O que é este blog?

Este blog trata basicamente de ideias, se possível inteligentes, para pessoas inteligentes. Ele também se ocupa de ideias aplicadas à política, em especial à política econômica. Ele constitui uma tentativa de manter um pensamento crítico e independente sobre livros, sobre questões culturais em geral, focando numa discussão bem informada sobre temas de relações internacionais e de política externa do Brasil. Para meus livros e ensaios ver o website: www.pralmeida.org. Para a maior parte de meus textos, ver minha página na plataforma Academia.edu, link: https://itamaraty.academia.edu/PauloRobertodeAlmeida.

Mostrando postagens com marcador USA. Mostrar todas as postagens
Mostrando postagens com marcador USA. Mostrar todas as postagens

terça-feira, 25 de junho de 2024

O mundo volta a 1962? Segundo Putin, é bem provável...

 "O aumento da tensão entre Rússia e Estados Unidos, que possuem 90% das ogivas nucleares do mundo, tem um novo capítulo: Moscou acusou Washington pelo bombardeio em uma praia na principal cidade da Crimeia, Sebastopol, que matou quatro pessoas e feriu 151 no domingo. Segundo o porta-voz do Kremlin, Dmitri Peskov, a ação foi executada pela Ucrânia com cinco mísseis fabricados e programados nos EUA, com informações de satélites e imagens de drones americanos. O presidente russo, Vladimir Putin, ordenou a revisão da doutrina nuclear do país, o que deve facilitar o emprego de armas desse tipo. Desde a crise dos mísseis cubanos, em 1962, não havia um conflito de tamanha dimensão entre a Rússia e o Ocidente." (BBC)

Russia blames US for Crimea deaths and vows response

By Matt Murphy, BBC News

Russia has blamed the US and vowed "consequences" for a Ukrainian missile strike on Sevastopol in occupied Crimea on Sunday, which officials say killed four people - including two children. 

Around 150 more were injured in the attack as missile debris fell on a beach nearby. 

Russia's defence ministry said the missiles used by Ukraine were US-supplied ATACMS missiles, and claimed they were programmed by US specialists.

Kremlin spokesperson Dmitry Peskov called the strike "barbaric" and accused the US of "killing Russian children". 

He pointed towards comments by President Vladimir Putin, who recently vowed to target countries supplying weapons to Ukraine. 

Moscow said Sunday's deaths and injuries were caused by falling debris, after its air defences in Crimea intercepted five missiles loaded with cluster warheads launched by Ukrainian forces. 

Footage carried on Russian state TV showed chaos on the beach in the Uchkuyevka area, as people ran from the falling debris and some injured people were carried away on sun loungers. 

Russia's defence ministry claimed on Sunday that all ATACMS missiles are programmed by US specialists and guided by American satellites. 

Foreign Minister Sergei Lavrov reiterated the claim during a meeting in Minsk on Monday, saying that the system "cannot be used without the direct participation of the American military, including satellite capabilities".

The US has been supplying ATACMS missiles to Ukraine for over a year. The system allows Ukrainian forces to strike targets up to 300km (186 miles) away, according to manufacturer Lockheed Martin. 

Moscow illegally annexed Crimea in 2014 and just a handful of countries recognise the peninsula as Russian territory. It therefore does not fall under the US demands that Ukraine refrain from using Washington-supplied weapons to strike Russian territory. 

A spokesperson for the White House National Security Council told the BBC: “Ukraine makes its own targeting decisions and conducts its own military operations.”

But Mr Peskov told reporters in Moscow on Monday that the "involvement of the United States, the direct involvement, as a result of which Russian civilians are killed, cannot be without consequences". 

"Time will tell what these will be," he added. 

The Russian foreign ministry summoned the US Ambassador Lynne Tracy on Monday, with Mr Lavrov claiming that US involvement in the attack was "not in doubt".

Moscow has repeatedly threatened to target countries supplying weapons to Ukraine, claiming that they are legitimate military targets. 

Earlier this month, Mr Putin vowed to target countries arming Ukraine during a meeting with international news agencies. 

"If someone thinks it is possible to supply such weapons to a war zone to attack our territory and create problems for us, why don't we have the right to supply weapons of the same class to regions of the world where there will be strikes on sensitive facilities of those (Western) countries?" he said.

"That is, the response can be asymmetric. We will think about it," he added. 

Ukrainian officials have defended the strike in the wake of the attack, calling Crimea a legitimate target. 

