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Im-Politic: Major U.S. Ukraine Policy Puzzles on the Home Front Remain Unsolved

13 Sunday Mar 2022

Posted by Alan Tonelson in Our So-Called Foreign Policy

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Biden, Democrats, gasoline, Iran, Iran deal, Iran nuclear deal, JCPOA, oil, oil prices, Our So-Called Foreign Policy, rural areas, Russia, sanctions, taxes, Ukraine, Ukraine invasion, Ukraine-Russia war, Vladimir Putin

Maybe you readers can help me out here, because I am really confused about what President Biden and other Democrats are saying about the biggest political and ethical issues surrounding his Ukraine war-related decision to ban oil imports from Russia and its likely effect on gasoline prices.

On the one hand, Mr. Biden and his party have portayed the higher oil prices as a sacrifice that Americans should be proud to pay in order to support Ukraine’s unexpectedly stout resistance to the Russian invasion, and one that the nation will agree to pay.

On the other hand, these Democrats have taken to blaming the higher pump prices on the Russian aggression itself, to the point of pushing the social media hashtag #PutinPriceHike.

Unquestionably, the Russian dictator’s decisions are ultimately responsible for the recent shake up in the global oil market that’s driven up prices for oil and all its derivatives (like gasoline) the world over. But now that he’s taken these steps, it seems that some fundamental consistency should be displayed in the Democrats’ case for the response they favor. For example, they could tell the public something like, “Yes, our response to the Russian attack will raise the price of oil. But higher pump prices are a sacrifice we should be proud to make for the cause of global security and freedom.” Why haven’t they?

Something else noteworthy about the stance of the President and his party. The effect of higher oil prices is the epitome of a regressive tax. In other words, because Americans at all income levels will face the same percentage increase when they pump gasoline (and when they heat their homes, if they rely on oil). So the bite on household budgets is deepest for the poorest and shallowest for the richest of us.

Higher oil prices will also surely kneecap any Democratic hopes of improving their political performance in rural America. After all, residents of the nation’s small towns and farming areas use much oil for transportation than their urban counterparts. So do the enormous number of voters in the suburbs, who played such a big role in Mr. Biden’s victory in 2020.

And let’s not forget an mammoth irony about higher U.S. and world prices for oil – as well as natural gas, another major Russian export. As has been widely observed, without steps that dramatically reduce the volume of Russian sales  globally, the more importers pay per barrel, the more revenue flows into Vladimir Putin’s treasury – and war machine. The same goes for Saudi Arabia and Venezuela, along with Iran if the President succeeds in his apparent aim of negotiating a deal aimed at preventing Tehran from building a nuclear weapon in part by lifting economic sanctions on its economy.

Whatever you think of President Biden’s approach to the Ukraine war, it should be clear that it can’t succeed for any length of time until firm support on the home front is secured. These unsolved puzzles and outright contradictions make clear how far his administration remains from achieving that essential goal. 

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Following Up: Podcast On-Line of National Radio Interview on the Economics of the Ukraine War

09 Wednesday Mar 2022

Posted by Alan Tonelson in Following Up

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Following Up, fossil fuels, Iran, Iran nuclear deal, JCPOA, Market Wrap with Moe Ansari, natural gas, oil, Russia, Ukraine, Ukraine-Russia war

I’m pleased to announce that the podcast is now on-line of my interview yesterday today with Moe Ansari on his nationally syndicated “Market Wrap” radio program.

Press the “play” button under “Current Market Wrap” at this link for a timely discussion of how the Ukraine war – and especially sanctions on Russian fossil fuel exports – will likely impact the U.S. and global economies. And we shine a special spotlight on how the recent burst of energy diplomacy is influencing the talks on curbing Iran’s nuclear weapons ambitions.

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

Making News: Back on National Radio to Talk War and the Economy

08 Tuesday Mar 2022

Posted by Alan Tonelson in Making News

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climate change, energy, European Union, fossil fuels, green energy, Green New Deal, Iran, Iran nuclear deal, JCPOA, Making News, Market Wrap with Moe Ansari, Moe Ansari, natural gas, oil, renewable fuels, Russia, Ukraine

I’m pleased to announce that tonight I’m scheduled to be back on the nationally syndicated “Market Wrap with Moe Ansari” radio program to discuss the economic – and especially energy – repercussions of the Ukraine-Russia war.

