Skip to main content

Home/ Long Game/ Group items tagged analysis

Rss Feed Group items tagged

Filter: All | Bookmarks | Topics Simple Middle
anonymous

Intelligence and Human Networks - 1 views

www.stratfor.com/...ntelligence-and-human-networks

shared by anonymous on 10 Jan 13 - Cached
Erik Hanson liked it
  • one task common to any intelligence organization is defining the human network of a state, criminal organization, militant movement or any other organization to better determine and understand a group's characteristics and abilities.
  • A human network in this sense is a broad term used to describe the intricate web of relations existing in an organization and within a specific region.
  • People use human networks to organize the control of resources and geography. No person alone can control anything of significance.
  • ...4 more annotations...
  • To discern who's who in a group, and therefore whether an individual matters in a group, requires both intelligence and analysis to make sense of the intelligence.
  • How intelligence is acquired depends on the resources and methods available to an intelligence organization, while the analysis that follows differs depending on the intent.
  • Detaining an individual who lays improvised explosive devices on a road may result in short-term disruptions to the target's area of operations, but identifying and detaining a bombmaker with exclusive experience and training will have a far greater impact.
  • Every individual within a given human network has reasons to be tied to others within the network. Understanding what unites the individuals in an organization provides further depth of understanding. Whether it be ideology, mutual interests, familial ties or paid services, why a relationship exists will help determine the strength of such bonds, the motives of the network and the limitations to what a network can accomplish.
  • anonymous on 10 Jan 13
     
    "Stratfor views the world through the lens of geopolitics, the study of hard, physical constraints on man's ability to shape reality. Political decisions are limited by the geography in which they take place, eliminating many of the options concocted by ideologues and making their human decisions easier to predict. But the study of geopolitics only takes the understanding of global affairs so far: It identifies the geographical constraints but leaves an array of options open to human actors. So when forecasting on a shorter time frame, analysis must go beyond geographical constraints to more specific, temporal constraints. For this reason, predicting the short-term activities of human actors requires an understanding of the constraints they face in the human terrain within which they operate."
anonymous

Anarchy and Hegemony - 0 views

www.stratfor.com/...anarchy-and-hegemony

shared by anonymous on 17 Apr 13 - Cached
  • Everyone loves equality: equality of races, of ethnic groups, of sexual orientations, and so on. The problem is, however, that in geopolitics equality usually does not work very well. For centuries Europe had a rough equality between major states that is often referred to as the balance-of-power system. And that led to frequent wars
  • East Asia, by contrast, from the 14th to the early 19th centuries, had its relations ordered by a tribute system in which China was roughly dominant. The result, according to political scientist David C. Kang of the University of Southern California, was a generally more peaceful climate in Asia than in Europe.
  • The fact is that domination of one sort or another, tyrannical or not, has a better chance of preventing the outbreak of war than a system in which no one is really in charge
    • anonymous
      anonymous on 17 Apr 13
       
      That is quite the statement. On the surface, it *feels* true. Let's see the follow-through.
  • ...28 more annotations...
  • Columbia University's Kenneth Waltz, arguably America's pre-eminent realist, says that the opposite of "anarchy" is not stability, but "hierarchy."
  • Hierarchy eviscerates equality; hierarchy implies that some are frankly "more equal" than others, and it is this formal inequality -- where someone, or some state or group, has more authority and power than others -- that prevents chaos. For it is inequality itself that often creates the conditions for peace.
  • Government is the most common form of hierarchy.
  • It is a government that monopolizes the use of violence in a given geographical space, thereby preventing anarchy. To quote Thomas Hobbes, the 17th century English philosopher, only where it is possible to punish the wicked can right and wrong have any practical meaning, and that requires "some coercive power."
  • The best sort of inequality is hegemony.
  • Whereas primacy, as Kang explains, is about preponderance purely through military or economic power, hegemony "involves legitimation and consensus."
  • That is to say, hegemony is some form of agreed-upon inequality, where the dominant power is expected by others to lead.
  • When a hegemon does not lead, it is acting irresponsibly.
  • hegemony has a bad reputation in media discourse.
  • But that is only because journalists are confused about the terminology, even as they sanctimoniously judge previous historical eras by the strict standards of their own. In fact, for most of human history, periods of relative peace have been the product of hegemony of one sort or another. And for many periods, the reigning hegemonic or imperial power was the most liberal, according to the standards of the age.
  • Rome, Venice and Britain were usually more liberal than the forces arranged against them.
    • anonymous
      anonymous on 17 Apr 13
       
      I call BULLSHIT on the Rome thing. There is some strong evidence that they were quite lacking in human rights relative their northern Gaulish neighbors (which they smashed to claim their gold mines).
  • There are exceptions, of course, like Hapsburg Spain, with its combination of inquisition and conquest. But the point is that hegemony does not require tyrannical or absolutist rule.
    • anonymous
      anonymous on 17 Apr 13
       
      I'll buy it. I remember how John Green noted that the Greek city states won a war against the Persians - who had abolished slavery and had greater rights of expression for the multiplicity of ethnicities within their borders.
  • there are few things messier in geopolitics than the demise of an empire.
  • The collapse of the Hapsburgs, of the Ottoman Turks, of the Soviet Empire and the British Empire in Asia and Africa led to chronic wars and upheavals. Some uncomprehending commentators remind us that all empires end badly. Of course they do, but that is only after they have provided decades and centuries of relative peace.
  • Obviously, not all empires are morally equivalent.
  • Therefore, I am saying only in a general sense is order preferable to disorder.
  • Though captivating subtleties abound: For example, Napoleon betrayed the ideals of the French Revolution by creating an empire, but he also granted rights to Jews and Protestants and created a system of merit over one of just birth and privilege.
  • In any case, such order must come from hierarchal domination.
  • Indeed, from the end of World War II until very recently, the United States has performed the role of a hegemon in world politics. America may be democratic at home, but abroad it has been hegemonic.
  • That is, by some rough measure of international consent, it is America that has the responsibility to lead. America formed NATO in Europe, even as its Navy and Air Force exercise preponderant power in the Pacific Basin. And whenever there is a humanitarian catastrophe somewhere in the developing world, it is the United States that has been expected to organize the response.
  • Periodically, America has failed. But in general, it would be a different, much more anarchic world without American hegemony.
  • But that hegemony, in some aspects, seems to be on the wane. That is what makes this juncture in history unique.
  • When it comes to the Greater Middle East, Americans seem to want protection on the cheap, and Obama is giving them that. 
  • We will kill a terrorist with a drone, but outside of limited numbers of special operations forces there will be no boots on the ground for Libya, Syria or any other place.
  • Richard Nixon, Ronald Reagan and George H.W. Bush were noted for American leadership and an effective, sometimes ruthless foreign policy.
  • Since the Cold War ended and Bill Clinton became president, American leadership has often seemed to be either unserious, inexpertly and crudely applied or relatively absent.
    • anonymous
      anonymous on 17 Apr 13
       
      Yeah, that pussy Clinton, who couldn't get UN support for the Balkans and then proceeded to move through Nato. Sure, it was airstrikes and logistics, but it was no equivocal. Whether you like the action or not. ::raspberry:: [citation needed]
  • Nevertheless, in the case of the Middle East, do not conflate chaos with democracy. Democracy itself implies an unequal, hierarchal order, albeit one determined by voters. What we have in the Middle East cannot be democracy because almost nowhere is there a new and sufficiently formalized hierarchy. No, what we have in many places in the Middle East is the weakening of central authority with no new hierarchy to adequately replace it.
  • Unless some force can, against considerable odds, reinstitute hierarchy -- be it an American hegemon acting globally, or an international organization acting regionally or, say, an Egyptian military acting internally -- we will have more fluidity, more equality and therefore more anarchy to look forward to.
  • anonymous on 17 Apr 13
     
    "Everyone loves equality: equality of races, of ethnic groups, of sexual orientations, and so on. The problem is, however, that in geopolitics equality usually does not work very well. For centuries Europe had a rough equality between major states that is often referred to as the balance-of-power system. And that led to frequent wars. "
anonymous

Ukraine: On the Edge of Empires - 0 views

www.stratfor.com/...litical_journey_part_6_ukraine

shared by anonymous on 10 Feb 14 - No Cached
  • Uzhgorod today is on the Slovakian border, about 30 miles from Poland, 15 miles from Hungary and 50 miles from Romania. When my father was growing up, the borders moved constantly, and knowing these languages mattered. You were never sure what you'd be a citizen or subject of next or who would be aiming a rifle at you.
  • perhaps nowhere was there as much suffering from living on the edge than in Ukraine. Ukraine was caught between Stalin and Hitler, between planned famines and outright slaughter, to be relieved only by the grinding misery of post-Stalin communism. No European country suffered as much in the 20th century as Ukraine. From 1914 until 1945, Ukraine was as close to hell as one can reach in this life.
  • Ukraine was, oddly enough, shaped by Norsemen, who swept down and set up trading posts, eventually ruling over some local populations.
  • ...28 more annotations...
  • they came as merchants rather than conquerors, creating a city, Kiev, at the point where the extraordinarily wide Dnieper River narrows.
  • The flat country is made for internal conflict and dissension, and the hunger for a foreigner to come and stabilize a rich land is not always far from Ukrainians' thoughts.
  • Ukraine created Russia or vice versa. Suffice it to say, they developed together. That is more important than who did what to whom.
  • Consider the way they are said to have chosen their religion. Volodymyr, a pagan ruler, decided that he needed a modern religion. He considered Islam and rejected it because he wanted to drink. He considered Catholicism and rejected it because he had lots of concubines he didn't want to give up. He finally decided on Orthodox Christianity, which struck him as both beautiful and flexible.
  • As Reid points out, there were profound consequences: "By choosing Christianity rather than Islam, Volodymyr cast Rus' ambitions forever in Europe rather than Asia, and by taking Christianity from Byzantium rather than Rome he bound the future Russians, Ukrainians and Belarusians together in Orthodoxy, fatally dividing them from their Catholic neighbors the Poles."
  • I suspect that while Volodymyr liked his drink and his women, he was most concerned with finding a balance between powers and chose Byzantium to create space for Ukraine.
  • What makes this position unique is that Ukraine is independent and has been so for 18 years. This is the longest period of Ukrainian independence in centuries.
  • People in the west want to be part of the European Union. People in the east want to be closer to the Russians. The Ukrainians want to remain independent but not simply independent.
  • Ukraine is as important to Russian national security as Scotland is to England or Texas is to the United States.
  • In the hands of an enemy, these places would pose an existential threat to all three countries. Therefore, rumors to the contrary, neither Scotland nor Texas is going anywhere. Nor is Ukraine, if Russia has anything to do with it.
  • And this reality shapes the core of Ukrainian life. In a fundamental sense, geography has imposed limits on Ukrainian national sovereignty and therefore on the lives of Ukrainians.
  • From a purely strategic standpoint, Ukraine is Russia's soft underbelly.
  • Ukraine anchors Russian power in the Carpathians.
  • If Ukraine is under the influence or control of a Western power, Russia's (and Belarus') southern flank is wide open along an arc running from the Polish border east almost to Volgograd then south to the Sea of Azov, a distance of more than 1,000 miles, more than 700 of which lie along Russia proper. There are few natural barriers.
  • For Russia, Ukraine is a matter of fundamental national security. For a Western power, Ukraine is of value only if that power is planning to engage and defeat Russia
  • from the Russian point of view it is fundamental, regardless of what anyone is thinking of at the moment
  • Ukraine controls Russia's access to the Black Sea and therefore to the Mediterranean. The ports of Odessa and Sevastopol provide both military and commercial access for exports, particularly from southern Russia. It is also a critical pipeline route for sending energy to Europe, a commercial and a strategic requirement for Russia, since energy has become a primary lever for influencing and controlling other countries, including Ukraine.
  • This is why the Orange Revolution in Ukraine in 2004 was critical in transforming Russia's view of the West and its relationship to Ukraine.
  • Following the breakup of the Soviet Union, Ukraine had a series of governments that remained aligned with Russia. In the 2004 presidential election, the seemingly pro-Russian candidate, Viktor Yanukovich, emerged the winner in an election that many claimed was fraudulent. Crowds took to the streets and forced Yanukovich's resignation, and he was replaced by a pro-Western coalition.
  • The Russians charged that the peaceful uprising was engineered by Western intelligence agencies, particularly the CIA and MI6, which funneled money into pro-Western NGOs and political parties.
  • Whether this was an intelligence operation or a fairly open activity, there is no question that American and European money poured into Ukraine. And whether it came from warm-hearted reformers or steely eyed CIA operatives didn't matter in the least to Vladimir Putin.
  • Putin spent the next six years working to reverse the outcome, operating both openly and covertly to split the coalition and to create a pro-Russian government.
  • On the day we arrived in Kiev, two things were going on.
  • First there were demonstrations under way protesting government tax policy. Second, Yanukovich was in Belgium for a summit with the European Union.
  • The demonstrations were linked to a shift in tax law that increased taxes on small-business owners.
  • I have not been to other Ukrainian demonstrations but have been present at various other demonstrations around the world, and most of those were what some people in Texas call a "goat rodeo." I have never seen one of those, either, but I gather they aren't well-organized. This demonstration did not strike me as a goat rodeo.
  • This actually matters.
  • It just didn't seem that way to me. There were ample police in the side streets, but they were relaxed and not in riot gear. I was told that the police with riot gear were hidden in courtyards and elsewhere. I couldn't prove otherwise. But the demonstration struck me as too well-organized.
  • anonymous on 10 Feb 14
     
