Following Up: It’s Fish-or-Cut-Bait Time for the U.S. Alliance with South Korea

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alliances, allies, America First, burden sharing, CCP Virus, coronavirus, COVID 19, deterrence, globalism, North Korea, nuclear war, nuclear weapons, Our So-Called Foreign Policy, South Korea, The National Interest, tripwire, Trump, Wuhan virus

Just last week, I posted about how U.S. grand strategy in East Asia is heavily reliant on dangerously unreliable allies. So what a pleasant surprise to yours truly that the very day afterwards, polling data was published making clear just how fitting my description is of South Korea – a longtime bulwark of the American military position in the region. Just as important, the findings also confirm both (1) that the longtime strategy – which has largely continued during the Trump years – could result in American troops finding out during combat that forces and facilities they were relying on for support aren’t available after all; and (2) that coddling this fecklessness risks needlessly entrapping the United States into a nuclear war.

Although almost completely uncovered in the American media, the U.S.-South Korea alliance has been nearing a crossroads for months, as President Trump has insisted that the Seoul government pay more of the costs of stationing American forces on South Korean soil, and the South Koreans have responding with a mixture of grudging concessions at negotiations over the subject, and outright indignation. And in a July 23 National Interest post, a team of scholars from Western Kentucky University showed that a majority of the South Korean public feels exactly the same way.

There’s no question that, as a fully sovereign, independent country, South Koreans and their government have every right to hold whatever opinion they wishes about its security relations with the United States. But of course, Americans and their government are entitled to the same views, and it would be entirely reasonable to regard South Korea’s opinions and policies as complete – and dangerous – outrages.

As the Western Kentucky researchers show compellingly, numerous polls, as well as a recent survey of their own, show that strong majorities of South Koreans want the U.S. military to remain in their country because they believe that these forces are crucial to their own country’s security. But they’re also decidedly reluctant to accommodate the U.S. requests to shoulder more of the defense burden.

From an American standpoint, these attitudes would be understandable if any combination of the following conditions still described South Korea – it’s a poor country that can’t afford to defend itself adequately, or it’s already spending on its down defense to the max, or it doesn’t face very serious security threats to begin with. These conditions might also warrant cutting the South Koreans some slack when it comes to their resentment of President Trump’s allegedly heavy-handed approach to the issue – which the polls show tend to increase their unwillingness to pay more of the costs of hosting U.S. forces. After all, no one likes being bullied.

Here’s the problem, though, from an American standpoint: None of these conditions hold. And none are close to holding. For as of last year, South Korea was the world’s twelfth biggest economy, with total output of about $1.63 trillion. The gross domestic product of highly secretive North Korea’s is estimated at about $20 billion. That’s 0.01 percent of the South’s total. (Here‘s a handy source for the data.)

South Korea’s military spending isn’t real impressive, either. Both in absolute terms and as a share of its economy, it’s gone up. But as of last year, it was still only 2.7 percent of its gross domestic product. By comparison, the United States spends 3.4 percent of its economy on the military. (For both figures, click on this link.)

It can still be argued –as the Western Kentucky researchers maintain – that the South Koreans are already being more than generous in funding the U.S. military presence, and that a change in Trump attitude would likely induce more cooperation. But their defense burden-sharing views – as has been the case with so many others – weirdly ignore how the most valid standard by far is not whether the South Koreans (or any other U.S. ally) are paying as much as the United States for their defense or slightly more or slightly less or whatever. The most valid standard is whether they’re paying as much as is needed (adjusted for their capabilities of course) to defend themselves on their own. And the reason could not be more obvious: For all the talk of “common defense,” it’s their security that’s most at risk, not the United States’. (See my contribution to this anthology – from 1990 – analyzing this largely off-base burden-sharing debate.) 

And nowhere is this difference starker than on the Korean peninsula – on which South Korea is right next door to a North Korean regime that is widely described as dangerously aggressive or utterly deranged. Yet whatever you think of North Korea, nothing could be clearer than that it poses a much greater danger to South Korea than to the United States.

This observation, of course, brings us to the most completely unacceptable feature of this situation for Americans: It’s precisely because South Korea is flagrantly free-riding in defense matters that tens of thousands of U.S. troops need to be stationed right at the Demilitarized Zone dividing the peninsula, and why nowadays (as opposed to the period during which North Korea had no nuclear capabilities) their presence could well result in the U.S. homeland being hit by a North Korean nuclear warhead.

That’s because, as I’ve repeatedly explained, the mission of these U.S. forces isn’t to contribute a successful conventional military defense of South Korea.  They’re too weak – even with the help of the South Koreans.  Instead, their mission is to serve as a nuclear war tripwire – to prevent (or in the parlance of strategists “deter”) a North Korean attack in the first place by creating the danger that a U.S. President will respond to their imminent destruction by turning the conflict nuclear.  But however important South Korea is, is it really worth the complete destruction of a major American city, or two, that would result from a successful North Korean retaliation?

That this question has been evaded continuously by the U.S. government ever since North Korea’s nuclear forces began nearing intercontinental capabilities is appalling enough. That it’s still being evaded by a President supposedly devoted to America First principles – and now that Americans have had months of experience with the upheaval caused by a virus that for all its dangers can’t directly destroy any of the country’s infrastructure and the rest of its physical plant – is nothing less than masochistic. Indeed, compared with these nuclear issues, America’s legitimate gripes about finances are wildly misplaced, unless they’re seeking to pressure Seoul to become militarily self-sufficient – which they aren’t.

There’s one consideration that could overrule all these objections: If President Trump concluded that South Korea’s security was a vital American interest, and therefore by definition worth putting America’s very survival on the line for. But revealingly, no such utterances of the kind have issued from the administration. And if they had, of course, then the United States would automatically lose all its leverage in the defense costs talks with South Korea, as Seoul could be confident that America would (as so memorably pledged in former President John F. Kennedy’s 1961 Inaugural Address) “pay any price, bear any burden, meet any hardship” to keep it free – and, incidentally, prosperous.

