Arming Ukraine: Breaking it down

Should we arm the Ukrainian government forces?

Since the conflict began last year, the U.S. and Europe have been limiting military support for Ukraine to non-lethal equipment; things that enable the individual soldier like body armor, medical supplies, and night-vision goggles. Late last year, President Obama signed a bill that authorized the provision of more lethal weaponry to Ukraine’s military but left it up to the White House to decide whether to follow through on that move. So technically speaking, the decision has already been pre-approved. The question is, should POTUS follow through, or leave it as an option down the road for him or for the Clinton Administration next administration?

Looming over the Minsk negotiations currently underway is the prospect of deeper sanctions on Russia, an economic collapse in Ukraine, and the risk that the conflict descends into an all out war. I would use the phrase “descend into proxy war” as a piece in Bloomberg did, but is it a proxy war if one of the supposed sponsors of said “proxy war” has been openly engaging in the war since last year? A technicality I suppose.  But I digress.

So far, sanctions have failed in their aim of pressuring the Kremlin to reverse course in Ukraine. That’s not to say sanctions haven’t hurt the Russians, but it looks like they are willing to tolerate much more pain than the West is likely to give. And the increase in violence has brought back a question that the Europeans and NATO would rather not ask again: what is the next step if the Russians do not stop?

Below is a collection of most of the arguments for and against the U.S. providing the Ukrainians with lethal defensive weaponry. I read a lot, and I tend to get lost in my own thoughts, so a lot of times I jot things down like this. Welcome to my brain:

Do it:

Perhaps the most cited case for arming Ukraine is a joint report from the Atlantic Council, the Brookings Institution, and the Chicago Council on Global Affairs. Among the authors are former Supreme Allied Commander for NATO Admiral James Stavridis, former Under Secretary of Defense Michele Flournoy and former U.S. Ambassador to Ukraine Steven Pifer. If you want to have an opinion on this issue, you should definitely read the report, but for the purposes of this blog post, here are some of the key points:

  • The U.S. should give Ukraine “lethal defensive arms.” This includes more capable counter-battery systems, UAV’s for reconnaissance, electronic countermeasure systems, light-armored vehicles, and anti-armor missiles. Providing them with things such as these will raise the costs for a new Russian offensive.
  • Giving Ukraine weapons will help bring the conflict to a stalemate. Moscow will get the message: the cost of further military action will be too high. From there, a political solution can be seriously discussed.
  • If the U.S. and NATO don’t support Ukraine in a concrete, military-oriented way, the Kremlin will see this inaction as a redux of Georgia in 2008, and turn its attention to destabilizing the Baltics in a similar fashion.
  • The aid won’t allow Ukraine to defeat a new full-scale attack by the Russian military. But it would allow Kiev to inflict significant costs on Moscow if they chose to attack.
  • Deterrence is the main takeaway here. Providing these lethal arms to Ukraine will deter further escalation by Putin. Providing these arms reduces the likelihood that Russia will escalate the crisis.

Pretty straightforward.  Another decent summary is in an Op-Ed written by some of the above-mentioned authors of the report.

Don’t do it:

There has been equal, if not more, push-back by a number of scholars and subject-matter experts of similar stature to the authors of the joint reports. But it’s more scattered.

One piece that stood out was from Eugene Rumer, a Russia and Eurasia expert formerly at the U.S. National Intelligence Council, and Thomas Graham, a former senior director for Russia at the National Security Council. They have made a compelling case against sending lethal arms to Ukraine. Major points of their case, along with a some others:

  • Giving lethal arms will not sway the Kremlin to back down in Ukraine. And it could bring the West one step closer to a direct military confrontation with Russia.
  • We cannot be certain that these arms won’t go to the Ukrainian volunteer armies and private militia groups, which lack adequate training and discipline.
  • It will take many years to reform and bolster the Ukrainian military and security service, which is undertrained, underfunded, scowering for recruits, and crawling with Russian spies, making it unlikely that a delivery of such lethal arms would make a meaningful difference when going toe to toe with the Russians and the separatists.
  • What happens if Russia decides to escalate? Is the U.S. and NATO willing to enter a direct military confrontation with Russia?
  • Short of sending in the 82ndAirborne, it’s extremely doubtful that the U.S. and NATO won’t gain any significant comparative advantage over Russia in Ukraine.
  • If the Kremlin wants to destabilize Ukraine and ensure it does not successfully pivot Westward towards Europe, it will not stop until that happens.
  • Giving lethal arms and aid to Ukraine reinforces the narrative that the Kremlin tells the Russian people: Ukraine is now a puppet of the West, and the next stop for the West after Ukraine is regime-change in Moscow.

If the U.S. provides lethal arms to Ukraine, what next?  Would doing this really change the Kremlin’s calculus? Similar lines of thought are presented herehere, and here.

