Ian Welsh

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

Category: Military Page 1 of 13

Has China Put America Into the pre-WWII “Japan Trap?”

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On October 20, 2025

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Most modern weapon systems require rare earths to manufacture, including expendables like missiles and drones. Rare earths are less mined than they are refined, and China controls over 90% of the refining capability. Rare earths are generally found in small amounts in other ores. For example, Gallium in Aluminum. To get Gallium, you have to refine mountains of aluminum. Gallium comes from Bauxite as part of the refining process.

Fifty grams of Gallium per metric ton of refined aluminum.

China produces 98% of it.

Now Canada used to produce a lot of Gallium, as a side benefit of processing a lot of aluminum. But Canadian aluminum wasn’t as cheap as Chinese Aluminum. And this is the problem, if you want to scale you need long term contracts not just for Gallium but the Aluminum. (Do you trust any contract underwritten by the US government? If so, many bridges are available for sale to you.)

Every rare earth has similar issues.

Now cast your mind back to pre-war Asia. Japan is kicking ass, especially against the Chinese. They’ve conquered Taiwan, Korea and South Manchuria. All of this requires lots of oil, and they buy that oil from America, primarily, which was the Saudi Arabia of the day. FDR (who hated the Japanese and was a Sinophile) cut off oil exports to Japan.

Japan had only so much in the way of oil reserves. It decided to use them to go to war, grabbing as much territory as possible, while they still existed. Some of their conquests: Burma, the Dutch East Indies, and Borneo, had oil.

The situation today isn’t identical. There’s no non-China rare earth production to seize. Everyone else is pretty much happy to sell to America, they just don’t have enough to matter.

 

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But what does matter is that if China’s rare earth ban continues, America loses the ability to make large volumes of advanced weapons. Every time I look into estimates of how long it will take to get rare earths production up and running the West, the optimistic numbers are at about ten years, with a median around twenty. China itself took about twenty years, in the 80s and 90s.

China is getting stronger over time. Everyone with sense admits that. Even before the rare-earth ban it was clear that the West is growing weaker. In ten years, let alone twenty, no one will be able to pretend America can win a war against China.

So the rare earths ban means that if the US wants war against China, it has to be soon. Within a year, I’d say.

Note that this isn’t just about China. The West supplies Ukraine and Israel, for example, with weapons which have tons (literally) of rare earths in them. The ability to keep doing this is being taken away.

Heck, forget arming proxies, the West won’t be able to produce enough missiles and drones and radar and so on for its own military needs, meaning its ability to project power and keep other nations cowed and in line will go way down.

(At this point many of you are thinking “and this is bad, how?”)

So this is fairly existential for America. Its ability to bully everyone is about to be reduced significantly for ten to twenty years, by which time all its enemies will be well supplied by the Chinese and Russians with weapons more advanced than American ones.

Use it or lose it. I suspect this may be part of the reasoning (by the few parts of American government capable of reasoning) around attacking Venezuela, for example.

But the reason that America officials are freaking out about the rare earth ban is it really does matter. That America and the West let themselves get into the position is insane, people (including me) were pointing out this vulnerability twenty years ago. But if there’s one thing the West can’t do any more it’s definitely think beyond three months or “but China’s rare earths are cheaper, so we can’t do anything!!!!!”

Assuming a war can be avoided, the best outcome here (but bad for most citizens of the West because there are a lot of civilian rare earth applications) is for China to just leave the restrictions on permanently.

Oh, and as a ray of sunshine. If the US can’t supply Israel with weapons and if Russia and China won’t, well… More on that later.

China’s finally flexing its muscles. It spent the last eight years, ever since Trump’s absolutely crazed and stupid Huawei sanctions, making sure it has all the trump cards and no significant vulnerabilities.

And it had done so. Goodbye (not) Pax Americana.

 

Hegseth’s Speech and Fitness Standards For Soldiers

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On October 2, 2025

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I took the time to read a transcript of Secretary of War Hegseth’s speech to the gathered generals and admirals. To my surprise, I agreed with a lot of it, though not all. The crazy bits, especially combined with Trump’s statements, are the talk of domestic enemies and using the military against them.

