Pirates & More on Pakistan

With Somali piracy back in the international spotlight, I'd figure now would be a good time to relate the issues of Somalia to the wider world - because what's happening does reflect on larger trends, and the immediate problem is not to be discounted either.

The largest tanker organization in the world called for a UN-lead naval blockade of Somalia. Citing the immense area of pirate operations, they have deduced that short of arming or escorting every tanker, intercepting pirate vessels before they reach shipping routes is the only effective prevention. Now, while this seems logical in theory, it will be much more difficult to implement in practice. Relying on the United Nations to stabilize Somalia has a pretty poor track record. However, it may be difficult for the United States to draw in non-NATO powers without one. Reluctance to intervene without a mandate aside, the Somali piracy episode is illuminating the effects of America's decline in relative power.

Proponents of stabilizing hegemons might note that American dominance cannot perform a function that seemed to be a given a decade ago - protecting the sea lanes and providing the basic security necessary for free trade. Unless the UN can effectively step in to create a genuine partnership to secure the seas, the natural result will be great power intervention. Though domestic concerns will make it difficult for Americans to concern themselves with a region that's frustrated us for the past 15 years, we should not be surprised when other powers pick up where we left off. Since rising and resurgent powers lack true blue water navies, the United States must recognize that a contribution by other great powers to stability in the Gulf of Aden must come with an expansion of rival powers' naval bases. The expansion of naval bases will further the decline in relative American power and de facto balance against US interests and capabilities.

On the other hand, the other great powers would be just fine with the US and NATO dealing with the problem. Russia's Ambassador to NATO suggested that they launch an invasion of the Somali coast. Of course, Russia may have ulterior motives for wishing such a maneuver. After all, with an American war in Iraq, a NATO war in Afghanistan and many other commitments, every new NATO deployment outside of Eurasia is one that may force western troops to leave Russia's desired "sphere of influence."

Speaking of which, go check out the Global Trends 2025 report.

Keep watching Pakistan. As support for Kashmir negotiations continues to grow in the west, it's important to remember just how risky pinning our hopes in Afghanistan on Kashmir will be.

Firstly, alienating India (as would be necessary to placate the Pakistani Army) will risk Afghanistan's long term stability, as India has been a major investor in Afghanistan and will likely play a large role in the region when NATO leaves. Secondly, negotiating on Kashmir does not automatically make fighting Afghanistan easier. Pakistan would have to decide India was no longer a threat, even though the rising wealth disparity due to India's economic success will likely contribute to a widening gap in relative military power. Ongoing religious/nationalist enmity will continue, and will likely be amplified in India as the US is forced to placate Pakistan. Even if Pakistan still didn't feel that India was its primary threat, it would have to remake its military for counterinsurgency warfare. Just as the surge required tactical and operational changes to work, so too will units trained and equipped to fight conventional warfare against India have to adapt to the nature of the NWFP and FATA conflict. Considering we arguably have yet to make this move, it may be unreasonable to expect the Pakistanis to do the same.

Furthermore, we must remember Islamic fundamentalists will have grievances with the Pakistani government for supporting the US and for its failure to live up to cultural, political, and economic expectations, regardless of how Kashmir goes. The fighting on the frontier will not disappear because not all terrorists and insurgents have the same motivations. If Pakistan feels it must play off tribal groups and political factions against each other to succeed (a tactic we should not complain about, given our trumpeting of the success of the surge), they will. Indeed, Pakistan supports anti-American and fundamentalist groups not only to fight against India in Kashmir, but so they can fight against anti-government groups on the frontier. Will support for these groups end, too? Dealing with Kashmir certainly won't end the radicalizing effect of American occupation in Afghanistan and intervention in Pakistan.

Relying on Kashmir to fix Afghanistan is similar to relying on Palestine to fix America's Middle Eastern problems. It is a nice idea on paper and could yield benefits if resolved in a manner pleasing both sides, but it has proven incredibly difficult to accomplish effectively. At least we have a well-established team of public servants with Arab-Israeli expertise. Do the same resources exist for Kashmir? What's worse, unlike in the Palestinian debate, America has a significant national interest in maintaining good relations with both sides. While America can afford to disagree with Israel and has already dealt with alienating the Palestinians, America needs the support of Pakistan in Afghanistan and India in broader, strategic terms. And, like Israel and Palestine, even when we manage to get the negotiations right, there are still plenty of other grievances against the US. We've had to have a Plan B for a Middle Eastern policy without the resolution of Israel and Palestine. What's our Plan B for dealing with South Asia without resolving Kashmir?

Eurasian Rumor Mill

Interesting day for news in Afghanistan...

First up is Karzai's offer to protect Mullah Omar (whose head is worth $10 million as far as the US is concerned) so long as he agrees to hold talks with Kabul. If ISAF or anyone else has a problem, Karzai said they could remove him or leave Afghanistan - unappealing options for a coalition that is committed to an Afghanistan that is both stable and democratic. I doubt Omar trusts the Afghans to protect him that well, but if they could (and kept their word), it might put the US and its new President in an unenviable situation.

