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anonymous

Special Report: Espionage with Chinese Characteristics - 0 views

  • China’s covert intelligence capability seems vast mainly because of the country’s huge population and the historic Chinese diaspora that has spread worldwide. Traditionally focused inward, China as an emerging power is determined to compete with more established powers by aiming its intelligence operations at a more global audience. China is driven most of all by the fact that it has abundant resources and a lot of catching up to do.
  • Together, these cases exemplify the three main Chinese intelligence-gathering methods, which often overlap. One is “human-wave” or “mosaic” collection, which involves assigning or dispatching thousands of assets to gather a massive amount of available information. Another is recruiting and periodically debriefing Chinese-born residents of other countries in order to gather a deeper level of intelligence on more specific subjects. The third method is patiently cultivating foreign assets of influence for long-term leverage, insight and espionage.
  • To Western eyes, China’s whole approach to intelligence gathering may seem unsophisticated and risk-averse, particularly when you consider the bureaucratic inefficiencies inherent in the Communist Party of China’s (CPC) administrative structure. But it is an approach that takes a long and wide view, and it is more effective than it may seem at first glance.
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  • China’s first intelligence advocate was military theorist Sun Tzu who, in his sixth century B.C. classic The Art of War, emphasized the importance of gathering timely and accurate intelligence in order to win battles.
  • Since the time of Sun Tzu, perhaps the most successful Chinese spy has been the legendary Larry Wu-Tai Chin (Jin Wudai), an American national of Chinese descent who began his career as a U.S. Army translator and was later recruited by the MSS while working in a liaison office in Fuzhou, China, during the Korean War.
  • Chin had the same handler for 30 years, which means both agent and case officer had a high level of experience and the ability to keep all knowledge of the operation within narrow channels of the MSS. And the Chinese government never acted on Chin’s intelligence in a way that would reveal his existence.
  • (click here to enlarge image) Today, China’s intelligence bureaucracy is just that — a vast array of intelligence agencies, military departments, police bureaus, party organs, research institutions and media outlets.
anonymous

The United States, Europe and Bretton Woods II - 0 views

  • The conventional wisdom is that Bretton Woods crafted the modern international economic architecture, lashing the trading and currency systems to the gold standard to achieve global stability.
  • The origin of Bretton Woods lies in the Great Depression.
  • Economically, World War II was a godsend. The military effort generated demand for goods and labor. The goods part is pretty straightforward, but the labor issue is what really allowed the global economy to turn the corner.
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  • The war removed tens of millions of men from the labor force, shipping them off to — economically speaking — nonproductive endeavors.
  • Policymakers of the time realized that the prosecution of the war had suspended the depression, but few were confident that the war had actually ended the conditions that made the depression possible.
  • When all was said and done, the delegates agreed to a system of exchangeable currencies and broadly open rules of trade. The system would be based on the gold standard to prevent currency fluctuations, and a pair of institutions — what would become known as the International Monetary Fund (IMF) and the World Bank — would serve as guardians of the system’s financial and fiduciary particulars.
  • In fact, we are still using Bretton Woods, and while nothing that has been discussed to this point is wrong exactly, it is only part of the story.
  • Think back to July 1944. The Normandy invasion was in its first month. The United Kingdom served as the staging ground, but with London exhausted, its military commitment to the operation was modest.
  • The shape of the Cold War was already beginning to unfold. Between the United States and the Soviet Union, the rest of the modern world — namely, Europe — was going to either experience Soviet occupation or become a U.S. protectorate.
  • The Continental states — and even the United Kingdom — were not simply economically spent and indebted but were, to be perfectly blunt, destitute.
  • This was not World War I, where most of the fighting had occurred along a single series of trenches. This was blitzkrieg and saturation bombings, which left the Continent in ruins, and there was almost nothing left from which to rebuild.
  • For the United States, the issue was one of seizing a historic opportunity.
  • The United States entered World War II late and the war did not occur on U.S. soil. So — uniquely among all the world’s major powers of the day — U.S. infrastructure and industrial capacity would emerge from the war larger (far, far larger) than when it entered.
  • The United States had to have not just the participation of the Western Europeans in holding back the Soviet tide, it needed the Europeans to defer to American political and military demands — and to do so willingly. Considering the desperation and destitution of the Europeans, and the unprecedented and unparalleled U.S. economic strength, economic carrots were the obvious way to go.
  • Put another way, Bretton Woods was part of a broader American effort to extend the wartime alliance — sans the Soviets — beyond Germany’s surrender.
  • The United States would allow Europe near tariff-free access to its markets, and turn a blind eye to Europe’s own tariffs so long as they did not become too egregious — something that at least in part flew in the face of the Great Depression’s lessons.
  • The “free world” alliance would not consist of a series of equal states. Instead, it would consist of the United States and everyone else.
  • When loans to fund Western Europe’s redevelopment failed to stimulate growth, those loans became grants, aka the Marshall Plan.
  • And fast-forwarding to when the world went off of the gold standard and Bretton Woods supposedly died, gold was actually replaced by the U.S. dollar. Far from dying, the political/military understanding that underpinned Bretton Woods had only become more entrenched.
  • For many of the states that will be attending what is already being dubbed Bretton Woods II, having this American centrality as such a key pillar of the system is the core of the problem.
  • a crisis in the U.S. economy becomes global.
  • The U.S. economy remains the largest, and dysfunctions there affect the world. That is the reality of the international system, and that is ultimately what the French call for a new Bretton Woods is about.
  • Relying on a currency that is not in the hands of a sovereign taxing power, but dependent on the political will of (so far) 15 countries with very different interests, does not make for a reliable reserve currency.
  • The French in particular look at the current crisis as the result of a failure in the U.S. regulatory system.
  • The Bretton Woods institutions — specifically the IMF, which is supposed to serve the role of financial lighthouse and crisis manager — proved irrelevant to the problems the world is currently passing through.
  • Fundamentally, the Europeans are not simply hoping to modernize Bretton Woods, but instead to Europeanize the American financial markets. This is ultimately not a financial question, but a political one.
  • Far more important, any international system that oversees aspects of American finance would, by definition, not be under full American control, but under some sort of quasi-Brussels-like organization. And no American president is going to engage gleefully on that sort of topic.
  •  
    An article about this misunderstood institution. From StratFor back on October 20, 2008.
anonymous

The Netanyahu-Obama Meeting in Strategic Context - 0 views

  • The polemics in this case are not the point. The issue is more fundamental: namely, the degree to which U.S. and Israeli relations converge and diverge. This is not a matter of friendship but, as in all things geopolitical, of national interest. It is difficult to discuss U.S. and Israeli interests objectively, as the relationship is clouded with endless rhetoric and simplistic formulations. It is thus difficult to know where to start, but two points of entry into this controversy come to mind.
  • The first is the idea that anti-Americanism in the Middle East has its roots in U.S. support for Israel, a point made by those in the United States and abroad who want the United States to distance itself from Israel. The second is that the United States has a special strategic relationship with Israel and a mutual dependency. Both statements have elements of truth, but neither is simply true — and both require much more substantial analysis. In analyzing them, we begin the process of trying to disentangle national interests from rhetoric.
  • Arab anti-Americanism predates significant U.S. support for Israel.
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  • the United States was not actively involved in supporting Israel prior to 1967, yet anti-Americanism in the Arab world was rampant. The Arabs might have blamed the United States for Israel, but there was little empirical basis for this claim.
    • anonymous
       