    "The name "Ukraine" literally translates as "on the edge." It is a country on the edge of other countries, sometimes part of one, sometimes part of another and more frequently divided. In the 17th and 18th centuries, it was divided between Russia, Poland and the Ottoman Empire. In the 19th century, it was divided between Russia and Austria-Hungary. And in the 20th century, save for a short period of independence after World War I, it became part of the Soviet Union. Ukraine has been on the edge of empires for centuries."
anonymous

Centripetal and Centrifugal Forces at Work in the Nation-State - 0 views

www.stratfor.com/...fugal-forces-work-nation-state

shared by anonymous on 13 Oct 14 - Cached
  • This dynamism is not limited to China. The Scottish referendum and waves of secession movements -- from Spain's Catalonia to Turkey and Iraq's ethnic Kurds -- are working in different directions.
  • in China, one of the most intractable issues in the struggle for unity -- the status of Tibet -- is poised for a possible reversal, or at least a major adjustment.
  • More important, a settlement between Beijing and the Dalai Lama could be a major step in lessening the physical and psychological estrangement between the Chinese heartland and the Tibetan Plateau.
  • ...20 more annotations...
  • The very existence of the Tibetan issue bespeaks several overlapping themes of Chinese geopolitics. Most fundamentally, it must be understood in the context of China's struggle to integrate and extend control over the often impassable but strategically significant borderlands militarily and demographically.
  • Perhaps no borderland is as fraught with as much consequence as Tibet under China's contemporary geopolitical circumstances. The Tibetan Plateau and its environs constitute roughly one-quarter of the Chinese landmass and are a major source of freshwater for China, the Indian subcontinent and mainland Southeast Asia.
  • Starting in the 7th century, China made sporadic attempts to extend its reach into the Tibetan Plateau, but it wasn't until the Qing dynasty that the empire made a substantial effort to gain authority over Tibetan cultural and social structures through control of Tibetan Buddhist institutions.
  • It is the Dalai Lama who represents the Tibetan identity in foreign capitals and holds a fractious Tibetan movement together, holding sway over both indigenous Tibetans in the homeland and the old and new generations of Tibetan exiles.
  • Under the People's Republic, China has some of the clearest physical control and central authority over one of the largest and most secure states in China's dynastic history.
  • Meanwhile, the Dalai Lama's international prestige exposed the central power in Beijing to numerous international critics. Moreover, it offered New Delhi an opportunity to exploit Beijing's concerns by hosting the Dalai Lama and the Tibetan government-in-exile.
  • Beijing's strategy has been to try to undermine the Dalai Lama's international prestige, constrain interaction between the exile community and Tibetans at home and hope that when the spiritual leader dies, the absence of his strong personality will leave the Tibetan movement without a center and without someone who can draw the international attention the Dalai Lama does.
  • Central to Beijing's calculation is interference in the succession process whereby Beijing claims the right to designate the Dalai Lama's religious successor and, in doing so, exploit sectarian and factional divisions within Tibetan Buddhism.
  • Beijing insists the reincarnation process must follow the Tibetan religious tradition since the Qing dynasty, meaning that it must occur within Tibetan territory and with the central government's endorsement, a process that highlights Tibet's position as a part of China, not an independent entity.
    • anonymous
      anonymous on 13 Oct 14
       
      The devil in the details.
  • the Dalai Lama has discussed the potential for succession through emanation rather than reincarnation. This would place his knowledge and authority in several individuals, each with a part of his spiritual legacy, but none as the single heir.
  • More concretely, the Dalai Lama has split the role of spiritual and political leadership of the Tibetan movement, nominally giving up the latter while retaining the former.
  • In doing so, he is attempting to create a sense of continuity to the Tibetan movement even though his spiritual successor has not been identified. However, it also separates the Dalai Lama from any Tibetan political movement, theoretically making it easier for the spiritual leader and Beijing to come to an accord about his possible return as a spiritual -- but not political -- leader.
  • But the maneuvering by the Dalai Lama reflects a deeper reality. The Tibetan movement is not homogenous. Tibetan Buddhism has several schools that remain in fragile coordination out of respect for the Dalai Lama. The Tibetan political movement is also fragmented, with the younger foreign-born Tibetans often more strongly pressing for independence for Tibet, while the older exiles take a more moderate tone and call for more autonomy. The peaceful path promoted by the Dalai Lama is respected, but not guaranteed forever, by the younger and more radical elements of the Tibetan movement, which have only temporarily renounced the use of violence to achieve their political goals.
  • At a minimum, the spiritual leader's fame means no successor will be able to exercise the same degree of influence or maintain internal coherence as he has done.
  • both Beijing and the Dalai Lama -- and by extension his mainstream followers -- understand how little time they have and how, without a resolution, the uncertainties surrounding the Tibet issue could become permanent after the spiritual leader's death.
  • Of course, many uncertainties surround the return of the Dalai Lama; it is even uncertain whether it could happen at all. Indeed, overcoming 55 years of hostile relations takes enormous effort, and even if the Dalai Lama is allowed to return to Tibet, it is only one of several steps in much broader negotiations between Beijing and the Tibetan exile community over how to reach a resolution, including the possible resettlement of 200,000 Tibetans in exile, the status of the government-in-exile, the authority of the Dalai Lama and, ultimately, the succession process for the spiritual leader.
  • Perhaps more important, even if there were signs of a resolution developing, the succession issue is likely to be a roadblock. Beijing is unlikely to give any concession in its authority to appoint a reincarnated spiritual leader, and the Dalai Lama shows little intention of allowing Beijing's unilateral move.
  • Again illustrating how an individual can play a role in geopolitics, the potential for reconciliation between Beijing and the Dalai Lama could affect the balance between China and India.
  • China has long viewed India's decision to host the Tibetan government-in-exile as a hostile gesture. However, India's ability to exploit China's concerns about Tibet has diminished along with the government-in-exile's influence and claim to represent Tibet as a legitimate entity.
  • a settlement would not eliminate the underlying geopolitical rivalry between India and China on other fronts -- from their 4,000-kilometer land border to the maritime competitions in the Indian Ocean and South China Sea and their competition for energy and other resources.
  • anonymous on 13 Oct 14
     
    ""Here begins our tale: The empire, long divided, must unite; long united, must divide. Thus it has ever been." This opening adage of Romance of the Three Kingdoms, China's classic novel of war and strategy, best captures the essential dynamism of Chinese geopolitics. At its heart is the millennia-long struggle by China's would-be rulers to unite and govern the all-but-ungovernable geographic mass of China. It is a story of centrifugal forces and of insurmountable divisions rooted in geography and history -- but also, and perhaps more fundamentally, of centripetal forces toward eventual unity."
anonymous

Russian Modernization, Part 1: Laying the Groundwork - 0 views

www.stratfor.com/...ation_part_1_laying_groundwork

geopolitics russia

shared by anonymous on 27 Jul 10 - Cached
  • Russia is launching a massive modernization program that involves seriously upgrading — if not building from scratch — many key economic sectors, including space, energy, telecommunications, transportation, nanotechnology, military industry and information technology.
  • Moscow has seen incredible success at home and in its near abroad. Now the plan is to make it last as long as possible.
  • However, there are two factors that could keep Russia from remaining strong enough to carry out its plans.
  • ...15 more annotations...
  • First, Russia is suffering from an extreme demographic crisis that could lead to a further decline of Russian society as a whole, much like the decline seen in the 1990s.
  • Second, Russia’s indigenous capital resources are insufficient to maintain its current economic structure — much less the economic power of the former Soviet Union.
  • Russia is now looking to extend its economic lifespan in hopes that the country can remain strong for another generation.
  • Russia has traditionally lagged behind Western nations in the fields of military, transportation, industry and technology but has employed periodic breakneck modernization programs, which have destabilized the country during their enactment while also bringing it into the modern era.
  • The main unifying theme of each modernization period in Russia was that it required the import of Western technology, information, planning or expertise.
  • Russia cannot simply throw more of its domestic population at the problem as it has in the past. It must import foreign expertise on a massive scale. So Russia is turning to the West for help.
  • Russia’s timing in this is critical. Moscow feels more secure in reaching out to the West for such deals because it has already expanded and consolidated control over much of its near abroad. Furthermore, Europe is fractured (and becoming more so) and the United States is occupied in the Middle East. This is a very opportune time for Russia to undertake another grand modernization.
  • First, Russia will have to change its restrictive laws against foreign investment and businesses, which the Kremlin implemented from 2000 to 2008 in order to contain foreign influence in the country.
  • Second, Russia has to moderate anti-Western elements of its foreign policy implemented from 2005 to 2008, to show that the country is pragmatic when it comes to foreigners.
  • Third, Russia will have to decide which investors and businesses to invite into the country.
  • The fourth part of the process is the most difficult and the most important. The Kremlin must calculate how far it can modernize without compromising the core of Russia, which depends on domestic consolidation and national security above everything else.
  • Russia remembers all too well what happened during the last modernization process — Perestroika — when too much modern and Western influence flooded the country, collapsing the Soviet Union’s social structure and political control.
  • First, there are those in the Kremlin — like Medvedev — who want full modernization, with sweeping reforms.
  • Second, there are the conservatives — who form the majority in the Kremlin — who are terrified that the chaos and collapse which followed Perestroika will recur.
  • That is why Russia is heading down the path of the third group within the Kremlin. This group is led by Putin, who is attempting to implement modernization in an incredibly careful step-by-step process in order to lead the country into the future while controlling foreign forces, to prevent them from shaking Russia’s foundation.
  • anonymous on 27 Jul 10
     
