Posts Tagged Stratfor

Stratfor Third Quarter Forecast

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The Next Phase of the Arab Spring

The Next Phase of the Arab Spring is republished with permission of Stratfor.”

Analysis

The Arab Spring was an exercise in irony, nowhere more so than in Egypt. On the surface, it appeared to be the Arab equivalent of 1989 in Eastern Europe. There, the Soviet occupation suppressed a broad, if not universal desire for constitutional democracy modeled on Western Europe. The year 1989 shaped a generation’s thinking in the West, and when they saw the crowds in the Arab streets, they assumed that they were seeing Eastern Europe once again.

There were certainly constitutional democrats in the Arab streets in 2011, but they were not the main thrust. Looking back on the Arab Spring, it is striking how few personalities were replaced, how few regimes fell, and how much chaos was left in its wake. The uprising in Libya resulted in a Western military intervention that deposed former leader Moammar Gadhafi and replaced him with massive uncertainty. The uprising in Syria has not replaced Syrian President Bashar al Assad but instead sparked a war between him and an Islamist-dominated opposition. Elsewhere, revolts have been contained with relative ease. The irony of the Arab Spring was that in opening the door for popular discontent, it demonstrated that while the discontent was real, it was neither decisive nor clearly inclined toward constitutional democracy. Read the rest of this entry »

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China’s Space Program Tries to Catch Up

China’s Space Program Tries to Catch Up is republished with permission of Stratfor.”

Summary

China’s strategic focus on space is less about national pride than about the importance of space for both the military and economic progress of the country. The Chinese space program has developed rapidly over the past decade, illustrating the importance of the program to Beijing. Shenzhou 10, a 15-day mission that began June 11 and returned to Earth the morning of June 26 marked China’s fifth manned mission to space. An increasing, ongoing presence in space is essential for civilian and military communications. Satellites’ functions include navigation systems such as GPS, weather data and communications relays. But the significance of space goes beyond satellites. Technological advancement and development is required for countries such as China that want to participate in future resource development in space. Read the rest of this entry »

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Egypt: Military Coup Bodes Ill for Future Stability

Egypt: Military Coup Bodes Ill for Future Stability is republished with permission of Stratfor.”

Analysis

Egyptian military chief Gen. Abdel Fattah al-Sisi announced July 3 that the country’s president, Mohammed Morsi, had been removed from office in the wake of popular unrest. In a short media statement, al-Sisi, who was flanked by the three armed services chiefs, opposition leaders, the sheikh of al-Azhar Mosque and the pope of the Coptic Church, announced that Adly Mansour, chief justice of the Constitutional Court, has replaced Morsi as interim president. He also announced that the constitution has been suspended. Mansour’s appointment is notable in that one of the key demands of the Tamarod protest movement was that he become president. The provisional government will be holding fresh parliamentary and presidential elections.

The arrangement was made without the involvement of Morsi, whose whereabouts remain unknown, or of anyone representing the Muslim Brotherhood’s political arm, the Freedom and Justice Party. The Muslim Brotherhood, which has effectively been thrown out of power, must now figure out how to respond. The group probably will not respond violently, but it will engage in civil unrest that will lead to violence. Though the Brotherhood is unlikely to abandon the path of democratic politics, Morsi’s ouster will lead elements from more ultraconservative Salafist groups to abandon mainstream politics in favor of armed conflict.

The overthrow of Egypt’s moderate Islamist government undermines the international efforts to bring radical Islamists into the political mainstream in the wider Arab and Muslim world. Ultimately, within the context of Egypt, Morsi’s ouster sets a precedent where future presidents can expect to be removed from office by the military in the event of pressure from the masses. In a way, this was set in motion by the ouster of former President Hosni Mubarak, and it does not bode well for the future stability of Egypt.

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Egypt’s Atypical Military Coup

Egypt’s Atypical Military Coup is republished with permission of Stratfor.”

Summary

There is a great debate underway in Egypt on whether the move to oust President Mohammed Morsi is tantamount to a military coup. Considering that the Egyptian army is forcibly removing a democratically elected president in the wake of nation-wide unrest, the military intervention is indeed a coup. However, it differs from other coups in that direct military rule will not be imposed.