      This is important for anyone pointing at American policy toward Isreal and claiming a causal relationship.
  • American grand strategy has always been derived from British grand strategy. The United States seeks to maintain regional balances of power in order to avoid the emergence of larger powers that can threaten U.S. interests.
  • Note that the United States is interested in maintaining the balance of power. This means that the U.S. interest is in a stable set of relations, with no one power becoming excessively powerful and therefore unmanageable by the United States.
  • The United States, given its overwhelming challenges, is neither interested in Israel’s desire to reshape its region, nor can it tolerate any more risk deriving from Israel’s actions. However small the risks might be, the United States is maxed out on risk.
  • Therefore, Israel’s interests and that of the United States diverge. Israel sees an opportunity; the United States sees more risk.
  • It may not be the most persuasive threat, but the fact is that Israel cannot afford any threat from the United States, such as an end to the intense U.S.-Israeli bilateral relationship. While this relationship might not be essential to Israel at the moment, it is one of the foundations of Israeli grand strategy in the long run. Just as the United States cannot afford any more instability in the region at the moment, so Israel cannot afford any threat, however remote, to its relationship with the United States.
  • What is clear in all this is that the statement that Israel and the United States are strategic partners is not untrue, it is just vastly more complicated than it appears.
  • Israel has an interest in housing in East Jerusalem. The United States does not. This frames the conversation between Netanyahu and Obama. The rest is rhetoric.
anonymous

Libya: Signs of an Army-led Ouster in the Works | STRATFOR - 0 views

  • Based on allegations that Gadhafi ordered the Libyan air forces to bomb civilian opposition targets, many high-level Libyan defectors, including Libyan Ambassador to the United States Ali Suleiman Aujali, have been calling on the UNSC to declare a no-fly zone over Libya and for the United States to enforce the zone.
  • Ultimately, without a strong regime at the helm, the loyalties of Libya’s army officers are more likely to fall to their respective tribes. At that point, the potential for civil war increases considerably.
  • the Libyan situation cannot be viewed as a replication of the crisis management employed by the military in Egypt.
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    "STRATFOR has picked up on a number of signs that an army-led faction in Libya is attempting to oust Libyan leader Moammar Gadhafi and install a new Revolutionary Command Council made up of public and military figures to administer the country. Unlike the situation in Egypt, a military intervention in Libya has a much lower chance of success."
anonymous

Iraq and Syria Follow Lebanon's Precedent - 0 views

  • For nearly 100 years, Sykes-Picot defined the region. A strong case can be made that the nation-states Sykes-Picot created are now defunct, and that what is occurring in Syria and Iraq represents the emergence of those post-British/French maps that the United States has been trying to maintain since the collapse of Franco-British power.
  • Sykes-Picot, named for French diplomat Francois Georges-Picot and his British counterpart, Sir Mark Sykes, did two things.
  • First, it created a British-dominated Iraq.
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  • Second, it divided the Ottoman province of Syria on a line from the Mediterranean Sea east through Mount Hermon.
  • The British named the area to the west of the Jordan River after the Ottoman administrative district of Filistina, which turned into Palestine on the English tongue.
  • The British had promised postwar power to both. It gave the victorious Sauds the right to rule Arabia -- hence Saudi Arabia. The other tribe, the Hashemites, had already been given the newly invented Iraqi monarchy and, outside of Arabia
  • And thus, along with Syria, five entities were created between the Mediterranean and Tigris, and between Turkey and the new nation of Saudi Arabia.
  • The most important interest, the oil in Iraq and the Arabian Peninsula, was protected from the upheaval in their periphery as Turkey and Persia were undergoing upheaval. This gave the Europeans what they wanted.
  • What it did not do was create a framework that made a great deal of sense of the Arabs living in this region.
  • The Europeans used the concept of the nation-state to express divisions between "us" and "them." To the Arabs, this was an alien framework, which to this day still competes with religious and tribal identities.
  • It was Lebanon that came apart first. Lebanon was a pure invention carved out of Syria. As long as the Christians for whom Paris created Lebanon remained the dominant group, it worked, although the Christians themselves were divided into warring clans.
  • Lebanon's issues were not confined to Lebanon. The line dividing Lebanon from Syria was an arbitrary boundary drawn by the French.
  • From the outside it appeared to be strictly a religious war, but that was an incomplete view. It was a competition among clans for money, security, revenge and power. And religion played a role, but alliances crossed religious lines frequently.
  • The complexity of Lebanon goes far beyond this description, and the external meddling from Israel, Syria, Iran and the United States is even more complicated.
  • The point is that the clans became the reality of Lebanon, and the Lebanese government became irrelevant.
  • But in the end, the state existed at the forbearance of the clans. The map may show a nation, but it is really a country of microscopic clans engaged in a microscopic geopolitical struggle for security and power.
  • A similar process has taken place in Syria. The arbitrary nation-state has become a region of competing clans.
  • Something very similar happened in Iraq. As the Americans departed, the government that was created was dominated by Shia, who were fragmented. To a great degree, the government excluded the Sunnis, who saw themselves in danger of marginalization. The Sunnis consisted of various tribes and clans (some containing Shiites) and politico-religious movements like the Islamic State. They rose up in alliance and have now left Baghdad floundering, the Iraqi army seeking balance and the Kurds scrambling to secure their territory.
  • It is a three-way war, but in some ways it is a three-way war with more than 20 clans involved in temporary alliances.
  • the most likely outcome is what happened in Lebanon: the permanent power of the sub-national groups, with perhaps some agreement later on that creates a state in which power stays with the smaller groups, because that is where loyalty lies.
  • The boundary between Lebanon and Syria was always uncertain. The border between Syria and Iraq is now equally uncertain. But then these borders were never native to the region. The Europeans imposed them for European reasons.
  • Therefore, the idea of maintaining a united Iraq misses the point. There was never a united Iraq -- only the illusion of one created by invented kings and self-appointed dictators. The war does not have to continue, but as in Lebanon, it will take the exhaustion of the clans and factions to negotiate an end.
  • The idea that Shia, Sunnis and Kurds can live together is not a fantasy. The fantasy is that the United States has the power or interest to re-create a Franco-British invention crafted out of the debris of the Ottoman Empire.
  • There are two issues here.
  • The first is how far the disintegration of nation-states will go in the Arab world.
  • But the second issue is what regional powers will do about this process.
  • All of this aside, the point is that it is time to stop thinking about stabilizing Syria and Iraq and start thinking of a new dynamic outside of the artificial states that no longer function.
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    "Lebanon was created out of the Sykes-Picot Agreement. This agreement between Britain and France reshaped the collapsed Ottoman Empire south of Turkey into the states we know today -- Lebanon, Syria and Iraq, and to some extent the Arabian Peninsula as well. For nearly 100 years, Sykes-Picot defined the region. A strong case can be made that the nation-states Sykes-Picot created are now defunct, and that what is occurring in Syria and Iraq represents the emergence of those post-British/French maps that the United States has been trying to maintain since the collapse of Franco-British power."
anonymous

