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Our So-Called Foreign Policy: A Call to Return to Failed U.S. China Strategies

02 Tuesday May 2023

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, allies, Barack Obama, Biden, China, Donald Trump, engagement, FOREIGNPOLICY.com, George W. Bush, Indo-Pacific, intellectual property theft, Michael J. Green, national security, Our So-Called Foreign Policy, Paul Haenle, tech transfer, TPP, Trans-Pacific Partnership, World Trade Organization, WTO

When it comes to China-related issues in particular, supposed American experts who have long completely missed the mark have developed a head-exploding habit of assuming that they have anything useful to say on the matter going forward. Here’s a recent example.

Now these failed economic and foreign policy establishmentarians have hit new heights (or is is “depths”?) of chutzpah. As laid out in this article last week on FOREIGN POLICY magazine’s website, two typical figures are now attacking President Biden’s approach to the People’s Republic for taking too Trump-ian a turn, and blaming his alleged mistakes on learning the wrong lessons from the records of pre-Trump Presidents.

Whereas both the Biden and Trump teams, they write, have accused their predecessors of naively assuming that “engagement would lead to a democratic and cooperative China,” in fact, since the initial Nixon Era opening to Beijing, American leaders have fully understood that China’s democratization could never be a foregone conclusion, and have always “combined engagement with strategies to counterbalance China through alliances, trade agreements, and military power.” In other words, far from being disastrously pathetic failures, America’s pre-Trump China policies were actually as successful as was humanly possible,  And current leaders should emulate some of their principal choices. 

Even the administrations of George W. Bush and Barack Obama, they continue, which faced a China whose wealth and power had begun growing stunningly, had foreseen the possibility of Beijing turning more aggressive, and responded to warning signs exactly as events prescribed. Further, their decisions to stay on an engagement track as well were entirely shrewd and responsible. After all, major potential benefits could still plausibly be expected – because during those years, “the question of how China would use its growing power was open to shaping.”

Indeed, say authors Michael Green (a former Bush-ie) and Paul Haenle (previously both a Bush-ie and Obama-naut), a harder line at that time would have amounted to a policy of “strangling China” that also would have been opposed by major allies and the American people, “both of whom mainly saw China as a partner [and] would not have supported containment and decoupling.“

All that went wrong was that that darned current Chinese dictator Xi Jinping assumed power and, well, just ruined everything with his belligerently expansionist aims and actions, and his reversal of much Chinese economic liberalization. The 2008-09 financial crisis didn’t help, either, according to Geen and Haenle, because it convinced Beijing that “the West was declining and the East is rising.”

All the same, say Green and Haenle, the Biden administration should

>recognize that the two immediate pre-Trump presidents had the security side of China policy fundamentally right with their strategy of maintaining and strengthening U.S. alliances with major Asian countries (an odd recommendation since that’s what Mr. Biden is already trying to do); and

>on the economic side, “reconstruct some of the economic statecraft that underpinned U.S. strategies toward China in the past” – principally reviving the World Trade Organization (WTO) as “an important tool to hold China to account” for its predatory practices and joining the current version of the Trans-Pacific Partnership (TPP), which can “bring the weight of almost two-thirds of the world economy to the table in demanding reciprocal agreements from China” and “force Beijing to play by the rules or lose hundreds of billions of dollars in trade as tariffs and market barriers among the rule-abiding economies went down.”

But these arguments only strengthen the case that Green, Haenle and their ilk should be kept as far away as possible from U.S. policymaking toward China.

Regarding security issues, their contention that Bush-Obama hedging was responsible and understandable ignores all the ways in which China had been undercutting U.S. national security interests long before the Age of Xi began in 2012. For example, it played a key role in creating Iran’s nuclear weapons program starting in the mid-1980s. It’s been a major supporter of North Korea’s economy – and therefore an enabler of Pyongyang’s nuclear weapons development for decades. And it’s beefed up its military presence in the South China Sea – including island grabs that violate international law – for nearly as long.

And Green and Haenle seem to need some improved calendar-reading skills, as financial crisis-borne hubris to which they attribute much of Beijing’s recent bellicosity dates from 2008-09 – three to four years before Xi became China’s top leader. Against this backdrop, it’s glaringly obvious that, judged by actual results, the various hedging statements and even counter-measures mentioned by Green and Haenle counted for exactly squadoosh.

In addition, there’s compelling evidence that the Chinese thought so, too. As I reported in 2018, a former U.S. Chief of Naval Operations (the Navy’s senior-most officer) has stated that his Chinese counterpart told him that “he thought the United States would have a more forceful reaction when China began” one of its key island-building phases during the former’s tenure – during the Obama years.

P.S. – this behavior doesn’t exactly jibe with the notion that Beijing was blown away by Bush-Obama alliance-rallying, either.    

If anything, the Bush and Obama China economic policies were worse, at least in terms of long-run security impact. Both presided virtually passively as

>China’s economic predation helped produce trade surpluses that put literally trillions of dollars at Beijing’s disposal to devote to its military buildup and prevent any guns versus butter tensions from emerging;

>China stole intellectual property seemingly at will, which supercharged weapons development, too; and

>U.S. multinational companies felt perfectly free to transfer cutting-edge defense-relevant technology to Chinese partners that were first and foremost agents of the Chinese state, and to teach perhaps hundreds of thousands of Chinese employees and students how to use this knowhow – and ultimately how to develop more on their own.

As for the authors’ economic recommendations, they’re simply laughable. The TPP, after all, contained a wide-open back door through which goods with lots of Chinese content could enter the proposed free trade – largely because none of the other TPP signatories wanted to disrupt production chains in which China plays a key role.

Meanwhile, that robust China-Asia/Pacific trade and investment, plus the difficulty that Mr. Biden has run into in mobilizing support outside Europe against Russia’s invasion of Ukraine is telling all but the willfully deaf that the United States will suddenly become able to increase the WTO’s effectiveness against China’s mercantilism. 

As Green and Haenle suggest, being able to learn from both mistakes and successes is one of life’s most valuable skills.  Sadly, all that their article demontrates is either that they can’t tell the difference, or that they stubbornly refuse to.

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Following Up: Why the U.S.-South Korea Summit Was Incredibly Weird I

30 Sunday Apr 2023

Posted by Alan Tonelson in Following Up

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Alan Beattie, alliances, allies, Biden, China, deterrence, extended deterrence, Financial Times, Following Up, Indo-Pacific, North Korea, nuclear weapons, realism, reciprocity, sanctions, semiconductors, South Korea, technology, Yoon Suk Yeol

Consistent with cutting-edge astro-physicis – and the last few decades of Marvel comics story-telling – I’m sure that among all the infinite number of universes in a “multi-verse” comprising creation, there’s one in which South Korea somehow genuinely has no reason to believe it has any obligation to comply with U.S. wishes in exchange for protection against complete destruction or enslavement by fanatically totalitarian North Korea.