Mykhailo Podolyak - a top aide to President Volodymyr Zelensky - said the peninsula was in effect "a large military camp" which he said held "hundreds of direct military targets, which the Russians are cynically trying to hide and cover up with their own civilians". 

The UN's human rights monitoring mission in Ukraine says at least 10,000 civilians have been killed since Russia invaded in February 2022. The real figure, officials say, is likely to be far higher. 




quinta-feira, 2 de maio de 2024

Foreign Affairs: posições soft e hard sobre a China; os EUA não sabem, na verdade, o que fazer, a China sabe...

China é a obsessão imperial...  

sábado, 22 de julho de 2023

sábado, 11 de março de 2023

Four Nuclear States Can Ruin Your Whole Strategy - Matthew Kroenig (WSJ)

Four Nuclear States Can Ruin Your Whole Strategy

Washington and its allies face new threats from Russia, Iran, North Korea and China—all at once. 

By Matthew Kroenig

The Wall Street Journal, March 1, 2023

In its 2022 Nuclear Posture Review, the Biden administration promised to “reduce the role of nuclear weapons” in U.S. strategy. America’s adversaries have different ideas. In recent days, the rapidly advancing nuclear capabilities of all four of America’s nuclear-capable rivals—Russia, Iran, North Korea and China—have made international news.

Vladimir Putin announced on Feb. 21 that Moscow was suspending its participation in New Start, its last remaining arms-control treaty with the U.S. This means that for the first time since the Strategic Arms Limitation Treaty of 1972, there are no negotiated limits on Russia’s nuclear forces.

America hasn’t conducted on-site inspections of Russia’s nuclear arsenal since March 2020 in any case, first because of Covid-19 and then Russian noncooperation during the war in Ukraine. That led the State Department to declare Russia “in noncompliance” with the treaty in January.

It would be prudent to assume Russia may soon expand its strategic nuclear force beyond the 1,550 warheads allowed in the treaty, if it hasn’t done so already. This is in addition to its large stockpile of battlefield and exotic nuclear weapons (such as underwater nuclear-armed drones) that the treaty doesn’t cover.

On Feb. 19, it was reported that International Atomic Energy Agency inspectors caught Iran enriching uranium to 84% purity—a hair’s breadth from the 90% needed for a bomb. Outside experts estimate that Iran’s breakout timeline—the time it would take to produce one bomb’s worth of weapons-grade uranium—is now essentially zero.

Some argue that we have more time because it would take months for Iran to fashion a functioning nuclear warhead, but in reality the game will be over as soon as the Iranians have enough material for a bomb. Like North Korea, Tehran could move the material to secret underground locations and fashion warheads undisturbed.

The Biden administration tried to negotiate limits on Iran’s nuclear program, but talks broke down in the face of Tehran’s brutal crackdown on protesters. President Biden says he is willing to use force as a last resort, but the moment of last resort is now and Mr. Biden isn’t readying military options. The 20-year international effort to keep Iran from the bomb has likely failed.

On Feb. 18, North Korea conducted a test of a nuclear-capable intercontinental ballistic missile and demonstrated the ability to reach the continental U.S. Pyongyang is the third American adversary capable of holding the U.S. homeland at risk with the threat of nuclear war.

As the North Korea threat grows, American allies worry about the credibility of our extended deterrence, and some consider building their own nuclear arsenals. In public opinion polls, a majority of South Koreans support building an independent nuclear force.

On Feb. 7, the Pentagon notified Congress that China now has more ICBM launchers than the U.S.

What President John F. Kennedy declared in 1962 is still true: America needs to be “second to none” in nuclear weapons. Falling behind means losing a critical element of deterrence.

Instead of pursuing 1990s-era fantasies about reducing the role of nuclear weapons, Washington needs to understand that, for the first time since the Cold War, it is entering a long-term strategic-arms competition. This time will be even more dangerous because the U.S. now faces multiple nuclear-armed rivals.

America needs to strengthen its strategic forces to provide an adequate deterrent for itself and the more than 30 formal treaty allies that rely on U.S. nuclear weapons for their security.

America won the last Cold War in part because it outcompeted the Soviet Union in strategic forces. Washington should remember that lesson if it doesn’t want to lose this one.

Dr. Kroenig is the director of the Atlantic Council’s Scowcroft Center for Strategy and Security and a professor of government at Georgetown. He served as a senior policy adviser for nuclear and missile-defense policy in the Office of the Secretary of Defense, 2017-21.

segunda-feira, 22 de agosto de 2022

Foreign Policy: algumas recomendações de leituras sobre a China e o conflito com os EUA

 

AUGUST 19, 2022 | VIEW IN BROWSERForeign Policy Flashpoints
To read unlimited articles featured in Flash Points, sign in or subscribe today.
 