Considering a Succession Plan in Russia - 0 views

  • Putin has worked since 2000 to consolidate Russia's government and political system under his leadership. Decisions regarding policy and strategy have for the most part been made by Putin himself, even as the country's networks of power circles and politicians have manifested themselves in various ways.
  • Over the past 13 years, Putin has shifted between the opposing camps as he has seen fit to strengthen and stabilize the country.
  • at the end of 2011 and the beginning of 2012, the consolidation of Russia faced social and political challenges with United Russia losing credibility in contentious elections, the rise of anti-Kremlin protestors and the fracturing of Kremlin clans into a string of conflicting groups.
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  • The Kremlin was forced to start an accelerated political restructuring in 2012 -- one entailing a countrywide effort to devise programs to plan for Russia's future.
  • The Kremlin launched a major domestic anti-corruption campaign that began targeting the government in an attempt to curb behavior that has had a long-term decaying effect on the country.
  • Russians believe good health to be an important aspect of one's ability to lead, and Putin's back trouble caused many in the Kremlin to panic. The Russian media and the Russian people had never seen Putin falter due to ill health. This was in stark contrast to his predecessor, former President Boris Yeltsin, who was plagued with health issues that negatively impacted his ability to run the country.
  • Though Russia has a formal electoral process to choose its leaders, in reality Putin makes the choices regarding leadership.
  • due to the intricate workings of the internal power circles -- and especially because Medvedev is a reformist, not a security hawk -- Medvedev was quickly deemed irrelevant, and Putin remained in power as premier.
  • Putin is not just a president; he is the ultimate arbitrator of Russia's factions and sectors. Before Putin could find a successor capable of assuming that role, he had to break down the existing power structure and create a new system through which a successor could rise.
  • Since the end of 2012, a new system – coined the Politburo 2.0 by widely followed Kremlin analyst Yevgeni Minchenko – has broken down much of the previous clan system and created an inner Kremlin circle of nine men, with Putin as its overall leader. This is not a formal system, like the Cabinet of Ministers, which implements Putin’s vision. It is rather a way to balance the most powerful decision-makers in the country, each with connections and power bases in politics, energy, finance and the military. Outside of the Politburo 2.0 are political circles from which Politburo members may draw support.
  • With a newer, though untested, system in place, the concept of succession is now being considered, and a vice presidency is seen as one possible solution.
  • The concept of a vice presidency that would lead into a successor role is fraught with peril for Putin's new Politburo 2.0. There has never been a formalized second-in-command position under Putin for which various power groups could vie.
  • Creating such a position will most likely lead to vicious competition between the power circles, as well as attempts to discredit the person who becomes vice president.
  • There is also a danger to Putin himself: Previous attempts to install a vice president have led to moves to overthrow the president.
  • The first attempt took place in 1990, during the last years of the Soviet Union, when Gennady Yanayev held the office under former President Mikhail Gorbachev. Yanayev turned on Gorbachev in 1991, taking part in the coup that at first made Yanayev acting president of the Soviet Union. This was before he was arrested and replaced by Yeltsin. Under Yeltsin, Alexander Rustokoi held the role of vice president from 1991-1993. He eventually attempted to overthrow Yeltsin in 1993 during two weeks of mass violence across Moscow ending with Rustokoi’s arrest.
  • With so many dangers related to creating a vice presidency, and with the new Politburo 2.0 still untested, it may be too early for the implementation of a new succession system in the Kremlin.
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    "Advisers to Russian President Vladimir Putin on Monday submitted proposals concerning a possible restoration of the office of vice president, a move that could create part of a succession plan for a post-Putin Russia."
anonymous

Recognizing the End of the Chinese Economic Miracle - 0 views

  • A crisis can exist before it is recognized.
  • The admission that a crisis exists is a critical moment, because this is when most others start to change their behavior in reaction to the crisis.
  • First, The New York Times columnist and Nobel Prize-recipient Paul Krugman penned a piece titled "Hitting China's Wall." He wrote, "The signs are now unmistakable: China is in big trouble.
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  • Later in the week, Ben Levisohn authored a column in Barron's called "Smoke Signals from China." He wrote, "In the classic disaster flick 'The Towering Inferno' partygoers ignored a fire in a storage room because they assumed it has been contained. Are investors making the same mistake with China?"
  • Meanwhile, Goldman Sachs -- where in November 2001 Jim O'Neil coined the term BRICs and forecast that China might surpass the United States economically by 2028 -- cut its forecast of Chinese growth to 7.4 percent. 
  • The New York Times, Barron's and Goldman Sachs are all both a seismograph of the conventional wisdom and the creators of the conventional wisdom. Therefore, when all three announce within a few weeks that China's economic condition ranges from disappointing to verging on a crash, it transforms the way people think of China.
  • Now the conversation is moving from forecasts of how quickly China will overtake the United States to considerations of what the consequences of a Chinese crash would be. 
  • Suddenly finding Stratfor amid the conventional wisdom regarding China does feel odd, I must admit. Having first noted the underlying contradictions in China's economic growth years ago, when most viewed China as the miracle Japan wasn't, and having been scorned for not understanding the shift in global power underway, it is gratifying to now have a lot of company.
  • One of the things masking China's weakening has been Chinese statistics, which Krugman referred to as "even more fictional than most."
  • China is a vast country in territory and population. Gathering information on how it is doing would be a daunting task, even were China inclined to do so. Instead, China understands that in the West, there is an assumption that government statistics bear at least a limited relationship to truth. Beijing accordingly uses its numbers to shape perceptions inside and outside China of how it is doing.
  • The Chinese release their annual gross domestic product numbers in the third week of January (and only revise them the following year). They can't possibly know how they did that fast, and they don't. But they do know what they want the world to believe about their growth, and the world has believed them -- hence, the fantastic tales of economic growth. 
  • China in fact has had an extraordinary period of growth. The last 30 years have been remarkable, marred only by the fact that the Chinese started at such a low point due to the policies of the Maoist period.
  • Growth at first was relatively easy; it was hard for China to do worse. But make no mistake: China surged. Still, basing economic performance on consumption, Krugman notes that China is barely larger economically than Japan. Given the compounding effects of China's guesses at GDP, we would guess it remains behind Japan, but how can you tell? We can say without a doubt that China's economy has grown dramatically in the past 30 years but that it is no longer growing nearly as quickly as it once did.
  • China's growth surge was built on a very unglamorous fact: Chinese wages were far below Western wages, and therefore the Chinese were able to produce a certain class of products at lower cost than possible in the West.
  • China had another essential policy: Beijing was terrified of unemployment and the social consequences that flow from it. This was a rational fear, but one that contradicted China's main strength, its wage advantage.
  • Growing the economy is possible, but not growing profitability. Eventually, the economy will be dragged down by its inefficiency. 
  • As businesses become inefficient, production costs rise. And that leads to inflation. As money is lent to keep inefficient businesses going, inflation increases even more markedly. The increase in inefficiency is compounded by the growth of the money supply prompted by aggressive lending to keep the economy going. As this persisted over many years, the inefficiencies built into the Chinese economy have become staggering. 
  • The second thing to bear in mind is the overwhelming poverty of China, where 900 million people have an annual per capita income around the same level as Guatemala, Georgia, Indonesia or Mongolia ($3,000-$3,500 a year), while around 500 million of those have an annual per capita income around the same level as India, Nicaragua, Ghana, Uzbekistan or Nigeria ($1,500-$1,700).
  • China's overall per capita GDP is around the same level as the Dominican Republic, Serbia, Thailand or Jamaica.
  • Stimulating an economy where more than a billion people live in deep poverty is impossible. Economic stimulus makes sense when products can be sold to the public.
  • The Chinese have maintained a strategy of depending on exports without taking into account the operation of the business cycle in the West, which means that periodic and substantial contractions of demand will occur. China's industrial plant is geared to Western demand. When Western demand contracted, the result was the mess you see now.
  • The Chinese can prevent the kind of crash that struck East Asia in 1997. Their currency isn't convertible, so there can't be a run on it. They continue to have a command economy; they are still communist, after all. But they cannot avoid the consequences of their economic reality, and the longer they put off the day of reckoning, the harder it will become to recover from it.
  • The Chinese are not going to completely collapse economically any more than the Japanese or South Koreans did. What will happen is that China will behave differently than before. With no choices that don't frighten them, the Chinese will focus on containing the social and political fallout, both by trying to target benefits to politically sensitive groups and by using their excellent security apparatus to suppress and deter unrest.
  • The Chinese economic performance will degrade, but crisis will be avoided and political interests protected. Since much of China never benefited from the boom, there is a massive force that has felt marginalized and victimized by coastal elites. That is not a bad foundation for the Communist Party to rely on.
  • The Chinese are, of course, keeping a great deal of money in U.S. government instruments and other markets. Contrary to fears, that money will not be withdrawn. The Chinese problem isn't a lack of capital, and repatriating that money would simply increase inflation.
  • Had the Chinese been able to put that money to good use, it would have never been invested in the United States in the first place.
    • anonymous
       