    "Russian President Dmitri Medvedev is leading a large delegation of Russian economists, politicians and businessmen on a tour of the United States this week. Medvedev's visit is part of Russia's effort to launch a massive modernization program that will involve attracting investment and expertise from the West. Russia's long-term survival depends on such modernization, but the process will require changes and compromise within the Kremlin." At StratFor on June 23, 2010.
anonymous

France in Turmoil | STRATFOR - 0 views

www.stratfor.com/...20101021_france_turmoil

geopolitics france europe

shared by anonymous on 22 Oct 10 - No Cached
  • The two groups have different economic and social interests, but they are coming together in their angst toward the government and in their anger toward President Nicolas Sarkozy. This presents a dangerous situation for Paris, as it has the potential to spark wider societal unrest unless the government moves to satisfy one of the groups.
  • The origins of the French welfare state go back to the 60-year period of nearly constant turmoil following the 1789 French Revolution. The revolution was followed by the 1793-94 Reign of Terror; the White Terror of 1794; Napoleon Bonaparte’s rule from 1804 to 1814, which included an almost uninterrupted period of pan-European warfare; another White Terror in 1815; and two more revolutions, in 1830 and 1848. The 1848 Revolution took on a particularly socialist tinge, as a nascent working class that was growing amid the country’s industrialization united with the peasantry in protest of their conditions.
  • Under Napoleon III, social order was largely restored for the next 20 years — to be disrupted by the war against Prussia in 1870 — but more importantly, the French social welfare state became a crucial part of the government’s social contract with its citizens. In order to pacify and unite its restive population, the state vowed that it would take care of its citizens from cradle to grave.
  • ...8 more annotations...
  • The French, in other words, are neither lazy nor illogical. The protesters see the reforms as a threshold that, if crossed by the government, could undermine the foundation of the last 150 years of French society. Thus, while only 7-8 percent of the working population belongs to a labor union — the lowest percentage in the EU and even lower than that in the United States — nearly 70 percent of the population supports the ongoing strikes and believes they should continue if the proposed reforms pass, which they likely will by Oct. 23.
  • The context of the 2010 unrest is therefore not very different from 1995. The French budget deficit is forecast to hit 8.2 percent of GDP, and Paris is being forced by Germany to rein in spending to conform to the EU’s fiscal rules. Germany is making EU-wide fiscal discipline an essential condition of its continued support for EU institutions, a message that was elucidated during the Greek sovereign debt crisis but understood to apply to everyone.
  • In addition to protests from the French middle classes and workers demanding a continuation of the established social contract, there are protests from French citizens who feel they were never offered that social contract in the first place.
  • The protests of the last couple of days in France have seen both groups pour out onto the streets. The rioting and violence are still not in any way at a level that could be construed as threatening to the government; both the 2005 and 2007 riots were more intense. However, the protesters are using more strategic tactics, targeting the country’s energy infrastructure, and hence are less reliant on drawing out the masses to the streets.
  • The youth need a flexible labor market and thus would need substantial portions of the French welfare state to be eroded if their employment situation were to be remedied. Therefore, Paris will have a hard time satisfying both groups.
  • Ultimately, the commitments Paris has made to its people over the last 150 years are incompatible with the commitments it has made to Berlin in the last 20 years.
  • However, the French state has a very clear history of conceding to its population’s demands. At the very least, it is inevitable that Paris will have to give in to one of the groups, either by admitting that the social contract cannot be changed or by offering it in an amended form to the disaffected youth and citizens of immigrant descent.
  • It is likely that it will give in to the more established group — the workers and middle classes — since they have shown with their tactics that they have the ability to seriously threaten the French state’s efforts to function by targeting its energy infrastructure. Simply moving forward with a policy that three-quarters of the population rejects is unsustainable. At the point when Paris gives in to one side, however, France may cease to be at conflict with itself and instead come into conflict with Germany.
  • anonymous on 22 Oct 10
     
    "Unrest in France sparked by protests against the government continued Oct. 21. The turmoil is ostensibly over proposed government pension reforms, but it is about much more than that. The protests themselves are a confrontation between the government and unionized labor - older generations that want to protect benefits hard won in the 19th century and enhanced in the 1970s and 1980s. At the same time, another group of French citizens - disaffected youths, many of immigrant Arab and African descent - are protesting not for employment benefits, but for employment itself." By StratFor on October 22, 2010.
anonymous

Geopolitical Journey, Part 2: Borderlands - 0 views

www.stratfor.com/...cal_journey_part_2_borderlands

geopolitics europe fsu

shared by anonymous on 17 Nov 10 - Cached
  • A borderland is a region where history is constant: Everything is in flux.
  • The countries we are visiting on this trip (Turkey, Romania, Moldova, Ukraine and Poland) occupy the borderland between Islam, Catholicism and Orthodox Christianity.
  • My interest in the region is to understand more clearly how the next iteration of regional geopolitics will play out. Russia is far more powerful than it was 10 years ago. The European Union is undergoing internal stress and Germany is recalculating its position. The United States is playing an uncertain and complex game. I want to understand how the semicircle of powers, from Turkey to Poland, are thinking about and positioning themselves for the next iteration of the regional game.
  • ...35 more annotations...
  • I have been accused of thinking like an old Cold warrior. I don’t think that’s true. The Soviet Union has collapsed, and U.S. influence in Europe has declined. Whatever will come next will not be the Cold War. What I do not expect this to be is a region of perpetual peace. It has never been that before. It will not be that in the future. I want to understand the pattern of conflict that will occur in the future. But for that we need to begin in the past, not with the Cold War, but with World War I.
  • he Ottoman and Austro-Hungarian empires collapsed, the Russian empire was replaced by the Soviet Union, and the German empire was overthrown and replaced by a republic.
  • The Carpathian Mountains form a rough boundary between the Russians and the rest of Europe from Slovakia to the south.
  • The northern part of Europe is dominated by a vast plain stretching from France to Moscow.
  • Following World War I, Poland re-emerged as a sovereign nation.
  • Pilsudski is an interesting figure
  • The Russians defeated the Ukrainians and turned on Poland. Pilsudski defeated them.
  • It is interesting to speculate about history if Pilsudski had lost Warsaw. The North European Plain was wide open, and the Soviets could have moved into Germany. Undoubtedly, the French would have moved to block them, but there was a powerful Communist Party in France that had little stomach for war. It could have played out many different ways had Pilsudski not stopped the Russians. But he did.
  • His vision was something called the Intermarium — an alliance of the nations between the seas built around Poland and including Czechoslovakia, Hungary, Romania, Finland and the Baltic states.
  • Pilsudski’s Intermarium makes a kind of logical if not historical sense. It is not historical because this borderland has always been the battleground for others. It has never formed together to determine its fate.
  • As always, the Intermarium is caught between Russia and Europe.
  • the entire question of the price and value of the European Union became a central issue in Germany.
  • Germany has not thought of itself as a freestanding power since 1945. It is beginning to think that way again, and that could change everything, depending on where it goes.
  • For Poland, the specter of a German-Russian entente is a historical nightmare. The last time this happened, in 1939, Poland was torn apart and lost its sovereignty for 50 years.
  • geopolitics teaches that subjective inclinations do not erase historical patterns.
  • The question in Ukraine is whether their attempt to achieve complete independence is over, to be replaced by some informal but iron bond to Russia
  • There is no more important question in Europe at the moment than the future of Ukraine.
  • The area east of the Dniester, Transdniestria, promptly seceded from Moldova
  • Moldova is the poorest country in Europe. Its primary export is wine, sent mostly to Russia. The Russians have taken to blocking the export of wine for “health reasons.” I think the health issue is geopolitical and not biological.
  • Romania is oriented toward the European Union but is one of the many countries in the union that may not really belong there.
  • as its power increases in the Balkans, Turkey will be one of the forces that countries like Romania will have to face.
  • Russia as seen through the eyes of its neighbors is the purpose of this trip, and that’s the conversation I will want to have.
  • It is a theory that argues that the post-Cold War world is ending. Russia is re-emerging in a historically recognizable form. Germany is just beginning the process of redefining itself in Europe, and the EU’s weaknesses have become manifest. Turkey has already taken the first steps toward becoming a regional power. We are at the beginning of a period in which these forces play themselves out.
  • I am going to the region with an analytic framework, a theory that I will want to test.
  • Those who argue that the Turkish government is radically Islamist are simply wrong, for two reasons.
  • First, Turkey is deeply divided
  • Second, the Islamism of the Turkish government cannot possibly be compared to that of Saudi Arabia
  • The single greatest American fear should not be China or al Qaeda. It is the amalgamation of the European Peninsula’s technology with Russia’s natural resources. That would create a power that could challenge American primacy.
  • This is not a time of clear strategic thinking in Washington. I find it irritating to go there, since they regard my views as alarmist and extreme while I find their views outmoded and simplistic.
  • The United States is a vast nation, and Washington thinks of itself as its center, but it really isn’t. The United States doesn’t have a center. The pressures of the world and the public shape its actions, albeit reluctantly.
  • I regard NATO as a bureaucracy overseeing an alliance whose mission was accomplished 20 years ago.
  • The Intermarium countries remain infatuated with the European Union and NATO, but the infatuation is declining. The year 2008 and Germany’s indifference to these countries was not pleasant, and they are learning that NATO is history.
  • Washington still thinks of Russia as the failed state of the 1990s. It simply doesn’t take it seriously. It thinks of the European Union as having gone over a speed bump from which it will recover. But mostly, Washington thinks about Afghanistan. For completely understandable reasons, Afghanistan sucks up the bandwidth of Washington, allowing the rest of the world to maneuver as it wishes.
  • Nothing, of course, could be further from Washington’s mind.
  • I am not making strategy but examining geopolitical forces. I am not planning what should be but thinking about what will likely happen.
  • anonymous on 17 Nov 10
     
    "This is the second installment in a series of special reports that Dr. Friedman will write over the next few weeks as he travels to Turkey, Moldova, Romania, Ukraine and Poland. In this series, he will share his observations of the geopolitical imperatives in each country and conclude with reflections on his journey as a whole and options for the United States. "
anonymous

