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anonymous

Arizona, Borderlands and U.S.-Mexican Relations - 0 views

  • the entire issue cannot simply be seen as an internal American legal matter. More broadly, it forms part of the relations between the United States and Mexico, two sovereign nation-states whose internal dynamics and interests are leading them into an era of increasing tension. Arizona and the entire immigration issue have to be viewed in this broader context.
  • Until the Mexican-American War, it was not clear whether the dominant power in North America would have its capital in Washington or Mexico City.
  • Mexico was the older society with a substantially larger military. The United States, having been founded east of the Appalachian Mountains, had been a weak and vulnerable country.
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  • The War of 1812 showed the deep weakness of the United States. By contrast, Mexico had greater strategic depth and less dependence on exports.
  • The American solution to this strategic weakness was to expand the United States west of the Appalachians, first into the Northwest Territory ceded to the United States by the United Kingdom and then into the Louisiana Purchase, which Thomas Jefferson ordered bought from France.
  • During the War of 1812, the British tried to seize New Orleans, but forces led by Andrew Jackson defeated them in a battle fought after the war itself was completed.
  • Jackson understood the importance of New Orleans to the United States.
  • Mexico therefore represented a fundamental threat to the United States.
  • In response, Jackson authorized a covert operation under Sam Houston to foment an uprising among American settlers in the Mexican department of Texas with the aim of pushing Mexico farther west.
  • Mexico’s strategic problem was the geography south of the Rio Grande (known in Mexico as the Rio Bravo).
  • The creation of an independent Texas served American interests, relieving the threat to New Orleans and weakening Mexico. The final blow was delivered under President James K. Polk during the Mexican-American War, which (after the Gadsden Purchase) resulted in the modern U.S.-Mexican border. That war severely weakened both the Mexican army and Mexico City, which spent roughly the rest of the century stabilizing Mexico’s original political order.
  • The U.S. defeat of Mexico settled the issue of the relative power of Mexico and the United States but did not permanently resolve the region’s status; that remained a matter of national power and will.
  • An accelerating population movement out of Mexico and into the territory the United States seized from Mexico paralleled the region’s accelerating economic growth.
  • The inclination of the United States to pull labor north was thus matched by the inclination of Mexico to push that labor north.
  • The U.S. government, however, wanted an outcome that was illegal under U.S. law.
  • Three fault lines emerged in United States on the topic.
  • One was between the business classes
  • The second lay between the federal government, which saw the costs as trivial, and the states, which saw them as intensifying over time.
  • And third, there were tensions between Mexican-American citizens and other American citizens
  • Underlying this political process was a geopolitical one. Immigration in any country is destabilizing.
  • Immigrants have destabilized the United States ever since the Scots-Irish changed American culture, taking political power and frightening prior settlers.
  • That equation ultimately also works in the case of Mexican migrants, but there is a fundamental difference. When the Irish or the Poles or the South Asians came to the United States, they were physically isolated from their homelands.
  • This is not the case, however, for Mexicans moving into the borderlands conquered by the United States just as it is not the case in other borderlands around the world. Immigrant populations in this region are not physically separated from their homeland, but rather can be seen as culturally extending their homeland northward — in this case not into alien territory, but into historically Mexican lands.
  • The Mexican-American War established the political boundary between the two countries.
  • The political border stays where it is while the cultural border moves northward.
  • The underlying fear of those opposing this process is not economic (although it is frequently expressed that way), but much deeper: It is the fear that the massive population movement will ultimately reverse the military outcome of the 1830s and 1840s
  • The problem is that Mexicans are not seen in the traditional context of immigration to the United States. As I have said, some see them as extending their homeland into the United States, rather than as leaving their homeland and coming to the United States.
  • when those who express these concerns are demonized, they become radicalized.
  • Centuries ago, Scots moved to Northern Ireland after the English conquered it. The question of Northern Ireland, a borderland, was never quite settled. Similarly, Albanians moved to now-independent Kosovo, where tensions remain high. The world is filled with borderlands where political and cultural borders don’t coincide and where one group wants to change the political border that another group sees as sacred.
  • Migration to the United States is a normal process. Migration into the borderlands from Mexico is not.
  • Jewish migration to modern-day Israel represents a worst-case scenario for borderlands.
  • An absence of stable political agreements undergirding this movement characterized this process.
  • The problem as I see it is that the immigration issue is being treated as an internal debate among Americans when it is really about reaching an understanding with Mexico.
  • Immigration has been treated as a subnational issue involving individuals. It is in fact a geopolitical issue between two nation-states. Over the past decades, Washington has tried to avoid turning immigration into an international matter, portraying it rather as an American law enforcement issue. In my view, it cannot be contained in that box any longer.
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    "...the entire issue cannot simply be seen as an internal American legal matter. More broadly, it forms part of the relations between the United States and Mexico, two sovereign nation-states whose internal dynamics and interests are leading them into an era of increasing tension. Arizona and the entire immigration issue have to be viewed in this broader context." By George Friedman at StratFor on August 3, 2010.
anonymous

Corruption: Why Texas Is Not Mexico - 0 views

  • The guns that flow southward along with the cash, according to the narrative, are largely responsible for Mexico’s violence. As one looks at other countries lying to the south of Mexico along the smuggling routes from South America to the United States, they too seem to suffer from the same maladies.
  • As borderlands, these entities — referred to as states in the U.S. political system — find themselves caught between the supply of drugs flowing from the south and the large narcotics markets to their north. The geographic location of these states results in large quantities of narcotics flowing northward through their territory and large amounts of cash likewise flowing southward. Indeed, this illicit flow has brought with it corruption and violence, but when we look at these U.S. states, their security environments are starkly different from those of Mexican states on the other side of the border.
  • While the desert regions along the border do provide a bit of a buffer between the two countries — and between the Mexican core and its northern territories — there is no geological obstacle separating the two countries. Even the Rio Grande is not so grand, as the constant flow of illicit goods over it testifies.
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    As one studies Mexico's cartel war, it is not uncommon to hear Mexican politicians - and some people in the United States - claim that Mexico's problems of violence and corruption stem largely from the country's proximity to the United States. According to this narrative, the United States is the world's largest illicit narcotics market, and the inexorable force of economic demand means that the countries supplying the demand, and those that are positioned between the source countries and the huge U.S. market, are trapped in a very bad position. Because of this market and the illicit trade it creates, billions of dollars worth of drugs flow northward through Mexico (or are produced there) and billions of dollars in cash flow back southward into Mexico. The guns that flow southward along with the cash, according to the narrative, are largely responsible for Mexico's violence. As one looks at other countries lying to the south of Mexico along the smuggling routes from South America to the United States, they too seem to suffer from the same maladies.
anonymous

New Mexican President, Same Cartel War? - 1 views

  • In any democratic election, opposition parties always criticize the policies of the incumbent. This tactic is especially true when the country is involved in a long and costly war.
  • This strategy is what we are seeing now in Mexico with the opposition Institutional Revolutionary Party (PRI) and Democratic Revolutionary Party (PRD) criticizing the way the administration of Felipe Calderon, who belongs to the National Action Party (PAN), has prosecuted its war against the Mexican cartels.
  • One of the trial balloons that the opposition parties — especially the PRI — seem to be floating at present is the idea that if they are elected they will reverse Calderon’s policy of going after the cartels with a heavy hand and will instead try to reach some sort of accommodation with them.
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  • In effect, this stratagem would be a return of the status quo ante during the PRI administrations
  • no matter who wins the 2012 election, the new president will have little choice but to maintain the campaign against the Mexican cartels.
  • over the past decade there have been changes in the flow of narcotics into the United States.
  • much of the U.S. supply came into Florida via Caribbean routes.
  • Over the past decade, the tables turned. Now, the Mexican cartels control most of the cocaine flow and the Colombian gangs are the junior partners in the relationship.
  • they are also involved in the smuggling of South American cocaine to Europe and Australia. This expanded cocaine supply chain means that the Mexican cartels have assumed a greater risk of loss along the extended supply routes
  • black-tar heroin and methamphetamine, has also helped bring big money (and power) to the Mexican cartels. These drugs have proved to be quite lucrative for the Mexican cartels because the cartels own the entire production process. This is not the case with cocaine, which the cartels have to purchase from South American suppliers.
  • These changes in the flow of narcotics into the United States mean that the Mexican narcotics-smuggling corridors into the United States are now more lucrative than ever for the Mexican cartels, and the increasing value of these corridors has heightened the competition — and the violence — to control them.
  • Most of the violence in Mexico today is cartel-on-cartel, and the cartels have not chosen to explicitly target civilians or the government. Even the violence we do see directed against Mexican police officers or government figures is usually not due to their positions but to the perception that they are on the payroll of a competing cartel.
  • Consider this: Three and a half years ago, the Beltran Leyva Organization (BLO) was a part of the Sinaloa Federation. Following the arrest of Alfredo Beltran Leyva in January 2008, Alfredo’s brothers blamed Sinaloa chief Joaquin “El Chapo” Guzman Loera, declared war on El Chapo and split from the Sinaloa Federation to form their own organization.
  • not only did the BLO leave the Sinaloa Federation, it also split twice to form three new cartels.
  • There are two main cartel groups, one centered on the Sinaloa Federation and the other on Los Zetas, but these groups are loose alliances rather than hierarchical organizations, and there are still many smaller independent players, such as CIDA, La Resistencia and the CJNG. This means that a government attempt to broker some sort of universal understanding with the cartels in order to decrease the violence would be far more challenging than it would have been a decade ago.
  • Another problem is the change that has occurred in the nature of the crimes the cartels commit. The Mexican cartels are no longer just drug cartels, and they no longer just sell narcotics to the U.S. market.
  • Up until a few months ago, it was common to hear U.S. government officials refer to the Mexican cartels using the acronym “DTOs,” or drug trafficking organizations. Today, that acronym is rarely, if ever, heard. It has been replaced by “TCO,” which stands for transnational criminal organization. This acronym recognizes that the Mexican cartels engage in many criminal enterprises, not just narcotics smuggling.
  • Mexican cartels have become involved in kidnapping, extortion, cargo theft, oil theft and diversion, arms smuggling, human smuggling, carjacking, prostitution and music and video piracy.
  • These additional lines of business are lucrative, and there is little likelihood that the cartels would abandon them even if smuggling narcotics became easier.
  • this diversification is also a factor that must be considered in discussing the legalization of narcotics and the impact that would have on the Mexican cartels.
    • anonymous
       
