Our So-Called Foreign Policy: Another Wuhan Virus Lesson Globalists Need to Learn

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alliances, allies, China, core deterrence, coronavirus, COVID 19, Eastern Europe, extended deterrence, globalism, Japan, NATO, North Atlantic treaty Organization, North Korea, nuclear deterrence, nuclear war, Our So-Called Foreign Policy, Russia, South Korea, Soviet Union, tripwire, Western Europe, Wuhan virus

Here’s a seemingly off-the-wall question: What does the Wuhan Virus have to do with U.S. policy toward its global security alliances?

And here’s why it’s not only not a perfectly sensible and even vital question, but why the best answer is “Plenty”: Because these decades-old globalist arrangements now pose to America risks that look like the coronavirus-in-not-so-miniature. Even worse: The benefits to the United States these days are much more modest than  during the Cold War era when they were created.

The purely national security arguments should by now be familiar to RealityChek regulars. (See here and here for fuller descriptions of the points I’m about to summarize.) The North Atlantic Treaty Organization (NATO – which has linked the United States, Europe, and Canada), and the bilateral security relationships between the United States and Japan and South Korea, originally aimed to prevent the Soviet Union from dominating global centers of economic and technological strength and potential, and therefore of military strength and potential.

In fact, these countries and regions were considered so important that American policy made clear that Washington was ready to wage nuclear war – with all the dangers such conflicts would create for the U.S. homeland. Moreover, because the allies (or protectorates, as many call them) understandably doubted that American leaders really would, when the chips were down, “sacrifice New York to save London,” Washington felt compelled to station the U.S. military directly in harm’s way.

The idea was never to stop Soviet or North Korean or Chinese aggression with conventional forces alone. Quite the contrary. These units were intended as trip-wires. The very likelihood that they’d be annihilated was supposed to put irresistable pressure on a U.S. President to respond to attacks with nuclear weapons. In turn, this prospect was supposed to deter U.S. adversaries from attacking in the first place.

Such an approach (called “extended deterrence” by the cognoscenti – as opposed to “core deterrence,” which sought to protect the United States itself) made obvious sense when the United States enjoyed a monopoly on nuclear weapons. It even made arguable (though less obvious) sense when the Soviets reached nuclear parity, and the Chinese developed their own rudimentary nukes.

Since the end of the Cold War, however, it’s made much less sense, and more recent developments have turned this nuclear umbrella border-line – and crazily – suicidal. For the Soviet Union is gone. It’s been partly replaced with a newly aggressive Russia, but the countries most threatened by Moscow are not the economic and technological giants of Western Europe, but the newer NATO members of Eastern Europe – whose security was never remotely vital to the United States, as evinced by the long decades they spent as Soviet satellites or actual parts of the former USSR.

In East Asia, nuclear forces both in China and in North Korea can now not only hit the United States (or in the case of Pyongyang, are rapidly approaching that capability). When it comes to China, these weapons’ launch platforms have become much more difficult for the United States even to find, much less take out before they can be used. In other words, for all the continuing and even growing economic and technological importance of Japan and South Korea – which is considerable – the nuclear threats to America from their leading potential adversaries have grown faster both quantitatively and qualitatively.

And in all these alliance cases, despite President Trump’s clear interest in a fundamentally new America First-type foreign policy, and even though the allies are amply capable of fielding the forces needed to defend themselves, they choose not to. Therefore, U.S. forces still serve as tripwires in both Europe and Asia.

It’s likely that the economic damage done to the United States from a North Korean nuclear nuclear bomb landing in a big American city or two wouldn’t compare to the coronavirus economic damage we’re seeing now and are likely to see. But who can doubt that this damage will be substantial in economic terms, and catastrophic from a humanitarian standpoint? And in the areas hit, the harm to businesses and their workers could well last much longer. Further, the impacts of the kind of much larger retaliatory strikes that could come from China (if it invades Taiwan) or Russia, would be that much greater.

And these prices paid for maintaining current alliance policies would be all the more unacceptable because they are now completely unnecessary – because of the allies’ capabilities, and because so many of the European countries now under this U.S. “nuclear umbrella” are so thoroughly marginal to America’s safety and prosperity.

The globalist supporters of these alliances insist that these risks are indeed acceptable largely because deterrence has made them so remote. That sounds ominously like the optimism expressed by so many Americans (myself included) the day(s) before the Wuhan Virus threat’s scale became all too real. Now it’s increasingly clear that the globalists’ favored policies of indiscriminate free trade and offshoring-happy globalization policies have gravely endangered the nation’s health security as well as its prosperity, at least in the near-term. Let’s not be needlessly blindsided by a calamity triggered by the globalists’ hidebound alliance policies.

Our So-Called Foreign Policy: A Big Hint that America Finally Needs to Leave NATO

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alliances, allies, Article V, Cato Institute, defense spending, Europe, free-riding, globalism, NATO, North Atlantic treaty Organization, nuclear war, Our So-Called Foreign Policy, Pew Research Center, tripwire, Trump

Whenever I’ve written about America’s security alliances lately, I’ve emphasized the unacceptable dangers they pose to the nation’s safety because they commit the United States to risk nuclear attack to defend countries that clearly now don’t belong on the list of U.S. vital interests – that is, countries so important to America that their independence literally is worth the complete destruction of major individual cities and even genuine armageddon.

Earlier this week, however, a reminder has appeared about another crucial reason to ditch the granddaddy of these alliances – the North Atlantic Treaty Organization (NATO). Revealingly, it also strongly bears out President Trump’s charges that U.S. allies in the region where they’re concentrated (Europe) have been shamelessly free-riding on the United States. Indeed, the new information also underscores how the allied defense deadbeats are not only ripping America off economically (which seems to be Mr. Trump’s main concern), but how their cheapskate defense budgets are fueling the nuclear risk faced by the United States.