      I'm having a hard time following all the econ stuff, but I understand this to mean that the U.S. is 'old reliable': Not an investment of last resort, but an investment to run to when you don't have a sure thing.
  • Rather than the feared repatriation of funds, the United States will continue to be the target of major Chinese cash inflows.
  • In a world where Europe is still reeling, only the United States is both secure and large enough to contain Chinese appetites for safety. Just as Japanese investment in the 1990s represented capital flight rather than a healthy investment appetite, so the behavior we have seen from Chinese investors in recent years is capital flight:
  • money searching for secure havens regardless of return. This money has underpinned American markets; it is not going away, and in fact more is on the way. 
  • The major shift in the international order will be the decline of China's role in the region. China's ability to project military power in Asia has been substantially overestimated.
  • Its naval capacity is still limited compared with the United States. The idea that it will compensate for internal economic problems by genuine (as opposed to rhetorical) military action is therefore unlikely.
  • In our view, the most important shift will be the re-emergence of Japan as the dominant economic and political power in East Asia in a slow process neither will really want.
  • China will continue to be a major power, and it will continue to matter a great deal economically. Being troubled is not the same as ceasing to exist. China will always exist. It will, however, no longer be the low-wage, high-growth center of the world. Like Japan before it, it will play a different role.
  •  
    "Major shifts underway in the Chinese economy that Stratfor has forecast and discussed for years have now drawn the attention of the mainstream media. Many have asked when China would find itself in an economic crisis, to which we have answered that China has been there for awhile -- something not widely recognized outside China, and particularly not in the United States."
anonymous

The Geopolitics of Turkey: Searching for More - 0 views

  • STRATFOR begins its assessment of Turkey at the Sea of Marmara because, until the Turks secured it — most famously and decisively in May 1453 with the capture of Constantinople — they were simply one of many groups fighting for control of the region.
  • This consolidation took more than 150 years, but with it, the Turks transformed themselves from simply another wave of Asian immigrants into something more — a culture that could be a world power.
  • Modern Turkey, with its Asiatic and Anatolian emphasis, is an aberration. “Turkey” was not originally a mountain country, and the highlands of Anatolia were among the last lands settled by the Turks, not the first.
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  • the Turkish core is the same territory as the core of the Byzantine Empire that preceded it, namely, the lands surrounding the Sea of Marmara.
  • Such lowlands ease the penetration of peoples and ideas while allowing a central government to spread its writ with ease. One result is political unity; rivers radically reduce the cost of transport, encouraging trade and thus wealth.
  • In terms of political unity and agricultural production, the region’s maritime climate smoothes out its semiarid nature.
  • It may not be a large, unified, well-watered plain — split as it is by the sea — but the land is sufficiently useful that it is certainly the next best thing.
  • In terms of trade and the capital formation that comes from it, by some measures the Sea of Marmara is even better than a navigable river.
  • First, Turkey is highly resistant to opposing sea powers.
  • Second, the geographic pinches on the sea ensure that Marmara is virtually a Turkish lake — and one with a lengthy shoreline.
  • As a result, the core of Turkey is both capital-rich and physically secure.
  • The final dominant feature of the Turkish core region is that, while it is centered around the Sea of Marmara, the entire region is an important tradeway.
  • It is a blessing in that the trade that flows via the land route absolutely must travel through Turkey’s core
  • As with all isthmuses, however, the land funnels down to a narrow point, allowing large hostile land forces to concentrate their strength on the core territory and to bring it to bear against one half of the core
  • Establish a blocking position in Anatolia. Expand up the Danube to Vienna. Develop a political and economic system to integrate the conquered peoples. Seize and garrison Crimea. Establish naval facilities throughout the eastern Mediterranean.
  • if the Turks turned inward, that would restrict trade between Asia and Europe, virtually inviting a major power to dislodge the plug.
  • Establish a Blocking Position in Anatolia
  • the Turks had little interest in grabbing all of Anatolia early in their development; the cost simply outweighs the benefits. But they do need to ensure that natives of Anatolia are not able to raid the core and that any empire farther afield cannot use the Anatolian land bridge to reach Marmara.
  • A secure block on Anatolia starkly limits the ability of Asian powers to bring war to Turkey, which can use the entire peninsula — even if not under Turkish control — as a buffer and be free to focus on richer pastures within Europe.
  • Expand up the Danube to Vienna
  • First, at only 350 kilometers (220 miles) away from the Marmara, it is the closest major river valley of note.
  • Second, there are no rival naval powers on the Black Sea.
  • Third, the Danube is a remarkable prize. It is the longest river in the region by far and is navigable all the way to southern Germany; ample tracts of arable land line its banks.
  • There are also four natural defensive points
  • The first lies in modern-day Bulgaria.
  • The second point is where the Black Sea nearly meets the Carpathians
  • The third point lies in the Danube Valley itself, on the river where modern-day Serbia, Romania and Bulgaria meet.
  • The final — and most critical — defensive point is the city of Vienna, located at a similar gap between the Carpathians and the Alps.
  • The problem is getting to Vienna.
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    "StratFor begins its assessment of Turkey at the Sea of Marmara because, until the Turks secured it - most famously and decisively in May 1453 with the capture of Constantinople - they were simply one of many groups fighting for control of the region." August 2, 2010.
anonymous

The Geopolitics of France: Maintaining Its Influence in a Changing Europe - 0 views

