Category: Uncategorized
The agreement they didn’t sign
I wrote most of this piece before today’s meeting. The analysis of the agreement is I think correct, even if OBE.
The US-Ukraine minerals deal were supposed to sign today has one great virtue. There are no obvious no-no’s, like limits on its territorial extent or obligations Ukraine will find onerous. It really doesn’t constitute what President Trump said he wanted, which was payback for US assistance. It does make Ukraine devote half its future natural resource revenue to the joint fund the agreement promises. But that is no loss since the fund is devoted exclusively to investments in Ukraine.
But if there are no glaring errors, it still doesn’t constitute a “devastating blow” to Putin. The devil is in the details, which haven’t been negotiated yet. Does this agreement apply to all of Ukraine’s sovereign territory as of 2014, before the first Russian intervention? Can the US turn around and negotiate a similar agreement with Russia that applies to territory Moscow now controls? It just isn’t clear.
This is essentially an agreement to negotiate an agreement. No harm yet in that.
No security guarantees
The big omission from Ukraine’s perspective is the lack of security guarantees. The agreement says this:
The Government of the United States of America supports Ukraine’s efforts to obtain security guarantees needed to establish lasting peace.
That is a backhanded way of saying the US won’t give guarantees but will support Ukraine’s effort to get them. The implied source is Europe, including the United Kingdom and Turkey as well as the European Union. No one else is available. The Europeans should bear this burden. Russian guarantees aren’t worth the paper they are written on.
The problem is that the US saying that the US will not guarantee the guarantors. That is, if NATO European member states guarantee Ukraine’s security, NATO’s Article 5 will not apply to their forces. If the Europeans get into trouble, for example with the Russians, the US will not help them out.
That is important. The obligation to protect European forces in Bosnia led to the Dayton peace agreement. Dick Holbrooke convinced President Clinton it would be better to deploy Americans to end the war rather than conduct an evacuation of the Europeans.
Production isn’t going to be easy or quick
Ukraine is a big country and may have lots of resources of interest to the US.
Here are the more “critical” deposits, rare earths and others (the pinkish area in the southeast is Russian-occupied territory):
But none of this is going to be easy or quick to exploit. Yesterday’s NPR interview on the subject suggested it will 18 years from the required up-to-date mapping to mineral production from a mine:
That would be 18 years in peacetime, or in a peaceful area of the country. I’m not holding my breath.
So why did it blow up?
Signing this agreement, which is no more than an agreement to negotiate, would have been much better than a pissing match. But Vance and Trump seem to me determined to sandbag Zelensky, who wasn’t humble enough for their tastes:
Zelensky should not have taken the bait. Who knows what comes next!
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Part II: what can be done?
J. F. Carter, US Army (ret LTC) 1968-1992, United Nations (ret D-1) 1992-2009, and European Union (ret D-1) 2009-2011, continues his analysis of the problems from last week with this proposal for solutions:
Donald Trump did not put his hand on the Bible during the swearing-in. He doesn’t feel constrained to protect the United States against all enemies domestic and foreign.
What can be done?
Be part of the Resistance:
- Bury your Congressmen and Senators with emails and letters!
- Organize and protest!
- Support politicians who understand that our democracy and Constitution are under threat!
- Join a political party that supports and follows the principles outlined in the Declaration of Independence and Constitution!
- Donate time and money!
- Vote!
- Elect Democrats, Independents and Republicans in 2026 who oppose Trumpism and MAGA!
- Support the courts to fight the battle against blatant violations of civil and legal rights!
- Educate and devote yourselves to the best of our government’s ideals!
Absent voters handed Trump his office, but we still have vestiges of three equal branches of government. J. D. Vance wants to ignore the principle of judicial review, established in Marbury vs Madison in the 18th century. But he hasn’t won that battle yet. Ours is still a government that rules by law, not by the whims of one man. We got rid of King George III. We do not need King Donald.