“Market Wrap” is broadcast nightly between 8 and 9 PM EST, the guest segments typically come in the second half-hour, and you can tune in by visiting Moe’s website and clicking on the “Listen Live” link on the right-hand side.

As usual, moreover, if you can’t tune in, the podcast will be posted as soon as it’s on-line.

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

Making News: Back on National Radio…& More!

26 Saturday Jun 2021

Posted by Alan Tonelson in Making News

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Airbus, Biden, Biden border crisis, Boeing, Central America, China, Dominic Gates, G7 Summit, Gordon Chang, Immigration, IndustryToday.com, Iran nuclear deal, JCPOA, Jobs, Making News, Market Wrap, migrants, Moe Ansari, Seattle Times, The Epoch Times, The Hill, Trade, trade policy, wage inflation, wages

Time to catch up with the updates on recent media appearances – in reverse chronological order!

It was great to return this past Wednesday to Moe Ansari’s nationally syndicated “Market Wrap” radio program. Click here for the podcast of an exceptionally wide-ranging segment covering topics from the recent summit meeting of the world’s leading economies to the future of the Iran nuclear deal.

On June 16, leading China policy analyst Gordon Chang quoted me in an op-ed for The Epoch Times explaining how some features of President Biden’s economic proposals might backfire and promote employment in China, not the United States. Here’s the link.

On June 15, the Seattle Times‘ Dominic Gates featured my views in his coverage of the recent settlement of a long-running trade dispute between Europe’s Airbus and America’s Boeing. Incidentally, if there’s a U.S. journalist more knowledgeable than Dominic about the aerospace industry, I’ve never met him or her. So it was especially flattering that he sought out my perspective. Click here to read. In addition, the article was widely distributed throughout the country via the Tribune News Service syndicate.

On June 10, Chang again highlighted some of my opinions – this time in an op-ed for The Hill some of my thoughts on using U.S. trade policy more effectively to help foster prosperity in Central America and thereby stem the flow of migrants, and why previous such efforts have failed. Here’s the link.

Finally, on June 2, IndustryToday.com re-posted (with permission!) my RealityChek essay arguing that, despite numerous alarm bells, wage inflation overall in the United States seems pretty unexceptional. Click here to read.

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

Our So-Called Foreign Policy: Biden’s Incoherent Iran Nuclear Policy

27 Wednesday Jan 2021

Posted by Alan Tonelson in Our So-Called Foreign Policy

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Antony Blinken, Biden, Donald Trump, Iran, Iran nuclear deal, Israel, Jake Sullivan, JCPOA, Middle East, nuclear weapons, Our So-Called Foreign Policy, Persian Gulf, Sunnis

In case you dismiss most or all statements during campaigns by office-seekers and their aides as complete baloney, you should take a look at some transcripts recently released by the Hudson Institute of interviews last year with then Joe Biden foreign policy advisers Antony Blinken and Jake Sullivan – who have gone on to become President Biden’s Secretary of State and national security adviser, respectively.

The trouble is that these transcripts make plain as day, among other points, that the Biden view of handling Iran and its nuclear weapons ambitions makes little sense from a standpoint of simple common sense.

The Sullivan transcript – recorded last May – is by far the more thoughtful and serious of the two, but mainly in terms of revealing the fundamental confusion of the Biden outlook.

The central questions surrounding the Iran nuclear issue stem from the “Joint Comprehensive Plan of Action” (JCPOA) signed during the Obama years by the United States, Tehran, China, Germany, Russia, France, and the United Kingdom, which obliged Iran to accept limits on its nuclear research program in return for relief from longstanding international economic sanctions. The Obama administration insisted that even though the Iran nuclear limits would end in 2025, the agreement valuably put off the day when Tehran could produce a bomb on very short notice, and therefore in theory until then defused the greatest potential Iranian threat to American and Middle Eastern security; that a calmer atmosphere could help diplomatic efforts to deal with Iran’s other belligerent behavior; and that the deal represented the best outcome Washington could achieve jointly with other great powers – which were always capable of frustrating unilateral U.S. Iran strategies they considered too confrontational.

