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Our So-Called Foreign Policy: An America Last Troop Agreement with South Korea

11 Thursday Mar 2021

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, allies, Biden, China, Cold War, deterrence, Donald Trump, Japan, North Korea, Our So-Called Foreign Policy, South Korea, Soviet Union, tripwire

The United States and South Korea have negotiated an agreement on sharing the cost of basing U.S. troops on the peninsula, and the outcome raises the question of why the Biden administration bothered to negotiate in the first place. For the agreement simply endorsed the offer made by the Koreans under the Trump administration. In fact, it clearly signaled to America’s other security allies that under Mr. Biden, the United States will revert to its pre-Trump policies of permitting them to skimp on outlays for their own defense, thereby needlessly exposing the American homeland to the risk of nuclear attack by the adversaries these alliances are supposed to resist.

Let’s begin by remembering why the link between these decades-old alliances and nuclear risk exist in the first place. As I’ve written repeatedly (and most comprehensively here), it resulted from an early-Cold War period American decision to give up on the hugely expensive idea of using U.S. conventional military forces to deter threats posed by the old Soviet Union, China, and North Korea, and rely instead on intimidating these foes by brandishing nuclear swords.

Non-nuclear U.S. forces, however, still played a vital role in this strategy. Their purpose was serving as “tripwires.” It was the prospect of their being destroyed by their superior enemies that was deemed likely to spur U.S. Presidents to use the nukes to save them, and creating the prospect of escalation to full-scale, intercontinental nuclear exchanges that would prevent the initial aggression to begin with.

Of course, if such deterrence failed, and a full-scale nuclear war broke out, the U.S. homeland would probabl become a casualty. But in those days, the gambit wasn’t completely crazy. In the first place, the security of the allies being protected (mainly Western Europe and Japan) was arguably vital to America’s own security. In the second place, for most of the Cold War, the United States possessed either a nuclear monopoly over the potential adversaries, a meaningful edge, or parity. And even the latter was considered adequate to keep the nuclear retaliation threat credible. In the third place, during the early Cold War decades, the allies – all of which were devastated by World War II – simply couldn’t mount serious defenses of their own.

These days, though, the alliances situation has changed dramatically. Most of the allies can still be considered vital assets for the United States. And all of them are now wealthy enough to build militaries capable of self-defense. But they choose not to, preferring instead to rely on those American military tripwires to deter attack and use their national resources elsewhere, thereby ensuring the continuing nuclear threat to the United States.

Significantly, the major ally that always and still has the least significance to America’s safety and well-being has been South Korea. In addition, the ally-adversary wealth gap is clearly widest between South Korea and its economically impoverished, Stalinist northern neighbor. But because of Seoul’s defense free-riding, because North Korea now has built an impressive nuclear arsenal and is nearing the capability of reaching the continental United States with its missiles, and because not even the alliance-skeptical Trump administration elected to remove the tripwire and thus eliminate any reason for North Korea to threaten, much less actually strike, U.S. targets, the alliance-related nuclear danger to America remains and (given North Korea’s unpredictability, could well be greatest) where running this risk is least justifiable.

Not that the Trumpers ignored the situation completely. Before his administration began, the former President did reveal some awareness of alliance-related nuclear security problems – especially in Asia. And although this theme quickly vanished from the list of stated Trump alliance concerns, he did vigorously press all the major allies, including South Korea, to boost their military budgets and pay more of the costs of hosting U.S. forces. In fact, during his term, the former President continued his pre-inauguration threats to remove some of the American forces from South Korea in order to turn up the heat on Seoul. (He actually ordered a troop drawdown from Germany for the same reasons).

The allies – including South Korea – and their enthusiasts in the bipartisan globalist U.S. foreign policy establishment predictably cried “foul,” contending that Trump had turned American alliance policy into a base exercise in “transactionalism” and “shakedowns,” and none more loudly than candidate Joe Biden last year. In an October op-ed for a South Korean new agency he made clear his determination to return to pre-Trump coddling regardless of the nuclear risk to his own country.

“As President,” he promised, “I’ll stand with South Korea, strengthening our alliance to safeguard peace in East Asia and beyond, rather than extorting Seoul with reckless threats to remove our troops.”

And unfortunately for anyone who would put America’s security first, he’s been true to his word. The latest agreement specifying South Korea’s payment level for the 28,500 American troops stationed in harm’s way right up against the Demilitarized Zone that divides the peninsula had run out in 2019. Deadlocking the talks since then had been Trump’s insistience that Seoul roughly quintuple its last agreed-on figure of about $920 million annually to about $5 billion, and consent to renegotiating the amounts each year rather than every five years. (One news account reported that this demand didn’t come from Trump himself, and that the administration eventually decided to call for a 50 percent first-year hike.)

Biden’s solution? Secure a marginal increase from 13 percent to 13.9 percent in the last annual payments offer reportedly made by South Korea. Thereafter, Seoul will boost its yearly contributions at the same rate as it increases its defense budget – which of course by definition remains woefully inadequate, since despite some recent military spending progress clearly spurred by America First-fueled anxieties, it would still require South Korea to depend on American support. (Incidentally, different accounts of the exact terms have been reported here and here.)

