Our So-Called Foreign Policy: Why Kissinger Comes Up Short on North Korea

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alliances, China, East Asia-Pacific, foreign policy establishment, Henry Kissinger, Japan, missiles, North Korea, nuclear war, nuclear weapons, Our So-Called Foreign Policy, realism, South Korea, The Wall Street Journal

Henry Kissinger’s plan – or at least outline of a plan – to resolve the North Korea crisis is out. And even though the 94 (94!)-year old former Secretary of State and presidential national security adviser has not held public office in decades, you should pay attention because you can bet American leaders in the Executive Branch and Congress are. So are foreign governments (many of which, including China, Kissinger has made millions – at least – “consulting”for).

Kissinger’s approach, laid out in a Wall Street Journal op-ed last Friday, is definitely a cut above the usual (often dangerously misleading) drivel that most commentators have been issuing since North Korea recently demonstrated dramatic and unexpected progress toward being able to hit the U.S. homeland with a nuclear-armed missile. But since Kissinger is a creature of the foreign policy establishment that keeps clinging to an obsolete Korea strategy that is now needlessly exposing the United States to nuclear attack, his proposals ultimately fail to promote and defend America’s interests first, or even to acknowledge the deep splits that must no longer be papered over between U.S. needs and South Korean needs.

The strongest argument Kissinger makes, as I see it, is the suggestion that there’s only one way of persuading China to exert enough pressure on North Korea to achieve Pyongyang’s de-nuclearization, or to start its regime down that road. It’s emphasizing to Beijing that an increasingly powerful nuclear North Korea will inevitably lead other countries to follow suit, and place China in the middle of a ring of nuclear-armed neighbors – many of which are hardly friendly. In other words, Kissinger is identifying an especially compelling reason for China to conclude (finally) that its Korea bottom line must include defanging the North – and quickly, not one of these days.

A public statement of this reasoning also matters because it signals Kissinger’s agreement that preventing nuclear proliferation in Asia may need to take a back seat in U.S. Korea policy to the status quo/establishment position that the United States must bear the main costs and risks (including nuclear risks) of handling North Korea. Not that I doubt the dangers of a regional nuclear arms race. But if that’s the price to be paid for minimizing and possibly eliminating a nuclear to the United States itself, it’s a price that’s a clear bargain. So it’s gratifying to read that Kissinger looks to be in agreement. 

But Kissinger never explains why North Korea would relent absent the kinds of truly comprehensive and strictly enforced economic sanctions whose importance he appears to belittle or dismiss altogether. Instead, he appears to believe that a joint Sino-American statement conveying strong bilateral agreement on the peninsula’s future “would bring home to Pyongyang its isolation and provide a basis for the international guarantee essential to safeguard its outcome.” Unfortunately, nothing publicly known about the North Korean regime indicates that it’s prepared to substitute paper guarantees of its survival for the protection provided by a nuclear arsenal.

Similarly, Kissinger signals support for a solution that would leave Korea divided as at present, but that would trade off de-nuclearization in the North for a permanent ban on reintroducing American nuclear weapons to South Korea (which were removed by former President George H.W. Bush in 1991) and an international agreement prohibiting Seoul from developing its own nuclear arms. But in addition to the “paper promises” problem, Kissinger’s proposal appears to forget that nuclear weapons from anywhere have been included in strategies to defend South Korea in the first place stem from the need to offset the belligerent North’s conventional superiority – which it presumably would still enjoy. So a dangerous military imbalance would be left on the peninsula.

But my biggest complaint about Kissinger’s ideas is the apparent refusal to consider my own favored option – a U.S. military pullout from South Korea (and possibly Japan) that would deny the North any plausible reason to attack the American homeland, and that would force the powerful and wealthy countries of Northeast Asia, which have the greatest stakes by far in a viable North Korea strategy, to take on this responsibility themselves.

The risk? An entire East Asia-Pacific region that’s profoundly destabilized, and even plunged into conflict. The benefit? A dramatic reduction in the odds that a North Korean nuclear weapon would decimate an American city. Or two. Or three. This is even a close call?

Moreover, a U.S. pullout seems to be taboo to Kissinger because he, along with most of the rest of the foreign policy establishment, perversely appears to view protecting allies as being just as important as protecting the United States. What else could be mean when he warns that certain American policies “may be perceived as concentrating on protecting its own territory, while leaving the rest of Asia exposed to nuclear blackmail….”?

Not to put to fine a point on it, but when the stakes involve preventing nuclear warheads from killing possibly tens of millions of Americans, why on earth shouldn’t the United States be “perceived as concentrating on protecting its own territory”? In fact, any American leader with different priorities should be immediately removed from office and banned for life.

So I continue to admire the force of Henry Kissinger’s intellect, his mastery of a wide range of international issues (except economics), and his command of history. Yet I also continue to view him as a paragon of a peculiarly American species: a so-called diplomatic realist who is anything but.

Our So-Called Foreign Policy: The Establishment’s Korea Nuclear Cover-Up Continues

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alliances, allies, Chicago Council on Global Affairs, East Asia, free-riding, missiles, North Korea, nuclear war, nuclear weapons, Our So-Called Foreign Policy, polls, South Korea

If a pollster asked respondents a question on the order of “Would you favor the government handing Americans unlimited amounts of money?” without specifying that “it might destroy the economy,” you wouldn’t take it very seriously, would you? In fact, you’d probably (and rightly) condemn the survey as a con job.

And that’s exactly the reaction you should have to a new “finding” by the Chicago Council on Global Affairs that this year, for the first time [since 1990, when the organization began asking the question], “a majority of Americans express support for using US forces to defend South Korea” if it was attacked by North Korea. According to the Council, moreover, this figure has risen sharply since 2015 – from 47 percent to 62 percent.

If you’re a RealityChek regular, you know why this question is fraudulent. It doesn’t tell respondents that North Korea is terrifyingly close to being able to retaliate against such U.S. military involvement by destroying an American city or two with nuclear-tipped intercontinental ballistic missiles.

In fact, the question doesn’t mention anything about specific consequences for riding militarily to South Korea’s rescue. Even granting that the public realizes that wars are not picnics, the Council’s full phrasing was inexcusably anodyne:

“There has been some discussion about the circumstances that might justify using US troops in other parts of the world. Please give your opinion about some situations. Would you favor or oppose the use of US troops if North Korea invaded South Korea?”

