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Stratfor analysis on what's next for the US

Discussion in 'BBS Hangout: Debate & Discussion' started by treeman, May 9, 2003.

  1. treeman

    treeman Member

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    This seems on target to me:

    THE STRATFOR WEEKLY
    30 April 2003

    by Dr. George Friedman

    A Time of Testing

    Summary

    The end of the campaign in Iraq has moved the United States into
    a new period, in which its ensuing strategy is not fully defined.
    The process of definition will entail a period of probing into a
    series of critical nations, in an attempt both to shape their
    behavior and evaluate the levels of their compliance. During this
    time -- which will last many months -- it will appear that the
    United States is engaged in a gratuitous irritation of countries
    in the region. In fact, Washington will be probing these states
    to shape and understand the dynamics within each country -- and
    then will define its own strategy.

    Analysis

    With the end of the Iraq campaign, things have become complicated
    for the United States. This is not because the campaign was
    militarily trying, nor because the occupation of Iraq is proving
    an insuperable problem. Rather, the U.S. administration built the
    probability of postwar complexity into its original strategy. The
    Iraq campaign was designed to redefine the regional psychology
    and to create new strategic opportunities for the United States.
    A new psychology certainly is emerging, but redefining regional
    sensibilities does not proceed with mathematical precision. Since
    strategic opportunities are intimately connected with this
    psychological redefinition, follow-on operations will take time
    to emerge.

    As in all wars, the conclusion of a major campaign frequently
    creates a sense that leaders and commanders are not altogether
    certain about what comes next. After the North African or
    Solomons campaigns in World War II, the United States had to
    define the follow-on operations. This required clarity as to the
    ultimate politico-military goal, an assessment of enemy
    capabilities and intentions, the generation of plans and the
    deployment of appropriate forces. It therefore appeared to the
    untrained eye to be a period of indecision, discord and
    uncertainty. That view wasn't unreasonable, but it was unjust.
    The consequences of the campaign had to be carefully evaluated
    before the rest of the war could be prosecuted.

    The goal of this war is the defeat of al Qaeda and any possible
    successor organization. The U.S. strategy is one of indirection:
    Rather than simply assault al Qaeda directly -- a very difficult
    task -- Washington seeks to force nations in which al Qaeda
    operates to take effective steps against the network, even if
    that creates substantial political problems for the governments
    of these countries. For the United States to achieve this, these
    countries have to be more afraid of the consequences of not
    suppressing al Qaeda and its sympathizers than they are of the
    consequences of suppressing them.

    The Iraq campaign did two things. First, it reinforced the
    perception of the extraordinary political power of the United
    States, and it drove home the fact that the United States was
    prepared to use that power and could not be restrained by
    diplomatic means. Second, the U.S. military occupation of Iraq
    has created an inescapable military reality. U.S. military power
    wasn't an abstract; it could be seen with binoculars from Syrian
    or Iranian border posts.

    In a region where the United States was known for its indecisive
    or inconclusive use of military power, the past month has been a
    period in which the countries bordering Iraq -- and outside the
    region -- including allies and enemies of the United States, have
    had to re-evaluate their understandings of how the world works.

    Syria is an excellent example. Historically, Syria has regarded
    itself as fairly well-insulated from U.S. power. Damascus
    operated on the knowledge that, in the end, it neither needed
    much nor had much to fear from the United States. In the closing
    days of the war, Syria behaved in its traditional manner, then
    suddenly was brought face to face with the fact that defiance of
    the United States could become catastrophic. Washington had
    demonstrated both the will and the capacity to act decisively, a
    fact that Damascus did not absorb instantly. The learning curve
    was steep, but at least some dimensions of the Syrian
    leadership's behavior -- certainly its rhetoric -- shifted.

    But rhetoric is not reality. Everyone in the region is re-
    evaluating their understanding of U.S. capabilities and
    intentions. Once they have a firm understanding of that, they
    will craft their own strategies and responses. Then Washington
    will have to evaluate the new strategies and behaviors and craft
    a response. All of this sounds much neater and more process-based
    than it actually is or will appear to be. Nevertheless, that is
    what is going on. At this moment, the United States is waiting to
    see how others will behave.

    Four countries are of particular interest to Washington:
    * The U.S. administration has regarded Saudi Arabia as a major
    source of funding and support for al Qaeda. That funding did not
    come from the Saudi government but from individuals, many of them
    influential.