And here’s the icing on this cake: The public opinion findings presented by the Western Kentucky authors suggest that South Koreans on the whole aren’t so completely terrified by the threat from the North as Americans suppose them to be. For example, the authors’ own survey found that only 70 percent agreed that they were “concerned about North Korea’s nuclear weapons program.” And the authors report that “South Koreans were only mildly concerned about North Korea using military force against them ….”

Does this sound like an ally that’s certain to stand shoulder-to-shoulder with Americans if military tensions in its own neighborhood approached the boiling point? That would promptly increase the preparations needed for imminent conflict? Or one that would keep hemming and hawing until the shooting actually started – and even afterwards attaching more importance to showing good faith to the North in hopes of halting the conflict than in mounting the most effective defense possible, much less helping the United State seize the initiative when the opportunity came? Anyone who believes that staunch South Korean backing can simply be assumed in any of these circumstances simply hasn’t been paying attention, and would be backing a policy sure either to produce calamitous defeat, or to push Washington to use nuclear weapons as a Hail Mary – and risk North Korean retaliation in kind.  

Finally, to return to a point made earlier: South Korea is a sovereign, fully independent country that’s completely entitled to pursue its own policy course. And if it’s not worked up about a North Korea threat to respond enough to give a joint defense of its territory a reasonable chance of success, it’s not for Americans to complain. Instead, it’s for them to either put their collective shoulder to the wheel and commit fully to defend the South come what may – or take the hint, get out of Dodge ASAP, and make sure they don’t have to pay the consequences if South Korea is wrong.

Our So-Called Foreign Policy: Trump’s Acting Like Uncle Sucker on Alliance Burden-Sharing

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alliances, allies, America First, Blob, Bloomberg.com, burden sharing, Europe, globalism, Japan, NATO, North Atlantic treaty Organization, Our So-Called Foreign Policy, South Korea, Trump

While much of the world is on pins and needles wondering whether President Trump will reach a big trade deal with China and how it will impact the U.S. economy and global commerce, Mr. Trump’s negotiating reputation has also been on the line on another major international front – America’s relations with its top security allies. And the latest reported developments add to the evidence that he’s going to fail miserably.

According to a March 8 Bloomberg.com article, the Trump administration is planning to insist that countries hosting American troops pay the full cost of these deployments, along with an extra 50 percent of that full cost for what’s described as the “privilege” of enjoying American protection.

Predictably, the allies, along with Washington, D.C.’s bipartisan globalist foreign policy establishment are sputtering with outrage – accusing the President of viewing these security relationships as lowly “transactional” relationships focused on enhancing purely American interests rather than as vital pillars of a global liberal, democratic order that since the end of World War II has benefited the United States more indirectly by promoting worldwide peace, prosperity, and democracy. In a journal article last year, I described at length why this quintessentially globalist approach to foreign policy and national security has long been creating many more big problems than it solves for a country as fundamentally secure and prosperous as the United States.

As a result, I strongly sympathize with any efforts to overhaul America’s alliances, however many specific criticisms I may have with the President’s tactics. But the most immediate problem with the Trump strategy is that the President keeps shooting himself in the foot. Specifically, he has repeatedly undercut U.S. leverage by proclaiming that he, too, views these arrangements as crucial for America to maintain.

For example, just two months ago, Mr. Trump insisted that “We’re gonna be with NATO [the North Atlantic Treaty Organization, which binds the United States militarily to Europe] 100 percent ….” Last July, he declared “…I believe in NATO. I think NATO is a very important — probably the greatest ever done.” And the previous year, he explicitly endorsed the alliance’s Article V, which legally commits the United States to come to the defense of any member under outside attack.

Regarding the American alliance with South Korea, Mr. Trump told that country’s National Assembly in November, 2017 that U.S. commitment to that country’s defense represented a line “between peace and war, between decency and depravity, between law and tyranny, between hope and total despair. It is a line that has been drawn many times, in many places, throughout history. To hold that line is a choice free nations have always had to make. We have learned together the high cost of weakness and the high stakes of its defense.” 

And that June he vowed at a Washington, D.C. press conference with South Korean President Moon Jae-in, “the United States will defend itself, always will defend itself, always, and we will always defend our allies.”

Meanwhile, shortly after his inauguration, Mr. Trump and Japanese Prime Minister Shinzo Abe issued a statement affirming that “The unshakable U.S.-Japan Alliance is the cornerstone of peace, prosperity, and freedom in the Asia-Pacific region. The U.S. commitment to defend Japan through the full range of U.S. military capabilities, both nuclear and conventional, is unwavering.”

It’s true that the President has spoken repeatedly, both as a candidate for the White House and as a chief executive, of his desire to withdraw American troops from these countries at some unspecified point. (This archive contains an indispensable, useful comprehensive collection.) But it’s also true that Mr. Trump has endorsed the defining globalist precept that U.S. “security and prosperity [have] depended” on “pushing back” versus threats to the allies.

During his successful White House run, candidate Trump faulted Democratic candidate Hillary Clinton – a Secretary of State under President Obama – for dooming any prospects for reforming American alliances by continually touting their paramount virtues. One of these critiques (cited in the aforementioned archive) is worth quoting at length:

“Now, Hillary Clinton said: ‘I will never leave Japan. I will never leave Japan. Will never leave any of our–‘ Well now, once you say that, guess what happens? What happens? You can’t negotiate. In a deal, you always have to be prepared to walk. Hillary Clinton has said, ‘We will never, ever walk.’ That’s a wonderful phrase, but unfortunately, if I were on Saudi Arabia’s side, Germany, Japan, South Korea and others, I would say, ‘Oh, they’re never leaving, so what do we have to pay them for?’ You always have to be prepared to walk. It doesn’t mean I want to walk. And I would prefer not to walk. You have to be prepared and our country cannot afford to do what we’re doing.”