Like the issue was simply being debated in a seminar.

Nor did the Council tell Americans why their country would need to risk blood and treasure to aid South Korea. It’s because, even though the South’s economy is vastly larger than the North’s, and even though the North actions have been threatening for decades, this long-time U.S. protectorate spends a negligible fraction of its wealth on its own defense.

So here’s what the Council should have asked:

“For nearly seventy years, the United States has pledged to defend South Korea militarily from attack by communist North Korea. But this promise was made when it created no risk for the American homeland, when the South was dirt poor, and when Washington feared that communism was on the march worldwide. Now it’s clear the North will very soon be able to launch a successful nuclear attack on the United States if it keeps its promise to the South. Since the alliance was formed, South Korea has skimped on its own defense spending even though it’s become one of the world’s richest countries. And communism is dead as a global military menace. Would you favor or oppose using U.S. troops to defend a free-riding South Korea if the result could be the nuclear destruction of an American city?”

Of course, my phrasing could be toned down. It could also add the argument American trade and other forms of business with economically dynamic East Asia would suffer if major war broke out anywhere in the region (although it’s easy to argue that business with the region has been a big net loser for the American economy), and that so far, the U.S. military presence and commitment have helped keep the peace. And to be fair, the Council didn’t mention any pro-interventionist arguments, either.

But the main point is that it’s hard to imagine any consideration surrounding the decision to intervene in a Korean war remotely comparing with this development: Until recently, Americans could be certain that their own territory would remain unscathed. Now such involvement could kill and maim millions of their compatriots, and turn important metropolitan areas into radioactive wastelands.

As I’ve long written (along with others), the American foreign policy establishment has been so irrationally wed to the country’s alliances that it’s concealed the catastrophic, and sometimes suicidal, (in the case of Europe, where the antagonist has been the Soviet Union and now Russia) dangers they have inevitably created. The only useful information contained in this Chicago Council on Global Affairs Korea finding is that, wittingly or not, this group is participating in the cover-up.

Making News: New Articles Appear on Marketwatch and Lifezette

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alliances, allies, Financial Crisis, Global Imbalances, Lifezette.com, Making News, Marketwatch.com, North Korea, nuclear weapons, South Korea, tariffs, Trade, trade wars, Trump

I’m pleased to report the publication of two new op-ed pieces over the last week.

Today, Marketwatch.com published my column explaining why President Trump should portray any new hard line trade moves as doses of tough love needed to ensure sustainable worldwide growth, rather than narrow-minded America First-type measures.  Here’s the link.

And last Thursday, Lifezette.com ran my call for a thoroughgoing overhaul of the U.S. security alliance with South Korea – before North Korea becomes unmistakably able to strike the American homeland with nuclear weapons.  Read the piece at this link.

And keep checking in with RealityChek for ongoing news of media appearances and other developments.

 

Our So-Called Foreign Policy: At the WTO, Europe Claims a Right to Free Ride

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Airbus, alliances, Boeing, Charles Dickens, Defense Department, EU, European Union, foreign policy establishment, free-riding, NATO, North Atlantic treaty Organization, Our So-Called Foreign Policy, subsidies, Trade, trade law, Trump, World Trade Organization, WTO

Charles Dickens famously observed that the law can be an idiot. Last week’s World Trade Organization (WTO) ruling on U.S. and European Union (EU) aerospace subsidies reminds that American alliance policy can be idiotic – and in a key respect has been for decades. The fault here lies not with the WTO – which is hardly beyond criticism. Instead, the problem entails an American approach to international security relationships that continues a decades-long record of enabling brazen free-riding even under the current U.S. administration – which so far has decried this practice only rhetorically.

Interestingly, the WTO decision last Friday looks like a big win for American aerospace giant Boeing and a big loss for its EU rival Airbus. The trade body ruled as still illegal only one of the original 28 subsidies provided Boeing by Washington state and the federal government that were challenged by Airbus. According to Airbus, the WTO agreed with its allegation that some of the other 27 means of Boeing support were subsidies, but Boeing says that since the ruling determined that these payments had not harmed Airbus, they can remain in place. Airbus disagrees, so expect more litigation.

But here’s what’s completely outrageous. Some of the subsidies Airbus successfully challenged – at least on paper so far – were U.S. Defense Department subsidies. It’s jaw-dropping enough to recognize that Airbus gets military support, too. What’s worse is that so much of the Pentagon money handed over to Boeing (and other defense contractors) has been spent on weapons and other military systems that the United States would not need at all or in such quantity either if Washington hadn’t taken on any role in protecting Europe for decades, or if the Europeans bore anything like an appropriate burden for the own defense.

And don’t forget: For decades, even most U.S. Presidents and other foreign policy establishmentarians who have assign supreme value to continuing current transatlantic security arrangements agree that too many European members of the North Atlantic Treaty Organization (NATO) have been shirking. Talk about biting the hand that shields you.

It’s important, however, to keep in mind who’s mainly to blame. It’s clear that the Europeans deserve no high marks for either gratitude or loyalty. But it’s also clear that their actions can be reasonably portrayed as legitimate efforts to maximize their own self interests – reflecting the equally reasonable judgment that these gambits long have been good bets to succeed.

What the American public needs to ask is (a) why their leaders have handled alliance relationships so ineptly as to have created expectations of free-riding that the WTO case shows are now seen as nothing less than a right to free-ride; and (b) whether the avowedly transactional Trump administration will view the EU defense subsidy charges as a long overdue opportunity to say enough’s enough.

Our So-Called Foreign Policy: U.S. North Korea Policy Remains Dangerously Behind the Curve Despite Signs of Progress

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alliances, Charles Krauthammer, China, deterrence, extended deterrence, Finlandization, foreign policy establishment, Japan, North Korea, nuclear weapons, Our So-Called Foreign Policy, pundits, South Korea, Trump, Washington Post

As I explained last week (not that it’s my insight alone!), America’s leading political pundits enjoy much of their fame (and consequent incomes) to their access to power. Close relations with American and other leaders can turn them into craven establishment mouthpieces when they express their own opinions. But they also enable these commentators to serve as reliable carriers of messages being sent quite deliberately by decision-makers, and by the policy specialists who advise them.

