Ian Welsh

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

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

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On September 10, 2025

23 Comments

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

27 Comments

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

22 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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Losing Our Asian Allies – And Fast

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On June 25, 2025

32 Comments

Ian in his last post mentioned that our Asian allies are slipping away from us. While we pretend to strategically re-orient the Japanese are engaging in massive rearmament begun by Abe and being continued by the current government. Japan has lost confidence in the American security umbrella because of the deceit we’ve displayed in foreign relations. The Koreans? I lived in Korea. They’re simply apoplectic. Some are even at the point where they are willing to consider a loose confederation with the north, an entente of sorts so the South has the protection of the North’s nuclear umbrella and the North gains goods and services from the South.

This is simply unheard of. When I talked to one of my former students who now works in the foreign ministry and he told me this I was gobsmacked.

Ian’s correct. For 400 years the balance of payments from the rest of the world went to the Littoral seapower states. For the last 50 years the balance of payments has been reversed.  All that gold is going back home. In one generation the United States has squandered all the goodwill and wealth it received during WWI and WWII. China in the last 50 years has lifted more people out of poverty than the rest of the world did during all of recorded history. Chew on that stat for a moment.

I will be visiting China and South Korea to do a 20 year retrospective tour and a 30 year retrospective tour on the former and the latter. I don’t know what to expect, but I remember China 20 years ago and being blown away.

The USA is in deep strategic shit. For 200+ years our power has been based on our complete hegemony of this hemisphere. For 75 of the last 100 years our main strategic goal has been the prevention of one power or an alliance of powers attaining hegemonic power over the Eurasian landmass. In the last six years we’ve abandoned that VITAL national interest for what? We’ve driven Russia into the arms of China. India lost all confidence in us. Now East Asia has.

If a single power or coalition of powers dominate the Eurasian landmass our two oceans will not protect us.

It appears I might have been wrong about the Israeli-Iran pissing contest being the opening act of WWIII. Good. What it really feels like is the first Balkan War in 1912. The calculus is being made in Beijing. And Tokyo. And Seoul. And Taipei. We lack the ability to protect our allies conventionally. And no one wants nukes.

I don’t have any smart quip to conclude with except a Spanish expletive, “la puebla es jodida.”

You get the idea.

TACO Trump Bombs Iran

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On June 23, 2025

47 Comments

If you’re getting a bit tired of Iran all the time, so am I. We’ll see if we can slip in an article on something else.

In the meantime, Trump hit Iran’s nuclear enrichment site. As best as I can tell, the attack was ineffective and did essentially no damage. Even if it had, Iran’s highly enriched, 60 percent stockpile had already been moved. I’ve seen Israel claims they know where it was moved, but there’s a good chance they’re lying. If the Iranians are smart, they’ve split it up, and made sure that only a few people know where each package is, and further that no one knows where all the packages are, which doubles as, “If you hit it, you lose your spy.”

Iran’s parliament has passed a motion asking to close the Straits of Hormuz; it’s waiting for Khameini’s approval. Some ships appear to be already turning away. Parliament is also planning to vote to end Iran’s cooperation with the International Atomic Agency, which is exactly the right thing to do, as they’re both politicized and almost certainly spy for the Israelis and Americans. At least make your enemies work to get data on your secure nuclear sites and scientists.

Given the US couldn’t even stop the Houthi blockade, there is zero chance they can re-open the Straits of Hormuz with military force. It will stay closed as long as Iran wants it to. Among other things, very few civilian shipping companies are going to take the chance. One missile or mine is all it takes.

It should go without saying that Trump’s strike is a direct violation of international law, which requires the approval of the U.N. Security Council to declare war. Honored more often in the breach, etc. This is yet another nail in the coffin of the idea that anyone should pay even the least attention to international law, as the countries that created it sure don’t.

Meanwhile, the missiles keep raining down on Israel. While firm data is hard to get, I’m almost certain the “Iron” Dome” is not stopping most of them. Indeed, the WSJ reports that Israel is interested in peace.

Iran shouldn’t give it to them without conditions. They have the upper hand. At the least, they should demand a withdrawal from Lebanon, an end to the bombing there, and an end to the food and supplies blockade in Gaza, with immediate retaliation when they break the deal, which they always do.

A lot of my predictions about the Middle East have been wrong since October 7th. There are two reasons: I didn’t realize how cripplingly cautious the “Resistance” was (other than Hamas and Ansar-Allah), and I underestimated Mossad’s and American’s intelligence penetration of both — especially of Hezbollah. Fortunately, Israel has been at pains to teach everyone a lesson, and a lot of the overly-cautious Hezbollah and Iranian leaders are now dead.

There were a number of reasons for the intelligence penetration. One was that India’s intelligence was working with Mossad and had (has?) a huge network of spies in both the Indian tech diaspora and guest workers. The second is that Iran, in particular, has used Western tech — especially Western phones. (Admittedly, everyone runs Android or IOS, so it’s hard to avoid.)