      This would seem to be crucial, since discussion of what the U.S. can do always seems to boil (for us) down to one of decriminalization. While that may (or may not) be wise, it does not necessarily follow that it will 'fix' the problem.
  • Another way the cartels have sought to generate revenue through alternative means is to increase drug sales inside Mexico. While drugs sell for less on the street in Mexico than they do in the United States, they require less overhead, since they don’t have to cross the U.S. border.
  • There has been a view among some in Mexico that the flow of narcotics through Mexico is something that might be harmful for the United States but doesn’t really harm Mexico. Indeed, as the argument goes, the money the drug trade generates for the Mexican economy is quite beneficial. The increase in narcotics sales in Mexico belies this, and in many places, such as the greater Mexico City region, much of the violence we’ve seen involves fighting over turf for local drug sales and not necessarily fighting among the larger cartel groups
  • As the Mexican election approaches, the idea of accommodating the cartels may continue to be presented as a logical alternative to the present policies, and it might be used to gain political capital, but anyone who carefully examines the situation on the ground will see that the concept is totally untenable.
  • in the same way President Obama was forced by ground realities to follow many of the Bush administration policies he criticized as a candidate, the next Mexican president will have little choice but to follow the policies of the Calderon administration in continuing the fight against the cartels.
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    Here's the latest from StratFor regarding the Mexican Cartel War and how the upcoming 2012 Mexican election might be impacted by the events of the last few years.
anonymous

The Geopolitics of the United States, Part 1: The Inevitable Empire - 0 views

  • All of the New World entities struggled to carve a modern nation and state out of the American continents. Brazil is an excellent case of how that struggle can be a difficult one. The United States falls on the opposite end of the spectrum.
  • The Greater Mississippi Basin together with the Intracoastal Waterway has more kilometers of navigable internal waterways than the rest of the world combined. The American Midwest is both overlaid by this waterway, and is the world’s largest contiguous piece of farmland. The U.S. Atlantic Coast possesses more major ports than the rest of the Western Hemisphere combined.
  • Two vast oceans insulated the United States from Asian and European powers, deserts separate the United States from Mexico to the south, while lakes and forests separate the population centers in Canada from those in the United States.
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  • The United States has capital, food surpluses and physical insulation in excess of every other country in the world by an exceedingly large margin. So like the Turks, the Americans are not important because of who they are, but because of where they live.
  • Climatically, the continent consists of a series of wide north-south precipitation bands largely shaped by the landmass’ longitudinal topography.
  • The Rocky Mountains dominate the Western third of the northern and central parts of North America
  • Farther east of this semiarid region are the well-watered plains of the prairie provinces of Canada and the American Midwest
  • East of this premier arable zone lies a second mountain chain known as the Appalachians.
  • North of the Great Lakes region lies the Canadian Shield, an area where repeated glaciation has scraped off most of the topsoil.
  • The continent’s final geographic piece is an isthmus of varying width, known as Central America, that is too wet and rugged to develop into anything more than a series of isolated city-states, much less a single country that would have an impact on continental affairs. Due to a series of swamps and mountains where the two American continents join, there still is no road network linking them, and the two Americas only indirectly affect each other’s development.
  • The most distinctive and important feature of North America is the river network in the middle third of the continent.
  • Very few of its tributaries begin at high elevations, making vast tracts of these rivers easily navigable. In the case of the Mississippi, the head of navigation — just north of Minneapolis — is 3,000 kilometers inland.
  • The unified nature of this system greatly enhances the region’s usefulness and potential economic and political power.
  • shipping goods via water is an order of magnitude cheaper than shipping them via land.
  • in the petroleum age in the United States, the cost of transport via water is roughly 10 to 30 times cheaper than overland.
  • This factor is the primary reason why the major economic powers of the past half-millennia have been Japan, Germany, France, the United Kingdom and the United States.
  • the watershed of the Greater Mississippi Basin largely overlays North America’s arable lands.
  • The vast bulk of the prime agricultural lands are within 200 kilometers of a stretch of navigable river.
  • the river network’s unity greatly eases the issue of political integration.
  • All of the peoples of the basin are part of the same economic system, ensuring constant contact and common interests. Regional proclivities obviously still arise, but this is not Northern Europe, where a variety of separate river systems have given rise to multiple national identities.
  • It is worth briefly explaining why STRATFOR fixates on navigable rivers as opposed to coastlines.
  • First, navigable rivers by definition service twice the land area of a coastline (rivers have two banks, coasts only one).
  • Second, rivers are not subject to tidal forces, greatly easing the construction and maintenance of supporting infrastructure.
  • Third, storm surges often accompany oceanic storms, which force the evacuation of oceanic ports.
  • coastal regions are a poor second compared to lands with navigable rivers.
  • There are three other features — all maritime in nature — that further leverage the raw power that the Greater Mississippi Basin provides.
  • First are the severe indentations of North America’s coastline, granting the region a wealth of sheltered bays and natural, deep-water ports.
  • Second, there are the Great Lakes.
  • Third and most important are the lines of barrier islands that parallel the continent’s East and Gulf coasts.
  • Thus, the Greater Mississippi Basin is the continent’s core, and whoever controls that core not only is certain to dominate the East Coast and Great Lakes regions but will also have the agricultural, transport, trade and political unification capacity to be a world power — even without having to interact with the rest of the global system.
  • There are many secondary stretches of agricultural land as well
  • The rivers of the American Atlantic coastal plain — flowing down the eastern side of the Appalachians — are neither particularly long nor interconnected. This makes them much more like the rivers of Northern Europe in that their separation localizes economic existence and fosters distinct political identities, dividing the region rather than uniting it. The formation of such local — as opposed to national — identities in many ways contributed to the American Civil War.
  • What is now Mexico lacks even a single navigable river of any size. Its agricultural zones are disconnected and it boasts few good natural ports.
  • Canada’s maritime transport zones
  • Its first, the Great Lakes, not only requires engineering but is shared with the United States.
  • The second, the St. Lawrence Seaway, is a solid option (again with sufficient engineering), but it services a region too cold to develop many dense population centers.
  • So long as the United States has uninterrupted control of the continental core — which itself enjoys independent and interconnected ocean access — the specific locations of the country’s northern and southern boundaries are somewhat immaterial to continental politics.
  • The eastern end of the border could be anywhere within 300 kilometers north or south of its current location (at present the border region’s southernmost ports — Brownsville and Corpus Christi — lie on the U.S. side of the border). As one moves westward to the barren lands of New Mexico, Arizona, Chihuahua and Sonora, the possible variance increases considerably. Even controlling the mouth of the Colorado River where it empties into the Gulf of California is not a critical issue, since hydroelectric development in the United States prevents the river from reaching the Gulf in most years, making it useless for transport.
    • anonymous
       
      As a fun project, I'd love to create a map that depicts what could be the outer edges of the American political map without changing its core strategic position.
  • In the north, the Great Lakes are obviously an ideal break point in the middle of the border region, but the specific location of the line along the rest of the border is largely irrelevant. East of the lakes, low mountains and thick forests dominate the landscape — not the sort of terrain to generate a power that could challenge the U.S. East Coast.
  • The border here could theoretically lie anywhere between the St. Lawrence Seaway and Massachusetts without compromising the American population centers on the East Coast
  • So long as the border lies north of the bulk of the Missouri River’s expansive watershed, the border’s specific location is somewhat academic, and it becomes even more so when one reaches the Rockies.
  • On the far western end of the U.S.-Canada border is the only location where there could be some border friction. The entrance to Puget Sound — one of the world’s best natural harbors — is commanded by Vancouver Island.
  • Most of the former is United States territory, but the latter is Canadian — in fact, the capital of British Columbia, Victoria, sits on the southern tip of that strategic island for precisely that reason.
  • It is common knowledge that the United States began as 13 rebellious colonies along the east coast of the center third of the North American continent. But the United States as an entity was not a sure thing in the beginning
  • France controlled the bulk of the useful territory that in time would enable the United States to rise to power, while the Spanish empire boasted a larger and more robust economy and population in the New World than the fledgling United States.
  • Most of the original 13 colonies were lightly populated by European standards — only Philadelphia could be considered a true city in the European sense — and were linked by only the most basic of physical infrastructure. Additionally, rivers flowed west to east across the coastal plain, tending to sequester regional identities rather than unify them.
  • But the young United States held two advantages.
  • First, without exception, all of the European empires saw their New World holdings as secondary concerns.
  • With European attentions diverted elsewhere, the young United States had an opportunity to carve out a future for itself relatively free of European entanglements.
  • Second, the early United States did not face any severe geographic challenges. The barrier island system and local rivers provided a number of options that allowed for rapid cultural and economic expansion up and down the East Coast.
  • This was not England, an island that forced the early state into the expense of a navy. This was not France, a country with three coasts and two land borders that forced Paris to constantly deal with threats from multiple directions. This was not Russia, a massive country suffering from short growing seasons that was forced to expend inordinate sums of capital on infrastructure simply to attempt to feed itself.
  • Instead, the United States could exist in relative peace for its first few decades without needing to worry about any large-scale, omnipresent military or economic challenges, so it did not have to garrison a large military.
    • anonymous
       
