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Entries in China (496)

11:44AM

WPR's The New Rules: How to Stop Worrying and Live with the Iranian Bomb

The International Atomic Energy Agency’s latest report on Iran’s nuclear programsurprised no one, even as it created the usual flurry of op-eds championing preventative “next steps.” As I’ve been saying for the past half-decade, there are none. Once the U.S. went into both Iraq and Afghanistan, the question went from being, “How do we prevent Iran from getting the Bomb?” to “How do we handle Iran’s Bomb?” That shift represents neither defeatism nor appeasement. Rather, it reflects a realistic analysis of America’s strategic options. With that in mind, here are 20 reasons why Iran’s successful pursuit of the Bomb is not the system-changing event so many analysts are keen to portray.

Read the entire column at World Politics Review.

12:01AM

Wikistrat's "The World According to Tom Barnett" 2011 brief, Part 9 - Final (Q&A on postwar stabilization operations and America's future allies)

Last segment of my "big brief" presentation to an international military audience in the Washington DC area in September 2011. Final questions involved postwar operations and who should be involved.

1:59PM

Wikistrat's "The World According to Tom Barnett" 2011 brief, Part 8 (Q&A on global economic crisis)

More Q&A from my presentation of the current Brief to an international military audience in the Washington DC area in September 2011.

Audience question was about the global economic crisis and role of China in global economy.

8:54AM

WPR's The New Rules: Obama Must Avoid the 'China Threat' Trap

No credible international affairs specialist would contend that the 2012 presidential election will hinge on U.S. foreign policy, given the state of the U.S. economy and the widespread social anger that one sees bubbling up across the country. What's more, Americans -- if not Beltway partisan pundits -- have achieved a certain sense of consensus on foreign policy under President Barack Obama, whose leadership has displayed a palpable "give them what they want" dynamic that reflects his desire to keep overseas issues on the back burner while he focuses on domestic ones.

Read the entire column at World Politics Review.

10:28AM

Time's Battleland: Why Japan won't go all Caldicott over Fukushima

No, that ain't the Kool-Aid.My favorite - and most frustrated - anti-nuke activist Helen Caldicott believes Fukushima drives Japan out of the industry and - by extension - kills the industry worldwide.

Read the entire post at Time's Battleland blog.


10:14AM

Time's Battleland: For all you Iran-is-winning types, the sad truth

You get two variants of this logic: 1) if the US leaves Iraq, Iran wins automatically (or it's won already because the Shiite majority actually rules); and 2) even more than al-Qaeda, Iran is the real beneficiary of the Arab Spring.

Both judgments are wrong in the way that America's capacity for frantic self-doubt and self-blame are routinely wrong.

Read the entire post at Time's Battleland blog.

 

12:01AM

Wikistrat's "The World According to Tom Barnett" 2011 brief, Part 6 (Flow of Security)

In this section I cover the symmetricization of the Long War, nuclear proliferation (and the lack thereof), how America shaped this world with its grand strategy, and who the key superpowers will be in the post-2030 landscape.

12:01AM

Wikistrat's "The World According to Tom Barnett" 2011 brief, Part 4 (Flow of Energy)

This section of the brief explores how urbanization and infrastructure development is shaping globalization, how Asia is the natural integrator of future globalization across the Gap, and how China's and America's interests overlap in the future evolution of Africa.

12:01AM

Wikistrat's "The World According to Tom Barnett" 2011 brief, Part 3 (Flow of Money)

This section of the brief focuses on the rise of the global middle class, the evolution of national economies, why China won't "rule the world" for all that long, and what the future evolution of East Asia holds.

9:57AM

WPR's The New Rules: A Look Ahead at the Geography of Global Security

As part of a “big think” forecast project commissioned by an intelligence community sponsor, I’ve begun to think about the future geography of global security. As often with this kind of project, I find myself falling into list-making mode as I contemplate slides for the brief. So here are nine big structural issues that I think any such presentation must include . . .

Read the entire column at World Politics Review.

9:30AM

Chart of the Day: Isn't a coincidence that the two biggest energy consumers . . .

 . . . happen to own the world's two largest reserves of shale gas?

Nice timing, huh?

The trick, of course, is the environmental impact.  American companies don't want to reveal their techniques, but the public needs to know so we can judge the impact and enforce the necessary precautions.

How that works and what volumes that ultimately allows us to extract is a big variable going forward.

