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Entries from January 1, 2010 - January 31, 2010

1:57AM

New piece on Gates in Esquire

robert-gates-lg-0210.jpg
Credit: WireImage

After a career built on avoiding risk, the defense secretary is (finally) ready to get back in the game and gamble, all-in

Continue reading 'The Awakening of Robert Gates'.

Mark Warren and I had discussed this piece for months before he formally asked me to write it. My additional research (beyond the normal day-to-day stuff here that provided me with the original overarching thesis) consisted of reading Gates' semi-autobiographical book and every speech he's ever delivered as SECDEF. Based on those sources, I found myself arguing the basic thesis I had worked out beforehand with Mark (this is what I find interesting, and then there's the tighter subset of what Warren knows is interesting to a wide readership), but from some surprising angles (I propose, Mark narrows).

The piece originally clocked in much heavier in wordage, as I started the writing with an exploration of the larger debate over Whither the Chinese threat? But Warren logically cut that, once the Gates piece emerged within, because it was a different-order beast that simply distracted from the tighter delivery on Gates specifically. Call it pre-writing, something I'm constantly guilty of and something Warren has always actively encouraged to get the ball rolling.

I ended up being very happy with the piece and with Mark's editing, which is always amazingly enhancing. As always, I greatly enjoyed the discussions we had to both start the writing and get the final version where it needed to be. The collaborative aspect of being edited is something I've always found very gratifying, and Warren is a real master.

Got a bunch of paperback copies of Great Powers last week, along with the first copy of the February Esquire. Always a cool week when I can add a new copy of a book to my antique lawyer's bookcase and a new issue to my similarly arrayed array of pubs on my antique, family heirloom roll-top desk. For a writer, watching the canon grow is a real thrill. It's like enlarging your family.

One complaint on the online version: in print, the article is entitled, "Sleeper: The Awakening of Robert Gates," but online the "Sleeper" bit is lost. Naturally, that bit is a lift from the book/movie "Dune," and I was happy to see it survive the edit (the line, "Father, the sleeper has awakened!" exists in both the print and online versions). If just popped into my head while writing and I penned it right where it sits now: at the end of the first section. I just thought it fit on so many levels: "sleeper" as a spy notion, the "father" bit referring to Gates' intense loyalty to Bush the Elder, and the notion that Gates is experiencing an awakening that is surprising given his past (who knew the quiet young prince would ultimately become such a boisterous savior?).

This article is my 19th piece in print for Esquire over the past 7 years (Mar 03 was my PNM article, and I was named a contributing editor in early 2005, upon my firing from the Naval War College).

11:59PM

Tom linked from the NYT

POST: Deglobalization? Forget It, Idea of the Day, January 20, 2010

Short description:

"Idea of the Day" is a blog by editors of the Week in Review highlighting the most interesting writing we've come across lately on the Web.

Yesterday they linked last week's WPR New Rules column (as it appeared on Real Clear World), Wal-Mart and Globalization's Next Wave.

It's cool that Tom can get this kind of exposure when he's up against full-time professionals who do this for a living, while it remains a sidelight for him, a guy with a serious day job (senior managing director).

Furthermore, it's good exposure for WPR, which Tom values highly.

11:58PM

Tom on The Atlantic's website

POST: Making the Case Against Haiti Aid, By Jake Simpson, The Atlantic Wire, January 20, 2010

The Atlantic is on the record on the side of aid, but in this post they also link some of those who at least criticize aid, if not oppose it. In that vein, they linked We'd be better off annexing Haiti.

Note: Tom gets linked with Bret Stephens and Jonah Goldberg who have mega-platforms (Townhall and WSJ) to get their ideas out. We just have humble little thomaspmbarnett.com, so the ideas have to be that much stronger to rise to the top, right?

With the NYT cite, Tom's breaking through from WPR's emerging platform.

And yeah, it's impressive when you break through from such relatively humble (or new, in the case of WPR) sources.

11:21PM

Do we require catastrophic failures to change?

POST: Obama's Public Diplomacy From Haiti Wears Combat Boots, by Galrahn, USNU Blog, January 19, 2009

Reader Gerry left this link after commenting on my somewhat acidic interpretation of Bret Stephen's truly acidic piece on the disutility of foreign aid. It is a very informative blog post from Galrahn, who appears to be doing a yeoman's effort on Haiti, a subject I have yet to gain any serious traction on due to recent nonstop travel.

Gerry's comment was to the effect that the Haiti response could be a Katrina-like, politically damaging affair for Obama--quite possibly true.

It could also reveal, a la Galrahn's observations, that SOUTHCOM was ill-prepared for this sort of thing.

In both instances, then, we're probably running into an old problem: until the s--t hits a particular fan (e.g., new administration, regional command), the great sorting out of responsibilities does not happen. You almost need the catastrophic failure for the "never-again-on-my-watch" response to kick in. Sad and arguably inexcusable, but I nonetheless suspect this is true here.

As for the observed lack of coordination among the NATO allies, it's hard to come up with a rationalizing excuse there (and that's all these things will be--complete if honest rationalizations of very poor performance that will be hard to swallow after similar failures elsewhere in the system or by the previous administration, because it means that learning has not traveled from one realm to the next and every situation is still--and inexcusably--being treated as a de novo experience).