The evidence comes in the form of a new survey of the populations of NATO member countries (including the United States) released by the Pew Research Center, and if you stopped with the headline (“NATO Seen Favorably Across Member States”) you’d understandably think that everything is just dandy in alliance-land. But check out the chart below, which for some reason doesn’t appear until the middle of the Pew report. Its central message should outrage the entire nation.

 

For it shows that although NATO populations are confident that the United States “would defend them from Russian attack,” they’re decidedly unenthusiastic about their own countries participating in the defense of another NATO member. Specifically, a median of 60 percent of residents of NATO Europe (along with Canada) countries express such confidence in America’s military (including nuclear) guarantee (versus 29 percent who are not so convinced). But by a 50-38 percent margin, they oppose their own country joining in.

Of the fourteen NATO members surveyed, populations in only four (the United Kingdom, Canada, Lithuania, and the Netherlands) favored using military force to defend a fellow NATO ally. Yet in only four (Turkey, Poland, Hungary, Czech Republic) did majorities not expect the United States would use force to defend them.

The gap was widest in Italy (where only 25 percent favored helping defend another ally versus 75 percent believing that the United States would ride to its own rescue) and narrowest in the Netherlands (where the numbers were 64 percent and 68 percent respectively). The Italians also were the most confident in the United States in absolute terms, and tied with the Greeks for the least willing to help out. The only NATO members in which majorities supported both propositions were the Netherlands, the United Kingdom, Canada, and Lithuania.

Americans should be infuriated by these results for several intertwined reasons. First, the obligation to come to the defense of a fellow NATO member is at the heart of the alliance (and indeed of any alliance) and is spelled out in Article V of the NATO treaty. Although it’s true that members can always ignore legal obligations when push comes to shove, that’s long been much more difficult for the United States – because of its policy of stationing its own forces in many NATO countries (as well as in South Korea) to serve as “tripwires.” The idea has been that once they’re bloodied by attackers, and indeed about to be overwhelmed (because of their relatively small size) American Presidents will have no real choice but to respond with the U.S.’ equalizer – nuclear weapons.

This prospect was supposed to deter attack in the first place, and the (very) good news is that this strategy worked to keep the peace in Europe throughout the Cold War, and is still working. The bad news is that during the Cold War, the main European beneficiaries were countries whose independence was arguably vital to America – like the United Kingdom, (West) Germany, and France. Nowadays, the main beneficiaries are countries whose independence was never even during the Cold War viewed as vital to the United States – principally, the former Soviet bloc countries.

Yet although the stakes have shrunken dramatically, Washington continues to brandish the nuclear sword. And this risky American strategy remains in place – as it always has – because the European allies’ military forces have remained far too small and weak to repel a Soviet/Russian attack on their own, or with the help of modest U.S. non-nuclear forces. Worse, the Pew results also strongly suggest that if war did break out, American leaders could not for long even count on the help of allied forces even if it was provided initially. That’s an unparalleled recipe for disaster on the actual battlefield.

The Pew findings make the reason for this alarming situation glaringly obvious – the allies have skimped on their military spending out of confidence that the Americans would always answer their call. So why shouldn’t they save the big bucks that would be needed for genuine self-defense and use them for other purposes – like generous welfare states? Even better, the Americans would be left holding the nuclear risk bag, since once any conflict on the conflict escalated to that level, the nuclear conflict would be fought over their heads.

In addition, the Pew survey reinforces the results of a poll released last fall and alertly reported by my good friend Ted Galen Carpenter of the Cato Institute (who’s also just come out with an important new book on the subject).

Let’s be totally clear: This European approach has always made perfect sense from a European standpoint. But it not only makes no sense for the United States – it’s a strategy that creates the danger of national suicide because of decisions that still yoke the country’s fate to manifestly unreliable foreign publics.

Weirder yet: Avowedly America First champion President Trump has been steadily increasing the U.S. military presence in NATO’s most vulnerable – eastern European – members without having secured military spending increases from the other NATO countries that are remotely game changing.

It’s tough, therefore, to avoid the conclusion that America’s NATO allies are now giving Washington the broadest possible hint that it’s time for the United States to leave – because they’ve become utterly unreliable on top of their defense free-riding.  Why is the President acting as reluctant as any globalist to take it?

Our So-Called Foreign Policy: A China Fork-in-the-Road Coming for America First-ers?

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allies, America First, Barack Obama, China, deterrence, East Asia, globalism, industrial policy, Marco Rubio, national security, North Korea, nuclear deterrence, Our So-Called Foreign Policy, South Korea, Trade, tripwire, Trump

Something’s been bothering me for some time about the way that the national debate over dealing with China has been evolving.

Don’t get me wrong – it’s been great to see the major shift in the conventional wisdom since President Trump took office toward genuine recognition that the People’s Republic poses major economic and national security threats to the United States, that many of these threats are closely related, and that they have to be dealt with both on the economic and national security policy fronts.

That’s tremendous progress from the pre-Trump – and globalist – consensus that greater U.S. economic engagement with China was promoting more economic and political freedom in China, and more peaceful international behavior (or definitely would in some indefinite future), and that any dangers emanating from Beijing in the national security sphere are best coped with by increasing America’s military presence in East Asia (e.g., former President Barack Obama’s “pivot to Asia,” largely rhetorical though it was), cooperating more closely with the country’s allies in the region, or some combination of the two.

You don’t have to be an avid follower of world affairs to realize that the sharp distinction drawn by this globalist consensus between China economic and China national security policy was already producing a mind blowingly idiotic result: Washington was still resolving to resist any expansionist ambitions of Beijing’s in East Asia while continuing to help send China’s way floods of money and defense-relevant technology bound to turn into formidable military equipment that U.S. and other allied forces would face if conflict broke out.