  • Mountain ranges inhibit trade and armies alike while peninsulas and islands limit the ability of larger powers to intimidate or conquer smaller ones. Because of such features, it isn’t as much of a surprise that Europe has never united under a single government as it is that anyone has ever tried.
  • two other geographic features that push Europe together
  • The first is the North European Plain
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  • Northern Europe is home to the densest concentration of wealth in the world
  • The second feature — the Mediterranean Sea — plays a similar role to the continent’s south
  • Mix the geographic features that inhibit unification with the features that facilitate trade and communication and Europe becomes a very rich, very violent place.
  • three places on the Continent where this pattern of fragmentation does not hold
  • The first are the Seine and Loire river valleys
  • The second and third places where the fragmentation pattern does not hold are the Garonne and Rhone river valleys
  • The one thing these three geographic exceptions have in common is that they all have long resided in the political entity known as France.
  • France is nearly always engaged but is only rarely ascendant.
  • Mountain chains, rivers and seas therefore enclose France at all points save for one: the North European Plain.
  • Internally, aside from the Massif Central in the southeast, France is a country of relatively low-lying terrain with occasional hills.
  • The Beauce region is therefore the French core.
  • Paris is also close enough to the Atlantic — connected by the Seine — to benefit from oceanic trade routes but far enough away to be insulated somewhat from a direct naval invasion.
  • In comparison with its continental neighbors, France has almost always been at an economic advantage because of its geography.
  • Phase I: Centralization (843-1453)
  • The Beauce region of France has always been the core of the French state because of its fertile land and strategic location on the North European Plain.
  • Early France faced two problems, both rooted in geography.
  • The first dealt with the plains.
  • The solution to this military reality was feudalism.
  • French, one of the Langue d’oil, did not become the official tongue until the 1500s, and linguistic unification was not completed until the 1800s.
  • England considered continental France their playpen for much of the Middle Ages. In fact, the Norman leaders of England did not distinguish much between their French and English possessions
  • As in the conflict with the Muslims, it was a technological innovation that forced France’s political system to evolve, and this time the shift was toward centralization rather than decentralization.
  • The combination of the political disasters of the feudal period and the success of consolidation in the battles with the English served as the formative period of the French psyche.
  • Phase II: The Hapsburg Challenge and Balance of Power (1506-1700)
  • Europe’s Hapsburg era was a dangerous time for the French.
  • In three major wars — the War of the Spanish Succession (1701-1714), the War of the Austrian Succession (1740-1748) and the Seven Years’ War (1754-1763, against Britain in North America) — France expended great financial resources in efforts to dominate one region or another, only to emerge at each war’s end with little to show for its efforts.
  • Phase III: Nationalism and the Rise of Germany (1789-1945)
  • two equally damning results
  • First, the depleted treasury led to a general breakdown in internal order, contributing to the French Revolution of 1789.
  • Second, Paris’ distraction with England and Spain led it to miss the emergence of Prussia as a serious European power that began to first rival and ultimately superseded Hapsburg Austria for leadership among the cacophony of German kingdoms.
  • One of the many unintended side effects of the French Revolution was the concept of nationalism,
  • From nationalism grew the nation-state, a political entity that harnesses all people sharing a similar ethnicity into a single governing unit.
  • The result was the one near-unipolar moment in European history.
  • Not only was France the only state to have embraced the concept of nationalism, but it also grafted the concept onto an already centralized system, allowing French power to pour forth across Europe and North Africa.
  • From 1803 to 1815, France nearly overwhelmed the rest of Europe before a coalition of nearly every major and minor power on the Continent combined forces to defeat her.
  • The lesson was a simple one, again rooted in geography. Even when France is united and whole, even when she is not under siege, even when her foes are internally distracted and off balance, even when she is led by one of the greatest organizational and military minds in human history, even when she holds the advantage of nationalism — she still lacks the resources and manpower to rule Europe.
  • But most of all the advantage of nationalism spread. Over the next few decades the political innovation of the nation-state spread throughout Europe and in time became a global phenomenon.
  • The culmination of this dichotomy was the events of May-June 1940, when the French military crumbled in less than six weeks. The defeat was by no means solely the result of geopolitical forces, but it sprang from the fundamental imbalance of power between France and a unified Germany.
  • Phase IV: Managing Germany
  • as France is concerned, however, STRATFOR views the entire post-World War II era as a single chapter in French history that has yet to come to a conclusion. In this phase, France is attempting to find a means to live with Germany, a task greatly complicated by recent shifts in the global political geography.
  • And far from being exposed and vulnerable, France found itself facing the most congenial constellation of forces in its history.
  • The stated gains of the EEC/EU have always been economic and political, but the deeper truth is that the European project has always been about French geopolitical fear and ambition.
  • Eventually the Cold War ended, and the Soviet collapse was perceived very differently in France. While most of the free world celebrated, the French fretted.
  • the Soviet collapse led to the reunification of Germany — and that was a top-tier issue.
  • Twenty years on, Germany cannot abandon the European Union without triggering massive internal economic dislocations because of the economic evolutions Maastricht has wrought.
  • that leaves the French with two long-term concerns.
  • First, the cage breaks, Germany goes its own way and attempts to remake Europe to suit its purposes.
  • Second, the cage holds, but it constrains France more than Germany.
  • Geopolitical Imperatives
  • Secure a Larger Hinterland
  • France is the only country on the North European Plain that has an option for expansion into useful territories beyond its core without directly clashing with another major power.
  • Always Look East
  • Being situated at the western end of the North European Plain makes France the only country on the plain that has only one land approach to defend against.
  • Maintain Influence in Regions Beyond Western Europe
  • Unlike the United Kingdom, whose expansion into empire was a natural step in its evolution as a naval power, France’s overseas empire was almost wholly artificial.
  • These colonial assets served one more critical role for Paris: They were disposable.
  • Louisiana was sold for loose change in order to fund the Napoleonic wars, while Algeria was ultimately abandoned — despite being home to some 1 million ethnic French — so that Charles de Gaulle could focus attention on more important matters at home and in the rest of Europe.
  • Be Flexible
  • Geopolitics is not ideological or personal, although few countries have the discipline to understand that.
  •  
    "France is bound by the Alps in the southeast and the Pyrenees in the southwest, the Mediterranean Sea in the south and the Atlantic in both the west and north. In the east, France is bound by the river Rhine and the low mountains of the Ardennes, Vosges and Jura." At StratFor on September 13, 2010.
anonymous

Turkey's Kurdish Strategy - 0 views

  • The Kurdistan Workers’ Party (PKK), a Kurdish militant group operating in Turkey, denied having any connection with a Sept. 16 explosion on a minibus near the city of Hakkari on Turkey’s border with Iran and Iraq.
  •  
    "Turkey's ruling Justice and Development Party (AKP) is in talks with Kurdish militant group the Kurdistan Workers' Party (PKK) and its patron, Iraq's Kurdistan Regional Government, to ensure that violence does not erupt after the scheduled Sept. 20 expiration of the PKK's unilaterally declared cease-fire. The AKP appears to be gaining ground on that front, as Iraqi Kurdish support for a recent Turkish referendum indicates. However, a Sept. 16 attack on a Turkish civilian minibus is a reminder of the spoiler potential attached to Turkey's Kurdish strategy." At StratFor on September 17, 2010.
anonymous

Pakistan and the U.S. Exit From Afghanistan - 1 views

  • But while the military’s top generals and senior civilian leadership are responsible for providing the president with sound, clearheaded advice on all military matters including the highest levels of grand strategy, they are ultimately responsible for the pursuit of military objectives to which the commander-in-chief directs them.
    • anonymous
       
      Which is why I scratch my head when I read or hear (as I did at a recent family function) "Obama is just leaving because of political reasons." Of course he - I mean *we* are - we got into it for political reasons and we'll leave that way. At its core, war is political. I'm amazed at how ridiculously basic a concept that is, and yet its lacking from many person-to-person narratives.
  • The strategy of the guerrilla is to make the option to withdraw more attractive. In order to do this, his strategic goal is simply to survive and fight on whatever level he can. His patience is built into who he is and what he is fighting for. The occupier’s patience is calculated against the cost of the occupation and its opportunity costs, thus, while troops are committed in this country, what is happening elsewhere?
    • anonymous
       
      See also: The rise of conventional powers during this decade-long overmagnification on one region.
  • The occupation force will always win engagements, but that is never the measure of victory. If the guerrillas operate by doctrine, defeats in unplanned engagements will not undermine their basic goal of survival.
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  • While the occupier is not winning decisively, even while suffering only some casualties, he is losing. While the guerrilla is not losing decisively, even if suffering significant casualties, he is winning.
  • There has long been a myth about the unwillingness of Americans to absorb casualties for very long in guerrilla wars. In reality, the United States fought in Vietnam for at least seven years (depending on when you count the start and stop) and has now fought in Afghanistan for nine years. The idea that Americans can’t endure the long war has no empirical basis.
    • anonymous
       
      This is another one of those fascinating bits of conventional wisdom that's completely wrong. Another is the idea that Afghanistan is the *graveyard of empires*. Both these misconceptions feed our basic need for explanatory stories, but they do so at the expense of realistic observation.
  • Far more relevant than casualties to whether Americans continue a war is the question of the conflict’s strategic importance, for which the president is ultimately responsible.
  • Washington’s primary goal at the initiation of the conflict was to destroy or disrupt al Qaeda in Afghanistan to protect the U.S. homeland from follow-on attacks to 9/11.
  • STRATFOR has long held that Islamist-fueled transnational terrorism does not represent a strategic, existential threat to the United States. While acts of transnational terrorism target civilians, they are not attacks — have not been and are not evolving into attacks — that endanger the territorial integrity of the United States or the way of life of the American people.
  • They are dangerous and must be defended against, but transnational terrorism is and remains a tactical problem that for nearly a decade has been treated as if it were the pre-eminent strategic threat to the United States.
    • anonymous
       
      Initial criticisms of the GWOT is that you can't have a "war" on a method. I believe that criticism still stands. It's certainly an untenable basis for conducing national security.
  • disrupting and degrading it — to say nothing of destroying it — can no longer be achieved by waging a war in Afghanistan.
  • The strategic problem is that simply terminating the war after nine years would destabilize the Islamic world.
  • The political problem is domestic. Obama’s approval rating now stands at 42 percent. This is not unprecedented, but it means he is politically weak. One of the charges against him, fair or not, is that he is inherently anti-war by background and so not fully committed to the war effort.
    • anonymous
       