I mean, one thing that's truly easy to imagine is a disaster occurring in Haiti and the government putting on a complete show of incompetence and then a beleaguered population turning on itself via looting and frequent displays of unspeakable cruelty while--all along--complaining to cameras that the world wasn't doing enough.

More generally, we're once again bumping into the consistent global expectation that America step up and make the effort-of-efforts. This expectation arises when the disaster is on the other side of the world (like the Christmas tsunami) and it's damn near overwhelming when we're talking an impoverished nation off our coast, with whom we share a long history of interventions that have never come closing to fixing anything. When push-comes-to-shove like this in our system, there's DoD and there's everybody else. That's just the reality of extant capabilities.

So we confront the usual boiling-down of blame: the world doesn't have its stuff together to respond, so who's to blame? The U.S., of course. The U.S. is naturally boiled down to the US Government, and then to DoD, and finally poor, little, totally under-resourced-for-this-event Southern Command. This process is both fair enough and completely unfair, but it's the nature of the beast: you own the world's biggest military and people expect things, especially when your currency remains the de facto world reserve currency and thus many people in this world understand that that status effectively underwrites your unique capacity in this regard. As with everything in life, people want something for their money.

Galrahn's point about nobody seeming to know who is Obama's point man on the process is easily the most damaging. It'll also make Secretary Clinton look bad, because she's towed the administration line (completely unrealistic, in my mind) that the answer to past poor performance is to bulk up State and make it the clear leadership source across the system (dream on). Defense, specifically Gates, goes along with this charade in hopes that eventually it will come to pass, and because the Pentagon fears getting stuck with this whole package for the long term. In the short run (next decade or so), the DoD knows this will be the case (Mullen has said so in public), because the military knows exactly how long it takes for serious administrative capacity to arise in something like a command (CENTCOM, for example, took about 15 years to get its identity together).

The problem with Gates' projection (summed up by his "we need to get better ourselves in the short run while pushing for State's eventual ascendancy"--defensible if bureaucratically naive from a guy who is anything but, judging by his career) is that near-term failures will intervene to force an even greater effort from DoD in the absence of the fabled Goldwater-Nichols solution that every pundit and his brother dreams about (and I say, keep on keeping-on because G-N was an intra-department affair and thus cannot be replicated easily on a USG-wide level).

As I catch up to events (and please remember I have day job responsibilities that takes precedence over blogging, which remains a fun sideline and simply a way to put all my analytic notes in a searchable database, but it ain't never going to be something I spend hours and hours on daily), my initial impressions are unsurprising for any reader of this blog:

1) Haiti is a recurring problem that we have not fixed in the past, so no surprise its own governmental response to the disaster was beyond pathetic. Remember, this is the third major intervention we've made since the Cold War's end, and since we've begged off any lengthy SysAdmin-like effort and usually apply the same old, same old aid and humanitarian relief, why should we expect anything to improve?

2) Haiti may well become, because of the surprising loss of American lives (who knew so many Americans were down there?), a political System Perturbation of the sort I've often hypothesized about when asked by audiences, "What will it take for your Department of Everything Else to finally come about?" My response has always been, "Absent some visionary political leadership, I think it'll take another serious screw-up--one of undeniable proportions and attached blame." Until this disaster came about, my default position was that Afghanistan itself might qualify, but because there's so many other things to blame there, I wasn't optimistic it would qualify. Better to have something big and clarifying like Haiti come along--sad to say. So we'll see what happens in terms of muckraking journalism, government investigations, reform efforts and the like. My gut says the fallout will be bad, and the cynic in me says that it may be a contributing factor to Obama's fall from power in 2012, the problem there being nothing will get done prior to his departure in that scenario and then we'll simply set ourselves up for the next who-could-have-foreseen-this-disaster? scenario with the next president.

3) Yes, there will always be disasters inside the Gap, where one-third of humanity lives. In these countries, disasters are almost "mega" in size due to the inability of the local government to deal with the scale (meanwhile, on a global scale and thanks to globalization's spread, disasters get more costly in money but the loss of lives has dropped well over 90% over the last century--despite all the hypology to the contrary [and there is plenty that will receive prominent treatment now]). Disasters like this inside the Core rarely reach this level of incompetence--that's why we all found Katrina so stunning. What does this disaster tell us about globalization, development, the future, and what not? It tells us that it sucks to be impoverished and disconnected--not exactly a new idea. Should we flood the place with aid to "fix" that problem? There you consult the record, as Stephens did in his column and as development guru Bill Easterly has done masterfully (see his "White Man's Burden" book). What you can undeniably take away from this reality is that the Core's requirement for SysAdmin work won't be going away any time soon and that there's always another streetcar coming down the tracks in this regard.

