Moscow X (David McCloskey)

4-5-24

Dear Partners in Thought,

I wanted to share with you some thoughts on “Moscow X”, the second spy novel (after “Damascus Station”) from David McCloskey, a former CIA analyst that many see as the new John Le CarrĂ©. It is clear that his background made McCloskey a very credible writer in a genre that we all thought we knew, but where he lends current credibility as times have also evolved. Today’s short Book Note stresses the novel’s key features and those of its author that have led to so many plaudits across the range of not just well-known novelists and current affairs journalists, but also retired intelligence professionals. While I will emphasize its key features, I will also let you discover and fully enjoy the book. 

“Moscow X”, the name of a new Langley-based CIA entity focused on Russia and its key decision-makers, is about an operation to “compromise” one of the private bankers to Vladimir Putin and create upheaval at the top of the Kremlin. It is rather global in its set-up and deals in great details on what we can assume are current operational and structural features of intelligence agencies both in the US and Russia. It also describes the direct and blurred link between former and current intelligence leaders in Russia with massive wealth. Putin, known to be a multi-billionaire (as widely reported by the late Alexei Navalny) was of course a former KGB officer, while the Deputy President and Chairman of the Executive Board of VTB, one of the leading state-owned Russian banks, is none other than the son of Aleksandr Bortnikov, the head of the FSB since 2008.   

The similarity to John Le CarrĂ© is clear when reading the description of how CIA (and not “the CIA” in casual insider talk) works internally in a way that reminds some of us of “Smiley’s People” or “Tinker, Tailor, Soldier Spy” which we also saw on screens small and big with Alec Guinness and Gary Oldman. Some of us discover that intelligence officers as such need not to be citizens of their country’s agencies or even “official” – as in the case of Max, a Mexican horse trader – or Hortensia – a top London corporate lawyer – both working with and for CIA. In a similar tone, Anna, a Russian banker, also would appear to work for the SVR, the foreign Russian intelligence agency, conveniently mixing professional role and at times family business. All three are NOCs or agents with non-official covers who actually operate in covert roles for their intelligence platforms.

The style is a bit different from traditional spy novels, with many words and sayings of our times, often “hard ones”, while the writing is very descriptive and indeed detailed as was John Le CarrĂ© in his novels (on a personal note, I ran into him as David Cornwell, our neighbor and nearby pub goer in Hampstead in 1993. It was fun as he enjoyed being recognized but kept a naturally low profile as George Smiley would). It can make for an arduous read at times, as one needs to focus, also as the interactions between the main characters are plenty – even if at times unexpected. One could find the story of a fight between two wealthy Russians, both having worked in top roles at the old KGB and then FSB, a bit unexpected, while the various developments putting together unusual adversaries are very entertaining, again in the detailed background that McCloskey puts in place.  One feature which is strong (and probably real) is how tiny and interconnected the Russian elite is across societal segments with a direct link to Putin and often his native “Piter” (Saint Petersburg).

Money linked to “obedience first” seems to be everywhere in all of Russia’s power structure, which would not be a surprise. And that kleptocracy is often helped by the belief that the individuals concerned simply convince themselves that they “hold” the money for Russia itself in a quasi-patriotic mission. A good and known example in real life may be Igor Sechin, who had no experience of the oil industry but was very close to Putin and is today the long-serving CEO, President and Chairman of Rosneft, a leading Russian oil producer. “Moscow X” shows an FSB-flavored Moscow society and its “cameras everywhere” controlling people actually willing to be controlled as a small price to live very well. Another key feature is the description of intelligence operations and their minute preparations, indeed in contemporary George Smiley ways (including being able to be ready to adjust to the Russian elite’s drinking habits whatever their hidden rationale for them at times). One also discovers the challenging TOTT process or Tier One Target Tradecraft that new CIA agents need to go through in Northern Virginia in order to be operationally ready and also fully confirmed as CIA.

Without revealing much, the book’s main story, while being focused on compromising a key Putin private banker, starts when a senior FSB-flavored Russian, also in the Kremlin, seizes gold bars from a former colleague and schoolmate, also very wealthy now as a top horse farmer, who had married his ex-wife. It is an unusual start for a spy thriller, showing unexpected tensions within the Russian elite. Anna, the daughter of the “victim” is working at Bank Rossiya, a well-known Russian bank but is also an SVR NOC intelligence operative and will do her best to get daddy’s money back. In doing so she approaches a London law firm reputed for dealing with “Russian money” even in our times of sanctions as the story is taking place today. (Let us not forget, with all due respect to many English friends, that London or indeed Mayfair was also known in some parts as “Londongrad”, as seen in an old Book Note “Rich Russians”, and the home to many financial and legal advisers for which morality may not be a key driver). Anna is, of course, aware that the London law firm is dealing with laundering the gold for “Goose”, one of the top Kremlin insiders, and her father’s former FSB rival and now enemy.

What she does not know is that lawyer Hortensia (she only goes by Sia – beware as she is rather jumpy on that one) is also CIA NOC, while being with Afrikaans roots and a former member of a Palo alto tech start-up close to Langley. Sia will team up with Max, a third generation CIA operative from Mexico who is also officially managing his horse-trading platform in San Cristobal. They will get Anna and her husband Vadim, who is the son of the former leader of Bank Rossiya, to join them in Mexico for a horse-buying visit as a prelude to compromising the latter, indeed one of Putin’s private bankers. All while Anna, not initially realizing the true nature of Sia, will be trying to recruit her for the SVR while she is looking for her to recoup her horse farming ex-FSB father’s gold.

Following San Cristobal, Sia and Max will then go together to Russia under commercial horse-trading cover to fulfill their mission, not knowing but “guessing” about Anna’s true role – it is Russia after all – while the latter not knowing theirs at that point. The dual roles of the main characters are funny and almost unrealistic but makes for a great and evolving complex plot that one needs to focus on in order to keep track of the compelling story.

As a parting gift, and perhaps an inducement to read this book, I will give you Anna’s take on the Russian ruler, also knowing she followed her then surprised father in his KGB and then FSB footsteps. “She’d come to think of Putin as many things all at once. An all-powerful Tsar and the cheerless manager of an unruly system larger than himself. A despot and an issuer of vague, sometimes ignored guidance. A new public idol and a private source of jokes and snickers. He was former KGB Second Directorate, after all (note: not First Directorate, the KGB elite). A thug (note: in his St Petersburg youth, for sure), not an artist like the foreign intelligence men around Papa. Like the rest of our country, she thought, he is proud and insecure, aggressive and pitiable, strong and weak. He was everything, he was nothing, but sometimes you had to give a damn about him as he was the center of the Russian world. The khozyain. Master. Without him the world did not spin. His existence was neither good nor bad. It just was.”  

Finally, and as some of us struggle to understand Russia’s lack of what we take for rationality, failing to realize that it was never a democracy, Anna’s words are quite telling: “I am a patriot. I do not think you truly know this. Maybe as Americans you are incapable of understanding. I do not care that Putin rules our country. The Russian system has always been this way. One person at the top, everyone taking what they can. The activists and protesters mean nothing to me. I am a patriot”. Besides the great storytelling and the minute display of contemporary espionage craft, “Moscow X” tells the reader a lot about what Russia is today – simply a natural continuation of its never-changing history.  I will now let you enjoy the read without uncovering the whole espionage tale and its many developments.           

Warmest regards

Serge

The Return of Great Powers (Jim Sciutto)

1-4-24

Dear Partners in Thought,

I wanted to share with you in this rather long (but much needed) piece the last book by Jim Sciutto, whom some of you may know as CNN’s chief national security analyst, and anchor of CNN Newsroom (I see some eyes raising in the deep right side of the room). Sciutto is an interesting man with a diplomatic background, having been posted at the US Embassy in Beijing, before joining the news network in 2013, from where he has reported from 50 countries and many conflict areas in the world. He has written many books focused on geopolitics and security matters, such as “The Shadow War” (previously reviewed on this blog) dealing with the vast array of asymmetrical challenges posed by Russia and China over the last twenty years. “The Return of Great Powers” (with a telling if not worrying sub-heading “Russia, China and the Next World War”) is about the new world we have known following the thirty years or so of “peace through trade” and globalization, with less attention to a clash of the great powers as there was only one: the US. As often mentioned in previous posts, the world game has been changed by the steady rise of China, even with its challenges, and Russia’s existential fight for relevance, using old-fashioned (if not forgotten) warfare in Europe, with other world players acting along opportunistically with their own interests at play.

One of the differentiating features of Sciutto’s book, that covers topics that became well known, is that he was often not only on the ground, but also dealing directly with key political, diplomatic, military and intelligence officials providing him with their views of unfolding events – from CIA director Bill Burns to President Zelensky and his key staff. Other useful contributors were his many talented CNN colleagues in the thick of it in all theaters covered by the book, combined with his ability to connect the dots between this war and broader world issues and players. Sciutto’s book is different in that he stresses the return not only of the great powers but also of a 1939 (I would even say Munich 1938 at times in parts of the West) or pre-world war moment, also one where former Cold War guardrails and communication between major actors is no longer effective, thus potentially leading to global chaos. As if to confirm the disturbing feeling, Polish Prime Minister Donald Tusk expressly warned that Europe was in a “pre-war era” in late March. In times when small wars in exotic places may no longer be the norm (October 7 and Gaza being seen as contradictions even if they are also linked to great power conflict through their local allies or surrogates), the book focuses on the new development of the forgotten return of history with direct great power war. In this context, Sciutto covers how Russia plans to bring the international order down while China is aiming at creating an entirely new one. As a student of history (like many military leaders) General Mark Milley, former Chairman of the US Joint Chiefs of Staff, stresses that the new era we are witnessing often goes back to the old confrontation between a revisionist and a status quo power which usually ends up in armed conflict (not something the populations of the West in particular would like to hear today).   

Sciutto stresses that our new world is now marked by actual and potential great power conflict areas ranging from the obvious Ukraine and Taiwan but also extending to Russian aspirations in the Baltics (a key driver for the West to stop Russia in Ukraine and not allowing an unhinged Putin to go “further”) as well as China’s land claims in the South China Sea. Other theaters include North Korea’s incessant missile threats to its Southern neighbor and US bases in Asia, the East China Sea with Russia and China conducting joint-exercises, or the often-visited and tested Alaskan coasts by Chinese balloons and the once-unexpected Arctic.

The change in our world happened with both Ukraine and Taiwan being the new focus of the world order we knew and most in the West liked from the early 1990s. Sciutto’s book starts unsurprisingly with the Russian invasion of Ukraine, a topic now well covered over the last two years, but with a personal angle as he was in Kyiv for CNN when it all started in late February 2022. US and British intelligence services had gathered evidence of a clear massing of Russian troops near the Ukraine borders with Russia since November 2021, while Putin kept stressing they were for defensive purposes as NATO and Ukraine were threatening the motherland – all while having worked hard academically at creating a historical scenario of imperial rebirth for the invasion to come. There was a refusal to see the obvious until the last minute in many Western capitals – apparently not frontline Helsinki that was used to a well-perceived dangerous neighbor – as if there was too much desire for the world order they knew to remain. While many Western capitals worked hard at maintaining what they saw as a productive dialogue with Putin, such as Paris for a while, Foreign Secretary Lavrov visiting Liz Truss kept stressing only a few days before the invasion that troop movements inside Russia were nothing like thousands of British forces in the Baltics at Russia’s doors.  On December 17, 2021 Putin had made clear that Russia wanted the withdrawal of NATO forces from territories of members having joined as of 1997, no new members like Finland and of course never Ukraine.  Then while Western intelligence was proven right they also failed to predict the actual resistance of Ukraine and failure of Russia to seize Kyiv in 72 hours, which turned out to be almost a bigger surprise than the invasion itself.

The war in Ukraine marked the imagined and often controversial “end of history” as stated by Francis Fukuyama post-Cold War which meant that the age of large armed forces and great power conflict was behind us. The new era of globalization became marked by smaller conflicts, a downsize of the past militaries and their budgets as well as supply chains and a new focus on long and often challenging counter-insurgencies like in Iraq and Afghanistan. One of the striking points of the book stressed by US Admiral James Stavridis, that evaded many, was that the Ukraine war also quickly became a hybrid proxy war with one great power fully engaged with troops and firepower and the other not with troops but with money and ammunition (one could add before the Mike Johnson-hijacked House of Representatives went on vacation when a bill was needed, even if Europe was still there for Kyiv notwithstanding its challenging Hungarian issues). Ukraine provided a wake-up call to a new era at multiple warfare levels. It is clear that ammunition, even if not troops on the ground, were a key factor for Ukrainian prowess on the battlefield like with US  

High Mobility Artillery Rocket Systems (HIMARS), which gave them a clear advantage on the battlefield. Ammunition also became a key issue, as there was a struggle for the West to produce enough to meet both Ukraine’s needs and their own going forward (a US assessment of needed artillery rounds on the battlefield was a need to increase production by 500% as Ukraine was firing in two or three days what the US then produced in one month).                       

