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Entries from January 1, 2010 - January 31, 2010

10:09PM

US still reigns, and can expand

ARTICLE: As the World Turns, By Matthew Yglesias, The American Prospect, December 24, 2009

Nicely put, and without an ounce of hyperbole or fear-mongering:

The basic story of the contemporary United States involves the slightly awkward combination of unmatched power and inevitable relative decline. Our economy can't grow as fast as India's or China's or Brazil's, and there's no equivalent to the EU integration process that could enhance our power and expand our reach. The only real uncertainty about relative decline concerns the extent to which those powers will be joined by other potential regional powerhouses like Nigeria, Iran, South Africa, and Indonesia, if they ever get their acts together in terms of sustained economic growth.

But even though the waning of American hegemony can be clearly seen on the horizon, the fundamental reality is that it's a long way off. China's economy is basically only Japan-sized, and the country faces massive challenges starting with the fact that the majority of the population is still impoverished peasant farmers. India is even worse off. Japan is in demographic decline. Europe isn't an actual country and can't really make foreign-policy decisions.

In other words, our power is slipping away, but only very slowly.

The larger point of the article also rings through nicely.

I would disagree, though, about us not having any EU-like expansion possibility. Need to think outside the historical box on that one--the box since our last state addition, that is (HI, 8/21/59).

(Via WPR's Media Roundup)

10:06PM

SIO: waste

ARTICLE: Pentagon reviewing strategic information operations, By Walter Pincus, Washington Post, December 27, 2009

By and large, in my mind, a waste of time and money.

Telling our story better matters a whole helluva lot less than reorienting our practical partnerships on interventions (i.e., from West to East).

(Thanks: Dan Barrett)

10:05PM

Russians back to drilling Iraqi oil

ARTICLE: Oil Field Project in Iraq Won by Lukoil and Statoil, By JAMES KANTER, New York Times, December 29, 2009

Years ago, when I gave the brief, I used to say that Iraq's oil would primarily go to the Chinese and the Indians, with the Russians as one of the primary executors. Why? The Russians held all those contracts way back when under Saddam.

So guess who wins the "vast West Qurna 2 oil field" deal? Lukoil plus Statoil (the Norwegians, who had troops in Iraq through Aug 2006).

11:46PM

FT v. WSJ on Obama's proposed new rules for Wall Street

EDITORIAL: "Obama v. Wall Street," Wall Street Journal, 22 January 2010.

EDITORIAL: "Obama declares war on Wall Street," Financial Times, 22 January 2010.

Well, I guess the metaphors say it all: war versus a mere lawsuit.

But the FT notes the "incendiary profits for banks and bonuses for bankers," so no great surprise, I suppose, that Obama now scrambles to catch-up, as the FT puts it, with popular anger on the subject (the new rules were timed for Goldman's announcement on earnings & bonuses).

FT's first-cut judgment:

The primary aim in regulatory policy should be to make it possible for banks to fail without endangering the rest of the banking system--and society.

Hard to argue with that, but then the FT says the proposed rules do not help with this.

The WSJ says Obama is getting "serious about moral hazard," but that the too-big-to-fail danger remains unaddressed by these still, too-sketchy proposals.

I will eschew plumbing the proposals themselves for now (they basically involve limiting the big-bet activities by the largest firms, but in ways seemingly unclear to everybody writing about them), because I expect numerous iterations before anything approaching an actual vote by anybody.

11:42PM

China's future fractures

ARTICLE: China to Seek 'Stability' in Tibet via Development, By EDWARD WONG, New York Times, January 23, 2010

ARTICLE: China Plans for World's Highest Airport in Tibet, AP, January 12, 2010

I would expect the Chinese to continue down this rather traditional path of political subjugation/economic integration, no matter what the West says. Over time, I could see the more traditional elements of Tibetan culture surviving in pockets, but the bulk of the population adjusting itself uncomfortably to increased Han presence and the improvement of incomes/development.

If Tibet were independent, China would have to woo it like the rest of Asia, but that die was cast a long time ago.