With China, one assumes the niceties are not observed - until the riots start.

9:00AM

WPR's The New Rules: Debunking the Pentagon's Chinese Nationalism Hype

There exists within the Pentagon an unshakeable line of reasoning that says the Chinese military threat to the United States in Asia is profound and growing, that the most likely great-power war conflict will be over Taiwan or the South China Sea, and that the primary trigger will be China's burgeoning -- and uncontrollable -- nationalism. Objectively, China's military capabilities are certainly growing dramatically, but our conventional wisdom tends to break down in the structural plausibility of the scenarios. That's why the firm belief that rampant nationalism will trigger an eventual conflict becomes so crucial, especially when considered in combination with an additional line of speculation that emerged earlier this year, after the Chinese military trotted out a fifth-generation fighter jet the same day that former U.S. Defense Secretary Robert Gates arrived in Beijing for confidence-building talks: At the time, Gates suggested that maybe the People's Liberation Army was getting too big for its britches, and according to those who emphasize the Chinese threat, when the Chinese Communist Party eventually caves in the face of out-of-control popular nationalism, the PLA will step in and take matters into its own hands.

Read the entire column at World Politics Review.

8:00AM

Being realistic on Iran's long-term influence in Iraq: it will lose out to Turkey and China and Kuwait

Story in WAPO gets the Iran-is-winning crowd all jacked up: Iraq is condemned for not siding with the anti-Assad movement in Syria and actually offering support to the regime! This is spun as clear evidence of Iran's influence, when there are a host of pragmatic reasons why Baghdad isn't so interested in having the Arab Spring topple the dictator Assad.

Some analysis that's far more nuanced and realistic is found in the NYT Sunday ("Vacuum Is Feared as U.S. Quits Iraq, but Iran's Deep Influence May Not Fill It," by Tim Arango).

The best bits:

As the United States draws down its forces in Iraq, fears abound that Iran will simply move into the vacuum and extend its already substantial political influence more deeply through the soft powers of culture and commerce. But here, in this region that is a center of Shiite Islam, some officials say that Iran wore out its welcome long ago.

Surely, Iran has emerged empowered in Iraq over the last eight years, and it has a sympathetic Shiite-dominated government to show for it, as well as close ties to the anti-American cleric Moktada al-Sadr. But for what so far are rather obscure reasons — perhaps the struggling Iranian economy and mistrust toward Iranians that has been nurtured for centuries — it has been unable to extend its reach.

In fact, a host of countries led by Turkey — but not including the United States — have made the biggest inroads, much to the chagrin of people here in Najaf like the governor.

“Before 2003, 90 percent of Najaf people liked Iranians,” said the governor, Adnan al-Zurufi, who has lived in Chicago and Michigan and holds American citizenship. “Now, 90 percent hate them. Iran likes to take, not give” . . .

So big surprise: those who deliver economically achieve real standing. Iran simply cannot do this, because it's economy is broken - just like its "revolution."

Now to address the conventional wisdom: 

A standard narrative has it that the Iraq war opened up a chessboard for the United States and Iran to tussle for power. One of the enduring outcomes has been an emboldened Iran that is politically close to Iraq’s leaders, many of whom escaped to Iran during Saddam Hussein’s government, and that is a large trading partner.

Yet the story is more nuanced, particularly in the Shiite-dominated south that became politically empowered after the American invasion upended Sunni rule. It has been other countries — most powerfully Turkey, but also China, Lebanon and Kuwait — that have cemented influence through economic ties.

The patterns were established soon after the American invasion. Shoddy Iranian goods — particularly low-quality cheese, fruit and yogurt — flooded markets in the south, often at exorbitant prices, said Mahdi Najat Nei, a diplomat who heads the Trade Promotion Organization of Iran office in Baghdad. This sullied Iran’s reputation, even though prices have since plummeted, creating an aversion to Iranian goods that lasts to this day, Mr. Nei said.

This has made it difficult for Iranian businesspeople to make investments in southern Iraq, said Ali Rhida, who is from Iran and is building an iron factory on the outskirts of Najaf. “The real problem is with the mangers of the economy in Iran,” he said. “After the fall of the regime, many Iranian companies came here but they screwed it all up.”

As always, the real winners are the ones who deliver opportunity. Iran makes demands and delivers burdens.