Further, as I began pointing out years ago, because of the impressive progress made by both China and North Korea in developing intercontinental-range nuclear weapons, the globalist approach was exposing the American homeland to an ever increasing threat of nuclear attack – and mainly because even the U.S.’s wealthiest regional allies refused to field the (admittedly) expensive conventional military forces that could repel aggression from Beijing or Pyongyang without American help.

So everyone should be encouraged by the growing, bipartisan support for limiting the flow of U.S. resources and technology to China – even though many allegedly converted globalists continue hoping in vain that this goal can be achieved without setting limits (like tariffs) on trade and investment between the two economies.

My problem? Many of the new China hawks (and the leading example here is Florida Republican Senator Marco Rubio, who deserves considerable credit for his out-front role waking up other conservatives to the need for changing course on China) apparently believe that new U.S. trade, investment, and technology transfer curbs are mainly needed to shore up America’s decades-long position as the national security kingpin of East Asia. In other words, they’re hoping that America First-type China economic and technology policies can buttress globalist East Asia policies.

Maybe they’re right.  And if they succeed, it will at least become less likely that American troops will be killed in battle by Chinese weapons developed with dollars and knowhow from the United States.

Unfortunately, too much of the nuclear danger to the United States will remain in place – because the free-riding instincts of America’s East Asian allies inevitably will be reinforced. That is, the more confident they stay in America’s determination to protect them, the less military effort they’ll feel the need to make, and the longer U.S. military forces in places like South Korea will be needed to play tripwire roles – deterring aggression due to their vulnerability to attack and the chances that their imminent destruction will pressure a U.S. President to save them with nuclear weapons use that could trigger a similar retaliatory strike on the United States.

As I’ve written repeatedly, because taking every step possible to prevent a nuclear weapon from landing on American soil should be a much higher priority for Washington than protecting free-riding allies, it’s best for the United States to pull its troops back from the front-lines in East Asia and force its allies to defend themselves. And if this means okaying their own decisions to build nuclear forces, fine with me. I’d also sell them any conventional weapons they’re seeking – which would achieve the added benefit of improving American economic growth and employment.

Does this mean that an America First China policy would or should lack any national security dimension? Not at all. For as I first explained in this recent interview, staying ahead of China technologically will stay imperative for the United States to protect itself from the kinds of cyber-attacks Beijing is already capable of waging and has probably been sponsoring. And the threat is hardly limited to the hacking of U.S. government agencies or private businesses that originates from China. The more Americans (including individual Americans possessing valuable knowledge) use Chinese technology products because these goods have become the world’s best or cheapest, the more their privacy will be vulnerable to Chinese surveillance and ultimately blackmail. The advanced telecommunications equipment produced by Huawei is of course the most important example so far.

There’s another technology-based national security issue that purist America First-ers of my ilk need to deal with as well, and one that I haven’t sufficiently thought through. Nothing’s changed my mind about the United States being a big net loser from trade with East Asia, or about how it can retain the clout if needs in the solely from its role as a final consumption market these export-dependent economies will desperately need.

But thanks largely to failed globalist trade policies, most of the world’s semiconductor manufacturing capacity and capability is now located in East Asia – particularly in Japan, Taiwan, and South Korea. It may be tempting to believe that these countries will become more resistant to China’s power if the United States withdraws militarily from the region. But prudence counsels against simply assuming the best.

So as America First leaders start and keep offering these countries all the military hardware they need to rebuff Chinese advances, they will also need greatly to step up efforts to restore U.S. self-sufficiency in these key building blocks not only of high tech industry, but increasingly of all high value manufacturing and services. (To their credit, Rubio and some other new China realists also understand the need for redoubled American industrial policy efforts to achieve these goals.)

Attempts to reorient U.S. foreign and trade policies in America First directions are still at such an early stage that concern about these differing emphases might look premature. But events have a way of forcing major decisions much earlier than expected – either because crises erupt sooner, or because lead-times to implement new strategies can be longer, than is convenient. So all America First-ers should agree at least agree that the earlier this potential division in America First ranks is addressed, the better.

Our So-Called Foreign Policy: Time to Test U.S. “Allies” on China

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allies, America First, Asia-Pacific, Barack Obama, China, Emmanuel Macron, EU, European Union, France, globalism, Our So-Called Foreign Policy, RCEP, Regional Comprehensive Economic Partnership, TPP, Trade, Trans-Pacific Parternship, Trump

President Trump’s globalist critics in the foreign policy Blob (the Washington, D.C.-centered complex of former diplomats and military officers, genuine academics, think tank hacks, and their Mainstream Media mouthpieces) think they’ve uncovered major new proof that the administration’s America First-type foreign policies and trade policies are failing catastrophically. Actually, the developments they’ve seized upon make clearer than ever the dangerous folly of their own outdated strategies, and the urgent need for a Trump-ian course change.

What’s gotten the globalists excited: Reports that America’s allies the world over are turning their backs on Washington and either moving into China’s orbit or cultivating better relations with the People’s Republic.

In the Asia-Pacific region, fifteen countries, including American treaty allies Australia, Japan, and South Korea, have decided to join the Regional Comprehensive Economic Partnership (RCEP) – a Chinese spearheaded trade agreement that doesn’t include the United States. Although Washington is apparently free to join, RCEP’s progress is seen as a big defeat for the United States, and for Mr. Trump in particular, because for years Beijing has been pushing it as an alternative to the Asia-Pacific-focused Trans-Pacific Partnership (TPP) deal signed by former President Barack Obama but nixed by President Trump on his first full weekday in office.

TPP was touted as a counter to RCEP that was vastly preferable for the United States because its protections of the environment and labor rights, and its curbs on state-owned enterprises, created standards that China could not hope to meet any time soon. Therefore, the agreement allegedly represented both a means of containing Chinese power and a powerful inducement to the kinds of Chinese reform long sought by Washington (and at least nominally sought by the President).