That’s why the latest column from the Washington Post’s Charles Krauthammer was both encouraging and discouraging when it comes to dealing with the growing nuclear weapons threat from North Korea. The good news, if Krauthammer’s piece is any guide, is that the policy community is finally starting to consider some desperately needed outside-the-box ideas for making sure that U.S. policy doesn’t wind up with Pyongyang destroying an American city or two. The bad news is that these same policy specialists and political leaders still don’t have their arms completely around this intensifying crisis.

Krauthammer’s main point seems to be that the United States still has “major cards” to play both against North Korea and against China, whose help President Trump says he’s counting on heavily to either de-nuclearize the North or somehow contain its weapons program to an acceptable degree. Some of them are pretty innovative and constructive, and per my analysis above, if he’s mentioning them, that’s a strong indication that important conventional thinkers and policymakers are mulling them, too.

For example, Krauthammer observes that Washington could ease many of China’s fears about the consequences of regime change in North Korea (which he describes nicely), and spur decisive pressures by Beijing, by “abjuring Korean reunification. This would not be Germany, where the communist state was absorbed into the West. We would accept an independent, but Finlandized, North Korea.

“During the Cold War, Finland was, by agreement, independent but always pro-Russian in foreign policy. Here we would guarantee that a new North Korea would be independent but always oriented toward China. For example, the new regime would forswear ever joining any hostile alliance.”

For my part, I agree that no significant American interests would be compromised or even affected by such a deal.

Maybe even more significantly, Krauthammer seems to be recommending that the United States suggest to China that, if it doesn’t get on the North Korea stick, South Korea and Japan would likely develop nuclear weapons themselves. As he notes, because of the history of brutal conflicts “The latter is the ultimate Chinese nightmare.”

If I’m right, this Krauthammer point signals that American policy toward Asian security (and possibly European security) could be headed for a highly welcome sea change. After all, as I’ve explained, preventing Japan’s nuclearization in particular has been a central goal of U.S. strategy in Asia since the end of World War II. Because a nuclear Japan, or even a conventionally mighty Japan, was thought too likely to return to its warlike ways, American leaders for decades have insisted on handling the job of defending Japan, and incurring many of the greatest risks – including triggering nuclear conflict.

And as you may remember, when candidate Trump suggested during his campaign for the White House that this approach be rethought, he was hammered by the bipartisan foreign policy establishment – including former President Obama – as a dangerous know-nothing.

So the change Krauthammer could be foreshadowing would represent nothing less than a U.S. foreign policy revolution.  It would mean that Washington at long last recognizes that the favorable nuclear balance that for so many years arguably made this policy of “extended deterrence” a reasonable risk is now rapidly changing for the worse. Specifically, as I’ve written, North Korea’s progress toward developing a secure retaliatory force now could be exposing the American homeland to risk that is by definition unacceptable because it’s being borne in order to protect other countries, not the United States itself.

Unfortunately, Krauthammer’s column also may add to the evidence that official and quasi-official thinking on North Korea remains way behind the curve. For example, he seems to recommend that Washington at least implicitly threaten China with the return of American nuclear weapons to South Korea if Beijing doesn’t raise its North Korea game.

Actually, this move would reduce the nuclear threat posed to the United States by war in Korea – by increasing the odds that such a conflict’s nuclear dimension would be confined to the exchange of short-or medium-range weapons whose destructive effects would be limited to the Korean peninsula. North Korea, according to the conventional and, to me, reasonable, wisdom, would continue to be deterred from launching nukes at the United States itself for fear that America would retaliate by using much more powerful intercontinental weapons that could completely annihilate the North (as well as the South).

So what’s the problem? Precisely because it alone would suffer the greatest damage, and precisely because that knowledge would make America likelier to use those short-range weapons in response to an invasion from the North, this strategy has surely become completely unacceptable to South Korea. And you can bet that neighboring Japan isn’t a big fan, either.

The Asian allies would greatly prefer that, if U.S. nuclear weapons are used in a Korean conflict, they be the weapons that shift as many risks as possible to the United States itself – and create the chance that the nuclear dimension of any Korean conflict would be fought literally over their heads. South Korea would also (legitimately) tell the United States that threatening North Korea with instantaneous nuclear destruction if it invades the South is the best way to reduce the chances of that invasion taking place to begin with. In other words, it’s the best way to strengthen deterrence and therefore preserve peace.

I know that for those outside the foreign policy community, these ideas sound completely loony. But they’re exactly the kinds of ideas that had roiled relations between the United States and its allies in Europe for decades, too.

Krauthammer also endorses, at least in principle, the notion of conveying American resolve to the North by shooting down “a North Korean missile in mid-flight to demonstrate both our capacity to defend ourselves and the futility of a North Korean missile force that can be neutralized technologically.”

He’s correct in writing that this option would be safer than a “preemptive attack on North Korea’s nuclear facilities and missile sites [which] would almost surely precipitate an invasion of South Korea with untold millions of casualties.” But what if the shoot-down attempt fails? Wouldn’t that further embolden the North? I sure as heck wouldn’t want to take that chance.

So despite the encouraging signs in Krauthammer’s column, I remain convinced that the Korean crisis is a situation where the only choices for the United States are not between good and bad, or even between bad and worse, but (because of the nuclear dimension) between perversely reckless and downright suicidal. Therefore, U.S. leaders need to capitalize on the only truly decisive asset working on their country’s behalf –America’s great distance from the peninsula – and withdraw as soon as possible the military forces still stationed in South Korea. They have no ability to advance or defend important U.S. interests at acceptable risk, but they have greatly and rapidly increasing ability to drag the nation needlessly into a potentially disastrous conflagration.

(What’s Left of) Our Economy: Trump’s Real China Currency Blunder

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airstrikes, alliances, America First, chemical weapons, China, currency, currency manipulation, dollar, exchange rates, North Korea, nuclear weapons, predatory trade, Syria, Trade, trade barriers, Trump, Xi JInPing, yuan, {What's Left of) Our Economy

What was worst about President Trump’s decision yesterday to let China off the currency manipulator hook (for now) was not the scrapping of a long-time campaign promise it represented. What was worst about the decision was its geopolitical rationale – that is, Mr. Trump’s judgment that major Chinese cooperation in reining in North Korea’s nuclear program could be secured if his administration moderates or delays various efforts to counter Beijing’s trade predation.

