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<blockquote data-quote="guido-f" data-source="post: 1798640" data-attributes="member: 15396"><p><span style="font-size: 15px"><strong>Current Context: Threats to the Imperatives</strong></span></p><p>Normally, Stratfor closes its geopolitical monographs with a discussion of the major challenges the country in question faces. The United States is the only truly global power in the modern age, but there are a number of potential threats to American power (as Stratfor founder George Friedman outlined in his book "The Next 100 Years"). Indeed, over the next century, any number of regional powers — a reunified Germany, a reawakened Turkey, a revitalized Japan, a rising Brazil, a newly confident Mexico — may well attempt to challenge American power.</p><p></p><p>But rather than dwell on the far future, it is more instructive to focus on the challenges of today and the next few years. Stratfor now turns to challenges to the United States in the current global context, beginning with the least serious challenges and working toward the most vexing.</p><p></p><p><span style="font-size: 12px"><strong>Afghanistan</strong></span></p><p>The war in Afghanistan is not one that can be won in the conventional sense. A "victory" as Americans define it requires not only the military defeat of the opposing force but also the reshaping of the region so that it cannot threaten the United States again. This is impossible in Afghanistan because Afghanistan is more accurately perceived as a geographic region than a country. The middle of the region is a mountainous knot that extends east into the Himalayas. There are no navigable rivers and little arable land. The remaining U-shaped ring of flat land is not only arid but also split among multiple ethnic groups into eight population zones that, while somewhat discrete, have no firm geographic barriers separating them. This combination of factors predisposes the area to poverty and conflict, and that has been the region's condition for nearly all of recorded history.</p><p></p><p>The United States launched the war in late 2001 to dislodge al Qaeda and prevent the region from being used as a base and recruitment center for it and similar jihadist groups. But since geography precludes the formation of any stable, unified or capable government in Afghanistan, these objectives can be met and maintained only so long as the United States stations tens of thousands of troops in the country.</p><p></p><p>Afghanistan indeed poses an indirect threat to the United States. Central control is so weak that non-state actors like al Qaeda will continue to use it as an operational center, and some of these groups undoubtedly hope to inflict harm upon the United States. But the United States is a long way away from Afghanistan, and such ideology does not often translate into intent and intent does not often translate into capacity. Even more important, Afghanistan's labor, material and financial resources are so low that no power based in Afghanistan could ever directly challenge much less overthrow American power.</p><p></p><p>The American withdrawal strategy, therefore, is a simple one. Afghanistan cannot be beaten into shape, so the United States must maintain the ability to monitor the region and engage in occasional manhunts to protect its interests. This requires maintaining a base or two, not reinventing Afghanistan in America's image as an advanced multiethnic democracy.</p><p></p><p><span style="font-size: 12px"><strong>China</strong></span></p><p>Most Americans perceive China as the single greatest threat to the American way of life, believing that with its large population and the size of its territory it is destined to overcome the United States first economically and then militarily. This perception is an echo of the Japanophobia of the 1980s and it has a very similar cause. Japan utterly lacked material resources. Economic growth for it meant bringing in resources from abroad, adding value to them, and exporting the resulting products to the wider world. Yet because very little of the process actually happened in Japan, the Japanese government had to find a means of making the country globally competitive.</p><p></p><p>Japan's solution was to rework the country's financial sector so that loans would be available at below-market rates for any firm willing to import raw materials, build products, export products and employ citizens. It did not matter if any of the activities were actually profitable, because the state ensured that such operations were indirectly subsidized by the financial system. More loans could always be attained. The system is not sustainable (eventually the ever-mounting tower of debt consumes all available capital), and in 1990 the Japanese economy finally collapsed under the weight of trillions of dollars of non-performing loans. The Japanese economy never recovered and in 2011 is roughly the same size as it was at the time of the crash 20 years before.</p><p></p><p>China, which faces regional and ethnic splits Japan does not, has copied the Japanese finance/export strategy as a means of both powering its development and holding a rather disparate country together. But the Chinese application of the strategy faces the same bad-debt problem that Japan's did. Because of those regional and ethnic splits, however, when China's command of this system fails as Japan's did in the 1990s, China will face a societal breakdown in addition to an economic meltdown. Making matters worse, China's largely unnavigable rivers and relatively poor natural ports mean that China lacks Japan's natural capital-generation advantages and is saddled with the economic dead weight of its vast interior, home to some 800 million impoverished people. Consequently, China largely lacks the capacity to generate its own capital and its own technology on a large scale.