Tag: China

A Balkans agenda for the lame duck

We are entering the final stretch before the US election. That means a lame duck period for lower priority parts of the world like the Balkans until January 20. Neither Kamala Harris nor Donald Trump is likely to say anything about the region before November 5. Even after Inauguration Day it will be some time before the new administration focuses on the Balkans.

We can guess their views

Harris’ views on the Balkans are unknown. But she has spent a career prosecuting criminals and defending equal rights. That likely tells you something about her attitude toward corruption and ethnonationalism. Trump is a corrupt white supremacist who tried to partition Kosovo while in the White House. If elected, he will no doubt empower Ric Grenell or his doppelganger to try again in Kosovo and Bosnia. Serbia has leverage on Trump. Jared Kushner has been looking for investment opportunities there.

What should the people at the State Department and in the White House do in this lame duck period? They should seek to correct the mistakes of the last three years, which have produced mainly diplomatic failure in the Balkans. The Biden Administration mistakenly focused on creating a statutory Association of Serb Majority Municipalities in Kosovo. In Bosnia, it rightly sought to disempower ethnonationalist politicians, but it succeeded mainly with Bosniaks. Those priorities condemned Biden’s Balkan policies to strategic defeat. They also alienated Kosovars and Bosniaks, America’s best friends in the region.

Here are a few ideas to correct course. Assuming that Harris will be elected, as I fondly hope, these thoughts aim to reduce the sway of ethnic nationalism. They would also increase the functionality of governance in still-fragile Kosovo as well as Bosnia and Herzegovina.

Some ideas
  1. Consult with Kosovo Prime Minister Kurti on a joint plan to establish beyond doubt his country’s sovereignty and territorial integrity. This should include an end to Belgrade intimidation of Serbs who join Kosovo security institutions and wider international recognition.
  2. Adopt as the official US stance conditional support for a nongovernmental Association of Serb Majority Municipalities. The municipalities themselves should form this Association consistent with the Kosovo constitution. The conditions should include Belgrade fulfillment of its obligations under the agreement in which Pristina agreed to the Association.
  3. Tell Belgrade publicly that it needs to produce accountability for the Serbian government malfeasance of last year. That includes the kidnapping of Kosovo police, rioting against KFOR, and the Banjska terrorist plot.
  4. Stop the bad-mouthing of Serbian environmentalists who oppose the Rio Tinto lithium plant. Start publicly criticizing corruption and growing autocracy in Belgrade.
  5. End the Bosnia High Representative’s intervention to reverse the European Court of Human Rights ruling in the Kovacevic case. The ECHR ruling promises a big step in reducing ethnic nationalist control of state institutions in Bosnia and Herzegovina.
  6. Develop criminal charges in the US against the leading Serb and Croat advocates (Milorad Dodik and Dragan Covic) of ethnonational division in Bosnia.

There are some tall orders in this list. But the failure of three years of misguided US and EU diplomatic efforts suggests a dramatic turn is needed.

The resistance will be strong

Serbia’s President Vucic is committed to the “Serbian world” goal of governing Serbs in neighboring countries. He has succeeded in Montenegro. The government in Podgorica is under Serbia’s thumb. In Bosnia and Kosovo, only de facto partition can deliver success to Serbia. Belgrade will resist all the above moves, as will their proxies in the neighboring countries.

Belgrade is at risk of falling irreversibly under the influence of Russia and China. The US needs to counter that influence with sticks as well as carrots. The carrots only appeasement approach has failed. Here is the result:

The Americans will be far more effective at all of this if the EU and UK will act in tandem. The UK will likely follow a strong US lead. The EU may not follow right away, That makes another task for the lame duck interval: getting Brussels on board.

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This is pandering, not diplomacy

Not everyone in Serbia wants a lithium mine. Despite the TRT caption, the Rio Tinto project has not yet produced any lithium.