But most of the speech is about standards. No beards, no slobs, and most of all, fitness standards:

Because war does not care if you’re a man or a woman. Neither does the enemy, nor does the weight of your rucksack, the size of an artillery round or the body weight of a casualty on the battlefield who must be carried. This — and I want to be very clear about this. This is not about preventing women from serving. We very much value the impact of female troops. Our female officers and NCOs are the absolute best in the world.

But when it comes to any job that requires physical power to perform in combat, those physical standards must be high and gender-neutral. If women can make it, excellent. If not, it is what it is. If that means no women qualify for some combat jobs, so be it. That is not the intent, but it could be the result. So be it. It will also mean that weak men won’t qualify because we’re not playing games. This is combat. This is life or death.

And the thing is, I more or less agree with this.

But. (You knew there’d be a but.)

What fitness standards are really required?


The only major army, at war, to use a lot of women was the USSR. They weren’t allowed in all roles, but they were in some. Particularly famous were the snipers:

Roza was one of more than 2,000 female snipers trained and employed by the Soviets to put fear in the hearts of the invaders by striking thousands from the Germans’ “rations list.” Other women were even more deadly and more famous. Lyudmila Pavlichenko, for example, had 309 confirmed kills and was selected to go on a wartime goodwill tour of Allied countries that included a visit to Franklin Roosevelt’s White House.

The initial female snipers were individuals like Nina Petrova, who served as a nurse on the front, although she had been a physical education instructor who had trained marksmen before the war. At first, the Soviets had been reluctant to employ her as a sniper because of her sex and the fact that she was 48 years old.

But the nurse was persistent, got her hands on a sniper rifle, and eventually was given permission to “go hunting” in her free time. As her official kill tally mounted, she gained the go-ahead for further outings, and she began to teach frontline sniper courses.

Other units also set up similar frontline programs, and in March 1942, a Central School for Sniper Instructors was established in Veshnyaki near Moscow. Petrova, Pavlichenko, and other women on the front lines had already demonstrated their abilities and coolness under fire, so it was a fairly logical follow-through when the Soviet high command established a separate three-month-long women’s training program there in December 1942.

The Soviets thought that women made excellent snipers because they could handle cold better than men, and they were more patient and willing to wait for the right opportunities. The confirmed kill numbers on many of them were very high, in the hundreds, and there’s little question that unconfirmed kills were much higher.

That and other “decamping” events to the front lines led to further sanctions and an angry fit when a political commander refused to let her go on additional excursions. She was an adrenaline junkie who begged to go back on the front lines. “Some force draws me to the front lines,” she wrote. “I’m bored in the back. Some people say I just want to get back to the boys, but I don’t have anyone I know there. I want to see real war.”

In one frontline attack alone, Roza reportedly killed 54 Germans and captured three others. Those figures were not included in her official sniper tally but resulted in a front-page feature in a Moscow magazine. Her action prompted Soviet writer-propagandist Ilya Ehrenburg to “thank her 57 times over. She has saved the lives of thousands of Soviet people.”

I don’t have a strong view on this. I just suspect that there’s a sort of generalized misogyny at the heart of the MAGA movement, a resentment of women who “took our jobs” that will lead to the standards not actually reflecting the requirements of the field. Hell, I’m not even a fan of women in war (some latent chivalry from my upbringing, I suspect.)

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The snipers carried two grenades. One was to be used against the enemy, the second to avoid capture by killing themselves and hopefully taking some Germans with them. If captured they could expect rape and torture. (Many looted a German pistol and saved the last bullet for themselves instead.)

That said, fairness requires that those who can do the job and want to, be allowed to. The only thing that matters in war is if you can do what needs to be done. How many air force technicians are going to be separated because they’re a bit too fat, say? Does it really matter if they are? With widespread recruitment issues, can you replace them? The US military letting in more women and so on wasn’t just about “woke” it was about fairly consistent problems meeting recruitment goals with people who weren’t criminals or morons or who have serious health issues. Is it better to have American women serving, or to offer non-citizens a route to citizenship in exchange for service? (Hire mercenaries, in effect?)