I’m also sure that that universe isn’t the one we inhabit. Which is why it’s so whacko that Financial Times columnist Alan Beattie begs to differ, and that his editors evidently had absolutely no problem with this argument. And that’s only the lesser of two jaw-dropping new developments related to last week’s summit between President Biden and his South Korean counterpart Yoon Suk Yeol, which I analyzed in this post. Nonetheless, that’s the focus of today’s post. Tomorrow’s will deal with the second.

To be clear, I’m not contending that the South Koreans should be grateful to Washington for anything.

As a self-styled foreign policy realist, I’ve long held that countries can be counted on to act first and foremost in their own self-interest, and indeed should – in fact, unapologetically. I’ve taken many of my cues here from the Founding Fathers, who also considered the world to be far too dangerous to ground strategy in considerations of sentiment. So that puts me in pretty good company IMO. 

Moreover, South Korea is emphatically no exception, first because it lives in an exceptionally dangerous neighborhood; and second, because as I explained last week, its semiconductor manufacturing prowess gives it some clout vis-a-vis the United States.

Nor am I arguing that the U.S. commitment to defend the South has ever stemmed from anything other than a regard for its own security or independence or prosperity – even though I’ve disagreed until very recently (because of semiconductor manufacturing-related national security issues) with this characteristically globalist definition of national interest.

Instead, I’m arguing that, given the decision by Washington to protect the South even though its strategy of extended deterrence has recently exposed the United States to the risk of nuclear attack on the American homeland, it’s entirely reasonable for America to seek some South Korean help in meeting a different challenge. In this case, it’s helping Washington limit the technological progress that could enable China to attain military parity – and at some point even superiority – over the United States, and thereby undercut declared vital U.S. national interests throughout the Indo-Pacific region and even beyond.

But Alan Beattie? He writes that it’s “galling when Washington expects you to take economic hits for geopolitical gains when it’s not always willing to do the same itself.”

One fatal flaw in Beattie’s argument is the claim that the United States is asking South Korea to sacrifice some earnings (resulting from the major revenues it earns by supplying semiconductors and other high-value inputs to China’s huge electronics industry) without offering to pay any price for containing China itself.

What he ignores is how the Biden administration tough’s curbs on the investment and operations of America’s own semiconductor and chip-making equipment companies are costing them economically, too. Instead, he focuses on the electric vehicle manufacturing provisions of the Inflation Reduction Act, which require South Korean auto companies to produce key components in the United States in order to qualify for subsidies.

Yet these provisions apply not only to all foreign auto-makers, but to America’s as well.  And even if they were being applied in a blatantly discriminatory manner, however, it’s not as if South Korea wouldn’t still be getting a heckuva deal from its alliance with the United States. Beattie blandly describes the benefits to the South as “maintaining relations with the US….” Of course, as I stated above, it’s really about its national freedom and very survival.

Again, as a realist, I respect South Korea’s right to define its own interests however it wishes, and to act accordingly. But should I – or anyone – agree with Beattie that Washington’s desire for some South Korean reciprocity is “galling,” or excessively steep? It sounds like Beattie’s actual position is that any U.S. effort to leverage its commitment to defend South Korea is unreasonable – especially if it might interfere with the decades of hyper-globalization that the author tends to lionize uncritically, even though they’ve unmistakably fueled the dangerous rise of Chinese power. Can that be a serious basis for conducting diplomacy?

But from Beattie’s scathing tone, it’s also apparent that he’s condemning this kind of transactional approach to foreign policy for deeply personal reasons as well – likely the transparently childish view that the United States, or maybe just the Anglo-phone countries, should be above this sort of crassness, and that even if international relations aren’t comparable to a sporting event, where the real world stakes are modest, they should act as if they are – whatever the risks.

Thankfully, the Biden administration is steadily (though not fast enough for my tastes) thinking in more adult terms and recognizing – like the Trump administration before it – that one-way-street alliances no longer make sense from America’s standpoint (if they ever did). In this instance, moreover, South Korea could easily conclude that containing the tech prowess of a gigantic totalitarian and increasingly aggressive neighbor serves its own interests quite handily, too.

Tomorrow’s post will describe that aforementioned even more befuddling – and possibly more worrisome – consequence of the Biden-Yoon summit.

P.S. Full disclosure:  Beattie has blocked me on Twitter because he believed that my stances on immigration policy partly reflected anti-Muslim prejudices. So clearly he’s not my favorite journalist.  

Our So-Called Foreign Policy: Biden Keeps Widening That Dangerous Lippmann Gap

20 Monday Mar 2023

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, Biden administration, China, defense budget, Defense Department, inflation, Lippmann Gap, military, nuclear weapons, Our So-Called Foreign Policy, Russia, Taiwan, Trump administration, Ukraine, Ukraine War, Walter Lippmann

As made clear by its latest proposed defense budget, the Biden administration is creating an ever more serious Lippmann Gap problem – and courting greater and greater threats to U.S. national security in the process.

As known by RealityChek regulars, this term refers to a danger warned of by twentieth century philosopher and journalist Walter Lippmann – who argued that a country whose foreign policy objectives were exceeding the means at its disposal to achieve those objectives is headed for big trouble.

And practically since it entered office, that’s the fix into which Mr. Biden’s expansive foreign policy goals on the one hand, and his Pentagon budget requests on the other, keep sinking America. Worse, this year, the predicament seems especially worrisome, since the President is conducting foreign and national security policies that inevitably are super-charging tensions with both a nuclear-armed Russia and a nuclear-armed China.

No matter whether you believe either or both of these policies are necessary or not (and I view the Biden Ukraine/Russia policies as unforgivably reckless, because no vital U.S. interests are at stake, and his China policies unavoidable, because Taiwan’s semiconductor manufacturing prowess has turned it into a vital interest), you have to agree that fire is being played with.

This past week, the administration revealed that it will be asking Congress to approve $842 billion worth of spending on the Pentagon and its operations proper. (As usual, the annual defense budget request additionally includes tens of billions of dollars worth of extra spending, practically all on Energy Department programs for maintaining the country’s nuclear arsenal.)

It’s a lot of money. But it’s only 3.15 percent larger than the funds finally approved for the Defense Department for this current (2023) fiscal year. And when you factor in the administration’s estimate of inflation for 2024 (2.40 percent), in real terms, it’s barely an increase at all. Worse, if you believe that inflation might stay considerably higher, then we’re looking at a prospective defense budget cut in real terms.

