Author: ln

Between Progress and Pushback: Latvia and the Istanbul Convention

Posted on November 17, 2025 | Policy Brief

Protester holding a sign during a nighttime rally addressing Latvia Istanbul Convention Withdrawal.

On 25 September 2025, the Latvian Parliament voted to begin the process of withdrawing Latvia from the Council of Europe Convention on Preventing and Combating Violence Against Women and Domestic Violence (Istanbul Convention). This vote has been met with growing mass protests. We provide some background to understand the political and societal movements that underlie these events. Survey data shows that (a) violence against women is prevalent in Latvia and (b) there is public support for legislation aimed at combating a major expression of gender-based violence, such as intimate partner violence. However, the Latvian public appears polarized on perceptions about women’s and men’s roles in society, which might conflict with the Convention’s call for States to combat gender stereotypes. The vote’s significance in terms of Latvia’s geopolitical positioning between the EU and Russia also contributes to making the Convention a polarizing issue.

Introduction

Latvia ratified the Istanbul Convention in November 2023. The Convention entered into force on 1 May 2024. Since then, significant political debate has emerged around its continued implementation, with strong calls from some political parties and civic groups to withdraw. On 25 September 2025, the Saeima, Latvia’s parliament, considered withdrawal. On 31 October, Saeima voted to withdraw from the Istanbul Convention (56 in favor, 32 against). President Edgars Rinkēvičs, noting the potential harm to Latvia’s international standing, returned the law to the Saeima. Lawmakers then postponed further action until after the October 2026 elections. Mass protests erupted in the Latvian capital against the possible withdrawal. If the next Parliament pushes the withdrawal process to completion, Latvia will be the first EU country to withdraw from the Convention and the second among the original signatories to do so, after Turkey.

This policy brief outlines the background to the parliamentary vote and subsequent mass protests, traces the political process behind them, assesses their geopolitical significance, including Russian influence in Latvian politics, and considers whether the vote reflects a wider societal move away from the Convention’s core principles.

“We Don’t Say Gender Here”

The debate in Latvia centres primarily on concerns around the term “gender”  and how social roles are defined under the Convention, rather than its core aim of preventing violence and protecting victims. Specifically, Article 3(c) of the Convention defines gender as “the socially constructed roles, behaviours, activities and attributes that a given society considers appropriate for women and men.” This definition is instrumental in understanding violence against women as a fundamental expression of patriarchal norms that assign rigid roles in society to men and women. Such understanding is, in turn, considered a precondition for a holistic approach in combating gender-based violence (GBV) that includes legal protections but also profound cultural transformations. The controversy in Latvia surrounding this definition of gender, as opposed to biological sex, sits within a broader Latvian paradox. On the one hand, Latvia has a strong representation of women in the labour market and leadership – it ranks second in the European Union in terms of women in managerial positions (although this representation is weaker for political leadership; see Gerber, 2021, for more details). On the other hand, gender-role attitudes remain traditional: Latvia has one of the highest shares in the EU of respondents who believe caregiving is primarily a woman’s responsibility and consistently shows one of the largest gender gaps in time spent on care-related unpaid work (Ministry of Welfare of the Republic of Latvia, 2024; Statistics Latvia, 2024; European Institute for Gender Equality, 2023).

The concept of “gender” as a social construct has entered Latvian public discourse only recently, and there is no widely accepted everyday equivalent for the English word in the Latvian language. The term used in institutional and policy contexts, sociālais dzimums (literally “social sex”), is technical and unfamiliar to many Latvians. In general usage, “dzimums” refers to biological sex, and historically, Latvian policy and legal frameworks have operated under this binary understanding (Kalnbērziņa, 2023). Proponents of withdrawal, largely from conservative and nationalist political parties, argue that the Convention introduces ideas about “gender” that conflict with Latvian cultural values, family roles, and existing legal frameworks. For these actors, the Convention is perceived, or framed, less as a tool for protection against violence and more as a vehicle for social change initiated from outside, which, as such, allegedly undermines sovereignty.

Parties’ Positioning on the Convention

Against this background, political parties’ standing on the Convention has defined new fractures within the Saeima and in society more broadly, quickly becoming an increasingly polarizing matter with high significance for government stability, democratic representation, and alignment with EU core values. Although public debate has focused on ideological disagreements over gender, political dynamics played a significant role in the 2025 vote on withdrawing from the Istanbul Convention. New Unity, the largest party in the Saeima, led by Prime Minister Evika Siliņa, previously broke with its government coalition partners, the National Alliance and United List, to form a new coalition with the Greens and Farmers Union (ZZS) and The Progressives, partly to ensure the ratification of the Convention. The resulting government was sworn in September 2023 without new Parliamentary elections. The National Alliance and United List, long opposed to the treaty’s gender terminology, viewed this shift as a betrayal by New Unity and have since aligned more closely with Latvia First and For Stability! to push for withdrawal. Meanwhile, ZZS, a major player in Latvian politics, first supported ratification but later backed withdrawal, raising questions about policy consistency as its deputies effectively voted against their own earlier decision.

The result has left the governing coalition – still composed of New Unity, The Progressives, and ZZS – weakened and politically divided, with opposition parties exploiting the moment while the 2026 budget process remains critical. The situation also placed pressure on President Edgars Rinkēvičs, who eventually decided to return the withdrawal law to parliament, mentioning concerns over potential harm to Latvia’s international standing as a key factor behind his decision. He recommended that the issue should be reconsidered after the elections in 2026. Overall, political repositioning and coalition instability have become deeply intertwined with a key human-rights commitment. One side, mirroring ultra-conservative rhetoric across Europe, criticized the treaty as promoting “gender ideology,” encouraging sexual experimentation, and harming children. Supporters countered that these claims amounted to anti-EU rhetoric.

At the same time, public mobilisation has been significant. Over ten thousand people have gathered in multiple peaceful demonstrations in Riga to oppose withdrawal, expressing concern about potential setbacks to women’s rights and victim protection (Meduza, 2025; Hivert, 2025). International organisations have also highlighted that withdrawal would place Latvia in a unique position within the European Union, as no other EU member state has sought to leave this treaty (Amnesty International, 2025).

Geopolitical Significance

The Saeima’s vote to withdraw from the Istanbul Convention risks undermining Latvia’s long-built reputation as a Nordic-style liberal democracy with strong human-rights standards. If the withdrawal decision becomes law, Latvia would stand as the only country in the Nordic-Baltic Eight (NB8) outside the Convention, while Lithuania continues toward ratification. The move prompted an unusual diplomatic intervention: parliamentary speakers from several NB8 states and ambassadors from 15 close partners urged Latvia to remain in solidarity on violence prevention (Collier, 2025). These appeals were ignored. Internationally, Latvia would be grouped with Turkey as the only states to exit the treaty, raising concerns among partners about backsliding on women’s rights and domestic-violence protection. Observers warned that this decision could (and may still in 2026) reverse decades of work to portray Latvia as a modern, progressive European state, instead reinforcing outdated “post-Soviet” stereotypes. Rebuilding credibility requires diplomatic effort and clear, effective national action to protect victims.

It is also significant that the disagreement with other NB8 countries occurs at a time when, otherwise, there is growing cooperation between the NB8 members, in part in response to the geopolitical realities that make Latvia’s relationship with other EU and NATO members arguably ever more critical.

Geopolitics also matter because monitoring and survey data indicate that gender-related policy debates in Latvia are susceptible to wider geopolitical narratives. Approximately one-third of Latvian respondents believe that gender equality policies are “imposed by the EU,” a sentiment that is significantly more common among Russian-speaking residents (EC, 2017, 2019). Analyses of Latvian media ecosystems show that narratives opposing “gender ideology” are regularly amplified in Russian-language outlets, linking such policies to moral decline and loss of national identity (CEEPS, 2023). These framings align with broader Kremlin messaging, which positions European human-rights norms as threats to cultural sovereignty (EUvsDisinfo, 2024), though there is no evidence of direct Russian intervention. However, the Latvian State Security Service has noted that debates on gender and family values are used as entry points for polarisation and for undermining trust in Latvia’s Western partnerships (Latvian Security Service, 2024).

Taken together, this suggests that the controversy surrounding the Istanbul Convention does not occur in isolation. Rather, it intersects with information influence efforts that exploit pre-existing societal tensions around identity, norms, and Latvia’s European orientation.

What about Incidence and Perceptions Around Gender-based Violence in Society?

Meanwhile, survey data indicate that gender-based and domestic violence remain a significant and often under-reported problem in Latvia, suggesting that improvements in gender equality in the workplace have not yet translated into safety within households.

Estimates based on a 2021 survey on gender-based violence by the European Institute of Gender Equality (EGEN) show that one quarter of Latvian women aged 18-74 have experienced physical or sexual violence since the age of 15, and 16% have experienced violence from their intimate partner (IPV). 23% of these women had not told anyone about the violence before the survey interview. Notably, in 2022, Latvia also reported the highest femicide rate in the EU, with 2.9 women being intentionally killed by their partner, former partner, or family member per 100,000 inhabitants. The survey also depicts a culture not fully responsive to relatively subtle forms of gender-based violence and permeated with significant stereotypes. For instance, 53% of Latvian women and 41% of Latvian men believe or tend to believe that women who share their opinion on social media should expect sexist, demeaning and/or abusive replies (EU averages are 18 and 23% respectively); 45% of women and 47% of men believe that a woman who suffers sexual violence under the influence of alcohol or drugs is at least partially responsible (respective EU averages are 13 and 20%).

Nevertheless, a large majority of Latvians seem to support the notion that IPV should be legislated in some way. A FREE Network survey of a representative (based on age and gender) sample (around 900 individuals) of the Latvian population shows that, as of September 2021, nearly 90% of respondents thought that the State should have specific legislation addressing IPV, a key tenet of the Istanbul Convention. This average masks heterogeneity by gender, with relatively fewer men (81% vs. 97% of women) expressing support for such legislation. Consistently, more Latvian men (14%) than women (9%) appeared to think that a woman beaten by her partner should not seek any help, because it is a private matter. For comparison, in Sweden, a country that has long ratified the Convention (2014), these percentages are 4% and 3%, respectively. The same survey also confirms that the Latvian society is relatively less attuned to more subtle forms of IPV, namely, psychological violence. For instance, while the percentage of respondents in Latvia who believe that harmful beating is a form of IPV matches the percentage in Sweden (98%), only 77% of Latvians believe that the prohibition to dress as one likes is a form of IPV, against a Swedish percentage of 95%.

Finally, the FROGEE survey depicts a public opinion permeated by stereotypes about women and men’s roles in society: nearly 30% of Latvians appear to believe that if a job is scarce men should be given more right to a job than women, nearly a majority report agreeing with the statement that “what most women really want is a home and children”, and a majority (54%) thinks that a pre-school child suffers if his/her mother work.

In terms of attitudes toward DV legislation, it is also worth noting that the Latvian Parliament has recently strengthened its legal system to protect victims of domestic violence by approving, in February 2022, a law granting the police the right to separate the victim of domestic violence from the perpetrator, even without the victim’s request. The FROGEE survey reveals that public knowledge around this provision at the time of discussion within the government was relatively limited (30% of survey respondents reported being aware of such discussion, see Berlin-Perrotta et al., 2024), signalling that decisions around DV legislation did not feature prominently in the public debate, at least at the time of the interview.

In sum, the data suggest that gender-based violence and IPV are pressing issues in the Latvian context. The public does not seem to be especially polarized on the extent to which major expressions of IPV should be legislated. Beliefs about more subtle forms of violence, or violence that is more clearly an expression of a patriarchal culture that assigns specific roles to women and men, appear to be more polarized; the same can be said more generally about beliefs on gender roles.

Conclusion

In the face of the recent Latvian Parliament vote to withdraw from the Istanbul Convention and the growing public protests against it, we provided some background to understand the political and societal movements that underlie these events. Our analysis starts from the observation that, overall, the Parliamentary vote is not so much about the main purpose of the Istanbul Convention, which is to fight gender-based and domestic violence, but rather about the Convention’s definition of gender as a social construct. We document that at the societal level, there is general support for legislation aimed at combating a major expression of gender-based violence, such as IPV. However, the Latvian public appears to be more polarized on perceptions about women’s and men’s roles in society, with more traditional views being popular among large shares of the population.

The Parliamentary opposition to the Convention, therefore, can be at best understood as an expression of society’s unease with less traditional gender-based roles, coupled with political parties’ positioning with respect to an increasingly weakening governmental majority. However, framings of the Convention’s definition of gender as an attempt to override the binary definition of sex, despite this being neither a direct nor an indirect tenet of the Convention, might also have contributed to inflaming the related debate. These framings have charged stances on the Convention with significance in terms of Latvia’s geopolitical positioning between the EU, of which the country has long been a member, and Russia, a powerful reference especially for the ethnic Russian population. These factors combine to make stances on the Convention profoundly divided at a time when the country is exposed to increased external threat by Russia’s heightened aggressiveness in the Baltic region.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Estimating Tax Evasion in Europe: Direct vs. Indirect Survey Methods

Posted on November 10, 2025 | Policy Brief

Stack of €50 euro banknotes in partial shadow, symbolizing hidden cash and tax evasion survey methods.

How can societies accurately gauge the share of the workforce engaged in the shadow economy when direct questions inspire selective silence or evasion? This policy brief presents findings from a new cross-country survey experiment combining direct questions and an indirect “list experiment” method, conducted in Latvia, Italy, and Denmark. Results show that, contrary to expectations, indirect methods did not yield higher estimates of undeclared work compared to direct questions. The research reveals that in environments with high tax morale and a substantial shadow economy, both direct and indirect measurements can be biased. Sharing information about prevailing tax norms with respondents can improve survey consistency, informing future tax evasion measurement and anti-evasion policymaking.

Social Desirability Bias in Tax Evasion Surveys

Surveys on tax evasion often provide respondents with multiple response categories beyond simple “yes” or “no.” For example, the survey for Latvia (Kantar, 2024) found that 3% openly acknowledged undeclared income, but refusal (2%) and “hard to say” responses (4%) illustrate additional uncertainty and possible underreporting due to social desirability bias when respondents consciously avoid disclosing disapproved or illegal acts to maintain a positive self-image or avoid perceived censure. This bias is potentially serious in tax compliance research, where both tax morale and fear of consequences can shape reporting behavior.

Indirect questioning techniques, such as list experiments, aim to reduce social desirability bias by allowing individuals to conceal answers within a broader set of innocuous items (Blair et al., 2020). In a typical list experiment, respondents are randomly assigned to receive either a list of non-sensitive items or the same list with an additional sensitive item; by comparing the mean number of items endorsed across groups, researchers estimate the prevalence of the sensitive behavior without requiring explicit disclosure (Blair & Imai, 2012; Glynn, 2013).

Recent empirical work employing list experimental designs has significantly advanced the understanding of tax evasion dynamics across diverse fiscal and cultural contexts. Fergusson, Molina, and Riaño (2019) analyzed VAT evasion among Colombian consumers and found minimal social desirability bias, with list experiments and direct self-reports yielding similar evasion rates (~20%). They attributed this to the normalization of evasion in high-informality regions, where descriptive norms (perceived prevalence of evasion) outweighed injunctive norms, reducing stigma.

