Proposed Israeli Judicial Overhaul Threatens Civil War

The Daily Escape:

St. Augustine Beach, FL – 2015 photo by Wrongo

(New columns will be light and variable for the next 10 days as Wrongo and Ms. Right are off to our annual family reunion in Florida. New writing will begin in earnest sometime after April 12. As always, keep your tray tables in their upright and locked position and your arms inside the blog at all times.)

Are you following what’s going on in Israel? It’s been an important story, but it now seems to be getting bigger. From the NYT:

“Civil unrest broke out in…Israel Sunday night after Prime Minister Benjamin Netanyahu fired Defense Minister Yoav Gallant for criticizing the government’s judicial overhaul, which Gallant said is causing turmoil in the military and threatens Israel’s security.”

Here’s what Minister Gallant said that got him fired: (brackets by Wrongo)

“The rift within our society is widening and penetrating the Israel Defense Forces….[the schisms have caused]…a clear and immediate and tangible danger to the security of the state — I shall not be a party to this.”

By some media accounts, 600,000 people came out to protest across the country, which would mean that 6.5% of Israel’s population was on the streets.

The judicial overhaul was designed to give the government greater control over the selection of Supreme Court justices and to limit the court’s authority over Parliament. It would give Netanyahu power to handpick the judges presiding over his corruption trial (he’s charged in three cases and faces potential prison time).

The proposed overhaul has pitted liberal and secular Jewish Israelis against more right-wing and religiously conservative citizens. The firing of the Defense Minister also prompted Israel’s largest workers’ union to call a general strike, while leading universities closed down, and Israel’s consul-general in New York resigned. Flights from Tel Aviv’s airport were grounded.

The near-rebellion has caused Netanyahu to announce a suspension of the proposed legislation. From the WaPo:

“Out of national responsibility, from a desire to prevent the nation from being torn apart, I am calling to suspend the legislation….When there is a possibility to prevent a civil war through negotiations, I will give a time-out for negotiations.”

That wasn’t enough for the leaders of the months-long protests against Netanyahu’s push to remake Israel’s judicial system. They called for demonstrations to continue since Netanyahu announced that he was suspending, but still planned to pass the legislation.

The Movement for Quality Government called on the leaders of Netanyahu’s political opposition to continue fighting, saying:

“The coup d’état laws must be shelved completely….Not paused, not halted. Shelved. The suspension of the legislation looks like a cheap political exercise designed entirely to wait for a good time to bring the blitz of anti-democratic legislation back into our lives.”

Wrongo generally doesn’t agree with Tom Friedman, but he’s right about this:

“Netanyahu and his coalition thought they could pull off a quick judicial coup, disguised as a legal “reform,” that would enable them to exploit the narrowest of election victories — roughly 30,000 votes out of some 4.7 million — to allow Netanyahu & Co. to govern without having to worry about the only source of restraint on politicians in Israel’s system: its independent judiciary and Supreme Court.”

More from Friedman on the multi-front wars that Netanyahu has undertaken since being reinstalled as Israel’s Prime Minister:

“Netanyahu’s extremist coalition is now taking on the Palestinians and Iran militarily while ignoring the wishes and values of its most important ally, the US government; its most important diaspora community, American Jews; and its most important source of economic growth, foreign investors.

And it’s doing all of that while dividing the Israeli people to the brink of a civil war.”

Civil war in Israel? Even Netanyahu mentioned the possibility in his offer to suspend the effort to pass the judicial overhaul.

Meanwhile Haaretz reported that Israel’s far-right party Otzma Yehudit said that they have struck a deal to allow Netanyahu to delay the judicial overhaul until after the Knesset recess in return for the establishment of a national guard under the control of the Party’s leader, National Security Minister Itamar Ben-Gvir.

Netanyahu caved to Ben-Gvir after the ultra-nationalist minister had threatened to resign over Netanyahu’s announcement to shelve the legislation. The idea of a national guard under Ben-Gvir isn’t new. Early versions of the proposal included siphoning off Border Police officers to the national guard, as well as the recruitment of 10,000 volunteers.

This would be a highly inflammatory step given that Ben-Gvir has, in the past, called for the police to use live ammunition on rock-throwing protesters. Haaretz reports that Ben-Gvir told Netanyahu that he would vote against the state budget if it does not include funds for establishing a new national guard. From Haaretz:

“Israel’s oldest human rights organization, the Association for Civil Rights in Israel, responded immediately by describing the proposed national guard as “a private, armed militia that would be directly under Ben-Gvir’s control.”

And the irony of Netanyahu treating ordinary Israelis like, well, Palestinians, can’t be lost on anyone right now. Biden should make it clear that it stands by a democratic Israel, not the one being fashioned by Bibi and his coalition partners.

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Saturday Soother – March 25, 2023

The Daily Escape:

The Neon Museum at night, Las Vegas, NV – March 2023 photo by Linda Hoggard Henderson

The US confirmed Thursday that it had struck an Iranian-backed group in northeastern Syria after it launched a drone attack against a US base in Syria, killing one US contractor and injuring another along with five US troops. On Friday, the Iran proxy forces launched seven rockets at a US base in northeast Syria on Friday in retaliation.

