Saudi Arabia is in a terrible trap. Even the things that it thinks will help threaten its demise. As I pointed out in this video’s companion video, they want a US war with Iran because it would lead to a spike in oil prices, and more damage to competitors in Kuwait and Iraq than to themselves. But even this strategy comes with risks, whether they are caught up in the war or not.
I don’t have a ton of sympathy for the Saudi royal family, obviously, but it’s a situation worth appreciating. It’s Kafkaesque. They’ve constructed a paradise that no longer works. Every ploy they employ gets them closer to the edge. This video lays out the problem of the war with Iran, and this series lays out the broader problem.
This video connects a few concepts to the possibility of US war with Iran that should be getting more attention. It’s quite well known that Saudi Arabia dislikes Iran, and wants the US to confront that country. But we rarely dive into why that may be. A lot of time and effort is put in to the Sunni vs. Shia myth, something I’ve dismantled elsewhere. When we want to blame religion, it’s almost always politics that’s really to blame.
And when politics are screwing something up, it’s very often economics at the bottom of it as well. That’s certainly the case for the Saudis enthusiasm for US war with Iran. This video lays out how directly this is linked to the price of oil. Simply put, war with Iran could be an economic bonanza for Saudi Arabia…
Multi-polarity doesn’t have to be a disaster. It certainly could be. As competition between the US and China has ramped up over the past year or so, the focus has been on violent possibilities, and the US defense department has led the charge. That’s certainly the point of the exercise. China is being turned into an enemy so we can sell weapons. The competition now looks to me to be inevitable. But, as this video entreats, we can change the tone of that competition.
We can change the frame from war to friendly competition. The last cold war had horrific consequences, but it had positive ramifications as well. If we act proactively we can optimize the mix of the next competition for positivity rather than horror. This may sound ridiculous, but it’s not. The tone of the New Cold War will determine whether or not it kills us.
I should really cover Mexico more, as I finally do with today’s video. This channel is very much based on US policy. Sure, I go in depth on the history and politics of a range of other countries, but it’s almost always in the framework of their significance for US foreign policy. Mexico is probably more important for the long term success or failure of the United States than any other country, except maybe China. Mexico is vastly more important for the US than any of the Middle Eastern wars or conflicts I have described.
Mexico is a trillion dollar economy. There are not many of those. It also shares one of the world’s longest borders with the United States. As I talk about today, there’s a good chance that the US and Mexico are going to converge further over the next couple decades, creating a block, with just three countries, that could remain vastly richer than China throughout the century. Or it could go in the other direction. Drug Wars, border nastiness, and outright US racism could derail this happy future. This is a topic I should cover more.
One of the many irritating things about US foreign policy is its complete lack of imagination. We just keep running the same old scripts over and over. World War II, probably the US’s best war, and really the only one that can be called “good” in the 20th century, still provides the mental models for most foreign policy practitioners. This comes about in very conscious ways, such as the closing in on a century long insistence that everybody the US doesn’t like is Hitler, but I think it comes about in unconscious ways too.
In today’s video, I talk about the way that US National Security Adviser John Bolton’s foreign policy directly echoes FDR’s. They both wanted war, though for very different reasons. John Bolton is using similar tools, and as the past week illustrates he’s getting perilously close to bringing about the same results. But unlike FDR, he has no noble purpose. This is some scary stuff. But it’s also pitiful. We’ve advanced so much as a world over the past 70 years. It’s profoundly disappointing that the most powerful people in it are playing out scripts from another era.
With today’s video I tie together the past month or so of production, and explain why it is that I’m so interested in North Africa. Arab democracy, human rights, human progress, all of that is lovely. But today I focus on a much more simple, dollars and cents issue: Every month the Atlantic economy is mired in war and destruction in North Africa, is a month where the Pacific Economy surpasses it. The disaster in Libya is contributing to economic stagnation in Europe and the Eastern United States. There are very self interested reasons to promote peace.
I really enjoy the way that this one connects the North Africa region together, and then connects it to the implications for the world as a whole. I don’t think enough media does that. Let me know what you think!
I have always found Algeria fascinating. It’s weirdly distinct from the rest of the Arab world. This has always been true, but it’s been especially so since the Arab Spring in 2011, an event that Algeria sat out, almost uniquely.