Analysis

There is a great debate underway in Egypt on whether the move to oust President Mohammed Morsi is tantamount to a military coup. Considering that the Egyptian army is forcibly removing a democratically elected president in the wake of nation-wide unrest, the military intervention is indeed a coup. However, it differs from other coups in that direct military rule will not be imposed. Read the rest of this entry »

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Russia After Putin: Inherent Leadership Struggles

Russia After Putin: Inherent Leadership Struggles is republished with permission of Stratfor.”

Analysis

Editor’s Note: This is the first part of a three-part series on Russia’s leadership after President Vladimir Putin eventually leaves office. Part 1 revisits Putin’s rise to power; Part 2 will examine Russia’s demographics, energy sector and Putin’s political changes; and Part 3 will explore whether the political systems Putin has built will survive him.

Russia has undergone a series of fundamental changes over the past year, with more changes on the horizon. Russia’s economic model based on energy is being tested, the country’s social and demographic make-up is shifting, and its political elites are aging. All this has led the Kremlin to begin asking how the country should be led once its unifying leader, Vladimir Putin, is gone. Already, a restructuring of the political elite is taking place, and hints of succession plans have emerged. Historically, Russia has been plagued by the dilemma of trying to create a succession plan following a strong and autocratic leader. The question now is whether Putin can set a system in place for his own passing out of the Russian leadership (whenever the time may be) without destabilizing the system as a whole.

A Difficult Land to Rule

Without a heavy-handed leader, Russia struggles to maintain stability. Instability is inherent to Russia given its massive, inhospitable territory, indefensible borders, hostile neighboring powers and diverse population. Only when it has had an autocratic leader who set up a system where competing factions are balanced against each other has Russia enjoyed prosperity and stability. Read the rest of this entry »

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Obstacles to a Syrian Regime Victory in Aleppo

Obstacles to a Syrian Regime Victory in Aleppo is republished with permission of Stratfor.”

Summary

In the wake of their seizure of Qusair in western Syria, Syrian loyalist forces are bent on capitalizing on their newfound momentum by wresting more of the loyalist core from the rebels and advancing on rebel-held territory. In order to continue their advance, however, loyalist forces will have to address logistical difficulties, potentially fight through powerful rebel blocking positions and overcome increasing U.S. weapons aid to the rebels.

Analysis

The regime has by and large proved that the loyalist core is not seriously threatened at the moment. However, for their resurgence to seriously undermine the rebellion, the loyalists would need a victory in Aleppo. Seizing Aleppo would simultaneously give the loyalists effective control of the vast majority of Syria’s population centers, defeat perhaps the largest concentration of rebel forces and inflict a terrible blow to the rebels’ morale. Read the rest of this entry »

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Geopolitical Journey: Azerbaijan and America

Geopolitical Journey: Azerbaijan and America is republished with permission of Stratfor.”

By George Friedman

There is a point where three great powers — Russia, Turkey and Persia — meet: the Caucasus. At the moment they converge in a country called Azerbaijan. That fact makes Azerbaijan a battleground for these three great powers, which have competed with each other along various borders for centuries. Until 1991 Azerbaijan was part of the Soviet Union, as was the rest of the South Caucasus. But as the Russian border moved north, Armenia, Georgia and Azerbaijan were once more unveiled by history. Of the three, Azerbaijan won the geopolitical prize of bordering the three great regional powers.

It also emerged as a major energy producer. At the end of the 19th century, half of the oil in the world was produced in Azerbaijan, whose oil fields around the capital, Baku, were developed by the Nobel brothers, famed for dynamite and prizes. This is where they made their fortune. I had the pleasure of dining at their mansion a few years ago, a guest of government officials. Whatever others might have thought in that elegant house, I thought of Hitler urgently trying to reach Baku and its oil, and the fact that his disaster at Stalingrad was actually part of his attempt to seize Azerbaijan’s oil fields. Azerbaijan was once the prize of empire. It is now independent in a very dangerous place. Read the rest of this entry »

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Geopolitical Journey: Nostalgia for NATO

Geopolitical Journey: Nostalgia for NATO is republished with permission of Stratfor.”

By George Friedman
Founder and Chairman

Several years ago, I wrote a series of articles on a journey in Europe. It was intended both to be personal and to go beyond recent events or the abstract considerations of geopolitics. This week I begin another journey that will take me from Portugal to Singapore, and I thought that I would try my hand again at reflecting on the significance of my travels.

