Showing posts with label oil. Show all posts
Showing posts with label oil. Show all posts

Thursday, January 5, 2012

Obama's Military Cuts: Stupid or Hate America?

With Barack Obama, it is always a question of stupidity being the main motivator, or the usual "Hate America" found in liberal, Black, and other circles. The man after all bragged he hung around gays, Muslims, Black radicals, feminists, and others in College. Does that sound like any normal young (straight) man you know? At any rate, Obama has announced cuts of about half a million US Army and Marine troops, ending the ability to fight two wars at once while declaring, "the tide of war is receding."

The phrase "the tide of war is receding" is guaranteed to go down in history as one of the top ten stupidest things ever uttered by a Western leader, along with "Peace in Our Time!" and "We can do business with Mr. Hitler."


Obama surely reads his daily briefings. Outlining the dangers from Iran, Pakistan, North Korea, and China and Russia behind them. Obama is either monumentally stupid, a low-IQ Black man who had "smoke blown up his ass" his entire life for the ability to speak in standard English not Ebonics for extended periods of time by disingenuous White Liberals who hailed him a genius, and as a consequence continues to fail miserably at elemental, gut-level tests of competence Bill Clinton could pass, or he simply hates America as the epitome of "evil White people" so much he wants to punish them and America. Of course, he could be both. In any event, his words "the tide of war is receding" will be flung back in his face time and time again. It is guaranteed. Because having a strong military is like having insurance, it is costly until you need it. And you always need it. Not having it invites disaster. A man who rammed through ObamaCare to cover illegal aliens and others with health insurance ought to know that.

Having the ability to fight two major conventional wars at the same time is critical. It is critical because America's current enemies, Iran, Pakistan, North Korea, China, and Russia are sure to act in a conventional manner to destroy American security objectives dating back to FDR, when America is occupied fully with ONE existing conventional conflict. Which is sure to break out any day now.

Why? Because the international situation is uncertain. And it is uncertain because America is weak, divided, disdains military power, and has been proven without a doubt for the past thirty five years or so to be bullied with little risk. George W. Bush bought America time (though he did not understand what he did, and handled the Iraq War poorly) by making an example of Saddam. To encourage the others. That time is now up.

America faces two fundamental problems. The first is energy scarcity, which can be managed long-term by fracking/drilling in the US and using unconventional techniques, at the expense of Green purity and throwing out green/renewable fantasies of windmills and solar panels powering a modern industrial society. Note: managed. Not solved. Demand for oil and natural gas and coal, too, will keep energy costs high because China, and to a lesser extent India, Brazil, and other developing countries want nice things too, that cost energy: clean water, sewage systems that work, power that goes on and stays on, not just for two intermittent hours a day, hospitals that are clean and sanitary, and a modern industrial base to power all that.

The second problem is related to the first. Food. Zerohedge reports that as Spengler at the Asian Times and PJM has noted, food prices are set to go up indefinitely as arable land declines, petroleum goes up (the two are related, think about it for a minute, no one uses horses to plow fields), and Chinese demand intensifies. Made worse of course by bio-fuel subsidy madness in the US, turning food into fuel.

This is causing a crisis. As Zerohedge points out, in another post, Iran depends on sky-high oil and imports most of its food. Like Tunisia, then Algeria, then Libya, and now Syria, the main cause for discontent is people not being able to eat. As Spengler noted, Chinese peasants will eat before Arabs (and Iranians). Because the Chinese can pay more for food. ZeroHedge notes:

It has been estimated that the Iranian theocracy cannot fund its bloated bureaucracies, military and its welfare state if oil falls below around $40-$45/barrel. Drop oil to $25/barrel and keep it there, and the Iranian regime will implode, along with the Chavez regime in Venezuela.
Saber-rattling actually aids the Iranian regime by artificially injecting a "disruptive war" premium into the price of oil: they can make the same profits from fewer barrels of oil.
The way to put them out of business is drop the price of oil and restrict their sales by whatever means are available. They will be selling fewer barrels and getting less than production costs for those barrels. With no income, the regime will face the wrath of a people who have become dependent on the State for their sustenance and subsidized fuel.


Of course, easier said than done. China has lots of money, needs to keep the power on for its own internal stability, and will reliably prop up the price of oil to keep feeding its people, and paying for their food. Rarely is something simple easily attainable. Like losing weight or playing a musical instrument, it takes work and struggle.

This is precisely WHY the US needs a military that can fight two conventional wars at the same time. Because regimes like Iran and North Korea are hit hard by rising food prices, as well as Pakistan, and want War as a release from forces that threaten to overturn them as in Egypt, and Tunisia, and Libya, and probably Syria. No one wants to end like say, Khadaffi, stabbed in the buttocks with a knife, to death. There for everyone to glory in, on Youtube.

Thus, of course Iran wants War. They crave it, as the only thing that can push oil prices high enough to pay for food, and at the same time allow them unfettered ability to kill all domestic political opponents. It does not matter if they take terrible losses, they've had them before. A swarming attack, against a carrier battle group, preceded by days of false moves and provocations to wear down attention and attentiveness, can easily sink a carrier. Many in Iran think that doing so will cause the US to simply turn tail and run. Under Barack Obama, they may be right.

At the very least, they can smuggle out oil at $200 a barrel, closing the Straight of Hormuz through mobile missile strikes and mines and such, perhaps also launching attacks on Iraq taking out its oil facilities and even the Saudis and Kuwaitis and Omanis. China, and many other countries, would be happy to buy oil at those prices under those circumstances.

Meanwhile, North Korea starves to death, under a new leader even more despised and incapable than the last. One who is young, prone to torturing small animals as a child, and fat and unattractive at twenty eight. Kim Jong Eun has one play, only and that is war. War with South Korea and the US. Not to win, but just not to be overthrown.

Particularly if the US is occupied elsewhere, say the Persian Gulf, and thus all sorts of gains can be seized, even perhaps ALL of South Korea and even Japan. You don't have to be a giant if your enemies are all midgets. Neither country has much of a military, much less military age young men, much less any ability to sustain a long, ugly war. Without the US ready to fight, prospects look a lot better than ending up like Khadaffi. Since Jong Eun is even less loved than the Colonel.

Likely at this point, both Iran and North Korea are playing a game of "after you, Alphonse." Since the second mover has the advantage -- no US forces to confront him.

Obama's cuts to missile defense, his ongoing cuts to nuclear forces, and a reliance on drones (easily hacked, as even Iran was able to do) is a fantasy strategy. Since the US from FDR onward has relied on US Naval and Air dominance in the Persian Gulf to control the world price of oil. To the US liking. And disadvantage in particular of Russia, which has nothing else but oil to offer.

Russia and China are sure to challenge the US dominance, if for no other reason than to order the world to their advantage and the US disadvantage. This is normal politics, Russia can only survive in a world where oil is hideously expensive. China can only survive the onslaught of all those men without any female counterparts because of selective sex abortions, and a slowing economy beset by corruption and cronyism, by dominance of neighbors and ultimately the entire Pacific. Otherwise all those resources (including yes women) don't flow into China to keep the social peace and the folks at the highest levels end up like Khadaffi. No one wants a knife up their ass.

Nor are the Chinese, the Russians, the Iranians, the North Koreans, and the Pakistanis (who are fully nuclear, have a disintegrating populace and state, are beset by Jihadis, and under siege from rising food prices) stupid. They know that a limited, cut to the bone American Military might not even be able to win in one place, and surely will not in two or more. Hence the move to create two or more crisis by pouring fuel on any regional crisis set afire.