Either the President believes that (1) the U.S. military can already handle both the threat of a Chinese invasion of Taiwan and a Ukraine War that might at least spill over into the territory of treaty allies; or (2) that neither event will happen; or (3) that they’ll be spaced out neatly enough to enable existing U.S. forces to handle them one at a time; or (4) that a marginally bigger defense budget will at least put the Pentagon on the road toward building the capabilities it needs to handle these new potential threats before they actually materialize.

Do any of these strike you as safe enough bets?

Nor is this type of Biden administration defense budget request anything new. Last year at about this time, the fiscal 2023 Pentagon budget request was unveiled. `As you may recall, “last year at about this time” was roughly a month after Russia invaded Ukraine, and after President Biden resolved to help Kyiv turn back Moscow’s forces. He ruled out using American boots on the ground, but began providing major military assistance and significantly adding to the U.S. military presence in countries throughout Europe – including those right next to Ukraine that Washington had already promised to protect with nuclear weapons if necessary because (unlike Ukraine), they’re members of the North Atlantic Treaty Organization (NATO).

In addition, since the previous August, the President had stated several times that the U.S. military would come to Taiwan’s rescue if Beijing attacked. Even though the White House has sought to walk back these comments, their number plainly means that the United States has taken on another sizable defense commitment.

But that fiscal 2023 budget request – again, made in March, 2022 – sought only 4.2 percent more in defense spending than was finally approved for fiscal 2022. And after the administration’s expected inflation rate expected, the rise was only 1.5 percent.

Further, Mr. Biden’s first defense budget request (for fiscal 2022), made in April, 2021, sought Pentagon spending that was only 1.6 percent higher than that finally approved for the final Trump administration budget year.

It’s true that this modest Biden request was much bigger than the proposal made by his predecessor for fiscal 2022. But it seemed way too paltry given that at the heart of Mr. Biden’s approach to foreign policy was the promise that America would come charging “back” from four Trump years of alleged retreat from the world stage and in particular neglect of defense alliances.

Of course, defense budget requests are only the first step in the defense spending process, and Congress will surely push through some increases as it’s done in years past. Also crucial to remember: The amount of military spending doesn’t automatically translate into more or less fighting prowess, since spending priorities within the top-line outlay can be and often are shifted to generate more bang for the buck (or achieve other newly added objectives). Indeed, that’s what one aim that the President says he’s aiming to achieve.

Nonetheless, the overall initial budget request certainly limits the extent to which specific programs can absorb more funds without overly shortchanging other important programs. It also tends to exert a gravitational effect on Congress’ political ability to add (or subtract).

Two other big problems to worry about. First, the latest inflation estimates by the Pentagon have been way off. For the 2022-23 calendar year, the actual inflation rate has so far turned out to be nearly three times greater (nearly six percent as of February) than the estimate for that fiscal year (2.2 percent).

The estimate for 2023-24 of 2.4 percent roughly matches the latest forecasts of the Federal Reserve and the Congressional Budget Office. But as noted, even if correct, the extra outlays will be minimal in after-inflation terms, as I’ve argued previously, politicians’ great temptation to stimulate the economy with all sorts of giveaways as a new presidential election cycle gets underway could well keep price increases robust.

Second, decisions to spend even much more on, for example, new weapons or troop readiness can take years to result in more effective forces. So even much bigger Biden requests were never going to work instant miracles.

At the same time, the global threat environment is hardly moving at a snail’s pace. And recent reporting from The Wall Street Journal describes what a mammoth strategic transition the Defense Department needs to make – from a force focused on fighting a Middle East-centric global war on terror to one able to handle two great power threats.

The option that I’d prefer is for closing the Lippmann Gap by reducing some U.S. defense commitments (principally relating to Ukraine, along with further downplaying the Middle East) along with hiking military spending faster (to cope with the mounting Chinese threat to Taiwan). But at the rate the Biden administration is going, America’s worrisome mismatch between its foreign policy reach and its grasp seems sure to keep worsening.

Our So-Called Foreign Policy: Europe’s Worrisome Fence-Sitting on China

19 Saturday Nov 2022

Posted by Alan Tonelson in (What's Left of) Our Economy

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alliances, allies, Biden, Bloomberg.com, China, Emmanuel Macron, Europe, export controls, France, free-riding, Mark Rutte, national security, Netherlands, Our So-Called Foreign Policy, semiconductors, technology

Ever since he belatedly admitted their importance (see here and here), a foundation of President Biden’s strategy for dealing with the wide-ranging challenges posed by China has been bringing America’s long-time treaty allies on board.

As the President made clear in a major speech shortly after his inauguration, China is America’s “most serious competitor” and “America’s alliances are our greatest asset” in countering this threat – and dealing with other global threats and crises.”

Mr. Biden seems to be making progress in mobilizing support from America’s Asian allies, both in terms of pushing them to get serious about their military budgets, and by winning meaningful cooperation for U.S. efforts to stay ahead of China in the means to produce ever more advanced semiconductors – which are central to creating the cutting-edge military systems of today and tomorrow.

But on the Europe front, this allies-focused strategy is hitting some serious roadblocks. Specifically, as Bloomberg.com just reported, although the continent’s major economies – especially the Netherlands, home of ASML, the company that makes the world’s most important semiconductor manufacturing equipment – have gone along to some degree with this American campaign, they’ve also warned that their cooperation will be limited in important ways.

Most disturbingly, particularly given U.S. plans to expand its new, sweeping controls on doing advanced semiconductor business with China, the Netherlands trade minister declared that the country “will not copy the American measures one to one. “We make our own assessment….” His remarks came after Chinese dictator Xi Jinping urged Dutch Prime Minister Mark Rutte to “oppose the politicization of economic and trade issues and maintain the stability of the global industrial chain and supply chain.”

Less disturbingly (because his country isn’t nearly as important a link in the global semiconductor supply chain) but disturbingly nonetheless (because it has always spoken with an outsized voice in European councils), France’s President Emannuel Macron told a group of business leaders, “a lot of people would like to see that there are two orders in this world. This is a huge mistake, even for both the US and China. We need a single global order.”

As a foreign policy realist, I can’t possibly criticize these and other countries for prioritizing what they view as their own national interests. Nor should American leaders. (Criticizing the accuracy of these views? That’s another story.) But Washington should call out avowed allies like the Netherlands and France for what looks like another version of long-time European national security free-riding, and make clear that continuing to play the game of what Bloomberg reporters call “carving out a middle ground when it comes to China” will carry severe consequences.

