Thursday, September 17, 2009

Let's Lose the "Race Card"

I am disheartened by the subtle and blatant racism that I see bubbling to the surface as reasonable and civil people attempt to debate solutions to the very serious issues we face in this country. And let's be clear here. As I noted in a recent article, when Sean Hannity espouses the view that "he's [President Obama] not one of us" and the birthers question whether or not President Obama is an American citizen, they endorse and encourage a subtle, insidious racism that ultimately is just as damaging as the blatantly racial slurs and signs we see and hear from the dumbed-down bigots that have been given a disproportionate voice in the current debates.

Having acknowledged that, it's time for Dems and progressives to put aside the "race card". While it is certainly a legitimate criticism of the attitudes and tactics of many on the right wing fringe, focusing our attention on this issue is a distraction that our opponents invite and fully use to their advantage to divert attention from what should be the real focus of our debate--our fragile and struggling economic system that continues to be significantly impacted by the exponential rise in health care costs and a broken healthcare system that fails to address the needs of all of our citizens.

It's time to put the "race card" back in the deck and play the "smart card". The facts speak for themselves and they fully support the position espoused by President Obama and his supporters. The current healthcare system is broke. Millions of our fellow citizens lack insurance and access to adequate health care and those of us with benefits should be mindful, particularly in the current economic climate, that we all face the risk of falling into that category. Thousands of Americans (including those with health insurance) each day file for bankruptcy precipitated by their inability to pay their medical bills. The impact of rising health care cost continues to impact the ability of corporate America to compete in a global economy and is crippling the small business sector. Many on the right and the center argue that we're moving too fast and it's foolhardy to tackle this issue at the same time that we're attempting to revive a fragile economy without fully comprehending that true health care reform is vital to the long term viability of our economy.

There exists in this nation an intelligent, rational, responsible and fair-minded majority that is ready and willing to support reasonable solutions to the serious problems we face. It's time to reject racism and the use of the "race card" and get on with a serious debate of how to solve the serious problems our nation faces.
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Sunday, August 9, 2009

HEALTH CARE REFORM--The Republican Playbook



First of all, let's consider the facts.....The United States spends over $1.9 trillion annually on healthcare expenses, more than any other industrialized country. This figure includes costs to our government, the private sector, and individuals. Researchers at Johns Hopkins Medical School have estimated the United States spends 44 percent more per capita than Switzerland, the country with the second highest expenditures, and 134 percent more than the median for members of the Organization for Economic Cooperation and Development (whose member states include all of the European nations, Mexico, Japan and S. Korea). And U.S. economic woes have only increased the burden of health care costs on individuals and businesses. The United States spent 16 percent of its GDP in 2007 on health care, also higher than any other developed nation. And the nonpartisan Congressional Budget Office (CBO) estimates that number will rise to 25 percent by 2025 without changes to federal law. In November 2008 Kaiser Foundation reported health premiums for workers have risen 114 percent in the last decade. And the U.S. Chamber of Commerce has noted that, at 12 percent, health care is the most expensive benefit paid by U.S. employers.

The Republican spin machine has been working fast and furious during the recent presidential campaign and since to avoid and obscure the real truth about the very serious issue of heath care in our country. Sadly, the truth is that tens of millions of our fellow citizens are uninsured, not because they have opted out, but rather because they can not afford it. And the United States--the sole remaining superpower also has the dubious distinction of being the only developed country remaining in the world community where health care is a privilege and not a right of citizenship. And the ever-rising costs of health care is a concern to small business owners. Small Business Majority, according to its website, sets out its goal as, “solving the single-biggest problem facing America’s 27 million small businesses: affordable and accessible health care.” Its chief executive, John Arensmeyer, says, “We’re trying to make sure that policymakers understand how critical getting health care reform is for small business and how our health care crisis is killing small business.” Even for those of us that have health care insurance, the reality is that we are only a heartbeat away from bankruptcy if we experience a serious accident or major medical illness or lose our jobs.

And the tactics of the Republican and right wing conservative nay-sayers can be summed up neatly--delay, distract, distort, demagogue and disrupt.

Sunday, August 2, 2009

The Politics of Fear, Hate and Division

Barack Obama: An American PortraitImage by tsevis via Flickr
In the wake of an inept, corrupt and misguided administration that scared the American people and manipulated the Congress into an ill-advised war and left our economy in ruins there emerged a pivotal figure--a voice for hope and meaningful change and politics conducted in a new way. Barrack Obama challenged us to honestly confront the enormous changes we face at this critical point in history. His up-lifiting message was welcomed by many who saw a refreshing contrast with the dumbed down, polarizing message of the conservative right-wingers. And their response-- "he's not one of us", "he hates white people", "he's Un-American", and now, "he's not an American", reflects the fear that his success has engendered in the partisan, hate-filled closet bigots that have an inordinate influence on the views of our citizens.

So, at this crucial juncture, the hate and fear mongers at Fox News and conservative talk radio show hosts have doubled down on their efforts to tear down this perceived threat to the status quo by playing the race card. When you cut to the chase, Sean Hannity stating that President Obama is not one of us, Michelle Malkin referring to Obama's "cronies of color" and the birthers (and the complicit Republicans who decline to repudiate their viewpoint) ultimately appeal to our baser instincts--the fear and distrust in people that has always been at the very core of that lingering stain on our national character--racism.

There are legitimate differences of opinion and philosophy on the solutions to the serious problems our nation and world faces. Let's debate them civilly and earnestly--keeping our citizens' and country's best interests always in mind. The time has come to repudiate the politics of fear, division and hatred promulgated by Inanity, Limbaugh, Beck, Malkin, Coulter and their ilk and move forward in a truly bipartisan effort to meet the challenges we face. Our future and the future of generations to come hangs in the balance!
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Monday, July 20, 2009

Russia, Ahmadinejad and Iran Reconsidered by George Friedman | July 20, 2009

At Friday prayers July 17 at Tehran University, the influential cleric and former Iranian President Ali Akbar Hashemi Rafsanjani gave his first sermon since Iran’s disputed presidential election and the subsequent demonstrations. The crowd listening to Rafsanjani inside the mosque was filled with Ahmadinejad supporters who chanted, among other things, “Death to America” and “Death to China.” Outside the university common grounds, anti-Ahmadinejad elements — many of whom were blocked by Basij militiamen and police from entering the mosque — persistently chanted “Death to Russia.”

Death to America is an old staple in Iran. Death to China had to do with the demonstrations in Xinjiang and the death of Uighurs at the hands of the Chinese. Death to Russia, however, stood out. Clearly, its use was planned before the protesters took to the streets. The meaning of this must be uncovered. To begin to do that, we must consider the political configuration in Iran at the moment.


The Iranian Political Configuration

There are two factions claiming to speak for the people. Rafsanjani represents the first faction. During his sermon, he spoke for the tradition of the founder of the Islamic republic, Ayatollah Ruhollah Khomeini, who took power during the 1979 Iranian Revolution. Rafjsanjani argued that Khomeini wanted an Islamic republic faithful to the will of the people, albeit within the confines of Islamic law. Rafsanjani argued that he was the true heir to the Islamic revolution. He added that Khomeini’s successor — the current supreme leader, Ayatollah Ali Khamenei — had violated the principles of the revolution when he accepted that Rafsanjani’s archenemy, Mahmoud Ahmadinejad, had won Iran’s recent presidential election. (There is enormous irony in foreigners describing Rafsanjani as a moderate reformer who supports greater liberalization. Though he has long cultivated this image in the West, in 30 years of public political life it is hard to see a time when has supported Western-style liberal democracy.)

The other faction is led by Ahmadinejad, who takes the position that Rafsanjani in particular — along with the generation of leaders who ascended to power during the first phase of the Islamic republic — has betrayed the Iranian people. Rather than serving the people, Ahmadinejad claims they have used their positions to become so wealthy that they dominate the Iranian economy and have made the reforms needed to revitalize the Iranian economy impossible. According to Ahmadinejad’s charges, these elements now blame Ahmadinejad for Iran’s economic failings when the root of these failings is their own corruption. Ahmadinejad claims that the recent presidential election represents a national rejection of the status quo. He adds that claims of fraud represent attempts by Rafsanjani — who he portrays as defeated presidential candidate Mir Hossein Mousavi’s sponsor — and his ilk to protect their positions from Ahmadinejad.