Germany: Creating Economic Governance - 0 views

www.stratfor.com/...y_creating_economic_governance

geopolitics

shared by anonymous on 18 May 10 - Cached
  • Berlin has written some very large checks to ameliorate the economic crisis — Germany’s combined contributions to the Greek bailout and the eurozone rescue fund are about 151 billion euros ($192 billion), not counting the German portions of the International Monetary Fund (IMF) contributions — but in return, Germany wants to redefine how the eurozone is run.
  • The EU project has its roots in the end of World War II and the beginning of the Cold War. As originally conceived it had two purposes. The first was to lock Germany into an economic alliance with its neighbors that would make future wars between Western Europeans not only politically unpalatable but also economically disastrous. The second was to provide a politico-economic foundation for a Western Europe already unified under NATO in a military/security alliance led by the United States against the Soviet Union. The memory of World War II provided the moral impetus for European integration, while the Cold War largely provided the geopolitical context.
  • As STRATFOR has said, the eurozone had a political logic but was economically flawed from the start.
  • ...6 more annotations...
  • the eurozone has thus far been exceedingly economically beneficial to Germany. Berlin’s 151 billion euro contribution to the two bailout funds pales in comparison to the overall boost in exports that Berlin has received since forging the eurozone.
  • Furthermore, if the euro were to fragment or disintegrate, the EU would essentially end as a serious political force. Currencies are only as stable as the political systems that underpin them.
  • A collapse of a currency — such as those in Germany in 1923, Yugoslavia in 1994, and Zimbabwe in 2008 — is really just a symptom of the underlying deterioration of the political system and is usually followed closely by exactly such a political crisis.
  • The immediacy of the crisis is the impetus for such radical changes to Europe’s “economic governance.” French President Nicolas Sarkozy actually proposed something similar in the wake of the September 2008 crisis, but Berlin sternly rejected him at the time. The crisis that has followed, however, has changed Germany’s mind.
  • The bottom line is that Germany and other member states are shelling out cash and breaking EU treaties because it is in their national interests to do so at this particular moment. If they are to institutionalize such rules for the long term, it is inevitable that they will be broken once national interests revert back to the standard concerns of sovereignty over fiscal policy.
  • Once Germany has paid for its leadership of Europe, will it also be willing to enforce its leadership with direct punitive actions? And if it does, how will its neighbors react?
  • anonymous on 18 May 10
     
    May 14, 2010
anonymous

U.S., Russia Make New Deals on Supply Routes to Afghanistan - 0 views

www.stratfor.com/...eals-supply-routes-afghanistan

geopolitics u.s. russia

shared by anonymous on 04 Aug 11 - Cached
  • The ability to move more cargo along these routes will strengthen the United States’ position relative to Pakistan in their upcoming summit.
  • During the past year, Russia has been cooperating more with the United States on security issues in Afghanistan, particularly by expanding the use of supply routes to Afghanistan that go through Central Asia.
  • In 2009, as much as 90 percent of NATO supplies shipped via surface routes to Afghanistan were transported along supply lines through Pakistani territory.
  • ...10 more annotations...
  • the United States has dramatically increased the volume of supplies moving into Afghanistan via road and rail routes through Central Asia known as the Northern Distribution Network (NDN)
  • As of July, more than 40 percent of surface cargo bound for Afghanistan was transported along these routes. U.S. military officials have said they hope to increase this share to as much as 75 percent by the end of the year.
  • U.S.-Russian cooperation has increased, particularly in the last quarter, on security issues in Afghanistan and the surrounding Central Asian states.
  • before Washington can expand its use of the NDN, the United States and Russia must address several outstanding issues.
  • First, the only cargo currently allowed to move along the NDN is “non-lethal” cargo: food, water, construction materials and the like. Weapons and ammunition are not permitted.
  • What Russia really wants is an agreement on ballistic missile defense in Europe
  • An additional problem is that current Central Asian supply routes to Afghanistan only go one way; the shipment of any supplies out of Afghanistan via the NDN is prohibited.
  • The third issue is that some of the transportation infrastructure along the Central Asian networks is in disrepair and would need upgrades to handle any significant increase in volume.
  • Finally, there is the issue that NATO supply lines have served as major targets for militants.
  • it is likely that Washington and Moscow have already reached an agreement on most of these issues
  • anonymous on 04 Aug 11
     
    "U.S. Special Envoy for Afghanistan and Pakistan Marc Grossman visited Kazakhstan, Kyrgyzstan and Turkmenistan at the end of July, right before traveling to Pakistan to meet the Pakistani president and participate in a trilateral summit on the Afghan war."
anonymous

Global Economic Downturn: A Crisis of Political Economy - 0 views

www.stratfor.com/...nturn-crisis-political-economy

geopolitics criticalthinking politics economics u.s. crisis

shared by anonymous on 15 Aug 11 - Cached
  • For classical economists, it was impossible to understand politics without economics or economics without politics.
  • The use of the term “economy” by itself did not begin until the late 19th century.
  • For classical economists, the political and economic systems were intertwined, each dependent on the other for its existence.
  • ...54 more annotations...
  • The current economic crisis is best understood as a crisis of political economy.
  • Moreover, it has to be understood as a global crisis enveloping the United States, Europe and China that has different details but one overriding theme: the relationship between the political order and economic life.
  • the origin of the current financial crisis was the subprime mortgage meltdown in the United States.
  • To be more precise, it originated in a financial system generating paper assets whose value depended on the price of housing.
  • From the standpoint of economics, this was essentially a financial crisis: who made or lost money and how much.
  • From the standpoint of political economy it raised a different question: the legitimacy of the financial elite.
  • Think of a national system as a series of subsystems — political, economic, military and so on.
  • Then think of the economic system as being divisible into subsystems — various corporate verticals with their own elites, with one of the verticals being the financial system.
  • A sense emerged that the financial elite was either stupid or dishonest or both.
  • Fair or not, this perception created a massive political crisis.
  • There was a crisis of confidence in the financial system and a crisis of confidence in the political system. The U.S. government’s actions in September 2008 were designed first to deal with the failures of the financial system. Many expected this would be followed by dealing with the failures of the financial elite, but this is perceived not to have happened.
  • This generated the second crisis — the crisis of the political elite.
  • The Tea Party movement emerged in part as critics of the political elite, focusing on the measures taken to stabilize the system and arguing that it had created a new financial crisis, this time in excessive sovereign debt.
  • Its argument was that the political elite used the financial crisis to dramatically increase the power of the state (health care reform was the poster child for this) while mismanaging the financial system through excessive sovereign debt.
  • The sovereign debt question also created both a financial crisis and then a political crisis in Europe.
  • What had been a minority view was strengthened by the recession.
  • The European crisis paralleled the American crisis in that financial institutions were bailed out. But the deeper crisis was that Europe did not act as a single unit to deal with all European banks
  • There are two narratives to the story.
  • One is the German version, which has become the common explanation. It holds that Greece wound up in a sovereign debt crisis because of the irresponsibility of the Greek government
  • The Greek narrative, which is less noted, was that the Germans rigged the European Union in their favor. Germany is the world’s third-largest exporter, after China and the United States (and closing rapidly on the No. 2 spot). By forming a free trade zone, the Germans created captive markets for their goods.
  • Moreover, the regulations generated by Brussels so enhanced the German position that Greece was helpless.
  • Which narrative is true is not the point.
  • The point is that Europe is facing two political crises generated by economics. One crisis is similar to the American one, which is the belief that Europe’s political elite protected the financial elite. The other is a distinctly European one, a regional crisis in which parts of Europe have come to distrust each other rather vocally. This could become an existential crisis for the European Union.
  • The American and European crises struck hard at China, which, as the world’s largest export economy, is a hostage to external demand, particularly from the United States and Europe.
  • The Chinese government had two responses.
  • The first was to keep factories going by encouraging price reductions to the point where profit margins on exports evaporated.
  • The second was to provide unprecedented amounts of credit to enterprises facing default on debts in order to keep them in business.
  • This led to a second crisis, where workers faced the contraction of already small incomes.
  • The response was to increase incomes, which in turn increased the cost of goods exported once again, making China’s wage rates less competitive, for example, than Mexico’s.
  • China had previously encouraged entrepreneurs. This was easy when Europe and the United States were booming. Now, the rational move by entrepreneurs was to go offshore or lay off workers, or both.
  • In the United States, the first impulse was to regulate the financial sector, stimulate the economy and increase control over sectors of the economy.
  • In Europe, where there were already substantial controls over the economy, the political elite started to parse how those controls would work and who would benefit more.
  • In China, where the political elite always retained implicit power over the economy, that power was increased.
  • In all three cases, the first impulse was to use political controls.
  • In the United States, the Tea Party was simply the most active and effective manifestation of that resistance.
  • In Europe, the resistance came from anti-Europeanists
  • It also came from political elites of countries like Ireland who were confronting the political elites of other countries.
  • In China, the resistance has come from those being hurt by inflation
  • Russia went through this crisis years ago and had already tilted toward the political elite’s control over the economy.
  • Brazil and India have not experienced the extremes of China, but then they haven’t had the extreme growth rates of China.
  • But when the United States, Europe and China go into a crisis of this sort, it can reasonably be said that the center of gravity of the world’s economy and most of its military power is in crisis. It is not a trivial moment.
  • Crisis does not mean collapse. The United States has substantial political legitimacy to draw on.
  • Europe has less but its constituent nations are strong.
  • China’s Communist Party is a formidable entity but it is no longer dealing with a financial crisis.
  • It is vital to understand that this is not an ideological challenge.
  • Left-wingers opposing globalization and right-wingers opposing immigration are engaged in the same process — challenging the legitimacy of the elites.
    • anonymous
      anonymous on 15 Aug 11
       
      This is why so much of American life seems like that proverbial puppet show. Politicians, at their basest, have a vested interest in portraying this as a problem between us-vs-them. It reflects heat.
  • The real problem is that, while the challenge to the elites goes on, the profound differences in the challengers make an alternative political elite difficult to imagine.
  • This, then, is the third crisis that can emerge: that the elites become delegitimized and all that there is to replace them is a deeply divided and hostile force, united in hostility to the elites but without any coherent ideology of its own.
  • In the United States this would lead to paralysis. In Europe it would lead to a devolution to the nation-state. In China it would lead to regional fragmentation and conflict.
  • These are all extreme outcomes and there are many arrestors.
  • But we cannot understand what is going on without understanding two things.
  • The first is that the political economic crisis, if not global, is at least widespread, and uprisings elsewhere have their own roots but are linked in some ways to this crisis.
  • The second is that the crisis is an economic problem that has triggered a political problem, which in turn is making the economic problem worse.
  • The followers of Adam Smith may believe in an autonomous economic sphere disengaged from politics, but Adam Smith was far more subtle. That’s why he called his greatest book the Wealth of Nations. It was about wealth, but it was also about nations. It was a work of political economy that teaches us a great deal about the moment we are in.
  • anonymous on 15 Aug 11
     
    Classical political economists like Adam Smith or David Ricardo never used the term "economy" by itself. They always used the term "political economy." For classical economists, it was impossible to understand politics without economics or economics without politics. The two fields are certainly different but they are also intimately linked.
anonymous

