The horizon is not so far as we can see, but as far as we can imagine

Category: Age of War and Revolution Page 3 of 19

Types Of Civilization Collapse

We’ve had a couple posts recently on collapse. One, by Nate Wilcox, on the possibility of civil war and a another by commenter Grim Jim on just how many people would die in a civilization collapse.

Let’s take a look at the dimensions of collapse.

First is slow vs. fast. John Michael Greer tends to push slow, though his position is more nuanced than that. In the slow collapse things just keep getting shittier, with, perhaps, some break points. (If there’s a civil war, there’s a big jump in crap.) In this model it’s hard to say exactly when the collapse happens. When did the Western Roman Empire fall? There are easily half a dozen possible dates one could argue for, and that’s a collapse complete with a barbarian invasion.

In general expect countries which can feed and fuel themselves to be in the slow collapse bucket, though there’ll be exceptions, especially if they can’t defend themselves. Canada is one of those, if it isn’t invaded by America, which it probably will be. Russia is also in it, if they don’t wind up in a nuclear war.

Remember that modern agriculture will be affected by collapse: heavy use of fertilizer, pesticides and oils makes it vulnerable. So if a country appears to have a massive surplus, well, it may not. When AMOC ends and Europe loses ten degrees celcius overnight, they may as well.

The same here is true of water: when glaciers finish melting and most snow pack is gone, there’s going to be a lot less of it. So look at where the surplus food and water is coming from.

Second is distribution by time and place. Everyone likes to quote Gibson, “the future is already here, it’s just not evenly distributed.” Some countries have already collapsed. Sri Lanka, for example. Others are further along the path: in the first world, Britain’s a good example. Within countries some places collapse first: Northern England is notably a hole. Catholic Belfast has never not been poor, and so on.

In the US there are places where we can be sure of regional collapse—as Sean-Paul pointed out to me, the Texas triangle is just going to run out of water in a couple decades. The American Southwest is doomed for pretty much the same reason.

As for that, the homelessness epidemic shows that for many Americans, the collapse is already here.

Internationally Bangladesh will be one of the first high-population countries to collapse. Among major countries, India will be one of the first. The Europeans can go any time when the Atlantic Meridian Overturning Current (AMOC) ends: and that’s due sometime in the next 50 years, as a “when not if” proposition. I don’t know Africa well enough, but obviously multiple countries there are already close to collapse and the only thin which could put that off would be concerted efforts by China (financially and developmentally) and Russia (food and resource aid.)

China’s a hard one to predict: they have huge climate change vulnerabilities, especially to flooding in the North, heat in the North and water in general. On the other hand, if they play it smart they have the world’s industrial base and the best chance of adaptation and mitigation, especially due to their alliance with Russia, which will keep them in resources and food longer than otherwise. Since Russia mutually benefits, they’ll keep the Chinese topped up as a priority.

Which leads to the bigger point: when food starts getting scarce countries will stop exporting, and this is when food importing countries will start real collapse (and food riots, and civil war.)

As for water scarcity, that’s when you’ll get water wars.

And both will exacerbate any internal tensions. When there’s not enough to eat or drink, the “other” whoever that is, is likely to get it in the neck. Countries with significant internal rifts, like India between Hindus and Muslims/High and Low-Caste will see incredible violence and mass murder of minorities. Whether that also describes America is a question much debated, but at the least there will be a vast increase in discrimination and at the worst purges or even civil war.

In Europe there will be huge backlashes against visible minorities, especially Muslim ones and perhaps also Jews, as they are tarred with genocide and accusations of controlling governments.

I would suggest to expect a general pattern of slow decline punctuated by cliff-drops. Things will slowly get shittier, then suddenly get a lot shittier. To give a small example, in Ontario where I live, before Covid you could expect to be seen in an emergency department within a couple hours and to get an MRI or CT scan within a couple months, often a few weeks. Now it takes ten to twelve hours to be seen in an emergency (unless you’re obviously bleeding out or can’t breathe) and imaging tests can take six to nine months.

In collapse some foods (starting with imported ones) will go from widely available to just not on the shelf. Medicines which are imported will stop being available, again in slow decline then suddenly, almost impossible to find.

Slow, then precipitous, then slow, then precipitous.

The general prescription here, for small groups and individuals is to make yourself as independent of the grid as possible, to figure out how to grow climate controlled food, and to find a water source. Even in slow collapse models there will be large numbers of brownouts, water will be shitty if available (hello England) and so on. If you can’t handle at least a few hours or days off-grid, life will be miserable.

Collapse isn’t a disaster movie, though there are parts of it that are. (All the people made homeless by wildfires know this, and there will be coastal inundations). Rather it’s a series of long slide, punctuated by catastrophes


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How Many Americans Will Die From Civilization Collapse?

These are elevated comments by GrimJim.

What’s useful about this is that the estimates are made explicit. — Ian

Eleven percent of Americans use insulin to survive. They are dead within three months of the power going out.

Between 17 and 20% of Americans need weekly if not daily mental health medication. They are all either dead or reduced to needing constant care within three to six months. (Ian-probably an overstatement, many will be functional once they come off, but a non-tapered withdrawal from most ant-depressants or GABA drugs is ugly.)

Altogether, some 66% of Americans take some kind of life-saving or life-supporting medication daily. Let’s say that at least half of those are dead within one year of the lights going out. That’s 33% of the population.

During the Rwandan Genocide, about 75% of the Tutsi population was killed in merely 100 days. Like Rwanda and unlike Bosnia, there will be no one trying to stop it, no outside forces intervening. Imagine the Pseudo-Christian White Nationalists killing 75% of the “undesirables” they can get their hands on. Imagine many more of those American “undesirables” being able to fight back as they are being genocided (the Tutsis died en masse, not generally have the resources to fight back). It will quickly become tit-for-tat, with no mercy on either side, as the “undesirables” will no longer grant any mercy once they figure out what the Pseudo-Christian White Nationalists plan for them. So that’s about 75% of 40% of the remaining population.

Then there will further be a much more massive death all around due to the lack of medical supplies and services. Add in pestilence and plague, and that increases the number.