“Xi Jinping’s China is about to give the world an education in the nuances of decline,” Hal Brands wrote in April, contributing to a heated debate on Beijing’s trajectory and what it means for the United States.

In this collection from our archives are essays at the heart of the debate, exploring the cracks in China’s economic miracle, Beijing’s prospects vis-à-vis Washington’s over the next decade, and the question of whether great-power competition is a useful framework for thinking about the U.S.-China relationship at all.—Chloe Hadavas


The Dangers of China’s Decline As China’s economic miracle fades, its leaders may become more inclined to take risks.
By Hal Brands


A Dangerous Decade of Chinese Power Is Here Beijing knows time isn’t on its side and wants to act fast.
By Andrew S. Erickson and Gabriel B. Collins


A Shrinking China Can’t Overtake America But if U.S. democracy continues to decay, what’s the point of being on top?
By Howard W. French


The U.S. Doesn’t Need China’s Collapse to Win A misguided theory of great-power competition will only lead to grief.
By Robert A. Manning


Great-Power Competition Is a Recipe for Disaster The latest poorly defined buzzword in Washington is leading pundits and policymakers down a dangerous path.
By Emma Ashford

Photo: Deena So’Oteh illustration for Foreign Policy

quinta-feira, 21 de julho de 2022

Has Biden Made America Indispensable Again? - Josef Joffe

Has Biden Made America Indispensable Again?

Unlike Obama and Trump, 46 knows how to herd cats to get what he wants

by Josef Joffe

Tablet Magazine, July 17, 2022

 

The United States turned 246 this year, and it was not a happy birthday. Inflation is the worst in 40 years. Violent crime in the big cities is rising after a 30-year decline. America’s educated and wealthy have separated themselves from the hoi polloi, praying to the God of Woke. The culture wars threaten the nation’s great universities. A president without a mandate or a legislative majority tried and failed to impose a socioeconomic agenda so ambitious it would have made FDR look like a capitalist stooge.

 

Abroad, though, let’s give Joe Biden a break. He may falter at home, where 85% see the country on the wrong track. But behold the upside: The country is back on the global stage. This startling twist comes after 12 years of retraction under Presidents Obama and Trump. Coming from opposite ends of the ideological spectrum, they had bad-mouthed allies, inflicted trade wars, and pulled troops out of Europe, America’s first line of defense in two world wars and a forward-operating base for Africa and the Middle East. Their number under Biden is slated to rise to 100,000, led by a new headquarters in Poland. Above all, No. 46 deserves credit for laying down the law when Vladimir Putin unleashed his war of conquest against Ukraine, inflicting devastation not seen since the invasion of Hitler’s armies.

 

Like many in the West, this author included, the aggressor was in for a surprise. As Putin’s divisions pounced on Feb. 24, he may have counted on Europe’s loss of will. None of the Continental Big Three—France, Germany, Italy—would want to “die for Kyiv,” to recall an infamous French line on the eve of World War II: Mourir pour Dantzig? Today, they might mumble reluctantly: “God, bless America,” that unloved, unpredictable Gulliver who is suddenly acting as the “indispensable nation” again, recruiting a global coalition extending from Europe to the Far East and Oceania.

 

To appreciate America’s starring role, look at the stage. Napoleon had beseeched the Almighty: “Please let me fight against coalitions.” It took seven kaleidoscopic alliances before he was dispatched to St. Helena. Some opted out, others defected. Fred Zinnemann’s classic High Noon makes the point Hollywood-style. Marshal Will Kane (Gary Cooper) couldn’t corral the good burghers of Hadleyville, New Mexico, when the bad guys approached. One whined: I can’t shoot. Another: I have a wife and children. A third: They are after you; leave town, and they will spare us. Kane did not have the clout to transform the herd into a posse.

 

So how did Marshal Biden pull it off? To arise and survive, coalitions must satisfy three conditions: First, there has to be a Great Organizer who takes the lead and assumes the heaviest part of the burden—in this case by unleashing a stream of arms and billions of dollars. Lesser nations do not have such a cornucopia brimming with financial and military treasure or the logistical ability to dispatch it quickly across oceans and continents.