While the world would see Ukraine invaded by Russia, the battlefield showed rather quickly Ukrainian forces regaining territory and being on the offensive to recapture lost territory while Russian forces suffered terrible losses, showed poor command, and were actually on the defensive to retain invaded grounds. The first Ukrainian counter-offensive in 2022 showed quick results while the second one in the summer of 2023 was painfully slow as Russia had built up its defenses, learned from mistakes even if losses continued to be staggering. However, a striking point was the adaptability of Ukrainian forces, due also to the training of their officers and key NCOs by NATO since 2014, this in stark comparison with the Stalinian-inherited very top-down, controlling decision-making, leading to little or no initiative, itself reserved to the highest ranks (NCOs were indeed the missing link in the Russian military and some would say the Chinese military when thinking about a potential invasion of Taiwan). Russian forces are not well-trained and can only win by massive firepower often aimed (if the word was right) at both military and civilian targets leading to scorched-earth type campaigns like in eastern Ukraine, also at the price of heavy losses as lives do not matter to their high command as seen in the last two world wars and to some smaller extent Afghanistan. As Ukraine recovered some territory like at Kherson, and did not lose as was expected, the main question became as Sciutto stresses “could it win?” At the same time and beyond the official messaging, Russia can see its inability to conduct efficient conventional warfare given its poor readiness which might explain (if it were ever possible) Putin’s frequent reminder of Russia’s nuclear capabilities, making them “no longer unthinkable” a warfare option that one of Sciutto’s chapter deals with in detail.         

The Ukraine invasion solidified the dividing line of what is a new Iron Curtain between the West and Russia, while Putin expected a weak and disunited West to not care about Russia going West, all the more so as it did not much react to the Crimea and Eastern Ukraine invasion of 2014 even if carried out initially by “little green men” as if from outer space. The Western allies’ rush to provide Kyiv with military equipment assistance like HIMARS and Storm Shadow cruise missiles helped stop the Russian “blitzkrieg”, however incompetent Russian conventional warfare was. Russia’s invasion strengthened NATO to an unexpected point with Sweden and Finland, two historical neutral countries bent on dialogue with Russia, eventually joining the Alliance after dealing with challenging Turkish and Hungarian members. NATO, born in 1949 to stop Soviet expansion plans in Europe, grew to 32 members, including 14 from the former Soviet Warsaw Pact, within two years of the invasion, this stressing Russia’s miscalculations in addition to their failed military achievements.

Another consequence of Russia’s invasion was a redefinition of the West’s posture alongside Europe, all the more so as Russian and China were seen to get closer in relation to dealing with the West via a “No Limits Relationship”, thereby also creating global challenges for NATO in spite of its initial focus on Europe. Russia and China share a common adversary, if not de facto formal enemy for the latter, in spite of being very different in their overall profile. China also has a GDP six to ten times that of Russia, while Moscow has 20 times the nuclear weapons China does (and the number one world rank in that category) – showing the odd and historically scary profile of Russia.  Both Putin and Xi share a restoration mission to correct the historical wrongs imposed on their nations by the West (Putin indeed spent much time and academic resources focusing on rewriting history to justify his invasion of Ukraine, which he sees as an integral part of Russia). Not since Mao and Stalin have both countries been in such lockstep on the creation of a new global order, stopping the end of the rules serving the “golden billion”, and involving a confrontation, if not war, with the West, this even if China is the more rational of the two in its actual definition and implementation of the latter. Putin would stress that this new system is not directed against “third countries” (Ukraine not being really one to start with) and that China (he needs at any levels) faces a threat from the US and its allies in Asia as much as Russia is threatened by NATO (the preemptive driver to attack first in Ukraine).                   

Sciutto feels that the extensive damage to Russia’s ground forces will compel Putin to rely upon unconventional weaponry such as cyber, space and even tactical nuclear capabilities – hence his often stark and shocking statements. Similarly, Russia, while turning into a war economy that will sustain for some time the appearance of vigor (at 7% of GDP today), will need military equipment support from its allies. While China has been so far reluctant to provide lethal weapons to Moscow, in spite of the no limits relationship asserted just pre-invasion, the likes of Iran and North Korea will assist Russia, drones being an example for the former, and this against more sophisticated weaponry they also need. Washington aptly stressed the “red line” that Chinese military support would cross with some success (even if Beijing would unlikely take that stance), many remembering a similar red line that was crossed by Damascus and forgotten by the Obama administration about the use of chemical weapons during the Syrian civil war. As Sciutto stressed, if China could not help Russia militarily, one of the ways to benefit would be to prolong the war in Europe as long as possible, also to weaken the West by draining financial resources and military stockpiles, this also to foment gradual disunity and create a key distraction as Xi gears its military and people for war over Taiwan, even if still unlikely today. It would also happen that China might be the one to need military equipment support, especially in the field of submarine technology where Moscow is a leading player, even if not directly useful in terms of its invasion of Ukraine.           

NATO is not simply about Europe in the reshaping of the world order. One of the key side developments of the war in Ukraine was for Japan and Australia to take steps to strengthen their ties with the West. Canberra joined the AUKUS agreement with the US and the UK, even if creating an awkward snub of France with whom they had signed a contract to buy diesel submarines. The UK, Japan and Italy got together to work on a next generation of fighter jets, while Japan and the UK signed an historic defense agreement in January 2023. The US, Japan and South Korea signed new trilateral partnership at Camp David in August 2023, also having a positive impact on the relationship between the two Asian countries which has been challenging since World War II. Key Asian and Australasian countries clearly stated that the invasion of Ukraine also mattered to them in terms of their own security as making the world less stable and as a result strengthening the Western camp beyond the unexpected expansion of NATO.  The Ukraine war and its impact, combined with concerns about China, led the US and Japan to sign a new security pact 64 years after the previous one to upgrade their arrangements and face the global threats presented by the new multipolar world order.   

Going into more active mode, Sciutto takes part in a Baltic Sea naval mission of the High Readiness Joint Task Force (VJTF in NATO-speak) where we deal with a German flagship Commander named Marx and Spanish and Portuguese ships in a first mission together that shows what NATO is also all about. NATO’s Maritime Command today is led by a Briton, his Deputy being Italian with key officers from Spain, Germany, Portugal, Canada, Turkey and Greece. We see how Russian fighter jets shadowing the ships threaten their NATO counterparts in close encounters beyond the accepted norm, not as rogue pilots but as merely reflecting the approval of their higher-ups to create a hostile environment. Sciutto makes the point that, while the Russian ground forces have suffered devastating losses in personnel, equipment, and pride, their Air Force and Navy have remained largely untouched barring a few key losses of surface ships like the flagship Moksva in the Black Sea from drones expertly managed by Ukrainian forces. We learn that Russian submarines are viewed as top quality by NATO, especially in terms of non-detection, leading US naval forces to urgently upgrade their own fleet in a more competitive and dangerous environment. We also learn that civilian infrastructure, often a Russian target, led NATO to create a division to protect these naval assets like undersea cables and pipelines in the Baltic Sea. Sciutto tells us about a conversation with Marx about the famed diplomatic, economic and energy engagement policy of Germany with Moscow personified by Angela Merkel, soberly stating that the desired outcome was right – a point I also fully agree with, having been a proponent of peace though trade as a way to ensure that the likes of Russia had more to gain by being integrated into the world system until irrationality and wild restoration desires prevailed. It is worth noting that Germany put aside its Word War II guilt (found by some to be eminently practical) and made a rapid reassessment of the need for military spending in the months following the Ukraine invasion – even if implementation takes time (but hopefully as the third economy in the world today it will show results) while having been the largest, by far, European financial supporter of Ukraine behind the US to date. As a last point of his maritime exchange, Sciutto noted a worrying point about the German youth following a YouGov opinion poll reported by Die Zeit: Only 11% of  them would be ready to defend their country while only one in twenty would volunteer to do so and nearly 25% would flee to avoid service – a sign of our peaceful times post-Cold War and their associated features especially for people living in a very enjoyable (and perhaps declining) West.  It is fair to stress that when Macron, having made a total u-turn in dealing with Russia, mentioned the possibilities of French troops being eventually sent to Ukraine, only 21% approved in a poll conducted after his statement.   

Arriving in Tallinn, the capital of the small Baltic country of Estonia, where the VTJF ended its mission, on the very front lines of a potential aggressor and revanchist power, Sciutto covers more interesting features at play. Estonia and the Baltic states (all NATO members) and Moldova dealing with a pro-Russian Transnistria (even if calmer, as to its Russian roots judging from the recent low participation in the Russian presidential “election”) are obvious potential next steps for Moscow post-Ukraine, all the more so if the latter was to fall under Russian control. Sciutto engages with Kaja Kallas, the new Estonian Prime Minister and flamboyant leader going through the challenging history of her small country and why it  “may be next” for Russia that considers it part of its “empire” or sphere of influence, something many NATO allies still do not understand, all the more as “the Western world survived very well without us for fifty years” (Tallinn is about 200 miles from St Petersburg while – news to many – Helsinki is only 50 miles away). Estonia is a tricky land, as Tallinn’s population of five hundred thousand is 40% ethnic Russian, like Eastern Estonia, making “street support” to visiting NATO units, not always obvious even if a clear majority backs the alliance. One of the key successes of Kallas following the NATO Summit in Madrid of June 2022 was to make sure NATO realizes that while its esteemed members should really stick to the 2% of GDP committed to defense – she was elected on a program of tax increase targeted at enhancing Estonian defense ­– it should also not rescue Estonia “within 180 days” as previously planned but within days if not hours if it were invaded, hence the following frequent VTJF visits which Sciutto was part of.    

Sciutto’s book covers many related topics, like the sensitive one of Taiwan as a potential or actual target of Chinese expansionism, with the two old red lines being challenged: “no invasion” for the US and “no independence” for China and what the Ukraine war taught Taipei. The two chapters about Taiwan show the potential dual negative scenario that could be followed by Xi – him being the key and only decider for China today – between a gradual Hong Kong-like economic asphyxiation leading to surrender, or a more challenging invasion mirroring the Russian scenario for Ukraine (US war games still showing a crippled but independent Taiwan given the perceived Russian “features” of Chinese forces). The topic of Taiwan deals with many interesting features about its key players and issues. Xi, a one-man state today if any, is seen as far more ambitious and wanting fewer restraints than his predecessors, learning about the Ukraine invasion as Taiwan does, while being like a Putin, though one far more pragmatic and realizing that failing to conquer Taiwan, should he go forward with such a dangerous plan, would be his personal failure, so likely too much to risk.  Sciutto’s take on Taiwan is also interesting as while President Biden boldly stated many times the US would intervene militarily in the case of an invasion, breaking the usual official American stance of what amounted to “supporting diplomatic neutrality” or as it is known “strategic ambiguity”, the Taiwanese leadership still prefers to be ready to defend itself rather than relying on needed but still uncertain US support, given its costs, even if the population of Taipei often behaves as if no invasion would ever occur, based on the last 70 years of tensions that led to no actual conflict. Other chapters show us the rising potential for nuclear confrontations following Putin’s direct statements reflecting Russia’s obvious conventional challenges with what is also becoming a multifront global power war in terms of means – cyber, AI and sheer disinformation – and geographies – the Arctic or “near space” (via balloons, a new tool seen in early 2023 over the US) or the sheer weaponization of space with rockets. In another chapter, an unstable and surprisingly (to many of his former White House staff) often Hitler-admiring Trump, who likes autocrats as they can do what they want unlike him when President, is seen as “a wild card” in the unfolding global game. Sciutto discusses the key impact of Trump’s reelection in 2024 with a possible withdrawal from NATO on the back of past friendly relations with Putin, and an election-driven isolationism of another age to appease his admiring voter or cult base. Paths to peace that still exist are then explored by Sciutto on the back of what history taught us, like the Cuban missile crisis of 1962, without surrendering to despotism in Ukraine and globally. As a conclusion Sciutto stresses the long nature of the war the West is now facing as the old world is vanishing and a new one gradually emerges with its new chessboard, challenges and clear priorities. One of the key paths proposed to keeping the peace is “international rules and agreements plus (US and Western) power” to ensure practical world stability among great powers. In this respect, even if a land for peace agreement could eventually be envisaged to stop the war of invasion, Ukraine cannot be lost for the sake of its sovereignty but also for the survival of the international order so as to avoid opening a Pandora’s box of domino theory for the twenty-first century.                                 

