Posts Tagged Stratfor

Europe’s Malaise: The New Normal?

Europe’s Malaise: The New Normal? is republished with permission of Stratfor.”

By George Friedman

Russia and Ukraine continue to confront each other along their border. Iraq has splintered, leading to unabated internal warfare. And the situation in Gaza remains dire. These events should be enough to constitute the sum total of our global crises, but they’re not. On top of everything, the German economy contracted by 0.2 percent last quarter. Though many will dismiss this contraction outright, the fact that the world’s fourth-largest economy (and Europe’s largest) has shrunk, even by this small amount, is a matter of global significance.

Europe has been mired in an economic crisis for half a decade now. Germany is the economic engine of Europe, and it is expected that it will at some point pull Europe out of its crisis. There have been constant predictions that Europe may finally be turning an economic corner, but if Germany’s economy is contracting (Berlin claims it will rebound this year), it is difficult to believe that any corner is being turned. It is becoming increasingly reasonable to believe that rather than an interlude in European prosperity, what we now see is actually the new normal. The key point is not that Germany’s economy has contracted by a trivial amount. The point is that it has come time to raise the possibility that it could be a very long time before Europe returns to its pre-2008 prosperity and to consider what this means. Read the rest of this entry »

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In Iraq, the United States and Iran Align Against the Islamic State

In Iraq, the United States and Iran Align Against the Islamic State is republished with permission of Stratfor.”

Summary

Since June, a great deal of international focus has been on Iraq, where the transnational jihadist movement Islamic State took over large swaths of the country’s Sunni-majority areas and declared the re-establishment of the caliphate. Despite the global attention on the country, especially given U.S. military operations against the Islamic State, U.S.-Iranian cooperation against the jihadist group — a significant dynamic — has gone largely unnoticed. A convergence of interests, particularly concerning the Iraqi central and Kurdish regional governments, has made it necessary for Washington and Tehran to at least coordinate their actions. However, mistrust and domestic opposition will continue hampering this cooperation.

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The End of Consensus Politics in China

The End of Consensus Politics in China is republished with permission of Stratfor.”

By John Minnich

Chinese President Xi Jinping’s anti-corruption campaign is the broadest and deepest effort to purge, reorganize and rectify the Communist Party leadership since the death of Mao Zedong in 1976 and the rise of Deng Xiaoping two years later. It has already probed more than 182,000 officials across numerous regions and at all levels of government. It has ensnared low-level cadres, mid-level functionaries and chiefs of major state-owned enterprises and ministries. It has deposed top military officials and even a former member of the hitherto immune Politburo Standing Committee, China’s highest governing body. More than a year after its formal commencement and more than two years since its unofficial start with the downfall of Chongqing Party Secretary Bo Xilai, the campaign shows no sign of relenting. Read the rest of this entry »

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Examining the Terrorist Threat from America’s Southern Border

Examining the Terrorist Threat from America’s Southern Border is republished with permission of Stratfor.”

By Scott Stewart

On July 21, Texas Gov. Rick Perry announced he was deploying 1,000 members of the Texas National Guard to the Mexican border to help strengthen border security. The move is the latest in a chain of events involving the emigration of Central Americans that has become heavily publicized — and politicized.

Clearly, illegal immigration flows are shifting from Arizona and California to Texas. In fiscal year 2013, the Rio Grande Valley Border Patrol sector surpassed Tucson as the leading sector for the number of apprehensions (154,453 in Rio Grande Valley versus 120,939 for Tucson). Also, between fiscal 2011 and 2013 (all Border Patrol data is recorded by fiscal year), the number of “other than Mexicans” — mostly Central Americans — apprehended in the Rio Grande Valley sector increased by more than 360 percent, from 20,890 to 96,829. (By comparison, the Tucson sector apprehended 19,847 “other than Mexicans” in 2013. Significantly, minors constituted a large percentage of the “other than Mexicans” apprehended in the Rio Grande Valley in 2013: 21,553 (compared to 9,070 in Tucson sector). However, the majority (84 percent) of those labeled Unaccompanied Alien Children by the Border Patrol are teenage minors and not younger children. Read the rest of this entry »

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A Chronology of Russia from Yeltsin’s Fall Through Putin’s Rise

A Chronology of Russia from Yeltsin’s Fall Through Putin’s Rise is republished with permission of Stratfor.”