As I prepare for my journey, I am drawn to a central question regarding the U.S.-European relationship, or what remains of it. Having been in Europe at a time when that relationship meant everything to both sides, and to the world, this trip forces me to think about NATO. I have been asked to make several speeches about U.S.-European relations during my upcoming trip. It is hard to know where to start. The past was built around NATO, so thinking about NATO’s past might help me put things in perspective.

On a personal level, my relationship with Europe always passes through the prism of NATO. Born in Hungary, I recall my parents sitting in the kitchen in 1956, when the Soviets came in to crush the revolution. On the same night as my sister’s wedding in New York, we listened on the radio to a report on Soviet tanks attacking a street just a block from where we lived in Budapest. I was 7 at the time. The talk turned to the Americans and NATO and what they would do. NATO was the redeemer who disappoints not because he cannot act but because he will not. My family’s underlying faith in the power of American alliances was forged in World War II and couldn’t be shaken. NATO was the sword of Gideon, albeit lacking in focus and clarity at times. Read the rest of this entry »

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Redlines and the Problems of Intervention in Syria

Redlines and the Problems of Intervention in Syria is republished with permission of Stratfor.”

By George Friedman
Founder and Chairman

The civil war in Syria, one of the few lasting legacies of the Arab Spring, has been under way for more than two years. There has been substantial outside intervention in the war. The Iranians in particular, and the Russians to a lesser extent, have supported the Alawites under Bashar al Assad. The Saudis and some of the Gulf States have supported the Sunni insurgents in various ways. The Americans, Europeans and Israelis, however, have for the most part avoided involvement.

Last week the possibility of intervention increased. The Americans and Europeans have had no appetite for intervention after their experiences in Afghanistan, Iraq and Libya. At the same time, they have not wanted to be in a position where intervention was simply ruled out. Therefore, they identified a redline that, if crossed, would force them to reconsider intervention: the use of chemical weapons. Read the rest of this entry »

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Why the Boston Bombers Succeeded

Why the Boston Bombers Succeeded is republished with permission of Stratfor.”

By Scott Stewart
Vice President of Analysis

When seeking to place an attack like the April 15 Boston Marathon bombing into context, it is helpful to classify the actors responsible, if possible. Such a classification can help us understand how an attack fits into the analytical narrative of what is happening and what is likely to come. These classifications will consider factors such as ideology, state sponsorship and perhaps most important, the kind of operative involved.

In a case where we are dealing with an apparent jihadist operative, before we can classify him or her we must first have a clear taxonomy of the jihadist movement. At Stratfor, we generally consider the jihadist movement to be divided into three basic elements: the al Qaeda core organization, the regional jihadist franchises, such as al Qaeda in the Arabian Peninsula, and grassroots operatives who are radicalized, inspired and perhaps equipped by the other two tiers but who are not members of either. Read the rest of this entry »

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Mexico’s Drug War: Balkanization Leads to Regional Challenges

Mexico’s Drug War: Balkanization Leads to Regional Challenges is republished with permission of Stratfor.”

Editor’s Note: This Security Weekly assesses the most significant cartel-related developments of the first quarter of 2013 and provides updated profiles of Mexico’s powerful criminal cartels, as well as a forecast for the rest of this year. It’s the executive summary of a more detailed report available to clients of our Mexico Security Monitor service.

By Tristan Reed
Tactical Analyst

Balkanization of Cartels

Since the late 1980s demise of the Guadalajara cartel, which controlled drug trade routes into the United States through most of Mexico, Mexican cartels have followed a trend of fracturing into more geographically compact, regional crime networks. This trend, which we are referring to as “Balkanization,” has continued for more than two decades and has impacted all of the major cartel groups in Mexico. Indeed the Sinaloa Federation lost significant assets when the organizations run by Beltran Leyva and Ignacio Coronel split away from it. Los Zetas, currently the other most powerful cartel in Mexico, was formed when it split off from the Gulf cartel in 2010. Still these two organizations have fought hard to resist the trend of fracturing and have been able to grow despite being affected by it. This led to the polarized dynamic observed in 2011 when these two dominant Mexican cartels effectively split Mexican organized crime in two, with one group composed of Los Zetas and its allies and the other composed of the Sinaloa Federation and its allies.

