Ian Welsh

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

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The Solution to The USA’s Taiwan Dilemma

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On September 11, 2025

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“The empire, long divided, must unite; long united, must divide. Thus it has ever been.”

三国演义 ~by Luo Guangzhong

Earlier I promised to post my plan to prevent a war between the United States and China over Taiwan. I’ve traveled and met with Taiwanese diplomats. They are some of the most sophisticated operators I’ve ever encountered. Taiwan is a highly advanced technological country. Very wealthy, with a sophisticated full coverage heath care system and a vibrant democracy. Furthermore, based on the Shanghai Communique issued on February 27, 1972 by Nixon and Mao, both mainland China and the USA formally acknowledged that “all Chinese on either side of the Taiwan Strait maintain there is but one China”.

The Communique goes on to state the US side does not accept a violent solution to the unification of the two parties and the Chinese side retains the option to violence if Taiwan ever declares independence, paraphrasing here, folks. It’s been a long time since reading my Kissinger.

Conversely, I have traveled seven times to China. Here is an idea most Americans will probably never understand. China’s potential to utilize enormous amounts of soft power is profound. This is based on China’s circular view of history and that China has been invaded and ruled by foreign powers many times in its history. In each and every case China has overcome said invaders very differently than the way the Russians have. Or anyone else for that matter. Where the Russians trade space for time to husband their resources for a great counter attack and push the invader out of the country, China seduces the invader, with its ancient, deep, amazing and incredibly seductive culture. I cannot emphasize enough the depth, breadth, and tantalizing sophistication of its culture, be it material, artistic, political or spiritual. I do, after all, practice Chinese Chan Buddhism in my own life. Every time China has been invaded and completely taken over by a foreign power this strategy works. Even today we’re watching Chinese movies on Netflix. That is the use and export of soft power. And unlike America, that has only 250 years of history to draw upon its soft power, China has almost 4000 years of history to draw upon. The efficacy of Chinese soft power is not to be underestimated. It is indeed seductive.

Now the question moves to goals and intentions. And here an understanding of Chinese history can aid us in a better understanding of the present Chinese leader, Xi Jing Ping.

What are Xi Jing Ping’s true goals? Simple, he seeks membership among the greatest of Chinese emperors. The greatest of Chinese emperors are judged by a single metric: did they unify all of China? As the opening sentence of the great Chinese novel, The Romance of the Three Kingdoms, I quoted at the beginning of this essay, unification is the way the Chinese see themselves when in a golden age.

This compulsion to unify all of China is the defining source of Xi’s ambitions. And that means Taiwan. Taiwan is the last remaining province of a fully unified China. China equal to that ruled by the Qin Shih Huang Di, the very first emperor to unify all of China, or the great conqueror Han Wu Di, or Li Shimin of the mighty T’ang or Zhu Yuanzhang of the wall building Ming. It is to this rank of Chinese men that Xi aspires.

What should America do? I have spent a lot of time thinking about how to avoid a war with China that most people are certain is inevitable. They call it the “Thucydides Trap.” But, if the study of history has taught me anything it is that nothing is inevitable, contingencies matter, and human agency means the most. We may live in a complex adaptive system, but nothing, nothing is inevitable. Therefore, America must find a way tone down its arrogance and find a way to peacefully unite Taiwan with China.

Here is how I would do it if I were president.

First, I would engage in a series of CBM’s (Confidence Building Measures in diplospeak) with Xi Jing Ping regarding our naval stance in the Straits of Taiwan. I would make it policy that no American naval ships traverse the Straits of Taiwan any longer. Then I would halt the sale of advanced weapons to Taiwan.

Second, I would begin preparing the Taiwanese to consider peaceful unification with the mainland along the lines of the British handover of Hong Kong to China in the 90s. I would make it clear that we would not consider unification unless Taiwan was allowed to keep its democracy, and democratic traditions for a minimum of 80 years. I would do this to assuage the Taiwanese about a possible authoritarian takeover of the island in the case of unification. China did one nation, two systems successfully once before. They can do it again.