Since last year’s escapades, each set of talks and ceasefire agreements has only moved towards deeper conflict. The violence in eastern Ukraine has created a humanitarian crisis – aside from the thousands killed and wounded, some one million have also been displaced – and a geopolitical crisis, between a European community that has hoped to put armed aggression in its past, and an insecure petro-state in decline determined to relive its imperial past and stick it to the West through armed aggression.

It seems that both sides agree that the Kremlin sees no reason to stop. It is also likely that Putin will try to solidify his gains in eastern Ukraine before the delivery of any more supplies or weaponry to Kiev can make a difference on the battlefield. Long-term, I see a frozen conflict in Eastern Ukraine, and I think this is something Putin would not mind having in his hand. I think it is also pretty clear to all parties involved that Ukraine matters much more to the Kremlin than it does to Washington, Brussels, Berlin, and the rest of Europe. What to do about that reality is the million dollar question (or if you’re in Russia, the 6,5109,500 ruble question.)

Misunderestimating Thucydides: Why Crime[a] and Punishment for Russia will only get the West so far

Whenever I’m perplexed after reading something in the news, I typically turn to a much older set of papers for some context and sometimes, for some inspiration. As told by Thucydides:

The good faith, Lacedaemonians, which characterizes your political conduct and private intercourse towards each other, makes you the less disposed to hearken to what may be said to the prejudice of others; and from this, indeed, you derive a sober-minded moderation, but you labour always under a great misconception of the affairs of other States.

Thucydides was recounting the Corinthians’ address to the Spartan Senate, where they were comparing the Spartans with the Athenians. To the Corinthians, Sparta assumes that since they have a working constitution and a way of life that suits them well, they do not have to change their ways to confront this new issue: the growth of Athenian power. While this attitude is seen as being “moderate,” the Corinthians point out that this shows a kind of ignorance when it comes to foreign affairs.

Whether this account of the Corinthians addressing the Spartan Senate is 100% accurate or not is inconsequential. What it reveals though, is a recurring pattern in History: States and their leaders, try as they may, often misunderstand or do not consider the goals, actions and intentions of other States and their leaders. What does this have to do with Russia?

The idea that allowing the Russians to hold onto the Crimea suggests some huge decline in American power is strange, considering that in 1989, the United States’ power only reached as far as Bavaria; and if you look at the map below this one, you'll see that it now surrounds Russia on almost all sides.

The idea that allowing the Russians to hold onto the Crimea suggests some huge decline in American power is strange, considering that in 1989, the United States’ power only reached as far as Bavaria; and if you look at the map below this one, you’ll see that it now surrounds Russia on almost all sides.

Post Cold War

Voice: “Knock knock”
Putin: “Who’s there?”
Voice: “NATO”

We’ve treated the Russians as a potential threat since the 90s. We’ve expanded NATO to its doorstep, and we’re working on building missile defense systems in Eastern Europe, all to their protest.  And then comes Ukraine, where the U.S. and a coalition of Western governments backed and encouraged protesters that led to the overthrow of a sitting president that kept close ties with Russia, which was soon replaced by an interim government hostile to Russia.  What did Putin think about all of that?  Could this happen to his own government; was Kyiv a dress rehearsal for Moscow?  I suppose you’ll have to ask Putin himself, but it’s likely that he at least entertained the thought.

You’d expect American policymakers to at least try to understand Russian concerns about Ukraine joining an alliance with traditionally adversarial powers (i.e. greater cooperation with the E.U. and NATO). Obama pundits have made the argument that the President invited this crisis in Ukraine because he didn’t take a firmer stance on Syria and chose to pull out of Iraq.  This is absolutely ridiculous.  Even if Obama had bombed Syria, he still would be faced with this situation in Ukraine, and he would have been holding the same cards.  Perhaps pundits forget that the last President’s “firm stance,” a rapid expansion of the National Security state and invading two countries, did not stop Putin from invading Georgia.   Russia’s move in Georgia in ’08 and Crimea today is understandable if you accept that most powers do not like hostile governments on their borders and that most powers are always looking to maintain or grow their sphere of influence.  After all, the United States is deeply committed to the Monroe Doctrine, which warns other great powers to stay out of the Western Hemisphere, or else.  Like how Canada and Mexico are to us, Georgia and Ukraine aren’t just any states close to Russia’s neighborhood; they’re on its doorstep.  Over here, we live in a country with the Atlantic to our West, the Pacific to our East, Mexico at the bottom and Canada at the top.  That’s geography, and it’s not changing.  We have it pretty good over here.  If you’re Russia though, with Germany and NATO on one side, China on the other, and Japan breathing down your neck, it’s a different story altogether.

So the polls are in and we moved to another stage of this Crimean crisis: the Crimean Parliament declared independence from Ukraine, 97% of Crimean voters favored joining Russia, the Parliament formally asked Russia to join the Russian Federation, and the Kremlin signed legislation sealing the deal. Crimea is gone.  Whatever comes next, we have few options to “punish” Russia, at least in the short term, and Putin knows it.