Ukraine
On the international front, Trump is creating chaos with Allies and aligning the US with Russia. There is a lot to be done:
- Support European efforts in favor of Ukrainian sovereignty and against Russian aggression!
- Insist that Europe and Ukraine be part of any peace negotiations!
- Do not abandon a free nation, with a democratically, popular leader like Zelensky, under attack!
- Ukraine’s defense is ours in the long run!
At home
Domestically, we need to create a stronger, more representative, and transparent democracy. It should not divide Americans but unite them, e pluribus unum. We need a Government of National Reconciliation as well as
- A Council of Sages consisting of former Presidents/VPs/advocates for the Constitution and democracy to speak directly to the American public on a regular basis;
- Term limits of 12 years for all Congress persons, Senators and judges;
- An end to Citizens United and return to one-person/one-vote, instead of allowing oligarchs to buy elections;
- Public financing of elections with equal funding for Independents, Democrats and Republican candidates that pass a certain threshold of voter support;
- Re-districting panels to ensure that there is competition in state and local elections;
- Voter registration/certification/verification panels;
- Strict laws prohibiting foreign interference (political or financial) in US elections ;
- Greater accountability and transparency of public spending;
- Admission of Puerto Rico and DC as states;
- Consultative counsels to meet monthly with local officials to discuss concerns and provide recommendations on how to improve local governance.
None to speak for me
Remember what German pastor Martin Niemöller said regarding the silence of the German public following the Nazi rise to power?
First they came for the socialists, and I did not speak out—because I was not a socialist.
Then they came for the trade unionists, and I did not speak out—because I was not a trade unionist.
Then they came for the Jews, and I did not speak out—because I was not a Jew.
Then they came for me—and there was no one left to speak for me.
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How to solve the Dayton puzzle
Bosnian Fulbrighter Cancar will present tomorrow 11-12:30 at the Johns Hopkins School of Advanced International Studies. Please register and join us!
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Four more years is four too many
It’s a sad day for America. Not only has Donald Trump re-entered the White House. His wealthy buddies are no longer hiding their allegiances. Elon Musk is not only supporting Alternative für Deutschland. He is copying a salute most Germans still remember with shame.
Off to the expected scams
Trump’s first moves are against immigrants and in favor of the fossil fuel industry. Ignoring the 14th amendment, he is trying to deprive people born in the US of citizenship it provides. He has also blocked asylum seekers. Raids that will round up legal as well as illegal immigrants are imminent. Trump wants to get rid of Biden’s efforts to slow global warming and accelerate oil, gas, and coal production. He is withdrawing from the Paris climate agreement, which allows Washington to define its own measures to prevent climate change. He has also ordered withdrawal from the World Health Organization.
Trump is also promising Tik Tok relief from a law that provides for no possibility of relief from the president. He is pardoning 1500 criminals, most of whom attacked the Capitol violently on January 6, 2021. The Trump family has launched a crypto “memecoin” that has already put billions in his pockets. It will implode, like other such frauds, plundering late-comer investors. Trump’s threatened 25% tariffs on Canada and Mexico February 1 will cause a major trade war. That will jack up inflation and impoverish many people in the Western Hemisphere.
Don’t lose sight of the baseline
Biden is leaving office with an extraordinary record of achievement. Federal and state prosecutors, including in deep red states, have found no reason to prosecute any Biden Administration political appointees. None have resigned in scandal. Biden pardoned his family not because they had done something wrong but because he rightfully feared Trumped-up charges against them. Trump’s nominee for FBI Director has promised such revenge. Note he did not pardon himself.
The economic stats at the end of 2024 are these:
- Unemployment 4.1% (12/24)
- GDP growth 3.0% (IV 24)
- Inflation 2.9% (2024)
- Budget deficit $2T (2024)
- Stock market (DJ) 43k, more or less
What are the odds that Trump will beat all these benchmarks? Close to zero. Three of them? Not much higher. We’ll have to wait and see.