4) But the notion, proclaimed by Obama on the cover of Newsweek, that "Haiti matters" is somewhat of a cruel joke. Haiti is a sad situation, to which we must all respond as we can, but it does not matter because it remains such a disconnected place. When a connected place suffers disaster, it matters plenty (like New Orleans because of the energy and trade flows that run through it), so the response is naturally prioritized and pursued with serious vigor, and then the private-sector effort that follows on those heels is likewise substantial, because there's a compelling reason to rebuild the place enough to reassemble sufficiently the old levels of connectivity (with the question of "How many people should be living there" a different subject--a la NOLA). But when the place is a connectivity backwater or deadzone, the system simply supplies the relief, piles on enough follow-on aid to assuage its conscience (because there are ALWAYS competing needs--like when a relative of mine unhelpfully says Vonne and I should consider switching our adoption efforts from Ethiopia to Haiti due to the disaster and I point out that Ethiopia has an orphan population equal to half of Haiti's total population, plus an ongoing famine), and then the status quo returns, leaving the place as vulnerable for the next disaster as it was for the last one. So yes, Haiti may matter to Obama's political future, and it certainly matters to the people there and anyone with loved ones there, but in the grand scheme of things, Haiti's current woes do not matter, because, if they did, this disaster never would have been allowed to unfold to this degree (e.g., all those rickety houses that simply collapsed) because relevant parties would have made the effort a priori to protect their connectivity assets (this important port, that important supply chain point, etc.). Make all the arguments you want about "what this says about us as humans/Americans/wealthier neighbors/good Christians" and the like, but once the smoke clears and our attention is inevitably diverted elsewhere, Haiti will go back to being Haiti--meaning unimportant to the global economy and the real money with the power to "fix" it. And until that situation changes, Haiti will not matter--save for the blame game, which, as I noted above, may actually result in some good if we collectively perceive this failure as too unbearable to ignore and thus worthy of some serious reform.

5) Finally, this whole debacle, as it shapes up, reminds me of the brief conversation I had with Rudy Guiliani when I, along with three other foreign policy types, spent an afternoon session with him regarding his national security ideas for his presidential campaign. During an aside, he made a point of showing me his copy of "Pentagon's New Map," where almost every page had 10-20 sentences underlined (the guy really devours a book, it seems), and so I queried him, having just given him "Blueprint" (with its proposal for a Department of Everything Else) why he was so interested in the SysAdmin concept (note that his Foreign Affairs article outlining his thinking on foreign policy included a bit about creating a new federal agency devoted to SysAdmin-like efforts). His reply was supremely pragmatic and ran along these lines (I paraphrase very loosely here many months later): "Look, I figure that I'll inevitably get stuck with some situation like this, and when it happens, after our previous failures, everyone will say, 'Why didn't you do something in anticipation, knowing what you knew?' So I figure, better to make the effort and be ready rather than get stuck with the blame later on." That's a perfectly fine answer, but it represents a line of thinking that hasn't yet made it to the top of our political system. We know what the logical solution is, but we're unwilling to make the effort, even as we know our current set-up sucks and will fail us time and again.

So maybe Haiti will result in some good--if not for Haitians over the long run.

But, as always, my views must be discounted with the realization that I naively believe in globalization's benefits and inexorable advance, recognizing, as I do, that people the world over like the notion of rising incomes and what they bring, and that nobody has ever advanced themselves economically by walling themselves off (despite the vast and sheer idiocy of the isolationists/anti-globalization types barking most loudly now).

Then again, stupid is as stupid does, so the cynic in me expects more backward movement than forward, given the times. Why improve our capacity or make a serious effort to rehab Haiti when we can use this disaster to disable Obama over his remaining three years! Oh partisan joy!

That way we can replay this sad story all over again in a few years from now, our self-righteousness undimmed by memory.

10:47PM

OPEC: Looking for a handout on de-carbonization

WORLD NEWS: "Oil Producers Worry About Carbon Deal," by Spencer Swartz, Wall Street Journal, 10 December 2009.

This conversation goes back almost a decade, by my count. OPEC wants compensation!

Friedman, as we know, demands a Manhattan Project effort from the U.S., but the real driver here is China (along with India), where fear of foreign dependence (and the military requirements to protect it) plus the environment are all that is required to make the push.

Won't happen overnight, but it will happen.

Meanwhile, we collectively have to worry about the Middle East and North Africa creating those tens of millions of jobs over the next few decades for that aging youth bulge.

Disgorge yourself of one problem and pick up another, so no Calgon-take-me-away escapes of the sort that pundits love.

10:45PM

India as "The Office"

BUSINESS DAY: "In India, a Developing Case of Innovation Envy," by Vikas Bajaj, New York Times, 9 December 2009.

India fears it's becoming the "Scranton" of the global economy--a la "The Office":

Even as the rest of the world has come to admire, envy and fear India's outsourcing business and its technological prowess, many Indians are disappointed that the country has not quickly moved up to more ambitious and lucrative work from answering phones or writing software. Why, they worry, hasn't India produced a Google or an Apple?

Once they leave the farm, they do get uppity and demanding.

Of course, the biggest gripe is the complexity of the regulatory environment, meaning the over-bureaucratized government (thank you Britain). India also lacks the angel investors who make so much innovation happen in the US and Israel (Enterra is completely a product of angels, BTW).

So some political evolution needed in India, and not just China.

10:43PM

Partnering "down market" to access New Core/Gap markets

MARKETPLACE: "Partner in China Aids GM's Plans In India," by Patricia Jiayi HO and Norihiko Shirouzu, Wall Street Journal, 4 December 2009.

MARKETPLACE: "Hershey, Trust Near Cadbury Decision," by Jeffrey McCracken and Ilan Brat, Wall Street Journal< 10 December 2009.

MARKETPLACE: Volkswagen, Suzuki Forge Alliance on Emerging Markets, Small Cars," by Vanessa Fuhrmans, Wall Street Journal, 10 December 2009.

GM and SAIC Motor Corp (Chinese) announce an alliance to build and sell cars in India. This concept has been a staple in my brief for half a decade: get to China and pair up for joint sales to the bottom-of-the-pyramid globally. GM sees a chance to do in India what it's already accomplished in China. Very smart move.