Friday, July 17, 2009

The Medvedev Doctrine and American Strategy



Graphic for Geopolitical Intelligence Report
By George Friedman
The United States has been fighting a war in the Islamic world since 2001. Its main theaters of operation are in Afghanistan and Iraq, but its politico-military focus spreads throughout the Islamic world, from Mindanao to Morocco. The situation on Aug. 7, 2008, was as follows:
  1. The war in Iraq was moving toward an acceptable but not optimal solution. The government in Baghdad was not pro-American, but neither was it an Iranian puppet, and that was the best that could be hoped for. The United States anticipated pulling out troops, but not in a disorderly fashion.
  2. The war in Afghanistan was deteriorating for the United States and NATO forces. The Taliban was increasingly effective, and large areas of the country were falling to its control. Force in Afghanistan was insufficient, and any troops withdrawn from Iraq would have to be deployed to Afghanistan to stabilize the situation. Political conditions in neighboring Pakistan were deteriorating, and that deterioration inevitably affected Afghanistan.
  3. The United States had been locked in a confrontation with Iran over its nuclear program, demanding that Tehran halt enrichment of uranium or face U.S. action. The United States had assembled a group of six countries (the permanent members of the U.N. Security Council plus Germany) that agreed with the U.S. goal, was engaged in negotiations with Iran, and had agreed at some point to impose sanctions on Iran if Tehran failed to comply. The United States was also leaking stories about impending air attacks on Iran by Israel or the United States if Tehran didn’t abandon its enrichment program. The United States had the implicit agreement of the group of six not to sell arms to Tehran, creating a real sense of isolation in Iran.
In short, the United States remained heavily committed to a region stretching from Iraq to Pakistan, with main force committed to Iraq and Afghanistan, and the possibility of commitments to Pakistan (and above all to Iran) on the table. U.S. ground forces were stretched to the limit, and U.S. airpower, naval and land-based forces had to stand by for the possibility of an air campaign in Iran — regardless of whether the U.S. planned an attack, since the credibility of a bluff depended on the availability of force.
The situation in this region actually was improving, but the United States had to remain committed there. It was therefore no accident that the Russians invaded Georgia on Aug. 8 following a Georgian attack on South Ossetia. Forgetting the details of who did what to whom, the United States had created a massive window of opportunity for the Russians: For the foreseeable future, the United States had no significant forces to spare to deploy elsewhere in the world, nor the ability to sustain them in extended combat. Moreover, the United States was relying on Russian cooperation both against Iran and potentially in Afghanistan, where Moscow’s influence with some factions remains substantial. The United States needed the Russians and couldn’t block the Russians. Therefore, the Russians inevitably chose this moment to strike.
On Sunday, Russian President Dmitri Medvedev in effect ran up the Jolly Roger. Whatever the United States thought it was dealing with in Russia, Medvedev made the Russian position very clear. He stated Russian foreign policy in five succinct points, which we can think of as the Medvedev Doctrine (and which we see fit to quote here):

Monday, June 22, 2009

THE IRANIAN ELECTION AND THE REVOLUTION TEST By George Friedman

Successful revolutions have three phases. First, a strategically located single
or limited segment of society begins vocally to express resentment, asserting
itself in the streets of a major city, usually the capital. This segment is
joined by other segments in the city and by segments elsewhere as the
demonstration spreads to other cities and becomes more assertive, disruptive and
potentially violent. As resistance to the regime spreads, the regime deploys its
military and security forces. These forces, drawn from resisting social segments
and isolated from the rest of society, turn on the regime, and stop following
the regime's orders. This is what happened to the Shah of Iran in 1979; it is
also what happened in Russia in 1917 or in Romania in 1989.


Revolutions fail when no one joins the initial segment, meaning the initial
demonstrators are the ones who find themselves socially isolated. When the
demonstrations do not spread to other cities, the demonstrations either peter
out or the regime brings in the security and military forces -- who remain loyal
to the regime and frequently personally hostile to the demonstrators -- and use
force to suppress the rising to the extent necessary. This is what happened in
Tiananmen Square in China: The students who rose up were not joined by others.
Military forces who were not only loyal to the regime but hostile to the
students were brought in, and the students were crushed.


A Question of Support
This is also what happened in Iran this week. 

Saturday, June 6, 2009

REMARKS BY THE PRESIDENT AT D-DAY 65TH ANNIVERSARY CEREMONY Normandy American Cemetery and Memorial Normandy, France


Good afternoon. Thank you, President Sarkozy, Prime Minister Brown, Prime Minister Harper, and Prince Charles for being here today. Thank you to our Secretary of Veterans Affairs, General Eric Shinseki, for making the trip out here to join us. Thanks also to Susan Eisenhower, whose grandfather began this mission 65 years ago with a simple charge: "Ok, let's go." And to a World War II veteran who returned home from this war to serve a proud and distinguished career as a United States Senator and a national leader: Bob Dole. (Applause.)

I'm not the first American President to come and mark this anniversary, and I likely will not be the last. This is an event that has long brought to this coast both heads of state and grateful citizens; veterans and their loved ones; the liberated and their liberators. It's been written about and spoken of and depicted in countless books and films and speeches. And long after our time on this Earth has passed, one word will still bring forth the pride and awe of men and women who will never meet the heroes who sit before us: D-Day.

Why is this? Of all the battles in all the wars across the span of human history, why does this day hold such a revered place in our memory? What is it about the struggle that took place on the sands a few short steps from here that brings us back to remember year after year after year?

Part of it, I think, is the size of the odds that weighed against success. For three centuries, no invader had ever been able to cross the English Channel into Normandy. And it had never been more difficult than in 1944.

That was the year that Hitler ordered his top field marshal to fortify the Atlantic Wall against a seaborne invasion. From the tip of Norway to southern France, the Nazis lined steep cliffs with machine guns and artillery. Low-lying areas were flooded to block passage. Sharpened poles awaited paratroopers. Mines were laid on the beaches and beneath the water. And by the time of the invasion, half a million Germans waited for the Allies along the coast between Holland and northern France.

At dawn on June 6th, the Allies came. The best chance for victory had been for the British Royal Air Corps to take out the guns on the cliffs while airborne divisions parachuted behind enemy lines. But all did not go according to plan. Paratroopers landed miles from their mark, while the fog and clouds prevented Allied planes from destroying the guns on the cliffs. So when the ships landed here at Omaha, an unimaginable hell rained down on the men inside. Many never made it out of the boats.

And yet, despite all of this, one by one, the Allied forces made their way to shore -- here, and at Utah and Juno; Gold and Sword. They were American, British, and Canadian. Soon, the paratroopers found each other and fought their way back. The Rangers scaled the cliffs. And by the end of the day, against all odds, the ground on which we stand was free once more.

The sheer improbability of this victory is part of what makes D-Day so memorable. It also arises from the clarity of purpose with which this war was waged.

We live in a world of competing beliefs and claims about what is true. It's a world of varied religions and cultures and forms of government. In such a world, it's all too rare for a struggle to emerge that speaks to something universal about humanity.

The Second World War did that. No man who shed blood or lost a brother would say that war is good. But all know that this war was essential. For what we faced in Nazi totalitarianism was not just a battle of competing interests. It was a competing vision of humanity. Nazi ideology sought to subjugate and humiliate and exterminate. It perpetrated murder on a massive scale, fueled by a hatred of those who were deemed different and therefore inferior. It was evil.

The nations that joined together to defeat Hitler's Reich were not perfect. They had made their share of mistakes, had not always agreed with one another on every issue. But whatever God we prayed to, whatever our differences, we knew that the evil we faced had to be stopped. Citizens of all faiths and of no faith came to believe that we could not remain as bystanders to the savage perpetration of death and destruction. And so we joined and sent our sons to fight and often die so that men and women they never met might know what it is to be free.

In America, it was an endeavor that inspired a nation to action. A President who asked his country to pray on D-Day also asked its citizens to serve and sacrifice to make the invasion possible. On farms and in factories, millions of men and women worked three shifts a day, month after month, year after year. Trucks and tanks came from plants in Michigan and Indiana, New York and Illinois. Bombers and fighter planes rolled off assembly lines in Ohio and Kansas, where my grandmother did her part as an inspector. Shipyards on both coasts produced the largest fleet in history, including the landing craft from New Orleans that eventually made it here to Omaha.

But despite all the years of planning and preparation, despite the inspiration of our leaders, the skill of our generals, the strength of our firepower and the unyielding support from our home front, the outcome of the entire struggle would ultimately rest on the success of one day in June.

Lyndon Johnson once said that there are certain moments when "history and fate meet at a single time in a single place to shape a turning point in man's unending search for freedom."

D-Day was such a moment. One newspaper noted that "we have come to the hour for which we were born." Had the Allies failed here, Hitler's occupation of this continent might have continued indefinitely. Instead, victory here secured a foothold in France. It opened a path to Berlin. It made possible the achievements that followed the liberation of Europe: the Marshall Plan, the NATO alliance, the shared prosperity and security that flowed from each.

It was unknowable then, but so much of the progress that would define the 20th century, on both sides of the Atlantic, came down to the battle for a slice of beach only six miles long and two miles wide.

More particularly, it came down to the men who landed here -- those who now rest in this place for eternity, and those who are with us here today. Perhaps more than any other reason, you, the veterans of that landing, are why we still remember what happened on D-Day. You're why we keep coming back.

Friday, June 5, 2009

Shameless

Sean Inanity incessantly impugning President Obama's past associations, but refusing to own up to his former associations with Andy Martin, Hal Turner and Bob Grant

http://www.huffingtonpost.com/2008/10/06/hannity-quotes-anti-semit_n_132236.html



Mark Levin's snide references to those with opposing views as "statists and "brownshirts"

Rush Limbaugh reporting his desire that President Obama [and hence our nation's economy] fails

Liz Cheney referring to actions by Present Obama's administration to address the unconstitutional practices of her father's former administration as "Un-American"

Dick Cheney pronouncing for the benefit of all of this country's enemies that President Obama and his administration have made this country less safe from attacks.