    The United States viewed Riyadh as unwilling to act decisively or
    to deal with the problem comprehensively. One of the issues was
    the presence of U.S. forces in the kingdom after the 1991 Persian
    Gulf War: The Saudi argument was that the troops' presence fed
    anti-American sentiment, making it much harder for authorities to
    control al Qaeda support. Following the Iraq campaign, U.S.
    defense officials announced that most of their forces would
    withdraw from Saudi Arabia. The U.S. view is that now that the
    prime irritant has been removed, Riyadh will be in a better
    position to act decisively against al Qaeda. The United States
    will be evaluating Saudi behavior in the aftermath of the
    withdrawal.

    * Iran is in many ways the origin of modern, assertive radical
    Islam, combining republican institutions with strict
    interpretation of Islamic law. The current government has been
    around for only about a quarter of a century, and it is governing
    a complex society. Iran has been an empire and has survived many
    empires over thousands of years. Iranian society knows how to
    bend to the inevitable, but it also understands that the
    inevitable is an enormously complex concept.

    Tehran has signaled that it is prepared to cooperate with
    Washington. There is little doubt that Iranian clerics and
    leaders have enormous influence over Iraqi Shiites and that they
    -- if they chose -- could create chaos in parts of Iraq. They
    haven't done so, and the United States, for its part, has
    included Shiite supporters of Iran in the new governmental
    structures that are being created.

    At the same time, there are two fundamental issues that divide
    the United States and Iran. One is the Iranian nuclear weapons
    program, which Washington wants stopped and which Tehran both
    denies it has and refuses to end. A second issue is the degree of
    transparency Iran will provide to U.S. intelligence on its
    handling of al Qaeda. It is not a matter of Iranian willingness
    to control al Qaeda operations; it is a matter of U.S. confidence
    in Iranian actions and Tehran's concern that too much
    conciliation on this score will return Iran to the conditions
    that existed prior to Khomeini's revolution. This, coupled with
    internal politics, limits Iran's cooperation. Officials in
    Washington will have to decide whether Iran's cooperation meets
    U.S. needs.

    * Syria was the first to confront U.S. power in the waning days
    of the Iraq war. We expect that part of the Syrian decision-
    making process had to do with a genuine failure to understand how
    the war was going, and part of it had to do with signaling the
    United States to back off -- this in addition to several private
    business transactions between Syrian officials and Iraqis leaving
    the country. The Syrian government very quickly understood the
    reality and adjusted.

    Syria's fundamental concern is retaining control of Lebanon,
    which it claims both by its perceived historical right and as a
    critical economic prize. For Damascus, the Palestinians, Israelis
    and al Qaeda are meaningless compared to Lebanon. The United
    States already has sent hints that it wants to re-examine the
    status of Lebanon, particularly if Damascus is unable to assure
    Washington that Lebanon will not be used as a base of operations
    for radical Islamists. The United States will have to judge
    Syrian actions -- but of all of the countries in the region, for
    all its complexities, Syria has the simplest interests and is
    most likely to comply.

    * Pakistan is not in the Iraqi theater of operations. It
    represents a theater in its own right, along with Afghanistan. It
    is also the single most critical country in the U.S. war on al
    Qaeda. Al Qaeda continues to operate in Pakistan, along with a
    host of other radical Islamist groups. Pakistani President Pervez
    Musharraf certainly is trying to cooperate with the United
    States, but his ability to do so to the extent that the United
    States wants and still survive is questionable. Nevertheless,
    from the U.S. point of view, the war on al Qaeda will not be over
    until the Pakistani problem is settled. Pressure now is being
    placed on Pakistan, in the wake of Iraq, to increase its
    cooperation. Washington will have to decide how hard to push and
    when to let go.


    The point of this exercise is simply to understand the roots of
    the current strategic diffusion. In each of these countries,
    decisions are being made and policies are being developed that
    take into account the new politico-military reality that the
    United States has created. At the same time, these countries are
    trying to define and protect their own fundamental national and
    political interests. These four countries -- and others not
    discussed -- all are unclear themselves as to what their policies
    will be. In part, this is because they are not completely certain
    how far the United States is prepared to go with its war.

    The United States, therefore, is now in the process of asserting
    pressure in all directions. There are two reasons for this.
    First, the U.S. administration wants to establish the persistence
    of U.S. policy -- to assert that Iraq was not an isolated
    incident. Second, it wants to shape the decision-making processes
    in these countries. Therefore, there is ongoing, low-grade
    friction between the United States and countries in the region.
    There appears to be something gratuitous in American behavior,
    but that isn't the case. The pressure has a clearly defined
    purpose: to elicit changes that Washington regards as fundamental
    to its national interest.