And about a year in, the survivors will have used up remaining food stocks. If they have been unable to start farming, on a traditional MINIMAL level of about 5 to 10 farmers per 1 non-farmer, there will be starvation.

So…

345,000,000 Americans to start…
less 33% or 113,850,000 from medical issues = 231,150,000
less 75% of 40% (69,345,000) from Genocide = 161,805,000
less ~10% from plague and pestilence (16,180,500) = 145,624,500
And less ~20% due to starvation (29,124,900) = 116,499,600.

My estimate is that there will be only about 116,000,000 Americans left within two years of the collapse and the start of ACWII. That’s a 66% death rate within two years. That’s a minimum, with my being generous on all the numbers.

Estimates based on an EMP attack that takes down the entire USA power grid have been a 90% death rate in merely one year. So I’m actually looking at things with rose-colored glasses…

And Elevated Comment two (on farms and food)

Note: Right now only 2% of Americans live on farms.

TWO PERCENT.

And all those farms, with the exception of Amish and some Mennonite farms, depend on gasoline and machines. and most of those machines are modern, complex, computer-based machines, which will be useless within weeks or months of the economy collapsing.

During the Great Depression, 20% of Americans lived in farms. This is the only reason starvation was not rampant. Just about everyone was related to or knew someone who had a farm, so they could count on them for some support.

Now, almost no one knows anyone who lives on a farm that is sustainable without advanced technology and gasoline. And the way monoculture has taken over American farms, along with dependency on chemical fertilizers and insecticides, plus the lack of remotely enough dray beasts, classic farming can’t be rebuilt fast enough to service teeming millions.

And so teeming millions will die.

That’s not counting destruction and attrition from refugees from the cities. Refugees are not going to care where or how they get their food; they will take it if need be, over the dead bodies of whoever gets in the way. And they will vastly outnumber the local farmer folk and their local friends. It will be like that end scene in The Day After, when the refugees took the farmer’s cow and slaughtered it, and he went out to complain. He didn’t even threaten them, and they just mowed him down.

That will be played out over and over again, everywhere. 80% of Americans live in a city, which is a literal food wasteland. When they start moving out, it will be like locusts, and anyone who gets in their way simply dies.

Ian – all this assumes a hard collapse as opposed to a slow withering. But that scenario is entirely possibly with hard enough shocks, and we’re doing almost everything we can to ensure they happen.

 

What if We Threw a Civil War and Nobody Came?

UPDATE: I forgot to include a hilarious bit of business involving the Tennessee Bureau of Investigation vs. the Millersville (TN) Police Department. Have added it below:

Sean Paul’s post on the 2nd Amendment got me thinking about the prospects for civil war in the USA, in particular this spicy quote:

So, Sean Paul, what does this have to do with the Second Amendment Right to Bear Arms?

Everything to do with slavery, and nothing to do with holding our government accountable. Seriously, do you honestly think a couple thousand Texans with AR-15s could out fight an armored brigade? GTFOH.

It won’t be lard-ass militias that matter if there is a civil implosion in the US.

These things always come down to intra-elite splits and/or intra-military splits.

There seems to be a split between the Trump-supporting majority of American police forces, right-wing military personnel, some military officers & at least some FBI vs the Trump-hating “Deep State” CIA, NSA, Pentagon elite and the rest of the active duty military.

As NPR reported in 2021, some po-po’s were even willing to put their bodies on the line for whatever it was they were trying to do on Jan 6.

Nearly 30 sworn police officers from a dozen departments attended the pro-Trump rally at the U.S. Capitol last week, and several stormed the building with rioters and are facing federal criminal charges as well as possible expulsion or other discipline.

The officers are from departments large and small. There was veteran officer in Houston, the nation’s eighth-largest department; a sergeant in the small town of Rocky Mount, Va., and a group of Philadelphia transit officers.

Note that caveat in the headline about the vast majority of them being retired. Are we too “demographically advanced” ie old to get a war on?

Also check these nifty stats from Seton Hall’s “A Demographic and Legal Profile of January 6 Prosecutions”:

The government has won all but 12 cases brought to date (five died, four fled, one acquitted, two dismissed);

517 of 716 (72%) were charged as the result of tipsters and informants;

Florida, Pennsylvania, Texas, New York, and California are home to 43.9% of those charged;

Only states not represented among the 716 arrested were North Dakota, Nebraska and Vermont;

35.1% of defendants were identified as going to the Capitol alone;

25% were armed;

18.5 % had a background in law enforcement or the military;

Largest employment group identified is the Business Owner group, which accounts for 24.7%;

Only 35 of the 716 individuals were identified as unemployed;

22.2% had a criminal record.

Note that a disproportionate amount of the Jan 6ers came from just five states: Florida, Pennsylvania, Texas, New York, and California.

And two of those states are “solid blue” and even the red and purple states each feature very Democratic cities.

If there’s no geographic continuity to the two sides are we just going to have a nationwide running gun battle instead?

But wait, the case for imminent civil war has a couple more points to make.

TX Gov Greg Abbott turning the Texas National Guard against the US Border Patrol was a very ominous sign:

Most explosively, Texas Governor Greg Abbott in January deployed the state National Guard to block the U.S. Border Patrol from accessing a 2.5-mile-long section of the border in the city of Eagle Pass. The section includes Shelby Park, a 47-acre city park along the Rio Grande named for a Confederate general who fled to Mexico rather than surrender. Border Patrol officials had been using the park for processing encountered migrants. Now, they are effectively locked out of the park, and are mostly unable to access a heavily crossed border area to do their jobs.

Fl Gov Ron DeSantis’ creation of the Florida Guard outside federal control and his proposal to send them to the Texas border is another clown show that is also actually quite scary:

DeSantis established the Florida Guard on June 15, 2022, purportedly to enhance Florida’s capacity to deal with hurricanes. It was announced as a civilian force of approximately 400 volunteers to supplement the Florida National Guard, which balances both state and federal government control. The governor asked for $2 million.

Within a year, DeSantis and the super-majority Republican Legislature converted the small volunteer force into DeSantis’ expensive private army.