The result? The South Koreans are happy that the Biden administration is dealing with them in “ mutually beneficial and rational manner” and not in “a transactional fashion.” A State Department spokesperson was tickled that the deal has kept the “Biden-Harris Administration’s commitment to reinvigorating and modernizing our democratic alliances around the word to advance our shared security and prosperity.” The Mainstream Media’s globalism cheerleaders are impressed that Mr Biden is farsightedly willing to “cut allies a break to build unity in competition against China and Russia.”

And Americans are still one temper tantrum by Kim Jong Un away from either sitting by and watching nearly 30,000 of their soldiers overrun in an invasion, or trying to save them from total destruction and South Korea from armed conquest with nuclear attacks that could bring a North Korean warhead down on a major American city…or two…or three.

P.S. All indications are that the Biden administration is going to stage a rerun with Japan – though as indicated above, this ally is at least more important than South Korea.

Following Up: A New Warning on U.S. Allies’ Reliability

22 Monday Feb 2021

Posted by Alan Tonelson in Following Up

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alliances, allies, Asia, Asia-Pacific, Biden, China, deterrence, Following Up, Indo-Pacific, infotech, multilateralism, national security, Nonproliferation Policy Education Center, semiconductors, Sheena Greitens, Taiwan, Taiwan Semiconductor Manufacturing Company, tech, TSMC, Xi JInPing, Zack Cooper

Well isn’t this a kick in the pants for the Biden administration – and by extension for all Americans?. No sooner did the President give a major speech to U.S. allies on his plans to return them to the center of American foreign policy-making because they’ll be such crucial assets in vital efforts to achieve essential goals like coping with China’s rise, than a new study comes out reporting that these hopes could be in vain. 

Specifically, the United States’ allies in Asia could well stay on the sidelines in what’s arguably become the most important potential showdown with China of all: ensuring Taiwan’s independence.

As known by RealityChek regulars, keeping Taiwan free of Beijing’s control has become so pressing for two reasons. First, Chinese dictator Xi Jinping is sounding and acting more determined than ever to “reunify” what he and his predecessors have regarded as a breakaway province by whatever means necessary – including using force. And second, a Taiwanese firm, Taiwan Semiconductor Manufacturing Corporation (TSMC), has recently grabbed the global lead in actually producing (as opposed to designing) the world’s most advanced semiconductors. If China manages to control TSMC’s capabilities, it could use them to build the electronic devices and defense systems that would secure substantial technological and military superiority over the United States.

President Biden is of course correct in arguing that the more allies the United States can mobilize, the easier it will be to handle China’s increased aggression and economic predation. But that claim inevitably assumes that these allies will actually join with America to push back against China, and especially that Washington can count on their assistance if heaven forbid the missiles and bullets start flying.

And this assumption is exactly what’s questioned in a paper recently published by the Washington, D.C.-based Nonproliferation Policy Education Center. According to authors Zack Cooper and Sheena Greitens, there’s not a single country in the Asia-Pacific (or, as it’s now officially called by the U.S. government, the Indo-Pacific) region that’s sure to stand shoulder to shoulder with American forces as they seek to actually repel either a Chinese attack on Taiwan, or an effort by Beijing to turn the island into a satellite through coercive means short of full invasion, like limited military strikes, cyber-attacks, or an embargo.

In fact, write Cooper and Greitens, these allies not only would likely balk at sending their own ships, plans, and troops to buttress American forces. To varying degrees, they’d be reluctant to allow the United States the kind of access to their military bases needed to prevail over China in any of the above contingencies.

The authors believe that sufficient allied cooperation can be generated if the United States begins (ASAP!) “a series of detailed discussions with key allies about their roles in different contingency scenarios involving China and Taiwan (and for some, the South China Sea).” That advice sounds fine as far as it goes.

But the need in the first place for “detailed discussions” on such dangerous and perhaps rapidly growing threats – which would leave all countries in the region far less prosperous and prosperous if not deterred or beaten back – makes appallingly clear just how dysfunctional these alliance relationships have become. Moreover, you can be sure that the longer and more detailed these discussions become, the more allied doubts they’ll reflect, and the less likely they’ll be to produce the kind of certainty when push comes to shove that the United States or Taiwan will need.

I don’t view Cooper and Greitens analysis as gospel. But in my experience, the Nonproliferation Policy Education Center has done serious work on Asian security issues in the past, and the larger project of which this essay is a part has had support from sponsors across the political spectrum. So its warning is worth taking seriously, and if its arguments are on target, the problem they describe will resist easy solution – and not just because truly worthwhile agreements with the allies could take years to negotiate, but because the U.S.-based semiconductor production capacity needed to reduce Taiwan’s importance will take just as long to create.

Luckily, as indicated in the piece linked just above, both Congress and the new administration claim to recognize the need – at least rhetorically – to restore cutting-edge U.S. competitiveness in this and other information technology manufacturing. In the meantime, the Biden administration should of course try maintaining enough of a semblance of allied unity vis-a-vis China to give Beijing pause over Taiwan. Hopefully, Washington  can even inspire some genuine support for preserving the island’s independence.