In other words, Mr. Trump was making one of his characteristic charges that his opponent – and the establishment foreign policy “Blob” to which she’s belonged — had turned the United States into an “Uncle Sucker” who’d forgotten that Washington’s top priority is looking after the American people, not foreign populations. If he doesn’t get his alliance diplomacy act together soon, this self-described master deal-maker will start deserving the same label.

Our So-Called Foreign Policy: America’s Foreign Policy Blob Challenged from Within

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alliances, allies, America First, Asia, Blob, burden sharing, Chas W. Freeman, East Asia, East Asia-Pacific, establishment, globalism, Japan, North Korea, nuclear deterrence, Our So-Called Foreign Policy, South Korea, Trade, Trump

Chas [that’s not a typo] W. Freeman isn’t exactly a household name. He’s even far from the most prominent member of the U.S. foreign policy “Blob” – the bipartisan establishment of current government bureaucrats, former officials, think tank-ers, academics, and journalists whose members for decades have both constantly changed exchanged jobs as their particular political patrons have rotated in and out of elected office, and helped keep the nation’s approach to international affairs on a strongly activist, interventionist (i.e., globalist) course for decades.

That is, they’ve succeeded in this mission until Donald Trump’s election as president, and even he hasn’t managed to throw off their grip completely. (See this 2018 article of mine for an explanation of how globalism and the “America First” approach touted by Mr. Trump differ, and examples of how his foreign policy decisions have reflected both strategies so far.)

But Freeman is a card-carrying member of the Blob – as one look at his bio should make clear. And that’s what makes this recent speech of his so interesting and important.

The address, delivered to a world affairs conference in Florida, has attracted the most attention (especially on Twitter) for its critique of President Trump’s China policy. And that makes perfect sense given the Freeman literally was present at the creation of the Nixon-era outreach to the People’s Republic that ended decades of Cold War hostility and set the framework for bilateral relations from the early 1970s until the Trump Era began.

But in my view, the China portions are eminently forgettable – amounting to a standard (but less oft-stated these days) Blob-y claim that the PRC is being scapegoated for chronic failures of U.S. domestic economic and social policy.

What really stands out is this passage – which clashes violently with the Blob’s defining worship of America’s security alliances and dovetails intriguingly, albeit only partially, with my own views of how America’s economic and security strategy toward China and the rest of East Asia should evolve.

According to Freeman (and he’s worth quoting in full):

“President Trump has raised the very pertinent question: Should states with the formidable capabilities longstanding American “allies” now have still be partial wards of the U.S. taxpayer? In terms of our own security, are they assets or liabilities? Another way of putting this is to ask: Do our Cold War allies and their neighbors now face credible threats that they cannot handle by themselves? Do these threats also menace vital U.S. interests? And do they therefore justify U.S. military presences and security guarantees that put American lives at risk? These are questions that discomfit our military-industrial complex and invite severe ankle-biting by what some have called ‘the Blob’ – the partisans of the warfare state now entrenched in Washington. They are serious questions that deserve serious debate. We Americans are not considering them.

“Instead, we have finessed debate by designating both Russia and China as adversaries that must be countered at every turn. This has many political and economic advantages. It is a cure for enemy deprivation syndrome – that queasy feeling our military-industrial complex gets when our enemies disorient us by irresponsibly defaulting on their contest with us and disappearing, as the Soviet Union did three decades ago. China and Russia are also technologically formidable foes that can justify American R&D and procurement of the expensive, high-tech weapons systems. Sadly, low intensity conflict with scruffy ‘terrorist’ guerrillas can’t quite do this.”

If you ignore what I view as the not-very-informative shots against the “warfare state,” you can see that Freeman comes close to exposing some of the main weaknesses and even internal contradictions of both main factions in the national China policy debate, and (unintentionally, but unmistakably) provides some support for the America First set of priorities I’ve proposed.

Specifically, supporters of pre-Trump China trade policies generally have insisted that China and the rest of East Asia are crucial to America’s economic future because of their huge and fast-growing markets and overall dynamism. But although they staunchly back maintaining the U.S. alliances in the East Asia-Pacific region that has long aimed to secure the political independence of its non-communist countries and thereby keep their economies open to American exports and investment, they keep ignoring three major problems created by this approach.

>First, the trade and broader China economic policies they’ve stood for have greatly enriched and strengthened the country posing the greatest threat to East Asian security. (See, e.g., this column.) 

>Second, because of the growth and increasing sophistication of Chinese and North Korean nuclear forces, America’s alliances in the region have brought the U.S. homeland under unprecedented threat of nuclear attack from both of these rivals.

>Third, despite the alliances, countries like Japan and South Korea have remained highly protectionist economies whose trade predation has damaged America’s overall economy and particularly its manufacturing base. In fact, there’s every reason to believe that U.S. security objectives have enabled this allied trade predation, by preventing Washington from retaliating effectively for fear of antagonizing Tokyo and Seoul.

The Trump policy mix strikes me as being much more internally consistent. In large measure because of fears of growing Chinese military might, it’s trying to use both trade and investment policy to curb Beijing’s use of intellectual property theft and technology extortion in particular to gain regional parity with U.S. forces and thus make America’s alliance commitments much more dangerous and costly to fulfill. The administration also deserves credit for recognizing the purely economic damage Asian trade predation has caused America.

But for all the president’s complaints about defense burden-sharing, he, too, appears determined to keep the alliances intact. Hence his recent insistence that South Korea pay more of the costs of the U.S. troop deployments on its soil despite his repeated claims about the alliance’s necessity. Just as important, although the Trump Asia policies have sought more balanced trade flows with regional allies, these very efforts make clear how unsatisfactory these economic relationships have been. As a result, they sandbag the case that the United States must run major military risks to preserve them.