After all, Macron is right that the United States and China are “two big elephants” in a jungle, and that “If they become very nervous and start a war, it will be a big problem for the rest of the jungle.”

By the same token, however, allies that can’t be counted on when such conflicts start aren’t really allies at all, for their uncertainty makes impossible sound military planning, and could lead to dangerously erroneous miscalculation and other decisions.

In 1931, Florence Reece, the wife of a union organizer, wrote the classic protest song “Which Side Are You On?” to decry the notion of fence-sitting during times of conflict like those in Kentucky’s coal fields during that era. It’s a question that American allies like the Netherlands and France soon need to start answering much more clearly as China’s systemic threat to the United States grows ever more serious.

Our So-Called Foreign Policy: Is Biden Learning the Limits of Multilateralism?

22 Saturday Oct 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

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Afghanistan, alliances, allies, America First, ASML, Biden, Biden administration, Blob, China, Chips Act, Europe, export controls, Japan, multilateralism, NATO, North Atlantic treaty Organization, oil, oil price, OPEC, Our So-Called Foreign Policy, Saudi Arabia, semiconductors, South Korea, Taiwan, Ukraine War

Remember the buzz worldwide and among the bipartisan globalist U.S. foreign policy Blob that Donald Trump’s defeat in the 2020 presidential election heralded the start of a new golden age of America’s relations with its longstanding security allies?

Remember how President Biden himself pushed this line with his claim that “America is back” and that Washington would end the supposed Trump practice of denigrating and even rupturing these relationships, and resume its post-World War II strategy of capitalizing on these countries’ strengths and fundamental agreement with vital American interests to advance mutually beneficial goals?

Fast forward to the present, and it’s stunning how thoroughly these American globalist hopes – and the assumptions behind them – have been dashed.

The latest example has been Saudi Arabia’s rejection of Mr. Biden’s request to delay an increase in oil prices announced by Riyadh and other members of the OPEC-Plus petroleum producers cartel. It’s true that few Americans currently view the Saudis as ideal allies. Continuing human rights abuses and especially evidence that its leaders ordered the assassination of a dissident Saudi-American journalist – and coming on top of revelations of Saudi support for the September 11 terrorists and Islamic extremism more broadly – will do that. Indeed, candidate Biden had even promised to make Saudi Arabia as a “pariah.”

But follow-through? Forget it – largely for fear of antagonizing the Saudis precisely because of their huge oil production and reserves, and because the President evidently still viewed them as a key to countering Iran’s hegemonic ambitions in the energy-rich region.

As for Saudi Arabia, it and much closer allies (including in Europe) were far from enthralled with how Mr. Biden pulled U.S. forces out of Afghanistan – which they charge took them by surprise and seemed pretty America First-y.

Under President Biden, the United States appears to have performed better in mustering allied support for helping Ukraine beat back Russia’s invasion. But look beneath the surface, and the European contribution has been unimpressive at best, especially considering that Ukraine is located much closer to the European members of the North Atlantic Treaty Organization (NATO) than is the United States.

In particular, according to Germany’s Kiel Institute for the World Economy, which has been tracking these developments since the war began, to date,

 “The U.S. is now committing nearly twice as much as all EU countries and institutions combined. This is a meagre showing for the bigger European countries, especially since many of their pledges are arriving in Ukraine with long delays. The low volume of new commitments in the summer now appears to be continuing systematically.”

In fact, European foot-dragging has reached the point at which even Mr. Biden’s Treasury Secretary, Janet Yellen, has just told them (in diplospeak of course) to get on the stick.

Apparently, America’s allies in Asia as well as Europe have hesitated to get behind another key initiative as well: Slowing China’s growing technological progress in order to limit its potential militar power.

In a September 16 speech, White House national security advisor Jake Sullivan confirmed that the United States had officially doubled down on this objective:

“On export controls, we have to revisit the longstanding premise of maintaining “relative” advantages over competitors in certain key technologies.  We previously maintained a “sliding scale” approach that said we need to stay only a couple of generations ahead. 

“That is not the strategic environment we are in today. 

“Given the foundational nature of certain technologies, such as advanced logic and memory chips, we must maintain as large of a lead as possible.”

And on October 7, the United States followed up by announcing the stiffest controls to date on doing business with Chinese tech entities – controls that will apply not only to U.S.-owned companies, but to other countries’ companies that use U.S.-owned firms technology in high tech products they sell and high tech services they provide to China.

Including these foreign-owned businesses in the U.S. sanctions regime – as well as in parallel efforts to rebuild American domestic capacity and marginalize China’s role in these sectors – is unavoidable for the time being, since the domestic economy long ago lost its monopoly and in some cases even its presence in the numerous products vital to semiconductor manufacturing in particular.

But as the Financial Times reported last month, a year after Washington drew up plans to create a “Chip 4” initiative to work with Taiwan, Japan, and South Korea to achieve these goals, “the four countries have yet to finalise plans even for a preliminary meeting.”

The prime foot-dragger has been South Korea, which fears Chinese retaliation that could jeopardize its massive and lucrative trade with the People’s Republic. But the same article makes clear that Japan harbors similar concerns.

Also unenthusiastic about the U.S. campaign is the Dutch manufacturer of semiconductor production equipment ASM Lithography (ASML). ASML’s cooperation is crucial to America’s anti-China ambitions because it’s the sole global supplier of machines essential for making the world’s most advanced microchips.

So far it’s been playing along. But similar complants about possibly losing business opportunities in China – which may account for nearly half of the world’s output of electronics products along with much of its production of less advanced semiconductors – have already persuaded the Biden administration to give some South Korean and Taiwanese microchip manufacturers a one-year exemption from the new export curbs. Could ASML try to win similar leniency?

In fairness, the Biden administration hasn’t wound up placing all its foreign policy bets on alliances and securing multilateral cooperation. Indeed, its new National Security Strategy re-states the importance of rebuilding American economic strength as a foundation of foreign policy success; the legislation it successfully sponsored to bolster the United States’ semiconductor and other high tech capabilities put considerable money behind that approach; and to its credit, it announced the new China tech curbs even after it couldn’t initially secure adequate allied cooperation – assuming, correctly, that an act of U.S. leadership could bring start bringing them in line.

Hopefully, a combination of these rifts with allies and its recognition of the importance of maintaining and augmenting national power mean that President Biden at least is learning a crucial lesson: that supporting multilateralism and alliances can’t be ends of a sensible U.S. foreign policy in and of themselves. They can only be means to ends. And although they can obviously be valuable in many instances, the best ultimate guarantor of the nation’s security, independence, and prosperity are its own devices.       