Critics (like, eventually, me) countered that the deal left open too many loopholes that could enable Iran to keep making substantial progress toward nuclear weapons capability; that the sanctions relief would give Iran the economic wherewithal to intensify its efforts to gain hegemony over much of the Middle East and Persian Gulf; and that the United States on its own had ample power to cripple Iran’s economic ability to wage proxy wars and sponsor terrorism. And because he basically agreed with the critics, Donald Trump withdrew from the deal in 2018.

The results have been mixed. Unilateral U.S. sanctions have indeed ravaged Iran’s economy – and possibly put at least some constraints on its aggression and subversion, along with other dangerous weapons programs like its drive to create ever more effective, longer-range ballistic missiles. But this behavior has by no means stopped, and the Trump administration’s belief that the pain would foster regime change has been totally far-fetched so far. Further, to protest these sanctions – which Iran calls a violation of the JCPOA – Tehran has said that its own commitments are now null and void, and has taken a series of steps that JCPOA supporters charge demonstrate the failure of the Trump approach, and that deal opponents say Iran was taking clandestinely anyway – or was bound to.

Like his boss (who of course served as Barack Obama’s Vice President), Sullivan is a JCPOA supporter, and the new President has made clear his determination to return to the deal in the belief that Iran will slow down its nuclear research once again. But Sullivan’s remarks also reinforced the case against the deal by unwittingly acknowledging that the Obama-Biden hopes for the kind of changed Iranian behavior that would bring lasting benefits to the region are thoroughly in vain.

Here’s one of two key passages:

“[T]o me, the real issue with Iran, the real limitation on Iran in the region, has not been the availability of cash [i.e., the effectiveness of sanctions]. It’s been the availability of opportunity. And where opportunities have arisen, they’ve taken them. And that was true in the ’80s. It was true in the ’90s. It was true in the 2000s. It was during the 2010s. It remains true today. And even under massive sanction, the Iranians have gotten more aggressive in the Gulf, have remained just as aggressive in Syria and Lebanon, have increased their activities in respect to the Houthis in Yemen, and all of that while under massive economic sanction from the United States.”

I agree with Sullivan’s observation that Iran is so determined to achieve in the Middle East objectives considered dangerous by a broad bipartisan U.S. consensus that it’s pursued this agenda despite paying a major economic price. But does this kind of Iran sound like a country likely to reform in the slightest by the time the JCPOA runs out? Worse, the failure of sanctions to bring Iran to heel, by no means renders inconsequential the resources they’ve denied the country. It’s all too reasonable to conclude that permitting Iran to do business normally with the rest of the world will simply make an aggressive regime much wealthier, and thus able to act more aggressively. As political scientists would say, the result would be a country whose malign intentions haven’t changed but whose malign capabilities are have greatly increased.

The second key passage:

“[M]y view is, if you can take one of the big threats off the board, the Iranian nuclear program, take it off the board, and then use the tools available at your disposal, none of which were stripped from us by the JCPOA, to go after Iran in the region. And to the extent you want to make diplomacy, the central feature of stopping Iran’s malign activities, get the regional actors at the table with the Iranians and stand behind them with some pressure to try to produce a deescalation, say between Iran and Saudi Arabia.”

Here the problem is Sullivan’s apparent belief that, faced with the prospect of being “gone after” by the United States and its other bitterest rivals, Iran will dutifully comply with the JCPOA for the entire length of its duration – which will leave it highly vulnerable to “pressure” to abandon goals that the previous Sullivan passage identified as positively foundational.

It’s far more likely – and I’d call it a virtual certainty – that Iran will do everything possible to prevent this kind of vulnerability/ As a result it can be expected to take every opportunity in the foreseeable future to make the fastest possible progress toward the nuclear weapons threshhold whether the nuclear deal is resumed or not, devoting many of resources made available by sanctions removal to that effort, and continuing even faster (and eventually building a nice sized stockpile) once the JCPOA expires.