Wait. We’re still in Syria? Yep, the US still maintains about 900 troops in Syria after Trump ordered the withdrawal of roughly 2,000 in 2018. Video footage indicates that the strike was in Deir Ez-Zor, a Syrian province that borders Iraq and contains significant oil fields.

We entered Syria uninvited in 2015. Our invasion was based on two ideas, one commendable and the other disastrously stupid from the start.

We were misguided in our effort to identify, train and equip the local “good jihadis” to take on the Syrian government. These so-called good jihadis understood we were gullible dupes from day one. It turned out that all we accomplished was to supply better weapons to ISIS.

The commendable effort was our direct support of the Rojava Kurds in their existential battle against the ISIS jihadis. We had experience fighting with them against ISIS in Iraq. We weren’t invited by Syria to help the Rojava Kurds, but it was a fight against a mutual enemy. And at the time, Syria exercised no control in the region.

The main fighting was by the People’s Protection Units (YPG) of the Rojava Kurds. We entered the conflict by conducting airstrikes aimed at Kobani and embedding two Special Forces teams with the YPG, who later captured Kobani.

Our tiny presence with the YPG metastasized into creation of the Syrian Defense Force (SDF). Now, it’s clear that we have stayed too long. We should have been preparing the YPG and SDF for integration into the Syrian Arab Army (SAA). We failed to do that, and we remain there because we promised both groups we’d stand by them, stoking their false hopes of independence from Syria.

We don’t belong there anymore than the Russian Army belongs in Ukraine. Like Ukraine, Syria is a sovereign state and can choose whomever it wants to align with, and who it doesn’t.

How can we demand that Russia exit Ukraine’s sovereign territory while we remain in Syria, uninvited?

We should leave. With all that’s going on elsewhere, taking Syria off the table should be a no-brainer for Biden. We should coordinate our leaving with Syria and the Russians, so as not to be seen as disappearing into the night.

On the way out the door, we need to make it clear to the Rojava Kurds and the SDF that we’re going to leave, and that now they must negotiate an accommodation with the Syrian government.

That’s enough geopolitics for this week. It’s time for our Saturday Soother. Wrongo and Ms. Right are just back from Napa Valley and our granddaughter’s wedding. And Spring has sprung here on the fields of Wrong. It’s already clear that Wrongo is behind on his annual spring cleanup. The woods are taking on the vague red color of new buds, and our Bradford Pear also has buds. Yesterday, we put out our Bluebird nesting boxes.

Let’s relax for a few minutes and center ourselves before next week brings us another political atrocity, like the firing of a Florida school principal after three parents complained about an art teacher showing a picture of Michelangelo’s 16th century sculpture of David. Time to get fig leaves put on all the statues in Florida.

Let it go. Now, sit in your favorite chair and watch and listen to Alana Youssefian and the Voices of Music perform “Spring” from Vivaldi’s Four Seasons on original instruments used in Vivaldi’s time. This features Youssefian playing a baroque violin. They bring life to this Vivaldi old favorite that you’ve heard many times, making it something fun, and joyful. It’s definitely worth your time:

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China’s Triangulation Of Russia And The West

The Daily Escape:

Joshua tree in bloom, Joshua Tree National Landmark SW, UT – March 2023 photo by Lisa Simer

We’re back at the Mansion of Wrong after a few lovely days in St. Helena, CA. Surprisingly, it seems that lots of things happened while we were away. From Heather Cox Richardson:

“So, for all the chop in the water about the former president facing indictments, the story that really seems uppermost to me today is the visit China’s president Xi Jinping made today to Moscow for a meeting with Russia’s president Vladimir Putin.”

In 2015, shortly after Russia intervened in the Syrian Civil War, Wrongo asked a visiting Russian author who spoke at our local library whether Putin wanted to move Russia closer to the west or to the east. He said unequivocally that Putin was a product of the west and would keep Russia in the west’s orbit.

It’s clear that he was wrong. Russia has moved away from the west, possibly permanently. Earlier in March, Wrongo said the following:

“The US is attempting to isolate both China and Russia. With Russia, we’re using ever-tightening economic sanctions. With China, we’re building a geographic containment strategy among our allies in Asia.”

And on Monday, Chinese President Xi met with Russian President Putin in Moscow. Here’s a meeting summary from the blog Institute for the Study of War:

“… [the meeting]…on March 20…offered a more reserved vision for Russian-Chinese relations than what Putin was likely seeking. Xi and Putin touted the strength of Chinese-Russian relations in their meeting…but offered differing interpretations of the scale of future relations….on March 19 Putin published an article in Chinese state media in which he argued that Russia and China are building a partnership for the formation of a multipolar world order in the face of the collective West’s seeking of domination and the United States pursuing a policy of dual containment against China and Russia.”

….Xi offered a less aggressive overarching goal for Russian-Chinese relations in his article published in Russian state media….in which he noted that Russia and China are generally pursuing a multipolar world order but not specifically against an adversarial West. Xi instead focused…on presenting China as a viable third-party mediator to the war in Ukraine….