Inanity, Levin, Limbaugh and their loudmouth right wing cohorts amassing fortunes preaching hate and division and demeaning the office of the Presidency.

Shameless....


Tuesday, June 2, 2009

THE GEOGRAPHY OF RECESSION By Peter Zeihan

The global recession is the biggest development in the global system in the year
to date. In the United States, it has become almost dogma that the recession is
the worst since the Great Depression. But this is only one of a wealth of
misconceptions about whom the downturn is hurting most, and why.

Let's begin with some simple numbers.

As one can see in the chart, the U.S. recession at this point is only the worst
since 1982, not the 1930s, and it pales in comparison to what is occurring in
the rest of the world. (Figures for China have not been included, in part
because of the unreliability of Chinese statistics, but also because the
country's financial system is so radically different from the rest of the world
as to make such comparisons misleading. For more, read the China section below.)


But didn't the recession begin in the United States? That it did, but the
American system is far more stable, durable and flexible than most of the other
global economies, in large part thanks to the country's geography. To understand
how place shapes economics, we need to take a giant step back from the gloom and
doom of the current moment and examine the long-term picture of why different
regions follow different economic paths.

The United States and the Free Market

The most important aspect of the United States is not simply its sheer size, but
the size of its usable land. Russia and China may both be similar-sized in
absolute terms, but the vast majority of Russian and Chinese land is useless for
agriculture, habitation or development. In contrast, courtesy of the Midwest,
the United States boasts the world's largest contiguous mass of arable land --
and that mass does not include the hardly inconsequential chunks of usable
territory on both the West and East coasts.

Second is the American maritime transport system. The Mississippi River, linked
as it is to the Red, Missouri, Ohio and Tennessee rivers, comprises the largest
interconnected network of navigable rivers in the world. In the San Francisco
Bay, Chesapeake Bay and Long Island Sound/New York Bay, the United States has
three of the world's largest and best natural harbors. The series of barrier
islands a few miles off the shores of Texas and the East Coast form a
water-based highway -- an Intercoastal Waterway -- that shields American coastal
shipping from all but the worst that the elements can throw at ships and ports.

The real beauty is that the two overlap with near perfect symmetry. The
Intercoastal Waterway and most of the bays link up with agricultural regions and
their own local river systems (such as the series of rivers that descend from
the Appalachians to the East Coast), while the Greater Mississippi river network
is the circulatory system of the Midwest. Even without the addition of canals,
it is possible for ships to reach nearly any part of the Midwest from nearly any
part of the Gulf or East coasts. The result is not just a massive ability to
grow a massive amount of crops -- and not just the ability to easily and cheaply
move the crops to local, regional and global markets -- but also the ability to
use that same transport network for any other economic purpose without having to
worry about food supplies.

The implications of such a confluence are deep and sustained. Where most
countries need to scrape together capital to build roads and rail to establish
the very foundation of an economy, transport capability, geography granted the
United States a near-perfect system at no cost. That frees up U.S. capital for
other pursuits and almost condemns the United States to be capital-rich. Any
additional infrastructure the United States constructs is icing on the cake.
(The cake itself is free -- and, incidentally, the United States had so much
free capital that it was able to go on to build one of the best road-and-rail
networks anyway, resulting in even greater economic advantages over
competitors.)

Third, geography has also ensured that the United States has very little local
competition. To the north, Canada is both much colder and much more mountainous
than the United States. Canada's only navigable maritime network -- the Great
Lakes-St. Lawrence Seaway --is shared with the United States, and most of its
usable land is hard by the American border. Often this makes it more
economically advantageous for Canadian provinces to integrate with their
neighbor to the south than with their co-nationals to the east and west.

Similarly, Mexico has only small chunks of land, separated by deserts and
mountains, that are useful for much more than subsistence agriculture; most of
Mexican territory is either too dry, too tropical or too mountainous. And Mexico
completely lacks any meaningful river system for maritime transport. Add in a
largely desert border, and Mexico as a country is not a meaningful threat to
American security (which hardly means that there are not serious and ongoing
concerns in the American-Mexican relationship).

With geography empowering the United States and hindering Canada and Mexico, the
United States does not need to maintain a large standing military force to
counter either. The Canadian border is almost completely unguarded, and the
Mexican border is no more than a fence in most locations -- a far cry from the
sort of military standoffs that have marked more adversarial borders in human
history. Not only are Canada and Mexico not major threats, but the U.S.
transport network allows the United States the luxury of being able to quickly
move a smaller force to deal with occasional problems rather than requiring it
to station large static forces on its borders.

Like the transport network, this also helps the U.S. focus its resources on
other things.

Taken together, the integrated transport network, large tracts of usable land
and lack of a need for a standing military have one critical implication: The
U.S. government tends to take a hands-off approach to economic management,
because geography has not cursed the United States with any endemic problems.
This may mean that the United States -- and especially its government -- comes
across as disorganized, but it shifts massive amounts of labor and capital to
the private sector, which for the most part allows resources to flow to wherever
they will achieve the most efficient and productive results.

Laissez-faire capitalism has its flaws. Inequality and social stress are just
two of many less-than-desirable side effects. The side effects most relevant to
the current situation are, of course, the speculative bubbles that cause
recessions when they pop. But in terms of long-term economic efficiency and
growth, a free capital system is unrivaled. For the United States, the end
result has proved clear: The United States has exited each decade since
post-Civil War Reconstruction more powerful than it was when it entered it.
While there are many forces in the modern world that threaten various aspects of
U.S. economic standing, there is not one that actually threatens the U.S. base
geographic advantages.

Is the United States in recession? Of course. Will it be forever? Of course not.
So long as U.S. geographic advantages remain intact, it takes no small amount of
paranoia and pessimism to envision anything but long-term economic expansion for
such a chunk of territory. In fact, there are a number of factors hinting that
the United States may even be on the cusp of recovery.

Russia and the State

If in economic terms the United States has everything going for it
geographically, then Russia is just the opposite. The Russian steppe lies deep
in the interior of the Eurasian landmass, and as such is subject to climatic
conditions much more hostile to human habitation and agriculture than is the
American Midwest. Even in those blessed good years when crops are abundant in
Russia, it has no river network to allow for easy transport of products.


Russia has no good warm-water ports to facilitate international trade (and has
spent much of its history seeking access to one). Russia does have long rivers,
but they are not interconnected as the Mississippi is with its tributaries,
instead flowing north to the Arctic Ocean, which can support no more than a
token population. The one exception is the Volga, which is critical to Western
Russian commerce but flows to the Caspian, a storm-wracked and landlocked sea
whose delta freezes in the winter (along with the entire Volga itself).
Developing such unforgiving lands requires a massive outlay of funds simply to
build the road and rail networks necessary to achieve the most basic of economic
development. The cost is so extreme that Russia's first ever intercontinental
road was not completed until the 21st century, and it is little more than a
two-lane path for much of its length. Between the lack of ports and the
relatively low population densities, little of Russia's transport system beyond
the St. Petersburg/Moscow corridor approaches anything that hints of economic
rationality.

Russia also has no meaningful external borders. It sits on the eastern end of
the North European Plain, which stretches all the way to Normandy, France, and
Russia's connections to the Asian steppe flow deep into China. Because Russia
lacks a decent internal transport network that can rapidly move armies from
place to place, geography forces Russia to defend itself following two
strategies. First, it requires massive standing armies on all of its borders.
Second, it dictates that Russia continually push its boundaries outward to
buffer its core against external threats.

Both strategies compromise Russian economic development even further. The large
standing armies are a continual drain on state coffers and the country's labor
pool; their cost was a critical economic factor in the Soviet fall. The
expansionist strategy not only absorbs large populations that do not wish to be
part of the Russian state and so must constantly be policed -- the core
rationale for Russia's robust security services -- but also inflates Russia's
infrastructure development costs by increasing the amount of relatively useless
territory Moscow is responsible for.

Russia's labor and capital resources are woefully inadequate to overcome the
state's needs and vulnerabilities, which are legion. These endemic problems
force Russia toward central planning; the full harnessing of all economic
resources available is required if Russia is to achieve even a modicum of
security and stability. One of the many results of this is severe economic
inefficiency and a general dearth of an internal consumer market. Because
capital and other resources can be flung forcefully at problems, however, active
management can achieve specific national goals more readily than a hands-off,
American-style model. This often gives the impression of significant progress in
areas the Kremlin chooses to highlight.

But such achievements are largely limited to wherever the state happens to be
directing its attention. In all other sectors, the lack of attention results in
atrophy or criminalization. This is particularly true in modern Russia, where
the ruling elite comprises just a handful of people, starkly limiting the amount
of planning and oversight possible. And unless management is perfect in
perception and execution, any mistakes are quickly magnified into national
catastrophes. It is therefore no surprise to STRATFOR that the Russian economy
has now fallen the furthest of any major economy during the current recession.