 

Second, as High Noon shows, a common enemy is not enough to achieve “one for all and all or one.” Feted as leaders of Europe, France and Germany were squeamish. Better to play the “honest broker,” to fall back on Bismarck, and pocket the mediator’s fee. Monsieur Macron kept telephoning the Russian tyrant, and Herr Scholz, the German chancellor, went on a pilgrimage to Moscow.

 

For a coalition to hold, it needs a leader who identifies his own interests with those of the whole; sheer moral indignation is never enough. Having curled up under Uncle Sam’s security blanket for a lifetime, the Europeans, whose ancestors had conquered India, North America, and Africa, have lost their global vocation. The exception in our days is Britain, which had managed the state system for 400 years; global order is part of its DNA. After a longish retrenchment, the United States rediscovered its role as global housekeeper when Putin struck with unchecked ferocity. Grudgingly or not, Team Biden grasped what it means to be a truly global power.

 

At stake was not only Ukraine, but also a 77-year-old European order, the longest peace of all time. The oldest law of international politics finally kicked in against Russian imperialism: Aggressors must be stopped, contained, and deterred from more rape and ruin. Negotiations, as counseled by the leading nations of Europe, are useless as long as Russia is on a roll. Local players have local interests; superpowers must mind the global store. Power is destiny.

 

Third, once the posse forms, it won’t necessarily stay in harness, to recall Napoleon’s plea to God. Members waver, hang back, or strike separate deals. To keep them in line, they must be reassured. Here, the United States plays the pivotal role, as well. Its overkill deterrent devalues Putin’s wild-eyed nuclear saber rattling, as the puny nuclear panoplies of France and Britain cannot. Together, they field 500 warheads against America’s 5,800 and Russia’s 6,400 (total stock, not active arsenal). A herd sticks together when sheltered by its shepherd and his sharp-toothed dogs who protect the flock against the wolves.

 

These three factors explain the miracle of Feb. 24, when the West (minus Hungary) came together as one. Indeed, instead of eroding, the alliance is expanding. Would Finland and Sweden, eternal neutrals, throng into NATO without Mr. Big, the ultimate guarantor of their security? Poland, the main conduit of heavy weapons into Ukraine, shouldered the risk because the United States underwrites its safety. Good fences, Robert Frost might muse, make for good allies. This is not poetry, but International Politics 101.

 

To size up Biden, compare him to his predecessors. Barack Obama had taken his distance from America’s far-flung alliance network. “Free riders aggravate me,” he carped. Donald Trump put down NATO as “obsolete.” In spite of his über-ambitious domestic agenda, Biden went into repair mode, immediately rescinding Trump’s troop drawdown in Europe. In Asia, he paid homage to Japan and South Korea and tightened the U.S. relationship with Australia. He toughened his rhetoric against China. Unlike Trump, he embraced his allies at this year’s G-7 confab in Elmau, Germany, and the NATO summit in Madrid.

 

In the Middle East, another strategic theater par excellence, Biden set out to reverse the damage wrought by his old boss. When courting Iran, Obama thought he could ignore the first law of power politics: Do not get into bed with a revolutionary challenger like the grasping Islamic Republic. Tehran is set on acquiring nuclear weapons. It has been expanding all the way to the Mediterranean. It is intimidating America’s nasty but indispensable ally Saudi Arabia. Predators don’t suddenly start purring when petted with “executive agreements” and infusions of cash, as in the Obama days.

 

Rightly maligned on other issues, Trump showed the better instincts when he engineered the Abraham Accords, joining Israel, the UAE, and Bahrain (and later Morocco, Sudan, and Oman). Riyadh is a silent partner, and so is Cairo, never mind its repressive military regime. You would not want Mohammed Bin Salman and General Sisi as best men at your wedding. Still: When badgered by his undersecretary of state, Sumner Welles, about an unsavory Nicaraguan strongman, FDR is supposed to have shot back: “He may be a son of a bitch, but he’s our son of a bitch.”

 

Democratic leaders rightly prefer the company of the decent, but in the crunch, they must think in terms of the balance of power. Iran is working hard to dislodge the United States from its perch in the Middle East. Willing to cold-shoulder Israel, Obama thought that he could transmute revolutionary Iran into a status quo power. “O sancta simplicitas”— how naïve can you be? — Jan Hus cried out, when he saw a pious woman throw a log onto the stake about to incinerate the Protestant reformer in 1415.

 

The West isn’t doing the Ukrainians a favor; it is the other way round.

