Drivers of Instability and Effects on our Democracies

Modern democracies are under growing strain. Technological acceleration, climate stress, and geopolitical conditions place increasing pressure on our institutions, while institutional capacity is declining and trust in knowledge, science, and governance is weakening. The potential results of this instability is the collapse of democratic capacity to face the challenges of the 21st century.

We organize our research around two linked questions:

What is driving instability in modern democracies?

How do those pressures affect our societies and institutions?

Lena River Delta, Russia | NASA

Drivers of Instability

We examine the structural forces pushing our societies toward instability, including:

  • Technological disruption, particularly AI and information systems

  • Environmental and climate pressures, resource stress, and degradation

  • Geopolitical shocks, conflict, migration, and demographic change

Effects on our Democracies

We look at how these pressures translate into stress on democratic capacity, including:

  • Weakened knowledge and information systems

  • Loss of trust in science and public institutions

  • Strain on courts, constitutions, and checks and balances

  • Fragility in governance and electoral systems

Together, these dynamics create a serious risk: Democracies losing the ability to know what is true, coordinate collective action, and respond coherently to large-scale challenges.

The GIE Foundation publishes well-researched, policy-focused Commentaries examining how key instability pressures are evolving and how they affect democratic capacity in practice - and providing recommendations on what democratic societies can do about them.

Topics include:

  • Demographic decline and its implications for governance and social cohesion

  • AI transparency and trust in public and institutional decision-making

  • Polarisation, tipping points, and fragility in democratic systems

  • Defence, security, and public communication in democratic societies

  • Environmental and resource pressures shaping political stability

We publish Commentaries on a rolling basis. Additional pieces will follow as new risks, pressures, and potential leverage points emerge.

European Resilience

Europe's democratic institutions were built for a different world. They now face simultaneous pressures - geopolitical competition, defence and security, the governance of new technologies, and the fragmentation of the information environment - that test their legitimacy, coherence, and capacity in ways their architects did not anticipate. Our European Resilience series examines these pressures across the domains where they are most acute. The question running through all of it is the same - whether and how European democratic institutions can adapt quickly enough, and on terms that preserve rather than erode the democratic foundations they rest on.

Check out our European Resilience series here, which explores the governance challenges facing European democratic institutions in changing geopolitical, environmental, and technological circumstances.

Commentaries

Below are GIE Foundation’s Commentaries in the main Drivers of Instability & Effects on our Democracies series. These Commentaries seek to identify a specific leverage point where intervention can materially improve an aspect of stability in our democracies, and provide directional policy recommendations.

Kareem Mathias Kareem Mathias

The Collapsing Credential: The AI Era Demands a New Model for Education

The four-year university degree has functioned, imperfectly but durably, as the mechanism by which Western societies decide in significant part upon the allocation of opportunity. Generative AI has broken the link between earning that credential and demonstrating the competence it claims to certify. Employers already knew the signal was degrading. Now they have reason to stop trusting it entirely.

When credentialing fails, hiring reverts to who you know. This is a reversion to pre-meritocratic allocation, and it compounds every existing inequality in the system. The democratic consequences of a less transparent, less meritocratic, less contestable sorting mechanism are serious, and almost entirely absent from the current policy debate.

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Sam Illingworth, Bennett Iorio Sam Illingworth, Bennett Iorio

Reclaiming Human Skills as Core Skills in the Age of AI

Democratic societies run on a set of human capacities that no industrial taxonomy has ever named accurately: Judgement, empathy, critical reasoning; the willingness to be persuaded by evidence and the courage to refuse to be persuaded by power. We have called these capacities 'soft' for fifty years, systematically underpriced and underrepresented them, and built institutions on the assumption that they can be added back in later if we need them.

AI adoption inside public institutions is now accelerating that error - removing human judgement from the front line of courts, benefits agencies, schools, and regulatory bodies, and calling the result an efficiency gain. The consequences are not merely labour-market consequences; there are dire ramifications for the stability and health of our democratic societies, and the policy response currently being constructed across the OECD is asking the wrong question.

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Brent van der Heiden, Bennett Iorio Brent van der Heiden, Bennett Iorio

Who Owns the Map: Data Sovereignty is Required to Protect Democracy

Mapping is a political act. From the earliest cadastral surveys to modern navigation platforms, to map is to govern: Determining what is visible, what is counted and addressed, and what is not. Control over spatial data has always carried political consequence. What has changed is the scale, the granularity, and the speed at which that data now moves through systems that most citizens do not see and most governments do not adequately regulate. The same location data that underpins navigation, urban planning, and emergency response also flows through broker markets to advertisers, hedge funds, and state agencies, with minimal legal constraint in much of the world, and none at all in a substantial part of it.

AI and big data analytics have made that data exponentially more legible and exploitable than it was even a decade ago, and the technology is accelerating faster than the governance response. Decentralised mapping offers new possibilities for citizen participation and democratic ownership of spatial infrastructure, but only under governance conditions that do not yet widely exist. But without them, decentralisation risks producing a more complete surveillance architecture than older state systems ever possessed. Data sovereignty over spatial data is one of the most important and overlooked mechanisms by which we protect our democracies in the age of ubiquitous connectivity.