Analysis

Editor’s Note: As Stratfor readies to look forward in coming days at the implications for Russia — and its leader Vladimir Putin — in the downing July 17 of a Malaysian jetliner, we also invite readers to take stock with us of past forecasts of Russia’s geopolitical evolution in the context of global events. Stratfor Chairman George Friedman will examine the likelihood of Putin’s undoing in the next issue of Geopolitical Weekly, to publish July 22. Accordingly, we look back here at 1998, when we predicted the unfolding Kosovo crisis would be the undoing of late Russian President Boris Yeltsin. We share our assessment from 2000, when we assessed how newly elected President Putin was rapidly consolidating absolute power. In 2005, Stratfor reassessed Putin’s situation after his first presidential term and laid out how his leadership would begin to reverse the tide of concessions and reassert Russia’s role in line with historical cycles — including the forging of strategic relationships with countries such as Germany. In 2008, we looked at how Russia would capitalize on American weaknesses, including the fatigue of wars in Iraq and Afghanistan. In 2011, we foresaw the next stage, as Russia moved to solidify its sphere of influence while still able. In this forecast, we saw the events setting the stage for today’s crisis in Ukraine. Now, we foresee more historical change. We offer this chronology of forecasts in advance of our next report on Russia’s future. Read the rest of this entry »

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Can Putin Survive?

Can Putin Survive? is republished with permission of Stratfor.”

By George Friedman

There is a general view that Vladimir Putin governs the Russian Federation as a dictator, that he has defeated and intimidated his opponents and that he has marshaled a powerful threat to surrounding countries. This is a reasonable view, but perhaps it should be re-evaluated in the context of recent events.

Ukraine and the Bid to Reverse Russia’s Decline

Ukraine is, of course, the place to start. The country is vital to Russia as a buffer against the West and as a route for delivering energy to Europe, which is the foundation of the Russian economy. On Jan. 1, Ukraine’s president was Viktor Yanukovich, generally regarded as favorably inclined to Russia. Given the complexity of Ukrainian society and politics, it would be unreasonable to say Ukraine under him was merely a Russian puppet. But it is fair to say that under Yanukovich and his supporters, fundamental Russian interests in Ukraine were secure.  Read the rest of this entry »

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Nigeria: Opting Out of an Insurgency

Nigeria: Opting Out of an Insurgency is republished with permission of Stratfor.”

Summary

Editor’s Note: This is the third installment in a three-part series on militant activity in Nigeria. 

In some ways, the future of northern Nigeria’s counterinsurgency rests in the hands of Nigerian voters. If President Goodluck Jonathan is elected for another term, the Boko Haram campaign will intensify. If Jonathan loses, the presidency would go to a northerner, who would be better suited to developing the political, social and economic relationships needed to wage an effective counterinsurgency.

Analysis

Of course, the presidential election is a national contest, not a regional one, and so the consequences stretch far beyond northern Nigeria. Though Boko Haram has captured the attention of international media, it is not the only militant group with which Abuja contends, nor is it the only group that has a vested interest in the election’s outcome. If Jonathan is not re-elected and Niger Delta militants lose their political patronage, they will probably attack oil infrastructure in the country’s southwest, as they did in the mid-2000s. Nigeria conceivably could see two active insurgencies, depending on how the election plays out.

However, it is still possible to placate Niger Delta militants even if Jonathan loses. If Niger Delta officials are appointed to senior posts in the new administration, they could keep their patronage networks intact. Read the rest of this entry »

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Gaza Situation Report

Gaza Situation Report is republished with permission of Stratfor.”

By George Friedman

The current confrontation in Gaza began June 12 after three Israeli teenagers disappeared in the West Bank the month before. Israel announced the disappearance June 13, shortly thereafter placing blame on Hamas for the kidnappings. On June 14, Hamas fired three rockets into the Hof Ashkelon region. This was followed by Israeli attacks on Palestinians in the Jerusalem region. On July 8, the Israelis announced Operation Protective Edge and began calling up reservists. Hamas launched a longer-range rocket at Tel Aviv. Israel then increased its airstrikes against targets in Gaza.

