Understanding why Trump won last November and would lose today 

24-2-25

Dear Partners in Thought,

A good friend told me recently that I may have focused too much on the negative impacts of Trump on America and the world while not recognising that a majority of voters backed him in a democratic election. To be fair, I saw Trump’s impacts as more relevant to review so we could deal with them. However, I also recognise that it is interesting to understand why so many people (77 million) voted for Trump and elected him President without this time around the always strange but legal assistance of the Red States-favoured Electoral College. And in doing so, I also wanted to stress in all fairness and a positive note – even if irrelevant now – that he would not have won if his swift and destructive programme had been known by his voters beyond the showbiz flavour and drivers that allowed his win.   

So why did so many vote for Trump and what where some or all of their drivers?

  • A feeling of being left out and not mattering, often residing in rural areas or small cities, away from metropolises where decisions are taken for them.
  • A limited education and often no college degree of any sort, combined with increased loneliness for many, while relying on social media they want to hear (making them easier to manipulate).
  • A resentment against the “undeserving elite” and its set-up (like the DC policy establishment, Ivy League colleges, old money, the well-offs, the natural concentration of wealth in key cities like NYC, Chicago, Boston, San Fran) even if strangely not minding the likes of Musk, Thiel and now Bezos, Zuckerberg, most of Big Tech and many of the Wall Street crowd – indeed the real elite of the day – having pushed for Trump as they wanted fewer regulations, less taxation and fewer constraints of any sort.     
  • The cost of living felt at the supermarket for key goods (even if Biden’s policies had helped the US to fare better than any other major countries). 
  • A resentment against “Woke” and any kind of excessive diversity and how it was at times insanely applied in businesses and schools (this especially from young and not so young males).
  • A low understanding of, and interest in, international affairs seen as non-core to their lives and often a useless cost (USAID is a waste and seems corrupt according to my podcasters… And why do we need soft power?).  
  • A low understanding of economics (tariffs are great as foreigners pay – when they also will through inflation and their own purchases). 
  • The ability of Trump and any populist leaders (like in Europe) to “showbiz capitalise” on voters’ pain (real or imagined) while grabbing votes via easy solutions to deal with complex problems, often too costly to implement or unmanageable efficiently and with poor outcomes. 
  • A feeling that public sector bureaucracy is inherently wasteful and inefficient so let’s get rid of it and sack all the bureaucrats (hence a DOGE that is also questionable in many ways). 
  • A belief that immigration – even in a land that was built by it – is bad on many grounds and primarily affecting national identity as too ethnically and culturally differentiated, this combined with the inability of governments/bureaucracies to manage documented and undocumented flows, even if needed in some key economic sectors. (And in all fairness, immigration is also a European topic.)   

It is interesting to realise that the above drivers – not always the best and the brightest – led the vote of many, while Trump’s strange, if not downright unacceptable, personality and style combined with a shady history did not seem to matter. He was simply seen as the right medium for the angst of many voters, even if some would never want him as a buddy (putting aside the MAGA-hat and T-shirt wearing crowd in search for amusement or simply a need to exist). 

Voter frustration can be understood with regard to some matters that many governments usually do not manage well, both in the US and across Europe. Many Trump voters wanted strong and easy-to-grasp policy proposals that make sense on the surface and deal radically with their issues (or indeed grievances). It is clear that some of their drivers are fully understandable; liberal-democratic governments have always been bad at managing bureaucracy (even if an inherent feature), or immigration – often for fear of allegations of racism and given the need for more workers in unwanted jobs at home. It is also true that in most countries, voters do not care much about foreign policy and its substantial funding features unless they are under clear threat. We, and especially the US today, thanks to the rise of Trump a decade ago, live in an increasingly polarised world where discussions or compromises no longer matter, and views should only be fought for in what becomes a hostile political debate fuelled by partisan social media. Voters, usually ill-informed by design, are more “against” than “for” anything, which translates into strong views fuelled by exciting podcasted disinformation, leading them to backing populist politicians with extremist programmes that become more normal and expected in a gradually consensus-free world.    

As stated in earlier notes (notably “Getting the right take on Trump’s impact on America and the world” – February 19th), Trump’s deluge of executive orders (67 in one month, a record) and daily offensive announcements, creating both chaos and low understanding of what is happening even from his voters, was unexpected and very surprising, even from an individual like him. On a side note, his “deluge” with at least one breath-taking key news a day, makes it challenging to keep track of the man, with many of his decisions still seen as Trump’s and not as America’s by many observers, given their uniquely unusual and at times world game-changing nature. After hijacking a now servile GOP (look at the confirmation of weird secretary nominees), Trump is now hijacking America and its role in the world, after all feeling that he can as an elected President. Trump’s personal features clearly bear no similarities to those of any prior Presidents and reflect the change of the political debate in the US (and within Western democracies). Every day of his short tenure brings more bad and world order-shattering news as if “shock and awe” was the expected norm and radically new approaches now making the US a self-centred super-great power is right and sound. In this new era the form, usually violent, matters more than the substance and the policy impacts. Trump’s voters are bound to grow tired of this new approach after a while and will likely be the first to pay at home for his policies, while Europe (and indeed Ukraine) will suffer from his betrayal and their own complacency in having relied too much on American support, even if the latter also fully served America’s interests at many levels.   

A Washington Post-Ipsos poll released on February 20th showed that Americans are mixed-to-negative on Trump’s nascent second term while 57 per cent say he has exceeded his authority since taking office. Polls on Musk and his DOGE leadership show worse results, with some Republican legislators even worrying about the method and impact of the drastic Federal job and funding cuts. Even Fox News joined all key media networks to ask for a lift of the ban on Associated Press from attending White House briefings following their sticking to “Gulf of Mexico”. Over the last month, the S&P stock market index vastly underperformed the Stoxx Europe 600 index (1.7 per cent vs. 5.7 per cent) while US inflation has already started to rise in anticipation of tougher times. Trump would likely lose the Presidential election if held today as many American voters, including some driven by the above-stated features, would not be happy with his rapidly-engineered civilisational meltdown. The flood of self-destructive domestic and foreign policy executive orders and announcements we saw in his first month, that will eventually be felt at home very directly, has also triggered the redefinition of what America has stood for during almost a century. Even if not caring for international affairs and “protected by an ocean”, voters would not back the destruction of the Atlantic Alliance, making Trump in effect an agent of a very happily surprised Russia about what is increasingly seen, through the de facto validation of the Ukraine invasion, as a historical pivot of sinister proportions. Had they known what was really on offer, it is indeed highly unlikely that a majority of voters would have supported Trump, whose actual approach reflects only too well his unbalanced personality and style. However, even if Trump would have lost the November election based on what we see today, it is not clear that his majority in Congress would be defeated in 2026 as it likely should be if Team Trump was successful in gradually destroying the US Constitution and rules attached to it, like mid-terms every two years, which Americans have known since 1781. With Trump, anything is possible. 

The last month was too full of unmanageably sad news. So, to conclude on a funny note, let’s rejoice that Canada just beat the US in the final of the 4 Nations hockey championship allowing Trudeau to deservedly needle Trump about his deranged 51st state offer threats.    

Warmest regards,

Serge      

Getting the right take on Trump’s impact on America and the world

19-2-25

Dear Partners in Thought,

In less than a month back at the Resolute Desk, there has been a flood of Trump’s executive orders that are changing America and the world as we knew it. While it is potentially mind-damaging given its extent, it would be useful to keep track of most, if not all, of the decisions taken by the US President and seeing their gradual impact when implemented or if they are just for show and transactional tactics. The list is indeed very long and reflects many points of the infamous Heritage Foundation “Project 2025” that the Trump team had worked hard to dismiss as not their programme during the electoral campaign. 

What is clear is that Trump is clearly now in a position where he is changing America and indeed the world we have known since WW2. It is also increasingly likely that he is an unwitting tool of powerful business interests, of which Big Tech is the leader, and possibly indirectly of the “great powers” he is fond of, such as Russia and an “imperialistic brother” like Putin. In some ways, it is a game where all parties are leaders and tools, holding each other by the goatee, as the French saying goes, in what makes a sinister and world-damaging club.  Weakening America, both at home and abroad, by his poor style and decisions, also hurts the world we know as well as, naturally, Europe. The picture is so large that it takes some time to realise the extent of the multi-faceted damage while, with all things Trumpian, we may dangerously get used to his craziness over time, like many of his supporters have, creating a dangerous feeling of normality.  

The damage to America itself, including its own voting base, will be seen rather quickly at different levels. The gradual destruction of the Federal Government and traditional public service will have a serious impact at state level, including the Red ones, as services will no longer be federally funded in too many areas like education or health. The various political firings of officials at the Department of Justice combined with the massive “buyouts” (not to use the word termination) of many civil servants, including at the CIA, will damage the reputation, efficiency and even security of the US and its administration. Some segments of the US economy, like agriculture, that rely on huge swaths of undocumented but law-abiding workers, will have a terrible impact that even Red State farmers start worrying about (perhaps showbiz-announced mass deportations will prove too challenging to implement, thus reducing their bad impact.) Tariffs, that may look strong and good when announced, will result in higher inflation, as already seen, as Americans keep buying foreign goods or businesses need foreign parts to manufacture their own products. It would also appear that Trump wants to reward his extremist supporter groups and fund the protection of Christianity in a country where more than two thirds of its citizens are Christian. And now we know that assaulting the Capitol and killing police officers will be forgiven (if you do it for the current President, of course), putting the basic concepts of right and wrong in serious jeopardy. So far, many executive orders, some at times even breaching the Constitution, have been fought and rejected by the courts, but with time nothing guarantees that judicial power will hold, potentially leading to the gradual replacement of usual Western-type democracy by a Venezuelan model (no tariffs involved). 

These drastic changes are going hand-in-hand with some decisions affecting US foreign policy and its very key interests worldwide. It is clear that there may be a majority of Americans who do not care much about international affairs and are more focused on what matters to them directly at home. America is not alone in this respect even if one could relate this to an educational problem and its costs in “the country of the free”, all the more when too many are living lonely existences and rely only on easy-to-hear social media. Killing USAID is destroying American soft power which had helped the US to assume world leadership since the JFK era. Dealing with Russia on Ukraine without the latter and Europe involved is only temporarily but wrongly strengthening an existentially lost former great power while killing the basic cement of the Western world that is reflected in the historical and cultural bonds between America and Europe. A US-Russia-only dialogue to end the war in Ukraine only strengthens Moscow’s underwhelming position in the conflict and overall geopolitical stance while weakening greatly Europe and the Atlantic Alliance, not to mention Ukraine and its leadership. Anti-corruption regulations will be dismissed making global trade and investments going back to Far West times, stressing again Trump’s inherent “tool” nature. Going after allies – if not friendly neighbours like Canada – by wanting to absorb them or threatening a NATO member by the seizure of Greenland on security reasons combined with mineral resources gains is not exactly what Ronald Reagan or even George W. Bush would have ever dared in terms of American standing, values and principles. The fight against climate change globally seems something from the past while “drill, baby, drill”, has become the White House song of the day, pleasing both the US oil industry and, for once, some allies like Saudi Arabia. And let’s not talk about making Gaza a US-protected if not owned “Riviera” by displacing all its Palestinian residents, news that was received as expected even by some of the most Trump-flexible countries in the region. These developments sadly speak for themselves and do not require complex analytical soul searching to see their craziness.                   