Obama's Afghanistan Plan and the Realities of Withdrawal | STRATFOR - 0 views

www.stratfor.com/...stan-plan-realities-withdrawal

STRATFOR obama afghanistan

shared by anonymous on 23 Jun 11 - Cached
  • Afghanistan, a landlocked country in the heart of Central Asia, is one of the most isolated places on Earth. This isolation has posed huge logistical challenges for the United States. Hundreds of shipping containers and fuel trucks must enter the country every day from Pakistan and from the north to sustain the nearly 150,000 U.S. and allied forces stationed in Afghanistan, about half the total number of Afghan security forces. Supplying a single gallon of gasoline in Afghanistan reportedly costs the U.S. military an average of $400, while sustaining a single U.S. soldier runs around $1 million a year (by contrast, sustaining an Afghan soldier costs about $12,000 a year).
  • An 11,500-foot all-weather concrete and asphalt runway and an air traffic control tower were completed this February at Camp Leatherneck and Camp Bastion in Helmand province. Another more than 9,000-foot runway was finished at Shindand Air Field in Herat province last December.
  • short of a hasty and rapid withdrawal reminiscent of the chaotic American exit from Saigon in 1975 (which no one currently foresees in Afghanistan), the logistical challenge of withdrawing from Afghanistan — at whatever pace — is perhaps even more daunting than the drawdown in Iraq. The complexity of having nearly 50 allies with troops in country will complicate this process.
  • ...10 more annotations...
  • The American logistical dependence on Pakistani acquiescence cannot be understated.
  • Much construction and fortification has been done with engineering and construction equipment like Hesco barriers (which are filled with sand and dirt) that will not be reclaimed, and will continue to characterize the landscape in Afghanistan for decades to come, much as the Soviet influence was perceivable long after their 1989 withdrawal.
  • More important than the fate of armored trucks and equipment will be the process of rebalancing forces across the country. This will involve handing over outposts and facilities to Afghan security forces, who continue to struggle to reach full capability, and scaling back the extent of the U.S. and allied presence in the country.
  • This process of pulling back and handing over responsibility for security (in Iraq often termed having Iraqi security forces “in the lead” in specific areas) is a slow and deliberate one, not a sudden and jarring maneuver.
  • The security of the remaining outposts and ensuring the security of U.S. and allied forces and critical lines of supply (particularly key sections of the Ring Road) that sustain remaining forces will be key to crafting the withdrawal and pulling back to fewer, stronger and more secure positions.
  • The desire to accelerate the consolidation to more secure positions will clash with the need to pull back slowly and continue to provide Afghan forces with advice and assistance. The reorientation may expose potential vulnerabilities to Taliban attack in the process of transitioning to a new posture. Major reversals and defeats for Afghan security forces at the hands of the Taliban after they have been left to their own devices can be expected in at least some areas and will have wide repercussions, perhaps even shifting the psychology and perception of the war.
  • Force protection remains a key consideration throughout. The United States gained considerable experience with that during the Iraq transition — though again, a political accommodation underlay much of that transition, which will not be the case in Afghanistan.
  • As the withdrawal becomes more and more undeniable and ISAF pulls back from key areas, the human relationships that underlie intelligence sharing will be affected and reduced.
  • Given the intensity and tempo of special operations forces raids on Taliban leadership and weapons caches, it is unclear whether the Taliban have managed to retain a significant cache of heavier arms and the capability to wield them.
  • The shift from a dispersed, counterinsurgency-focused orientation to a more limited and more secure presence will ultimately provide the space to reduce casualties, but it will necessarily entail more limited visibility and influence. And the transition will create space for potentially more significant Taliban successes on the battlefield.
  • anonymous on 23 Jun 11
     
    "U.S. President Barack Obama announced June 22 that the long process of drawing down forces in Afghanistan would begin on schedule in July. Though the initial phase of the drawdown appears limited, minimizing the tactical and operational impact on the ground in the immediate future, the United States and its allies are now beginning the inevitable process of removing their forces from Afghanistan. This will entail the risk of greater Taliban battlefield successes."
anonymous

Nigerian Characteristics - 0 views

www.stratfor.com/...nigerian-characteristics

shared by anonymous on 06 Mar 13 - Cached
  • To talk about an individual's personality and tendencies is easy for those who know the person well; to talk about the personality and tendencies of millions of people who form a nation is much trickier and fraught with moral risk.
  • For the result is often simplistic stereotyping of what are often very complex identities.
  • national traits are the product of a people's experience of living on a singular terrain for centuries and longer, leading to an identifiable national or ethnic culture and thus to specific characteristics.
  • ...17 more annotations...
  • To deny this altogether is to immobilize observation, which, in turn, leads to analysis that is both unrealistic and naive.
  • Thus, we come to Nigeria, a country of more than 166 million people with severe overcrowding due to the fact that much of the country is desert and swamps where few people can live.
  • For too many Nigerians, life is a Hobbesian, zero-sum game that adds up to an aggressive, predatory system of survival of the fittest. Nigeria is a place where life is too often a matter of who can intimidate whom. Indeed, war, crime and thuggery are the province of young males, and Nigeria's population is composed of many of them.
  • Nigeria is an assemblage of several British-ruled territories: specifically a Muslim north that the British governed indirectly through traditional rulers and a non-Muslim south that the British ruled directly. The tension between the different parts of Nigeria has dominated political life for decades, leading to coups and counter-coups and significant periods of democracy characterized by exceedingly high levels of corruption, which is, in turn, part of the spoils system that staves off civil war.
  • For Nigerian politics at the highest levels is as predatory as life on the street.
  • There are essentially three geographical parts to Nigeria:
  • a Muslim-dominated north of desert and semi-desert, which produces the Hausa officers' corps that for decades has dominated the military and, by association, politics for significant periods
  • a southwestern region dominated by the Yoruba people, which contains the commercial capital of Lagos
  • and the southeast where much of the oil is located, dominated by the Igbo tribe.
  • Abuja, to no one's surprise, is less the capital city than the point of arbitration for a weak and sprawling empire otherwise known as the state of Nigeria. Abuja is where the economic spoils are distributed -- the benefit of upwards of 2.5 million barrels of oil pumped daily.
  • Ignored for decades and violently intimidated during the 1990s, the Ijaw in the 2000s waged an increasingly militant campaign to assert their presence. Pipeline sabotage and bombings of oil facilities effectively held the country's economy for ransom. The Ijaw were accommodated in 2007 and were rewarded with the vice presidency, in exchange for curtailing the sponsorship of militant groups like the Movement for the Emancipation of the Niger Delta, or MEND.
  • Indeed, Nigeria attests to the triumph of naked power and geography over the realm of ideas. Nigeria's strength is evinced in the fact that its peacekeepers have successfully led intervention forces in Sierra Leone and Liberia, and in the fact that Nigerian businessmen are all over West Africa playing pivotal roles in local economies.
  • Nigerians can be found as captains of continental and even global industry, if the black market sectors of business scams and drug, human, car and crude oil smuggling rackets are included. But Nigeria is weak in the sense that its own condition of semi-anarchy makes it impossible for Nigeria to police the region the way a great regional power should.
  • Nigeria and South Africa both should be imperial powers in West Africa and southern African respectively, helping to stabilize places like Mali and the Congo. But they clearly are not due to their own internal weaknesses.
  • Nigeria will totter onwards. It will not descend into civil war because all the regional and ethnic groups understand limits -- and how they can all, at one point or another, benefit from a flagrant system of spoils and kickbacks. Corruption, make no mistake, while it contributes to misrule, is also a pacifying force in Nigeria. But neither will there be the emergence of a strong state.
    • anonymous
      anonymous on 06 Mar 13
       
      Corruption = Semi-stability. Depressing.
  • It is a maxim of Western elites that economic development and global integration will lead to civil societies in places like Nigeria. There is an important element of truth in that, but such a truth has severe limits. Economic growth also leads to wider disparities as well as more spoils to fight over.
  • In the case of Nigeria, there is effectively one spoil: those 2.5 million barrels of crude oil per day. And global society has sunk roots mainly among the elites, not among the tens of millions of people in a place like Nigeria for whom life is a constant, predatory struggle. Nigeria should keep us humble about the human condition and the persistence of national characteristics.
  • anonymous on 06 Mar 13
     
    "Individuals are more concrete than the national or ethnic group of which they form a part. To talk about an individual's personality and tendencies is easy for those who know the person well; to talk about the personality and tendencies of millions of people who form a nation is much trickier and fraught with moral risk. For the result is often simplistic stereotyping of what are often very complex identities. Nevertheless, to assume Danes harbor the same national characteristics as, say, Chinese, is absurd. The fact is, national traits are the product of a people's experience of living on a singular terrain for centuries and longer, leading to an identifiable national or ethnic culture and thus to specific characteristics. To deny this altogether is to immobilize observation, which, in turn, leads to analysis that is both unrealistic and naive."
anonymous

When Geography Changes - 0 views

www.stratfor.com/...when-geography-changes

shared by anonymous on 08 Mar 13 - Cached
  • Geography is enduring, but it does occasionally change.
  • The extent and effect of climate change is still unknown, but it has the potential to make significant changes to what we think of as immovable geographic realities.
  • To be clear, we are not debating the causation of this warming trend, nor are we discussing measures aimed at limiting its impact. Rather, we would like to use this opportunity to discuss how climate change could impact geopolitics. Agriculture remains a key piece to this new puzzle; changes in the location of water and of land suited for food production could alter traditional geopolitical dynamics. Geography and climate shape regions and countries. If we accept that there will be changes to temperature, climate and perhaps weather, then there will also likely be variations in the availability of arable land that can support large populations and agriculture.
  • ...11 more annotations...
  • Climate, rainfall and land quality are key determinants of state power.
  • A country with significant amounts of arable land and easily traversed territory has an automatic advantage over other states.
  • changes in access to arable land can have profound effects on a country's ability to take care of its domestic population and to participate in global markets.
  • Brazil is a good example of this. Its coastal geography makes building roads and railways from the interior to the coast quite difficult, but its climate is perfectly suited to sugar cane growth, which has allowed the country to develop an impressive ethanol industry that has made Brazil's energy sources among the most diversified in the world.
  • China, which faces extreme population pressures and increasingly relies on foreign sources of many commodities, is using agricultural land in the Northeast -- specifically in Heilongjiang province -- to develop a state-controlled agricultural heartland to supplement the rest of the country's agriculture, which is for the most part family-run. China's population exceeds 1.3 billion, which makes food security a critical issue of state stability.
  • Russia's massive grain belt, which has in centuries past allowed the country to support outsized domestic armies, lacks adequate infrastructure, complicating the process of moving grain across the country's expanse.
  • The United States is an example of success anchored in favorable geography. The overlap of a wide swath of farmland and a large navigable river system has allowed the nation to thrive. Enough food is grown in the Midwestern farm belt and along the Mississippi River system to not only sustain the population of the United States, but to also make it the largest exporter of grain in the world.
  • Over the course of history, warmer eras have also been wetter ones, but we can expect rain patterns to fluctuate in ways we do not fully understand right now.
  • With increasing temperatures, we could very well see a shift in the location of the temperate zones in which agricultural development flourishes. As tropical zones expand to both the north and the south, the temperate zones shift north toward the Artic and south toward the Antarctic.
  • Warming in higher latitudes can affect glaciers, initially speeding and then slowing the runoff feeding streams and rivers. Arable land will increase for some regions and decrease for others. This could fundamentally change the hand of geographic cards a specific nation has been dealt.
  • The specific effects of climate change remain uncertain. When geography does change meaningfully -- whatever the nature of the change -- the parameters of analysis and human action change in profound ways that can be difficult to predict.
  • anonymous on 08 Mar 13
     
    "A new study on global temperature trends will be published in the March 8 issue of Science. The study observes cyclical temperature patterns over the course of the last 11,300 years and determines that current temperatures have yet to exceed previous peaks. However, the study suggests that by 2100, temperatures will exceed those of any previous time period."
anonymous