At this point, it would appear that Israel has deployed sufficient force to be ready to conduct an incursion into Gaza. However, Israel has not done so yet. The conflict has consisted of airstrikes and some special operations forces raids by Israel and rocket launches by Hamas against targets in Israel. Read the rest of this entry »

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Why Moldova Urgently Matters

Why Moldova Urgently Matters is republished with permission of Stratfor.”

By Robert D. Kaplan

“NATO’s Article 5 offers little protection against Vladimir Putin’s Russia,” Iulian Fota, Romania’s presidential national security adviser, told me on a recent visit to Bucharest. “Article 5 protects Romania and other Eastern European countries against a military invasion. But it does not protect them against subversion,” that is, intelligence activities, the running of criminal networks, the buying-up of banks and other strategic assets, and indirect control of media organs to undermine public opinion. Moreover, Article 5 does not protect Eastern Europe against reliance on Russian energy. As Romanian President Traian Basescu told me, Romania is a somewhat energy-rich island surrounded by a Gazprom empire. The president ran his finger over a map showing how Romania’s neighbors such as Bulgaria and Hungary were almost completely dependent on Russian natural gas, while Romania — because of its own hydrocarbon reserves — still has a significant measure of independence. In the 21st century, the president explained, Gazprom is more dangerous than the Russian army. The national security adviser then added: “Putin is not an apparatchik; he is a former intelligence officer,” implying that Putin will act subtly. Putin’s Russia will not fight conventionally for territory in the former satellite states, but unconventionally for hearts and minds, Fota went on. “Putin knows that the flaw of the Soviet Union was that it did not have soft power.” Read the rest of this entry »

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The Inevitability of Foreign Entanglements

The Inevitability of Foreign Entanglements is republished with permission of Stratfor.”

By George Friedman

The Fourth of July weekend gave me time to consider events in Iraq and Ukraine, U.S.-German relations and the Mexican borderland and immigration. I did so in the context of the founding of the United States, asking myself if America has strayed from the founders’ intent with regard to foreign policy. Many people note Thomas Jefferson’s warning that the United States should pursue “peace, commerce, and honest friendship with all nations – entangling alliances with none,” taking that as the defining strategy of the founders. I think it is better to say that was the defining wish of the founders but not one that they practiced to extremes.

As we know, U.S. President Barack Obama has said he wants to decrease U.S. entanglements in the world. Ironically, many on the right want to do the same. There is a common longing for an America that takes advantage of its distance from the rest of the world to avoid excessive involvement in the outside world. Whether Jefferson’s wish can constitute a strategy for the United States today is a worthy question for a July 4, but there is a profounder issue: Did his wish ever constitute American strategy? Read the rest of this entry »

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Iraq: Examining the Professed Caliphate

Iraq: Examining the Professed Caliphate is republished with permission of Stratfor.”

Summary

The Islamic State, previously known as the Islamic State in Iraq and the Levant, has changed its name, but otherwise the militant group remains the same. Over the past weekend, a spokesman for the group announced that it had established a caliphate stretching from Diyala province, Iraq, to Aleppo, Syria. The caliphate is a political institution that the Islamic State claims will govern the global Muslim community. “Iraq” and “Levant” have been dropped from the organization’s name to reflect its new status.

The trouble with the announcement is that the Islamic State does not have a caliphate and probably never will. No amount of new monikers will change the fact that geography, political ideology and religious, cultural and ethnic differences will prevent the emergence of a singular polity capable of ruling the greater Middle East. Transnational jihadist groups can exploit weakened autocratic states, but they cannot institutionalize their power enough to govern such a large expanse of land. If anything, the Islamic State’s drive to unify the Middle East will actually create more conflicts than it will end as competing emirates vie for power in the new political environment.

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The Intrigue Lying Behind Iraq’s Jihadist Uprising

The Intrigue Lying Behind Iraq’s Jihadist Uprising is republished with permission of Stratfor.”

By Reva Bhalla

Events in Iraq over the past week were perhaps best crystallized in a series of photos produced by the jihadist group the Islamic State in Iraq and the Levant. Sensationally called The Destruction of Sykes-Picot, the pictures confirmed the group’s intent to upend nearly a century of history in the Middle East.