Third, I would secretly engage Xi Jing Ping with the following proposal: the United States of America would fully encourage and accept the unification of Taiwan with the mainland under the following conditions. Number one, Taiwan would have three representatives on the politburo, one of which would be a power ministry, either interior, defense, or foreign affairs. My fallback position, which is my true goal of course, would be the acceptance of two politburo members from Taiwan, but I would not relent on one serving as a power minister in one of the three ministries aforementioned.

I am relatively certain that Xi and the current politburo would agree to this proposal. It would serve to put Xi in the exhalted ranks of Chinese leaders in which he craves to be included. Mos timportantly, it would not harm a single vital national interest of the United States. The Chinese might have a salient in the first island chain, that being the island of Taiwan, but the United States would still have Korea, Japan, Okinawa, and the Philippines. Not to mention the defenses in depth that the second island chain provides us in the Pacific ocean. Much less the great fortress of the third island chain of Midway, Wake and Hawaii. Defenses in depth matter much more than a salient in the first island chain.

Now, I recognize this goes against every national security intellectuals thinking. It is completely contrarian. But the more I’ve thought about it over the last few years the more I believe that is the best way to avoid general warfare between two nuclear great powers from the Straits of Malacca to the South China Sea and into the deep blue waters of the Pacific.

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Follow Up and And Reply On My “How to Lose Allies” Post

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On September 10, 2025

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First, I want to follow up on this: “I am due to have a conversation with a friend that lives in Denmark tomorrow and I’m going to ask him about energy prices.”

His reply, and I paraphrase as I did not record it or take notes: “if we still had to make our house payment, we would be totally screwed. The amount of money that we pay for energy now is about equal to what our house payment used to be. It’s about five times higher than it normally is, but what’s even worse is the high cost of energy filters out into everything in the Danish economy. A simple item like bread is three times higher than it used to be. Specialty items are three or four times higher than they used to be. Fish from fisherman that we go to the docks to buy from because we live on an island is four times more expensive because they’re paying four times more for the energy they’re using to go out and fish. It’s brutal and it’s all because the United States or somebody allied with it blew up the Nord stream pipeline. I try to keep my mouth shut about this because most people have drank the Kool-Aid, but I really hope Russia wins because I’m sick of all this global elite bullshit.”

These words were spoken by a well educated American married to a Dane with two teen-aged Danish children. If the Danish economy is suffering like this Germany must be fucked.

Where does Europe get its energy now? From the US, now exporting LNG (liquid natural gas) to Europe for 4x the price of Russian and Turkmen natural gas. Here is my question as a Texan: why haven’t natural gas prices risen in tandem with the export of the commodity? People I have asked who recieve natural gas royalties are pissed because there is no price increase pass through. So, owners of the wells are getting screwed and so are the buyers of the product. Welcome to Oligarchical America.

Next I want to address a handful of commenters in my post, best reprersented by Mark Level. He writes, in a very gracious and polite comment that he takes issue with my outline of American Grand Strategy. He notes, “This insane hobby-horse (or idee fixe, choose your metaphor) dates back far more than 120 years, probably 3x that long, and originates in British Colonial phobias about Russia and “the East” generally. Halford John Mackinder developed this lunacy & published it almost exactly 120 years ago, but it had a long pre-natal development among arrogant Imperial gits in Asia. (Gits and twits, upper-class British twits, like the Monty Python sketch.) See here, and the delightful childish fantasy of being Alexander Magnus from this Mackinder thought bubble . . . .”

Please note, first and foremost, I used the word hostile power or hostile coalition. Hostile being the primary variable.

I’ve read Mackinder’s works. Anyone who has traveled across the Silk Road pretty much has to read them. His idea is not necessarily original. It’s more a fusion of ideas that came out of the late 18th century and 19th century Western European dominance of the world that began, as I previously mentioned, with the defeat of Venice in 1509,  Portugal’s conquest of a Spice Empire, and its desrtuction of the Ottoman Navy in the Indian Ocean, thus having no rivals, and of course Spain’s rapacious theft of New World gold and silver.