The US and Europe have now teamed up to applaud the mining of lithium–needed mainly for electric vehicle batteries–in Serbia. The enthusiasm is over the top. German Chancellor Scholz was in Belgrade for the July signing of a Serbia/EU “strategic partnership” on sustainable raw materials, battery value chains, and electric vehicles. The US has likewise signed an agreement on US-Serbia strategic cooperation in the field of energy in Serbia. 

Brussels and Washington intend these agreements to encourage commercial exploitation of Serbia’s lithium deposits, under a contract with the British-Australian firm, Rio Tinto. Institutional investors (that is mutual funds, banks, pension and hedge funds) control 58% of Rio Tinto. The single biggest shareholder (11% Google AI tells me) is the Aluminum Corporation of China.

Not quite right

That is the first hint that something is not right. Washington and Brussels do not usually support British or Australian firms, or firms whose single largest shareholder is Chinese. But both the EU and US appear to have decided that Serbia’s lithium deposits are a top priority for electric car batteries.

But are they? Here is one picture of known lithium resources around the world:

Serbia’s lithium deposits amount to 1.3% of the global total. The resources are distributed widely around the world, most in the Western Hemisphere. Lithium is a commodity traded in a worldwide market, like oil. Serbia’s production has no great significance in this global picture.

Nor is the future market for lithium a sure thing. Other technologies are in the research and development pipeline. Five or ten years from now lithium is unlikely to be the only economically viable technology.

Why then?

Why then are European and American officials tripping over themselves to encourage the development of the Serbian lithium deposits? Deputy Assistant Secretary of State Kasanof has even suggested the lithium project could block the rise of ethnic nationalism in the Balkans. Meanwhile,

Here is a hint of what is really going on: US Ambassador Chris Hill told a debate in Belgrade on political options for the Western Balkans that many of the people protesting against plans to mine lithium in western Serbia support Russia.

Those protests are the most serious opposition movement still extant in Serbia today. Red-baiting (if we can still label Moscow as “red”) the demonstrators aims to undermine their impact. That is not the usual US position on environmental concerns. But the Rio Tinto project is a top priority for President Vucic. We can only imagine why. He has no doubt told the local diplomats that he will greatly appreciate their help in squelching the protests.

Let me be clear: I have no objection in principle to economic cooperation with Serbia, or to environmentally and financially sound production of lithium in Serbia or elsewhere. But I do object to European and American officials trying to squelch environmental and financial concerns to please an increasingly autocratic president.

Appeasement is the policy

The diplomatic pandering is part of a broader effort to appease Serbia, provide it with economic goodies, and convince it to turn westward. Let’s skip whether redbaiting legitimate environmental criticism reflects Western ideals. The bigger issue is whether this approach has any chance of working.

It is notable that in neither the European nor in the American agreements cited above does Serbia undertake to conduct its mining in an environmentally sound or financially transparent way. The State Department made it clear the US wants financial probity. The European agreement does likewise. But Belgrade didn’t commit to it in either agreement.

Serbia has aligned itself militarily and politically with Russia and China since Vucic became President, the recent purchase of French Rafale warplanes notwithstanding. Belgrade has also undertaken repeated efforts to destabilize northern Kosovo and to undermine the independence of Montenegro as well as the territorial integrity of Bosnia. The idea that Belgrade can be convinced to embrace the West is dumb. Vucic will take EU money and American political pressure on his environmental opponents, but neither will make him give up his affection for like-minded autocrats with irredentist ambitions.

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Hopeful v hopeless: guess who won

Last night’s presidential debate between former President Trump and Vice President Harris conformed to expectations. An ill-tempered Trump lied, rambled, and indulged in conspiracy theories. A smiling and bemused Harris projected herself as an agent of change and optimism. She was amiable and hopeful. He was threatening and hopeless. That’s what really counts.