Similar efforts between VW and Suzuki duly noted.

Meanwhile, Kraft and Hershey duel over who will try and buy Cadbury, whose main attraction is its market savvy in India--those 500 million unbranded teenagers.

The race to the bottom of the pyramid (the title of my "economic realignment" chapter in Great Powers) continues apace.

Good stuff.

10:35PM

The grandfathering-yourself-in strategy on nukes

SCOPE: "India's Bombshell," by David P. Fidler and Sumit Ganuly, Newsweek, 14 December 2009.

BRIEFING: "Nuclear proliferation: An Iranian nuclear bomb, or the bombing of Iran? After years of fruitless diplomacy, Iran is on the threshold of becoming a nuclear power. The options are grim," The Economist, 5 December 2009.

India now signaling it's willing to join Non-Proliferation Treaty as a nuclear state. One would naturally expect Iran to ultimately try the same, taking their cues, as they often do, from the Indians.

Iran now threatens to pull out of the NPT completely. But once secured, as it were, in the same manner as Israel, I would expect them to come back.

Meanwhile, I don't know why the Israelis don't admit their nuclear status and pull an India also.

I know, I know. We'll see "40 or so nuclear powers overnight!" Been hearing that BS for four decades. Meanwhile, North Korea and Iran will make only #9 and #10.

I could easily see the Saudis and Turkey round it up to an even dozen, but honestly, who else? Maybe Egypt, just to seem relevant to the ensuing strategic talks in the Gulf, but I'm stretched to find others that would matter. So worst case, we're looking at a baker's dozen after seven decades, up from six through the first three and a half decades. Not exactly exponential growth.

But better to freak out incessantly and make WMD the entire core of our grand strategic approach to the world.

Cause that will so get us what we want in coming years--NOT!

11:12PM

We'd be better off annexing Haiti

OP-ED: To Help Haiti, End Foreign Aid, by Bret Stephens, Wall Street Journal, JANUARY 19, 2010

I have a love-hate thing with Stephens, because he's almost always so angry and dismissive of attempts to help any situation on any score, but I do sense the profound and painful truth in what he says here:

All this works to salve the consciences of people whose dimly benign intention is to "do something." It's a potential bonanza for the misery professionals of aid agencies and NGOs, never mind that their livelihoods depend on the very poverty whose end they claim to seek. And it allows the Jeff Sachses of the world to preen as latter-day saints.

For actual Haitians, however, just about every conceivable aid scheme beyond immediate humanitarian relief will lead to more poverty, more corruption and less institutional capacity. It will benefit the well-connected at the expense of the truly needy, divert resources from where they are needed most, and crowd out local enterprise. And it will foster the very culture of dependence the country so desperately needs to break.

How do I know this? It helps to read a 2006 report from the National Academy of Public Administration, usefully titled "Why Foreign Aid to Haiti Failed." The report summarizes a mass of documents from various aid agencies describing their lengthy records of non-accomplishment in the country.

The instinctive rush to flood the place with aid will accomplish almost nothing. We'd be better off simply annexing the entire country, which, if left with any sovereignty intact, will simply go on abusing itself ad infinitum, as it has for decade upon decade. How quickly this whole tragedy has become about the "great celebrities/humanitarians" who have made this cause their own. It all feels like one big Oscar race.

But Haiti goes nowhere so long as it remains a place where almost nobody wants to engage in profitable business--other than funneling aid. The government has been child-like in its response to date, victimized by the well-meaning efforts by outsiders for many years to do for Haitians what they cannot manage for themselves.

Yes, our hearts tell us we must do whatever to relieve immediate suffering, then the conversation shifts into these Marshall Plan-like clarion calls. But five years from now, the place will remain the same with the government just that much more infantilized--and thus that much less resilient (if you can believe it).

The aid curse is on par or worse than the resource curse. It is a killer of human spirit even as it deeply gratifies that of the givers.

Will Enterra get involved? If we see the right opportunity, yes. DeAngelis loves such challenges, even as he remains someone committed to finding a business angle for engagement.

11:08PM

Afghanistan is a chance to teach the Chinese something

Strategic Posture Review: China, By Richard Weitz, World Politics Review, 1/19/2010

Nice piece by Richard Weitz, with a suitable amount of skepticism embedded:

Both admiring and fearful foreign observers have cited the PRC's growing economic, diplomatic, and military power as foreshadowing the advent of "China's century."

Nevertheless, the PRC is replete with contradictions that make the country simultaneously a strong and weak state. Despite its stupendous economic growth during recent decades, China remains a developing country with unprecedented pollution problems, many public health issues, and pervasive social stresses. The PRC is modernizing its military but still suffers from serious defense weaknesses. Foreign dictators may admire how Chinese leaders can combine strong economic growth with ruthless political stability. But the PRC lacks soft-power appeal among many foreign observers, who either feel threatened by Chinese economic strength or else disapprove of Beijing's authoritarian political system, including its mistreatment of ethnic minorities and pervasive repression of civil liberties.

The essence of China's unwillingness--so far--to realistically confront their growing great-power status: they want America's military out of Iraq and Afghanistan and yet remain steadfast about not sending any troops there. With Iraq, that moment has already passed, thanks to the success of the COIN shift. But in Afghanistan, we have the opportunity to teach the Chinese something about themselves and this world, and that reality should most definitely factor into Obama's decisions in the near-term.