Here are just a few other Biden claims:
—Strongest economy in the world —Nearly 16 million new jobs, a record —Wages up —Inflation coming down —Racial wealth gap lowest in 20 years —Historic infrastructure investments —Lower prescription drug costs —Record health insurance coverage —Most significant climate law ever —First major gun safety law in 30 years —First Black woman on Supreme Court —Help for 1 million veterans exposed to toxins —Violent crime rate at 50-year low —Border crossings lower than when Trump left office
Foreign policy
I fault Biden for his sloppy handling of the Afghanistan withdrawal and his failure to rein in Israel in Gaza. That undermined his claim that America stands up for democracy. He responded reasonably well and quickly to the fall of Assad in Syria. With Iran, Biden failed to revive the nuclear agreement. That has left a big challenge for Trump. But if Biden had succeeded, Trump would have withdrawn again.
Biden was great reunifying and rallying NATO to support for Ukraine. Fearful of provoking war between the US and Russia, however, Biden was too hesitant in providing long-range weapons. I hope Trump will give Kyiv all it needs to win. In the Balkans, Biden’s knowledgeable minions were miserably unsuccessful.
Biden was good on China, Taiwan, India, and Asia in general. But he couldn’t refocus more attention there due to events in the Middle East. We’ll have to see if Trump does better.
Next four years
Half the country did not think this was enough. They disliked Kamala Harris, an articulate, experienced, competent, Black and Indian woman. She had been a successful prosecutor and a senator. They thought they would do better with a convicted felon, womanizer, racist, and flim-flam man. I’ll be interested to hear what they have to say after four more years of his bombast.
PS: Let me be clear: four more yours is four too many. But the last thing I would want is to see the Vice President in the Oval Office. He is arguably worse.
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What could go wrong in 2025
The next year promises to be a challenging one, both at home and abroad. I’ll leave the prognosticating inside the US to others. Abroad I expect the new Trump Administration to disappoint in many ways.
Ukraine
Trumpians have already proposed to Russian President Putin an end to the Ukraine war along current confrontation lines. Ukraine would stay outside NATO for 20 years. The Europeans would monitor the ceasefire. But Russian Foreign Minister Lavrov has labeled this generous armistice offer a non-starter. The Russians want all of Ukraine, not a piece of it. They want President Zelensky out and their own puppet in. And they want a permanent bar on NATO membership for Ukraine.
It was of course a mistake for Trump to float a peace proposal even before taking power. That is by definition a moment of weakness. But Trump has never shown strength in dealing with Putin. His failure to support the Ukrainians will allow Russia to continue to gain territory. Unless Moscow suffers an economic or political collapse, the war will continue with Ukraine disadvantaged. Biden neglected to give Ukraine everything it wanted. Trump will refuse to give it everything it needs.
Middle East
That will have repercussions in other areas. Russia will retain its bases in Syria. It will use them to protect the Alawite-plurality west from alleged Damascus abuses. That will de facto partition Syria, just as Russian policy has de facto partitioned Ukraine. Trump will hesitate to lift sanctions on Syria, limiting the peace dividend to Syrians. He will withdraw the American troops, weakening the Kurds. More extreme armed groups in Syria will strengthen. Pro-democracy forces will weaken.
Trump will support the expanded Israeli role in the region. This will include security control not only over the Gaza and the West Bank, but also Lebanon south of the Litani River, the Golan Heights, Jordan, and Sinai. Israel will involve the US in an attack on Iranian nuclear sites that will succeed in setting back the program. But it will also give Tehran reason to redouble its nuclear efforts.
The Houthis will continue their attacks on Israel and shipping in the Red Sea. Intensified US and Israeli bombardment will fail to dislodge them from Sanaa.
