Monday, August 14, 2017

Two Potential Changes, Changes the Entire Paradigm of Asian Security


With North Korea going nuclear, the impact on the security paradigm in North Asia is immense. The North Koreans see the nuclear weapon as a way of regime security and they are correct, until they use them when the response will be disproportionate. This is more so since Gaddafi government in Libya gave up their WMD program only to have Washington turn on them.

The Chinese are extremely afraid of two possibilities, one the collapse of the regime sending large number of refugees across the border and destabilising their North-East area and second a merged Korea supported by United States at their border. The South Koreans do not want a war given the proximity of Seoul to the North Korean border and its artillery, notwithstanding nuclear weapons. The Japanese are more ambivalent of the situation given the distance and whether North Koreans would like to draw in practically all sides to war. The US is the only player really capable of action against the North Koreans and it is they who have to decide whether they could like to back down and use containment and deterrence or make war now. A quick look at the table below highlights the defence disparities.

US$ bn
1995-1999
2000-2004
2005-2009
2010-2014
2015
2016
Cumulative >1995
Japan
41
42
41
41
41
42
          904
China
31
59
106
171
214
226
       2,274
India
22
29
39
49
51
56
          805
Russia
19
25
38
53
66
70
          811
US
410
484
658
695
596
606
      12,442

Source: SIPRI, Defence Expenditure in Constant US$ 2015. Note: All 5-year periods are simple-averages.

Military systems are acquired over decades and it is not as much near-term but the long-range spending that matters. And, above does not capture the spends of the 5 decades before that on building up various bases and infrastructure. Training and perfecting the procedures itself takes time. And, US is practically the only country in permanent state of war. I am not looking to pass a moral judgment but real-life situations on daily basis help perfecting not only the machines, communications and bombs but also training of soldiers. Like Thucydides said in his epic about the Greek world where the city state of Athens was the maritime super power, “In other ways, too, the Athenians were no longer as popular as they used to be: they bore more than their share of actual fighting, but this made it all easier for them to force back into alliance any state that wanted to leave it.”  

The Chinese have been bartering their leverage with North Koreans for decades for better trade deals with the US. This is exactly how they played it in the first meeting between Trump and Xi only hoping things would not get as far as they have now. But China does not want to exact the ultimate price of stopping all fuel and critical supplies for the fear of North Korea turning on them as well or causing a regime collapse. Only reason they probably voted for UN sanctions was for the fear of trade sanctions. They may be willing to go further for American concessions on Taiwan. But that would be complete foolhardiness on the part of the US.

The real joker in the pack would be if America were to signal a willingness for Japan and/or South Korea to go nuclear in response to North Korean provocations. This would force China, North Korea and Russia to re-configure their security plans dramatically. Japan surely has the technologically capability of going nuclear given its sophisticated industrial base and given the Chinese threat it is only a matter of time where the Japanese may not feel fully comfortable with the American security umbrella and American’s may be more comfortable with a shared security burden, a direction in which Japan has been moving. The only big psychological barrier is the history of Japan in World War II.

It is not that the Chinese are not aware of the possibility, it is just not in the realm of reality yet.

The second is the state that builds an alliance with Iran has the opportunity of creating a new security paradigm in the Middle East. That the Saudis and the Iranians are fighting in every nook and corner in the Middle-East is well known – Yemen, Iraq, Syria, Bahrain or Qatar. But Iran is the more benign, powerful and stable of the two. I had written about this in greater depth in April 2015 (http://poleconomyindia.blogspot.in/2015/04/re-engaging-ancient-empire.html).

If the US were to turn around at some point and embrace the Iranians, it would create a frightening possibility for Saudi Arabia, Pakistan and Turkey. These countries have enjoyed significant patronage from the Americans. This has the possibility of stabilizing Afghanistan given the large land border from Iran to offer a counter to Taliban / other networks and possibilities of achieving a solution in Syria. If the Chinese, were to achieve this possibility despite American sanctions, it would open the internal route to Iranian oil via Turkmenistan and Pakistan stabilising the Uighur region. It would also open tremendous possibilities within the Central Asian countries given the influence the two countries would wield and would provide China an ability to emerge as a player in the Middle East. Although, given the alignment with Pakistan is a concern for the Iranians. For the Indians, Iran offers the only opportunity of opening up trade and access routes to Central Asia and to establish a permanent land route to Afghanistan and Pakistan’s restive province of Baluchistan. Both these are impossible without Iran.  

History moves in cycles. Countries interests dictate their moves. These changes will occur, only question is time and the manner.