But as I’ve written previously (in the afore-linked National Interest piece), the greater the emphasis placed on resolving the semiconductor challenge via the homegrown solution of reviving the domestic industry, instead of relying mainly on protecting Taiwan’s security militarily, the better the odds of maintaining American security and prosperity. And in any necessary negotiations with the allies, the sooner President Biden abandons his globalist faith in apologetics and gauzy preaching, and acknowledges the need for at least some of the hard-bargaining Trump-ian “transactionalism” he’s decried, the better.  

Our So-Called Foreign Policy: It’s Official. Uncle Sucker is Back

21 Sunday Feb 2021

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, allies NATO, America First, Biden, deterrence, Donald Trump, Japan, North Atlantic treaty Organization, Our So-Called Foreign Policy, South Korea

If you think this title is too harsh, and especially if you agree with his view that maintaining U.S. alliances must be central to American foreign policy-making, you need to ask yourself this: How can some of the major points President Biden made in his speech Friday to an audience containing heads of major allied governments accomplish anything but keep the United States needlessly paying outsized costs for these arrangements and even worse, running major risks that include nuclear attack, for no good reason whatever?

As known by RealityChek regulars, downsides of American security alliances both in Europe and Asia that arguably were acceptable during much of the Cold War period have become terrifying and – because stemming from stubbornly hidebound thinking and consequent policy inertia – downright inexcusable more recently. That’s because physically devastated allies literally helpless against aggression in the earliest post-World War II decades, but nonetheless retaining vital economic and therefore military potential, had fully recovered by the mid-1970s, and because their continued defense free-riding led Washington to station sizable military units (and their dependents) directly in harm’s way.

The idea was that this U.S. presence’s very vulnerability to superior conventional forces from the Soviet Union and North Korea would deter aggression to begin with. Forit would all but force a U.S. President to approve saving these American lives with nuclear weapons – whose use could trigger an all-out mutually devastating conflict.

This gamble could be defended when the United States enjoyed clearcut nuclear superiority over the Soviets, a nuclear monopoly and near-monopoly over the North Koreans and Chinese, respectively – and when allies and their potentially crucial assets were still down and out. But for many years, the nuclear gap has  closed in Europe and the the monopoly and near-monopoly in Asia vanished, and all allies in question have been amply wealthy enough to defend themselves. So Washington’s refusal to adjust means that the nation could well see nuclear warheads land on its soil because the Europeans, Japanese, and South Koreans have been permitted to be military deadbeats. Could any policy be more recklessly perverse, or determined to reward irresponsibility and cynicism?

Despite loudly griping about allied defense free-riding, raising the temperature in periodic defense burden-sharing negotiations, and rearranging some troop deployments in Europe, Donald Trump never frontally and comprehensively challenged the status quo, at least while President. Would a second term have been different? Who knows?

What is clear, especially from this latest speech by Mr. Biden, is that the United States will now be doubling down on this entire literal Americans Last strategy.

For not only did the President repeated the pre-Trump standard Washington endorsement of the core principle of the North Atlantic Treaty Organization (NATO) that “An attack on one is an attack on all. That is our unshakable vow” – which inevitably tells the allies that they can continue free-riding militarily to their heart’s content and count on American protection no matter how potentially disastrous the consequences for the American people.

He actually praised “Europe’s growing investment in the military capabilities that enable our shared defense” even though these expenditure will be definition be utterly inadequate as long as their level leaves a military gap that American conventional and nuclear forces still need to fill.

Further, in declaring that he would not view U.S. alliances as “transactional” he assured America’s so-called partners that their relationships with Washington need involve no give and take whatever, thereby guaranteeing that these opportunistic governments would raise their chronic free-riding to much loftier levels, and that Americans would bear more of the costs and risks of these arrangements than ever.

And most foolishly of all, Mr. Biden explicitly told the Europeans (and consequently the Asians) that, after the stormy Trump years, it was up to the United States “to earn back our position of trusted leadership.” That is, the kinds (long overdue) burden- and therefore risk-sharing criticisms made by the former President were completely illegitimate, and that whatever ailed the alliances resulted from Trump’s America First words and (much more modest) deeds, not from decades of allied risk- and burden-shirking.

Of course, Mr. Biden’s words were actual U.S. policy for decades before the Trump years. That’s why these arrangements became so dysfunctional from any sensible American standpoint in the first place. But by making this approach explicit, and giving the Europeans and Asians official license for their longstanding “heads we win, tails America loses” priorities, the President has not only gravely weakened his own country’s safety and prosperity. He’s destroyed whatever legitimate hopes ever existed that multilateralism and collective security could ever adequately serve any reasonable definition of American interests.

Our So-Called Foreign Policy: Trumply Deranged Coverage of a Trump Security Policy Win

11 Monday Jan 2021

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, allies, America First, burden sharing, deterrence, Financial Times, globalism, James White, Joe Biden, military spending, North Korea, nuclear weapons, Our So-Called Foreign Policy, South Korea, tripwire, Trump

I know that there’s lots more to say about last week’s outrageous Capitol Hill riot and its political and even broader fallout, but sometimes a news development comes along that’s so underappreciated and at the same time so poorly reported that I just couldn’t resist weighing in right away.