On a personal note, and while understanding the axis Moscow wants with China and which Beijing has supported at times in some measured ways, I feel that the latter is not as confrontational as the former and today Xi is not Putin. China, while not being a Western democracy (a fact rooted in history we need to accept productively), faces some key demographic and economic challenges and despite making noises of an historic nature about Taiwan and related matters, still relies upon globalization, notwithstanding peace through trade no longer being the once post-Cold War key driver of international relations. Even if Xi would want to fulfill his historic reunification with Taiwan under his third term in office, he first needs to deliver economic prosperity to his people, all the more so if the invasion would appear too risky. Globalization is also shown in the China-Taiwan trade with China representing 40% of the 21st world economy’s trade besides 70 years of strong sovereignty issues linked to the creation of both countries. Even if new security agreements between the West and its Asian allies are understandable given our changing times, there is nothing to gain from severing all trade and investment ties with China as if a dangerous decoupling was wanted (surely by Moscow), this even if the West should pay attention to geopolitical matters linked to trading with Beijing including undue influence in its domestic affairs – hence the “de-risking” moves taken by the US in areas deemed important to its security interests (as seen with state-backed hackers like APT31, new EV imports or in the tech sector with actually unpopular TikTok regulations). There is nothing to gain from antagonizing Beijing as long as it behaves rationally about matters like Taiwan so it does not get closer to Russia in unacceptable ways. In spite of an increased fight for influence with the West and its allies, also across Asia-Pac, or sensitive trade issues with both the US and EU, China may realize that it can gain much more by striking a productive dialogue with the West in a mutual win-win mode rather than following a Russia that may go down a more erratic and lost path during and following the war in Ukraine. Xi’s recent welcome to Beijing of top US business leaders in late March seems to show his preferred focus for sensible expansion through trade rather than risky hostilities.  

Similarly, it is key for the West – especially at times forgetful Western Europe and especially but not only its new generations – not to fall into a Munich 1938 mode that would reflect the feeling that Russia would stop after seizing control of Ukraine so it would make sense to cease an expensive support of Kyiv today. This Munich mode, while dangerous, is also accompanied by a politicization seen in America in an election year when the support of Ukraine is part of a game for the tiny majority of the Republican House of Representatives to deny the Biden administration any major win regardless of the geopolitical stakes for the West, including America. It is clear that the West switching gears in terms of defense would mean higher taxes and/or a reduction of the Welfarist social contract, especially in Europe, which is challenging after decades of actual peace and little or no memories of the last world war, but it is key for the West to be realistic and change old habits as a matter of deterrence and potential survival. Necessary historical changes like the key one expressed by German chancellor Scholtz on defense in mid-2022 need now to migrate in their natural acceptance from chancelleries to households. As Tony Blinken stressed, Russia would not want to expand the conflict across Europe as it could likely not manage it – at least now – but it is not a reason to adopt a Chamberlain approach to the war in Ukraine hoping for rational behavior (if the word could ever apply in the case of Putin as seen with his initially odd comments targeting Kyiv following the recent ISIS terror attack in the Moscow theater). As always, the Latin motto of “Si vis pacem para bellum” and what it entails, as stressed in previous pieces, does matter now existentially for the West and especially Europe more than ever.

Warmest regards,

Serge

America and Europe can only be strong together

1-3-24

Dear Partners in Thought,

As we enter the third year of the invasion of Ukraine, we recently saw a flurry of tough comments from Donald Trump and the GOP on the relevance of NATO for America. Trump recently did something that no President since Harry Truman ever did. He hinted at a possible withdrawal from NATO on the basis that some European members do not commit the 2% of GDP they should, so are riding on the coattails of America. JD Vance, once the “Hillbilly Elegy” author and former but reformed harsh Trump critic, stressed recently that the US had provided a blanket of security to Europe for far too long. Trump’s statement was accompanied by another strange statement that Putin should indeed attack those defaulting NATO members as if there was a clear link between NATO funding and Russian imperialism – all at a time when Russia shows an increased hostility, now tainted of militarism (even if the latter is denied) towards the West. And all of these strong statements are taking place as Ukraine is under attack though, very critically, in the context of elections in November not only for the US Presidency but also for its Congress. In effect Trump has led the House GOP question the financial support of Ukraine and NATO members reliability – indeed putting the West and its US leadership not to mention credibility at risk – merely for wider domestic political gains and, for some observers, ultimately sorting out most of his legal problems by being back at the White House.    

Trump is of course an anomaly in American history and in a recent poll of American history university professors was found to be the worst White House resident ever, Abraham Lincoln winning the top spot. In spite of a previous presidency that can be defended in terms of policies (forget the Iran nuclear deal and Paris COP 15 commitment departures) Trump has now become dangerous as a potential leader both for America and the world. He is a disgrace to America in style today with no limits to insults he can make about his opponents as if his primary base, largely composed of MAGA hat wearers (some likely wearing the Trump golden $399 “No Surrender” sneakers that were all sold in one day and many cannot afford) were his sole focus. His history of court cases and 91 indictments is a mere reflection of the leader he would be while disqualifying him from any serious office anywhere in the West – even if strangely but effectively used to shore up support among his “cult” base. Going wildly and erratically against NATO that goes well beyond territorial integrity is not just about Europe as it is about the role of America in the world and tied to all the economic and political benefits derived from this leadership. If the US were to withdraw from NATO it would be the end of the West and thus American leadership leading to the gradual decline of an isolationist America and the rise of countries for which democracy is not there or does not really matter. And, while globalization receded post-pandemic, tensions with China and the Ukraine invasion, it still matters to America and the MAGA voters who would not like to discover the side effects of isolationism and an ill-thought America First on their purchasing powers. Finally talking about who is helping whom, maybe Trump and Mike Johnson should remember that the French helped a nascent America “endure” at Yorktown in 1781 – even if we are all together with the British in the successful NATO family now. And that the only time “Article 5” was called by one NATO member to be assisted by all others was after 9-11.  

While the Western world and its leaders rightly condemned Trump for his crazy comments about NATO it should be fair to stress that he may have a point, taken far more artfully by JD Vance in his Financial Times opinion piece dated 21st February on “Europe must stand on its own two feet on defense”. It is true that some European countries have not spent enough on defense matters in recent decades though as the Western world – and indeed Europe – was going through a never-ending period of global peace through trade. Some countries like Germany were even accused of using their historical guilt to devote needed defense funding to the sheer development of its economy – today the third in the world having bypassed a challenged Japan. In fairness the new German focus on defense with a EUR 100bn program announced two years ago marked a change in conjunction with being the leading EU financial supporter of Ukraine in excess of EUR 19bn to date. At the same time the EU recently managed to get a rather Russia-friendly Hungary not to object (given the still-existing strange unanimity rule) to the latest EUR 50bn aid package agreed even if implementation is always too long while tactics on how to best assist Ukraine may differ, creating the occasional spat. It is also clear that the focus on globalization of the last three decades unwittingly led to a resulting weakness in the military industrial base or complex on both sides of the Atlantic. Putin if anything stressed the need for an end to the “business as usual” of the last thirty-five years. His invasion of Ukraine was a wake-up call that history indeed repeats itself. 

American domestic politics and an election year do not help. The GOP in Congress seems (for many representatives and fewer Senators – though still 26) to combine weaker support for Ukraine and NATO in a strange demonstration of a parallel world where it ends up supporting Putin and Russian aggression in ways that would make Ronald Reagan scream.  While Western unity is key today, we all see unfolding sad developments with a party losing its key foreign policy values and the Republican-controlled House of Representatives taken hostage by a tiny group of extremists and Mike Johnson, a smooth-looking and very Trump-accommodating new Speaker. They simply prefer to back Trump than supporting financially Ukraine (and incidentally Israel in spite of history and the ideological proximity with the Netanyahu government). Trump and his Congress group of followers would rather not give any win to the Biden administration pre-election even if the latest bill supporting Ukraine (also approved by 22 Republican Senators) would also cover a massive new focus on strengthening the border with Mexico, creating a situation that has lost any rationality. Speaker Like Johnson, aware of the stakes, shamefully preferred to opt for a two-week recess than putting the bill to a sensitive but winnable vote while Ukraine was losing a key city on the battlefield. It is also worth remembering that the GOP (albeit a very different one) had been very hard with Obama for seemingly accepting the Crimea takeover by Russia ten years ago. The fact is that the key driver for many in the GOP is to hide behind its hardliners so they can be seen as de facto supporting Trump, all the more when they will also face their own primaries in November where the MAGA base is a key voting bloc. Domestic politics, often at the very personal level, has de facto taken over international affairs rationality and American interests for the sake of seats in Congress.            

Notwithstanding the adverse impact of American domestic politicization at play today, it is possible that a perceived American protectorate might have made it easier for Europe to ignore comfortably its own security, also as the threats were not great, all the more as Russia was working hard at remaking itself at all levels in the early 1990s. As the world we knew is drastically changing, there is no doubt that European NATO member states should adhere fully to the membership terms of the organization that ensured their security since 1949. There is no longer any excuse for not reaching the 2% GDP commitment to re-develop a defense infrastructure but also a troop readiness on the ground. While Europe should take the right steps to ensure its defense, as it now will, it should do so in close coordination and partnership with the US inside NATO. There is simply no other way for both Europe and the US to remain strong globally but also individually as the world becomes more autocratic and adventurous in essence. 

Warmest regards

Serge   

Conflict – The Evolution of Warfare from 1945 to Ukraine (David Petraeus/Andrew Roberts)

22-2-24

Dear Partners in Thought,

I would like to share with you a new book on warfare since 1945 by two well-known specialists of the subject. One is General David Petraeus, one of the leading American military commanders (and indeed thinkers) who was CIA Director under Obama (before sadly and to some unfairly having to resign due to an affair with his “All in” biographer). The other is Andrew Roberts, one of the leading British military historians also known for his famed “NapolĂ©on” and “Churchill” biographies. I realize the topic is a tough one and some will think I relish writing on sad matters, but I thought it was an interesting one, all the more so as we are going into the third year of a war of invasion in Ukraine—an event which upended the relatively quiet and very productive post-Cold War globalization world we knew. “Conflict” is clearly a very dense book which a Book Note could not give the right credit for. To be fair, each chapter and its wars, that are described chronologically, would deserve a Book Note of its own—if not a whole book.     

Given the return of war in Europe, Russia is of course front and center of the authors’ considerations. Throughout history, Russia has always had a peculiar approach to using military forces, not necessarily to the benefit of its own soldiers. Eighty per cent of the soldiers who died fighting Nazi Germany did so on the Eastern front – these were Soviet forces, not including the millions of Soviet civilians who lost their lives as German forces went East in 1941. Russia registered five times more war dead in one year of the Ukraine invasion than in a decade in Afghanistan in the 1980s. The Ukraine war is a regressive WW2-type war in terms of its warfare approach. Strategic leadership being key in modern warfare, the authors stress that the failure of Russia to win, all the more given its assumed military might, is a testimony to its inherent weakness. In a way, Russia’s military unwittingly showed Russian forces more appropriate for grand military parades of a North Korean style as seen in the May Day victory parades to celebrate the victory over Nazi Germany. Russian victories require masses of soldiers and casualties rather than sheer strategic brio—this perhaps reinforced by the inherent leadership weakness of commanders primarily chosen for their obedience. This assessment does not mean they will not win in Ukraine as time goes on, and the West gets tired or immersed into domestic political games and considerations—as vividly seen in the US.    

The authors make clear they are not writing a comprehensive history of all conflicts, while their focus is on the evolution of warfare through strategy, tactics and weapons and what happened on major battlefields. When looking at warfare, the 20th century yielded more violent deaths than at any time since the beginning of the history of the world. 1945 and the end of WW2, a victory for a nascent West that would be solidified by the rising Cold War, was a time of hope. President Truman even abolished the OSS – Office of Strategic Services -, the predecessor of the soon to be CIA, in September 1945, within one month of the victory in the Pacific theater. Europe and the US were no longer at war, even if conflicts would ignite—such as with the Indian sub-continent partition that would give rise to Pakistan and the India we know, the Palestine conflict in 1948 (there to stay as we sadly see), and the Chinese civil war leading to the creation of an independent Taiwan (another sensitive spot 75 years later). Potential war on a large, if not unseen, scale then started gradually with the US and then Russia developing a nuclear arsenal, and MAD or the Mutually Assured Destruction strategy (during the Cold War, the US and Russia undertook 1,032 and 715 nuclear and then thermonuclear tests, incidentally leading to serious medical conditions in Kazakhstan where Moscow conducted 50% of its tests). One could say that MAD worked, as the two arch-enemies did not wage war directly for nearly half a century, before the Soviet Union collapsed, and globalization became the focus of all world powers.

