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

Category: Europe Page 2 of 16

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 But facts are stubborn and China has superseded the United States in all but two or three of the most important measures of economic and military power.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.

Why Are the British Race Riots Happening?

We’ll start with the proximate:

As mobs attempt to burn down hotels housing asylum seekers, don’t forget Nigel Farage led a campaign to publicise these hotels. He recorded himself turning up at a series of them in 2020 and asked his followers to identify more hotels, saying some residents “might be ISIS”.

Then let’s move backwards:

First there’s been a lot of anti-Muslim propaganda thru the years, including entire TV and movie eras where the most common villains.

Second is a sustained right wing campaign complaining about demographic replacement and stating that immigrants are more likely be criminals than natives.

Third is the fact that Britain has been bringing in massive numbers of immigrants when there isn’t enough housing, driving up prices and leading to homelessness.

Fourth is that the the UK has been in decline for over forty years. A lot of people are hurting. There aren’t enough good jobs, yet somehow the government is allowing in record numbers of immigrants.

When I was young I said to my father that I didn’t see a lot of racism. He, a child of the Great Depression, replied, “wait till times are bad.”

The “other”, the immigrant, is always an easy target. The actual villains are the UK’s ruling class and if violence is the method then the correct response would be to Bastille them, but people are rarely capable of understanding that their most profound enemies are those who rule them. Putin is not a significant danger to Americans or Brits: their own politicians and corporate leaders are responsible for their poverty, increasing death rates, sickness and homelessness.

If you want a good country again, figure out a way to replace your leadership class wholesale. Nothing else will work, certainly not burning hotels with powerless immigrants in them. That’s pathetic and stupid, on top of being immoral.

Be better and be smarter.


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The Left’s “Victory” In France

The left coalition has won the most seats in France, but failed to get a majority. Macron’s party is second, with LaPen third, though with more seats than ever before.

This is a result of candidates who were in third or worse place dropping out so as to not split the vote.

As a result it’s unclear who will form the next government, and how. La Pen is correct in saying:

“National Rally leader Le Pen, expected to make a fourth run for the French presidency in 2027, said the elections laid the groundwork for “the victory of tomorrow.”

“The reality is that our victory is only deferred,” she added. But Le Pen’s older sister, Marie-Caroline, was among her party’s losers Sunday, defeated by a leftist candidate and just 225 votes in her district.

It’s clear that the Center can’t stop the right. Policies like increasing the retirement age and various other austerity measures aren’t popular and can’t fix France’s economy. Macron’s reign has seen repeated mass protests and strikes, often violent.

For the Left to take over in the next election they need to deliver at least a bit. It may not be impossible: the right might vote with them on some issues, such as rolling back the  pension age increase (which they opposed) and they may be able to convince the center to vote with them on other issues.

In addition, when they are stopped from pursuing popular policies like taxing the rich to pay for social programs, they need to scream to high heavens and make the case that with a majority they will be able to deliver their entire program.

Much of the problem in France has been that when Neoliberals want to do the right thing, like fight climate change, they do it in the most regressive way possible, hurting workers and farmers, rather than making the rich pay. Outlawing private jets and taxing the rich, then using the money to pay farmers to make necessary changes rather than forcing farmers to take the hit is a winning policy.

France now has a real chance to avoid fascism. Let’s hope the left can maneuver well enough to make it happen.

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Le Pen Is Delusional But Macron Deserves To Lose

So, Macron has dissolved his government and a French legislative election is on. The Harris Interactive June 9/10 poll shows La Pen with the highest support at 34%, with the left wing Nantes coalition at 22% and Macron’s ENS coalition at 19%. Macron is not on the ballot, but if his party loses power, the Prime Minister of whatever group has the majority will be in control of French domestic policy, leaving Macron to foreign affairs.

Macron has been a terrible President. He got in only because of strategic voting. In the second round, people were too scared to give Le Pen a chance, so they went for him. During his tenure France has been rocked by repeated and massive protests. Economic performance has been bad and his signature move was to increase the age at which people can retire.

This is the Brexit/Trump/Javier problem. To whit, when things are bad for a long time and nothing seems to help, people reach for something extreme. They know the status quo isn’t working and that things keep getting worse no matter who they vote for among the mainstream, so they look for someone or something completely different. Trump is a billionaire, but he doesn’t parse the same as normal politicians. The EU was adopted around about the time Britain went into a severe multi-generational slump manufactured to hurt the working class. The EU wasn’t mostly responsible for it, but the status quo was “things are going to get worse, but if you stay in the EU more slowly than if you leave” and people were willing to throw the dice.

Javier is a libertarian loon who looks and talks nothing like a normal politician, so Argentinians gave him a shot: neither ordinary right nor ordinary left had been able to fix Argentina.