Not that there’s no reason for optimism from an American standpoint. For the above scenario makes a U.S. military pullout from the terminally dysfunctional Middle East/Persian Gulf region more appealing than ever. Another reason for optimism for those still worried about Iran despite decisive recent reasons to disengage, like substantial American energy independence:  Trump’s oft-voiced (but only partly-at-best fulfilled) desire to exit had clearly prompted Iran’s Sunni Arab and (nuclear armed) Israeli foes to kick into the next gear their own tacit alliance, which seems more than capable of countering Iranian threats.

Unfortunately, even though in his interview, Blinken stated that a Biden administration would seek to deemphasize the region in U.S. grand strategy in order to focus more on East Asia, President Biden seems bent on keeping the U.S.’ armed regional presence impressively sized.  Can anyone say “Tar Baby” – again?

Following Up: Still No Biden Learning Curve in Sight on the Middle East or China

02 Wednesday Dec 2020

Posted by Alan Tonelson in Following Up

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America First, China, energy revolution, Following Up, fossil fuels, globalism, Iran, Iran nuclear deal, Israel, Joe Biden, Middle East, oil, Phase One, Saudi Arabia, Sunnis, tariffs, The New York Times, Thomas L. Friedman, Trade, trade war, Trump

Talk about great timing! Just two days ago, I analyzed New York Times columnist Thomas L. Friedman’s new offering warning Joe Biden not to rush back into the Iran nuclear deal because this step could undo lots of the progress made by President Trump’s America First foreign policy approach in greatly improving the prospects for advancing and protecting U.S. interests in the region.

And just this morning, Friedman has published a piece based on lengthy interview with the apparent President-elect making clear that he has no interest in learning these valuable lessons of the recent past. In addition, Biden confirmed that his China policy plans are just as dominated by cynical doubletalk these days as during the 2020 election campaign.

As Friedman argued on November 29, Mr. Trump’s message that Israel and the Arab world’s Sunni Muslim monarchies (mainly Saudi Arabia) should no longer count on the United States to fight their battles accomplished this critical objective: It

“forced Israel and the key Sunni Arab states to become less reliant on the United States and to think about how they must cooperate among themselves over new threats — like Iran — rather than fighting over old causes — like Palestine. This may enable America to secure its interests in the region with much less blood and treasure of its own. It could be Trump’s most significant foreign policy achievement.”

But as Biden made clear in his conversation with Friedman, he either can’t or refuses to understand the key development that validates the Trump approach – the U.S. fossil fuel production revolution that has eliminated America’s overriding reason for treating the Middle East as a vital national security interest, and enabled Washington to adopt a Trump-ian take-it-or-leave-it approach safely.

Not that domestic energy independence means that completely ignoring Middle East affairs is always the best response. But it certainly does mean much greater scope for Washington to advance objectives with varying degrees of importance (notably, preventing a nuclear-armed Iran from dominating the region) in ways far less risky and costly than the lengthy wars and immense military commitments that have dominated globalist strategy.

And as Friedman has indicated, the President has started lifting the United States off its dangerous hook by leaving its Middle East allies no choice but to stop quarreling over trifles (like the fate of the Palestinians) and work together to take responsibility for their own genuinely critical and shared interests.

Biden, however, still believes that America remains so dependent on “getting some stability” in this long-unstable region that deep entanglement in Middle East affairs is unavoidable. Just as worrisome: He’s laid out a genuinely Rube Goldberg-esque rationale for treating the Iran nuclear deal as his strategy’s linchpin. As Friedman describes his blueprint (based on this interview and other conversations with top Biden aides):

“[O]nce the [nuclear] deal is restored by both sides, there will have to be, in very short order, a round of negotiations to seek to lengthen the duration of the restrictions on Iran’s production of fissile material that could be used to make a bomb — originally 15 years — as well as to address Iran’s malign regional activities, through its proxies in Lebanon, Iraq, Syria and Yemen.

“Ideally, the Biden team would like to see that follow-on negotiation include not only the original signatories to the deal — Iran, the United States, Russia, China, Britain, France, Germany and the European Union — but also Iran’s Arab neighbors, particularly Saudi Arabia and the United Arab Emirates.”