Most countries in the Arab world are either small or profoundly beat up. They have all lost their independence to one extent or each other, victims of Saudi Arabia’s counter-revolutionary efforts since the Arab Spring. Even Egypt, a country of 80 million that used to lead the Arab world, is reduced to taking hand outs from Saudi Arabia and the United States. Not Algeria.
Over the past two months, Algeria has been experiencing its own protest movement, and its strong man has been dethroned. People are expecting things to take a similar path to earlier Arab Spring debacles. That’s possible, but in this video I argue things may turn out differently. Because Algeria is stronger than you think it is.
Some videos come pretty easy, and today’s video is one of them. I really like it when new ways of looking at stuff pop into my head. The more I think about it though, there are other aspects to this I should have included. The shift in the oil market here is pretty extraordinary. It’s actually the birth of a sort of “Super OPEC”. It’s also an OPEC that’s a lot more dangerous for its members. With a US president in charge, especially a US president listening to Texas oilmen, military operations become a potent tool of market making.
The world, and the US, used to have a minimal investment in the stability of petro-states. In the long term, these places should be happier without US supported perma-leaders, but the short term looks increasingly grim. As oil demand peaks, the ballooning US petroleum industry will need to be protected. The US can do this by knocking off competitors one by one. This could be an underappreciated aspect of Libya’s permanent oil crisis since 2011. Petro-states on each side of the conflict have no incentive to get their proxies on the same page and producing more. Venezuela is being knocked out. So is Iran. Destabilizing Iraq would be very easy. Saudi Arabia is super shaky. A broader war in the Middle East would be horrible, but it would be pretty great for the new head of OPEC… The US president.
I don’t like covering breaking news topics. I’m happy to produce a video on a deep seated issue that gets sparked by something in the news, but I don’t like making predictions or doing video takes about an on-going story (that’s what twitter’s for!). Mid-stream analysis, the bread and butter of the cable news networks, is largely bullshit. Unfortunately, for today’s video, Khalifa Haftar of Libya ambushed me. On March 26th, I promised to do a video on Libya, a topic I had already been researching for a week or two. On April 4th, Khalifa Haftar invaded Western Libya, throwing everything up in the air.
Half of this video was drafted before April 4th. As the news has rolled in, my estimate of Haftar, already pretty negative, continued to plummet. I have tried to make this video consistent and informative in its presentation, but I’m not sure I pulled it off. A video’s title is very much a part of the experience. Usually it just advertises and reflects the content, but I think with today’s video, more buffeted by events than I like, the title may present the conclusion. I shot this video last Thursday, and have continued to research and follow developments as they have come. Haftar is not the savior he is sometimes presented to be. I hope today’s video gets that across.
This video would not have been possible without the International Crisis Group’s Libya coverage. On country after country I have found their work invaluable. They tend to be my starter source for one-shot videos like this where I won’t be reading multiple books.
After today’s video had been shot, the Wall Street Journal confirmed that Haftar has Saudi Arabia’s full support in his destruction of Libya’s chances for a settlement.
I used this headline on Haftar and the Muslim Brotherhood in the video. Keep in mind that the National is a United Arab Emirates publication, so this article may be more useful for what the UAE wants you to think about Libya, than what is actually going on.
I also used this headline from Reuters, and the article provides a nice discussion of Egypt’s shady bombing campaigns in Libya. Reuters is a US publication, so of course it’s going to downplay the fact that Washington, DC is, at root, the responsible party in this nightmare.
I really like today’s video, but I think I stuck my foot in my mouth a bit at one point. I just sort of declared that Tunisia is not a “white country”. I already know I’ll be getting a ton of comments on that. There is no settled definition of “White”. Because of some historical weirdness, in the US Arabs have generally been described as white, long before Italians or Slavs were considered to be in that category. That hasn’t kept US foreign policy from being heavily focused on bombing Arabs for the past two decades.
I try to avoid using desperately inexact terminology like “white” and “Latino”. But what I was trying to get at with today’s video was the fact that certain countries are inside the charmed circle of countries that are seen as deserving of serious help and foreign aid, and some are not. Tunisia, whatever you may think of the country’s relation to “whiteness”, is not in that charmed circle. It should be.