      Maybe our obsession with some mythical, truly free market stems from these early roots and is nourished by continued favorable geographic conditions. I wonder if that's one reason we're incredulous that other nations don't adopt our various policies. We have unique circumstances and are oblivious to the fact. 
  • it is inevitable that whoever controls the middle third of North America will be a great power.
    • anonymous
       
      In classic StratFor fashion, the monograph extensively lays out the geographic (and some brief historical relevance) situation without reference to founding fathers or 'sacred' mentalities. On a very personal note, this is a reason that I prefer this style. On the left and right, there's a strong desire to steer perceptions. Surely, StratFor is no different, but it steers perceptions to a particular frame of scale.
  • The United States’ strategic imperatives are presented here in five parts. Normally imperatives are pursued in order, but there is considerable time overlap between the first two and the second two.
  • 1. Dominate the Greater Mississippi Basin
  • The early nation was particularly vulnerable to its former colonial master.
  • There are only two ways to protect a coastal community from sea power. The first is to counter with another navy.
  • The second method of protecting a coastal community is to develop territories that are not utterly dependent upon the sea.
  • Achieving such strategic depth was both an economic and a military imperative.
  • The United States was entirely dependent upon the English imperial system not just for finished goods and markets but also for the bulk of its non-agricultural raw materials, in particular coal and iron ore.
  • The Appalachians may not be the Swiss Alps, but they were sufficiently rugged to put a check on any deep and rapid inland expansion.
  • The Ohio River faced the additional problem of draining into the Mississippi, the western shore of which was the French territory of Louisiana
  • The United States solved this problem in three phases.
  • First, there was the direct purchase of the Louisiana Territory from France in 1803.
  • At the time, Napoleon was girding for a major series of wars that would bear his name. France not only needed cash but also to be relieved of the security burden of defending a large but lightly populated territory in a different hemisphere.
  • The Louisiana Purchase not only doubled the size of the United States but also gave it direct ownership of almost all of the Mississippi and Missouri river basins.
  • The inclusion of the city of New Orleans in the purchase granted the United States full control over the entire watershed.
  • The second phase of the strategic-depth strategy was the construction of that different route: the National Road (aka the Cumberland Road).
  • This single road (known in modern times as Interstate 40 or Interstate 70 for most of its length) allowed American pioneers to directly settle Ohio, Indiana, Illinois and Missouri and granted them initial access to Michigan, Wisconsin, Iowa and Minnesota.
  • For the better part of a century, it was the most heavily trafficked route in the country
  • the original 13 colonies were finally lashed to the Greater Mississippi Basin via a route that could not be challenged by any outside power.
  • The third phase of the early American expansion strategy was in essence an extension of the National Road via a series of settlement trails, by far the most important and famous of which was the Oregon Trail.
  • The trail was directly responsible for the initial settling of Kansas, Nebraska, Wyoming, Idaho and Oregon. A wealth of secondary trails branched off from the main artery — the Mormon, Bozeman, California and Denver trails — and extended the settlement efforts to Montana, Colorado, Utah, Nevada and California.
  • That project’s completion reduced East Coast-West Coast travel time from six months to eight days and slashed the cost by 90 percent (to about $1,100 in 2011 dollars).
  • Collectively, the Louisiana Purchase, the National Road and the Oregon Trail facilitated the largest and fastest cultural expansion in human history.
  • From beginning to end, the entire process required less than 70 years.
  • The Columbia River Valley and California’s Central Valley are not critical American territories.
  • among other things, they grant the United States full access to the Pacific trading basin — only that control of them is not imperative to American security.
  • 2. Eliminate All Land-Based Threats to the Greater Mississippi Basin
  • The first land threat to the young United States was in essence the second phase of the Revolutionary War
  • the British navy could outmatch anything the Americans could float
  • Geopolitically, the most critical part of the war was the participation of semi-independent British Canada.
  • Canadian forces, unlike the British, did not have a supply line that stretched across the Atlantic.
  • Canada is far enough north that its climate is far harsher than that of the United States, with all of the negative complications one would expect for population, agriculture and infrastructure.
  • What few rivers Canada has neither interconnect nor remain usable year round.
  • Most of these river connections also have rapids and falls, greatly limiting their utility as a transport network.
  • the St. Lawrence Seaway — a series of locks that link the St. Lawrence River to the Great Lakes and allow full ocean access — was not completed until 1959.
  • Newfoundland and Prince Edward Island — are disconnected from the Canadian landmass and unable to capitalize on what geographic blessings the rest of the country enjoys
  • what population centers Canada does have are geographically sequestered from one another by the Canadian Shield and the Rocky Mountains.
  • All four provinces have been forced by geography and necessity to be more economically integrated with their southern neighbors than with their fellow Canadian provinces.
    • anonymous
       
      Here's a key fact that I have never read anywhere else. I would love to learn more about this. It's surely plausible; I just find it funny that it's been omitted from view.
  • The British were exhausted from the Napoleonic Wars in Europe and, with the French Empire having essentially imploded, were more interested in reshaping the European balance of power than re-engaging the Americans in distant North America.
  • the Americans were mobilized, angry and — remembering vividly the Canadian/British sacking of Washington — mulling revenge.
  • This left a geographically and culturally fractured Canada dreading a long-term, solitary confrontation with a hostile and strengthening local power. During the following decades, the Canadians had little choice but to downgrade their ties to the increasingly disinterested British Empire, adopt political neutrality vis-a-vis Washington, and begin formal economic integration with the United States. Any other choice would have put the Canadians on the path to another war with the Americans (this time likely without the British), and that war could have had only one outcome.
  • Using a combination of illegal settlements, military pressure and diplomacy, the United States was able to gain control of east and west Florida from Madrid in 1819 in exchange for recognizing Spanish claims to what is now known as Texas
  • the United States’ efforts to secure its southwestern borders shifted to a blatant attempt to undermine and ultimately carve up the one remaining Western Hemispheric entity that could potentially challenge the United States: Mexico.
  • the United States quickly transformed itself from a poor coastal nation to a massively capital-rich commodities exporter.
  • But these inner territories harbored a potentially fatal flaw: New Orleans.
  • the biggest potential security threat to the United States was newly independent Mexico, the border with which was only 150 kilometers from New Orleans. In fact, New Orleans’ security was even more precarious than such a small distance suggested.
  • Just as the American plan for dealing with Canada was shaped by Canada’s geographic weakness, Washington’s efforts to first shield against and ultimately take over parts of Mexico were shaped by Mexico’s geographic shortcomings.
  • In the United States, the cheap transport system allowed early settlers to quickly obtain their own small tracts of land.
  • in time the wealth accumulated to the point that portions of the United States had the capital necessary to industrialize.
  • Mexico, in contrast, suffered from a complete lack of navigable rivers and had only a single good port (Veracruz).
  • First and most obviously, the lack of navigable waterways and the non-abundance of ports drastically reduced Mexico’s ability to move goods and thereby generate its own capital. Second, the disassociated nature of Mexico’s agricultural regions forced the construction of separate, non-integrated infrastructures for each individual sub-region, drastically raising the costs of even basic development.
  • Third, the highland nature of the Mexico City core required an even more expensive infrastructure, since everything had to be transported up the mountains from Veracruz.
  • the 410-kilometer railway linking Mexico City and Veracruz was not completed until 1873. (By that point, the United States had two intercontinental lines and roughly 60,000 kilometers of railways.)
  • very different economic and social structure
  • Instead of small landholdings, Mexican agriculture was dominated by a small number of rich Spaniards
  • The Mexican landowners had, in essence, created their own company towns and saw little benefit in pooling their efforts to industrialize. Doing so would have undermined their control of their economic and political fiefdoms.
  • This social structure has survived to the modern day, with the bulk of Mexican political and economic power held by the same 300 families that dominated Mexico’s early years, each with its local geographic power center.
  • In just two generations — by 1870 — the American population had ballooned to 38.6 million while Mexico’s was only 8.8 million.
  • The American effort against Mexico took place in two theaters.
  • The first was Texas, and the primary means was settlement as enabled by the Austin family.
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    "This installment on the United States, presented in two parts, is the 16th in a series of STRATFOR monographs on the geopolitics of countries influential in world affairs."
anonymous