China and Separatism

China also faces significant hurdles, albeit none as daunting as Russia's
challenges. China's core is the farmland of the Yellow River basin in the north
of the country, a river that is not readily navigable and is remarkably flood
prone. Simply avoiding periodic starvation requires a high level of state
planning and coordination. (Wrestling a large river is not the easiest thing one
can do.) Additionally, the southern half of the country has a subtropical
climate, riddling it with diseases that the southerners are resistant to but the
northerners are not. This compromises the north's political control of the
south.

Central control is also threatened by China's maritime geography. China boasts
two other rivers, but they do not link to each other or the Yellow naturally.
And China's best ports are at the mouths of these two rivers: Shanghai at the
mouth of the Yangtze and Hong Kong/Macau/Guangzhou at the mouth of the Pearl.
The Yellow boasts no significant ocean port. The end result is that other
regional centers can and do develop economic means independent of Beijing.

With geography complicating northern rule and supporting southern economic
independence, Beijing's age-old problem has been trying to keep China in one
piece. Beijing has to underwrite massive (and expensive) development programs to
stitch the country together with a common infrastructure, the most visible of
which is the Grand Canal that links the Yellow and Yangtze rivers. The cost of
such linkages instantly guarantees that while China may have a shot at being
unified, it will always be capital-poor.

Beijing also has to provide its autonomy-minded regions with an economic
incentive to remain part of Greater China, and "simple" infrastructure will not
cut it. Modern China has turned to a state-centered finance model for this.
Under the model, all of the scarce capital that is available is funneled to the
state, which divvies it out via a handful of large state banks. These state
banks then grant loans to various firms and local governments at below the cost
of raising the capital. This provides a powerful economic stimulus that achieves
maximum employment and growth -- think of what you could do with a near-endless
supply of loans at below 0 percent interest -- but comes at the cost of
encouraging projects that are loss-making, as no one is ever called to account
for failures. (They can just get a new loan.) The resultant growth is rapid, but
it is also unsustainable. It is no wonder, then, that the central government has
chosen to keep its $2 trillion of currency reserves in dollar-based assets; the
rate of return is greater, the value holds over a long period, and Beijing
doesn't have to worry about the United States seceding.

Because the domestic market is considerably limited by the poor-capital nature
of the country, most producers choose to tap export markets to generate income.
In times of plenty this works fairly well, but when Chinese goods are not
needed, the entire Chinese system can seize up. Lack of exports reduces capital
availability, which constrains loan availability. This in turn not only damages
the ability of firms to employ China's legions of citizens, but it also removes
the primary reason the disparate Chinese regions pay homage to Beijing. China's
geography hardwires in a series of economic challenges that weaken the coherence
of the state and make China dependent upon uninterrupted access to foreign
markets to maintain state unity. As a result, China has not been a unified
entity for the vast majority of its history, but instead a cauldron of competing
regions that cleave along many different fault lines: coastal versus interior,
Han versus minority, north versus south.

China's survival technique for the current recession is simple. Because exports,
which account for roughly half of China's economic activity, have sunk by half,
Beijing is throwing the equivalent of the financial kitchen sink at the problem.
China has force-fed more loans through the banks in the first four months of
2009 than it did in the entirety of 2008. The long-term result could well bury
China beneath a mountain of bad loans -- a similar strategy resulted in Japan's
1991 crash, from which Tokyo has yet to recover. But for now it is holding the
country together. The bottom line remains, however: China's recovery is
completely dependent upon external demand for its production, and the most it
can do on its own is tread water.

Discordant Europe

Europe faces an imbroglio somewhat similar to China's.

Europe has a number of rivers that are easily navigable, providing a wealth of
trade and development opportunities. But none of them interlinks with the
others, retarding political unification. Europe has even more good harbors than
the United States, but they are not evenly spread throughout the Continent,
making some states capital-rich and others capital-poor. Europe boasts one huge
piece of arable land on the North European Plain, but it is long and thin, and
so occupied by no fewer than seven distinct ethnic groups.

These groups have constantly struggled -- as have the various groups up and down
Europe's seemingly endless list of river valleys -- but none has been able to
emerge dominant, due to the webwork of mountains and peninsulas that make it
nigh impossible to fully root out any particular group. And Europe's wealth of
islands close to the Continent, with Great Britain being only the most obvious,
guarantee constant intervention to ensure that mainland Europe never unifies
under a single power.

Every part of Europe has a radically different geography than the other parts,
and thus the economic models the Europeans have adopted have little in common.
The United Kingdom, with few immediate security threats and decent rivers and
ports, has an almost American-style laissez-faire system. France, with three
unconnected rivers lying wholly in its own territory, is a somewhat
self-contained world, making economic nationalism its credo. Not only do the
rivers in Germany not connect, but Berlin has to share them with other states.
The Jutland Peninsula interrupts the coastline of Germany, which finds its sea
access limited by the Danes, the Swedes and the British. Germany must plan in
great detail to maximize its resource use to build an infrastructure that can
compensate for its geographic deficiencies and link together its good -- but
disparate -- geographic blessings. The result is a state that somewhat favors
free enterprise, but within the limits framed by national needs.

And the list of differences goes on: Spain has long coasts and is arid; Austria
is landlocked and quite wet; most of Greece is almost too mountainous to build
on; it doesn't get flatter than the Netherlands; tiny Estonia faces frozen seas
in the winter; mammoth Italy has never even seen an icebreaker. Even if there
were a supranational authority in Europe that could tax or regulate the banking
sector or plan transnational responses, the propriety of any singular policy
would be questionable at best.

Such stark regional differences give rise to such variant policies that many
European states have a severe (and understandable) trust deficit when it comes
to any hint of anything supranational. We are not simply taking about the
European Union here, but rather a general distrust of anything cross-border in
nature. One of the many outcomes of this is a preference for using local banks
rather than stock exchanges for raising capital. After all, local banks tend to
use local capital and are subject to local regulations, while stock exchanges
tend to be internationalized in all respects. Spain, Italy, Sweden, Greece and
Austria get more than 90 percent of their financing from banks, the United
Kingdom 84 percent and Germany 76 percent -- while for the United States it is
only 40 percent.

And this has proved unfortunate in the extreme for today's Europe. The current
recession has its roots in a financial crisis that has most dramatically
impacted banks, and European banks have proved far from immune. Until Europe's
banks recover, Europe will remain mired in recession. And since there cannot be
a Pan-European solution, Europe's recession could well prove to be the worst of
all this time around.

Thursday, May 28, 2009

THE NORTH KOREAN NUCLEAR TEST AND GEOPOLITICAL REALITY By Nathan Hughes

North Korea tested a nuclear device for the second time in two and a half years
May 25. Although North Korea's nuclear weapons program continues to be a work in
progress, the event is inherently significant. North Korea has carried out the
only two nuclear detonations the world has seen in the 21st century. (The most
recent tests prior to that were the spate of tests by India and Pakistan in
1998.)

Details continue to emerge through the analysis of seismographic and other data,
and speculation about the precise nature of the atomic device that Pyongyang may
now posses carries on, making this a good moment to examine the underlying
reality of nuclear weapons. Examining their history, and the lessons that can be
drawn from that history, will help us understand what it will really mean if
North Korea does indeed join the nuclear club.

Nuclear Weapons in the 20th Century

Even before an atomic bomb was first detonated on July 16, 1945, both the
scientists and engineers of the Manhattan Project and the U.S. military
struggled with the implications of the science that they pursued. But
ultimately, they were driven by a profound sense of urgency to complete the
program in time to affect the outcome of the war, meaning understanding the
implications of the atomic bomb was largely a luxury that would have to wait.
Even after World War II ended, the frantic pace of the Cold War kept pushing
weapons development forward at a break-neck pace. This meant that in their early
days, atomic weapons were probably more advanced than the understanding of their
moral and practical utility.

But the promise of nuclear weapons was immense. If appropriate delivery systems
could be designed and built, and armed with more powerful nuclear warheads, a
nation could continually threaten another country's very means of existence: its
people, industry, military installations and governmental institutions.
Battlefield or tactical nuclear weapons would make the massing of military
formations suicidal -- or so military planners once thought. What seemed clear
early on was that nuclear weapons had fundamentally changed everything. War was
thought to have been made obsolete, simply too dangerous and too destructive to
contemplate. Some of the most brilliant minds of the Manhattan Project talked of
how atomic weapons made world government necessary.

But perhaps the most surprising aspect of the advent of the nuclear age is how
little actually changed. Great power competition continued apace (despite a new,
bilateral dynamic). The Soviets blockaded Berlin for nearly a year starting in
1948, in defiance of what was then the world's sole nuclear power: the United
States. Likewise, the United States refused to use nuclear weapons in the Korean
War (despite the pleas of Gen. Douglas MacArthur) even as Chinese divisions
surged across the Yalu River, overwhelming U.S., South Korean and allied forces
and driving them back south, reversing the rapid gains of late 1950.