This global tour d’horizon reveals the contours of America’s grand strategy in the second year of Joe Biden, who bumbles, misspeaks, indulges his party’s ideological fringe, and wants to turn the United States into a European-style social democracy. In the game of nations, though, Biden plays by the rules of realpolitik: Counter, contain, and corral coalitions against the aggressor du jour. In our days, it is Vladimir Putin who stands in the tradition of rapacious czars, white or red, like Peter the Great, Empress Catherine, Josef Stalin, and Nikita Khrushchev.

 

The short take on a half-millennium of Russian expansion is this: When in command of the means, Muscovy has been and remains a problem for European, indeed, global security. Is national character to blame? Try a simpler explanation, embedded in the nature of the international system: Opportunity makes a thief. This temptation is not exactly alien to Western powers, even to liberal ones like England and America.

 

Shall we blame Russia’s supposedly imperialist soul? Cut Czar Vladimir some slack. He has signaled, then landed his punches ever since he rose to power in 2000. He started out by rebuilding Russia’s rotten military, piling up ever more sophisticated weaponry. He subdued Georgia in 2008, swallowing Crimea and Ukraine’s southeast in 2014. He moved into Syria, practically ushered in by Barack Obama. He ratcheted up pressure on the Baltics, testing NATO’s positions in the North Sea. The West got worked up and imposed some sanctions, but did not grasp the nettle. It will not do to denounce Putin for simply taking while the taking was good.

 

Putin began to encircle Ukraine with about 120,000 men in the spring of 2021, thus testing the West, whose reaction was underwhelming. No wonder that he must have been confounded when he launched his attack on Feb. 24. Swiftly, the United States, with Britain by its side, masterminded a far-flung coalition, organized a brutal sanctions regime, and pressed its hesitant allies to feed the weapons-and-cash pipeline into Ukraine. Whatever it takes, short of direct military engagement, which the rules of the nuclear age proscribe. Abandoning 12 years of retrenchment, the United States now underwrites Ukraine’s life insurance policy, which Western middle powers like Britain and France cannot.

 

Now to the darker part of the picture. We always know how wars begin, never how they end. The reason is twofold. One is the Hadleyville syndrome, which explains why Marshal Kane’s posse trickled away in High Noon. Coalitions are fickle; to keep them in line is like herding cats, who are as selfish and distractable as nations. The test of Europe’s resolve looms in the winter if Russia keeps manipulating gas supplies on which half the continent, especially Germany, is hooked. Sanctions is a game both sides can play, and so Russia started cutting gas deliveries in the summer of 2022. Who would want to freeze for Kyiv, to recall the Danzig precedent?

 

The second problem is posed by Ukraine. In phase 2 of the war, its brave warriors will find it a lot harder to dislodge the well-entrenched Russians in the southeast than it was to disrupt their order of battle in phase 1, when the nation’s survival was at stake. Then, Ukraine enjoyed the benefit of the “interior lines,“ to borrow from Clausewitz. In phase 2, the Russians are close to home, and they can draw on their ethnic kin in the southeast. To defend is easier than to reconquer. An open-ended war of attrition is deadly for coalitions, threatening to break Western resolve. Add to inflation and shortages and a recession looming on the horizon.

 

If Ukraine has a chance, it is only because the indispensable nation leads, supplies, and deters. Nor does Europe’s mighty protector philosophize, as Chancellor Scholz did on Twitter as late as May 27: “Can force be defeated by force? Can peace be achieved only without guns? We should respectfully discuss both positions.” Firefighters don’t mull the nature of fire while the house is burning. The Ukrainians are lucky to be able to draw on the “Arsenal of Democracy,” to invoke FDR’s famous phrase of 1940.

 

Is there another choice but to flood Ukraine with billions and high-precision, long-range weaponry? Just as precious is U.S. space-based and battlefield intelligence that enables the Ukrainians to score at least tactical surprises. A high-precision volley of the U.S.-supplied HIMARS multiple-rocket system can strike a Russian ammo train 300 miles away. The ultrasophisticated hand-held Javelin can knock out the most modern Russian tank.

 

Why stay in the fight? The strategic stakes could not be higher. The West isn’t doing the Ukrainians a favor; it is the other way round. Ukraine is fighting for us, as well. The payoff will be threefold: a chastened Putin, a restored balance, and a salutary European future, all with obvious lessons for China in the Indo-Pacific. Putin is neither demented, nor daft. Back in the KGB, he learned about the “correlation of forces,” a Soviet classic.