In other words, it supposedly was a globalist masterstroke that was foolishly trashed by Mr. Trump. And he’s now getting his richly deserve comeuppance via the Chinese-developed RCEP, which, it’s said, doesn’t address the above issues nearly as effectively as TPP, but which has nonetheless attracted many other signatories also spurned by the Trump rejection.

As known by RealityChek regulars, the anti-China case for TPP was bogus from the start, along with its claims to promoting the kinds of reforms throughout the Asia-Pacific region that would benefits American exporters. For the agreement contained a wide open backdoor for numerous products with high levels of Chinese content, which would have enabled Beijing to realize many of TPP’s benefits without incurring any of its obligations. Nearly as bad, for all their lofty ambitions, those obligations would have been impossible for Washington to monitor and enforce adequately, as most signatory governments’ bureaucracies, along with their national industrial bases, were too large (and in the case of the governments, secretive) to track.

Moreover, these glaring TPP weaknesses raise questions that hardly strengthen confidence in globalist views both of the agreement and, just as important of U.S. Allies. Specifically, TPP’s China back door and verification shortcomings weren’t exactly secrets. And they surely reveal that the Australias, Japans, and South Koreas of the world were never very interested in containing China or pressuring it to reform in the first place. The decision of these countries to go along with an RCEP that doesn’t even try seriously to achieve these goals casts even deeper doubt on their reliability for any future American efforts to work multilaterally to cope with China.

And as for the inevitable counter-argument that the Trump TPP pullout gave these Asia-Pacific countries little choice but to accept a second-best deal more advantageous to Beijing, it doesn’t withstand scrutiny. After all, all these countries had years to work with the George W. Bush and Obama administrations to develop regional trade arrangements that could realistically hope to achieve their intertwined China and reform objectives. They all (along with those globalist Presidents) completely blew the opportunity.

On the other side of the world, the Associated Press has just reported on a similar shift by the European Union, that huge economic bloc that also contains many countries allied with the United States through the North Atlantic Treaty Organization. In an article titled “Europeans look to China as global partner, shun Trump’s US,” correspondent Sylvie Corbet wrote that “When France’s president wants to carry European concerns to the world stage to find solutions for climate change, trade tensions or Iran’s nuclear ambitions, he no longer calls Washington. He flies to Beijing.”

She added that on his recent visit to Beijing, Emmanuel Macron “portrayed himself as an envoy for the whole European Union, conveying the message that the bloc has largely given up on Trump, who doesn’t hide his disdain for multilateralism.”

In the process, though, the author made a powerful, if completely unwitting, case for American unilateralism. For according to Corbet, Macron and Chinese dictator Xi Jinping “issued a ‘Beijing call’…for increased global cooperation in fighting climate change and better protecting biodiversity. Both countries have deplored the U.S. withdrawal” from the Paris climate change accord.

Macron apparently stood by as Xi “said the two leaders were sending ‘a strong signal to the world about steadfastly upholding multilateralism and free trade, as well as working together to build open economies.’”

And for good measure, the French president touted China’s record of helping to reduce tensions in the Persian Gulf, and potential contributions to using diplomacy to persuade Iran to return to full compliance with the nuclear proliferation deal rejected by Mr. Trump. In addition, he touted China’s ability to help “develop stable and cooperative trade rules at the international level.”

To which the only serious reply from the American standpoint is, “If Macron and anyone else in Europe really believe this nonsense, and assume that they’re better off aligning with China than with the United States, then America is better off without them.” And this holds not only for trade but for security issues like Iran.

It’s been unconvincing enough for globalists to insist that the United States has no choice but to maintain alliances with countries famous for being defense deadbeats and free-riders, and fence-sitters in the campaign to create a truly open world economy (as opposed to one that winks at all instances of protectionism except America’s). But it’s positively goofy for globalists to claim that these countries would be strong and active supporters of security or economic goals compatible with U.S. and traditional free world interests if only President Trump showed more patience with them.

Of course, it’s possible – and perhaps likely – that these Asian and European moves are ultimately bluffs aimed at curbing Mr. Trump’s perceived worst excesses. But it’s at least as possible that these countries hope to create pressure on the President to accept their longstanding, “Heads we win, tail you lose,” strategy vis-a-vis the United States.

All of which reminds me of episodes when I was little, and blurted out remarks like, “I’m going to run away.” My parents often replied, “Is that a promise or a threat?” That sounds to me like a necessary and indeed long overdue U.S. response to its worrisomely feckless allies.

(What’s Left of) Our Economy: Now What in the U.S.-China Trade War?

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agriculture, allies, China, decoupling, Democrats, election 2020, forced technology transfer, Hong Kong, Huawei, impeachment, intellectual property theft, National Basketball Association, Phase One, Steven Mnuchin, subsidies, supply chains, Taiwan, tariffs, Trade, trade talks, Uighurs, verification, {What's Left of) Our Economy

This is the second working day since the United States and China reached what the Trump administration is calling a “Phase One” trade deal with Beijing last Friday, and the questions surrounding the agreement still far outweigh what’s known. That alone should tell you that towering obstacles continue blocking any confident assessment of where the President’s so-called trade war stands, much less where the conflict is likely to go. Even so, here are some observations I hope are useful.  (Teaser:  One major point concerns tonight’s Democratic presidential candidates debate.)

First, the absence of any written statements or documents from the U.S. side describing or even summarizing what’s actually in the agreement justifies big doubts that anything deserving the term “deal” has been reached at all. Further reinforcing legitimate skepticism is China’s long record of broken promises on trade.

Second, especially strong skepticism is warranted about U.S. claims that any meaningful progress has been made on the so-called structural issues focused on from the very beginning by the Trump administration. For it as I’ve long argued, China’s government is so vast and secretive, and leaves such scanty written records of key decisions, that it will simply be impossible for the United States to monitor and enforce even the most promising Chinese commitments on intellectual property theft, technology extortion, discriminatory Chinese government procurement, and Beijing subsidies that shaft U.S.-owned and other foreign businesses vis-a-vis their Chinese rivals.