Again and again, the situations nuclear weapons were supposed to deter occurred.
The military realities they would supposedly shift simply persisted. Thus, the
United States lost in Vietnam. The Syrians and the Egyptians invaded Israel in
1973 (despite knowing that the Israelis had acquired nuclear weapons by that
point). The Soviet Union lost in Afghanistan. India and Pakistan went to war in
1999 -- and nearly went to war twice after that. In none of these cases was it
judged appropriate to risk employing nuclear weapons -- nor was it clear what
utility they might have.

Enduring Geopolitical Stability

Wars of immense risk are born of desperation. In World War II, both Nazi Germany
and Imperial Japan took immense geostrategic gambles -- and lost -- but
knowingly took the risk because of untenable geopolitical circumstances. By
comparison, the postwar United States and Soviet Union were geopolitically
secure. Washington had come into its own as a global power secured by the buffer
of two oceans, while Moscow enjoyed the greatest strategic depth it had ever
known.

The U.S.-Soviet competition was, of course, intense, from the nuclear arms race
to the space race to countless proxy wars. Yet underlying it was a fear that the
other side would engage in a war that was on its face irrational. Western Europe
promised the Soviet Union immense material wealth but would likely have been
impossible to subdue. (Why should a Soviet leader expect to succeed where
Napoleon and Hitler had failed?) Even without nuclear weapons in the calculus,
the cost to the Soviets was too great, and fears of the Soviet invasion of
Europe along the North European Plain were overblown. The desperation that
caused Germany to seek control over Europe twice in the first half of the 20th
century simply did not characterize either the Soviet or U.S. geopolitical
position even without nuclear weapons in play. It was within this context that
the concept of mutually assured destruction emerged -- the idea that each side
would possess sufficient retaliatory capability to inflict a devastating "second
strike" in the event of even a surprise nuclear attack.

Through it all, the metrics of nuclear warfare became more intricate. Throw
weights and penetration rates were calculated and recalculated. Targets were
assigned and reassigned. A single city would begin to have multiple target
points, each with multiple strategic warheads allocated to its destruction.
Theorists and strategists would talk of successful scenarios for first strikes.
But only in the Cuban Missile Crisis did the two sides really threaten one
another's fundamental national interests. There were certainly other moments
when the world inched toward the nuclear brink. But each time, the global system
found its balance, and there was little cause or incentive for political leaders
on either side of the Iron Curtain to so fundamentally alter the status quo as
to risk direct military confrontation -- much less nuclear war.

So through it all, the world carried on, its fundamental dynamics unchanged by
the ever-present threat of nuclear war. Indeed, history has shown that once a
country has acquired nuclear weapons, the weapons fail to have any real impact
on the country's regional standing or pursuit of power in the international
system.

Thus, not only were nuclear weapons never used in even desperate combat
situations, their acquisition failed to entail any meaningful shift in
geopolitical position. Even as the United Kingdom acquired nuclear weapons in
the 1950s, its colonial empire crumbled. The Soviet Union was behaving
aggressively all along its periphery before it acquired nuclear weapons. And the
Soviet Union had the largest nuclear arsenal in the world when it collapsed --
not only despite its arsenal, but in part because the economic burden of
creating and maintaining it was unsustainable. Today, nuclear-armed France and
non-nuclear armed Germany vie for dominance on the Continent with no regard for
France's small nuclear arsenal.

The Intersection of Weapons, Strategy and Politics

This August will mark 64 years since any nation used a nuclear weapon in combat.
What was supposed to be the ultimate weapon has proved too risky and too
inappropriate as a weapon ever to see the light of day again. Though nuclear
weapons certainly played a role in the strategic calculus of the Cold War, they
had no relation to a military strategy that anyone could seriously contemplate.
Militaries, of course, had war plans and scenarios and target sets. But outside
this world of role-play Armageddon, neither side was about to precipitate a
global nuclear war.

Clausewitz long ago detailed the inescapable connection between national
political objectives and military force and strategy. Under this thinking, if
nuclear weapons had no relation to practical military strategy, then they were
necessarily disconnected (at least in the Clausewitzian sense) from -- and could
not be integrated with -- national and political objectives in a coherent
fashion. True to the theory, despite ebbs and flows in the nuclear arms race,
for 64 years, no one has found a good reason to detonate a nuclear bomb.

By this line of reasoning, STRATFOR is not suggesting that complete nuclear
disarmament -- or "getting to zero" -- is either possible or likely. The nuclear
genie can never be put back in the bottle. The idea that the world could ever
remain nuclear-free is untenable. The potential for clandestine and crash
nuclear programs will remain a reality of the international system, and the
world's nuclear powers are unlikely ever to trust the rest of the system enough
to completely surrender their own strategic deterrents.

Legacy, Peer and Bargaining Programs

The countries in the world today with nuclear weapons programs can be divided
into three main categories.

Legacy Programs: This category comprises countries like the United Kingdom and
France that maintain small arsenals even after the end of the threat they
acquired them for; in this case, to stave off a Soviet invasion of Western
Europe. In the last few years, both London and Paris have decided to sustain
their small arsenals in some form for the foreseeable future. This category is
also important for highlighting the unlikelihood that a country will surrender
its weapons after it has acquired them (the only exceptions being South Africa
and several Soviet Republics that repatriated their weapons back to Russia after
the Soviet collapse).
Peer Programs: The original peer program belonged to the Soviet Union, which
aggressively and ruthlessly pursued a nuclear weapons capacity following the
bombing of Hiroshima and Nagasaki in 1945 because its peer competitor, the
United States, had them. The Pakistani and Indian nuclear programs also can be
understood as peer programs.
Bargaining Programs: These programs are about the threat of developing nuclear
weapons, a strategy that involves quite a bit of tightrope walking to make the
threat of acquiring nuclear weapons appear real and credible while at the same
time not making it appear so urgent as to require military intervention.
Pyongyang pioneered this strategy, and has wielded it deftly over the years. As
North Korea continues to progress with its efforts, however, it will shift from
a bargaining chip to an actual program -- one it will be unlikely to surrender
once it acquires weapons, like London and Paris. Iran also falls into this
category, though it could also progress to a more substantial program if it gets
far enough along. Though parts of its program are indeed clandestine, other
parts are actually highly publicized and celebrated as milestones, both to
continue to highlight progress internationally and for purposes of domestic
consumption. Indeed, manipulating the international community with a nuclear
weapon -- or even a civilian nuclear program -- has proved to be a rare instance
of the utility of nuclear weapons beyond simple deterrence.

The Challenges of a Nuclear Weapons Program

Pursuing a nuclear weapons program is not without its risks. Another important
distinction is that between a crude nuclear device and an actual weapon. The
former requires only that a country demonstrate the capability to initiate an
uncontrolled nuclear chain reaction, creating a rather large hole in the ground.
That device may be crude, fragile or otherwise temperamental. But this does not
automatically imply the capability to mount a rugged and reliable nuclear
warhead on a delivery vehicle and send it flying to the other side of the earth.
In other words, it does not immediately translate into a meaningful deterrent.

For that, a ruggedized, reliable nuclear weapon must be mated with some manner
of reliable delivery vehicle to have real military meaning. After the end of
World War II, the B-29's limited range and the few nuclear weapons the United
States had on hand meant that its vaunted nuclear arsenal was initially
extremely difficult to bring to bear against the Soviet heartland. The United
States would spend untold resources to overcome this obstacle in the decade that
followed.

The modern nuclear weapon is not just a product of physics, but of decades of
design work and full-scale nuclear testing. It combines expertise not just in
nuclear physics, but materials science, rocketry, missile guidance and the like.
A nuclear device does not come easy. A nuclear weapon is one of the most
advanced syntheses of complex technologies ever achieved by man.

Many dangers exist for an aspiring nuclear power. Many of the facilities
associated with a clandestine nuclear weapons program are large, fixed and
complex. They are vulnerable to airstrikes -- as Syria found in 2007. (And
though history shows that nuclear weapons are unlikely to be employed, it is
still in the interests of other powers to deny that capability to a potential
adversary.)

The history of proliferation shows that few countries actually ever decide to
pursue nuclear weapons. Obtaining them requires immense investment (and the more
clandestine the attempt, the more costly the program becomes), and the ability
to focus and coordinate a major national undertaking over time. It is not
something a leader like Venezuela's Hugo Chavez could decide to pursue on a
whim. A national government must have cohesion over the long span of time
necessary to go from the foundations of a weapons program to a meaningful
deterrent capability.

The Exceptions

In addition to this sustained commitment must be the willingness to be suspected
by the international community and endure pariah status and isolation -- in and
of themselves significant risks for even moderately integrated economies. One
must also have reasonable means of deterring a pre-emptive strike by a competing
power. A Venezuelan weapons program is therefore unlikely because the United
States would act decisively the moment one was discovered, and there is little
Venezuela could do to deter such action.