We cannot remain in the business of keeping the Gap safe for China's mercantilism. It is simply unsustainable on all sides.

10:24PM

When the going gets tough, the tough go to Israel

WORLD NEWS: "Israel, West Bank Are New Lure," by Sara Toth Stub, Wall Street Journal, 3 December 2009.

Tougher economic times in the West boosts Jewish emigration to Israel. Fine and dandy. Israel is a developed economy and should attract ambitious people in this manner.

Of course, the West Bank's economic revival also attracts Palestinians from abroad. That and the continued Arab birth rate still bode poorly for Israel over the long haul.

But good to see both places become an economic magnet, however scaled.

10:23PM

Many pointing fingers at the WTO

WORLD NEWS: "Blame Goes Global at WTO: Officials at Trade Talks Say Fears of Lost Jobs and Political Fallout Block Progress," by John W. Miller, Wall Street Journal, 3 December 2009.

Interesting chart on protectionist measures taken between Oct 2008 and Oct 2009: EU leads at 90, then Russia (55), then India (51), US (46), Argentina (42), China (29), Brazil (22), Indonesia (20), Kazakhstan (13), Turkey (12) and South Korea (10).

Point being, don't blame the Doha Round stoppage on the US alone, which continues to market bilats aggressively. Poor substitute, according to the paper, but you do what you can in bad times.

10:21PM

Banyan on regional integration in Asia

ASIA: "Come together: The cause of regional integration in Asia faces better odds than in a long while," by Banyan, The Economist, 12 December 2009.

Japan's new PM calls for a sweeping "East Asian Community," echoing the old call by Mahathir (Malaysia) in the 1990s. Meanwhile, Australia's Rudd pushes an Asia-Pacific Community, which presumably allows Western hemispheric collaboration.

The mag weighs in by saying that the first best move down this path would be a bilat FTA between Japan and China, the two biggest economies, creating, by some accounts, $1T in efficiencies (the always reliable Andy Xie). Once set, then you start plugging in the small states, like taking in ASEAN as a whole.

Trying to rationalize the spaghetti bowl of acronym associations first would be too hard, says the mag.

If the new Japanese government goes down this path, this will be the major legacy of the political shift there.

Something to track.

10:19PM

Legos rule! (til about ten)

ESSAY: "The Power of Play-Doh: Forget the Zhu Zhu hamster; In tough times, classic toys still hold their own," by Nancy Gibbs, Time, 21 December 2009.

After all the Harry Potter sets and Indy Jones sets and Star Wars sets, I just finished the massive Lego Town with my two youngest. My dream is to reclaim the ping-pong table before Christmas. Just have two quick Sponge Bobs to slap together.

I started Lego Town in the fall with Jerry, who apparently grew out of the age-range sometime since then, because I had to finish it with Vonne Mei, who's just moving into the prime time.

So yeah, the old games reign supreme until the video versions grab them completely somewhere around ten. Then it's a struggle to break them away for other activities, like running.

But I do make that effort.

The Lego sets remain infinitely cool, and they're a lot of fun to work, giving us hours upon hours of slow conversation.

10:17PM

When the housing crash comes to China, no Chinese will be shocked

COMMENT: "The soap opera of China's housing boom," by Geoff Dyer, Financial Times, 7 January 2010.

When the housing bubble bursts in China, the Chinese themselves will not be surprised. Apparently, the hottest soap opera in China, a bit of a national sensation, focuses heavily on these dynamics:

The most talked-about television programme in China at the moment is a soap opera called Snail House, which offers the viewer sex, corruption and political intrigue. Really, however, it is all about house prices.

The truly extravagant bets are piling up--always a bad sign.

Again, the question isn't "Will it happen or when?" Rather, the most important questions revolve around the popular and political responses.

10:15PM

The oil fund model: making the Gap more like Alaska

ANALYSIS: "From clash to cash: Energy and development; As a scheme pioneered in Alaska inspires African policies, using oil wealth to finance local communities may offer a release from the resource curse," by Tom Burgis and Martin Sandbu, Financial Times, 7 January 2010.

The chronic insurgency in Nigeria's river delta oil area has cost the nation about 40% of its production capacity. The biggest problem? The public feels no ownership of the wealth whatsoever. The proposed solution? Cash distributions to citizens modeled on the Alaska fund, the goal being to create a concerned constituency.

Readers can recall my saluting in Blueprint of a similar effort in Chad regarding an oil pipeline to the coast. The World Bank required its financing would be accompanied by a set-aside fund for national development. The Chadian government made the deal and then simply reneged when the money got to the table, diverting it to military spending.

The possible dimensions: $20 per person per year. Delta inhabitants currently live on about $1.50 a day (between $500 to 600 annual). So we're only talking about a 3% boost, which, at first glance, does not impress.

Yet, something to keep an eye on.

11:59PM

al-Qaeda: failed states r us!

THE FIGHT AGAINST TERRORISM: "Al-Qaeda seeks to make Yemen its safe haven: A Saudi crackdown has shifted the threat to its lawless neighbour," by Andrew England and Matthew Green, Financial Times, 5 January 2010.

The essential dynamics of my spray-for-roaches-in-one-apartment-and-they-simply-pop-up-in-the-next-apartment-over problem:

The growth of the al-Qaeda movement in Yemen is a prime example of the dilemma governments face in confronting global Islamic extremism: one country's crack down can drive the militants next door.