Now, China's steep economic trajectory has Beijing's bosses close to being clinically paranoid about "splittism" and the like, and, unsurprisingly, there's more than enough Chinese nationalism to tap on that score, with many Chinese firmly of the belief that outside or internal challenges to Party rule carries with it the goal of derailing China's rise.

Will that change with time and development? It has everywhere else such developments have unfolded, but China, in its vast size, continues to be somewhat unique--not in suggesting that development can occur sans democracy but in suggesting just how long such evolution may drag out in a place that still features hundreds of millions living on little in the countryside in addition to the competing pressure of a rapidly aging society.

In short, China may well never get rich enough, on a per capita basis, to trigger the political evolution we seek in a coherent, even fashion across the entirety of the nation. And if that is the case, then China will indeed come apart eventually, in some muted fashion, with the richer, more developed parts demanding a freer hand in managing their own affairs while leaving Beijing to manage the inner regions. And the best way for that path to work would be for Beijing to forge an Asia-wide economic scheme within which various portions of China, as they mature irregularly, could feel themselves more in control of their destiny. Would China feel the need to dominate such a scheme? Yes. But it would do so anyway by virtue of its bulk.

I realize that chicken-v-egg waffling can be frustrating, but admitting it simply recognizes why Beijing's bosses remain so nervous on this subject, and why the cause of a "free" Tibet remains an illusion, in my mind.

(Thanks: Stuart Abrams)

11:38PM

Disconnect in Pakistan

ARTICLE: Poor schooling slows anti-terrorism effort in Pakistan, By Griff Witte, Washington Post, January 17, 2010

Why Pakistan is severely compromised as an ally in the struggle against extremism:

With a curriculum that glorifies violence in the name of Islam and ignores basic history, science and math, Pakistan's public education system has become a major barrier to U.S. efforts to defeat extremist groups here, U.S. and Pakistani officials say.

Like Jonah Goldberg's comments about Haiti's culture of poverty, here we see the obstacle of Pakistan's culture of civilizational hatred. It is not the sum total of what constitutes Pakistan, which is both Core-like and depressingly Gap-like, depending on where you look. But it's clear that the government has too long let its disconnected populations wallow in this angry victimization mode, buying them off ideologically.

11:25PM

Yemen: geographic clarity

POST: Yemen: Geography Matters!, By Curzon, Coming Anarchy, January 26th, 2010

Good, informative post that clears up the geographic distinction between the two conflicts going on inside Yemen.

11:24PM

Why Cadbury tastes so good to Kraft

KRAFT WINS CADBURY: "Hershey, on Its Own, Has Limited Options," by Ilan Brat, Deborah Ball and Jeffrey McCracken, Wall Street Journal, 20 January 2010.

All is found in the market-share numbers by region:

Mars and Hershey run North America at 28% and 21%, respectively. Kraft + Cadbury gets up to 8 percent.

In West Europe, Mars (12) and Nestle (8) now faced a K-C combo of 18%.

In LATAM, K-C registers at 26 (K's 8 + C's 18), with Nestle now a distant second at 13.

In Eastern Europe, K-C gets 14%, trailing Mars at 16.

In Asia Pac, Kraft goes from less than 1 to an immediate 6% with Cadbury. Nestle second at 4.

In MEA (Middle East/Africa), Kraft's 2 is now suddenly 18%, shooting past Mars at 12%.

In Australia/NZ, Kraft's 1 becomes a whopping 32%, putting it above Mars' 23 and Nestle's 18.

Upshot? With one purchase, Kraft becomes a major candy player worldwide, but especially in the major growth regions of the emerging middle class.

One sweet acquisition.

10:58PM

2010 outlook for China

ARTICLE: Three Hurdles for China in the Year of the Tiger, By JOHN FOLEY, New York Times, December 29, 2009

Nice, non-hyperbolic look-ahead piece on China.

I first took note primarily because I'm a tiger too (1962).

And yes, I will take any help I can get after 2009!