MORE BUDGET, MORE POLICE POWERS

House Bill 1285 skyrocketed the budget to $107.6 million, with half of the funds designated for “military” equipment. The number of “volunteers”— handpicked by the governor — increased from 400 to 1,500, and they were granted “police powers” to detain and arrest.

Although there is a titular head of the volunteers, the Guard may be “activated only by the governor and is at all times under the final command and control of the governor as the commander in chief of all military and guard forces of the state.”

And it is not under the state’s military control because the law further provides that: “The division [i.e. State Guard] shall not be subject to control, supervision or direction of the Department of Military Affairs in any manner…”

DeSantis moved quickly after that. He set up a military training center for millions of dollars and hired a combat-training company to recruit and train members of the Guard. The contractor was awarded a non-competitive $1.2 million contract and the company’s manual provides for hand-to-hand combat, busting down walls and interdiction in the sea.

These developments show an ominous willingness to escalate political fights into military conflict on the part of the two southern GOP governors.

But militarily this is pipsqueak stuff at this point. Were a war to erupt between the Feds and Abbot and DeSantis it would be over in a few savage minutes, as long as it takes for a pit bull to maul a baby.

And the yokel governors are not the pit bull in this scenario.

But things get very interesting, in the ancient Chinese curse sense, if Trump wins the presidential election and actually manages to place loyalists in key positions at the federal level.

But that’s a big if.

Politically Trump seems way off his game from 2016. Steve Bannon’s in jail and Trump has his head up his own ass. The rousing populism and ‘did he really say that?’ demagoguery are missing.

That makes it less likely that he could motivate supporters to truly crazy extremes.

Does Trump really seem to care enough to organize a civil war?

Also there’s the matter of social cohesion — oddly, it’s a critical ingredient for a civil war. Each side has to at least some internal unity to present a sufficient problem to the other side necessary for the brouhaha to go from “civic disturbance” or “riot” to CIVIL WAR.

Aurelian argues we don’t have enough social cohesion to get a war on.

For all the fashionable talk of “civil war,” a civil war requires organised parties competing for control of the future of the political system. We don’t have that, we just have individuals, and small groups without much cohesion, united only in their detestation for the system.

It may be the case that we can bumble our way into something really nasty without  leadership on either side capable of catalyzing discontent into a coherent force.

If there’s a major economic collapse or a military disaster on a foreign front all bets are off.

But even in those scenarios, I’d anticipate more of a gradual disintegration into warlordism than an 1860 type thing.

UPDATE: I can’t believe I forgot to include the piece de resistance. This is a classic real-world example of a conflict between MAGA chuds in power locally vs. a state law enforcement agency:

In a perplexing pair of podcast interviews, the Millersville chief of police says the Tennessee Bureau of Investigation has begun limiting his department’s access to certain sensitive law enforcement data.

It follows a scandal first dug up by NewsChannel 5 Investigates into the troubled police department for the community of 6,000 just north of Nashville.

“Once we start getting this bad publicity, our access starts getting cut off to financial reports, FinCen,” Chief Bryan Morris said in an interview with far-right podcaster Tom Renz. The interview was posted on X, the platform formerly known as Twitter.

“We can’t do investigations,” the chief continued. “We don’t have everything in this office that we need, you know.”

Renz chimed in, “You need the tools provided by federal law enforcement and other agencies, and state agencies.”

“And now we’re being denied that,” Morris insisted.

Morris — who also serves as interim city manager — claimed his department is now cut off from one of the most sensitive law enforcement data sources available.

The Financial Crimes Enforcement Network — sometimes known as FinCen — is a program run by the U.S. Department of Treasury that can give police access to certain banking and other financial records of individuals when there is a legitimate law enforcement purpose.

Morris claimed that, because of NewsChannel 5’s investigations into his conspiracy-minded assistant police chief, Shawn Taylor, the TBI has now cut them off.

Renz asked, “Have they given you a good reason that they are denying you access?”

“No,” the chief answered. “I’ve actually called down there and talked to them, and what I’ve been told is we’re on hold because they are auditing us.”

As part of Taylor’s many bizarre conspiracy theories — including claims that some of the nation’s most powerful political figures are involved in child sex trafficking — Taylor has sometimes boasted about having access to sensitive data linked to some powerful people.

That includes the banking records for U.S. Senator Marsha Blackburn’s campaign.

 

Westphalia, Anarchy and Russian Grand Strategy

Jordaens Allegory of the Peace of Westphalia 1648

This is the second in a series of essays on Russia, war, grand strategy and history.

Diplomacy is the politics of anarchy.¹ Grand strategy usually manifests itself through diplomacy, but in failure, as Clausewitz instructs us, war. I wave this semaphore to avoid confusion by opening a discussion on Russian grand strategy with an overview of diplomatic history. No longer a superpower, the United States is now a great power primus inter pares. The US, no longer able to dictate the politics of anarchy must learn to appreciate the rising risk of general warfare among great powers. Such a conflict is now probable before my generation shuffles off our collective mortal coil. Maybe next year, maybe in twenty. But facts are stubborn and China has superseded the United States in all but two or three of the most important measures of economic and military power.

We live in a revolutionary diplomatic moment. First, the eminent collapse of the global diplomatic order created by Kissinger and Zhou En-lai with the Shanghai Communiqué in 1972 is, if not already dead, dying. America’s perplexing abandonment of the triangular diplomacy§ that kept the then Soviet Union and its successor state the Russian Federation and China closer to the US than to each other, has further eroded the global balance of power out of America’s favor. The American grand strategy of the 20th century—prevent any single power or coalition of hostile powers from dominating the Eurasian landmass—has been surrendered to a 21st century foreign policy of cobbled together, ill-thought out and impulsive moves, engineered by small-minded think tank ideologues and the little men of domestic politics hoping to ‘make America great again.’ I doubt three out of hundred Americans understand how seriously we torpedoed our own power by abandoning a successful grand strategy in favor of limited ideals like the “dual containment” of rogue states or the policy to fight “two and a half wars” simultaneously as Madeleine Albright’s “indispensable nation” during the Unipolar Moment of the 1990s. But, denial is not a river in Egypt and so Thucydides’ trap∇ patiently awaits an irresponsible United States like a Praying Mantis.

