMER INSTITUTES The tenth annual Theological Institute for Sisters will be con-ducted under the auspices of St. Xavier College in cooperation with the Dominican Fathers of the Province of St. Albert the Great June 24 to August 2, 1957. The double purpose of the institute is: to contribute to the spiritual development of sisters and to strengthen the preparation of religious who are teachers of religion. The basic curriculum is open to sisters without a bachelor's degree. An advanced program, for those who have completed the basic course, leads to a master's degree from the Dominican House of Studies, River Forest. For a listing of courses write to: St. Xavier College, 103rd and Central Park Avenue, Chicago 43, Illinois. In keeping with ancient Benedictine traditions and the spirit of the modern liturgical revival, St. John's Abbey, internationally known litur-gical and educational center where students may join with the monastic choir 'in chanting the divine office and may take part in solemn liturgical ceremonies, is conducting summer courses in liturgy and Gregorian chant. These courses, supl~lemented with opportunities for study of modern church music hs well as applied music in voice and organ, are designed to assist choir directors and organists in carrying out the in-structions on church music by the present Holy Father a.nd by St. Plus X. For further information write to: Dora Gunther, O.S.B., St. John!s University, Collegeville, Minnesota. (Continued on Page 175) 142 Current: Spiritual W'rit:ing Thomas ~, O'C~lhghan [Most of the readers of RE~tlE\V FOR RELIGIOUS have not the opportunity of keeping up with the numerous articles which are being written on various points of spiritual theology. It is with the intention of trying to supply for this need that we hope to publish about every six months a survey of current periodical literature. This survey will take the form mostly of quotations from, and synopses of, some of the more interesting articles which have appeared recently. For the most par~ the survey will confine itself to English language periodicals.--The Editors.] general. God Within Q. What is your ideal of sanctity? A. To live by love. Q. What is the quickest way to reach it? A. To become ~ery small, to give oneself wholly and irrevocably. Q. Who is your favorite saint? A. The Beloved Disciple, who rested on the heart of his Maste~. Q. What point of the Rule do you like best? A. Silence. Q. What is the dominant trait in your character? A. Sensitivity. What is your favorite virtue? A. Purity. What fault of character do you dislike most? A. Egoism in Q. Give a definition of prayer. A. A union of her who is not with Him who is. Q. What is your favorite book? A. Tire Soul o.f Gkris/. In it I learn all the secrets of the Father who is in heaven. Q. Have you a great longing for heaven? A. I sometimes feel homesick for heaven, but, except for the vision, I possess it in the depths of my soul. Q. What is your motto? A. 'God in me and I in Him.'~ The young Carmelite who filled out this questionnaire in the first week of her postulancy died ~fifty years ago, at ~the age of twenty-six, after just fi.ve years of~ religious life. Her~ name~ was Elizabeth Catez, but she is known today more dommonly as Sister Elizabeth of the Trinity, or Elizabeth"0f Dijon. TO this young and holy Carmelite ig dedicated the .September, 1956, issue of Spiritual Life, the,gery~ fine Catholic quarterly,,published by the Discalced Carrrielite Fathers. ~This questionnaire is quoted'by Fathbr Denis of the Holy Family, O.C.D. in "A Sketch of the Life of Sister Elizabeth of the Trinity," S,~iritual Life, II (1956), 149-150. THOMAS G. 0'CALLAGHAN Review for Religious In "A Sketch of the Life of Sister Elizabeth of the Trinity," the article from which we have taken the above-quoted ques-tionnaire, Father Denis of the Holy Family, O.C.D., gives a fine introduction to the life and doctrine of Sister Elizabeth. A fuller and more theological treatment of her spiritual doctrine he leaves to two other articles, published in the same issue, by E. I. Watkin and Father Gabriel of St. Mary Magdalen, O.C.D. Father Gabriel says of Sister Elizabeth that "she succeeded in con-structing a lucid synthesis of the spiritual life, corhbining . . . [an] intimate life with the Trinity and progressive assimilation to Christ" (p. 174). In fact, we might say that his entire article, "The Indwelling in Sister Elizabeth of the Trinity," is a develop-ment of that proposition. Those who center their spiritual life on the divine indwelling and who desire to live united to God-within will find in this issue of Spiritual Life some fine, spiritually nourishing matter. They will also understand why Sister Elizabeth, who "found he'aven on earth, since heaven is God, and God is in my soul," is rapidly becoming a favorite among contemplative souls. It might also be added here that Elizabeth's "Prayer of a Praise of Glory to the Trinity" (p. 165). contains exce~llent subject matter for mental, prayer. The Saints St. John, recalling his vision of the blessed, wrote: "I saw a great multitude [of the' blessed in heaven] which no man could number . . ." (Apoc, 7:9). In apparent contradiction to these ~vords there appeared in the American Ecclesiastical Review an excellent and. scholarly article, written by Father John F. Bro-derick, s.J., entitled "A Census of the Saints (993-1955).'" How many saints are there? No definitive list has ever been compiled, although biographical dictionaries exist which run to several thousand names; one for Ireland alone claims three -~ Vol. CXXXV (1956), 87-115. 144 May, 1957. SPIRITUAL WRITINGS thousand. Most of these dwelt in the ancient or medieval periods. But before being able to determine the number of saints, ¯ one would first have to clarify the meaning of the word saint, and then establish what authority has the right to recognize sainthood. For up to and even beyond the year 1000 A.D. the power to designate sainthood was not rest6cted to the Holy See, as is now the case, but was left to local ecclesiastical authorities. When this process later found papal approval, explicit or tacit, it became known as equivalent canonization. But by no means all the early saints have won Roman approval; some lack official approbation of any kind. Their title has come by way of popu-lar devotion on the part of the faithful, or is due to the careless-ness or mistakes of those who put together early martyrologies, etc. Hagiography abounds in problems of this kind. The present article, however, restricts itself to those saints solemnly canonized by the popes, the form of canonization with which we are nowadays familiar. A very carefully worked-out chart, the product of considerable research, forms the heart of the article. It enumerates in chronological order--according to the date of death--all formally canonized saints from the time of the first canonization in 993 up to the present. Also noted are: the liturgical classification of each saint, age at death, year of c~inonization, vocational status (laity, secular clergy, religious), principal occupation, and land of birth. The data therein contained are analyzed in the final section of the article and many interesting points are indicated. Canon-ized saints are discovered to ~otal two hundred and eighty-three, Male saints number two hundred and twenty-seven, female fifty-six. Martyrs total sixty-nine. At death ages ranged from eleven to over one hundred. Wide variations can be detected between the date of death and canonization, the periods varying from a few months to six centuries. Well over one half of the canoniza-tions have been delayed two centuries or more, a factor which 145 THOMAS G. O'(~ALLAGHAN Review ]or Religious must be kept in mind in discussing the failure of North America to produce native saints. The laity has produced about one sixth of the saints; the secular clergy, slightly less; religious, the rest. At least thirty-five saints have been married. Of canonized religious about one fifth were women, almost equally divided between contem-platives and active institutes. In external occupations the widest range is visible, from the lowly housekeeper or farm laborer to the emperor and empress. A surprisingly high number, about forty percent, were engaged in governing as civil or ecclesiastical superiors. Founders and foundresses of religious institutes, very prominent in recent can-onizations, total sixty-six saints. More than one half ~he saints have come from the upper class in society; the rest are about equally divided between the" middle class and the numerically vast lower class. Latin coun-tries account for two thirds of the saints, especially Italy with ninety-five and France with fifty-five. Three saints have been born in the Western Hemisphere, but seventeen have labored there. The current trend is toward more frequent canonizations. In the 632 years between the first formal canonization and 1625, when Urban VIII established the modern regulations, the aver-age was fourteen per century; since then it has risen to sixty. Father Broderick, s.J., made mention of the different social classes of the saints. Another article has appeared recently which throws some light on this subject. Those familiar with second nocturns are well acquainted with parenlibus who were either nobilibus or honestis or pauperibus. But they may not be sure of the precise meaning of these terms. Father Bull0ugh, O.P., writing primarily about Dominican saints in "'Class Dis-tin~ tion Among the Saints," an article which appeared in the August, 1956, issue of Life of the Spirit, helps to clarify the ma, tter. He suggests that these three words designate three 146 May, 19,67" SPIRITUAL WRITINGS distinct social classes and that these social classes in turn. were largely based, at least originally, on occupations. The nobiles were those who had money and property andwere employers; the honesti were merchants or artisans, mostly self~employed, who made a living at thei~r~ own particular work or trade; the pauperes were wage earners, obtaining their money by working for some-one else. (If that is so, it is going to be difficult to find any saints who were born, as the pleasantry has it, of paltperibus sed honestis parentibus.) ~. Liturgy in School Under the 'title, "Toward a Living Parish," Mongignor Martin B. Hellriegel frequently contributes to Worship a serids of' practical suggestions for increasing the li~ur'gical life pa~:ish. His excellent suggdstions, however, need not be limited to the parish ch'urch. Man~, of them could--by a little imagina-tive adaptation--prove most hi.