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Lukas Lyrestam, Bennett Iorio Lukas Lyrestam, Bennett Iorio

When Nothing Is Trustworthy: AI, Transparency, and Democracy

AI-generated audio and video are now cheap, fast, and increasingly indistinguishable from reality. The immediate harms - fraud, manipulation, harassment - are already visible. Deepfakes and other generative content are already influencing the outcomes of elections, the fluctuations of markets, and the course of society. This is dire. But the deeper risk still is the erosion of trust in evidence itself. As synthetic media proliferates, our institutions are losing their ability to anchor a shared reality, and our democratic capacity will degrade.

Transparency standards - provenance, watermarking, and verification systems - are a serious part of the infrastructure needed to stabilize the information environment. Adoption, interoperability, and enforcement will determine whether they have any meaningful effect on institutional resilience, and ultimately, if we can use these tools to protect our democracies.

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Nick Rowcliffe Nick Rowcliffe

Shrinking Humanity

Human fertility is falling more widely and faster than previously recognized. Sustained demographic decline has the potential to destabilize the foundations on which modern democracies are built. Pension systems, urban planning, fiscal structures, labor markets, and innovation ecosystems all rely on stable or growing cohorts. When each generation is smaller than the last, age structures distort and dependency ratios rise, and geographic, wealth, innovation and economic imbalances will intensify. These pressures will strain the social contract and institutional legitimacy. Treating demographic decline as a secondary or distant issue risks embedding structural fragility into democratic systems. Governments and the UN should recognize sustained below-replacement fertility as a long-term stability challenge and respond with the same seriousness accorded to other global catastrophic risks.

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Florian Jehn Florian Jehn

Strong Democracies are a Necessity for Crisis Management

Democratic capacity determines whether societies withstand shocks or fracture under them. Systems with accountable leadership, strong legitimate institutional capacity, and real public participation objectively plan better, respond faster, and avoid the worst disaster outcomes. Where these foundations erode, crises escalate, recovery can falter, and instability ultimately compounds. In an era of catastrophic risks, democratic backsliding is a direct driver of societal fragility, and our democracies may not be able to adequately face the challenges of the 21st century without strengthening our democratic systems themselves.

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Nick Rowcliffe Nick Rowcliffe

The Atlantic Divide on Parking Reform

European cities are more advanced compared with North American ones in reconciling the automobile with sustainable, liveable urban areas. But on both sides of the Atlantic there is more to do to address the high costs of mass automobile parking and over-reliance on private vehicles for urban journeys.

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Bennett Iorio Bennett Iorio

Modeling State Recognition as a Displacement Stabilizer in the Horn of Africa

Outdated diplomatic orthodoxy is blocking Somaliland’s role in stabilizing the Horn of Africa. A pragmatic shift is urgently needed to reflect the territory’s de facto governance and relieve mounting displacement pressures. Recognition or functional inclusion would unlock access to aid, security cooperation, and climate finance, tools Somaliland already has the capacity to use. Failing to act leaves migration unmanaged, maritime routes exposed, and one of the most stable actors in the region excluded from solutions.

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Nick Rowcliffe Nick Rowcliffe

Rebooting Nuclear Safety Regulation for the Electrification Era

Outdated and over-precautionary safety regulation is holding back nuclear power. A bold rethink is urgently needed to enable capacity expansion at lower cost. This is vital to unlock nuclear’s unique potential to meet fast-rising demand for reliable, affordable electricity while also driving down greenhouse gas emissions.

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Ana Emdin, Bennett Iorio Ana Emdin, Bennett Iorio

Mercy Outlasts Missiles

A century ago, amid famine and revolution, the US mounted a huge humanitarian relief mission, feeding millions in Soviet Russia. As the war in Ukraine drags on, this forgotten act reminds us that compassion is not weakness but geopolitical wisdom.

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Bennett Iorio Bennett Iorio

AI on the Frontlines

Large-language models are being used intensively by both sides in the Ukraine war, demonstrating their potential for offensive propaganda, but also how far they can help defend against political disinformation. Can AI help democracies win the information war?

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From the Page to the Podcast: Our Contributors in Conversation

GIE Foundation is proud to partner with and sponsor L4T - The Podcast, hosted by Rosalia D'Agostino and Giacomo de Gregorio.

Following the publication of each new Commentary in our Drivers of Instability & Effects on our Democracies series, our researchers join L4T to discuss their findings, the policy implications, and the broader questions their work raises.

Watch our contributors on the podcast below.

Sam Illingworth and Bennett Iorio on L4T podcast discussing Reclaiming Human Skills as Core Skills in the Age of AI

Brent van der Heiden and Bennett Iorio on L4T podcast discussing Who Owns the Map: Data Sovereignty is Required to Protect Democracy