Israel’s signals intelligence division (SIGINT), called Unit 8200 had been monitoring these targets for over a decade, compiling detailed itineraries — homes, workplaces, travel routes, and even bedroom locations. The precision of Operation Namiya (June, 2024) relied on a triple-layered surveillance ecosystem: Apple devices and unencrypted iPhones provided real-time GPS tracking.

General Soleimani’s 2020 assassination had already proven this vulnerability, yet Iranian officials continued using them. They also used Google/Microsoft Services: Gmail accounts, Cloud backups, and Android devices leaked metadata, revealing behavioral patterns and social graphs.

Regarding telecom backdoors: Iran’s telecom infrastructure, built on Ericsson (which exited in 2012 under sanctions) and Nokia hardware, remained vulnerable. Huawei and ZTE briefly replaced Western vendors between 2012 and 2016, but by 2018, Iran resumed purchases from European suppliers -— a fatal regression.

It’s clear that any country which doesn’t want similar issues has to rely on entirely non-Western tech from a trusted supplier — and even then, as revealed by the Hezbollah pager attack (which is really what defeated Hezbollah, along with knowledge of their missile stockpile locations), you have to secure the entire supply chain, including delivery, then check like a paranoid, because you have enemies.

It’s best to own your entire own tech stack, and a LOT of countries are going to be working feverishly towards this. Using Western tech this way is a great way to destroy markets for Western tech.

It should go without saying that every Western country is fatally compromised. The US knows everything they do. Even as a Canadian, I would want to get to a domestic stack, and Europeans are fools if they don’t, unless they intend to remain American satrapies for the rest of time.

Iran has finally thrown off its caution. I pray they don’t revert. They’re winning this war, and they shouldn’t let up until Israel is publicly humiliated and forced to actually stop their constant provocations and genocide.

As for TACO Trump, he wants the war over, and his attack was a PR stunt so he could declare victory and flex US muscles, worthlessly. I don’t think he has the guts for a real war, which is a good thing. (I could, of course, be wrong. The problem with Trump is that even he doesn’t know what he’s actually going to do most of the time. It is also amusing to watch Vance doing everything he can to distance himself from the attack, in preparation for running in 2028.)

Update: Iran says it has bombed Iraq, Qatar, Bahrein, and Kuwait US military bases.

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Wars Metastisize

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On June 22, 2025

22 Comments

The title says it all. So did Clausewitz.

We committed an act of war against a sovereign state that had every right to peaceful nuclear power.

Tulsi Gabbard told Donald Trump in March that Iran had NO nuclear weapons program.

There is a huge difference between radio medcine and nuclear power, and a nuclear weapons program. Iran has the former by legal right under the NNPT and does not, nor has plans for the latter.

This war will spiral out of control, just like the assassination of Archduke Franz Ferdinand in July 1914.

Prepare yourselves. We will all suffer before this is over.

Iran-Israeli War Update

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On June 16, 2025

39 Comments

Let’s take this in steps.

Air Defense Iranian air defense was not active for the first attack wave. They were online for the second one, about six hours later. It’s unclear why. I have heard two credible claims. The first is that they were hit by a cyber-attack, but came online faster than the Israelis expected.

The second is that the Iranians deliberately played rope-a-dope. The first attack was largely a matter of stand-off munitions, which the Israelis have (had) very limited supplies of. The Iranians tanked that hit, counting on the fact that most military targets were underground and hardened. Then when the second attack happened, which required close in attack, the air defenses were turned on. Because they had not been compromised in the first attack (air defense use makes air defense visible) they were much more effective.

Intelligence Penetration of Iran This was obviously severe, given the number of senior personnel killed during the initial attacks, and given how much of the initial attacks were carried out by drones and automated anti-air defense inside Iran. But what needs to be understood is that Mossad’s networks are being severely degraded. Intelligence networks which are passive, which don’t do anything very active, can exist for years or even decades, but when they go live and are actually used for attacks assets are exposed. Reports are pouring out of Iran of raids on Israeli intelligence agents and collaborators, and while they may be overstated, I find them credible, because it’s how such things work. Israel has gone big, and they are burning assets.

Iranian Counter-Attack This was strong, but not as strong as it could have been. While there’s reason to believe that a lot of the missile launchers hit were dummies, the Iranians should have been able to launch about a thousand missiles in a salvo, and they didn’t. Air defense systems are very subject to be being overwhelmed by numbers. Now it’s possible that they didn’t because they wanted the data from initial strikes to pinpoint air defense, and that each wave was designed to “clear a path”, the first strike, even, hit hard: taking out a lot of military assets and state capacity.