“Investment from Iran has almost stopped,” said Zuheir Sharba, the chairman of Najaf’s provincial council, referring to a phenomenon that has more to do with Iran’s anemic state-run economy than it does to Iranian ambitions. Speaking about Americans, he said, “They were coming, but they’ve stopped.”

Mr. Sharba continued: “We wish that American companies would come here. I wish the American relationship was that, instead of troops, it would be companies.” Mr. Sharba is a cleric, and he spent 14 years in Iran in exile during Mr. Hussein’s government.

Our failure at economy-building staring us in the face.  Why? We became obsessed with the notion that government-building equates to state-building, when it's economy-building that triggers the locals to make their own state happen. We acted like the Gorbachev here: imagining politics determines economics, when we should have played it like Deng, understanding that you start with the economics and let the politics slowly evolve.

Yes, Iran can make trouble, but who cuts the deals?

While Iran may be flagging in the battle for hearts and minds, it is still able to create trouble. A rise this summer in American troop deaths in southern Iraq at the hands of Iranian-backed militias raised alarms in diplomatic circles and became the core of the argument put forth by those who want a longer-lasting American military presence to counter Iran’s clout.

But the troublemaking does not extend to the more important arena of commerce, officials say. “Because of the political sensitivities of Iran, many people say Iran is controlling the economy of Iraq,” said Sami al-Askari, a member of Parliament and a close confidant to Prime Minister Nuri Kamal al-Maliki. “No, the Turks are.”

Mr. Maliki once lived in Iran, and he surrounds himself with aides who have close ties to Tehran. Yet even these relationships have not translated into economic or cultural influence that could endear Iran to the Iraqi public at large. “I’ve yet to meet an Iraqi who trusts the Iranians,” said Joost Hiltermann, the International Crisis Group’s deputy program director for the Middle East.

But the mythology dies hard in Washington, so eager are we to crap on ourselves and see "loss" in everything right now. It's silly and it's childish, but that's what we are right now.

Kenneth Katzman, a Middle East analyst at the Congressional Research Service in Washington, said that because of numerous small projects — particularly related to religious tourism in Najaf, including a large underground toilet facility, and some construction projects in Basra — “a lot of these myths get perpetrated” about Iran’s influence in the south. “In the aggregate, it doesn’t add up to much,” he said.

Atmospherics trumping reality. Iran is a master at spewing this nonsense and we are adept at swallowing it, much like Ahmadinejad's diatribes and threats against Israel.

The Saudis know better and so do the Turks.  Given the choice, I choose Turkey, which, BTW, is really "winning" in Iraq - and that's just fine by me.

Will we Americans ever grow past this pathetic need to view all interventions in such black-and-white terms? I have great faith in the Millennials. The Boomers were raised in a Manichean childhood, and it permanently ruined their strategic thinking.

9:03AM

WPR's The New Rules: Turkey's Long Game in the Cyprus Gas Dispute

"Resource wars" enthusiasts worldwide have a new -- and unexpected -- poster child:"zero problems with neighbors" Turkey. The Turkish government of Prime Minister Recep Tayyip Erdogan is beside itself over Israel's recent moves to cooperate with Cyprus on surveying its Eastern Mediterranean seabed for possible natural gas deposits thought to be lying adjacent to the reserves discovered last year off the coast of Haifa.

Read the entire column at World Politics Review.

12:01AM

WPR's The New Rules: U.S. Resilience Can Rise to Future Threats

Last month I spent a couple of hours on the phone being interviewed for the next iteration of the National Intelligence Council's global futures project. This one imagines the world in 2030, and the interview was part of the organization's early polling process of experts around the world. I've participated similarly in previous iterations, and I've always found the NIC's questions fascinating for how they reveal the group's primary fears about the future.

Read the entire column at World Politics Review.

10:14AM

China will spend where it can own

It's becoming clear that China won't bail out Europe, simply because it sees no political will and has no desire to buy more Western debt.  Same will apply to US as things get worse.

What China will buy is access to stuff it truly wants: resources and management talent.  So, as the cited FT story makes clear, China is ready to invest in Brazil's new offshore hydrocarbon discoveries.

And as the Center for America-China Partnership made clear in our grand strategy agreement, China is interested in buying into US companies.

But no, it's not interested in throwing hard-earned money after bad.