While stating Trump’s decisions and their impact, it is also key to realise how we got there and why. Trump was a very rich kid, inheriting $400 million from his father – quite a social gap with some of his MAGA base – helping him to launch his real estate empire that proved to be very unsuccessful beyond the great Trump Tower-like names, while at times less than financially clean. It is clear that his transactional nature came from his rather unusual business life. And many, like Robert De Niro, rudely but honestly see him as a “jerk” and a “moron” as an individual. He also always enjoyed surrounding himself with shady characters (like the infamous Roy Cohn) or now very “obedient first” individuals, a feature we blatantly see in his current team of under-impressive secretaries like Peter Hegseth, Kristi Noem, Tulsi Gabbard or RFK Jr to name only a few. And his blatantly mixing family business interests with his presidency, as seen with his recent crypto initiative and the roles of his many relatives, is astonishing. Two recent examples speak for themselves: Melania Trump getting $40 million from Amazon’s Bezos, clearly a King’s courtier, for her “memoirs” or the appointment of the ex-convicted felon, father of his son-in-law Jared, as Ambassador to France, that could be a part of a great Hollywood movie script. There is however no doubt that he is a very gifted politician for our showbiz times, who has been a model for many populists in terms of style and messaging. And then, as a new development, Trump is also using the likes of Musk to do his bidding when it is easier, like when reshaping the public sector with a questionable and over-reaching DOGE and its team of subcontracted young tech bros or heavily dealing directly with German or British domestic politics (not that the flexible if not uber-opportunistic JD Vance, who will forever be remembered for his startling “threat from within” speech, did not meet the leader of the extreme right German AfD on the side of the Munich Security Conference, showing that MOs also evolve quite fast under Trump 2.0). 

Many observers of this developing drama feel that the 2026 mid-terms will correct things and see Congress in full control of the Democrats. For this, and in a normal scenario, the Democrats should wake up and think long and hard about their leadership and key programmes. Undocumented immigration, a bad thing which is often linked to cultural identity by its opponents, is never well-managed by liberal democrats the Western world over, given the sensitive feature attached to it, while diversity could also have been more sensibly supported and carried out in schools and businesses. The party also seems to be devoid of truly electable and inspiring leaders (Josh Shapiro needs to be followed) while the Republicans have had too many, even if the more acceptable ones by usual norms may be the likes of a rigid but highly professional Marco Rubio. The problem is that America’s new path does not prevent a constitutional crisis supported by a friendly Supreme Court when mid-terms suddenly become obsolete on the dubious grounds of enhanced efficiency (two years is a short time for any mandate as many, if not all, in the House of Representatives would agree.) Besides this sinister point, two years is enough to dismantle the architecture of US federal power and move away from America’s traditional leadership style with all the features we know. We may find ourselves by 2026 in a world where the US and China are both operating as great powers only, something the latter has worked hard to achieve for decades since Mao, while America nominally stays in the West but only in transactional ways. It is likely to be the next geopolitical picture of our world. Looking at the main great power rivalry to come, the US State Department last week removed the statement America did not support Taiwanese independence, an historical peace preserving stance, but it may simply be a “transactional” move reflecting our new times. 

Russia will keep being Russia, in search of its lost imperial past, combining aggressions when needed and high moral stances on the surface while working with lost states like Iran and North Korea no other key nations really want to deal with. Russia will always be an existential threat for Europe even if the former will increasingly be weak economically but also more dangerous as a result. In many ways, both China and Russia may to some extent be the winners of a short-sighted Trump 2.0 diplomacy as many countries, notably in Africa, Latin America or Asia if not eventually in some parts of Europe may eventually decide to switch strategic allegiance. (in some ways, the real winner of Trump 2.0 may become China if a smart Xi leadership decided to present a friendlier Beijing as a more viable strategic alternative to the US to many potential partners globally, this with Europe also reviewing that game-changing option in some areas.) It is also clear that some rising powers needing a feeling of protection from strong neighbours may also surprisingly adjust to Trump’s new transactional approach as recently seen with Modi’s India in DC regarding both combined trade and defence matters. Europe should see the Trump era also as a needed wake-up call and work on its key nature and especially on its defence in spite of all the natural divisions inherent to its national multiplicity and variety of strategic interests. There is no more excuse to hide behind history and feeling that American protection allows Europe and its nations to focus on the economy only. Defence is now a key feature of European existence, a new fact that many Europeans will have to learn how to live with and accept fully if they wish to survive as Europe or indeed as nations. Perhaps Trump 2.0 will prompt Britain and the EU to get more quickly closer to each other if not reunited at some point even if Trump is likely to work on dividing them by staying softer on London. 

At the very personal level, Trump 2.0 and its massively destructive changes hurt the French-born European I am as it kills what America always stood for in my life and helped me define myself. America was never perfect, but its values and principles helped me grow up as a child, thanks to the likes of John Wayne, Gary Cooper or Kirk Douglas, making me go there in my early twenties to helping me build over a few years who I became personally and professionally. It was a model of the idealised sort, but one that was strong and good. I want it back for all of us and the world. 

As already stated, Europe, while strengthening itself, will have to work with the growing American “opposition”-to-be to recreate the win-win community that is the Transatlantic Alliance based on shared historical and cultural values and principles. While the nightmare goes on, each of us in Europe should work hard with our many friends in America to help re-cementing our great partnership and make it even better. Trump should not last. Common sense needs to prevail.     

With warmest regards,

Serge 

The key damage for America under Trump  

32-1-25

Dear Partners in Thought,

Trump is quickly changing America in terms of foreign policy approach by threatening allies with new isolationist and “America First” strategic and economic policies, in what is seen (at best) as an expression of great power in transactional ways. Trump is clearly seen as no longer focusing on benevolent Western leadership that served his country very well for generations since WW2. In doing so, he risks harming the core interests of his country and citizens, the latter who may feel it when retail prices rise in supermarkets, and through the lack of manpower in key sectors like agriculture via general mass deportations. All while federalism is withdrawing at many funding and regulatory levels, focusing on ideology more than sheer impact. As is often the case in America, money will prevail – if not greed this time – as, while core MAGA voters will be gradually forgotten once key early populist decisions have been announced and potentially implemented, the real winners, probably of a short-term nature, will be Big Tech and the flexible Wall Street crowds. It is also possible that many educated Americans, keen on the old ways of their country, may decide to leave it to live somewhere else, like in Europe, which would remind them of better days. And as times go by and Trump and his team keep undermining institutions, democracy as we know it may gradually vanish, as is the case in rising autocracies still providing the cover of democratic tools that no longer apply. In many odd ways, Trump’s move may make the US closer in style to China and Russia while no longer offering the key differentiation that made America the great country it was.      

While Europeans, who share so much culturally with America, given the ancestry of the majority of its citizens, will feel abandoned by the once great Western leader, these new times may have positive and indeed needed consequences in making Europe more independent and also stronger in defence.  NATO may go on, as it should, even if more focused on transactions with the current White House resident. The decision to stop foreign aid as the leading world provider, mostly focused on the developing world which may save $60bn annually will hurt the relationships and standing of the US globally. One of the consequences of this mega (if not MAGA-induced) change or “aid-quake” will be for some developing countries to find China or even Russia and its few followers, even if harder for the latter, to be tangibly better strategic and tactical partners. 

The major Trump damage will be the destruction of the identity and image of America as the world knew it – especially, but not only, Europe and the West – with values and principles that many took for granted and representing the essence of the indispensable country. Pardoning violent “January 6” insurrectionists will forever set the tone of the start of a new era, also at home. America was never perfect but it led by showing what many countries wanted to see as a largely “civilized” modus operandi and indeed a model for all worldwide. It was also defined by going beyond the great power ways that better defined the Soviet Union or today’s China and that Russia tried to stick to in a quasi-existential move, as it kept declining, with the invasion of another country in 21st century Europe. In many ways Trump and his fast-developed but long-built policies are simply making America just another great power with no specific appeal in terms of values and principles. We may all pay a dear price for it, including and especially America itself.   

While one may hope that the 2026 mid-terms may change the course of events, it is still a feeling based on America functioning as we knew it. Relying on an electoral turning point like this, as we should, may also be the wrong approach as two years may create too much internal damage, even if we see some institutional and judicial resistance, also from some key American states. It is thus far better for the rest of the West – like Europe, Japan and their allies – to focus on being more independent and indeed much stronger in terms of defence and foreign policy – as always wanted by Trump for the former – and play the transactional game wanted by the new imperial President. We need to engage with Trump’s America and find the most productive partnership we can, hoping for the best and indeed a change in Washington at some point, this without being deluded by false hopes. We also need to support strongly those at home that want to restore the old American win-win ways. However, America today is no longer the America we knew. A new Mount McKinley in Alaska and its reminders of forgotten and different times is making Trump’s point in what matters today for the current US executive power.  

Warmest regards

Serge 

On Trump’s geopolitical “strategy” and how Europe should deal with it  

20-1-25

Dear Partners in Thought,

President Trump will always be strange to most rational people, all the more so due to his personality and style, combined with his likely feeling that he is now free to do whatever he wants without the executive and legislative guardrails of his first term. Both his obedience-first core team and all the Republican Senators and Representatives are now backing him without any doubt, reflecting his acumen in having changed the Republican Party and their expected human focus on preserving their own positions. Putting aside unforeseen issues that may have helped a Trump 2.0, such as “woke” and a weak Democratic leadership, America and the world are now in for a very different period of executive power in Washington that history and its books will make us remember for generations.   

The recent outlandish and unsettling Canada, Greenland, Panama Canal and Gulf of America statements we know were there with a potential transactional approach in mind, but also to appeal to the core MAGA base that needs America to be “strong” as they understand it – with benefits hopefully derived from this “long-needed” and “refreshing” approach for them.  Trump may also want to show them that it’s not only campaign-funding Big Tech and their deregulation needs that matter. It was interesting that Trump so far avoided any direct verbal attacks against key European countries. His focus was not totally devoid of a master plan, however dangerous for America and the new world it may foster.   