I’m talking about decisions being made in South Korea to become more militarily self-reliant, and the way they were reported in the Financial Times a week ago. The article, by Edward White, had it all as far as my Trump-y, America First-type worldview is concerned: an (apparently unwitting account) of signs of a clearly emerging potential triumph for this approach to U.S. foreign policy; a comparably stinging (and unwitting) rebuke of its globalist counterpart; a complete failure to mention the benefits for the United States (as opposed to the impact elsewhere) coupled with  attempts by globalist supposed experts focusinf singlemindedly on the downsides and ignoring the consequences for Americans; and just plain sloppy journalism.

As known by RealityChek regulars, the news that long-time military ally (or protectorate, depending on your point of view) South Korea is revving up its defense spending is an unalloyed good for Americans. For decades, Seoul’s skimpy military budgets, which remained modest despite the country’s phenomenal economic progress, required the United States to supply the conventional forces needed to defend it against a North Korean attack.

The large American troop contingent stationed right at the Demilitarized Zone, directly in the North Koreans’ invasion path, might have made sense when Washington had no reason to fear any conflict going nuclear, and indeed viewed its possession of these arms as a pillar of its strategy of protecting South Korea by deterring aggression (because North Korea had no nukes of its own that could hit the U.S. homeland in retalition). But since North Korea is at the least so close to possessing this capability, the American units have turned into a tripwire all too likely to expose Americans to these risks, thereby rendering the U.S. nuclear guarantee a prime example of policy masochism. (This post described the changing Korean peninsula and overall Asian security environment, and its implications for U.S. strategy, back in 2014.) 

As also known by RealityChek regulars, President Trump has displayed some awareness of this situation, and, as White has reported, has pressed the South Koreans to get their self-defense act together – though in his often typically incoherent way, focusing almost entirely during his term on securing more South Korean financing of the expenses of deploying the U.S. forces on the peninsula than on planning to withdraw, and thereby eliminate the nuclear risk to America that their presence creates.

But White’s article cites evidence that Seoul has interpreted Mr. Trump’s harangues about rip off-obsessed allies as a clear sign that the United States is no longer a reliable ally, and that South Korea needs to build the manpower and especially weaponry it will need if the United States flies the coop. Especially interesting is the apparent South Korean conviction that these preparations must be made even though alliance fetishizer Joe Biden will become President on January 20.

Clearly, nothing could be better for the United States, and just as clearly, Trumpian impatience – following decades of coddling free-riding by globalist American leaders – deserves most of the credit. Even if Biden has no intention of withdrawing the American troops and bolstering his own country’s security, at least one major argument against such a step would be eliminated if South Korea became self-reliant.

But none of this side of the equation will be found in the article. Instead, South Korea’s stated new strategy is depicted as an regrettably inevitable result of “Mr Trump’s treatment of long-term allies.” And of course, grave risks abound, including the chance that “The build-up could send unintended signals of aggression or weakness, inviting miscalculations or adventurism from countries including North Korea, China and Russia.”

Typically, however, these experts ignore the screamingly obvious: If the U.S. troops leave, any miscalculations or adventurism would be problems for South Korea and its neighbors, not for the United States.

As for the sloppy journalism, that comes in when White tries to show that South Korea has already been an impressive military spender:

“South Korea’s annual defence bill is already high compared with those of many countries of a similar size and wealth. Military spending as a percentage of government expenditure was 12.7 last year, according to Stockholm Peace Research Institute data, ahead of 9.2 per cent in the US and the UK’s 4.5 per cent.”

To which the only serious response is, “Seriously?” Because why should anyone except an apologist care how Seoul’s defense spending compares with similarly sized or wealthy countries, much less with the United States’? After all, almost none of these countries lives in what’s probably the world’s most dangerous neighborhood, with an utterly deranged, nuclear-armed regime right next door for starters? Given South Korea’s (great) wealth, and North Korea’s impoverishment, the only important gauge of the adequacy of Seoul’s military budget is whether it can meet South Korea’s needs. And obviously, there’s a long way to go in this respect.

Moreover, even anyone who puts any stock in the numbers mentioned by White needs to ask themselves why the emphasis is on percentages of government spending? What actually counts is percentage of gross domestic product (GDP, or the entire economy). Because it’s the share of total national resources devoted to defense that genuinely makes clear the priority it enjoys. And with 2.7 percent the figure for highly insecure South Korea, according to the latest available data, and 3.4 percent that for the highly secure US of A, the only accurate way to describe defense as a South Korean priority is “not real high.”

Don’t get me wrong: As a sovereign country, Seoul has every right to skimp on defense spending. It also has every right to try to make another country bear an outsized measure of cost and risk for this decision. But the equally sovereign United States has every right to refuse to keep playing Uncle Sucker, especially when North Korea’s nuclear weapons make the stakes so potentially catastrophic. America’s outgoing President understood this, however imperfectly. Anyone believing that America’s security (especially from nuclear attack) needs to come first for Americans should be hoping that the nation’s incoming President quickly gets on this wavelength.

Our So-Called Foreign Policy: Out of the Mouths of Generals

05 Saturday Dec 2020

Posted by Alan Tonelson in Our So-Called Foreign Policy

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alliances, America First, Associated Press, Blob, China, deterrence, globalism, Jim Mattis, Joe Biden, Mark Milley, North Korea, nuclear umbrella, Our So-Called Foreign Policy, Poland, South Korea, Soviet Union, tripwires, Trump

Here’s one that genuinely justifies that over-used term, “You can’t make this up.”