 

The overall balance—riches, productivity, and technology—is not on his side, not to speak of manpower, armored units, air assets, and naval forces. Who will buy Russian gas withheld from Europe? There is no pipeline network into China. Oil is fungible, and the market is taking revenge by imposing discounts on Russian crude—a key source of the Kremlin’s foreign earnings.

 

Will Putin win his bet on Western decadence, nonetheless? Not as long as the indispensable nation stays in the game for the long haul, as it did in the Cold War that ended with the dissolution of the Soviet Empire. If the Europeans harken to their well-considered interests, they will stick with the posse. It is a no-brainer. They only have to imagine a future with a victorious Russian army ensconced on the borders of Poland, the Baltics, and the southern tier of the former Warsaw Pact.

 

Josef Joffe, a fellow of Stanford’s Hoover Institution and former editor of Die Zeit, teaches international politics and security at the Johns Hopkins School of Advanced International Studies in Washington.

 


segunda-feira, 13 de junho de 2022

The Long Game: China’s Grand Strategy to Displace American Order, by Rush Doshi – Book review by Divyanshu Singh (Modern Diplomacy)

 Em vez da Longa Marcha, ou do Great Game, Long Game: é o caminho da China para superar os EUA, cem anos depois do início do regime comunista no país, ou seja, em 2049. 

Acompanharemos, se ouso dizer...

The Long Game: China’s Grand Strategy to Displace American Order, by Rush Doshi – Book review

Modern Diplomacy, June 12, 2022


This book is quite helpful for comprehending China’s foreign policy throughout the past four decades. China’s strategy and progress as a global force, according to the author, may be divided into three periods:

  1. The period from 1989-2008 as “Blunting”
  2. The period from 2009-2016 as “Building”
  3. The period from 2017- till date as “Expansion”

This is a lengthy and comprehensive analysis of China’s economic and military development over the past many decades. The narrative opens with an explanation of the CCP and what strategy implies. The genuine first section of the text commences from 1989 with the Tiananmen Square movement, the Gulf War, and the collapse of The Soviet Union. The author refers to these three factors as the “trifecta” that produced a new feeling of urgency in China to devise a strategy to confront the development of American dominance. Due to the recent economic openness with the United States, the procedure was intended to be slow yet thorough. At this point, China started to perceive the United States as a danger that ought to be “blunted.” The book then goes on to describe in great depth the institutions and military strategy the Chinese have established in order to establish a military force capable of countering the growing US challenge to their rule.

The second section of the book is much more contemporary, commencing with the 2008 global financial crisis and circling the Obama presidency. In this era concluding in 2017, the military, political, and economic entanglements are discussed individually (each in its own chapter). During the Trump presidency, the competition involving China and the United States began to become an integral aspect of the actual regional pivot. This third section begins there and is a much more informed conversation of the current situation between China and the United States. This new assertiveness is highlighted by Xi Jinping’s elevation to permanent leader of the CCP, having his tenure commencing in 2013 with the confirmation happening in 2018. China has becoming increasingly forceful, and the last chapter explains the story underneath the news items. The AIIB as well as BRI are discussed alongside Taiwan and certain other contentious issues. China had already risen, or the sluggish progress has become a pressing matter for China and the United States, the two remaining significant participants. China is assuming leadership of an increasing number of multilateral institutions, as the final section demonstrates in detail.

Although the concepts in the book are really intriguing, some portions might get tedious and monotonous. Every chapter and part start with a brief explanation of a concept. The author thereafter attempts to elaborate upon it with several facts and quotations from Chinese officials. It is not an easy read, but the material in the few chapters makes it worthwhile, especially the chapters involving China’s accession to WTO and their naval power projection after the global financial crisis of 2008. For example, with respect to WTO accession, it has been explicitly mentioned by author in one of his explanations that “China willing to make significant economic concessions for permanent MFN status—in effect trading away some of the benefits of protectionism for the security and strategic benefits that a deal would bring by reducing the risk of US economic coercion.”[1]

While the story behind China’s 1st aircraft carrier acquisition had some very interesting anecdotes such as “To avoid Western opposition to the purchase—and given China’s own reluctance to depart from the “hiding capabilities and biding time” guideline with a flashy public carrier acquisition that could frighten others. Almost immediately after signing on, Xu got to work cultivating an image as an outlandish tycoon who wanted to use the carrier to build a floating casino in Macao.”[2]

The abbreviations are infrequent enough to be manageable, but the content is much more of an academic observation than the kind of simple reading one may find otherwise. The book is presented from a narrow perspective (from the perspective of the America); however, it is ever more intriguing since it justifies to a considerable part the present strategy of the United States and the Biden presidency concerning China. A pictographic representation of data, maps, timelines etc. would have piqued the interest of the reader rather than just simple representation of data in the books, which would have made this book palatable to all kinds of readers (not just academic).