This contrasts with Genest-Grégoire et al. (2022), who detected significant bias in Canadian income tax self-reports: list experiments revealed 13.5% income tax evasion (compared to 5.6% in direct questions) and 28.5% consumption tax evasion (compared to 26.2% in direct questions). The study identified stronger stigma around income tax evasion, particularly due to institutional withholding mechanisms that make income tax evasion more difficult compared to consumption taxes. Authors posit that divergent motivational mechanisms underlie these evasion types: income tax noncompliance triggers stronger moral condemnation due to its association with deliberate fraud, while consumption tax evasion is often rationalized as a “victimless” violation of complex regulations.

Hence, high tax morale, while generally associated with greater compliance, also leads individuals to conceal or misrepresent socially undesirable actions more rigorously, which amplifies social desirability bias in survey responses. This effect is particularly pronounced in environments where tax evasion is strongly stigmatized, as respondents may feel increased pressure to align their self-reports with prevailing moral standards, even if those reports do not reflect their true behavior. Conversely, in contexts where evasion is normalized or perceived as widespread, the stigma associated with noncompliance decreases, potentially making individuals less reluctant to report such behavior.  Nevertheless, both direct and indirect measurement techniques may still fail to accurately capture the true prevalence. This is because reduced stigma alone does not eliminate other sources of bias, including cognitive complexity, survey design imperfections, and strategic respondent behavior, such as misinterpreting instructions or using responses to send political or social signals beyond truthful self-disclosure.

Recognizing these persistent methodological challenges, this policy brief presents evidence from a study employing both direct and indirect questions on tax evasion across three European countries with varying levels of tax morale and shadow economy prevalence. By analyzing how social contexts influence reporting behaviors, the brief provides insights into the effectiveness and limitations of these survey approaches in different normative environments.

Approach

The research used a nationally representative sample of 6,915 respondents from Latvia, Italy, and Denmark, utilizing Norstat online panels in the respective countries. It was administered as an online Computer Assisted Web Interview (CAWI) in May 2024. Respondents in the study were randomly assigned to one of two list experiment conditions: half received a 5-item list including the sensitive tax evasion item, while the other half received a 4-item list without the sensitive item (see Figure 1). Importantly, all respondents—regardless of their list group assignment—were asked a direct question about undeclared income at the end of the survey. This design allows comparison between indirect and direct measures within the same individuals, clarifying reporting patterns and social desirability effects.

Figure 1. Indirect question for the control group of the list experimental study

Notes: The 5-item list for the treatment group included additional activity “Received all or part of the income without paying taxes (received money “off the books”)” and asked to indicate max 5 items. The activities were listed in random order for each respondent.

All participants also completed a placebo list experiment, in which both lists – i.e., containing 4 or 5 items – consisted entirely of non-sensitive behaviors (see Figure 2). Correspondingly, everyone was also asked a direct question about the non-sensitive behavior (“Bought a house or apartment (including on credit)”), thereby mimicking the structure of the tax evasion list experiment. This design allowed controlling for possible cognitive errors in filling out a complicated survey task, such as a list survey question, that are unrelated to social desirability bias.

In addition, half of all respondents were primed to information with actual data on how many citizens in their country consider tax evasion unacceptable, sourced from a recent representative survey that was carried out in January 2024. In this pre-survey, just 39% (i.e., minority) found tax evasion wholly unacceptable in Latvia; 59% in Italy, and 53% in Denmark (i.e., majority). The goal of this priming was to test whether informing respondents about local norms affected reporting patterns.

Figure 2. Placebo list of the study

Notes: The 5-item list for the treatment group included additional activity “Bought a house or apartment (including on credit)” and asked to indicate max 5 items. The activities were listed in random order for each respondent.

Key Findings

Results show that indirect list experiment estimates of undeclared work (4.1% overall) did not significantly differ from direct question estimates (7.2%). Hence, respondents did not find the topic sensitive enough to avoid honest answers in either format.

Priming respondents with information about the unacceptability of tax evasion in their country had no statistically significant effect on the direct measure of admitted undeclared income, nor on aggregate estimates from the indirect list experiment, indicating that willingness to disclose undeclared work remained unchanged regardless of norm priming.

Figure 3. Estimates of tax evasion from the list experiment and direct question

Source: Author’s estimate from the survey results.

However, country-level analysis revealed an anomaly in Italy: the list experiment produced an implausible negative estimate, driven by some respondents who marked zero items in the treatment list but later admitted to undeclared work in direct questioning. While this inconsistent response pattern was most prominent in Italy, the country with the highest tax morale (as based on pre-survey), and the largest shadow economy across the three countries (Medina and Schneider, 2018), it has also been recorded in the other two countries. Specifically, the pattern was observed among 11% of respondents who admitted to tax evasion in the direct question in Italy, compared to 5–7% in Latvia and Denmark.

Considering the complexity and unusual formulation of the question for the list experiment, one might attribute this pattern to a respondent’s confusion or cognitive error. However, this explanation is unlikely because of the responses to the placebo list experiment, where all list items and a direct question are non-sensitive. There, the specific response pattern – respondents reporting zero items on the list question while simultaneously admitting to the direct question – is observed substantially less frequently, indicating a low baseline error rate for misunderstanding or inconsistent reporting on non-sensitive items.

The comparison between the sensitive and placebo list experiment results indicates that the anomalous pattern observed in the tax evasion list experiment is unlikely to be due to confusion with the survey format, but rather represents a deliberate, context-specific form of strategic misreporting. One possible reason for this pattern might be that some Italians who admit to tax evasion in the direct question may believe that inflating shadow economy estimates will spur stronger policy reactions or public debate. In this way, their answers to the survey may represent strategic “signal sending.”

Priming respondents with accurate information about societal norms regarding the unacceptability of tax evasion – an approach referred to as vignette priming – consistently reduced the occurrence of this contradictory response pattern. Fewer respondents reported zero items in the list experiment while admitting to evasion in direct questioning, a change observed universally across the three countries.

Two main interpretations of the effects of such vignette priming can be suggested. The first interpretation, related to the strategic motive discussed above, suggests that vignette priming helps align respondents’ understanding of prevailing social norms on tax evasion. This improved awareness discourages deliberate misreporting, thus improving the overall validity and reliability of the survey’s methodology, even if it does not increase overall admissions of tax evasion itself. An alternative explanation is that vignette priming helps respondents better recognize and correctly count items in the list experiment, thereby improving response accuracy and alignment across question formats.

In other words, norm priming fosters more consistent survey responses, whether by reducing the temptation to manipulate results or by increasing recognition and attention among respondents.

Conclusion

Efforts to estimate tax evasion through surveys must strike a balance between the limitations of direct self-reports and the incomplete protection against bias afforded by indirect methods. This study finds that, in the surveyed countries, list experiments do not yield higher or more accurate prevalence estimates than direct questioning. However, particularly in high-morale environments with substantial shadow economies, some respondents may strategically manipulate survey results in hopes of prompting political action.

Norm priming through vignettes enhances experimental integrity and reduces strategic errors, underscoring the importance of accounting for social context in survey designs. For tax policy makers, measurement should always be validated with error diagnostics and social context cues, and survey formats should be adapted for cross-country comparability and public trust.

Acknowledgements

The study is financed by the European Commission’s Marie Sklodowska-Curie Individual Fellowship Action (Grant agreement ID: 101109679).

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

How Generative AI is Going to Affect the Georgian Labor Market

Posted on October 27, 2025 | Policy Brief, Policy Papers

Modern glass office building with employees working late, representing the impact of generative AI on the labor market.

This policy paper investigates the potential impact of generative artificial intelligence (GenAI) on the Georgian labor market, identifying which occupations and demographic groups are most affected. Drawing on the International Labor Organization’s (ILO) 2025 exposure scores and detailed 2023 Georgian Labor Force Survey data, our findings reveal that 26% of Georgian workers are in occupations where part of their tasks could potentially be performed, fully or partially, by GenAI, with over a third of those in medium- to high-exposure roles. Compared with the broader Europe and Central Asia region, Georgia has fewer workers in occupations vulnerable to full automation, while a larger share of the workforce is engaged in roles with potential for task augmentation. The analysis also reveals that GenAI’s impacts are uneven, with women, urban workers, younger individuals, and those with higher education being disproportionately represented in high-exposure occupations. Importantly, exposure scores measure technological feasibility rather than actual displacement risk – actual outcomes will depend on adoption rates, regulatory frameworks, and organizational decisions. Thus, timely and active policy involvement – from targeted upskilling to addressing digital disparities – is crucial to turn AI challenges into opportunities and fully harness its benefits by strengthening workers’ capacity to complement AI in their tasks.

Introduction

Generative artificial intelligence is playing an increasingly prominent role in workplaces worldwide. Tools such as ChatGPT, Midjourney, Google Gemini, and others are transforming how tasks are performed, changing work routines, and creating new forms of collaboration between humans and machines.

GenAI represents both a challenge and an opportunity. While different GenAI tools offer productivity gains and cost savings, their implementation may deepen regional disparities and pressure vulnerable groups – especially if targeted upskilling and digital-inclusion measures are not in place. At the same time, GenAI can reshape occupations by creating AI-specific and complementary roles. Balancing these opportunities and challenges is therefore critical to harness the full potential of GenAI.

A structured way to understand the effects of AI in the workplace is by considering two distinct channels: automation and augmentation. Automation refers to the complete substitution of human-performed tasks that can now be executed independently by AI without human involvement. Typically, such tasks are routine and cognitive, such as basic content generation or data classification. In contrast, augmentation captures scenarios where GenAI acts as a complementary tool, enhancing human performance without replacing the worker. The distinction between automation and augmentation is crucial for evaluating the implications of GenAI: while the former may lead to job displacement, the latter suggests changes in task composition, potential shifts in skill demand, and enhancements in labor productivity.

Consequently, the way GenAI shapes the new labor market reality will be affected by the composition of these two effects. In particular, in developing countries like Georgia, the extent of automation and resulting job displacement might be limited, as a large share of employment is in manual, physical sectors largely insulated from AI. At the same time, developing countries might underutilize the benefits of augmentation because many workers lack digital skills or access to GenAI tools, limiting productivity gains.

This policy paper aims to investigate the potential impact of generative artificial intelligence on the Georgian labor market through the automation-augmentation lens. In doing so, we utilize the approach used in the International Labor Organization’s (ILO)  Global Index of Occupational Exposure to Generative AI (Gmyrek et al., 2025). Rather than treating automation and augmentation potentials as two opposing categories with a large area of uncertainty in between, Gmyrek et al. (2025) apply a more refined classification that captures a spectrum of AI exposure. The ILO’s task-based framework categorizes occupations into six distinct groups by evaluating the extent to which their tasks can be automated by Generative AI. These groups are constructed considering both the average exposure score of tasks within each occupation and the standard deviation of exposure scores across those tasks. This enables the differentiation of jobs not only by their average exposure to GenAI but also by distinguishing between occupations where exposure is relatively evenly distributed across tasks and those where it is concentrated in only a subset of tasks. Aligning closely with the notions of augmentation and automation potential in the earlier ILO framework described in Gmyrek et al. (2023), an occupation is considered to have an “augmentation potential” when the average exposure score is low, but deviation across tasks is high. In other words, while some tasks in these jobs may have high automation potential, many others continue to require human involvement (Gmyrek et al., 2025). Conversely, an occupation is said to have an “automation potential” when the average exposure score is high and there is a high consistency of exposure across tasks (i.e., there is low standard deviation). Occupations that fall in between these two categories can be viewed as being in transition, slowly shifting from augmentation toward automation potential.

By using the ILO’s 2025 exposure scores and detailed Georgian Labor Force Survey data from 2023, we identify which occupations and demographic groups have the highest exposure to GenAI. Findings suggest that a significant share (26%) of Georgian workers face some level of exposure to generative AI, ranging from low to high, with over a third of them (100,584 individuals) falling into the medium- to high-exposure categories. The remainder are either not exposed (59%) or minimally exposed (15%). In comparison to other countries in Europe and Central Asia, Georgia is less affected by the threat of job displacement coming from automation, while the potential for augmentation is higher.

The exposure trends vary markedly by gender, age, and region. Urban workers, particularly in Tbilisi, are the most exposed, while rural workers face lower immediate exposure, reflecting existing digital divides and regional occupational characteristics. Gender disaggregated analysis shows that women, who are slightly overrepresented in AI-exposed clerical and administrative roles, account for 63% of workers in medium- and high-exposure occupations. Age-wise, younger and more digitally skilled workers tend to occupy the roles most affected by generative AI.

This paper proceeds as follows. First, we describe the methodology and data used to assess exposure to Generative AI in the Georgian labor market. Next, we present the ILO’s global estimates of GenAI-exposed occupations. The subsequent sections provide the results for Georgian workers, disaggregated by occupation, education, demographic groups, and region. The final section summarizes the findings and offers some policy insights.

Methodology and Data

This section outlines the methodology and data sources used to assess occupational exposure to Generative AI in Georgia, combining international GenAI exposure scores with nationally representative labor market information.

Several studies have developed indices or measures of occupational automation/AI exposure, often using different methods and classifications. A pioneering study by Frey and Osborne (2013) labeled occupations as automatable or not by applying a machine-learning classifier to the Occupational Information Network (O*NET) database of tasks – a comprehensive database of occupational information maintained by the U.S. Department of Labor. Their approach effectively treated each occupation as a unitary risk category, which has been critiqued for ignoring within-job task differences. Arntz et al. (2016), an OECD analysis, relaxed Frey and Osborne’s (2013) assumptions by using PIAAC survey data to allow task variation within occupations. Felten et al. (2019, 2021) developed the AI Occupational Exposure (AIOE) index, which uses overlaps between occupations’ O*NET skill and task requirements and known AI capabilities to compute exposure scores.  Using AI exposure metrics sourced from Felton (2021) and the IMF Complementarity Index, PwC Global AI Jobs Barometer (2025) classifies jobs into “augmented” or “automated” categories. Specifically, occupations with high AI exposure (>0.5 on a 0–1 scale) are split by an AI-complementarity threshold: those with high complementarity are deemed “augmented” (AI enhances tasks), while low complementarity jobs are “automated” (AI replaces tasks).

The exposure framework proposed by Gmyrek et al. (2025) builds on this literature and captures the occupational exposure to generative AI by combining algorithmic prediction with extensive large-scale survey data, supplemented by expert validation and iterative revisions to arrive at a refined global index of exposure. The process begins by considering each job title as a composite of tasks, each with varying susceptibility to automation. This approach aligns with contemporary labor market research emphasizing the mixed nature of task automation potential within occupations rather than assuming uniform automation across entire job categories.

The initial steps used to develop exposure scores involve an algorithmic assessment of automation potential for 2,861 detailed tasks derived from the Polish 6-digit occupational classification system. Utilizing three advanced Large Language Models (LLMs) – GPT-4, GPT-4o, and Gemini Flash 1.5 –  Gmyrek et al. (2025) assign a synthetic automation score on a continuous scale from 0 to 1, where 0 indicates no potential for automation, a score from 0 to 1 means augmentation by GenAI, and 1 signifies full automation potential without human involvement. This phase leverages sequential Application Programming Interfaces calls wherein each LLM is provided with contextual information regarding the task’s occupational classification and is instructed to assign the scores and justify them. Repeated scoring by multiple LLMs for the same task enabled triangulation and helped identify inconsistencies between model outputs. The distribution of synthetic scores revealed GenAI exposure in cognitive-intensive occupational groups and lower exposure where physical tasks dominate.