-lpful to Catholic school teachers; even college professors. At times teachers would like to make a few interesting remarks to their classes about some liturgical feast which the Church is celebrating, or they may be looking for ideas as to how the students might celebrate in their school some of the more important feasts. Very often they will find in Monsignor Hellriegel's articles exactly what they are looking for. For example, in the October, 1956, issue of Worship he comments on some of the feasts which occur during that month. He opens the article with some reflections on the feast of the Guardian Angels, offering fine matter which could be used for a talk of three or four minutes to Catholic students. Then he makes some practical points about the way that this feast could be celebrated in the parish. One or two of these points could easily be used by teachers for school. The next feast on which he com'ments is 6ur Lady's Maternity, celebrated on the eleventh of October. This is a much more deeply signifidant "Mother,s Da~,'; than the second Sunday in May. What afine point that would make in talking 147 THOMAS G. 0'CALLAGHAN Review for Religious to children: our Lady's "Mother's Day." Is it not true that many parochial school teachers could easily pass over this feast without even a mention of it? For the feast of St. Luke, October 17, there is a very simple suggestion for a reverent display of the Holy Gospel. This cbuld be used to remind the students not only of "the holiness and dignity of the Gospel, and of the respect we owe to it, but also of our indebtedness to the holy evangelists . . . who have recorded for us the 'God spell,' the good tidings of the life and teaching of our Lord Jesus Christ" (p. 573). Today Halloween is too often identified with "trick or treat" or vandalism. Monsignor explains the original spirit be-hind the festivities held on the eve of All Saints, or Hallow's" Eve (from which is derived the word Hallo,ween). Just the explanation which he gives would be an enlightenment to so many Catholic school children. There are also detailed sugges-tions for the celebration of this feast in a parish, some of which could profitably be adapted for school use. If Catholic school teachers could find the time to glance through "Toward a Living Parish" whenever it appears,' they would surely find some helpful matter for their classroom. Prayer In Life of the Spirit Dora Aelred Sillem, O.S.B., has an interesting article on the relation between liturgical and con-templative prayer.:' Many feel that there is a certain conflict be-tween contemplative and liturgical prayer, that they even attract different temperaments and distinguish vocations. It must be admitted that some divergence does exist: there is the tendency of contemplative prayer to simplicity, while the liturgy has a certain "surface multiplicity . . . with its complexities of cere-monial and chanti its elaborate and absorbing symbolism, its richness of doctrinal content and conceptual teaching" (p. 209}. :l"The Liturgy and Contemplative Prayer," Id.[~' o, l/re Sp]ril, XI (1956), 209-217. 148 May, 1957 SPIRITUAL WRITINGS Yet, if we consider the historical relation between the liturgy and mental prayer, it will become evident that they have long existed together with mutual dependence. The primitive liturgy allowed of pauses for silent prayer, of which our [lectam'us genua and levate are a token survival to which the restored Holy Week liturgy has given back a measure of reality; and Cassian, describing the psalmody of the Egyptian monks, ~hows us how, after each psalm or section of a psalm, a pause was made for private and wordless prayer. In ancient and medieval monastic life, the hours of lectio divina, continuous in theme and sources with the liturgy, were intended to be hours of prayer as well as of study. Towards the end of the Middle Ages, partly perhaps as the more scientific and metaphysical study of theology replaced the older, more devotional and more readily prayerful lectio divina, provision was made, both among monks and friars, for set periods of mental prayer; and this obligation has passed into canon law and into the constitutions of all religious families . At all times, vocal liturgical prayer has been nourished by and overflowed into solitary and wordless.prayer (pp. 215-216). Not only has there been this historical mutual relationship, but the very natures of liturgical and contemplative prayer show their close interdependence. Thus, the author concludes his article with these words: "It is essential to consider liturgical prayer and mental prayer, not as competitors, still less as alterna-tives, but as two indispensable expressions of a single life of prayer in Christo, accepting their diversity not as a tension or a problem, but as an enrichment, convinced of their mutual dependence and of their power to deepen each other indefinitely" (p. 217). Our Lady's Titles Father Gerald Vann, O.P., has a few suggesti6ns--and he insists that they are nothing more than suggestions--about the way that some of the titles of our Blessed Mother in the "Litany of our Lady" might be more fittingly translated.4 Many titles in the Litany are "either poor translations or indeed downright mistranslation~, or at any rate show a lamentable lack of any sense of language, any feeling for the beauty of words" (p. 438). Here are some of the present tittles put side by side with "Notes on Our Lady's Litany," Worship, XXX (1956), 437-441. 149 THOMAS°G. 0'CALLAGHAN Review for Religious some of Father Vann's suggested changes: Mother most amiable --Mother so lovablei Mother inviolate--Mother ever a Maiden; Mother most pure~--Mother of .perfect love; Holy Virgin of virgins--Holiest of all virgins; Virgin most vener, able--Virgin.whom we revere; Virgin most renowned--Virgin whose praises' ,~e sing; Seat of wisdom--Fountain of wisdom; St~iritual vessel--Chalice~ of spiritual life; Singular vessel of dev'otion--Splendid chalice o.f dedication. Father Vann not ohly suggests these and other new translations, but also e~pl~ins in his. brief article the reasons why these new 'titles could be justified as prdferable. Certainly r~an.~, of the chan~es suggeste'd are more ineaningful, as well.as being more beautifully phrased, and would thereby be helpful in our "Litany devotion. The Creation and Fall Those who teach Christian doctrine, whether in the grades, higl~ s.chool, or college, have undoubtedly found many problems in t.ryin, g t.o~interpret the sci:iptural account of the cr~eation of the world ,.and man, of the .origin of woman, of the first, sin, etc. For the first three chapters of Genesis, in which these matters occur, are one of the most difficult sections of the Bible.' But Father "H. J.: Richards, although fully appreciating the difl~- cuities, believes that it is possible to say something worthwhile on ~hese first three chapters and on the essential matter which they contain', without getting hopelessly enmeshed in exegetical difficulties. He fulfills this purpose in "The Creation and the Fall," a very brief but solid and interesting article ap.pefiring in the October, 1956, number of Scripture. The ,author of Genesis, Father Richards insists, was not a scientist. He was ,"concerned with .God's plans for the world and for mankind. He does not set out to teach us natural sciences. He has quite enough to do to teach us our super. natural science, of the one supreme God to whom everything owes it's existence, of man's place in God's scheme, of man's dignity an&his failure to live up to it, and of God's love for him '1'50 May, 1957 SPIRITUAL WRITINGS even in his sin" (p. 114).~ Father Richards shows very clearly how the author of Genesis attains this purpose. Let us give here an example of the refreshing way that Father writes on this matter. After explaining the account of the Creation as it appears in Chapter i, he goes on to write: And if there is a different account of creation in.Chapter 2, with man placed first on the list instead of last, don't let us get so excited over the difference that we forget to see the same point being made, that man cannot be lumped along with ~he rest of creatures. He is unique, and the rest is made for him. And if this time the 'whole story 'is more pic-turesque, with a Divine Potter modelling man with His own hands and breathing into him His own breath, don't let us be so prosaic about it that we miss the main point: man~s unique relationship with God. And if that relationship is illustrated even further by" the garden in which God walks with Adam in the cool 6f the evening, don't let us try ko find the garden on a map. Could anyone have devised a more dramatic way of presenting the clos2 intimacy with himself that God had planned for man from the beginning? It is we who hav~rfiade up the myth of an Old Testament God of thunder and terror and fear. It is not so in Genesis {p. 112}. After the creation of the universe and of man, Father Richards goes on in the same graphic way to explain the origin of woman and the place intended for her by God, the dignity of marriage, the fall of man, and God's love for him even in his sin. This short article is well worth reading. Spiritual Theology Series In th~ September, 1956, issue of Cross and Crown there begins a "series of articles which will explain the meaning and problems of. spiritual theology, or, if you wish, of the interior supernatural life of the Christian" (p. 252). The general title for this series will be "Spirituality for All," The first article, written by Father John L. Callahan, O.P., the editor of Cross and Crown, emphasized "the necessity of growth in charity" (p. 252), for it is in this charity, this l~abit of divine love, that per-fection essentially consists. From this beginning~ the series will proceed as follows to explain I) The foundations of this growth. Divine life is communicated to man through grace, the seed of glorj~ to possess grace necessarily~ im-plies the possession of the theological virtues of faith and,hope: . THOMAS G. 0'CALLAGHAN Review for Religious 2) The cause of growth. Charity is the form, the life, the mover of all the virtues. In the words of St. Francis of Sales: 'A perfect life means perfect charity, for charity is the life of the soul.' 3) The models of growth. Christ is our perfect exemplar of charity, and His Blessed Mother a mirror of that model. 4) The instruments of growth. Divine life is communicated to man through the sacrarhents. 5) The first instrument of growth. This is the healing and cleans-ing work of the divine tool of baptism by which man is incorporated in Christ. 6) The aids to growth. Christ instituted the sacrament of penance to restore divine life lost bymortal sin. With this is coordinated the practice of mortification. 7)' The Mass, a means of growth. The Holy Sacrifice lived by as-pirants to a perfect life is a powerful instrument of spiritual progress. ~ 8) Holy Communion is the food for growth in spirituality, uniting the soul most intimately to the Source of grace and charity. 9) Signs of growth can be the advancement in both the spiritual and corporal works of mercy. 10) The steps of growth through the process of purgation to 1 I) The fruition, which is contemplation, or the actual experience of the divine indwelling (pp. 252-253). Religious in a Diocese The editorial in the December, 1956, issue of Spiritual Life says: "The total function of every Catholic diocese in the world is to gather together as many men as possible into the life of Christ, and commit them to His mission. To do this with maximal efficiency, it needs the unified, intelligent, complemen-tary, planned activity of parishes and religious orders" (p. 201). What contribution can religious institutes make to this total function of the diocese? Father James Egan, O.P., gives the answer in "A Religious Order and the Spiritual Life of a Dio-cese" (pp. 217-226). "The purpose of this article is to explore other [i.e. than schools and parishes] possible services that a religious order or its members can render to the spiritual life of a diocese" (p. 219). If.such is the purpose of this article, it should be of interest to religious. Let us see very briefly some of the contributions which Father Egan believes a religious institute could and should make for the spiritual service of a diocese. 