Nonetheless, the author has explained his reasoning rather effectively, and the book covers on extremely crucial subjects to comprehend the rationale of great power conflict in the twenty-first century, with a significant amount of anecdotal evidence with a solid understanding of realist theory. Anybody interested in understanding China’s previous, current, and foreseeable objectives including grand strategy should definitely read this book.


[1] Doshi, Rush. The Long Game (Bridging the Gap) (p. 145). Oxford University Press. Kindle Edition.

[2] Doshi, Rush. The Long Game (Bridging the Gap) (p. 191). Oxford University Press. Kindle Edition.


terça-feira, 7 de junho de 2022

Um novo animal na paisagem dos acordos regionais de comércio: o IPEF de Joe Biden - Daniel Berman (AMAC)

 Vcs estão prestando atenção no que os americanos estão fazendo, em matéria de propostas dirigidas à zona Indo-Pacífica.

Os americanos mais erráticos do que cego em tiroteio, enlouquecidos pela sua obsessão em “conter” a China? 

Não conseguiram conter a URSS, que implodiu sozinha, e acham que vão conter um animal que tem DEZ VEZES mais PIB do que a Rússia atual e um comércio gigantesco, um pouco diminuído depois do trumpismo comercial, continuado pelo Biden.

O TPP a 11 não parece agora disposto a integrar a China, e o RCEP parece que vai ficar parado no mesmo lugar.

Enquanto isso, a turma do Guedes se empenha em desmantelar o nosso Mercosul.

Estamos assistindo a uma remodelagem completa dos acordos comerciais regionais?

Paulo Roberto de Almeida


Government Watch / Instagram / Politics

https://amac.us/new-indo-pacific-economic-framework-may-be-the-death-knell-for-globalization/ 

New Indo-Pacific Economic Framework May Be the Death Knell for Globalization

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AMAC Exclusive – By Daniel Berman

 Indo-Pacific Economic Framework

President Joe Biden is the last person we have come to expect boldness from over the past year, yet he sprung something of a surprise when flanked by the Prime Ministers of Japan and India. Biden announced a new Indo-Pacific Economic Framework for Prosperity (IPEF) late last month. The agreement includes 13 countries: the U.S., Japan, India, South Korea, Australia, Indonesia, Thailand, Singapore, Malaysia, the Philippines, Vietnam, New Zealand, and Brunei. The IPEF is, in many ways, a continuation and extension of the Trump Indo-Pacific Strategy, and the announcement represents the fulfillment of the previous administration’s efforts to bring the Indo-Pacific nations into economic alignment with the United States against China.

In launching the initiative, the Biden administration seems to have stumbled onto a different model for economic cooperation, one which does not rely on removing borders and then waiting for capital to do the rest. Furthermore, the participation of so many nations in the region represents a vote of no confidence in China’s willingness or ability to anchor any sort of economic system in which these countries would wish to partake. Of course, all of this is conditional on the Biden administration or a future Republican president turning aspirations into reality.

Let’s first get out of the way what IPEF is not. It is not a revival of the late Trans-Pacific Partnership, the wide-ranging free-trade agreement which emerged as a major issue in the 2016 election, highlighting the disparity between Hillary Clinton’s championing of globalization and Donald Trump’s American economic nationalism. The TPP was in many ways the culmination of the program launched by Bill Clinton in the 1990s of pursuing a globalized economy under which national and regional economies and supply chains would be supplanted by a single global supply chain. This model was based on the assumption that the greatest scale would produce the greatest efficiency.

Already, the defects of that approach were apparent, and Donald Trump’s warnings now appear prescient, given the collapse of global supply chains following COVID-19. The Trans-Pacific Partnership and its premise that eliminating as many borders as possible was the path to economic progress are dead.

The IPEF does not grant members tariff-free access to the U.S. market. In part, this is a concession to political expediency. Joe Biden would likely meet resistance if he opened the US market to the outside competition when Americans were already feeling insecure. But it would be a mistake to call the Framework limited as a result. Rather, the countries involved are trying something different. The Framework suggests that cooperation does not require abandoning national interests or borders. Rather, in a departure from orthodoxy, it suggests that cooperation can occur between protected economies with strong borders—a point that the former president made often in international forums.