Libyan Report Card - 0 views

www.stratfor.com/...libyan-report-card

geopolitics libya

shared by anonymous on 03 Apr 13 - Cached
  • The authorities in the capital of Tripoli openly acknowledge the fact that they do not monopolize the use of force and have wisely opted for compromise and arbitration in eastern Libya (the Benghazi region) and in the far-flung Sahara to the south.
  • Libya's fundamental problem is that rather than comprising a compact cluster of demography like the Nile Valley, it is but a vague geographical expression -- a monumentally vast desert and coastal region between historic Egypt and Greater Carthage (Tunisia).
  • Because Morocco, Tunisia and Egypt are geographically associated with specific knots of civilization going back to antiquity, they did not require suffocating forms of tyranny to hold them together like Libya, and to a lesser extent like Algeria, which for decades during the height of the Cold War had a radical socialist regime. For Libya, Moammar Gadhafi's regime was, in fact, anarchy masquerading as tyranny.
  • ...17 more annotations...
  • Therefore, it should surprise no one that the toppling of Gadhafi brought about the veritable collapse of the state. Libyan authorities do not govern so much as negotiate the terms of geographic control.
  • Modern states have borders; weak and failed states have frontiers.
  • The stability of regimes in places like Mauritania and Niger are somewhat more in doubt than before Gadhafi's collapse. Libya, for that matter, is now an ungovernable space in significant parts of the country where al Qaeda can very possibly find refuge. The killing of the American ambassador in Benghazi was indicative of the terrors that a chaotic, post-Gadhafi Libya can offer up.
  • It would seem from this accounting that the Obama administration's decision to militarily intervene in Libya (along with its NATO allies) was a blunder of the first magnitude.
  • A post-Gadhafi world now clearly presents the CIA with greater security challenges than it had before.
  • But the political reckoning for the Obama administration is not that simple.
  • Those reportedly in the forefront of arguing for intervention on such grounds were then-U.S. Secretary of State Hillary Clinton, U.S. Ambassador to the United Nations Susan Rice and National Security official Samantha Power.
  • The three women had good arguments: Were Gadhafi to have massacred large numbers of civilians with U. S. warships hovering just offshore, it would have been a demonstration of American fecklessness comparable to that of European (and particularly Dutch) fecklessness when Serb troops massacred large numbers of civilians in 1995 in Srebrenica under the thumb of U.N. peacekeepers.
  • The loss of prestige the United States might have suffered throughout the Arab world as a result could have been substantial.
  • More to the point, because we still do not know all the intelligence the administration had available at the time regarding Gadhafi's intentions in Benghazi, to condemn administration officials outright is too easy a judgment at this date.
  • But there is a conundrum here that those who favored intervention -- in Libya as well as elsewhere -- do not own up to. That is, short of deploying large numbers of ground troops, the ability of the U.S. government to rebuild weakened or collapsed states is severely limited.
  • Even the presence of more than 100,000 American ground troops was insufficient to make Iraq an adequately effective democracy, so how can one argue that a band of civilian experts, plus small numbers of special operations forces, could have accomplished more in Libya?
  • Gadhafi's regime had virtually eliminated civil society in a country that was barely a country -- and you say that the United States had it in its power to make it all whole, or partly whole, again?
  • Toppling an evil regime or stopping a war is a profoundly moral act.
  • But taking moral responsibility for what happens next in a country is the hard part.
  • because Washington tends to overestimate its own significance in terms of its ability to alter distant societies, the following pattern will continue to emerge: a terrible war resulting in calls for humanitarian intervention, an intervention in some cases, always followed by a blame game inside the Washington Beltway after the country has slipped back into tyranny or anarchy.
  • Meanwhile, here is a probability: Libya's relatively short history as a strong state is over. It will go on and on as a dangerous and weakly governed area between Tunisia and Egypt. Its considerable oil resources can internally generate revenue for armed groups and politicians both. Thus, Libya will become a metaphor for much of North Africa and the Sahara, places where frontiers are more common than borders. 
  • anonymous on 03 Apr 13
     
    "In the starkest terms, a state is defined by a bureaucratic hierarchy that monopolizes the use of force over a specific geography. Ideally, nobody need fear the authorities except those who break the law. And because the authorities monopolize violence, nobody need fear his fellow man. Of course, tyrannical states induce general fear among much of the population. And weak states have a difficult time monopolizing the use of force -- the reason they are weak in the first place. By these standards, many states in the world are weak. And Libya has gone from being a tyrannical state to being barely a state at all."
anonymous

The Growing Importance of the Arctic Council - 0 views

www.stratfor.com/...wing-importance-arctic-council

shared by anonymous on 17 May 13 - Cached
  • The Arctic Council was established in 1996 by the eight countries that have territory above the Arctic Circle -- the United States, Canada, Iceland, Denmark, Norway, Sweden, Finland and Russia.
  • Its main purpose was to be an intergovernmental forum (also involving Arctic indigenous groups) that promoted cooperation primarily regarding environmental matters and research. The Arctic Council's central focus has remained on environmental issues in the Arctic, and the body has had no meaningful decision-making power.
  • However, during this year's meeting, the council's members signed a legally binding agreement coordinating response efforts to marine pollution incidents.
  • ...10 more annotations...
  • Satellite data collected since 1979 shows that both the thickness of the ice in the Arctic and range of sea ice have decreased substantially, especially during the summer months.
  • U.S. Geological Survey estimates from 2008 suggest that 13 percent of the world's undiscovered oil and 30 percent of undiscovered natural gas reserves are located in the Arctic Circle.
  • In 2012, 46 ships transporting a total of 1.3 million tons reportedly used the Northern Sea Route, which runs along the northern coast of Russia; this represents a considerable increase from 2011, when 34 ships transported approximately 820,000 tons. In response to the route's growing importance, Russia set up the Northern Sea Route administration in March to supervise shipping.
  • Europe has a vested interest in alternative shipping routes to Asia becoming more economically viable, since such routes would allow trade to circumvent numerous bottlenecks like the Suez Canal and increase access to Asia's growing consumer markets.
  •  China has also shown a particular interest in the Arctic, and has lobbied the Nordic countries to support Beijing's bid for observer status in the Arctic Council.
  • Sailing along the Northern Sea Route rather than through the Mediterranean Sea and Suez Canal significantly reduces the trip between Rotterdam and Shanghai -- the Northern Sea Route is around 20 percent shorter. This translates into significant savings in terms of fuel and crew costs.
  • The Arctic Council is just one of many bodies dealing with regional collaboration in the Arctic. The Barents Euro-Arctic Council, the Nordic Council and the Conference of Parliamentarians of the Arctic Region also coordinate intergovernmental or interregional collaboration in the Arctic on a number of issues.
  • Allowing six more countries to become observer states shows that the members of the Arctic Council -- even those initially skeptical of expansion, such as Canada and Russia -- see the expansion as an opportunity to give the Arctic Council greater relevance.
  • In the coming years, the debate among member states to determine whether the Arctic Council should move beyond environmental issues and become a forum to address issues related to militarization, natural resources and trade routes will become more prominent. 
  • On May 10, the U.S. government presented its new general strategy for the Arctic. Little concrete information was revealed, but a clearer plan for implementing the strategy reportedly will be worked out in the coming months.
  • anonymous on 17 May 13
     
    "The Arctic is expected to become more important in the coming decades as climate change makes natural resources and transport routes more accessible. Reflecting the growing interest in the region, the Arctic Council granted six new countries (China, India, Italy, Japan, South Korea and Singapore) observer status during a May 15 ministerial meeting in Kiruna, Sweden. By admitting more observers, the Arctic Council -- an organization that promotes cooperation among countries with interests in the Arctic -- will likely become more important as a forum for discussions on Arctic issues. However, this does not necessarily mean it will be able to establish itself as a central decision-making body regarding Arctic matters."
anonymous

Site of the Boston Marathon Bombings - 0 views

www.stratfor.com/...site-boston-marathon-bombings

shared by anonymous on 17 Apr 13 - Cached
  • Law enforcement and government officials have already begun their investigation into the April 15 Boston Marathon bombings that killed three people and injured more than 170. The initial hours following any incident like the Boston attack are marked by a reaction to events: First responders treat the wounded and bring them to hospitals, explosive ordnance disposal teams hunt for additional devices -- several of which were reported in Boston soon after the attack -- and law enforcement begins to search the area for potential suspects.
  • anonymous on 17 Apr 13
     
    "Analysis: Law enforcement and government officials have already begun their investigation into the April 15 Boston Marathon bombings that killed three people and injured more than 170. The initial hours following any incident like the Boston attack are marked by a reaction to events: First responders treat the wounded and bring them to hospitals, explosive ordnance disposal teams hunt for additional devices -- several of which were reported in Boston soon after the attack -- and law enforcement begins to search the area for potential suspects."
anonymous

Eight Silly Data Things Marketing People Believe That Get Them Fired. - 1 views

www.kaushik.net/...data-strategy-metrics-mistakes

analytics google analytics marketing

shared by anonymous on 01 May 13 - No Cached
  • It turns out that Marketers, especially Digital Marketers, make really silly mistakes when it comes to data. Big data. Small data. Any data.
  • two common themes
  • 1. Some absolutely did not use data to do their digital jobs.
  • ...74 more annotations...
  • 2. Many used some data, but they unfortunately used silly data strategies/metrics.
  • Silly not in their eyes, silly in my eyes.
  • A silly metric, I better define it :), is one that distracts you for focusing on business investments that lead to bottom-line impact.
    • anonymous
      anonymous on 01 May 13
       
      Within the context of my current project, the bottom-line impact would be increased engagement (in the form of donations, clinical study participation, and blood/fluid donation to scientific research).
  • Eight data things that marketing people believe that get them fired…. 1. Real-time data is life changing. 2. All you need to do is fix the bounce rate. 3. Number of Likes represents social awesomeness. 4. # 1 Search Results Ranking = SEO Success. 5. REDUCE MY CPC! REDUCE MY CPC NOW!! 6. Page views. Give me more page views, more and more and more! 7. Impressions. Go, get me some impressions stat! 8. Demographics and psychographics. That is all I need! Don't care for intent!
  • 1. Real-time data is life changing.
  • A lot of people get fired for this. Sadly not right away, because it takes time to realize how spectacular of a waste of money getting to real-time data was.
    • anonymous
      anonymous on 01 May 13
       
      This is some REALLY FUNNY SHIT to me. But I'm a nerd.
  • I want you to say: "I don't want real-time data, I want right-time data. Let's understand the speed of decision making in our company. If we make real-time decisions, let's get real time data. If we make decisions over two days, let's go with that data cycle. If it take ten days to make a decision to change bids on our PPC campaigns, let's go with that data cycle." Right-time.
  • Real-time data is very expensive.
  • It is also very expensive from a decision-making perspective
  • even in the best case scenario of the proverbial pigs flying, they'll obsess about tactical things.
    • anonymous
      anonymous on 01 May 13
       
      I get this completely. We get hung up on the tactical and lose sight of the strategic.
  • So shoot for right-time data.
  • That is a cheaper systems/platform/data strategy.
  • (And remember even the most idiotic system in the world now gives you data that is a couple hours old with zero extra investment from you. So when you say real time you are really saying "Nope, two hours is not enough for me!").
    • anonymous
      anonymous on 01 May 13
       