Freeman’s speech suggests support for a different set of priorities. In one sense, they’re logical: If, as he suggests, its security alliances in East Asia are no longer good deals for the United States, then it’s indeed not such a big deal from a security perspective if America’s economic policies toward China are helping Beijing increase its military power – and boost the odds that it will someday control the region to America’s economic detriment.

Yet Freeman’s apparent priorities fail on the purely economic front, as they seem to propose doing nothing whatever to combat the Chinese policies that have harmed America’s economy.

And that’s why the America First recipe I’ve proposed makes the most sense:

>First, disengaging from an increasingly hostile and economically dangerous China (largely because no trade deal can be adequately verified).

>Second, recognizing that trade with the entire East Asian region has been a loser for the United States and certainly not worth the growing military risks to the American homeland – and thereby concluding that the U.S.’ still-overwhelming economic leverage is likeliest to secure whatever improvements in trade and commercial relations are needed.

>Third, wherever possible, using this economic leverage to shift jobs offshored to Asia but not likely to return to the United States (because they’re too labor-intensive and therefore “low tech”) to Mexico and Central America. The resulting new economic opportunities could go far toward solving the Western Hemisphere’s immigration problems.

Unfortunately, because the Trump administration has its Asia priorities so confused, optimism regarding major changes is tough to justify. But Freeman’s willingness to challenge from within the Blob’s fetishization of U.S. alliances, however flawed, is a ray of hope. And who was it who said that a journey of a thousand miles begins with a single step?

(What’s Left of) Our Economy: The Rules-Based Global Order – & Other Fairy Tales

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alliances, America First, burden sharing, China, currency, Federal Reserve, Financial Crisis, globalists, Great Recession, hegemony, NAFTA, North American Free Trade Agreement, offshoring, public goods, recovery, Robert Triffin, tariffs, Trade, Trade Deficits, Triffin dilemma, Trump, World Trade Organization, WTO, {What's Left of) Our Economy

Can the foreign and domestic critics of President Trump’s latest trade policy moves finally get real – and start talking and acting like adults? I’m not referring to politicians and analysts who have pointed out problems with individual aspects of the President’s recent announcements of tariffs on various trade competitors. I’ve been one of these myself.

Instead, I’m talking about those who keep whining that Mr. Trump’s tariffs and his overall – inconsistently to be sure – emerging “transactional” approach to alliances and other international arrangements are endangering a rules- and institutions-based global order that has served both America and the rest of the world unmistakably well. No description of the post-World War II world could be less accurate and indeed more childish – not to mention more self-serving for the supposed U.S. allies and multinational business interests (and their Washington, D.C. hired guns) that have pushed this canards so insistently.

For the institutions and rules so touted by President Trump’s globalist critics were simply window-dressing created to obscure a much less aesthetically pleasing reality: The postwar (non-communist) world’s success has been based fundamentally on America’s power and wealth, and the  consequent U.S. ability to provide what political scientists call “public goods” for those aligned with it. Specifically, it almost single-handedly created the conditions on which success decisively depended: the military protection that countries recovering from war-time devastation could not provide for themselves, and the credit and export markets that were similarly beyond the capacities of their crippled economies. Just as important, during the early post-war decades, the United States could play this role for the most part without excessive security risks and economic costs.

Unfortunately, even the biggest, best-run public goods-providing country will find these arrangements unsustainable, especially on the economic front, and especially if its government is substantially accountable to its people. The essential dilemma was first identified by the Yale University economist Robert Triffin back in 1960, when American power was at or near its zenith.

Triffin’s warning was narrowly economic. He argued that the very free lending and especially spending by which such a country (which political scientists call a “hegemon”) fueled growth around the world would eventually massive international deficits and a global glut of its currency – which was serving as the world’s money – and erode global confidence that currency’s value. Either the hegemon could tighten up – and likely throw the entire world economy into a major downturn. Or it could keep over-lending and especially spending. In this case, its currency would lose enough of its perceived value to end its world-money role, and the world economy would degenerate into chaos. Or the rest of the world could keep stockpiling these excess dollars – which as the French in particular noted would result in the inflation caused by the greenback’s declining value being exported around the world.

Yet in America’s case, the ultimate engines of the paradox – at least in post-World War II America’s case – were foreign policy and domestic politics-related. The over-spending, and consequent deficits stemmed from the United States’ determination simultaneously to incur the expenses of maintaining huge military forces at home and abroad (along with dispensing considerable foreign aid), and of satisfying the American public’s growing demand for social services, without increasing taxes enough to finance these programs responsibly. At the same time, the dilemma was greatly intensified by the refusal of the foreign beneficiaries of these U.S.-provided public goods to pay many more of the costs of their own defense, or to open their markets wider to American exports.

The breakdown of these arrangements in 1971 bore out Triffin’s warnings, but although major adjustments were made globally, the rest of the world continued relying heavily on American security guarantees and markets. And in fairness, a bipartisan American foreign policy establishment addicted to intangibles like “global leadership” and genuinely worried that its European and East Asian allies could not manage their own security affairs in particular responsibly, staunchly resisted any fundamental changes to the status quo.

Fast forward to the mid-2000s, and the exact same fundamental problem reemerged. Further, a Triffin-like situation was greatly worsened by two new developments. First, the Federal Reserve decided to enable reckless over-spending by American consumers by keeping interest rates at peacetime lows not seen for many decades.

Second, American trade policy swelled the international deficits by taking a new, offshoring-focused turn starting with the North American Free Trade Agreement (NAFTA) in the early 1990s, and culminating with multinational companies’ decisions to focus tightly on supplying more and more American business and consumer demand from China, not from the United States.

Not so coincidentally, this trade policy shift was accompanied by the creation of an international organization – the World Trade Organization (WTO) – that was the first such body ever authorized to create both binding rules for any international policy sphere, and to utilize enforcement mechanisms in which the United States enjoys no special standing (as opposed, for example, to the United Nations Security Council, where the United States and other permanent members possess an individual veto over decisions).