Practically ever since President Trump assumed office, his globalist foreign policy critics have been attacking his claims that maintaining the status quo with U.S. security alliances couldn’t be a top priority of American foreign and national security policy. In this vein, they contemptuously derided as “transactional” his belief that rather than viewing these arrangements as vital ends in and of themselves, Washington needed continuously to make sure that they were creating at least as many benefits as problems for the nation.

Indeed, fetishizing alliances was so deeply embedded in the consciousness of the globalist bipartisan U.S. foreign policy Blob that Jim Mattis, the retired Marine Corps General who served as the first Trump Secretary of Defense, based his resignation largely on the argument that the President did not share his “core belief…that our strength as a nation is inextricably linked to the strength of our unique and comprehensive system of alliances and partnerships.”

So imagine my surprise upon reading an Associated Press story Thursday reporting that U.S. Army General Mark Milley, Chairman of the Joints Chiefs of Staff (the nation’s top military office), has recommended that Washington – obviously meaning the probably incoming Biden administration – should reconsider “permanently positioning U.S. forces” overseas in instances where these servicemen and women are not actively engaged in combat.

Now it’s true that Milley, at least reportedly, was never especially tight with Mattis in particular. But in this age of political generals and admirals, he couldn’t have risen through the ranks this high had he dissented significantly from the globalist line. And Milley has spoken of the need for U.S. alliances in pretty urgent terms himself.

But there he was this past week, giving a speech on the future of warfare that not only called for more selectivity in creating and maintaining an American military footprint abroad, but basing this proposal largely on his unhappiness – and this is the real shocker – that the so-called forward deployment of these units has usually been accompanied by the families of soldiers, sailors, and airmen, and therefore places them in harm’s way.

His position is a shocker because, as I’ve explained before, stationing spouses and children so vulnerably has been a linchpin of globalist strategy toward alliances. They play a crucial role in turning the units they’re linked with into genuine tripwires – forces whose likelihood of defeat at the hands of much larger and stronger invaders like the Soviets or the North Koreans would give an American President little choice but to use nuclear weapons to avert disaster.

Of course, this approach didn’t stem from itchy nuclear trigger fingers in Washington. Quite the opposite: The working assumption was that the high probability of U.S. nuclear weapons use would deter conventional military aggression to begin with. And the probability that their attacks would wind up killing American non-combatants as well as troops was seen as an even stronger forcing event for nuclear weapons use – a situation that, in strategic parlance, would make this contingency more credible, thereby further inhibiting (or, again using strategy-ese, deterring) enemies from striking.

Skeptical? This is exactly why countries like Poland have been urging recent American Presidents to replace the policy of rotating various U.S. units in and out of their lands with big, permanent deployments. And weirdly and alarmingly, Mr. Trump has taken some steps in this direction.

I’ve concluded that, although the creation of such so-called nuclear umbrellas was defensible during the Cold War, when it was used to protect genuinely vital regions like Western Europe and Japan, and when its use in Asia was aimed at prospective foes that lacked nuclear retaliatory forces, it’s recklessly dangerous today. For the Soviet Union is an increasingly distant memory, many major U.S. allies are amply capable of their own defense, Asian adversaries have become able to strike the American homeland with their own nuclear weapons, and the security of South Korea in particular is no longer crucial for the United States’ own safety and well-being (as opposed to Taiwan, which, as I’ve recently argued, has moved into this category because of its world-class semiconductor manufacturing capability).

Not even the America First-y President Trump has gone remotely this far in actually changing U.S. alliance policy. Yet there was Milley, including in his remarks the statement that if war came with North Korea, “we would have a significant amount of non-combatant U.S. military dependents in harm’s way….I have a problem with that.”

The General didn’t make the needed follow-on case that the presence of these civilians has turned these alliances into “transmission belts of war” that could easily go nuclear and bring on the incineration of entire American cities. But an administration that followed his recommendations would greatly reduce this unnecessary potential danger.

So whether Milley recognizes the full implications of his stance or not, all Americans should hope that he keeps pushing this position as he continues as Chairman of the Joint Chiefs past Inauguration Day, and that even some of the globalist enthusiasts of the Biden administration start listening.

Our So-Called Foreign Policy: Big Decisions Coming on Asia

04 Sunday Oct 2020

Posted by Alan Tonelson in Our So-Called Foreign Policy, Uncategorized

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Asia, Asia-Pacific, Central America, China, containment, currency manipulation, deterrence, East Asia-Pacific, Japan, Mexico, New Journalism, Norman Mailer, nuclear deterrence, Our So-Called Foreign Policy, semiconductors, South Korea, Taiwan, tripwire, U.S. Army, Vietnam, Walker D. Mills, Western Europe

Whenever I think about what to blog about, I ask myself a question that I first heard one of my all-time writing idols raise many years ago when he faced similar decisions. The occasion came during a college writing seminar where the guest lecturer was none other than Norman Mailer.