It should also be noted that Iran has not used its most advanced missiles yet. The stuff being sent is mostly old crap that would have been decommissioned in a few years anyway, interspersed with some better missiles, but not the most recent varieties. Iran still has a lot held for future attacks.

If you need a little cheering up, this video compilation of hits on Tel Aviv (obviously partial), may help.

Here is some footage of destruction:

Some footage of destruction in Tel Aviv itself.

All of this is much worse than the previous Iranian attacks. Real destruction. I will point out that if Iran had done this after the embassy assassinations they might have restored deterrence and not suffered this particular attack. Cowardice has its price, and it is often greater than that of bravery.

Finally, from the IDF itself:

Israel does not have enough interceptors and air defense to stop the Iranians from completely devastating their country, which is why they are begging everyone to help them. Iran is already beginning to target Israeli Air Defense. US naval assets can only help so much, as they carry limited supplies and the US itself produces very few air defense missiles every year. Using them all up in Israel will make America completely defenseless in any other war (and Zelensky is already squealing.)

This is entirely a race between Israel’s ability to destroy missile launchers with its aircraft, and Iran’s ability to keep launching missiles. The math is that simple. As an aside, Iran should be priority targeting Israeli air fields alongside air defense.

And What About Nukes? Well, I find this interesting. Directly contradicting Khameini in public is important.

Iranian Major General Mohsen Rezaei on Iranian Radio and Television:

We are still exercising restraint and have not deployed all our capabilities to avoid global chaos.

However, we may reach a point where we use new weapons.

We are seeking to form an Islamic army with Turkey, Saudi Arabia, Pakistan, and several other countries.

We should move towards the atomic bomb, but according to the Supreme Leader’s fatwa, we do not currently intend to build nuclear weapons.

Iraq should know, it is their turn after us. Iran may be forced to take actions that could destabilize the entire region.

It is, of course, obvious that if Iran had nukes, much or most of this would never have happened. North Korean leaders do not worry about being murdered in their sleep by foreign missiles, drones and bombs.

The China Syndrome. All of the materials required to build drones and ballistic missiles are available, cheap, from China. China gets a lot of oil from Iran, uses Iran for transhipment, and is in general a major ally of Iran. It is also aware that taking out Iran is one of the steps before war with it. Just as I said that China would not allow Russia to be taken out by sanctions (and was right), I expect China in the case of any sort of duration of this war, and, indeed, after it, to supply Iran with everything it needs to ramp up production of missiles and drones. Since China’s production abilities exceed those of the West when it comes to these requirements, this is not a small thing.

No Army Means No Fall. Iran cannot be defeated by airpower alone unless there is a significant uprising in the country which the army is unable or unwilling to stop. One should never underestimate the CIA’s regime change abilities, of course, but if they don’t pull it off then this war is about reducing Iran’s power projection ability: doing enough damage that they surrender in spirit if not in fact.

The Khameini Problem. Nations rot from the top, and this is clearly the fundamental problem in Iran. Khameini is cautious, even timid. He has underplayed his hand every single time during this crisis, most importantly when not sending ground troops to stop the fall of Assad. This caused great problems with the younger members of the Revolutionary Guard, who are hardliners almost to a man. The elimination of senior members of defense and government is not strengthening moderates, it is strengthening hardliners.

Israel has said that Khameini is not off-limits for murder. If they do so, it will be a huge mistake. It will end the non-nuclear fatwa (though the Iraniams will lie about that) and put hardliners in charge. Ironically, the best thing Khameini could do for Iran right now is be Martyred. If Allah Wills It, let it be so. I don’t want to get too down on him, in many ways he’s run Iran very well, but he is a victim of Machiavelli’s dictum that when times change most leaders can’t change with the times and the virtues that made them good leaders in the past make them terrible leaders in the present.

The Russia/China Issue. Iran could have had a full military alliance with Russia. If they did, they’d be in a lot stronger position. Iran really wants to be an independent major regional power. The other option is to be the junior partner in a tripartate bloc with China and Russia. I understand why they want to avoid that, but being in the world’s strongest alliance (and yes, that’s what it would be) comes with an absolute ton of benefits. They need to reconsider this issue. They will get some support from Russia and China, indeed, a lot of support, but neither country is going to go all out for them. If either would, Iran would be in a lot less danger.

Final Ironic Cowardly Nazi Note. 

Most of Iran’s air and missile command was killed in an underground bunker during a meeting. Hezbollah’s senior leaders were killed in an underground bunker during a meeting. Israel knows Iran has missiles capable of doing the same thing to them, but they know that Iran won’t strike a hospital to kill them. They of course have destroyed many hospitals, in one were the high command of their enemies hiding.

May God grant the side of good, whichever side that is, victory in this conflict and bring an end to genocide.

***

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State & Police Vulnerabilities in an American Insurrection Scenario

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On June 12, 2025

20 Comments

As unrest spreads, I think it’s worth looking at the weaknesses of American police forces in particular. Most of these vulnerabilities also apply to the National Guard.