David Ignatius concluded in the WaPo that the meeting was about:

“A strong China…bolstering a weak Russia….The Chinese aren’t providing weapons (yet), but Xi certainly offered moral and psychological support in what might be described as a get-well visit to an ailing relative….The paradox of the Ukraine war is that Putin’s bid for greater power in Europe has made him weaker. This diminished Russia will fall increasingly under China’s sway….Maybe that’s the biggest reason for Xi’s…visit: He is bolstering a flank against America and the West.”

China’s dominance over Russia will grow if Russia cannot find a way to end the war in Ukraine. Russia has lost its energy markets in Europe because of the invasion, so it must depend heavily on demand from China. China’s growing economic power in Asia coupled with its capabilities in space, cyber, and artificial intelligence will increasingly dwarf Russia’s.

Russia’s economy is concentrated on exports of energy. It also has a major population problem. The Economist reports: (emphasis by Wrongo)

“Over the past three years the country has lost around 2million more people than it would ordinarily have done, as a result of war, disease and exodus. The life expectancy of Russian males aged 15 fell by almost five years, to the same level as in Haiti. The number of Russians born in April 2022 was no higher than it had been in the months of Hitler’s occupation.”

More:

“…the life expectancy at birth of Russian males plummeted from 68.8 in 2019 to 64.2 in 2021, partly because of Covid…Russian men now die six years earlier than men in Bangladesh and 18 years earlier than men in Japan.”

And the Economist says the exodus of well-educated young people at the start of the Ukraine War also hurts Russia’s future. According to its communications ministry, 10% of IT workers left the country in 2022. Many were young men, further skewing Russia’s unbalanced sex ratio. In 2021 there were 121 females over 18 for every 100 males. More:

“Demographics is rapidly making Russia a smaller, worse-educated and poorer country, from which young people flee and where men die in their 60s.”

As Wrongo said, separating China from Russia used to be a central goal of US foreign policy. The Biden administration tried that strategy in reverse: Warming relations with Moscow at the June 2021 summit in Geneva in part to concentrate on the challenge China presented.

How did that work out?

Now it’s China trying the role of triangulator. Xi’s playing off the split between the US and Russia, helping Putin, but also keeping some distance while building China’s bona fides with the third world.

Xi’s also used China’s close relations with Iran to make a diplomatic breakthrough between the Saudis and the Iranians, something that the US could never achieve.

We seem powerless to blunt what’s happening before our eyes.

And all the while, the Republican Party of the world’s greatest superpower argues about drag queens and wokeness.

Wake up America! Check out what China, Russia, Iran and Saudi Arabia are building for us. You’re not going to like it.

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Monday Wake Up Call, Diplomacy Edition – March 13, 2023

The Daily Escape:

Wildflower bloom, Peridot Mesa on the San Carlos Reservation, AZ  – March, 2023 photo by Sharon McCaffrey

China has brokered an agreement between Iran and Saudi Arabia to re-establish diplomatic relations. The agreement, reached after four days of talks with senior officials in Beijing, may ease tensions between the two Middle East powers after seven years of fighting a proxy war in Yemen. In the war, Saudi Arabia has supported Yemen’s government and Iran has backed the opposition Houthis.

Both Iran and Saudi Arabia announced they will resume diplomatic relations and open up embassies once again in their respective nations within two months, according to a joint statement.

Saudi Arabia is Sunni Muslim while Iran is a Shiite Muslim country. Saudi broke off relations with Iran in 2016 after protesters stormed the Saudi embassy in Tehran. The protests followed the Saudi execution of a Shiite Muslim cleric, Shia preacher Nimr Baqr al-Nimr. Al-Nimr had earlier spent 10 years studying in Tehran.

News of the diplomatic breakthrough came as a surprise to the US and to Israel. It was also a diplomatic and political success for Beijing. Here are some of the winners and losers in this.

The winners:

  • Iran, now with Russia, China and Saudi as allies, may be able to break the US sanctions.
  • Saudi Arabia has distanced itself even further from the US. It may now be able to end its involvement in the war in Yemen.
  • China, by outplaying the US. China’s success in achieving is recognition of its growing status in global politics.
  • Iraq and Syria will become more influential Middle East players as Saudi and Iran move to end their rivalry.

The losers are:

  • Israel, and specifically Netanyahu. For years, his twin foreign policy goals have been the isolation of Iran and the normalization of ties with Saudi Arabia, which has never recognized Israel. Also his efforts to pull the US into a war with Iran is now even more unlikely.
  • The US for being outplayed on a playing field it used to dominate. And for losing more global prestige to its rival China.
  • The Emirates for losing some political influence and also losing some of its sanctions busting trade with Iran.

Wrong thinks this could be a big geopolitical deal. It may bring peace or at least, an absence of war in Yemen. It is also a bold example of using diplomacy as a tool of national power. That’s a good reminder since the US has been mainly thinking about the war in Ukraine (and the threat of war in Taiwan). Our global focus has been on military power and economic sanctions.