10:56PM

Needed: child custody rule-set reset

ARTICLE: Back From Brazil, Seeking an Ordinary Life for a Son, By KAREN DeMASTERS, New York Times, December 29, 2009

You gotta believe that, eventually, the world will come to grips with this growing phenomenon of marriages-across-borders and the resulting child-custody battles.

But until then, you take your chances with somebody who owns a passport different from yours (even if it's their second one).

10:54PM

Self-disclosure prepares for regulations to come

ARTICLE: Emissions Disclosure as a Business Virtue, By LESLIE KAUFMAN, New York Times, December 28, 2009

Nice to see, showing that even "failures" like Copenhagen continue to encourage the private sector toward anticipatory adaption:

Boeing and other enterprises are voluntarily doing what some might fiercely resist being forced to do: submitting detailed reports on how much they emit, largely through fossil fuel consumption, to a central clearinghouse.

The information flows to the Carbon Disclosure Project, a small nonprofit organization based in London that sifts through the numbers and generates snapshots by industry sectors in different nations.

By giving enterprises a road map for measuring their emissions and pointing out how they compare with their peers, experts say, the voluntary project is persuading companies to change their energy practices well before many governments step in to regulate emissions.

Scientists estimate that industry and energy providers produce nearly 45 percent of the heat-trapping emissions that contribute to global warming. While some governments are convinced that reining in such pollution is crucial to protecting the atmosphere, a binding global pact is not on the immediate horizon, as negotiations in Copenhagen showed this month.

Until broad regulation is at hand, many investors and company executives say, voluntary reporting programs like the Carbon Disclosure Project may be the best way to leverage market forces for change.

This sort of anticipatory action preps the private sector to the inevitability and utility of public-sector rules as they emerge over time.

Old story: having the right answer is one thing, making it happen at the right time (of widespread acceptability) is another.

In my mind, the evolution here is moving along with enough speed, as these things tend to take off at some point, so the more ducks lined up in anticipation, the smoother the inevitable rocket ride upward.

10:53PM

Supporting gay candidates first

ARTICLE: Gay Candidates Get Support That Causes May Not, By JAMES C. McKINLEY Jr., New York Times, December 27, 2009

My sense is that this is the more natural progression: winning gay candidates before legislation. I mean, that's how it's gone with most special interest groups in U.S. history (although less so for African-Americans for specific reasons relating to the long-term suppression of voting rights post-Civil War).

10:48PM

We can change Iran and North Korea without missile defense

ARTICLE: Putin: U.S. shield disrupts balance of power, Reuters, Dec . 29, 2009

It's always been the root of my problem with missile defense: you defend against one and you scare another. MAD ensures that no one thinks they can act with impunity, but shields undermine that notion.

We got through the entire Cold War safely without a shield, but now we are certain we need them for Iran and North Korea?

I would rather aggressively target each for regime change, going soft kill on Iran and hard on DPRK. Neither are worth upsetting the balance of nuclear perceptions among the world's great powers--plain and simple.

Having said that, this sounds like a negotiating ploy by Putin. I don't think we need this treaty whatsoever, so I worry not. Sticking to the missile shield plan (more flexible than the Bush version) to keep his right flank safe from the GOP re: Iran is worthwhile.

So Putin can stew.

But yet another good reason why we should be updating out stockpile of nuclear weapons. There I think Obama is completely wrongheaded.

(Thanks: Jeff Jennings)

3:27PM

Heavy Duty Dialogue coverage

Fleet Maintenance mentioned Tom's keynote at Heavy Duty Dialogue:

Markets, nations and regions of the world are poised to expand with frontier integration of rapidly emerging markets, Thomas Barnett told attendees to this year's Heavy Duty Dialogue - the annual business conference of the Heavy Duty Manufacturers Association (HDMA).

Barnett is a strategic planner with Enterra Solutions, a strategic advisory and technology firm.