Policy doesn’t count, but it is still worth considering

The economy: advantage Harris

On the economy, Trump promises little more than steep tariffs on everything, which a president can impose without Congressional approval, and extension of the tax cuts passed in 2017 for the (very) rich. Neither proposition should be attractive to 90% of Americans. He continues to insist that other countries will pay the tariffs, but they will also raise prices whenever they can to recoup whatever they pay. In addition, they will retaliate against US exports. So MAGA means higher prices and loss of market share abroad. Little to celebrate there.

Harris is flogging tax breaks for small business, families, and home construction. Not all of what she proposes makes good sense, and she has not said how she will pay for them. But her proposals respond to what most Americans are concerned about. All of what she wants would have to pass in Congress, which means there is at least a chance to get it right. Even if the Democrats were to gain control of both Houses, it would be difficult to hold together their majorities for proposals that don’t make sense.

Immigration: advantage Harris

This is Trump’s strong suit, but he played his hand poorly. He repeatedly claimed that immigrants are increasing the crime rate in the US. He even claimed that crime is down in Venezuela and other countries because all the criminals are being sent to the US. Harris didn’t respond forcefully on these points. I suppose she was wary of championing immigration. But crime is down in the US and it is not down in Venezuela and other migrant-exporting countries.

Harris hit a solid note with her response. She rightfully claimed Trump had blocked a bipartisan immigration bill that would have sharply increased the number of agents on the border. She did not say what a lot of us know: America needs immigrants. The labor market is tight and immigrants are prolific entrepreneurs who found a large number of new, small companies.

Foreign policy: advantage Harris

Trump was at pains to claim that he got NATO countries to ante up and that the world loves him. But America’s allies have been increasing military expenditures at least as fast under Biden. Trump repeated his claim that he would end the Ukraine war by negotiation before he even took office. The only way he could do that is by signaling lack of support for Ukraine. Trump was only able to cite Hungary’s would-be dictator, Viktor Orban, as a leader who appreciates him. Of course Putin, Xi, and Kim are also in that camp, but they are even less to Trump’s credit.

Harris cited Trump’s love affairs with those miscreants, as well as with the Taliban, as evidence of his failure to align the US with its democratic friends and allies. Even more important is that he failed to get anything worthwhile from his dreadful friends. Harris was effective in parrying Trump’s criticism of the Afghanistan withdrawal, which he had negotiated before Biden won the 2020 election.

Next

I expect the polls to show a visible jump for Harris in the next couple of weeks. She demonstrated at the debate a demeanor, temperament, and acuity that contrasted sharply with Trump’s. He looked and played the part of a tired incumbent. His ideas, insofar as he had any, were stale. Taylor Swift got it right. Kamala Harris will be the next President. That will give the Republicans time to end their romance with a crooked flim-flam man.

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Obamas let loose, but Harris needs more

Michelle Obama led the assault:

The Black job remark after 11:00 is my favorite.

Barack Obama delivered the coup de grâce:

It’s the seconds after 7:40 that I like best.

Rhetorical skills however are not all that matters in determining who the next president will be. Harris has already demonstrated that she is the same league with the Obamas when it comes to projecting hope and skewering Donald Trump. She is more than competitive with him in both the national polls and the battleground states. What could trip her up?

Harris’ hurdles

Trump is trying to make Harris out to be an extremist and a communist. That’s not going to work on the merits, though I suppose his repetition of the charges will help solidify his base. More likely, one of these issues will prove problematic:

  1. Immigration: Trump’s claims to have shut down the border are bogus. In addition he blocked a bipartisan effort in Congress to mitigate the problem of illegal immigration. But there is a big difference between Democrats and Republicans on immigration. Most voters do not however favor the mass expulsion that Trump advocates.
  2. The economy: Growth has held up well under Biden, but inflation has pretty much erased wage gains and higher interest rates have cut into home affordability. The number of jobs has exploded, but unemployment is up marginally due to more people entering the work force. Still, many job markets are still tight and immigrant workers are needed.
  3. Crime: Violent crime rates are back down to pre-pandemic levels, but public perception of crime is up, especially among Republicans. Crime in the US is largely a local and state issue, not a Federal one. But it has nevertheless often played a role in presidential elections. Harris’ record as a prosecutor should lend her at least some credibility on crime.
What doesn’t matter