North Korea, on the other hand, has held downtown Seoul (just across the
demilitarized zone) at risk for generations with one of the highest
concentrations of deployed artillery, artillery rockets and short-range
ballistic missiles on the planet. From the outside, Pyongyang is perceived as
unpredictable enough that any potential pre-emptive strike on its nuclear
facilities is too risky not because of some newfound nuclear capability, but
because of Pyongyang's capability to turn the South Korean capital city into a
proverbial "sea of fire" via conventional means. A nuclear North Korea, the
world has now seen, is not sufficient alone to risk renewed war on the Korean
Peninsula.

Iran is similarly defended. It can threaten to close the Strait of Hormuz, to
launch a barrage of medium-range ballistic missiles at Israel, and to use its
proxies in Lebanon and elsewhere to respond with a new campaign of artillery
rocket fire, guerrilla warfare and terrorism. But the biggest deterrent to a
strike on Iran is Tehran's ability to seriously interfere in ongoing U.S.
efforts in Iraq and Afghanistan -- efforts already tenuous enough without direct
Iranian opposition.

In other words, some other deterrent (be it conventional or unconventional)
against attack is a prerequisite for a nuclear program, since powerful potential
adversaries can otherwise move to halt such efforts. North Korea and Iran have
such deterrents. Most other countries widely considered major proliferation
dangers -- Iraq before 2003, Syria or Venezuela, for example -- do not. And that
fundamental deterrent remains in place after the country acquires nuclear
weapons.

In short, no one was going to invade North Korea -- or even launch limited
military strikes against it -- before its first nuclear test in 2006. And no one
will do so now, nor will they do so after its next test. So North Korea – with
or without nuclear weapons – remains secure from invasion. With or without
nuclear weapons, North Korea remains a pariah state, isolated from the
international community. And with or without them, the world will go on.

The Global Nuclear Dynamic

Despite how frantic the pace of nuclear proliferation may seem at the moment,
the true pace of the global nuclear dynamic is slowing profoundly. With the
Comprehensive Test Ban Treaty already effectively in place (though it has not
been ratified), the pace of nuclear weapons development has already slowed and
stabilized dramatically. The world's current nuclear powers are reliant to some
degree on the generation of weapons that were validated and certified before
testing was banned. They are currently working toward weapons and force
structures that will provide them with a stable, sustainable deterrent for the
foreseeable future rooted largely in this pre-existing weapons architecture.

New additions to the nuclear club are always cause for concern. But though North
Korea's nuclear program continues apace, it hardly threatens to shift underlying
geopolitical realities. It may encourage the United States to retain a slightly
larger arsenal to reassure Japan and South Korea about the credibility of its
nuclear umbrella. It also could encourage Tokyo and Seoul to pursue their own
weapons. But none of these shifts, though significant, is likely to alter the
defining military, economic and political dynamics of the region fundamentally.