In “The Death of the Dream of Peace” (1945-1953) the authors start with the world digesting the biggest conflict the world ever knew with the Chinese civil war, pitching Kuomintang leader Chiang vs. Communist Party leader Mao. This civil war, that few of us know well in the West, had started as the war against Japan was also waged, creating a very confusing overall battlefield. While Chiang’s Kuomintang had initially 2.5 million men under arms vs. half a million for Mao’s party, the latter leader inspired by Sun Tzu’s “Art of War” was far more agile tactically, avoiding direct confrontation when he could. Mao was also more in command than Chiang, with soldiers devoted to him and their cause, while the Kuomintang leaders were often more focused on internal politics and not caring so much about their forces. Mao was also more flexible—even using 200,000 soldiers who had fought for Japan—while being very rash in executing 150,000 soldiers opposing Communism. Chiang, supported by the West, lost a war that he should have won if only on sheer numbers, due to strategic and tactical mistakes that were not expected, and led to a retreat to Formosa and the Taiwan situation we still live with. The Chinese civil war, and its staggering six million deaths, showed that guerilla warfare carried out by much smaller Maoist forces could prevail against a Western-backed government much more powerful on paper. Then the Korean war broke out, when North Korea invaded south of the 38th parallel Blitzkrieg style with 135,000 forces following Kim Il-sung’s decision being blessed by then Soviet Stalin (Kim Ill-sung was the father of Kim Jong Il, himself the father of Kim Jong Un, the current leader – North Korea being a family business). The Korean War, as it became known, was the first invasion of a country and, with the Chinese Civil War, the largest commitment of forces since WW2. It was also the start of surprise attacks—that we saw for decades to come with the 1967 War, the 1973 Yom Kippur War, the 1982 Falklands War, the 1991 Iraqi invasion of Kuwait, 9-11—where the attacker usually gets a much stronger response than its initial offensive however dreadful (a feature we still see to this day). It was also a war that unified most the West led by the US, (Truman having already lost China) via the UN, and so many of its members against one single enemy, which would keep its aggressive style in the Korean peninsula literally for generations. One of the amazing features of that war was the egotism of MacArthur who commanded the Western/United Nations (88% American) forces and the little-known fact that he was leading from Japan.  The Korean War that started very well, ended up in a Western retreat that was only saved by General Ridgway who replaced MacArthur after his criticism of President’s Truman limited war and his many ineptitudes as a military commander. Petraeus and Roberts give us a forgotten account of one of the leading intelligence disasters post-WW2 when the Chinese were able to move massive forces into Korea undetected, and Russian fighter pilots assisted North Korea while passing for North Koreans. This war cemented the existence of the famed 38th parallel separating the two countries and led to what we still see today, with the aggressive moves and statements of Kim Jong Un.           

The book is too rich and dense to keep within the scope of a regular Book Note, so I will keep the great contents to be discovered and thoroughly appreciated. In “Wars of decolonization” (1947-1975) the authors deal with the old British and French powers in Asia and Africa and the demise of their old empires.  In “From the Sinai to Port Stanley” (1967-1982) the authors discuss the Six Day War up to the famed Falklands War, which saw Margaret Thatcher showing what Britain could do in 1982 to preserve its global power and historical reputation.

In “The Cold War Denouement” the authors deal with the most key event post-WW2, which is the end of the biggest rivalry of the 20th century leading to the end of the Soviet Union. In “The New World Disorder” (1991-1999) the authors cover a period where the rules are rewritten gradually and led by the US and by extension the West. In “The War of Afghanistan” (2001-2021) the authors do not deal with the Soviet war we all remember, but the one that started post-9-11 when US forces dislodged Al Qaeda and ended the Taliban rule for twenty years, only to let it back in two years ago—this with a reputational blow to US leadership and a disgrace for women and young girls. In “The Iraq War” the authors deal with another 9-11-related war. One that was also a continuation of the war that President George H.W. Bush did not want to end by seizing Baghdad in 1990, but his son orchestrated on the false premise Iraq possessed weapons of mass destruction (leading to Colin Powell losing some of his well-deserved aura as he famously made the wrong case). This war, opposed by Western countries like France, led to what became known as the Arab Spring with unimageable consequences for the Middle East. In “Vladimir Putin’s Existential War against Ukraine (2022-)” the authors focus on the return of history in Europe and a Russia going back to imperial delusion. Finally, the authors deal with the “The Wars of the Future”—conflicts that will involve expected tech features, where AI would not be absent. After the book was already published, history repeated itself putting Israel back at the forefront of Middle Eastern warfare with its global implications.

“Conflict” is a great book both in terms of history as well as tactical and strategic warfare, the latter being the focus for Petraeus and Roberts. It is not easy reading and is very detailed, one of the useful features being to remind us of many episodes of history that we might have forgotten, even if war is unexpectedly and sadly back on our menu these days. If anything, it reminds us, especially in Europe, that, while war is not desirable, it is not just a matter for history books. As the Roman author Publius Flavius Venetius Renatus used to say: “Si vis pacem para bellum” (if you want peace prepare for war), a quote that NATO, a reflection of the essential and hopefully enduring transatlantic alliance, would support, all the more in our Europe today.   

Warmest regards,

Serge             

The key challenges of Western liberal democracy in 2024 and ways to fix them

24-1-24

Dear Partners in Thought,

As we go into 2024 we see many articles, in leading publications and from think tanks, stressing the key challenges the world will be facing due to many issues like an increasingly politically unstable America, an ongoing Ukraine war, or a worsening Middle East. As we go into an election year in America and many liberal and not so liberal democracies globally (70, or half of the world population), it is useful to look at the drivers of liberal democratic decline in the West. While addressing this matter, it is worth noting that elections are also held in countries like Russia, but they are more formal than real, with the outcome already known and thus not a sign of democracy.

The main issues that have hurt our democratic West are a hodgepodge of features, at times inter-linked, that, put together, foster a weakened socio-political system that keeps gradually declining, while simpler autocracies and dictatorships keep thriving the world over. Some of these features are the drastic change of younger generations’ political views, the impact of “hate” social media, the decline in formal education, the excesses of capitalism, the mismanaged migration used as a populist selling point, and the lack of defense readiness on the part of most countries – all while rational discourse increasingly falls on deaf ears.       

The hodgepodge of Western democratic decline features

The young, who used to demonstrate in major cities the Western world-over in 1968, while wanting governments to adopt very radical economic and social policies, are no longer there, many having grown up conservative or far more moderate in a natural life development. However, today younger generations are often keener to adopt extreme-right policies to deal with key issues such as immigration. The extreme-right National Rally led by Marine Le Pen, now the second political party in France, and a serious contender to lead the country in 2027, enjoys the support of a large part of the younger French today.

Social media have contributed to the younger generations adopting extreme policies, as knowledge is no longer perceived to be based on classical education and schools, but laptop screens and indeed social media. While each country is different, the young generation, as they reach voting age, naturally listen more easily to populist leaders who reflect the extreme views on many a social media channel. The older generations – especially the 60+ age group – will generally tend to be the ones to uphold traditional liberal democratic values, also as they have a more vivid knowledge of the 20th century with its two World Wars and nuclear bomb-flavored Cold War.   

The lack of formal education is also becoming a feature (if not a factor) of younger voters backing extreme-right candidates or populist leaders. The US is a case in point, with the vast majority of voters with no college degrees – young or not – backing Trump who, in typical fashion, claims to love “the uneducated ones”. Interestingly the college-educated Americans nicknamed by economist Thomas Piketty “the Brahmin Left” tend to shift to liberal positions also as a reaction to Trump populism, also often reflecting their residing in large urban centers, which tend to be less conservative or indeed reactionary than rural areas.   

Capitalism is not helping today. Free markets, that underpinned Western and world growth, are out of control. There is a feeling of Wild West at play, that is also worsening feelings of social inequalities. Growing up the ladder through work, and indeed capitalism, is no longer clear to many. Leading capitalist figures such as Musk, Bezos or Zuckerberg, who are the new and even more powerful Rockefeller or Vanderbilt, while highly successful, are hardly role models (even if Bill Gates and others are around). In addition, the wealth of the top five billionaires has more than doubled since 2020, creating a further social disconnect. Recent news such as the annual salary and dividends of GBP300 m of Denise Coates, the CEO of Bet363, the UK gambling group is simply out of the world we knew. While US CEOs earned 21 times the average salary in 1965, today’s number is 344 times. The news that Taylor Swift, a clearly business-gifted singer, became a billionaire in 2023 are senseless at too many levels, all the more given the inequalities the world (including the West) knows, even if such situations are created as people, at times struggling, attend her concerts and buy her songs. Capitalism has become a system of excesses that are allowed by the legal system that is used and protected by its beneficiaries and their vast wealth, under the pretense that all benefit.

Migration is a key issue in the US today, like it was in Europe since 2015-16, and the aftermath of the Arab Spring, that also created local civil wars, prompting many to go for a better life elsewhere. Migration is used by hard right parties as a tool to grab votes in the name of national identity, while the problem today is also more acute than ever, as seen by the US-Mexican borders or on Italian shores. The problem has been compounded by a combination of moderate European governments losing much voter support through not wanting to adopt policies that would have been seen as akin to racial discrimination, while also needing cheap labor for their economy – as was the case for Merkel’s German economy nearly ten years ago, thus setting precedents that kept encouraging unwanted migration.

Apart from the US, the West and especially Europe may not be prepared today for an unwanted major war scenario. Old military powers, like France and Britain, are still very good at special operations, as often seen in the Middle East and Africa. But the talented professional soldiers on their own might not be able to counter a large-scale military aggression from a country like Russia and its allies in Europe. After 30 years of peaceful globalization, we live in times taking us back to the 20th century and its major conflicts. As a Dutch senior commander of NATO rightfully sadly stated, the populations of Europe would simply not be ready or able to fight today, even to defend their freedom and democratic system. This fact also reflects a lack of community feeling at the national level of many countries, whose populations are no longer concerned on matters of war and peace or freedom preservation, as if those themes were from another age.     

Rational discourse no longer resonates well with many voters also, when they face daily situations like those living in the Southern American borders with Mexico. Principles are hard to matter in those cases also, as time goes by and nothing happens to fix what is not livable with 35% of Republican voters (likely hard core and Trump supporters) still believe in a rising trend that the “January 6” insurrection that stormed the US Capitol was a product of the FBI, which defies any logic. Ninety-one indictments against Trump do not seem to matter to his supporters, who feel invigorated by these actual facts, as if they were proof of a conspiracy by a deep state against their good leader.  Re-elections of moderate governments look increasingly challenging, with polls showing only a one-third success rate across Western countries today (although polls do change as elections get closer and are under-way).     

It is also clear that once rising to power, or having won key elections, many populist leaders, especially in Western countries, put “water in their wine” as the French would say. The recent examples of Georgia Meloni, as Italian prime minister, is very telling, but so are the examples of Geert Wilders in Netherlands or so far Javier Milei in Argentina. The reality of power, all the more in major Western countries, dictates populist winners to throw away many of their principles, a fact that should be stressed to the younger generations and all voters. All the more so as these populist winners are made to win elections these days, but not to exercise power in the best of ways, also given their overall backgrounds.    

Some thoughts to revive the Western liberal democratic course

While possibly naĂŻve, there are solutions which, put together, could change the self-harming decline of Western democracy, and indeed civilization. These simple, but at times tough measures, all inter-linked and part of a Western society revival program, could involve an old-fashioned return to more driven parental guidance, civic education in schools, more sensible regulation of social media, increased taxes of top corporate and individual earners, as well as new tech developments like AI, and more realistic policies on the part of Western governments on issues like migration, as well as the institution, or return, of a national military service given our challenging times and societal needs.

Some could argue that this proposed wide-ranging approach would amount to a form of “dirigisme” that would go against liberalism and its spirit of “laissez faire” (do what you want), but countries need to go back to better social frameworks through which liberalism and democracy can endure. Liberalism should not be a tool for chaos, and our times require some decisive action, both from democratic governments and societies at large in partnerships – so we can survive and keep thriving.    

Both parents (admittedly in traditional families) and schools should work together to ensure that children in their teenage years are able to deal with domestic and world issues in a rational and sensible way. Parents should be more assertive in taking care of their children, and not allow them to stay for hours locked in their rooms watching and listening to social media, whose contents are often damaging to society, or playing video games for hours at a time (on a light note, this approach will come short of dealing with “watching one’s phone while walking down the street” so as to avoid any collision but it is a sound start). Schools, starting in early grades, should develop civic duty courses focused on societal and political matters, stressing the different viewpoints attached to them. The parental-school partnership goal would be to decrease the “hate” social media mind invasion, while giving children a fairer understanding of the issues of our time, and why democracy needs to be preserved.  It is worth noting that some Western governments are already taking some steps, as seen with President Macron’s proposed policies—part of his “civic rearmament” in January to regulate children’s screen time, and also introduce compulsory school uniforms, the latter to develop some better sense of community beyond social differences. 

Regulations should be more severe as to the hate contents from social media, while being fair as to freedom of speech, the latter a challenging balance to reach and an issue especially sensitive in the US today. The point is not to favor any political agenda, but to bring some normalcy leading to more reasonable thinking, and thus approaches to key societal matters, all the more by young generations who will also grow up and lead societies in the future. Similarly, and putting aside all their clear benefits, tech and AI companies should be regulated in a suitable manner to ensure they do not end up “managing” societies directly or indirectly. The EU has already taken steps, now followed by the US, to control notably Big Tech more adequately, also given their strong financial power and massive societal clout.    