Not, of course, that the US military being high functioning is in almost anyone’s interest, including most Americans. After all, Trump has deployed troops against Americans and wants to deploy more, against his domestic enemies. Nor has America been “the good guys” in many wars. America losing its wars, historically would have been good nine times out of ten. (Fortunately Americans have become better and better at losing wars.) Hell, America’s currently helping the Israelis commit genocide and a carrier task force is currently steaming thru the Med, perhaps to attack Iran again.

So perhaps Hegseth’s reforms will just make America’s military even crappier. Let’s hope so.

Care To Tell Me What Is Wrong With This Headline?

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On September 16, 2025

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Screenshot

Link to article here. 

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Euro Proposal For A No Fly Zone in the Ukraine: the Consequences

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On September 16, 2025

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In the aftermath of several errant Russia drones crashing into Poland, said nation’s foreign minister, Radoslaw Sikorski, invoked Article 4 of NATO, and whilst giving an interview to a German paper, called for  “a limited, NATO/EU-run no-fly buffer for drones nearing alliance airspace.”

Dmitri Medvedev, the former president of the Russiann Federation while speaking at a Russian Security Council meeting on Moday said that “Russia would consider NATO forces protecting Ukrainian airspace as a declaration of war. . . .”

Russia, it should be added, asserted that “that “no targets on the territory of Poland were planned for destruction,” and that the drones it used in Ukraine have a flight range of no more than 700 kilometers (435 miles).” I would add the Russian first deputy Permanent Representative  to the UN made a very good point in an interview this morning. He asked simply, “cui bono?”

Cui bono notwithstanding, a lot remains open for interpreation, especially without the evidence being reported on seriously and assiduously. (Which won’t happen in the West.) That said, the number of drones that landed or were shot down in Poland is troubling. Look at this map for a better idea of what worries me. I’ve heard several explanations, from Ukrainian spoofing and EW warfare, to a false flag operation. Spoofing, EW warfare, cui bono or false flag–any others?–really doesn’t matter. It is simply bad ju-ju for all parties concerned.

Regardless of what really happened, are we absolutely insane?

Have our diplomats and leaders lost all touch with reality? If we declare and attempt to enforce a No-Fly Zone over the Ukraine we are declaring war on the Russian Federation. Declaring war on a nuclear power that could absorb a full force first strike by the USA much better than we could absorb their very robust response is as stupid as someone with brains for dynamite who cannot blow the wax out of their ears if their brains exploded.

Thank heavens for the brothers Lieven, one, Dominic, is an historian of empire, the other, whom I will quote below, is foreign policy analyst that writes frequently for the site Responsible Statecraft. Anatol is an adult in a childish firmament of foreign policy know-nothings, like Kaja Kallas. As one Russian observer said about her: she is critically undereducated. But back to Anatol, as he writes on the drones falling in Poland: “We should remember that during the Cold War, there were a number of far more serious violations of air space by both sides, some of them leading to NATO planes being shot down and American and British airmen killed. These incidents led not to threats of war, but careful attempts to de-escalate tensions and develop ways to avoid such clashes.” What a mature idea. I wish we had more adults in the room, so to speak.

The whole Ukraine debacle has only unravelled our power faster than if adults were running our foreign policy. And a No Fly Zone over the Ukraine is the height of childish, bat-shit crazy ideas. But then, we have not had an adult running our foreign policy since George Schultz left foggy bottom on January 20, 1989. I take that back, the last adult to manage our foreign policy was James A. Baker, who left foggy bottom on August 23, 1992. It has been unipolar willy nilly serially destroying nation after nation ever since.

It has got to stop. I just fear how it ultimately will stop.

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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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How To Lose Allies and Create Enemies

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On September 7, 2025

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In 1936 Dale Carnegie published his seminal self-help work, “How to Win Friends and Influence People.” As a book dedicated purely to interpersonal relations I read it in my late-teens early-twenties and took a few damn good lessons away from it. But, I’m not writing today to discuss Dale Carnegie. I’m here to write the first chapter of a book entitled, “How to Lose Allies and Create Enemies.”