The seminar probably took place sometime in 1974, and one of my fellow students asked Mailer why he hadn’t turned out anything about the Watergate scandal. I had been wondering this myself, since Mailer’s world renown by then stemmed both from his novels and from his forays into the “new journalism” that was emerging in that era, in which gifted writers tried to employ some key techniques from fiction (especially their keen insights into human nature and their considerable descriptive and narrative skills) ito shed light on the events of the day. On top of turning out numerous important non-fiction works, Mailer had also run (unsuccessfully) for Mayor of New York City in 1969. So he was by no means shy about sounding off on headline subjects, and I’m sure I wasn’t the only one of his fans anxious to hear about the Nixon-centric drama.

But his answer was disarmingly simple. He decided to give Watergate a pass because he couldn’t think of anything distinctive and important to say.

And that’s an (admittedly roundabout) way of explaining why today’s post won’t be about any aspect of President Trump’s contraction of the CCP Virus. At the very least, events are moving so quickly that it’s hard to know the score. Instead, I’m focusing on foreign policy, and in particular two major, under-reported developments in U.S.-Asia relations that are underscoring the return of Cold War-like challenges across the Pacific, but that should be teaching American policymakers very different lessons.

I’ve already dealt to some extent with the first here on RealityChek: The U.S.’ loss of global leadership in the manufacture of cutting-edge semiconductors to companies in South Korea and especially Taiwan. In a journal article scheduled for publication this week, I’ll be laying out the key the technical details and some of the main policy implications. But in brief it amplifies my argument that the location of the world’s most advanced producers of the vital building blocks of modern economies and militaries right at China’s doorstep means that the defense of Taiwan in particular has now become a vital U.S. national security interest that requires the kinds of military forces and strategies (including a threat to use nuclear weapons) employed to protect major treaty allies like Japan and Western Europe both during the Cold War decades and since.

After all, those Cold War commitments – which exposed the United States to the risk of Soviet and to a lesser extent Chinese nuclear attack – were reasonably justified by the belief that Japan and Western Europe were centers of industrial and technogical power and potential that could create decisive advantages for the communist powers if they gained control or access to their assets. The importance of advanced semiconductors today means that Taiwan now belongs in the same category.

As I detail in the upcoming article, Washington has rightly been building closer diplomatic and military ties to Taiwan in response (though I also argue that it’s ultimately far more important for the United States to restore its semiconductor leadership ASAP). But this fall, an article in an official journal of the U.S. Army argued for taking a net step that, however logical, would be nothing less than momentous – and comparably sobering. In the words of Marine Corps Captain Walker D. Mills,

“The United States needs to recognize that its conventional deterrence against [Chinese military] action to reunify Taiwan may not continue to hold without a change in force posture. Deterrence should always be prioritized over open conflict between peer or near-peer states because of the exorbitant cost of a war between them. If the United States wants to maintain credible conventional deterrence against a [Chinese military] attack on Taiwan, it needs to consider basing troops in Taiwan.”

To his credit, Mills goes on to make explicit that such troops would in part be performing the kind of “tripwire” function that similar units in South Korea serve – ensuring that aggression against an ally ensures the start of a wider war involving all of America’s formidable military capabilities. The benefit, as always, would be to prevent such aggression in the first place by threatening consequences the attacker would (presumably) find prohibitive.

Where Mills (like U.S. strategists for decades) should have been much more explicit was in explaining that because the threatened major conflict could easily entail nuclear weapons use, and since China now in particular, has ample capability to strike the U.S. homeland, the deployment of tripwire forces can result in the nuclear destruction of any number of American cities.

So this course of action would greatly increase at least theoretical dangers to all Americans. But what’s the alternative? Letting Beijing acquire knowhow that could eventually prove just as dangerous? As my upcoming article demonstrates, the blame for this agonizing dilemma belongs squarely on generations of U.S. policymakers, who watched blithely as this dimension of the nation’s technological predominance slipped away. And hopefully, as I just stated, this predominance can be recreated – and dangerous new U.S. commitments to Taiwan’s security won’t become permanent.

But that superiority won’t come back for years. Therefore, it seems to me that, as nuclear deterrence provided for Western Europe and Japan succeeded in creating the best of both possible worlds for the United States, this strategy could well work for protecting Taiwan for essentially the same reasons.

I’ll just insist on one proviso: At some point before it becomes a fait accompli, this decision should be run by the American people – as has never been the case.

Unfortunately, as I’ve also pointed out, Taiwan has become so important to the United States that even an America First-inclined U.S. President will have to look the other way at its longstanding trade protectionism and predation in order to maintain close ties – just as it winked at German, Japanese mercantilism in particular during the Cold War. But that kind of linkage needn’t apply to other countries in East Asia (and elsewhere in the world), who lack the kinds of assets Taiwan possesses, and in that vein, I hope the Trump administration (and a Biden presidency, if the former Vice President wins in November) won’t let strategic considerations prevent a thoroughgoing probe of Vietnam’s possible exchange rate manipulation and one other trade offense.

The former concern, of course, stems from the effects of countries’ sometime practice of keeping the value of their currencies artificially low. An under-valued currency just as artificially lowers the prices of a manipulator’s goods and services in markets all over the world vis-a-vis their U.S.-origin counterparts, and therefore makes the latter less competitive for reasons having nothing do with free markets.

The argument against the investigation (which I’ve so far seen only on Twitter, but by folks who are thoughtful and well-informed) is that in an economic conflict with China, the United States needs all the friends it can get. In addition, these critics point out, if tariffs are placed on Vietnamese goods, then companies thinking of leaving China because of the Trump levies on hundreds of billions of dollars’ worth of Beijing’s exports will face greater difficulties exiting, since Vietnam is such a promising alternative for so many products.