The Ukraine war has led to a revival of the NATO alliance. This, along with the strengthening of European relations are diplomatic accomplishments. But since the start of the war, US global diplomacy has been directed at jawboning the third world into agreeing to the sanctions regime against Russia.

So China’s use of diplomacy to deliver a breakthrough agreement between Saudi Arabia and Iran makes the US efforts look small and foolish. The NYT quotes Daniel C. Kurtzer, a former ambassador to Israel and Egypt:

“It’s a sign of Chinese agility to take advantage of some anger directed at the United States by Saudi Arabia and a little bit of a vacuum there….And it’s a reflection of the fact that the Saudis and Iranians have been talking for some time. And it’s an unfortunate indictment of US policy.”

After Trump killed the Iran nuclear deal in 2018 and reimposed heavy economic sanctions on Iran, Iran moved to deepen its relations with Russia and now with China. Tehran has provided drones for Russia to use in its war in Ukraine, making it an important partner for Russia.

Now, by turning to China to mediate with the Saudis, Iran has elevated China in the region, while Israel finds its hopes for an anti-Iranian coalition with Saudi Arabia dashed. Is the looming axis of Iran and China a direct threat to the US? Probably not, but the balance of power in the region is changing.

We’ve spent decades in various wars in the Middle East, at a cost of more than $8 trillion. We tried showing the Middle East that strength came from military might. But China is showing the Middle East that you can win both the diplomatic and the economic battle without firing a bullet. Who knew?

Their approach to the Middle East is more constructive than America’s. China, like the US, has an agenda. But it has committed to building 1000 schools in Iraq; a country we “helped” by invasion.

Time to wake up America! The world is now challenging America’s heavy-handed unilateralism. We may be seeing the start of a post-America Middle East. To help you wake up watch and listen to Marcus King and Stephen Campbell of the Marcus King Band perform the 1966 Merle Haggard tune “Swinging Doors” at Carter Vintage Guitars:

Sample Lyric:

And I’ve got swinging doors, a jukebox and a bar stool
My new home has a flashing neon sign
Stop by and see me any time you want to
Cause I’m always here at home till closing time.

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The Looming Russia-China Alliance

The Daily Escape:

Peach trees in bloom, Low Gap, NC – March 2023 photo by Donna Johnson

Springtime brings hope after a dark, cold winter. The clocks leap forward this Sunday. It’s also a time to take stock of the old assumptions that our recent geopolitical strategies are built on. The US is trending in what may be an unsustainable direction in our global politics.

A year ago with Russia’s invasion of Ukraine, America sought to make Ukraine a proxy for the fight between authoritarianism and democratic forms of government. The Ukraine war caused several major changes within Europe and NATO:

  • Germany moved away from its strategic energy supplier, Russia.
  • NATO became more clearly unified than at any time since its founding.
  • The Eastern European members of NATO became the drivers of military engagement on the side of Ukraine.
  • The US and NATO have found they do not have the production capability to continue providing military weapons and ammunition at the rate Ukraine is using them.
  • This has made it clear that the US and NATO aren’t prepared for a major confrontation with a great power such as China or Russia.

The Ukraine war has precipitated other global consequences. While Russia has become a pariah to Europe, China has become one of Russia’s most important allies.

Many readers won’t remember that 60 years ago, there was a fundamental split between the Soviet Union and China, largely over differences in communist ideology. Over the years, they have slowly moved closer together, driven in part by US policy and by their shared quest for a global reset of geopolitical power.

Now they are willing to work together to dismantle or blunt the US-led world order.

This “alliance of autocracies,” is built on China’s and Russia’s belief that the US’s supremacy is waning. And they are entitled to rule within their own spheres of influence. And to use force if necessary to control those spheres. An alliance between China and Russia brings advantages to both countries. Recent US intelligence says that China may supply Russia with weapons to aid in its war against Ukraine. There is talk of China building a drone factory in Russia to supply its war in Ukraine.

Russia also desperately needs China to stabilize its economy by importing more below-market cost oil, a boon to China’s economy. In June 2022, Russia became the PRC’s largest oil supplier, eclipsing Saudi Arabia. While Russia is betting that Western fatigue will hand them a victory in Ukraine, China is sizing up America’s ability to engage in a faraway battle should China decide to invade Taiwan.

The US is attempting to isolate both China and Russia. With Russia, we’re using ever-tightening economic sanctions. With China, we’re building a geographic containment strategy among our allies in Asia. Containment has been helped by North Korea’s bellicosity against South Korea and Japan, who recently decided to partner militarily, much to China’s distress. The Pentagon has also expanded its bases in the Philippines while shrinking our military footprint in the Middle East.

With US/Russian relations basically clinging to life, prudence should have indicated that the US adopt a more friendly stance toward Beijing. However, we’ve prioritized support for Taiwan over better relations with China. Both the Trump and Biden administrations embraced high tariffs on Chinese imports.