In my opinion, at some level Obama understands this and welcomes this. All those decades of "hate America" along with the "hate Whitey" rhetoric of Rev. Wright and Louis Farrakhan (a frequent visitor to the White House according to logs, unsurprising since Obama was a neighbor of Farrakhan's in Chicago) had to take their intellectual toll. At some level, Obama constantly strives to make all those sermons he heard from Wright come true. That is Barack Obama. You don't spend twenty years listening to Rev. Wright (and likely Louis Farrakhan) and not want to make their dreams come true.

Ultimately that is a stupid move, since leaders rarely prosper by punishing their people. Nor is the model of most Muslim tribal nations (raise up a tribe of favored few, like Saddam's Tikritis, and punish the rest) likely to succeed in a nation as big and as powerful (in the sense that ordinary people are not beaten dogs, but individuals jealous of their liberties, mostly) as America. Obama's likely destination is impeachment and conviction, with a long jail time as an object lesson. Being the first President to deliberately lose critical wars in disastrous fashion that degrades life for the average American (oil and food at unaffordable levels for years until drilling and growing are refashioned) pretty much guarantees that. But for years, Obama was never punished politically, socially, or economically for associating with odious figures like Wright and Farrakhan, so it is no surprise that he deliberately wants to harm America.

The alternative of course is not endless Wars for Democracy in Muslim lands. But rather a military able to dominate the Pacific and Persian Gulf at the same time. Withdrawing troops from Europe is a minor savings, but closing bases there leads to a lack of forward positioning in the area and increases US dependence on … Israel. As the only friendly country in the area with ports, airbases, and a population able to support force projection. While Germany, Italy, and England are not close to the Middle East, they are closer than Arkansas or Georgia, and provide "good enough" ability to stage and marshall forces bound for the Middle East. While troops can and should be withdrawn from many areas, the bases should remain.

Drones, easily hacked and dependent on an increasingly vulnerable satellite system (now even Iran has the ability to shoot down satellites, joining Russia, China, North Korea, and Pakistan) are no substitute for US air power with the best air superiority fighter (the F-22, canceled) and the best ground support airplane (the A-10, canceled). Cyberwarfare is no match for US naval forces able to punish enemies and control the seas (including keeping the Straights of Hormuz open for shipping). These all cost, and the costs seem high. Until say, Iran and North Korea and China and Pakistan (and perhaps even Venezuela) all launch attacks hoping to achieve regional dominance cheap and easy at the US's expense.

If you liked your life with gas at $5 a gallon, wait until it reaches $10 per gallon. See how much social peace is bought then. The US too, is not immune from the social changes around the globe of Chinese peasants eating a lot better than they did before.
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Wednesday, March 23, 2011

The Failure of American Power

Steve Sailer has written on the 20th anniversary of the Highway of Death, and the awesome power of American air power. Which is undeniably potent. But also an undeniable failure, in achieving American national security goals. Obama's war but not war, against Libya and Khadaffi, and removal but not removal, of Khadaffi from power, is only the latest failure (and possibly the largest one yet) of American power in the Middle East. To put it bluntly, every President from Carter onwards has failed, in different ways, in achieving national security goals in the Middle East. They have failed, because they did not appreciate the need for infantry power, and the limits of American Air power, no matter how magnificent that power might be. It is still, limited. And as such, relying upon it has brought nothing but failure to American goals in the Middle East.


First, what are the American goals in the Middle East? FDR said on Feb 16, 1943, "the defense of Saudi Arabia is vital to the defense of the United States." This doctrine was further articulated in the Truman, Eisenhower, Nixon, and Carter Doctrines. The Carter Doctrine stated explicitly that the US would use military force to defend its interests in the Persian Gulf. Now, what might those interests be? Why, the free flow of oil, at prices the US consumer can afford. That is, really, the only interest the US has in the Gulf, and one that goes all the way back to the middle of WWII.

Reagan, and George Herbert Walker Bush, articulated variations of the Carter Doctrine, as did Bill Clinton, and George W. Bush. But the basic outline of the Carter Doctrine has stayed in place. The US would use military force, to shape the outcome of power struggles in the Persian Gulf, to the US national security advantage. Which boils down to the free flow of oil, at prices that at a minimum do not choke off economic activity in the US.

As long as Americans like eating safe, relatively clean, and affordable food, like affordable cooling and heating for their homes, like homes that are affordable and far from crime and violence of the ghetto and barrio, and incomes befitting First World people not Third World slum dwellers, the need to shape Persian Gulf and Middle East politics and power struggles will remain. Oil, and the free flow of it at affordable prices, remain in the US national security interest. You might argue that absent nuclear terrorism or attacks by foreign countries with nuclear weapons, securing the free flow of oil from the Middle East at reasonable prices is the supreme goal of American foreign policy.

There are those who would argue, and have argued, that the best way to secure America's interests is one long apology, followed by withdrawal from the region. That America has "original sin" and only makes things worse, being mostly White, mostly Christian, and thus generates pure hatred. That withdrawing from the Middle East will bring rainbows, unicorns, and rivers of chocolate. And that if it does not work out, well America doesn't need or deserve cheap energy anyway. God must want us punished for being wicked, or something. It is not a serious argument, but one made anyway. As Machiavelli noted about Savonarola, unarmed prophets preaching a new millennium come always to martyrdom and failure.

America was generally lucky, in the years following 1943 to 1979. America had allies, scared out of their wits by the Soviets and their sponsoring of Arab Nationalism, of a secular character. The Kingdom of Saudi Arabia, Morocco, the Persian Gulf States, the Shah of Iran, and later Sadat's Egypt all looked to the US for support against Soviet subversion. This stable set of affairs (for the Middle East anyway) was blown apart by the Iranian Revolution, and direct confrontation in the Persian Gulf over control of its oil. By the Mullahs of Iran, who sought out actively a confrontation with the United States.

Carter of course failed miserably, not the least of which he was constrained by post-Vietnam desire to avoid casualties at all costs. Which led to a disastrous reliance on air power alone. Operation Eagle Claw was only the first in a set of disasters. Ronald Reagan was chased out of Lebanon by Iran and Hezbollah bombing the US Marine Barracks and US Embassy. An overt act of war that caused the Gipper to retreat, in panic. Desultory attempts to use the USS Iowa to shell Lebanese villages with its 18 inch guns had no real effect. In order to either rescue the hostages, or control valuable real estate in the Eastern Mediterranean, the US needed to commit ground troops and accept some considerable measure of casualties. Air power alone, cannot hold ground. It cannot take cities, rescue hostages, or defeat militias. Only troops on the ground can do these things. And inevitably, doing these things cause large amounts even with Western advantages, of casualties. A price no President save George W. Bush has been willing to pay.

This failure only accelerated in the Gulf War. While Sailer correctly notes how devastating the attack on the Highway of Death was, from Saddam's viewpoint he won the Gulf War. He was still in charge of Iraq. Air power failed to dislodge him from power. So he lost a good part of his army? So what? They were replaceable from his point of view. So his people suffered? So what? They existed merely to serve him, from his point of view. His army could be rebuilt. Sanctions endured and then evaded. And the experience of Iraq, and the thirteen years from the end of the Gulf War to the start of the Persian Gulf War, perfectly illuminates the failure of Air Power alone to achieve US objectives.

The US objective in fighting Saddam in the first place was to secure the free flow of oil from the Persian Gulf, at a reasonable price. The flow of oil at a reasonable price being the key to America's economic security. Kicking Saddam Hussein out of Kuwait did not achieve that objective. Saddam could always come back, and this time drive all the way to Yemen, taking Saudi oil fields. Only constant, grinding, combat air patrols over Iraq, kept Saddam on a leash. Not truce agreements, United Nations resolutions, various informal agreements, all of which Saddam signed and soon reneged upon. Bill Clinton had to launch Operation Desert Fox in December 1998 in response to Iraq failing to comply with various UN disarmament resolutions and Saddam kicking out arms inspectors. Of course, constant combat air patrols and periodic bombing campaigns against Saddam required extensive use of Saudi airbases, itself something sensitive and cited often by Osama bin Laden as "justification" for jihadi attacks against the US and certainly US civilians inside America.