It is a now confirmed sign that, as expected, the post-Cold War and globalisation world may be changing, with Trump focusing on a narrower but stronger and more manageable core geographic area of American supremacy, also fitting a certain form of isolationism, which could be mostly centred on both Americas, this combined with expected tariff rises and an aggressive self-interest on trade and diplomacy globally. In that approach, he would likely be leaving China more or less in charge, to different extents, throughout Asia – apart from a far too big India – while Taiwan may remain on-and-off an issue of contention. A Trump 2.0 could leave Russia in control of Eurasia and gradually Eastern Europe, with players like Iran or North Korea being useful additions in its existential quest for revival. There is little doubt that both China and Russia will like the new US approach, all the more so given their own respective domestic challenges. Europe (Western and Central) is thus at great risk from a war-flavoured (economically and socially) Russia that may no longer be able to go back to old post-Cold War and globalisation ways. Given a new world that may arise, Europe should thus not rely any more for its security only on the US, whose values and principles (making the American Dream), together with its Western leadership nature, may de facto vanish. 

Trump is seen as a bully by most, even by his admirers who like it, but he could be a “transactional” one, even if this feature may be seen by potentially naïve old-fashioned foreign policy experts. We hear a lot that his “crazy” geopolitical statements, aimed at long-time allies of the US and not at its traditional enemies, are made to gain an edge on specific matters related to the potentially new primary American supremacy zone. In doing so, and while there might be a strange game plan in Trump’s mind that no close adviser will dare challenge, unlike in his first term given the “faithful first” team around him, Trump is not realising all the direct and indirect benefits that America gained since the end of WW2 – and even more so post-Cold War – in acting as the natural and beneficial leader of the West and, for long, most of the world. American leadership brought many benefits, not only politically but economically, also for the US private sector and its naturally globalised corporations. Foreign affairs and globalisation are obviously not topics that easily resonate with its core electoral base, even if it may usually be the case with most electorates in Western democracies for which the economy and their purchasing power matter first. The Trump isolationist or “withdrawing” approach, even if it might give the US a smaller but better focus, would cost America and his electorate dearly. Then the abandonment of the values and principles that made America strong and differentiated globally may also be very costly, as the US may become just another great power with the risk that many in the world might prefer China or Russia after all – this eventually with geopolitical realignments as Moscow and Beijing could also be very transactional, even with Europe. One of the side benefits of this American withdrawal (as we would see it in Europe) may be a much closer relationship with the UK and the EU since “being together” in such dire times would make eminent sense and might not be disrupted by the personal political ambitions of a few. On this latter point, it is amazing to think of the impact of key individuals (even if not really alone) on the world or their region, not to mention own country, thinking about Donald Trump or Boris Johnson.   

Post-election win, Trump has been strangely quiet on matters dealing with Russia or even China, the latter that was his arch-nemesis (arguably with a bipartisan mode) with Taiwan being the semi-conductor heaven and geopolitical sacred ground. Today he is not sure that he would ban China-rooted TikTok in the US, where 170 million people use it, even if the Supreme court, that he had re-engineered years back, was all for it. As for Russia, it is clear that his relationship with Putin matters, probably as he envies his executive style that is likely in his own mind more that of a true leader of a great power, this even if there ever were or not FSB files on his bad behaviour in a Moscow hotel. The statements that he would stop the Ukraine War in one day have not been heard recently, while the emphasis is on his being greatly instrumental in getting a cease-fire agreement between Hamas and Israel thanks to his own envoy, Secretary Blinken’s months of work having just been for show.          

One last point that is worth mentioning is the rise of the “tech industrial complex” oligarchy (or indeed ”broligarchy”) mentioned by Joe Biden in his farewell address. While there has been indeed a rise of an oligarchy that served US interests well at first given its tech focus, it is clear that many of its leaders wish to play a role that go well beyond their business remit. Musk openly exemplifies this mutation with his governmental role in making the US “more efficient” with DOGE, but he is now going well beyond this in promoting extremist political leaders in the UK and Germany while attacking allies on the way they run their own countries. It would be odd for Trump not to have been aware of Musk’s attacks on Starmer or the laudatory exchanges with the new and differentiated female leader of the AfD, this perhaps as it was an easier way to start a new foreign policy approach. We will note that Musk had nothing mean to say about Russia or of course China, which is the location of his largest Tesla factory. It is clear that Big Tech is keen on being close to a winning Trump to ensure his support on deregulation matters at home (see Zuckerberg and his new approach to Meta content), but crucially in relation to the EU where the likes of Commissioner Margrethe Vestager led the fight to regulate Big Tech, admittedly also as it was US-made. And then Peter Thiel, Musk’s Paypal partner and original Facebook funder, writes opinion pieces such as in the Financial Times recently about conspiracy theories and the end of the party of the Ancient Regime, leaving many scratching their heads. And Bezos rescued the Washington Post (notable, given our social media times) though it is not clear what the newspaper may become going forward as some articles have already suggested, even if it stayed neutral during the last election. Not all Big Tech is, of course, personified by individuals who may not be the most principled. Whatever his life style, Bill Gates, the model of what Big Tech should be and focus on, spent three hours with Trump which he found productive and were very acceptable given his historical innovation role (as a potential wink to Bezos, the Gates Foundation just gave $700,000 to the UK Independent Media Group to fund journalism in “under-reported” parts of the world).  

Looking at where we are, and putting aside Trump’s “differentiated” personality, management style and strategy, it is clear that the key word going forward when dealing with Washington will be “transactional”, and that Europe will have to show expertise, cunning and resolve. While we should do our best to engage with the US and keep NATO working, we will need to increase even further our own commitments to defence, hoping our various populations will understand what is at play and is required in terms of funding and organisational changes in this return of History. We can also hope that America wakes up, of course (maybe the 2026 mid-terms?), but this does not change the fact that Europe has been too reliant on Washington for too long, even if the latter wanted to be the august Western leader it indeed was. Defence will now be key and European resolve should be seen through a strong commitment to its own capabilities – as if there were no NATO – while working with it fully. In doing so, all key countries will also need to meaningfully contribute funding and avoid complacency, while no longer hiding behind any historical guilt, to focus more easily on business and economic matters. Those times are behind us.         

Populists of whatever flavour and geography may hurt democracy – as we have seen in recent decades, but especially today. They are now great at combining spectacular showbiz and easy vote-grabbing, as if it were a needed recipe, taking advantage of the always-usual resentment of many that form a core base – this today worryingly amplified with loneliness and social media, especially with younger generations. And then they rarely deliver unless they adjust to reality, like recently in Italy while elections, when they still exist, become a sham like in Venezuela. As a Transatlantic European who believed in, and enjoyed, the “American Dream” I felt hurt by the recent American political developments and their impact on the world, also knowing the past decades had been great for Americans. However, this new populist development in the US had some benefits that perhaps were also needed. In an unexpected turn of events, and even if we should always hope for a return to a globalised world and the Western leadership we knew, Trump’s strange initiative may not help the US, but it could make a much stronger EU (and also Europe) with old friends getting back together anew, all while focusing on the tools of independence like enhanced defence and efficient coordination. All while hoping for America to return to its better ways, then also enjoying the benefits of a better-balanced alliance – this for all involved. Trump is not the America we need – something all my sound American friends would agree with.  

Warmest regards,

Serge

About the potential demise of the world we knew

11–12–24

Dear Partners in Thought, 

Like many, it took me two weeks to be able to watch news from the US, so shocked had I been by the Trump election victory I did not think possible, given the man and his style. I would now like to share my thoughts on why it might have happened and what this drastic development means for America and the world we knew, something we can already see. 

America was first and foremost known since its creation for its values and principles, even if at rare times not always followed by its leaders and key players. Given his personal history, Trump has no clear values nor principles, which he likely sees as too rigid and thus useless features. Trump 2.0 will then likely be the end of the America we all knew, and with dire consequences, especially for the Western world. At best, he will be compared to Andrew Jackson, the Southern Democratic populist of his day and at that time an “outsider”. Another clearly non-liberal Republican like Ronald Reagan would not recognize his own party today or a leader and indeed a twice-elected President like Trump. It is clear that most Republican elected officials did not see the new age that led to the gradual and stark high-jacking of their party since 2015 coming, but they went with it as, like many might, they enjoy their jobs after all. The wild Trump nominations, that stress obvious need for loyalty (if not, in some cases, retribution) far more than any required competence, already speak for themselves. And then we now also have the announced Day One pardon of all those who stormed the U.S. Capitol on January 6, 2021.   

While Trump was to some extent “controlled” by experienced professionals in his first term, it is unlikely he will be in his second, particularly as he clearly found it “annoying”. Hence loyalty first today. Tulsi Gabbard, the choice for Director of National Intelligence, who would oversee 18 intelligence agencies, while a Lieutenant Colonel in the US Army reserve, is also a known pro-Putin individual as shown in her public statements, who also thought Bashar Al-Assad could in no way ever be an enemy of America. Kristi Noem, the Governor of South Dakota and choice for Secretary of Homeland Security, is mostly known for her recent memoirs and her strange killing of her annoying dog, this to expected public uproar. Pete Hegseth, another unknown individual but for his Fox News role, a choice for Secretary of Defense, is a military veteran though also known for his fondness of sexual triangles and a more than serious alcohol consumption style. Kash Patel, the nominee to head the FBI, even if a former federal prosecutor in his younger days, is a QAnon promoter and conspiracy theorist while now being known for his mission to go after Trump’s enemies. Robert F. Kennedy Jr. is definitely a “weird” choice for Health Secretary, based on his own visible state of health and anti-vaccine stances (I often wonder what the great Bob would say). As for Matt Gaetz, the self-withdrawn nominee for Attorney General, he could have created a club with Pete Hegseth while also dealing with substance abuse, making his choice almost a Machiavellian one knowing he would not be approved even by a Republican Senate, this making it easier for other doubtful nominees to be. And on top of this, nepotism unsurprisingly comes in with the future Ambassador to France and the Middle East Special Envoy being both fathers-in law of the Trump daughters Ivanka and Tiffany, the former even being a convicted felon. We had already seen that Lara, his daughter-in-law, had secured the co-chairmanship of the Republican National Committee, ahead of the presidential election. It is hard not to laugh and feel it is part of a Hollywood comic movie. But then it is not a bad dream and shows what a Trump 2.0 will be, even if, sadly, people get used to his ways and too many seem not to mind as time goes by.