Nuclear arms are better understood as an insurance policy, one that no potential
aggressor has any intention of steering afoul of. Without practical military or
political use, they remain held in reserve -- where in all likelihood they will
remain for the foreseeable future.
Although North Korea's nuclear weapons program continues to be a work in progress, the event is inherently significant. North Korea has carried out the only two nuclear detonations the world has seen in the 21st century. (The most recent tests prior to that were the spate of tests by India and Pakistan in 1998.) Details continue to emerge through the analysis of seismographic and other data, and speculation about the precise nature of the atomic device that Pyongyang may now posses carries on, making this a good moment to examine the underlying reality of nuclear weapons. Examining their history, and the lessons that can be drawn from that history, will help us understand what it will really mean if North Korea does indeed join the nuclear club. Nuclear Weapons in the 20th Century Even before an atomic bomb was first detonated on July 16, 1945, both the scientists and engineers of the Manhattan Project and the U.S. military struggled with the implications of the science that they pursued. But ultimately, they were driven by a profound sense of urgency to complete the program in time to affect the outcome of the war, meaning understanding the implications of the atomic bomb was largely a luxury that would have to wait. Even after World War II ended, the frantic pace of the Cold War kept pushing weapons development forward at a break-neck pace. This meant that in their early days, atomic weapons were probably more advanced than the understanding of their moral and practical utility. But the promise of nuclear weapons was immense. If appropriate delivery systems could be designed and built, and armed with more powerful nuclear warheads, a nation could continually threaten another country's very means of existence: its people, industry, military installations and governmental institutions. Battlefield or tactical nuclear weapons would make the massing of military formations suicidal -- or so military planners once thought. What seemed clear early on was that nuclear weapons had fundamentally changed everything. War was thought to have been made obsolete, simply too dangerous and too destructive to contemplate. Some of the most brilliant minds of the Manhattan Project talked of how atomic weapons made world government necessary. But perhaps the most surprising aspect of the advent of the nuclear age is how little actually changed. Great power competition continued apace (despite a new, bilateral dynamic). The Soviets blockaded Berlin for nearly a year starting in 1948, in defiance of what was then the world's sole nuclear power: the United States. Likewise, the United States refused to use nuclear weapons in the Korean War (despite the pleas of Gen. Douglas MacArthur) even as Chinese divisions surged across the Yalu River, overwhelming U.S., South Korean and allied forces and driving them back south, reversing the rapid gains of late 1950. Again and again, the situations nuclear weapons were supposed to deter occurred. The military realities they would supposedly shift simply persisted. Thus, the United States lost in Vietnam. The Syrians and the Egyptians invaded Israel in 1973 (despite knowing that the Israelis had acquired nuclear weapons by that point). The Soviet Union lost in Afghanistan. India and Pakistan went to war in 1999 -- and nearly went to war twice after that. In none of these cases was it judged appropriate to risk employing nuclear weapons -- nor was it clear what utility they might have. Enduring Geopolitical Stability Wars of immense risk are born of desperation. In World War II, both Nazi Germany and Imperial Japan took immense geostrategic gambles -- and lost -- but knowingly took the risk because of untenable geopolitical circumstances. By comparison, the postwar United States and Soviet Union were geopolitically secure. Washington had come into its own as a global power secured by the buffer of two oceans, while Moscow enjoyed the greatest strategic depth it had ever known. The U.S.-Soviet competition was, of course, intense, from the nuclear arms race to the space race to countless proxy wars. Yet underlying it was a fear that the other side would engage in a war that was on its face irrational. Western Europe promised the Soviet Union immense material wealth but would likely have been impossible to subdue. (Why should a Soviet leader expect to succeed where Napoleon and Hitler had failed?) Even without nuclear weapons in the calculus, the cost to the Soviets was too great, and fears of the Soviet invasion of Europe along the North European Plain were overblown. The desperation that caused Germany to seek control over Europe twice in the first half of the 20th century simply did not characterize either the Soviet or U.S. geopolitical position even without nuclear weapons in play. It was within this context that the concept of mutually assured destruction emerged -- the idea that each side would possess sufficient retaliatory capability to inflict a devastating "second strike" in the event of even a surprise nuclear attack. Through it all, the metrics of nuclear warfare became more intricate. Throw weights and penetration rates were calculated and recalculated. Targets were assigned and reassigned. A single city would begin to have multiple target points, each with multiple strategic warheads allocated to its destruction. Theorists and strategists would talk of successful scenarios for first strikes. But only in the Cuban Missile Crisis did the two sides really threaten one another's fundamental national interests. There were certainly other moments when the world inched toward the nuclear brink. But each time, the global system found its balance, and there was little cause or incentive for political leaders on either side of the Iron Curtain to so fundamentally alter the status quo as to risk direct military confrontation -- much less nuclear war. So through it all, the world carried on, its fundamental dynamics unchanged by the ever-present threat of nuclear war. Indeed, history has shown that once a country has acquired nuclear weapons, the weapons fail to have any real impact on the country's regional standing or pursuit of power in the international system. Thus, not only were nuclear weapons never used in even desperate combat situations, their acquisition failed to entail any meaningful shift in geopolitical position. Even as the United Kingdom acquired nuclear weapons in the 1950s, its colonial empire crumbled. The Soviet Union was behaving aggressively all along its periphery before it acquired nuclear weapons. And the Soviet Union had the largest nuclear arsenal in the world when it collapsed -- not only despite its arsenal, but in part because the economic burden of creating and maintaining it was unsustainable. Today, nuclear-armed France and non-nuclear armed Germany vie for dominance on the Continent with no regard for France's small nuclear arsenal. The Intersection of Weapons, Strategy and Politics This August will mark 64 years since any nation used a nuclear weapon in combat. What was supposed to be the ultimate weapon has proved too risky and too inappropriate as a weapon ever to see the light of day again. Though nuclear weapons certainly played a role in the strategic calculus of the Cold War, they had no relation to a military strategy that anyone could seriously contemplate. Militaries, of course, had war plans and scenarios and target sets. But outside this world of role-play Armageddon, neither side was about to precipitate a global nuclear war. Clausewitz long ago detailed the inescapable connection between national political objectives and military force and strategy. Under this thinking, if nuclear weapons had no relation to practical military strategy, then they were necessarily disconnected (at least in the Clausewitzian sense) from -- and could not be integrated with -- national and political objectives in a coherent fashion. True to the theory, despite ebbs and flows in the nuclear arms race, for 64 years, no one has found a good reason to detonate a nuclear bomb. By this line of reasoning, STRATFOR is not suggesting that complete nuclear disarmament -- or "getting to zero" -- is either possible or likely. The nuclear genie can never be put back in the bottle. The idea that the world could ever remain nuclear-free is untenable. The potential for clandestine and crash nuclear programs will remain a reality of the international system, and the world's nuclear powers are unlikely ever to trust the rest of the system enough to completely surrender their own strategic deterrents. Legacy, Peer and Bargaining Programs The countries in the world today with nuclear weapons programs can be divided into three main categories. Legacy Programs: This category comprises countries like the United Kingdom and France that maintain small arsenals even after the end of the threat they acquired them for; in this case, to stave off a Soviet invasion of Western Europe. In the last few years, both London and Paris have decided to sustain their small arsenals in some form for the foreseeable future. This category is also important for highlighting the unlikelihood that a country will surrender its weapons after it has acquired them (the only exceptions being South Africa and several Soviet Republics that repatriated their weapons back to Russia after the Soviet collapse). Peer Programs: The original peer program belonged to the Soviet Union, which aggressively and ruthlessly pursued a nuclear weapons capacity following the bombing of Hiroshima and Nagasaki in 1945 because its peer competitor, the United States, had them. The Pakistani and Indian nuclear programs also can be understood as peer programs. Bargaining Programs: These programs are about the threat of developing nuclear weapons, a strategy that involves quite a bit of tightrope walking to make the threat of acquiring nuclear weapons appear real and credible while at the same time not making it appear so urgent as to require military intervention. Pyongyang pioneered this strategy, and has wielded it deftly over the years. As North Korea continues to progress with its efforts, however, it will shift from a bargaining chip to an actual program -- one it will be unlikely to surrender once it acquires weapons, like London and Paris. Iran also falls into this category, though it could also progress to a more substantial program if it gets far enough along. Though parts of its program are indeed clandestine, other parts are actually highly publicized and celebrated as milestones, both to continue to highlight progress internationally and for purposes of domestic consumption. Indeed, manipulating the international community with a nuclear weapon -- or even a civilian nuclear program -- has proved to be a rare instance of the utility of nuclear weapons beyond simple deterrence. The Challenges of a Nuclear Weapons Program Pursuing a nuclear weapons program is not without its risks. Another important distinction is that between a crude nuclear device and an actual weapon. The former requires only that a country demonstrate the capability to initiate an uncontrolled nuclear chain reaction, creating a rather large hole in the ground. That device may be crude, fragile or otherwise temperamental. But this does not automatically imply the capability to mount a rugged and reliable nuclear warhead on a delivery vehicle and send it flying to the other side of the earth. In other words, it does not immediately translate into a meaningful deterrent. For that, a ruggedized, reliable nuclear weapon must be mated with some manner of reliable delivery vehicle to have real military meaning. After the end of World War II, the B-29's limited range and the few nuclear weapons the United States had on hand meant that its vaunted nuclear arsenal was initially extremely difficult to bring to bear against the Soviet heartland. The United States would spend untold resources to overcome this obstacle in the decade that followed. The modern nuclear weapon is not just a product of physics, but of decades of design work and full-scale nuclear testing. It combines expertise not just in nuclear physics, but materials science, rocketry, missile guidance and the like. A nuclear device does not come easy. A nuclear weapon is one of the most advanced syntheses of complex technologies ever achieved by man. Many dangers exist for an aspiring nuclear power. Many of the facilities associated with a clandestine nuclear weapons program are large, fixed and complex. They are vulnerable to airstrikes -- as Syria found in 2007. (And though history shows that nuclear weapons are unlikely to be employed, it is still in the interests of other powers to deny that capability to a potential adversary.) The history of proliferation shows that few countries actually ever decide to pursue nuclear weapons. Obtaining them requires immense investment (and the more clandestine the attempt, the more costly the program becomes), and the ability to focus and coordinate a major national undertaking over time. It is not something a leader like Venezuela's Hugo Chavez could decide to pursue on a whim. A national government must have cohesion over the long span of time necessary to go from the foundations of a weapons program to a meaningful deterrent capability. The Exceptions In addition to this sustained commitment must be the willingness to be suspected by the international community and endure pariah status and isolation -- in and of themselves significant risks for even moderately integrated economies. One must also have reasonable means of deterring a pre-emptive strike by a competing power. A Venezuelan weapons program is therefore unlikely because the United States would act decisively the moment one was discovered, and there is little Venezuela could do to deter such action. North Korea, on the other hand, has held downtown Seoul (just across the demilitarized zone) at risk for generations with one of the highest concentrations of deployed artillery, artillery rockets and short-range ballistic missiles on the planet. From the outside, Pyongyang is perceived as unpredictable enough that any potential pre-emptive strike on its nuclear facilities is too risky not because of some newfound nuclear capability, but because of Pyongyang's capability to turn the South Korean capital city into a proverbial "sea of fire" via conventional means. A nuclear North Korea, the world has now seen, is not sufficient alone to risk renewed war on the Korean Peninsula. Iran is similarly defended. It can threaten to close the Strait of Hormuz, to launch a barrage of medium-range ballistic missiles at Israel, and to use its proxies in Lebanon and elsewhere to respond with a new campaign of artillery rocket fire, guerrilla warfare and terrorism. But the biggest deterrent to a strike on Iran is Tehran's ability to seriously interfere in ongoing U.S. efforts in Iraq and Afghanistan -- efforts already tenuous enough without direct Iranian opposition. In other words, some other deterrent (be it conventional or unconventional) against attack is a prerequisite for a nuclear program, since powerful potential adversaries can otherwise move to halt such efforts. North Korea and Iran have such deterrents. Most other countries widely considered major proliferation dangers -- Iraq before 2003, Syria or Venezuela, for example -- do not. And that fundamental deterrent remains in place after the country acquires nuclear weapons. In short, no one was going to invade North Korea -- or even launch limited military strikes against it -- before its first nuclear test in 2006. And no one will do so now, nor will they do so after its next test. So North Korea – with or without nuclear weapons – remains secure from invasion. With or without nuclear weapons, North Korea remains a pariah state, isolated from the international community. And with or without them, the world will go on. The Global Nuclear Dynamic Despite how frantic the pace of nuclear proliferation may seem at the moment, the true pace of the global nuclear dynamic is slowing profoundly. With the Comprehensive Test Ban Treaty already effectively in place (though it has not been ratified), the pace of nuclear weapons development has already slowed and stabilized dramatically. The world's current nuclear powers are reliant to some degree on the generation of weapons that were validated and certified before testing was banned. They are currently working toward weapons and force structures that will provide them with a stable, sustainable deterrent for the foreseeable future rooted largely in this pre-existing weapons architecture. New additions to the nuclear club are always cause for concern. But though North Korea's nuclear program continues apace, it hardly threatens to shift underlying geopolitical realities. It may encourage the United States to retain a slightly larger arsenal to reassure Japan and South Korea about the credibility of its nuclear umbrella. It also could encourage Tokyo and Seoul to pursue their own weapons. But none of these shifts, though significant, is likely to alter the defining military, economic and political dynamics of the region fundamentally. Nuclear arms are better understood as an insurance policy, one that no potential aggressor has any intention of steering afoul of. Without practical military or political use, they remain held in reserve -- where in all likelihood they will remain for the foreseeable future.