    The next crisis will occur if and when a country -- probably one
    of the above-mentioned four -- puts itself in a position where it
    either resists U.S. pressure or is incapable for internal
    political reasons to submit to it. For example, Iran simply might
    not be prepared to allow the United States to oversee its nuclear
    program, or Pakistan might be unable to increase operations
    against al Qaeda.

    When the U.S. administration reaches a point (sometime several
    months down the line) when it has found the limits of what it can
    achieve with low-level friction, it will make its next strategic
    decision over which country will be the next target -- first, of
    massive politico-military threat, and if that fails, of direct
    military intervention. We can expect, therefore, a period of low-
    level irritation that will look like relative quiescence -- as
    opposed to all-out war -- in American operations, but in fact it
    will be a period of probing and analysis. Out of that will grow
    the decisions that will shape the next stage.

    In a sense, the United States is in the same position now that it
    faced in January 2002, after Taliban forces retreated from Afghan
    cities. The campaign was complete, and the issue was what the
    next step would be. The focus on Iraq really did not come into
    full force until that summer. This may take longer, since it is
    altogether possible that Washington can achieve its ends without
    a military campaign in most or all of these cases. The period of
    probing could be extended, but it will not be permanent. The
    United States will proceed with various further operations,
    largely without noticeable capitulation on all substantial issues
    by these four and other countries.

    In other words, there are innings left to be played.
     
  2. johnheath

    johnheath Member

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    Good article.

    We know who our enemies are, and we need to position ourselves to hit them when they emerge. This is simple conditioning. Hopefully we can teach the fanatic Islamists to behave by 2009, when a weaker US President may take office.
     
  3. Heretic

    Heretic Member

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    Our intelligence agencies know who our real enemies are, this administration doesn't have the guts to take out Saudi Arabia though.
     
  4. mateo

    mateo Member

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    All I care about is that not one friggin tax dollar of mine goes to rebuild Iraq. They have the oil, lets sell it.
     
  5. RocketMan Tex

    RocketMan Tex Member

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    Too many ties between the Bush Family and the Saudi Royal Family for that to happen.
     
  6. johnheath

    johnheath Member

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    Really? Is this why we are pulling our troops out of Saudi Arabia and embarking on a program to produce automobiles powered by hydrogen/electric engines?

    It would seem to me that without oil revenue, the Saudi Royals will end up with their heads detached from their bodies.

    A very clear message has been sent to Saudi Arabia, despite what your conspiricy theory sources are telling you.
     
  7. Rocketman95

    Rocketman95 Hangout Boy

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    Interesting article about that. I know, biased source, but:

    http://www.motherjones.com/news/outfront/2003/19/ma_375_01.html

    Hydrogen's Dirty Secret

    President Bush promises that fuel-cell cars will be free of pollution. But if he has his way, the cars of tomorrow will run on hydrogen made from fossil fuels.

    When President Bush unveiled his plans for a hydrogen-powered car in his State of the Union address in January, he proposed $1.2 billion in spending to develop a revolutionary automobile that will be "pollution-free." The new vehicle, he declared, will rely on "a simple chemical reaction between hydrogen and oxygen" to power a car "producing only water, not exhaust fumes." Within 20 years, the president vowed, fuel-cell cars will "make our air significantly cleaner, and our country much less dependent on foreign sources of oil."

    By launching an ambitious program to develop what he calls the "Freedom Car," Bush seemed determined to realize the kind of future that hydrogen-car supporters have envisioned for years. Using existing technology, hydrogen can be easily and cleanly extracted from water. Electricity generated by solar panels and wind turbines is used to split the water's hydrogen atoms from its oxygen atoms. The hydrogen is then recombined with oxygen in fuel cells, where it releases electrons that drive an electric motor in a car. What Bush didn't reveal in his nationwide address, however, is that his administration has been working quietly to ensure that the system used to produce hydrogen will be as fossil fuel-dependent -- and potentially as dirty -- as the one that fuels today's SUVs. According to the administration's National Hydrogen Energy Roadmap, drafted last year in concert with the energy industry, up to 90 percent of all hydrogen will be refined from oil, natural gas, and other fossil fuels -- in a process using energy generated by burning oil, coal, and natural gas. The remaining 10 percent will be cracked from water using nuclear energy.

    Such a system, experts say, would effectively eliminate most of the benefits offered by hydrogen. Although the fuel-cell cars themselves may emit nothing but water vapor, the process of producing the fuel cells from hydrocarbons will continue America's dependence on fossil fuels and leave behind carbon dioxide, the primary cause of global warming.