For one, the Europeans aren’t super excited about “crippling” sanctions; London and Cyrpus really like all of that Russian money in its banking system, and from what I’ve gathered, major arteries that feed Europe’s natural gas supply flow through Ukraine, from Russia.  And all of the Western governments are trying to pass legislation to secure a bailout for Ukraine, but when has our Congress ever agreed on anything, especially when right now we’re looking for things to cut, not add to, the deficit?   And if the history of sanctions has taught us anything, it’s that regimes are willing to endure a tremendous amount of pain to secure what they see as their vital interests.

Germany relies on Russia for three-quarters of its oil and gas imports.  Sanctions on Russia could be painful for everyone.

Germany relies on Russia for three-quarters of its oil and gas imports. Sanctions on Russia could be painful for everyone.

That doesn’t mean that we shouldn’t implement the tools that we have and are willing to use.  But it seems to me there’s little we can do about Russia’s annexation of Crimea.  Economic sanctions?  Installing missile defense systems in Eastern Europe?  Seizing assets of Putin’s friends?  Giving the Ukrainians foreign aid [and who aren’t exactly innocent in this affair, and are only united by their hatred for Yanukovych and Putin]?  Go for it.  But the reality is we’re not going to war over Crimea, and Obama has publicly stated that we will not go to war over Ukraine.

Don’t get me wrong; I’m not saying Russia is “back.”  Mitt Romney’s comment on Russia being America’s “number one geopolitical foe” falls short (but Obama was also wrong to snub him the way that he did).   This is not to say that Russia doesn’t matter, but let’s not give them too much credit: Russia may be playing geopolitical chess, but he’s playing defense.  This move in Crimea was a move made from weakness.   Ukraine has slowly been moving away from Russia, and inching toward the West.   The West hasn’t lost Ukraine.  Europe hasn’t lost Ukraine.  The United States hasn’t lost Ukraine.  Putin lost Ukraine, and he knows it.   So to save face he took a short term gain (Crimea, and saber rattling towards Eastern Ukraine) but a long term loss, and Russian influence over the rest of Europe will suffer.

Formal Ukrainian elections are going to be held in May, and it’s unlikely that any new government will be a Yanukovych; but that doesn’t mean it shouldn’t be respectful to its [Russian] minorities and nudge Russia on with provocative gestures.   The reality is that the stability of Ukraine cannot be guaranteed with at least some level of cooperation with Russia.   After all, Ukraine is “the borderland.”  Point is, we can talk about punishing Russia all we want, but decent relations with Moscow are imperative.  We need their help with Iran, Syria, Afghanistan, and soon, maybe even China. Anyone who thinks this is just about Ukraine has to stop thinking like a lawyer and more like a strategist.  Thucydides would’ve understood that.

Sidenote: Though the current crisis in Ukraine is complex, we should remember that everything can always be worse.   As per an agreement signed in Budapest in 1994, Ukraine has gotten rid of all their nuclear weapons, and just two years ago eliminated all of their weapons-grade materiel.  A document signed 20 years ago prevented this from becoming a nuclear crisis. And now that’s one less thing we have to think about.

Don’t Fughettabout Foreign Policy: Risks and Trends for 2014

David Kessler and Peter Kouretsos – Happy New Year, everybody! Big things happened in 2013: Dave and I graduated in May and we’re all still here, which means that the world didn’t blow itself up. And to us here at the Brooklyn Diplomat, that’s a reassuring sign that we’re doing ok and that it could always be worse. Not great, but ok. It helps us put things into perspective.  But we digress. We’ve been reading lots of articles lately about what to expect in 2014, and while we’ve found some of the trends, forecasts and “predictions” out there to be agreeable and insightful, the overall impression we got can only be described by one of our favorite movies (because Brooklyn, that’s why)

Ok, maybe not exactly BS, but lots of this stuff seemed pretty obvious. It’s not very Brooklyn at all. And as the official trendsetter of the modern world, the gentlemen and scholars of Brooklyn ought to have a say in what to expect in a post 2013 world.  Main takeaway from all of what you’re about to read right now: Foreign policy. Start caring about it. While last year’s headlines were dominated by economics, just one look at any of the headlines this past month shows that 2014 will be a “Foreign Policy” year.  This is what Dave and I are thinking about now as we begin 2014.  At the end, we’ll also share with you our New Year’s resolutions.

First Up: PETER KOURETSOS

#5) MENA unrest expands:

2014 is going to be a record year for violence in Iraq (a great primer can be found here). Runner ups in terms of unrest and instability are going to be obvious, Egypt and Libya, where the money is running out and the governments being propped up at the moment simply are not working. There are also serious concerns of a security vacuum in Afghanistan with talks of a U.S. 2014 pullout if a Bilateral Security Agreement doesn’t get hammered out; failure here would mean Afghanistan spirals back to the way it was before the 2001 invasion and we’re back to square one.