152 May, 1957' SPIRITUAL WRITINGS The first two immedi~lte fruits which should come to a diocese from the presence of a religious foundation within it are: first, the life of prayer and mortification of the religious should draw down God's rich blessings upon all the ~nembers of the diocese, bishop, priests, and parishioners; secondly., the manifest sp.iritual joy and.peace of religious should be a con-stant lesson to all who come in contact with them that true peace and happiness can be found in this world, provided it" is not sought from the world. Some religious .institutes, like the Benedictines, can offer to the faithful, especially those who have grown to appreciate the place of the liturgy in their life, the occasion of assisting, at the liturgy in all its full splendor. Other religious aid the spir-itual life of a diocese by communicating their spiritual treasures to the faithful by means of third orders. Closely linked "to this latter is the practice of spiritual direction. Many diocesan, priests, because of other spiritual demands, simply have not the time which would be required for the spiritual direction of those parishioners who would request and/or need it. Religious foun-dations in a diocese, however, would mean for the laity a greater Opportunity for that spiritual direction which is so necessary for Christian perfection. Among the other activities frequently carried on by religi-ous in a diocese are those of the parish mission, directed primarily perhaps to the conversion of sinners, and the retreat, usually aimed more at the nourishment of a ~ieeper spiritual life. The healthy spread and growth of the retreat movement, carried on mostly by religious groups, has done much for the spiritual life of the faithful in many American dioceses. There is also the c6ntribution Which religious are making in many dioceses of making "available to the. !aity a more intimate acquaintance with theology a~d philosophy as these are linked up with the cult'ural life of the modern world" (p. 224). In this intellectua'l field '~h~re could also be mentioned the help 153 THOMAS G. O'CALLAGHAN .which~ many religious groups, ~particularly the Paulists, can offer by way of convert instruction. '~ Las.tly, it will do well to recall--although it might seem strange --that the presence in the diocese of those religious institutes who have members in the mission field means an opportunity for the faithful of a diocese to offer both men and support to the mission-ary activity of the Church. That is a blessing not merely for the religious insti~tites, but for the diocese as well. "Each religious group," concludes Father Egan, "has its own contribution to make; yet" each must not insist on i~s own good to the detriment of the common good of a diocese, which is in the care of the bishop: ~On the other hand, the bishop must respect the distinctive character of the religious groups in his diocese. With such mutual respect, the common good of all the faithful will" always be served by the united efforts of dios-cesan and religious priests" (p. "22'6). DELAYED VOCATIONS Spiritual directors who are asked about religious orders or con-gregations of sisters that have the policy of accepting older women are frequently at a loss as to where to direct these applicants for further information. If orders or congregations which have such a policy will send their title and address, the REVIEW FOR RELIGIOUS may be able to publish a°list in a subsequent issue. The age limitatioi~s for admit-tance should be specified as well as whether the foliowing classes of women are accepted: widows, married women who ard legally sep-arated permanently with ecclesiastical permission, those who have been ifivalidly married in the past but who have sincerely amended their lives and would-now like to enter the dbnvent. GUIDANCE FOR RELIGIOUS It seems that some who were planning on. using, Guidance for 'Rel,glous, b~,' ~ath~r Gerald Keily, S.J'.~, insummer sessmns ai'e w'on~ . dering, whether they may gtill obtain copies. F6r~kheir information;~we should like to say ~hat the second p~iht~ng of the book is now com-. pleted, and it may be obtainefl~from The Newman Press, Westminster, 154 Apost:at:es and 'Fugi!:ives I. Definition of Apostasy and Flight 1. Definition of apostasy (c. 644, ~ !). ApOstates and fugitives leave religion voluntarily but illicitly, pe~manentiy in the case of the apostate, temporarily in that of ~the fugitive. Both' me~ and women may be apostates or fugitives. Aft ~ipostate from religion is a professed of perpetual vows who either leaves or remains outside of every house of his institute without any valid permission, and manifests externally, either explicitly or impliC-itly, the absolute intention of never returning to any house of his institute. (a) Perpetual vows are necessary, Novices~ and postulant~ can-not be apostates. They are also free to leave religion at any time. A professed of temporary vows cannot be an apostate; nor is he a fugitive if he leaves religion with the expressed inten-tion of not returning, since a fugitive is one who has the inten-tion of returning (cc. 19; 2219, § 3). Solemn vows are always perpetual; but perpetual simple vows, whether in an order or a congregation, also suffice for apostasy. (b) Illicit absence required. The illicit absence necesgary for apbs-tasy is verified by leaving the religious house without any valid permission (explicit, implicit, presumed, tacit, particular, general) or, if one h~s permission to go out, by ~remaii~ing outside the house beyond the length of any valid permission. The re!igiou~ must be illicitly outside any house of his institute, e: g., ~a religious who goes to another .house of his own institute without any permission does not verify the illicit absence demanded for apostasy. (c) Intention of never returning required. "Apostasy demands that religious obedience be cast off completely and not merely to a particular superior or superiors. The ~intention'~ therdfore must be not to return to any hous~ of his institute. The inten- 155 JOSEPH F. ~ALLEN Review for Religious tion ,must also be absolute, not conditional. For example, a religiou~ who has the intention of not returning to his institute unless he is transferred to another house has a conditional, .not an absolute, intention and is not an apostate. He is an apostate as soon as his intention becomes absolute. This intention must be externally manifested. The external manifestation may be by any means sufficient to express an intention of ihe will," e. g., orally, in writing, by gestures, or facts. The intention is manifested explicitly if th~ religious states orally or in writing that he is leaving the institute forever. It is mani-fested implicitly by any fact that implies the intention of leaving the institute forever, e. g., if he attempts or contracts marriage, assume~ a permanent employment, begins a course of ,studies, or has all his personal belongings sent to him. (d) Presumption of such an intention (c. 644, ~ 2)- If there is no certain proof that the religious has ,manifested, this inten-tion, he is p~Tesumed to have done so and to be an apostate after an illicit absence of one month, ,e. g., January. 12-February 13, provided he has not actually returned during this time nor mani-fested to his superior the intention =of returning. Ii~ in these circumstances hE claims that ~he was not an apostate,, he will have to prove his assertion by establishing the lack of at ieast one ~f the essential elements of apostasy, e. g., that he was not absent illici.tly, that he did not express the intention, of. not returning, or .th.at he was-physically or morally unable to return or correspond with his superior. 2. Definition of flight (c. 644, §-3).~ A fugitive is a .professed religigus of either perpetual or temporary vows' or a member of a' society without .public vows in which common life is a grave obligation who: 1° either leaves or actually remains outside every house, of.his institute without .any valid permission beyond three complete ~days or. e'xtemally, manifests, eXplicitl~ or im-plicitly, the intention 'of.prolong!ng his absence for .this same time; 2° ~but with tbe~ intention of returning to at least some 156 May, 1957 APOSTATES AND FUGITIVES house of his institute. An~ professed, oeven of only temporary vows, can be a fugitive. The concepts of leaving or remaining outside without any valid permission are to be understood in the same sense as explained above for an apostate. (a) Beyond three full days. An apostate intends to sever him-self completely from religious obedience, and it is therefore required that he externally manifest the intention of never re-turning to his institute. A fugitive is one who intends to with-draw himself from religious obedience for a notable period of time. This intention also must be externally manifested. There-fore, flight is verified at any moment in an illicit absence that the religious manifests explicitly or implicitly the intention of pro-tracting such an absence for a notable period. Common opinion determines this period as beyond three full days, .e.g., if begun on Monday, the notable absence i~ attained on Friday. The sole fact of an illicit absence beyond three full days is an implicit manifestation of the intention of withdrawing from religious obedience for a notable period of time. However, since many au'thors demand an actual illicit absence beyond three days for flight and say nothing of the case of an intention of notable absence, the crime of flight is not ~certainly vei'ified and the pe'nalties are not incurred unless the illicit "absence is actually prolonged beyond three cJays. When' the'intention or actual absence is for a less~r period, even if for a seriously sinful pur-pose, the case is not consi'dered one of flight but of a mere illicit or furtive departure from religion. (b) With the intention of returning. It is presumed, that the religious has this intention of returning unless he manifests externally the intention of never returning, in which case his intention is that of an apostate. It i~, thdrefore, not ndk~ssary to manifest externally khe~intention of returning, which is' con-tained in the intention of depaFting from the ifistitute' only ]~or a time. If his intention is' never to return to a partidulaF house or houses but to return to at least some hohse of his institute, his in~tehtion is still that~ of a fugitive and 'not o'f an apostate. 