Just as important, however, was the manifest failure of US airpower. Osama and other Jihadis studied the results carefully, and as Lawrence Wright wrote in "The Looming Tower: Al Qaeda and the Road to 9/11," argued persuasively that Saddam, not the US, had won the Gulf War. Won it by surviving, and staying in power. That in the opinion of Osama bin Laden, the US was a paper tiger, with no staying power, that could be safely attacked in any form, provided that the attackers were willing and able to shelter, take some acceptable level of casualties, and then advance to their goal once America tired of the effort.

This argument won the day, particularly after the debacle of Somalia, and the fairly impotent US response. The US did not level Mogadishu (which would have been the response of an Arab leader) nor did it kill masses of Somalis. The deadliness of the US defense (about 3,000 estimated Somalis killed in exchange for the roughly 19 Americans killed) did not register. Clinton's fairly impotent cruise missile response to the 1998 African Embassy bombings, and non-response to the assault on the Cole, only increased the view among jihadis, and Muslims world-wide generally, that the US lacked the will and the ability to impose its will upon the Middle East, and that the US and its interests could be safely attacked provided the attacker was willing to take some casualties like Saddam, and hunker down until the US got tired.

For those wondering why the Taliban ever agreed to Osama's plan to attack the US on 9/11, this is why. More importantly, this perception also colors the Iranian response. Iran did try to blockade the Persian Gulf, with its Navy, and mining efforts. Resulting in Operation Preying Mantis, which showed US air power was decisive in destroying targets at sea and in port. Naval warfare is not the same as guerilla warfare on land. Iran has been careful not to repeat the experience, and has put most of its assets into a nuclear ICBM program and paramilitary operations (principally Hezbollah) which operating on land can employ the Saddam strategy: hunker down, take casualties, outlast the Americans as they get tired.

After 9/11, George W. Bush tried a different strategy. US Air power proved decisive in defeating the Taliban in concert with the Northern Alliance and small groups of US Special Forces. US Air power again proved decisive in allowing US ground forces to dominate and destroy the forces of Saddam Hussein. Pre-War predictons of a "battle of Baghdad" rivaling that of Stalingrad or Berlin proved nonsense. US casualties were very light.

But occupying Iraq to achieve the US national security aims: providing the free flow of oil to the world market at a reasonable price, proved far more difficult. Iraq's broken, and tribal society proved a perfect setting for massive bloodletting. America expected US Air and armored warfare dominance to be matched by infantry dominance, and was angered when it was not, with (light by historical standards but) casualties they found simply too high. Bush never explained in any way the interests of the United States in securing Iraq's oil, and territory (against the Iranians and AQ) to further the free flow of oil on reasonable terms to the world and thus US markets. It was a simple proposition. Blood for oil. The point being that only some limited amount of US bloodshed could secure the oil, without which the US economy would grind to a massive halt, with widespread poverty due to sky-high energy prices. And that the territory of Iraq needed to be secured, lest Iran use it against us to disrupt the flow of oil. Iran having a built-in desire to jack up oil prices sky high. [To pay for their thug-security army.]

Bush never made this simple explanation, was appalled at the suggestion of "blood for oil" (well, of course) and behaved like the mainstream, JFK-style liberal the man was and remains. Bush simply stopped explaining or defending his policies, much less challenging critics on how they would secure the free flow of oil from the Persian Gulf at reasonable prices, to secure the US economy and provide growth.

And as casualties mounted, the Taliban and AQ in Afghanistan learned how to cope with US airpower. Mounting time-limited attacks (often no more than fifteen minutes, timing the distance and availability of US aircraft to provide close air support). Using IEDs as equalizers, and using attrition style ambushes aimed at political defeats at home, not decisive victory against the US. Whose ability on the ground also grew, as US forces became better as well in infantry fighting.

Which leads us to Libya. It is in the interest of the US to secure the oil from Libya, to the global markets, as quickly as possible. Unrest in Nigeria, delays in bringing Iraq's oil to market, and unrest in the Persian Gulf have left markets without much spare capacity. Japan will need diesel generators for years on end, to provide power to a significant portion of its population. Driving up oil usage. Libya provides ten percent of the global market, and its oil unlike the Saudis is relatively free of sulfur and other impurities. Making it easier and cheaper to refine.

It is also in the interest of the United States to demonstrate its power to remove a troublesome leader. This is because the Middle East and Persian Gulf in particular, is unstable, and new leaders can quickly arise who are hostile to the US. It is useful to remind such men that the US has powers if it chooses to use them, that can greatly aid in the removal of such men.

It is further in the interest of the United States that Libya not become an embarkation point for mass migration of North Africans and Africans to Europe, nor a Disneyland resort for Al Qaeda and other jihadis, nor Somalia upon the Mediterranean. These are important, and complementary goals of the US. To achieve one, it is required to achieve them all.

At this point, Air Power alone cannot achieve them. Air Power used against Khadaffi three weeks ago might have defeated him, as his regime was reeling, he had many desertions, and he appeared to be on the outs. Now that he has a mercenary army, quickly assembled, and paid by with gold held personally in the Bank of Libya in Tripoli (Khadaffi was not stupid, and observed the seizure of assets in Switzerland and other countries of such leaders as Pinochet, Charles Taylor, and Kabila). Khadaffi has reportedly, enough gold to pay his army for years.

The rebels are a rabble incapable of military order or much of anything. They are untrained, undisciplined, and refuse to listen to anyone with military experience on the need for good order, conservation of ammunition, hygiene, conservation of water, and so on. Even with US air power, about all that can be accomplished is a de facto partition of Libya, with the oil out of the world market for decades, Libya likely turning into a Disneyland for AQ and other jihadis (in Khadaffi's and the rebel's partitions) and Somalia upon the Med. With a cherry upon top of US defeat, yet again, and visible defeat. To embolden America's enemies in the Gulf, intent on interfering with the free flow of oil at a reasonable price.

To achieve US goals, US military forces on the ground, including considerable amounts of infantry and armor, will be required to drive upon Tripoli, and oust Khadaffi. This means casualties, bloodshed, and US pain. It will require money, and a military occupation of Libya that is costly and painful and divisive.

Can it be done? Certainly? Should it be done? On balance, I would argue yes. Obama's stated reasons for bombing Libya, that the UN "responsibility to protect" civilian populations from massacres by their own leaders, is laughable. The Ivory Coast, Liberia, Sudan, Haiti, Nigeria, Rwanda, and East Timor have all either recently experienced this, are experiencing it now, or will likely experience it again in the future. And no one seriously suggests that the UN can order the US military, which cannot refuse the order, to protect these people. Nor does the UN have any role in ordering the US military, at all, either to permit it to do something, or not, or order it to do something. This madness is Obama's one-world anti-Americanism, reflexively at work.

This madness does not mean that the US has no interests in Libya. Quite the contrary. Nor does it mean that the US should shy away from any and all confrontation. Nor does it mean that the US cannot or should not ever engage in military action in pursuit of its national interests. What it does mean, is that it needs to clearly define, in terms every average citizen can understand, what is the national interest. Not abstruse concepts of "Muslims yearn for freedom" or such liberal garbage (something that George W. Bush had in common with JFK, which is why Liberals loathe Bush so much, he is basically a liberal heresy). But rather, the US depends on cheap global oil, which allows us to keep places like Florida and California clean of oil rigs, and the inevitable oil spills, and still have a good quality of life and an economy that functions and grows.