Third, even if China currently means to keep its alleged promises to binge buy American agricultural products, any number of external events could upset the apple cart. They include the Hong Kong picture becoming uglier (its becoming prettier can’t be totally ruled out, but seems highly unlikely); new Chinese crackdowns on other protests that may emerge (especially among the Uighur Muslim population) or revelations of new Chinese atrocities against the Uighurs or other minorities or other protesters; more attempted Chinese bullying of high-profile U.S. businesses like the National Basketball Association; a major flare-up of tensions over Taiwan or China’s aggressive moves in the South China Sea; a step forward in the Huawei case that increases the chances that the CFO daughter of the founder of this Chinese telecommunications giant will be extradited to the United States from Canada for sanctions-busting; and Chinese moves that persuade Washington that Beijing has no intention of keeping its perceived agriculture or other promises.

Moreover, the longer China takes to ramp up its buys from American farmers, the greater the potential for these kinds of shocks to bring this “Phase One” agreement crashing down.

Fourth, the less impressive the “mini-deal” keeps looking, the more convincing my view that its apparent modesty reflects President Trump’s belief that his domestic political position has weakened significantly – both because of the new impeachment threat and signs of an economic slowdown.

It’s true that Treasury Secretary Steven Mnuchin has suggested that if the deal hasn’t been finalized by December 15, the Trump administration will go ahead with a previously vowed 15 percent increase on $156 billion worth of levies on Chinese imports. But that’s anything but a concrete threat. In addition, it’s important to note this report suggesting (the specifics are really sloppily described) that China wants the sequencing to work in the opposite way:  First, tariffs get rolled back (or frozen in place?), then the agriculture buys begin. 

Moreover, no one in the administration has said anything about reversing its Phase One-related decision to suspend a big tariff increase (to up to a formidable 30 percent on some products) previously announced to begin on October 15. So even though U.S. duties on some $360 billion worth of Chinese goods would still remain in place if China blows Mr. Trump off, there’s a real chance that Beijing won’t incur any further punishment – doubtless because the President believes that tariffs above and beyond current levels and coverage could panic investors again and further soften economic growth.

Some kind of blow-up in Hong Kong or elsewhere could yet change Mr. Trump’s calculations. But the more important point so far is that events, not the President, are now in charge of the trade talks track of his China policy.

Fifth, at the same time, none of the above means that the United States is devoid of leverage versus China and in particular the kind of clout that can keep advancing its economic as well as closely related technology and national security interests, and this is where a second, arguably more important, track of the Trump China policies needs to be remembered. As I’ve written, the President has sought not only to end the threat of China’s economic predation by forcing Chinese policy changes through tariff pressure. Although he rarely speaks of it, he’s also been trying to repel Chinese threats to U.S. security and prosperity through a series of unilateral measures aimed at decoupling the United States from China economically.

By crimping trade, investment, and technology flows, these decoupling steps are reducing America’s vulnerability to China by significantly reducing the access to the U.S. market so crucial to the success of China’s advanced industries; by shrinking the footprint of China’s state-controlled economy in America’s largely free market system; and by cutting off a Chinese tech sector that could be become highly dangerous from critical supplies of U.S. components.

Decoupling has also been advanced by those tariffs so far imposed on $360 billion worth of Chinese products (amounting to nearly 86 percent of all goods imports from China last year). They haven’t done much to achieve their stated aim of improving China’s behavior, but they have decreased China’s importance to the U.S. economy by prompting an exodus of global manufacturing supply chains out of the People’s Republic.

Further, the Trump decoupling campaign has also helped awaken many foreign governments to the China tech and broader economic threat – though because so many other countries (including major American treaty allies), were profiting so handsomely from the pre-Trump globalization status quo, progress on this front has been uneven and disappointing. (See here for why Germany, for example is so conflicted.) 

Sixth and finally, one major set of actors in this drama, though, hasn’t been very woke on China issues:  most of the Democratic presidential candidates. Sure, many have supported a policy of “doing something” on China (though rarely involving tariffs – or any other concrete measures). But so far, none seems to view China’s multi-dimensional challenge to America as a major concern – and all the top-tier contenders and most others now support impeaching the President. 

Consequently, they could greatly strengthen not only Mr. Trump’s position, but the American position, with firm declarations in tonight’s debate that China will stay squarely in Washington’s cross-hairs if they win the White House, and that therefore there’s no point in stonewalling in hopes of easier post-2020 U.S. policies. Not that any confidence looks well founded that any of them will.        

Our So-Called Foreign Policy: Why Mattis Isn’t the Last Word on “America First”

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alliances, allies, America First, China, Defense Department, globalism, Japan, Jim Mattis, Marines, Mattis, NATO, North Atlantic treaty Organization, North Korean, Our So-Called Foreign Policy, South Korea, The National Interest, Trump

By all accounts, General George S. Patton was one of America’s greatest battlefield leaders during World War II. And by nearly all of those same accounts, he had no qualifications to advise Presidents on the grand strategies that would serve the country best in world affairs.

I couldn’t help but think of Patton while reading about the contents of former Trump Defense Secretary Jim Mattis’ upcoming book about leadership lessons he’s learned during his own career in a Marine Corps uniform. For one of the main points made in Call Sign Chaos – that President Trump’s foreign policies are dangerously ignoring the vital importance of allies to U.S. security and prosperity – is not only far from obvious. This critique of America First-ism could itself be dangerously wrong.

Here’s the gist of Mattis’ case:

“Nations with allies thrive, and those without them wither. Alone, America cannot protect our people and our economy.

“At this time, we can see storm clouds gathering. A polemicist’s role is not sufficient for a leader. A leader must display strategic acumen that incorporates respect for those nations that have stood with us when trouble loomed.”