During the 17th and 18th century, a new idea developed with the growth of the British Navy, who outstripped the Dutch and pretty much took over their empire. New York City was, after all, New Amsterdam. What these developments presaged was an idea that centered around the ascendancy of the Littoral powers over the Continental Empires that had ruled Eurasia for millenia. Gunpowder, boats, better firearms, better steel and in the New World, devastating disease leading to genocide in many cases up and down North and South America. The Littoral is defined by strategists “as those land areas (and their adjacent areas and associated air space) that are susceptible to engagement and influence from the sea.” Thus the emphasis on a strong navy by Alfred Thayer Mahan who proved just how dominant Littoral Powers could be. For a time, that is, only for a time, as I see it.

Add to this ascendancy the wars of the Western European powers of the United Kingdom, Spain, France, and the Holy Roman Empire primarily fought during the 18th century for two strategic reasons, primarily by two very different nations with very different vital national interests at stake.

One, was the United Kingdom’s insistence that no power could dominate the Low Lands of the Netherlands and later Belgium because if they could, it would threaten an invasion of the British Isles, plus their massive exports of wool textiles, fueling the nascent industrial revolution. Smart, if ruthless policy.

Second, we must understand France‘s main goal during the wars of this time (and for several centruies prior) was to ensure a divided Germany. So long as the German states were littered into 100 different little principalities France had nothing to worry about. Thus France could go on dominating the continent. The first seismic change to this was the War of the Sixth Coalition which saw for the first time Russia flex its true potential when Russian troops occupied Paris. France’s cataclysm occured not in 1941 but in 1870 with her defeat in the Franco-Prussian war. The result of which was Prussia unifying all of Germany into one empire, adding insult to injury by having the Kaiser crowned in Versailles and taking Alsace Lorraine away as its prize.

Fuse those two strategies together and it is not too far an intellectual leap, considering the Great Game going on at the time between the UK and the Russian Empire, for Mackinder to conjure up his ideas. Were his ideas taken up by the United Kingdom? You bet, but by 1917 when it was clear that the United Kingdom could no longer maintain the balance of power in Europe and the United States had to intervene, (everyone should read AJP Taylor’s magnum opus, The Struggle For Mastery in Europe, to understand the balance of power and its collapse in 1917) US foreign policy intellectuals adopted it. And rightly so.

I think it’s the correct idea. But my reasons for thinking it’s the correct idea are not gonna make many of you happy. You might have to face some hard truths. Oh yeah, I did tell you I was a Realist in the old school manner of the word? In fact there have been a few times when Ian has chastened me pretty seriously for my realism. With that admisssion I will make another one: I don’t mind the criticism from Ian or from others. Ian is probably the smartest person I’ve ever met in my life and I listen to what he has to say. And when I say listen to him, I mean, I consider his words deeply. A man who cannot change his mind will never change anything. Nevertheless, I digress.

Here are my reasons for why I believe the prevention of a single hostile power or coalition of hostile powers from dominating the Eurasian landmass is smart policy. Please, if you take anything away from this sentence, take the meaning hostile. 

Number one: the Monroe Doctrine. Oh, I hear you screaming already. But the fact is that if this were not “our” hemisphere, not a one of us would have the standard of living we do today. Our hegemony of the Western Hemisphere is the primary foundation of our wealth and our power. You might not like it. I grimace frequently at the crimes we comitt to protect it. But, the Westphalian System is not built on justice. It is built on the acceptance of international anarchy. Each nation to its own. There is no single sovereign power governing planet Earth. Thus, violence is the supreme authority from which all other authority is derived. Is this a grim Hobbesian outlook? Yes. I don’t like it and I’m pretty sure you don’t either. But as a realist, I take the world as it is, not as I desire it to be. A hostile power or coalition of hostile powers that dominate Eurasia can take that hegemony away. You might not like it but trust me when I say you don’t want that to happen.