Our So-Called Foreign Policy: U.S. Ukraine Policy Dangerously Flunks the Logic Test

04 Tuesday Oct 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, deterrence, Nancy Pelosi, NATO, North Atlantic treaty Organization, nuclear weapons, Our So-Called Foreign Policy, Russia, Ukraine, Ukraine War, vital interests, Vladimir Putin

There must be some kind of psychic connection between my good buddy Ace (so nicknamed because he’s actually flown in U.S. Air Force fighters), and Nancy Pelosi.

Just the other day, he made what I thought was the genuine genius point that the most important question surrounding U.S. policy toward Ukraine is one that’s never, ever, been asked: If Ukraine has indeed become a vital interest of the United States (a category into which, as I’ve repeatedly stated, e.g. here, it was never placed even during the depths of the Cold War), why wasn’t it admitted into the North Atlantic Treaty Organization (NATO) long ago? Even stranger, why the continuing NATO cold feet of so many U.S. leaders who are so fond of claiming the vital importance of ensuring Ukraine’s success?

And hot on the heels of Ace’s questions, the House Speaker on Friday declined to endorse Ukraine’s request not just for inclusion in the decades-old Atlantic alliance, but for “accelerated accession” that would speed up a process that’s normally pretty complicated in normal times.

Yes, that’s the same Speaker Pelosi who had previously sounded pretty adamant about the need to stand with Ukraine “until the fight is done” because its fight for freedom ”is a fight for everyone.”

But as pointed out in the same news report that quoted Pelosi’s more temperate later remarks, even though these are anything but normal times in Europe, there’s no shortage of reasonable-sounding reasons for continuing caution. Specifically:

“The West fears that Ukraine’s immediate entry into NATO — which requires the unanimous approval of all 30 member-nations — would put the U.S. and Russia at war due to Moscow’s invasion of Ukraine as well as its forced annexations announced Friday.”

I wrote “reasonable-sounding, ”however, very deliberately. Because if you give the matter even a little serious thought (as Ace has), it becomes clear that such rationales make no sense at all.

In the first place, even though Ukraine remains outside NATO, the Western aid that’s helped Kyiv’s forces resist Russia so effectively has created a powder keg situation in Ukraine’s neighborhood (by stationing large numbers of U.S. troops right next door) that could all too easily ignite war between the two aforementioned nuclear superpowers anyway.

It’s true that the decision of the United States and Ukraine’s other allies to combine these deployments with hemming and hawing on NATO membership has so far produced a favorable outcome: Moscow’s been frustrated without nuclear weapons being used, much less a world-wide conflagration resulting.

At the same time, this needle-threading act could fail at any minute – which surely explains President Biden’s oft-stated declarations from the get-go that U.S. troops will not be sent into combat in Ukraine. He’s obviously determined minimize that dreadful possibility.

But all this prudence becomes completely inexplicable – at least if you value coherent thought – upon remembering what the word “vital” means in this instance. It’s describing an objective so important (Ukraine’s survival in its current form) that failure to achieve it would (at least at some point down the line) end America’s very existence, either as a physical entity or as an independent country. Even those who aren’t literalists presumably fear that failure to protect a vital interest will leave the United States only the most nightmarish shell of its present self.

To their credit, U.S. leaders who spearheaded the creation of the nation’s major alliances and supported their maintenance have put the country’s money where its mouth is. They have not only promised to use nuclear weapons against nuclear-armed adversaries to protect alliance members whose security is seen as vital. As I’ve often explained (e.g., here), they’ve deployed U.S. forces in “tripwire” configurations aimed at practically forcing Washington to push the fatal buttons and risk America’s nuclear destruction if non-nuclear defenses crumble.

Those policies have aimed above all to deter aggression, and despite the apocalyptic dangers they’ve raised, have been eminently sensible because a thoroughly respectable case ca be made, based on specific, concrete considerations, for the paramount importance of these allies.

For example, it is wholly plausible that the subjugation by hostile powers of places like Germany and Japan and Taiwan could produce intolerable consequences for the United States. In particular, each of those countries possesses technological and industrial prowess and assets that a country like China or Russia could harness to exercise control over the main dimensions of American life.

The point is not whether you or I personally agree or not. Rather, it’s that such fears are anything but crazy.

By contrast, there’s nothing specific and concrete that Ukraine boasts that I can think of – or, more revealingly, that any of its supposed champions have brought up – that Russia could use to achieve anything like the above results.

And this observation leads directly to the second logically loony flaw in America’s Ukraine policy – the one identified by Ace: If in the minds of U.S. leaders Ukraine actually was so all-fired important to begin with, or became so at some point before the Russian invasion (which the President has just declared must be resisted “unwaveringly”), why wasn’t it admitted to NATO right then and there, complete with the nuclear defense guarantee?

Not that any such move would have guaranteed that Russia would have kept hands off. But given that dictator Vladimir Putin hasn’t yet attacked any NATO members in Ukraine’s immediate vicinity or anywhere else, and that Mr. Biden’s vow throughout the entire crisis that the alliance will defend “every inch” of its members’ territory, surely is one reason why, wouldn’t admitting Ukraine before Moscow moved been a no-brainer?

Instead, the United States and the West have danced around this question for more than thirty years – and counting – practically from the moment Ukraine declared its independence from the collapsing Soviet Union in August, 1991. What’s been the problem during this entire period?

I mean, the place is supposed to be vital! In other such instances, that’s why the United States has even contemplated using nuclear weapons at all. And yet so far, Mr. Biden’s clear bottom line, even during the invasion’s early days, when his own administration assumed Zelensky’s government to be doomed, has been that U.S. forces will stay out as long as the combat stays inside Ukraine. In other words, he’s wavered. And almost inevitably, this position has sent Putin the message that Washington and the West ultimately don’t view that country as worth accepting the risk of national suicide.

So thanks to Ace, it must by now be evident that the United States has long believed that it could secure a vital interest with half measures (never a good habit to fall into) or that America should expose itself to an existential threat on behalf of an interest that’s short of vital.

And the folks who believe in either position are supposed to be the post-Trump adults in the room? And will be in charge of Ukraine strategy and the rest of American foreign policy for at least two more years?