In a series of pictures set to a purring jihadist chant, the mouth of a bulldozer is shown bursting through an earthen berm forming Iraq’s northern border with Syria. Keffiyeh-wrapped rebels, drained by the hot sun, peer around the edges of the barrier to observe the results of their work. The breach they carved was just wide enough for the U.S.-made, Iraqi army-owned and now jihadist-purloined Humvees to pass through in single file. While a charter outlining an antiquated interpretation of Sharia was being disseminated in Mosul, #SykesPicotOver trended on jihadist Twitter feeds. From the point of view of Iraq’s jihadist celebrities, the 1916 borders drawn in secret by British and French imperialists represented by Sir Mark Sykes and Francois Georges-Picot to divide up Mesopotamia are not only irrelevant, they are destructible.

Today, the most ardent defenders of those colonial borders sit in Baghdad, Damascus, Ankara, Tehran and Riyadh while the Europeans and Americans, already fatigued by a decade of war in this part of the world, are desperately trying to sit this crisis out. The burden is on the regional players to prevent a jihadist mini-emirate from forming, and beneath that common purpose lies ample room for intrigue. Read the rest of this entry »

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Borderlands: The View Beyond Ukraine

Borderlands: The View Beyond Ukraine is republished with permission of Stratfor.”

Editor’s Note: This is the final installment in George Friedman’s recent series written during his journey from the Baltics, through Central and Eastern Europe and then east to Turkey and Azerbaijan.
I traveled between Poland and Azerbaijan during a rare period when the forces that shape Europe appear to be in flux, and most of the countries I visited are re-evaluating their positions. The overwhelming sense was anxiety. Observers from countries such as Poland make little effort to hide it. Those from places such as Turkey, which is larger and not directly in the line of fire, look at Ukraine as an undercurrent rather than the dominant theme. But from Poland to Azerbaijan, I heard two questions: Are the Russians on the move? And what can these countries do to protect themselves?

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Worsening Violence in Iraq Threatens Regional Security

Worsening Violence in Iraq Threatens Regional Security is republished with permission of Stratfor.”

Summary

Battles continue to rage across northern Iraq, pitting jihadist group the Islamic State in Iraq and the Levant against Iraqi security forces and their allies. The growing reach of the Islamic State in Iraq and the Levant has escalated an already brutal campaign in Iraq. Alarmingly quick advances by the militants across an important region of the Middle East could draw in regional powers as well as the United States.

Analysis

Using hit-and-run tactics, the Islamic State in Iraq and the Levant, also known as ISIL, has sought to keep Iraqi security forces dispersed and under pressure. ISIL has achieved this by striking at areas where security forces are weak and withdrawing from areas where Baghdad has concentrated its combat power. The jihadists have been working hard to improve their tradecraft by developing skill sets ranging from staging complex ambushes to using Iraqi army equipment effectively in surprise raids. ISIL has also sought to better develop its ties with local Sunni communities. Read the rest of this entry »

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Geopolitical Journey, Part 2: Borderlands

Geopolitical Journey, Part 2: Borderlands is republished with permission of Stratfor.”

Editor’s Note: Stratfor’s George Friedman is continuing his trip this week across the region, including the countries of Slovakia, Hungary, Romania, Poland, Serbia, Turkey and Azerbaijan. This report on the same region was written in 2010, as he was returning from a similar journey that explored the geopolitical imperatives of those nations. The observations and forecasts then in many ways mirror the reality today, four years later.

By George Friedman
Founder and Chairman

A borderland is a region where history is constant: Everything is in flux. The countries we are visiting on this trip (Turkey, Romania, Moldova, Ukraine and Poland) occupy the borderland between Islam, Catholicism and Orthodox Christianity. Roman Catholic Hapsburg Austria struggled with the Islamic Ottoman Empire for centuries, with the Ottomans extending northwest until a climactic battle in Vienna in 1683. Beginning in the 18th century, Orthodox Russia expanded from the east, through Belarus and Ukraine. For more than two centuries, the belt of countries stretching from the Baltic to the Black seas was the borderland over which three empires fought. Read the rest of this entry »

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