“…An oft-spoken admonition in the Marines is this: When you’re going to a gunfight, bring all your friends with guns,” he wrote. “Having fought many times in coalitions, I believe that we need every ally we can bring to the fight.”

And there can be no question that these beliefs form the core of Mattis’ policy worldview. His letter to Mr. Trump declaring his resignation as Pentagon chief shows that this decision was driven largely by his prioritizing of alliances. His stated position is worth quoting at length:

“One core belief I have always held is that our strength as a nation is inextricably linked to the strength of our unique and comprehensive system of alliances and partnerships. While the US remains the indispensable nation in the free world, we cannot protect our interests or serve that role effectively without maintaining strong alliances and showing respect to those allies.

“Like you, I have said from the beginning that the armed forces of the United States should not be the policeman of the world. Instead, we must use all tools of American power to provide for the common defense, including providing effective leadership to our alliances. NATO’s 29 democracies demonstrated that strength in their commitment to fighting alongside us following the 9-11 attack on America. The Defeat-ISIS coalition of 74 nations is further proof.

“Similarly, I believe we must be resolute and unambiguous in our approach to those countries whose strategic interests are increasingly in tension with ours. It is clear that China and Russia, for example, want to shape a world consistent with their authoritarian model — gaining veto authority over other nations’ economic, diplomatic, and security decisions — to promote their own interests at the expense of their neighbors, America and our allies. That is why we must use all the tools of American power to provide for the common defense.”

“My views on treating allies with respect and also being clear-eyed about both malign actors and strategic competitors are strongly held and informed by over four decades of immersion in these issues. We must do everything possible to advance an international order that is most conducive to our security, prosperity and values, and we are strengthened in this effort by the solidarity of our alliances.

“Because you have the right to have a Secretary of Defense whose views are better aligned with yours on these and other subjects, I believe it is right for me to step down from my position.”

In fact, the letter’s reference to advancing an international order most conducive to U.S. interests also makes clear that Mattis is a card-carrying globalist. For the defining feature of this school of thought is that because the United States lacks the ability to defend and promote its essential goals on its own, it has no choice but to nurture and support global systems that will do these jobs for it – even if such policies degrade some of its own power and wealth.

I’m not saying that because he’s a globalist, Mattis is wrong and good riddance to him from a policy-making position. Instead, I’m saying that, typically for adherents to this school of thought, Mattis evidently doesn’t know, or refuses to acknowledge, the possibility of an alternative approach, one that relies above all on America’s own considerable strengths and advantages, to security, prosperity, and freedom. I made the case for such an approach last year in this article for The National Interest (which also pointed out that the President’s actions – lamentably – haven’t been nearly as America First-y as his rhetoric).

Equally disturbing, the months since his resignation last December, Mattis seems to have overlooked the continuing emergence of evidence undermining continuing faith in globalism. Just three of the most obvious:

(a) the determination of the major allied economies of Europe and Asia to keep fence-sitting in America’s economic and strategic conflict with China – in large part because so many of them make so much money supplying the PRC’s export-focused factories;

(b) the ongoing failure of most of these allies to pay any reasonable share of the common defense;

(c) the bitter economic conflict that’s broken out between Japan and South Korea, which mocks the idea that the American military can rely on any effective help from them against aggression from North Korea or China; and

(d) the major progress made by North Korea and China in developing the kinds of nuclear forces that have created an unprecedented and needless risk of nuclear attack on the American homeland – needless because the wealthy countries anchoring the U.S. alliance system in East Asia refuse to build adequate defenses for themselves. In other words, tightly linking America’s fate to such deadbeats could wind up incinerating a major American city…or two…or three. 

So welcome to the foreign policy/grand strategy debate, General Mattis. Now how about addressing its most difficult questions seriously rather than simply repeating decades-old globalist mantras?

Making News: Podcast Now On-Line of New G7 Summit/Asia Trade Interview with Joe Piscopo…& More!

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allies, G7 Summit, Joe Piscopo, Making News, Market Wrap with Moe Ansari, New York Yankees, The Joe Piscopo Show, Trade, Trump

I’m pleased to announce that the podcast of my interview this morning on Joe Piscopo’s drive-time New York City radio show is now on-line.  Click here for a timely discussion of the big global economic summit that’s wrapping up today in France, the latest developments on the turbulent world trade front, and what the meeting’s revealing about America’s relations under the Trump administration with its allies in Europe and Asia.  My segment starts a little after the 22-minute mark.

Special bonus:  To close out the segment, Joe and I talk Yankee baseball!

In addition, at 3 PM EST, I’ll be discussion the same subjects on the nationally syndicated radio show Market Wrap with Moe Ansari.  I’m not sure whether this interview will be broadcast live or sometime later today, but if it’s the former, head to this page and scroll down to “Listen Live” link.  If the latter, I’ll let you know ahead of time if possible, and will of course post a link to the podcast as soon as it’s available.

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

Our So-Called Foreign Policy: America’s Asian Alliances Have Become More Dangerous Than Ever

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alliances, allies, Asia, China, deterrence, Japan, North Korea, nuclear weapons, Our So-Called Foreign Policy, South Korea, tripwire

With all the uproar generated, at least among globalist foreign policy professionals, by President Trump’s various verbal attacks on America’s alliance arrangements, it’s easy to forget their most important purpose. It’s not to protect allies for their own sakes, much less to “uphold the liberal global order” or to “promote American values”  or to “preserve international stability.” 

Their most important purpose is to increase via the use of the allies’ military forces the odds that if a conflict breaks out in a particular neighborhood deemed crucial to America’s own interests, that the United States will prevail. The other aforementioned objectives can of course line up with this overriding military objective, and they can of course result from its attainment. But the alliances’ fundamental raison d’etre is to help the United States on the battlefield in a region whose freedom from foreign domination is considered crucial to America’s own security and/or prosperity.