Barring a disaster in Ukraine, foreign policy won’t matter much. All American politicians are now belligerent on China. Trump’s tariff proposals would be expensive for American consumers, but the Democrats haven’t been able to exploit that angle since they have kept his previous round of tariff increases. The Democrats are split on Gaza, but Trump has no way of exploiting the split to gain Arab American votes in Michigan because of his own over-the-top pro-Israel record. Venezuelan American votes count in Florida, but Biden doesn’t seem to be able to do what they want: chase the illegitimate President Maduro out of the country.

Ads will flood the airwaves between now and November 5, but there is little evidence they have a lot of impact. I suppose they would if one side or the other desists, but they won’t. Celebrity endorsements don’t seem critical either. I still hope Taylor Swift, who might be the exception, comes down hard for Harris.

Ground game does matter

“Ground game,” the term of art for retail politicking to convince voters one-to-one and get them to the polls, does matter. It is expensive and difficult to organize. Biden by all accounts had a big advantage over Trump in both money and organization in the battleground states. Harris has inherited that advantage. She now needs to ensure that her campaign uses it effectively. The Trump campaign is working hard to blunt her offensive by limiting who votes and whether their votes are counted.

I have no doubt Walz tonight and Harris tomorrow night will prove themselves worthy at the DNC. He knows how to inspire a team. She knows how to lead one toward the goal. Lots can still happen in the days, weeks, and months remaining. But there is a good chance America will restore itself and end the Trump plague once and for all.

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Read this to not be surprised

A few challenges today to the accepted wisdom:

  1. Iran and its allies will not necessarily attack Israel with missiles and drones.
  2. Whatever they do may not come soon.
  3. The prisoner exchange with Russia was a good thing, but it will have bad consequences.
  4. The American election outcome isn’t as uncertain as the current polling suggests.
The impending Iranian attack may not be what you think

I have no inside information, but I won’t be surprised if Iran chooses something other than an air raid to attack Israel. While such a raid could do a lot of damage if it gets past Israeli defenses, it would not be a mirror image of the Israeli attack that killed Ismail Haniyeh. It would also likely cause a lot of civilian casualties, including among the 18% of Israel’s population that is Muslim.

The Iranians may instead try to kill a Israeli high-ranking target. Assassinating a negotiator or general in Jerusalem would create real fear among Israelis. But it would not give much reason for the US to join in a strike against Iran, which is what Prime Minister Netanyahu wants.

In the meanwhile, the Iranians are enjoying the massive and expensive deployment of American assets as well as the mobilization strain on the Israelis. Without striking, Tehran is forcing its enemies to run up their bills and exhaust their soldiers and sailors. The longer Iran waits, the higher the costs.

Exchanging prisoners creates a moral hazard

The exchange of prisoners last week between Russia and various Western states has to be counted a good thing. It freed a lot of innocent people.

But it also freed some dreadful criminals, including a Russian assassin. That will have the unfortunate effect of encouraging President Putin to take more hostages that he can exchange for still more Russian miscreants. I’ve been to Moscow three times (1974, 1994, and 2014), so twice when it was the capital of the Soviet Union. I would not go again now. While the risk to any individual American might be small, Putin’s Russia is more likely to arbitrarily arrest Americans than the Soviets.

Russia isn’t the only country I would hesitate to visit these days. China also poses much greater risks than in the past. Iran specializes in incarcerating mainly Iranian Americans. Saudi Arabia, Turkey, Yemen, Afghanistan, Egypt, and Mozambique also hold Americans for less than good reasons. Something like 40 Americans are still unjustly held abroad, despite significant successes.

It goes without saying that Americans traveling abroad should take care to follow the local laws. But even if you do, there is an increasing likelihood of unjust detention. I wouldn’t visit Russia, China, or Iran today without some guarantees, which would not be easy to get. I even hesitate to go to Serbia, which I visited more than a few times during the Milosevic regime. But President Vucic is a student of President Putin. And Vucic knows who I am and what I write.