Our So-Called Foreign Policy: Louder Talk and Still Too Small a Stick

23 Monday May 2022

Posted by Alan Tonelson in Uncategorized

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alliances, allies, Biden, China, Constitution, defense budget, Finland, Lippmann Gap, NATO, North Atlantic treaty Organization, nuclear umbrella, Our So-Called Foreign Policy, Sweden, Taiwan, Ted Galen Carpenter, treaties, Ukraine, Walter Lippmann

The foreign policy headlines have been coming so fast-and-furiously these days that they’re obscuring a dramatic worsening of a big, underlying danger: The dramatic expansion spearheaded lately by President Biden in America’s defense commitments that’s been unaccompanied so far by a comparable increase in the U.S. military budget. The result: A further widening of an already worrisome “Lippmann Gap” – a discrepancy between America’s foreign policy goals and the means available to achieve them that was prominently identified by the twentieth century journalist, philosopher, and frequent advisor to Presidents Walter Lippmann.

The existence of such a gap of any substantial size is troubling to begin with because it could wind up ensnaring the nation in conflicts that it’s not equipped to win – or even achieve stalemate. As I wrote as early as March, 2021, a Gap seemed built in to Mr. Biden’s approach to foreign policy from the beginning, since he made clear that America’s goals would be much more ambitious than under the avowedly America First-type presidency of Donald Trump, but also signaled that no big increase in America’s defense budget was in the offing.

Since then, Biden aides have expressed a willingness to boost defense budgets to ensure that they keep up with inflation – and therefore ensure that price increases don’t actually erode real capabilities. But no indications have emerged that funding levels will be sought that increase real capabilities much. Congressional Republicans say they support this kind of spending growth to handle new contingencies, but the numbers they’ve put forward so far seem significantly inadequate to the task.

That’s largely because most of them have strongly supported Biden decisions greatly to broaden U.S. the foreign military challenges that America has promised to meet. As for the President, he’s specifically:

>not only supported the bids of Finland and Sweden to join the North Atlantic Treaty Organization (NATO), but stated that the United States would “deter and confront any aggression while Finland and Sweden are in this accession process.” In other words, Mr. Biden both wants to (a) increase the number of countries that the United States is treaty-bound to defend to the point of exposing its territory to nuclear attack, and (b) extend that nuclear umbrella even before the two countries become legally eligible for such protection via Congress’ approval. It’ll be fascinating to see whether any lawmakers other than staunch non-interventionists like Kentucky Republican Senator Rand Paul question the Constitutionality of this position; and

>just this morning declared that he would use U.S. military force to defend Taiwan if it’s attacked by China even no defense treaty exists to cover this contingency, either, and even though, again, there’s been no Congressional approval of (or even debate on) this decision.

This Biden statement, moreover, lends credence to an argument just advanced by my good friend Ted Galen Carpenter of the Cato Institute – that although Ukraine has not yet joined NATO officially, ad therefore like Taiwan lacks an official security guarantee by the United States, it may have acquired de facto membership, and an equally informal promise of alliance military assistance whenever its security is threatened going forward.

As a result, Ted contends, “the Biden administration has erased the previous distinction between Alliance members and nonmembers” – and set a precedent that could help interventionist presidents intervene much more easily in a much greater number of foreign conflicts without Congressional authorization, let alone public support, than is presently the case.

To be sure, lots of legal and procedural issues have long muddied these waters. For example, the existence of a legally binding treaty commitment doesn’t automatically mean that U.S. leaders will or even must act on it. Even America’s leading security agreements (with the NATO members, Japan, and South Korea) stipulate that the signatories are simply required to meet attacks on each other in accordance with their (domestic) constitutional provisions for using their military forces.  (At the same time, breaking treaties like these, all else equal, isn’t exactly a formula for winning friends, influencing people, and foreign policy success generally. As a result, they shouldn’t be entered into lightly.)

Further complicating matters: America’s constitutional processes for war and peace decisions have long been something of a mess. The Constitution, after all, reserves to Congress the power to “declare war: and authorizes the legislature to “provide for the common Defense” and to “raise and support Armies.” Yet it also designates the President as the “Commander in Chief” of the armed forces.

There’s been a strong consensus since Founding Father James Madison made the argument that limiting the authority to declare war to Congress couldn’t and didn’t mean that the President couldn’t act to repel sudden attacks on the United States – that interpretation could be disastrous in a fast-moving world. But other than that, like most questions stemming from the document’s “separation of powers” approach to governing, the Constitution’s treatment of “war powers” is best (and IMO diplomatically) described as what the scholar Edward S. Corwin called a continuing “invitation to struggle.”

Undoubtedly, this struggle has resulted over time in a tremendous net increase in the Executive Branch’s real-world war powers. But the legal issues still exist and tend to wax in importance when presidential assertiveness leads to conflicts that turn unpopular.

I should specify that personally, I’m far from opposed yet to NATO membership for Finland and Sweden. Indeed, their militaries are so strong that their membership seems likely to strengthen the alliance on net, which would be a welcome change from NATO’s (and Washington’s) habit of welcoming countries whose main qualification seems to be their military vulnerability (like the Baltic states) and tolerating long-time members that have been inexcusable deadbeats (like Germany).

Similarly, as I’ve written, because American policymakers recklessly allowed the country’s semiconductor manufacturers to fall behind a Taiwanese company technologically, I now believe that Taiwan needs to be seen as a vital U.S. national security interest and deserves a full U.S. defense guarantee.

Yet I remain worried that the Biden administration’s Ukraine policy risks plunging the United States into a conflict with Russia that could escalate to the nuclear level on behalf of a country that (rightly) was never seen as a vital U.S. interest during the Cold War.

So my main concern today doesn’t concern the specifics of these latest Biden security commitment decisions. Instead, it concerns the overall pattern that’s emerging of talking loudly and carrying too small a stick – and ignoring the resulting Lippmann Gap widening. However Americans and their leaders come out on handling these individual crises, they need to agree that the responses  urgently need to close the Gap overall. Otherwise, it’s hard to imagine satisfactorily dealing with any of them on their own.

Our So-Called Foreign Policy: U.S. Allies are Standing (A Tiny Bit) with Ukraine

21 Thursday Apr 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

≈ 2 Comments

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alliances, allies, burden sharing, EU, Europe, European Union, free-riding, Kiel Institute for the World Economy, North Atlantic treaty Organization, Our So-Called Foreign Policy, Russia, Ukraine, Ukraine-Russia war

Even a long-standing critic like me of the record of U.S. allies in Europe in sharing the burden of their own defense found the graphic below to be quite the stunner. It makes clear that, so far, countries that for decades have been deadbeats and free-riders when it comes to fielding armed forces capable of defeating first Soviet and then post-Soviet Russian aggression, are behaving just as selfishly and miserly in supporting Ukraine’s resistance to the Kremlin’s invasion – and presumably keeping themselves safe from attack or bullying by Moscow.