1.57 JOSEPH F. GALLEN, Review for Religious Apostasy is not a partial but a complete severance of religious obedience. II. Canonical Penalties for Apostasy and Flight 3. For apostasy (c. 2385). (a) Excommunication. An apostate incurs ipso facto an excommunication reserved to his own higher superior if the delinquent is a member of a clerical exempt institute or to the ordinary of the place where the absolution from the excommunication is given ff the delinquent is a mem-ber' of any other type of institute. (b) Prohibition of legitimate ecclesiastical acts (c. 2256, 2°). An apostate incurs ipso facto an exclusion from the licit exercise of legitimate ecclesiastical, acts. The more general and prac-tical prohibitions of this penalty are that the religious may not licitly exercise the administration of ecclesiastical property as a superior, treasurer, or member of a council, vote in an ecclesias-tical election, or be a sponsor in baptism or confirmation. This penalty remains after his return and after an absolution from the excommunication, but a local or religious ordinary can dis-pe. nse from it in virtue of c. 2237 in either public or occult cases. In more urgent occult cases confessors can suspend the penalty if it cannot be observed without scandal or infamy. They must impose' the obligation of having rec6urse within a month to the Sacred Penitentiary or the ordinary and of observing the man-dates of either (c. 2290, § 1). In an extraordinary case when recourse is impossible, the confessor can dispense and give the mandates himself according to the norm' of c. 2254, ~ 3 (c. 2290, § 2). (c) Privation of privileges. An apost~ite incurs ipso facto a privation of the valid use of all privileges granted by the Holy See to religious in ge.neral and to his own institute, e. g., exemp-tion, indulgence~s. It is probable that he is not deprived of suffrages, since these are not a privilege. This penalty, also remains, as ab. ove, but can be dispensed by a local or religious 158 May, 1957 APOSTATES AND FUGITIVES ordinary., The power of the confessor is the same. (d) Perpetual loss of active and passive voice. If he returns, the apostate is perpetually del~rived of active and passive voice. Therefore, he is deprived perpetually of the right of voting val-idly in any electoral chapter, whether general, provincial, or local, and of the right of receiving validly any offce that is con-ferred by election. He can receive an office that is conferred by appointment, and a religious woman retains the right of voting for the prolongation of the term of the ordinary confessor (c. 526). This .penalty also remains after the absolution from the excommunication. In occult cases it can be dispensed "by the local or religious ordinary, but in publii: cases only by the Holy' See (c. 2237, ~ 1, 3°). The power of the ~onfessor is the same as above. Religious ordinaries can have the po~er of dispens-ing from this penalty in public casek in virtue of a privilege possessed by their institute.' (e) To be otherwise punished by superiors. Canon 2385 com-mands that a returned apostate be otherwise punished by his loc~,l or higher superiors in conformity with the constitutions and in accordance with the gravity of his crime. If any such ferendae senten/iae danonical penalties are prescribed in the constitutions of a clerical exempt .in.stitute, the superior is. ordi-narily obliged to inflict them buts'according to the norms of c. 2223, ~ 3. If" canonical penalties are not so pi'escrilSed; the superiors of the same institutes cain iriflicto canonical penalties, penances, and penal remedies when scandal or special ~ra¢ity was ~erified in the transgression, according~ to the norm of c. 2222, ~ 1. Superiors in other institutes c~ln inflict only the ordinary and private penances in use in the par'ticu[ar institute. ¯ .4. For flight (c. 2386). (a) General suspension. A religious fugitive who is a .priest, deacQn, or subdeacon ind[urs by" the ve.ry ~fact of.t0e.flight a gener~! suspe~ns!on that'~is reserved i,n.:,,exa~ct!y ~Cf. Riesner, /ll~ostates attd Vugitfiw's, /rom "Religious lnstitittes,~91; Jone, :Commentariura in Codicem luris Canonici.'.III, 553; ~Cloran, Pre~ie~'s.an,t Prac-tical Cases, 296. i;59 JOSEPH F. GALLEN Review for Religious the same way as the excommunication for apostasy explained above. The suspension and other punishments of this canon certainly "extend also to thd clerical and lay members of clerical societies 'without public vows. It is probable that c. 2386 does not extend to lay societies without public' vows, since the Code Commission applies it explicitly only to clerical societies and the canon itself speaks of a religious fugitive. Therefore, in fact the canon does not extend to lay societies (cc. 19; 2219, § 1).~ (b) Privation of office. A fugitive incurs ipso facto the pri: ration of any office that he may hold in religion. Office is to be taken in a wide sense and, consequently, includes-that of pastor, parochial vicar, of any sup.erior, whether general, provincial, Or local, of any councilor or treasurer, master or assistant master of novices, of junior p3ofessed, tertians, general or prox(incial sec-retary, principal of a school, director of studies or schools.3 The fugitive is" deprived of all offices he now holds but is not rendered incapable of being elected or appointed to the same or different offices in the future. Since' it is a question of office in the wid~ sense (c. 145), this penalty can be dispensed by the local or religious ordinary,t The power of the confessor is the same as above. (c) To be otherwise punished on his return. Canon 2386 com-mands that the punishments prescribed in the constitutions for returned fugitives be inflicted; and, if the constitutions prescribe nothing on the matter, the higher superior is to inflict punish-ments according to the gravity of the offense. If any ferendae sentenliae canonical penalties are prescribed for flight in the constitutions of a clerical exempt institute, the superior designated in the constitutions is ordinarily obliged to inflict these penalties, ~ Bouscaren, Canon Law Digest, I, 330; Cappello, De Censuris, n. 539; Beste, lntroductio in Codicem, 968; Cocchi, Commentarium in Codicem luris Canonlci, VIII," n. 262; Vermeersch-Creusen, Epitome luris Cano.nici, III, n. 590; Jone, op. cir., III, 555; Schaefer, De Religlosis, n. 1565; Wernz-Vidal, lus Canonicum, VII, n. 521. z Cf. Coronata, Institutiones'luris Canonici, IV, n. 2191; Riesner, op. cir., 102. 4Cloran, op. cir., 86; 204-05. 160 May, 195"; APOSTATES AND FUGITIVES but according to the norms of c. 2223, §. 3. If canonical penal-ties are not so prescribed, the higher superior of the same insti-tutes can inflict canonical penalties, penances, and penal rem-edies when scandal or special gravity was verified in the trans-gression, according to the norm of c. 2222, ~ 1. Higher superi-ors in other institutes can inflict only the ordinary and private penances in use in the particular institute. III. The Obligations of Apostates and Fugitives (c. 645, .~ 1) 5. Apostates and fugitives are freed from none of the obliga-tions of their institute aild are consequently obliged by its vows, Rule, constitutions,~ordinances, and customs. They have a seri-ous obligation in conscience to return as soon' as is morally possible to their institute. To be worthy of sacramental absolu-tion, they must actually return, sincerely intend to return, or at least sincerely intend to submit themselves to the directions of their superiors. If the apostate or fugitive considers that he can no longer fulfill the obligations of the religious life, theforinali-ties necessary for an indult of secularization are to be initiated. If the return of the culpable religious involves grave inconveni-ence, superiors may permit him to remain outside religion until the ,indult of secularization has been obtained.~ These same obligations.are true of a professed of temporary vows who illicitly leave~ or remains outside his institute with the intention of never returning, even0though canonically he is neither an apostate nor a fugitive. IV. Obligations of Superiors with regard to Apostates and Fugitives (c. 645, ~ 2) . 6. Obligations. All the superiors of the apostate or fugitive but primarily the immediate higher superior are obliged to find him, effect his return, and receive him back if he is. sincerely repen-tant. This ,obligation in the case of an apostate or fugitive nun falls on the local ordinary of her monastery. From charity the ~Cf. Creusen, Religious Men and PVomen in the Code, n. 342; Bastien, Dir,'ctoire Canoniqu~', n. 622; Jombart, Trait/ de Droit Canonique, I, n. 909. 161 JOSEPH F. GALLEN Review for Religious ordinary of the place .where she is s.taying should give l~is assis-tance as also any other local or~linary whose efforts can be help-ful. If the monastery is subject in fact to regulars, the obliga-tion extends cumulatively also to the regular superior. Superiors may fulfill this obligation personally or through another. At times, another religious, a priest, friends, or relatives may have greater influence with the offender. Superiors, especially of religious women, will frequently be compelled to deal with the delinquent through another to avoid the danger of scandal to the laity or of infamy to the institute. The seeking of the offender is always to be done with prudence and charity, i. e., with the avoidance of scandal, infamy, or hardship to either the delin-quent or the institute. Since no time is prescribed by canon law, the obligation of seeking apostates and f, ugiti.ves binds only when and as long as there is probable hope that the offender will amend and return. 7. Repentant delinquent. The institute is obliged to take back the apostate or fugitive only if he is sincerely repentant, . The institute has the right of proving the sincerity of his repentance on his return by a period of trial. If sincere repentance is lack-ing, .the superior should .counsel the religious to ask for an indult of secularization or, if he will not do this, begin the. formalities of a dismissal, If he appears repentant but his return and pres-ence can be a cause of trouble to the institute and superiors find serious difficulty/ in receiving him back, they may present the facts of the c~.se to the Sacred Congregation of Religious and await its decision.~ - ~" 8. Delinquent unwilling to return. If the apostate or fugitive is. unwilling ~0 return, superiors should ounsel him;to ask for an i"nduit of secularization; if he will not do thi~, the~) are to ~'resort to dismissal. A religious ~of temporary vows who is.a fugi-tive or' who illicitly leaves or remains outsidd the' institute with the intention of never returning may be dismissed because of this one act. His action is a crime or equivalenyly such and is of greater import tha,n.the "serious reason demanded in c. 647. 162 May, 1957 APOSTATES AND FUGITIVES Superiors are to judge fro~ the culpability of this act, the type of religious life he had lived in the past, hope of amendment, scandal .given, harm or inconvenience to the institute in retaining him, and from other pertinent circumstances whether he should be dismissedfl V. Dismissal of a Professed of Perpetual Vows for Apostasy or Flight 9. For apostasy. The supposition is that superiors have striven to effect the return of the delinquent and he will not return. He is then to be counselled to ask for an indult of secularization. If he will not do this, superiors are to begi~n the admonitions neces-sary for dismissal. It is the common opinion that the dismissal of an apostate should not be done with precipitation and by merely fulfilling the letter of the law, i. e., by giving the first admonition at once, the second three day.s later, and then after an interval of six days forwarding the matter to the competent authority for .dismissal. One or two authors even state that three months should be allowed to elapse before the formalities of dismissal are begun. This appears to be an exaggeration of a somewhat similar norm that existed before the code. It would be prudent to allow abotit two months to elapse between the crime and the completion of the formalities requisite for dis° missal.7 An admonition lookii~g to dismissal may also be given to a repentant apostate or fugitive who has returned to his insti-tute, since his crime furnishes the basis for an admonition,s 10. For flight. The supposition i~ the same as in the preceding paragraph; and the same recommendation of a space of" about two months applies here also, particularly since flight is a lesser crime than apostasy. Frequently, therefore, the religious will be presumed to be an apostate, because an illicit absence of a month gives the presumption of apostasy. If the religious will not °Cf. Palombo, De Dimissione Reli#iosorum, n. 153, 4. 7 Cf. Larraona, Commentarittm Pro Reli#iosis, 4-1923-178. 8Cf. cc. 649-651, § 1; 656 Goyen~che, De Relioiosis, 203. 163 JOSEPH F. GALLEN petition an indult of secularization, the formalities of a dismissal are to be begun. VI. Support and Dowry of an Apostate or Fugitive 1 i. The Code of Canon Law does not oblige the institute to sup-port an apostate or fugitive. Such support may be given, espe-cially when it will aid or effect the return of the delinquent. It would often serve only to prolong the absence. The institute has no obligation to give a charitable subsidy to a religious woman except when the religious wishes to return but~ superiors do not wish to receive her back because of scandal, harm, or hardship, and the delinquent is forced to'live outside religion until she obtains an indult of secularization or the case is settled by the Holy See.