As things are moving to a global economy, he foresees more extreme control of supply chains across the globe in order to make the movement of goods more efficient and less costly. The global economy will also open new opportunities and challenges, especially is emerging markets.

11:59PM

The Zen of COIN

Zenpundit (Mark Safranski) has a blog post up (The Post-COIN era is here) that's worth reading, despite it's somewhat hyperbolic claim up front that--apparently--we just dodged the bullet of a host of half-baked interventions around the globe--led by those hawkish Dems no less ("COIN fixation was threatening to cause the U.S. political class (especially Democrats) to be inclined to embark upon a host of half-baked, interventionist "crusades"in Third world quagmires."). I left a lengthy comment (I confess I screwed up the spacing of sentences) questioning Mark's use of this--by my standards--rather specious strawman (leveraging a vigorous bit of name-calling by Andrew Bacevich that suggested the development of a COIN capacity automatically condemns the US to the irresistible pursuit of a "host" of crazy interventions around the planet). Beyond that one sticking point, the rest of Mark's post consists of his usually sharp contextualizing.

Two larger points I wanted to share with you all, triggered by Mark's post (meaning things I would suggest you bear in mind):

1) Remember the larger distinction between the operating force (out there in the regional commands) and the institutional force back home (which trains up and equips the operating force). The "ascendancy" of COIN as the reinstatement of long-discarded tactics and operations has occurred overwhelmingly in the operating force. Why? Simply the compelling need created by insurgents in both Iraq and Afghanistan. There has been no real ascendancy of COIN within the institutional force, where advocates like John Nagl have argued long and hard for more appropriate training and force structure. While the training has come, as had the doctrine (the two are deeply linked), no serious observer would subscribe to the notion that US military force structure has been subverted to the small-wars orientation. Gates has calmly and intelligently carved out a space for that type of discrete warrior, claiming, with some accuracy I believe, that his budget last year devoted a mere 10% to small wars, a still sizable 50% purely to the big wars orientation, and that 40% could be considered swing assets. In sum, Gates estimates his Pentagon devotes one out of every 10 dollars to seriously focused COIN-like capabilities--hardly an ascendancy in the one realm that truly matters (acquisitions and all associated activities). What is true is that the force as a whole is undergoing certain generalized budget pressures (the return of deficit worries) and certain operational pressures, but you have to remember also that operations abroad come out of supplementals from Congress, not part of the annual DoD budget (while some borrowing from Peter to pay Paul occurs, it's not decisive and purely opportunistic, like funding small procurement out of Operations & Maintenance). So while assumptions that the current deficit fears will hurt the Pentagon's bottom line are correct, assuming any immediate scaling back of the effort in Af-Pak is another matter, for there you will find Republicans who will resist shortchanging the troops in the field even as players on both sides will continue struggling with the notion of what constitutes a reasonable effort on our part--especially in relation to allies (a subject upon which I weigh in frequently).