      To which I respond: Presidents are not the same as partisan constituents. They may enter office with one perspective, but the reality of the damnedable profession changes you. Being "anti-war" is a sort of childlike triviality once you've had to manage the unweildy apparatus of the state.
  • The American solution, one that we suspect is already under way, is the Pakistanization of the war. By this, we do not mean extending the war into Pakistan but rather extending Pakistan into Afghanistan.
  • In the past, the United States has endeavored to keep the Taliban in Afghanistan and the regime in Pakistan separate.
  • The Pakistani relationship to the Taliban, which was a liability for the United States in the past, now becomes an advantage for Washington because it creates a trusted channel for meaningful communication with the Taliban.
  • The United States isn’t going to defeat the Taliban. The original goal of the war is irrelevant, and the current goal is rather difficult to take seriously. Even a victory, whatever that would look like, would make little difference in the fight against transnational jihad, but a defeat could harm U.S. interests.
  • Therefore, the United States needs a withdrawal that is not a defeat.
  • Bob Woodward has released another book, this one on the debate over Afghanistan strategy in the Obama administration.
  •  
    "Bob Woodward has released another book, this one on the debate over Afghanistan strategy in the Obama administration. As all his books do, the book has riveted Washington. It reveals that intense debate occurred over what course to take, that the president sought alternative strategies and that compromises were reached. But while knowing the details of these things is interesting, what would have been shocking is if they hadn't taken place." By George Friedman at StratFor on September 28, 2010.
anonymous

The West Bank Attack and Israel's Negotiating Strategy - 0 views

  • As the Tuesday attack illustrated, Abbas cannot control the Palestinian militant landscape whether he wants to or not. In other words, if Israel and the United States are really seeking peace with the Palestinians, they need to open a dialogue with Hamas.
  • The Palestinian territories are split geographically and politically between Hamas and Fatah, with no leader, political faction or militant group able to speak on behalf of the territories as a whole. Neither Israel nor the United States is blind to this reality.
  • The more interesting question in our mind is what is compelling Israel to oblige with the U.S. wish for peace talks. Israel and the United States have been on rough footing since Obama took office, mainly due to Netanyahu’s failed attempt to pressure Washington into aligning with Israeli policy toward the Palestinians and Iran early on in the Obama presidency.
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  • The cost on Tuesday was four Israeli lives, but on the strategic level, Hamas gave Israel exactly what it was seeking in the lead-up to Thursday’s peace talks: the status quo.
  •  
    "Israeli Prime Minister Benjamin Netanyahu arrived in Washington on Tuesday for peace talks to be held on Thursday with Palestinian President Mahmoud Abbas. Just three hours prior to his arrival, Palestinian gunmen opened fire on a car at the entrance of the Jewish settlement Kiryat Arba near the West Bank city of Hebron. Four Israelis - two men and two women (one of whom was pregnant) - were killed in the attack." At StratFor on September 1, 2010.
anonymous

9/11 and the 9-Year War - 0 views

  • It has now been nine years since al Qaeda attacked the United States. It has been nine years in which the primary focus of the United States has been on the Islamic world.
  • Any American not frightened on Sept. 12 was not in touch with reality. Many who are now claiming that the United States overreacted are forgetting their own sense of panic. We are all calm and collected nine years after.
  • At the root of all of this was a profound lack of understanding of al Qaeda, particularly its capabilities and intentions. Since we did not know what was possible, our only prudent course was to prepare for the worst. That is what the Bush administration did.
    • anonymous
       
      This is another example of the American tradition of underestimating your opponents and then suddenly overestimating them once caught off guard.
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  • Al Qaeda learned from Soviet, Saudi, Pakistani and American intelligence during the Soviet occupation of Afghanistan and knew how to launch attacks without tipping off the target. The greatest failure of American intelligence was not the lack of a clear warning about 9/11 but the lack, on Sept. 12, of a clear picture of al Qaeda’s global structure, capabilities, weaknesses and intentions.
  • American policy became ready, fire, aim.
  • In looking back at the past nine years, two conclusions can be drawn: There were no more large-scale attacks on the United States by militant Islamists, and the United States was left with the legacy of responses that took place in the first two years after 9/11.
  • Even in hindsight, aligning U.S. actions with the apparent outcome is difficult and controversial. But still we know two things: It has been nine years since Sept. 11, 2001, and the war goes on.
  • an act of terrorism was allowed to redefine U.S. grand strategy.
  • the United States proceeded with a strategy whose goal, like that of the United Kingdom, was to nip potential regional hegemons in the bud. The U.S. war with Iraq in 1990-91 and the war with Serbia/Yugoslavia in 1999 were examples of this strategy.
  • The most significant effect of 9/11 was that it knocked the United States off its strategy. Rather than adapting its standing global strategy to better address the counterterrorism issue, the United States became obsessed with a single region, the area between the Mediterranean and the Hindu Kush.
  • as a long-term U.S. strategy — the long war that the U.S. Department of Defense is preparing for — it leaves the rest of the world uncovered.
  • The single most important result of 9/11 was that it shifted the United States from a global stance to a regional one, allowing other powers to take advantage of this focus to create significant potential challenges to the United States.
  • The fact that Afghanistan was the base from which the attacks were launched does not mean that al Qaeda depends on Afghanistan to launch attacks.
  • But let me state a more radical thesis: The threat of terrorism cannot become the singular focus of the United States. Let me push it further: The United States cannot subordinate its grand strategy to simply fighting terrorism even if there will be occasional terrorist attacks on the United States. Three thousand people died in the 9/11 attack. That is a tragedy, but in a nation of over 300 million, 3,000 deaths cannot be permitted to define the totality of national strategy.
    • anonymous
       
      Play the numbers again and you find that far more Americans died that year of far more mundane reasons. But this is never considered as one factor among many when tempers are flaring.
  • The issue there is not whether the United States can or can’t win, however that is defined. The issue is whether it is worth the effort considering what is going on in the rest of the world.
  •  
    "In order to understand the last nine years you must understand the first 24 hours of the war - and recall your own feelings in those 24 hours. First, the attack was a shock, its audaciousness frightening. Second, we did not know what was coming next. The attack had destroyed the right to complacent assumptions. Were there other cells standing by in the United States? Did they have capabilities even more substantial than what they showed on Sept. 11? Could they be detected and stopped? Any American not frightened on Sept. 12 was not in touch with reality. Many who are now claiming that the United States overreacted are forgetting their own sense of panic. We are all calm and collected nine years after." By George Friedman at StratFor on September 8, 2010.
anonymous