~. The capital sum of the dowry is to be returned to a pro-fessed religious, woman who definitively leaves the institute, licitly or illicitly, whether her vows have been dispensed or not (c. 551, ~ 1). A fugitive from religion is only temporarily absent from her institute and therefore the dowry is not to be restored to her. Since c. 551, ~ 1, makes no distinction between a licit and illicit definitive departure, it is the more'probable opinion that the dowry should be restored to an apostate religious woman when it is certain that she will not return. It is also probable that the institute is not obliged to return the dowry until the apostate is secularized or dismissed, .since mere apostasy does not canon-ically and completely sever the apostate from her institute. The same doctrine is to be affirmed of a religious woman of tempor~ary vows who.illicitly leaves, or remains outside of the institute with the intention of not returning, even though canonically she is neither an apostate nor a fugitive. 9Cf. Riesner, 0,~. ciL, 134-35. 164 PRAYER FOR RELIGIOUS VOCATIONS [In the Vatican daily newspaper, Osser~,atore Romano, for February 7, 1957, there appeared the text of a prayer personally composed by the Holy Father for vocations to the religious life. The prayer has been enriched by His Holiness with the following indulgences: ten years each time it is recited and a plenary indulgence under the usual conditions, provided the prayer has been said daily for an entire month (AAS, February 27, 1957, p. 101). A translation of the prayer from the original Italian text follows:] Lot:d Jesus Christ, sublime m~del of all perfection, who not only unceasingly invite privileged souls to tend towards the loftiest of goals, but who also move them by the powerful force of Your example and the efficacious impulse of Your grace to follow You on so exalted a path, grant that many may know Your sweet inspirations and respond to them by embracing the religious state, there to enjoy Your special care and Your tender love. Grant that there may never be lacking the religious who, as the messenger of Your love, may represent You day. and night beside .the cradle of the orphan, at the bed of the suffering, and near the old and the infirm who perhaps otherwise would have no one on this earth to stretch to them a hand of pity~ Grant too that in the lowliest school as in the greatest cathedrdl there 'should always sound a voice which is an echo of Your own and which teaches the way to heaven and the duties proper to each human person; and grant that no country, however ~backward and remoLe, be deprived of the call of the Gospel inviting all peoples to enter Your kingdom. Grant that there may be multiplied and increased those flames by which the world may be further set on fire. and in which shines forth in all its splendor the spotless holiness of Your Church. Grant also that in every regiofi there may flourish gardens of elect souls who by their contemplation and their penance repair the faults of men and implore Your mercy. And grant that through the continual immolation of such hearts, through the snow-whi~e ptirity of such souls, and through the exdellence of their virtue, there may always be here on earth'a perfect and living e~ample of those children of God whom you came to reveal. Send to these battalions of your chosen ones numerous and good vocations, souls firmly determined to make themselves worthy of. such a signal grace and of the institute to which they aspire and to a~chieve this by the exact ,observance 'of their religious duties, by assiduous pr.ayer, by,constant mortification,, and by the perfect adherence of their will to Your will. Enlighten, Lord Jesus, many generous souls with the.glowing light of the Holy Spirit who is substantial and eternal love; and by the powerful" intercession of Your loving Mbther Mary enkiridle and keep burning the fire of Your charity, to the glory of the Father and of the same Spirit, who live and.reign with You, world with6ut end. Amen. 165 Survey ot: Roman Documen!:s R. I::. Smit:h, S.J. IN THE present article those documents will'be ~urveyed which appeared in /lcta ./tpostolicae Sed~is (AAS) be-tween October 1, 1956, and December 31, 1956. Accord-in~ gly, all references throughout the article are to AAS of 1956 (v. 48). Crusade for Peace It is rare indeed when over a two-week period three en-cyclicals appear in rapid succession; but this is what happened between October 28, 1956, and November 5, 1956, when events in Hungary and the Middle East p'rompted the Vicar of Christ to publish for the entire world three encyclicals. The first, pub-lished on October 28, 1956 {'AAS, pp. 741-744), consists of a plea for all true Christians to unite in a crusade of prayer for the people of Hungary and for the other peoples of Eastern Europe who are deprived of religious and civ.il liberties. The Pontiff especially p;,.~.~s that those in their early youth join this crusade of prayer for peace, for, as His Holiness says, "We put great trust especially in their supplications." The second en-cyclical was i,ssued on November 2, 1956 (AAS pp. 745-748); in it Plus XII first gives thanks to God for the appearance of what would seem to be a new era of peace through justice .in Poland and Hungary; then he turns to consider the flame of another warlike situation in the Middle East; hence he u~ges that the crusade of prayer be continued that the grave" problems confronting the world today be solved not by the way of violence but by the way of justice. The third of the encyclicals, dated November 5, 1956 (AAS, pp. 748-749), laments the new servi-tude imposed on the Hungarian people by force of foreign arms, warns ~the oppressors that the blood of the Hungarian people cries to the Lord, and urges all Christians to join together in 166 ROMAN DOCUMENTS prayer for those who have met death' in the recent painful events of Hungary. Five days later on November 10, 1956 (AAS, pp. 787- 789), the Holy Father continued his work for peace by broad-casting a message to all the nations and leaders of the world. His speech was an anguished plea for peace and freedom and concluded with the prayerful hope that the name of God may, as a synonym for peace and liberty, be a standard for all men of good will and a bond between all peoples and nations. The Vicar of Christ's plea for a crusade of prayer leads naturally to a consideration of what he had to say on the sub-ject of the apostolate of prayer when addressing the directors of the Apostleship of Prayer on S~ptember 27, 1956 (AAS, pp. 674-677). The apostolate of prayer, says the Pope, is a form of apostolic endeavor that is open to literally every ChriS-tian, no matter what his state or condition may be; nor can th6se who are engaged in an active apostolic life neglect the apostolate of prayer; for actmn must be rooted in a spirit of prayer and of virtue. All Christians, therefore, are urged to practice the apos-tolate of prayer; and it is the hope of the Supreme Pontiff that they do so by membership in the Apostleship 6f Pr~yer since this association teaches its members.to do all for the salvation of the world and to draw ever closer to the Heart of Christ. As air penetrates and joins all things, concludes Pius XII, so too the Apostleship of Prayer should be an-exercise common to all the apostolic works of the entire Church. Liturgy and Worship ~'One o'f the most important documents issued during the last months of 1956 wa~ the teXg of th.e address delivered by His ~Holiness on .September 22, 1956 (AASI pp. 71,.i-725), to the International CongreSs. of Pastora! ~Liturgy. The Holy Father .first, considers the relations that exist between the liturgy band the ~Church, relations that~ may be summed up in the following,, two ~principles: The liturgy is a living function of th~ ~hole Church; ¯167 R. F. SMITH Review for Religious the liturgy is not, however, the whole of the Church. All Catholics, therefore, must, each in his own way, participate in the liturgy; but they should also remember that the liturgy does not remove the importance of priv.ate and individual worship and that it does not lessen the Church's functions of teaching and governing. The Pontiff then turns to a consideration of the relations between the liturgy of the Mass and Christ. It must not be forgotten, teaches the Holy Father, that the central element of the Eucharistic Sacrifice is that where Christ offers Himself; this takes place at the Consecration where in the act of trans-substantiation Christ acts through the person of the priest-cele-brant. Hence, wherever the consecration of bread and wine is validly effected, the action of Christ Himself is also accomplished. There can, then, be no real concelebration of Mass unless the concelebrants not only have the necessary interior intention, but also say over the bread and wine, "This is My Body"; "This is My Blood." It also follows that it is not true to say that the offering of a hundred Masses by a hundred priests is equal to the offering of Mass by a single priest in the presence of a hundred devout priests. The Holy Father next considers the real presence of Christ in the Eucharist. He first corrects an erroneous explanation of Christ's presence in the Eucharist, according to which after the Consecration Christ is present only in the sense that the appear-ances of bread and wine have a real relation with our Lord in heaven. Such an explanation, Plus XII points out, does not do justice to the Eucharist, of which it carl be simply said: It is the Lord. The Holy Father concludes this section by warning against any diminishing of esteem for the presence of Christ in the tabernacle. The altar of sacrifice and the tabernacle of the rdal presence are in no way opposed to each. other, for it is the same Lord who is immolated on the altar and who is really present in the tabernacle. 168 May, 1957 ROMAN DOCUMENTS Finally, the Holy Father considers the divinity of Christ and the liturgy and remarks that the divinity of our Lord must not be allowed to remain on the fringe of the liturgy. It is, of course, to be expected that man should go to the Father through Christ who is man's Mediator; but it must also be remembered that Christ is" not only Mediator, but also the equal of the Father and the Holy Spirit. Several documents were issued in the last quarter of 1956 which dealt with beatification and canonization processes. By a decree of May 13, 1956 (AAS, pp. 842-843), the Sacred Congregation of Rites approved the reassumption of the cause of the bessed martyrs Roch Gonzalez, Alphonsus Rodriguez, and John del Castillo, priests of the Society of Jesus. Under the same date the same Congregation (AAS, pp. 843-844) also approved the reassumption of the cause of Blessed Mary Cres-centia H6ss, virgin, professed member of the Third Order of St. Francis. On August 15, 1956 (AAS, pp. 804-806), the Congregation of Rites decreed that the beatification of Pope Innocent XI could safely proceed; and on October 7, 1956 (AAS, pp. 754-759), the decree of his beatification was accord-ingly issued. On the same day (AAS, pp. 762-778) His Holi-ness delivered a lengthy panegyric on the new Blessed. Blessed Innocent XI, the Pope pointed out, directed his entire pontificate to the accomplishment of three goals: the perfecting of the re-form begun by the Council of Trent; the protection of the rights and liberty of the Church, especially in France; and. the saving of Christian Europe from the inroads of Turkish power. These three external achievements were accompanied, said the Pope, by three internal qualities: constant union with God in prayer; love of poverty joined to a desire to help those in need; and a strong purpose to seek only ~he will of almighty God. Finally, it should be noted in relation to canonization matters that on February 19, 1956 (AAS, pp. 688-691), the Congregation of Rites approved the introduction of the cause of the Cardinal Archbishop of Seville, Marcellus Spinola Maestre (1835-1906). 