The American way of war and diplomacy (the two are inseparable, remember your Clausewitz) has grown too open-ended. We excel at the operational art of war and tactics, more often than not winning battle after battle. Yet, like Hannibal at the gates of Rome in the aftermath of Cannae we have forgotten how to turn tactical and operational victory into strategic peace. Part of this is we have, either consciously or unconsciously, forgotten question five of the Powell Doctrine: is there a plausible exit strategy to avoid endless engagement. This question represents to me the supreme invocation and obligation of every great statesman: prudence. Or restraint, if you prefer.

We also have fetishized, military, and military technology. Our armed forces call it total spectrum dominance. (If the technological advances made in the Russo-Ukrainian War are not giving our generals and intellectual colonels indigestion we are well and truly fucked.) This reliance on Big Data during wartime has made American generals dangerously indecisive while the sip coffee and wait for the accrual of more and more data. But, as U.S. Grant said, “in war anything is better than indecision. We must decide.” It has also made us forget the absolute supreme importance of strategy. Now, in warfare there are tactics, operations and strategy. But my focus here is more on the outright diplomatic arrogant dismissal of grand strategy since 1992. I ask each and every one of you who cares about the subject: have you heard any discussion anywhere in the last 30 years about what kind of grand strategy we should have?

No, you have not, which is criminal because American grand strategy has been the same, and should have remained so during the so-called Uni-polar Moment, for more than a century.

Since the days of the Great White Fleet 120 years ago the United States has had a simple grand strategy, one easily understood by a high school educated American citizen: no one power or coalition of hostile powers can dominate the Eurasian landmass. If that were to occur they would have the resources to invade the Western Hemisphere with ease. Full Stop.

Today Americans are so globally and geographically ignorant, enamored with their gadgets and so overcome with financial difficulties–all features not bug bequeathed by our ruling class–that this simple idea is now difficult to understand by the average Josephine.

How did we get here?

Two easy answers: first, thirty years of post-cold war dominance of global decision making. Decision making that made no consideration for consequences became the norm. Ignorance of future potential peer competitors become the norm. By this time the Neo-con influence of total dominance became the norm. These three norms led to serious incuriosity in our diplomatic and security apparatus, creating only careerists rising up the ladder. A true danger to national well being.

Second, and most importantly, we forgot the most important Iron Law of Westphalian international relations: great powers have no permanent friends (or enemies) only interests. After thirty years of attempting dominance and willfully or otherwise ignoring the Iron Law our power diminished and is now in visible decline. The consequences of this wearing before our very eyes is like a massive pile up on the opposite lane of interstate, yet our policy makers drive by the looming catastrophe (not even rubber-necking) laboring under the delusion that all is well and our unipolar world is robust and healthy. It most certainly is not.

With Xi Jing Ping’s announcement that it was time to bury the global rules based order, multi-polarity was born. The siege has begun. NATO is dead. Although the Shanghai Cooperation Organization is not yet the organizational security block opposing NATO it soon will be. Not in two years, but maybe five, certainly ten.

Let’s explore the SCO a bit.

The Shanghai Cooperation Organization was founded in June 2001 as a security organization to combat terrorism in Central and East Asia two full months before 9/11. Originally founded by China, Russia, Kazakhstan, Kyrgyzstan and Uzbekistan it now includes as full members the following: India, Pakistan, Iran and Belarus are now full members as well. Official observers are too many to list. See this link for details.

This week, under the auspices of the SCO, China, Mongolia and Russia, finally clinched the Siberian gas field pipeline deal. This is now the largest energy project on the entire planet. We have driven our adversaries into the arms of each other by our stupidity. Let me repeat that: our blistering arrogance first drove Russia into the arms of China by uparming the Ukraine. Now Trumps idiocy in levying secondary sanctions on the purchase of Russian oil has driven India into the arms of China and Russia. Ukraine was and is a corrupt failing state that we engineered a coup against a democratically elected pro-Russian president to install a comedian. All Russia asked for was Ukrainian neutrality but with every hi-tech NATO weapon in existence at his disposal the little comedian began his drama, thus precipitating a war that ultimately drove Russia into the arms of China. Even worse it ratcheted up an ongoing demonization campaign against China as an enemy because we just don’t know how to live in peace with anyone.