U.S. Midterm Elections, Obama and Iran - 0 views

  • Obama now has two options in terms of domestic strategy.
  • The first is to continue to press his agenda, knowing that it will be voted down.
  • The second option is to abandon his agenda, cooperate with the Republicans and re-establish his image as a centrist.
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  • Obama also has a third option, which is to shift his focus from domestic policy to foreign policy.
  • There are two problems with Obama becoming a foreign policy president.
  • The first is that the country is focused on the economy and on domestic issues.
  • The second problem is that his presidency and campaign have been based on the general principle of accommodation rather than confrontation in foreign affairs
  • There are many actions that would satisfy Obama’s accomodationist inclinations, but those would not serve well in portraying him as decisive in foreign policy.
  • This leaves the obvious choice: Iran.
  • So far, Obama’s policy toward Iran has been to incrementally increase sanctions by building a weak coalition and allow the sanctions to create shifts in Iran’s domestic political situation. The idea is to weaken President Mahmoud Ahmadinejad and strengthen his enemies, who are assumed to be more moderate and less inclined to pursue nuclear weapons. Obama has avoided overt military action against Iran, so a confrontation with Iran would require a deliberate shift in the U.S. stance, which would require a justification.
  • The most obvious justification would be to claim that Iran is about to construct a nuclear device. Whether or not this is true would be immaterial.
  • First, no one would be in a position to challenge the claim, and, second, Obama’s credibility in making the assertion would be much greater than George W. Bush’s, given that Obama does not have the 2003 weapons-of-mass-destruction debacle to deal with and has the advantage of not having made such a claim before.
  • Defining what it means to almost possess nuclear weapons is nearly a metaphysical discussion. It requires merely a shift in definitions and assumptions. This is cynical scenario, but it can be aligned with reasonable concerns.
  • As STRATFOR has argued in the past, destroying Iran’s nuclear capability does not involve a one-day raid, nor is Iran without the ability to retaliate. Its nuclear facilities are in a number of places and Iran has had years to harden those facilities. Destroying the facilities might take an extended air campaign and might even require the use of special operations units to verify battle damage and complete the mission. In addition, military action against Iran’s naval forces would be needed to protect the oil routes through the Persian Gulf from small boat swarms and mines, anti-ship missile launchers would have to be attacked and Iranian air force and air defenses taken out. This would not solve the problem of the rest of Iran’s conventional forces, which would represent a threat to the region, so these forces would have to be attacked and reduced as well.
  • An attack on Iran would not be an invasion, nor would it be a short war. Like Yugoslavia in 1999, it would be an extended air war lasting an unknown number of months.
  • It would be a war based on American strengths in aerial warfare and technology, not on American weaknesses in counterinsurgency.
  • It would strengthen the Iranian regime (as aerial bombing usually does) by rallying the Iranian public to its side against the aggression. If the campaign were successful, the Iranian regime would be stronger politically, at least for a while, but eviscerated militarily.
  • A campaign against Iran would have its risks.
  • Iran could launch a terrorist campaign and attempt to close the Strait of Hormuz
  • We have argued that a negotiation with Iran in the order of President Richard Nixon’s reversal on China would be a lower-risk solution to the nuclear problem than the military option. But for Obama, this is politically difficult to do. Had Bush done this, he would have had the ideological credentials to deal with Iran, as Nixon had the ideological credentials to deal with China. But Obama does not. Negotiating an agreement with Iran in the wake of an electoral rout would open the floodgates to condemnation of Obama as an appeaser. In losing power, he loses the option for negotiation unless he is content to be a one-term president.
  • I am arguing the following.
  • First, Obama will be paralyzed on domestic policies by this election. He can craft a re-election campaign blaming the Republicans for gridlock.
  • The other option for Obama is to look for triumph in foreign policy where he has a weak hand.
  • I am not claiming that Obama will decide to do this based on politics, although no U.S. president has ever engaged in foreign involvement without political considerations, nor should he. I am saying that, at this moment in history, given the domestic gridlock that appears to be in the offing, a shift to a foreign policy emphasis makes sense, Obama needs to be seen as an effective commander in chief and Iran is the logical target.
  • This is not a prediction. Obama does not share his thoughts with me. It is merely speculation on the options Obama will have after the midterm elections, not what he will choose to do.
  •  
    "We are a week away from the 2010 U.S. midterm elections. The outcome is already locked in. Whether the Republicans take the House or the Senate is close to immaterial. It is almost certain that the dynamics of American domestic politics will change. The Democrats will lose their ability to impose cloture in the Senate and thereby shut off debate. Whether they lose the House or not, the Democrats will lose the ability to pass legislation at the will of the House Democratic leadership. The large majority held by the Democrats will be gone, and party discipline will not be strong enough (it never is) to prevent some defections. " By George Friedman at StratFor on October 26, 2010.
anonymous

Geithner's Speech on the Global Economy | STRATFOR - 0 views

  • three points where the United States sees dangers to the global system.
  • The first is maintaining growth.
  • Next, Geithner pointed to differences in exchange rate systems.
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  • Third, Geithner spoke about the reformation of the global financial architecture and evoked the framework agreement signed at the September 2009 G-20 summit.
  • The problem for China is that while Germany and Japan are U.S. allies, firmly lashed to the American-dominated international system, and have already been forced to change in response to American demands — such as the 1985 Plaza Accord in which Washington forced them to adopt market-oriented exchange rate policies — China is not.
  • If the United States is serious about enforcing such a policy, it will require changes to the next three biggest economies — China, Japan and Germany — as well as to those who have grown accustomed to the status quo, that is, in some way, almost everyone else in the world.
  •  
    "U.S. Treasury Secretary Timothy Geithner spoke at the Brookings Institution on Oct. 6 and outlined Washington's economic and financial goals for a series of major upcoming international meetings. He called for G-20 countries to continue working together on global economic and financial challenges, and presented three points where the United States sees dangers to the global system. " At Stratfor on October 7, 2010.
anonymous

A Geopolitical Journey, Part 1: The Traveler - 0 views

  • I try to keep my writing impersonal. My ideas are my own, of course, but I prefer to keep myself out of it for three reasons.
  • First, I’m far less interesting than my writings are.
  • Second, the world is also far more interesting than my writings and me, and pretending otherwise is narcissism.
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  • Finally, while I founded STRATFOR, I am today only part of it.
  • Geopolitics should be impersonal, yet the way we encounter the world is always personal. Andre Malraux once said that we all leave our countries in very national ways. A Korean visiting Paris sees it differently than an American. The personal is the eccentric core of geopolitics.
  • I travel to sample the political fault lines in the world, and I have done this all my life. This is an odd preference, but there might be some others who share it. Traveling geopolitically is not complex, but it does take some thought.
  • It assumes that the political life of humans is shaped by the place in which they live and that the political patterns are frequently recurring because of the persistence of nations and the permanence of geography.
  • I begin my travels by always re-reading histories and novels from the region. I avoid anything produced by a think tank, preferring old poems and legends.
  • Reading literature can be the best preparation for a discussion of a county’s budget deficit.
  • It is inconceivable to me that Russia, alive and unrestrained, would not seek to return to what it once was. The frontiers of Czarist Russia and the Soviet Union had reasons for being where they were, and in my mind, Russia would inevitably seek to return to its borders. This has nothing to do with leaders or policies. There is no New World Order, only the old one replaying itself in infinitely varying detail, like a kaleidoscope.
  • Our trip now is to countries within and near the Black Sea basin, so the geopolitical “theme” of the trip (yes, my trips have geopolitical themes, which my children find odd for some reason) is the Russian re-emergence as viewed by its western and southwestern neighbors:
  • I want to see the degree to which my sense of what will happen and their sense of what will happen diverge.
  • Romania, Ukraine, Moldova and even southern Poland cannot be understood without understanding the role the Carpathians play in uniting them and dividing them.
  • I want to understand whether this time will be different and to find out whether the Poles realize that in order for things to be different the Poles themselves must be different, since the plain is not going to stop being flat.
  • Walking a mountain path in the Carpathians in November, where bandits move about today as they did centuries ago, teaches me why this region will never be completely tamed or easily captured.
  • Nothing taught me more about American power and history than taking that trip and watching the vast traffic in grain and steel move up and down the river. It taught me why Andrew Jackson fought at New Orleans and why he wanted Texas to rebel against Mexico. It explained to me why Mark Twain, in many ways, understood America more deeply than anyone.
  • Political leaders think in terms of policies and options. Geopolitics teaches us to think in terms of constraints and limits.
  • According to geopolitics, political leaders are trapped by impersonal forces and have few options in the long run. Yet, in meeting with men and women who have achieved power in their country, the temptation is to be caught up in their belief in what they are going to do. There is a danger of being caught up in their passion and confidence.
  • There is also the danger of being so dogmatic about geopolitics that ignoring their vision blinds me to possibilities that I haven’t thought of or that can’t simply be explained geopolitically.
  • The direct quote can be the most misleading thing in the world.
  • I am not looking for the pithy quote, but for the complex insight that never quite reduces itself to a sentence or two.
  • There is another part of geopolitical travel that is perhaps the most valuable: walking the streets of a city. Geopolitics affect every level of society, shaping life and culture. Walking the streets, if you know what to look for, can tell you a great deal.
  • If a Montblanc store is next to a Gucci shop, you are in the wrong place.
  • All of this should be done unobtrusively. Take along clothes that are a bit shabby. Buy a pair of shoes there, scuff them up and wear them. Don’t speak. The people can smell foreigners and will change their behavior when they sense them. Blend in and absorb. At the end of a few days you will understand the effects of the world on these people.
  • There are three things the geopolitical traveler must do.
  • He must go to places and force himself to see the geography that shapes everything. He must meet with what leaders he can find who will talk to him in all parts of society, listening and talking but reserving a part of his mind for the impersonal reality of the world. Finally, he must walk the streets. He won’t have time to meet the schoolteachers, bank tellers, government employees and auto repairmen who are the substance of a society. Nor will they be comfortable talking to a foreigner. But geopolitics teaches that you should ignore what people say and watch what they do.
  •  
    "Editor's note: This is the first installment in a series of special reports that Dr. Friedman will write over the next few weeks as he travels to Turkey, Moldova, Romania, Ukraine and Poland. In this series, he will share his observations of the geopolitical imperatives in each country and conclude with reflections on his journey as a whole and options for the United States. " By George Friedman at StratFor on November 8, 2010.
anonymous

Ireland Refuses EU Bailout - 0 views

  • where the Greeks begged for a bailout earlier this year and then railed (and continue to rail) against the budget cuts they are being forced to abide by to maintain the intravenous drip of euros, the Irish are already nearly two years into a self-imposed austerity, all without any serious protests or strikes. 