Monday, May 18, 2009

AN ISRAELI PRIME MINISTER COMES TO WASHINGTON AGAIN

By George Friedman

Israeli Prime Minister Benjamin Netanyahu is visiting Washington for his first official visit with U.S. President Barack Obama. A range of issues -- including the future of Israeli-Palestinian negotiations, Israeli-Syrian talks and Iran policy -- are on the table. This is one of an endless series of meetings between U.S. presidents and Israeli prime ministers over the years, many of which concerned these same issues. Yet little has changed. That Israel has a new prime minister and the United States a new president might appear to make this meeting significant. But this is Netanyahu's second time as prime minister, and his government is as diverse and fractious as most recent Israeli governments. Israeli politics are in gridlock, with deep divisions along multiple fault lines and an electoral system designed to magnify disagreements. Obama is much stronger politically, but he has consistently acted with caution, particularly in the foreign policy arena. Much of his foreign policy follows from the Bush administration. He has made no major breaks in foreign policy beyond rhetoric; his policies on Iraq, Afghanistan, Iran, Russia and Europe are essentially extensions of pre-existing policy. Obama faces major economic problems in the United States and clearly is not looking for major changes in foreign policy. He understands how quickly public sentiment can change, and he does not plan to take risks he does not have to take right now. This, then, is the problem: Netanyahu is coming to Washington hoping to get Obama to agree to fundamental redefinitions of the regional dynamic. For example, he wants Obama to re-examine the commitment to a two-state solution in the Israeli-Palestinian dispute. (Netanyahu's foreign minister, Avigdor Lieberman, has said Israel is no longer bound by prior commitments to that concept.) Netanyahu also wants the United States to commit itself to a finite time frame for talks with Iran, after which unspecified but ominous-sounding actions are to be taken. Facing a major test in Afghanistan and Pakistan, Obama has more than enough to deal with at the moment. Moreover, U.S. presidents who get involved in Israeli-Palestinian negotiations frequently get sucked into a morass from which they do not return. For Netanyahu to even request that the White House devote attention to the Israeli-Palestinian problem at present is asking a lot. Asking for a complete review of the peace process is even less realistic. Obstacles to the Two-State Solution The foundation of the Israeli-Palestinian peace process for years has been the assumption that there would be a two-state solution. Such a solution has not materialized for a host of reasons. First, at present there are two Palestinian entities, Gaza and the West Bank, which are hostile to each other. Second, the geography and economy of any Palestinian state would be so reliant on Israel that independence would be meaningless; geography simply makes the two-state proposal almost impossible to implement. Third, no Palestinian government would have the power to guarantee that rogue elements would not launch rockets at Israel, potentially striking at the Tel Aviv-Jerusalem corridor, Israel's heartland. And fourth, neither the Palestinians nor the Israelis have the domestic political coherence to allow any negotiator to operate from a position of confidence. Whatever the two sides negotiated would be revised and destroyed by their political opponents, and even their friends. For this reason, the entire peace process -- including the two-state solution -- is a chimera. Neither side can live with what the other can offer. But if it is a fiction, it is a fiction that serves U.S. purposes. The United States has interests that go well beyond Israeli interests and sometimes go in a different direction altogether. Like Israel, the United States understands that one of the major obstacles to any serious evolution toward a two-state solution is Arab hostility to such an outcome. The Jordanians have feared and loathed Fatah in the West Bank ever since the Black September uprisings of 1970. The ruling Hashemites are ethnically different from the Palestinians (who constitute an overwhelming majority of the Jordanian population), and they fear that a Palestinian state under Fatah would threaten the Jordanian monarchy. For their part, the Egyptians see Hamas as a descendent of the Muslim Brotherhood, which seeks the Mubarak government's ouster -- meaning Cairo would hate to see a Hamas-led state. Meanwhile, the Saudis and the other Arab states do not wish to see a radical altering of the status quo, which would likely come about with the rise of a Palestinian polity. At the same time, whatever the basic strategic interests of the Arab regimes, all pay lip service to the principle of Palestinian statehood. This is hardly a unique situation. States frequently claim to favor various things they actually are either indifferent to or have no intention of doing anything about. Complicating matters for the Arab states is the fact that they have substantial populations that do care about the fate of the Palestinians. These states thus are caught between public passion on behalf of Palestinians and the regimes' interests that are threatened by the Palestinian cause. The states' challenge, accordingly, is to appear to be doing something on behalf of the Palestinians while in fact doing nothing. The United States has a vested interest in the preservation of these states. The futures of Egypt, Saudi Arabia and the Gulf states are of vital importance to Washington. The United States must therefore simultaneously publicly demonstrate its sensitivity to pressures from these nations over the Palestinian question while being careful to achieve nothing -- an easy enough goal to achieve. The various Israeli-Palestinian peace processes have thus served U.S. and Arab interests quite well. They provide the illusion of activity, with high-level visits breathlessly reported in the media, succeeded by talks and concessions -- all followed by stalemate and new rounds of violence, thus beginning the cycle all over again. The Palestinian Peace Process as Political Theater One of the most important proposals Netanyahu is bringing to Obama calls for reshaping the peace process. If Israeli President Shimon Peres is to be believed, Netanyahu will not back away from the two-state formula. Instead, the Israeli prime minister is asking that the various Arab state stakeholders become directly involved in the negotiations. In other words, Netanyahu is proposing that Arab states with very different public and private positions on Palestinian statehood be asked to participate -- thereby forcing them to reveal publicly their true positions, ultimately creating internal political crises in the Arab states. The clever thing about this position is that Netanyahu not only knows his request will not become a reality, but he also does not want it to become a reality. The political stability of Jordan, Saudi Arabia and Egypt is as much an Israeli interest as an American one. Indeed, Israel even wants a stable Syria, since whatever would come after the Alawite regime in Damascus would be much more dangerous to Israeli security than the current Syrian regime. Overall, Israel is a conservative power. In terms of nation-states, it does not want upheaval; it is quite content with the current regimes in the Arab world. But Netanyahu would love to see an international conference with the Arab states roundly condemning Israel publicly. This would shore up the justification for Netanyahu's policies domestically while simultaneously creating a framework for reshaping world opinion by showing an Israel isolated among hostile states. Obama is likely hearing through diplomatic channels from the Arab countries that they do not want to participate directly in the Palestinian peace process. And the United States really does not want them there, either. The peace process normally ends in a train wreck anyway, and Obama is in no hurry to see the wreckage. He will want to insulate other allies from the fallout, putting off the denouement of the peace process as long as possible. Obama has sent George Mitchell as his Middle East special envoy to deal with the issue, and from the U.S. president's point of view, that is quite enough attention to the problem. Netanyahu, of course, knows all this. Part of his mission is simply convincing his ruling coalition -- and particularly Lieberman, whom Netanyahu needs to survive, and who is by far Israel's most aggressive foreign minister ever -- that he is committed to redefining the entire Israeli-Palestinian relationship. But in a broader context, Netanyahu is looking for greater freedom of action. By posing a demand the United States will not grant, Israel is positioning itself to ask for something that appears smaller. Israel and the Appearance of Freedom of Action What Israel actually would do with greater freedom of action is far less important than simply creating the appearance that the United States has endorsed Israel's ability to act in a new and unpredictable manner. From Israel's point of view, the problem with Israeli-Palestinian relations is that Israel is under severe constraints from the United States, and the Palestinians know it. This means that the Palestinians can even anticipate the application of force by Israel, meaning they can prepare for it and endure it. From Netanyahu's point of view, Israel's primary problem is that the Palestinians are confident they know what the Israelis will do. If Netanyahu can get Obama to introduce a degree of ambiguity into the situation, Israel could regain the advantage of uncertainty. The problem for Netanyahu is that Washington is not interested in having anything unpredictable happen in Israeli-Palestinian relations. The United States is quite content with the current situation, particularly while Iraq becomes more stable and the Afghan situation remains unstable. Obama does not want a crisis from the Mediterranean to the Hindu Kush. The fact that Netanyahu has a political coalition to satisfy will not interest the United States, and while Washington at some unspecified point might endorse a peace conference, it will not be until Israel and its foreign minister endorse the two-state formula. Netanyahu will then shift to another area where freedom of action is relevant -- namely, Iran. The Israelis have leaked to the Israeli media that the Obama administration has told them that Israel may not attack Iran without U.S. permission, and that Israel agreed to this requirement. (U.S. President George W. Bush and Israeli Prime Minister Ehud Olmert went through the same routine not too long ago, using a good cop/bad cop act in a bid to kick-start negotiations with Iran.) In reality, Israel would have a great deal of difficulty attacking Iranian facilities with non-nuclear forces. A multitarget campaign 1,000 miles away against an enemy with some air defenses could be a long and complex operation. Such a raid would require a long trip through U.S.-controlled airspace for the fairly small Israeli air force. Israel could use cruise missiles, but the tonnage of high explosive delivered by a cruise missile cannot penetrate even moderately hardened structures; the same is true for ICBMs carrying conventional warheads. Israel would have to notify the United States of its intentions because it would be passing through Iraqi airspace -- and because U.S. technical intelligence would know what it was up to before Israeli aircraft even took off. The idea that Israel might consider attacking Iran without informing Washington is therefore absurd on the surface. Even so, the story has surfaced yet again in an Israeli newspaper in a virtual carbon copy of stories published more than a year ago. Netanyahu has promised that the endless stalemate with the Palestinians will not be allowed to continue. He also knows that whatever happens, Israel cannot threaten the stability of Arab states that are by and large uninterested in the Palestinians. He also understands that in the long run, Israel's freedom of action is defined by the United States, not by Israel. His electoral platform and his strategic realities have never aligned. Arguably, it might be in the Israeli interest that the status quo be disrupted, but it is not in the American interest. Netanyahu therefore will get to redefine neither the Palestinian situation nor the Iranian situation. Israel simply lacks the power to impose the reality it wants, the current constellation of Arab regimes it needs, and the strategic relationship with the United States on which Israeli national security rests. In the end, this is a classic study in the limits of power. Israel can have its freedom of action anytime it is willing to pay the price for it. But Israel can't pay the price. Netanyahu is coming to Washington to see if he can get what he wants without paying the price, and we suspect strongly he knows he won't get it. His problem is the same as that of the Arab states. There are many in Israel, particularly among Netanyahu's supporters, who believe Israel is a great power. It isn't. It is a nation that is strong partly because it lives in a pretty weak neighborhood, and partly because it has very strong friends. Many Israelis don't want to be told that, and Netanyahu came to office playing on the sense of Israeli national power. So the peace process will continue, no one will expect anything from it, the Palestinians will remain isolated and wars regularly will break out. The only advantage of this situation from the U.S. point of view it is that it is preferable to all other available realities.

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