Nonetheless, some recent developments also presage reasons for modest optimism that a sounder approach to currency manipulation by China (and other countries), at least, will eventually emerge if it becomes clear Beijing is welshing on this deal.

The president’s new China policy makes least sense from a pure negotiating tactics standpoint. After all, what course of action could now be more tempting than for China to keep stringing America along with promises to get tough on North Korea, and even with token actions suggesting that meat is being put on these bones? Think “Charlie Brown,” “Lucy,” and “football.” And how will the president decide that his gamble has failed?

Moreover, Mr. Trump’s own views of China’s clout with North Korea seem confused, at best. On the one hand, the president must (logically) believe that China can make much more of a difference in resolving the North Korea situation than it’s so far chosen to. Why else would he offer China the valuable benefit of better terms of trade than it would otherwise receive? On the other hand, Mr. Trump said in an interview with The Wall Street Journal “After listening for 10 minutes [to Chinese leader Xi Jinping at their summit a week ago], I realized it’s not so easy. I felt pretty strongly that they had a tremendous power [over] North Korea. … But it’s not what you would think.” So here he’s indicating that Beijing can’t help decisively at all.

Related Trump statements point to another major negotiating No-No: Rewarding interlocutors for steps they would take anyway. The president is now on record as stating that Xi “means well and wants to help” on North Korea. But this confidence raises the question, “Why?” It’s of course possible that Chinese policy has entered a new, more charitable phase. It’s more likely, however, that Beijing is becoming increasingly worried about the situation in its next-door neighbor spinning out of control and triggering a conflict that could go nuclear right on its borders.

Indeed, a recent editorial from its own government-controlled press clearly signals that those dire concerns are China’s main motivator: “China…can no longer stand the continuous escalation of the North Korean nuclear issue at its doorstep. Instead of accepting a situation that continues to worsen, putting an end to this is more in line with the wish of the Chinese public.”

Even more revealing, the same editorial made plain as day that official Chinese nerves have been frayed further by Mr. Trump’s willingness to go-it-alone militarily in Syria (when he ordered airstrikes in the middle of his meetings with Xi), by his threat to take a similar course of action against North Korea, and by his dispatch of a powerful American naval force to Korean coastal waters. In other words, the president’s apparent comfort with using force already has caught China’s attention.

Better yet, some concrete evidence of this success has appeared. China seems to be reducing its imports of coal from North Korea – one of Pyongyang’s few major sources of foreign exchange – and it abstained yesterday from voting on a UN resolution condemning Syria’s government for the chemical weapons use that prompted the U.S. cruise missile attack. Until then, China had vetoed similar UN resolutions. Why, therefore, would Mr. Trump sweeten the supposed deal further with trade breaks?

At the same time, these latest Trump decisions are sending signs about the president’s national security strategy and overall priorities that are equally disturbing. Principally, during his campaign for the White House, Mr. Trump displayed a keen awareness of the burgeoning nuclear risks being run by the United States by maintaining its defense commitments in East Asia. In numerous remarks that were pilloried by an ossified bipartisan American foreign policy establishment, candidate Trump quite sensibly suggested that the United States should transfer much of this risk to the local countries (like China) most directly threatened by the North Korean nuclear program. Yesterday, Mr. Trump endorsed America’s longstanding Asia strategy even though the North can increasingly call the U.S. nuclear bluff on which regional deterrence has been based with forces of its own that can strike American targets.

Even more striking, Mr. Trump’s new quid pro quo has demoted policy options that can deliver major economic benefits to his core voters and the entire U.S. economy (more trade pressure on China) back to their longstanding position subordinate to national security strategies that primarily help other countries (the Asian allies covered by the American nuclear umbrella). Far from the type of America First strategy he touted during his campaign and especially in his Inaugural Address, these new Trump moves add up to an America Last strategy.

All the same, Trump’s new approach could set the stage for improved U.S. anti-currency manipulation strategies should circumstances require them. Although unmistakably disheartening to many trade policy critics, this latest American China currency decision was defensible on its own terms. It’s true that substantial evidence continues indicating that China’s yuan is significantly undervalued versus the U.S. dollar – and still enables producers in China (including those owned by or linked with U.S. and other foreign-headquartered companies) to offer their goods for artificially low prices in markets around the world. Nonetheless, it’s also true that China has permitted its (surely dollar-dominated) foreign currency reserves to drop by about 25 percent since 2011 – largely because it’s been selling those reserves and buying yuan in order to curb worrisome capital flight. In other words, Beijing has been trying to support the yuan versus the dollar, and keep its value higher than it would be were it freely traded.

Yet there’s absolutely no reason for trade policy critics – or the U.S. government – simply to conclude that ambiguous circumstances simply force America to accept the status quo. In fact, such shoulder-shrugging would amount to rewarding China currency cheating that the conventional wisdom now admits lasted for years, and whose cumulative effects continue to undercut the price competitiveness of domestic U.S. manufacturers and other producers.

So what to do? According to at least one press report, the Trump administration is considering revamping currency manipulation policy in ways that would appear to abandon the current, blinkered approach in favor of one that takes these cumulative effects into account. Specifically, a Reuters article last week suggested that one option that’s attracted the administration’s attention would involve lengthening “the time period for reviewing currency market interventions from 12 months to several years, capturing more past interventions by China….” At least logically, this shift would signal recognition that the impacts of these interventions (to suppress the yuan’s value) are dynamic, and long-lasting.

Even better, however, would be to recognize that, important as it’s been because of its effects on prices across the Chinese economy, currency manipulation is only one form of trade predation practiced by China, and that such individual policies can easily frustrate current legalistic countermeasures by virtue of the powerful and secretive Chinese bureaucracy’s ability to turn them on and off at will – often with little more than a phone call. More important, China has successfully used these ploys in the past. And P.S.: Other Asian economies are just as skilled as China’s at pulling off these scams.

In other words, the various mercantile measures used by China and others to distort markets are completely fungible. Dealing with them effectively therefore requires Washington to become much more agile and flexible in response. And the critics need to stop focusing so tightly on currency manipulation and keep the much bigger, more important China and global trade picture in mind.