  • Few argue that Germany is the economic center weight of the union, with every significant member-state counting Germany as its single largest trading partner. But not Ireland. Ireland is dependent upon Germany for a smaller proportion of its economic well being than any other state in the union, trading about twice as much with the United States or the United Kingdom than it does with Germany.
  • Ireland has — twice — voted down EU treaties, and in the aftermath been immune to the political pressure emanating from Paris and Berlin.
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  • Berlin’s goal is pretty clear, so clear that a key architect of the Greek bailout — Christian Democratic Union lawmaker Michael Meister — has emphatically noted that not only is an Irish bailout inevitable, but one condition for it will be the alteration of Ireland’s corporate tax structure to something more in line with European norms.
  • What STRATFOR finds the most interesting about this is that Ireland is no longer alone in resisting Germany’s rising strength: There are now glimmers of recognition across Europe that the Germans are attempting to use their dominant economic position to rewire the European Union more to their liking.
  •  
    "Financial markets roiled Tuesday on rumors - often reported as news - that the European Union (EU) was about to issue a second bailout, this time to Ireland. In a curious twist of events, the rumors of a bailout didn't start in Dublin, but in Berlin. And the denials of those rumors came from the Irish themselves. The Irish government went on to emphasize that Dublin had not only not asked for a bailout, but that Irish officials at Tuesday's meeting of EU finance ministers went with the explicit goal of convincing everyone that such a bailout was not needed. After several years of everyone from banks to airlines to construction firms to Greece asking for a bailout, it's a little odd to have a state refuse one so emphatically." At StratFor on November 17, 2010.
anonymous

NATO: An Inadequate Strategic Concept? - 0 views

  • The 1999 document, written during NATO’s air war against Yugoslavia, set the precedent for the expansion of NATO operations beyond mere self-defense, to account for humanitarian interventions and conflict prevention.
  • This massive consolidation took Putin roughly six years and gave Moscow a firm foundation so that it could start looking beyond its borders.
  • Starting in 2005, Russia began feeling comfortable enough with its domestic consolidation that it began to lay the groundwork for resurgence in its former Soviet states.
  • ...20 more annotations...
  • Berlin and Paris are far less worried about a strong Moscow than are Warsaw, Bucharest and other Central European capitals.
  • NATO breaks into three groups on this and other issues
  • the United States and its “Atlanticist” allies (such as the Netherlands, Denmark and the United Kingdom)
  • Core Europe wants to maintain its good relations with Russia and not provoke it with an alliance that is concentrating on rolling back Moscow’s control of its sphere of influence.
  • it is unclear what Russian participation in a NATO-wide BMD system — as was announced at the summit — really means
  • Core Europe (led by Germany and France)
  • the Central Europeans.
  • Washington pushed back against Moscow in several ways
  • First, it shored up its bilateral alliances in Central Europe via military supplies, new military bases and proposed BMD installations
  • The United States also attempted to solidify support for Georgia
  • Shifting tactics, both countries brokered an understanding that each had larger issues to focus on at the time, so the growing hostilities would be put on hold — at least temporarily.
  • At a loss for options, some Central Europeans — like Poland — shifted their stances and attempted to reach an understanding with Russia. Other Central Europeans have maintained hope that the United States soon will be able to refocus on Eurasia and support them once again.
  • So in essence, the disintegration of U.S.-Russian relations will divide the already-fracturing NATO even further.
  • NATO reached two main conclusions
  • First, it adopted the 2010 Strategic Concept. Second, it decided to build a NATO-wide BMD network and invited Russia to participate.
  • STRATFOR could spend a great deal of time going over the nearly 4,000-word Strategic Concept. But if a mission statement requires that many words, it probably means the mission is not easily stated or agreed upon.
  • Rogozin added that although the Strategic Concept leaves the possibility of further enlargement on the table via its Open Door policy, “this is furnished with the quite correct wording that these countries should meet the membership criteria.” One of the criteria, incidentally, is not having any territorial disputes — a requirement Moscow can certainly make sure Georgia can never fulfill.
  • NATO will not disappear. It is here to stay, if for no other reason than inertia.
  • First, sensing that Russia is no longer worried about NATO, the Central Europeans will start looking at bilateral agreements with the United States.
  • Second, other European countries will form agreements among themselves.
  •  
    "NATO leaders met in Lisbon on Nov. 19-20 to draft a new Strategic Concept - essentially a new mission statement for the alliance. The alliance is divided, however, particularly over the issue of how to handle Russia's renewed strength. This division has made it difficult for NATO to craft a Strategic Concept that effectively addresses all the issues the alliance currently faces, including the ongoing military operation in Afghanistan and what some NATO members see as a renewed threat from Russia." At StratFor on November 22, 2010.
anonymous

WikiLeaks and U.S. Critical Infrastructure - 0 views

  • Media interest aside, STRATFOR does not see this document as offering much value to militant groups planning attacks against U.S. targets abroad. The sites listed in the cable are either far too general, such as tin mines in China; are not high-profile enough to interest militants, such as undersea cables; or already represent well-known strategic vulnerabilities, such as the Strait of Malacca.
  • Instead of an earth-shattering list of sites vulnerable to terrorist attacks, the list leaked this week is really a more revealing look at the inner bureaucracy and daily activities of the U.S. security community and at how diplomats around the world contribute to assessing threats to U.S. interests. This does not mean listed sites will not ever be attacked, but that experienced militants do not rely on DHS studies to provide targeting guidance.
  •  
    "Media interest aside, STRATFOR does not see this document as offering much value to militant groups planning attacks against U.S. targets abroad. The sites listed in the cable are either far too general, such as tin mines in China; are not high-profile enough to interest militants, such as undersea cables; or already represent well-known strategic vulnerabilities, such as the Strait of Malacca. "
anonymous

Russia's Expanding Influence (Introduction): The Targets - 0 views

  • Moscow has already had some success in consolidating control over what it considers the four most crucial countries, but it would like to push back against the West in several other countries if it has time to do so before Washington’s attention returns to Eurasia.
  • Moscow is making progress in its grand scheme to solidify its position as a regional power in Eurasia once again, reversing what it sees as Western infiltration. The question now is how far Russia wants to go — or how far it feels it must and can go — in this quest.
  • Russia’s defining problem stems from its geographic indefensibility.
  • ...5 more annotations...
  • But in 1989, the Soviet Union lost control of Eastern Europe and had disintegrated by 1991, returning Russia essentially to its 17th century borders (except for Siberia).
  • While Russia reconsolidated, the United States became preoccupied with the Islamic world. As the U.S. wars in Iraq and Afghanistan have developed, they have absorbed Washington’s focus, presenting Russia with an opportunity to push back against the West’s increased influence in Eurasia.
  • Russia’s most crucial victory to date has been in Ukraine, where the top four candidates in the country’s January presidential election were all pro-Russian, thus ensuring the end of the pro-Western Orange movement.
  • Essentially, Russia has placed the countries of its former sphere of influence and other regional powers into four categories:
  • Russia’s geopolitical imperatives remain: The country must expand, hold together and defend the empire, even though expansion can create difficulties in the Russian core. This is already a difficult task; it will be made even harder when the United States is free to counter Russia.
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