Chou En-Lai and Henry Kissinger enjoy a moment of levity in 1972.

Great power wars within the Westphalian system run in hundred year cycles.∅ The end of the Thirty-Years War in 1648 inaugurated the Westphalian world. Roughly a hundred years later the War of Austrian Succession begat the Seven-Years War, the first truly global war. The Treaties of Paris and Hubertusburg were signed in 1763, but left open more questions than the wars resolved.

Open diplomatic questions have a nasty tendency to war. Such were the misunderstood results of the 1763 peace, like the American struggle for Independence, arising out of England’s near bankruptcy. A reinvigorated French naval challenge to England and the domestic forces unleashed by French support of American independence attenuated the natural hundred-year gap between Great Power wars. These unintended consequences lit the French Revolutionary fuse that erupted in 1789 and ended in 1815. A renewed hundred-year gap ended with the Miracle on the Marne in September 1914. This Second Thirty-Years War, fought to settle Germany’s place in Mitteleuropa, ending in 1945 is a complete historical epoch. Taking the end of WWII in 1945 and subtracting the present year 2024 gives us an interval of 21 years in which the global balance of power continues to shift out of America’s favor and into China’s.

Chimpanzees and humans share a lot more than 98.8% of their DNA.

The balance of power is not some recondite or esoteric construct. It is a crucial gauge of power relations in an anarchic system. But it is a lagging indicator. Indeed, when the balance of power is re-established after wars or significant diplomatic denouements (e.g. the reordering of the European alliance system after the Diplomatic Revolution of 1756 or the combined effects of the Nixon-shocks that unraveled the post-WWII financial settlement of Bretton Woods in August 1971 and the subsequent rearrangement of the global order with the Shanghai Communiqué in February 1972) the results simply confirm what existed beforehand. The démarche or war confirms pre-existing facts on the ground, not as most believe, create new ones. Need I remind anyone of Dick Cheney’s Baudrillard-like post-modern comment on the Iraq war when he said, “we make the reality.” No, Dick, actually you do not. We lost in Iraq. But poor Dick’s limited horizons could not conceive that the politics of war are older than humanity itself. Our closest primate relatives, chimpanzees—not bonobos— play at politics identically. “[Primatologists have] concluded that rather than changing the social relationships, [chimpanzee] fights [and wars] tended to reflect changes that had already taken place,” remarks Lawrence Freedman in his book Strategy.”† A brilliant, if depressing, observation on the human condition.

Russian grand-strategy under Putin’s twenty-five year tenure has been quadripartite in nature. First, quash any and all separatist movements or insurgencies within the internationally recognized borders of the Russian Federation—to prevent a Soviet style dissolution of the entirety of Eurasia. Second, place all of Russia’s vast resources under the umbrella of state control. Third, subject to the completion of aim number two, Russia sought neocolonial controlling stakes over the vast majority of resources within the previous borders of the USSR—know as the Near Abroad. Putin’s fourth aim is to secure a non-NATO buffer zone, or sphere of influence, to the south and west large enough to keep Russia safe from invasion from those two cardinal points.

Brezhnev says to Nixon, “did you hear that?”

Of course, nuclear weapons do form a part of Russian grand strategy but they are a separate problem understood best within the context of the late 20th century arms control regime created by Nixon and Brezhnev, affirmed by Reagan and Gorbachev, and enlarged by Bush the Elder and Clinton with Yeltsin. For now, prudence dictates we proceed under the precondition that any war Russia fights will be conventional, that is until its existential interests have been breached. Adjacent threats are not direct, but there can be no denying (not-so) covert NATO, sorry, I mean Ukrainian attacks against Russian ballistic missile early warning radars are provocative in extremis. The Ukraine is not a nuclear power and without need or interest in destroying such radars. It’s NATO action.

Full stop.

Shrewd Putin shows more restraint than any contemporary Western leader possesses.² Just look at Macron flailing wildly about France fighting Russia—its historical ally! Or Polish President Andrzej Duda agitating direct NATO war against Russia. Sure, its lunacy but rational lunacy in a Polish context. But, with every new report of NATO, so sorry, I mean Ukrainian, skullduggery my sphincter tightens and I look to build a bomb shelter.

On 9 August 1999 Russian President Boris Yeltsin named then unknown Vladimir Putin as his prime minister. In September a series of apartment bombings, attributed to Chechen separatists, in Moscow and Volgodonsk killed over 300 people.‡ Most observers, including myself, believe this was a false-flag operation. Whatever the case, it succeeded in galvanizing the Russian people in advance of the Second Chechen War. Putin quickly eclipsed Yeltsin as president of the Russian Federation on December 31, 1999 and subsequently ordered the bombing of Grozny. Putin pursued the Second Chechen War with ruthlessness right up to its official non-official ending in 2009. For ten years Russia showed no mercy, raining destruction and death on Chechen town and village, combatant and civilian alike.

“Let them eat cookies,” Nuland says the Ukrainian Banderites.

Why? Because the consequences of failure were so grim, not just for the Russian Federation, but for the world. Herein lies a significant failure of American imagination. Try and visualize the chaos of a rump Russian state ending at the Ob River and a dozen more sovereignties existing across Eurasia. The resulting power vacuum and disruption to the balance of power would have made the Balkans look like a Sunday picnic. Make no mistake, this is the terminal goal of former Undersecretary of State for Revolution and Chaos, Victoria Nuland, wife of neocon éminence grise Robert Kagan, should the Ukraine prevail. It’s insanity equivalent to opening a can of baby sand-worms from Arrakis in the Gobi Desert just to see what happens. Neocons, like Nuland, suffer from what I call khaophilia, from the ancient Greek meaning love of chaos. They are rubberneckers on the interstate whose stupidity cause mass pileups. Or as my Turkish buddy Murat said one gorgeous spring day of a young ne’er do well on the streets of İstanbul, “he has an uncontrollable desire to throw rocks at hornet’s nests and watch what happens.” Think Libya. But I digress.