For now the SCO is still a security organization but it is branching out. Its first step is to become the Chinese engine of Eurasian economic integration. So to was NATO the European engine of integration in the beginning under the Marshall Plan. But China’s ambitions outstrip those of Truman’s era. The true driving force behind Eurasian integration is China’s Belt and Road project. This project which seeks to reintegrate all of Eurasia into a single Chinese dominated ecumene, barring Western Europe, is the single greatest threat to American sovereignty that we have ever faced. I do not overstate my case here. This is an enormous long-term threat we have no answer to as yet. I doubt we ever will which is why I have developed a mid-term peace plan that would prevent war with China. I’ll post it in the near future.

Regardless, I’m a sucker for Silk Road romanticism. I have traveled the length, width and breadth of the entire Silk Road: from China to Iran to Istanbul and finally Venice. But if the lands from Istanbul to China are integrated economically by Chinese power and infrastructure America—so long as we carry on with our now customary arrogance is mortal danger. In a word: fucked.

An example of the kind of fuckery we can soon anticipate—a danger I saw coming in 2015 when I noticed the ATMs in Kyrgyzstan, Kazakhstan and Uzbekistan no longer offered American Dollars but Chinese Renminbi—is the singular most important and major project discussed at the SCO Summit: creation of an alternative payment system to the Swift banking architecture of the west that emerged in the later years as an offshoot to the the Brenton Woods Agreement after World War II.

You know you want even more fuckery. So here it is: Xi has secured an agreement from all the members of the SCO to create an SCO Development Bank, which will rival the IMF and World Bank in the West. He’s been trying to secure this for a decade. Trump delivered it to him in a week of tomfoolery and double-speak on social media.

Need more? No problem. Another item up for discussion between several of the SCO countries was the Arctic: investments in the Arctic; how to exploit the Arctic; how to dominate the Arctic. Note: no Americans were at the SCO as observers, not even as a member of the Arctic Council. Think about that for just a moment. Our diplomats are completely ignorant of discussions that our allies, like the South Koreans are engaging in with the SCO. Is this diplomatic insanity, malfeasance, malpractice, or just outright stupidity? I report, you decide.

Another edifying aside of mass fuckery: at the beginning of Trump‘s second term Indian Prime Minister Modi visited Trump, and there was a palpable sense of excitement about Indian and American relations going forward. There is very real potential for joint naval and space operations between the two nations. Moreover, India could be the third pole we need to contain China. Thus, it was clear from Trump‘s first term that Modi and Trump had a good relationship. Of course, this says much, much more about Modi and Indian desires than it does Trump perspicacity (he probably doesn’t even know what that word means by the way). Nonetheless Trump outright betrayed Modi when he agreed to the EU and NATO levying secondary sanctions against China and India for importing Russian oil. This should come as no surprise. After all, Trump’s raison de vivre is winning the daily 24 hour news cycle first and foremost. Why not fuck Modi in the process of domestic glory? Thus he pushed a potential ally and leader of the largest population on earth into the arms of the SCO. And made him a star at the BRICS summit where he could ham it up with Putin and Xi.

Meanwhile, what about the Second Law of Westphalian politics? You know, the law of Unintended Consequences? Well here’s a whopper for you: the agreement of the Siberian 2 pipeline between Russia, China, and Mongolia will take all of the natural gas that has been sent to Europe for the last 50 years and will now send it to China and other places for the next 30. Europe is now paying four times what it used to for liquid natural gas that is being imported from the United States. It is looking at an extremely cold winter without enough energy and that is going to drive inflation. 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. The chaos of rising energy prices is devastating European industry. In the last year alone Germany has lost 196,000 businesses. I repeat 196,000 businesses in Germany closed in one year. That’s devastating to any economy, but Germany long the economic engine of Europe and the EU is deindustrializing for one simple reason: the destruction of the Nord Stream pipeline, which has been an absolute catastrophe for Europe. The United States is responsible for it.

As Kissinger said about being America’s friend, “The word will go out to the nations of the world that it may be dangerous to be America’s enemy, but to be America’s friend is fatal.”

The reason we don’t know how to live in peace with anyone anymore is that after the end of the Cold War, we reigned triumphant for 35 years and could do damn well whatever we want it all over the world and nobody could oppose us. Well after 35 years it becomes a habit and habits are hard to break, especially mental ones and that’s why our ruling elites are so delusional in their thinking about international affairs. We are now creating the very monster that can actually threaten our hegemony of the Western Hemisphere. This is the most dangerous possible time in American history when it comes to international relations, and we are being ruled by fools. I fear for the future more than anyone can possibly imagine.