For the entire U.S. economy has a big stake in the Trump administration putting these changes into effect before Chinese and other countries’ trade predation sucker punches even more of its most productive sectors – whether they interfere with the president’s new North Korea strategy or not. So, in all likelihood, does Mr. Trump’s political future.

Our So-Called Foreign Policy: A Genuinely 21st Century Approach to Asia

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alliances, allies, Asia, China, Cold War, coupling, defense spending, East Asia-Pacific, extended deterrence, free-riding, Japan, Lifezette.com, North Korea, nuclear weapons, Our So-Called Foreign Policy, South Korea, Trade, trade surpluses, Trump, Xi JInPing

Yesterday in a piece for Lifezette.com, I argued that President Trump should ignore the advice he seems to be getting from his more establishmentarian advisers, and from conventional thinkers outside his administration, and focus on economics and not security when he meets Chinese leader Xi Jinping starting tomorrow.

Today, I’d like to spell out some of the assumptions about America’s priorities in the East Asia-Pacific (EAP) region that lead to these conclusions – and why genuinely bringing America’s grand strategy in the region into the twenty-first century is essential to reduce the nation’s vulnerability to nuclear attack and to strengthening its economy.

First, as I’ve long maintained, since the Cold War has been over for nearly three decades, the geopolitical basis for the current American approach to the EAP has simply disappeared. Until 1990, Washington provided a nuclear umbrella for the region and set up alliances for two main reasons. First, the United States was determined to keep Asia’s vast economic power and potential out of communist hands. Second, America resolved to prevent Japan from needing to conduct an independent foreign policy – which U.S. leaders believed would lead to its rearmament and likely reversion to 1930s- and ’40s-style militarism.

Since 1990, America’s goals have remained essentially the same, but one of the rationales shifted. Preventing Japanese rearmament was still (secretly) treated as an imperative. But with the Soviet threat gone and China increasingly integrated into the world economy, the United States began justifying its continued military presence as essential for buttressing the stability needed to keep the region’s economically dynamic countries functioning as major cogs of an increasingly close-knit global trade and investment system. Also reinforcing regional stability would be the continuing protection of South Korea from its bellicose northern neighbor.

The most dangerous problem with this approach is that, although it arguably made sense from the U.S. standpoint when America’s main actual and potential rivals in the region either had no nuclear weapons (North Korea), or vastly inferior and relatively primitive nuclear forces (China), it has become ever more suicidal more recently. For whereas once Washington could credibly brandish a nuclear threat to keep powerful enemy conventional forces at bay while incurring almost no risk of nuclear retaliation against the American homeland, the Chinese and even North Korean have now made major progress towards fielding nuclear weapons both capable of reaching American shores and of surviving U.S. nuclear attacks. As a result, they can now place American cities in mortal danger.

To modify a common Cold War-era saying, Washington has promised to sacrifice Los Angeles in order to save Seoul and/or Tokyo. Has anyone explained to the American people why this potential tradeoff is remotely acceptable – or even sane? Quite the contrary. A literally suicidal strategy keeps getting dressed up in terms that sound either comfortingly technical and abstract (like “extended deterrence”) or even warm and fuzzy (like “coupling”).

Indeed, the latter phrase, upon examination, reveals what has now become by far the least forgivable aspect of American strategy given current nuclear circumstances: The “coupling” of America’s security to its allies’ security was designed to force the United States to risk nuclear attack to protect Japan and South Korea. This aim was accomplished mainly by stationing major American forces right along the North-South Korea border – the Demilitarized Zone – to ensure that they would die during a North Korean invasion and thereby give an American president no real choice but to respond with nukes. The presence of the U.S. Seventh Fleet in Japanese bases and on patrol through regional waters serves the same purpose. That is, the United States surrendered one of the paramount goals of genuine national security since the Atomic Age began – the power to choose whether to involve itself in a nuclear war, or to avoid one. And Washington stubbornly clings to this strategy even though the nuclear landscape has been decisively transformed.

Two related developments make Washington’s acceptance of this risk even less acceptable. First, America’s Asian allies have become more than capable of defending themselves from their enemies. Yet even South Korea, with a possibly deranged dictatorship for a neighbor, has understandably decided to rely on American blood and treasure for its security, and skimped on its military spending. And although Japan has increased its own defense budget and capabilities significantly in recent years, its far greater economic power still justifies the label “free rider.”

Second, precisely because current nuclear circumstances make the American defense guarantee so literally non-credible despite the coupling strategy, the likelihood of Japan and South Korea acquiring nuclear weapons for their own defense rises with each new North Korean missile test and each new Chinese thrust into the South or East China Seas. In other words, if that train hasn’t already left the station, its engines are firing up.

There is, however, an immense silver lining that the supremely unconventional President Trump – unlike many of his advisers – should be quick to recognize: Because the Cold War threats are gone, and because the whole of the EAP relies so heavily on net exports – especially to the United States – for its growth, America no longer needs to worry about a foreign power controlling the region politically.

This development is of course most relevant to America’s China strategy. It means that even if Beijing established unquestioned hegemony in its backyard, China and all of its supposed new vassals would still desperately need to access the U.S. market. The flip side of this proposition is just as crucial: America’s paramount interests in the EAP are economic – ensuring adequate access to Asian markets, and safeguarding American domestic businesses and their employees from predatory Asian trade practices. Further, the best way to achieve these goals is by wielding economic, not military, power.

A U.S. China and Asia policy reflecting these trends – and other generally ignored regional realities that increasingly have been staring obtuse establishment analysts in the face – would make for a dramatically different agenda for this week’s China summit than has apparently been laid out. For example, President Trump has indicated that he will press China’s Xi harder to use his leverage on North Korea to curb or even end the latter’s nuclear weapons program, threaten to attack the North militarily if China doesn’t step up, but ease up on trade pressure if Beijing goes with the American Korea program.

Far better would be for Mr. Trump to recognize that this position raises the prospect of accepting continued Chinese trade predation as long as China even holds out the prospect of providing a North Korea assist; that even if North Korea’s nuclear weapons can’t hit American territory yet, a war with its regime could terribly bloody America’s conventional forces in the Pacific along with allied civilian populations; and that whatever nuclear threat to the United States faces from the North stems not from any intrinsic desire to attack America, but from continued U.S. military involvement in a decades-long Korean civil war that has only been suspended since 1953.