Another interesting development: Apparently, Gordon Brown floated the idea of placing Chinese troops in Afghanistan. Though there hasn't been much to substantiate this report, if true, could signal an interesting development in Chinese policy. One possibility is that the Chinese want to prove they're a responsible member of the international community, prepared to work with the west on common issues (after all, China has its own issues with Islamic militants in Xinjiang). Fighting in Afghanistan would give Chinese troops valuable counterinsurgency experience and allow them to observe the COIN tactics of other coalition members. The other possibility is that China might finally want to make the inroads into Central Asia commensurate with its status as a world power. Many analysts have speculated that China is preparing to get into Central Asia to secure its borders (by developing Xinjiang and Tibet through trade) and economic resources (energy, energy, energy).

From a realpolitik angle, building up a presence in Central Asia could provide China with access to resources the US cannot easily exclude. Despite a generally warm attitude and a vital trade relationship, China remains paranoid about its reliance on sea transport across the Indian Ocean for many of its raw material imports, since the US Navy patrols the Straits of Malacca. It's just one reason why the US cannot afford to shun free trade or economic integration with China if it wishes to avoid the pitfalls of multipolarity.

Medvedev changes his tune on Obama... Sort of. Given the combination of the missile movements and now this supposed overture, Medvedev may be putting on a bit of political theater to put the onus on Obama to make concessions even as he tries to embarrass or frustrate American goals. Such maneuvering would sour the strategic or domestic political climate to making those concessions, allowing Medvedev to sour Russian opinion about Obama by making it appear as if he is less reasonable or cooperative than otherwise believed. Given what occurred in Iran after the congratulatory letter incident, we may want to expect this sort of thing as more anti-Bush leaders attempt to shore up domestic credibility in the wake of Obama's victory.

Transitional Rumors, International Omens

The big buzz about Obama's foreign policy is that Hillary Clinton is going to be Obama's secretary of state. It seems like a brilliant political move - something you'd expect from a guy who's read Team of Rivals. However, I question the wisdom of such a decision.

Obama needs to be heading into the real world, 2009, not cleaning up old grudges from 2008. Of course Obama, as a politician, is going to want to consolidate his support and prevent an internal struggle that one would expect from a big-tent political party like the Democrats. However, American foreign policy is already losing attention to the economy and it cannot afford to lose any more attention to domestic political maneuvering. To be frank, Obama's foreign policy is not going to work itself out. Once the soft power buzz of his own election wears off (and it will not be long), the President will need to attempt to help keep old allies on board, warm relations with former friends, and carefully engage rivals and enemies. Thanks to American unipolarity, the last two administrations have relied on force and the absence of balancing rivals to assert American diplomatic objectives. America's economic stability contributed to these ambitious foreign policies. With a general decline in relative American power (due more to the rise of others ) and the potential for economic disaster at home, the US will have its work cut out for it abroad.

Managing the complex negotiations to come - and all their attendant trade-offs, treaties, and concessions - will require an exceptional secretary of state. While many foreign leaders respect and admire Obama, once they begin interacting with him at the negotiating table questions of national interest will take precedence. Hillary Clinton is not entirely unqualified to be secretary of state. But she is by far not the most qualified, and claims that her experience as first lady will offer some unique advantage are mostly irrelevant. Firstly, the US already has the soft power namedropping advantage - his name is Barack Obama. Secondly, the first lady functions in a PR role, not as a major negotiator and her friendliness with the leaders of the '90s is not pertinent to today's leadership. Whatever personal connections she formed then, many are with leaders out of office now, or who never had to have Mrs. Clinton tell them anything they didn't want to hear. Memories of the good times will quickly fade when those countries national security and economic concerns go on the line. These personal connections also fail to address the secretary of state's biggest challenge - working with states like Iran, Syria, and North Korea that the US has previously shunned diplomatically.

As for secretary of defense, word is that Robert Gates will be held on for the transition. It's a good call and I hope that those rumors are true. Gates has done a lot to turn around American defense strategy, and given that Obama will be more than busy enough during the transition, it would be good to keep a competent, relatively strategically compatible cabinet member managing things to minimize disruption to American defense policy and distraction from the economic agenda.

Elsewhere, I suspect the Obama administration is keeping a close eye on what's happening in the DRC and Rwanda. The situation is already ugly and may be spiralling further out of control, as neighboring countries volunteer deploying their own "peacekeeping" forces in a scene reminiscent of foreign interventions of previous decades. Obama (not to mention his staff) has said a lot about humanitarian intervention. Given that a humanitarian operation in the Congo is more plausible from an international perspective (no great power like China looming over, and stronger, broadly supported UN presence), it may be the site of this administration's first big humanitarian intervention rather than Darfur.

Other places to watch out for - North Korea. China is taking Kim's disappearing act very seriously, and regime change could drastically alter US plans for the region. From Pakistan, we have the usual bad news and then the (seemingly) unusual bad news. It's worth remembering that the Iranians dislike the Sunni fundamentalist Taliban about as much as we do, and cooperating in stabilizing the region could be one of the fruits of a truly grand (though by no means assured) bargain with Tehran.