Second, a hostile power or coalition of hostile powers that dominate Eurasia can take more than our hegemony away, it/they can invade us. We don’t want that either. Thus we have a powerful navy that projects power to keep Eurasia divided–for the time being, because I think if we get into a war with China, their indirect way of war–read your Sun Tzu–will probably outwit us on the high seas. I’ve spent a great deal of time in China and have a healthy fear of their capabilities. However, my greatest fear is that in our arrogance we will engender the very hostility we must prevent and by our own devices bring about the doom we should seek to avoid. We have lost our edge, our generosity of spirit and our understanding of power. We have become a mean spirited, two-bit, cheap and vulgar people. And sadly, because so many of us are beaten down economically by rich elites who are delusional, we’re going to lose a big war in a painful way. A war that could be avoided, but probably won’t be. I hope I’m wrong, but don’t think I am.

That said, these very wise words, written by Robert D. Kaplan recently, convey the gravity of our present predicament, “There is no prediction. It is only through coming to terms with the past and vividly, realizing the present that we can have premonitions about the future.” Moreover, as a wise woman wrote about history, “the more I study history, the more I learn the art of prophecy.” Deeply contradictory statements, yet both true in their essence.

Are we any more perceptive now about what awaits our planet than were the Russians of 1917, or all of Europe in 1914, and, for that matter, the Germans of the 1920s and the early 30s?

Do we honestly think we know better than they did? With all of our gadgets and our technological triumphalism I bet you there are a handful of you out there that think we do know better than they did. I hate to disappoint you, but we don’t. History is the story of contingency and human agency, not inevtiablity.

So, there it is. Rip me to shreds if you wish. I’ve suffered enough Shakespearean arrows of outrageous fortune in my 54 years to handle it. In fact, I welcome your ideas and if you got this far I’m grateful for your time.

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America’s In the Position the USSR was in the 80s

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On March 24, 2025

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Back in the 70s and 80s, the USSR’s economy was in terrible shape. It hadn’t always been, that’s a triumphalist myth: for a long time it out-performed the West, and economic textbooks of the 50s discuss the problem that the Soviets were growing faster than we were.

So Reagan’s administration came up with a plan: they’d increase defense spending, the Soviets would have to do the same, and the strain would screw over their economy. There’s various arguments, but it seems to have worked.

Recently Trump suggested that Russia, America and China all cut their defense spending in unison. Russia was interested, China said no.

Now, of course, the US spends way more than anyone else on its military, but that’s mostly because it over-pays for everything because of vast corruption.

But the real issue here is that China is a rich state, and the US is not. Forget GDP, it’s completely misleading. China is ahead in everything that matters: 80%+ of tech fields, has more population and the largest industrial base in the world and it’s the main trade partner of more nations than anyone else, including America.

This graphic is illustrative, but it applies to everything except planes and launch capacity, and soon it will apply to them too:

As Keynes once said, “we can afford anything we can do.” The corollary is that we can’t afford anything we can’t do. China can afford almost anything because it can do almost anything. Within four years it will have cheaper and more lift capacity than the US. Its civilian airliner industry is taking off, it’ll take longer, and the competition is Airbus, not Boeing, but they’ll win that competition too: even if Airbus avoids the Boeing quality collapse, Chinese jets will be cheaper and about as good.

China can easily afford its military budget. I’d guess it could double or triple it and be OK. The US is struggling: the Trump cuts are a reflection of that, and are at the same time reducing government capacity, of which China has plenty, and unlike America government, they’re competent and at this point not even very corrupt and what corruption does exist is honest corruption—you can take a cut, but you have to deliver on time and on budget.

So China’s laughing at America. “No thanks. We’ll just keep out-producing you and we know you can’t keep up, but feel free to try.”

 

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What if We Threw a Civil War and Nobody Came?

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On August 28, 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

25% were armed;

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

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

Only 35 of the 716 individuals were identified as unemployed;

22.2% had a criminal record.

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

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

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

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

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

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

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

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

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

MORE BUDGET, MORE POLICE POWERS

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

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

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

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

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

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

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

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

But that’s a big if.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

…

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

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

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

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

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

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

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

 

When And Where Will A Great Power War Happen?

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On March 13, 2024

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I was asked this question by a friend today and I found myself uncertain if there would be a great power war or not.