A better recipe could not be created for empowering China (and the rest of the world’s major export-dependent economies) to view the United States as an even more attractive dumping ground for surplus production; for undermining America’s internationally recognized right to respond unilaterally; and for consequently enabling footloose multinational companies to supercharge the trade deficits by sending an astonishing amount of the nation’s production capacity to China and other super-low cost countries that could not or would not import remotely as much as they could or would export.

The end result: Rather than the United States winding up exporting inflation and (along with free-riding allies and trade competitors) bringing down a global monetary order, America exported financial instability, triggering the worst worldwide financial crisis, the deepest international economic downturn since the Great Recession, and the weakest U.S. economic recovery on record. And revealingly, to the cheers of the bipartisan American foreign policy and economic policy establishments, the first post-financial crisis president, Barack Obama, kept America’s grand strategy firmly on course.

Although it’s still unclear whether Mr. Trump is choosing an effective combination of trade and alliance policy tactics, his initiatives so far raise even more important questions. Chiefly, is he simply trying to achieve greater security and economic burden-sharing? And even if his aims at present are restricted to securing better deals, is he prepared to scrap American participation in current alliances and other international institutions altogether if U.S. tariffs and other America First-type threats don’t seem to be working?

Nonetheless, the President has opened the door to elevating America’s thinking about its global environment toward the adult levels that ultimately will be needed to prevent today’s lopsided unsustainable international arrangements from disastrous crackups. If his critics want to increase the odds that the best choices will be made, they’ll need to grow up, too.

Our So-Called Foreign Policy: Why America’s Alliance Strategy Can’t Have it All

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alliances, allies, burden sharing, China, defense spending, Financial Times, Germany, James Mattis, Japan, NATO, North Atlantic treaty Organization, North Korea, nuclear war, Our So-Called Foreign Policy, Russia, smothering, South Korea, Trump

Decades ago (literally!) I came up with an insight that’s stood the test of time pretty well. When my main professional focus was American foreign policy, I began realizing that the best way to describe the U.S. approach to its major security alliances with East Asian and European countries was to call it a “smothering strategy.” That is, American leaders were trying not only to protect Japan and Western Europe specifically from communist aggression. They were also trying to make sure that those critical regions never exploded into major war again – and principally, that Germany and Japan never resumed their roles as aggressors.

The characteristic U.S. solution? Washington would try to smother these German and Japanese impulses by removing their need to conduct any kind of independent foreign policies of their own in the first place. That’s why the United States pledged to take care of both their national security interests (with dangerous nuclear defense commitments) and their economic interests (by opening its economy much wider to their exports than vice versa). As a result, for decades, Germans (and other Europeans) and Japanese could avoid the expenses of maintaining big military establishments and concentrate tightly on the peacetime pursuits of life, liberty, the pursuit of happiness – not to mention building great wealth.

How good was this insight? To me, the proof of the pudding was America’s determination to preserve these alliances almost unchanged even after the Cold War ended, the Soviet Union disappeared, and China had not yet launched a drive to boost its influence in East Asia. To put it bluntly, U.S. leaders were still terrified that, if they were forced to face the world on their own once more, the Germans and Japanese would go bonkers again.

But this past week came some evidence that the smothering strategy is still firmly in place – despite the election of an American President who has complained loudly as a candidate as well as in office about how these arrangements are inexcusable rip-offs of the American public and especially taxpayers. At a big national security conference held each year in Germany, Trump administration officials expressed alarm at the prospect that some European initiatives to boost military spending that have barely advanced past the talking stage could might result in European forces at least sometime operating independently of their alliance with the United States – the North Atlantic Treaty Organization (NATO) – and even excluding America.

According to a Financial Times account of the meeting, U.S. Defense Secretary James Mattis reacted by insisting that these European Union “defence plans…enhance Nato’s common defence rather than detract from it. And he put down an important marker: there was, he said, a clear understanding that common defence is a Nato mission that belongs to Nato ‘alone’.”

In other words, the Trump administration has now fallen into both of the traps that ensnared U.S. alliance policy during the Cold War. It has assured the allies that its commitment to their defense is absolute – including the risk of fighting a nuclear war on their behalf – thereby gutting any incentives for them to stop “free riding” on the United States militarily and bearing a greater share of the defense burden. And it has made clear that, although it wants the allies to assume more responsibilities for their own defense, it opposes the allies gaining any more control over their own defense. Instead, the United States must remain firmly in charge.

As a foreign policy realist, who believes that national interests are much more important than particular alliances, and can clash with the preservation of these alliances, I don’t blame the Trump-ers for wanting to have their cake and eat it, too on this score – i.e., more allied resources to use as Washington wishes. Nor do I blame the Europeans for wanting as much defense assistance from Americans as they can get while continuing to skimp on their military budgets.

But as an American, I wish the administration would recognize two fatal flaws in this alliance strategy status quo. The first is the un-realism of straining to freeze alliance structures in place when the common enemy that represented their raison d’etre has been gone for nearly thirty years. The second entails the needless dangers created by continuing to provide nuclear guarantees – and the tripwire forces needed to draw it into Armageddon – for these allies when not even the partial revival of Russian and Chinese threats (along with North Korea’s development of ever more advanced nuclear weapons) has fostered consensus in how to handle them.

Of course, dissolving these alliances will entail risks. But the risks of trying to square these circles look far greater. And when considering the nuclear threats they now pose (from those North Korean as well as Chinese forces that are much more capable of credibly threatening the United States with nuclear attack, along with Russia’s Cold War holdover arsenal), they look harder to justify than ever.

Making News: Back on Nationally Syndicated Radio on Trump Tariffs — & More!