Balkans
Russia’s success in Ukraine and Syria as well as Israel’s in neighboring countries will encourage irredentist ambitions in the Balkans. Serbia will continue to look for a pretext to move into northern Kosovo, claiming Serbs there are mistreated. If Belgrade invades, NATO troops would fail to repel the Serbian army. Albania would then propose a referendum on union with Kosovo. The net result would be ethnic cleansing of Serbs from Kosovo south of the Ibar and Albanians from southern Serbia. Republika Srpska would secede from Bosnia and Herzegovina, precipitating ethnic cleansing and split of the state into three parts.
China and Taiwan
Under the influence of Elon Musk, Trump will allow Bytedance to continue to operate TikTok in the US.
But he will go through with heightened tariffs on imports from China, which will retaliate with tariffs on US goods. The resulting trade war will send the world economy into a tailspin.
Unwilling to fulfill American alliance commitments, Trump will encourage South Korea and Taiwan to get their own nuclear weapons. That will cause Beijing and Pyongyang to accelerate their own nuclear buildup, worsening the security situation in the Pacific.
What I missed
Trump will ignore the several wars in Africa. He will end US efforts to deal with climate change. He will continue to blabber about taking over Canada, Greenland, and the Panama Canal but those ambitions are smokescreens. Trump’s real ambition is to make everything about him. He has no fear of failure because he is confident he can spin whatever happens as success. That is what he is really good at. At least half of America believes it.
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More remains to be done, but credit is due
Opposition and Turkish forces now control Syria’s northwest, northeast, north, south and the main cities of its north/south axis. But most of the west–the provinces of Latakia and Tartus–are still not fully in opposition control. Ditto much of the center.
The Alawites
The Alawite sect to which Bashar al Assad belonged constituted only about 10% of Syria’s population before the civil war. But Alawites are a plurality in the west. They live more in the countryside than in the main cities. The leader of the opposition, Hayat Tahrir al Sham (HTS), has named a military commander for the west. He met with Alawite notables in Latakia Tuesday. @GregoryPWaters cites an Alawite professor present, who reports:
The broad, summarized headlines that we all felt were true:
– No to sectarianism absolutely
– No to violating the property of individuals and institutions
– No to division
– No going back, everyone was harmed by the previous regime in one way or another
That is as friendly a message from HTS as possible. It is not entirely surprising. HTS has been reaching out to Syria’s minorities to preserve Syria’s unity. The Alawites of Latakia and Tartus suffered a great under their co-religionist Assad. They lost a lot of young people in the war. They had to toe the line or risk the full weight of his repression. Many Sunnis and others resented their access to privilege and power.
The trick now is to somehow hold individuals who committed abuses accountable while not mistreatinthe rest. Many of Assad’s henchmen, Sunni as well as Alawite, will have fled to Latakia and Tartus. Ferreting them out and giving them fair trials will not be easy.
The Russians
Besides the Alawites, the Russians are a problem in the west. They operate the Syrian Khmeimim Air Base in Latakia and lease a naval base farther south in Tartus. The air base has since 2015 launched thousands of sorties against opposition forces and civilians. The naval base is Russia’s only naval facility in the Mediterranean. Turkey has closed the Bosporus to military traffic due to the war in Ukraine. So the Tartus base is particularly important to the Russians. The air base is not, as its role has been overtaken by events.
Still, Moscow is insisting on keeping both. Russia will be arguing that the Syrians shouldn’t rely too heavily on Turkey. HTS has not signaled that it wants them out. Putin will be lucky to retain the naval facility.
The Islamic State
Much of the white area on the above map is sparsely populated. But it hosts Islamic State cells. HTS will now have to shoulder the burden of eliminating them. It should be willing to do so, as the Islamic State is a rival, not an ally. But it isn’t easy. The Americans could be helpful from the air and might be willing. Someone should ask, or offer. Once HTS gets that done, the Americans will not want to stay in Syria. And future President Trump won’t want them to.
A remarkable job
HTS-led forces have done a remarkable job in a short time. The risks of fragmentation are still there, but lower than a week ago. Abu Mohammed al Jolani has sent the right political signals. There is still more to be done, but credit is due.
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