This means, use of military force, basically combined arms of naval forces, infantry, armor, and air power together, to remove regimes that threaten the free flow of oil, at a reasonable price, when the opportunity for success is at hand, being aware that an occupation will be likely more costly and bloody than the overturning of the regime itself.

This is not the end of the world. This is neither invade the world, invite the world (Sailer's catch phrase for Bush's policy) and does not mean intervention in say, the Ivory Coast to put its cocoa production back into the market. It does not even mean intervention to remove regimes hostile to America's goal of free flow of oil at reasonable prices at every turn. It does mean, however, re-running Iraq at some point. Because the US has no partners to off-load fighting to, on the ground. And therefore must do it, itself. Which means casualties and bloodshed and treasure all spent.

Everything costs. Ike was able to rely on scared, and compliant Arab regimes to do the dirty work of ground fighting and policing, without a global Jihad network. The cost of that was a constant, hair-trigger nuclear standoff between the US and the USSR. Which led Ike to pull the plug on the French-UK-Israeli attempt to overthrow Nasser and retake the Suez canal. The US then relied upon the Saudis, and later Egyptians, in what amounted to a swap for the Shah of Iran, to police much of the Middle East.

The ability of these regimes to police the Middle East for us, is now an open question. They remain precarious and unstable, even those that seemed invincible: Khadaffi, Mubarak, and Ben Ali. Machiavelli, Sun Tzu, Miyamoto Musashi, and Clausewitz all advised against outsourcing military campaigns, or even any part of it, to others. The American people will have to be told, and required to choose, if they want to be poor, and live poorer lives, to avoid entanglement in the Middle East, or if they like living in nice houses, driving nice cars, eating nice and affordable food, buying nice and affordable clothes? If the latter, then the price is periodically, the US using combined arms to achieve a fairly quick victory over unstable regimes, and policing the tribal populace afterwards so that oil interests are not interfered with. Understanding that there is no cheap and easy way to set up an occupation and transition to self-rule, without some considerable level of American casualties.

Or the US could abjure such measures, and live substantially poorer lives, even with drilling in the US, and the inevitable spills and oil pollution of the beaches and oceans, and inland waterways, and destruction of fragile habitat. Even with substantial US oil production at home, there simply is not enough oil to make the global market (oil is traded globally, as the critical resource) affordable. There just isn't enough US oil available at prices that can sustain long term economic growth (oil at roughly $50-$60 a barrel at today's prices).

This is a case that an American President or candidate must make to the American people. That there is no free lunch, that there is not something for nothing, that US prosperity rests on cheap oil which means periodically US military personnel fighting and dying in ugly Middle East lands, to remove threats to the free flow of oil at reasonable prices. Not every threat, at every time, but periodically when the US must intervene to keep oil prices down or remove threats that cannot be put off any longer.

Libya, under these circumstances, meets none of these criteria. Obama is sure to create a total disaster in Libya, an ignoble, and stupid American defeat. Khadaffi remaining (which is victory for him), constant fighting, degeneration into Somalia "plus" and an open invitation for AQ and other jihadis to shelter there, with either Khadaffi or the rebels. Obama is unable and unwilling to lead America to victory, which requires boots on the ground, American forces, and a clear explanation of what victory looks like: the oil flowing, a pro-American regime in power. Instead we are likely to get the worst possible outcomes. Obama is an incompetent Affirmative Action President and his people are even less competent than he is, something shocking.

Very disappointing is Hillary, who had an up close view of Clinton's failure to unseat Saddam or gain permanent compliance with US objectives. Rice and Power acted as one could expect, and Biden was, well, he was Joe Biden. A man long believed to be mentally impaired due to a brain aneurism. If he did not have one, there would not be any functional difference.

The only "good" thing to come of this is the experience in France and Britain, of how unreliable American power has become, how unserious, and how exposed they are to regional threats (principally North Africa imploding and sending masses of refugees onto their shores ala Camp of the Saints). If either government, and people, in either country, has a brain or a clue, they will rapidly ditch austerity budgets, and re-arm like crazy, particularly with naval and air forces, to maintain control of the seas around them. There is no reason Britain and France cannot each have six air craft carriers each, for a total of twelve, plus support ships. Construction of which, on an emergency basis, along with fighter planes, and other ancillary aircraft, could put nearly all their unemployed back to work, immediately, and stimulate Eurozone demand. True Keynesian economics at work. America has shouldered far too much of Europe's defense burden, and the Europeans must come out of their post Suez, "America and the Soviet Nuclear Arsenal make us irrelevant" funk. The Europeans have real enemies, intent on really occupying their lands.

True, they are mostly an illiterate, Muslim rabble from North Africa and Africa, but that does not make them any less dangerous. Far easier to build a whacking great Navy and keep them in North Africa than deal with five, ten, twenty million refugees in a tidal wave on their own shores. America's very rapid (Obama is already looking for the exits) process of leaving France and the UK holding the bag, will prove instructive. America is unwilling to use its power, instead believing in Unicorns and Rainbows.

As Mark Steyn noted:

As he told a gathering of high-rolling Democratic donors in Washington last week: "As time passes, you start taking it for granted that a guy named Barack Hussein Obama is president of the United States. But we should never take it for granted. I hope that all of you still feel that sense of excitement and that sense of possibility."


America bet everything on unicorns and rainbows. On the excitement and sense of possibility that a man named Barack Hussein Obama is President of the United States. That having a Black guy with a Muslim name will magically make the world love us. Obama certainly hasn't forgotten. He believes himself to be Jesus, Moses, Mohammed, and Allah all combined. He really does think he walks on water, with unicorns prancing in the background. That he really is a lightworker. That:

Many spiritually advanced people I know (not coweringly religious, mind you, but deeply spiritual) identify Obama as a Lightworker, that rare kind of attuned being who has the ability to lead us not merely to new foreign policies or health care plans or whatnot, but who can actually help usher in a new way of being on the planet, of relating and connecting and engaging with this bizarre earthly experiment. These kinds of people actually help us evolve. They are philosophers and peacemakers of a very high order, and they speak not just to reason or emotion, but to the soul.

The unusual thing is, true Lightworkers almost never appear on such a brutal, spiritually demeaning stage as national politics. This is why Obama is so rare. And this why he is so often compared to Kennedy and Martin Luther King Jr., to those leaders in our culture whose stirring vibrations still resonate throughout our short history.


Largely, this is the sort of person around Obama. Who believes as they did yesterday, that Obama is the racial redeemer and "New and Improved" Jesus come to save the sinful America and restore the world's place on top of the sinful nature of America. This sort of President, who clearly believes in his own worship and hype, is not able in any way of projecting military power in defense of America's interests. Why would he? All he has to be is Mr. Wonderful himself! Nor are his people capable of finding their behinds in the dark with a flashlight and a map.

The complete disappearance of America up, basically, its own asshole, has serious consequences for Europe, which they are now finding out. It will have serious consequences for America too, as most of America will find out once the worship of the media is no longer able to keep the lights on.

The dialog at the end of "Three Days of the Condor" is instructive. America has been living on luck and seed corn, for decades. The argument between Higgins (Cliff Robertson) and Joe Turner (Robert Redford) turns on invasion plans for the Middle East:

Higgins: It's simple economics. Today it's oil, right? In ten or fifteen years, food. Plutonium. Maybe even sooner. Now, what do you think the people are gonna want us to do then?
Joe Turner: Ask them?
Higgins: Not now - then! Ask 'em when they're running out. Ask 'em when there's no heat in their homes and they're cold. Ask 'em when their engines stop. Ask 'em when people who have never known hunger start going hungry. You wanna know something? They won't want us to ask 'em. They'll just want us to get it for 'em!