In 2022, Biden added sweeping tech restrictions on China, including a provision barring the PRC from using semiconductor chips made with US tools anywhere in the world. That’s the harshest economic measure leveled against China since the normalization of diplomatic relations in 1979. This hasn’t gone unnoticed by China. China’s new foreign minister said:

“The more unstable the world becomes, the more imperative it is for China and Russia to steadily advance their relations.”

It’s clear that the Russia‐​PRC relationship isn’t yet a full‐​fledged military alliance, but it’s moving in that direction. And both are friendly with Iran and North Korea, which have also supplied weapons for Russia’s war in Ukraine. It isn’t a great stretch that these four could create a new “axis of evil” that could lead to the West needing to plan to fight two faraway wars simultaneously.

This is at a time when we cannot find enough munitions and weapons to fight one proxy war in Europe.

The odious Henry Kissinger once cautioned that it must be a high priority for the US to make certain that our relations with both Moscow and Beijing were closer than their relations are with each other. But our policy makers have done just the opposite.

While the argument for not continuing a proxy war in Ukraine has merit, Wrongo has argued that Ukraine is a war of necessity because democracy in Europe is what’s really on the line. And, with the 2024 presidential campaign about to start, Republican opposition to the war is growing.

Biden needs to keep what political capital he has, but he also needs to improve our ability to sustain our military support for Ukraine. That may be difficult because America hasn’t developed a solid military strategy for tomorrow’s battles which may well be with one or more of the great powers.

It is more difficult because we’ve spent the last 20+ years using $80 million-dollar planes to drop $400,000 bombs on $25 tents, while still wondering why we didn’t win any of our wars in the Middle East.

Ironically, our geopolitical strategy and the supporting military strategies may have the US in the position of being the midwife bringing a newborn Russia‐​PRC military alliance into the world.

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Saturday Soother – December 24, 2022

The Daily Escape:

Santas on the Grand Canal in Venice 2017 photo via WSJ

(This column is late coming to you since the big storm left the Mansion of Wrong with no internet for two days, due to a large tree falling across our road. The high winds prevented crews from working to remove it for 24 hours. It also may be Wrongo’s last column until Jan. 4th.)

The New Year will continue to bring us the chaos that we’ve sadly become accustomed to. The 118th Congress and its Republican House majority will again test America’s norms. The 2024 presidential election is going to bring an extra silly season of political news, so take a real break if you can.

One thought for year end is to set out a framework for thinking about America’s commitment to Ukraine.

We know that a significant number of Republicans and some Democrats want to pull the plug on our support for Ukraine in its war with Russia. For now, the majority think it should remain a “whatever it takes, for as long as it takes” situation. Implicit in the second viewpoint is that American soldiers are never going to be combatants in Ukraine, and that we’re not talking about another 20-year war like in Afghanistan.

A few things to think about. Do we have a choice to support Ukraine, or is supporting them a necessity? We have talked about the difference between “wars of choice” and “wars of necessity” throughout Wrongo’s adult life. Two of our worst military experiences were in wars of choice: Vietnam and Afghanistan. We didn’t have to intervene in either, but our political leaders decided that America’s national security had a true connection to both conflicts. The clear wars of necessity for America were the US Civil War, and the two World Wars. All threated the existence of the US homeland.

Somewhere in between wars of choice and necessity is Ukraine. It isn’t an ally where we are obligated by a treaty, like we have with Europe via NATO. We are obligated to defend any NATO member who is attacked. For example, that would mean a war against Latvia is a war against the US.

We spent 20+ years fighting in Afghanistan. Given what we learned there, would America ever spend a minute fighting for Latvia? When Trump was president he flirted with saying we wouldn’t immediately commit to defending just any NATO country, and he wasn’t alone in that thinking.

That means we could consider choosing not to defend NATO at all, or not to defend individual NATO countries.

We’re facing Cold War II with China and Russia. Our new Omnibus budget allocates 10% more money to national defense than last year, largely because of the possibility of fighting both countries at great distances from home. The budget implies that our national security is threated by both of them.

Russia’s invasion of Ukraine could become a generation-long rolling war between Russia and the small NATO countries that border either Russia or Belarus, if Ukraine loses. Would America then rally and support NATO? Where would we draw the red line? Support for Germany but not for Poland? Ok, we’ll support Poland, but not Latvia?

We need to think through our priorities. We fought in Afghanistan because we believed fighting a far enemy (al-Qaeda) was better than waiting and fighting them as a near enemy. That is also the basis of why we created and remain a member of NATO: Fighting Russia over there was smarter than fighting it nearby, like in Cuba.

Neither China nor Russia are presently our near enemies. If China invades Taiwan, direct involvement by the US would be another war of choice with a far enemy. Ukraine represents a war of choice with a different far enemy, but one in very close proximity to our treaty partners, an enemy that could cross NATO’s trip wire at any time.

Our history suggests that the American people will agree to wage wars of choice if they are relatively cheap and short in duration. What we call a cheap war is mostly a partisan political question. But talking about the cost of a war of choice is a proxy for how Americans value the country that we’re intent on supporting.