169 R. F. SMITH Review for Religious The Sacred Congregation of Rites on October 31," 1956 (AAS, pp. 844-845), added to the blessings of the Church by issuing a formula for the blessing of stone quarries and another for the blessing of establishments for the working and finishing of marble. The Holy Father contributed to the Church's life of worship by the message which he .broadcast to the Second National Eucharistic Congresk of the Philippines on December 2, 1956 (AAS, pp. 834-838); he urged in the course of his broadcast that Catholics should show their faith and trust in Christ's Eucha-ristic presence not so much by words or songs, as by truly Christian deeds. Finally, a broadcast of October 28, 1956 (AAS, pp. 831-834), in which the Holy Father discussed the practice of consecration to the Sacred Heart, shoold not be neglected. Since the act of consecration is an act of love and of self-dedication, says the Vicar of Christ, this act can be performed only by one in the state of grace. Moreover, to live out the act of consecration once made means that the person must be grad-ually transformed into another Christ; and the Holy Father concludes his speech by teaching that whoever consecrates him-self to the Sacred Heart enrolls himself in an army of peace which neither rests nor halts until the kingdom of Christ is estab-lished in all hearts, in all families, and in all institutions. Addresses to Doctors. Medicine and its associated fields have been the repeated subject of speeches and addresses throughout the reign of Plus XII and the last few months of 1956 saw no exception to 'this general rule. The most important of these addresses was that given by the Holy Father on September 11, 1956 (AAS, pp. 677-686), to the seventh plenary meeting of the International Association of Catholic Physicians, held at The Hague, Holland. In this radio broadcast the Supreme Pontiff discussed the matters of medical morality and of positive law dealing with medical matters. 170 May, 1957 ROMAN DOCUMENTS The ultimate source of all medical morality and law, begins the Pope, is to be found in the individual's right to life, to in-tegrity of body, and to the means necessary~ to preserve life and integrity. All these rights, he continues, are received by the individual directly from his Creator, not from the state or any group of states. This, means, then, that the individual does not bear the same relation to the state in medical matters that a physical part bears to the physical whole in which it exists. ~ After considering the obfligations which flow from the essen-tial conditions of. human nature and which are :measurable by objective norms and which to a considerable extent are contained in .the Ten Commandments as understood and explained by reason and the Chur~ch, the Pontiff then takes up the matter of positive medical law understood as a set of norms which have been established in a body politic to control the training and activity of physicians and which are civilly enforceable. Such positive law in medical matters, the Pope says, is necessary, since the prin-ciples of medical morality lacl~ sufficient precision to adequately cover all the concrete, medical situations that are of importance to society. Medical morality and positive medical law are in a certain sense autonomous in their respective spheres, but in the final analysis positive medical law must be subordinate to medical morality. Positive medical law, then, must never be in contra-diction, to the moral order which is expressed in medical morality. Positive law, for example, cannot permit mercy-killing nor direct abortion. A month earlier than the previous talk on August 19, 1956 (AAS, pp. 666-670), the Pontiff addressed a group of cancer specialists~ urging them to observe wheat for lack of a better name may be called medical humanism. This is an attit.ude of mind which, when treating a patient, does not limit itself to a consideration of the patient's sickness only, but considers the entire man including his economic, social, psychological, and moral conditions. .He concludes his address to these cancer specialists ~by expressing the wish that their zeal to fight the 171 R. F. SMITH Review for Religious physical evil of cancer may be matched by a zeal to combat the even greater evil which is called sin. The Holy Father also ad-dressed another group of cancer researchers on October 6, 1956 (AAS, pp. 793-797). After detailing the recent research into a cure for cancer, the Pope concludes by encouraging them in their labors, for, as he says, they are fighting one of the con-sequences that the sin of man has introduced into the world. Economic and Social Problems A number of documents issued by Plus XII in the last three months of 1956 dealt with subjects that can be termed roughly economic and social matters. On September 9, 1956 (AAS, pp. 670-673), the Holy Father addressed the First Congress of the International Association of Economists, pointing out to its members that economics, like any other science, must start with the observation of facts considered in their entirety. It was failure to see all of economic reality, says the Pontiff, that led to the contradiction betw.een the economic theory of the physi0cra.ts and the frightful social misery that actually existed in reality. Similarly too, the h/!~arxist view failed to see all of economic reality, for it eliminated all spiritual values and thereby put men into a bondage as oppressive as any slavery. The true economist, then, must embrace in his economic theory the many facets of man that affect economic reality, especially man's gift of free and personal decision. The Holy Father concludes his address by recalling to his audience the Christian ideal of poverty as a means of personal freedom and social service; although, he remarks, this ideal is not directly within the purview of economics, still economists can find in that ideal a o general orientation that will bring them valuable insights. On October 8, 1956 (AAS, pp. 798-801), the Holy Father addressed a group of owners of small businesses from the coun-tries of Germany, Belgium, .Italy, and the Netherlands. In his allocution to them the Vicar of Christ stres'sed'the necessity of small business for the stability of a country and gave his audience salutary, reminders of the relations that should exist in such busi- 172 May, 1957 ROMAN DOCUMENTS nesses between owners and employees. On the Feast of Christ the King, October 28, 1956 (AAS, pp. 819-824), His Holiness spoke to a group of Italian workers on the subject of the reign of Christ in the world of labor. The reign of Christ, says the Pope, must begin in the minds of men; and, therefore, a deep knowledge of the truths of the Catholic faith must be spread among men. But the reign of Christ must also penetrate to the hearts of men that they might all become living stones of that edifice which is Christ. Moreover, the kingdom of Christ must extend even to the factories where men work that these too may be governed by His justice, which alone can bring a solution to modern social problems. And finally, the kingdom of Christ is a kingdom of love, and therefore of peace, for love of its very nature is a uniting force. In the Basilica of St. Peter on November 18, 1956 (AAS, pp. 826-831), seven thousand Italian workers from Turin were received by the Holy Father who addressed them on various social and economic matters. He recalls to their minds that, though economics must deal with such matters as the laws of production and consumption, it must also be aware of those moral laws which must be considered if any economic situation is to be handled successfully. He warns them that the enemy of the human race is today represented among men by Communism and concludes by urging the workers not to fear scientific and technical progress, for there is no reasonable basis for assuming that such progress will eliminate the need for human workers. On October I0, 1956 (AAS, pp. 779-786), the Holy Father broadcast a message to the shrine of the house of Loretto where a group 6f Italian women had gone on pilgrimage. The Pontiff first recalls to his hearers the dignity of woman accord-ing to Catholic principles; she, like man, is a child of God, redeemed by Christ, and given a supernatural destiny; further-more, woman shares with w/an a common temporal destiny, so that no human activity is of itself forbidden to woman. Man 173 R, F. 'SMITH Review for Religious and woman, then, are equal as far as personal and fundamental values .are concerned, though their functions are different. The fundamenial function of woman is motherhood; for it is by this that woman ordinarily attains both her temporal and her eternal destiny; this, of course, in no way prevents the perfection of womanhood being achieved in other ways, especially by the voluntary acceptance of a higher vocation. Finally, the Holy Father acknowledges that woman should be a force in the modern world and one :of the aims of woman's activity should be to strive to see' that the nation's institutions, laws, and customs respect the special needs of women. Miscellaneous Topics An important document issued by the Hoiy Father in the concluding months of 1956 is the text of a speech given by him on September 14, 1956 (AAS, pp. 699-711), to a group of Italian priests interested in the adaptation of pastoral activity to the needs of contemporary life. The main body of the text is concerned with the need for preaching today modeled on the preaching 6f Christ and that of the Church. At the conclusion of the talk the Supreme Pontiff then formulates a general prin-ciple tl~at should control all those working to adapt themselves to modern situations: there can be no valid adaptation to modern conditions unless that adaptation be shaped by and oriented towards the teaching power of the Church. Individual theologi-ans must remember that the teaching o~ce of the Roman Pontiff and of fhe bishops is of divine right, while their own right to teach is delegated to them. by the Church. The Vicar of Christ notes in conclusion certain areas where modern adaptation has not been shaped by the teaching power of the Church. Among such areas are to be included the tendencies of. the "new theol-ogy" as explained in 1950 in the encyclical Humani Generis; situation ethics; the pretended superiority of Christian marriage and the conjugal act over virginity;, and. the independence of art from all norms other than artistic ones. On September 20, 1956 iAAS, pp. 790-793), the Holy 174 May, 1957 ROMAN DOCUMENTS Father addressed the Seventh Congress oi: the International Astronautical Society. After recalling the history of human effort during the last fifty years to achieve interplanetary travel and to invent artificial earth satellites, the Vicar of .Christ con-tinues by saying that interplanetary travel is a licit aim and pur-pose, for all creation has been given to man. On the other hand, he points out that the boldest explorations of space will but lead, to greater divisions among men, unless humanity be-comes more deeply impressed with the solidarity of that t!amily of God which is the human race. The last document to be noted is a decree of the Sacred Congregation of Seminaries and Universities~ dated June 21, 1956 (AAS, p. 846), by which Niagara University is canonically and perpetually erected. This concludes the documents which have appeared in AAS during 1956; the next article will summarize the documents of AAS for the first months of 1957. SUMMER INSTITUTES (Continued from Page 142) In its second annual series of Institutes for Religious Won~en Gonzaga University aims at "equipping nuns of all congregations with the insights that reflect God's point of view." This year's schedule is as follows: June 17-28, The Sacramental Life and the Mass; July 1-12, Understanding Human Nature--Part II; Personal Holiness II. Write to: Rev. Leo J. Robinson, s.J.