Obama, and the media, asserted that Obama being so wonderful, a lightworker, and a man with a Muslim name, and Black to boot, would make every Muslim and Muslim nation love us. So that there would be no fighting, no war, no conflict, no sacrifice needed, no bloody call to duty, to keep the lights on, the power running. To keep people who have never known hunger from being hungry. All of that is about to end, and the total Libyan debacle will be part of that.

Eventually, out of pure necessity, America will adopt some form of the Carter Doctrine backed up by infantry forces. As the limits and failure of air power alone to remove regimes and install friendlier ones comes apart with sky high oil prices. Oil is already over $100 a barrel. It will go far higher. Sadly. This alone should prove the failure of American Air power alone to gain our objectives (look at the prices!) but sadly Americans and American elites will require being hit over the head with reality until they are bloody before reality sinks in.
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Wednesday, March 16, 2011

The New Imperialism?

Contrary to popular notions, the world does not run on rainbows, unicorns, and skittles. Modern industrial economies need in particular, oil and gas and coal. With the earthquake in Japan turning Western nations against nuclear power (because of perceived risk), something will have to be done to garner critical resources. Which are not equally distributed among the planet, but concentrated (oil in particular) in the Middle East. Since 1945, the Western powers have been ebbing away from that area, preferring to buy oil at a distance from whoever would sell it, no matter how messy. That is likely to change. Recently on CNBC, Niall Ferguson observed that the likely outcome of the current Middle East turmoil is first, civil war, then Islamist take-over, and finally cross-border wars. All of which are going to make oil shipment nearly impossible, no matter how many eager buyers there will be, there just won't be anyone able to sell.















Ferguson of course is bullish on China, while ignoring China's very real problems. A financial sector that is a house of cards (China's State Owned Enterprises are propped up by constant new loans, to keep employment going -- these organizations don't actually make money, they exist to keep people working). China faces massive resource constraints, a largely illiterate interior population, about 30-40 million young men who will never find wives (gender imbalance due to selective sex abortion and the one child policy), a rapidly aging society before it gets rich, and massive ethnic/racial/religious separatist movements in Tibet, XianXiang (Muslim Uighurs) and in the East (Hui Muslims, ethnically Han but devout Muslims). China is the world's largest manufacturer, but its population mostly does not benefit, suffers from massive corruption and pollution, and is mostly quite poor.

Internally, China depends on an annual growth rate of 8-9%, something almost impossible to keep up much longer. There is only so much growth a nation can do by electrifying, building new roads, and so on. This is what the Soviets encountered in 1970 or so. China is quite likely to spark the new imperialism.

It has a certain logic. China needs ever greater raw materials, particularly oil which it must import from the Middle East. China must be tempted to intervene, militarily, to secure its own oil. And perhaps India will be tempted as well, it also depends on growth which means ready access to imported oil, and cheap oil at that, to fuel economic expansion and prevent its own civil war. Both India and China historically have been plagued by civil wars fueled by resource constraints and falling incomes after periods of growth, and their leadership is acutely aware of this tendency.

Europe too, faces challenges. Italy must at some point intervene in Libya, or it will be overrun by Libyans and Africans, becoming a third world hell-hole no different from Tripoli or Benghazi. Italians certainly don't want to fight and die, but neither do they want to be ruled by the Colonel, or people like him. The same holds true for France, and indeed Northern European nations like Germany, the Netherlands, and the UK. If fifteen million Africans and North Africans wash up on Italy's shores, be assured that at least half of them will simply start walking north.

And most of these nations are weak. Libya is a set of tribes with flags, Algeria and Morocco little better, the same is true in the Gulf. Weak nations, with resources China, India, and the West need to run their economies above poverty-civil war levels, unable or unwilling to sell oil and gas because they are gripped by civil wars and cross-border wars? That is a recipe for "blood for oil," with the enthusiastic support of everyone who does not want live like a Santa Cruz hippie in the dirt and mud for the rest of their life. China and India seem already edging into confrontation over who will control the Indian Ocean and perhaps the Persian Gulf oil supplies. China has made massive investments in Africa, most of which have not panned out because … the continent is full of Africans. Which means the usual African level of stupid corruption, fighting, and such to garner ten dollars for a tribal chief who could have made ten million had he agreed to let the mining/resource investment proceed.

All the industrialized nations, from the West to China, are hideously vulnerable to Middle East oil being unavailable at any price, or only massively expensive prices. At which their economies seize up and civil wars of one sort or another break out. Internal peace depends in large part on cheap imported oil. Thus each nation is likely to set out, alone or in concert with others, to intervene, first diplomatically, then economically, and finally militarily, to secure the one resource (oil) that allows their economies to function at strife-avoiding levels.

This is particularly true since the idea is not a permanent colony, in unappetizing lands, but mere resource extraction in good old imperialist fashion. Something that goes back to the neolithic, no doubt. The West, and China too, likes to talk about self-determination, about anti-imperialism, human rights, and all that. If it is a question of permanent oil prices at $200 a barrel because Saudi Arabia is involved in a civil War, Iran has invaded the weaker Gulf states, and Libya is collapsing into constant attrition warfare between the Colonel and his enemies, yes both the West and China will intervene. India might as well.

The desire to avoid internal collapse will simply be too strong. China has no real oil reserves of its own. Like Japan it imports nearly all of its needs. China cannot keep its hundreds of millions of factory workers employed with oil at $200 a barrel. Since its rulers like very much, ruling, they will do anything and everything to get oil down appreciably lower, socialist and anti-capitalist, anti-imperialist rhetoric notwithstanding. The same is true for Europe, and ultimately America.

Indeed, the absence of America in the Med while Libya implodes and the Colonel promises to push most of his eastern population (into Italy, essentially) has been a wake-up call for Europeans on the need for their own navy, air forces, and army. Expect to see some rearmament being pushed by conservative parties arguing that becoming "Camp of the Saints" is not a wise policy. And that keeping hundreds of millions of North African and African refugees out of Europe requires armed forces of real size and capability. Even constrained, an industrialized Europe could build five-ten aircraft carriers and support ships, plus planes and people to run them. They don't have to be world-beating, just better than what Khadaffi will have, or the mass refugees. And from there, well it’s a short jump to wondering just why all that oil is not pumped for their benefit?

Western guilt is likely to end along with post-war prosperity. No one likes to sit in the cold and dark. Even Europeans expect results. Like the power to go on when you flip the switch.
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Wednesday, January 5, 2011

Oil Prices Enter the Danger Zone


The Financial Times has a scary article detailing how oil prices are entering the Danger Zone.

As the graphic shows, OECD countries are shifting from an average of around 1.4% of GDP for the US (oil import expenditure), 1.0% of GDP for the EU, and 1.8 for Japan, to 2.5 for the US, 2.1% for the EU, and 2.6% of GDP for Japan. For the US this amounts to another $72 billion in money out of the economy, sent to foreign oil producers. Barack Obama is a very stupid man. Whatever temporary economic stimulus he has constructed, out of a two year extension of the Bush Tax Cuts and a one year 2% reduction in the employee payroll tax, will be obliterated by the constant rise of oil prices. In part, due to Obama's own stupidity, in his policies and failures to act. Obama is a man stupid enough to believe in Cloward-Piven (move the system to failure to enact massive changes). As a man widely seen moving the system to failure, he's not likely to be given a free reign to remake America into his cherished ideal of a Black National Socialist Utopia (with cringing, permanently apologetic Whites and a Colors of Benetton style PC/Multicultural society). Quite likely a Reagan-esque figure offering to "take Back America" to prior greatness (and cheap gas) by "whatever means necessary" will be the person with the winning hand. No one is going to die for a Target Ad.