Ukraine is a proxy war of choice. We have very few people on the ground and none in a direct combat role. The twin goals are to preserve Ukrainian independence and to bleed Russia of its conventional military capability. Americans need to consider the following implications for national security:

  • Since our resources are limited, should we choose between containing Russia or containing China?
  • What is the goal of containing either or both?
  • How important are the small NATO counties to our national security?
  • If Ukraine loses its fight with Russia, would our national security be weakened?
  • If yes, can we live with that, or should we be doing more now?

On to a Saturday that’s also Christmas Eve! Forget tree-trimming and the last-minute Amazon shopping for a few minutes. It’s time to unplug and land on a small oasis of soothing in the midst of all of the chaos.

Gaze out at the last few leaves on the trees, and listen to the late Greg Lake, of Emerson, Lake, and Palmer, perform 1985’s “I Believe in Father Christmas”. Although most people think of it as a Christmas song, Lake wrote the song to protest the commercialization of Christmas. Here Lake, along with Jethro Tull’s Ian Anderson on flute perform it live at St. Bride’s Church, in the City of London along with the church’s choir:

The last line of the song says: “The Christmas you deserve is the Christmas you get.”

That might be considered harsh in some circumstances, but it might also be true. Anyway, Merry Christmas, Happy Festivus, Happy Chanukah, Happy Kwanzaa, and Happy New Year to all. Let’s hope the deep divisions in our country can be somehow healed by a seasonal miracle.

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Russia, Iran Form Energy Cartel

The Daily Escape:

Sunset, Lookout Point, Harpswell, ME – August 2022 photo by Rick Berk Photography

Good strategy is supposed to include a look at what the logical outcomes may be, once you’ve implemented your strategic plan. Was that done when the US and the EU decided to sanction Russia about its Ukraine invasion after having sanctioned Iran, well, for being Iran?

When you treat much of the world as your enemy, you should expect them to eventually find common cause and fight back. We’re speaking about the world’s supply of natural gas (NatGas). There is a new alliance between Russia and Iran on NatGas. At Oil Price, Simon Watkins says that a new energy cartel is forming: (brackets and emphasis by Wrongo)

“The US $40 billion memorandum of understanding (MoU) signed last month between [Russia’s] Gazprom and the National Iranian Oil Company (NIOC) is a steppingstone to enabling Russia and Iran to implement their long-held plan to be the core participants in a global cartel for gas suppliers in the same mold as the Organization of the Petroleum Exporting Countries (OPEC) for oil suppliers.”

The article describes how Russia and Iran are creating a NatGas OPEC. The two countries are first and second respectively in holding the world’s largest NatGas reserves. Russia has just under 48 trillion cubic meters (tcm) and Iran has nearly 34 tcm, so the two countries are in an ideal position to form a cartel.

NatGas is a vital commodity. It is widely seen as the optimal product in the transition from fossil fuels to renewable energy. And controlling the global flow of it will be the key to energy-based power over the next 10 to 20 years. This has already been demonstrated in Russia’s hold over the EU through its NatGas supplies.

From a top-down perspective, this Russia-Iran alliance might also draw other Middle East gas producers, who have tried to be neutral between the Russia-Iran-China axis or the US-EU-Japan axis.

Qatar has long been seen by Russia and Iran as a prime candidate for this kind of gas cartel because it shares its gas field with Iran. Iran has exclusive rights over 3,700 sq.km of the well-known South Pars field (containing around 14 tcm of gas), with Qatar’s North Field comprising the remaining 6,000 sq.km (and 37 tcm of gas).

If they can enlist Qatar, this new cartel would control 60% of world gas reserves, allowing them to control NatGas prices globally. It would be logical for prices to rise, given the growing demand for NatGas in the coming decades.

America can dodge this bullet for a few years because proven gas reserves in the US amount to about 13.5 tcm. So, at the current level of production we can produce sufficient NatGas for another 13-15 years.

But this means that in a decade or so, the US, Europe, and Asia will all be more dependent on imports from Russia, Iran, and Qatar, while competing with the rest of the world for our share in order to maintain our economy and lifestyle.

So, strategy can be a bitch. By creating a global political and economic environment that pushes Russia, Iran, and Qatar into a cartel, we’ve created a significant future economic vulnerability.

There are immediate NatGas cost implications in the US today. Bloomberg’s article, A ‘Tsunami of Shutoffs’: 20 Million US Homes Are Behind on Energy Bills, paints a picture:

“…about 1 in 6 American homes…have fallen behind on their utility bills. It is, according to the National Energy Assistance Directors Association (NEADA), the worst crisis the group has ever documented. Underpinning those numbers is a…surge in electricity prices, propelled by the soaring cost of natural gas.”

That’s 16% of American homes for the math challenged. Winter in the US may not be as big a disaster as in the UK and Europe, (better insulation). But plenty of people here will have to choose between food and heat.

The world is sorting itself out into blocks of countries aligned with each other. Russia, China, Iran and perhaps India, want their own commodity-based financial system to reduce their exposure to the political impacts from the West’s corporate/state “free” market system, which has used trade as a weapon for the past few decades.