Also, this bit of Hayden's assessment of al Qaeda is interesting. Osama is cut off from regular AQ operations and focused more on his own survival - good. But what this should tell us is that we should not prioritize killing or capturing him over the broader effort against al Qaeda. One of the reasons why terrorism cannot be treated purely as a law enforcement issue is that AQ's organizational structure is complex and flexible enough to endure disruptions to its leadership. If we have to go into Pakistan guns blazing to take out someone already out of the organizational loop, we are probably going to create a lot more anti-American Pakistanis without necessarily severely disrupting AQ's ability to conduct a retaliatory attack. This isn't to say getting OBL isn't important, it's just an example of how we need to balance political objectives in the wider strategic context. An attitude that sees killing OBL as the "game over" in the fight against AQ will be disappointing at best and counterproductive at worst.

On another note, congratulations to General Ann Dunwoody, America's first female four-star general.

The world isn't waiting

While Americans (and to some extent, everyone else) have a lot to be excited about, it sure hasn't taken long for the post-election euphoria to wear away. Obama's judgment and temperament helped him win the election, they will be among his best attributes going forward. However, Americans must remember that they are neither infallible nor may they necessarily lead to the policies we've come to expect.

On fiscal matters, the money for Obama's healthcare and other spending plans is gone - spent in the Paulson bailout plan. At least Paulson is moving towards the Dodd plan equity stake strategy rather than directly purchasing toxic assets, but the plan is (as we must expect) far from perfect. However, the fact remains that our financial sector is too vital to collapse - it is the engine of growth for our economy, especially in the long term. Eliminating or rolling back the bailout plan would be disastrous - not just for the immediate impact on the market, but for creating a climate of uncertainty hostile to investment. Nor will Obama's tax plans help very much. During a recession, increasing taxes on the very wealthiest and capital gains will have diminishing marginal returns - recessions, especially centered in the financial sector, will disproportionately reduce the incomes of wealthy investors (even if they suffer far less than ordinary Americans in absolute terms).

Though we should not foolishly cling to the impossibility of balancing the budget, we must spend wisely. So when the Big Three begin requesting billions in their own bailouts, we should not be so eager to appease them. While the auto industry and media will naturally claim that these companies, like the banks, are "too big to fail," the reality is that finance and manufacturing play vastly different roles in the American economy. Without solvent banks, simple but incredibly vital economic functions - saving and loaning money, for example, come into peril. Allowing for massive amounts of bank failures deprives the market of liquidity, crippling economic growth and innovation (starting a new company requires investment, after all). Car companies simply cannot claim to be this vital to the American economy, however important they are. Though undoubtedly the Big Three will get some form of bailout (Obama wouldn't want someone like Mitt Romney taking the industrial Midwest in 2012), it is likely this money could be better spent elsewhere. The jobs lost by these major companies will be highly visible - but not the jobs that will be lost in other companies due to the difference in allocation of resources. Even if someone were to point out this unemployment, the natural response would be, "good thing we bailed out those automakers, or they'd have gone under too!"

America cannot afford to constantly prop up every industry whose management and labor organizations legislate themselves into stagnation. We have bailed out the Big Three in better times - why do we think doing it now will help them finally achieve the magical recovery they've wanted? Even if we did stipulate the management be sacked and some new visionary team be put in place, can we really expect them to fix when even successful automakers are facing a hard year? Eventually, Washington will have to realize that doing the best thing for the workers will mean spending more money on new industries and trade adjustment assistance. This is the economic equivalent of "Weekend at Bernie's," and at some point we may have to stop waiting for the miracle that makes Detroit great again.

How far Obama deviates from his original platform is still unknown, but we should not be too shocked when - not if - he does. We can only hope that the deviations he does make will be positive - like promoting global cooperation on recovery by affirming free trade.

As for foreign policy, goodwill has failed to erase many of the expected dilemmas. On election day, Russia forced Obama to take Eastern Europe's side of the missile defense dispute by deploying missiles to Kaliningrad. This, combined with his preference for Ukrainian and Georgian NATO membership, will make Russian cooperation on Iran more difficult. Speaking of Iran, don't hold your breath for a great breakthrough there, either. Within days of the election, the mood of the BBC went from this to this. As for Pakistan, the economic crisis has only made intervening in the country more dangerous, while the recent calls for mediating the Kashmir dispute have the potential to harm our interests in the region even more. Germany, not just Britain, seems to be growing more skeptical about committing to Afghanistan - if this is indicative of a greater trend among ISAF members, we have a problem:

A new strategy would only work if Western countries openly discussed their
objectives in Afghanistan. They would have to admit that they cannot establish a
democracy, equal rights for women, or a welfare state in Afghanistan. Shifting
the focus from nation building to simply combating al-Qaida terrorists would
presumably be the only basis for Europeans and Obama to formulate a joint
policy.

And it isn't even January, yet.