Charles Krauthammer is also profoundly stupid. Unable to see that ordinary people live and die by cheap energy (it was partially the energy/gas shocks that drove the 2008 sub-prime mortgage crisis as people could not make both mortgage payments on distant exurb houses and fill up their tanks to go to work). Krauthammer thinks (because he's rich and a clueless elitist) temporary measures in tax reduction will offset massive increases in costs that directly and immediately affect both businesses and consumers alike. Nor can Krauthammer see that the effect in places like China will be even worse (already the Financial Times and the Wall Street Journal have been running articles on spiraling prices of such staples as cooking oilrising 27% or more, fueling social unrest). Massive social unrest sparked by massive increases in energy and oil are likely to make China more, not less adventurous abroad (a war can drain social unrest and channel the considerable Chinese nationalism against enemies).

The Financial Times notes:

High oil prices threaten to derail the fragile economic recovery among developed nations this year, the leading energy watchdog has warned, putting pressure on the Opec oil cartel to increase production.

Over the past year the oil import costs for the 34 mostly rich countries that make up the Organisation for Economic Co-operation and Development have soared by $200bn to $790bn at the end of 2010, according to an analysis by the International Energy Agency.

The increase, due to high crude prices, is equal to a loss of income of about 0.5 per cent of OECD gross domestic product, according to the IEA.

“Oil prices are entering a dangerous zone for the global economy,” said Fatih Birol, the IEA’s chief economist. “The oil import bills are becoming a threat to the economic recovery. This is a wake-up call to the oil consuming countries and to the oil producers.”

Oil prices have edged closer to $100 a barrel in recent weeks and Brent crude hit $95 a barrel for the first time in 27 months on Monday as the economic recovery has gathered pace.


The article goes on to note that while OPEC (and the Saudis in particular) favor a price band of $70-$80 a barrel, there will be no further meetings (to increase production) before the scheduled June 2nd meeting this year. OECD account for 65% of all global oil imports. China is not a member of the OECD, but increased demand in China as it modernizes (and hundreds of millions of Chinese switch from walking on foot, to bicycles, to mopeds, to motorcycles, to small cars, roughly in that order) is driving increased demand. OECD demand has remained relatively stable over the past twenty years, as conservation and lower population growth (or negative growth) have sharply cut straight-line increases in oil and energy uses from the early 1990's. Increased immigration however has muddled that picture. According to the IEA (International Energy Agency) in the article, the EU has seen its import bill rise by $70 billion during 2010, more than the budget deficits of Greece and Portugal combined.

Why is this crisis occurring?

First, there has been a failure by the West (and China) to secure rapidly increases in oil production to keep the world economy moving. Far too many have succumbed to naïve and stupid ideas about how the world works, and bet on toothless "development deals" instead of concrete action to increase production. Nigeria remains mired in corruption and open rebellion, in oil producing regions. Iraq's ability to pump oil is constrained by considerable Iranian influence, as is that of the Gulf region as a whole. And the interests of Russia and Iran, net oil exporters, with bankrupt and non-functional economies, are directly opposite the roughly shared interests of the US, China, Japan, and the EU (i.e. cheap oil and gas and energy).

Russia and Iran have regimes in power by means of paying off lots of gunmen and goons. It is that simple. In order to pay off the goons, the only levers the regimes of both nations have is expensive oil. Therefore, when looking at the actions of both, it is important to realize that their survival, depends on making oil as expensive as possible (they cannot increase production to Saudi levels and make a profit at $40 a barrel). This is why Russia has been aiding Iran's nuclear program, and why Iran has basically fought the US in a shadow war in Lebanon, Iraq, and Afghanistan, seeking power or actively using its own forces to kill American troops (Iraq and Afghanistan). Against a weak and toothless response from first George Bush and then Barack Obama, neither Russia nor Iran fears any meaningful reprisals in an effort to control Iraq's oil production, and intimidate the Gulf into accepting $100 a barrel oil, and even further price increases.

That the price increases could long-term, destroy the Western economies, is not something the regimes of Iran and Russia care much about. They are gangsters, they care about paying their goons and thugs, not long term prospects. Indeed if the economies collapse around the world, to their thinking, so much the better. More power for them to grab, regionally. To reconstruct fallen empires.

If George W. Bush deserves a good deal of blame for weakness facing Iran (and failure to communicate clearly to Americans why Iran is our enemy: because we need cheap oil and they need expensive oil), Barack Obama's actions are even worse. He's already seen that what Bush did has not worked, and got elected basically because oil was at $140 a barrel, briefly. The Wikileaks fiasco shows that the Saudis wanted him to bomb Iran. A deal could have been made, bomb Iran (and remove a threat to the Saudi regime) in exchange for oil at $40 a barrel (i.e. Saudis pump oil like crazy). Everyone wins (except Iran and Russia). Gas at $1.10 a gallon would immediately jump start the US economy (by making almost everything overnight much, much cheaper).

Even worse has been Obama's failure to act regionally. Venezuela's oil industry is in a mess due to Chavez's meddling and corruption. He's also planning to base Iranian missiles aimed at the US, a clear violation of the Monroe Doctrine, and akin to the Cuban Missile Crisis (except without a nuclear armed Soviet Union backing him up). Toppling Chavez through military invasion to remove any possibility of Iranian nuclear (or otherwise) tipped missiles at the US and make oil cheaper would be quite popular (except among the anti-War left). Indeed a military build up puts people to work, immediately, and puts real money in pockets to stimulate the economy (unlike Obama's failed stimulus measure which bailed out State welfare programs and put money in allies pockets).

But domestically, Obama has been even worse. Wedded to an idiot notion of "green" energy (the man is not very bright), he has delayed drilling permits already in process in the Gulf of Mexico, costing thousands of jobs and significantly slowing US domestic oil production. The permitting slowdown includes shallow as well as deep water drilling. Meanwhile Cuba is drilling off the US coast, in deep water, with Obama's administration doing nothing. Thousands of jobs have been lost, in a deep recession, while Obama sings the praises of "green" energy. In addition, the EPA has been issuing regulations to enact cap and trade by executive order, as the bills pushing sky high energy costs have died in a Democratic led Congress. The cost to the US in radically increased energy bills, as the cost of almost every energy production: coal, gas, oil, increases to the rates (about eight or ten times higher) of solar and wind (themselves not very reliable) is an economy killer all its own, without a massive increase in oil prices.

This idiocy is entirely consistent with Obama's desire, stated in the election of 2008, to see energy prices skyrocket, just "not all at once" and see coal plants put out of business. Is Obama as stupid as say, former South African President Thabo Mbeki, who believed AIDS was caused by spores? Or current President of South Africa, Jakob Zuma, who believes AIDS can be cured by sex with a virgin? Nope. By all accounts the man is even stupider. Obama's election will live or die by the answer to the question "are you better off now than you were four years ago?" Sky-high energy costs, by either failure to act to create robust domestic and international supply, or enacting hideously costly energy regulations, will kill his re-election. In a way that the South African Presidents idiot beliefs about AIDS did not threaten their Presidencies.

Obama's model of action seems to be Zimbabwean President Mugabe, who presides over a nation where more people starve to death (around 2,00o a week estimated by Catholic Charities) than are killed in Iraq each week. Held together by ethnic / racial based thugs and such, and milking international donors for payoffs and bribes. This is a model for failure in a nation as big as the US. But one Obama seems to have adopted.

What is likely to happen?

First, Obama is unlikely to back down on his attempt to ramp up energy prices domestically by sticking cap and trade on Americans through the EPA's regulations. He believes in it (not the least of which is that it "punishes" White Americans, a notion central to all his actions). Regardless of the cost, he is determined to push ahead and is likely to be able to outflank Congressional Republicans on this matter (by shifting funds from other agencies to fund this effort, likely from the Defense Budget). Secondly, Iran and Russia, sensing terminal weakness, are likely to pressure OPEC to keep oil prices sky high by further limiting production. Oil is very likely to reach $140 a barrel, or even considerably higher.