Adding fuel to the fire in Egypt, the interim government backed by Sisi (who may very well run for President soon) and the SCAF recently declared the Muslim Brotherhood a terrorist organization. Both the Brotherhood and the government have reached a point of no return. By labeling the Brotherhood a terrorist organization and denying them any political voice, they’ve committed themselves to stamping them out for good; or risk them returning to power and destroying them. The Brotherhood, now backed into a corner, doesn’t have much to lose. And when one group has everything to lose while another has nothing to lose, it rarely ends well. It’s a very desperate situation. It’s a very…Syria(ous) situation…

Al-Qaeda is certainly not what it used to be after bin Laden’s death, but that does not necessarily make it weaker or stronger; it just makes it different. And if we don’t adapt to that, “different” will become “dangerous.”

2014 will be a “good” year for al Qaeda.  We will see a proliferation of small, local al Qaeda “units” that will take the jihad locally. This is not to say that some groups won’t target the U.S. directly anymore, but the emphasis will be local, where they can take advantage of economic hardship, weak, ineffective and unresponsive governance, and social unrest.  They have, for example, used Western Syria as a haven to launch operations into Iraq’s Anbar province, most notably in Fallujah.

Violence will grow and al Qaeda and its affiliates will grow.  The willingness of the U.S. and the Allies to devote significant resources to deal with these threats is not what it used to be (as opposed to right after 9/11).  To make matters more troublesome, the capacity for local governments and “partners” to pick up the slack simply isn’t there.  Turkey, Lebanon, and Jordan are bursting at the seams and risk becoming more unstable as they take in more refugees from the Syrian war, which is not ending any time soon.  If you want to know whether this new decentralized and fragmented al Qaeda is weaker or stronger than it was before Osama bin Laden’s death, you’re asking the wrong question.  It is certainly not what it used to be, but that does not necessarily make it weaker or stronger; it just makes it different.  In the environment described above, the so-called “al Qaeda 2.0” after 2011 becomes “al Qaeda 3.0” in 2014.

 #4) Consequences of an Iran deal:

As per the accord hammered out last November, Iran has halted its 20% enrichment and just began blending down its stockpile of 20% enriched uranium this January. The West has made good on their end of the bargain by lifting some sanctions.

Hassan Rouhani was elected for this very reason. Sanctions were biting and he has been tasked to stop the bleeding. He does not have the go-ahead from the Ayatollahs to completely eliminate enrichment, but the momentum is there in 2014 for a deal with limited enrichment in exchange for a seat as a member of the international community.

We will find very soon whether a nuclear deal with Iran is going to happen, maybe even by the end of the first quarter.  If it does, oil prices could take a hit when Iranian crude enters the market and the Saudis, Venezuelans and Russians will find themselves in a very difficult position. Petroleum exports account for a disproportionate amount of their national revenues because they have chosen not to diversify, mainly because they just never saw the need to.  Will they decrease production (and lower exports) to keep prices where they’re at now, or do they continue at current production levels and watch prices fall?

Either way, if a deal with Iran happens this year, the funds used to grease the wheels of these petro-states could begin to dry up. But if a deal does not occur, oil prices could spike, the potential for an Israeli strike will go up, the risk of other MENA states going nuclear goes up and the Iranians move much more quickly to a nuclear “breakout” capability.

3) Elections happening just about everywhere:

I know people are talking about U.S. Midterm Elections and are also on the lookout for anyone announcing a 2016 Presidential run, but I’ll let Dave take that one.  Pretty much any emerging market most investors have been talking about that can have elections this year is having elections. China is the exception here since they don’t have elections. I am also not counting Russia in this either.

A little under half of the world’s population will vote some time in 2014. The Economist breaks it down for you.

When I’m talking emerging markets I’m talking Brazil, Nigeria, Indonesia, India, South Africa, Columbia, Turkey (a full list here).  Many of these large economies have one thing in common: most of the parties in power now have been in power for more than a decade.  And for at least the past 10 years, the effectiveness of their governance has been questionable.  These countries are at a crossroads; a case in point is Turkey.  PM Erdogan must step down due to term limits but he can still win and hold the ceremonial office of President this year; we could see a Prime Minister-President seat-holding scenario similar to Putin’s Russia with Dmitry Medvedev.  But Erdogan’s AKP will still need to win local elections, and though they are still generally popular, recent discontent with the AKP’s strongarm tactics and a political crisis sparked by the Gezi Park protests could lose them some seats.

Brazil is another notable country with major elections to watch, and the World Cup (plus with the Olympics two years away) will add more to its complexity.  President Dilma Rousseff’s party will likely stay in 2014, but only because Latin American politics as a whole is uniquely more populist and often lacks strong opposition parties. Economic growth has also plummeted while public funds have been used to prepare the country for the World Cup and the Olympics. Extravagant stadiums next to run-down favelas will present the world with a Latin American version of Charles Dickens’ “A Tale of Two Cities.”