Modernized American priorities would enable the president eventually to tell his Chinese counterpart that the United States is greatly lowering its military profile in Korea, and that however China decides to deal with its dangerously predictable neighbor will be fine with Washington. But since both the Chinese and especially American allies would need time to prepare for this transition, and since a premature announcement would only embolden North Korea, Mr. Trump should simply downplay the subject at the summit, convey these messages privately as soon as Xi leaves, and let the transition begin before going public. A similar approach should be taken toward territorial disputes in the East and South China seas.

Having freed himself to focus on trade and other economic issues, the President should tack away from the conventional wisdom in this sphere, too. Specifically, he should acknowledge that the main lesson of long years of U.S. China trade diplomacy is that there’s no longer any point in negotiating trade agreement with Beijing. The Chinese record of breaking their promises is too long, and even an administration determined to monitor and enforce trade deals would face a formidable challenge in keeping track of conditions in China’s gargantuan industrial complex.

Instead, Mr. Trump should keep the discussion general and thank Mr. Xi for coming such a long way. Then once all the photo-op moments are finished, and he’s departed, the administration should develop a list of Chinese goods that represent especially egregious examples of trade predation (either in the Chinese market or the U.S. market, and impose unilateral tariffs on them. The president should specify that the list will keep growing until he receives reliable information that the Chinese have not only dropped trade barriers, but have compiled a serious track record of keeping them low – which will of course take several years to demonstrate. He should make clear that his own administration will be judge, jury, and court of appeals for any Chinese claims of compliance. And he should then let Mr. Xi know that he’s looking forward to their next meeting – and would of course be happy to come to Beijing.

Our So-Called Foreign Policy: America Still Playing Uncle Sucker on Asian Security

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alliances, allies, Asia, China, deterrence, Japan, Kim Jong Un, national security, North Korea, nuclear weapons, Our So-Called Foreign Policy, Russia, South Korea, Trump

If you want the clearest possible explanation of why America’s longstanding national security strategy in Asia is increasingly, jaw-droppingly, and – worst of all – needlessly dangerous, check out what China’s foreign minister just said about the growing North Korea nuclear missile threat Washington has been coping with, and then look at a map.

According to top China diplomat (at least by title) Wang Yi, the United States and North Korea “are like two accelerating trains” speeding toward “a head-on collision.” Pyongyang is developing ever more potent nuclear weapons that are ever more capable of hitting American territory. So that – along with the scarily erratic nature of the North Korean regime – explains the “dangerous” part. The map explains the “needless” part.

So take out (or look up) your atlases. You’ll see that the United States and North Korea – the countries on that collision course – are slightly less than 6,900 miles apart. Now look at some of the countries that Wang evidently believes aren’t on a collision course with North Korea leader Kim Jong Un. China itself is right next door. So is South Korea. And Russia. Japan is less than 800 miles away. Why are they, unlike geographically remote America, seemingly lumped into the bystander category?

The (intimately related) reasons: First, the United States has significant military forces stationed nearly along the Demilitarized Zone dividing North from South Korea, along with other major deployments in Japan. And don’t forget their family members! In other words, the Americans in Korea will be sitting right in the way if much stronger North Korean forces invade the south. And the Americans in Japan are exposed to Pyongyang’s missiles, as North Korea’s latest test launches have again made all too clear.

Shocked? You shouldn’t be. That’s the idea. If North Korean aggression kills large numbers of Americans, and showing signs of succeeding, a U.S. president will face strong pressure to respond by using nuclear weapons against Kim’s military and country.

As I’ve written repeatedly, until the last few years, this strategy was defensible. Not only were North Korea’s nuclear forces greatly inferior to America’s, but they lacked the means to hit the United States. So the threat of U.S. nuclear weapons use was, reasonably, judged to be a prudent policy that would deter any North Korean aggression in the first place, and thereby ensure the security of both South Korea and Japan without risk to the American homeland.

But as I’ve also written repeatedly, North Korea’s nuclear program is steadily moving toward being able to strike the United States. So the risks to Americans posed by this strategy are way up – and sure to rise even higher. Worse, the North Korean forces are thought to be increasingly survivable. That is, they’re either mobile and/or well hidden enough to prevent Washington from having much confidence of destroying them all either in a preemptive first strike, or an attack on North Korea launched in response to any invasion. As a result, even if America’s own nukes destroyed North Korea, whichever of the latter’s leaders escaped this fate could order a revenge attack.

And the second reason why the United States alone is (rightly) described as one of the two oncoming trains is that for decades, Washington has actively discouraged Japan and even South Korea from fielding the forces needed to deal with North Korea on their own for fear that one or both countries would build their own nuclear forces in response, and thereby “destabilize” the supposedly crucial East Asia-Pacific region still further. The United States also remains determined to prevent Japan from becoming a serious and independent conventional military power, too, which allegedly would increase the odds of it returning to its aggressive, militaristic past. So U.S. leaders have decided to bear the lion’s share of the burden and danger of keeping North Korea (and China) at bay.

Since this policy now means that protecting Asian allies could mean the annihilation of American cities, it’s clearly time for Washington to admit the danger, get out of the way, and let the region’s countries handle the North Korea problem. This goes double since Japan, South Korea, China, and Russia are amply capable economically and technologically of building the militaries that can get the job done.

Two closely linked objections that have been raised since this American strategy was born in the aftermath of World War II will surely be raised again. The first is that such a U.S. withdrawal could produce not only reasonable defense buildups by Asian powers, but – because so many have historically fought and mistrusted one another – heated conventional and nuclear arms races. The second is that such competitions would backfire big-time on the United States, largely because Asia is so economically critical to America.

What the stand-patters don’t seem to get, however, is that precisely because American policy looks so positively suicidal – and non-credible – to the allies in particular, a growing chorus in Japan and South Korea is urging nuclear-ization anyway. I’ve reported previously on such developments, and just yesterday came new calls for such capabilities. As the North Korea nuclear forces get better and better, expect further widening of this divide between America’s policy rationale on the one hand, and entirely understandable Asian mistrust on the other.