    Mike Nicklas, chair of the American Solar Energy Society, was one of 224 energy experts invited by the Department of Energy to develop the government's Roadmap last spring. The sessions, environmentalists quickly discovered, were dominated by representatives from the oil, coal, and nuclear industries. "All the emphasis was on how the process would benefit traditional energy industries," recalls Nicklas, who sat on a committee chaired by an executive from ChevronTexaco. "The whole meeting had been staged to get a particular result, which was a plan to extract hydrogen from fossil fuels and not from renewables." The plan does not call for a single ounce of hydrogen to come from power generated by the sun or the wind, concluding that such technologies "need further development for hydrogen production to be more cost competitive."

    But instead of investing in developing those sources, the budget that Bush submitted to Congress pays scant attention to renewable methods of producing hydrogen. More than half of all hydrogen funding is earmarked for automakers and the energy industry. Under the president's plan, more than $22 million of hydrogen research for 2004 will be devoted to coal, nuclear power, and natural gas, compared with $17 million for renewable sources. Overall funding for renewable research and energy conservation, meanwhile, will be slashed by more than $86 million. "Cutting R&D for renewable sources and replacing them with fossil and nuclear doesn't make for a sustainable approach," says Jason Mark, director of the clean vehicles program for the Union of Concerned Scientists.

    The oil and chemical industries already produce 9 million tons of hydrogen each year, most of it from natural gas, and transport it through hundreds of miles of pipelines to fuel the space shuttle and to remove sulfur from petroleum refineries. The administration's plan lays the groundwork to expand that infrastructure -- guaranteeing that oil and gas companies will profit from any transition to hydrogen. Lauren Segal, general manager of hydrogen development for BP, puts it succinctly: "We view hydrogen as a way to really grow our natural-gas business."

    To protect its fuel franchise, the energy industry has moved swiftly in recent years to shape government policy toward hydrogen. In 1999, oil companies and automakers began attending the meetings of an obscure group called the National Hydrogen Association. Founded in 1989 by scientists from government labs and universities, the association was a haven for many of the small companies -- fuel-cell designers, electrolyzer makers -- that were dabbling in hydrogen power. The group promoted the use of hydrogen but was careful not to take any position on who would make the fuel or how.

    All that changed once the energy industry got involved. "All of a sudden Shell joined our board, and then the interest grew very quickly," says Karen Miller, the association's vice president. "Our chair last year was from BP; this year our chair is from ChevronTexaco." The companies quickly began to use the association as a platform to lobby for more federal funding for research, and to push the government to emphasize fossil fuels in the national energy plan for hydrogen. Along with the big automakers, energy companies also formed a consortium called the International Hydrogen Infrastructure Group to monitor federal officials charged with developing fuel cells. "Basically," says Neil Rossmeissl, a hydrogen standards expert at the Department of Energy, "what they do is look over our shoulder at doe to make sure we are doing what they think is the right thing."

    As hydrogen gained momentum, the oil companies rushed to buy up interests in technology companies developing ways to refine and store the new fuel. Texaco has invested $82 million in a firm called Energy Conversion Devices, and Shell now owns half of Hydrogen Source. BP, Chevron-Texaco, ExxonMobil, Ford, and General Electric have also locked up the services of many of America's top energy scientists, devoting more than $270 million to hydrogen research at MIT, Princeton, and Stanford.

    Such funding will help ensure that oil and gas producers continue to profit even if automakers manage to put millions of fuel-cell cars on the road. "The major energy companies have several hundred billions of dollars, at the least, invested in their businesses, and there is a real interest in keeping and utilizing that infrastructure in the future," says Frank Ingriselli, former president of Texaco Technology Ventures. "And these companies certainly have the balance sheets and wherewithal to make it happen."

    The stakes in the current battle over hydrogen are high. Devoting the bulk of federal research funding to making hydrogen from fossil fuels rather than water will enable oil and gas companies to provide lower-priced hydrogen. That, in turn, means that pipelines built to transport hydrogen will stretch to, say, a BP gas field in Canada, rather than an independent wind farm in North Dakota. Even if the rest of the world switches to hydrogen manufactured from water, says Nicklas, "Americans may end up dependent on fossil fuels for generations."