      THIS is probably the best argument for our using Google Analytics and Google Search to collect data instead of paying large costs to firms that will offer questionable results.
  • That is also a way to get people to sync the data analysis (not data puking, sorry I meant data reporting) with the speed at which the company actually makes decisions (data > analyst > manager > director > VP > question back to manager > yells at the analyst > back to director> VP = 6 days).
  • The phrase "real-time data analysis" is an oxymoron.
  • 2. All you need to do is fix the bounce rate.
  • The difference between a KPI and a metric is that the former has a direct line of sight to your bottom-line, while the latter is helpful in diagnosing tactical challenges.
  • Bounce rate is really useful for finding things you suck at.
  • Along the way you also learn how not to stink. Bounce rate goes from 70% to a manageable 30%. Takes three months.
  • Stop obsessing about bounce rate.
  • From the time people land on your site it might take another 12 – 25 pages for them to buy or submit a lead. Focus on all that stuff. The tough stuff. Then you'll make money.
  • Focus on the actual game. Focus on incredible behavior metrics like Pages/Visit, focus on the Visitor Flow report, obsess about Checkout Abandonment Rate, make love to Average Order Size.
  • 3. Number of Likes represents social awesomeness.
  • it does not take a very long time for your Senior Management to figure out how lame the Likes metric is and that it drives 1. Zero value on Facebook and 2. Zero squared economic value or cost savings to the business.
  • many spectacular reasons
  • Here's one… We are looking at two consumer product brands, the tiny company Innocent Drinks and the Goliath called Tide Detergent.
  • Even with 10x the number of Likes on Facebook the giant called Tide has 4x fewer people talking about their brand when compared to the David called Innocent.
  • As no less than three comments mention below, Innocent is 90% owned by Coca Cola. Fooled me!
  • In a massively large company they've carved out an identity uniquely their own. They refuse to be corrupted by Coca Cola's own Facebook strategy of constant self-pimping and product ads masquerading as "updates." As a result pound for pound Innocent's fan engagement on its page is multiple time better than Coca Cola's - even if the latter has many more likes.
  • 4. # 1 Search Results Ranking = SEO Success.
  • Not going to happen.
  • as all decent SEOs will tell you, is that search results are no longer standardized. Rather they are personalized. I might even say, hyper-personalized. Regardless of if you are logged in or not.
  • When I search for "avinash" on Google I might rank #1 in the search results because I'm logged into my Google account, the engine has my search history, my computer IP address, it also has searches by others in my vicinity, local stories right now, and so many other signals. But when you search for "avinash" your first search result might be a unicorn. Because the search engine has determined that the perfect search result for you for the keyword avinash is a unicorn.
    • anonymous
      anonymous on 01 May 13
       
      This is crucial to understand. I will be sharing this, at length, with my boss. :)
  • Universal search for example means that personalized results will not only look for information from web pages, they also look for YouTube/Vimoe videos, social listings, images of course, and so on and so forth.
  • Then let's not forget that proportionaly there are very few head searches, your long tail searches will be huge.
  • Oh and remember that no one types a word or two, people use long phrases.
  • There are a ton more reasons obsessing about the rank of a handful of words on the search engine results page (SERP) is a very poor decision.
  • So check your keyword ranking if it pleases you.
  • But don't make it your KPI.
  • For purely SEO, you can use Crawl Rate/Depth, Inbound Links (just good ones) and growth (or lack there of) in your target key phrases as decent starting points.
  • You can graduate to looking at search traffic by site content or types of content you have (it's a great signal your SEO is working).
  • Measuring Visits and Conversions in aggregate first and segmented by keywords (or even key word clusters) will get you on the path to showing real impact.
  • That gives you short term acquisition quality, you can then move to long term quality by focusing on metrics like lifetime value.
  • 5. REDUCE MY CPC! REDUCE MY CPC NOW!!
  • You should judge the success of that showing up by measure if you made money! Did you earn any profit?
  • Friends don't let friends use CPC as a KPI. Unless said friends want the friend fired.
  • 6. Page views. Give me more page views, more and more and more!
  • Content consumption is a horrible metric. It incentivises sub optimal behavior in your employees/agencies.
  • If you are a news site, you can get millions of page views
  • And it will probably get you transient traffic.
  • And what about business impact from all these one night stands ?
  • If you are in the content only business (say my beloved New York Times) a better metric to focus on is Visitor Loyalty
  • If your are in the lead generation business and do the "OMG let's publish a infographic on dancing monkey tricks which will get us a billion page views, even though we have nothing to do with dancing or monkeys or tricks" thing, measure success on the number of leads received and not how "viral" the infographic went and how many reshares it got on Twitter.
    • anonymous
      anonymous on 01 May 13
       
      In other words, use that odd-one-off to redirect attention to the source of that one-off. I'll have to ponder that given our different KPI needs (nonprofit, we don't sell anything).
  • Don't obsess about page views.
  • Then measure the metric closest to that. Hopefully some ideas above will help get you promoted.
  • 7. Impressions. Go, get me some impressions stat!
  • My hypothesis is that TV/Radio/Magazines have created this bad habit. We can measure so little, almost next to nothing, that we've brought our immensely shaky GRP metric from TV to digital. Here it's called impressions. Don't buy impressions.
  • Buy engagement. Define what it means first of course .
  • If you are willing to go to clicks, do one better and measure Visits. At least they showed up on your mobile/desktop site.
  • Now if you are a newbie, measure bounce rate. If you have a tiny amount of experience measure Visit Duration. If you are a pro, measure Revenue. If you are an Analysis Ninja, measure Profit.
  • Impressions suck. Profit rocks.
  • If the simple A/B (test/control) experiment demonstrates that delivering display banner ad impressions to the test group delivers increased revenue, buy impressions to your heart's content. I'll only recommend that you repeat the experiment once a quarter.
  • You can buy impressions if you can prove via a simple controlled experiment that when we show impressions we got more engagement/sales and when we don't show impressions we did not get more engagement/sales.
  • But if you won't do the experiment and you use the # of impressions as a measure of success
  • 8. Demographics and psychographics. That is all I need! Don't care for intent!
  • This is not a metric, this is more of a what data you'll use to target your advertising issue.
  • Our primary method of buying advertising and marketing is: "I would like to reach 90 year old grandmas that love knitting, what tv channel should I advertise on." Or they might say: "I would like to reach 18 to 24 year olds with college education who supported Barack Obama for president." And example of demographic and psychographic segments.
  • We use that on very thin ice data, we bought advertising. That was our lot in life.
  • Did you know 50% of of TV viewership is on networks that each have <1% share? Per industry.bnet.com. I dare you to imagine how difficult it is to measure who they are, and how to target them to pimp your shampoo, car, cement.
  • Intent beats demographics and psychographics. Always.
  • if you have advertising money to spend, first spend it all on advertising that provides you intent data.
  • Search has a ton of strong intent. It does not matter if you are a grandma or a 18 year old. If you are on Baidu and you search for the HTC One, you are expressing strong intent. Second, content consumption has intent built in. If I'm reading lots of articles about how to get pregnant, you could show me an ad related to that
  • The first intent is strong, the second one is weaker.
  • There is a lot of intent data on the web. That is our key strength.
  • anonymous on 01 May 13
     
    This is a really great read by Avinash Kaushik at Occam's Razor. Volunmuous highlights follow.
anonymous

The Geopolitics of the Yangtze River: Developing the Interior - 0 views

www.stratfor.com/...gtze-river-developing-interior

yangtze geopolitics river developing interior

shared by anonymous on 01 Apr 13 - Cached
  • As the competitive advantage of low-cost, export-oriented manufacturing in China's coastal industrial hubs wanes, Beijing will rely more heavily on the cities along the western and central stretches of the Yangtze River to drive the development of a supplemental industrial base throughout the country's interior.
  • Managing the migration of industrial activity from the coast to the interior -- and the social, political and economic strains that migration will create -- is a necessary precondition for the Communist Party's long-term goal of rebalancing toward a more stable and sustainable growth model based on higher domestic consumption. In other words, it is critical to ensuring long-term regime security.
  • China is in many ways as geographically, culturally, ethnically and economically diverse as Europe. That regional diversity, which breeds inequality and in turn competition, makes unified China an inherently fragile entity. It must constantly balance between the interests of the center and those of regions with distinct and often contradictory economic and political interests.
  • ...32 more annotations...
  • the central government has targeted the Yangtze River economic corridor -- the urban industrial zones lining the Yangtze River from Chongqing to Shanghai -- as a key area for investment, development and urbanization in the coming years. Ultimately, the Party hopes to transform the Yangtze's main 2,800-kilometer-long (1,700-mile-long) navigable channel into a central superhighway for goods and people, better connecting China's less developed interior provinces to the coast and to each other by way of water -- a significantly cheaper form of transport than road or railway.
  • The Yangtze River is the key geographic, ecological, cultural and economic feature of China.
  • Stretching 6,418 kilometers from its source in the Tibetan Plateau to its terminus in the East China Sea, the river both divides and connects the country. To its north lie the wheat fields and coal mines of the North China Plain and Loess Plateau, unified China's traditional political cores. Along its banks and to the south are the riverine wetlands and terraced mountain faces that historically supplied China with rice, tea, cotton and timber.
  • The river passes through the highlands of the Yunnan-Guizhou Plateau, the fertile Sichuan Basin, the lakes and marshes of the Middle Yangtze and on to the trade hubs of the Yangtze River Delta. Its watershed touches 19 provinces and is central to the economic life of more people than the populations of Russia and the United States combined.
  • The river's dozens of tributaries reach from Xian, in the southern Shaanxi province, to northern Guangdong -- a complex of capillaries without which China likely would never have coalesced into a single political entity.
  • The Yangtze, even more than the Yellow River, dictates the internal constraints on and strategic imperatives of China's rulers.
  • The Yellow River may be the origin of the Han Chinese civilization, but on its own it is far too weak to support the economic life of a great power.
  • The Yellow River is China's Hudson or Delaware. By contrast, the Yangtze is China's Mississippi -- the river that enabled China to become an empire.
  • Just as the Mississippi splits the United States into east and west, the Yangtze divides China into its two most basic geopolitical units: north and south.
  • This division, more than any other, forms the basis of Chinese political history and provides China's rulers with their most fundamental strategic imperative: unity of the lands above and below the river. Without both north and south, there is no China, only regional powers.
  • The constant cycle between periods of unity (when one power takes the lands north and south of the Yangtze) and disunity (when that power breaks into its constituent regional parts) constitutes Chinese political history.
  • If the Yangtze did not exist, or if its route had veered downward into South and Southeast Asia (like most of the rivers that begin on the Tibetan Plateau), China would be an altogether different and much less significant place.
  • The provinces of central China, which today produce more rice than all of India, would be as barren as Central Asia. Regional commercial and political power bases like the Yangtze River Delta or the Sichuan Basin would never have emerged. The entire flow of Chinese history would be different.
  • Three regions in particular make up the bulk of the Yangtze River Basin
  • the Upper (encompassing present-day Sichuan and Chongqing), Middle (Hubei, Hunan and Jiangxi) and Lower Yangtze (Jiangsu and Zhejiang provinces, as well as Shanghai and parts of Anhui).
  • Geography and time have made these regions into distinct and relatively autonomous units, each with its own history, culture and language. Each region has its own hubs -- Chengdu and Chongqing for the Upper Yangtze; Wuhan, Changsha and Nanchang for the Middle Yangtze; and Suzhou, Hangzhou and Shanghai for the Lower Yangtze.
  • In many ways, China was more deeply united under Mao Zedong than under any emperor since Kangxi in the 18th century. After 1978, the foundations of internal cohesion began to shift and crack as the reform and opening process directed central government attention and investment away from the interior (Mao's power base) and toward the coast.
  • Today, faced with the political and social consequences of that process, the Party is once again working to reintegrate and recentralize -- both in the sense of slowly reconsolidating central government control over key sectors of the economy and, more fundamentally, forcibly shifting the economy's productive core inland.
  • Today, the Yangtze River is by far the world's busiest inland waterway for freight transport.
  • In 2011, more than 1.6 billion metric tons of goods passed through it, representing 40 percent of the nation's total inland waterborne cargo traffic and about 5 percent of all domestic goods transport that year
  • By 2011, the nine provincial capitals that sit along the Yangtze and its major tributaries had a combined gross domestic product of $1 trillion, up from $155 billion in 2001. That gives these cities a total wealth roughly comparable to the gross domestic products of South Korea and Mexico.
  • Investment in further industrial development along the Yangtze River reflects not only an organic transformation in the structure of the Chinese economy but also the intersection of complex political forces
  • First, there is a clear shift in central government policy away from intensive focus on coastal manufacturing at the expense of the interior (the dominant approach throughout the 1990s and early 2000s) and toward better integrating China's diverse regions into a coherent national economy.
  • Thirty years of export-oriented manufacturing centered in a handful of coastal cities generated huge wealth and created hundreds of millions of jobs. But it also created an economy characterized by deep discrepancies in the geographic allocation of resources and by very little internal cohesion.
  • By 2001, the economies of Shanghai and Shenzhen, for instance, were in many ways more connected to those of Tokyo, Seoul and Los Angeles than of the hinterlands of Sichuan and Shaanxi provinces.
  • The foundation of this model was an unending supply of cheap labor. In the 1980s, such workers came primarily from the coast. In the 1990s, when coastal labor pools had been largely exhausted, factories welcomed the influx of migrants from the interior. Soon, labor came to replace coal, iron ore and other raw materials as the interior's most important export to coastal industrial hubs. By the mid-2000s, between 250 million and 300 million migrant workers had fled from provinces like Henan, Anhui and Sichuan (where most people still lived on near-subsistence farming) in search of work in coastal cities.
  • This continual supply of cheap labor from the interior kept Chinese manufacturing cost-competitive throughout the 2000s -- far longer than if Chinese factories had only had the existing coastal labor pool to rely on.
  • But in doing so, it kept wages artificially low and, in turn, systematically undermined the development of a domestic consumer base. This was compounded by the fact that very little of the wealth generated by coastal manufacturing went to the workers.
  • Instead, it went to the state in the form of savings deposits into state-owned banks, revenue from taxes and land sales, or profits for the state-owned and state-affiliated enterprises
  • This dual process -- accumulation of wealth by the state and systematic wage repression in low-end coastal manufacturing -- significantly hampered the development of China's domestic consumer base. But even more troubling was the effect of labor migration, coupled with the relative lack of central government attention to enhancing inland industry throughout the 1990s and early 2000s, on the economies of interior provinces.
  • In trying to urbanize and industrialize the interior, Beijing is going against the grain of Chinese history -- a multimillennia saga of failed attempts to overcome the radical constraints of geography, population, food supply and culture through ambitious central government development programs.
  • Though its efforts thus far have yielded notable successes, such as rapid expansion of the country's railway system and soaring economic growth rates among inland provinces, they have not yet addressed a number of pivotal questions. Before it can move forward, Beijing must address the reform of the hukou (or household registration) system and the continued reliance on centrally allocated investment, as opposed to consumption, as a driver of growth.
  • anonymous on 01 Apr 13
     