Taxation should be reviewed, ideally in a coordinated manner throughout the West, to ensure that sanity comes back and net earnings are no longer out of this world, this for corporations and individuals, and not to let a societal disconnect, however legally framed, to endure. There is a need for governments to keep supporting fair free markets while restoring societal sanity via taxation and fund the lives of those in real need, so as to preserve the social contract. Similarly, AI companies should be taxed in a way that would help fund jobs to be likely lost by so many individuals due to this key tech development that is still unclear and quite worrisome as to its real benefits for society and its well-being (it is amusing to know that both Bernie Sanders and Bill Gates suggested a tax for “job-taking robots” in the past). While the West would engage in a societally-driven tax reassessment it would take appropriate measures to ensure that countries that do not follow suit, or top earning corporates or individuals that move to low if not zero tax jurisdictions, do not benefit from any resulting economic advantage and are publicly identified – putting the start of an end to new non-exotic tax paradises as they would think of rising.   

Government policies led by liberal democratic governments should be able to address sensitive issues liberal democrats traditionally averted from managing, out of social unease, like immigration. It should not be an expression of Nazism to want one’s country to keep its national identity and manage a sensible immigration program. Nor should it be forbidden to enforce the control of one’s own borders. New approaches to these issues would deprive extremist populist parties from winning elections across the West, while forgetting about them once in power and facing its reality. Democracies need to address unwanted migration as it should be, and frontally – with care for all parties involved, notably their own citizens. It would be best to set and enforce workable policies to deal frontally with unwanted immigration, while realizing that some immigration is needed in many key economic and social sectors in the West, and avoiding drastic and last resort questionable programs of shipping back individuals to Rwanda or Albania.    

Finally, there is a dual need to restore a sense of community at the national level of most Western countries, while getting their populations better ready to defend their freedom, and indeed liberal democracy, against any aggression from autocratic powers using wars as an easier way to cement their power at home. The best way to achieve this dual objective, that is key given our newly challenging times, is to institute or re-institute a form of national military service to educate young populations in the basic art of warfare, and also to cement national communities across social classes. Until the mid-1990s, France had a one-year military service for all physically able young men to train them on military matters and give them a sense of national belonging. The end of the Cold War put an end to that process which could be restarted with EU nations also managing exchange programs, as a way to cement the EU project. And young women could also take part in this key process. From a geostrategic standpoint, European nations alone should reconsider national military services, all the more so in the context of a potential return of Donald Trump in the White House and an always-possible withdrawal from NATO (some even seeing this drastic scenario as a disguised blessing, needed to build a stronger and more independent EU or Europe).      

Those suggestions, the list of which could easily be increased, would be clearly challenging, if not impossible for some, to put in place. There is no simple solution, but a concerted and inter-linked approach, which while not being perfect, may be the only way to focus the minds and gradually reverse a trend that risks destroying a still-young historical concept we call modern liberal democracy. Holding elections is not enough today, and may lead to autocracy going forward. Doing nothing and hoping for the best only benefits ill-equipped populist-extremists without any meaningful societal gains in sight. 

Warmest regards

Serge

Why climate change and decarbonization matter

8-1-24

Dear Partners in Thought,

As we went through the challenging COP28, the latest annual episode of the global grand mass of climate change fighting, hosted by leading oil producer Dubai (creating much early controversy), I thought it would be useful to recap key features of what we know as climate change or global warming and ways to fight it. This Interlude will be thus focused on basic facts and thoughts about where we are on this key matter for human civilization and how to fight it best. While geopolitical unrest and wars we know matter, there are issues that also need our focus, this for future generations and indeed human civilization.

While I am keen on the world doing its best to alleviate the causes of global warming, it is admittedly a new field for me. I was born the year of JFK’s presidential win, a time when we were rightly focused on economic growth, while gradually adjusting to a post-WW2 Cold War that would last for another 30 years. It would also lead to a growing globalization that many of us start regretting today, given its key peaceful features. Very few of us thought about the impact of carbon dioxide in our lives, being very happy to drive great cars and enjoy flying the world over.

Here are a few key points focused on global warming and some of its contributors. I hope that all my scientific friends and experts will forgive me for excessively summarizing matters.       

  1. Climate change is unequivocal since 2007 with thousands of research studies clearly making the case, together with its human involvement, since the Industrial Revolution. Climate change worsened in a much warmer way as economic growth was the clear focus, also fueled by consumer demand that industries naturally responded to at a time when climate did not matter. 
  • While the climate was warmer millions of years ago (by ten degrees), global warming accelerated much faster over the last 10,000 years due to human impact and, again, the need for economic development since the mid-19th century. That development itself had a faster path in the 20th and fast-globalized (until now) 21st centuries.   
  • The concentration of greenhouse gases, like carbon dioxide (CO2) in the atmosphere has risen by 42% since 1850. Today and as Saudi Arabia and Russia know only too well 40bn tons of CO2 are released every year by the fossil fuel industry globally.
  • While CO2 in small doses is helpful to avoid the planet freezing, its human-produced quantities have massively contributed to global warming (even more than other natural culprits, like volcanoes). As the Earth needs to adjust its temperature by evacuating excess CO2, decarbonization has become a key strategic matter for industries well beyond profit-making.
  • CO2 also clearly stimulates the growth of plants, through what is known as “greening” which is a positive development even though it consumes more water. This has resulted in a more intensive agriculture in China and India, though without compensating for the tropical deforestation we saw in Brazil in recent years and its associated biodiversity loss. Forests also play a key role in reducing carbon dioxide as they are living direct air capture machines.  
  • Humankind is often slow moving to do the right thing, all the more when economic interests are at stake (and some countries are understandably highly dependent on oil and gas production). At COP28 the heads of the IMF, European Commission and WTO stressed the challenging “trade off of short-term financial health versus the long-term health of the planet”. As such the best way to reduce CO2 and greenhouse gas emissions would be to engage globally in “carbon pricing”, making polluters pay for what they emit under the form of tax (some revenues – the IMF estimates 20% – that would be reallocated to poor households who may suffer from the needed transition) and emissions trading schemes. Such a way forward would create an incentive to shift to cleaner energy sources, while being cost-efficiently revenue-generating for countries for public investment or other tax cutting and would fairly target those producers and consumers that are the most responsible for carbon emissions. Fifty countries have already followed that approach, but more are needed, as well as international cooperation through framework agreements, to lower trade distortions and ensure reduced competitiveness. This approach naturally has many facets at the global level beyond the scope of this short Interlude.
  • While the purpose of this Interlude is to address the reality of climate change, and what is behind global warming, while seeing what humankind could do to reduce it by focusing on CO2, the affected areas and thus battlefields are plentiful.  Climate change massively impacts glaciers, sea levels, hurricanes, the acidification of oceans, droughts, heat waves, floods, mega-fires, biodiversity and even polar bears and many other species beyond man. Global warming is a lethal game-changer that impacts the future of human civilization like no other threats before.   

Climate change deniers find it very challenging to make their case today, even if social media and the like provide them with tools to argue their point on a non-scientific, not to say crazy basis. In our strange times, many people do not need evidence, less so scientific evidence, to support themes that make little sense. This denier group, however, finds it hard to resonate among the “thinking” crowd today – even if they reach many gullible and passionate followers looking for outlets for their existential and societal anger.     

Hard right parties in Europe have seized on the perceived financial impact on living standards of fighting climate change (exacerbated by post-Covid austerity-driven public spending cuts and the energy constraints felt with the Ukraine war) to add this matter to their usual migration and national identity programs. On a side note, the latter two matters, largely and mistakenly neglected by liberal democrats as being too sensitive, opened a vote-grabbing avenue to extremists even if they all tend to practically moderate their positions once having won elections as seen with Georgia Meloni in Italy or recently Geert Wilders in the Netherlands. On the same basis, Donald Trump, now the US climate change denier supremo, clearly stated his “drill, drill, drill” support of fossil fuels (many producers being his backers) if winning the US presidency in 2024, again adding this new hard right theme to his old US-China Cold War focus, a hard to go away Putin-friendly lack of interest in Ukraine and NATO, increased protectionism and unprecedented isolationism at many levels, and his case (which, in all fairness, could be understood better if one lived there) for “more walls” at the Mexican border today.

The good news since the game-changing COP20 in Paris in 2015 is that a vast majority of countries across the various global geopolitical divides now supports global warming resolutions to decrease its increasing trend. One of the last economic sectors COP28 members focused on was food production, which was not an obvious candidate versus oil and gas producers, but shows the global warming footprint to be gradually dealt with as the key issue it is. In spite of such positive COP28 developments and the hard-negotiated final wording stressing a commitment to transition away from fossil fuels, it is clear that vested interests, often national in nature, make it hard to get tangible results as seen with the resolution to decrease coal consumption two years ago which led to no change as of today.  

While fighting for liberal democratic values, all the more as Europe and the Middle East go back to more uncertain times and a number of key elections are on the horizon, it is also our moral duty combined with vested interests to fight climate change and ensure our world keeps growing as it should even if financial and restructuring costs may be high on the way.   

Warmest regards,

Serge

When America is playing with fire

19-12-23

Dear Partners in Thought,

We live in challenging times, with major wars in Ukraine or in Gaza playing out, bringing us back to the worst periods of the 20th century, with globalization and its peaceful features also receding as seen with the increasingly conflictual relations with China. This new era – not so new if we remember the famous line that “History repeats itself” – comes at a time where the West is struggling in terms of leadership due to an America that seems to have lost its values and keeps hurting itself and the Free World it stood for and led for decades. Many columnists, including Americans, recently wondered whether the US was “irreparably off track” with all the implied global consequences.  

America is not well, as most Americans would also agree. A recent Gallup poll showed only 20% felt the country was well versus more than 50% 20 years ago, this in spite of US per capita income higher than in Western Europe or Japan, nine of the top 10 most-valuable companies in the world being American (versus four at the end of the Cold War) and a still-unrivalled defense machine. This pervasive feeling, also shared across the Western world, may be partly explained by America’s unsettling approach to its evolving role in the world. The proximity to an overly-intense presidential election is naturally not helping the situation, also given the nature and profile of the two likely contenders.

The America of Reagan that stood firmly as a leader of the West during the Cold War is no longer there, mainly due to domestic political issues that make it forget what it was and should be. No President is ever perfect, but Trump due to his personality, perhaps more than his policies, started changing the game with deep adverse effects on the country and as a result the West (this even if a Republican Congressman strangely stressed recently that one should separate personality and policies when dealing with Trump). One of the key reasons for American and Western pessimism is to be found in its domestic politics and their dynamics today, compounded with a clear worry globally that Trump could come back. 

The Republican party of Reagan has been taken over by Trump-influenced and practical hard right extremists, who do not even realize what they stand for and their deep historical disconnect with their own roots, but only wish to grab votes, often very locally. It is not even clear what Trump really believes in, as long as he can increase his polling and is strengthening his fame, this in spite of all the legal issues he is facing regarding January 6, 2021 and his own business enterprises. It is remarkable that many primary voters, even if usually more hard line than regular ones, support someone like Trump given his abysmal personal features that many of them should see as un-American. It is clear that resentment against a perceived out-of-touch “elite”, their own social standing and serious and mismanaged issues like immigration do play a role in crafting their simple views, like in Europe today. In addition, the quality of the politicians seems to have gone down over the years, as many bright individuals prefer to take the business road, as many studies show across the Western world.  As for the Democrats, it is a hollow combination of left-wing individuals many who adhere first to inclusion, diversity if not, (to use the word initially invented by right-wing extremists) “Woke” before anything else while there seems to be a very short list of individuals who could be leaders in this party, where Joe Biden is apparently in sole charge, and only the liberal California Governor Gavin Newsom could be seen as a major though differentiated figure. Democrats are simply nonexistent, while the media focus is on outlandish House Republicans like Matt Gaetz, Marjorie Taylor-Greene if not, even if no longer, George Santos or an outlandish primary candidate like Vivek Ramaswamy. Hope is fortunately not lost for the GOP, when seeing the likes of Nikki Haley, even if playing a tactically smart game with Trump believers and of course Liz Cheney, two individuals, who still offer some degree of political system redemption for their party. And there are others like Governor Chris Sununu or Senator Mitt Romney who still stand for the right values behind democracy as we knew them. These individuals may feel very lonely in their party at a time of a ludicrous “retribution” impeachment enquiry process against Joe Biden launched by the likes of Representative JD Vance, the Hillbilly Blues author and once, before being a US Senator, a fierce and then fashionable critic in 2016 of Donald Trump, whom he called an idiot.       