Trump 2.0 may be a return to another era where globalization or also peace through trade no longer matters. Generations come and go and history often repeats itself as people in charge have no direct memory. We are moving back to the equivalent of the 1930s where isolationism prevailed with the direct impact we saw, while today is also a withdrawal from a post-Cold War era where nations were more directly involved with each other. This gradual move is often the result of a few personal key agenda-led individuals or spokesmen-leaders, like Trump in America, as the majority of Britons would today agree when having a dispassionate take on the now old and indeed bold Brexit move and its impact. 

How we came to that sad point is worth reviewing. Looking at American history, no President looked like Trump. He is basically a well-known and failed real estate mega-investor, having initially inherited about USD 400m from his father to build an eventually collapsing empire once represented by the Trump Tower. His TV career and “The Apprentice” show helped Trump to salvage his reputation while remaking some of its wealth and eventually considering a new political avenue. He was likely the original populist who made it via elections in 2016. His approach was to gradually focus on the resentments of those who felt that society had not given them a fair deal – a recipe now seen across democracies, all the more in Europe – this even if hugely remote from them socially, something that did not seem to be an issue for anyone. This focus on his core base of resentful voters’ anger did not prevent Trump (at times the curious alliance of interests not really noticed by them) to artfully seek the backing of many Wall Street and Silicon Valley billionaires, who were driven by their needs for less regulations and happy to fund Trump’s campaign to huge levels as Elon Musk and others did. Trump was also naturally helped by the historical rise of social media and their contents with known goals of satisfying what their listeners would want to hear more than providing true unbiased food for thought. The problem with populists like Trump (Meloni In Italy possibly being the only exception today) is that they are usually good at grabbing vote these days but terrible at managing governments, not being really trained or naturally gifted for that role. And then populists are naturally fond of “loyalty first” teams of individuals, as in dictatorships, leading to the kind selected by Trump 2.0 as secretary nominees. 

While quite a few on Wall Street and in Silicon Valley are also flexible in terms of values and principles as long as their interests are preserved, it is also fair to say that all the “common” Trump voters are not devoid of them, even if many beyond the MAGA-hat wearing crowd feel an existential drive fueled by perceived resentment and unfairness combined with an anti-elite sentiment. Some of these voters, especially non-college educated men, even including young ones, did not like where they felt America had been sliding into, this also promoted by quite a few in the Democratic Party. Combined by what they felt as the impact of too much “internationalism” and its societally-induced weaknesses (historically an Anglo-American cultural fear of a quasi-satanic conspiracy dating back from the Reformation) their main anger, which can be understood, may be summed up in one word: “Woke” or an extremist and forced push for what is seen as diversity. Even corporate America is indeed going through times when employees stressing that intelligence and excellence should prevail in role and job selection during corporate meetings can be sent for two months of online diversity education. In some ways, this big trend that started in the late 2010s is the grandson (or grand-daughter!) of the affirmative action where black (sorry – African American) individuals were accepted in top colleges before some Asian students (not white ones yet) with higher grades. Many in the Democratic Party lost sight of the societal impact of woke on sheer American values and principles, mainly focusing on what they perceived as societal fairness the way they saw it. And now, through this excessive approach, they pay a tough price – like we might all do as a result and what it brought us with Trump. While stressing that latter point and somewhat with stupefaction, it is hard to see that Trump was also able to woo many African-American and Asian males, also young, to send him back to the White House, showing the fine actor and persuader he is. Last but not least it would seem, that while many Republican party members were known and kept taking the stage to promote their views, very few Democratic counterparts were seen or even known by the general public, perhaps as President Biden kept the party focus on himself during his term, which can happen with one’s party when being the White House resident.   

The problem we have today is now that Trump is back, his focus cannot be on his show business campaigning ways anymore. His core program combining mass deportation and tariffs, will be highly challenging to put in place, with potentially dire consequences even for his own electorate when they are in the shopping mall or cannot find workers for their crops. As for the world, isolationism often combines economic and diplomatic facets that can only hurt American leadership (assuming it still matters at the White House) as well as the Western world and its multifaceted set of alliances, NATO being only a key one, all the more as we experience new wars and unstable developments globally today.

I hear many complaining that Covid or the July Pennsylvania shooter could have spared the world from a Trump 2.0, which is factually true. However, I would still hope that common sense prevails, also thanks to the hopefully more reasonable and experienced US Senate that should concentrate on true American interests and ensure that our world keeps going without a dire but almost natural return of history if Trump is left unhinged. And in true American tradition, let’s also hope for the best and that the Trump “transactional” approach, that may or not redefine US foreign policy, works for all parties including what we called the West and naturally Europe. In the meantime, risk management is becoming an increasingly key feature if I may say with a wink.  

Warmest regards,

Serge                    

Understanding the roots and results of the last French elections

8-7-24

Dear Partners in Thought,

While I did not want to rush with an Interlude earlier as news was flowing fast, I wanted to cover in depth and very honestly a very key and at times sensitive topic for France, Europe and the world: Where is France today and why? Since he became President in 2017, Macron has remade France to a great extent into a modern country for the 21st century. He reformed employment, leading to 2 million new jobs and 6 million new businesses in seven years, making France a business-friendly country. Inflation was also well-managed. Paris became a hub for tech start-ups and rivaled London as a top financial center, while business taxes were cut along with unproductive wealth taxes. Education was boosted and pensions were reformed. France grew faster than its EU peers and poverty rates were below the EU average. It is possible that those achievements were not felt by the average voter, with European parliamentary elections showing a rejection of Macron’s electoral grouping in ways that were both drastic and surprising. And to be fair, the public deficit expanded to markedly new heights making the overall French economic picture less impressive. This Interlude will try to go through the much deeper roots of these results and explain why France is where it is today while democratic governing is challenging in our times.   

As the Rassemblement National (National Rally or RN), the far-right Eurosceptic party, created the huge dual surprise of finishing first with a 33% stake in the first snap election round but unexpectedly not securing an absolute or even relative majority in the second round, I still wanted to focus on the roots of its increased popularity. I wanted to focus on the RN given the future, as it may keep growing and eventually secure power in France if traditional politics kept failing, however governing is challenging. RN lost today but France did not yet win. France is now going through a chaotic period with no clear path for an obvious government. It is clear that the “republican wall” worked again, even if not ideal for voters who would like to vote “for” rather than “against” a program, while also creating governing issues for France.

The results of the European parliamentary elections in France, often the case for a protest vote, led to Macron’s unexpected and, to some, gamble of dissolving the National Assembly. His decision, leading to snap parliamentary elections, which can be controversial, was made to create a reasonable centrist wall assisted by moderate socialists and center rightists against the RN, whose deep founding roots go back to the Vichy period (some French Waffen SS having even been with Marine Le Pen’s father’s leadership of the Front National or National Front when he created the original party in 1972). Macron’s admittedly bold move was put in jeopardy when various parties on the left, some with little common policies, values or principles, unexpectedly (for many observers and indeed Macron himself) decided to use the far-right and the dissolution as a way of trying to seize power electorally by presenting the Nouveau Front Populaire (New Popular Front or NFP), a tactical and opportunistic gathering established in four days, that could win “only” as it would oppose the RN. In doing so, these far-left and center-left parties decided to recreate the aura and forces led by Léon Blum which were opposed to the rising far-right in 1936. To some extent it was also a more drastic flashback to when the Socialists and then stronger Communists joined forces under candidate Mitterrand to defeat mainstream President Giscard in 1981 under the banner of the Common Program – an experiment that did not work out very well, not even for the French economy, and collapsed two years into Mitterrand’s mandate.     

Before I start, and as some of you may know, I should stress that I grew up in a Gaullist family. In my early twenties, I was part in 1981-1982 of the then young Sarkozy-led national youth leadership team of the RPR (Rassemblement pour la République or National Gathering for the Republic, founded by Jacques Chirac and the then Gaullist party of the day) as Socialist François Mitterrand took over France. My French political involvement stopped then as I opted for an “American Dream”-fueled personal reengineering and spent 35 of the last 40 years outside France, unwittingly becoming an admittedly easy poster child for the hot topic of “immigration.” Since 2017 and his first run at the French presidency I have supported Macron as reflecting the political center or a better balanced, non-extremist approach to politics.  To some critics, Macron embodies a certain French elitism, which I always found should ideally reflect a journey leading the most able individuals to lead a country like France. While I liked the man and never found him that “arrogant” as I often heard – as if a President of the French Republic had to be low key and humble not to irritate the sensitive ones – he certainly made the mistake, not to dissolve the National Assembly, but to forget that political parties, like his own, do still matter. He never really built “En Marche” (Going Forward) and then Renaissance (Renew) as they should have been, leading to a much lower presence and impact in the domestic political scene as if only the Elysée presidential leadership mattered, this possibly reinforcing the arrogant image we know. In other words, Macron, while an effective and sound leader for our challenging times, behaved like a de Gaulle while not really having saved France like “le grand Charles”.  To be fair, his tactical approach in the 2017 presidential elections had been to sell “himself” while marginalizing if not destroying both the erstwhile “parties of government” which were the Socialist and Gaullist parties (the latter by then Les Républicains). He succeeded in marginalizing both politically moderate parties which gave rise to the extremes with the NR and the far-left France Insoumise (Unbowed France) led by former Trotskyist Mélanchon, the latter which is today the core force of the NFP. Some of Les Républicains MPs (including Eric Ciotti, their quite radical, Nice-based, President) joined forces post-European elections with the NR out of sheer existential need, even if losing their political souls and roots – de facto imploding their party. If anything, Macron unwittingly created the electoral rise of the extremes even if he likely never saw the emergence of the incoherent NFP that hurt his bet for centrist Renaissance (or Ensemble, another new name for the elections) to defeat the RN like in 2022, via a republican coalition as the sole option to do so.    

This snap election put the RN in a stronger position in French politics even if it did not secure a relative or absolute majority as many would have clearly expected. It is thus worth understanding how and why such an extremist party was ever on the verge of power in France. There is no doubt that Marine Le Pen, daughter of the true founder of the RN (then Front National before the name was changed in 2018), worked hard over the last decade to make her party less extreme, even if still with a far-right flavor, making it more appealing to a wider electorate. When the original party was founded, it was clearly focused on the arrival of North African workers in the 1970s (mostly Algerians post-1962 independence from France), providing a taint of racism to the program of the then Front National. We are now fifty years later. The changes led by Marine Le Pen to make the party more widely acceptable (even if national identity remains a key RN facet) did not make her party and key members any more competent to manage a country like France but the RN still stuck to a focus on securing votes rather than being a party of government. As for the left wing NFP coalition that was agreed within four days, it put together parties at times with little in common: Socialists, Communists, Ecologists and Far-Left, making for an unlikely government should they ever win an absolute majority in the legislative elections, even always a highly challenging possibility. It is clear, however, that the sudden electoral rise of the RN gave the opportunity for all the disparate left and far-left parties to get together, even if they could never work together, to show a fictitious gathering solely aimed at beating the far-right based on “very broad” republican values and principles but not on policies, especially of the economic kind.       