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alliances, allies, burden sharing, defense, Gordon G. Chang, IndustryToday, John Batchelor Show, Making News, manufacturing, tariffs, Trade, Trump, wages

I’m pleased to announce a return engagement on John Batchelor’s nationally syndicated radio show tonight. The segment, slated to start at 10 PM EST, will deal with the new tariffs President Trump has imposed on imported solar panels and washing machines, and whether these steps will usher in a new era of U.S. trade policymaking.

You can listen live at this link to what’s sure to be a great discussion involving John, co-host Gordon G. Chang, and me. And as usual, I’ll post a podcast of the interview as soon as one’s available.

In addition, IndustryToday.com just posted my recent RealityChek item on wage stagnation in U.S. manufacturing. Click here to see it.

Moreover, that article referred to in yesterday’s Making News item about alliance defense burden-sharing can be accessed for free after all. Just click here.

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

Making News: New Marketwatch Column on the Trump Solar Tariffs — & More!

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alliances, Apple, Brendan Kirby, burden sharing, Joe Guzzardi, Lifezette.com, Making News, Marketwatch.com, Progressives for Immigration Reform, solar panels, tariffs, Ted Galen Carpenter, The American Conservative, Trade, Trump, wages

I’m pleased to announce the publication of my latest op-ed piece – a column for Marketwatch.com explaining why President Trump was right in slapping tariffs on imported solar energy panels.  Here’s the link.

In addition, Joe Guzzardi of Progressives for Immigration Reform, recently wrote a column based on some of my findings on wage stagnation in the United States.  Through the Cagle Syndicate, it ran in several smaller newspapers around the country – e.g., here and here.

In the January-February issue of The American Conservative, Ted Galen Carpenter of the Cato Institute quoted my views on defense burden-sharing in America’s security alliances in a piece he did on the threats created by these arrangements.  The article, alas, is behind a pay wall.

Finally, in a January 19 post, Brendan Kirby of Lifezette.com featured my views on Apple’s announcement of new investments in U.S. domestic manufacturing.  Here’s the link.

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

Our So-Called Foreign Policy: The Real Message Sent by the Trump Security Strategy Blueprint

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alliances, allies, America First, Asia-Pacific, borders, burden sharing, China, Cold War, deterrence, Eastern Europe, Europe, free-riding, Germany, globalism, international institutions, internationalism, Japan, Middle East, nation-building, National Security Strategy, NATO, North Atlantic treaty Organization, North Korea, nuclear weapons, Our So-Called Foreign Policy, Russia, South Korea, sovereignty, Soviet Union, terrorism

The Blob – a wonderful nickname for the Washington, D.C.-centered complex of establishmentarian foreign policy bureaucrats, former officials, think tanks, lobbyists, and journalists – has actually come up with a useful insight in noting some important contradictions between the Trump administration’s new National Security Strategy (NSS) document, and the president’s speech announcing the document’s release.

It’s hardly new to observe that big differences on crucial issues seem to divide President Trump from his top advisers, though it’s always valuable to note, since this gap can’t possibly make American diplomacy more effective, and could cause real problems. My chief NSS-related concern, however, could be even more important: Mr. Trump’s speech once again demonstrates that he himself remains pretty confused about his foreign policy priorities – and not entirely convinced that priority-setting is particularly important at all.

Not that presidents are often perfectly consistent about America’s approach to international challenges and opportunities. And given the diversity of these challenges and opportunities, consistency itself can be a vastly overrated virtue – at best. But these days, much more clarity is urgently needed – especially since President Trump has touted himself as such a disrupter; especially since the America First-style disruption he touts is badly needed on many fronts, in my opinion; and especially since disruption is badly needed because some genuinely dangerous situations are nearing crisis territory, and some existing crises keep worsening.

With that backdrop in my mind, two of these clashing ideas – maybe described more accurately as sets of impulses? – stand out. The first has to do with America’s major security alliances. Mr. Trump has consistently, and in my view, understandably, complained about defense free-riding by countries in Europe and the Asia-Pacific region in particular that for decades have enjoyed protection by U.S. conventional and nuclear forces. And his December 18 NSS speech continued in this vein, scolding his White House predecessors for failing “to insist that our often very wealthy allies pay their fair share for defense, putting a massive and unfair burden on the U.S. taxpayer and our great U.S. military.”

He’s absolutely right that major economies like like Germany, Japan, and South Korea should pay far more, and not only because they can afford to do so – and free up American resources for major domestic needs in the process. They need to pay more because they face far greater threats from potential aggressors like Russia and China and North Korea than does the United States.

If President Trump would start highlighting the discrepancy – firmly based in geography – between the security challenges faced by the United States and those faced by its allies, he might actually achieve greater defense burden-sharing. But he makes a fatal mistake when boasts that his administration’s “new” strategy “emphasizes strengthening alliances to cope with these threats.  It recognizes that our strength is magnified by allies who share principles — and our principles — and shoulder their fair share of responsibility for our common security.”

For whenever the allies have heard phrases like “common security,” they have concluded that the United States can’t afford to put any meaningful pressure on them to boost defense budgets – because its own vital interests will always persuade it to fill any gaps. History could not teach more clearly the lesson that America’s failure to stress that its alliances are helpful assets, not vital necessities, and that its support for these arrangements is not unconditional, has been the kiss of death for any efforts to eliminate or reduce free-riding. And the Trump administration’s burden-sharing campaign will surely founder on exactly these shoals.

If we were living in another (past) decade, this shortcoming might be No Big Deal. After all, as I’ve previously written, America’s major alliance commitments, including their nuclear dimension, involved either pledges to protect arguably vital or potentially vital regions, or to deter adversaries, like North Korea, that couldn’t retaliate in kind against the American homeland. So it’s anything but entirely surprising that, for decades during the Cold War and after, these alliances achieved their overseas goals and kept the United States itself safe.