Further, this military assistance once the shooting starts matters a lot because such support can go far toward preventing these regional conflicts from triggering the use of nuclear weapons, and thereby preventing possible nuclear attacks on American territory.

All of which is why recent trade tensions between Japan and South Korea – America’s two leading allies in East Asia – should be of such urgent concern. For the feud, which has just prompted South Korea to pull out of a military intelligence sharing agreement it had recently reached with Japan, could not be a clearer sign that none of Washington’s longstanding assumptions about such crucial military support from these two countries remains valid – if they ever were – and that these arrangements are now not only outdated, but dangerously outdated.

For the quarrel’s outbreak and intensification represent the most important evidence to date that both Japan and South Korea care little about providing such support in an effective way – which unavoidably requires them to work together. How can they cooperate, and thereby effectively reinforce U.S. military operations, if they literally won’t even talk to each other about current or emerging battlefield conditions and threats?

And if Japanese and South Korean assistance will remain marginal at best (a conclusion supported by the relatively modest size and capabilities of their own forces, which have long been unable to repulse regional aggression without American assistance, despite the huge size of their economies) then the odds of keeping any regional conflict non-nuclear – and keeping the U.S. homeland safe from North Korean or Chinese nuclear attack – become unacceptably low for the United States.

At one time, the United States could have eased this dilemma satisfactorily by spending still more money on conventional forces for the defense of countries that are alarmingly blasé about defending themselves – however dubious this option is on military grounds alone. (For how promising are efforts to protect countries that are so determined to avoid risks and costs?)

But because of the emergence and improvement of the nuclear forces of North Korea and China, respectively, even that option will no longer squares the circle adequately.  Which means that the alliances (including in the North Atlantic Treaty Organization – NATO – on the other side of the world) have reached the point of becoming net threats to U.S. national security, not net boosters.

Worst of all is American policy on the Korean peninsula.  It remains unchanged  from the days when North Korea arguably could be deterred by threatened U.S. nuclear weapons use from attacking with its own superior conventional forces because it lacked nuclear retaliatory capability.  As a result, it continues to station nearly 30,000 American troops right near the border of the aggressive and volatile North for the express purpose of creating a “trip wire.”  In other words, North Korea might now be able to destroy U.S. cities with its own nuclear bombs, or soon might be able to in response to American nuclear use. But Washington still recklessly seeks to prevent any such attack by the North in the first place by placing these troops in imminent danger and leaving nuclear use the only realistic option of saving them if hostilities ever did break out.  

If a standard globalist President was occupying the Oval Office, it would be understandable that he or she would be responding to the Japan-South Korea feud and its alliance implications by wishing it away. But Donald Trump is an avowed America First President – and has demonstrated many instincts along these lines. Why is he waiting to long to take this latest, massive hint, and leave these increasingly unreliable countries to their own (considerable) devices?

Im-Politic: Muddled Iran Deal Messages from the Democrats

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allies, Amy Klobuchar, Cory Booker, Democratic Party, Democrats, election 2020, foreign policy, Im-Politic, Iran, Iran deal, Iran nuclear deal, JCPOA, Joint Comprehensive Plan of Action, Kamala Harris, McClatchy News Service, Obama, oil, Persian Gulf, sanctions, Trump

The usual gang of political observers and commentators (apologies to the soon-to-be-departed Mad magazine) seem to agree that this year’s Democratic candidates for President haven’t been paying much attention yet to foreign policy. Here’s my explanation: The more many of them say about the subject, the clearer their ignorance and incoherence will become, and the last few weeks have just provided a splendid example – public positions stake out on whether to rejoin the 2015 international deal aimed at curbing and slowing Iran’s nuclear weapons development.

You’ll recall that the Iran deal (officially known as the Joint Comprehensive Plan of Action, or JCPOA) was signed by the Islamic Republic on the one hand, and China, France, Germany, Russia, the United Kingdom, and the United States on the other. Under its terms, Iran agreed to certain restrictions on its nuclear program in return for substantial relief from various, mainly economic, sanctions imposed by some of these individual countries, along with the United Nations as a whole, in retaliation both for Iran’s nuclear and some other activities deemed unacceptable threats to international security.

Even the deal’s backers conceded some serious flaws, but insisted that its terms were the best possible given divisions among the United States, its allies, and Russia and China about how hard to press Iran (generally due to differences over the value of resuming commerce as usual with Iran). I initially bought this line, too. But as I recently wrote, ensuing developments – mainly the devastating impact on Iran’s economy of unilateral U.S. sanctions reimposed by Washington once President Trump withdrew from the agreement in May, 2018 – makes clear that Iran’s interlocutors had much more leverage than they (including then President Obama) claimed, and that a better deal was always possible.

Enter the 2020 Democrats. Understandably, they’re seeking to criticize the Trump foreign policy record whenever they can, and many have attacked his decision to pull out of the JCPOA. But most of these attackers have implicitly expressed agreement with the Trump view that the deal can and must be improved.

Take Flavor of the Month Kamala Harris. According to the first-term California Senator, Mr. Trump deserved the blame for the recent rise in tensions in the Persian Gulf that culminated in alleged Iranian attacks on oil tankers and an American drone because he “put in place a series of events that led to” those moves. By this she of course meant Iran’s apparent decision to follow through on its threats to defend legitimate interests it sees as threatened by (a) the United States’ overall economic “maximum pressure” campaign aimed at ending Tehran’s alleged regional aggression, and (b) more specifically by the Trump administration’s cancellation of sanctions waivers that had permitted other countries to buy some of the oil Iran desperately needs to sell in order to stay afloat economically.

As the Islamic Republic stated, it would seek to press the other signatories to convince the United States to back off the sanctions by pulling out of several provisions of the nuclear deal (chiefly, those limiting its ability to create bomb-grade uranium) and by preventing any other countries from importing any Persian Gulf oil themselves.