What we saw in a key election with a very high participation (66.7% and 67.1% in the first and second rounds respectively) was the electoral rise of two largely government-incompetent, if not disparate for the NFP, political groups. The NFP, created opportunistically by leaders with irreconcilable differences, making endless promises to many voters wanting less taxes for themselves and more for the wealthy, more state subsidies, public sector wage increases, an abandonment of the retirement age reform, pension increases or the return of the wealth tax.  Given its absence of serious consideration for its funding and the economic damage to follow, this opportunistic and vote-grabbing program led the French investment and business communities to almost prefer the RN, which they assumed would be more reasonable or indeed manageable should they ever win. Before the first round, polls (later confirmed) unexpectedly showed the NFP with results below those of its constituent parts during the European election, this reflecting its clear lack of internal coherence and reduced overall support. It was very hard, if not impossible, to see such an opportunistic coalition leading to any stable form of government, even if a wall against the hard-right extremism of the day – eventually a winning wall but with its centrist partners.  As for the RN, which led in the polls, the economic program seemed very vague, besides less funding for the EU (though staying in it and keeping the Euro unlike in the past), even if naturally vote-grabbing, its main focus being immigration and linked security, all flavored with an anti-“remote Paris elite” message. The RN made sure to stress policies like forbidding dual nationals in sensitive top public service and government jobs, like in the defense sector (even if some RN officials also mentioned a past French-Moroccan Minister of the Education as a case in point). Another key RN mantra was to restore “order” in society, hence the uniform in schools and addressing teachers with the formal “vous” – proposals which incidentally might appeal to quite a few non-RN voters.

Most neutral observers (if ever possible) focused on economic impact that would see the NFP triggering a capital flight while the RN would create a debt crisis that would not help France’s already high public deficit. Having a prime minister like Jordan Bardella, aged 28 with only a high school degree (even if with the highest marks) – not a fact often stressed as being sensitive – and zero “real” job experience apart from his political engagement at an early age, would be a drastic change for a country that was “managed” since 1945 by very educated (usually highly selective ENA graduates) and experienced individuals on all sides of the mainstream political spectrum. Such a clear and unusual leadership move naturally fit the anti-elite focus of the RN and some of its supporters. Bardella’s surprising statement a few days before the first round, that he would only go to Matignon (the Prime Minister’s office) if the RN obtained an absolute majority, made some wonder about the actual meaning of such a statement as if he might have felt, deep down, that he was unsurprisingly not equipped for the job – indeed a simple reality fact. Focusing on him, it is interesting to see the Taylor Swift impact – without, so far, the amnesia effect we now know happens at or after her concerts – that Bardella (and indeed the “Bardella mania”) can have among young voters who see themselves in him, especially if coming from poor backgrounds and likely without many degrees at hand. This picture would change slightly if looking more closely at Bardella‘s father, amusingly of Franco-Algerian descent, who was a successful entrepreneur while his son went to private Catholic schools, something the RN does not much mention, preferring the tough Seine-Saint Denis suburbs, high rise building, and Italian-emigrated single mother story on offer. With all due respect, Bardella, admittedly very engaging and well-dressed, may be the most recent and successful political case of primarily focusing on grabbing votes regardless of what comes after if winning – including policy implementation and sheer abilities. Such a tactical or indeed marketing approach is not a surprise if studying the challenging struggles of Le Pen’s party to convince voters over decades. The RN found the correct winning and even refreshing “medium” for our times so kudos are rightly deserved in terms of political acumen, this even if not fully winning today.            

It is of course easy for some of us, also given our levels of education and careers, to not understand why some people would back extremist politicians who have no government experience and only offer simple solutions to complex issues in order to get votes. The far-right parties, and their politicians, are usually not government-focused as their aim was always to increase their forever minority electoral stake over the past many decades. I grew up in the 14th arrondissement of Paris where Jean-Marie Le Pen launched his first and forever losing legislative candidature in 1972. Over the years, I would have never thought Marine Le Pen could reach the second round of the presidential election in 2017 and 2022 and be on the verge of Matignon, via Bardella, in 2024. Marine le Pen, while clearly the daughter of her father (she sure can thank him for where she is today, even if she tactically expelled him from the party in 2015 as part of her reengineering drive), eventually saw that the best route to increase her party’s popularity was to make it more acceptable, less autocratic in its program and clearly distant of its fatherly roots. She certainly succeeded, even if the tools are still much election-focused like the selection of a very young and naturally untested Bardella to appeal to new, social media-inspired, generations, who incidentally do not share the memories of WW2 and her father’s party and want a “quick change” to their own fortunes, all the more if many of them have not followed traditional higher educational paths, which they may feel should matter less in these new times.

One has to be fair, as the RN voters and supporters are by and large not “neo-Nazis” or even far-right extremists as we defined it (some historically and ideologically are of course). Many are primarily upset by the immigration slide they felt in their country for decades and the gradual lack of national identity, while a French approach to Woke takes place and the “small ethnic white” is no longer associated with the homeland, also due to globalization, in spite of its history and what was France. Immigration and national identity are the key natural drivers of RN supporters (along with associated security), which are deemed more important and easier to understand than sheer economic matters, even if the RN is still weak in its proposals on this latter key front that could hurt the country very seriously. Contrary to what James Carville famously said in the US elections of 1992, this time “it’s the economy, stupid” does not apply even if it should. Cost of living anxiety is naturally always a French electoral issue as if reflecting the perennial French state of unhappiness about their own social conditions. The RN supporters, however, deeply feel more that “it is about who we are”. Immigration is another name for national identity which is cautiously handled as it can be taken as racism in this context if too carelessly used. It is a very challenging approach, all the more as we know that this national identity drive is directed against core Islamists but also French Muslim nationals (and to some extent, though not as much, black Africans even if the composition of the French football team has had a healthy impact on this sad angle). Many of these immigrants came to France generations ago in the 1970s as France needed to build its roads and bridges, then leading President Giscard to set up the ‘family gathering” program to make it more livable for them. This strategic move led to the development of large non-ethnic French populations usually living in the suburbs of Paris and Lyons if not “taking over” cities like Marseilles in the south of France, closer to Algeria. Today the Muslim population of France (citizens and non-citizens) is the largest one in Europe (some would add akin to its Jewish population, but on a different scale). A side issue has also been the much higher birth rate among these new French at a time when the natives’ own went markedly down over past decades, creating a real issue in France even if following a European if not Western trend. It is clear that the French colonial history explains the strong Arab component of the French population (again, many of them fully-fledged citizens) in many suburbs of these large cities and that integration could never be smooth – even if with hindsight more government focus should have been applied. And then ghettoization clearly took place as the native French did not want “mixity”, this helped by the limited financial resources of these legal immigrants and their families who could not afford key city centers (all these issues often gradually creating “zones of non-law” in the banlieues where the police often do not even enter these days, even if the vast majority of French nationals of Arab and African origin residing in these parts are law-abiding citizens). One of the RN boosters may have been the memories of the suburban riots of the late summer 2023 where thefts and destruction were focused on the very areas where the non-native local population or at times its third French-born generation lived (average age of the culprits: 17 showing the urgent policy needs to deal with the issues at hand). Politically, it is also interesting to see that many of these new French today vote for the far-left France Insoumise party (when not also activists), which is also the leading member of the NFP making it more understanding on immigration issues – and de facto one of its weak points (with higher taxation) for many voters who wonder who they should support today. One of the appealing features of the RN program to its voters is to prevent children born in France from foreign parents from securing the citizenship (a standard practice in the US even today), a feature also linked to the much higher birth rate among non-natives. It should be stressed that, unlike in the US, illegal immigration is not the key issue (even if RN voters would disagree), France not having a serious border or “wall” problem like in the US and not dealing with “unwanted boats” like in Southern Italy. Unlike for Germany, France did not deal with a massive influx of refugees from Syria in the mid-2010s, which Chancellor Merkel largely welcomed out of key needs for workers to develop the German economy (similarly Ukraine did not provide a strong influx of refugees of the type seen in Poland). Liberal democratic and “centrist” governments, especially in Europe, have been notoriously weak in tackling issues like immigration, especially from Africa, so as to ensure that an always challenging integration was well-managed and indeed lived well by their native nationals, usually fearing being too easily accused of sheer racism – and they are paying the price after 50 years of benign neglect. To be fair, many RN voters do not live in the “non-French” suburbs they decry nor do they suffer directly from any aspects of what is an unsuccessful integration, but they see the news (social media not helping either) while the RN exploits them, working efficiently on their desire for “change” in many areas to steer voters away from traditional political parties that ruled France for decades. And it is fair to also realize, quite aside from the hot immigration issue, that a lot of rural French areas feel lost and disenfranchised today, this driving some local voters against a historically centralized France and global Paris elite at a time when large cities keep growing. Change at all levels is therefore the key driver for many French voters, however desperate and gambling in nature it may be. Change was also the more understanding driver in the last British elections after 14 years of Tory “leadership” and a chaotic Brexit experience. Change is also found as a top driver for voters even if governments have an acceptable track record as seen across Western democracies and a cause for concern for Joe Biden when facing an erratic and populist Trump in November, all the more adding to his age and debating performance issues.            