Subsequently, the researchers conduct a large-scale human survey utilizing the Computer-Assisted Web Interview (CAWI) technique to capture workers’ perceptions of task automation potential. The sample included respondents from all ISCO-08 1-digit occupational groups. Each respondent evaluates the automation susceptibility of a randomized set of 35 tasks from their occupation on a 0-100 scale.

To reduce biases related to uneven task familiarity and varying levels of GenAI knowledge, Gmyrek et al. (2025) supplement the survey with an expert validation stage. A smaller group of international experts from the ILO, National Research Institute of the Ministry of Digital Affairs in Poland, and the Polish Ministry of Family, Labor and Social Policy – each with extensive labor market expertise – assess a sample of tasks across occupational groups. Their evaluations focus on practical feasibility and workplace realities, helping to correct potential over- or underestimations from the general survey and ensuring that results reflect grounded, pragmatic perspectives on automation potential.

Moreover, two independent AI models then reconcile differences between survey respondents and experts, analyzing task-level scores and generating adjusted automation potentials with justifications.

The final stage constructs the Adjusted Global Index of GenAI Exposure, classifying occupations at the ISCO-08 4-digit level into six categories based on the mean and standard deviation of task-level automation scores. These range from Not Exposed and Minimal Exposure to four ascending Exposure Gradients:

  • Gradient 1 (Low exposure, high task variability)
  • Gradient 2 (Moderate exposure, high task variability)
  • Gradient 3 (Significant exposure, high task variability)
  • Gradient 4 (Highest exposure, low task variability)

Occupations composed of tasks with low average GenAI exposure scores and substantial variability of these scores across tasks (high task variability) are more closely associated with augmentation, whereas occupations with high average exposure scores and low task variability are more closely associated with automation. This classification advances beyond the binary automation–augmentation lens of prior studies by incorporating task variability within occupations, thus reflecting the heterogeneous automation risks embedded in different tasks.

ILO’s global estimates of GenAI-exposed occupations

This section presents the ILO’s global estimates of occupations exposed to Generative AI, illustrating potential impacts on labor markets worldwide.

As noted by Gmyrek et al. (2025), approximately 24% of the global workforce is engaged in jobs that involve some level of exposure to GenAI (Figure 1). This exposure is more prevalent in higher-income nations, where 34% of total employment is affected, compared to just 11% in low-income countries (Gmyrek et al., 2025).

Figure 1. Global estimates of occupations potentially exposed to GenAI (% of employment by sex)

Source: Figure 20 from Gmyrek et al. (2025).

As Figure 1 shows, women are disproportionately overrepresented in higher-exposure roles, while men are slightly more concentrated in lower-exposure jobs. Among male employees, approximately 21% of positions fall into one of the exposure levels, with 3.1% classified in gradient 3 and 2.4% in the highest exposure level, gradient 4. Conversely, the proportion of female employment in potentially exposed roles is significantly greater, particularly in the upper two gradients, where 5.7% of female workers are in gradient 3 and an additional 4.7% are in gradient 4. These gender disparities also widen with country income levels, increasing to 9.6% for women in gradient 4 versus 3.5% for men in high-income countries (Gmyrek et al., 2025).

When it comes to Europe and Central Asia, as Figure 2 shows, in this region, about 32% of employees (136 million jobs) are exposed to GenAI, with 5.7% considered highly exposed.

Figure 2. Estimates of occupations potentially exposed to GenAI for the Europe and Central Asia region (% of employment by sex)

Source: Figure 20 from Gmyrek et al. (2025).

This region exhibits a notable gender disparity: 26% of men compared to 39% of women are exposed, and 3.3% of male-held jobs (61 million) versus 8.6% of female-held jobs (75 million) are highly exposed to GenAI.

Results for the Georgian Labor Market

For the current analysis, we applied the above-described exposure gradients to 361 ISCO-08 4-digit occupations from the 2023 Georgian Labor Force Survey (LFS), covering a workforce of 1,313,636, of whom 45% (594,064) were women. Occupations lacking sufficient detail or unclassified under ISCO-08 were excluded.

As shown in Figure 3, overall, about 26% of Georgian workers fall within one of the four exposure gradients, with over a third (7.6%) of those falling in upper (Gradient 3 and Gradient 4) exposure categories.

Figure 3. Estimates of occupations potentially exposed to GenAI in Georgia (% of employment by sex)

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

Notably, female workers in Georgia are more concentrated in higher-exposure occupations compared to men. Among female workers, 30% of positions fall within the exposure gradients, compared to 23% among male employees. The gap is particularly evident in the upper gradients – 9.1% of women are in gradient 3 and 1.5% in gradient 4, versus 4.1% and 1.1% of men, respectively.

Compared to the broader Europe and Central Asia region, where 32% of employees are exposed to GenAI (versus 26% in Georgia), Georgia has a lower overall AI exposure. Moreover, the distribution across gradients also differs. Among those exposed to GenAI, higher gradients (Gradient 3 and Gradient 4) represent a smaller share of total employment in Georgia, while lower gradients (Gradient 1 and Gradient 2) represent a larger share. This indicates that, compared to the Europe and Central Asia region, fewer workers in Georgia are employed in jobs prone to automation, whereas a larger portion of workers are in jobs with potential for augmentation. One likely explanation of low overall exposure to AI in Georgia is the structure of the Georgian labor market, where a substantial share (16.5%) of employment is in agriculture, which is largely insulated from AI and automation. As for the higher share of Gradient 1 and Gradient 2 in Georgia, it is primarily driven by employment in the service industries, as shown in the sectoral analysis below. Following agriculture, a significant portion (15.5%) of Georgian workers are employed in the trade sector, with a large share of employment falling within the first two exposure gradients, aligning closely with the notion of augmentation (Figure 4).

Exposure by Occupations

Table 1 represents the top 20 most exposed occupations, disaggregated by gender. The occupations with the highest automation scores are predominantly clerical, administrative, and routine office roles (e.g., Data Entry Clerks; Typists and Word Processing Operators; Statistical, Finance, and Insurance Clerks, Financial Analysts, Payroll Clerks, and others). Among the occupations most exposed to AI, where gender disaggregation is feasible based on representativeness criteria, many are observed to be female-dominated in Georgia (Table 1).

Table 1. Top 20 AI-exposed occupations (by Gender)

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure. Note: The table presents gender disaggregation only for occupations with more than 25 survey participants to ensure data representativeness

According to Webb (2020), sectors with high shares of routine cognitive tasks, such as public administration, finance, education, and clerical services, typically feature a lot of communication-heavy, document-based, or repetitive analysis that is becoming increasingly feasible for generative AI tools such as ChatGPT and Copilot to automate or assist in. Especially clerical and administrative roles demonstrate a strong concentration of high exposure categories, which indicates a large share of activities – e.g., scheduling, documenting, and internal correspondence – can be effectively executed by AI systems.

Exposure by Sector

The sector-level exposure of Georgia’s labor force to GenAI reveals stark sectoral differences in exposure to AI-driven transformation. This analysis highlights NACE Rev.2 section-level economic activities that face the most significant automation risks or the potential for augmentation, as well as those largely insulated from GenAI.

As Figure 4 below illustrates, at the high-exposure end, Financial and Insurance Activities stand out.

Figure 4. AI-exposure by Sector

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure. Note: A – Agriculture, forestry and fishing, B – Mining and quarrying, C – Manufacturing, D – Electricity, gas, steam, E – Water supply and waste management, F – Construction, G – Wholesale and retail trade, H – Transportation and storage, I – Accommodation and food services, J – Information and communication, K – Financial and insurance activities, L – Real estate activities, M – Professional, scientific and technical, N – Administrative and support services, O – Public administration, P – Education, Q – Human health and social work, R – Arts, entertainment and recreation, S – Other service activities, T – Households as employers, U – Extraterritorial organizations.

Although only 6.2% of jobs (1,660 out of 26,606 workers) fall into Gradient 4 (the very high exposure category to GenAI), this is the highest share among service sectors. When Gradient 3 is included, the combined high-exposure share is even larger, further distinguishing this sector. Close behind Financial and Insurance Activities, Professional, Scientific, and Technical Activities also register elevated risk, with 2.2% of workers in Gradient 4 and 19.4% in Gradient 3. The Information and Communication sector – often seen as being at the forefront of digital transformation – has 19% of its workforce in Gradients 3 and 4. However, the majority of workers fall under Not Exposed (33.0%) or Minimal Exposure (36.1%).

The lowest exposure is found in sectors dominated by manual labor and physical tasks. Agriculture, Forestry and Fishing, Georgia’s one of the largest employing sectors with around 225 thousand workers, is overwhelmingly shielded: 86.8% are not exposed, and only 0.1% fall into Gradient 4. Construction shows a similar pattern, with 60.9% (71,721 of 117,770) unexposed and just 1.2% (1,412) in Gradient 4. Transportation and Storage, and Mining and Quarrying also report high insulation, with 51.1% and 65.6% of their workforces not exposed, respectively.

Furthermore, as Figure 4 shows, the higher prevalence of Gradient 1 and Gradient 2 roles, aligning closely with the notion of augmentation, is largely attributable to employment in Georgia’s service industries. After agriculture, a substantial portion of the workforce is employed in the trade sector, where most jobs fall within the first two exposure gradients, indicating strong potential for augmentation.

Exposure by Gender

The analysis uncovers stark gender differences in exposure to generative AI in the Georgian labor market. A larger share of the women falls in the middle to high exposure categories as compared to men. This is especially important in domains like clerical work, customer service, and administrative support, fields where women are typically overrepresented.

As Figure 5 shows that more men hold occupations with little or no exposure, while a larger share of women hold jobs in the Gradients 3 and 4 categories.

Figure 5. AI-exposure by Gender

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

In particular, women make up more than 60% of workers in the highest-exposure occupations, while men represent the large majority of workers in low-gradient occupations where AI-driven task substitution is less likely to have significant effects.

Exposure by Age and Education

Traditionally, education has been viewed as a means of shielding workers from technological displacement (e.g., Acemoglu and Autor, 2011; Autor, Levy, and Murnane, 2003). However, as Webb (2020) shows, artificial intelligence will affect the labor market very differently than previous automation and computerization in earlier waves (technologies like software and industrial robots), primarily by impacting high-skilled, high-wage occupations rather than low- or middle-skilled ones. As the author claims, highly educated workers (with college degrees, including Master’s degrees), higher-wage earners, and more experienced workers are most exposed to AI. Many tasks that require higher education – such as drafting legal documents, producing code, preparing reports, analyzing data, or writing content – are precisely the kinds of tasks GenAI can now perform or augment.

Analysis of Georgian labor market data demonstrates that a significant proportion of Georgian workers with bachelor’s or master’s level degrees are employed in occupations (administrative, legal, or financial services) with mid to high exposure gradients (Figure 6). Less educated workers tend to take occupations that are shielded from GenAI exposure.

Figure 6. GenAI-exposure by Educational Level

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

Analysis by age categories reveals that younger, more digitally skilled workers generally occupy occupations currently more affected by generative AI (Figure 7). In contrast, older workers tend to be more represented in the “Not Exposed” categories. This reflects that individuals aged 55 and above are less likely to work in roles requiring computer use or modern digital technologies, with many in this group being pensioners who remain active in agriculture and other physically demanding jobs.

Figure 7. GenAI-exposure by Age Group

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

Regional Disparities in Exposure

Exposure to generative AI varies significantly across regions of Georgia, with urban areas – particularly Tbilisi – exhibiting higher levels of exposure. Considering only urban areas, approximately 35% of Georgian workers face some level of exposure (from Gradient 1 to Gradient 4), of which 11% (86,852 individuals) fall into the medium- to high-exposure categories.

In contrast, rural and mountainous regions generally exhibit lower exposure. This is primarily due to the occupational pattern in these regions, which includes agriculture, manual labor, and low-digital service industries. Such jobs are less susceptible to generative AI as they heavily rely on physical labor that currently remains beyond the capabilities of current GenAI technologies. Figure 8 and Figure 9 below illustrate this distinction.

Unsurprisingly, among the urban areas, Tbilisi – home to roughly 32% of the workers – has the highest share of workers in Gradients 3 and 4 (moderate to high exposure) at 13%, followed by Kvemo- and Shida Kartli, with 12% and 10% of exposed workers, respectively. These two regions together employ around 17% of all workers in Georgia. Regions such as Kakheti and Samtskhe-Javakheti have the highest proportion of workers in the “Not Exposed” category, both in rural and urban areas, but these regions are hosting only 9% and 5% of all Georgian workers, respectively.

Figure 8. GenAI Exposure in Urban Areas

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

Figure 9. GenAI Exposure in Rural Areas

Source: Authors’ calculations based on Geostat’s LFS data and ILO’s estimates of occupations’ AI exposure.

Conclusion

Our analysis, based on ILO exposure scores and Georgian labor market data, reveals that compared to other European and Central Asian countries, where highly GenAI-exposed occupations are more prevalent, Georgia faces a lower feasibility of AI-driven displacement, with greater opportunities for task augmentation. This pattern reflects the structure of the Georgian labor market, with a large share of employment in agriculture – largely insulated from GenAI – and significant employment in service industries, particularly trade, which predominantly falls within the lower exposure gradients closely aligned with the notion of augmentation. At the same time, the observed impact of Generative AI is uneven across gender, age, region, and education. Women, urban workers, and individuals with higher education in Georgia are disproportionately represented in high-exposure roles. In contrast, rural and older workers are less engaged in occupations exposed to GenAI. This is likely due to factors such as limited connectivity, lower levels of digital literacy, fewer training opportunities, and the nature of jobs available in rural areas. Interestingly, higher education increases exposure in some cases, as graduates tend to cluster in cognitively routine jobs that are more vulnerable to automation. Regional disparities are also pronounced, with Tbilisi showing the highest concentration of high-exposure occupations.

While the above raises a serious concern, it is important to remember that the exposure scores measure technological feasibility rather than actual displacement risk; the latter will be influenced by adoption rates, regulatory frameworks, and organizational decisions.

Further, GenAI does not only substitute for existing tasks; it is actively reshaping task composition and creating new roles. These include AI-specific occupations such as machine-learning engineers, prompt engineers, AI product managers, and AI ethics/compliance officers, as well as complementary roles that augment human work through human-AI collaboration and oversight. Evidence from Acemoglu et al. (2022) demonstrates rapid growth in AI-related job postings and shifts in hiring patterns, showing that AI adoption can simultaneously reduce demand in some occupations while boosting it in others. The overall impact depends critically on the approach to technology adoption and investments in complementary skills and institutional frameworks. At this stage, no research has systematically examined these trends in Georgia. However, some examples can be observed in practice. For instance, there are services offering training on the use of AI in labor relations, including the ethical application of AI in human resources. In addition, ICT-sector vacancies often list familiarity with new technologies among the required tasks and emphasize that employees should be aware of and actively follow technological developments, including advances in artificial intelligence. Taken together, these examples suggest that AI-related specialization may gradually expand in the Georgian labor market.