Meanwhile, Putin is probably incredibly surprised at how easy it now appears to fracture NATO and to gain new potential allies in Eastern and Central Europe. We are also looking at the proto-formation of a Chinese-Russian-Indian entente. Consider the immense rewards Putin will gain after starting a small war that threatened not a single American vital interest? One in which Russia simply demanded neutrality from its neighbor. The war’s consequences have propelled Russia into a potential global order shifting alliance. This was not Putin’s original intent nor goal. But because the US, under Biden and now Trump, have scored so many “own goals” this is where we are.

The US now behaves much like Venice before the 1508 when the first Holy Alliance, formed by Pope Julius II, also known as the League of Cambrai came together. It took everyone in the European inter state system to band together to defeat Venice. Of course, Venetian behavior prior to the war against it had been high handed. They raised prices on spices, silk and all the goods they imported from the East at will, bringing penury to the elites of Europe, who were the only ones who could afford such luxury. Europe had had enough. The League included France, the Hapsburg Monarchy, the Papal States and the Spanish Empire. Venice suffered a chastening defeat at the battle of Agnadello in 1509. Before this alliance, no one could defeat the Serene Republic. The League of Cambrai did collapse over personality disputes, but not before they took Venice down two pegs. And this is when Venice began its terminal decline that ended when Napoleon overthrew the republic. But after 1509 world change seriously accelerated: Spain pilfered the New World and Portugal built a spice empire in the East by rounding Africa, conquering parts of India, destroying the Ottoman navy in the Indian Ocean and upon entering the Golden Chersonese, conquered the greatest spice entrepôt in the world, the city of Malacca and its adjoining straits, thereby dominating the spice trade from Indonesia. The arrogant behavior of Venice incited all the developments leading to lost income, increasing debt and decline, just as the US is doing now. Unintended consequences have a way of creating fuckery.

The US, however, unlike Venice, is not just passively letting these nations find common interests, the US under Biden and Trump has actively pushed them together. Secondary sanctions on India were a slap in the face of a natural ally of the United States. We already know what happened: Modi went to Beijing and held hands with Putin and Xi.

Own goal!

But the biggest problem we have, as I see it, is that the US can no longer be considered a ‘rational actor’ in the anarchic Westphalian state system presently in existence. Why? One word: Trump. Trump has three huge crippling defects as a leader. Number one: his biggest donors are hard right conservative Jewish dual citizens (Yeah, I said it. You can only serve one master. Fuck off if you disagree). Donors like Mrs. Adelson and others own Trump’s Israel policy. They drive the policy supporting genocide which is not rational by any stretch of the imagination. Second, Trump is one of those pusillanimous leaders in history who acts on what he hears from the last person he talks to. This is truly, epically bad. Third: TACO. Trump always chickens out. At heart the man is a coward. But as my great-grandfather told me, there is nothing more dangerous than a coward in a corner. We must endure three more years of this.

As the Guatemalans used to say during the years of genocide: la puebla es jodida.

Equal Tests For Men and Women in Front Line Combat Roles: Progress or Regression?

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On July 10, 2025

Comments

There has been a lot of back and forth about men and women being tested equally for front line combat roles.

First, let me make it very clear, I am one hundred percent for equality between men and women. I’ve worked under women bosses, had no issue with it. While at Morgan Stanley I had a woman business partner for a year and a half. It was a very sucessful relationship, we’re still friends.

I’ve learned a lot from the women in my life, begining with my mother; the vast majority of which has added significant value to my life. And although I can’t say much nice about my two ex-wives: I learned hard lessons from each of them as well.

Finally, I’ve no issue with men and women serving in combat roles together on the front lines. To put it at its most crude: a woman can stop a bullet just as well as I can.  But, and it is a big one, in any physical role in which men and women serve together as physical equals, they must be physical equals. Full stop.

So, this new army fitness test rolling out this summer is a very good outcome. 

Disagree? Please explain then.

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