It is a fact that younger generations of voters – many of whom support the RN – do not experience the repulsion felt by older voters regarding the name of Le Pen and its family past (the largest age group of non-RN voters is the 70+ year one, likely as memories of WW2 and Jean-Marie Le Pen stuck more easily). Newer generations comprising young voters do not share the same memories, direct or indirect, of WW2 and its aftermath. It is also fair to say that many RN candidates and now Députés are young, many of them women, very presentable, nice and engaging as seen in the various French TV interviews during the election. In a positive drive, even if politically-motivated, RN elected officials have also been known to bring back old school local politics by getting closer to their residents like in Hénin-Beaumont or Perpignan that were the first large cities to go the RN way. In many ways they provide a clear image break with the historical hard far-right personalities known to an older public but also those seen in recent years. To be fair and true to tradition, a few RN candidates were also unexpectedly found to be legally ineligible, not wanting to debate their opponents, having posted racist and homophobic comments on social media while one lady candidate having to withdraw due to an old Facebook photo of her wearing a Nazi officer cap or another one, nevertheless finishing first, not having been seen on official electoral posters if that were ever possible – this also showing a real internal vetting weakness even if preparation time was scarce. The main problem with RN supporters is that they forget or do not want to see that RN leaders (or even local candidates) are not skilled or experienced to govern and usually poorly trained to deal with the intricacies of economic issues and the implications of politically-motivated policies. It was no surprise to see Bardella, clearly focused on the RN’s economic program pre-first round, to manage the concerns of many, showing reasonableness – read readiness to forget some drastic proposals – flavored with reassuringly old-style political messaging. It is also a fact nobody dwells upon the fact that the French, compared with other nations, are by and large not known to be experts on how the economy works – or not. It is even possible that the simple and easy “the rich will pay” also speaks to the nation’s colorful and engaging Bastille Day roots (even if the RN is not as economically radical voter-focused as the far left given its historical constituency and main natural focus). On the fun side, polls showed one week before the first round that a majority of voters (assumingly RN ones) trusted Marine Le Pen most on the economy – “trust” being the right word as there is no evidence of her knowledge in that field. Time will tell but it was clear that the RN leadership was already backtracking on much of their bold economic program, which today is vastly unfunded, this even if RN voters do not mind and are ready to see what happens, truly hoping for the best and indeed wanting “change”, however still drastic after seven years of Macronism and indeed decades of traditional parties in power. One strange, but expected feature as it is quite French in nature, was the total lack of interest on the part of RN voters in foreign policy issues at a time when geopolitics are back on the front scene of all governments with clear impacts on daily lives of citizens, Ukraine being a case in point. The prospect of WW3 and how to manage or avoid it in a productive way for France and Europe was not a top issue at all, also maybe as the war in Ukraine has been around for quite a long time by now. On the reassuring side and constitutionally, it should be stressed that French foreign and defense policies would still be the remit of the President in the extreme case of a “cohabitation” even if Marine Le Pen would disagree on the latter and budgetary features would be overseen by the government.   

On a side key note, and while foreign policy was not a core electoral issue, it is clear that the massive “October 7” Hamas terrorist attack on Israel deepened an RN “detoxification” effort witnessed over the last decade. Marine Le Pen, while breaking with her father’s party roots, decided to focus on Islamism as the enemy while stressing that her party was not anti-Semitic and now indeed a strong supporter of Israel. This gradual shift led many Jewish voters, including leading personalities, like the renowned 88-year old Nazi hunter Serge Klarsfeld, to declare, to the surprise of many, their support for the RN in these elections. Today nearly 20% of French Jewish voters would vote for the RN, this reinforced by the far-left France Insoumise’s pro-Palestinian positions and keffiyeh-wearing members seen at many protest marches. These reinforced RN changes are also happening as a form of Gaza war anti-Semitism has been on the rise in some quarters in France, home to the largest Jewish population in Europe, this more likely creating confrontations of various types allowing the RN to focus on anti-Islamism (Israeli officials even congratulated the RN for their now very official stance). On a not unexpected note, the renunciation of an always unofficial party anti-Semitism by Marine Le Pen might not have been followed by the core grassroots who still find issues with both local Jewish and Muslim Arab communities, a feature that must make her 96-year old father, convicted for anti-Semitic remarks and hate speech, smile and the topic of family discussions, assuming father and daughter are still on speaking terms (in terms of hate speech, French readers may remember the awful “Monsieur Durafour-crématoire” play on words referring to Nazi concentration camp ovens when addressing a government minister in 1988).                 

The second and final electoral round involved tactical policies of withdrawals agreed between the so-called “republican” parties or indeed election groupings (mainly NFP and Ensemble, Macron’s election grouping) to beat the RN candidate. This approach was at times not uniform as while all NFP candidates, including far-left ones, would step down if having come in the third position in the first round, some Ensemble candidates decided not to withdraw to assist a far-left candidate even part of the NFP, as deemed un-republican, even to beat the RN. And Les Républicains, keeping to their unusual approach, decided not to back officially any other party candidate (de facto meaning not supporting a competing far-left candidate against RN so not following the proposed anti-RN “Republican pact” for the final round but also eventually having their own voters casting their ballots for the RN candidate against the NFP – if indeed wanted by them on a case by case basis). As the second round unfolded, we saw the RN surprisingly missing its expected target while the NFP coalition was securing a relative majority in Parliament, albeit a very small one. It is clearly a major shock and a serious management challenge for the RN as everybody, including them, believed they would finish first (and not third), even if they naturally stress how happy they are about their real but small progress in terms of députés. The Macron group, while finishing second in the election, is still the first “real” or certainly coherent parliamentary group in the National Assembly given the coalition nature of the left to far-left NFP that comprised four major parties and smaller gatherings for these elections. As no party secured an absolute majority of 289 seats, none will not be able to automatically govern France directly for the duration of Macron’s term until 2027 in what is known in French political folklore as “cohabitation”, like the Mitterrand-Chirac duet in 1986 between the President and the winning opposition.  

Things are now unfolding as to how France will be governed, the only certainty being that the country will not enjoy a stable or clear path with a fractured National Assembly providing no clear government, at least as of today. It is possible that a RN-inspired government, would have been far more moderate than many rightly feared, while following the current and previously unexpected Georgia Meloni model in Italy. While Marine Le Pen had started toning down some of RN’s economic proposals before the first voting round, Bardella clearly stated that a RN government would not change French foreign policy directions, including in relation to Ukraine (this in spite of past pro-Russian feelings among the RN leadership and its financing history as seen during the 2017 presidential election). The economic impact of the RN in sole power would have been very strong in terms of public deficits, which are a key French issue these days, also for the EU, even under the deficit-spending Macron leadership. The likely path following a relative majority, whatever its eventual nature, now results from a “hung parliament” (one might wish if being caustic) leading to a caretaker-likely technocratic kind of government à la Mario Draghi, but highly constrained in what it can achieve (without the very Gaullist censure motion known as “Article 49.3” allowing the circumvention of the National Assembly) by the sheer weight of the RN at the legislative Palais Bourbon.      

Assuming that France is not going to be totally frozen in its governance, it is clear that Macron will need to work with a coalition, whether it is a wanted one or not. It is unlikely, if not impossible, that Macron and the incoherent NFP could work together, whatever the latter’s results even if still implying a very small relative majority in a fractured parliament – given its far-left component even if its other more moderate parts still might be open to it. It is clearly unlikely that all members of NFP could work together as the NFP of today in any government. It would also be more possible that a partnership between Macron with the Socialists, Ecologists and some non-RN Républicains could work out. Looking at potential scenarios pre-final election results, a governance driven by some sort of “understanding” with a practical RN could have been an option, had they secured a relative majority – though a distant one if something better for Macron could have been achieved – even if many on both sides would not have been be very happy about this outcome. As mentioned by French political scientists, the competence factor, which is a key issue for the RN, could have been dealt with thanks to experienced “opportunists” (maybe from the center right Les Républicains for those now working with Le Pen) self-servingly interested in an unexpected comeback and top ministerial front roles to rationalize the moderation of the RN and save the day in terms of government and policy management. This most-needed input would have gone with a reversal from the RN (as already seen, pragmatism being naturally their key driver electorally) on the most controversial economic policies formerly on offer like the retirement age reform, while funding would be a major driver in what stays from their program, all the more given the existing public deficit. This dual practical shift and arrangement would have to be managed without losing the RN’s soul and most importantly its voting base so it is very likely that immigration and security policies would have stayed and would have had to be adopted by the new government under the three remaining years of the Macron presidency. One unknown factor given France’s well-known experienced and highly trained top civil servants, traditionally an apolitical corps, is whether they would have been amenable to working alongside such an unusual scheme with and for, even if indirectly, a far-right populist parliamentary leadership with little credibility in terms of sound government experience.          

Time will tell, but Europe and the world need a stable French government, all the more as we go more deeply into the third year of the war in Ukraine while the electorally ignored geopolitical issues and key relation with the EU (that also looks at the high French public deficit) will strongly come back to the fore sooner rather than later. In addition to the likely economic backlash of an RN (or NFP) economic program, if ever fully implemented, would have been the damages done in terms of potential reductions of net EU funding or Brussels’ reactions to excessive Single Market rule-breaking subsidies to French agriculture and businesses. Such bold French moves could also have led to similar stances from member states where the far-right is also increasingly active and ultimately the weakening of the EU. Another RN-led immigration-related management issue would have been the possible infringements of the European Convention on Human Rights. Such French electoral developments could have also possibly created a crisis of the Euro given the large size of the French economy together with highly negative French stock exchange reactions as seen in a telling post-first round preview. And it is not clear, in spite of reassuring words from the RN, whether one of the indirect winners of these elections would not have sat in Moscow. While his civil war comments may have been overstated, there is no doubt that Macron was counting on the next three years to show the French, in a worst-case scenario, how unequipped an RN-led or -inspired government would have been, leading to a defeat of Le Pen in the 2027 presidential election (and twenty years or more back in opposition). Although we should also realize that one historically key problem with far-right parties and leaders is that when they win elections – even if not really the case constitutionally in a potential best RN case scenario – it is often the last time you have one. Assuming new legislative elections were still on the cards as a way to provide France with a more coherent leadership, the earliest one that could be called constitutionally by the President, would be in late June 2025 after twelve months of potential democratic chaos. Obviously, and while it may take some time to get to a sound governmental way forward, we should all hope for historical homegrown Cartesian Reason to prevail – the sooner, the better. 

On a final note, it is useful to note that “vote-grabbing via easy solutions to solve complex issues” (admittedly one of my blog tenets since 2018) as offered by far-right populists is a current trend in our democratic world globally. While these “solutions” would often fail, also as government and management competence are not key features of populists, they reflect two things: i) the need for “change” and trying what was not tried before, even if at times unfounded and out of despair or exasperation and ii) the fact that governing in a democratic context is challenging today as voters want quick results, and are tired of what they see happening or actually not with traditional governments, at times for good reasons. Lastly, it is indeed possible that Macron’s early worst-case scenario feeling, that three years of the RN at or nearly at the top of France would flesh out its shortcomings, is right but it is also risky. As stated but it needs stressing, governing democracies is very challenging today and often electorally loss-making as we see everywhere hence why autocrats (also in essence), once in power, do away with (real) elections and indeed democracy. Having said that, even an illiberal Iran surprised us in the right way with its latest election results. Time will tell for France as the plot is unfolding so let’s keep hoping – and working – for the best.  It certainly could have been worse for France as most polls consistently showed, making pollsters the real unexpected losers of this snap French election.

Warmest regards,

Serge

New Cold Wars (David E. Sanger)

28-6-24

Dear Partners in Thought,

Many of you expected me to give you an Interlude on what is happening in France with the dissolution of the National Assembly by President Macron and the new legislative elections that will take place in the aftermath of the European parliamentary elections. Given the importance of the moment for France and Europe and the constant flow of news, I will send you an interlude right after the final results in the week of 8th July so as to provide a calm explanation of what happened and is to be expected—hoping that the center may still “hold” even if the polls are not reassuring, given the odd electoral set-up that has unfolded.  