Taken together, these findings highlight that generative AI presents both a challenge and an opportunity for the Georgian labor market. While certain occupations face high exposure to GenAI that could disrupt existing employment patterns, other sectors may experience productivity gains and/or new job creation. The lower overall exposure and higher prevalence of lower-gradient, augmentation-aligned roles suggest that Georgia is positioned to leverage AI for complementarity rather than face widespread automation. Acting early is crucial to turn challenges into opportunities and to fully harness the augmentation potential across all occupations. For this purpose, investing in targeted upskilling and reskilling programs is important not only for workers in high-exposure roles, enabling them to adapt and transition, but also for those in lower-gradient occupations, to strengthen their ability to complement GenAI in their tasks and enhance productivity. At the same time, the analysis highlights that exposure is unevenly distributed across regions and demographic groups, therefore underscoring the need to address digital skill and gender gaps, connectivity challenges, and regional disparities.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Improving Women’s Political Representation Beyond Gender Quotas

Posted on October 20, 2025 | Policy Brief

Women waving Turkish flags during a political rally, symbolizing support for Political Representation Gender Quotas in Turkey.

While gender gaps in politics have narrowed considerably in recent decades, large disparities remain in several countries, especially those where binding gender quota laws have not been adopted. What are alternative pathways for increasing women’s political representation in these countries? We investigate one such pathway in the context of Turkey. A conservative dominant party, Erdogan’s AKP, is often challenged in local elections by a Kurdish party that promotes gender equality in electoral lists and in society more generally. Exploiting variation in Kurdish party wins in municipal elections during 2009-2019, we find that the Kurdish party winning leads AKP to increase its share of female candidates by 25 to 30% in the next election. Our data suggests that AKP’s response is primarily motivated by strategic considerations aimed at appealing to voters who may value gender-balanced representation. The implications of these findings extend beyond Turkey, suggesting that one party empowering women can help reduce gender gaps in lists across the board.

Pathways to Gender Equality in Political Participation

Across the world, women have historically been underrepresented in political institutions, but considerable progress has been made in recent decades. Legislated gender quotas are credited for having contributed significantly to such progress, especially in developing countries (Berevoescu and Ballington, 2021). Across different contexts, well-designed quotas have been shown to successfully increase the share of women in electoral lists and, although to a lesser extent, in legislative and leadership positions (see Campa and Hauser, 2020 for a review of this literature).

Research also suggests that the electoral system could influence women’s political participation, with more women being elected under proportional rather than majoritarian systems (Profeta and Woodhouse, 2022) and, within proportional systems, through closed rather than open lists (Gonzalez-Eiras and Sanz, 2021). Moreover, recent findings suggest introducing term-limits as a tool to boost women’s electoral prospects (Kansikas and Bagues, 2025).

However, despite the positive trends worldwide, large gender disparities in political representation persist in many countries. Some of the most entrenched inequalities are found in states governed by authoritarian or semi-authoritarian regimes promoting conservative values, where legal reforms to enhance gender equality are unlikely. For instance, the map in Figure 1, which assigns lighter shades of blue to countries where gender gaps in political empowerment are larger, shows that across Europe and Central Asia, four of the five lowest scoring countries are authoritarian or semi-authoritarian, namely Azerbaijan, Kazakhstan, Hungary and Turkey, which Freedom House ranks as “partly free” or “not free”.

Figure 1. Gender gaps in political empowerment

Source: World Economic Forum. Gender Gap Report 2025. Note: The figure shows country scores on the World Economic Forum’s Political Empowerment Index. Lighter shades of blue indicate a larger gender gap in political empowerment.

What are alternative pathways that may increase women’s political participation in such contexts, where gender quotas and other representation-enhancing electoral reforms are unlikely to be introduced?

In recent work – Campa et al. (2025) – we study one such pathway in the case of Turkey, namely the emergence of a competitive, albeit not dominant, party that commits to gender equality in lists and beyond.

Women’s Political Participation in Turkey

Despite early enfranchisement — municipal voting rights in 1930 and full suffrage in 1934 — women’s political representation in Turkey remains low. Women are severely under-represented in Parliament at around 20% after the 2023 elections. Turkey is also one of the 24 countries worldwide where women’s representation in local governance is below 15% (World Economic Forum). The share of female mayors was less than 0.5 percent between 1930 and 2004 (Koyuncu and Sumbas, 2016), with a minor increase observed since 2005. During this period, the share of female candidates in electoral lists for the municipal council also increased by 6 p.p., and the share of female councillors increased by 5 p.p., but as of 2019, these shares were still severely low, at, respectively, 14 and 12%.

AKP Versus the Kurdish Party

The under-representation of women in local governance masks stark differences between parties, especially between the ruling party, Erdogan’ Justice and Development Party (AKP henceforth), and one of the main opposition parties in local elections, the Kurdish party, which ran in 37% of the elections held between 2009 and 2019 and won 19% of them.

AKP is ideologically conservative and with a religious base. During the 20 years in power, it passed no law to increase women’s representation in politics, despite the vast gender gaps at all levels of government.

The Kurdish party instead stands out in the Turkish political landscape for its commitment to gender equality in many areas of society, including politics. For instance, currently the party pledges to enact a gender-mixed co-leadership system at the party level as well as a “zipper quota” in its electoral lists, and more generally advocates for a gender equal society “starting with the local governments” (see the party’s official website). Both the mixed-leadership system and a version of the candidate quota have been in place for two decades.

As a result, the share of female candidates for the municipal council is much higher in electoral lists associated with the Kurdish party, at 21% on average over the period 2009-2019, as compared to AKP’s 11%. The Kurdish party’s share of female candidates is also remarkably high in comparison to the other major opposition party, the Republican People’s Party (CHP henceforth), which averages 13% female representation in its local electoral lists. The higher feminisation of the Kurdish party’s lists is reflected in the share of women elected: on average, only 6% of the councillors elected with AKP are women; this number goes up to 12% for CHP and jumps to 28% for the Kurdish party (see Figures 2 and 3).

Figure 2. Female share in candidate lists in municipal elections in Turkey.

Source: Author’s calculation based on own digitisation of data released by Turkey’s Higher Election Council (YSK). Note: The figure shows the share of women in candidates’ lists for the election of municipal councillors by party, focusing on the major party that governs at the central level (AKP) and its two main competitors at the local level (CHP and the Kurdish party).

Figure 3. Share of women elected as municipal councillors in Turkey, by party.

Source: Author’s calculation based on own digitisation of data released by Turkey’s Higher Election Council (YSK). Note: The figure shows the share of women elected as municipal councillors by party, focusing on the major party that governs at the central level (AKP) and its two main competitors at the local level (CHP and the Kurdish party).

We also note that the Kurdish party tends to elect a much larger share of female mayors than its competitors. According to the High Election Council (YSK) Election Statistics, in the 2009, 2014, and 2019 elections, the share of female mayors elected by the Kurdish party was respectively 21, 30, and 45%, whereas AKP elected less than 1% of female mayors in 2009, and this percentage remained stable at 1% in the 2014 and 2019 elections.

The Effect of a Kurdish Party’s Win on AKP’s Behaviour

Against this background and given the recent improvement in the share of female candidates across all parties (see Figure 2), we ask whether a Kurdish party victory prompts AKP to improve the gender equality in its lists in subsequent elections. By studying this question, we hope to contribute to shedding light on the forces that might help close gender gaps in political representation in relatively traditional societies governed by authoritarian or semi-authoritarian governments, where the under-representation of women in political institutions is particularly severe and gender quotas are unlikely to be adopted.

Using a novel dataset covering municipal council elections in Turkey in 2009, 2014, and 2019 —including candidates’ gender —we exploit within-municipality variation in Kurdish party victories to identify their impact on AKP’s female candidates’ share. We find that a Kurdish party win leads to a 2.8 to 3.4 p.p. increase in AKP female share of candidates in the next election, representing a 25–30% increase from a baseline of 11 p.p.; the estimate is robust across different econometric specifications, and we document that AKP lists were not on a differential trend in terms of share of female candidates in places where the Kurdish party wins – in other words, the increase in female candidates is only subsequent to the Kurdish party victory, strongly suggesting that it is indeed the result of AKP’s response to the growing popularity of the Kurdish party, and not the product of a secular trend of growing women’s representation. We also find that a win from another major opposition party, CHP, prompts smaller and only marginally statistically significant increases in female representation, suggesting that it is not just electoral competition that would force AKP to improve the selection of its candidates, but the Kurdish party’s gender focus that matters.

Why does AKP respond to a Kurdish victory by increasing its share of female candidates? Its behaviour could be strategic — appealing to voters who appear to care about some form of gender balance in lists — or stem from learning through exposure to capable female councillors. To gauge the relative importance of these different explanations, we exploit a special feature of the Turkish electoral system, namely parties submitting, together with the “main” list of candidates to be selected by voters, a “special quota” list containing the candidates directly assigned to the municipal council by the party if it wins the plurality vote. Such a list is not very salient to voters, and often not visible to them. We find no increase in women on AKP’s special lists after the Kurdish party wins, indicating the motive is likely an electoral strategy rather than internal reform.

Conclusion

Across the world, women have historically been underrepresented in political institutions. While gender gaps in political participation have narrowed considerably in recent decades, particularly due to the adoption of gender quotas, large disparities remain in many countries. Some of the most entrenched inequalities are found in states governed by authoritarian or semi-authoritarian regimes, where legal reforms to promote gender equality in politics are unlikely. Understanding alternative pathways for increasing women’s political representation in these contexts is a pressing challenge. We investigate one such pathway in the case of Turkey.

Although the ruling party, AKP, has remained resistant to gender-based reforms, it has increasingly faced local-level competition from a Kurdish party that consistently champions gender equality. Leveraging a new dataset covering municipal council elections in 2009, 2014, and 2019, we find that when the Kurdish party wins a municipality, AKP increases the share of female candidates in its master list by approximately 25 to 30% in the subsequent election.

The implications of these findings extend beyond the Turkish case. In political systems where institutional reform is unlikely, competitive pressure from parties that prioritise gender equality can still drive changes in political behaviour. Even without quotas, such parties can shift norms and electoral expectations, thereby inducing rival parties to adopt more inclusive practices.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

How the Combination of Income and the Quality of Local Conditions Affects Well-being in Old Age

Posted on October 13, 2025 | Policy Brief

Elderly couple sitting on a park bench, enjoying a peaceful moment together, symbolizing financial stability and income well-being in Poland.

Contemporaneous income and the quality of local living conditions have both received recognition in the literature as important determinants of subjective well-being. However, little is known about their joint impact and the possible moderating influence each may have on the relationship with the well-being of the other. In a recent study (Myck et al. 2025), we investigated the role of income and quality of local area on different dimensions of well-being of older adults in Poland. Our findings show that a higher quality of local conditions amplifies the association between income and well-being, which implies that high-income older individuals tend to benefit more from improved local conditions. Our findings suggest that low incomes may constrain older people from taking advantage of local public services, and thus draw attention to policies aimed at improving access to these services, especially in low-income, peripheral areas. While the results also point towards broad benefits of targeted income transfers, it is notable that their effective translation into higher well-being strongly varies with the quality of municipal local conditions.

Introduction

As most developed countries face rapid population ageing, governments continue to seek effective policies to support older adults. Identifying effective policy solutions remains vital in supporting different population groups, including the growing group of older citizens. In this brief, we present a summary of results from a recent study (Myck et al. 2025), in which we examine the role of the combination of incomes and local conditions for the well-being of older individuals. The analysis is conducted on data from Poland, a country characterised by rapid population ageing and a recent prioritisation of monetary transfers in the policy mix, with much less attention given to the financing of local and centrally funded public services. The analysis aims at understanding the role of the quality of local conditions for the well-being of older individuals, and at identifying how the level of income modifies this role. In other words, we examine if higher income affects individual well-being differently in high- compared to low-quality regions.

Subjective well-being has for a long time been examined in relation to individual socio-economic characteristics, like education, health, material conditions and social relations (Layard 2006, Dolan et al. 2008). Many authors have also stressed the importance of the local environment and the quality of public services (Aslam and Corrado 2012), although the influence of local conditions on well-being has been documented mostly at high levels of aggregation (countries or large sub-national regions; Perovic and Golem 2010; Colombo et al. 2018). Principally, though, the combined implications of local conditions and the material situation at the individual level on well-being remain largely underexplored. In our study we explore granular local conditions at the level of municipalities, allowing us to examine the relationship accounting for significant within-country differences in a shared institutional framework. Such disaggregation seems especially important in analysing the quality of life of the older population due to the likely relevance of local health and care services, high-quality transport options, local safety, green spaces and other public services.

Individual and Local Factors

To examine the direct and moderating roles of local conditions on well-being and their relation with income, we rely on a combination of individual- and local-level data (for methodological details, see Myck et al., 2025).

The individual-level data comes from the Polish part of the Survey of Health, Ageing and Retirement in Europe (SHARE). This dataset provides detailed information on health, labour market activity, material situation and social relations of individuals aged 50 years and above for almost all European countries. In addition to the usual socio-demographic information (age, gender, education, marital status, and income), SHARE collects several self-reported measures of physical and mental health, as well as a number of broad dimensions of quality of life. One such measure is CASP, which aims to capture the quality of life among older individuals in four important dimensions:  Control, Autonomy, Self-realisation and Pleasure. With twelve questions (three for each dimension), each participant evaluates how often they feel in a certain way or experience certain situations. The final outcome is a summed score in the range of 12 to 48, with higher values indicating a higher quality of life.

For the purpose of our analysis, the individual dataset has been augmented with regional-level information. To capture as much variation in the quality of local conditions as possible, we rely on 14 indicators collected either at the municipal or county level (respectively, the bottom and middle tiers of the administrative division of Poland). They represent the quality of localities in terms of economic factors, housing infrastructure, green spaces and health services. Given the high correlation between these regional variables, they have been combined into a single local quality index using principal component analysis (PCA). The index is calculated on the municipality level, with higher values representing better quality of local conditions. Figure 1 below shows the spatial distribution of the index across all Polish municipalities, highlighting significant regional differences in the local quality of life in Poland, particularly between the Western and Eastern parts of the country.

The Role of Income and Local Conditions for Individual Well-being

We examine the relationship between well-being, contemporaneous household income, and local conditions in a panel random effects regression, controlling for an extensive vector of covariates. Our results confirm a strong positive association between income and well-being, with a 100 per cent increase in disposable income corresponding to increases of up to 0.66 points on the CASP scale. While this may seem small, given the scale of the CASP measure, the effect is similar to that of being employed relative to being retired (0.56 CASP points), married relative to being widowed (0.78), and very close to the average difference in CASP between men and women, conditional on other controls (0.57).

Figure 1. Distribution of the index capturing the quality of local conditions at the municipality level in Poland

Note: Municipality borders are in white, regional borders in yellow. Source: Myck et al. (2025).

We also find that the regional index is positively correlated with well-being. Importantly, though, since income and the quality of regional conditions are strongly correlated, we examine the importance of their interaction in the well-being regression. This facilitates the investigation of the differential reaction of well-being to income for different values of the index (and vice versa). In Figures 2a and 2b we present average marginal effects of each one of the variables as calculated at different percentile levels of the other.

The results indicate noticeable variation in the strength of the association between income and well-being, depending on the quality of local conditions (Fig. 2a). Income seems to matter little at the lower end of the distribution of the regional index and much more in localities of better quality.

Figure 2. Average marginal effects (AME) of income and the regional index on well-being

a) AME of log(Income) across distribution of the regional index

b) AME of the regional index across the distribution of log(Income)

Note: Figures show point estimates of AMEs and the corresponding 90% confidence intervals. Well-being is measured with a CASP score of 12-48. Source: Myck et al. (2025).