Non-violent protest has been the dogma, especially on the center-left, for generations now. It wasn’t always thus; old time unions fought pitched battles with police and, in one case, coal miners straight-up fought the military. Blowing up buildings was not verboten, nor was assassination. US history is not what pansy-moderns think it is, and the same is true of Britain, Canada, and so on. Our forbears did not think that letting the state beat you, shoot you, torture you, imprison you, and kill you without fighting back was either virtuous, or in many cases, smart.

Modern Americans, increasingly impoverished (average Chinese have better standards of living, more on that in a later article) and living paycheck to paycheck, increasingly homeless, and with less and less to lose may decide that dying on their feet is better than lying there and letting cops beat the shit out of them, or than having ICE deport them to some third world torture prison.

If they do, and I, of course, would never suggest such a thing, then American police have significant weaknesses. The most important weakness is simple:

Modern American Police have been trained to be cowards. This sounds like rhetoric, hyperbole, or at the least, like exaggeration for affect. Let me assure you it is none of these. American police are trained to care about their own safety more than anything else. As a result they are trigger happy and unwilling to risk themselves against anything that looks genuinely dangerous.

This means that they travel in packs, and when threatened, they clump up in large groups for their own safety. This was shown when cop-killer Christopher Dorner, a trained soldier, killed a cop and her fiance. The police immediately clumped into large groups and used most of the force to protect themselves and their families.

Nor is this just a matter of extreme circumstances. Anyone who’s watched how police act around demonstrations will see that even tiny demonstrations attract much larger numbers of cops than necessary. Modern police, unlike those of fifty years ago, almost always wait for SWAT teams or at least backup before entering situations they consider dangerous and their threshold for what they consider dangerous is often very low.

This makes the police easy to deal with by any coordinated group which has not been infiltrated. Simply set of a bomb or use a drone attack on police or their families. Then do it again. Then again. Make threats against a number of targets. They will clump up, be unable to search from their own fear and become ineffective.

Then the group simply hits whatever the real target is.

This speaks to the basic principle of guerilla warfare: Attack where the enemy is weak. It’s just that American police, and I’m betting the National Guard, won’t be much better. They are especially easy to move around, because American police are cowards and because their doctrine is one of overwhelming force and caution, it’s easy to push them into a defensive posture or to push them off balance.

Simple, standard insurgency techniques will work well against American police. A few IEDs near where police can be expected to go, remote triggered as police drive over them, will see the police retreat even further into a shell. Civilian drones can easily be used to make helicopter operations dangerous, as well. The police will move slowly, in force, and retreat easily when something explosive happens.

All of this will work well against US paramilitary organizations as well. ICE would be trivial, as their movements are very predictable, and they are likely even more cowardly than normal American police, as their job is almost entirely about brutalizing unresisting people.

During the Irish revolution, assassins would walk in on British officials eating breakfast with their family, kill the official (leaving the family unharmed) and walk away.

A little fear goes a very long way to gumming operations up completely.

Smart insurrectionists will not, of course, do what Dorner did and target family members, as propaganda is always part of any successful guerilla organization. (Mao discusses this at length in his class work on guerilla warfare.)

Other principles of operation should be obvious. Use a cell organization so that damage from discovery is limited. People can’t reveal what they don’t know. In the modern environment, don’t use or even carry mobile phones, except perhaps ones that are deliberately damaged so they have no connectivity. (Everyone carries a mobile phone, so operatives should appear to do so.)

Do everything old-style. The modern state is excellent at electronic intelligence, but has let human intelligence wither to a large extent.

Successful insurrectionists will have a rule that they 100 percent kill any informants or undercover operatives. No deal will be made with prosecutors or police; they always backfire in the longer run.

Of course, I hope that none of this happens, and this article is just a look at what smart insurrectionists would do, taking natural advantage of police weaknesses. The police are welcome to read this and decide to change their doctrines and training to be less cowardly and avoid the worst of these weaknesses. As a side effect, they’d also kill less people because of their fear, and that would make insurrection less likely.

Ideally, American elites will realize that they are better off and safer if everyone is cared for. From enlightened self-interest, they might start taxing themselves again and make sure that ordinary people have enough money for rent and food. They will end predatory pricing, be fair and kind, and make medical care easily available. The American people, who, like all people, would rather live a good life, will respond and prospects of insurrection will fade like mist against the noon-day sun.

But if they refuse to discontinue their policy of mass impoverishment backed by fear, it should be understood that those who finally do decide on insurrection will not find, contrary to various myths about American impregnability, which repeated losses against men in pajamas should have put to rest, that American forces of law and order (or repression, depending on your politics) are not without weakness.

May God grant that it never comes to this. If it does, may the side of good, which cares for the welfare of the people, win.

***

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