Skip to main content

«ONE OUGHT TO KNOW WITH WHOM ONE IS DEALING»

Chapter One

Knowing your enemy is half the battle.

This was the Bolsheviks’ motto as they studied imperialism, just before the dark night of Stalinism swallowed up the extraordinary endeavour that was the October Revolution: a study carried forward not in centres of academic learning, but in the theoretical and political battle that every generation of revolutionaries has had to face. For Marx, the task was to understand the moves of the rising English, French and German bourgeoisies, and how a reactionary Tsarist Russia was attempting to oppose them. For Lenin, the task was to interpret the struggle between the imperialist powers at the historical crossroads of 1914, at the outbreak of the first imperialist world war. In the crisis of the 1930s, struck down by the Stalinist counter-revolution, the next generation was unable to carry forward the task. The result was the abyss of the Second World War, a poisoned chalice that the world proletariat was forced to drink to the dregs without being able to resist either that appalling massacre or becoming enslaved by the ideologies of Yalta.

When the war ended, it all had to be done over again. For the new generation, the task was to reconstruct the basic principles of internationalism, to build an organisation, and to embark on a difficult apprenticeship in order to reclaim the analytical and strategic method that would enable it to confront the multiple powers of the class enemy: American, Russian, Italian and European imperialism.

One ought to know with whom one is dealing. Thus wrote Marx to Engels in November 1853. It wasn’t by chance that Marx, seventy years before the Bolsheviks, was posing himself the same problem. The political battle against the Palmerston government, and the attempt to provide the Chartist movement with a theory of revolution, had caused him to go back to the study of foreign policy. For the vanguard of the English working-class movement, penetrating the mysteries of international politics meant defending the movement’s autonomy, shunning the siren voices of liberal policies, and unmasking the plots the Liberals were hatching in Europe.

Marx took the strategy-party one step further along its path. In the London of 1853, knowing with whom one was dealing meant guarding one’s autonomy from the forces of the English bourgeoisie; in Germany, in dispute with Ferdinand Lassalle, it meant defending that autonomy from Otto von Bismarck’s Prussian statism; in France, from the myth of Louis Napoleon, «liberator of peoples.

In the First World War, imperialism’s first global conflict, it was Lenin’s task to go onwards and upwards, in search of a strategy that would be equal to the new era. The theory outlined in Imperialism, and the principle of autonomy from all the warring powers, formed the basis of the internationalist strategy adopted by the revolutionary Left at the Zimmerwald Conference, and the tactic of revolutionary defeatism opened the way to October 1917.

In the 1950s, knowing with whom one was dealing was a hard-won achievement that we can follow throughout the single political battles. But it is most productive to begin with the conclusion drawn by Arrigo Cervetto fifteen years after the struggle started, when he finalised his formulation on the «true partition» between the USA and the USSR, and on the balance of power involved in the Yalta partition. Cervetto’s 1968 conclusion started from an explicit critical revision of the theories that between 1947 and 1953 forecast war between America and Russia:

[...] the prospect of a US-USSR war formulated by a number of groups from 1947 to - was an ideological abstraction and not the result of a Marxist analysis. Without the application of Marxist science, there could not be a strategy that would illustrate the prospects for the revolutionary struggle and guide the tactical behaviour of the revolutionary proletariat.

Without a clear strategic vision, a truly revolutionary party could not exist, since the definition of ‘revolutionary party’ can only be attributed to a political body that operates objectively in the process of the laws of movement of society since it is consciously aware of its development, follows its evolution, anticipates its outcome, and regulates all its tactical actions according to a specific coordination or, rather, according to prospective coordinates. [...]

The United States and Russia did not, and do not, have serious disagreements in Europe. They had and still have them in Asia, Africa and the Middle East, but not in Europe. Those who conceived and conceive of such disagreements in Europe cannot be Marxists, since they imagined and imagine that a historical, social and political reality – European imperialism – has disappeared.4

The balance-of-power theory

Two articles, in March and April 1980 – ‘Europe, Too, Aims at the Persian Gulf’ and ‘Marx and Engels on the Question of Inter-State Relations’* – take up the thread of the true partition. These articles can now be found in The World Contention and the introduction to Unitary Imperialism.