While the growing role of income as local conditions improve might seem surprising, it well aligns with the fact that consumption of some publicly provided goods and services is dependent on or related to income: apart from the obvious examples such as culture, more important dimension of access to public services might relate to the areas where rich and poor people live, the quality of public transport and easy access to highly localized public services.

Strong positive effects of regional quality on well-being are also observed among respondents with the highest incomes (Fig. 2b). The association for low-income individuals cannot be statistically differentiated from zero.

Conclusion

The results of our study suggest that for high-income older individuals in Poland, better local conditions are reflected more strongly in their well-being compared to that of low-income residents. For the poorest older individuals, improvements in local conditions have little or no bearing on their well-being. At the same time, increases in income are associated more strongly with well-being in areas with the highest levels of quality of local conditions.

The policy implications of our results thus highlight the detrimental consequences of the combination of low income and poor quality local conditions for individual well-being and the challenges to improving the latter. Our results suggest that effective policies aimed at increasing the well-being of older adults require a careful combination of direct and indirect measures, or otherwise a combination of support focused on income transfers with provision of, and better access to, the relevant range of public goods and services.

Our results also point towards targeted rather than simple universal income transfers: greater income increases are needed in low-quality areas compared to top-quality ones to secure the same change in well-being. Moreover, the fact that local quality translates differently into well-being for the rich and the poor suggests that there are significant disparities in access to local services by income level. This, in turn, calls for developments in access and mobility opportunities and investments in local public services to ensure better access to these services among low-income residents. Local policies in high-quality areas should become more sensitive to the needs of poorer older inhabitants, while improvement of local conditions in low-quality regions needs to accompany direct transfer policies for these to effectively translate into a higher quality of life of older individuals.

Acknowledgement

The authors acknowledge the support from the Swedish International Development Cooperation Agency, Sida.

The original study (Myck et al. 2025) was financed through a joint grant of the Polish National Science Centre (NCN, project no: 2018/31/G/HS4/01511) and the German Research Foundation (DFG, project no: BR 38.6816-1) in the international Beethoven Classic 3 funding scheme (project AGE-WELL).

References

  • Alesina, A., Di Tella, R. and MacCulloch, R., 2004. Inequality and happiness: are Europeans and Americans different? Journal of Public Economics, 88 (9–10), 2009–2042.
  • Aslam, A. and Corrado, L., 2012. The geography of well-being. Journal of Economic Geography, 12 (3), 627–649.
  • Colombo, E., Rotondi, V. and Stanca, L., 2018. Macroeconomic conditions and well-being: do social interactions matter? Applied Economics, 50 (28), 3029–3038.
  • Myck, M., Oczkowska, M. and Kulati, E., 2025. Income and well-being in old age: The role of local contextual factors. The Journal of the Economics of Ageing, 30, 100551.
  • Perovic, L. M. and Golem, S., 2010. Investigating Macroeconomic Determinants of Happiness in Transition Countries: How Important Is Government Expenditure? Eastern European Economics, 48 (4), 59–75.
  • Rossouw, S. and Pacheco, G., 2012. Measuring Non-Economic Quality of Life on a Sub-National Level: A Case Study of New Zealand. Journal of Happiness Studies, 13 (3), 439–454.

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Towards European Union Membership: Poland’s EU Pre-accession Funds and Infrastructure Development

Posted on October 6, 2025 | Policy Brief, Policy Papers

European Union flag waving during a public demonstration, symbolizing support and integration efforts related to EU Pre-Accession Funds.

In advance of formal membership, candidate countries are offered three pillars of EU assistance: trade concessions, stabilization and association agreements and financial support. These instruments aim both to prepare candidates economically, politically and administratively, and to signal accession’s benefits to their populations. In this paper we describe the channels in which the third pillar – the EU pre-accession funds – affected Poland’s economic and institutional development ahead of its 2004 membership. The funds were designed to accelerate institutional transformation, modernize agriculture, strengthen rural communities, improve transport networks, and promote environmental protection. In Poland, between the mid-1990s and 2003, they supported extensive investments that produced unprecedented improvements in technical infrastructure. Poland’s accession referendum in 2003 turned decisively in favor of EU membership, despite strong regional variation in support. While no causal evidence is available, we argue that without the EU-funded infrastructural transformation, its outcome would have been less certain. For current EU candidate countries, Poland serves as an excellent example of how targeted external financial assistance can support structural transformation ahead of integration with the EU.

Introduction

Seven countries are currently eligible to receive financial support through the European Union’s Instrument for Pre-Accession Assistance (IPA III): Albania, Bosnia and Herzegovina, Kosovo, Montenegro, North Macedonia, Serbia, and Türkiye. The funding allocated within the program for the 2021–2027 period amounts to 14.162 billion EUR (in 2021 prices; European Commission, 2024). IPA III is the successor to the former two IPA editions, which have provided support exceeding 24 billion EUR since 2007 to countries in the then EU enlargement region. IPA aims to support countries that have entered a pathway to EU membership, expected in the foreseeable future, to facilitate progressive alignment with EU rules, values, and various standards and policies enforced in the European Union before they become full members. It constitutes one of the pillars of assistance offered by the EU to countries with a prospect of membership, with trade concessions and stabilization and association agreements (SAAs) serving as the other two.

Next in line to obtain financial help through the pre-accession funding are Moldova and Ukraine, both of which were granted candidate status by the European Council fairly recently. While they have already started their accession negotiations and may benefit from trade concessions and SAAs, they still need to fulfill certain requirements to be eligible for IPA. Though formally also a candidate since late 2023, the accession process of Georgia is currently suspended due to concerns about democratic backsliding, implementation of controversial laws and disputed parliamentary elections.

In this paper, we examine Poland’s experience in utilizing the funding available prior to the 2004 EU enlargement to undergo important structural and systemic changes. Given the goals of the funding, we discuss the evolution of a number of economic indicators which can serve as evidence of the socio-economic advancement that occurred in Poland in the years leading to its EU accession. These examples illustrate different dimensions of development that societies in countries embarking on the EU accession process could benefit from on their way towards full integration.

EU Pre-accession Funding Options in the 1990s

Together with nine other countries, mainly from the Eastern European region and the former communist bloc (Cyprus, the Czech Republic, Estonia, Hungary, Latvia, Lithuania, Malta, Slovakia, and Slovenia), Poland joined the EU in 2004. It was the largest enlargement of the European community both in terms of the number of new countries and population-wise.

On the pathway to EU membership, these candidates benefited from a coordinated set of financial instruments designed to accelerate their political, economic, and institutional development. During the 1990s and early 2000s, three programs offered financial assistance: Phare, SAPARD, and ISPA. Each addressed a different strategic challenge that candidates faced during their accession period – many of which underwent the transition from centrally planned to free market economies.

From the pool of soon-to-be EU members, Hungary and Poland were the first among the post-communist Central and Eastern European countries to formally start the accession process as early as 1994 (Cyprus and Malta applied in 1990). These two countries also inaugurated the distribution of financial assistance among the EU applicants. They became the first beneficiaries of the Phare program, which concentrated on supporting public administration reform, improving institutional capacity, and preparing regions for effective absorption of EU structural funds. It also helped modernize local infrastructure and provided targeted assistance to sectors undergoing major restructuring. Phare was soon extended to cover all other candidate countries.

The second initiative – SAPARD, concentrated on the needs of the agricultural sector and rural communities. The goal was to raise the competitiveness of local farming and modernize food production.

The third program, ISPA, funded major environmental and transportation initiatives.

These three programs helped close the gap between the candidate countries and older EU member states by improving infrastructure and enhancing the functioning of their institutions. Formally, they also helped ensure that the new members met EU strict standards and legal directives and built the foundations for their long-term cohesion. More detailed descriptions of the objectives of each program, with a special focus on Poland, are included in Box 1.

Figure 1 presents the annual expenditures between 1990 and 2003 within each of the three analyzed instruments provided by the European Union to Poland (bars, left axis). With connected lines, we show the scope of each program in cumulative amounts over time (right axis). During the 1990s, the budget spent on Poland under the Phare program was kept under 200 million EUR annually (in the last year of the decade, it increased to almost 300 million EUR). However, after the program’s restructuring since the beginning of the 2000s, annual spending through this instrument doubled. Among the three, Phare was the major funding source for Poland, as the country received a total of 3.5 billion EUR until 2003 (equivalent to 1.9% of the Polish GDP in 2003) – almost five times more than under the SAPARD program. Poland also obtained the highest total amount of funding of all candidate countries at the time, corresponding to 30% of the overall provided financial assistance (Kawecka-Wyrzykowska & Ambroziak 2006).

Figure 1. Values of  EU pre-accession funds in Poland

Source: Own compilation based on Tables 3, 4, 6 from Kawecka-Wyrzykowska & Ambroziak (2006). Note: in 2003 prices.

In 2000, ISPA and SAPARD were introduced to further support specific areas identified during the 1990s as critical and requiring targeted funding – the agricultural sector, initiatives to enhance the transportation network, and environmental protection. Through SAPARD, projects related to farming and rural infrastructure received approximately 150 million EUR per year in Poland, accumulating to 700 million EUR over the four-year period until 2003. Since one of the prerequisites in SAPARD was national co-funding of ca. 25% of the public contribution in the investments, overall 1.1 bn EUR (0.6% of the 2003 GDP) of public money was committed to different projects in Poland through this instrument (ARiMR 2025; investments consisted in 50% of private resources).

Projects supported within ISPA on average obtained 300 million EUR annually in Poland, with total spending reaching 1.4 billion EUR until 2003 (0.8% of the 2003 GDP). Poland was still the major beneficiary of these two types of financial support, though the total share of the funding received within each of them was much lower than in the Phare program, respectively 32% in SAPARD and 34% in ISPA (Kawecka-Wyrzykowska & Ambroziak 2006).

 

Box 1. Financial instruments offered in the 1990s on the pathway to EU membership: Phare, SAPARD, ISPA

Originally known as Poland and Hungary Assistance for Restructuring of the Economy, Phare was launched in 1989 at a pivotal moment in European history. Initially designed to support the two countries in their transition from communism to democracy and a market economy, Phare quickly expanded to cover other parts of Central and Eastern Europe. Its mission was not only to help rebuild economies, but also to support political democratization. At first, it operated through national programs, but as regional cooperation gained importance, Phare introduced international initiatives to foster cross-border collaboration. The evolving challenges faced by the transforming countries led to a significant change in the program’s operation in the late 1990s. Financial support was now focused on two main pillars: investment in essential infrastructure, which consumed about 70 per cent of resources, and institutional development, which received the remaining 30 per cent. Poland benefited from several specialized initiatives within Phare. Socio-Economic Cohesion focused on modernizing regional infrastructure and preparing Polish regions to efficiently absorb EU structural funds. Cross-Border Cooperation strengthened ties between Poland and its neighbors. Institutional Building contributed to more efficient and transparent public administration.

The Special Accession Program for Agriculture and Rural Development, SAPARD, was established in 1999 to help transform the agricultural sectors and rural economies of ten countries aspiring to join the EU at the time. The goal was to prepare farmers and food processors to meet strict EU sanitary and veterinary standards. In Poland, SAPARD played a major role given the country’s vast rural landscape and the important role of agriculture in the economy – accounting for 7% of the GDP in 1995 (CSO 2014). Around 75% of the total budget was allocated from EU funds, with the remainder covered by national co-financing. However, the rules required an own contribution from each beneficiary, thus around half of the total value of all investments realized through SAPARD was private capital (Supreme Audit Office, 2002). SAPARD in Poland focused on, on the one hand, the modernization of agriculture and, on the other, on rural development. A large part of the program went into modernizing agricultural holdings, supporting farmers in buying new machinery, improving farm buildings, and upgrading agricultural production to meet EU standards. Equally important was the modernization of food processing industries, like meat, dairy, fruits and vegetables. Another significant part of the program concentrated on infrastructure in rural communities — building roads, sewage systems, and improving basic services. To encourage economic diversification, assistance was provided to develop non-farming businesses and create new job opportunities outside of agriculture (EU Council, 1999a).

Created in 1999, the main goal of ISPA was to finance large-scale projects in two critical sectors: transportation and environmental protection. Projects selected for funding were typically expensive, exceeding 5 million EUR, and had a strategic, national or at least regional impact (EU Council, 1999b). From the society’s perspective, these initiatives improved living standards, protected public health and the natural environment and promoted sustainable development. In the environmental sector, ISPA focused mainly on critical areas, including improving the quality of drinking water, building modern sewage treatment plants, managing waste more efficiently, and reducing air pollution. Given the EU’s strict environmental directives, addressing these issues was a fundamental condition for accession. ISPA concentrated also on modernizing and expanding major roadways and railway lines, especially those which were signified as part of the Trans-European Transport Network. Improved transport connections facilitated trade, mobility, and regional development, essential for increasing economic competitiveness and tightening of physical linkage with the rest of Europe.

The total amount of received funding was only one of the factors that may have played a role in the scope and pace of overall socio-economic changes in Poland. Importantly, the spatial distribution of investments provided a unique opportunity to reduce the geographical inequalities deeply rooted in Polish history and related, in particular, to the partitions of Poland lasting from the late 1700s till the end of World War I (Becker et al. 2016; Grosfeld & Zhuravskaya 2015). The eastern regions of Poland were historically much less developed, with the agricultural sector maintaining a critical position in economic activity and employment.

To illustrate the differences in regional distribution of the funding, we use a number of indicators related to investments realized with the help of the SAPARD instrument – which was specifically targeted at supporting infrastructure in rural areas and advancements in the agricultural sector. In Figure 2, we present three measures of investment allocation – the total (public+private) value of investments completed in each region (a), total value of investments per capita (b), and per hectare of agricultural land (c). Depending on the analyzed indicator, we obtain a slightly different picture of the distribution of the investments in SAPARD throughout the country. It appears that the Western regions of Poland received the least funding from SAPARD, whereas the Eastern and most rural regions were less successful in securing the funding. In all three cases, though, the Wielkopolskie Voivodship – a region in the Central-Western part of Poland – stands out as the one that collected the highest funding not only overall, but also when calculated per inhabitant or, most crucially, per area of agricultural land.

Figure 2. Spatial distribution of the SAPARD investments in Poland, total amount (public+private) for the period 2000-2003

Source: Own compilation based on Table 7.2 from Rudnicki (2008). Note: Converted from PLN to EUR using 4PLN/EUR exchange rate; c) per hectare of agricultural land. As compared to Fig. 1 the amounts for SAPARD include private resources spent

The most likely reason behind the particular allocation of the funding is related to the application process. The total amount of the funding was granted to Poland with limited distributional guidelines, and the funds were allocated on the first-come, first-served basis (ARiMR 2003). The maps in Figure 2 suggest that farmers, agricultural producers and manufacturers, and rural municipalities in Wielkopolskie region were quick and efficient when it came to funding applications. The scale and scope of the investments, though – looking at the three different measures – shows the flow of substantial benefits to all central and eastern regions.