</p><p></p><p>None of this is a surprise to Chinese leaders. They realize that China depends on the American-dominated seas for both receiving raw materials and shipping their products to global markets and are keenly aware that the most important of those markets is the United States. As such, they are willing to compromise on most issues, so long as the United States continues to allow freedom of the seas and an open market. China may bluster — seeing nationalism as a useful means of holding the regions of the country together — but it is not seeking a conflict with the United States. After all, the United States utterly controls the seas and the American market, and American security policy prevents the remilitarization of Japan. The pillars of recent Chinese success are made in America.</p><p></p><p><span style="font-size: 12px"><strong>Iran</strong></span></p><p>Iran is the world's only successful mountain country. As such it is nearly impossible to invade and impossible for a foreign occupier to hold. Iran's religious identity allows it considerable links to its Shiite co-religionists across the region, granting it significant influence in a number of sensitive locations. It also has sufficient military capacity to threaten (at least briefly) shipping in the Strait of Hormuz, through which roughly 40 percent of global maritime oil exports flow. All of this grants Iran considerable heft not just in regional but in international politics as well.</p><p></p><p>However, many of these factors work against Iran. Being a mountainous state means that a large infantry is required to keep the country's various non-Persian ethnicities under control. Such a lopsided military structure has denied Iran the skill sets necessary to develop large armored or air arms in its military. So while Iran's mountains and legions of infantry make it difficult to attack, the need for massive supplies for those infantry and their slow movement makes it extremely difficult for the Iranian military to operate beyond Iran's core territories. Any invasion of Iraq, Kuwait or Saudi Arabia while American forces are in theater would require such forces — and their highly vulnerable supply convoys — to march across mostly open ground. In the parlance of the U.S. military, it would be a turkey shoot.</p><p></p><p>Mountainous regions also have painfully low capital-generation capacities, since there are no rivers to stimulate trade or large arable zones to generate food surpluses or encourage the development of cities, and any patches of land that are useful are separated from each other, so few economies of scale can be generated. This means that Iran, despite its vast energy complex, is one of the world's poorer states, with a gross domestic product (GDP) per capita of only $4,500. It remains a net importer of nearly every good imaginable, most notably food and gasoline. There is a positive in this for Iran — its paucity of economic development means that it does not participate in the Bretton Woods structure and can resist American economic pressure. But the fact remains that, with the exception of oil and the Shiite threat, Iran cannot reliably project power beyond its borders except in one place.</p><p></p><p>Unfortunately for the Americans, that place is Iraq, and it is not a location where Iran feels particularly pressured to compromise. Iran's Shiite card allows Tehran to wield substantial influence with fully 60 percent of the Iraqi population. And since the intelligence apparatus that Iran uses to police its own population is equally good at penetrating its Shiite co-religionists in Iraq, Iran has long enjoyed better information on the Iraqis than the Americans have — even after eight years of American occupation.</p><p></p><p>It is in Iran's interest for Iraq to be kept down. Once oil is removed from the equation, Mesopotamia is the most capital-rich location in the Middle East. While its two rivers are broadly unnavigable, they do reliably hydrate the land between them, making it the region's traditional breadbasket. Historically, however, Iraq has proved time and again to be indefensible. Hostile powers dominate the mountains to the north and east, while the open land to the west allows powers in the Levant to penetrate its territory. The only solution that any power in Mesopotamia has ever developed that provided a modicum of security is to establish a national security state with as large a military as possible and then invade neighbors who may have designs upon it. More often than not, Persia has been the target of this strategy, and its most recent application resulted in the Iraq-Iran War of 1980-1988.</p><p></p><p>Simply put, Iran sees a historic opportunity to prevent Iraq from ever doing this to it again, while the United States is attempting to restore the regional balance of power so that Iraq can continue threatening Iran. It is not a dispute that leaves a great deal of room for compromise. Iran and the United States have been discussing for five years how they might reshape Iraq into a form that both can live with, likely one with just enough military heft to resist Iran but not so much that it could threaten Iran. If the two powers cannot agree, then the Americans will have an unpalatable choice to make: either remain responsible for Iraq's security so long as Persian Gulf oil is an issue in international economic affairs or leave and risk Iran's influence no longer stopping at the Iraq-Saudi Arabia border.</p><p></p><p>At the time of this writing, the Americans are attempting to disengage from Iraq while leaving a residual force of 10,000 to 25,000 troops in-country in order to hold Iran at bay. Iran's influence in Iraq is very deep, however, and Tehran is pushing — perhaps successfully — to deny the Americans basing rights in an "independent" Iraq. If the Americans are forced out completely, then there will be little reason for the Iranians not to push their influence farther south into the Arabian Peninsula, at which point the Americans will have to decide whether control of so much of the world's oil production in the hands of a single hostile power can be tolerated.</p></blockquote><p></p>