The division that came out of the Second World War is set within the framework of the Marxist use of equilibrium theory:

Amadeo Bordiga held that Yalta signalled the triumph of US imperialism and the financial conquest of the so-called socialist markets by the USA. At Yalta, the ‘mighty dollar’ lent US imperialism an air of supremacy that made it appear a super-imperialism, which could not be seriously challenged even were the European imperialisms to achieve their eagerly sought-for recovery.5

Cervetto takes up the issue of post-war imperialist competition with Bordiga as being one of method even before being one of analysis:

In our opinion, relationships between imperialist powers cannot be deduced exclusively from financial relations, since these, which are based on economic power, represent a series of concrete relations. But ultimately, relations between economic powers become relations between States, giving rise to a system of checks and balances. The concept of equilibrium, widely employed by Marx and Engels in analysing the international relations of last century**, is useful in representing the action of multiple economic powers acting via a multiplicity of States that objectively exist within a system of reciprocal relations. The action of economic powers on the world market brings about shifts and movements within politisai superstructures; such movements cannot take place directly, but only through the political super-structures themselves. In the field of world politics, this means through States.6

The article continues by discussing global equilibrium, a concept arising from the consideration that a relationship between only two economic powers, between only two States would not require a concept of balance for the purposes of analysis, nor would it be of specific interest to Marxist science in considering international relations. What is actually under consideration is the relationship between multiple economic powers and between a multiplicity of States, and to the complexity of economic analysis is added the complexity of an analysis which must of necessity focus specifically on effects such movements have on the system of States.

The Yalta partition was an example. Uneven capitalist development had halved the importance of the USA in relation to Japan, Germany and France, and it became necessary to clarify how much real substance remained to «the power relations formally established at Yalta»:

In reality, from the economic-power-relations point of view, the answer is: not much. Bordiga’s criterion, set according to financial power relations, is not much help in understanding the actual evolution of relations between powers. In order to extricate ourselves from this tangle of contradictions, we need to reset the focus onto the system of States and take up the issue in terms of the balance between powers.7

Only the concepts of the balance of power or ‘politics of equilibrium’ could explain that contradictory dynamic, and subsequently Cervetto sketched in bold the concepts expressed twelve years previously in his analysis of the «true partition»: the American power was supporting the relative weakness of the USSR, with the aim of keeping Germany and Europe divided.

Inter-State uneven development and balance of power – a specifically Marxist use of equilibrium theory – were key concepts in the formulation Cervetto developed of unitary imperialism. They are echoed in an April 1980 article, which was later to form the first part of the introduction to the book Unitary Imperialism. In the concluding section of this introduction, Cervetto rejects that there is any contradiction between the Marxist theory of imperialism and the balance-of-power theory. He also rejects the theory that the trend is towards organised bipolarism:

The State system can no longer be described in terms of balance, since there is no longer any chaos of powers to balance: the States are grouped around two poles, America and Russia. The world is no longer disorganised into a plurality of powers, but organised into two direct blocs by two superpowers, each with an atomic arsenal and forced to observe joint, agreed-upon rules in inter-State relations.8

* A. Cervetto. Unitary Imperialism – Vol 1. Reproduced in English édition Science Marxiste 2014.

MISSING!

** The 19th century.

Theory and the ‘strategy-party’

Cervetto was referring to theories typical of the ‘bipolar’ debate of the 1970s, but theories and ideologies closely associated with this had existed from the very beginnings of bipolarism. As we shall see, such theories heavily influenced the diverse meanings that clustered around the concept of unitary imperialism in GAAP’s internal debates on the issue during the early 1950s. Cervetto’s theory linked theory of imperialism, law of uneven development and equilibrium theory:

This kind of analysis, as we have summed it up, corresponds neither to the reality of the world system on the one hand, nor to the Marxist theory of imperialism on the other. The latter deserves the credit of having identified the law of the uneven development of capitalism which is expressed in the impossibility of the stable duration of two blocs frozen by two superpowers, amidst the decline of some powers and the rise of others.

The uneven development of capitalism leads to a dynamic of plurality of powers that in turn leads to a plurality of poles.9

In 1980 Cervetto’s conclusion was that, our analysis of the imperialism of the past decades had demonstrated that uneven development had not strengthened bipolarism, but multipolarism. As a consequence of the increasing complexity of competition, analysis of international relations required a coherent scientifically based development of equilibrium theory.

1980 was the start of the new contention that would do away with the Yalta balance. The new season was announced by the invasion of Afghanistan, the challenge created by the euromissile rearmament, and tensions in Eastern Europe and around the Euro-Russian gas pipelines. It is worth noting that Cervetto wrote of «development» of equilibrium theory – hence of deepening and widening this theory – and not merely a revision of it.