But the likeliest alliance-related potential flashpoints nowadays are totally different. Russia, which still has plenty of nuclear weapons, is seriously threatening only Baltic and other East European countries that were recklessly invited to join the North Atlantic Treat Organization (NATO) even though their fates have never been considered vital interests by American leaders. Even during the Cold War, America’s European allies were never entirely convinced that Washington would risk DC, or New York, to save Paris or London. It’s that much less credible to suppose that U.S. leader would risk a major American city to save Riga.

Frighteningly, however, that’s precisely a catastrophe that the United States today could suffer because it remains American strategy to deny a president any real choice but to act. And the means to this perilous end? A growing U.S. military presence in Eastern Europe not remotely strong enough to repel a Russian attack, but large enough to put irresistible political pressure on Washington to go nuclear to save it from annihilation, or to retaliate for its loss.

Such American tripwire forces remain on the Korean peninsula, too, and their tripwire mission also remains exactly the same – even though North Korea can now, or will shortly be able to, respond to American nuclear weapons use by destroying U.S. cities.

In other words, greater alliance burden-sharing – and probably much greater changes – now need to be squarely on President Trump’s table not simply to achieve greater economic equity and to finance domestic policies more responsibly. They’re needed to reduce as dramatically as possible the chances that nuclear weapons will land on American soil. But as Mr. Trump’s speech indicates, there’s no reason to suppose that he’s even considering this type of disruption.

The second set of clashing ideas or impulses has to do with the overall purpose of American foreign policy. I’ve been writing for decades that the main flaw in the internationalist approach dominating the country’s diplomacy for decades has been its insistence that the United States can be no more secure, prosperous, or free than the world at large. Therefore, internationalism (which Mr. Trump and many of his supporters tend to call “globalism”), whether in its conservative or liberal forms, has pursued a worldwide reformist and policing agenda even in areas where the United States had no tangible stakes whatever, or where the benefits never remotely approached the costs and risks.

In his NSS speech, Trump (again) rightly lambasted the archetypical post-Cold War version of this internationalism: “nation-building.” He emphasized that “We do not seek to impose our way of life on anyone” and repeated an important (potentially and constructively) disruptive in marker laid down in previous addresses:

“We will pursue the vision we have carried around the world over this past year — a vision of strong, sovereign, and independent nations that respect their citizens and respect their neighbors; nations that thrive in commerce and cooperation, rooted in their histories and branching out toward their destinies.”

The point about a world of “strong, sovereign, and independent nations” represents long overdue pushback against the globalist objective of a world increasingly governed by ever more powerful international rules and institutions that can only undermine national self-rule – and are likeliest to focus on restraining U.S. freedom of action.

But the business about respecting citizens and neighbors (along with his concern about “vigorous military, economic, and political contests…now playing out all around the world”), and thriving in commerce and cooperation, too strongly resembles the standard internationalist boilerplate that has launched the nation on so many, often disastrously, misguided Americanizing missions.

And although an explicit Trump-ian return to nation-building etc seems wildly improbable, first consider the president’s description of his anti-terrorism goals in the Middle East, and then try to figure out how they can be reached without transforming this dysfunctional region into something light years from where it is now, and that it has never been: “confronting, discrediting, and defeating radical Islamic terrorism and ideology” and preventing “terrorists such as ISIS to gain control of vast parts of territory all across the Middle East.”

Far better for him to focus like the proverbial laser beam on “not letting them into the United States” – a goal that, however difficult, is far more practicable than curing what ails a remote, often hostile part of the world with which the United States has almost nothing in common.

The conventional wisdom about documents like the National Security Strategy is that they’re overwhelmingly for show, have virtually nothing to do with an administration’s day in and day out decisions, and lack any meaningful predictive power. Ditto for sweeping presidential speeches on grandiose subjects. And again, the conventional wisdom isn’t entirely wrong.

But as even cynics tend to concede, just as NSS-like reports result from the work of numerous government agencies and therefore hundreds of junior and senior officials (including political appointees), prepared presidential remarks (even in this administration) usually represent the combined efforts of many White House officials and also incorporate input from a wide range of government agencies. As a result, it’s far-fetched to suppose that they’re completely devoid of meaning. For me, they can reveal two important insights about a chief executive’s foreign policy outlook and potential.

First, as suggested above, they can yoke presidents to ill-considered and even dangerous commitments. Consequently, they can create equally ill-considered and even dangerous public expectations, too. Of course, circumstances force politicians to execute U-turns all the time, but the more obvious they are (because they reverse positions prominently staked out), the more (needlessly) damaging they can be.

Second, and more important, they speak can volumes about how well presidents can handle the challenge of making hard foreign policy choices, their related willingness to acknowledge in the first place that not all good things are possible simultaneously, or even close, and their consequent ability to establish sustainable priorities. In these respects, the president’s remarks about his administration’s first NSS display too many of the shortcomings that produced globalism’s major failures.

Our So-Called Foreign Policy: Desperately Seeking Adult Polling on NATO

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allies, burden sharing, defense spending, foreign policy, NATO, North Atlantic treaty Organization, nuclear war, Our So-Called Foreign Policy, Pew Research Center, polls, Russia, Trump, vital interests

There’s not much doubt that the main purpose of this recent Pew Research Center poll was to show the unpopularity in America of President Trump’s skeptical views of the North Atlantic Treaty Organization (NATO). Published just before this past week’s summit of the U.S. defense alliance with many European countries, the survey finds that “Today, roughly six-in-ten Americans hold a favorable opinion of the security alliance….”

So that seems to be quite the rebuke to a president who has faulted NATO as “obsolete,” accused many members of being defense free-riders, and during the meeting declined to promise unconditionally that the United States would help militarily any alliance member that came under armed attack.

Actually, the survey once again shows that polls on foreign policy issues tend to be among the most incompetently and misleadingly crafted polls of all. I say this because the Pew researchers failed to raise in any of their questions any of the most important issues Americans need to think about as they assess the value of NATO. Maybe the best way to make the point is to present question possibilities that would make these issues clear.