Of course, Javier is a loon, so:

La Pen is delusional, and not a solution. As an illustration:

Le Pen – who calls wind turbines “horrors that cost us a fortune” – would end all subsidies to the solar and wind energy sector, apply a moratorium on both and dismantle already existing turbines.

Solar is substantially cheaper than fossil fuels. Wind varies, in France it seems to be slightly more expensive than fossil fuels, but prices continue to drop, and thanks to Europe’s geopolitical stance the price of fossil fuels is higher than it once was. Even if you don’t want to build more turbines, dismantling already existing turbines is expensive stupidity.

Ending subsidies is questionable, in the sense that if you want to end subsidies and allow “true” competition, you’d also have to end fossil fuel and nuclear subsidies.

But a moratorium is beyond stupid. If solar is cheaper, why not build it?

There’s a lot of this sort of nonsense on the right, “liberals and left wingers like renewable energy and acknowledge climate change, therefor we must oppose renewable energy and deny climate change.”

It’s driven by tribal nonsense, science denialism and desire to keep things the same.

But sticking your head in the sand doesn’t change the fact that climate change is real and happening, or that solar is now cheaper than fossil fuels in most cases.

We can’t fix our problems is we deny reality. It’s that simple. It afflicts the center as well, with their “we’ll win in Ukraine” nonsense and their complete unwillingness to recognize the consequences of austerity and neoliberal politics. They want lots of rich people, so anything that would mean less rich rich people is anathema.

But the right, like Le Pen, are equally delusional. She may do some good things. Perhaps she’ll undo the increase in pension ages, for example. I hope so.

But the right isn’t the answer to real problems. Everything but climate change and ecological collapse, in 20 years, will seem like a sideline, completely meaningless. Any politician who isn’t taking it seriously and preparing for it shouldn’t be in office. Macron was not doing enough, not even close. Le Pen wants to make it worse.

France’s only real chance is to go left: fix the social and economic problems at the same time as dealing realistically with environmental problems.

Perhaps that will happen. If it doesn’t, as with Britain rejecting Corbyn, they will pay a frightful price. The European era is over, but how well France adjusts to its new place in the world will matter a great deal to those who live there, and, indeed, to all of Europe.

Right now the French seem determined to accelerate their decline rather than adapt to new circumstance in a way which is beneficial to them.

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EU Delusion on Sanctions and Europe’s Future

While the EU was considering more sanctions against Iran because it attacked Israel in retaliation for Israel bombing its embassy, Russia is sending Iran:

Meanwhile America is threatening China that if they don’t stop sending Russia “dual use” goods, the US will slap on more sanctions.

Boo hoo.

Let us remember the results of chip sanctions. China now owns the legacy part of the industry, and is making progress western “experts” said would take decades in years. Huawei has recovered from the sanctions and created its own OS. It is now a massive electric vehicle manufacturer in addition to everything else. BYD will soon become the largest EV manufacturer in the world, eclipsing Tesla. Something about its cars being cheaper, and Tesla gave up on building a cheap version of their cars. Maybe Tesla will survive because the US keeps all Chinese EVs out, but my guess is that if Musk stays CEO, Tesla’s best possible future is as a luxury EV manufacturer. Their “Cyber Truck” is a disaster.

Iran has built a formidable military with hypersonic missiles while under sanctions, sanctions which started at the same time the Islamic Republic was created. But now, what I’m sure happens, is that China sells Russia goods and Russia trans-ships them to Iran. That hasn’t undone the sanctions completely, but as the world moves away from using the dollar as the medium of trade and routes around US, EU and anglosphere banks, the effects of the sanctions will continue to diminish.

There’s very little that Iran needs (though still some) that China and Russia don’t make. And anything sold to Russia by, say, India, can also make its way to Iran. Cutting Russia off almost entirely gives it no reason to play by Western rules, and it doesn’t.

This is especially true now that America has taken Russian reserves and will be giving them to Ukraine. Anyone who trusts the US with their money who isn’t a complete ally, or satrapy, is a fool. There’s a reason why money used to be frozen before, but not actually taken. There’s a big difference between the two.

But let’s move back to Europe. This article from FT is to the point, German gas prices are two-thirds higher, structurally, than they were before the Ukraine war.

That’s after prices dropped massively. The simple fact is that US natural gas costs a lot more. Russia was selling Europe and Germany oil and gas for bargain prices. Russia’s still willing to sell, but Europe has its head up its ass.

The recent history of European industry is simple. When the Euro came into effect, it raised everyone’s prices except Germany’s, pretty much. Industry in all of Europe except Germany was badly damaged (this was especially bad in Italy which was more of an industrial power than most realized.) Germany, in effect, received a subsidy: the Euro was worth less than the German Mark.