To which the only reasonable response is “Good luck with that” – especially given the lack of consensus on Middle East goals among this highly diverse group of countries, and, equally important, the wildly varying stakes in success between governments inside and outside of the Middle East,

On China, the big and encouraging news is that Biden has decided not to remove the steep, sweeping Trump tariffs “immediately.” That position of course makes at best little sense given how disastrous he called these levies’ impact.

Otherwise, the former Vice President showed that his China policy statements could be even more thoroughly dominated by doubletalk and cluelessness than they were during the campaign.

Most troubling was how Biden contended (correctly) that “leverage” is the make-or-break factor in negotiating with China, and then quickly added “in my view, we don’t have it yet.” Even leaving aside Beijing’s at-least-suggestive decision to sign a Phase One trade deal whoppingly one-sided in favor of a country whose markets it needs desperately to secure adequate levels of prosperity, why did the apparent President-elect go out of his way to advertise supposed American weakness? Indeed, this perverse practice looks like an emerging habit of the Biden foreign policy camp.

As Biden told Friedman, he continues insisting that this leverage can be created in large measure by creating a “coherent strategy” behind which the United States and its European and Asian allies can unite. But as I’ve pointed out repeatedly, many of these countries (notably, Germany, Japan, and South Korea) have made too much money trading with China at the U.S.’ expense to support any position but a complete return to the pre-Trump era of actively coddling and enabling the People’s Republic.  (See, e.g., this analysis.)

At the same time, the apparent President-elect deserves credit for recognizing that gaining sufficient leverage to deal with China successfully requires (in Friedman’s words) “developing a bipartisan consensus at home for some good old American industrial policy — massive, government-led investments in American research and development, infrastructure and education to better compete with China.”

Finally, however, Biden still accepts the completely unjustified pre-Trump view that, without the kind of one-sided, pro-U.S. enforcement mechanism at the heart of the Phase One agreement, Washington can negotiate away most of China’s wide-ranging trade predation with precisely enough worded paper agreements. As I’ve explained, the only genuine hope for progress along these lines is the kind of dispute-resolution system set up in Phase One – in which Washington serves as judge, jury, and court of appeals. 

A few days before he spoke with Friedman, Biden told another journalist that he knows the nation and world are “totally different” from his Vice Presidential days and that therefore his administration would not be “a third Obama term.”  His conversation with Friedman, though, strongly indicated that he meant “except for the Middle East and China.”  

Our So-Called Foreign Policy: Another (Really) Surprising Endorsement of America First

30 Monday Nov 2020

Posted by Alan Tonelson in Our So-Called Foreign Policy

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Afghanistan, allies, America First, Gaza, globalism, Golan Heights, Iran, Iran deal, Iran nuclear deal, Israel, Jerusalem, Joe Biden, Middle East, Our So-Called Foreign Policy, Palestinians, Saudi Arabia, Sunnis, The New York Times, Thomas L. Friedman, Trump, West Bank

It’s one thing for globalists in politics and the think tanks and the media and even appointees of apparent President-elect Joe Biden to admit tacitly that the kind of America First-y strategy unevenly pursued by Donald Trump is the only sensible approach to U.S. foreign policy. (As I’ve noted recently here and here.)

It’s something else entirely for a major cheerleader for pre-Trump policies (and an outspoken Never Trumper) explicitly to credit such Trump-ism for constructively realigning the geopolitics of a region best known lately for spawning major threats to U.S. interests and epically failed official American responses in dramatically favorable ways.

This shock was delivered yesterday by New York Times pundit Thomas L. Friedman, who holds a special place in the globalist pantheon.  For decades, he’s touted the virtues of an increasingly globalized and benign world that was rapidly leaving the United States no choice but to stop clinging to national sovereignty, and to leave the big decisions impacting the safety and prosperity of the American people to the private sector visionaries spearheading such progress in technology and finance, and to the disinterested supposed experts, foreign and American alike, who staffed international bureaucracies.  (See here and here in particular.)   