U.S., Mexico: The Decline of the Colorado River | Stratfor - 0 views

  • In 1922, the seven U.S. states in the Colorado River Basin established a compact to distribute the resources of the river.
  • As the United States' territory expanded to the west, the Colorado River briefly was considered a portal to the isolated frontier of the southwestern United States, since it was often cheaper to take a longer path via water to transport goods and people in the early 19th century.
  • the geography and erratic flow of the Colorado made the river ultimately unsuitable for mass transportation.
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  • Irrigation along the river started expanding in the second half of the 19th century, and agriculture still consumes more water from the Colorado than any other sector.
  • When the original total allocation of the river was set in the 1920s, it was far above regional consumption. But it was also more than the river could supply in the long term.
  • The river was divided based on an estimated annual flow of roughly 21 billion cubic meters per year. More recent studies have indicated that the 20th century, and especially the 1920s, was a time of above-normal flows. These studies indicate that the long-term average of flow is closer to 18 billion cubic meters, with yearly flows ranging anywhere from roughly 6 billion cubic meters to nearly 25 billion cubic meters. As utilization has increased, the deficit between flow and allocation has become more apparent.
  • Populations in the region are expected to increase; in some states, the population could double by 2030. A study released at the end of 2012 by the U.S. Bureau of Reclamation predicted a possible shortage of 3 billion cubic meters by 2035.
  • The Colorado River provides water for irrigation of roughly 15 percent of the crops in the United States, including vegetables, fruits, cotton, alfalfa and hay. It also provides municipal water supplies for large cities, such as Phoenix, Tucson, Los Angeles, San Diego and Las Vegas, accounting for more than half of the water supply in many of these areas.
  • There is an imbalance of power along the international border.
  • The United States controls the headwaters of the Colorado River and also has a greater macroeconomic interest in maintaining the supply of water from the river. This can make individual amendments of the 1944 Treaty somewhat misleading. Because of the erratic nature of the river, the treaty effectively promises more water than the river can provide each year. Cooperation in conservation efforts and in finding alternative water sources on the U.S. side of the border, not treaty amendments, will become increasingly important as regional water use increases over the coming decades.
  • The U.S. Bureau of Reclamation oversees the whole river, but the management of each basin is separate.
  • Additionally, within each basin, there are separate state management agencies and, within each state, separate regional management agencies.
  • For the Colorado River, the U.S.-Mexico border is likely less relevant to the competition for the river's resources than the artificial border drawn at Lees Ferry.
  • While necessary, conservation efforts and the search for alternative sources likely will not be able to make up for the predicted shortage. Amendments to the original treaty typically have been issued to address symptomatic problems. However, the core problem remains:
  • More water is promised to river users than is available on average. While this problem has not come to a head yet, there may come a time when regional growth overtakes conservation efforts.
  • It is then that renegotiation of the treaty with a more realistic view of the river's volume will become necessary. Any renegotiation will be filled with conflict, but most of that likely will be contained in the United States.
  •  
    "An amendment to a standing water treaty between the United States and Mexico has received publicity over the past six months as an example of progress in water sharing agreements. But the amendment, called Minute 319, is simply a glimpse into ongoing mismanagement of the Colorado River on the U.S. side of the border. Over-allocation of the river's waters 90 years ago combined with increasing populations and economic growth in the river basin have created circumstances in which conservation efforts -- no matter how organized -- could be too little to overcome the projected water deficit that the Colorado River Basin will face in the next 20 years."
anonymous

The PC16: Identifying China's Successors | Stratfor - 0 views

  • China will have to behave differently from the way it does now, and thus other countries are poised to take its place.
  • Since the Industrial Revolution, there have always been countries where comparative advantage in international trade has been rooted in low wages and a large work force. If these countries can capitalize on their advantages, they can transform themselves dramatically. These transformations, in turn, reorganize global power structures.
  • When it is not in the throes of war, trade reshapes the international order. After World War II, Germany and Japan climbed out of their wreckage by using their skilled, low-wage labor to not only rebuild their economy but to become great exporting powers.
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  • It's not just their work; it's their way of life. As workers move to factories, the social fabric is torn apart. But that rending of life opens the door for a mobile workforce able to take advantage of new opportunities. Traditional life disappears; in its place stand the efficiencies of capitalism.
  • As the process matures, low wages rise -- producing simple products for the world market is not as profitable as producing more sophisticated products -- and the rate of growth slows down in favor of more predictable profits from more complex goods and services. All nations undergo this process, and China is no exception. This is always a dangerous time for a country. Japan handled it well. China has more complex challenges.
  • Low-wage countries seize the opportunity and climb upon the escalator of the international system, and with them come the political and business elite and the poor, for whom even the brutality of early industrialism is a relief.
  • In looking at this historically, two markers showed themselves. One is a historical first step: garment and footwear manufacturing, a highly competitive area that demands low wages but provides work opportunities that the population, particularly women, understand in principle. A second marker is mobile phone assembly, which requires a work force that can master relatively simple operations. Price matters greatly in this ruthlessly competitive market.
  • We were not looking for the kind of large-scale movements that would be noticed globally, but the first movements that appear to be successful. Where a handful of companies are successful, others will follow, so long as there is labor, some order and transportation.
  • Some things are not necessary or expected. The rule of law, understood in Anglo-Saxon terms of the written law, isn't there at this stage. Things are managed through custom and relationships with the elite. Partnerships are established. Frequently there is political uncertainty, and violence may have recently occurred. These are places that are at the beginning of their development cycle, and they may not develop successfully. Investors here are risk takers -- otherwise they wouldn't be here.
  • The Cultural Revolution had ended a few years before. It was a national upheaval of violence with few precedents. Mao Zedong died in 1976, and there had been an intense power struggle, with Deng Xiaoping consolidating power in 1977. China was politically unstable, had no clear legal system, sporadic violence and everything else that would make it appear economically hopeless. In fact, Egbert F. Dernberger and David Fasenfest of the University of Michigan wrote a paper for the Joint Economic Committee of Congress titled "China's Post-Mao Economic Future." In this paper, the authors state: "In the next seven years as a whole, the rate of industrial investment and production, more than the total of the last 28 years, imply a level of imports and industrial labor force such that the exports, transportation facilities, social overhead capital, energy and middle-level technical personnel requirements would exceed any realistic assessment of Chinese capabilities."
  • I don't mean to criticize the authors. This was the reasonable, conventional wisdom at the time. It assumed that the creation of infrastructure and a managerial class was the foundation of economic growth. In fact in China, it was the result of economic growth. The same can be said for rule of law, civil society, transparency and the other social infrastructure that emerges out of the social, financial and managerial chaos that a low-wage economy almost always manifests.
  • Low-wage societies develop these characteristics possibly out of the capital formation that low-wage exports generates. The virtues of advanced industrial society and the advantages of pre-industrial society don't coincide.
  • There is no single country that can replace China. Its size is staggering. That means that its successors will not be one country but several countries, most at roughly the same stage of development.
  • The point to emphasize is that identifying the PC16 is not a forecast. It is a list of countries in which we see significant movement of stage industries, particularly garment and footwear manufacturing and mobile phone assembly.
  • we have excluded countries growing because of energy and mineral extraction. These countries follow different paths of development. The PC16 are strictly successors to China as low wage, underdeveloped countries with opportunities to grow their manufacturing sectors dramatically.
  • When you look at map, much of this new activity is focused in the Indian Ocean Basin. The most interesting pattern is in the eastern edge of Sub-Saharan Africa: Tanzania, Kenya, Uganda and Ethiopia. Sri Lanka, Indonesia, Myanmar and Bangladesh are directly on the Indian Ocean.
  • A special word needs to be included on Mexico. The area north of Mexico City and south of the U.S. borderlands has been developing intensely in recent years. We normally would not include Mexico but the area in central-southern Mexico is large, populous and still relatively underdeveloped.
  • It is in this area, which includes the states of Campeche, Veracruz, Chiapas and Yucatan, where we see the type of low-end development that fits our criteria. Mexico's ability to develop its low-wage regions does not face the multitude of challenges China faces in doing the same with its interior.
  • All of this has to be placed in context. This is not the only growth process underway. It is most unlikely that all of these countries will succeed. They are not yet ready, with some exceptions, for advanced financial markets or quantitative modeling. They are entering into a process that has been underway in the world since the late 1700s: globalism and industrialism combined.
  • It can be an agonizing process and many have tried to stop it. They have failed not because of their respective ruling classes, which would have the most to lose. It doesn't take place because of multinational corporations. They come in later. It takes place because of profit-driven jobbers who know how to live with instability and corruption. It also takes place because of potential workers looking to escape their lives for what to them seems like a magnificent opportunity but for us seems unthinkable.
  • The parabola of economic development dictates that what has not yet risen will rise and eventually fall. The process unleashed in the Industrial Revolution does not seem to be stoppable. In our view, this is the next turning of the wheel.
  •  
    "China has become a metaphor. It represents a certain phase of economic development, which is driven by low wages, foreign appetite for investment and a chaotic and disorderly development, magnificent in scale but deeply flawed in many ways. Its magnificence spawned the flaws, and the flaws helped create the magnificence."
anonymous