The second arc of Putin’s grand strategy was complete within four years of his accession and election to the Russian presidency. By 2003 he had dissolved every independent media outlet and stripped all but the most dangerous of oligarchs of their power and assets, exiling many. He reserved the most severe punishment for his most serious and worthy opponent, Mikhail Khodorkosky. At the time Khodorkovsky was worth an estimated $15 billion USD and was CEO of Yukos, Russia’s largest oil and gas company. Putin had his assets seized by and incorporated into the state oil company Rosneft. Khodorkovsky was jailed on trumped up charges of tax evasion and convicted in 2005. Russia’s vast national resources were now under the control of the государство—the state.

The third goal of his grand strategy was decidedly neocolonial and took longer to achieve. However, by 2016 when I visited all but one of the Central Asia republics (Tajikistan) the resources of Uzbekistan, Turkmenistan, a goodly portion of those in Kazakhstan (reliably pro-Russian), and Kyrgyzstan appeared under the control of the Russian Federation. Russian TV news was on in the hotels and airports and every ATMs but one dispensed rubles not dollars.⊕ Only Azerbaijan gained a measure of independence, but it came at an enormous cost.

Nagorno-Karabakh region, site of Armenian aggression and occupation deep inside Azerbaijan.

From 1991 forward Russia supported Armenia’s land-grab in Nagorno-Karabakh, a de jure part of Azerbaijan, but soon under de facto Armenian control. Following the first Nagorno-Karabakh War’s end in 1994 Armenia encouraged its citizens to populate the newly conquered territory, á la Israeli settlers gobbling up the West Bank. Russia’s aim to keep Azerbaijan divided and preoccupied had salutary second order effects, like limiting the interests of western oil companies in Azerbaijan. Not until 2023, after Turkey—infuriated by Russian attacks on its jets, soldiers and interests in Syrian Kurdistan—up-armed the Azeris with modern NATO armaments, were the Armenians summarily tossed out of Azeri territory. Claims of a second Armenian genocide are without merit. The Azeris committed no crimes against humanity. They waged war against an aggressor and ejected the occupier. Hyperbole is wasted on reality.

An orderly and peaceful exodus of illegal occupiers from Azeribaijani territory. Not genocide.

To Russia’s satisfaction the Transcaucasian nations remain divided. Azerbaijan, a Shi’ite nation, schizophrenically looks to both Iran and the US for guidance. Armenia, unwilling to accept defeat, choses selective outrage. Meanwhile an economic and demographic time bomb of its own making prepares to detonate. Then there is poor benighted Orthodox Christian Georgia. I recall sitting in Alex Rondeli’s Tbilisi office in 2003 discussing the future of Georgia and the possibility of joining NATO. This was in the immediate aftermath of Sheverdnadze’s ouster, the Rose Revolution, and Columbia University educated Mikhail Saakashvili’s presidency. Rondeli, to his credit, percolated ambivalence about NATO and American power. I perceived him as much more the pragmatist than romantic, as such terms relate to power politics. But his associate, one Timur Iakobashvili, was a strident true believer. He waxed poetic about America’s invasion of Iraq. He hectored me about our success at expeditionary warfare—the insurgency had yet to begin. And he was certain NATO would come calling.

“No, it won’t,” I said, “plus, á la perfide Albion, America will betray you the moment we lose interest in your part of the world.”◊ I fancy I got the last word but Iakobashvili got the Ambassadorship to the US.

Georgia divided.

Regardless, Abkhazia and Ossetia were shaved off of Georgia in the 2008 Russo-Georgian War. The nation, divided still, demonstrates the principle of divide and rule is as effective now as it was when the Hittites disastrously invaded Assyria in 1237 BC. Fortunately, most Georgian citizens have begrudgingly accepted this modus vivendi with the Russian Federation, much as Mexico accepts the giant of el Norte. Sometimes there is no choice. Sometimes you have to make the best bad choice. That’s the national interest in an anarchic world. Obviously, this suits Russia just fine, having the added benefit of a divided Georgia aligning with Russia’s interest in preventing NATO accession.

That brings us to the present moment. The matter at hand. Putin’s fourth and final grand strategic aim: carve out a large enough buffer between NATO and the Russian Federation that makes the costs of invasion from the south or west prohibitive. As I have shown, the Russian way of war is predicated on three easily comprehensible strategies. First, scorched earth tactics and the suffering of the Russian people.° Second, the ability to ‘spin up,’ recognize and promote learning generals while under distressing clouds of бардак—messiness.ƒ Finally, what has been left unsaid but demonstrated clearly in the three wars cited in my previous essay, is the Parthian, or steppe way of war: strategically trading space for time.

the Battlefield of Carrhae, where Crassus and his legions met their doom. Authors photo.

The Scythians first did this to Darius I of Persia in 513 BC, luring him ever deeper into the Pontic Steppe. The Parthians destroyed Crassus and his legions in 53 BC at Carrhae by trading space for time, suckering him down from the watered hills around Edessa onto the parched plains of Mesopotamia. The Seljuk Turks conquered half a world with such tactics first at the Battle of Dandanaqan in 1040 AD against the Ghaznavids, then at Manzikert in 1071 against the Byzantines. The Mongols won the greatest empire humanity has ever known on the backs of their horses, deep in the steppe, firing recurved bows. Even Tamerlane, scion of the Chingissid line and first of the gunpowder kings, defeated the Ottoman Sultan Yıldırım—the Lightningbolt—Bayezit at the Battle of Angora, leaving him to dash his brains out in a gilded cage as the Great Emir trudged back to Samarkand. Grant and his successors would call it the strategic defensive. This, combined with scorched earth tactics gives Russia enough time to marshal all her resources to mount a successful counter-offensive, as she did at Poltava, Borodino, and Stalingrad. The Ukraine (and Belarus) is simply the space Russia will trade for time.

Seljuk cemetery near the battlefield of Manzikert. Authors photo.

It is important to recall that all Russia asked of the Ukraine, before the war began, was neutrality. But the Brits suckered the Ukraine’s Comedian-in-Chief into fighting against Russia as a cat’s paw for NATO. Whiskey tango foxtrot!