~ Gonzaga University, Spokane 2, Wash-ington. From July 1 to August 9 The Catholic University of America will conduct a Marian Institute which has been established to provide sys-tematic training in the theoloy about the Blessed Virgin. Address cor-respondence to: Director of the Summer Session, The Catholic Uni-versity of America, Washington 17, D. C, OUR CONTRIBUTORS SISTER M. MATILDA is archivist at Loretto Motherhouse, Lo-retto, Nerinx P. O., KentuCky. THOMAS G. O'CALLAGHAN is professor of ascetical and mystica[ theology at Weston College, Weston, Massachusetts. JOSEPH F. GALLEN is professor of canon law at Woodstock College, Woodstock, Maryland. R. F. SMITH is a mem-ber of the faculty of St.Mary's Cbllege, St. Marys, Kansas. !75 Communications [EDITORS' NOTE: Those who send communications will help us greatly if they type the communications double- or triple-spaced and allow generous margins. Occasionally we receive material for a particular issue or time of year~ Since our deadline for sending copy to the printer is two months before the publication date, such material should reach us three months before it is to appear. Communications, like articles and questions, should be addressed to our editorial office, not to the business office. The complete address is: The Editors, REW~W :FOR REL~O~0US, St. Mary's College, St. Marys, Kansas. The address of the business office (where subscriptions, requests for back numbers, changes of address, etc., are to be sent) is given on the inside back cover.] Introductory Note As an editor, I should like to suggest that the communication on the religious habit may stimulate profitable discussion if our readers will ignore the suggestion that the sisters who answered Father Teufel's questionnaire (cf. our January number, p. 3) are disgruntled religious. Concentration on this point can lead only to bitterness. As a teacher, I should like to add that I once conducted a discussion (without a questionnaire) involving the same points brought out by FathEr Teufel. Sisters representing a large number of institutions took part in this discussion. Their conclusions were similar to those expressed in Father Teufel's article. I can vouch for the fact that these sisters were excellent religious, devoted to their institutes. I am sure that the same could itnd should be said about the sisters who replied to Father Teufel's questionnaire. As a priest, let me say that we men are not eager to tell women how to dress. Moreover, many of us think that the problem of garb is not limited to sisters' habits. Priests and religious men who live in hot climates (which--by the way--are not limited to mission co'n-tries) often discuss the possibility of having some substitute for the black suits and cassocks. The underlying reason of these discussions is not lack of mortification; it is rather the very important matter of cleanliness, as well as efficiency. Gerald Kelly, S.J. The Religious Habit Reverend Fathers: The article on the religious habit published in the January issue of the REVIEW FOR RELIGIOUS has attracted considerable attention 176 COMMUNICATIONS among the religious of my. community. I am wondering about the reaction of others. Those with whom I have spoken are within the average age group mentioned in the article--at least twenty-five years in religion. Their reaction (like my own) has been one of shock at the revelation of what looks like a deep resentmefit in the minds of certain religious against the inconveniences and occasional" embar-rassment or discomfort caused by the religious habitl May I offer a few comments? 1. The attitude of a religious toward her habit. From the day she receives it, the religious in any well-trained community is imbued with the idea of the sacredness of the "holy" habit. She. regards it as a privilege to wear a garment blessed by Holy Church. On the day of her "clothing" she is reminded that she has put off (at least in will and intention) the "old" self and has puton Christi Each morning thereafter as she puts on her habit she recites a prayer recall-ing the day when she was vested with the nuptial robe indicative of her union with Christ. 2. The care given to the habit is that given to somethi~ng sacred, as, for example, the vestments in the sacristy. It is put on and removed over the head (never stepped out of). It must be lifted on going down stairs or in crossing a muddy or dusty passage. It must be kept free of spots and never allowed to become ragged. 3. Some of the remarks on the time expended on the,care, of the habit seem to indicate that the religious who made these remarks have no idea of the time and care that a woman in the world must consume in keeping well groomed. 4. These religious.applied for the habit they wear. They accepted it along with the rules and customs and the spirit of their particular commu.nity. If today they are disgruntled at its form, might not this be an indication of a falling off in fervor and esteem for the institute whose uniform they once gladly adopted? In regard to the attractibn of vocations, young girls are drawn to particular institutes by their spirit or their work. They accept the habit without criticism and love it for what it represents. 5. It is true that many communities have been loyally putting up with certain inconveniences which custom imposed in the matter of clothing. The sisters of past generations accepted all this in.a spirit of penance. The present-day abhorrence of inconvenience is--alas! 177 COMMUNICATIONS Review for Religious --carried into the convent by many a postulant; but surely her attitude changes as she grasps the meaning of mortification and in the pursuit of "personal holiness" becomes more eager for penance. 6. The Holy See, in its kindly interest in the spiritual progress of dqdicate.d souls, has made aa effort to relieve the religious of incon-veniences arising from the manner of dress designed in far distant days. If each community attends to the rectification of thos~ features of the habit which come under these benign instructions, then indi-vidual religious will have no ground for interior rebellion, much less for outspoken criticism. Suggestions may always be made; surely-- but, should we add, objectively. The personal savor of many of the criticisms published indicated an absorption in self and a seeking of ease that seemed at variance with the striving after perfection which religious life implies. The remarks on the rosary were particularly offe_nsive. 7. It seems a pity that the attitude of seventy-two religious in one small corner of the earth should be taken as indicative of the reaction of thousands of sisters all over the world. Seculars picking up this article will be justly shocked; for they generallyo have the greatest esteem for the religious habit, no matter how antiquated or outlandish it may appear at first sight. 8. There is an old saying--"Cucullus non facit monachum.'" The habit certainly does not make the sister, but it does indicate that the person ~lothed in it is set apart from the world; that the restrictions it imposes are accepted as part of the price of her dedication; and that the uniform of her pai:ticular unit.in the army of the King is worn with an ""esprit de corps'" that cancels all inconveniences and be-stows .on the wearer a certain distinction. I shall be interested in learning the reaction of other religious ¯ communities to Father Teufel's article. Perhaps it was intended to b~ provocative. If the day of persecution should ever ~me (which G~d forbid!) when these same disgruntled nuns would be stripped of the holy habit (weighing ten pounds!) and forced to don a secular dress as light as 14 ounces, what a chorus of lamentation would rise to heaven! Surely in their zeal for reform these good sisters were led by a tempting quegtionnaire beyond the limits of discretion. In their heart 6f hearts they feel, I a.m sure, that they are privileged to wear any religious habit. Surely after twenty-eight years they have 178 May, 1957 COMMUNICATIONS at least in some degree died to the world in order to put on Christ, A Sister Vocal Prayers in English Reverend Fathers: May I make use of the communications department of the REVIEW FOR RELIGIOUS tO invite the opinions of other religious concerning a problem that has arisen in our community in regard to the conversion of many of our Latin prayers into English. I do not refer to the Divine Office or to the Little Office of the Blessed Virgin, but to 'the vocal prayers said in common morning and evening, those before and after meditation, the particular examen, and recently, the grace at meals in English. When we recited these prayers in Latin we used a uniform pitch, recto tono, and the even free rhythm of syllabic chant. Now we are thinking of carrying this method over into the English versions of these prayers so as to keep perfect unison in pitch with a similar rhythm. This poses the problem of modifying the emphasis and weight of the English accent, and submerges the natural inflections of the voice ordinarily used in reading English prose. It seems to us it would be in keeping with the spirit of liturgical prayer to lift our voices above the mundane methods of ordinary speech to a higher form of vocal player similar to the Latin recto tono or liturgi-cal recitative even when it is cast in the vernacular. We should like to know what other communities are doing about this problem. Do they chant English vocal prayers recto tono? Do they strive for the even rhythm of syllabic chant? Are there any printed works on this subject? Since many communities are converting many of their community prayers into English, it seems to me the opinions and practices of other communities will be of interest, not only to our sisters~ but to many other readers of the REVIEW FOR RELIGIOUS. Mother M. Cecilia, O.SIU. Ursuline Convent Paola, Kansas 179 t oo1 Reviews [Material for this department should be sent ~to Book Review Editor, REVIEW FOR RELIGIOUS, West Baden College, West Baden Springs, Indiana.] THE SPLENDOUR OF THE CHURCH. By Henri de Lubac, S.J. Translated by Michael Mason. Pp. 289. Sheed and Ward, New York 3. 