    "This is the first piece in a three-part series on the geopolitical implications of China's move to transform the Yangtze River into a major internal economic corridor."
anonymous

In Dispute Over Islands, a Chance for Beijing | Stratfor - 0 views

www.stratfor.com/...te-over-islands-chance-beijing

shared by anonymous on 21 Jan 13 - No Cached
  • . Chinese pilots are more actively shadowing U.S. military aircraft flying through the airspace between China and Japan. Chinese aircraft have also reportedly violated Japanese airspace near the disputed Senkaku/Diaoyu islands several times since mid-December, prompting Japan to send its aircraft, including F-15Js, to monitor Chinese actions. 

  • Tokyo has identified several gaps in its ability to address Chinese actions. Japan will depend on the United States to fill these gaps as its military purchases new systems, shifts its existing forces and adjusts its rules of engagement.
  • Until 2012, the dispute over the islands was only an occasional source of tension between China and Japan. The two sides had operated under a tacit agreement: China would not push its claims if Japan did not develop the islands. In April 2012, then-Tokyo Governor Shintaro Ishihara, in a speech at the Heritage Foundation, announced the city's plans to purchase the Senkaku Islands from their Japanese private owner. This action forced the Japanese central government to purchase the islands outright rather than continue to rent them from the private owners or allow Ishihara to buy the islands and possibly begin to build facilities on them.

  • ...11 more annotations...
  • What took place was effectively a change in the deeds to the islands, which in reality were already under Japanese control.
  • Beijing, however, exploited the move to set in motion a nationalist campaign against Japanese businesses and products and to justify the new pace of Chinese maritime and air activity around the islands.
  • In the first case, Japan does not acknowledge China's claim to the islands, and thus it does not recognize a dispute, instead characterizing Beijing's moves as Chinese aggression.
  • In the second instance, China sees its increased presence as a way to either cow the other claimant or to help China build a stronger case should the dispute ever go to international arbitration.
  • Japan has already recognized several shortcomings in its own defense capabilities
  • But most Japanese plans are slated for implementation no sooner than 2015. This leaves Tokyo unable to effectively counter Chinese activity for two more years.
  • Washington has said it does not recognize any sovereignty over the islands, but it does recognize Japanese administrative control, meaning that by default, Washington supports Japan. But the United States does not want a violent clash between Japan and China. By increasing its direct involvement, Washington can reassure Tokyo of its support, softening the pressure for Japan to take more aggressive action, and it can serve notice to China that more aggressive action would involve not only Japan but also the United States. 

  • But this approach assumes China is willing to step back. In China's view, the United States is trying to contain Beijing and encroach on its sphere of influence. Beijing sees the evidence of this in Washington's pivot to Asia, in the expansion of its political and defense relations with Southeast Asian states and in its strengthened military posture throughout the region, particularly in Australia and the Philippines.
  • The involvement of the United States, then, may not suffice to alter China's actions around the disputed islands.
  • In 2001, after a collision between a Chinese Jian-8 and a U.S. EP-3E, China held the plane on Hainan Island and demanded a U.S. apology. But more than just seeking an apology or trying to pry secrets from the plane's airframe, China used the opportunity to try to show other Asian states that the United States and its military could be countered in Asia.
  • Beijing's ability to resist U.S. demands and Washington's unwillingness to intervene militarily were, for China, a victory. The 9/11 attacks on the United States shifted U.S. attention and the stresses of U.S.-China relations were quickly deprioritized. But those tensions are rising once again, and at a time when more military flights and ships are moving near the disputed area, Beijing may be on the lookout for another opportunity to reshape regional perceptions of Washington's military commitment to Asia. And with the United States engaged for more than a decade in a war in Afghanistan, Beijing is calculating that Washington will continue to seek to avoid new conflict in Asia, giving China a short window of opportunity to make its point.
  • anonymous on 21 Jan 13
     
    "As Japan and China increase naval and air activity around the disputed Senkaku/Diaoyu islands in the East China Sea, the United States is steadily increasing its active involvement to reassure Tokyo and send a warning to Beijing. But Beijing may seek an opportunity to challenge U.S. primacy in what China considers its territorial waters."
anonymous

The Origin of Wars - 0 views

www.stratfor.com/...origin-wars

shared by anonymous on 20 Feb 13 - Cached
  • Thucydides chronicles how the Peloponnesian War began in the latter part of the late fifth century B.C. with disputes over the island of Corcyra in northwestern Greece and Potidaea in northeastern Greece. These places were not very strategically crucial in and of themselves. To think that wars must start over important places is to misread Thucydides.
  • Corcyra and Potidaea, among other locales, were only where the Peloponnesian War started; not what caused it. What caused it, he writes in the first book of his eight-book history, was the growth of perceived maritime power in Athens and the alarm that it inspired in Sparta and among Sparta's allies.
  • Hobbes writes that a pretext for war over some worthless place "is always an injury received, or pretended to be received." Whereas the "inward motive to hostility is but conjectural; and not of the evidence." In other words, the historian or journalist might find it hard to find literal documentation for the real reasons states go to war; thus, he often must infer them. He often must tease them out of the pattern of events, and still in many cases be forced to speculate.
  • ...7 more annotations...
  • The South China Sea conflict, for example, becomes understandable. Here are geographical features which, in their own right, are valuable because of the measureable energy deposits in surrounding waters. They also fall in the path of sea lines of communications vital for access to the Indian Ocean in one direction, and the East China Sea and Sea of Japan in the other, making the South China Sea part of the word's global energy interstate.
  • Indeed, nobody would prefer to say they are provoking a conflict because of rising Chinese sea power; rather, they would say they are doing so because of this or that infringement of maritime sovereignty over this or that islet. All the rest might have to be conjectured.
  • Even if one argues that these islets are worthless, he or she would miss the point. Rather, the dispute over these islets is a pretext for the rise of Chinese sea power and the fear that it inspires in Japan, helping to ease Japan out of its quasi-pacifistic shell and rediscover nationalism and military power.
  • Then there is North Korea. With a gross domestic product of only that of Latvia or Turkmenistan, it might be assumed to be another worthless piece of real estate. Geography tells a different story. Jutting out from Manchuria, the Korean Peninsula commands all maritime traffic in northeastern China and traps in its armpit the Bohai Sea, home to China's largest offshore oil reserve.
  • India and China have territorial tripwires in the Himalayan foothills, an area which, again, might be judged by some as worthless. But these tripwires become more meaningful as India partially shifts its defense procurements away from confronting Pakistan and towards confronting China. It is doing so because the advance of technology has created a new and claustrophobic strategic geography uniting India and China, with warships, fighter jets and space satellites allowing each country to infringe on the other's battlespace. If a conflict ever does erupt between these two demographic and economic behemoths, it probably will not be because of the specific reasons stated but because of these deeper geographical and technological causes.
  • Israel has other fears that are less frequently expressed. For example, a nuclear Iran would make every crisis between Israel and Hezbollah, between Israel and Hamas, and between Israel and the West Bank Palestinians more fraught with risk. Israel cannot accept such augmentation of Iranian power. That could signal the real cause of a conflict, were Israel ever able to drag the United States into a war with Iran.
  • In all these cases, and others, the most profound lesson of Thucydides and Hobbes is to concentrate on what goes unstated in crises, on what can only be deduced. For the genius of analysis lies in quiet deductions, not in the mere parroting of public statements. What starts conflicts is public, and therefore much less interesting -- and less crucial -- than the causes of conflicts, which are not often public.
  • anonymous on 20 Feb 13
     
    Another must-read. "Just as Herodotus is the father of history, Thucydides is the father of realism. To understand the geopolitical conflict zones of the 21st century, you must begin with the ancient Greeks. Among the many important lessons Thucydides teaches in his History of the Peloponnesian War is that what starts a war is different from what causes it."
‹ Previous 21 - 40 of 326 Next › Last »
Showing 20▼ items per page