So, not unlike how Israel feels it'll never be safe until state-sponsored terrorism in the region is completely rooted out, Saudi Arabia and Egypt (the two prime targets of AQ) can never and will never feel secure so long as there are nearby failed states to which extremists can flee whenever they institute crackdowns (e.g., Yemen, Somalia and the Horn in general). This is simply the Saudis bumping into the same logic that I adhere to regarding the Gap as a whole: containment (by making oneself super-secure and fencing one's population/economy/etc. off from the bad neighborhoods) will not work, nor will focusing strictly on demonstration cases (even as that's certainly a step in the right direction) like Iraq in the Gulf or Afghanistan in South Asia. Ultimately, your grand strategy must revolve around the goal of fixing the entire system.

Can that be done using Iraq-level efforts? Obviously not. A pol-mil/aid-heavy approach is inherently self-limiting on cost (not to mention sustainable impact WRT official developmental aid), so even in the demonstration/"crucial" struggle points, your process needs to move the situation along--as quickly as possible--toward private-sector opportunities versus the typical public-sector dependencies. [And yes, if your next point is that all the local country will end up with is simply private-sector dependencies/ "enslavement" in the capitalist world scheme/etc., then our conversation can go no further.]

If you want to fix the entire system, then you need to harness the major (and profound) forces of penetration and integration found in globalization's advance. [Again, an ideological stopping-point for a certain class of thinkers whose emotionalism and backward thinking on this subject is not all that different from the local extremists seeking civilizational apartheid as the long-term answer.]

On the surface, this can be caricatured as "our blood for their oil"--a line I have used for shock value. Your shock can thereupon drive your logic in one of two directions:

1. Step away from the initial pol-mil challenge (the classic way my point gets abused by the far Left and Right to justify an isolationist/who-are-we-to-impose-upon-the-world? argument) or

2. Seek to augment your efforts there and elsewhere by reorienting your alliance structures away from those suffering your same limitations and toward those most highly incentivized right now to link up their backend networking/commercialization efforts with your front-end pol-mil-aid responses (which naturally dead-end unless they attract business elements--unless you want to pretend that aid workers and military officers are enough on their own to build up national economies).

The only way such logic appeals (meaning, can be sustained over the long haul) is when you appreciate the underlying grand strategic logic--namely, that America has actively sought to replicate its states-uniting model for decades now (since WWII), has been enormously successful to date, but in that success we have created the reality that any further expansion of globalization's reach and any further extension of its stabilizing rule sets requires that we recognize our limitations to drive/control the process on its own and admit that the West no longer constitutes a sufficient quorum. The accompanying New-Core-sets-the-new-rules logic means that our success going forward needs to be translated into their success in leading globalization's networking function.

Once you accept that, you should be able to accept the logic that says a certain amount of division of labor is good (America more the Leviathan [Why? See anybody else coming up with one any time soon?], other great powers more the SysAdmin) but that, unless we make our Leviathan efforts more subject to the collective will of the relevant great powers, they're simply not going to snap to attention on the backend effort every time we decide some country needs the front-end pol-mil effort. If it's unsustainable for Washington to write checks with its own Leviathan force that its own SysAdmin assets cannot hope to cash all by their lonesome, then the same logic applies to other great powers (i.e., we can't expect them to automatically own every backend/post-intervention effort we care to make).

This is the fundamental realization that led me to construct and propose the A-to-Z system for processing politically-bankrupt states in Blueprint for Action. Naturally, both the primacists and the isolationists on our side recoil from that logic: the primacists are repelled by the notion that America should ever submit such decisions to the approval of the collective, and the serious Lefties are repulsed by the concept that military power should EVER be applied to the promotion of globalization's ends (because they consider it simply a larger version of the inherent "evil" that is capitalism/markets in general).

The middle approach requires that you simultaneously accept that:

1. America will be working with non-democracies (offensive to both extremes) for quite some time (my notion of the usual half-life of single-party states)

2. Our interactions with other great powers will involve the modification of our desired rule sets (compromise!) regarding the change we trigger inside nations when we intervene or simply promote globalization's peaceful advance

3. At the end of the day (meaning, for the foreseeable future), our grand strategic approach must be happy enough with triggering the socio-economic change and being patient on the political end-goals (ultimate democratization)

4. In the foreseeable future, that means we accept that globalization's spread will trigger sufficiently revolutionary socio-economic change that the local populations will feel a certain amount of abuse and that a certain subset will find those changes (esp. WRT women) so reprehensible that they'll fight it tooth and nail--ultimately causing us to, in many instances, simply resort to hunting them down and killing them (the dirty work that nobody wants to do themselves and likewise resent and fear America for doing when it locates sufficient cause [like 9/11] to take up the effort itself), and

5. Over the long haul, our efforts are all about making the world safe enough for capitalism to work its magic (economic liberty) and create the underlying conditions for political liberty to emerge (an eminently bearable burden so long as the New Core's assets and drive are added to that of the Old Core and not set in opposition).

Hardest of all for many Americans to accept: the more successful we are in this grand strategic quest (and yes, we've been IMMENSELY successful to date), the more the world will perceive that success to constitute a diminution of our "power."

Is it crazy for us to allow such defeatist logic to cripple our motivation right now, at this historical moment when our American System-cum-international liberal trade order-cum-globalization is reaching its worldwide apogee? Of course it is.