And as for the most populous Muslim country in the world in the ever-growing and important Southeast Asian region, Indonesia undergoes both Presidential and Parliamentary elections; it would do the United States some good if they re-engaged and reaffirmed their commitment to an Asia-Pacific “pivot.”  And although the popular topic right now is Ukraine, all eyes will be on Thailand as it navigates a political crisis between rival factions; it’s unlikely that an election will solve anything without an agreement between the clashing parties, and the risk of a military coup is always there.

#2 )Reforming China:

The Peoples Republic of China’s (PRC) Third Plenum launched significant and unprecedented political reforms that will fundamentally alter how China is governed.  In 2014 we will see the beginning of those, and consequently, the beginning of a new China. I’m still optimistic about China in 2014; the PRC’s resilience amid the decades of challenges it’s faced has been far too consistent to bet against.

By a show of hands, who’s betting against China in 2014? Nobody? Ok, cool, just making sure.

In Xi Jinping’s first year of governance, he’s engaged in more reform than in the PRC’s past 20 years.  This means real economic reform, a free-trade zone in Shanghai, anti-corruption moves, things that will get China on track for a serious restructuring.  But reform in China will make lots of people who have an interest in the status quo very unhappy. The Plenum was meant for Xi to consolidate as much power for himself to strong-arm these things through. The core issues and problems have never been external for China.  They have always been about, well…China. China’s core interests have always been domestic security and national unity. In fact, the new National Security body that was established after the Plenum, unlike ours, is focused on cracking down on internal matters like corruption, protests and unrest in the countryside.

China has greatly benefited from globalization, but they also have a long history of getting hurt when they expose themselves too much to the whims of other nations and foreign-based corporations that want to do business there.  The Opium Wars and the Unequal Treaty system during the 19th and early 20th centuries are the most popular examples of this.  This is why China has and will always be wary of any “comprehensive” and “binding” trade agreements and other multilateral treaties. China would much rather negotiate bilaterally, with one nation at a time, and on its own terms. So although the Bali talks and Doha give me hope for comprehensive international trade agreements, I’m not expecting China to commit to anything like it in 2014.

And if things get uneasy internally for China, with discontent and nationalism coming to a head, count on Xi and the Party to release some steam from the tea kettle and deflect those energies towards Japan and its neighbors who are suspicious of a more aggressive China. And in this kind of pressure-cooker environment, with all of their history and provoking the risk for a showdown with the Japanese as the Chinese reform process beings is real.

#1) The U.S. walks alone

The U.S. walks alone at the start of 2014, but it’s never time for it to throw in the towel. 2014 is a pivotal foreign policy year, and if they play their cards right, the United States can mitigate 2014’s risks and repair the damages of 2013.

Ok, Geopolitics 101 stipulates that there are exceptions to this: the British, the Canadians, the Mexicans and the Israelis. These relationships are maintained because of strategic choice and necessity, although there have been discussions about Israel’s discomfort with their U.S. relationship as of late.

Those exceptions aside, I am seeing signs that we’re beginning to live in a world where U.S. Foreign Policy has become less clear and less certain and decisive.  Our cuts in Defense and foreign aid make the rest of the world uneasy, and question our commitments. We’re also beginning to taper, and the money that used to float around and find its way to other nations’ markets isn’t going to be there anymore.  All other countries tied to the U.S. are concerned and are questioning the traditional terms of their relationship: South Korea, Indonesia, the Philippines, Brazil, Turkey, Saudi Arabia, UAE, Germany and France come to mind.  This includes trying to move away from U.S. standards in the global economy and changing the way they think about security, especially in light of the NSA revelations.  There is a level of uncertainty in the world that we have not seen in decades from the world’s only superpower, and I will be closely watching to see how this plays out in 2014.

Am I saying that the U.S. is in decline? No. I won’t go that far and jump on the bandwagon that started picking up steam during the 2008 financial crisis. The dollar is still strong.  The Chinese still want their kids to come to American universities. Any internationals who want to move their money out of the country brings it here.  We are still a safe bet. The legal system works and we are politically stable. In terms of U.S. innovation in energy, agriculture, biotechnology, nanotechnology, etc; the U.S. still dominates. The “dysfunctional Congress” even passed a $1.1 trillion bill that funds the government through 2014.  So no, America is not in decline. Its foreign policy is in decline. It is losing its ability to get what it wants abroad.

The same applies with Obama and Congress.  2014 will be the President’s last best chance to push an agenda for the rest of his term; after 2014 everyone gets so caught up in the election season that it’ll be difficult for his Administration to get any attention or support after this year.