I would like now to cover another, admittedly very long, book (hence the extensive Book Note) on our new challenging geopolitical times that naturally focuses on China’s rise and Russia’s invasion, both main features of “New Cold Wars” (“and America’s struggle to defend the West”, a key sub-heading), the latest book from David Sanger, the well-known New York Times journalist and CNN contributor. In doing so I realize that this is yet another book on our current geopolitics, but this author goes deeply into the roots of what is happening today, linking history to our current times. The new cold wars are naturally those dealing with Russia and China in the 2020s. Russia, which was the old Cold War superpower, nemesis of the West gradually slid into irrelevance, leading to an aggressive existential search for a deemed lost glorious past. China, that was irrelevant economically and geopolitically to the West at the beginning of the new century, grew into an aspiring world leader, even if struggling demographically and economically in recent years. The two countries at times aligning their diverging interests against the West, whilst not yet creating an axis, while their respective relationship positions changing from senior to junior would-be partner, this to the likely dismay of Putin. “New Cold Wars” is very detailed and full of personal accounts, each chapter a potential book of its own, but also making for an amazing puzzle with all its pieces put together uniquely describing US foreign policy and its struggles in an increasingly-new era of post-old Cold War 21st century.                  

As I write these lines, and feel the link between past and present (as seen with the return of history), I have to mention the recent D-Day 80th anniversary celebrations in Normandy, where we saw the emotional event combining veterans in their nineties and sometimes older with young men and women in their late teens singing liberation songs. Those young singers were of the same age as that of the veterans who started saving democracy on Omaha Beach and at the Pointe du Hoc in early June 1944. It was the most vivid demonstration of what matters in an amazingly emotional way. It was also a message for those who favor an ill-fated and self-harming isolationism of the 1930s type in America, while reminding us in Europe that Ukraine matters, and existential revanchist powers lost in searching for their imperial past should be fought without question. This picture was all the more relevant when so many populist and far right political parties have increased their positions among European electorates, at times threatening to destroy the social and economic stability of key countries like France, on the back of easy answers to complex issues, vote grabbing initiatives, and a challenging era when many voters have become lost, not helped by the rise of social media and the growing inability to understand what matters in our societies.   

As Sanger stresses, there is no doubt that at the beginning of the new century, and a decade away from the end of the Cold War, there was a clear feeling that a democratic (even if chaotic) Russia, and a rapidly growing China could be part of the Western-led order for everybody’s benefit. It was a time when George W. Bush could see into Putin’s soul and the latter would sing with Oscar ceremony attendees. 9-11 helped the US and Russia get closer, but as terrorism and the war in Iraq consumed the former, the latter showed it would ultimately play its traditional game which was not a peaceful one, as seen with the invasion of Georgia in 2008 and before, in 2007, the massive hacking campaign against Tallinn that we almost forgot. Fiona Hill, who was working at the White House under Trump before being a key critic like many of her former colleagues, had a very thorough take on Putin, stressing his anger at the former Soviet leaders who had destroyed the Russian empire of the Tsars, and could not keep the ill-conceived Soviet Union thriving while destroying the very essence of Russia as a nation.

Sanger stresses the need for the West’s willingness to integrate Russia in its fold, which Putin was seemingly not opposed to in his initial years as trade and globalization were helping. However, Putin felt that the West was not playing a fair game, feeling that Russia was losing its former status, all while NATO was expanding its membership to its very borders. NATO expansion, which was more an integration move focused on former Soviet states and allies than a hostile drive against Russia, became a focal point for Putin, leading eventually to strange statements that NATO was about to invade Russia in early 2022, hence “officially” the reason behind move against Ukraine. As Sanger describes it, the key turn in the Russian-Western dialogue happened at a Munich security conference in the Spring of 2007 where Putin, to the surprise of all attendees, started to voice strongly unheard resentments against a West aiming to marginalize a Russia which was only still heard out of courtesy as it was a nuclear power. We then go through the almost amusing Putin-Medvedev show of switching from President and Prime Minister in 2008-2012 only to get to a time of the first major demonstrations in large Russian cities, leading to a liberal Boris Nemtsov and then (initially controversial) Alexei Navalny taking key opposition roles, only to meet terrible fates later. 

The book is clearly focused on both Russia and China, peppered by Sanger’s personal stories and dealings with key players over the last 30 years. We see Robert Rubin, the Clinton Treasury Secretary and ex-Goldman Sachs leader, who went to Beijing for the first time only in 1997, as China had not been that relevant to the world order or American interests (and indeed Wall Street) before then. It is interesting to see how one man, Zhu Rongji, now forgotten, who was a former Mayor of Shanghai and head of the People’s Bank of China, was the driving force in the late 1990s in the economic and trade opening of China, to the point of marketing key US business leaders across America to ensure they would lobby the Clinton White House and Congress to make sure what we would vividly see then as globalization, or peace through trade and investments. One of the key features of Sanger’s focus on China at the time is that, while the US wanted to integrate it in the global economy (also as it served its own interests) the country already started its hacking and proprietary theft campaigns under the George W. Bush era, well before the start of the 2012 Xi leadership that became known for a more assertive, if not aggressive, approach to bilateral relations and positions on key matters like Taiwan (even before the famed Nancy Pelosi visit in the summer of 2022 that triggered, or actually facilitated, expected self-serving reactions from Beijing looking for strategic contention). Sanger devotes a full chapter about the various phases of the Pelosi visit and its impact, as well as a history of the US-China and US-Taiwan relations, making us remember, as many of us forgot or did not know, that China was only diplomatically recognized as the sole Chinese country by the Carter administration in 1979.    

As Sanger points out, and looking back at Russia since the end of last century, one could be forgiven for seeing Putin suffering from a seven-year itch from Chechnya in 1999-2000, Georgia in 2007, Crimea and Donbas in 2014 and finally the whole of Ukraine in 2022. All while the US and the West did not really see a Russian return to existential imperialism, as shown with how US administrations did not want to re-engage in a fight with Moscow, this until February 2022, also as the main issue in Washington was “China-China-China” and how to contain its fast rise and less than acceptable ways of asserting it. By clearly crossing the line in February 2022 Putin ensured that the West, led by the US even if not at its best of domestic political times, would focus on Moscow again. There was no clear willingness on the part of most of the Obama administration to confront Russia, partly as the Iraq and Afghanistan experiences had left some tough marks, but also as not many thought Putin would ever go further than Crimea, which many in Russia and indeed Crimea felt was Russian. And then there were economic imperatives with Chancellor Merkel leading to the Nord Stream 2 oil pipeline project that would see Germany and Europe getting more energy and as she hoped would ensure a more rational Putin (Germans were always very pragmatic in dealings with Putin’s Russia as shown with Gerhard Schroeder negotiating the Nord Stream 1 agreement and then going to the board of Rosneft as he left his premiership, enjoying “extravagant” remunerations). One of America’s key challenges at the time stressed by Sanger was its inability to shift from an understandably long focus on counter-terrorism and its associated wars in Afghanistan and Iraq post-9-11, to return efficiently to face a mix of direct superpower competition with an ever-rising and aggressive China and an “existentially hostile” Russia as gradually seen from the early 2010s. 

One of the key early mistakes of President Trump and most of his team was to concentrate on trade relations with, and imposing huge tariffs on, China while not seeing Beijing’s core focus on technology and military dominance in Asia and more globally. China was undertaking many aggressive below-the-radar initiatives via its intelligence services that were dismissed by the White House as minor demonstrations of a rising power that was trying harder to exist. The “Trump” section covering his presidency is full of anecdotes, often new ones, showing the man reacting to world events in ways that can be expected. One of the main stories is his dealing with newly elected President Zelensky and his firm belief that Ukraine belongs to Russia with a leader he liked, while Kyiv was responsible for the 2016 interferences in US elections (and not Russia as it will be proved later), which will also ultimately lead to Trump’s first impeachment that will be voted down by all GOP Senators but an ever-righteous Mitt Romney. Sanger describes a chaotic four-year term peppered with never-seen-before presidential behavioral features, even if many Americans feel today that it was a sound economic period compared with that of the current Biden term—even if macro-economic data would suggest otherwise.  Sanger provides many anecdotes regarding the January 6, 2021 storming of the Capitol (including Russian and Chinese comments on the clear weaknesses of American “democracy”) and the unusual lack of institutional willingness on the part of the Trump team to operate a smooth transition with the incoming Biden team (Trump would not even be present at Biden’s inauguration in a locked-down DC, like Andrew Johnson had done for Ulysses Grant 150 years earlier in post-civil war traumatic times). In January 2021 as America was leaving the “differentiated” Trump era and style, the focus was not yet on the hardening of its Southern borders or a return of a new and hotter, multiple, Cold War.                         

While Trump mainly focused on trade short of a new overall strategy with China, the new Biden team, notably with Jake Sullivan (I find excellent), realized quickly that the policy of engagement with Beijing had failed as getting closer to and integrating them in a Western, if not American, rules-based international order would never make them change their political system, economy and foreign policy—even if they had played a tactical game for years as they were getting stronger. Old style engagement with China was de facto over. While not old style “containment”, US policy toward China would then be focused on a “state of clear-eyed coexistence on terms favorable to US interests and values”.  Areas of conflict became clearer, such as technology (we saw recently with TikTok), territorial ambitions, influence campaigns from Latin America to Europe, and naturally Taiwan—but also Hong Kong in a departure from the times of Henry Kissinger and Brent Scowcroft. This reassessment would lead to a new US focus on Asia and strengthening alliances, at times when Europe was no longer the main center of interest, even if Russia was considered always potentially hostile by Trump’s team, if not the man himself.

This drive was combined with a refocus on the American economy and ensuring China was cut off from US technology sources while spying was better checked across American society. The era of full US-Chinese globalization, once described as the “flat world” in terms of manufacturing, was also largely reduced, if not totally over, in what Xi saw as “containment, encirclement and suppression” even if still officially open to working with US firms as seen with the much-heralded visit of US business leaders in Beijing in late April. While the relationship was changing, the Chinese leadership, via its new ambassador to the US in 2021, made sure to stress in an odd way that it was still a “whole-process democracy,” to answer Biden’s reference to authoritarianism, stressing the interdependency with the West, and that it would never lose a cold war made against it—reflecting Beijing’s self-assurance and making Mao proud in his grave.    