And when neocons like Krauthammer somehow pretend that we can have our way globally and still hope to hold onto a preponderance of global power, they're being as disastrously self-limiting in their logic as the far Left is in their instinctive hatred of the military-market nexus (which is hardly evil, as it's yielded the glorious national union and--by extension--the vastly improved world we currently inhabit).

The reason why I've spent so much of my life these past several years promoting the concept of grand strategy (at least the expansive way I define it--as in system shaping vice merely winning the struggle in question) is that it's really hard stuff to wrap your mind around. It requires immense patience and the ability to accept sub-optimal outcomes (e.g., markets now, but democracies later) in the near term. It requires your ability to deeply embrace America's role as global leader while working purposefully toward diminishing it (OMG! You expect me to hold both thoughts in my head at the same time!). And it requires a mature appreciation of the military-market nexus (i.e., the warrior exists solely to facilitate the merchant and the merchant cannot survive without the world of security that the warriors create) that eschews the usual ideological nonsense on both political extremes (for the Right, being patient on democracy is too hard; for the Left, admitting that the military is a force for the good otherwise known as markets).

Personally, I have found it impossible to promote this vision from inside the government. That's why I moved to the private sector, where I honestly believe--naïve waif that I am--most of the power in the system is found (and always will be).

A lengthy rant, I know. But one I needed to indulge this morning.

Everybody wants progress by next week and successful conclusion by the end of the year (or certainly by the next election). I don't have that need, cognizant as I am of the fantastic success this vision has already enjoyed (not strictly my vision [puh-leaze!], because I track this thinking all the way back to Hamilton and forward through Clay, Lincoln-Seward, TR and his wise men, Wilson, FDR and his wise men, Nixon and Kissinger, Reagan and Baker and right through the various and sundry globalists found across the Clinton-Bush-Obama administrations) and confident as I am of its looming successes as this emerging global middle class stands up in coming years and decades.

I am most definitely the happy warrior, happiest most in picking my points of career intervention and realizing I've found a tremendous set of partners in DeAngelis (biz partner), Enterra (my workaday home), Warren (my great writing mentor), Posda (the vision-spreading mentor), Gates (the publishing mentor) and Meade (the blog enabler). Toss in the best possible life partner in Vonne (who wisely counsels me along all these lines, plus engineers my personal happiness and that of my family), and I've got no reason to be anything but supremely optimistic.

Would I like my country as a whole to feel similarly? Sure. But let's be realistic there, as our current series of realignments are inherently painful and therefore confidence-sapping.

But back to the triggering article: accepting this dynamic doesn't mean wallowing in some myopic understanding of the tactical, whack-a-mole nature of the day-to-day struggle. On Walt's level of the individual (or the subnational level), that's the inescapable truth. But being reminded of that should only make us more confident to move toward accepting the commensurate logical leaps on the level of states (the reorientation of alliances) and the system level (making globalization truly global by shrinking the Gap). Again, our record of success is our biggest current burden (creating the seemingly high workload), and everything animating globalization today favors our goals and fuels the process, so feeling discouraged is not only unwarranted, it's self-defeating because it blinds us to the simple-but-not-easy (in generational terms) steps we need to take.

Is Obama doing enough in this regard? No. There's too much on his plate and too little in his intellectual cupboard (both personally and across his team). But he's not taking us backward and he is pursuing things that will strengthen us over time.

Beyond that, the system's evolution will--in combination--both take care of the rest and suitably incentivize us toward additional necessary tasks as history unfolds. Ditto for China and the rest of the great powers.

So don't worry, but gear up if you can help in any way. And then enjoy knowing that your work has real meaning.

And . . . I'm . . . spent [he says, casually flinging his laptop to the backseat of Steve's car as we rocket around the Beltway on a sunny, Thursday morning, day four of a five-day East Coast trip that began as an alleged same-day round trip to NYC on Monday].

11:24PM

The Dutch: very aggressive in keeping the employed employed

WORLD NEWS: "A Dutch Formula Holds Down Joblessness: Nation's 'Short-Work' Programs Since Global Crisis Appear a Success, but Some Say Previous Austerity Moves Are the Real Key," by Adam Cohen, Wall Street Journal, 28 December 2009.

Companies hit hard by downturn in demand, but thanks to shared contributions by the companies and government, people are kept in their jobs, waiting for the upturn. Hours get cut, but 85% of your wages beats the hell out of unemployment.

Some of this is due to the conservative biz practices of the companies in question prior to the crisis, but that just fits the overall national model that emphasizes job stability.

So the Netherland go from 2.7 unemployment to only 3.7%. Only oil-rich Norway did better.

Big point: government was aggressive in subsidies to companies to help them keep people in jobs and paid most of their salaries. This everybody-helps-out vibe is said to go back to the old days when a dike failed and everybody rushed over to help put it back in order.

Nice.

11:17PM

Moving past the "failure" of Copenhagen

FRONT PAGE: "Climate change alliance crumbles as accord is labeled 'a great failure,'" by Fiona Harvey, Amy Kazmin, Geoff Dyer and Jonathan Wheatley, Financial Times, 23 December 2009.

COMMENT: "For rich nations, this is not the season for giving," by Alan Beattie, Financial Times, 23 December 2009.

COMMENT: "We should change tack on climate after Copenhagen," by Bjorn Lomborg, Financial Times, 23 December 2009.