This trend toward polarization has since been reversed, however, as Balkanization has led to rising regional challenges to both organizations since 2012. Most notable among these is the split between the Cartel de Jalisco Nueva Generacion and the Sinaloa Federation. The Sinaloa Federation continues to struggle with regional crime groups for control in western Chihuahua state, northern Sinaloa state, Jalisco state and northern Sonora state. Similarly, Los Zetas saw several regional challengers in 2012. Two regional groups saw sharp increases in their operational capabilities during 2012 and through the first quarter of 2013. These were the Cartel de Jalisco Nueva Generacion and the Knights Templar. Read the rest of this entry »

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China and North Korea: A Tangled Partnership

China and North Korea: A Tangled Partnership is republished with permission of Stratfor.”

By Rodger Baker
Vice President of East Asia Analysis

China appears to be growing frustrated with North Korea’s behavior, perhaps to the point of changing its long-standing support for Pyongyang. As North Korea’s largest economic sponsor, Beijing has provided the North Korean regime with crucial aid for years and offered it diplomatic protection against the United States and other powers. To outsiders, China’s alliance with North Korea seems like a Cold War relic with little reason for persisting into the 21st century. However, Beijing’s continued support for Pyongyang is not rooted in shared ideology or past cooperation nearly as much as in China’s own security calculations.

Perhaps nothing sums up the modern relationship more effectively than the oft repeated comment that the two countries are “as close as lips and teeth.” Far from a statement of intense friendship, the completion of that Chinese aphorism — “When the lips are gone, the teeth will be cold” — highlights China’s interest in propping up the North Korean regime. North Korea serves as a buffer state for China’s northeast, and though Pyongyang can exploit that need, the North Korean leadership harbors no illusion that China is truly interested in the survival of any particular North Korean regime so long as Beijing can keep its buffer. Read the rest of this entry »

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Beyond the Post-Cold War World

Beyond the Post-Cold War World is republished with permission of Stratfor.”

By George Friedman
Founder and Chairman

An era ended when the Soviet Union collapsed on Dec. 31, 1991. The confrontation between the United States and the Soviet Union defined the Cold War period. The collapse of Europe framed that confrontation. After World War II, the Soviet and American armies occupied Europe. Both towered over the remnants of Europe’s forces. The collapse of the European imperial system, the emergence of new states and a struggle between the Soviets and Americans for domination and influence also defined the confrontation. There were, of course, many other aspects and phases of the confrontation, but in the end, the Cold War was a struggle built on Europe’s decline.

Many shifts in the international system accompanied the end of the Cold War. In fact, 1991 was an extraordinary and defining year. The Japanese economic miracle ended. China after Tiananmen Square inherited Japan’s place as a rapidly growing, export-based economy, one defined by the continued pre-eminence of the Chinese Communist Party. The Maastricht Treaty was formulated, creating the structure of the subsequent European Union. A vast coalition dominated by the United States reversed the Iraqi invasion of Kuwait. Read the rest of this entry »

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A New Reality in U.S.-Israeli Relations

A New Reality in U.S.-Israeli Relations is republished with permission of Stratfor.”

By George Friedman
Founder and Chairman

U.S. President Barack Obama is making his first visit to Israel as president. The visit comes in the wake of his re-election and inauguration to a second term and the formation of a new Israeli government under Prime Minister Benjamin Netanyahu. Normally, summits between Israel and the United States are filled with foreign policy issues on both sides, and there will be many discussed at this meeting, including Iran, Syria and Egypt. But this summit takes place in an interesting climate, because both the Americans and Israelis are less interested in foreign and security matters than they are in their respective domestic issues.

In the United States, the political crisis over the federal budget and the struggle to grow the economy and reduce unemployment has dominated the president’s and the country’s attention. The Israeli elections turned on domestic issues, ranging from whether the ultra-Orthodox would be required to serve in Israel Defense Forces, as other citizens are, to a growing controversy over economic inequality in Israel.

Inwardness is a cyclic norm in most countries. Foreign policy does not always dominate the agenda and periodically it becomes less important. What is interesting is at this point, while Israelis continue to express concern about foreign policy, they are most passionate on divisive internal social issues. Similarly, although there continues to be a war in Afghanistan, the American public is heavily focused on economic issues. Under these circumstances the interesting question is not what Obama and Netanyahu will talk about but whether what they discuss will matter much.  Read the rest of this entry »

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