Every crisis, every war, every moment of definition in imperialist relations and hence in Marxism’s strategic vision, required such an effort. To study the genesis of the result of this theory, to link it with fifty years of Marxist analysis of international relations, to see the practical and immediate implications for the party’s establishment and for its political autonomy, means retracing the stages of the organisation’s development in the light of the history of the strategy it has formulated.

Popular posts in the last week

The EU Commission Plans for Rearmament and a Clean Industrial Deal

Internationalism No. 71, January 2025 Page 2 From the series European news Following the European elections which took place on June 6th - 9th, the leaders of the Member States met on June 27th at the European Council. Ursula von der Leyen was nominated as president of the next European Commission, after she was chosen as the European People’s Party’s (EPP) Spitzenkandidat (“leading candidate”). The agreement also included the election of former Portuguese Prime Minister Antonio Costa as president of the European Council, and the appointment of former Estonian Prime Minister Kaja Kallas as High Representative of the Union for Foreign Affairs and Security Policy. Subsequently, on July 18th, Parliament elected von der Leyen as president of the Commission by an absolute majority, with 401 votes out of 719 MEPs. On September 17th, von der Leyen presented her team of commissioners to the European Parliament and, two days later, the Council adopted this list of...

The Fourth Plenum of China's War Preparations

Internationalism No. 83, January 2026 Page 2 According to Nicolas Baverez of Le Figaro , China’s proposed Five-Year Plan for 2026-2030, accepted by the Fourth Plenum of the CCP Central Committee, marks China’s transition to a war economy . At the national level, the focus would not be on rebalancing demand, but on reducing dependencies in order to resist external pressures and international sanctions. War preparations, writes the French economist, are now fully integrated into China’s economic development strategy. In our view, it would be more accurate to speak of a rearmament economy , since no major power has yet moved towards the proportions of a full-scale war effort, i.e., military spending historically measured in tens of percentage points of GDP. Instead, the variations have so far been a few percentage points and fractions of a point. This does not mean that there is no rearmament process affecting the economy and society as a whol...

“Polish Moment” at Risk

Internationalism No. 78-79, August-September 2025 Page 3 From the series European news In July, the strategic triangle of London-Paris-Berlin was strengthened with the Northwood Declaration, in which the United Kingdom and France signalled the possibility of coordinating the use of their nuclear weapons through the creation of a “Nuclear Steering Group”, and with the Kensington Treaty, an Anglo-German defence pact. These agreements complement the Franco-British agreements of Lancaster House and the Franco-German Treaty of Aachen. Although Poland signed the Treaty of Nancy with France in May 2025, it was excluded from the recent “E3” consultations, in which only the United Kingdom, France, and Germany participated. Nevertheless, the establishment of the new government led by Donald Tusk, the Civic Platform (PO) leader, in the October 2023 elections, after eight years of antagonism with Brussels under the Law and Justice Party (PiS)-dominated government, ha...

The National Gamble of Poland

Internationalism No. 33, November 2021 Page 3 From the series European News In a lawsuit brought by Prime Minister Mateusz Morawiecki, the Constitutional Tribunal, which is composed of judges chosen by the government, ruled that fundamental parts of the EU Treaty are incompatible with the Constitution of the Republic of Poland. This ruling thus denies the primacy of European law over national law, undermining both the political assumption of continental integration and the supranational character of the EU . Vectors of Polish history We can shed light on this event if we consider the four field vectors that cross Poland: its traditional ethnic-religious nationalism, its marked Atlantic tropism, the objective attraction exerted by the European force field, and the looming threat of Russia. The general picture is global collisions: China’s irruption and the crisis in the world order have put pressure on Warsaw to define its st...

Crisis in Europe’s Auto Industry: Labour Struggles, Class Conflict, and the End of Social Partnership

Internationalism No. 71, January 2025 Page 16 We have on several occasions pointed to the automobile manufacturing sector as an indicator of the shifting economic and, consequently, political balance of power between States. It is inevitable that this also applies to the dynamics of the labour market and therefore to the balance of power between classes. A new social cycle The emergence of the Chinese imperialist giant is also shaking up social relations in the old metropolises. We have defined this moment as the descending phase of social-democratisation , the era in which the “conquests” of the previous ascending cycle are called into question. It is the phase in which what was believed to be guaranteed, including in terms of employment relationships, is in danger of being lost. What appears at first glance as merely an effect of technology (in this sector, specifically the development of the electric car) in fact reflects a more general shift in influenc...