As Biden succeeded Trump in the chaotic period we know and even with hopes rising high for better times, a major ransomware attack, targeting the Colonial Pipeline infrastructure and American car drivers, took place in May 2021. While it turned out that the culprit was Russian-based DarkSide and not Russia itself, the US took the right view that Putin was harboring ransomware gangs that were clearly tolerated (and soon encouraged) to act against Western interests. While the Obama administration did not want to trigger clashes over such events, hoping for the best in keeping mending relations, and Trump liked Putin while being focused on Chinese trade, the US under Biden would decide to confront the Kremlin, also gradually feeling that a return to an old imperialistic Russia was on the cards. The Biden team saw a Russia in decline that could take bold steps to reassert itself in the concert of key nations to which it felt it belonged.                      

Another key feature of the book involves the chaotic withdrawal from Afghanistan—likely one of the most tragic and worst US foreign policy moves and Biden’s top foreign policy black mark, negating the promises made to women and girls that the school-forbidding Taliban theocracy would never come back. Most, if not all, key Defense and State officials were against a quick withdrawal from Afghanistan, while Biden wanted to stop an admittedly 20-year costly experiment as America faced other strategic and geopolitical challenges. Sanger devotes a full chapter, full of details, to the unfolding tragedy and what could be seen as the betrayal of those Afghans, many of them left behind, who had assisted America in changing their unstable and corrupt country into a democracy. While the roots of the withdrawal are to be found in the original agreement between Trump and the Taliban (the “departure” being a rare point of agreement between the two Presidents), the actual exit and abandonment of local partners who had worked with US forces was horrific (even if 123,000, mostly Americans, were chaotically evacuated from Kabul Airport in 18 days, showing the unexpected pressure due to the unforeseen quick return of the Taliban). This dark episode gave both China and Russia a perfectly good case to stress America’s ineptitude in foreign affairs, this likely leading to more aggressive stances regarding Taiwan and as we would see shortly, Ukraine. If anything, and while America did not want this end result, it showed it could not be efficiently in control of some of its key strategic and tactical decisions at the time giving rivals and enemies the worst kind of advertising possible as to why America was unreliable as an ally.

As the Afghan withdrawal came to a tragic end, US intelligence services were gathering increasing evidence that an invasion of Ukraine was likely to take place. Sanger depicts the ways that agencies were communicating their findings to the White House and were making an increasingly clear case, as of September 2021, in spite of various mild and broad denials from Moscow. An interesting feature was the debate about making some evidence public and breaking the mantra of intelligence agencies which should only work for the President and his senior team. Interestingly, many reporters including Sanger, some of whom close to the likes of CIA head, Bill Burns, were very cautious about this approach, fully remembering the case made public by the George W. Bush administration regarding the roots of the Iraq war in 2003. The case for the invasion of Ukraine had been made clear as of July 2021 (as Washington was quite busy in Kabul) by Putin himself in his seven-thousands word manifesto “On the Historical Unity of Russians and Ukrainians,” even if many were not sure what this “roadmap” meant at the time.

Another sign was the “partnership without limits” stated by both Putin and Xi during the summer 2021 Beijing Olympics that seemed to point to new times when old rivalries and even limited conflicts would disappear with a new focus against the West. Based on this key episode, that with hindsight made sense after February 2022, Sanger provides a very detailed account of the challenging relationship between Beijing and Moscow in the years since Stalin and Mao, and the gradual change in the senior and junior partnership roles we could see today (on a light note, many later felt that Xi was very keen on avoiding any invasion during the Beijing Olympics, even if Putin must have remained unclear as to what was an obvious move all intelligence agencies were expecting). 

Most of the last third of the book deals, unsurprisingly, with the war in Ukraine. Many interesting points are made, some new for many people. The US had sent four dozen cybersecurity specialists to counter pre-invasion hacking moves from the Russians— showing that the US knew what was coming. While Zelensky had not initially impressed many at home or globally as a born leader, the invasion and his own tenacity in the best role of his career changed minds very quickly, especially as he was determined to stay in Kyiv and lead the fight as the invasion targeted the capital city. The Russians were surprised by the fighting abilities of the Ukrainians in many ways and areas, notably when they could not easily take the Hostomel airport, twenty miles away from Kyiv, which they wanted to use for their early frontline troops, equipment and military hardware. The Russian military showed too-heavily a top-down military machine and command, symptomatic of autocracies, that prevented quick decisions on the battlefield and a weakness in “combined arms operations,” clear facts that nullified all the investments Putin had overseen in securing state-of-the-art military hardware for its forces over recent years.

The unnecessary brutality with which Russia prosecuted the war, with the civilian killings, looting, rapes, missile strikes on apartment buildings and shelters, as well as the deportation of children, strengthened Ukraine’s resolve, giving it a sense of previously unheard-of unity. The Wagner Group and its tested mercenaries, led by Yevgeny Prigozhin, seemed to be the only effective force on the ground— and unsurprisingly the most brutal (on a lighter note and back in 2002 Sanger had seen Prigozhin in another role serving dinner to Putin and Bush on the Neva in what were then new times).  One clear win for Russia was the early hacking of all the Ukrainian telecommunication satellites system known as Viasat, which only Elon Musk and his Starlink system helped restore, initially free of charge. It is clear that the Russian leadership mismanaged its invasion in sheer and basic military terms to the point they would have received an “F” in any war college. Russian forces were deployed too thinly along five major lines of conflict, without supply lines to back the troops, showing that no major combat operation had been envisaged, hoping for a bloodless takeover, believing that most Ukrainians were on their side, thus only requiring a decapitation strike on the Kyiv leadership and installing a local pro-Russian politician (Yevgeniy Murayev) as President.

The invasion, akin to an intelligence or police operation backed by troops that were not supposed to really fight, reflected the Kremlin’s lack of communication with its own military that had not been privy to any real details of the move against Ukraine. However, as size matters, the Russian forces felt they were making progress (clearly not wanting to admit failure), even if slow, in their invasion plans, hoping that the West would keep uninvolved (not a bad assessment in terms of “direct” reaction as we would see) as it had largely done since Crimea in 2014. One of the key lessons learnt by the West was the military ineptitude of the command and control of the Russian forces in spite of their advanced equipment—a frequent feature of autocratic regimes favoring obedience first—leading to huge losses on the battlefield, this even if a motivated Ukraine (trained by NATO since Crimea) could not likely on its own reverse the course of the war. The poor dynamics of the Ukraine invasion also reminded the world why Russian forces experienced so many losses during the course of history as vividly seen in WW2. It is, of course, hard to believe that Putin and his entourage felt that the operation, which should have taken less than a week, was successful in any way.  One wonders about the true feelings about this failed war in the Kremlin two years and four months later. Was it worth it?      

As Sanger stresses, the key aim of Biden was to support Ukraine while stopping short of direct involvement, an approach shared among European partners, even if the stakes were more vivid for them given the geography at stake. Biden apparently grew quite concerned about some leaks that the sinking of the top battleship Moskva in the Black Sea (today hardly a Russian sea) was enabled thanks to US intelligence and technical support, a step drawing the US closer to a state of war with Russia. It was clear that the Biden team spent much time in 2022 between finding a way to support Ukraine while not taunting Putin and get into an undesirable WW3. The nuclear power features of the invasion linked to the Zaporizhzhia nuclear plant seized by Russian forces, and the always-possible use of tactical nuclear weapons, especially if in challenging battlefield posture, added critical features to the way the US and European allies could react, the latter making many wondering how Russia was left with such an arsenal after losing the Cold War. The discussions between Zelensky and the White House over economic and weapons support, the latter that would keep changing gradually to meet Kyiv’s needs, were at times tough and challenging, while domestic politics and a GOP-controlled and Trump-friendly House of Representatives would not help with timing, as seen recently for many months. Sanger also gives a thorough account of the various sanctions hitting the core Putin team, the key oligarchs and the Russian banks that became deprived of access to SWIFT (combined with decisions to end Nord Stream 2 and gradually reduce European oil and gas purchases) while Russia found ways to go around some of them, at times with the assistance of China and other countries like India that needed cheaper oil access, while playing both camps, depending on the matter at hand.     

Sanger’s detailed opus is a work in transition, very much reflecting the world we know. Globalization, and even productive collaboration, as we knew them post-Cold War, seem to be gradually over, with a return to more self-reliance and control of supply chains if not isolationism (one of Trump’s recent ideas—to be checked for accuracy—would be to focus on tariffs while suppressing income tax, showing a combination of new trends linked to cheap populist vote-grabbing). The return of major wars in the heart of Europe and the Middle-East (leading the latter to a resurgence, even if unplanned, of antisemitism), rising tensions in Asia, the prevalence of personal ambitions over rationality (Brexit and then its mismanagement, Netanyahu’s post-dreadful October 7 self-serving horrific drive, Putin’s irrational imperial pursuit, Xi’s unclear master plan), the return of nationalism and populism with its various costly far-left and far-right flavors, added to the gullibility of voters still enjoying democracy, provide us with a dangerous multipolar chessboard at all levels, making it hard to believe in a happy future.  As for the US standpoint, Sanger stresses the new existence of Russia and China—also a possible nuclear power axis in a potentially new and dual Cold War scenario—assisted by Iran and North Korea, all working together on often joint tactical issues putting the West in a dangerous position. All at a time when the nature of US leadership is contested from within with the likes of Republican leader (if not hijacker) Trump and his positions regarding Nato or vote-grabbing protectionism from another age—this leading to a potential implosion of the alliance and the weakening risk of a Russia-threatened Europe that needs to (and will) invest more in defense. As Sanger points out, rejection of US interventionism, which was tainted since Vietnam but also Afghanistan and Iraq, due to its huge costs, mismanagement and ultimate results, is also shared by many Democrats, which explains Obama’s reluctance to “lead” forcefully as the US could have in Syria, but also during the invasion of Crimea in his second term.  One of Sanger’s last chapters is focused on the digital aspects of warfare, a key feature of the battleground in line with all the developments we know in the technological fields like AI. And obviously October 7 and its ensuing developments in Gaza are treated as part of the new geopolitical world we are into and like in Ukraine, seem to have no end in sight.                 

As Secretary of State Anthony Blinken (incidentally my high school neighbor in Paris during our teens in the 1970s) said: “This is not the world we wanted, or were trying to shape, after the Cold War.” While US-focused, Blinken’s statement should resonate with all of us in the West, including of course in Europe, especially today with a major war on our doorstep. Sanger’s book is very long and detailed but worth reading, given its well-balanced approach, and as its author personally dealt with the key protagonists on all sides since the Reagan times. It also provides us with links between past and present and reminds us of key events that we often forgot, and which unfolded always too fast in our complex and challenging world.

Warmest regards,

Serge            

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 Carré. 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 Carré 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 Carré 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

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 “Napoléon” 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