China, of course, cannot tolerate these prices. The Chinese will act, in some fashion. First they will encourage allies inside the US political system to remove Obama, and secondly they will be likely to seize oil resources for themselves. This is after all, the main reason besides Taiwan that they have engaged in a massive military build-up.

But the US political response is likely to be impeaching and convicting, President Obama. Clinton was impeached, but not convicted, because of the revulsion people felt over his actions, but the comfort they had with his economy. It is the economy, stupid. Obama does not have that margin. A caretaker President Biden, or perhaps even another figure (if he is medically certified as unfit to serve) muddling through is the likely political response oil at $140 a barrel for an extended period of time. Oil at that price level made Obama President, and it is likely to unmake him. Even the most loyal Democratic Senator would prefer to wait out racially motivated riots over the conviction of President Obama, than lose office entirely in 2012 over rage at being suddenly made poor by unsustainable energy prices, rising in a manner of months not decades.

If the Tea Party was the revolt of the White middle class over unsustainable tax burdens and government control of their lives, particularly medical care, to provide for (essentially) free medical care to illegal aliens, imagine their revolt over gas at $5, or $6 a gallon, courtesy of Barack Obama. All the spin in the world by the media, won't fix that problem.
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Wednesday, August 20, 2008

Red Harvest: Putin's Plan for Russia

A recent article by the pseudonymous columnist "Spengler" at the Asian Times has provoked a lot of discussion. Briefly, Spengler points out that Putin plans to address the catastrophic demographic decline of Russia (abortions outnumber births, younger people of reproductive age 20-30 will soon exist at half the rate of present demographics due to well, Russians not having kids years ago) by Russifying neighboring countries. Spengler is quite correct when he notes that Russia's scarcest resource is people. He's off base however in figuring out Putin's strategy for Russia, and particularly the assertion that Russia and America, and the West in general, have no fundamental interests in opposition.

Vladimir Putin is a frighteningly intelligent man. While he is brutal, his brutality, which includes the assassinations of domestic critics, and those abroad (such as Alexander Litvenenko, poisoned in London by Polonium 210 tea) is made far worse by his intelligence. His assassinations are not the mere lashings out, but the Mafia-like sending of messages to all who would challenge his regime for control or even criticism. His rise in the KGB assures all that he is not stupid, since that organization did not tolerate second raters. Vladimir Putin's strategy is straight out Dashiell Hammett's "The Red Harvest". In that novel, the pseudonymous "Continental Op" is sent to a Western Mining town to clean out the corrupt elements, who had been brought in to suppress strikes. Angered by an attempt on his life, he decides to set the various gangsters and crooked politicians against each other in a death struggle. This basic plot was used also in Akira Kurosawa's 1961 film "Yojimbo", starring Toshiro Mifune, and the Walter Hill 1996 remake "Last Man Standing" starring Bruce Willis.

A former Judoka, Putin knows, like the Continental Op, and the Mifune and Willis characters (also nameless), that he's good, tough, and strong, but not good enough, tough enough, or strong enough to take on everyone. However, greed, fear, and betrayal can be manipulated to take advantage of the stronger and more numerous West, and China, to pick up the pieces in Central Asia and Europe.

Spengler believes that Russia has more at risk from nuclear weapons in the hands of the Mullahs and Pakistan than the West. In this he is mistaken. Putin is urging Russians to settle in villages instead of the cities of Moscow and St. Petersberg. With Russians in spread out villages, the city-killing effects of nuclear weapons is nullified. Western and Chinese and Japanese cities produce tremendous wealth. But they are very vulnerable to nuclear attack, particularly by forces that don't have a return address. Such as Al Qaeda, or merely elements within regimes in Tehran or Islamabad. Russia's weakness, the lack of great cities that produce tremendous amounts of wealth, like New York City, London, Shanghai, or Tokyo, is also a strength. A lack of targets for a few nuclear weapons, for one. Which can devastate the economy of the West and China, but not Russia's economy.

This strategy is why, like "John Smith" in "Last Man Standing," Putin has been arming the weaker rival. Russia has assisted Iran's nuclear program, not out of spite, or pique, but because it's in Russia's interest for Iran to attack the United States. Russia will never be a winner in global economy defined by efficient production of quality goods and services. It certainly can be the Last Man Standing. Just like the Continental Op, or Mifune's nameless Ronin, Putin has done his best to provoke the two sides for a fight. I would not be shocked to find that Putin's regime has provided discreet assistance to Uighur and other Muslim terrorists within China. The shocking (for those who know China) gun and grenade battle in XianXing province two weeks ago with police and terrorists, is unlikely to have taken place without someone assisting the terrorists in weapons and training.

Putin's goal is to be assiduously courted by all sides: the United States, China, Turkey, Iran, Al Qaeda. While playing obviously for himself. Putin, and Russia's endgame is not peaceful. Except in the way that the dead are "peaceful." Putin wishes for the US, Iran, and perhaps China to engage in a series of nuclear exchanges that severely weakens all parties, allowing him to swoop in and pick up the pieces. Unlike the gallant Willis and Mifune characters, however, Putin is unlikely to be sidetracked by damsels in distress. Nor is he operating out of a highly individualized code of honor and deep offense like the Continental Op. His aim is not to ride off into the Sunset, but take over.

Is this goal realistic? Yes. Putin does not believe he will destroy either China or the US. Merely weaken them, and his rivals in Central Asia, Iran and Turkey, so that Russia may seize the great prize, Central Asia's oil and gas fields, for it's own profit. To do this he needs more people, and broadly seeks to Russify by force neighboring countries like Ukraine and the Baltics. He also cannot permit missile defense against Iranian missiles, which is why Russia has protested US plans to put just that into Poland and the Czech Republic. Russia can easily overwhelm any such system with it's own missiles, and Putin knows well NATO consists of ceremonial border guards, a few Special Forces from various European countries who are good but very small in number, and the United States. Outside the US and Russia, there is no real military in Europe. Great Britain, for example, has fewer ships in the Royal Navy than the Belgian Coast Guard.

Missile defense in Poland and the Czech Republic is no threat to Russia, but it is a threat to Putin's plan to egg on Iran into attacking the US. It's why Iran's nuclear efforts have been protected at every turn by Russia. Yes, long term Iran and it's nukes present a big threat to Russia, but one that Putin plans to deal with by creating a series of wars between Iran and the US. Primarily over who will control the Persian Gulf and thus the price of oil that travels through it. Which in turn determines the world price of oil being merely affordable or astronomically expensive. A boon for failed nations that have nothing but oil for sale.

What can the US do in order to forestall Putin's "Yojimbo" strategy? Peace is not the answer. One of the reasons why both Mifune and Willis's characters had so much success was that only one gang could rule the town they wandered into. Only one power, either Iran or the US, will rule the Persian Gulf, control it, and thus limit or not the global price of oil. It was not so much a question of starting a conflict, but rather stretching it out so that the stranger could extort the maximum amount of money from each side, while bleeding them dry, so that when the takeover came, there was no one left to oppose it. This is exactly why Putin has been helpful on many occasions with intelligence on Iran and Al Qaeda.

There is no way to "keep the peace" between the US and Iran, since Iran wants to rule the Gulf and have oil at sky-high prices, and the US wants to keep control and keep oil to manageable prices. Any attempts to bargain will be easily undercut by Putin, just as peace attempts between the Strozzi and Doyle gangs were undercut by Willis's character, "John Smith." Or the Continental Op, or Mifune's Ronin Samurai, in their stories. Only one can rule. This situation is made worse by the Chinese, who absolutely must have cheap oil and can be expected to make their own bargains to get it.