1956. $3.50 The original title of the book, Meditation sur l'Eglise, more humbly indicates the source of these reflections which magnificently reveal the splendor of the Church. We are grateful to the author for allowing us to look deeply into his soul on fire '~with an ever-growing affection" for the Church. The subject matter was supplied by informal talks and conferences given largely at days of recollection to priests with whom the author shares the treasures he has so sincerely pr!zed himself. This is consequently not a systematic treatise on the Church or the Mystical Body. Any one desiring an orderly dogmatic treatment had better not begin with this book. A gen-erous acquaintance with the scientific background of the theology of the Church is supposed, but on this new light and unsuspected bril-liancy- is cast by these conferences. What cannot but amaze the attentive reader is the erudition which has gone into the making of this brilliant book.' Tradition is literally pillaged to support the propositions presented, not so much for proof as for a luminous display of the light that has been shed through the ages on the dogma of the Church. The coverage of the literature on the subject, manifest in. numberless footnotes, is formidable, both in regard to the founts of tradition, as well as the pe¥iodical literature in many tongues. It was a pleasant surprise to find Social Order amongst the sources cited. The march of thought in the book may be here briefly outlined though it is not easy to summarize the wealth of material offered. The Church is first of all a mystery, our own myster~ par'excellence. In its dimensions the Church reaches back not merely to the apostles but tO th~ prophets, and Adam himself is to be reckoned with these; and forward to the end of."time. The one Church, however, has two aspects, active and passive, the power that assembles and the assembly thus constituted. The Church is at once our mother and ourselves; pastor and flock, Church teaching and Church taught, but always within unity. It is inspiring to note what further leads such familiar distinctions suggest to the prolific mind of the author. 180 BOOK REVIEWS A fourth chapter examines the. relation between the Church and the Eucharist, "the Heart of the Church." "If the Church is the fullness of Christ, Christ in His Eucharist is truly the heart of the Church" (p. 113). A further chapter faces the conflict that has been introdt~ced by the presence of the Church in the world, creating a rivalry between the two and constant "reciprocal embarrassment," which is really nothing more than the duality set up by the Gospel and postulated by man's dual nature as animal and spirit. The bril-liant subsequent chapter exhibits the Church as "the sacrament of Christ": "she is the great sacrament which contains and vitalizes all the others" (p. 147). There follows a warm exposition of the Church a~ our mother, "E~'Hesic~ ~1ater," which would make profitable read-ing for such as suspect a childish sentimentalism in the words "Mother Church." The author is candid enough to review the difficulties that present themselves to the man who finds his love and loyalty for the Church embarrassed by practical problems that invite criticism. Father De Lubac's solutions build up to a finer and more stable loyalty. The final chapter, "The Church and Our Lady," has appealed to this reviewer as the finest of all, being ~that of greatest length (,50 pages), and covering the treatise of Mariology from an unusual angle. The author begins by cleverly se. lecting,a Barthian denunciation of our position. "It is in Marian doctrine," declares Barth, "and the Marian cult that the heresy of the Roman Catholic Church is apparent --that heresy which enables us to understand all the: rest" (p. 239), Candidly accepting the challenge our author admits as a~.fundamental Catholic thesis that Mary and the Church must be understood togegher, and proceeds to illustrate the thesis by a. detailed review of the Church's liturgy through the centuries, above, all the liturgical, application, of theoCanticle of Canticles to both.Mary and the Church. In this conclu.ding tribute both our Lady and the Church are once again mutu.al!y illumined by a dazzling ~splendor. In its.exterior form and presentation the volume lives up to the high standards ofthe publishers. A'considerable number of errors have crept into the Latin of.the footnotes; .these sh~oulcl be cayefully chec.k~ed before a new. printing.--~AI.O~.s~u~ C. I~E.Xlp~.:R, S.~. . A PATH ~HROUGH GENESIS. By Bruce Vawter, C.M. Pp. 308. Sheed and Ward, New York 3. 1956. $4.00. Nbt many dec~ades ago, it' was ~xibmatic in bibiic~il ~ircles that 181 BOOK REVIEWS Review for Religious "Catholic works are not read." Fortunately, the recent Catholic rev~ival in the field of biblical scholarship has effectively challenged this intellectual boycott. If the axiom is still true nowadays, it is true in the sense that Catholics themselves are not yet acquainted with their own scholars' efforts to enrich their spiritual heritage. Usually, one dan plead lack of time and i~sufficient background for studying the Bible, especially the Old Testament. But Father Vawter has helped put the lie to that excuse. A Path Through Genesis is a concise, informative, and even inspiring introduction to private reading of the Old Testament in general, and of Genesisin particular. Its value as a general intro-duction consists chiefly in its interesting and pedagogically sound treatment of the book which is most likely to present problems to the average reader--the first he meets: Genesis. Wisely, the author has decided to write a guide for the reading of Genesis, rather than a book about Genesis. Selected portions of the ~text are printed in t:ull to save the reader the wearisome task of using two books at ,once. The commentary linking these substantially large passages is most readable, and Father Vawter uses to advantage his gift for delight-fully apt comparisons to help bridge the gap between Hebrew thought patterns and our own. Popular in style, the book is almost com-pletely free of the cumbersome apparatus of scholarship--footnotes, though it is by no means innocent of the results of serious research. In fact, it is rather surprising that the results of careful, painstaking study can be expressed with such disarming simplicity; but such is the reader's happy discovery. The author has thoughtfully included a number of maps, pictures, and diagrams which enable the book to "teach itself." This is not to say that' its reading is effortless, which "would be, after all, a doubtful compliment. With careful but not taxing attention, the book will open the eyes of the reader to the real meaning of Genesis. And it will either remove his groundless fears that "the difficulties of God's book will weaken our faith in Him," or bring the reader out of the "pious daze" that usually afflicts him when he reads the Bible without facing what it says, Father Va~cter's A Path Through Genesis is recommended not just to seminarians and teachers of college religion, but to any seri-ous- minded person who wants to appreciate God's word, especially in the New Testament. For it is hard to see how one can understand the New Testament, especially ~he letters of St. Paul, without being 182 May, 1957 .Book ANNOUNCEMENTS rather well-acquainted with the only sacred writings Paul knew and constantly used. In Father Vawter's ~vords: "I think tliere is no better way to discourage Bible reading than by the oft-repeated advice to 'read the New Testament first, then the Old.' This is one of those witless axioms supposedly based on experience, but in reality pure untested theory." Perhaps the book would be ot~ special interest to teachers of grade-school religion. Even if the matter contained in the book is not directly brought out in class, it should help form the teacher's mental background and help her avoid unnecessarily dogmatic statements about the creation of the world and the "historical facts" in the Bible. It is this reviewer's teaching experience that many well-intentioned but uninformed statements heard by students in the grades have found their reaction in a sophomoric rationalism that appears openly only several years later. In other cases, such remarks have not aided faith, which is, after all, a light, but rather have fos-tered that "pious daze" which befogs the knowledge of God and His striking providence. Any grade-school teacher knows what embar-rassingly straightforward questions can be asked by' those precocious little ones who could well be the Church's most valuable. ~apostles in future years. A wise teacher will need to face such ~i~:t~roblem-filled child not just with an answer, and a sound one at thai, but with her own informed assurance. Father Vawter's book serves this twofold need admirably.--CH~,RgEs H. GIBLI~, S.J. 8OOK AN NOUNCF:/~I=NT~; THE BRUCE PUBLISHING COMPANY, Milwaukee 1, Wisconsin. The Shroud of Turin. By Werner Bulst, S.J. Translated by Stephen McKenna, C.SS.R., and James J. Galvin, C.SS.R, This is the most complete book in English on this controversial question. Though written by one man, it really represents th.e combined work of experts in many fields who allowed the author to use the results 6f "~heir in-vestigations and checked his final copy to make sure that ~th.ey were ~orrectly presented. The photographs are excellent and wogih the ~pric~ of the book. In addition to the information you acquire~in read- 'ing the book, you will find that you. have gained~.,a ,better and more vivid appreciation of what the Passion meant to Christ.° Hence, ~though it is a strictly scientific book, it may well ~erve as spiritual 183 ]~OOK ANNOUNCEMENTS Review fo~" Religious reading. It will make Christ much more real for you. Pp. 167. $4.75. Reflections on the Passion. By Charles Hug9 Doyle. These are short essays, one for each day of Lent except Holy Saturday. They are what you .would expect to hear from a pastor before the p~lrish Mass each day of Lent. Pp. 93. $1.85. Our Saviour's Last Night and Day. By Rev. A. Biskupek, S.V.D. In these brief pages the author gives us a moving account of the Passion of our Lord. He harmonizes the history of the Passibn as given by the four evangelists. Pp. 80. Paper $1.00. The Rubricator. By Earl Dionne. The rubricator is a rotating di~k which indicates "the proper position of any officer of a solemn high Mass at any.part of the Mass. There are four such rubricators: one for the solemn high Mass, one for the solemn requiem high Mass, one for the pontifical solemn high Mass at the faldstool, and one for the pontifical solemn high Mass at the throne. Each sells for $1.00, the set for $3.50. THE DEVIN-ADAIR Company, 23 East 26th Street, New York, 10. A Brief Introduction to the Divine Office. By Joseph J. Ayd, s.J. Revised by James I. O'Connor, S.J. Seminarians and all who are trying to learn the Divifie Office will find this book very hel'pful. Pp 7. $0.3~. FIDES PUBLISHERS ASSOCIATION, 744 East 79th Street, Chi-cago 19, Illinois The Journal of aSouthi~rn Pastor. By J. B. Gremillion. Many a problem of pastoral theology is presented, and dis~cussed ifi these pages which you will not find in the standard texts on pastoral theology, for .they w~re not problems when the texts wei'e written. Pp. 305. $3.95. M. H. GILL AND SON, LTD., 50 Upper O'Connell Street, Dublin, Ireland. The Incurable Optimist and Other Spiritual Essays. By Robert Nash, S.J. Father Nasb has a talent for putting the truths of faith, particularly as they concern the trivialities and cafes of every day livi'ng, in an interesting and ,striking way. 'The essays first appeared in The Sunday Press, Dul~lifi. You may judge his popularity by the 184 May, 1957 BOOK ANNOUNCEMENTS fact that this is the third collection of his essays to be published. Pp. 112. 6s. B. HERDER BOOK COMPANY, 15 S. Broadway, St. Louis 2, Missouri. Handbook of Ceremonies. By John Baptist Mueller, s.J. Revised and re-edited by Adam C. Ellis, S.J. This seventeenth edition of a very popular handbook has been completely revised and, to a great extent, re-written to bring it into conformity with the ne# rubrics for both Mass and office. Even the new ceremonies for Holy Week are included. The musical supplement is now printed in the Gregorian notation. You will like everything about this book with the possible dxception of its price. Pp. 482. $6.50. THE LITURGICAL PRESS, St. John's Abbey, Collegeville, Minnesota. Meditating the Gospels. By Emeric Lawrence, O.S.B. The two leading ideas of this new meditation book are: prayer is a convers