The graphic comes from a leading German think tank – the Kiel Institute for the World Economy – and it shows that between the February 24 start of the invasion of Ukaine through March 27, the United States, in the words of the Institute’s research director, “is giving significantly more than the entire [European Union], in whose immediate neighborhood the war is raging.”

The specific amounts of combined financial, humanitarian, and military assistance (in euros) , according to Kiel: the United States, 7.6 billion; all European Union countries combined, 2.9 billion; EU institutions (like the European Investment Bank, 3.4 billion. Adding the United Kingdom (not an EU member) increases the European total by $712 million euros – and would still leave this figure below that of U.S. aid in all forms.

True to RealityChek‘s long-time insistence that data be presented in context, the Europeans come off somewhat better when these aid figures are presented as percentages of total economic output. After all, it’s completely unrealistic to expect even the most vigilant very small economy to donate as much in absolute terms as a much larger economy, all else equal.

But as the Kiel graph beow shows, most of the Europeans don’t come off that much better.

In fact, except for Estonia, Poland, Lithuania, Slovakia, and Sweden, the United States holds the lead according to this measure, too. And remember: Poland and Slovakia are right next door to Ukraine, Estonia and Lithuania border Russia, and Sweden is located just across the Baltic Sea to them. As for the rest of Europe, I’ll just circle back to the point made by the Kiel Institute research director: It’s their “immediate neighborhood”! So their relative efforts should be exponentially greater than America’s, as should those of the countries even closer to the fighting.

Moreover, it’s easy to understand why European military aid has been so modest. These countries have been skimping on their militaries for decades. But as a result, they should be compensating by providing much greater amounts of economic and humanitarian assistance.

These figures are damning enough as examples of continued European fecklessness. But they’re even more important because the continent’s free-riding means that for the foreseeable future, American military forces will keep playing a predominant role in any response to the Ukraine invasion. And even if President Biden sticks with his pledge to keep U.S. troops out of the fighting in Ukraine, their very presence in the vicinity of a conflict could expose the U.S. homeland literally to mortal danger. 

For as I’ve noted, if the war spills over borders into the countries where the American units are based, and that enjoy a legally ironclad promise of protection by the United States and the rest of the North Atlantic Treaty Organization (NATO), U.S. and Russian forces will almost surely wind up shooting at each other, and the prospect of escalation to the all-out nuclear war level becomes terrifyingly real. 

A Europe willing and therefore at some point able to defend itself would reduce this danger to acceptable levels. But as the Kiel data show, because the Europeans remain protectorates much more than genuine allies, this point looks as far off in the future as ever.                     

 

 

Our So-Called Foreign Policy: Biden’s Worrisome State of the Union Message to China

02 Wednesday Mar 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, allies, Biden, China, energy, inflation, Our So-Called Foreign Policy, Russia, sanctions, State of the Union, Taiwan, Ukraine, Ukraine invasion, Vladimir Putin, Xi JInPing

Let’s start with a confession: I’m one of the numerous viewers and listeners who has no idea what President Biden meant when he ended his State of the Union address last night with an ad-libbed “Go get him!” right after his usual closing, “May God protect our troops.”

This seemingly provocative placement notwithstanding, it probably wasn’t a suggestion that the U.S. military would be roaring into action to help Ukraine win its war with Russia – which segues nicely into today’s theme of what message China probably gleaned from the speech.

The subject matters greatly because Chinese leaders have been eyeing a takeover of Taiwan and threatening the island’s independence even longer than Vladimir Putin has been eyeing a takeover of Ukaine, and for similar stated reasons. Just as Putin insists that Ukraine historically has been part of Russia, Beijing views Taiwan as a renegade province of China. And although there’s no important connection I can see between Ukraine’s fate and America’s own security and prosperity, Taiwan is the world leader in semiconductor manufacturing technology – which is crucial to U.S. military power and economic well-being.

That’s why I’m concerned that too much of the Biden speech signaled to China that its increasingly aggressive moves against the island can continue and even intensify with impunity.

For not only did the President once again vow that “our forces are not engaged and will not engage in conflict with Russian forces in Ukraine.” He added that “I’m taking robust action to make sure the pain of our sanctions  is targeted at Russia’s economy. And I will use every tool at our disposal to protect American businesses and consumers.”

In other words, although “we the United States of America stand with the Ukrainian people,” that’s only true as long as Americans themselves don’t run any significant risks or pay any significant price.

Nor is this Biden qualification limited to words. It’s precisely to avoid boosting already lofty U.S. inflation rates even higher than the President has excluded energy from his anti-Russia sanctions package so far – even though Putin’s massive earnings from oil and gas exports clearly help finance his Ukraine war. 

Mr. Biden did repeat his pledge that “the United States and our Allies will defend every inch of territory of NATO countries with the full force of our collective power.” But like Ukraine, which is not a member of that North Atlantic Treaty Organization, Taiwan is not an official ally. Therefore, China could well conclude that the United States would stay out of a Taiwan conflict for similar reasons.

The State Department has warned that “We have an array of tools that we can deploy if we see foreign companies, including those in China, doing their best to backfill U.S. export control actions, to evade them, to get around them.”

But if the administration’s top Ukraine sanctions priority to date has been shielding the U.S. economy from their impact, you couldn’t blame Xi Jinping’s regime for not taking seriously the notion that Washington would punish China for propping up Putin.

After all, the United States (unforgivably) has become highly dependent on his economy for a wide range of products. China’s markets for U.S. goods and services simply dwarf Russia’s. And indeed, these links have become so broad and deep that nearly the entire American big business community has become an ardent and highly effective lobby for preventing any boat-rocking. .

None of the above is to say that U.S. rhetoric and moves on the Ukraine, or any other foreign policy fronts, will be the sole or even the main determinants of China’s Taiwan strategy. After all, Beijing has been ramping up pressure on the island long befor the conflict in Eastern Europe broke out – for reasons ranging from concerns about Taiwan declaring its formal independence and potentially exposing China as a paper tiger in the process to Xi’s decision to link “reunification” to his legacy.

But just as American leaders should never make threats they can’t or won’t back up (or make commitments that create many more dangers than they can prevent, which I believe to be the case with NATO’s expansion into Eastern Europe and years of talk about adding Ukraine and other Russian neighbors), they need to be careful about signaling weakness or timidity. And I fear that’s exactly what was conveyed to China by the sharp contrast between President Biden’s apocalyptic warnings about the need to resist Putin’s aggression and the tight limits he revealed to his willingness to do so.              