My thoughts were roughly five:

  1. The US can’t win a war with China or Russia, in my estimation. Russia by itself is outproducing all of NATO by about 7:1 in terms of munitions. China has so much more industrial capacity that it’s insane. China won’t let Russia be taken out, if it has to it will intervene, in my estimation, because if Russia falls, it’s next. Russia provides the feed, fuel and mineral reserve it needs, in a form which can’t be interdicted by naval power.
  2. If there is going to be a war, the sooner it happens the better America’s chances, but right now, munitions are so depleted by Ukraine and Israel, that a war is essentially impossible. Since NATO can’t restore its munitions at current rates without years of effort, and has shown little ability to ramp up production, that means by the time the US/NATO is read for war, it’ll be even weaker comparatively.
  3. Western elites are incompetent idiots at anything but keeping power and accumulating wealth in their own nations. They continually blunder into wars they lose, they’ve shipped their industry to China, they’ve spent three generations systematically weakening their nations in pursuit of profit and power.
  4. Western elites also display breathtaking arrogance and assurance of their power and their ability push other people and nations around. They believe in their superiority and are isolated from any feedback which proves otherwise.
  5. Historically, great power transitions usually include large wars. Not always, but about two-thirds of the time. (Thucydides Trap, by Graham Allison goes into this in detail.)

Basically, the US is like Japan pre-World War II: powerful military, no way to keep up with losses during a war. Yamamoto famously noted that it was impossible for Japan to win against America, and was ignored. So the tiny island nation went to war with a continental power with far more manpower and industry than it had, and lost. America today is comparatively stronger than Japan was, but by less than people think, especially if China gets involved.

If there is a war, it could explode in any number of areas: Taiwan and the Lithuania/Estonia are possibilities, but if I had to lay a single bet I’d bet on Iran. Russia, China and Iran are currently conducting naval exercises together. Iran came to Russia’s aid in a big way during their war with Ukraine. Israel recently attacked Russia diplomatically, burning the good will there and Russia is hosting meetings between Palestinian factions to help them get over their differences so they are stronger. Iran has substantial industry, since it was blessed by American sanctions and is large enough to develop anyway. America is currently showing that its government is completely controlled by Zionist interests.

Iran is powerful, but it may look like a target America can win against.

Except that Russia and China aren’t likely to let that happen. If Iran looks like it will really lose, Russia might even intervene militarily.

But truthfully I don’t know. Americans would be insane to pick a great power war: the odds against them are way too high, even now.

But American elites are insane: completely out of touch with reality beyond their own inbred elite circle. They’ve been the world’s greatest power for as long as they can remember, feel entitled to the spot, and may not give it up without a fight.

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The Coming Draft And The Future Of Coercion

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On March 1, 2024

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So, the American military can’t make its enlistment quotas:

According to widely-reported leaks the US Army missed its recruiting target by an enormous amount in FY23 and will shrink by some 24,000 people going into 2024 – over 5% of its end strength. Apparently most of the positions being cut are already empty.

It’s no mystery why this is happening – most of the recruiting crisis is attributable to a catastrophic drop in accessions among white men. This is a huge demographic which disproportionately seeks to join the combat arms, so the impact to the Army’s combat power is disproportionately large even in comparison to those bleak numbers.

The usual explanation given for this is the one given at the link: it’s primarily about woke politics.

I’ve spent some time hanging around where US veterans talk, and there’s something to it. The people who aren’t enlisting seem to be disproportionately the children of previous veterans: those veterans used to encourage their children to enlist, now they are telling them not to. These are often families where members have served for generations.

But it’s not all culture war, and I’m not sure it’s even primarily culture war: complaints about under-pay, terrible base housing (including black mold) and forever-war abound. The only really good thing the army has going it for it now is that it still pays for college— or that’s the consensus. And enlistment issues were developing under Trump, even before Biden, it’s not primarily a partisan issue.