StratFor Annual Forecast 2013 - 0 views

  • Generational shifts take time to play out and often begin with a period of denial as the forces of the international system struggle to preserve the old order. In 2013, that state of denial will persist in many areas. But we are more than four years into this cyclical transformation, and change is becoming more palpable and much harder to deny with every passing month.
  • In Europe, short-term remedies that are so far preserving the integrity of the European Union are also papering over the deep, structural ailments of the bloc.
  • China is not so much in denial of its current predicament as it is constrained in its ability to cope with a dramatic shift from high export-oriented growth to more sustainable development of its interior.
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  • The emerging economies of the post-China world will take time to develop, but 2013 will be an important year in determining which are best positioned to fill the growing void left by China.
  • Change will be primarily violent in nature -- and thus harder to miss -- in the Middle East.
  • The United States is also not immune to change. In this generational shift, and all the tumult that comes with it, Washington will be forced to learn the value of restraint in balance-of-power politics, preferring to lean on regional partners and encourage strategic competition as a way of preserving its own power.
  • The Arab world is moving uncomfortably between two eras. The post-World War II era, in which Arab dictatorships and monarchies supplanted colonial rule, is now roughly blending with -- or in some cases outright colliding with -- a fractured landscape of long-repressed Islamist forces.
  • This dynamic will be particularly visible in the northern Levant region this year as Syria and Lebanon continue coming apart. From Stratfor's perspective, the regime in Syria has already fallen and is giving way to a familiar state of warlordism, where militias and clan interests reign supreme. There is no longer a political entity capable of wielding control over the entirety of Syrian territory, nor will there be for some time.
  • once Syrian President Bashar al Assad is removed from power, whether through a negotiated deal or by force, the Sunni forces will fragment along ideological, ethnic and geographic lines, with Salafist-jihadist forces battling against a more politically minded Muslim Brotherhood and secular Sunnis.
  • As their grip over Aleppo slips, Alawite forces will try to hold Damascus while preparing a mass retreat to their coastal enclave. The battle for Damascus could extend beyond the scope of this forecast.
  • The potential use of chemical weapons by Alawite forces in a state of desperation could accelerate the unraveling of the region; a U.S.-led coalition would have to assemble in haste to contain the chemical weapons threat.
  • To be clear, the United States is not looking for a pretext to intervene militarily in Syria. On the contrary, the United States will make every effort possible to avoid another military campaign in the Islamic world this year.
  • A military conflict between the United States and Iran remains unlikely in 2013.
  • The growing disparity in the U.S. and Iranian negotiating positions will largely relegate Iran to the role of regional spoiler. So long as Iran can create pain for its regional adversaries, it can slow its own descent.
  • Iraq remains Iran's primary regional imperative, however. The momentum building among Sunni forces in Syria will eventually spill into Iraq and challenge Shiite dominance.
  • Iran's presidential elections in June will reveal the declining relevancy of the clerical elite and the populist faction embodied by outgoing President Mahmoud Ahmadinejad. This creates a political void for the Revolutionary Guard to fill. The Supreme Leader Ayatollah Ali Khamenei will try to check the Corps' growing influence by bolstering rival military and security agencies and backing a less controversial and more politically malleable ally from the pragmatic conservative camp for the presidency.
  • In Egypt, the military will adapt to an emerging Islamist political order. The military will remain the ultimate arbiter of the state and will rely on a number of factors -- including a fragmented judiciary, the military's economic leverage, a divided Islamist political landscape and the military's foreign relationships -- to check the Muslim Brotherhood.
  • Egypt's consuming political transition will leave opportunities for flare-ups in the Sinai Peninsula and in Gaza, but we do not expect a significant breach between Israel and Egypt this year.
  • Jordan, the oft-overlooked casualty of the Arab Spring, will continue to destabilize quietly and slowly in 2013
  • Israel and Turkey are both greatly affected by the shifting political dynamics of the Arab world, but both have little means to influence the change. The two former allies will continue exploring ways to restore a quiet working relationship under these new regional stresses, but a public restoration of diplomatic ties is less likely.
  • Israel will struggle internally over how to adapt to a new regional framework in which the reliability of old working partners is called into question.
  • Turkey sees an opportunity in the rise of Islamist forces in the Arab world but Ankara's limited influences restrain its actions beyond Turkish borders.
  • A more aggressive Saudi role in Syria will aggravate the civil war and create competition with other regional stakeholders, including Turkey, Qatar and Jordan.
  • In 2012, the European Union took numerous steps to mitigate the financial impact of its ongoing crisis.
  •  These actions, which helped to keep the eurozone afloat in 2012, will remain effective in 2013, making it very likely that the eurozone will survive another year. But these tools do not solve three fundamental aspects of the European crisis. 
  • First, the European crisis is fundamentally a crisis of competitiveness.
  • Second, the crisis has a political aspect. The European Union is not a federation but a collection of nation-states bound together by international treaties.
  • Third, the European crisis is threatening the social stability in some countries, especially in the eurozone's periphery.
  • In 2013, the two largest economies of the eurozone (Germany and France) will face low growth or even stagnation. This will have negative effects across Europe.
  • In 2013, the crisis will keep damaging economic conditions in the eurozone periphery. Greece, Spain, Portugal and Italy will see their economies shrink and unemployment rates rise. In all these countries, the social unrest will grow and the year will be marked by permanent protests and strikes. 
  • The conspicuous divide between the ruling elite and the populations of the periphery will be a key element in 2013, and some governments could fall. But even if opposition parties take power, they will face the same constraints as the governments that preceded them. In other words, a change in politicians will not bring a substantial change in policies regarding the European Union.
  • The only country in the eurozone periphery that has scheduled elections is Italy (in February). If the next Italian government fails to achieve political stability and apply economic reforms, the increased market pressure on Italy will make Rome more likely to require financial assistance from Brussels.
  • Because of the fundamental contradictions in the national interests and foreign policy strategies of the EU member states, the European crisis will continue generating political and economic divisions in the Continent in 2013.
  • Outside the eurozone, the United Kingdom will seek to protect its sovereignty and renegotiate its status within the European Union. But London will not leave the European Union in 2013.
  • Domestic Issues After the political tumult of 2012, Russia will face another year of anti-Kremlin protests, tensions among various political factions and ethnic groups, crackdowns and government reshuffles. Overall, the political tensions will remain manageable and will not pose a serious challenge to Moscow's control.
  • Russia has made significant progress recently in re-establishing influence in its former Soviet periphery.
  • Russia's relationship with Ukraine could be its most important connection in the former Soviet Union in 2013. Russia has been pursuing integration with Ukraine, primarily by taking over its natural gas transit infrastructure and calling on Kiev to join the Customs Union.
  • Georgia will be Russia's main concern in the Caucasus in 2013. With the political emergence of billionaire tycoon Bidzina Ivanishvili and his Georgian Dream movement, Russia's position in the country strengthened at the expense of the anti-Russian camp of Georgian President Mikhail Saakashvili.
  • In the past year, Russia has changed its tactics toward Europe to preserve its presence and leverage for the future. Russia's primary link to Europe is the Europeans' dependence on Russia's large energy supplies, which Moscow knows will be threatened when more non-Russian supplies become available.
  • In 2012, Russia began shifting away from its aggressive stance on energy -- particularly its high prices -- to strike long-term deals that will maintain Russia's market share with its primary strategic customers, such as Germany, Italy and Turkey. Russia will continue this strategy in 2013 as it continues to build new infrastructure to directly link its supplies to Europe.
  • The United States and Russia will continue sparring over trade matters, negotiations for a new nuclear arms treaty and Russia's role in Iran and Syria. Stratfor does not expect major changes from Washington or Moscow that would break the gridlock in negotiations on these issues.
  • The low-level violence and instability that occurred throughout Central Asia in 2012 will continue in 2013.
  • Three things will shape events in East Asia in 2013: Beijing's struggle to maintain social and political stability amid lower economic growth rates; China's accelerating military modernization and increasingly aggressive moves to secure its territorial and economic interests in the region; and varied efforts by other regional players, including the United States, to adapt to China's changes. 
  • In 2013, the Chinese economy will continue the gradual, painful process of moving away from high export-driven growth and toward a model that is more sustainable in the long run.
  • But barring another global financial meltdown on the scale of 2008-2009, China's coastal manufacturing economy will not collapse outright. The decline will be gradual.
  • The ongoing, gradual eclipse of coastal China as a hub of global manufacturing over the next several years will lead to higher unemployment and social dislocation as more of China's 250 million-strong migrant labor force returns inland in search of work. 
  • Shadow banking is by no means new in China. But it has grown significantly in the past few years from the geographically isolated informal loan markets of coastal cities to a complex network of semi-legal entities that provides between 12 and 30 trillion yuan (between $1.9 trillion and $4.8 trillion) in credit -- at interest rates of 20-36 percent -- to thousands of struggling small businesses nationwide.
  • The Party's growing sense of insecurity -- both internally and with regard to the social consequences of China's economic transition -- likely will be reflected in continued censorship of online social platforms like Weibo, crackdowns on religious or other groups perceived as threatening, and the Chinese military's growing assertiveness over China's interests in the South and East China seas and Southeast Asia.
  • The decline of low-end coastal manufacturing in China will present enormous opportunities for Southeast Asian countries like Indonesia, Vietnam, the Philippines and potentially Myanmar -- all of whom will continue to push strongly for foreign investment not only into natural resources and raw materials industries but also into developing better urban, transport, power generation and materials processing infrastructure.
  • Meanwhile, Vietnam and the Philippines -- China's most vocal opponents in Southeast Asia -- will continue to push for greater integration among members of the Association of Southeast Asian Nations and for U.S. business and military engagement in the region.
  • The Coming U.S. Withdrawal from Afghanistan Ahead of the 2014 drawdown of U.S. troops from Afghanistan, efforts will intensify to negotiate a settlement that gives the Taliban a place in a new government.
  • The negotiations will face numerous obstacles this year. There will be an upsurge in violence -- both in terms of officially sanctioned attacks designed to gain advantage on the negotiating table and spoiler attacks by Taliban elements allied with al Qaeda on both sides of the Afghan-Pakistani border.
  • Washington's intention to reduce its presence in the region will spur regional actors to fill the void. Pakistan will increase its interactions with Russia, Central Asia and Iran to prepare for a post-U.S. Afghanistan.
  • India will also turn its attention eastward, where the United States is quietly trying to forge a coalition of regional partners to keep a check on China in the Indo-Pacific basin. Myanmar in particular will be an active battleground for influence this year.
  • Preparing for a Post-Chavez Venezuela After a year of successful campaigning for re-election, Venezuelan President Hugo Chavez is in questionable health. Although the ultimate outcome of December's medical treatment for the ailing leader is unpredictable, Chavez's decision to name Vice President Nicolas Maduro as a political successor at the end of 2012 indicates that there is significant concern for his ability to remain in power.
  • Although it remains possible that Chavez will stay in power through the year, for Maduro to capitalize on Chavez's recent political gains, elections may need to be called sooner rather than later, regardless of Chavez's immediate health status.
  • Throughout 2013, Colombia will continue the incremental process of negotiating an end to the conflict with the Revolutionary Armed Forces of Colombia, known by its Spanish acronym FARC.
  • This will be a year of significant transition for Mexico. Policy issues that were bottled up by intra-party competition in the waning years of the National Action Party's administration have begun coming to the fore and will dominate 2013. These include socio-political issues like education, tax and pension reform.
  • The most important issue facing Mexico in 2013 will be energy policy.
  •  
    "At the beginning of 2012, we argued that the international system is undergoing a generational transformation -- the kind that occurs every 20 years or so. The cycle we are now in started in 2008-2009, when global financial contagion exposed the underlying weaknesses of Europe and eventually cracked China's export-oriented economic model. The Middle East then began to deviate from its post-World War II paradigm with an attempted resurgence by Iran, the regional rise of Islamists and the decline of age-old autocratic regimes in the Arab world."
anonymous