2) There is a natural frequency/load rate associated with U.S. military interventions abroad, something I explored in PNM. Generally, there is a combined capacity on the part of the regional commands to be able to put troops in countries and do things. Pick a generic level of effort, like 20k troops engaged in security ops and humanitarian assistance and training of local militaries (which, in sum, is very COIN-like). If you add up the combined capabilities of the regional commands, you can come up with a general sense of how many such ops they could collectively mount and maintain at any one time. For purposes of discussion, let's say it's a dozen such sized ops, with Pacom owning several, Eucom a few, Centcom probably the most, etc. If we're in Iraq and that's using up seven such units of capability (an out-of-my-ass estimate), and Af-Pak eats up four more, then, at any one time, we can mount something small on the side (like 10k troops in Haiti right now) and not much else, meaning, once the system hits near-capacity, there's no logical discussing of additional units of effort. That's been true for a long time, really since the Cold War's end, when our frequency of contingency ops inside the Gap took off in both absolute frequency and length of operations (a subject I explore at length in PNM). After 9/11 triggered the two big interventions in Afghanistan and Iraq, the US military's capacity became largely consumed by those two situations, my point being, even to the extent that COIN became ascendant after the 2006 midterm election, it could not trigger some invade-the-world-one-failed-state-at-a-time capacity, simply by dint of Iraq's and Afghanistan's significant hold on our interventionary assets. As I argued in my latter two books, these decisions constituted a strategic lockdown, which Bush-Cheney seriously respected (they intervened really nowhere else to any serious degree) and which Obama-Biden have studiously sought to reduce. To the extent that Obama is successful, things like Haiti become far more realistic, meaning less system-stressing for the military, understanding that the force is mightily exhausted by the high tempo of operations across the last eight years (my seven-years-of-"plenty"-being-followed-by-seven-years-of-"lean" argument from GP). But my underlying point is this: shifting to more COIN capacity and awareness across the operating force means we should be able, over time, to utilize our general interventionary capacity more intelligently, more in concert with locals and allies, and more cost efficiently than what we did in the 1990s--i.e., taking a great-power-war square-peg force and shoving it into round-hole contingencies. But even as we make this shift, triggered by the pain of Iraq and Afghanistan and codified nicely by Gates, we won't really revolutionize our interventionary capacity, which will always have certain limits of political attention span, budget, and load-bearing capacity among the combatant commands. So the notion that developing COIN capacity will allow us to invade any country at any time to our heart's delight is specious (Bacevich's argument). The general load capacities will remain unchanged, meaning the U.S. will continue doing in the future what it's done in the past: dealing, on an annual basis, with a single-digit number of interventions, which will tend to the low side so long as scenarios like Iraq and Af-Pak gobble up resources and which can only rise to the high single digits (like much of the 1990s) when everything is small in size (a month's effort here, three weeks there, 70 days here, and so on).

So, more generally, COIN's ascendancy, for what it's worth, alters the tactical and operation dynamics of our military's Leviathan/SysAdmin relationship with the world (making it more efficient because now we have a tool for the right sort of jobs that tend to predominate), but it does not change the larger strategy, which remains: 1) for the Leviathan to continue presenting such high barriers-to-entry to the competitive space called "great power war" that nobody really threatens the system-wide ban on such wars that is now deep into its seventh decade; and 2) for the SysAdmin to tend to the Gap's worst outbreaks of instability at a load-bearing rate that's "feasible"--an always contentious subject but more so since 9/11 (remembering also that much of the SysAdmin's work does not constitute interventions but merely represents the day-to-day security shaping stuff of mil training, "presence," etc.). As I have consistently stated, I think the regeneration of COIN capacity within our military is a great thing, but I don't see that reinstatement of capabilities as an "era" that either comes or goes. Rather, it should and will become an enduring tool that affords us better efforts in managing this world through security assets--a truly grand strategic impulse that I do not see fading any time soon (and thank God for that).

One more crucial contextualizing argument: As much as we like to pretend that America runs both the world and globalization, our decades-long success in enabling and defending the latter (mostly in an existential sense, meaning we simply encourage system stability due to our Leviathan's existence) ended any notion of that somewhere 15-20 years ago, when the private-sector's pursuit of globalized nets and platforms and products went into hypergear. So understand that the globalization is now far larger than just what the U.S. says or does, thus the sheer idiocy of claiming America's "imperialist" pursuit of global domination (a chimera of "goal" that we purposefully self-liquidated by encouraging globalization's expansion--meaning this "big frog" purposefully enlargened the West's "little pond" so as to reduce his dominant status--a counterintuitive (to some) goal that Zakaria now labels a "post-American world") . Much like my description of the SysAdmin function, globalization is far more private-sector driven than public-sector driven, and it's far more the rest of the world than just the U.S., so hypothesizing that COIN enables a grand strategy that wasn't already there (and is now into its seventh decade) is incorrect. COIN's rise merely brings the military more in synch with the international global "market" of instability, which is neither vast nor insurmountable, so long as we avoid the usual hyperbole and fear-mongering (my WPR column yesterday).