As President Obama goes live in his State of the Union Address on Tuesday, his focus will likely be on the economy, the issues of growing inequality, a partisan Congress and a stagnant middle class, all important concerns.  But after all that’s happened in the last 6 months on the international front, pay close attention to which issues the President will emphasize besides the domestic ones.   I can’t say what he will choose as foreign policy priorities, but a comprehensive agreement with Iran on curbing their nuclear program, wrapping up Afghanistan and repairing the strained friendships with our allies would be a good start.  President Obama still has 3 more years in office, and second-term Presidents in their last couple of years in office often try and leave their mark on foreign policy.  And with the Obamacare rollout leaving a black mark on the President’s legacy, foreign policy can help save what’s left of it.  And I think he knows this.  And with all the talk about “national interests” in foreign policy discussions on the news, most Americans see the only “national interest” as nation building here at home. The polls speak for themselves: A majority of Americans are more disillusioned with the U.S.’s role abroad than ever before.  They just don’t see the point anymore.  And after Iraq and Afghanistan, “fughettaboutit” isn’t just a Brooklyn word anymore.  Let’s just hope that Obama doesn’t fughettabout foreign policy in 2014.

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Last but not least: DAVID KESSLER

#5) Pope Francis and the Catholic Church:

If I had to point to any one trend that I was most excited about or which I thought would be the most profound in 2014, it would be the current direction of the Catholic Church.  After emerging from the College of Cardinals as Pontifex Maximus only a year ago, Pope Francis (Formerly Bishop of Argentina Jorge Bergoglio) has already rocked the boat with his humble demeanor, his progressive tone when making remarks on various “hot topics,” and his focus on social justice for the World’s poor.  Furthermore, Francis was the first Pope to be elected from the Americas and is the first Jesuit Pope. As of late, Pope Francis has even been named Person of the Year by Time for 2013.  And as two young, Jesuit-educated, Christian gentlemen (Pete’s Orthodox and he’s excited for more Ecumenical dialogue between East and West now), we’re pleased with Pope Frank.

I see this pivot in the Church marking a major shift in how it will conduct itself in the 21st century.  While recent Popes have made significant strides toward modernizing the Church, namely Pope John XXIII and Pope John-Paul II, Pope Francis seems to be someone who can strike a balance of fully mobilizing the global youth who have been unable to identify with the Church as of late, while still maintaining the more “traditional” Catholic following.  From what I gather from Pope Francis’ various remarks, the Church will certainly be much more aggressive in the fight to combat poverty in the so-called, “developing,” world.  Furthermore, to conclude endless discourses on questions such as homosexuality, abortion, and other social flashpoints for the Church, the Pope will likely brush those questions aside in favor of addressing what he feels are the most pressing issues: poverty, faith, and community.  These are issues that he can unite the most people around and bring them closer to the Church, regardless of their views on the contentious topics.

#4) Syria:

Assad has taken some hard hits, but he has also been able to exploit and leverage the diverse conglomerate of rebel groups to survive. I don’t think he’s going anywhere in 2014.

The prolonged civil war in Syria seems to encapsulate many different global struggles, both direct and proxy.  There seems to be no immediate end to the fighting, and one can only hope that 2014 is the year that the bloodshed is concluded.  More broadly the Assad regime in Syria, assisted by both Hezbollah and Iran, is struggling to remain in power as an Alawite-led regime in the predominately Sunni state of Syria.  Meanwhile, the Sunni Arab States and al-Qaeda continue to push back against the regime and support the revolution.

Though I foresee a prolonged conflict in the Levant for a while longer, any victor in Syria (if there ever is one) would probably be Assad.  Although the international community has called for him to step down and/or negotiate a settlement, Assad and his regime have shown resilience and an incredible tolerance for pain; thus far this is evidence that he still commands substantial legitimacy among his supporters, and the state is robust enough to survive in 2014 and beyond.  In particular, the military seems to be generally supportive of his leadership, in contrast to what we saw in Egyptian in 2011, where the Egyptian SCAF refused to continue backing then-President Hosni Mubarak.  There have been some defections, but as long as the military remains with Assad, I do not believe he will be defeated unless a greater outside force (al-Qaeda or a foreign power) is able to bolster the rebels to overpower the Syrian military or dissuade them from supporting Assad.

#3) A Strained US – Russia Relationship:

Presidential Candidate Mitt Romney memorably stated in 2012 that Russia is, “without question our [the United States’] number-one geopolitical foe.” For the record, the jury is still out on whether this remark is true.  But as of late there have been many events to suggest that this Cold War mentality may be relevant.  Perhaps the most talked about man involving a deteriorating U.S. –Russian relationship, Edward Snowden, will continue to test US-Russia relations into the coming year.  The slight against the U.S. when Russia agreed to give him asylum against cries for “justice” in the U.S. is ever present. Furthermore, we still don’t know the true extent of the damage he’s done or what it is he took with him. Granting him amnesty is probably off the table at this point, since he’s been to two countries that are two of the U.S.’s greatest cyber-security threats (China and Russia). Continuing points from the previous stated trend, the Syrian Civil War is also an indirect struggle between Russia and the United States.  The United States has traditionally backed the most powerful Sunni nation in the region, Saudi Arabia, while Russia has traditionally backed the most powerful Shia nation, Iran, and consequently, Syria.  Thus, the war in Syria looks ever more like the Cold War-era proxy conflicts. As a positive, the recent deal for Syria to voluntarily give up its chemical weapons for destruction was jointly agreed upon between Secretary of State John Kerry and Russia’s Foreign Minister Sergey Lavrov has shown that we can find some common ground on some issues.