The Strategic Implications of Immigration Reform - 0 views

  • It would make it possible for illegal immigrants currently in the country to seek legal residency and eventually citizenship. Finally, and perhaps most important, the bill would shift the composition of the inflow of legal immigrants, increasing quotas for highly skilled individuals and constraining the number of visas available to people whose family members are U.S. citizens. 
  • The history of U.S. immigration policy is necessarily long and controversial. Not only is the United States the biggest economy in the world, it is also the largest recipient of immigrants.
  • Immigration law has been used to control the legal entry of people based on a wide range of factors.
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  • These include placing quotas on nationalities and forbidding the entry of polygamists and political extremists. At the same time, U.S. immigration law has been used to encourage the entry of people with specific skill sets.
  • In 1942 the United States negotiated an agreement with Mexico during an agricultural labor shortage. This agreement, known as the Bracero program, allowed millions of Mexican workers to enter the United States between the time the program was implemented and when it ended in 1964.
  • The program opened the door for significant Mexican migration based on family reunification. What appears to be a more contemporary version of that program -- a temporary worker permit specifically designed to integrate migrant agricultural workers -- was included in the bill introduced Wednesday.
  • Though each new wave of immigration brings with it political and social controversy, the United States' ability to integrate new populations gives it a distinct advantage over many other developed countries.
  • In the first place, Latin American immigrant populations tend to have higher fertility rates than the national average. This allows the United States to maintain a population large enough to drive the world’s largest economy -- in stark comparison with Europe, which is set to experience a notable aging and shrinking of its population.
  • Many students from around the world come to study in the United States, but legal restrictions prevent them from staying and working in the country. The proposed system appears designed to help keep more highly educated foreigners in the United States, a country that depends on technological innovation to create high-skilled, high-value jobs.
  • The generation and protection of intellectual property is a strategic national objective amid rising international competition, and if the proposed law successfully increases high-skilled labor immigration, it will contribute significantly to U.S. competitiveness
  • The Mexican government has long made it a priority to find a way to normalize immigrant status. It also has an interest in encouraging population flows that generate billions of dollars worth of remittances annually to Mexico.
  • The fact that immigration reform is attached to the new border security initiative will sweeten the deal for Mexico during negotiations with the United States.
  • For the United States, the big question now is about global competitiveness, and any reform to immigration will seek to address that question.
  •  
    "A bipartisan group of eight leading U.S. senators on Wednesday officially filed the most comprehensive immigration reform bill since 1990, opening the door for the United States to address an issue that will help to shape the country's economic and demographic future. The bill links the issue of border security with that of immigration and will require the U.S. Department of Homeland Security to significantly ramp up its monitoring of the U.S. border over the next 10 years."
anonymous

Polarization and Sustained Violence in Mexico's Cartel War - 0 views

  •  
    In this annual report on Mexico's drug cartels, we assess the most significant developments of 2011 and provide updated profiles of the country's powerful criminal cartels as well as a forecast for 2012. The report is a product of the coverage we maintain through our Mexico Security Memo, quarterly updates and other analyses we produce throughout the year.
anonymous

Mexico Ex-President Fox Calls for Drug Legalization - 0 views

  • The drug war has killed 28,000 people in Mexico since late 2006, when President Felipe Calderon entered office vowing to take on the cartels, according to data from the government intelligence agency, known as CISEN. That’s keeping tourists away and limiting foreign direct investment, Fox said.
  •  
    By Jonathan J. Levin and Jens Erik Gould at Bloomberg on August 9, 2010.
anonymous

U.S., Mexico: A Mission to Meet with Calderon - 0 views

  • The United States has allocated nearly half a billion dollars worth of counternarcotics aid for Mexico under the Merida Initiative, but the situation south of the border continues to deteriorate. While there has been an increase in cooperation between the two countries, there is still much room for improvement, and corruption and political issues (mostly on the Mexican side) still stand in the way.
  • Two of the people killed in Juarez were U.S. citizens employed at the consulate, some of the latest victims in the increasingly violent Mexican drug wars, which have killed more than 18,000 people since Calderon took office in 2006.
  • There is one way that the United States could avoid relying on Mexican communication networks — actually helping to conduct countercartel operations.
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  • So far, the possibility of allowing U.S. personnel to actually operate on the ground in Mexico has been completely out of the question. Mexican politicians and civilians alike reject the idea as a direct violation of Mexico’s sovereignty, and the Mexican government has refused to budge from this position. Nevertheless, embedding U.S. intelligence analysts and operatives in the Juarez intelligence center suggests there may be some room to maneuver on this issue.
anonymous

The Futility of European Elections - 0 views

  • The more elections are held, the more the public will force their leaders in various directions. More often than not, this direction will eschew austerity and Germany. Over time this will solidify into a new map. While this has yet to happen, the recent elections at the least are not solving Europe's problem. In fact, they may be further dividing the Continent. And there are many elections to go.
    • anonymous
       
      This all strikes me as more of that 'boring stuff' that we ignore which will probably snowball into a huge role in whatever formal conflict appears in the future.
  •  
    Europe and the financial markets watched intently June 17 as Greece held general elections. German Chancellor Angela Merkel, French President Francois Hollande and Italian Prime Minister Mario Monti all delayed their flights to the June 18 G-20 summit in Mexico to await the results.
anonymous

Elections Don't Matter, Institutions Do - 0 views

  • Well, of course that's true, they're only states, not countries, you might say. But the fact that my observation is a dull commonplace doesn't make it any less amazing.
  • as the late Harvard Professor Samuel P. Huntington once remarked, the genius of the American system lies less in its democracy per se than in its institutions. The federal and state system featuring 50 separate identities and bureaucracies, each with definitive land borders -- that nevertheless do not conflict with each other -- is unique in political history.
  • In fact, Huntington's observation can be expanded further: The genius of Western civilization in general is that of institutions. Sure, democracy is a basis for this; but democracy is, nevertheless, a separate factor. For enlightened dictatorships in Asia have built robust, meritocratic institutions whereas weak democracies in Africa have not.
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  • We take our running water and dependable electric current for granted, but those are amenities missing from many countries and regions because of the lack of competent institutions to manage such infrastructure.
  • Having a friend or a relative working in the IRS is not going to save you from paying taxes, but such a situation is a rarity elsewhere.
    • anonymous
       
      Not so much with law enforcement, though, where having a friend in the system is invaluable.
  • Of course, Americans may complain about poor rail service and deteriorating infrastructure and bureaucracies, especially in inner cities, but it is important to realize that we are, nevertheless, complaining on the basis of a very high standard relative to much of the developing world.
  • With all of their problems and challenges, the Baltic states, Poland, the Czech Republic, Slovakia and Hungary have not fared badly and in some cases have been rousing success stories.
  • The Balkans have been less fortunate, with bad government and unimpressive growth the fare in Romania since 1989, semi-chaos rearing its head in Albania and Bulgaria, and inter-ethnic war destroying the Yugoslav federation in the 1990s.
  • Russia, too, fits into this category. Its system of oligarchs is a telltale sign of weak institutions, since corruption merely indicates an alternative pathway to getting things done when laws and the state bureaucracies are inadequately developed.
  • The so-called Arab Spring failed because the Arab world was not like Central and Eastern Europe. It had low literacy, especially among women. It had little or no tradition of a modern bourgeois, despite commercial classes in some cities, and so no usable institutions to fall back upon once dictatorships crumbled.
  • Turkey and Iran, as real states with more successful urbanization and higher literacy rates, are in an intermediate category between southern Europe and the Arab world.
  • Obviously, even within the Arab world there are distinctions. Egyptian state institutions are a reality to a degree that those in Syria and Iraq are not. Egypt is governable, therefore, if momentarily by autocratic means, whereas Syria and Iraq seem not to be.
  • In many African countries, when taking a road out of the capital, very soon the state itself vanishes. The road becomes a vague dirt track, and the domains of tribes and warlords take over. This is a world where, because literacy and middle classes are minimal (albeit growing), institutions still barely exist.
  • Indeed, people lie to themselves and then lie to journalists and ambassadors. So don't listen to what people (especially elites) say; watch how they behave. Do they pay taxes? Where do they stash their money? Do they wait in line to get drivers' permits, and so forth? It is behavior, not rhetoric, that indicates the existence of institutions, or lack thereof.
  • Elections are easy to hold and indicate less than journalists and political scientists think. An election is a 24- or 48-hour affair, organized often with the help of foreign observers. But a well-oiled ministry must function 365 days a year.
  • Because institutions develop slowly and organically, even under the best of circumstances, their growth eludes journalists who are interested in dramatic events. Thus, media stories often provide a poor indication of the prospects of a particular country. The lesson for businesspeople and intelligence forecasters is: Track institutions, not personalities.
  •  
    "Many years ago, I visited Four Corners in the American Southwest. This is a small stone monument on a polished metal platform where four states meet. You can walk around the monument in the space of a few seconds and stand in four states: Arizona, New Mexico, Colorado and Utah. People lined up to do this and have their pictures taken by excited relatives. To walk around the monument is indeed a thrill, because each of these four states has a richly developed tradition and identity that gives these borders real meaning. And yet no passports or customs police are required to go from one state to the other."
anonymous

The Real David Petraeus Scandal - 0 views

  • It might behoove us, before we accept this nauseating spectacle as a permanent feature of life, to fill in as many of these blanks as possible. You can't do that in the dark.
  • At the risk of raising a question that is by custom excluded from discussion of American foreign policy: What if other nations behaved as we do? What if they started firing drones into countries that house people they'd rather were dead? Couldn't this get kind of out of control? Shouldn't the U.S. be at least thinking about trying to establish a global norm against this sort of thing (except, conceivably, under well-defined circumstances that have a clear basis in international law)?
    • anonymous
       