As for the economics, even if trade and investment with highly protectionist Asia were a winning proposition for the United States (and it’s not by a long shot), it’s going to get increasingly dicey for American leaders to keep insisting that it’s important to risk nuclear attack on the homeland to make sure that U.S. businesses can make some more money in the region.

In that vein, however, it remains troubling that even the most detailed reporting lately on the mounting North Korean threat keeps omitting the fact that the United States faces greater and greater dangers from Pyongyang not because it’s protecting itself. After all, existing U.S. policy of responding with nuclear arms to a direct nuclear attack from North Korea (or any country) on its own territory is as credible a deterrent as is possible (even against arguably lunatic enemies). Instead, the United States faces this nuclear dangers because it’s protecting allies that it’s been encouraging to free-ride on its defense guarantees.

Equally troubling – even though Donald Trump pointed out most of these Asia alliance-related problems during the campaign, he now seems determined to preserve the policy status quo. If I didn’t know better, I’d conclude there’s a conspiracy of silence.

Our So-Called Foreign Policy: Who are the Real “Hot Heads”?

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alliances, allies, America First, Asia, China, Cold War, establishment, Europe, foreign policy, foreign policy establishment, globalism, H.R. McMaster, internationalism, interventionism, Jim Mattis, Jonathan Stevenson, national security adviser, NATO, NATO expansion, North Korea, Obama, Our So-Called Foreign Policy, Populism, Russia, Stephen K. Bannon, The New York Times, Trump, U.S. military, Vietnam

The Mainstream Media remain useful as a mouthpiece for an American political establishment that retains all too much power to frustrate Trump-ian – and other populist – impulses. So it’s vitally important to identify and evaluate emerging narratives they’re trying to propagate. And one that’s been especially prominent – and pernicious – is the habit of dividing the president’s top aides into the voices of reason (my term) and the “hot-heads.” A great example of this habit and the dangers it can foster, is Jonathan Stevenson’s February 21 New York Times column on President Trump’s appointment of Lt. Gen. H.R. McMaster as his new White House national security adviser.

According to Stevenson – a national security veteran of the Obama administration – McMaster is a welcome addition to the voices of reason. In particular, his selection is portrayed as combining with that of former general Jim Mattis as Defense Secretary to strengthen a firewall against the “hot heads” (Stevenson’s term) that also have Mr. Trump’s ear.

Part of the reason Stevenson likes McMaster and Mattis et al is that he believes they will oppose “pointlessly disrupting” strategies and positions that he and many other establishment-arians (on both sides of the aisle) view as successes, or the best possible approaches – like the “One China” policy, the Iran nuclear deal, and immigration initiatives that seek to admit more refugees and other newcomers from the Middle East in hopes of winning hearts and minds in the Islamic world. I personally don’t agree with the Stevensonian/establishment view, but reasonable people can legitimately differ on these matters.

What’s much less reasonable, and genuinely dangerous, is Stevenson’s other reason for liking the world’s McMasters and Mattis’, and disliking its Stephen K. Bannon – the Trump aide who he and so many others view as a quintessential extremist and populist hot head. As the author sees it, McMaster is one of the national security professionals who will help make sure that American diplomacy won’t be unduly influenced by Trump-ists like Bannon. These ostensibly shallow, narrow-minded politicos supposedly see foreign policymaking not as an exercise in advancing and safeguarding the country’s most critical interests, but simply as a means of boosting or protecting a president’s popularity.

Although foreign policy can never be entirely separated from domestic politics – and in a democracy, shouldn’t be so separated – over-politicization can of course produce disaster. But Stevenson’s main historical example (the gradual escalation of the Vietnam War), and his analysis of the Trump administration, get literally everything important wrong. For example, two of his leading Vietnam villains (and those of Gen. McMaster) are then Defense Secretary Robert S. McNamara and then national security adviser McGeorge Bundy. But far from being politicians who had any experience with the electoral process, or any apparent interest, they were quintessential establishment mandarins. In fact, it was their catastrophic advice that (rightly) turned “the best and the brightest” into a term of contempt.

The substance of their advice – chiefly, the championing of gradual escalation – can be faulted, too. But as Stevenson glosses over, this strategy enjoyed wide backing in the military, and not only among a group of military chiefs who McMaster and Stevenson dismiss as “inordinately politicized.”

Much more important, however, the fundamental mistake behind the Vietnam disaster was not the specific set of military tactics chosen, but the strategic decision to intervene militarily in the first place. And this choice reflected the strong internationalist consensus across the foreign policy establishment that, in the face of the Cold War community threat, every square inch of the globe had to be treated as a vital American interest, whether it held any specific geopolitical or economic significance to the United States or not.

Now fast forward to the present. Who’s more likely to embroil the United States into a needless military conflict that could spiral into a complete debacle? Mere “politicos” like Bannon – and his boss – who have complained (most recently in the Inaugural Address) that America has too often “defended other nations’ borders while refusing to defend our own”? Has “spent trillions of dollars overseas while America’s infrastructure has fallen into disrepair and decay”?

Is a new Vietnam really what can be expected from a president who has declared, “We will seek friendship and goodwill with the nations of the world – but we do so with the understanding that it is the right of all nations to put their own interests first.

“We do not seek to impose our way of life on anyone, but rather to let it shine as an example for everyone to follow”?

For my money, I’d bet on the genuinely reckless foreign policy moves being advocated by figures from an establishment that, in the wake of Mr. Trump’s election, is doubling down on its support for internationalism – and therefore for the indiscriminate interventionism that logically follows from it. Indeed, lately this allegiance to internationalism has even blinded the establishment to rapidly mounting dangers from the pillars of post-World War II foreign policy – America’s security relationships with Europe and Asia.

In the former region, a completely unnecessary expansion of the North Atlantic Treaty Organization (NATO) to include former Soviet republics and other nearby countries has committed the United States to protect lands that can be defended only by he threat of using nuclear weapons even though they have never been viewed as vital interests. In the process, of course, this NATO expansion has triggered a military and paramilitary reaction by Russia that has all of Europe on edge.

In Asia, America’s two likeliest adversaries – China and North Korea – are rapidly becoming capable of offsetting the nuclear weapons edge that has enabled Washington to protect countries like Japan and South Korea with little risk to the U.S. homeland. Ever more powerful nuclear forces now mean that Beijing and Pyongyang can use the credible threat of destroying American cities to deter U.S. military responses to any aggression they undertake.  (See this post for more detail – and for powerful evidence that Mr. Trump recognizes both problems.)