So now Russia destroys the eastern part of Ukraine, not to conquer, but simply preserve a large enough buffer so that any would-be invader can be met in Russian time, not invader time, and whereby be destroyed. Space for time has been and will remain the single most important and historically relevant aspect of her grand strategy, barring a nuclear exchange and even then, who really knows? Russian Eurasia is vast. Space for time is a vital interest to Russia. Victorious, she will dictate the peace, annex all Ukrainian territories in a line from Sumi in the north through Poltava, Dnipro on the east bank of the Dnieper River, Zaporizhzhiya, then south across to Kherson, Mikolaiv and finally the entire Oblast of Odessa. What will remain is a landlocked rump, near-failed Ukrainian state ruled by a corrupt Comedian-cum-Dictator, dependent on Russian good-will. Sovereign neutrality versus suzerainty? I know what I would have chosen.

“что делать?”ξ What happens after Russia defeats the Ukraine? What of her increasingly tight-knit energy for cash rapprochement with China? The Russians have clearly entered one of their “Russians are an Asiatic people” phases that cycle through the Russian intelligentsia every few decades like a recurrent case of giardiasis. Does this mean we are we looking at an Asiatic version of the pre-WWI Антанта (entente)? I confess my crystal ball is getting a bit foggy.

What will an emboldened, revanchist Russian grand strategy look like? What kind of forward actions will it take? Will it revive its navy and utilize the harbors of Syria to pressure Israel and project power into the greater Middle East? If so, the results might be beneficial to peace in the region. At the very least it will piss the Israelis off. Will it revive its relationship with Egypt, Nasser-like, displacing American influence and subsidies? At risk of a two front conflict against Iran and Egypt? That might chasten the Israelis into some kind of acceptance of international norms. At the very least it’ll sober ‘em up from their decades long binge of oppression against the Palestinians. Will Russia super charge its submarine fleet in the North Atlantic? Threatening NATOs key re-supply line? Will it find a unique way to avoid war but pressure the Baltics into leaving NATO for a pre-World War One Belgian-like guaranteed neutrality? Will it support a Chinese invasion of Taiwan? There is a non-zero chance that each and all of these might happen and more. Russia has regained a decent share of the stature it lost globally when the USSR dissolved. Not all of it, however, and so she is a spoiler on the international stage, albeit a big one. Nor should she be underestimated.

And yet . . .

U.S. and USSR/Russian nuclear weapons stockpiles, 1945-2006 under the nuclear arms control regime of the late 20th century.

Of course, the majority fault lies with America. Presidents Bush the Younger, Obama, Trump and Biden foolishly drove a heavyweight continental power, former and potentially future ally into the arms of our biggest international competitor, China. I don’t know about you, but I would have preferred Russia on our side fighting the land war when the big show against China begins in earnest. With the right coalition, one including a Russian threat to China’s rear, the Middle Kingdom can be defeated. Sadly, the march of folly begun with the abrogation of the ABM Treaty by Bush the Younger in 2002 accelerated with the abeyance of the INF Treaty in 2018 by Trump, leaving the nuclear arms control regime began by Nixon and Brezhnev, solidified by Reagan and Gorbachev and expanded under Bush the Elder and Clinton, in tatters. We world citizens are left to live, once again, at very real risk of nuclear annihilation. What a shame small minds presided over such potential.

Obviously the horizons of American diplomats have never been very far or wide. Certainly not enlightened enough to embrace or understand men of foresight like Teddy Roosevelt, Henry Kissinger, and James A. Baker, III. After all, banality of banalities, the business of America is business. Let’s have featherweight Warren Christopher be our Secretary of State! How about Madeleine Albright or even cage-match Condi? Anthony wet-Blanket anyone? Such choices leave me disgusted.

What’s even more dangerous is American worship at the ‘Church of the Divine Belief in the Steadfastness of Our International Friends’. Does it have a pope? How many brigades does he have? Alas, nothing is sillier or more dangerous than such blind adherence. Our European allies are freeloaders, sipping their cafe au lait under an America tax-payer financed security umbrella while the sun sets on Western Civilization. Don’t misunderstand me, I get Europe’s reluctance to rearm and/or countenance war of any kind after the catastrophe of the early 20th century.

But, folks, let’s get real for a moment and recognize truth.

No nation has steadfast friends. Nations have only implacable, insatiable interests. When those interests align, you get harmony. When they do not, you get conflict, revolution or war. This is the way of the Westphalian system, established in 1648 and now global in scope. We fool ourselves trusting the panacea of international law and/or a rules based order.

In Westphalia there is only anarchy, self-interest and impermanent security. For if one nation has absolute security, then all others are absolutely insecure.


¹: In the Westphalian order there is no mutually agreed upon global government or mechanism with a monopoly on violence to enforce peace. There is a word for this: anarchy.

§: The Wikipedia entry on Triangular diplomacy is 85% rubbish and 15% cherry-picked quotes. The concept behind triangular diplomacy is simple, to paraphrase Kissinger: keep relations with our peer competitors closer to us than they are to each other. The Wikipedia entry is a self-fellating perversion of the original concept. Donald Trump wouldn’t know triangular diplomacy from a parallelogram, nor would Anthony Blinken.

∇: The Thucydides trap, a phrase coined by scholar Graham Allison, pertains to the challenge of a rising power opposing the defender of the status quo and the resultant breakdown of diplomacy, then almost universally followed by great power general warfare. For example, Athens rising, Sparta status quo. United Kingdom status quo, Germany rising. Dozens of other examples exist throughout history.

∅: It is crucial to note that I am discussing warfare and grand strategy within the Westphalian system, a system that now dominates the globe. There were plenty of devastating wars all over the world between 1648 and 1900. But, generalized global warfare under the Westphalian system is materially different and not all state actors were apart of the Westphalian system until the 20th century.

†: Freedman, 2013, p.4. I’d further highlight that chimpanzees and bonobos are the Yin and Yang of mankind’s warring sides.

²: this essay was written before NATO forces, French, Polish and Ukrainian made their incursion into the Kursk Oblast of Russia, which makes my comments even more appropriate and predictive.