[QUOTE="guido-f, post: 1798640, member: 15396"] [SIZE=4][B]Current Context: Threats to the Imperatives[/B][/SIZE] Normally, Stratfor closes its geopolitical monographs with a discussion of the major challenges the country in question faces. The United States is the only truly global power in the modern age, but there are a number of potential threats to American power (as Stratfor founder George Friedman outlined in his book "The Next 100 Years"). Indeed, over the next century, any number of regional powers — a reunified Germany, a reawakened Turkey, a revitalized Japan, a rising Brazil, a newly confident Mexico — may well attempt to challenge American power. But rather than dwell on the far future, it is more instructive to focus on the challenges of today and the next few years. Stratfor now turns to challenges to the United States in the current global context, beginning with the least serious challenges and working toward the most vexing. [SIZE=3][B]Afghanistan[/B][/SIZE] The war in Afghanistan is not one that can be won in the conventional sense. A "victory" as Americans define it requires not only the military defeat of the opposing force but also the reshaping of the region so that it cannot threaten the United States again. This is impossible in Afghanistan because Afghanistan is more accurately perceived as a geographic region than a country. The middle of the region is a mountainous knot that extends east into the Himalayas. There are no navigable rivers and little arable land. The remaining U-shaped ring of flat land is not only arid but also split among multiple ethnic groups into eight population zones that, while somewhat discrete, have no firm geographic barriers separating them. This combination of factors predisposes the area to poverty and conflict, and that has been the region's condition for nearly all of recorded history. The United States launched the war in late 2001 to dislodge al Qaeda and prevent the region from being used as a base and recruitment center for it and similar jihadist groups. But since geography precludes the formation of any stable, unified or capable government in Afghanistan, these objectives can be met and maintained only so long as the United States stations tens of thousands of troops in the country. Afghanistan indeed poses an indirect threat to the United States. Central control is so weak that non-state actors like al Qaeda will continue to use it as an operational center, and some of these groups undoubtedly hope to inflict harm upon the United States. But the United States is a long way away from Afghanistan, and such ideology does not often translate into intent and intent does not often translate into capacity. Even more important, Afghanistan's labor, material and financial resources are so low that no power based in Afghanistan could ever directly challenge much less overthrow American power. The American withdrawal strategy, therefore, is a simple one. Afghanistan cannot be beaten into shape, so the United States must maintain the ability to monitor the region and engage in occasional manhunts to protect its interests. This requires maintaining a base or two, not reinventing Afghanistan in America's image as an advanced multiethnic democracy. [SIZE=3][B]China[/B][/SIZE] Most Americans perceive China as the single greatest threat to the American way of life, believing that with its large population and the size of its territory it is destined to overcome the United States first economically and then militarily. This perception is an echo of the Japanophobia of the 1980s and it has a very similar cause. Japan utterly lacked material resources. Economic growth for it meant bringing in resources from abroad, adding value to them, and exporting the resulting products to the wider world. Yet because very little of the process actually happened in Japan, the Japanese government had to find a means of making the country globally competitive. Japan's solution was to rework the country's financial sector so that loans would be available at below-market rates for any firm willing to import raw materials, build products, export products and employ citizens. It did not matter if any of the activities were actually profitable, because the state ensured that such operations were indirectly subsidized by the financial system. More loans could always be attained. The system is not sustainable (eventually the ever-mounting tower of debt consumes all available capital), and in 1990 the Japanese economy finally collapsed under the weight of trillions of dollars of non-performing loans. The Japanese economy never recovered and in 2011 is roughly the same size as it was at the time of the crash 20 years before. China, which faces regional and ethnic splits Japan does not, has copied the Japanese finance/export strategy as a means of both powering its development and holding a rather disparate country together. But the Chinese application of the strategy faces the same bad-debt problem that Japan's did. Because of those regional and ethnic splits, however, when China's command of this system fails as Japan's did in the 1990s, China will face a societal breakdown in addition to an economic meltdown. Making matters worse, China's largely unnavigable rivers and relatively poor natural ports mean that China lacks Japan's natural capital-generation advantages and is saddled with the economic dead weight of its vast interior, home to some 800 million impoverished people. Consequently, China largely lacks the capacity to generate its own capital and its own technology on a large scale. None of this is a surprise to Chinese leaders. They realize that China depends on the American-dominated seas for both receiving raw