Harris is winning

The past two weeks have exhibited a remarkable outpouring of pro-Harris sentiment in the American electorate. She is beating Trump in national polls, and has drawn even in battleground states. The horse race isn’t over until November, but if she can keep rising in the polls, Trump is done.

I expect Harris to own this month. She will pick a good vice presidential candidate, likely today. All six candidates are far more experienced and more moderate than J.D. Vance, Trump’s big mistake. The Democratic Convention August 19-22 in Chicago will display a unified and mobilized party determined to win, even if the risk of unruly pro-Palestinian demonstrations is real.

A lot depends on whether the economy is landing hard or soft from the COVID-19 recovery. But I am still hoping the Fed will get it somewhere near right, despite yesterday’s big stock market retreat.

The outcome of an American election is happily unpredictable. But Harris can win. I’ll do my best to try to make that come true. I’m inclined to relocate to Atlanta, where I have a house down the street from my older son’s family, for much of October. I’ll volunteer to get the vote out and ensure proper election administration. I vote in DC, not Georgia, but more than 90% of DC will vote for Harris. Georgia is one of the battlegrounds. That’s where I would like to be.

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The Russian invasion of Ukraine, to date

The Russian invasion of Ukraine started on February 24, 2022. It is now two and a half years since then. The Russians started with overwhelming advantages in equipment, money, manpower, and geography. How has it gone? How might it go in the future?

Geography matters

On the eve of the invasion, the Russians had troops poised to Ukraine’s north in Belarus, east in Donbas, and south in Crimea. Ukraine was poorly defended in the north and south. The Russian armored column aimed at Kyiv, only 100 miles from the Belarus border, proceeded well. The Russians made it to the suburbs and the airport before the Ukrainians stopped them and decimated their lengthy armored column as well as the forces they intended to deploy at the airport.

Despite weeks of effort, the Russians failed to take Kharkiv, a Russian-speaking city less than twenty miles from the Ukraine/Russia border. The Russians were more successful in Donbas and the south, where they advanced, respectively, westward from territory occupied in 2014 and northward from Crimea. The fall of Mariupol in May 2022 was a major defeat for Ukraine.

The Russians largely held on to their gains in the south and east, but the Ukrainians stopped them from taking all of Donestk and short of Odesa. Ukrainian boat drones sank the flag ship of the Russian Black Sea fleet. A Ukrainian offensive in the summer of 2022 failed to make more than marginal gains in the south, but it forced the Russians to leave the east poorly defended. That enabled a Ukrainian offensive that retook a substantial area near Kharkiv by fall. Kyiv then also managed to retake Kherson in the south.

Stalemate

Since then, the confrontation lines have moved little. Russian forces during 2023 dug in, preparing multiple lines of defensive fortifications along the 600-mile front. Only in the winter of 2023/24 and spring of 2024 did Russia gain significant territory near Kharkiv. That was courtesy of the Republican majority in the U.S. House of Representatives, which held up assistance to Kyiv, and the Biden Administration, which blocked Ukraine from bombarding staging areas inside Russia. Once aid started to flow again, the Biden Administration authorized Kyiv to strike the staging areas. The Ukrainians within weeks began pushing the Russians back to the border. They have also forced the Russian Black Sea fleet out of Crimea.

In short, neither the Russians nor the Ukrainians have much to show for the past year or even two. The Ukrainians have foiled the Russians’ most ambitious hopes: to take Kyiv, Kharkiv, or Odesa, But the Ukrainians have been unable to roll back the Russians from territory gained in 2014 in the east and in 2022 in the south.