There are two ways of looking at this. We could just build this energy vulnerability into our economic planning and prepare to devote a growing share of our GDP to paying the cartel for more NatGas.

Or, we could immediately start seriously building out our renewable energy capacity. There’s a model. Europe is attempting to pivot away as quickly as possible from its dependence on Russia.

We could do the same thing.

That could reduce our exposure to imported NatGas because it’s largely a bridge from coal to renewables. Massive investing in renewables would give Russia and Iran a shorter bridge than they think they’re getting.

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Sunday Cartoon Blogging – July 17, 2022

Joe Manchin has done it to the Dems again. After laying out his conditions for supporting a scaled-down version of Build Back Better, he decided at the last minute that he couldn’t support his own conditions.

For nearly two years, the Dems have tried to create a package that Manchin could support, including funding for renewable energy and electric vehicles. Manchin has now indicated he can’t go that far, which jeopardizes Democrats’ chances in the Midterms.

Manchin blamed inflation (now at a 40-year high). Backing a $300bn bill that offers tax credits and funding to clean energy would, he argues, push pocketbook costs higher for Americans, although economists have disputed this. From the Guardian:

“A less charitable view of Manchin is that he is dangerously conflicted due to his own investments in fossil fuels… and that his judgement has been warped by the largesse of the industry, which has donated more money to him than any other senator.”

Congress hasn’t been able to pass anything to reduce climate change, despite public opinion being clearly in favor of doing just that. We expect Congress to pass laws that reflect the public’s opinion. But finding 60 Senate votes for anything vaguely controversial isn’t likely to happen in America today. The result is a set of federal laws that do not reflect what Americans actually want. On to cartoons.

Biden’s Saudi visit went well:

The fake (not fake) very real dilemma of the pregnant 10 year-old:

Back to school clothes for 4th grade:

Pence was nearly kidnapped by his Secret Service detail. The fly knew:

Is the Dem’s 2024 flavor appealing or appalling?

Images from the Webb telescope enter popular culture:

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Biden’s Excellent Middle East Adventure

The Daily Escape:

Early morning, Garden of the Gods, Colorado Springs, CO – July 2022 photo by Steve Volke

In an op-ed in the WaPo on July 9, Biden focused on security and said his administration had “reversed the blank-check policy we inherited” for Saudi Arabia:

“From the start, my aim was to reorient — but not rupture — relations with a country that’s been a strategic partner for 80 years,”

Biden started his trip in Israel, and according to al-Monitor, his visit to Israel is mostly about Iran:

“The visit is expected to take US-Israel defense cooperation to a whole new level with an eye toward Iran and a plan B in case the nuclear talks collapse, or as a deterrent posture, even if they do.”

This signals to Wrongo that Biden has very low expectations that a return to the Iran Nuclear Deal is possible. It’s also probable that Biden doesn’t want the Nuclear Deal to be another political football in the 2022 mid-terms. We also learned this week that Iran will be supplying drones to the Russians, ostensibly to use in Ukraine, another reason to further isolate Iran rather than close the Nuclear Deal.

Biden will also try to create a new initiative tying Saudi Arabia into an eventual participation in the Abraham Accords. He’s also seeking an agreement with the Saudis that would permit Israeli commercial jets to fly over Saudi airspace.

Biden’s visit comes when Israel is holding its fifth election in under four years in November after the government headed by PM Naftali Bennett collapsed last month. The previous four elections were largely referendums on Netanyahu’s fitness to serve as PM while under indictment for corruption. Of note, former Prime Minister (and accused felon) Netanyahu only got a 15 minute audience with Biden on Thursday.

Biden visits East Jerusalem and the West Bank today, meeting with Palestinian President Mahmoud Abbas. His reception will be frosty. Biden has angered Palestinians when he said on Wednesday that a two-state solution was not feasible “in the near term”, although he walked that back later in the visit. Biden will also announce a $100 million grant to six hospitals in East Jerusalem.

Later on Friday, Biden touches down in Saudi Arabia, the country he said was a “pariah.” According to Bloomberg, this visit follows months of shuttle diplomacy that attempted to repair the alliance.

A pressing decision for Biden this week may be choosing an appropriate greeting for the Saudi leader he said he would snub. And his decision is more complicated after Biden had an extended handshake with Netanyahu, and then couldn’t seem to stop doing the same with other Israeli officials.

Bloomberg says that Biden wasn’t supposed to shake hands with any foreign leaders during his Middle East trip, largely as a Covid precaution. That would also have helped avoid a handshake with Saudi Crown Prince Mohammad bin Salman. Now a handshake with the pariah in chief seems certain to happen.

The Saudi visit isn’t about American influence. Rather, it highlights America’s need to try to control its costs of energy. The “get” for Biden is whether Saudi Arabia will again be a swing producer of oil when American needs it. But the Saudis and the UAE are the only members of the OPEC with significant unused output. Together they have a buffer of about 3 million barrels a day, or about 3% of global oil output. That’s roughly equivalent to the amount of Russian oil that is being kept off the market by sanctions.