Infrastructural Metamorphosis of Poland in the 1990s

As described above, an exceptional stream of additional funds from the EU was directed to Poland from the early days of its transition. The funding programs evolved with time during the 1990s and became more specialized closer to EU accession to address the specific needs of the candidate countries. While causal evidence of the impact of EU pre-accession funds on evolving infrastructure remains scarce and is methodologically challenging (with just a few exceptions on more recent pre-accession funding schemes, like Denti 2013), a simple overview of a number of key indicators might serve as strong suggestive evidence that the funds actually made a significant difference. In this part of the paper, we take a closer look at some examples of Polish infrastructure that underwent enormous progress in the late 1990s and early 2000s. We stipulate that the EU funding played a crucial role in the acceleration of this development.

All three analyzed EU instruments – Phare, SAPARD and ISPA – shared some common objectives, for instance, increasing access to clean water in the population, reducing pollution in lakes, rivers, and the sea, and improving road conditions, especially the low-rank ones in remote, rural areas. In Figures 3-5, we present the scale of improvement observed in these three areas on the lowest level of regional disaggregation, namely, in Polish municipalities. We compare the three selected indicators over almost a decade, between 1995, the initial year of data availability, and 2004.

We begin with Figure 3, which depicts the expansion of the water pipe network measured in kilometers per 1,000 inhabitants in each municipality. As specified in the legend, the darker the green category, the higher the density of the water pipe network. The rapid expansion of the network between 1995 and 2004 is evident, especially in some parts of the country. Most often, the upgrade to the top category happened in regions that lagged well behind the rest of the country in 1995. Here, the notable examples are the central regions of Poland (Kujawsko-Pomorskie and Lodzkie Voivodships, including the northern part of the Mazowieckie Voivodship) and the north-eastern frontiers (Podlaskie and Warminsko-Mazurskie Voivodships).

Figure 3. Length of the water pipe system (in km) per 1000 inhabitants in Polish municipalities in 1995 and 2004

Source: Own compilation based on the statistics from the CSO Local Data Bank (BDL); Geodata: National Register of Boundaries (PRG). Note: The legend is based on 2004 data: the two top and bottom categories in the legend cover 10% of observations each, and the rest of the categories cover 20% of observations each. Municipality borders marked in white, voivodship borders in yellow. Poland underwent an important administrative reform in 1999, when 49 voivodships were aggregated into the current 16. For the year 1995, we use the post-reform voivodship division of the country. Between 1995 and 2004, only negligible administrative changes took place at the municipal level.

In Figure 4, we show the share of the population enjoying access to sewage treatment plant services. The progress over time in this respect was related, on the one hand, to the construction of new treatment facilities and, on the other, to the concurrent expansion of the sewage pipeline network, which resulted in a higher share of users for the existing wastewater treatment plants. The increase in the usage of the treatment plants over time is striking, especially given that at the starting point, in 1995, only a limited number of municipalities had a wastewater treatment plant in operation. These municipalities were mainly concentrated in the northwestern corner of Poland and in the southwestern region of Silesia.

In comparison to the water pipe system in Figure 3, the development of sewage treatment plant access was concentrated in regions that were already ahead of the rest of Poland in 1995 – specifically, the northwestern and southwestern ones. However, a substantial increase in access to sewage treatment services is also visible in central and eastern parts of Poland, where in 1995 plants offering these services were extremely rare. This particular type of development can also be viewed from the perspective of the extent of pollution reduction in Poland’s internal waters. The number of scientific reports documented a sharp decline in biochemical factors of industrial, agricultural and household origin, hazardous to both humans and the environment, commonly polluting Polish rivers and lakes in the 1990s (Gorski et al, 2017; Marszelewski & Piasecki, 2020).

Figure 4. Number of residents connected to sewage treatment plants per 1000 inhabitants in Polish municipalities in 1995 and 2004

Source: see Figure 3. Note: The legend is based on 2004 data: due to high prevalence of zeros the bottom category in the legend covers 30% of observations, the rest of categories cover 10% of observations each. Municipality borders marked in white, voivodship borders in yellow (see Notes in Figure 3 for details).

The third pair of maps (Figure 5) illustrates the development of the country’s road network. The Figure shows the expansion and modernization of the lower rank roads administered by municipalities, which seem particularly important from the point of view of day-to-day transportation and quality of life of local populations.

Figure 5. Length of the municipality road network (in km) per 1000 inhabitants in Polish municipalities in 1995 and 2004

Source and Note: see Figure 3.

The data in Figure 5 cover both paved or hard-surfaced roads and dirt roads. One point to keep in mind here is that with an overall development of a municipality and of the neighboring region, the status of the municipality’s small-scale road may be updated to a higher rank, administered by the county or even by the voivodship. Figure 5 does not account for such an update of rank (in the Figure of roads), so the numbers presented are likely to represent a lower bound of the actual advancement. The maps in Figure 5 compare the length of municipal roads per 1000 inhabitants in 1995 and 2004. While a significant improvement in the road system is visible almost all over the country, the central regions seem to have gained the most, at least when it comes to this particular type of roads.

Investments and Development vs. Public Perception

Overall, all three figures above demonstrate that during the decade before Poland integrated with the EU, significant progress was achieved in terms of improving the quality of life, increasing accessibility of public utilities, reducing environmental degradation and capturing sustainable urban development. Substantial investments in rural areas had an important impact on reducing regional disparities.

Another important observation when examining all three figures together is that, while advancement occurred throughout the country, the bulk of improvement in each of the considered aspects was concentrated in slightly different parts of it, and almost all Polish municipalities recorded an important inflow of investments related to the pre-accession funding. While again we cannot provide any causal evidence, below we confront the spatial distribution of infrastructural modernization from Figures 3-5 with public support for joining the EU expressed in the referendum organized in 2003, a year before accession.

Figure 6. Support for the EU accession in the referendum in 2003

Source: Own compilation based on the statistics from the National Electoral Commission; Geodata: National Register of Boundaries (PRG). Note: The bottom category in the legend covers municipalities that voted against EU integration (12.3% of observations), the rest of the categories cover 25% of the remaining observations each. Municipality borders marked in white, voivodship borders in yellow.

In Figure 6, we present the results of the vote on the municipal level, with darker blue shades indicating higher support for EU membership. The map clearly highlights high geographical variation in support for European integration, with much stronger proportions of votes in favor of EU membership in western and northern Poland. In contrast, the support in central and eastern Poland was substantially lower, reflecting a higher degree of skepticism towards the benefits of the EU. Clearly, many factors influenced people’s choices at the time of the referendum. They depended on their economic conditions, the degree of exposure to relations with Western European countries, the level of awareness of the potential gains from integration, as well as fears concerning the future of local economies and those related to cultural influences.

Just by looking at the map of support, it is impossible to say much about the degree to which the EU pre-accession funds affected the outcome of the referendum. For that, we would need to know more about the dynamics of support across regions. Yet, while the share of votes in favor of integration in many eastern municipalities was below 50%, people in a substantial majority of localities expressed overwhelming support for joining the EU. The result of the referendum was 77,45% in favor. Although no causal analysis linked the results to EU pre-accession funds, the scale of investment and its visibility, as well as its tangible effects – the direct translation of EU funds into daily quality of life all across Poland, are very likely to have turned many people’s votes in the EU’s favor.

Conclusion

Since the early 1990s, on the path to EU membership in 2004, Poland, like other candidate countries, received generous European pre-accession financial assistance. The combination of three financial instruments in operation at the time – Phare, SAPARD, and ISPA – enabled Poland to make substantial investments in key economic sectors, including public administration, agriculture, environmental protection, and physical infrastructure. The early launch of the Phare program prepared Poland to follow various EU standards and prerequisites, and contributed to the implementation of the cohesion policy. Initiation of assistance within SAPARD and ISPA instruments since 2000 strengthened the rural economy and competitiveness of Polish agriculture, and allowed for modernization of the transportation and environmental infrastructure. In pre-accession assistance, Poland received a total of 5.5 billion euro (over 3% of the 2003 GDP), by far the highest support provided to the candidate countries at the time.

Substantial investments made during the 1990s and early 2000s, largely covered by pre-accession financial aid, had a remarkable impact on the quality of existing infrastructure in Poland. Kilometers of roads were built and renovated in Polish municipalities, thousands of households acquired a connection with the water pipe network, and hundreds of wastewater treatment plants were constructed. This is only a small subset of selected advancements that can be demonstrated using quantitative data collected in a comparable way over time. Numerous other types of infrastructure received substantial investments to support development, modernization or enhancement. On top of that, all these improvements have likely contributed to further spill-over effects through higher levels of regional growth, a boost in the labor market with the creation of new jobs, a reduction of unemployment, or enhanced labor productivity. All these changes, taken together, played a key role in determining the overall quality of life for the Polish population, reducing regional economic inequalities, and improving the quality of the local natural environment, etc.

The distribution of support for Poland’s accession to the EU, as reflected in the 2003 referendum results, differed significantly by region. Enthusiasm for the EU was significantly lower in the eastern parts of the country, while residents of many western municipalities voted overwhelmingly in favor of membership. Yet, even at a very fine geographical distribution, we see only a relatively small group of municipalities – 12.3% – where less than 50% of residents voted in favor of EU membership, and the overall outcome across the country was a decisive “YES”. Thus, although the substantial advancement in infrastructural development all across the country did not convince the majority of residents in each and every locality, the number and geographical scope of those voting in favor was very decisive. It is impossible to say how high/low the support would have been without the received support. Yet, given the scale of the resulting changes in various basic dimensions of quality of life, it seems safe to say that, thanks to the funds, many voters looked at the future integration with a higher degree of appreciation. Naturally, other factors played a role in determining people’s decisions in the referendum, with economic conditions and prospects for socio-economic development being just one factor, albeit a likely important one.

Pre-accession funds in the current candidate countries, how they are used, distributed, and how they change people’s daily lives, will again prove important in showcasing the benefits of integration. At the same time, to secure the kind of support that the Polish population expressed in the 2003 referendum, it will be important to also highlight the broader benefits of integration and address fears and concerns of various population groups.

The experience of Poland and other member countries from Central and Eastern Europe can serve not only as an example of the benefits of pre-accession funds, which we studied in this policy paper. The countries’ socio-economic success and the changes in the quality of life, both before and after accession, should be seen as a clear case of fundamental changes, which would have been highly unlikely had the countries decided to stay out of the European Union.

Acknowledgement

The authors acknowledge the support from the Swedish International Development Cooperation Agency, Sida. We are grateful to Patryk Markowski for his assistance in preparing this analysis and detailed background research.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Mapping Ukrainian CSOs in the Nordic-Baltic Region: Areas of Advocacy and Common Challenges

Posted on September 29, 2025 | Policy Brief

Modern cityscape at dusk with illuminated glass tower in central Stockholm, symbolizing innovation and cooperation, related to mapping Ukrainian CSOs.

This policy brief maps Ukrainian civil society organizations (CSOs) active in the Nordic-Baltic region (NB8), based on a 2025 survey and discussions at the Nordic Ukraine Advocacy Summit. It highlights the diverse landscape of advocacy groups, ranging from long-established diaspora organizations to initiatives formed after Russia’s full-scale invasion of Ukraine in 2022. The analysis highlights key challenges, such as the lack of coordination mechanisms, uneven access to political platforms, and limited technical capacity. Closer cooperation with policymakers and donors would benefit both sides, utilizing CSOs’ expertise in facilitating better integration of displaced Ukrainians and improving inclusive policymaking. It is important to recognize the role of Ukrainian civil society not only as a facilitator in the immediate support efforts but also as a strategic partner in shaping Europe’s long-term peace architecture.

Introduction

Russia’s full-scale invasion of Ukraine in 2022 caused a massive migration of Ukrainians settling across the EU, including the Nordic-Baltic region. This movement gave rise to a wide range of new initiatives, including advocacy, cultural diplomacy, support for integration, and humanitarian efforts. Alongside long-standing diaspora organisations, these newly formed groups quickly became vital actors mobilizing resources, amplifying Ukraine’s voice internationally, and contributing to host societies. In light of these dynamics, it is worthwhile to understand how these organizations operate and what challenges they face.

To this end, the Nordic Ukraine Forum, with the support of the Swedish Institute, conducted a Survey of Nordic-Baltic Ukrainian Civil Society Organisations 2025: Mapping Areas of Advocacy, Structures, and Common Challenges between March and May 2025 (Zubkovych et al., 2025). This study examined Ukrainian CSOs active in both the Nordic-Baltic region (NB8) and Ukraine, based on a structured survey of 17 organizations (from an initial pool of 42). Notably, the survey focused exclusively on organizations with advocacy for Ukraine as a main activity, excluding smaller initiatives dedicated primarily to humanitarian relief, such as collecting clothes or food. Additionally, the output of the survey has been supplemented by the discussions and outcomes from the Nordic Ukraine Advocacy Summit (NUAS), held in Oslo in June 2025, with 30 participating CSOs. Together, these sources provide a unique empirical overview of the role and activities of Ukrainian advocacy CSOs in the Nordic-Baltic region.

Survey Results

Areas of Advocacy

The survey covers Ukrainian advocacy organisations based in the Nordic-Baltic region, where Sweden-based organisations or initiatives made up over half of the total respondents. The survey represents both long-established diaspora organizations and newer initiatives formed in response to Russia’s full-scale invasion of Ukraine in 2022. About one-fourth of CSOs were established before 2014 (the earliest in 1997), while the majority were founded after 2022, reflecting the urgent mobilization of diaspora communities during the war.

Surveyed CSOs represent a broad mix of leadership roles, gender, professions, languages, membership sizes, and funding models. Most remain volunteer-driven and rely on short-term or project-based funding. More detailed demographic and organizational profiles can be found in the report by Zubkovych et al., 2025. Survey results show that Ukrainian CSOs in the NB8 focus on a wide range of areas. The most common activities include advocacy for Ukraine’s military support, cultural diplomacy and education, as well as support for displaced Ukrainians and their integration (Figure 1).

Figure 1. Focus areas of Ukrainian CSOs in the Nordic-Baltic region

Source: Zubkovych et al., 2025.

Many organizations also prioritize working with media, countering disinformation, humanitarian aid to Ukraine, and advocacy for Ukraine’s EU integration, followed by legal aid, human rights, and gender issues.

Figure 2 presents the main types of activity through which Ukrainian CSOs pursue their objectives. As shown, Ukrainian CSOs perform their tasks by raising social media awareness (82%) and organizing events in support of Ukraine (82%). Other key activities include demonstrations, media outreach, and direct engagement with policymakers. These findings suggest the need to examine more closely which social media platforms are being used, especially given the increasing risks of disinformation and propaganda.

Figure 2. Types of activities of Ukrainian CSOs in the Nordic-Baltic region

Source: Zubkovych et al., 2025.

Main Challenges

At the same time, the survey reveals the main challenges that Ukrainian CSOs in the Nordic-Baltic region have been facing (Figure 3). In particular, the respondents mentioned the absence of structured coordination mechanisms, which leads to duplication of efforts and uneven visibility.

For instance, while several groups in Sweden and Norway focus on humanitarian aid, their activities often run parallel rather than in partnership. The lack of common platforms or umbrella networks reduces their collective influence and makes it more challenging to articulate shared priorities to governments and donors. Without stronger horizontal coordination, CSOs risk competing rather than complementing one another in their advocacy and support work.

Figure 3. Main challenges for Ukrainian CSOs

Source: Zubkovych et al., 2025.

Funding emerged as one of the most pressing issues in the survey. Most organizations reported reliance on short-term, project-based grants or donations. Many CSOs lack multi-year funding, which makes strategic planning and staff retention almost impossible. This precarious situation often leads to volunteer burnout and creates uncertainty about the future of their programs. Donor practices have unintentionally exacerbated this vulnerability by neglecting the long-term capacity-building needs of diaspora CSOs.