materials and shipping their products to global markets and are keenly aware that the most important of those markets is the United States. As such, they are willing to compromise on most issues, so long as the United States continues to allow freedom of the seas and an open market. China may bluster — seeing nationalism as a useful means of holding the regions of the country together — but it is not seeking a conflict with the United States. After all, the United States utterly controls the seas and the American market, and American security policy prevents the remilitarization of Japan. The pillars of recent Chinese success are made in America. [SIZE=3][B]Iran[/B][/SIZE] Iran is the world's only successful mountain country. As such it is nearly impossible to invade and impossible for a foreign occupier to hold. Iran's religious identity allows it considerable links to its Shiite co-religionists across the region, granting it significant influence in a number of sensitive locations. It also has sufficient military capacity to threaten (at least briefly) shipping in the Strait of Hormuz, through which roughly 40 percent of global maritime oil exports flow. All of this grants Iran considerable heft not just in regional but in international politics as well. However, many of these factors work against Iran. Being a mountainous state means that a large infantry is required to keep the country's various non-Persian ethnicities under control. Such a lopsided military structure has denied Iran the skill sets necessary to develop large armored or air arms in its military. So while Iran's mountains and legions of infantry make it difficult to attack, the need for massive supplies for those infantry and their slow movement makes it extremely difficult for the Iranian military to operate beyond Iran's core territories. Any invasion of Iraq, Kuwait or Saudi Arabia while American forces are in theater would require such forces — and their highly vulnerable supply convoys — to march across mostly open ground. In the parlance of the U.S. military, it would be a turkey shoot. Mountainous regions also have painfully low capital-generation capacities, since there are no rivers to stimulate trade or large arable zones to generate food surpluses or encourage the development of cities, and any patches of land that are useful are separated from each other, so few economies of scale can be generated. This means that Iran, despite its vast energy complex, is one of the world's poorer states, with a gross domestic product (GDP) per capita of only $4,500. It remains a net importer of nearly every good imaginable, most notably food and gasoline. There is a positive in this for Iran — its paucity of economic development means that it does not participate in the Bretton Woods structure and can resist American economic pressure. But the fact remains that, with the exception of oil and the Shiite threat, Iran cannot reliably project power beyond its borders except in one place. Unfortunately for the Americans, that place is Iraq, and it is not a location where Iran feels particularly pressured to compromise. Iran's Shiite card allows Tehran to wield substantial influence with fully 60 percent of the Iraqi population. And since the intelligence apparatus that Iran uses to police its own population is equally good at penetrating its Shiite co-religionists in Iraq, Iran has long enjoyed better information on the Iraqis than the Americans have — even after eight years of American occupation. It is in Iran's interest for Iraq to be kept down. Once oil is removed from the equation, Mesopotamia is the most capital-rich location in the Middle East. While its two rivers are broadly unnavigable, they do reliably hydrate the land between them, making it the region's traditional breadbasket. Historically, however, Iraq has proved time and again to be indefensible. Hostile powers dominate the mountains to the north and east, while the open land to the west allows powers in the Levant to penetrate its territory. The only solution that any power in Mesopotamia has ever developed that provided a modicum of security is to establish a national security state with as large a military as possible and then invade neighbors who may have designs upon it. More often than not, Persia has been the target of this strategy, and its most recent application resulted in the Iraq-Iran War of 1980-1988. Simply put, Iran sees a historic opportunity to prevent Iraq from ever doing this to it again, while the United States is attempting to restore the regional balance of power so that Iraq can continue threatening Iran. It is not a dispute that leaves a great deal of room for compromise. Iran and the United States have been discussing for five years how they might reshape Iraq into a form that both can live with, likely one with just enough military heft to resist Iran but not so much that it could threaten Iran. If the two powers cannot agree, then the Americans will have an unpalatable choice to make: either remain responsible for Iraq's security so long as Persian Gulf oil is an issue in international economic affairs or leave and risk Iran's influence no longer stopping at the Iraq-Saudi Arabia border. At the time of this writing, the Americans are attempting to disengage from Iraq while leaving a residual force of 10,000 to 25,000 troops in-country in order to hold Iran at bay. Iran's influence in Iraq is very deep, however, and Tehran is pushing — perhaps successfully — to deny the Americans basing rights in an "independent" Iraq. If the Americans are forced out completely, then there will be little reason for the Iranians not to push their influence farther south into the Arabian Peninsula, at which point the Americans will have to decide whether control of so much of the world's oil production in the hands of a single hostile power can be tolerated. [/QUOTE]
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