The lack of quality of the US political personnel, which one could argue could be seen also in in key European countries is helping the demise of America and its Western leadership. Positions taken notably by House Republicans regarding financial aid to Ukraine risk hurting America’s international standing and its position as leader of the Free World. Not backing Ukraine on the basis that national security should also be managed at home regarding immigration at the Mexican border would risk destroying the democratic West by losing its leader. If Ukraine were to lose the war through lack of US support, Russia might expand its costly imperial fantasies by invading the NATO and EU Baltic state members and even Poland, whatever the risk of a major global conflict. It is noticeable and somewhat redeeming that older GOP Senators and House Representatives, perhaps with a direct memory of the past, are more aware than younger ones, who are more in a perpetual partisan if not extreme mode, about the need to uphold the foreign policy leadership values that made America. One natural step, were Trump to be elected against all rational hopes, would be for him (also given his old liking of Putin) to make the US withdraw from NATO on the grounds of America First and a return to a 1930s isolationism that many of his short-sighted supporters would think would be good for their country (he would now need a Congress majority to do this but anything is possible). Isolationism, that would be a natural step for Trump and has already been felt through some of the tactically protectionist Biden tax policies, would in any case hurt American interests and businesses globally, and as a result the American people, even if many do not see the direct links to their own well-being today.

Getting America back on track and avoiding a global power vacuum will take hard work and require high quality individuals to save the day (or indeed century) in politics, lest a collection of autocracies win the world over. The world has changed with the nemesis of the democratic West not being one single country like the Soviet Union, but a collection of strong and not-so-strong powers with their own different tactical geopolitical interests and a common strategic opposition to America and the West, even if some trading with them in the meantime. America, through its next generation of political leaders, should refocus on its essential global leadership role and the clear benefits attached to it, this for itself, the West and indeed a more peaceful and yet again globalized world focused on trade and prosperity. 

While America needs to go back to its roots, it is also key for European countries to adopt realistic policies to preserve democracy at home while making sure voters do not support extreme right parties on the basis of simple solutions for complex issues. European democracies should also take a firm lead and defend their founding principles abroad, while building a stronger Europe, as seen with Britain and EU member states working closely together in supporting Ukraine as if they were again happily part of the same club of old. In this respect the key decision from the EU to start accession talks with Ukraine is a major step even if their voting process should be reviewed so as to avoid the impossibility of providing a key financial package to Kyiv approved by 26 member-states as one member, Hungary, vetoes it on tactical and strategic grounds as if it were de facto an ally of Moscow. 

I never thought I would ever need to write a piece like this one. On a very personal note I love America and the “Dream” it offered. My America. I am who I am as America and what it stood for reshaped me in my twenties in the 1980s as I was searching for a future. I still want to hope we can get back to those times, all the more given the needs and risks of our very challenging times. 

I wish all of us a Merry Christmas and the Happiest New Year, hoping that our world finally gets back on the right track and Reason prevails.     

Warmest regards,

Serge  

Note: I wanted to state an addendum to my mid-November Interlude that clearly supported the right of Israel to retaliate following October 7 and eradicate Hamas and its terrorist capabilities, this to defend itself. One month following my Interlude we have reached a stage where the eradication of Hamas is proving arduous, even if its capabilities are likely severed, while the death toll of civilian Gazans and the destruction of the city are horrendous even if not the IDF objective (the mistaken killing of three hostages by the IDF is sadly telling in terms of the intensity of the fights). It is now time for the Israeli leadership to realize that they may be fulfilling Hamas’s grand design of creating a global opprobrium against Israel and stop or reduce meaningfully its military operations, including its indiscriminate aerial bombings. Time should now be focused on how to structure (indeed reconstruct) and manage a future Gaza and re-focus seriously on a peaceful future for the Palestinians and Israel. While there might be some political reasons on the part of the current Israeli leadership to keep its military operations going, the standing of the country in the world and among its allies, even like the steadfast US, will decrease while antisemitism may rise as already seen on US campuses today. This natural addendum would not change the clear right and obligation for Israel, like any other country suffering the same horrific blow, to have responded as it did initially to the atrocities of October 7.          

Why supporting Israel is natural however challenging it may seem to be for some

17-11-23

Dear Partners in Thought,

While we see the tragic developments in Gaza today, some of us may feel lost as to which side to support – unless we are strong campus-like activists or of course Jews or Muslims (if not Palestinians) and “who we are” simply dictates our support.

We should, however, take a look at the facts and not the features. It is not religion, race, or history that should matter when we look at the events we saw on October 7. We were faced with unquestionable acts of horror, targeted often at babies and older people who were clearly not active representatives of their government, as if it would ever make the case easier. October 7 was a 9-11 that would have meant a terrorist attack of 45,000 dead in the US (or 10,000 dead in France or the UK). Nobody needed the horror and the way it was delivered – all the more in 2023. It is then very natural that Israel, a democracy, however challenged, in an autocratic and theocratic ocean, wants to stop once and for all Hamas, a devilish organisation if there was ever one, acting supposedly in the interest of the Palestinians in Gaza but actually against them—and indeed for Iran. While the heavy retaliation was predictable, and likely wanted by Hamas to worsen, if ever possible, the abyss they created while unsettling the full region, there is zero doubt that it was justified.

Justification is strong regardless of any short-term political agendas at the top to shift any blame for a massive intelligence failure and likely political mismanagement – that will be addressed when the war is over. Simply put yourself in the shoes of the young mother seeing her baby without a head or yourself seeing your father gone for good after you said hello that nice morning. Terrorism of that scale and abjectly-planned nature was unheard of in living modern history. There is only one way to deal with it, as Israel did even if it is challenging. War is never clean, but such a crime and those perpetrators should be dealt with. Once and for all, “whatever it takes” – but also with a careful and understandably challenging approach to limiting civilian casualties, so as not to be seen as another Hamas with bigger means, and to preserve an image of decency.

There is no question that the Palestinian people of Gaza are hostages, under another name, of Hamas and thus Iran. We can certainly feel very bad about what has happened to them but this should not make us forget they let Hamas take over Gaza and their own lives (whatever tactical preferences at the time from Jerusalem). The fact that they were powerless in shaping their own future is reflecting other issues linked to regional historical traditions, but is no excuse. They sadly pay today the price for something they could have changed if a Palestinian leadership had been more productive. In the end, while they are indeed human shields (as The Washington Post aptly cartooned before feeling strangely guilty) they sadly should not be a reason for Israel to stop destroying Hamas strongholds even if hidden within hospitals, a feature that speaks for itself even if to be perennially denied. It is clear that careful targeting and execution are needed but not to the point of avoiding measures that would let masters of horrors avoid just retribution. The eradication of Hamas, which is needed to avoid a repeat of October 7, should benefit Gazans and be the basis to create the foundations of a workable Israeli-Palestinian partnership going forward.

This new war is not about Jews against Arabs, islamophobia or antisemitism—as we often hear shouted in Western streets or American campuses as a natural development of our times. This new war is not about religion or race. It is about making sure it will never happen again. There might actually be some further steps to take to ensure peace in the Middle East that would involve going back to old fashioned direct intervention, which might also be in the best Western interests. Hamas and indeed Iran did not understand the game they started, which should potentially lead to regime change and another Middle East. There is no doubt that many in Iran would actually want this, all the more those wearing the hijab. 

In the meantime, let’s keep hoping that as many hostages make their way back to their families however daunting it may look while Israel makes sure, with our support, that there will never be another October 7. Let’s clearly ensure that this war sets the stage for a true and fair refocus on creating a genuinely viable and pawn-free future for the Gazans, this eventually leading the way to a mutually productive two-state solution. But for now, let’s be together to defend the values and ways of life that matter. Let’s remember October 7. Today and while Gazan civilian casualties should be kept to a minimum, we are all Israelis.

Warmest regards

Serge     

Twelve points on the Israel/Hamas/Gaza/ME mega-crisis 

2-11-23

Dear Partners in Thought,

While I was cautious in writing too early on the grave matter, I wanted to share with you twelve points about the Israel-Gaza-Hamas situation that we see evolving in the Middle East, bearing in mind it impacts on the whole world. 

1. Netanyahu needed some very tough retaliation (however justified given the October 7 horrors) to try shifting the blame away. A win, however challenging to get, is his only way to try surviving by year-end. 

2. The fate of the Israeli hostages remains as fragile as before in spite of the occasional liberations and worsens as thousands of civilian Gaza residents die.  

3. Iran, even if not “directly” responsible did everything for October 7 to happen, but in any case, may enjoy the Gaza retaliation to shift the hijab revolution away too, wanting again to be seen as a true Middle Eastern power again, however fragile the regime may be (and indeed is).

4. After 44 years, a regime change may happen in Iran if the latter goes too far, especially with Hezbollah. Tehran seems to know this but is still ambivalent about its next steps.  

5. As seen with demonstrations, diplomatic break-ups and even the unacceptable odd terrorist act, it is clear that Israel is hurting itself globally by making the Gaza population unduly pay for October 7 even if to rightly eradicate Hamas. The only way Gaza will ever be rebuilt is if it comes under UN supervision and Hamas is gone. 

6. “Over time” the Israeli-Saudi rapprochement may go on as MBS has changed the Saudi MO, wanting to make it a more normal but powerful world player (golf, football, away from oil) thus needing a stable Middle East. 

7. The US has played its cards very well – surprisingly. The display of diplomacy and defence was first class. The Truman, Eisenhower but also Carter, Reagan and of course Clinton eras are back. Biden will (should?) eventually benefit from this, leading him potentially to rejig his ticket as he goes. 

8. Hamas is indeed going to be erased. One wonders what went through their minds but have they any? They will always stress wanting to put the Big P point back on the map (and will never address the October 7 horrors). It is possible that the PLO will come back to what it once was.  

9. It is also clear Israel should have addressed the P question long ago and found a solution if only to avoid enabling big scale terrorists doing an unexpected October 7. It is also sad that Netanyahu got trapped in such a useless coalition of so many populists only seeking votes (lesson to be learned), while allowing settlers of the extremist kind to go way too far as the world was not looking. 

10. Putin is curiously “rather absent” from the crisis even if he gained from the (it turns out temporary) Western shift away from Ukraine also as US popular support for Kyiv was “wavering”. He is indeed trapped into naturally backing Hamas/Iran and upsetting Israel given the latter’s earlier cautious stance regarding the Ukraine war and any military equipment support for Kyiv. 

11. As shown at the UN, the world finds it hard to deal with a conundrum created by unacceptable horrors of October 7 and the onslaught on so many civilians in Gaza—the latter caused by the Israeli Defence Forces but resulting from a tragic and unforgivable plot from Hamas and de facto their Iranian backers. One can take sides for many justifiable reasons but the whole picture lacks clarity and sanity at any moral level.    

12. While globalisation retreated and protectionism rose again as a result of the American-China feud, the Russian invasion of Ukraine and the new war in the Middle East bring us back to the forgotten era of the 20th century which most of us thought was long gone forever – making us think that WW3 is no longer an academic matter. 

I have limited my points to twelve but the list could be longer, including the impact on our own societies with street demonstrations favouring one specific party, terrorist attacks as seen in Belgium or France, or less lethal but divisive situations on campuses like in America. The situation we see developing today is like another chapter of a book all hoped was finished, but is never-ending—so strong are its ethnic, religious and historical roots for the world.  

Warmest regards,

Serge           

“Assad – The Triumph of Tyranny” (Con Coughlin)

22-9-23

Dear Partners in Thought,

After nineteen months of the Ukraine invasion and many pieces on the tragic subject, I decided to focus briefly on another matter carrying its share of upheaval, by writing about Bashar al-Assad. Here is a man who led an improbable life from potential Western-like leader, if only in appearance, to civil war maker and despot. Con Coughlin, a veteran war correspondent since the Beirut of the early 1980s, wrote “Assad – The Triumph of Tyranny”, an eye-opening book on a man of benign appearance behind one of the greatest and bloodiest tragedies of the 21st century. I have to admit that my knowledge of the Middle East as a child living in Paris in the 1960s and 1970s was limited to “Exodus” with Paul Newman and “Lawrence of Arabia” with Peter O’Toole until the Yom Kippur War suddenly changed that for me into a darker story – all while knowing on the surface, that the region was not a symbol of stability, since the state of Israel had been recreated also to assuage the sins of the Nazi German era. The book about Bashar al-Assad is full of many stories and provides a flood of angles reflecting the complexities of the Middle East. It also sheds some light on a man that we all saw but few knew well. As such, this Book Note will be longer than usual, so as to capture all the key events of the Bashar al-Assad saga.

We all remember Bashar as a nice and mild-mannered individual carrying hopes of modernity. Often with his charming wife Asma (once known by Vogue as “the rose of the desert”), they created a stylish and sympathetic couple in the early 2000s, after he took the leadership of Syria. The impactful couple, boosted by a very photogenic Asma, could have been a strategic tool for Syrian image re-engineering. Asma was a London-born Syrian, part of the refined Sunni elite (quite remote from the Assads’ rough Alawite crowds) and a JP Morgan investment banker. (On a funny side note, Asma, a very bright young lady, forewent Harvard Business School to elope with Bashar, after they had met when he was training as a compulsorily low-profile ophthalmologist in London, studying hard and quietly listening to Phil Collins and Whiney Houston in his flat). French President Jacques Chirac found him to be a nice leadership style-change for the region, and the former French League of Nations protectorate. Queen Elizabeth and the Syrian couple posed together for nice pictures stressing the normalcy of the new Syria, after the often-hard regime of Hafez al-Assad, Bashar’s father. The future would destroy all of this genuine feel-good factor following tragic events in Lebanon post-Iraq invasion, the Arab Spring and the dreadful civil war that ensued—even if Arab states now seem to wish to reintegrate Bashar into the community of regional nations in mid-2023, and as the Middle East is also changing with Saudi Arabia working on a new regional and global role at many levels including sports. Coughlin’s book is a fascinating and often too-horrific story that deserves much reflection.   