Germany has (had) a lot of heavy industry: a lot of energy intensive industry. To get energy for this, Germany got cheap, below market Russia oil and natural gas. Russia got bulk sales of one of the few things it had to sell and Germany kept its industry competitive.

Those days are over, essentially permanently.

And the problem is that Germany’s dominance was in legacy heavy industry and automobiles. They aren’t creating a lot of new tech and science. They don’t have large new industries developing. They don’t have scale costs like China does. They relied on being very efficient and already dominating industries.

But those industries are leaving. A lot of them are going to America, the actual company facilities, but the production is, effectively, also moving to China and other countries.

I know I’m a bit of a stuck record on this (do youngs understand that simile?) but Europe is walking into its decline with its leaders acting as if it’s no big deal, indeed as if they are, to use my father’s crude insult still “King shit of turd island.” Sanctioning Iran, lecturing Africans and acting as if they are superior in every way: the only truly civilized people in the world.

Even as they do, the foundations of their prosperity, their “garden” are eroding out from under them at the speed of soil blowing away during the Dust Bowl.

They’re insane. Completely detached from reality, and some of the stupidest elites in the world, even exceeding America’s very high bar.

The Sun always sets. European leaders seem determined to make it set as soon as possible.

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The Most Likely “War” With Russia Scenario

Russian troops are now advancing across almost the entire front. It’s slow, but steady. There are no defensive lines built to stop them, the best they’re likely to get is the use of rivers.

Ukraine clearly no longer has enough men or ammunition.

Macron and some other European leaders have discussed sending troops, but sending them to fight Russia is insanity, and hopefully they can see that, since WWIII will suck.

But there’s one play they may feel they can get away with.

Send in “Peacekeepers”. Have them advance to the borders of Russian areas, and use them to secure Odessa and say “we are just separating the combatants.” It’s a way to limit Ukrainian geographical losses and avoid it becoming a land-locked country and the Europeans just bet that Putin isn’t willing to risk or start a war with Europe and/or NATO.

How likely is this? I don’t know. But of the various insane options, it seems the most likely.

 

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Macron & Many European Leaders Call For WWIII?

So, French leader Macron thinks Europe should send troops to Ukraine to fight Russia. (This is colloquially known as “declaring war on Russia.”)

rench President Emmanuel Macron said on Monday that sending Western troops to Ukraine should not be ruled out, as European leaders concluded a summit on supporting Kyiv.

“There is no consensus today to send ground troops officially but … nothing is ruled out,” Macron said at a press conference in Paris, where the meeting had just wrapped up. “We will do whatever it takes to ensure that Russia cannot win this war.”

“The defeat of Russia is indispensable to the security and stability of Europe,” the French president added.

The subject was first raised publicly by Slovak Prime Minister Robert Fico, who said a “restricted document” ahead of the summit had implied “that a number of NATO and EU member states were considering sending troops to Ukraine on a bilateral basis.”

Macron also announced that leaders agreed to set up a ninth capability coalition on deep strikes that will focus on medium- and long-range missiles. Other coalitions include artillery, air defense and de-mining.

This is, in effect, an acknowledgment that Europe knows Ukraine is losing.

So, there are two main possibilities here. First, it’s a negotiating ploy, to get a better deal for Ukraine. Second, they’re serious.

Let’s point out a couple things: Russia is outproducing the entire West in artillery shells and ammunition and Western armories are bare: they’ll run out in two weeks to a month of real war, at most. Second, China is not going to let Russia really lose a war, because they know who’s next and Europe has mostly been very willing to follow the US in anti-Chinese actions.

Iran, obviously, will support Russia as well. They know they’re on the list.

It’s actually not clear that the West would win this war: Russia is out-producing the West in terms of war materials, China is the undisputed largest industrial power in the world and it’s not clear that if other powers step in, China and maybe Iran won’t step in on Russia’s side. They really, really don’t want to: but the defeat of Russia, as already noted, is an existential threat to them.

Next, if either side starts losing, there will be a strong temptation to reach for the nukes.

On a smaller note, if Europe supplies long range missiles and those missiles hit something that matters (say the Kremlin, or the Bolshoi) things could get ugly fast. Seeking to expand the war further into Russia is certainly “legal” but it’s not wise. It won’t change the outcome of the war, it will merely make the war more likely to expand, which is why the German Scholz is correct to oppose it.

All my life, the charge against people outside elite circles has been that we are “un-serious”.

This is extremely un-serious behaviour.

I will note, further, that the reason Europe and the US can’t compete with China and Russia is that they simply refuse to reduce economic rents, lower living costs and make their rich less rich in order to reduce operating costs and oligopolies and monopolies sufficiently to ramp up production, both of war materials and, well, everything else.