It was amazing enough to see Friedman warn apparent President-elect Joe Biden not to rush the United States back into an Iran nuclear deal lauded by the Obama-style Never Trumpers (including the former Vice President) who negotiated it as the crowning glory of global diplomatic history. Perhaps that’s because one subject in which Friedman’s expertise is truly genuine is the Middle East, where his decades of coverage include many years on the ground. So quite sensibly, he noted that the region has changed dramatically in the years since Biden was in power.

But more amazing still was Friedman’s contention that the main agent of this change – which “may enable America to secure its interests in the region with much less blood and treasure of its own” – has been Mr. Trump’s transformation of U.S. policy.

Friedman focuses on the President’s Trump’s decisions in the fall of 2019, when Iranian aggression against U.S. ally Saudi Arabia threatened to spark yet another regional conflict into which America could well be dragged.

But rather than order the U.S. military to jump to Saudi Arabia’s defense, the President announced in October, “We are sending troops and other things to the Middle East to help Saudi Arabia. But — are you ready? Saudi Arabia, at my request, has agreed to pay us for everything we’re doing. That’s a first.”

And as Friedman makes emphatically clear, it was a first based on a revolutionary (by hidebound pre-Trump U.S. foreign policy standards) insight, and one for which Americansshould be deeply grateful. In the author’s words, the President’s announcement sent the following message:

“Dear Saudis, America is now the world’s biggest oil producer; we’re getting out of the Middle East; happy to sell you as many weapons as you can pay cash for, but don’t count on us to fight your battles. You want U.S. troops? Show me the money.”

And the results? According to Friedman:

“In effect, Trump forced Israel and the key Sunni Arab states to become less reliant on the United States and to think about how they must cooperate among themselves over new threats — like Iran — rather than fighting over old causes — like Palestine. This may [as noted above] enable America to secure its interests in the region with much less blood and treasure of its own. It could be Trump’s most significant foreign policy achievement.”

Actually, Trump’s departure from the dangerously stale globalist conventional wisdom began a good deal earlier, with decisions like his recognition of Jerusalem as Israel’s capital and movement of the U.S. Embassy to that historic city, endorsement of Israeli sovereignty over the Golan Heights, and support for Israeli settlements on the long-occupied West Bank of the Jordan River.

Combined with Mr. Trump’s determination to keep the United States an oil production powerhouse, these moves also revealed that Washington was no longer going to permit Arab regimes in effect to have their cake and eat it, too at America’s expense — using the threat of Arab public opinion exploding and radicalizing over the West Bank and equally occupied Gaza to both (1) sustain open-ended U.S. military support, and (2) thereby continue indulging their ideological determination to keep their embryonic ties with Israel as covert as they were limited.

Something else Friedman should have mentioned: All these Trump decisions have been strongly opposed not only by most American globalists, but by the European allies that Biden is so determined to woo.

I personally still can’t give Mr. Trump an “A” on Middle East policy — not while he still hasn’t put his foot down and pulled nearly all American troops out of Afghanistan over his own military advisers’ objections, and while the United States still maintains way too any forces in the region overall.  But he’s at least pointed U.S. policy in the right direction — as even a committed globalist like Friedman has just told the nation, and the likely next President.      

Im-Politic: Muddled Iran Deal Messages from the Democrats

09 Tuesday Jul 2019

Posted by Alan Tonelson in Im-Politic

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

25 Tuesday Jun 2019

Posted by Alan Tonelson in Our So-Called Foreign Policy

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

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

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

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

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

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

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

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

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

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

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Current Thoughts on Trade

Terence P. Stewart

Protecting U.S. Workers

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So Much Nonsense Out There, So Little Time....

Alastair Winter

Chief Economist at Daniel Stewart & Co - Trying to make sense of Global Markets, Macroeconomics & Politics

Smaulgld

Real Estate + Economics + Gold + Silver

Reclaim the American Dream

So Much Nonsense Out There, So Little Time....

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Kausfiles

David Stockman's Contra Corner

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Keep America At Work

Sober Look

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So Much Nonsense Out There, So Little Time....

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Michael Pettis' CHINA FINANCIAL MARKETS

RSS

So Much Nonsense Out There, So Little Time....

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So Much Nonsense Out There, So Little Time....

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