Bashar was not destined to be a leader of Syria. He was not the eldest son or even eldest child of Hafez, and had no interest in politics. He indeed studied in London and became an ophthalmologist, something few realise today. The al-Assad family (Assad meaning “lion” and actually not the original family name in the Alawite region) was not destined to lead either, and came from a humble background. But times changed and a new version of Arab “socialism” helped the family seize power gradually from 1963 and fully in 1971. Then as often is the case with strong regimes or monarchies, Hafez’s brother thought he should lead the country instead of Hafez, but was finally exiled (although not shot, due to the intermediation of their mother). When Hafez became gradually ill and thought of succession in the 1990s, his first son, Bassel, who had the characteristics of a strong if not tough leader in the making, died at 31 in a car crash. Hafez’s daughter, Bushra, thought she could lead the country at 41 and was indeed equipped with many of the requisite features. But it was many years before “Me Too”, all the more in an Arab Muslim country, so she was discarded by her father and his senior team. Bashar then became the one left in the shop, with many arguing whether a medical doctor, probably too westernised and with a such a benign appearance, could become the successor of strongman Hafez. But then Bashar was the only Assad with the right seniority left, and when his father died in 2000, the debate was quickly and forcefully closed by him and he became the leader of Syria.    

Syria, since the advent of Hafez, was a country not led by religion and a monarchy as often seen in the Middle East, but by the socialist Baathist party—even if ten families around Hafez controlled the wealth of the country. A phenomenon often seen and lived with in what the West used to call “developing nations” the world over (see the 56-year Bongo dynasty in now coup-ridden Africa). Benign kleptocracy was at work, with all the slogans that the regime naturally worked for the people. Bashar ensured that the succession plans went well, even hiding the death of his father from his mother and family the day it happened, so he could prepare his next steps. While he was seen as a benign and even game-changing moderate when he “took over”, he had made sure he cleaned up the military and security services of dissenters. And he warned others with the wrong aspirations, like Rifaat, Hafez’s brother and perennial would be leader, that he was the one in charge.                          

The book stresses how Hafez’s Syria was not a friend of the West, and preferred to side with the Soviet Union during the Cold War on many issues, as well as post-Shah Iran. Notably when the latter, through its sponsored Hezbollah, sought to exert some control over Lebanon, a neighbour it also saw as its own. Syria’s opposition to Israel, a strong historical US ally in the region, also made the Moscow-Damascus link natural, even if so many Russians (admittedly not Soviet-supporting), emigrated to Israel. On a funny note and a regional scale prelude to how many nations today do not always side with the US or China, preferring to follow an opportunistic approach (like India liking Russian oil, but also getting closer to the West on grand strategic matters due to China), Syria backed the West in the 1990 Gulf War. It never liked its Baathist neighbour Saddam Hussein, while funding and supporting Iranian-led disruption in Lebanon and the region. In the last years of Hafez, Bashar had been in charge of the “Lebanon brief” for Damascus, and had facilitated Iran’s direct and indirect involvement in Lebanese affairs. This included supporting terrorist organisations and their leaders like then well-known Abu Nidal, not to mention Carlos “the jackal” (who liked the Damascus haven) and Islamic Jihad founder Mughniyeh, the man behind many bombings of US and French military barracks in Lebanon in the early 1980s.  When he took over the leadership of Syria in 2000, it seemed that Bashar tried initially to be a man of change (more economically than politically) and was perhaps conflicted by projecting the image of a modernised leader with a Western suited-look, while gradually following the steps of his father. More than likely helped by the not so enlightened Baathist old guard. Most observers would agree that it took one year for Bashar to adopt the old Assad style of power management, thus killing any hopes for a long Damascus Spring. Bashar clearly condemned 9-11 and provided intelligence to the CIA, to the delight of its Director George Tenet. All the while the Pentagon still saw him and Syria as part of the “Axis of Evil” and state sponsors of terrorism like Iran. Even the Blair administration tried very hard to get Syria to change its tack, going as far as for the “glamorous Bashar-Asma couple” to meet with the Queen in 2002 (apparently no trace of the visit can be found in the Buckingham Palace registry). As the 2000s unfolded, Bashar showed signs of not knowing where he wanted to stand, being very foreign affairs progressive on one-on-ones with Blair in Damascus, while attacking Israel publicly with a startled British leader at his side the same day. Or being very open with John Paul II, and then blasting Israel publicly during the same visit for having killed Jesus.  Bashar initially got closer to the Iranians in order to move away from Russia (who would come back in a decisive way during the Civil War, led by the now disgraced, Prigozhin-friendly General Surovikin) and surprisingly get better weaponry and communication systems from Tehran (on a side note, the fact that Moscow goes to Pyongyang today to get ammunitions it is lacking so much for its ill-fated Ukraine invasion, is also telling).    

The first major step in Bashar’s new direction, even if it was not clear or public at the time (nor that it was ever admitted), was the assassination of former Lebanese PM Rafik Hariri in 2004, when a suicide bomber threw himself and two tons of explosives (more than what was used at Oklahoma City in 1995) into the politician’s car and his convoy of bodyguards. It turned out that investigations (including from the UN) pointed to Bashar’s brother and other family members being the culprits, even if Damascus always denied the facts. The roots of the assassination (and Bashar’s gradual anti-Western stance) were to be found in Hariri wanting truer independence for Lebanon, while Bashar wanted Syria to stay in the country as it had since 1976 in a controlling mode during the civil war, and make sure Lebanon would be part of Greater Syria as it should always have been historically. Bashar’s move may have also been helped by George W. Bush’s decisions to back a truly independent Lebanon and sanction Syria in 2003 while DoD Secretary Donald Rumsfeld was pushing for regime change and keeping Syria as a member of the “Axis of Evil” together with Iran. As a result, Bashar would wish to get closer to Iran and Hamas and take part in making the invasion of Iraq a failure for America, while helping to send Islamic fighters to Iraq to fight Western troops. At the same time even France, not an Iraq war supporter, was now backing the US in wanting Syria out of Lebanon, which stressed a different approach than the one taken by Chirac in 2000 when hopes were high for a new Middle East due to a perceived game-changing Bashar. In 2005, a few months after Hariri’s murder, and as Lebanon had become ungovernable, Syria and its 14,000 troops and intelligence officers left Lebanon after 29 years of “occupation” or “presence”, as Bashar could no longer manage it, and the anti-Syrian political blocks were about to win the elections; pro-Syrian politicians, like the Maronite Christian President Emile Lahoud, were to be gradually removed from office. Even allies and indeed funders like Saudi Arabia, became dismayed by Bashar’s perceived role in Harari’s assassination. Arab diplomats visiting an ally in Damascus also became concerned about Bashar’s erratic behaviour. Even his vice president, Halim Khaddam, a member of the Baathist old guard, decided to resign, while criticising the blunders of the leadership in Lebanon – and flying to Paris to avoid retribution, while becoming a voice for the opposition to Bashar, a dangerous role in itself even from afar. As he was reaching a low ebb, and questions about his political survival were raised, Bashar strengthened his ties with Iran and Hezbollah in a defensive move and further alienated the West, and even Damascus’s allies in the region. Damascus began a clearing house for Jihadi fighters traveling to Iraq, making Syria the clear enemy of the West and a dangerous, if not unstable, player for the region and its leaders. Only the very intense three-week summer 2006 fight between a Syrian ammunition and equipment-supported Hezbollah and an attacking Israel helped Assad to benefit from Hezbollah not losing (even if no side won) and him not to be the main focus of the region, while he gradually recovered from the setback of the Hariri assassination. Boosted by this rise in popularity, that he doubtless played on, he was “re-elected” for a second presidential term with 99% of the votes, in ways that were expected but without any local troubles. The end of the Iraq war would still see Western powers trying to get Bashar to stop his involvement in Iraq (which he eventually did, at least on the previously known scale) and stopping his support of Hezbollah and Hamas (which he did not, perhaps (or not) pressed by the old Baathist guard, his intelligence agencies, and the key strategic link to Iran). Syria was trying to play a leading regional and international role in hosting the Arab League Summit in 2008, while Sarkozy invited Bashar to the 2008 Bastille Day parade, a feat seen with Macron inviting Modi for the same key French celebration in 2023, also driven by clear foreign policy goals. While he still was strongly opposed to Israel also in very practical ways, Bashar wanted to get Syria supporting the never ending Arab-Israeli peace talks as if living in a parallel world of a country.

At the personal level a benign-looking and seemingly happily-married Bashar was also known as a party goer, heavy drinker and womaniser, even having had a regular German mistress according to clear evidence from Western intelligence. His personal life, like his political stances, appeared very conflicted, all the more given the projected image of a glamorous couple with three young children. His family affairs were not too happy either, with his decision to exile his Hariri-friendly brother in law (once shot by one of his brothers in a brawl), head of military intelligence, and putting aside his sister, once a “could have been” leader of Syria, who had remained too vocal in her aspirations. It nevertheless looked like a big public relations campaign was underway when American Vogue focused on Asma in February 2011 with its “Rose of the Desert” issue, and Damascus was trying hard to manage conflictual geostrategic positions while getting more accepted in the Western world.

At the same time, the Obama administration—in a hopeful gambit—was trying to adopt a more pragmatic approach to Bashar and Syria than his predecessor. And then the Arab Spring erupted following a street vendor setting fire to himself in Tunis in December 2011, as he could no longer stand police harassment. Protests and riots started all over the Arab world, across monarchies and secular countries. Leaders of Tunisia, Egypt and Libya would fall, at times paying the ultimate price, while Saudi Arabia and Jordan weathered the storm. Syria’s descent into chaos started with misbehaving children suffering very seriously at the hands of the local police led by Bashar’s cousin Najib in Deraa, which led to mass protests all across the country in a local replica of the Arab Spring. Bashar, who blamed the Muslim Brotherhood, seemed initially hesitant in how to deal with the unrest, likely due to the new image he was trying to project, but went for usual and tested force (while keeping for himself USD 200m that Saudi Arabia had just given to help him mend fences in Deraa through the funding of community projects). His youngest brother, Maher, also known for his heavy drinking and womanizing, was put in charge of the repressions of the protests. The first international victim of the repressions was the Vogue article that disappeared from the magazine’s website. While what was left of the Syrian opposition hoped that protests might have led Bashar to start implementing his old Damascus Spring reforms, he went to the Syrian Parliament to denounce a conspiracy to destabilise the Syrian government, stressing under the standing ovation of state-appointed delegates that Syria would not be Iraq.        

The Syrian civil war, which we all remember unfolding, was deemed by Con Coughlin to be worst war he experienced in forty years of reporting since Beirut in the early eighties. It started with the Arab Spring protests that mutated into a war at home. The difference with other Arab Spring war-like developments, like in Libya, was that chemical weapons were used to defend the regime, likely since December 2012 in Homs, this without clear evidence in spite of suspicions from the international communities and various NGOs. Of historical note, Syria in the 1980s had the third largest chemical weapons stockpile in the world after the US and the Soviet Union. Iran had then contributed in the Bashar years to Syria’s ability to keep using such weapons.  In August 2013 various parts of Ghouta, a suburb of Damascus, were massively attacked by chemical weapons which, while the strike was always officially denied by the regime, reflected Bashar’s determination to defeat the rebel forces and his gambling drive in extreme circumstances. The attack was launched as a UN inspection team was in the Damascus Four Seasons hotel to investigate such matters under challenging terms and conditions, so as to seed the fact that they could only be the result of rebel actions even if Ghouta itself, under siege for six months, was an opposition stronghold. Chemical weapons had been Obama’s red line which if crossed would lead to US military intervention of an Iraq war nature ten years before. However, Obama did not want to experience an Iraq 2.0 in Syria, nor follow the Franco-British approach that overthrew Gaddafi in Libya in 2011, even if he made clear in December 2011 that Bashar should step aside for the sake of the Syrian people. The UN officially designated the conflict in Syria as a civil war in June 2012, while Obama would forget his chemical weapons red line – at a personal political cost, even if many at home did not want another far away war – while sanctioning Bashar and his brother Maher and funding pro-Western rebel groups. Chemical weapons were one terrible feature of the overtly new Bashar Syrian management style – intelligence was another.