11:37PM

Gates' China bet

ARTICLE: China removed as top priority for spies, By Bill Gertz, Washington Times, January 20, 2010

Per the "Harold Brown bet" in my profile of Robert Gates in Esquire: Gates' boldness in this regard is truly stunning given his past, but I agree with it for a ton of reasons stated in this blog over the past six years.

(Via WPR's Media Roundup)

10:50PM

New Core graduation

POST: Venezuela, this could have been you..., By Robert Amsterdam, Venezuela Report, December 22, 2009

New Core Latin America matriculating into fully acknowledged Core status: Chile invited to join the OECD (Organization for Economic Cooperation and Development, arguably THE advanced economy club of note). Chile is only the second LATAM invited, after Mexico. One would expect Brazil's invite to be forthcoming.

(Thanks: Jarrod Myrick)

10:47PM

Cracking the conspiracy theorists

CULTURE: "A Conspiracy-Theory Theory: How to fend off the people who insist they know the 'real story' behind everything," by David Aaronovitch, Wall Street Journal, 19-20 December 2009.

Naturally, an article that attracts my attention, in part because I've written in several places on how to deal with such people (the single-causality types) and because I routinely do so in my blog life.

The fun bit on common characteristics:

These include an appeal to precedent, self-heroization, contempt for the benighted masses, a claim to be only asking "disturbing questions," invariably exaggerating the status and expertise of supporters, the use of apparently scholarly ways of laying out arguments (or "death by footnote"), the appropriation of imagined Secret Service jargon, circularity in logic, hydra-headedness in growing new arguments as soon as old ones are chopped off, and finally, the exciting suggestion of persecution. These characteristics help them to convince intelligent people of deeply unintelligent things.

That is one killer list! My faves are the self-heroization (the zealots typically derive huge self-esteem that is otherwise lacking) and the death by footnotes (too funny and accurate for words!).

Only thing missing is the incredible charge of supreme secrecy that is somehow--SOMEHOW!--cracked by this so-and-so using nothing more than a search engine!

Aaronovitch has a book out on this subject for Riverhead (a Penguin label) next Feb.

10:46PM

Empowered by gas

ARTICLE: Gas could be the cavalry in global warming fight, By Mark Williams, AP, December 21, 2009

Fascinating story with solid lead:

An unlikely source of energy has emerged to meet international demands that the United States do more to fight global warming: It's cleaner than coal, cheaper than oil and a 90-year supply is under our feet.

It's natural gas, the same fossil fuel that was in such short supply a decade ago that it was deemed unreliable. It's now being uncovered at such a rapid pace that its price is near a seven-year low. Long used to heat half the nation's homes, it's becoming the fuel of choice when building new power plants. Someday, it may win wider acceptance as a replacement for gasoline in our cars and trucks.

Natural gas' abundance and low price come as governments around the world debate how to curtail carbon dioxide and other pollution that contribute to global warming. The likely outcome is a tax on companies that spew excessive greenhouse gases. Utilities and other companies see natural gas as a way to lower emissions -- and their costs. Yet politicians aren't stumping for it.

In June, President Barack Obama lumped natural gas with oil and coal as energy sources the nation must move away from. He touts alternative sources -- solar, wind and biofuels derived from corn and other plants. In Congress, the energy debate has focused on finding cleaner coal and saving thousands of mining jobs from West Virginia to Wyoming.

Utilities in the U.S. aren't waiting for Washington to jump on the gas bandwagon.

Not "energy independence" by any means, but quite empowering nonetheless. And the more we move down this path, the more we encourage others to do the same and thus empower them vis-a-vis OPEC, which is waking up slowly but surely to its post-oil future.

Good stuff all around.

(Thanks: Vonne Barnett)

10:43PM

Radical Islam, not much purchase

ARTICLE: Radical Islam meets a buffer in West Africa, By Karin Brulliard, Washington Post, December 21, 2009

The typical story on radical Islam in Africa: on the rise but, in general, not finding much widespread purchase.

A consensus that seems solid, seeing that it is repeated in source after source.