Therefore, the US must, to avoid playing out these stories, take action and undercut Putin's ability to play "John Smith." By eliminating Iran's ability to threaten US Naval forces in the Gulf, either directly by anti-ship missiles and patrol boats, or indirectly by deniable nuclear attacks through proxies (Hezbollah, Al Qaeda) on US cities. This would include surprise naval action along the lines of Reagan's 1988 attack on Iranian naval forces, and an air campaign to take out Iranian infrastructure: power, roads, bridges, train tracks, etc. Without power and transport, the spread-out Iranian nuclear program will just sit, elements needed to make warheads safe, but useless since they cannot be put together, or machined any further.

This course of action is not pretty. But it's the only way for the US to avoid playing out Putin's script, and paying a far more serious price. Putin would gladly trade the lives of three million New Yorkers, DC residents, or Chicagoans for a chance to win it all.

In that, he's fundamentally different than "John Smith," the Continental Op, and Mifune's Ronin. It's why Putin is the villain. America needs to recognize that, and act accordingly.
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Sunday, August 10, 2008

Russia's War on Georgia: It's Not the Cold War, It's Worse

Russia's war with Georgia would seem to return to the Cold War days. That's a fundamental misreading of the situation. While the Cold War featured the United States and the USSR facing off over world wide alliances and a divided Europe, it was an anomaly. An anomaly in that each "empire" was not really an Empire. But rather client states that required a good deal of military advisors, cash, discounted commodities, and all sorts of civilian assistance to keep compliant regimes in power. Think of it as a reverse Empire of sorts. Instead of money and resources flowing inward to Moscow and Washington, money and resources flowed out. To Cuba, or Greece, or Turkey, or Iran, or Egypt. Sometimes, as in the case of Egypt, or Greece, from both sides depending on who was ascendant locally.

The fall of the USSR coincided with the fall of oil prices. Gorbachev could literally not afford to pay for the secret police of the USSR's client states, and the rest was history. Regime after regime fell, as there just weren't enough secret police being paid (along with the military) to crush the revolts. This is not to discount the bravery or sacrifice of those protesters who toppled the regime, but explains why the USSR and the regimes themselves did not act the way they did in Hungary in 1956 or Czechoslovakia in 1968. There simply was not enough money.

Enter Vladimir Putin. Taking over from disgraced drunkard Boris Yeltsin, Putin was and is an able and ruthless man. You don't rise to the top of the KGB, then FSB hierarchy, without being both ruthless and producing results. Whether it's Alexander Litvinenko drinking Polonium-210 laced tea, or Anna Politkovskaya shot to death in an elevator, or Ivan Safronov falling to his death out a window, Putin is a man of action. His threats are not idle, and his enemies and critics mostly dead.

Putin is a man who understands, more than anyone else, the violence gap.

The West, today, is simply unable to cope with, and cannot respond to, extremely violent and well-organized men. Men like Osama bin Laden, or Mahmoud Ahmadinejad. Or Vladimir Putin. Almost no Western leaders has any direct experience with men like these, men who kill. Not for passion, or insanity. But profit. Men who kill directly. By both taking up the pistol and firing into a prisoner's head, as alleged with Ahmadinejad, and by direct order. These men understand that there's no reason at all to do all the dreadfully boring and very difficult things that are required to generate and maintain wealth. Building infrastructure, educating the populace, having a fair and level economic playing field, keeping religion out of politics, a fair and transparent rule of law, suppressing cronyism, and more. All that is for the West, fat and comfortable and peaceable.

No, what these men each in their own way is exploiting is their own ability, through the people they command, to inflict lots of violence on fat Western targets to extort concessions. Extort them with no real consequences.

Osama hopes to extort concessions leading to the World Wide Caliphate. This is unrealistic, but he has taken advantage of the violence gap (he can inflict far more violence than Western Society, excepting the US post-9/11, can retaliate with). Denmark, or Sweden, or Norway, or Spain cannot retaliate with violence directed at Osama and his followers, much less his protectors in Pakistan's military and intelligence circles, even if a city block is blown apart. Even if those nations had the means they would lack the will to retaliate, and in any event lack both means and will. Osama takes advantage of that gap to conduct terror attacks, as do his followers around the globe.

Ahmadinejad hopes to use nuclear weapons to exploit that violence gap. Not only against the United States, but also in Europe where already Iran is positioning itself as Europe's Muslims protector. If Muslims in say, Denmark demanded the execution of Danish cartoonists for the Mohammed cartoons, and Iran backed that demand with nuclear threats, what could Denmark do? Nothing but submit. The United States certainly will not go to nuclear war with Iran to save Danes from nuclear destruction, much less save Danish cartoonists. Nor will France or Britain which have their own problems. Conveniently this makes Iran, and Ahmadinejad, the rival of Osama bin Laden for title of "Leader of the Muslims" in the struggle to establish the World Caliphate.

But Vladimir Putin is a man fully apart in exploiting the violence gap. He has no particular ideology. No world-domination goals. He merely exploits internally the desire among Russians for order, discipline, and leadership along with restoration of Russian power, with the gangster instinct of the KGB. Putin's aim in making war on Georgia is not "freedom" or "liberty" for the South Ossetians. Rather it is crushing Georgian independence, and particularly the non-Russian controlled oil pipeline, the Baku-Tibilsi-Ceyhan pipeline that bypasses Russian control. Crushing this independence makes nearly all oil and gas moving westwards to Europe, move through Russian controlled pipelines. Which can be turned off and on at a whim.

Putin understands the power of the gun. Which can be used to simply take from those lacking guns (or enough of them). Georgia is a useful example, just as the thugs who chase the head of BP's investment in Russia was an example to the West of how things run in Putin's Russia.

Europe is a very rich, old, and weak place. With a lean and hungry Russia on it's eastern doorstep. Lacking any ability or will to defend itself, and any meaningful desire to re-arm, only the United States keeps from simply annexing whatever it wants in Europe. Most Americans have a hard time comprehending that Europe has essentially no military at all. Almost all European spending goes to the Welfare state. This problem only got worse after the fall of the USSR. It's gap, in the ability to inflict violence, with it's neighbor to the east, invites Putin's strategy.

The United States is obviously not going to go to war to save Georgia. While it may be costly for Putin to roll up Georgian independence, he has no choice but to do so, otherwise his critics at home who matter, that is men just like him, will arrange something along the lines of Litvinenko's Polonium-210 tea. Having done so, and made an explicit example of Georgia (along with the failure of NATO, a hollow and make-believe force, to do anything meaningful about it), places like the Ukraine, or Romania, or Moldova, or Hungary, or Bulgaria, or Poland, or the Baltics will simply fall in line.

But they will not be the classic Cold War client states. Rather, they will be tributary nations sending money and resources to Russia. Which lacks the ability to gain wealth any other way.

That this war also halts the slide in oil prices that coincided with Bush's desire to drill in the US, is a bonus. Russia, like other failed states (Saddam and Iran come to mind) lives and dies by the commodity price of oil. On a daily basis. These nations cannot survive when oil is at a price that makes the West prosperous.

Suggesting strongly that sooner or later, the West and Russia (and it's ally, Iran) will go to war over the price of oil, globally. While Europe may be fading into old age, demographically, and exists as a permanently disarmed dependent of the United States, the US is a different case. Both younger demographically and unwilling to live lives of poverty sure to follow oil permanently at $150 a barrel or higher.

Sadly, Vladimir Putin may find that the violence gap is not permanent, and in the end "fighting spirit" as the Imperial Japanese, Wehrmacht, and Al Qaeda in Iraq suicide bombers found out, is no substitute for resources, will, and ability.
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