Factional Struggle and the Violence of Capital in Iran's Repression

Internationalism No. 84, February 2026 Pages 4 and 5 At the time of writing, bloody repression seems to have quelled the mass protests in Iran that began in late December and spread to nearly 200 towns and cities across all of Iran’s 31 provinces. The dynamics of these protests recall those that erupted in 2017 and 2019: both were similarly marked by rising living costs and subsidy cuts, abuses by the religious police in enforcing the veil on women (especially students), and the involvement of ethnic minorities. According to international estimates, the victims of those previous waves of repression amounted to 400 and 550 respectively, while there is still uncertainty about the scale of today’s massacre, with estimates ranging from 2,000 to 20,000 victims. Iranian government sources, quoted by Reuters , mention 2,000-5,000, and Supreme Leader Ali Khamenei himself, in a speech on January 17 th , speaks of thousands of deaths and enormous damage c...

Speculative Race for Charging Stations

From the series The world car battle If at the beginning of the 21 st century electrification had technological limits in batteries, both in terms of cost and range, these are now partly overcome, because electric cars have a range of 240-450 km, more than enough for 95% of journeys of less than 50 km. The major obstacle remains the construction of a network of charging stations and their integration with the electricity grid. The race between China, Europe, and USA UBS Evidence Lab, a team of UBS bank experts working in 55 specialised labs to provide data on investment decisions, predicts that cost parity between electric and internal combustion cars will be achieved in 2024 [ Inside EVs , October 20th 2020]. By then, the development of car electrification will be self-sustaining without government subsidies. Bloomberg New Energy Finance (BNEF), in its report Electric Vehicle Outlook 2020 , estimates that by 2022 carmakers will have 500 different models of electric cars avai...

The Unstoppable Force: Capital’s Demand for Migrant Labour

Internationalism No. 78-79, August-September 2025 Page 16 “Before Giorgia Meloni became Italy’s prime minister, she pledged to cut immigration. Since she has been in government the number of non-EU work visas issued by Italy has increased”. This is how The Economist of April 26th summarises the schizophrenia of their politics; and this is not only true in Italy: “Net migration also surged in post-Brexit Britain”. The needs of the economic system do not coincide with the rhetoric of parliamentarism. And vice versa. Schizophrenia and imbalances in their politics Returning to Italy, the Bank of Italy has pointed out that by 2040, in just fifteen years, there will be a shortage of five million people of working age, which could lead to an estimated 11% contraction in GDP. This is why even Italy’s “sovereignist” government is preparing to widen the net of its Immigration Flow Decree. The latest update, approved on June 30th, provides for the entry of almost ...

India’s Lift-Off

Internationalism No. 84, February 2026 Page 13 From the series The world steel battle Just over fifteen years ago, in the article “La rincorsa siderurgica dell’India” [ India’s Steel Catch-Up , April 2010], we focused on the rise of the Indian steel industry. Today, it ranks among the world’s giants and second only to China, having overtaken the United States, Japan, and finally the EU-27 plus the United Kingdom. In the early months of 2025, the annual growth rate of Indian steel production was still above 10%, compared with stable figures not only for global production but also for Chinese output. Alongside the advance of the national steel industry, Indian families at the head of major steel groups are increasingly active internationally. In addition to the Mittal and Tata dynasties, Gupta’s Liberty Steel and the two branches of the Jindal family are now present on the global market. ...

The Defeat in Afghanistan — a Watershed in the Cycle of Atlantic Decline

In crises and wars there are events which leave their mark on history because of how they make a decisive impact on the power contention, or because of how, almost like a chemical precipitate, they suddenly make deep trends that have been at work for some time coalesce. This is the case of the defeat of the United States and NATO in Afghanistan, which is taking the shape of a real watershed in the cycle of Atlantic decline. For the moment, through various comments in the international press, it is possible to consider its consequences on three levels: America’s position as a power and the connection with its internal crisis; the repercussions on Atlantic relations and Europe’s dilemmas regarding its strategic autonomy; and the relationship between the Afghan crisis and power relations in Asia, especially as regards India’s role in the Indo-Pacific strategy. Repercussions in the United States Richard Haass is the president of the CFR, the Council on Foreign Relations; despite having ...