How would Harris respond? She told a CBS News reporter, “Well frankly, I believe that we need to get back into the Iran nuclear deal.” That’s certainly logical, since respecting the deal’s terms would require that Washington drop its sanctions, presumably granting Iran the economic support it’s seeking and eliminating any reason for attacking Gulf shipping.

But she then (unwittingly, it seems) endorsed the position of the President and other critics that deal improvements are urgently needed – and possible: “I would strengthen it. I would include ballistic- ballistic missile testing. I think that we can strengthen what we do in terms of monitoring and verification, of progress.” Never mind, of course, that there’s no sign to date that any of the other signatories agree.

And to compound the confusion, Harris proceeded to pivot back to praise for the agreement as-is: “But there’s no question that a lot of negotiation with a great deal of depth took place over a long period of time to reach that agreement, and it was it was an agreement that was being complied with by all parties.”

My head is spinning, and yours should be, too.

But evidently Senators Cory Booker of New Jersey and Amy Klobuchar of Minnesota understand Harris’ message perfectly. Because it’s their message, too.

In their initial presidential debate appearances, both these supporters of the original deal attacked the Trump pull-out but their support for reentry seemed linked to implementing changes.

Said Booker ““It was a mistake to pull out of that deal. Donald Trump is marching us to a far more difficult situation.” But he then promised, “If I have an opportunity to leverage a better deal, I’m going to do it.”

Klobuchar charged that the Trump pullout “made us less safe” because although the agreement “was imperfect…it was a good deal for that moment.” But apparently she now worries that – just a few years later – the moment has passed. For she suggested that (according to the McClatchy News Service summary cited above) “the agreement’s ‘sunset periods’ – caps on Iran’s enrichment and stockpiling of fissile material set to expire five to 10 years from the next inauguration– [are] a potential point of renegotiation.” Of course, the short duration of these caps was cited by deal critics as a major weakness.

A common aphorism holds that it’s “Better to remain silent and be thought a fool than to speak and to remove all doubt.” If these Iran deal stances are any indication, most Democratic candidates are demonstrating major political smarts, at least, by avoiding foreign policy issues.

Our So-Called Foreign Policy: The Iran Crisis’ Real Lessons on Multilateralism

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allies, America First, Barack Obama, foreign policy, globalism, Iran, Iran deal, Iran nuclear deal, Iran sanctions, JCPOA, Joint Comprehensive Plan of Action, multilateralism, Our So-Called Foreign Policy, sanctions, Trump, unilateralism

If you think about it seriously, the main sequence of events that’s led up to the latest surge in U.S.-Iran tensions has dealt a hammer blow to the mainstream U.S. foreign policy idea that going it more or less alone is a formula for failure in world affairs, and that closely cooperating with allies is one of the biggest keys to success.

To remind: The mainstream (in the case of Iran, overwhelmingly its left-of-center wing) has been charging that the two countries have moved close to major conflict because, over allies’ objections, an America First-oriented President Trump pulled out of the deal negotiated during President Barack Obama’s administration with the European Union (EU), the United Kingdom, Russia, and China and Iran to restrain Tehran’s nuclear weapons development. And Washington then proceeded to antagonize Iran gratuitously by ramping up its own economic sanctions. As a result, Iranian leaders have threatened to start violating some of its nuclear agreement commitments, and has further protested these actions by lashing out regionally – including (as seems to be the case) attacking tankers transporting vital oil supplies through the Persian Gulf and its narrow Straits of Hormuz.

So if only Mr. Trump had listened to the allies and stayed in the agreement – i.e., if he followed an approach called multilateralism – all would be (reasonably) well in the volatile and oil-rich Gulf region. And to be fair, I myself initially bought the multilateralist reasoning when the nuclear deal (officially known as the Joint Comprehensive Plan of Action, or JCPOA) was finally reached, agreeing that without allied buy-in, the United States could never create enough pressure on Iran on its own (i.e., “unilaterally”) to prevent Tehran from going nuclear for any length of time.

And yet, as I eventually realized, this narrative held no water whatever. For the United States has proved eminently capable of inflicting major pain on Iran’s economy all by itself – by dint of its ability to deny companies that do business with Iran (including companies from allied and other foreign countries) access to the U.S. dollar-dominated global banking and payments system. America’s unilateral power, in turn, strongly reinforces the argument that the Obama administration (and the allies) could have secured much better terms from Iran than the deal currently contains.

It’s true that weakening Iran economically is no guarantee that it will turn from the nuclear weapons path. But neither is the agreement. The strongest argument made on its behalf is that it pushes back any possible nuclear-ization by roughly fifteen years. Even strong supporters, though, acknowledge it contains important verification loopholes. And had the United States remained in the JCPOA, and imposed none or few of its own sanctions, when Iran did “break out,” it would have surely been much stronger economically than otherwise – which couldn’t serve the interests of anyone worried about the Islamic Republic.       

Even more important than my own evolving views: Iran itself clearly understands the United States’ matchless leverage, too. That’s why it’s been so enraged by the American withdrawal from the nuclear agreement – even though all the other signatories remain part of the pact. Its leaders apparently understand that, in this instance, U.S. allies’ words and even deeds don’t matter much.

And as for the allies augmenting American power and influence in this episode – because their top priority (rightly or wrongly) is preserving the nuclear deal, they’re trying to frustrate American aims nowadays, not support them.

Multilateralism certainly can be a useful, effective U.S. approach to various international challenges. But contrary to the impression created by its staunchest champions, allies need to do their part, too. If consensus among all parties is lacking, multilateralism can too easily become a recipe for paralysis and inaction. In other words, like all other tools or tactics, it’s simply a tool or tactic. It mustn’t be treated as an end in and of itself.

And this caveat, of course, goes double for the United States. For as the Iran situation shows, it’s unique among the world’s major powers in having many, and robust, unilateral options.