      Imagine if Mexico did this kind of thing (targeting in the U.S.) in their cartel war. We would go ape-shit.
  • But in many ways this president is no improvement over the last one, and Exhibit A is the acceleration of a far-flung drone-strike program that is shrouded in the secrecy of the CIA. The vision implicit in this program is of an America whose great calling is to lead the world into a future of chaos and lawlessness.
  •  
    "When, in the fall of 2011, David Petraeus moved from commanding the Afghanistan war effort to commanding the CIA, it was a disturbingly natural transition. I say "natural" because the CIA conducts drone strikes in the Afghanistan-Pakistan region and is involved in other military operations there, so Petraeus, in his new role, was continuing to fight the Afghanistan war. I say "disturbingly" because this overlap of Pentagon and CIA missions is the result of a creeping militarization of the CIA that may be undermining America's national security."
anonymous

Twelve facts about guns and mass shootings in the United States - 0 views

  • If roads were collapsing all across the United States, killing dozens of drivers, we would surely see that as a moment to talk about what we could do to keep roads from collapsing. If terrorists were detonating bombs in port after port, you can be sure Congress would be working to upgrade the nation’s security measures. If a plague was ripping through communities, public-health officials would be working feverishly to contain it. 
  • Only with gun violence do we respond to repeated tragedies by saying that mourning is acceptable but discussing how to prevent more tragedies is not.
  • “Since 1982, there have been at least 61 mass murders carried out with firearms across the country, with the killings unfolding in 30 states from Massachusetts to Hawaii,” they found. And in most cases, the killers had obtained their weapons legally:
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  • 15 of the 25 worst mass shootings in the last 50 years took place in the United States. Time has the full list here. In second place is Finland, with two entries.
  • Lots of guns don’t necessarily mean lots of shootings, as you can see in Israel and Switzerland.*
  • *Correction: The info is out-of-date, if not completely wrong. Israel and Switzerland have tightened their gun laws substantially, and now pursue an entirely different approach than the United States. More details here. I apologize for the error.
  • Of the 11 deadliest shootings in the US, five have happened from 2007 onward.
  • Kieran Healy, a sociologist at Duke University, made this graph of “deaths due to assault” in the United States and other developed countries. We are a clear outlier.
  • “The most striking features of the data are (1) how much more violent the U.S. is than other OECD countries (except possibly Estonia and Mexico, not shown here), and (2) the degree of change—and recently, decline—there has been in the U.S. time series considered by itself.”
  • In a subsequent post, Healy drilled further into the numbers and looked at deaths due to assault in different regions of the country. Just as the United States is a clear outlier in the international context, the South is a clear outlier in the national context:
  • “For all the attention given to America’s culture of guns, ownership of firearms is at or near all-time lows,” writes political scientist Patrick Egan. The decline is most evident on the General Social Survey, though it also shows up on polling from Gallup, as you can see on this graph:
  • The Harvard Injury Control Research Center assessed the literature on guns and homicide and found that there’s substantial evidence that indicates more guns means more murders. This holds true whether you’re looking at different countries or different states. Citations here.
  • Higher populations, more stress, more immigrants, and more mental illness were not correlated with more deaths from gun violence. But one thing he found was, perhaps, perfectly predictable: States with tighter gun control laws appear to have fewer gun-related deaths. The disclaimer here is that correlation is not causation. But correlations can be suggestive:
  • Since 1990, Gallup has been asking Americans whether they think gun control laws should be stricter. The answer, increasingly, is that they don’t. “The percentage in favor of making the laws governing the sale of firearms ‘more strict’ fell from 78% in 1990 to 62% in 1995, and 51% in 2007,” reports Gallup. “In the most recent reading, Gallup in 2010 found 44% in favor of stricter laws. In fact, in 2009 and again last year, the slight majority said gun laws should either remain the same or be made less strict.”
  • An August CNN/ORC poll asked respondents whether they favor or oppose a number of specific policies to restrict gun ownership. And when you drill down to that level, many policies, including banning the manufacture and possession of semi-automatic rifles, are popular.
  • Shootings don’t tend to substantially affect views on gun control. That, at least, is what the Pew Research Center found:
  •  
    "When we first collected much of this data, it was after the Aurora, Colo. shootings, and the air was thick with calls to avoid "politicizing" the tragedy. That is code, essentially, for "don't talk about reforming our gun control laws." Let's be clear: That is a form of politicization. When political actors construct a political argument that threatens political consequences if other political actors pursue a certain political outcome, that is, almost by definition, a politicization of the issue. It's just a form of politicization favoring those who prefer the status quo to stricter gun control laws."
anonymous

The First Latin American Pope - 0 views

  • The selection of Bergoglio, who took the name Francis, was a surprise due to his nationality and because he was not discussed as a top candidate by the media in the weeks since the resignation of Pope Benedict XVI. 

  • Because of its Spanish and Portuguese colonial history, Latin America has the highest number of Catholics in the world. An estimated 483 million Catholics live in Latin American countries -- 200 million more than in Europe. Moreover, some 50 million Hispanics live in the United States, most of whom are Catholic.


  • In addition, the markedly different birth rates in Europe and in Latin America make it likely that the gap in Catholic populations will continue to widen in the coming decades.
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  • Catholicism in Latin America is under threat by the expansion of evangelical churches and various Afro-Latin American creeds. Still, the selection of a Latin American pope confirms that the church has ceased to be a preeminently European institution and is seeking to strengthen its influence outside the Continent.
  • Another surprise is the new pope's religious background. Francis is a Jesuit -- a member of one of the most reform-minded and outspoken orders of the Catholic Church.
  • The Jesuits have been characterized by two elements: their deep educational efforts -- the order founded thousands of schools and universities around the world -- and their active participation in politics.
  • Because of the latter trait, the Society of Jesus often clashed with the European monarchies, to the point that the order was temporarily suppressed in the late 18th century. 
  • A core feature of liberation theology is outspoken criticism of social injustice in Latin America, a position that has led many priests to criticize governments in the region -- a large number of which have been dictatorships.
  • Though he has criticized liberation theology, Bergoglio has also been a constant critic of social inequalities in his native Argentina. This stance has led the Argentine church to clash on numerous occasions with the governments of former President Nestor Kirchner and his wife, President Cristina Fernandez de Kirchner.
  • In keeping with the philosophy of his namesake, St. Francis of Assisi, Francis will likely be very vocal in denouncing inequalities. His choice of name was highly symbolic and undoubtedly intentional.
  • As criticism of austerity measures grows in Europe, the new pope will likely align with the demands of the peripheral governments. 
  • One of the biggest issues in Latin America where the Church could have real influence is violence. Some gangs in Mexico and Central America are actively religious, and the church could play a unique role in denouncing their violent tactics.
  • Benedict XVI's relatively short tenure marked a transitional period for the Catholic Church after the death of Pope John Paul II in 2005 -- arguably the most geopolitically significant pope in modern history because of his prominent role in the collapse of communism in Central and Eastern Europe.
  • For his part, Francis faces the challenge of leading a church that is still physically and politically present around the world but the influence of which has been significantly diminished over the past century.
  •  
    "The appointment of Argentine Cardinal Jorge Mario Bergoglio as the new pope could indicate a change in strategy for the Roman Catholic Church. After a conclave that lasted just two days, the Vatican elected the first non-European pope in more than 13 centuries. The selection of Bergoglio, who took the name Francis, was a surprise due to his nationality and because he was not discussed as a top candidate by the media in the weeks since the resignation of Pope Benedict XVI."
anonymous