What these arguments overlook, however, is that, as a neighbor of increasingly aggressive China, and a country that’s struggled for centuries to prevent Chinese domination, Vietnam has plenty of powerful reasons of its own to help with any anti-China efforts initiated by the United States So it’s highly likely that Vietnam will keep cooperating with American diplomacy and other policies regardless of what the United States does on the trade front.

Moreover, Vietnam lacks Taiwan-style leverage over and value to the United States because it’s not a world-class producer of anything. So there’s no need for Washington to grin and bear Vietnamese trade abuses that may be harming the U.S. domestic economy.

And finally, although it’s great that Vietnam has been a prime option for companies thinking of moving factories and jobs out of China, it would be even better for Americans if those companies seeking low-cost production sites moved to Mexico or Central America, since greater economic opportunity for those Western Hemisphere countries will be so helpful to the United States on the immigration and drugs fronts.

Mark Twain is reputed (possibly incorrectly) to have said that “History doesn’t repeat itself but it often rhymes.” That is, it holds important lessons, but discovering them can be challenging, and both American security and prosperity are about to depend heavily on U.S. leaders getting them right.

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

28 Tuesday Jul 2020

Posted by Alan Tonelson in Our So-Called Foreign Policy

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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 Potentially Disastrous Germany Troops Decision

15 Monday Jun 2020

Posted by Alan Tonelson in Uncategorized

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America First, Cold War, deterrence, free-riding, Germany, military spending, NATO, North Atlantic treaty Organization, nuclear war, Our So-Called Foreign Policy, Poland, The Wall Street Journal, tripwire, Trump

So where will President Trump send those U.S. troops he’ll be moving out of  Germany? That may sound like an odd question to post about, given the widespread anti-racism and police brutality protests in the United States, still deeply depressed activity across the national economy, some signs of a CCP Virus second wave, and of course the intensifying presidential election campaign.

But precisely because, as Americans hopefully are learning, crises can spring up seemingly out of nowhere, it’s a crucial subject to examine. For if President Trump comes up with the wrong answer – as is entirely possible based on what’s known so far – the stage could be set for a terrifying and completely needless nuclear showdown with Russia that could all too easily result in a nuclear attack on the U.S. homeland. And in a supreme irony, these dangers all stem from what’s been shaping up as one of the President’s sharpest and most dangerous departures from the America First principles on which he’s based much of his foreign policy.

But let’s begin at the beginning. As first reported last week in The Wall Street Journal, and pretty strongly confirmed last week, the President has decided to reduce the numbers of active duty American servicemen and women stationed permanently in Germany from 34,500 to 25,000, and cap this presence at that level.

If the troops would be heading further west on the European continent, or heading back home, that would be great news for Americans, as it would dramatically reduce nuclear war risk. As I’ve frequently written, for decades, (although in much greater numbers during the Cold War), U.S. forces have been deployed in Germany not to defend Germany militarily, but to function as a tripwire.

That is, American policymakers were under no illusion that these units would strong enough (even in tandem with the forces of U.S. allies in the North Atlantic Treaty Organization – NATO – like Germany) to beat back an attack from the conventional forces of the Soviet Union and its satellite allies. But Washington believed that the U.S. presence in West Germany – which bordered then-Communist East Germany) would deter a Soviet attack in the first place precisely because of its vulnerability. Specifically, the specter of American soldiers being  decimated would force an American President to try saving them with nuclear weapons. The resulting prospect of the conflict threatening to escalate to the all-out nuclear leve – which would destroy the Soviet Union, too –  would supposedly be enough to keep Moscow at bay.

As I’ve also written, this strategy arguably made sense during the Cold War, when its aim was keeping in the free world camp West Germany and Western Europe and all of its formidable economic power and therefore military potential. Today, however, it not only makes no sense from a U.S. standpoint. It has become positively deranged, as the likeliest targets of post-Soviet Russian aggression (and the arenas where the U.S. forces would likeliest be sent if the shooting starts) are not the longstanding NATO members of Western Europe. Instead, they’d be sent to the newer NATO members of Eastern Europe – most of which border Russia, but whose security was never viewed as a vital U.S. interest (that is, worth risking war over), even in the Cold War days.

Even less excusably, sizable American forces have remained in Germany and elsewhere in Western Europe in part because Germany and most of the other allies keep skimping so shamefully on their own militaries – even though most have hardly been short of resources.

No ally has been a more disgraceful military free-rider than uber-wealthy Germany, and the President has been right to complain about German and broader stinginess, and to threaten major consequences if the allies’ defense budgets aren’t significantly boosted. But as I’ve also explained, he’s focused on the wrong objective: securing a fairer deal for U.S. taxpayers.

Instead, all along, he should have been seeking the removal of the American military either from Europe altogether, or its transfer far enough from the front lines to reduce meaingfully the odds of it getting entrapped in a new East-West conflict immediately. For those are the kinds of moves that would shrink to insignificance the chances of the United States getting hit by Russian nuclear warheads because of a combination of its forces being placed in a completely impossible position militarily, and because U.S. allies have been too cheap to pay for their own security.