The survey further highlights significant disparities in institutional access. Larger CSOs, particularly those based in capital cities such as Stockholm, Oslo, and Helsinki, enjoy greater visibility and are more likely to receive invitations to political consultations. By contrast, smaller groups in regions often remain excluded from policy-making processes, despite being closer to affected communities. This imbalance risks creating unequal representation, where only a handful of well-resourced organizations shape public debate, while others remain invisible. Respondents from Baltic states also pointed out that while they are engaged in cultural diplomacy and integration activities, they struggle to gain recognition from national ministries or international donors. The result is a fragmented advocacy landscape, where not all voices are equally heard.

Many organizations reported gaps in technical capacity, particularly a lack of specific skills in fundraising, project management, digital communication, lobbying, and public outreach. Additionally, the survey highlighted the dual role that Ukrainian CSOs currently play outside Ukraine. On one hand, they act as advocates for Ukraine internationally, lobbying for sanctions, military aid, and continued political support. On the other hand, they provide practical integration services for displaced Ukrainians, including legal counselling, language courses, housing support, and employment assistance. While both roles are crucial, this dual identity can create tensions. For instance, CSOs in Sweden and Finland reported that resources devoted to advocacy sometimes limited their ability to address integration needs, while groups in Estonia and Latvia noted that local integration demands risk overshadowing their transnational advocacy. Without clearer strategies or additional resources, CSOs may struggle to balance these functions effectively.

Conclusion

The survey of Ukrainian CSOs in the Nordic-Baltic region, combined with insights from NUAS 2025, highlights both their urgent needs and strategic opportunities.

For CSOs, strengthening coordination mechanisms is critical to reduce duplication and amplify their collective influence. Creating cross-border advocacy platforms and thematic working groups would help CSOs to better coordinate their activities, learn from others’ experience, and articulate common priorities. In particular, smaller CSOs would benefit from learning how to adopt effective communication strategies, diversify outreach through multiple platforms, and enhance engagement with local communities and institutional stakeholders.

At the same time, CSOs should invest in internal capacity: skills training in project management, advocacy, and digital communication can improve efficiency and increase funding opportunities. Finally, CSOs should balance their dual roles, such as supporting displaced Ukrainians locally while advocating for Ukraine internationally, by dividing responsibilities and tailoring strategies to avoid role conflict.

In turn, policymakers and donors may benefit from closer cooperation with Ukrainian CSOs. As documented by Anisimova et al.  (2025), Ukrainian CSOs and civil society actors have already stepped in to fill gaps left by the public sector in the Nordic-Baltic countries. They have been facilitating labor market integration by offering mentorship, language support, and professional networks; improving access to information and bridging communication barriers between displaced people, employers, and municipalities. By recognizing and making use of Ukrainian CSOs’ experience, NB8 governments can develop more efficient mechanisms for integrating displaced populations. Furthermore, wider interaction with CSOs – including small local ones, currently underrepresented in the policy dialogue – may help coordinate with local communities and ensure inclusive policy-making processes.

Ultimately, it is important to recognize the role of Ukrainian civil society not only as a facilitator in the immediate support efforts but also as a strategic partner in shaping Europe’s long-term peace architecture.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Liberal Values in Ukraine Days Before the 2022 Invasion

Posted on September 22, 2025 | Policy Brief

Monument in Kyiv at sunrise symbolizing Ukraine liberal values of freedom, democracy, and resilience.

Just weeks before Russia’s full-scale invasion in 2022, the European Social Survey completed the 10th round of data collection on public attitudes and beliefs in Ukraine. This policy brief examines regional variation in liberal values such as attitudes toward democracy and the EU, based on that data. While respondents in Eastern Ukraine were more skeptical of democracy and EU integration, they did not consistently reject liberal social values to a greater extent than respondents in other parts of the country. The most striking divide however, lies in institutional trust, which was significantly lower in Eastern Ukraine. This suggests that trust in institutions, which may have been further negatively impacted by prolonged exposure to violence since 2014, underlie the observed regional differences in attitudes towards democracy and the EU. Understanding these differences is vital for policymakers navigating Ukraine’s reform and EU accession process.

Introduction

It has been well documented that values in post-communist countries in Eastern Europe on average, tend to be more authoritarian, more nationalistic, more in favor of state intervention in the economy, and more skeptical towards sexual and ethnic minorities and foreigners than in Western Europe (e.g., Roland 2012). Behind the averages, however, there is substantial variation in values across subgroups of populations. Even before the onset of the full-scale Russian invasion, a discussion on regional Ukrainian differences in relation to democratic values, the wish for EU integration, and similar liberal attitudes existed, both in and outside of the country.

The path towards a closer relationship with Europe and the EU started already in 2014, but since February 2022, Ukraine has politically positioned itself even closer to the EU, and an EU accession process is now underway. However, for a successful reform process in Ukraine, how public opinion is shaped and whether attitudes and values converge towards those of the EU will be important (Olofsgård et al. 2024).

With this in mind, this policy brief provides a descriptive account of public liberal values in Ukraine by analyzing data from the 10th round of the European Social Survey (ESS) conducted just weeks before the full-scale invasion on the 22nd of February 2022. Some of the differences we observe are likely long-standing and related to differences in language preferences and cultural and informational exposure from Russia and the EU, respectively. Yet, given the exposure to instability and conflict in the eastern part of Ukraine since 2014, we also discuss the role that exposure to conflict may have played in explaining several attitudinal dimensions, including satisfaction with democracy, support for liberal social values, attitudes toward Europe and EU integration, as well as levels of trust.

Data

The ESS round 10 data was collected through face-to-face interviews in Ukraine between January 18th, 2022, and February 8th, 2022. The nationally representative survey focuses on public attitudes, beliefs, and behaviors and includes questions on opinions on democracy, the EU, and similar topics commonly considered to capture liberal views.

ESS Sample Characteristics

The sample consisted of more women than men (about 59 percent and 41 percent, respectively). While the Ukrainian population is well-educated, most still find it difficult (41 percent) or very difficult (32 percent) to live comfortably on their income. 11.5 percent of the sample was unemployed, while 31 percent were retired. Broken down by location, most average outcomes are similar, albeit with the East displaying somewhat lower levels of education and greater income difficulties (see Figure 1 for an illustration of what oblasts (regions) are included in each geographical unit). Unemployment was, however, substantially higher in the West (about 15 percent), while the share of retirees was lower (26 percent).

Some heterogeneity exists when it comes to belonging to a religious denomination. In the Central and South, around 63 percent state they belong to a church/mosque/synagogue, etc. The East is roughly at par with the national average (70 and 69.5 percent, respectively), while this figure is 82 percent in the Western part of the country. Similarly, there are major differences in the language one most often speaks at home. In the country as a whole, 13.4 percent stated they speak both Ukrainian and Russian at home. In the East, this figure was as high as 27.1 percent, displaying the duality in mother tongue in this part of Ukraine. The corresponding figure for the West was 3.3 percent. On the contrary, 92.4 percent marked that they most often speak only Ukrainian at home in the West, whereas this figure was only 5.2 percent in the East.

Figure 1. Geographical Classification of Ukraine’s Oblasts

Note: The map depicts the ESS coverage at the time of data collection, excluding Crimea and Sevastopol – illegally annexed by Russia since 2014.

Key Variables of Interest

To understand the views on liberal values, ESS responses to questions in the following areas have been considered:

  • I. Merits of democracy: satisfaction with the way democracy works; importance of living in a democratic country.
  • II. Liberal democratic values: agreement with statements such as “gay men and lesbians should be free to live their own lives as they wish”; attitudes towards the merits of obedience, respect for authority, and loyalty towards leaders; attitudes towards immigrants.
  • III. Opinions about Europe and the EU: support for further EU integration; emotional attachment to Europe; vote intention in a hypothetical EU referendum.

Regional Differences

There are some clear regional divides in attitudes toward democracy, liberal values, and EU integration across Ukraine in the weeks leading up to the full-scale Russian invasion. These differences are particularly pronounced between Eastern Ukraine and the Center, South, and West – though not uniformly in the same direction.

Figure 2. Attitudes toward democracy, liberal values, and EU integration across Ukraine

Source: Authors’ creation from ESS.

On democratic commitment, only 37 percent of respondents in the East considered it “extremely important” to live in a democratically governed country. This was about 16 percentage points lower than the national average. When categories were grouped into low, medium, and high importance, the East still trailed the national average by about 10 percentage points (about 67.5 and 75 percent, respectively). Similarly, satisfaction with democracy is the lowest among respondents from the East (about 6 percent compared to a national average, including the East, of 11 percent). Geographical differences are also evident in the responses to the question on whether it is acceptable for a country to have a strong leader above the law. A smaller share rejected this in the East (about 30 percent compared to the national average of 37 percent).

However, the East stood out in the other direction on some core liberal values, as depicted in Figure 2. It had the lowest share disagreeing with LGBT rights (31 percent vs. 40 percent nationally), the weakest support for teaching children obedience (17 percent), and the highest rejection of it (41 percent). Further, only 12 percent in the East agreed that “the country needs most loyalty towards its leaders,” compared to 26 percent nationally. This question could reflect one’s view on the current leadership, warranting some caution in the interpretation. On immigration, however, the East was less liberal: only 19 percent saw immigrants as having a positive impact, versus about 30 percent nationally.

The sharpest regional divide between the East and other regions concerns attitudes toward Europe and EU membership. In a hypothetical referendum, 73 percent of respondents in the East said they would vote to remain outside of the EU, compared to 47 percent in the South, 23 percent in the Central, and just 11 percent in the West. Support for further European unification was also substantially lower in the East, with only about 17 percent in favor of further unification, as compared to the almost 50 percent national average. Similarly, emotional attachment to Europe is substantially lower among respondents from the East, with nearly all respondents stating low or medium attachment only – figures that nearly invert those of respondents from the West of Ukraine.

The Role of Trust

Turning to the measures of trust, the East clearly stands out. Trust in the parliament, the police, political parties, politicians, and the legal system was substantially lower among respondents from the East (in the ranges of 5 to 15 percentage points more respondents answered they had a low level of trust in said institutions than the national average). When asked about trust in the United Nations, the East also stood out with more than 50 percent stating low trust compared to the national average of about 37. The same pattern holds also when asked about the European Parliament – 73 percent compared to the national average of about 44 percent – stated low trust. Respondents from the South also displayed lower levels of trust across all measures, but the deviations from the average are about half as big as the East.

When asked whether people can generally be trusted, or one can’t be too careful, the East did not stand out in this way, underpinning how distrust is strongly directed toward institutions, both national and international.

Conflict Exposure

Figure 3 details the conflict intensity in the last two years leading up to Russia’s full-scale invasion of Ukraine. As can be seen, incidents of violence are concentrated in the Donbass area, including the Donetsk and Luhansk regions. While not marked by similar levels of active conflict, Kharkiv oblast – also part of the East classification – borders areas with high levels of conflict intensity in the Donbass, as well as Russia in the east.

Figure 3. Conflict intensity in Ukraine, by raion

2020

 

2021

Source: Authors’ creation from Armed Conflict and Location Data.

It should be noted that the map also depicts strategic deployments and political unrest, such as demonstrations, explaining the prevalence of “conflict” also in a few other places in Ukraine prior to February 2022. The occurrences of such incidents are, however, far less than those in Luhansk oblast and Donetsk oblast at the time. An important piece of information is that the intensity pattern holds for the time Armed Conflict and Location Data for Ukraine has been available (2018), i.e. individuals situated in the East have been exposed to incidences of violence over a prolonged period of time.

This raises the question whether this exposure to violence may have contributed to increased differences in trust in institutions and support for democracy and the EU beyond what was already there before 2014. The most immediate effect probably comes from selective migration, i.e., that individuals who remain in the eastern regions in early 2022 despite the violence since 2014 may be those who, on average, are more skeptical of the Ukrainian government and its tilt away from the authoritarian Russia and towards the EU. But previous literature and recent studies on Ukraine suggest that there may also be a direct effect coming from exposure to violence on an individual’s attitudes. This relationship has recently been mapped by Obrizan (2025). A key finding is that military solutions are preferred in the segment of the population that has experienced hardship and personal losses since the full-scale invasion in 2022.

More generally, any kind of trust – including the interpersonal one – can be affected by exposure to conflict. The relationship is complicated, and in some instances, violence can cause more pro-social attitudes and behavior. An important distinction, however, is that exposure to violence amplifies the distinctions in attitudes and behavior towards members of in- and out-groups (Olofsgård, 2025). This suggests that conflict may have further increased the differences between the East of Ukraine and the rest of the country, if many residents in the former perceive national and western institutions as being dominated by groups they do not feel strong attachments to.

Further, terror management theory (e.g., Landau et al. 2004) suggests that fear induces support for charismatic and strong leadership. In a context where liberal democracy is not everywhere well enough entrenched, this may tilt over into support for more authoritarian leadership in response to attacks triggering stronger emotions of fear. Furthermore, work by Feldman and Stenner (1997) shows that the impact of perceived societal threat on triggering stronger authoritarian preferences can depend on authoritarian predispositions. The latter is measured by, e.g., looking at attitudes towards child rearing and emphasis on obedience. In the context of the finding above, this would imply that the impact of violence on authoritarian preferences would be weaker in the eastern parts of Ukraine, compared to the rest of the country, a potentially interesting avenue for future research.

Conclusions

The findings in this policy brief nuance simple narratives about regional divides in Ukraine. While dissatisfaction with democracy and skepticism toward the EU are more common in the East, this does not necessarily correspond to a general rejection of liberal social values. In some cases — such as attitudes toward child-rearing, authority, and LGBT rights — respondents from the East even express more liberal views than elsewhere.

Not explicitly discussed in the brief is the topic of mother tongue. The data shows that Russian speakers are less emotionally attached to Europe and less supportive of EU integration. Yet, there is no consistent evidence that Russian speakers are less committed to liberal democratic values overall. The effect of language is difficult to disentangle from geography, particularly given the concentration of Russian speakers in Eastern Ukraine.

What does stand out more clearly is that trust and the general view on institutions are substantially lower and more negative in the East. Respondents from the East consistently report lower trust in national and international political institutions. Interestingly, this pattern does not extend to generalized social trust — the East does not differ markedly from the rest of the country. This contrast suggests a more focused skepticism directed at formal institutions, rather than widespread social distrust. One possible explanation, as discussed in Olofsgård (2025), is that when exposed to conflict and violence, interpersonal trust may reflect confidence in one’s in-group, while institutional trust hinges on feeling represented within the broader political system. If respondents from the East perceive themselves as excluded from the national or European in-group, this could explain their lower levels of trust in both domestic and international institutions, and exposure to violence may have further amplified this. While signs of such alienation appear in the data, one should refrain from drawing too strong conclusions from this alone. Another possible explanation is that prolonged exposure to violence has eroded confidence in the government’s ability to protect citizens, and in the effectiveness of EU support, which would turn support away from the EU option preferred by the current government.  Future research on the effects of war exposure should more carefully disentangle the various aspects and forms of trust and how they relate to liberal values in Ukraine. Rebuilding institutional trust remains a key challenge. In this context, instilling peace and decentralizing political power may be essential for increasing trust in the Eastern part of the country, if that helps residents in the East to identify with public institutions. As Ukraine advances on its path toward EU membership, fostering a shared sense of national belonging will be critical in overcoming the narrative of an East–West divide when rebuilding the country.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Georgian Experience of Gender Biased Sex Selection

Posted on October 8, 2018 | Policy Brief

20181008 Georgian Experience Image 01

This policy brief presents the evidence on gender biased sex selection (GBSS) in Georgia, giving an overview of the so-called “sex ratio transition” process, and discussing the determinants of GBSS using a demand and supply-side approach. After its independence from the Soviet Union, Georgia started experiencing a significant rise of the sex ratio at birth (SRB) and in 2004 the country had reached one of the highest SRB rates in the world. A traditionally pronounced son preference was further strengthened by deteriorated economic conditions, decrease in fertility and relatively easy and cheap access to technologies for early sex determination and abortion. However, Georgia has managed to reverse and stabilize a skewed SRB rate. Among the factors that might have contributed are the strengthening of the social security system, improved economic conditions, a rise in fertility rates, economic empowerment of women, and the increased cultural influence of Western values. This trend reversal places Georgia in a unique position and may provide valuable insights for other countries who struggle with the same problem.