‡: It’s September of 1999, I don’t recall the exact date, but it was around 11:30 pm or so, I was sitting in the original Moscow McDonald’s on the corner of Bronnaya and Tverskaya ulitsas. In 1999 McDonalds was still a status symbol to Russians so I humored my business associate, Volodya, with a Биг Мак. The moment we sat a boom rang out, followed by rattling windows and the soft shaking of the building. An earthquake in Moscow? Everyone except me hit the floor. The immediate danger gone, we all went outside looking up and down Tverskaya ulitsa. To the southeast a column of smoke rose, barely visible behind the Kremlin floodlights atop the Trinity tower. Volodya turned to me and said in Russian, “those fucking Chechens are all going to die now.” He was not far off the mark.

⊕: The sole holdout was an ATM in Osh, Kyrgyzstan that spit out Chinese Yuan. What do you think that presages?

◊: La perfide Albion, French for Perfidious Albion refers to the diplomatic treachery of England. And yes, I really said this to him. I would also note Scott Ritter made virtually identical comments about Georgia in a podcast yesterday. Fast forward to the last seven minutes.

°: “Shonik, don’t worry about us,” my Russian ex-wife used to say, “we’re used to it. We’ll endure.”

ƒ: Thank you reader ‘j’ for this wonderful concept.

ξ: “What is to be done?” Vladimir Lenin, Saint Petersburg, 1902.

Kelley lives in San Antonio, Texas. He has a Bachelor’s degree in European History, and two Master’s: International Relations and Political Economy and another in History, focusing on the medieval trade routes of Inner Asia.

Big Picture Financial Collapse

Though newer readers will be forgiven for disbelieving it, during my early online career I was primarily considered a finance and economics blogger, though I’d write about almost anything. Among other things, I predicted the financial collapse, including the DOW bottom and the month it would happen in. A correspondent once went thru the Wayback machine and found that there were less than forty people who made the prediction in advance.

I lost interest somewhere around 2010 and moved my primary focus to other topics: at the time mostly ideology and how it interacted with the political economy. There was no reason in continuing: my goal had always been change, and the Fed, Congress and Obama had all confirmed that the only change was to be the end of any real spar of capitalism.

So I’m not going to write about the proximate cause of the current financial collapse, but instead look at the bigger picture that lead here.

First we have the offshoring of real industry, primarily to China. There is a real economy, and financial skyscrapers, no matter how high, are based on them. The bottom line is that the West no longer has the industry to hold up the skyscraper.

Second is that the 80-now long bull market was entirely a creation of government policy: mostly thru the Federal Reserve, but with serious assists from Congress and the President. There was a time when stock buyback were illegal, for example. There was a time when the Fed didn’t run a “the markets must always go up” policy: in fact, during the 50s and 60s the stock market traded sideways, even though real economic growth was, by every measure, higher than in the post 80 period.

Third is the response to the 2008 financial collapse. Not the collapse itself, but the response, which was to bail out the people and institutions which had caused the crash, to immunize thru fines and agreements those who had engaged in massive and widespread fraud, to force the burden onto homeowners by allowing banks to steal houses; and in general terms to ensure that the same people who had caused the crisis were in charge afterwards, but more powerful and controlling larger institutions.

Then they patted themselves on the back and said they’d saved the world. Capitalism isn’t a system I like, but one of its virtues is that if you fuck up you go out of business: if you’ve made a lot of bad decisions you aren’t allowed to keep making bad decisions. Bernanke, the Fed, Congress and the Presidency put an end to that dynamic and essentially ended even the shadow of real capitalism in America, and indeed, in the West.

This meant that resources were terribly misallocated, and that further economic decline was inevitable, since there was no possibility of a new economic elite rising based on actually producing good products and solving real problems. It also mean that further financial crises were inevitable, and that in the end those crises would not be able to be papered over, because, Virginia, there may be no Santa Clause but there is a real economy where things have to actually be made and built and grown and dug up and refined.

The fourth factor is the decline of US dollar hegemony. It isn’t obvious in the numbers yet, but it’s real and those who are making long term bets against it will regret doing so. I won’t go on about this, since I’ve written a dozen articles or so on the topic in the last two years.

We’re at the end of somewhere between two and five centuries of European/Western world superiority and dominance. It’s going to suck for Europe, the Anglosphere and most of our allies. There’s just no way around that, and the decision points are past. A recovery is theoretically possible, and I could even write an article giving the outlines of what’s necessary, but there’s no political possibility of doing it and our current elites are too incompetent to make it work anyway. A revolution which throws out our entire leadership class is a pre-condition and by the time we got that done, the day would have passed anyway.

All of which is, I suppose, just a long way of saying “economic decline sucks and isn’t going to stop,”


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China Continues To Crush In Science & Intel Falters In Chips

Well, this is practically nail in the coffin news:

Meanwhile Intel is laying off 15,000 workers, slightly over 15% of its workforce and announced yield issues with its new “Meteor Lake” semiconductors. Its last two generations of chips have hardware problems which cause and crashes and have no software fix. (Buy AMD for your next computer.)

The CHIPS act was supposed to cause a rebirth of US chip manufacturing, but so far this seems unlikely. The US no longer has the necessary skills. Meanwhile, China is roaring on chips, taking over the legacy end of the market and pushing hard on the rest of it.

The end result of semiconductor sanctions is going to be that China will become the dominant player in semiconductors, a field which American allies dominate.

This wasn’t necessary. Chinese companies preferred foreign semiconductors before the sanctions: they sneered at domestic made ones and felt the quality was inferior, which it was. But what was done to Huawei told every Chinese company and China’s leadership that they couldn’t rely on foreign suppliers under Washington’s thumb.

A little history, because sanctions and CHIPS were aimed just at China.

Back in 1986 the US dollar was very high due to Volckers high interest rates. The great powers of the time got together and agreed to intervene to depreciate the dollar. The great loser was Japan, and the great winner in Semiconductors were Intel and Micron: Japan had previously been clearly in the lead. The Plaza accord later contributed to Japan’s crash, and the real end of its post war golden age. Doing so may have helped America, but it weakened the American alliance system’s overall power significantly.