Indeed, in this respect, erring on the side of caution would involve President Trump siding with the America Firsters like Bannon – whatever short-term disruption their recommendations would bring – against the McMaster portrayed by Stevenson, and other establishmentarians he comfortingly but misleadingly labels as guardians of policy “stability.” That’s the last result that Washington will get from defining or simply wishing away lessons that have stared the nation and its leaders in the face for decades.

Following Up: Growing Asia Nuclear Policy Risks Remain Hidden from Americans

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"The Interview", alliances, allies, deterrence, Donald Trump, extended deterrence, Following Up, Hillary Clinton, Japan, Kim Jong Un, North Korea, nuclear weapons, Obama, South Korea, Team America: World Police

If a longstanding policy U.S. foreign policy position strongly endorsed by the nation’s bipartisan political leadership was steadily becoming a major nuclear threat to the American homeland, and the mainstream media and chattering classes at best glossed over the threat, wouldn’t you start wondering if they were in cahoots with each other against the interests of the mass public – and dangerously so?

Well it’s hard to read the coverage of North Korea’s latest nuclear weapons tests and reasonably reach any other conclusion.

Over the last month, North Korea has fired missiles and set off underground nuclear explosions that revealed major progress toward the goal of developing nuclear weapons capable of hitting American territory. Yesterday’s bomb test prompted a statement by President Obama that condemned the dictatorship of Kim Jong Un, and did refer to implications for the United States:

“”Today’s test, North Korea’s second this year, follows an unprecedented campaign of ballistic missile launches, which North Korea claims are intended to serve as delivery vehicles for nuclear weapons targeting the United States and our allies, the Republic of Korea and Japan. As Commander in Chief, I have a responsibility to safeguard the American people and ensure that the United States is leading the international community in responding to this threat and North Korea’s other provocations with commensurate resolve and condemnation.”

But he didn’t make clear the real reason that the rapidly emerging new North Korean nuclear capabilities endanger America. It’s not, as someone who knows the Pyongyang regime mainly from blackly comedic portrayals in Hollywood films might suppose, because its current leader and his father were homicidal maniacs insanely plotting global conquest or bent on triggering a worldwide nuclear holocaust. (Think Team America: World Police or The Interview.)

Not that anyone can dismiss this possibility with great confidence, given the North’s erratic behavior and how little we know about it. But from a purely strategic standpoint, if Pyongyang really is seeking world domination, unless a preemptive strike is seen as a promising option (and as reported in RealityChek, at least one respected defense consulting firm doesn’t agree), the United States is already doing everything that can plausibly be done to deter the threat. It’s maintained nuclear forces of its own fully able to wipe the North off the map, and whose threatened use would be credible because America’s own survival would be at stake.

And logically, but worrisomely, if Kim really is insane, and harbors suicidal tendencies, there’s literally no deterrence strategy with high odds of succeeding.

So it should be clear that an unprovoked intercontinental bolt from the blue is not what’s on the president’s mind, or those of other foreign policy specialists who are so alarmed by the latest news.

Instead, what Mr. Obama and the rest of the foreign policy establishment’s political, policy, and media wings fear is that North Korea’s improving forces threaten America’s decade’s long commitment to defend U.S allies in East Asia with nuclear weapons. Specifically, as RealityChek regulars know, a pledge that was arguably prudent when the North lacked any nuclear weapons, or still showed no potential of reaching the United States proper, has become anything but prudent if it could result in the destruction of an entire American city. Two. Or more.  

Worse, the North – as well as China – also has been making progress in building what strategy specialists call a secure retaliatory capability.  That means nuclear forces standing a good chance of remaining at least partly functional even if the United States tries to take it out. 

Current U.S. policy looks even less defensible given that America’s allies in the region have ample resources to build the militaries needed to repel any conventional attack by North Korea, and that Washington has long maintained its nuclear umbrella in order to prevent South Korea and Japan from going nuclear themselves. Inadequate allied military spending provides ever greater fuel for charges that American leaders are risking their own countrymen’s safety in order to protect defense deadbeats. And as even the establishment media has begun to report, the non-credibility of the United States vowing to incur nuclear risks on behalf of others has voices in allied countries more earnestly talking about their own nuclearization.

According to President Obama, America’s most sensible course of action is to reaffirm existing policy: “I restated to President Park [of South Korea} and Prime Minister Abe [of Japan] the unshakable U.S. commitment….to provide extended deterrence, guaranteed by the full spectrum of U.S. defense capabilities.” Translation into plain English: Despite the mounting threat to America itself, the nuclear umbrella remains up.

Democratic presidential candidate Hillary Clinton believes that the North’s new steps require a “rethinking” of U.S. North Korea policy, but only in the sense of strengthening sanctions aimed at denuclearizing the North, and pursuing the kinds of negotiations that resulted in the deal to delay Iran’s acquisition of nuclear weapons. She made sure to add that she would “back allies in the region, including South Korea and Japan,” an Associated Press account reported.

I would be the last person to insist that these positions are by definition out of bounds. Although I strongly disagree, it’s entirely legitimate to conclude that maintaining the (so far peaceful) status quo in East Asia is worth accepting some degree of risk for the American homeland. What should be out of bounds is Washington’s continuing determination to conceal these risks from the American people – with the cooperation of most of the Mainstream Media.

Even the few reports of the North Korea tests and their implications that both mentioned the increasing threat to the United States, along with some relationship to its alliance policy and to America’s deterrence strategy, did so only the most oblique, abstract ways. (See here and here for examples.) None of them explained that, when the North did develop intercontinental strike capabilities, it would remain American policy literally to risk Los Angeles or San Francisco or Chicago or New York or Washington for Tokyo and Seoul.

Again, the point is not that this risk shouldn’t be taken. It’s that no one has made the nuclear attack realities clear to the American people, and then asked them if they approve.

Of course, there has been one political figure who’s called America’s nuclear commitments to its allies into question. That’s Republican presidential candidate Donald Trump. And of course, thanks to Mainstream Media coverage, we all know what a lunatic loose cannon he is.