C’mon guys. It’s only awkward if you make it awkward.

During the upcoming 2014 Winter Olympic Games in Sochi, Russia may also display the status of relations between the two nations.  To prepare for Russia’s gig on the global stage, President Putin has granted amnesty to thousands of prisoners, including his biggest rival, oil-tycoon Mikhail Khodorkovsky.  This is an attempt to show that Russia has not receded to its harsh Soviet ways.  It should be noted, however, that these acts of “good will” may only temporarily improve Russia’s image rather than act as precedent for real reform within Putin’s Russia.  The US-Russian relationship will certainly make headlines over the upcoming year, but if the past is a judge for things to come, it looks like only headlines we’ll be reading will be about a stagnant or deteriorating relationship. Let’s hope at least for the former.

#2) A key year for the U.S. in 2014:

On the U.S. domestic front, another exciting year of political gridlock and debacle is on the horizon.  As President Obama enters the New Year with his lowest approval ratings since his inauguration, he will be quarterbacking the salvation effort for his signature legislation, the Affordable Healthcare Act (ACA, aka “Obamacare.”)   The website setbacks we’ve been reading about will be corrected in the coming weeks and Obamacare will receive its real test: whether the nation is willing to choose to enter healthcare exchanges or pay the penalty of not acquiring healthcare.  From my point of view, the ACA is here to stay and Americans will likely warm up to it if, and only if, enough people choose to enroll in Health Insurance rather than pay the penalty.  Whether the new system will work as efficiently or as cost effectively as legislators suggested is to be seen in the coming years.  However, the Democrats have been running on the ACA (or at least the idea of it) for nearly 50 years. They cannot afford for this to fall through. And it’s unlikely that Republicans will repeal it; it’s much easier to give out a social good than to take it away.  Thus, I would say that Obamacare is here to stay at least for the next 8-10 years.

Democrats, Republicans, and pretty much everybody else may be pointing fingers at each other, but one thing’s for sure: U.S. leaders have their work cut out for them in 2014.

On the flip side of American politics, the Republican Party will look to maximize the Obamacare confusion and win support to its cause while overcoming internal discord.  Within the party, two very distinct groups have emerged that are going to butt heads: the traditional “establishment” Republicans and the Tea Party Republicans.  Outspoken members of the Tea Party faction include Senators Ted Cruz, Rand Paul and Congresswoman Michele Bachmann.  Notable establishment GOP members include Senator John McCain and Governor Chris Christie.  While the traditional Republicans hold the majority of high ranking Republican positions, the Tea Partiers have secured some significant grassroots support.  The Tea Party’s most notable contribution (or lack thereof) to politics was their integral part in triggering the Federal Government Shutdown of 2013.  During this episode, the Tea Party legislators did exactly what they said they would do when running for their seats in government: attack the ACA by any means.  Unfortunately for both the nation and the Republican Party, this “noble stand” was a decisive defeat that cost the country weeks of Federal Government impotence.

From where I stand, the division and subsequent struggle for the Republican Party, ought to happen as soon as possible.  Political infighting followed by consolidation is nothing new, even internationally: Remember how Tony Blair led an internal movement within his Labour Party, moving it from the far-left/left to the center-left. And in 1997 the Labour Party achieved its first election victory since 1979.  Likewise, a strong leader from the center-right in the U.S. can assume a similar Tony Blair-like role over the party before the Presidential election of 2016 and move it in a more moderate direction.  The sooner and more decisive the struggle, the better.  A good barometer of this internal struggle will certainly be the upcoming 2014 congressional elections.

#1) Have No Fear, the Global Economy is Here!:

Finally, in regards to the global economy, I predict a very fruitful year.  [The majority of] Europe will return to greater prosperity and competitiveness than before the European debt crisis began.  The U.S will continue to grow its economy but it too must find solutions to reducing its public deficit so as to achieve sustainable economic growth.   The Chinese will continue to power forward with after a year of robust growth in 2013, although we’re beginning to see signs that they’re beginning to pump the brakes .  Japan will continue to be mired in its incredible public debt (which it will attempt to solve by printing more money) and oncoming demographic collapse (which can be mended by immigration reform, but probably little will be done to address that).  Russia and Brazil will get their time in the sun during the 2014 Winter Olympics in Russia and the 2014 World Cup in Brazil.  Both events will be great opportunities to show off the economic advantages for foreign investment in their respective countries.  Russia ought to seek continued growth, which has been strong since President Putin came to power. Brazil, on the other hand, has seen rather sluggish economic growth as of late and will certainly try to reverse that trend. As for the smaller economies of the world, they ought to perform positively if history is any judge of future trends.  Overall, the coming year will continue to see a dramatic reduction in Global Poverty and the world economy will grow substantially.