None of these problems can be easily fixed. The US military budget is already huge, but raising pay would require paying less for equipment and to contractors, and that’s how politicians, important donors and ex-generals get rich. Fixing bases might be slightly easier, since it can be done by contractors, but it’s not as high return to the political donor class as vastly over-priced equipment and shitty weapons. As for Forever War, well, the neoliberal and neoconservative factions are united in support.

There are two obvious solutions. The first is a draft and there has been floating of the idea. I think it will happen. Among the veterans and military hangers-on there’s a lot of doubt about it for a variety of reasons. It would require the army to organize to work with a draft, among other things, but one criticism is that it would be hard to enforce the draft because America is full of dangerous men with lots of guns and seizing people off the street the way the Ukrainians do wouldn’t go well.

I tend to agree, but that’s not how it will be done. Instead, if you don’t report, they’ll freeze all your accounts and forbid all financial institutions, including credit card companies, paypal and crypto exchanges from doing any business with you, including transferring money or even cashing endorsed checks (though checks are barely a thing any more.)

If your family aids and abets you, well, the same thing can be done to them.

This was pioneered en-masse during the Canadian truckers protest. I didn’t like the protest, but the way it was shut down was absolute totalitarian garbage. It worked, though. People can’t survive without money in this economy, and the cash economy is miniscule. Back in the late 80s I lived in it for a while, and it was easily do-able with very minor sacrifices, at least at the lower-class level. Tons of businesses would accept endorsed checks and checks were the main way wages were paid, for example. Landlords would take cash and didn’t sneer at it, nor did they check your credit rating. Full time jobs even existed which would pay in cash, and tons of part time jobs and casual labor paid cash, plus every business accepted it.

Now, not so much. No need to go into details, we all live in our near-post-cash shitty economy.

The reduction of the cash economy is the hall mark off all semi-totalitarian systems: systems which want to enforce how you spend your money and how you get paid. Much as I like them in other ways, this includes Scandinavian systems and much of Europe. Almost the first thing Modi in India did was remove all large bills from circulation, this was part of his authoritarian bent, and was economically disastrous.

Paper cash is freedom. Centralized electronic exchange is tyranny. As with all tyranny, it’s great for strop crime, but “crime” is defined by politicians and judges owned by oligarchs. Not sending your child to die for your country? Crime.

Now the second way around this is still not quite possible, but it will be very soon: autonomous killer robots. I remember reading that in the invasion of Armenia some people were killed by them, but they’ll soon be mainline because they are resistant to jamming and they don’t require operators.

Internally this is great: you don’t have the “will they fire?” issue that troops and even cops sometimes have when faced with dissent. All you need is techies to maintain and program them and someone to give the orders, none of whom have to be right there doing the killed and hearing the screams of the people they’re killing, right up and personal. Plus there’ll be lots of profit opportunities for the oligarch class, retired generals and politicians and their families.

Externally it’s great too. Who cares if your population won’t sign up for forever war killing gooks who never did anything to you?

Welcome to the future of war. Join the military or starve, and, increasingly, be killed by a robot.

(This will be a brief era, though it will seem long to live thru. Civilization collapse will deal with it, though not as fast as we’d like. Now that they’re perfected, drones/robots are not that hard to build. Rescue from them will probably require collapse of the semiconductor or battery industry.)

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Osama Bin Laden: The First Great Man Of The 21st Century

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On September 11, 2023

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Let’s get the obvious out of the way: Osama Bin Laden was not a good man.

Great is not a synonym for good. Genghis Khan was a great man. Hitler was a great man. FDR was a great man. Ivan the Terrible was a great man. Queen Elizabeth the first was a great woman. Of the five, only FDR was a good person.

Bin Laden didn’t quite win (though the jury is out), but he did accomplish much of what he wanted. His theory was simple: the US, the far enemy, was why when pious Muslims tried to reform their societies, they lost. The US supported the local governments or conservative/sell out forces, and with that support, the governments won.

This theory is a good one: it’s mostly true.

Bin Laden fought as one of the Mujahadeen against the USSR. He lead troops from the front. (He was a brave man, something most Americans refuse to admit.) He believed that the USSR broke up, in large part, because of their loss in Afghanistan. Pouring so many men and resources into the Afghan war put enough additional strain on the USSR to be decisive.