At the heart of the Framework is recognizing that there are two types of trade barriers. One type is zero-sum barriers. These include the sort of tariffs and regulations that globalization sought to avoid. Tariffs impose costs and benefits. Lifting tariffs on imported goods might allow Americans to buy manufactured goods more cheaply or Filipinos to have access to cheaper American food, but in turn, put American factory workers and Filipino peasant farmers out of business. By contrast, even if countries decide to protect their domestic workforces, they will still wish to trade some goods and they will still wish to protect the supply of others. That means ensuring that ports are capable of loading and unloading goods, that trade lanes are protected, and energy supplies are secure.

The Framework represents a second approach to international economics—more statist, nationalist, and almost Trumpian. Rather than removing barriers to trade, and then watching as one country specializes, it is interested in security rather than efficiency. At the heart of the framework is a commitment to ensure that within the 13 member states, there is at least one major supplier of every good (one reliable supplier of energy, one reliable supplier of microchips, one reliable supplier of foodstuffs, etc.). The agreement does not try and suggest that there should only be one, nor does it prohibit any member from subsidizing their own producers of these goods, or protecting them from competition from others. Rather, it seeks to ensure that if any member needs to access any product, they will not have to approach a state outside the framework.

This is where the rhetoric about how the Framework is a challenge to China derives from. Each of the agreement’s four pillars – digital trade and trade facilitation, clean energy and decarbonization, supply chain resilience, and anti-corruption and taxes – is a direct challenge to China. The first, digital trade and trade facilitation, targets China’s efforts to take control of ports and extend its digital firewall beyond its borders. The second, clean energy and decarbonization, can either be read as fluff or as a commitment to energy security for member states, something the United States can provide if regulators allow it. The third, supply chain resilience, is self-explanatory. The fourth, anti-corruption and taxes, is a commitment to an integrated financial system to counter the one Russia and China are seeking to construct.

Self-sufficiency from China is not only politically desirable but, after the last few months, increasingly an economic imperative. Rather than exploiting COVID-19 to fill the vacuum left by the West, Xi Jinping’s reliance on domestic vaccines of dubious efficiency combined with a fanatical commitment to zero-COVID has plunged China’s largest cities into lockdown long after the rest of the world has moved on. The results have been catastrophic. For the first time since the 1970s, U.S. GDP growth is predicted to outpace China’s.

There are wider implications, and they lead directly to the Framework. Xi’s mismanagement of COVID-19 has not only harmed the Chinese economy but threatened the security of every country that relies on Chinese manufacturing. With Chinese factories closed, countries that shuttered domestic production on the globalist promise that it would be  cheaper to rely on Chinese goods now find themselves unable to source products. It is not just that they may not want to rely on China for political reasons. They cannot afford to rely on China when the Chinese economy can shut down at any moment. That China’s problems are the result of erratic decisions from leadership, which seems increasingly irrational, is further reason to pull away.

It is significant that the Framework includes not just longstanding American allies such as Australia, Japan, New Zealand, and South Korea, but also Malaysia, Thailand, and the Philippines, which in recent years have drawn closer to Beijing. For them, this is a reversal of nearly a decade of policy, a clear sign that their experience with China has been an unhappy one. It also includes India, which historically has been close to Russia, and, as recently as this past month, was defying the White House by contemplating buying Russian oil. India’s decision to join is a sign that when it comes to long-term supply-chain security, it does not trust either Russian reliability or Chinese industry.

It is possible the Framework will not amount to much. None of the members except for Australia and the United States are energy exporters, and both currently have left-wing governments dedicated to reducing CO2 emissions. Yet, for the Framework to work, Australia and the United States will have to be the ones to supply the other ten with energy, as a failure to do so would force them to look outside the Framework, to Russia or the Middle East, defeating the premise entirely.

It is an odd move for a U.S. administration that killed the Keystone Pipeline to commit to a policy whose success relies on turning the United States into an energy supplier. Yet if Washington is willing to do so – and it may well take a future Republican administration to carry through on the promise – there is potential for a viable regional bloc  to replace the system of globalization. The 13 signatories between them account for over 40% of the world’s GDP. That is a solid base upon which to try and build a new economic order. But it requires following through, not just promises.

Daniel Berman is a frequent commentator and lecturer on foreign policy and political affairs, both nationally and internationally. He holds a Ph.D. in International Relations from the London School of Economics. He also writes as Daniel Roman.