Our So-Called Foreign Policy: How the Last Seven Days Could Really Shake the World

28 Monday Feb 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, Baltics, Crimea, deterrence, Donbass, energy, European Union, free-riding, Georgia, Germany, NATO, North Atlantic treaty Organization, nuclear deterrence, Olaf Scholz, Our So-Called Foreign Policy, Poland, Russia, spheres of influence, Ukraine, Ukraine invasion, Ukraine-Russia war, Vladimir Putin

The situation in Ukraine as of this morning remains as fluid and full of uncertainties as it was when yesterday when caution persuaded me to pause and turn my attention to a sobering CCP Virus milestone.

But one feature of the conflict is becoming clear, and if it holds much longer, opens up the distinct possibility that the major assumptions that have animated U.S. policy toward European security merit major rethinking.

That feature: Ukraine is proving to be a much tougher military challenge for Russia than anyone, including me, expected. It’s still not entirely certain why. But even the explanations most favorable to Moscow and Russian military prowess – that Vladimir Putin decided to go gradual for fear of destroying the infrastructure of a country his regime will eventually need to run, or of needlessly enflaming the occupied population to the point of triggering an insurgency with staying power, or some combination of the two – lead (logically, anyway) to these potentially game-changing conclusions: that Russia is too weak to bend countries of any decent size to its will, and that there’s no reason to believe it will acquire the necessary power in the policy relevant future.

In other words, it’s one thing to take control over two tiny enclaves of a very small neighbor like Georgia (2008), or to seize a part of Ukraine with a sizable ethnic Russian population (Crimea in 2014), or to use local proxies to challenge on the cheap Ukrainian sovereignty over an eastern region also full of Russian speakers, or even to march into and annex two provinces of this Donbass region.

But using force to turn the rest of Texas-sized Ukraine with its population of more than 40 million people into a Russian satellite? That’s obviously been a much taller order.

And even if superior Russian troop numbers and weaponry ultimately do achieve their apparent near-term goal of replacing Volodymyr Zelensky’s government with pro-Moscow puppets, and thereby the longer-term goal of keeping Ukraine out of NATO, these results will seriously challenge the views of folks like me (most recently, here), who had credited Russia with enough power to bring into a sphere of influence Ukraine – along with smaller neighbors, like the rest of Georgia plus Moldova (neither of which belongs to the North Atlantic Treaty Organization – NATO), and even the three Baltic states that are NATO members.

After all, as mentioned above, keeping control over Ukraine alone may well seriously drain lots of Russian military power, and further strain an economy that’s not exactly a powerhouse to begin with. And if even the old Soviet leaders eventually found keeping Afghanistan not worth the candle, in part because public anger over casualties kept mounting, will Putin really be able to demonstrate greater staying power in Ukraine? Much less simultaneously keep the clamps on other small neighbors? Much less achieve the same objectives vis-a-vis larger Eastern European countries like Poland? Much less even credibly threaten anyone in Western Europe?

But if the more optimistic Ukraine scenario plays out, that would mean that the mainstream, globalist foreign policy leaders and thinkers who view keeping that country free of Russian control, and even bringing it into NATO, as essential for America’s security have been wrong as well – precisely because severe limits on Russian power are becoming increasingly obvious. Unless a Russia that can’t pose a military threat to Western Europe can pose one to the United States?

Russian failure or overly costly success in Ukraine even undercuts arguments that the militarily dominant, or any major, American role in NATO remains crucial. On the one hand, it’s true that, Russia has attacked non-NATO member Ukraine but not NATO allies like Poland and the Baltics. So Putin surely sees a big difference between countries to whose defense the alliance is committed (including with recent deployments of U.S. and other members’ military forces), and those outside the NATO umbrella.

But does that mean that the United States must still remain the kingpin, and contribute an outsized (and very expensive) share of the alliance’s military might? And continue to extend a nuclear shield over Europe – which of course creates a risk of nuclear war with Russia? Maybe not, especially upon considering the West European NATO members’ response to the Ukraine invasion.

Specifically, it’s been much stronger than I and most others expected, too. And the German response has been most revealing of all. After decades of being the alliance’s worst military free-rider, and skimping on its defense budget to the point that a top general just called his forces “more or less bare,” new Chancellor Olaf Scholz has now vowed a big increase in military spending and promised not only that Germany will hit the goal of members’ defense budgets representing two percent of their economies, but exceed it. Moreover, the entire European Union (EU), whose membership overlaps considerably with NATO’s, is now finally recognizing how dangerously moronic they’ve been in boosting their dependence on Russian fossil fuel supplies.

What this seems to demonstrate is that once the Europeans (many of whom have free-ridden militarily themselves) perceive a sharp enough threat to their own safety and independence and well-being, they change profoundly. They begin to act less like cunning and not-so-reliable protectorates determined to gain any benefits they can from Russia in full confidence that America will shield them from any dangers, and more like countries that recognize that their best bets for security and prosperity are their own considerable resources.

By the way, these resources include not only the wealth to field much larger conventional militaries, but French and British nuclear forces. So NATO’s European members should be able not only to deter Russia conventionally, but at the strategic nuclear level as well. And if they deem those nuclear forces inadequate to the task, they can build more

Just as important, this European awakening seems at least partly due to a dawning recognition that for a wide variety of reasons (e.g., America’s preoccupation with its internal problems, its supposedly unreliable recent political leadership, its higher prioritization of Asia, its resentment at being played), historic U.S. enabling can no longer be taken for granted.

All of which means that the American response should be not devoting more of its military strength to deterring or countering Russia in Europe, moving still more conventional forces to Eastern Europe, or unleashing a new round of rhetoric declaring its own vital, ironclad, and undying stakes in the continent’s security, but encouraging these trends – and especially appreciating the opportunity to let itself off the nuclear hook.

This doesn’t mean that the United States should make no contributions to Europe’s defense. But whatever assistance is proposed to the American political system should be clearly described to the public (and to the Europeans) as a policy of choice, not of necessity, and should be flexible enough to enable the nation to opt out of a conflict on the continent if it so decides, not trapped into one, as is potentially the case now. Indeed, as I’ve written, that danger could all too easily still result from the Ukraine war, because non-negligible U.S. forces are now deployed close to the actual fighting.

In 1919, American journalist John Reed came out with a book describing first-hand the Bolshevik Revolution of two years before called Ten Days that Shook the World.  I’m sure not yet certain that this first week of the Ukraine war will turn into seven days that shook the strategic and geopolitical worlds.  (And I certainly hope that the above scenarios turn out to be more accurate than Reed’s sunny expectations of Soviet communism.)  But American leaders focused on their own country’s genuinely vital interests shouldn’t overlook the possibility.

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