This theory is a good one: it has a lot of truth to it (though it’s only partially true.)

Osama also believed that the US military was fundamentally weak: they were good at battles and awful at prolonged combat. They were not tough: they could not win large-scale guerilla wars. Against tough warriors who wouldn’t give up, like the Vietnamese, they would eventually lose. This would destroy the myth of American military superiority.

So Osama’s plan was to suck the US into a war it couldn’t win, in Afghanistan. 9/11 was the method and it worked.

The US, under George W. Bush then also invaded Iraq, a self-inflicted wound.

And Osama was right, though more in Iraq than Afghanistan (which was fought more on the cheap.) The US won the initial battles, was bogged down and eventually forced out.

The cost was astronomical, and it did damage America, distracting America from its bleeding economic and social ulcers, and its real danger: China and the US. The money and men spent in Afghanistan and Iraq and in the endless “war on terror”; the attention paid to it, changed America in ways which made it weaker.

It didn’t, directly, cause the US collapse. America was stronger than the USSR had been in the 80s.

But Osama got much of what he wanted and planned: his wars; America defeated militarily, and America weakened. He found America’s trigger button and pushed it, and America acted as he wanted.

That he later died means nothing. His greatness was in making the greatest power of his time dance to his tune, and in so doing weaken itself.

The War on Terror was a great, essentially self-inflicted wound. Osama could never have damaged the US so much if America had not cooperated, but it did, because Bin Laden understood America enough to make it do what he wanted.

Bin Laden isn’t in the first tier of great men and women, but he qualifies for great: he made the world dance to his tune.

It’s important to recognize this. We can say of someone that they were evil and great. We can admit someone’s virtues if they are our enemies. If we can’t, we will underestimate them, and underestimating an enemy is sheerest stupidity, and a constant American vice.

You grant your enemies their greatness, or you are a fool.

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Dog Bites Man: The US (With Foreign Allies) Did Blow Up The Nord Stream Pipelines

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On February 9, 2023

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I mean, I feel kind of lame for even posting about this because unless you were stupid (or on the payroll) you knew it was either the US or an ally, and if an ally the US was involved.

Turns out it was the US and Norway. Seymour Hersh.

Of course he had to post this on his substack because not a single mainstream outlet will publish it.

A Dalek commented how surprising the CIA’s competence was in this operation, but what I find interesting is how effective media control is now: if no one will cover it, did it even happen? The level of control over the media is astounding, and the majority of it is tacit, I doubt the CIA had to call outlets and say “don’t publish Hersh”, the people in charge know what their job is and do it without any threats, then see themselves on the same side as the CIA and if a truth is too inconvenient, well, it isn’t important.

It really does remind me of the early post 9/11 and Iraq War period, where you just couldn’t tell the truth and be heard on anything mainstream, and trying was a career death sentence.

And yeah, I do think this is worse than it was in the past. The old media was corrupt and often complicit, too often, but it wasn’t this bad. A combination of almost every media asset being owned by just a few companies and the Ivy League takeover of journalism jobs, which used to be working class, has made the vast majority of the media little more than collaborators with the powers that be.

I’m a bit of a broken record on this, but I still find it extraordinary that they lied about Corbyn about 80% of the time. Amazing.

Anyway, Norway (who made 40 billion more a year from taking sales from Russia) and the US who has also made a mint selling Europe natural gas, turn out to be the nations responsible for destroying Nord Stream, which I’d say was an act of war. Turns out the nations with the most to gain were the criminals. What a surprise. (Though I did think Poland might have been involved, as they had other things to gain. Turns out greed was the primary factor, not ideology.)

Dog bites man. It is tedious that this had to be proved. The amount of cycles wasted by intelligent people proving what is obvious to anyone who isn’t a moron or dishonest is pathetic. (And this nonsense is why I rarely bother proving the obvious any more. It’s just meant to waste cycles and anyone asking for proof of the obvious is not an honest interlocutor.)

Note: corrected “cover” to “publish”, which was my original intent.

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