Worst of all, though, far from moving U.S. forces away from the front lines of a Russian attack, Mr. Trump consistently has been moving them closer, by cautiously but steadily stationing more in Poland and elsewhere in Eastern Europe. And numerous reports have suggested that Poland is exactly where at least some of the 9,500 U.S. troops leaving Germany will be heading.

Because a final decision to transfer the troops to Poland hasn’t been made yet, there’s still hope that this potentially disastrous mistake can be avoided. But that outcome seems unlikely without a serious intervention from a Trump advisor influential enough to produce an about-face. Anyone out there know how I can get a hold of Jared, Ivanka, or Melania?

Our So-Called Foreign Policy: How Post-Soleimani, Trump Schooled the Globalists Again

12 Sunday Jan 2020

Posted by Alan Tonelson in Our So-Called Foreign Policy

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America First, Bill Clinton, Bosnia, Colin L. Powell, Democrats, deterrence, globalism, Iran, Madeleine Albright, Our So-Called Foreign Policy, Soleimani, Trump

I’d hardly call President Trump a foreign policy mastermind. But since his 2016 presidential campaign started gaining strength, it’s been clear to me that his instincts in the field are exactly what a country like the United States needs, and this conviction has been strengthened considerably by a little remarked-on point he made in his announcement last week of the killing of Iranian military and terrorist commander Qassem Soleimani.

Here’s the remark:

“The fact that we have this great military and equipment…does not mean we have to use it.  We do not want to use it.  American strength, both military and economic, is the best deterrent.”

Sounds pretty obvious, right? But it’s been anything but obvious to America’s globalist foreign policy establishment, and especially to many in its liberal wing – which could very well regain the White House if a Democratic candidate like former Vice President Joe Biden or Indianapolis Mayor Pete Buttigieg wins November’s election. And that would be terrible news, as these establishment globalist liberals’ failure to agree indicates that they might return the nation to the days when it plunged into all sorts of foreign crises that had no potential to bolster American security, and much potential to become costly, bloody quagmires.

My evidence? An absolutely seminal exchange from the early 1990s between then U.S. Ambassador to the United Nations Madeleine Albright (who went on to become Secretary of State) and Colin L. Powell – then Chairman of the Joint Chiefs of Staff who would also go on to run Foggy Bottom.

During former President Bill Clinton’s first terms, Albright and Powell disagreed sharply on the merits of the United States intervening militarily in the Bosnia war – one of many civil conflicts in the Balkans triggered by the post-Cold War breakup of Yugoslavia. Albright was a leader of the hawks and Powell had long championed a view that the United States should use its armed forces only when genuinely vital national interests were at stake.

During one of their debates, Albright asked Powell a question that was shockingly moronic even by the dismal standards of globalists generally: “What’s the point of having this superb military you’re always talking about if we can’t use it?”

In his memoirs, Powell wrote that Albright’s question almost gave him “an aneurysm.” And it should be screamingly obvious why. Albright, who has studied international affairs her entire adult life, had apparently never heard of, or forgot, the concept of “deterrence.”

Thank goodness she wasn’t in power during one of the Cold War nuclear crises, like that over Cuba in 1962. Can you imagine any of former President John F. Kennedy’s advisers asking “What’s the point of having these superb nuclear weapons if we can’t use them?” And most worrisomely Albright – who remains influential in top Democratic political circles – has been proudly unrepentant.

Even more important, Albright’s position shows that she’s clueless about a fundamental intellectual key to U.S. foreign policy success – understanding that a superpower is defined first and foremost by what it is (i.e, by the assets it can bring to bear regarding overseas challenges and opportunities) not by what it does (how and how energetically it uses those assets). 

That is, for a country as geopolitically secure and economically self-sufficient as the United States, what matters most is focusing on building the strength (in all dimensions, including the power to deter any aggressors) needed to enable it to survive and prosper in a world certain to remain dangerous, rather than working overtime figuring out ways to keep using that strength – especially when there’s no obvious need.   

Now Powell’s a globalist, too – but he clearly comes from the wing that’s at least recognized that national interests (though he and his ilk invariably define them way too broadly) should be driving the use of foreign policy tools, not the availability of those tools (let alone list of uses of American arms and resources that may be desirable to some extent, to some Americans, but are hardly essential – like the Bosnia mess and other humanitarian tragedies in which the Clinton-ites initially engaged the nation).

Trump’s Iran remarks unmistakably associate him with that far wiser Powell approach – including in situations unlikely to go nuclear. They also signal that he gets it on the real nature of a superpower.

So don’t doubt for a minute that the President’s quasi-America First-type foreign policies will continue to be much less coherent and efficiently implemented than is desirable. But don’t doubt for a minute that his (sort of) Powell-like instincts boost the odds that the United States won’t get bogged down in debilitating and unnecessary quagmires.

In other words, everyone hoping for an American foreign policy displaying some kind of post-Iraq War learning curve should remember that, for all Mr. Trump’s faults, the United States can always do much worse in its presidential choices, in fact has done much worse – and could well again.

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

29 Sunday Dec 2019

Posted by Alan Tonelson in Our So-Called Foreign Policy

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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.

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Michael Pettis' CHINA FINANCIAL MARKETS

New Economic Populist

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