The Cuban Spy Network in the U.S. Government - 0 views

  • Velazquez, a former attorney adviser at the U.S. Department of Transportation and a legal officer at the U.S. Agency for International Development, fled the United States for Sweden in 2002 and was indicted in 2004.
  • Velazquez apparently selected Sweden because the country considers espionage to be a political offense, therefore it is not covered under its extradition treaty with the United States.
  • Though the Velazquez indictment is several years old, it provides a detailed and fascinating account of Cuban espionage activity inside the United States. It also raises some significant implications about the daunting challenges facing American counterintelligence agencies.
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  • The U.S. government alleges that Velazquez was first recruited by the Cuban intelligence service in 1983 while a student at Johns Hopkins. She reportedly traveled from Washington to Mexico City where she met with a Cuban intelligence officer and was formally recruited as an agent. During her studies at Johns Hopkins, the government claims that Velazquez served as a spotter agent who helped the Cuban intelligence service identify, assess and recruit people who occupied sensitive national security positions or who had the potential to move into such positions in the future.
  • During the early 1980s, a left-wing movement developed in many American universities. The movement opposed Reagan's Central American policies, such as opposition to the Sandinistas, support for the Contra rebels and support of the regimes in El Salvador and Guatemala.
  • The indictment alleges that in the fall of 1984, while Montes was working as a clerk at the Department of Justice, Velazquez took her to New York to meet a friend who Velazquez said could provide Montes an opportunity to help the Nicaraguan people.
  • The friend was an intelligence officer assigned to the Cuban mission to the United Nations. The women again traveled to New York together in early 1985 and met the Cuban intelligence officer a second time. He arranged for the two women to secretly travel together to Cuba via Spain.
  • In March of 1985, Velazquez and Montes traveled to Madrid, Spain, where they were met by a Cuban intelligence officer, who provided them with false passports and other documents. They then used these documents to travel to Prague in what was then Czechoslovakia. Once in Prague they were met by another Cuban intelligence officer who provided them with yet another set of false documents, as well as new sets of clothing. The Cuban officer they met in Prague then traveled with the women to Havana.
  • Upon returning to Washington, Montes applied for a job at the Defense Intelligence Agency using Velazquez as a character reference. She was hired by the Defense Intelligence Agency as an analyst in September 1985. Montes would excel at the agency and eventually became the Defense Intelligence Agency's most senior Cuba analyst. She served at that agency until the FBI arrested her in September 2001.
  • Montes pleaded guilty to conspiracy to commit espionage charges in March 2002 and is currently serving a 25-year sentence.
  • The Velazquez case, when studied in conjunction with those of Montes and Walter and Gwendolyn Myers, provides a fascinating window into the scope and nature of Cuban intelligence efforts inside the United States.
  • With Velazquez at the U.S. Agency for International Development, Montes at the Defense Intelligence Agency and Myers in the State Department's Bureau of Intelligence and Research, the Cubans had incredible coverage of the American government's foreign policy and intelligence community. Even after Montes was arrested and Velazquez fled to Sweden, Myers remained at the State Department until his retirement in 2007.
  • The fact that there were three high-profile Cuban agents who penetrated the U.S. government and who were all associated with the School of Advanced International Studies would seem to be an incredible coincidence.
  • The FBI is probably still looking for potential agents who Myers could have spotted for recruitment when they studied there from 2007 to 2009.
  • MICE stands for money, ideology, compromise and ego.
  • Traditionally, money has proved to be the top motivation for Americans arrested for espionage, but as seen in the Velazquez, Montes and Myers cases, the Cubans were very successful in recruiting American agents using ideology.
  • In addition to the Cuban preference for ideologically motivated agents, this case also shows that the Cuban intelligence service is very patient and is willing to wait years for the agents it recruits to move into sensitive positions within the U.S. government rather than just focus on immediate results.
  • It is also clear that Cuban espionage efforts against the United States did not end with the Cold War and continue to this day.   
  • Perhaps the most disturbing revelation from the Velazquez case for American counterintelligence officials, though, is the fact that Velazquez was not caught due to some operational mistake or intelligence coup.
  • The only reason she was discovered is because of Montes' arrest and confession, which uncovered her activities.
  • This means that her espionage tradecraft was solid for the nearly 18 years that she worked as a Cuban agent within the U.S. government. Furthermore, the background investigations conducted for the security clearances she held with the Department of Transportation and the Agency for International Development did not pick up on her anti-American sentiments -- even the "full field" investigation that would have been conducted prior to her being granted a Top Secret clearance.  
  • It is not surprising that the background investigations failed to uncover Velazquez's espionage activities. Background investigations often are seen as mundane tasks, and thus are not given high priority -- especially when there are so many other "real" cases to investigate.
  • these investigations are most often done by contract investigators whose bureaucratic bosses emphasize speed over substance, meaning important leads are often ignored because of a case deadline.
  • In fact, contractors who do attempt to dig deep are sometimes accused of trying to milk the system in an effort to acquire more points (the basis upon which contract investigators are paid) by running additional leads and interviewing additional people.
  • Quite frankly, when it comes to background investigations, the prevalent attitude is to do the minimum work necessary to check off the prerequisite boxes and get the investigation over as quickly -- and as superficially -- as possible.
  • Background investigations have become perfunctory bureaucratic processes that lack the ability to uncover the type of information required to catch a spy who does not want to be caught.  
  • the polygraph that Velazquez and Montes received during their first trip to Cuba underscores the limitation of polygraph examinations -– they only work really well on honest people.
  • If a small, poor nation like Cuba can successfully recruit so many agents and place them in critical positions within the U.S. government for so long, what does this portend about the efforts and successes of larger or richer countries with aggressive intelligence agencies like China, Russia, Israel and India?
  •  
    "On April 25, the U.S. government announced that it was unsealing an indictment charging Marta Rita Velazquez with conspiracy to commit espionage on behalf of the Cuban government. Velazquez, a former attorney adviser at the U.S. Department of Transportation and a legal officer at the U.S. Agency for International Development, fled the United States for Sweden in 2002 and was indicted in 2004. Velazquez apparently selected Sweden because the country considers espionage to be a political offense, therefore it is not covered under its extradition treaty with the United States. She and her husband also lived in Sweden from 1998 to 2000, so the country was familiar to them."
anonymous

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

  • 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.
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  • 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.
  •  
    "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

The American Public's Indifference to Foreign Affairs - 0 views

  • At different times, lesser events have transfixed Americans. This week, Americans seemed to be indifferent to all of them. This may be part of a cycle that shapes American interest in public affairs.
  • The United States was founded as a place where private affairs were intended to supersede public life.
  • Public service was intended less as a profession than as a burden to be assumed as a matter of duty -- hence the word "service."
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  • In many European countries, the state is at the center of many of the activities that shape private life, but that is less true in the United States.
  • The American public is often most active in public affairs when resisting the state's attempts to increase its presence, as we saw with health care reform. When such matters appear settled, Americans tend to focus their energy on their private lives, pleasures and pains. 
  • Of course, there are times when Americans are aroused not only to public affairs but also to foreign affairs. That is shaped by the degree to which these events are seen as affecting Americans' own lives.
  • There is nothing particularly American in this. People everywhere care more about things that affect them than things that don't.
  • People in European or Middle Eastern countries, where another country is just a two-hour drive away, are going to be more aware of foreign affairs. Still, they will be most concerned about the things that affect them.
  • The United States' geography, obviously, shapes American thinking about the world. The European Peninsula is crowded with peoples and nation-states. In a matter of hours you can find yourself in a country with a different language and religion and a history of recent war with your own. Americans can travel thousands of miles using their own language, experiencing the same culture and rarely a memory of war. Northwestern Europe is packed with countries. The northeastern United States is packed with states.
  • Passing from the Netherlands to Germany is a linguistic, cultural change with historical memories. Traveling from Connecticut to New York is not.
  • American interest is cyclical, heavily influenced by whether they are affected by what goes on. After 9/11, what happened in the Islamic world mattered a great deal. But even then, it went in cycles.
  • It's not that Americans are disinterested in foreign affairs, it's that their interest is finely calibrated. The issues must matter to Americans, so most issues must carry with them a potential threat.
  • The outcome must be uncertain, and the issues must have a sufficient degree of clarity so that they can be understood and dealt with. Americans may turn out to have been wrong about these things in the long run, but at the time, an issue must fit these criteria
  • Context is everything. During times of oil shortage, events in Venezuela might well have interested Americans much more than they did last week. During the Cold War, the left-wing government in Venezuela might have concerned Americans. But advancements in technology have increased oil and natural gas production in the United States. A left-wing government in Venezuela is simply another odd Latin government, and the events of last week are not worth worrying about. The context renders Venezuela a Venezuelan problem.
  • It is not that Americans are disengaged from the world, but rather that the world appears disengaged from them. At the heart of the matter is geography.
  • The American reality is that most important issues, aside from Canada and Mexico, take place across the ocean, and the ocean reasonably is seen as a barrier that renders these events part of a faraway realm.
  • During the Cold War, Americans had a different mindset. They saw themselves in an existential struggle for survival with the communists.
  • One thing that the end of the Cold War and the subsequent 20 years taught the United States was that the world mattered -- a mindset that was as habitual as it was reflective of new realities.
  • Starting in the late 1980s, the United States sent troops to Panama, Somalia, Bosnia, Kosovo and Kuwait. The American public was engaged in all of these for a variety of reasons, some of them good, some bad. Whatever the reasoning, there was a sense of clarity that demanded that something be done.
  • After 9/11, the conviction that something be done turned into an obsession. But over the past 10 years, Americans' sense of clarity has become much more murky, and their appetite for involvement has declined accordingly.
  • More recently, the standards for justifying either type of intervention have become more exacting to policymakers. Syria was not a matter of indifference, but the situation lacked the clarity that justified intervention.
  • The United States seemed poised to intervene and then declined. The American public saw it as avoiding another overseas entanglement with an outcome that could not be shaped by American power.
  • We see the same thing in Ukraine. The United States cannot abide a single power like Russia dominating Eurasia. That would create a power that could challenge the United States. There were times that the Ukrainian crisis would have immediately piqued American interest. While some elements of the U.S. government, particularly in the State Department, did get deeply involved, the American public remained generally indifferent.
  • From a geopolitical point of view, the future of Ukraine as European or Russian helps shape the future of Eurasia. But from the standpoint of the American public, the future is far off and susceptible to interference.
  • (Americans have heard of many things that could have become a major threat -- a few did, most didn't.)
  • This is disconcerting from the standpoint of those who live outside the United States. They experienced the United States through the Cold War, the Clinton years and the post-9/11 era. The United States was deeply involved in everything. The world got used to that.
  • I spoke to a foreign diplomat who insisted the United States was weakening. I tried to explain that it is not weakness that dictates disengagement but indifference. He couldn't accept the idea that the United States has entered a period in which it really doesn't care what happens to his country.
  • The diplomat had lived in a time when everything mattered and all problems required an American position. American indifference is the most startling thing in the world for him.
  • This was the position of American isolationists of the early 20th century.
  • The isolationist period was followed, of course, by the war and the willingness of the United States to "pay any price, bear any burden, meet any hardship, support any friend, oppose any foe, in order to assure the survival and the success of liberty," in the words of John F. Kennedy. Until very recently, that sweeping statement was emblematic of U.S. foreign policy since 1941.
  • The current public indifference to foreign policy reflects that shift. But Washington's emerging foreign policy is not the systematic foreign policy of the pre-World War II period. It is an instrumental position, which can adapt to new circumstances and will likely be changed not over the course of decades but over the course of years or months.
  • The sense that private life matters more than public is intense, and that means that Americans are concerned with things that are deemed frivolous by foreigners, academics and others who make their living in public and foreign policy.
  • They care about some things, but are not prepared to care about all things.
  • Whether this sentiment is good or bad is debatable. To me, it is simply becoming a fact to be borne in mind. I would argue that it is a luxury, albeit a temporary one, conferred on Americans by geography.
  • Americans might not be interested in the world, but the world is interested in Americans. Until this luxury comes to an end, the United States has ample assistant secretaries to give the impression that it cares.
  •  
    "Last week, several events took place that were important to their respective regions and potentially to the world. Russian government officials suggested turning Ukraine into a federation, following weeks of renewed demonstrations in Kiev. The Venezuelan government was confronted with violent and deadly protests. Kazakhstan experienced a financial crisis that could have destabilized the economies of Central Asia. Russia and Egypt inked a significant arms deal. Right-wing groups in Europe continued their political gains. "
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