    The administration's plans to manufacture hydrogen from fossil fuels could also contribute to global warming by leaving behind carbon dioxide. Oil and coal companies insist they will be able to "sequester" the carbon permanently by pumping it deep into the ocean or underground. But the doe calls such approaches "very high risk," and no one knows how much that would cost, how much other environmental disruption that might cause, or whether that would actually work. "Which path we take will have a huge effect one way or the other on the total amount of carbon pumped into the atmosphere over the next century," says James MacKenzie, a physicist with the World Resources Institute.

    Even if industry manages to safely contain the carbon left behind, the Bush administration's plan to extract hydrogen from fossil fuels will wind up wasting energy. John Heywood, director of MIT's Sloan Automotive Lab, says a system that extracts hydrogen from oil and natural gas and stores it in fuel cells would actually be no more energy efficient than America's present gasoline- based system.

    "If the hydrogen does not come from renewable sources," Heywood says, "then it is simply not worth doing, environmentally or economically."
     
  8. RocketMan Tex

    RocketMan Tex Member

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    Saudi Arabia isn't listening, despite what your FOX News sources are telling you.
     
  9. johnheath

    johnheath Member

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    You know, whenever you throw out another of your "Fox News" lines, I feel like calling you a dirty Lefty. Maybe we should both quit.

    Anyway, how the hell do you know that Saudi Arabia isn't listening? The freaking Iraq War has been over a month. Did you expect immediate results?

    Re: Mother Jones article.

    That is an interesting article, but VERY incomplete. The author said we would still use fossil fuels, but how much? Will we use significantly less oil and gas, or slightly less? The author talks about pollution, but how much less pollution will there be if the cars are only emitting water vapor?

    Without these questions answered, how can we judge whether hydrogen produced by fossil fuels is a step in the right direction. If creating hydrogen from fossil fuels is a step in the evolution of eliminating fossil fuels, and both our demand for fossil fuels and the resulting pollution are significantly decreased, then why complain? Baby steps are ok in this process, as long as we keep moving in the right direction.

    Also, Big Oil must invest in this new technology because one day, because their product WILL be replaced. They have a duty to their shareholders to maintain the value of their stock, and investing in this new technology in responsible. Just because Big Oil is involved in this project doesn't mean their participation threatens the movement away from the internal combustion engine. ExxonMobil and Texaco may end up leading the way in hydrogen and fuel cell technology world wide, making their stock even more valuable than it is today.
     
  10. Rocketman95

    Rocketman95 Hangout Boy

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    It did say 90% from fossil fuels.
     
  11. Timing

    Timing Member

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    Water vapor is really nasty stuff. :D Geez...
     
  12. Invisible Fan

    Invisible Fan Member

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    I wonder what they have to say about North Korea.

    A recent Forbes article on Rummy's North Korea Connection was pretty damaging to the Clinton and Bush admin. Light water nuclear reactors can still produce weapons grade plutonium after refinement- just like the ones in Iran-, and they recently started construction in N. Korea.
     
  13. treeman

    treeman Member

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    I would tend to agree with this statement. I don't think the reason is due to family ties, though; more likely it is because the State department has developed such a close relationship with the Royal Family over the past 12 years that they have essentially declared them off limits for tough talk/action. I suspect that after the troops move, though, that relationship will change. It has to.

    They eventually have to be confronted as well. If Iran is the center of Shiite fanaticism, then Saudi is the center of Sunni madness.
     
  14. Joe Joe

    Joe Joe Go Stros!
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    On the fuel cell topic, it is realistic to start with what someone has. Once fuel cells are the norm, the demand for renewable hydrogen sources will be increased if the reformers are robust enough. I've always heard ethanol would be the gateway chemical for a true hydrogen economy. Ethanol can be made from a variety of renewable sources such as corn, wheat straw, and biomass in muncipal solid waste (experimentally).
     
  15. treeman

    treeman Member

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    On the Saudis (and us), this certainly doesn't look good for anyone involved - the Saudis, the Clinton admin, or the Bush admin:

    US Officials Knew of Ties Between Terror, Charities

    http://www.centerforsecuritypolicy.org/simpsoncharities.PDF

    Short version: US intelligence agencies knew as far back as 1996 that Saudi-government charities (and Saudi govt officials) operating in the US and abroad had ties to terrorist organizations, and neither administration did anything about it until after 9/11... Interesting stuff.
     
  16. Timing

    Timing Member

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    When the government is in the business of emphasizing intelligence to get support for something then they're probably de-emphasizing other intelligence to maintain support for other things. It's all pretty sick really.
     
  17. johnheath

    johnheath Member

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    Thank you for completely disregarding my post, lol. The premise that 90% of all hydrogen will come from fossil fuels is irrelevant to my questions.
     

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