First: Would you favor the United States militarily defending a NATO ally if embroiled in an armed conflict with Russia if this aid might result in a Russian nuclear attack on the United States?

Second, Would you favor the United States militarily defending a NATO ally if embroiled in an armed conflict with Russia, and running that risk of nuclear war, if the ally in question had never been considered by any U.S. president going back to Franklin D. Roosevelt to be a vital or even significant security interest of the United States?

Third, Would you favor the United States militarily defending a NATO ally if embroiled in an armed conflict with Russia, and running that risk of nuclear war, if the nuclear war risk existed largely because NATO’s European members collectively refuse to pay for militaries that could repel the Russians on their own?

In other words, a poll that measured Americans’ true beliefs about and support for NATO would be one that reminded them that, as with most of what’s important about life, different positions and decisions have important potential downsides as well as important potential upsides. And until pollsters begin informing Americans about the real choices they face on important questions of both domestic and foreign policy, it will be painfully obvious that theirs is yet another portion of the chattering classes in desperate need of some adult thinking.

Our So-Called Foreign Policy: Why Establishment Thinking About Containing China Remains Far from Serious

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allies, American Enterprise Institute, Asia, burden sharing, China, Daniel Blumenthal, defense budget, East Asia, entitlements, foreign policy establishment, free-riding, Japan, Our So-Called Foreign Policy, RealClearPolitics.com, South Korea, taxes, tech transfer, Trade

Congratulations to the American Enterprise Institute’s Daniel Blumenthal for coming up with some genuinely new insights into the U.S.-China balance of power and especially its relationship with the evolving economies of the two countries. Unfortunately, Blumenthal’s new essay for RealClearPolitics.com also shows that gaping blind spots remain in establishment thinking about the China challenge its members claim to be analyzing seriously.

For the purposes of this post, let’s grant Blumenthal’s mainstream assumption that it matters greatly to the United States which great power dominates East Asia politically. I disagree, but the point here is that if America does want to fend off a China challenge, greater policy changes will be needed than Blumenthal and other conventional wisdom-mongers seem ready to contemplate.

The author’s main theme is that the United States has no legitimate reason to doubt its economic capacity to prevent China from becoming Asia’s kingpin, and his new wrinkle involves measuring economic power by looking more at national wealth, and less at national economic growth. Since the U.S. wealth levels are both much greater than China’s, and since the gap has just resumed growing according to statistics he cites, America can easily afford the military forces needed to put China back in its place. And he blames China’s recent and impressive catch-up on this score on Americans’ recent (Blumenthal doesn’t specify the time frame) political decision to skimp on military spending while continue to devote exorbitant sums to entitlement spending – which has indeed long dominated the budget outlays (along with, as he’s noted, interest payments on the resulting ballooning national debt).

According to Blumenthal, Americans and their leaders as a result have chosen to elevate “the intergenerational transfer of wealth” over national security. Strictly speaking, he’s right. But other interpretations of national priorities seem just as legitimate.

For example, as the author briefly notes, the U.S. population is aging. So a major national retirement funding challenge will face even the most defense-minded politicians. That doesn’t let American leaders or the recipients of these entitlements off the hook in terms of making sacrifices needed to safeguard national security. But it’s bound to raise the question of whether the burden of sacrifice should be limited to middle class Americans. The great increase in national wealth mentioned by Blumenthal makes clear that the nation has many other resources on which it can draw to fund a bigger military – especially since the private economy’s wealth has led the surge. In other words, why not tax the rich or corporations more heavily to pay for new personnel and weapons?

One obvious rejoinder is that modest levels of taxes on wealthy Americans and on American companies are needed to ensure the economic growth needed to keep national wealth levels robust. But even accepting the doctrinaire trickle-down economics underlying this assumption, should upper-level individual incomes and business profits be completely exempted from any responsibility to pay for the military? If so, why? And wouldn’t that policy greatly loosen the relationship between national wealth and military capability emphasized by Blumenthal?

The author also neglects another big pool of resources that can be brought to bear on countering China: the wealth of America’s regional allies. Stunningly, after decades of American pleading for greater burden-sharing, countries with a far greater stake than the United States in resisting Chinese regional domination continue free-riding on U.S. defense guarantees. Why should American entitlements recipients see any reduction in benefits before Japanese and South Koreans pay at least as much for their own security (relatively speaking) as the much more geographically distant United States does? And their contributions could be immense. Japan alone, for example, is the world’s third largest national economy (behind the United States and China, respectively). 

Finally, as with nearly all the rest of the establishment, Blumenthal completely neglects the opposite side of the U.S.-China defense resources equation: The decisive extent to which American economic policy continues enriching China, and therefore continuing to enable it to afford lots of both “guns and butter” (as economists and political scientists have dubbed military and social spending). Thanks in part to literally trillions of dollars of earnings from the trade surpluses it’s long run with the United States, the Chinese pie keeps expanding strongly (that’s the economic growth whose importance Blumenthal softpedals). As a result, more new resources are generated for whatever priorities or combination of priorities the Chinese government chooses.

Even worse, as I’ve long noted, recklessly lax tech transfer policies on America’s part have for decades given the Chinese much of the knowhow needed to turn out increasingly advanced weapons and other military systems. Some signs of official concerns about this outflow have appeared in Washington lately, but U.S. leaders (and the rest of the establishment) remain woefully behind the curve.

When America’s East Asia security strategy stops bolstering the Chinese threat it depicts as such a huge concern, when it insists that local countries act like they have at least as great a stake in remaining independent of China as does the United States, when the wealthiest Americans are required to devote more of their recent immense windfalls to the common defense, and if all of those changes still leave China closing fast on the combined forces of the United States and its neighbors, it would become legitimate to ask Main Street Americans to start shouldering greater burdens. Until then, the U.S. working and middle classes will be entirely justified in demanding that the nation’s Asia strategy pass a minimal seriousness test first.