By 2011, the Mukahbarat, the leading domestic intelligence agency and all other security organisations comprising up to 70,000 agents became coordinated under the CCMC or Central Crisis Management Cell that had been created in March of that year, days after the initial Deraa uprising. Most security officials were Alawites as they could be trusted to preserve the Assad regime, and controlled one third of the USD 9bn annual defence budget. At this time, there was one intelligence officer for every 240 Syrian nationals. At some point the regime also turned to irregular militias or “shabiha”, usually from poor Alawite extraction and in the drug trade or racket business, to control the unrest through industrial murder, rape and torture. This very powerful security and repression apparatus was completed by the Baathist Party, set up to control the country, while its local leaders were known to enrich themselves, as seen in many developing countries the world over, via endemic corruption (and knowing that 30% of Syrians were living below the poverty line while 11% were below subsistence levels while the leadership was seen at the opening of the new Opera House in Damascus to cater to the needs of the ruling elite). Bashar would not get involved in details of the repression, but was aware of them and giving a clear freedom of action to his security services to act as they saw fit irrespective of the horrors that would ensue, like with barrel bombs and the targeting of hospitals.      

The West was not the only party asking for Syrian reform, as Turkey and Saudi Arabia started to request it, fearing a meltdown of Syria. This prompted Bashar to speak about reforms of many institutions, including the constitution, but keeping the repression which only fostered the civil war. The repression involved death, torture and rape of men, women and children by the Syrian security services to break the opposition, which it only strengthened. Bashar kept arguing that Jihadists and foreign powers wanting to topple his government were responsible for the unrest, insisting it was not another wave of the Arab Spring. He went as far as freeing many Jihadists, only to point to them later, and not the actual secular opposition, as the enemy in order to justify, if not rationalise, the hard repression. At some point, this new turn became more real than Damascus wanted, as Jihadist fighters left Iraq to fight in Syria in an internationalisation of the local conflict. And then these fighters became funded by Turkey, Qatar and even Saudi Arabia as Jabhat al-Nusra, a local al-Qaeda franchise, was created and al-Qaeda chief al-Zawahiri declared a jihad against the regime, leading to Islamist fighters from the whole region including Libyans and Chechens to come to Syria. The internationalisation of the conflict came at a point when a US-Russia initiative would eventually make Damascus agree to destroy its chemical weapons arsenal. Obama, using Putin’s initiative as likely excuse, would step away from a direct US involvement to remove Bashar, even if many US foreign policy pundits stressed the opposite (as would Britain, as the Commons did not back PM Cameron who would have joined Obama). The US non-involvement made Russia and Iran de facto the only foreign powers involved, this on the side of Bashar in dealing with Sunni Islamist fighters in what was an unexpected salvation. The civil war – and war it had become – saw Damascus losing gradually against the secular and Islamist opposition forces, this prompting Iran and especially Russia now to take a step Obama had not been able to take – direct intervention on the side of Damascus – all the more given the American void and the rise of a new Sunni Islamist group known as Daesh. Russia had been an ally of Syria since the Soviet days, and was the main provider of military equipment to Damascus, also enjoying two bases in Syria. Putin, however, did not seem to be keen on getting involved directly in the conflict, seeing Syria as a side show even if Russia kept vetoing UN resolutions against Syria and was badly in need of an influence-booster globally, but also in the Middle East.   

At some point, the war involved up to 150,000 opposition fighters, 80% coming from 100 countries on the secular and mostly Jihadist side, while the Syrian forces, initially 200,000 strong were down to 50,000 (always comprising Sunni conscripts led by Alawite commanders) due to casualties and increasingly mass desertions. It was estimated that 1,000 opposition groups were fighting the Assad regime, some very small and local. The Assad regime was losing and was about to go away. By 2015, there was an assumption that the Assad regime could not survive while the West, that wanted Bashar out, was concerned about who would replace him, a Jihadist takeover not being seen as a viable option in what was increasingly viewed as a lose-lose game. In what could be seen as a bad joke given the Prigozhin story years later, Belarus was deemed to be a viable relocation option for Bashar and his family. While the tide was not good for Bashar, his mother Anisa would have reprimanded him, stressing that if his father and older brother had been around, this defeatist scenario would never have happened. All while Asma would seem to live in another parallel world, focused on design and artistic projects, and trying to defend her husband with her lady friends part of the leading families ruling the Middle East.    

Iran had been the reason why Bashar could cling to power as the war was not going his way. Iran’s conservative Islam was at odds with a secular Baathist ideology (even if only power really mattered), but it took a wider view of the conflict and its opposition to Saudi Arabia and other countries in the region. Iran was not enough for Syria to prevail, which drove Qds Forces Commander Soleimani (who would meet his death in January 2020 with a US drone strike in Baghdad) to convince Russia’s Putin to get involved to stop the debacle that might also hurt Russian interests and see them lose two bases in which they had heavily invested. A Russian-Iranian cooperation pact was signed in July 2015. Putin’s masterstroke was to go to the UN after ten years of absence and announce Russia would be ready to lead the fight against international terrorists in Syria, very much stressing Daesh at the main target (on a quasi-funny note, there had been some 2,400 Russians identified as Daesh members but to be fair the terrorist organisation also included British Jihadists known as “The Beatles” due to their strong Liverpudlian accents).

When the first Russian bombings started, the targets turned out to be US-backed rebel forces. While Russia wanted to support a vital strategic ally, even if Putin held the Syrian leader in low esteem, its key motivation was also to challenge the West in what few saw as a proxy war. All of this only a few months before Russia went into Crimea, thus helping to refocus Western minds about what Russia really was about, and which Putin stressed again following his February 2022 invasion of Ukraine. It should be stated that the US national security apparatus was not all enamoured by Obama’s cautious approach, since the red line had been crossed and nothing happened, even if his approach was also motivated by the instability seen in Iraq again with Daesh – the likes of Secretary of State Hilary Clinton and new CIA David Petraeus wanted some direct intervention on the side of the “secular” opposition. But the problem was that Syrian anti-aircraft defences were Russian-made, and also operated, which the new direct Russian officially anti-terror groups involvement was making impossible to consider lest WW3 was possibly an option.    

As Coughlin aptly notes, Russian military’s preferred tactic is to apply brute force to achieve its objectives, irrespective of destruction and misery it may cause (including on its own). 4,000 artillery shells were fired per day at the city of Grozny during the Chechen war. Georgia in 2008 had also been a case of military ineptitude, which would be found again 15 years later in Ukraine. As Russia was increasingly looking at a direct intervention, the Libyan conflict, that had seen a mainly Franco-British operation successfully ejecting Gaddafi, was reviewed by Moscow as it essentially involved support to local militias that carried out the operations, a model William Hague had stressed as “the paradigm for future military interventions to remove rogue regimes”. Russia was very wary of committing ground forces, preferring to follow the Libyan business model, which led to the Gerasimov Doctrine of hybrid warfare. Thus Crimea became the test in 2014, when “little green men” did the initial job, allowing Putin to deny anything until Russia was effectively in control of the peninsula. Crimea, and the lack of Western response, doubtless bolstered Russia’s confidence in going into Syria in the Autumn of 2015, even if 3,000 miles away. Russia would lead a massive air campaign against both the secular and Daesh forces led by now well known if removed General Sergei Surovikin, assisted by the Wagner mercenary group which built its reputation in Syria before venturing into Africa. In a novel development, Russia and its leading officers were also financially rewarded for their support of Bashar in a model adopted later by Wagner Group’s Prigozhin and his various mines in the African Sahel.

While Russia was effectively a war gamechanger, and as Bashar was nominally in charge of Syria, he was no longer leading the war (even if he never was in practical terms and as Iran’s Qds Commander Soleimani had done it before). Russia decided every aspect of the war, making him likely feel he could be replaced if unhappy. Bashar maintained the appearance of being in control of the war for internal purposes, and kept to his state of denial about any atrocity committed in the name of his regime, even during BBC and CBS interviews in the midst of the onslaught. He increasingly stressed to the West that it was better for them that he kept leading Syria than Daesh as the nature of the war had changed its key dynamics. He even kept stressing that diplomacy was the best option, even inviting a French delegation to review what sensible settlement of the war could be achieved. The war was a complex military and foreign policy matter as allies were not liking each other, and foes were also not clear. Turkey supported both the secular opposition and Islamist terror groups, while the latter like Daesh would attack the former alongside Russia which it also fought against. The war had taken a turn in becoming an extension of the now old “war on terror” more than one focused on the current Syrian regime. The West wanted regime change in Damascus but did not want to be helping Daesh. This situation helped Russia (and Iran) take the lead out of a lack of clear Western commitment (based on rational reasons), which eventually led to Bashar staying in power against all odds when Racca, the Syrian capital of Daesh, was taken in October 2017 marking the real end of a conflict that would go on in various small locations for months to come. Bashar’s main challenge to his rule had been destroyed, and he thought he had won, even if in a pyrrhic mode, actually not making much mention of Russian and Iranian assistance.  Perhaps the only real winners in this conflict were Russia and Iran.  But did the Kremlin use that experience in the best of ways when looking at what came next?         

The Syrian tragedy deserves many studies, on too many awful topics, as there are so many questions left. The philosopher in each of us could ask whether “Bashar created the tragedy” or “the tragedy created Bashar” but it is far beyond the point today. How can Syria come back in the world of nations – even if the old-fashioned Western term may seem obsolete? (The same could be asked about Russia of course.) How can half a million dead be forgotten? How can 13 million displaced Syrians, nearly 60% of its 2012 population, many having unwittingly created immigration and refugee havoc in Europe since the mid-2010s, be humanly but also realistically dealt with? (the UN officially stated in August that there were 40 million asylum seekers in the world today, Syrians likely taking first place.) Will Assad be ever forgiven, even on tactical grounds, for what we know, this even as he shows some caution in dealing with the Druze these days? Will his re-joining the Arab community, as seen with the “practical” welcoming back from the Arab League in mid-2023 after 12 years of being shunned, be a sign of things to come? How will Israel, Qatar or even Egypt and Jordan react, not to mention the investment community? There are many questions around Assad, but the region seems to be also on another path with a different Israel, led by a Netanyahu captive of his never seen before coalition. Or, come to that, a Saudi Arabia and an Iran finally being on talking terms, thanks to a more foreign policy assertive Beijing, primarily focused on its world leadership rise and its features, all the more at a time of serious economic and demographic problems at home. It is clear that Saudi Arabia, now a BRICS member (with the UAE and fragile Egypt), and the Gulf states, redefining their economic and existential roots, are taking a more proactive leadership role in the region that would go beyond leading world golf and football for one, and luxury havens for the others. A visionary Saudi MBS stated a few years ago that the Middle East was the new Europe, even if the dream proved to be hard on the economic and political front recently, as seen with protests in Algeria, Iran, Iraq, Jordan, Lebanon and the deepening civil war in Sudan. 

One of the major Syrian issues we can see today for the region (and thus the world) is the Damascus regime having become a major exporter of drugs, its slow path in taking back refugees, and the Iranian-backed militias running around the country. While the UAE was a leading promoter of Syrian rehabilitation, other countries like anti-Bashar Qatar or US-following Kuwait were not keen, while Egypt and Jordan had strong question marks. Saudi Arabia changed its mood in the context of its own leadership rationale, lesser tensions with nemesis Iran and wanting the region more stable, taking the February 2023 earthquake as an opportunity to also change its tune and restart a dialogue with Bashar.

These developments have been indirectly a victory for both the Russian-Iran team and war as a viable option given that it secured Bashar’s regime. Russia also hopes that the Arab League’s rehabilitation will allow it to keep its gains while not focusing as much on Syria going forward, given its other main focus. While the US has reduced its military presence in the Middle East since Obama, the West seems to keep sanctioning Syria, but is too busy today with Ukraine to really care about a regional rehabilitation or trying to stop it. As for Syria itself, Bashar who stands “for Arab identity against Western hegemony” (his speech in Riyadh last May) does not seem apologetic for anything, and would even seek apologies from those in the region who opposed him, while likely using the drug trade as leverage in discussions with its neighbours and their deep concerns about its impact on their own countries. All in all, Bashar has not changed and has benefitted from a complex, and at times strange, geopolitical chessboard to keep ruling Syria, even if at times in vacillating ways. And today some Western analysts see Syria potentially as the last and odd addition to the new anti-Western axis in the making, though not yet very firm, comprising Russia/Belarus, China, North Korea and Iran.         

Coughlin’s book is very useful to remember Bashar’s journey and better understand the many features that led to the Syrian tragedy, even if it is full of facts and at times going back and forth with events, making the chronology harder to grasp, especially in the last twelve years. A thorough reading is required, all the more for those not being Middle East old hands, as events, especially during the civil war were plentiful. The story of Bashar and his family could have been one crafted by Shakespeare, and reminds us that freedom and democracy are rare features in today’s world, and that they are worth actively defending and strengthening, unless we all end up becoming residents of Ghouta.    

Warmest regards,

Serge