OPINION: "A Fast, Cheap Way to Cool the Planet," by Robert Watson and Mohamed El-Ashry, Wall Street Journal, 29 December 2009.

As you know, I don't see Copenhagen (one of my fave cities in the world) as "a great failure." In Great Powers, my economic "grand compromise" was admitting that the emerging global middle class would have its needs prioritized over any crash course WRT global warming--nasty realist that I am.

And this whole notion of the Core just dumping $100b into the Gap to help it adjust? I agree with Beattie: that was just a recipe for waste, fraud and abuse (or the "donor obsession du jour").

So what does my boy Bjorn have to say now?

He says the failure may help spread attention and debate beyond the myopic notion that limiting CO2 is the be-all and end-all answer here:

[At Copenhagen] Anyone incautious enough to suggest that there might be more effective ways of controlling climate change, or that it is simply not politically or economically feasible to try to force a world that gets 80 percent of its energy from carbon-emitting fossil fuels to suddenly change its ways, was dismissed as a crackpot, or worse, a secret global-warming denier.

Exactly where I instinctively stand (thanks, in large part, to Lomborg's analysis): no logic in denying global warming, but little logic in making its prevention our sole focus. I want to control climate change's impact, all right, but there are many pathways on that.

Lomborg:

So I am hopeful that political leaders may finally be ready to face the truth about global warming--namely, that if we are serious wanting to solve it, we need to adopt a new approach. Promising to cut carbon emissions may make us feel virtuous, but that is all it does. If we actually want to cool down the planet, we need policies that are technologically smarter, politically more feasible and economically more efficient.

Scientists are great at diagnosing the problem, but I never would put them in charge of the economics or the politics of "solution."

Lomborg then cites a paper delivered at Copenhagen that showed that, based on current efforts and logical projections, our efforts at going more renewable and less carbon-intensive will get us only halfway toward stable carbon emissions by 2050 and nowhere near it by 2100. The tech won't be robust enough or scalable enough to make a real difference. And giving Gap nations $100B to cope with climate change isn't very smart, because the focus was going to be "the context of meaningful mitigation"--i.e., subsidizing carbon cuts.

In short, Lomborg's saying, why take all this potential R&D money and give to those least able to exploit it?

But what if we put these funds to better use? What if, instead of condemning billions of people around the world to continued poverty by trying to make carbon-emitting fuels more expensive, we devoted ourselves to making green energy cheaper? As solutions go, it is quicker, more efficient and less painful.

Last source just makes the case methane is a better target than CO2, saying it's responsible for 75% as much warming s CO2, but has a shorter life in the atmosphere so its buildup could be more quickly erased.

Methane comes from landfills, sewage systems, coal mines, ag wastes, cattle farms--all of which can be reduced through "end of pipe" technologies that can capture the flow and convert it to useful energy.

Don't know much about the feasibility of this last bit, but wanted it entered into my blog record.

10:32PM

Now they're fighting to build the truck nobody wanted to build--or buy--previously

CORPORATE NEWS: "Oshkosh Army Contract Endangered by Review," by August Cole, Wall Street Journal, 15 December 2009.

The Army never wanted reinforced humvees in the 1990s. They weren't going to do those sorts of Vietnam-like long-term interventions.

So we went to southwest Asia with the Army that the Army wanted to buy--or not buy.

Now, of course, the Army wants armored humvees, in all shapes and flavors (like those now being adapted to mountainous terrain).

And in all that money, the Oshkosh Corp is attracting some serious competition.

The simple reality: make the commitment on Iraq and you commit the force. Once the force is committed, watch the doctrine and acquisition change, slowly but surely (and painfully). Then watch the defense complex adjust, as real-world operations trump preferred industry scenarios.

When I said, in the original Esquire article ("LET ME TELL YOU why military engagement with Saddam Hussein's regime in Baghdad is not only necessary and inevitable, but good. When the United States finally goes to war again in the Persian Gulf, it will not constitute a settling of old scores, or just an enforced disarmament of illegal weapons, or a distraction in the war on terror. Our next war in the Gulf will mark a historical tipping point--the moment when Washington takes real ownership of strategic security in the age of globalization. Italics mine), this is exactly what I meant and it was exactly what I was hoping for. We simply were not built for the age, and the only thing that was going to deliver that sort of broad change was a strategic commitment on the par of Iraq.

Worth it?

The next several decades will tell.

But I will tell you today: making globalization truly global and lifting the remaining hundreds of millions from poverty, like this phenomenon has already done in large portions of Asia and Latin America over the past thirty years, is not just a very good thing. It's America's gift to history, dreamt of first by TR, attempted first by Wilson, and shoved through by FDR's supreme genius and handling of WWII, plus the follow-through by Truman, Ike, JFK, LBJ, Nixon, Ford, Carter, Reagan and Bush.

Across this entire effort, we come nowhere near close to cumulatively losing what we lost in WWII, nor does the world suffer anywhere near the casualties it suffered across that horrendous conflict.

And yet, look at the world we have wrought in the meantime. Absolutely stunning.

Which is why I often say that the U.S. military is the greatest single force for good that the world has ever seen. It held the line against the bad, allowing for its deconstruction, and the universalization of our economic model, to be followed, through our continued success, by the universalization of our political model.

So yeah, getting all our horses pulling in the same direction was/is the toughest part, institutionally and politically speaking. FDR knew that.

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