This is what Biden is bargaining for. Of course, he could cut a deal with Iran or Venezuela, but that would cause serious political fallout at home.

As Wrongo has said, world crude production and refining output are struggling to keep pace with the post-pandemic rebound in demand. It is clear that the price of gasoline remains a source of political peril for Biden heading to mid-term elections. So we’ll see how far Biden will bend to get an oil deal done, even though it won’t do much for gas prices.

The other big thing that may come from meeting the Saudis would be to weld Saudi Arabia into the anti-Iran Middle East military alliance that Israel wants. To facilitate this, the Biden administration is considering lifting its ban on selling offensive weapons to Saudi Arabia.

That’s a huge turnaround. Just days after taking the presidential oath, Biden announced the US planned to cut off arms sales for Saudi Arabia’s operations in Yemen, and reverse the decision to designate the Iranian-backed Houthis as a terrorist organization.

Eighteen months later, there’s a cease-fire in Yemen, an underreported diplomatic victory for Biden. It’s proving more durable than anyone thought, and the US is again thinking about selling the Saudis more weapons.

Whatever the outcome of Biden’s trip, the US remains overcommitted in the ME, so the quagmire will continue.

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Saturday Soother – November 13, 2021

The Daily Escape:

Coral Pink Sand Dunes State Park, UT – November 2021 photo by Byron Jones

This week’s Veteran’s Day apparently isn’t finished with Wrongo just yet. It’s important to remember that when the US war in Afghanistan ended in August after nearly 20 years, there were both hard and soft costs that had been paid, and much that remains to be paid.

The Pentagon reports the hard costs of our Afghanistan adventure to be $825 billion. However, the “Costs of War” project at Brown University estimates those costs at $2.313 trillion. But it gets worse: They estimate the costs of all US post-9/11 war spending at $8 trillion, including future obligations for veterans’ care and the cost of borrowing on the associated federal debt for roughly 30 years. They also estimate the human costs of the “global war on terror” at 900,000 deaths.

Those are all truly staggering numbers.

And Congress is now considering next fiscal year’s military budget. Defense One is covering this so you don’t have to. They’re saying that the proposed 2022 defense budget will be another bipartisan effort by the old-timers in the House and Senate to add more money than was asked for into the pot. And it’s part of a long history of hiding flimsy arguments behind dramatic rhetoric: (parenthesis by Wrongo)

“This year, both the Senate Armed Services Committee (SASC) and House Armed Services Committee (HASC) have displayed a similar unwillingness to distinguish between needs and wants in their versions of the National Defense Authorization Act, which recommend adding $25 billion and $24 billion, respectively, to President Biden’s recommended $715 billion Pentagon budget.”

More:

“It is difficult to imagine how either the SASC or HASC could convincingly demonstrate the necessity of such military spending increases when none of the most urgent crises facing the United States today have military solutions. Furthermore, the credibility of both the Pentagon and Congress on this subject is, to put it mildly, underwhelming: one has an extensive history of budgetary boondoggles, and the other is openly cozy with the U.S. arms industry.”

Defense One says that the most frustrating aspect isn’t the exorbitant amounts, but the lack of any substantive strategic justification for the increased spending by either Chamber. In specific, Defense One argues that  there’s been no effort to demonstrate that the Senate’s billions are funding needs instead of simply political wants.

Remember this is from Defense One, a stalwart defender of America’s military.

We shouldn’t assume legislators think carefully about the public’s interest when crafting the defense budget. Over the years, the defense budget process is driven partly by what the administration and the Pentagon ask for, and by what the defense industry wants for its bottom line. (Full disclosure, Wrongo holds a significant number of shares in a large defense contracting firm.)

US military spending in 2020 was $778 billion. The next closest nation was China, at $252 billion. In third place was India at $72.9 billion. Another perspective is to compare what we spent to fight in Vietnam to the costs of our Apollo moon landing. Apollo 11 got to the moon in July of 1969. That feat cost the US about $25.8 billion.

During the same era, it’s estimated that the Vietnam War cost the US $141 billion over 14 years. That means that we spent about as much in two years in Vietnam as we spent on the entire space race!

When we think about accountability for the costs of the Pentagon, we should remember that the Pentagon has never passed an outside expense audit. Waste is endemic; and the Pentagon simply fabricates numbers, but receives nearly zero pushback from Congress.

There’s so much corruption in the halls of Congress that we will never know how little we could spend on defense. Maybe we should just make some deep cuts to the defense budget and force real strategic decision-making down their throats.

Enough! It’s Saturday, and we need to take a break from trying to figure out whether Steve Bannon or Kyle Rittenhouse will ever go to jail. It’s time for our Saturday Soother.

With a soaking rain in Connecticut today, we’re limited to indoor sports. Most of our fall clean-up is still ahead, but today, let’s grab a seat by the window and listen to pianist Max Richter’s “Mercy” with Richter on piano and Mari Samuelsen on violin. Richter originally wrote the piece 10 years ago for violinist Hillary Hahn. For Richter, “Mercy” places the need for mercy and compassion firmly within our view:

 

 

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