CHIPS and sanctions can be seen as an attempt to return the lead from Taiwan and South Korea to America, but this is failing and it will also lead to American allies losing the lead.

As Kissinger once said, It may be dangerous to be America’s enemy, but to be America’s friend is fatal. This is especially true as American hegemony ends. America is cannibalizing or trying to cannibalize its allies: much of German industry crushed by anti-Russia sanctions, for example, has moved to America.

But America no longer has the real engineers (not software engineers) and factory know-how to scoop up cutting edge semiconductor production.

We’ll see if China, which is now more powerful than the US in every way that matters except deployed military, is better to its allies.

Smart nations will cut deals with the Chinese and re-align towards it if they can get anything close to a good deal. The West is going down and the decline will not be halted any time soon.


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Get Out If You Can. If Not, Prepare

Starting in 2009 and especially after Citizens United, I’ve been advising Americans who can get out to do so. I recognize that many people can’t: you have to “shelter in place”, but for those who are able to leave America and haven’t, well, the advice is the same, but more urgent.

The US is no longer meaningfully a Democracy. The funneling of wealth and income to oligarchs continues unabated and even accelerated during the pandemic. Official economic statistics from the US are now almost entirely fantasy based: completely unrelated to reality due to how inflation and other statistics are “calculated” and due to the over-reliance of GDP, which is no longer tracking welfare.

The massive increases in necessities like food is a very very bad sign.

The possibility of civil war is real, and so is the chance of collapse. Nothing is going to get better for the majority of Americans; everything is going to get worse.

So, at the least, if you can get a second passport, do it. If you don’t have any passport, apply for one. If you can go somewhere reasonable and make a decent living, consider it. If you’re rich enough to set up a second citizenship and home, get it done.

Where to go is difficult. If you speak Mandarin and they’ll let you in, China’s not a bad choice. Avoid the UK unless you have no other options: Britain is in terminal decline. In general Europe is in decline and the chance of the Atlantic Meridian Overturning Current (AMOC) stopping makes it questionable for those who are younger or who have children, but while Europe is going down, the welfare state still exists and will take longer to go away, so long as you choose your destination carefully. (Obviously Greece is out of the question.)

Canada is trending right hard, and is “too close” to America, but if you can’t get anywhere else and have money or skills in demand, it might work for you. This is especially true if you’re healthy, younger and comfortable on the frontier, of which there is still plenty.

The truth is that there are no longer any completely “safe” choices. But there are places where government and society are more functional and more caring, and where the destruction of the welfare state (which includes, oh, universal healthcare, functioning power and sewage) is less far along.

If you have to stay and indeed if you’re in many countries, do what you can to improve your “grid collapse resistance.” Brownouts and blackouts and failures of water systems will become worse. A couple of big camping batteries + solar recharging may keep key electrical appliances running. Find some way to store or produce water and keep some surplus food around. If you’ve got power, water and a way to boil said water, something as simple as a lot of vacuum packed rice and beans can keep you going for quite a while.

In general, take measures. Assume that things are going to keep getting worse for the rest of your life. There will be some exceptions, but there’s no way the majority of people can or will avoid these trends.

Don’t sleep on this. Back in 2009 it wasn’t urgent, but we’re now at the point where local collapse or violence is a real possibility: we don’t know when exactly, but we do know the conditions have been met. Once that happens, when is hard to predict, but bad is dead simple to predict.

Dead being the operative word.


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The Dollar Is Impregnable & The West Will Always Control International Banking (Honest)

What is geopolitical risk, you ask, and the Saudis answer:

Saudi Arabia warned it could sell off some European debt holdings in retaliation to a move by the G-7 to seize almost $300bn in frozen Russian assets, according to a report by Bloomberg.

The veiled threat was passed along from Saudi Arabia’s finance ministry earlier this year to some G-7 counterparts, as the group weighed seizing Russian assets designed to support Ukraine.

Saudi Arabia specifically signalled out the euro debt issued by France, according to Bloomberg.

Riyadh has been concerned about western efforts to seize the Kremlin’s assets for months. In April, Politico reported that Saudi Arabia, along with China and Indonesia, was privately lobbying the EU against confiscation.

Notice that Indonesia is also involved. China is less surprising, they know that freezing and even confiscation is in the cards for them when things heat up between the West and china.

China has been reducing its risk:

Edit: (Or perhaps they aren’t?)

No one wants to do business with nations that will simply take away their money. Freezing was bad, but normal. Seizure is not. Since no one seized or freezed America’s overseas assets when it invaded, say, Iraq, and no one ever seizes or freezes West European assets, it might be thought that this isn’t about “law” but about “power.” For that matter, why haven’t Israel’s overseas assets been seized?

The level of geopolitical risk from doing business in the dollar or using the Western banking system is just too high. Freezing, seizure and sanctions, plus the US applying its law extra-territorially simply because a transfer happened to go thru an American bank even though the sender and end party were both outside of America.

This abuse is long-standing, you can read accounts from the fifties, but it really picked up in the 90s. Indeed there’s an entire book, Treasury’s War, about the phenomenon.

And this is what all the economists and similar pundits who go on about how the dollar can’t be replaced don’t understand: that they are right that the costs of replacing the dollar are significant; that it’s hard, and that it’s not really worth it.

Except it is worth it, because if the cost of trade and money transfers goes up slightly under a non-dollar regime, and even a slight increase is massive when multiplied by the number and amount of transactions, it’s still worth it because of the massive reduction in geopolitical risk. And nattering on about how the Yuan can’t be used because the Chinese can’t accept the costs of using the Yuan is stupid: that’s not what the BRICS are trying to do: the idea is to create a central, multinational currency, and to simply use local currencies whenever possible, while avoiding the Western banking system entirely.

Everyone knows that the dollar and the Western banking system are guns, and that everyone who uses the dollar and the Western banking system are under those guns and can be hit at any moment if D.C. or Brussels desires it.

When this was hardly ever done, it was a risk worth taking. When China was the main industrial power who you could buy almost everything you wanted from, and the West was the only option for most technological goods, well, you had no choice.

But now nations see a way out from under the guns, and they’re going to take it, even if it costs them, because the potential cost of not doing so is catastrophic.


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