Nobody can account for all the bumps in the roads, and I’m sure 2014 will see its fair share of black swans. But the world will keep spinning.

IMAG1123

Two New Year’s Resolutions from two new graduates:
Pete: “Apply to Grad School in the Fall so I can defer my student loans next year!”
Dave: “See more friends and keep thinking scholarly and happy thoughts! We’ll get through 2014 everybody, let’s also try to enjoy it a little too!”

How to Argue with your family about Foreign Policy tomorrow: Thanksgivukkah Special

There are three things people always talk about: Sports, Politics and the Weather. This Thanksgivukkah you’ll be hearing about all three, so here’s a handy guide on how to hold your own against misinformed family and friends at the dinner table.

Guaranteed your first course is going to start off something like: “We don’t make stuff here anymore”

One of the most popular claims that I have wishbone to pick with is when people claim our country’s going to hell in a hand basket because everything’s made in China and all we have to show for it is a “service economy” that just gets us into financial crises. They’ll point out that there are fewer manufacturing jobs in the US today than there were when they were growing up. If you have your smartphone out, pull up this graph and tell them to give it a look:

Industrial Production...Manufacturing

Exports

However, like a good debater, you’ll concede that fewer people are employed in manufacturing today than “back in the day.” And you’ll even show ‘em the numbers to prove it:

All Employees...Manufacturing

The takeaway here is American manufacturing output is enormously higher today than it was 40 years ago [actually, ever…]. However, that growth is at the expense of fewer employees, which in economic jargon means increased productivity; doing more with less. This is because of all sorts of things, like improved business processes and technology to increase efficiency. So we DO make things, lots of things actually. It’s just that we make more things with less people.

Second course: “Jeez, you see Putin lately? Russia’s shoving our face in the dirt and looking better every day. Cold War all over again!”

International Badass? Absolutely. Geopolitical rival? Not quite.

I’m really not sure why Forbes called Putin the most powerful man in the world this year, maybe it has something to do with him being a real-life Bond villain or his Judo black-belt.  In all fairness, in terms of awesomeness and manliness, Vladimir Putin is the Russian Teddy Roosevelt. But back to the point. Snowden’s bound to come up in the discussion, but that’s small potatoes when you’re talking a geopolitical rivalry. The Russians also like to troll us every now and then, especially at the U.N. but that’s to be expected. But put this into some perspective: Russia’s latest achievement was persuading Obama to not bomb a country he didn’t really want to bomb anyway to preserve a norm that not really vital to the U.S. national interest. To call the Russian Federation a rival you’d have to prove that wherever we go, the Russians counter us. Latin America? No. Africa? Nothing. South Asia? Don’t see them. The only exception here is Central Asia, where all of the countries ending in “-stan” are. That’s it. Showing some graphs and numbers for this point is pointless. There’s not much to compare.

By far, the most heated topic is probably going to be: “Blehblehbleh [something about China]”

China may very well surpass the U.S. as the world’s largest economy, but let’s not eat all the stuffing before you get to the turkey here.

China is rising and taking over the world and the U.S. and the West is in decline. This is the debate of the century, something that’s been the topic of heated discussion by scholars, policymakers, academics, journalists, just about everybody. There’s no way you’re going to “win” this one.

But if you wanted to have an educated conversation about it, here goes nothing. In a Pew survey, 23 of the 39 countries surveyed said China is or will soon become the “world’s leading superpower.” By 2030 (or sooner for some) the People’s Republic will take over the U.S.’s role as the world’s largest economy. So it may actually become the world’s largest economy. But it will not become a superpower. Although it has seen impressive levels of growth over the years, China has its constraints too. China’s leaders know they must slowly reduce the role of the state in the economy; in other words a transition away from model that is too dependent on corporate and government investment. But that’s what the Communist Party has been running on since its inception, so there’s also an identity crisis surfacing. It’s also pretty clear that it’s fudging its growth data. It also doesn’t help that the proportion of the Chinese population of working age peaked in 2011 and has started decreasing in 2012. By 2025, 14.3% of the population will be 65 and over. An aging population will increase labor costs, reduce savings and investments, and strain healthcare and social welfare systems. Then there’s also the daily challenge of feeding 1 billion people and keeping them unrebellious. And you can’t really fudge your way out of that.

Fundamentally, the Chinese military has been, at its core, an internal peacekeeping force for the provinces. Though there are signs of China seeking to project power outward in the form of developing a blue-water navy, there are rivals in Japan, India, South Korea and a bunch of Southeast Asian nations. Territorial disputes are just part of the trouble. It’s uncertain how this will all play out, and then there’s always the North Koreans a wild card in itself. There are some choices that China has to make down the road if it wants to avoid a war.

Bottom line: Agree to disagree on this one. It’s kind of 50:50 here. Strong economy? Yes, but in many ways it’s still a developing country. Superpower? Maybe in the future, but not yet.