9:28AM

Esquire's Politics Blog: 5 Ways to Make the Pakistan Mess Less Stupid Than Vietnam

In the wake of Admiral Mike Mullen offering such electrifying testimony last week, various commentators — and respectable ones, like Christopher Hitchens and Dexter Filkins — are circling the "long war" question of the moment: What to do about Pakistan? And it's clear to anybody with a brain at this point that Pakistan has abused our trust and military assistance as much as — or worse than — we have long abused that fake state in our pursuit of Al Qaeda and the Taliban. So now, as the West's fiscal crisis kicks into high gear, progressively denuding us of NATO allies while Congress finally gets serious about reining in the Pentagon's vast budget, we've come to a clear tipping point in the whole Af-Pak intervention as its tenth year of operations draws to a close.

Read the entire post at Esquire's The Politics Blog.

10:03AM

China's slows but still grows, thanks to regional "gravity"

Economist talking up a new book by Arvind Subramanian, who often writes for the FT. It's called "Eclipse."

Why China looms large in the future global economy, according to Subramanian: demography, convergence, and "gravity."

Convergence is a take on the healing of the "great divergence" that began around 1800: West grows 1200% over two next centuries while the rest lost 50% (much due to colonialization). The "great convergence," as many call it, predicts that the West grows 600% this century while the rest grow 1200%. Doesn't eliminate difference, but closes gap mightily.

Demography, in Subramanian's take, is all about heft: China is 4X size of US so only needs 1/4 GDP per capita to outpace.  He blows off the ageing issue, according to the Economist, and he doesn't seem to be tracking the decrease in labor either.

Subramanian is no pie-in-the-sky trajectionist, meaning those who place China on a neverending track of 8-10% growth. He buys into the S-curve argument and says China will grow about 5% for next two decades. That's the pattern we've seen in East Asia in the past (reach 25% of US per cap GDP and then slow to 5-6% growth).

The idea that caught my attention was the gravity one: 

. . . the "gravity" model of trade, which assumes that commerce between countries depends on their economic weight and the distance between them. China's trade will outpace America's both because its own economy will expand faster and also because its neighbors will grow faster than those in America's backyard.

Point being: China works its region while we do not.  We play the drug war and China is working infrastructure like crazy in SE Asia. China will also logically work toward an Asian Union with its economy as the centerpiece, while the US puts up a border wall.

Back to an argument I continue to make: we need to be opening up to the south like crazy, not shutting ourselves off on immigration and drugs.  We'll make ourselves weak relative to China and India due to their bulk populations, when our version of their interior rural poor are there for the taking.

We should be expanding the United States, not closing it down.

8:16AM

The real leading indicator of China's power

Apologies for no post for two days. I was in DC and busy.

FT story here on how the demographics are already playing out in China: fewer workers entering the work force can be choosier and more demanding on wages. That sends wages skyrocketing in China along the coast. Companies have two choices: go inland for cheaper Chinese labor - but then accept the higher transpo costs, or they go to neighboring states - all of which are just now on the cusp on a very big and long demographic dividend that will make their labor cheaper than China's from here on out. Those neighbors are basically all of Southeast Asia and especially India and Bangladesh.

So the subheader here says it all: "Demographcis and Beijing policy on workers' pay mean manufacturing is relocating in Asia."

Won't change a whole lot about America's trade deficit with Asia. It was large when "factory Asia" was just Japan and South Korea and ASEAN, and it got bigger when China cleverly inserted itself at the top of that assembling chain and consolidated the region's trade suprlus with America into its massive foreign currency holdings. And it won't go away when others displace China increasingly.

But it does mean that China's days of "inexhaustible" cheap labor are already ending.

And it means that India's eclipsing of China as the next big thing - to include all the soft power that goes with that (which will be greater for democratic India than authoritarian China) - has already begun.

8:34AM

WPR's The New Rules: The Rise of the Rest Spells U.S. Strategic Victory

The 10th anniversary of the Sept. 11 terrorist attacks has garnered America almost as much schadenfreude from the world as the original events did. Back in 2001, the line was that we had it coming to us for lording it over the world since the Cold War's end. Today, it takes the form of writing off our alleged "hegemony" in light of the shifts in global power over the intervening decade, a claim that is as absurd the previous one was insulting. Naturally, the Chinese are celebrated as our presumed replacement. So, as always throughout our history as a superpower, we're being treated to "sophisticated" analysis that says America fought the war, but they -- our next security obsession -- won the peace.

Read the entire column at World Politics Review.