They want to live like Kings, our elites, having the South send them materials and the Chinese and other nations send them manufactured goods, while using their populations for rent extraction so they can become richer and richer.

They have confused money with power. Money is only power when it can buy power. And increasingly, in the West, it can only buy power domestically, not internationally.

This is a grave mistake, and the graveyard of Empires.

Fools. And worse than fools.

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Reversing European Decline

Europe is in significant decline and has been for some time. The standard chart compares European GDP versus American but I won’t use it, because I don’t believe in GDP at this point, the numbers are both manipulated and unrepresentative of actuall national economic ability which matters. That Russia with its tiny GDP was able to massively ramp up weapon production and the US and the EU with much larger GDPs were not is a good example.

But what is clear is that European innovation has fallen far behind, as measured in patents, and that industry is leaving the EU, especially energy intensive industry. China and the US, both, are eating Europe’s lunch, and they are losing export customers, especially in the third world. Europe is not resource rich, they need imports and they aren’t going to be able to afford them. De-industrialization looms, and service industries aren’t going to carry the load, which will leave them with agricultural exports, which will also start declining.

So we’re going to do a thought exercise about what’s required to reverse the decline. As will quickly become evident, it’s theoretically possibly but politically impossible.

Europe needs to do one thing in order to maintain a high standard of living over the medium to long term: it must manufacture enough of what it needs and, more importantly, enough of what others will buy from it, to pay for the imports it needs of what it doesn’t make and raw resources it doesn’t have.

If it continues to de-industrializes it will inevitably slide down the value add chain, and into second, then perhaps even third world status.

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This means in needs cheap resources, the most important of which is cheap energy for its industries. In the short term, the next twenty years or so, that still means petrochemicals, and there’s only one place the EU can get them from: Russia. The US is willing to sell, oh yes, but at much higher prices. (If Europe was truly going to turbocharge to alternative energy, it’s going to need China, see below.)

Unfortunately, the EU has burnt their bridges and the pipelines have been sabotaged. To get back to Russia being willing to sell at discount prices the EU will have to make its bones: it has to give Russia ironclad security guarantees, and that means leaving NATO and creating its own armed forces. It probably means ditching the incurably anti-Russia eastern block nations like Poland (who are a drain anyway and should never have been let in.)

Forming their own military, with nukes, by the way, is not protection against Russia, it’s protection against the US and its allies.

Now, Russia might cut a deal anyway, without Europe leaving NATO, but the problem is that what Europe needs from China is a cartel deal: it needs China to agree to let it keep some high tech industries. Europe can only keep such industries if it either innovates far faster than China and engages in subsidies to keep prices lower or if China agrees: China is innovating far more quickly than Europe. and it has a lower cost structure. Foolish sanctions have sped up its progress in fields it had previously been willing to leave alone, like the lithography, required for creating chips.

If Europe is a lockstep US ally, China will not be willing to make cartel deals because in that case Europe is an enemy and sanctions can always be used against China in a time of crisis (as opposed to pre-emptively and stupidly) to try and hurt China. But if Europe is neutral or friendly, and a customer, well, smart people to don’t improverish their customers, they let them have some industry.

The last thing is that Europe has to significantly increase its rate of innovation, and the steps involved include bringing a lot more manufacturing back to Europe and some significant changes in law and custom, enough to be an entire other article.

However the point of this exercise is to show why Europe is going to continue its decline. It has a high cost structure and a slow rate of innovation, and it can’t fix either given its politics. (Be clear, innovation is related to the manufacturing floor, it can’t recover if you’re losing that.)

This is similar to climate change, where no major country can fix it, even if it is theoretically possible, because it is politically impossible. A bigger, global problem, but the same dynamic.

Anyway, Europe is in decline and will continue its decline. You can only live on legacy innovation for so long and Europe is running out.

Europe should, above all, avoid war with China at all costs. Germany essentially created the chemical industry in the 19th century. In WWI, when the US entered the war, they broke the German patents, and much of the industry moved to America. After WWI, well, the US didn’t reinstate those patents and the chunk of the industry now in America never moved back.

Do that and Europe might eke out an extra decade or two.

Oh, and now that they are nobodies, with no military and industry that barely matters and which they have sanctioned China on, they should shut their mouths and stop insulting China and interfering. The only major thing they have to offer now is consumers, and that’s going to keep going away.

Essentially, Europe needs to stop thinking they are the Europe that once ruled the world, or even that they are important American satrapies. Both Korea and Japan outproduce them in patents, and it’s not close. They’re just has-beens, and if they want to change that, they need to take radical steps.

They won’t.

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