People matter too

As notable as the geography is the sociology. Ukrainians mostly fled west to Ukrainian-speaking areas as well as European Union member states rather than Russia and Belarus. There were instances of spying for, and defections to, Russia from the security services. But the Russian-speaking population, including the President, mostly chose loyalty to Kyiv. Support among Ukrainians for continuing the war flagged some in 2023. And it is weaker in the east and south where most of the ground fighting has taken place. But continuing the fight has remained the majority view. Throughout, support for President Zelensky and for regaining control of 100% of Ukrainian territory, including Crimea, has remained high.

Russian human rights abuses during and after combat were rife. These included murder of civilians and prisoners of war, shelling of civilian targets, kidnapping and trafficking of Ukrainian children, and pillage. The Russians did not spare Russian-speaking Kharkiv and Mariupol, where indiscriminate attacks and other abuses were intense. Russian President Putin nevertheless proceeded in September 2022 with annexation of Donetsk, Lugansk, Zaporozhye, and Kherson, despite not controlling their entire territory.

A more authoritarian Russia turns to totalitarians for help

The war in Ukraine has also had global repercussions. In Russia, it has enabled President Putin–reelected with a ridiculous 87% of the vote in March 2024–to widen his autocracy. He has chased liberal media and civil society from the country, ended any pretense of an independent judiciary, and murdered political opponents. The Russian governing system has earned the epithet “hybrid totalitarianism,” which requires not only obedience but also vocal support.

Moscow has turned to much-sanctioned Iran and North Korea to acquire weapons. While China hasn’t supplied weapons systems, Russia depends on Beijing for political support, oil and gas sales, and dual-use components. Thus Moscow’s westward thrust into Ukraine has increased its political, economic, and military dependency on Asia while cutting it off from the West.

The West rediscovers geopolitics

In the U.S., the 2022 invasion reawakened concern about Russian intentions and European security. But it also generated among some Republicans a return to isolationism reminiscent of the 20th century inter-war era. President Biden attempted to forestall the invasion by releasing classified information concerning the Russian preparations. He also mobilized NATO to provide massive military, economic, and humanitarian assistance to Kyiv and the EU to sanction Moscow.

NATO has deployed additional forces along the easternmost flank of the Alliance. European NATO members are raising their defense budgets and planning responses to any future Russian moves against Moldova or Alliance members on its eastern flank. Concern about Russian territorial ambitions gave Finland and Sweden a strong push toward joining NATO and the EU good reason to reduce dependence on Russian energy.

The unipolar moment of Pax Americana was short. It reigned uncontested only a decade or so until 9/11. It then ended definitively with the withdrawal from Iraq by the end of 2011. Now Russia and China are not just building up their capacities but also using them. Russia is applying in Ukraine the skills it acquired in Syria after deploying its air force there in 2015. China is flexing its muscles in the South China Sea and near Taiwan.

The division of the world will not be so neat as during the Cold War. India, Hungary, and Serbia, for example, are trying to straddle the growing divide between East and West, as the Philippines did in the Pacific during the presidency of Rodrigo Duerte. Much of the global South likewise aims to hedge and extract benefits from both East and West.

The East is doomed, but the West may not fare well either

Hard as it may be to picture on any given day, the contest between East and West has a foreseeable eventual outcome. The Russian economy, though growing faster than anticipated, is increasingly dependent on oil and gas exports to gain funds for military expenditures that do not benefit consumers. China faces a major financial crisis. Its local governments are deeply in hock. Both countries are in dramatic demographic decline. The Iranian theocracy is aging and limping economically, crippled by sanctions. North Korea is a nuclear armed totalitarian state that keeps its population in dire poverty. If these were the main threats to liberal democracy, we would have little to fear.

But they are not. The main threats to the West are internal. Racism, protectionism, populism, and charlatanism are combining with greed, corruption, inequity, and disinformation to produce political forces that aspire to permanence in power. Liberal democracy is at risk in both the US and Europe, where only centrist right/left coalitions are keeping extremists out of power. The decisive factor in the Ukraine war may no longer Russia’s staying power, but rather the West’s. The Ukrainians will continue to fight, but they will have the means only if we continue to support them. That is only one reason why the election of Kamala Harris is vital.

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