It is widely recognized that the Caucasus has traditionally been a “male-dominated region,” with a particularly strong son preference. However, before the dissolution of the Soviet Union in the early 1990s, sex ratios at birth in the Caucasus countries were very close to normal levels.

After independence from the Soviet Union, the SRB started rising immediately in Georgia, reaching 114.1 male births per 100 female births by 1999 (while the biologically normal SRB level is 105 male births per 100 female births). In the early 2000s, SRB peaked and stabilized between 112 and 115 male births per 100 female births for several years.  As Figure 1 shows, after reaching historically high levels in 2004, SRB started to decline and finally returned to a normal level by 2016.

Figure 1. Estimated sex ratio at birth in 1990-2016

Source: UNFPA, 2017.

The sex selection here is not discussed as “an archaic practice” in Georgia, but rather a modern reproductive behavior, a rational strategy responding to the surrounding environment – demand and supply factors. Demand-side factors include socio-economic and cultural factors that make having a boy more beneficial for a family and lower the value of girls – leading to son preference. The fertility rate is also accounted as a demand-side factor since low or decreasing fertility can increase incentives to perform selective abortions. As for the supply-side factors, they cover the ease of access to  technologies for early sex determination and selective abortion and its cost, as well as the content of the legislation regulating abortion.

Demand side factors

Factors increasing demand

Son preference and a patrilineal system. The traditional Georgian family is patrilineal. Patrilineality, also known as the male line, is a common kinship system in which an individual’s family membership derives from and is recorded through his or her father’s lineage. It generally involves the inheritance of property, rights, names, or titles by persons related through male kin. In such systems, women join their husbands’ families after marriage and are expected to care for their in-laws rather than their parents. Sons are expected to stay with their parents and take care of them. Thus, patrilineal systems make daughters less beneficial and desirable to their parents compared to sons. UNFPA (2017) concludes that the practice of post-marital co-residence with parents is still quite widespread in Georgian society, and this pattern is biased towards the male kin line, downplaying the role of women and their kin. The patrilocal residence (the situation in which a married couple resides with or near the husband’s parents) is more common in villages (more than 90%) than in urban areas (75%). The incidence of patrilocal residence is the lowest in Tbilisi (69%). In general, patrilocal residence decreases with improving economic conditions.

Demographic change – changes in fertility rates. Low or decreased fertility rates (when other factors favorable for GBSS are in place) mean that families are no longer able to ensure the birth of a son through repeated pregnancies. In societies characterized by strong son preference, and with increasing availability of sex detection technologies, couples start to opt for sex selection because they want to avoid additional births of girls, something that contraception cannot alone ensure. Therefore, low fertility acts as a “squeeze factor,” forcing parents to make choices ensuring the desired gender composition of their family.

An inverse relationship between fertility and SRB is observed in Georgia. The first decade of transition to market economy was severe for the country. Reducing household size was one strategy chosen by Georgian families to cope with increased rates of unemployment, deterioration of the social security system and deprivation of basic needs such as water and electricity. The decline of fertility during the years 1990-2003 coincided with increased SRB levels. When fertility started to rebound in 2003, the “squeeze factor” began to vanish, removing pressure on the SRB. At the same time, the SRB started to decline.

The low value of women. In Georgia, women are stereotypically perceived as natural caretakers, whose core responsibilities involve child care and household duties. They are also expected be obedient to their husbands and let them have leading positions in various activities (UNDP 2013). The majority of the population in the country thinks that men should be the ones who are the family’s decision-makers and that they should also be the main breadwinners. According to a 2010 study, 83% of respondents think that men should be the main breadwinners in the family, and 63% believe that they should also be the family’s decision-makers (CRRC, 2010). It is evident that such attitudes and values contribute to decrease the perceived value of girls in society, compared to boys, and add additional stimulus to GBSS.

Factors decreasing demand

The strengthening of state institutions and the social security system. Georgia has experienced a deep transformation of its social, economic and political systems in the last fifteen years. Reforms were carried out in all sectors. Most importantly, the country totally restructured its social security system, which was practically non-existent in Georgia at the beginning of the 1990’s. Currently, Georgian citizens are offered: a) universal pension system, above the subsistence minimum, which provides a flat rate benefit to all elderly; b) social assistance, which represents a monthly subsidy to poor families, is well targeted, and has contributed to reducing poverty (Kits et al. 2015), and (c) a universal health insurance system which covers all people who are uninsured by private companies and softens the burden of health care expenditures for households.

These changes, together with the improved general economic situation in the country, have decreased the role of the family as a buffer institution offering protection and stability (notably through sons), and provided more formal alternatives for social security, bank loans, contractual employment, etc. Due to this, the (large) intergenerational family is no longer perceived as the only strategy for coping with social and financial uncertainty.

New cultural influence of Western values. From the early 2000s, Georgia has been increasingly exposed to Western norms and culture through media, migration, increased tourism, and the process of economic integration with the European Union. According to experts, this process was accompanied by “media support and an enthusiastic, quasi-propagandistic hail. The general spirit was to promote an image of Georgia as a country open to the world with West-European views and lifestyles” (UNFPA 2017).

Supply side factors

While the availability of technologies for the early determination of sex and for abortion is not the root cause of GBSS, it constitutes a facilitating supply factor. Without prenatal diagnostics and accessibility of abortion, parents would not be able to resort to selective abortions even if they had a pronounced preference for boys.

Currently, Georgia is among the countries offering high-tech reproductive services. Private clinics, hospitals, and special reproductive medicine centers compete to supply reproductive services, and one can easily see the most recent ultrasound technologies in the great majority of the urban facilities. In addition, the cost of an ultrasound test is extremely low, depending on the service provider. This represents only 1.9%-4.8% of the average monthly incomes per Georgian household. In this context, the GBSS-related demand for prenatal diagnostics can easily be accommodated, when it arises.

Conclusion

Georgia has had a unique experience of “sex ratio transition” in the region, which was an integral part of its overall transformation process. The deteriorated social and economic conditions of households following the beginning of the transition process, coupled with easier and cheaper access to prenatal diagnostics were reflected in a skewed SRB and manifested son preference. Only when socio-economic conditions improved, and the country accelerated its institutional strengthening and modernization process, did the SRB returned to its normal level.

It is too early to conclusively state that Georgia is back to normal SRB levels for good. Birth masculinity still remains at a high level i) for third-order births, as the most of the couples are reluctant to have more than three children, and giving birth to a third child is the last chance for families to have a boy; ii) there is a significant urban-rural divide in the context of birth order. For three or higher order births, SRB is significantly distant from normal levels for almost all regions, reaching beyond 145, while in Tbilisi the bias remains moderate; iii) gender-biased sex selection remains high among poor people and ethnic minorities.

If Georgia is to minimize the incidence of GBSS in the future, it needs to act on several fronts: enhance gender equality through qualitative research and civic activism; increase the perceived value of girls and women in the society through policies and initiatives addressing cultural stereotypes, as well as by publicizing illuminated stories of success of girls and women that provide positive role models; monitor SRB trends; support advocacy actions and awareness-raising campaigns on GBSS and encourage the ethical use of sex detection technologies.

References

Disclaimer: Opinions expressed in policy briefs and other publications are those of the authors; they do not necessarily reflect those of the FREE Network and its research institutes.

Is Cutting Russian Gas Imports Too Costly For The EU?

Posted on June 9, 2014 | Policy Brief

20140608 FREE Network Policy Brief

This brief addresses the economic costs of a potential Russian gas sanction considered by the EU. We discuss different replacement alternatives for Russian gas, and argue that complete banning is currently unrealistic. In turn, a partial reduction of Russian gas imports may lead to a loss of the EU bargaining power vis-à-vis Russia. We conclude that instead of cutting Russian gas imports, the EU should put an increasing effort towards building a unified EU-wide energy policy.

Soon after Russia stepped in Crimea, the question of whether and how the European Union could react to this event has been in the focus of political discussions. So far, the EU has mostly implemented sanctions on selected Russian and Ukrainian politicians, freezing their European assets and prohibiting their entry into the EU, but broader economic sanctions are intensively debated.

One such sanction high on the political agenda is an EU-wide ban on imports of Russian gas. Such a ban is often seen as one of the potentially most effective economic sanctions. Indeed the EU buys more than half of total Russian gas exports (BP 2013), and gas export revenues constitute around one fifth of the Russian federal budget (RossBusinessConsulting,2012 and our calculations). Thus, by banning Russian gas the EU may indeed be able to exert strong economics pressure on Russia.

However, the feasibility of such sanction is questionable. Indeed, in 2012 Russia supplied around 110 bcm of natural gas to EU-28 (Eurostat), which constitutes 22.5% of total EU gas consumption. There are a number of alternatives to replace Russian gas, such as an increase in domestic production by investing in shale gas, or switching to other energy sources, such as nuclear, coal or renewables. However, many of the above alternatives, e.g. shale gas or nuclear power, involve large and time-consuming investments, and thus cannot be used in the short run (say, within a year). Others, such as wind energy, are subject to intermittency problem, which again requires investments into a backup technology. The list of alternatives implementable within a short horizon is effectively down to replacing Russian gas by gas from other sources and/or switching to coal for electricity generation. Below, we argue that even if such a replacement is feasible, it is likely to be very costly for the EU, both economically and environmentally.

Notice that any replacement option will be automatically associated with a significant increase in economic costs. This is due to the fact that a substantial part of Russian gas exports to Europe (e.g., according to Financial Times, 2014 – up to 75%) are done under long-term “take-or-pay” contracts. These contracts assume that the customer shall pay for the gas even if it does not consume it. In other words, by switching away from Russian gas, the EU would not only incur the costs of replacing it, but also incur high financial or legal (or both) costs of terminating the existing contracts with Russia, with the latter estimated to be around USD 50 billion (Chazan and Crooks, Financial Times, 2014).

Due to this contract clause, own costs of replacement alternatives become of crucial importance. The coal alternative is currently relatively cheap. However, a massive use of coal for power generation is associated with a strong environmental damage and is definitely not in line with the EU green policy.

What about the cost of reverting to alternative sources of gas? First, in utilizing this option, the EU is bound to rely on external and potentially new gas suppliers. Indeed, the estimates of potential contribution within the EU – by its largest gas producer, the Netherlands – are in the range of additional 20 bcm (here and below see Zachmann 2014 and Economist 2014). Another 15-25 bcm can be supplied by current external gas suppliers: some 10-20 bcm from Norway, and 5 bcm from Algeria and Libya. This volume is not sufficient for replacement, and is not likely to be cheaper than Russian gas.

This implies that the majority of the missing gas would need to be replaced through purchases of Liquefied Natural Gas (LNG) on the world market, in particular, from the US. This option may first look very appealing. Indeed, the current gas price at Henry Hub, the main US natural gas distribution hub, is 4.68 USD/mmBTU (IMF Commodity Statistics, 2014). Even with the costs of liquefaction, transport and gasification – which are estimated to be around 4.7 USD/mmBTU (Henderson 2012) – this is way lower than the current price of Russian gas at the German border (10.79 USD/mmBTU, IMF).

However, this option is not going to be cheap. A substantial increase in the demand for LNG is likely to lead to an LNG price hike. Notice that, at the abovementioned prices, US LNG starts losing its competitive edge in Europe already at a 15% price increase. Just for a very rough comparison, the 2011 Fukushima disaster lead to 18% LNG price increase in Japan in one month after disaster. Some experts are expecting the price of LNG in Europe to rise as much as two times in these circumstances (Shiryaevskaya and Strzelecki, Bloomberg, 2014).

Moreover, it is not very likely that there will be sufficient supply of LNG, even at increased prices. For example, in the US, which is the main ”hope” provider of LNG replacement for Russian gas, only one out of more than 20 liquefaction projects currently has full regulatory approval for imports to the EU. This project, Cheniere Energy’s Sabine Pass LNG terminal, is planned to start export operations no earlier than in the 4th quarter of 2015 with a capacity of just above 12bcma (World LNG Report, 2013). Of course, there are other US and Canada gas liquefaction projects currently undergoing regulatory approval process, but none of them is going to be exporting in the next year or two. Another potential complication is that two thirds of the world LNG trade is covered by long-term oil-linked contracts (World LNG Report, 2014), which significantly restricts the flexibility of short-term supply reaction, contributing to a price increase. All in all, LNG is unlikely to be a magical solution for Russian gas replacement.

All of the above discussion suggests that it may be prohibitively expensive for the EU to do completely without Russian gas. Maybe the adequate solution is partial? That is, shall the EU cut down on its imports of natural gas from Russia, by, say, a half, instead of completely eliminating it?

On one hand, this may indeed lower the costs outlined above, such as part of take-or-pay contract fines, or costs associated with an LNG price increase. On the other hand, cutting down on Russian gas imports may lead to an important additional problem, loss of buyer power by the EU.

Indeed, the dependence on the gas deal is currently mutual – as outlined above, not only Russian gas is important for the EU energy portfolio; the EU also represents the largest (external) consumer of Russian gas, with its 55% share of the total Russian gas exports. In other words, the EU as a whole possesses a substantial market power in gas trade between Russia and the EU, and this buyer power could be and should be exercised to achieve certain concessions, such as advantageous terms of trade from the seller etc.

However, the ability to have buyer power and to exercise it depends crucially on whether the EU acts as a whole to exercise a credible pressure on Russia. That is, the EU Member States may be much better off by coordinating their energy policies rather than diluting the EU buyer power by diversifying gas supply away from Russia. This coordination may be a challenge given the Member States’ different energy profiles and environmental concerns. Also, such coordination requires a stronger internal energy market that will allow for better flow of the gas between the Member States. While demanding any of these measures would be double beneficial: they will improve the internal gas market’s efficiency, and at the same time reinforce the EU’s buyer power vis-à-vis Russia.

To sum up, the EU completely banning Russian gas imports does not seem a feasible option in the short run. In turn, half-measures are not necessarily better due to the loss of the EU’s buyer power. Thereby, the best short-term reaction by the EU may be to put the effort into working up a strong unified energy policy, and to place “gas at the very back end of the sanctions list” for Russia as suggested by the EU energy chief Gunther Oettinger (quoted by Shiryaevskaya and Almeida, Bloomberg, 2014).

 

References