STRATFOR.COM Weekly Global Intelligence Update
3 April 2000

Rogue States and the New Reality

Summary

We are in a transitional phase in global geopolitics. The previous
period was dominated by a single superpower whose primary concern
was global economic integration and the management of isolated,
regional powers it called rogue states. The new epoch will be one
in which there continues to be a single superpower, capable of
projecting forces globally. However, arrayed against it will be a
cluster of great powers, incapable of global power projection, but
able to match American power on a regional basis. In the
transition, rogue states will play a critical role. The great
powers will use the rogue states as levers in negotiations with the
superpower. As negotiations fail, the rogue powers will serve as
strategic assets, helping great powers act as if they were global
superpowers.

Analysis

During the 1990s, U.S. foreign policy focused on the threat posed
by what was dubbed "rogue states." These states, including at
various times, Iraq, Yugoslavia, North Korea, Libya and Cuba,
represented three classes of threat. Internally, they followed
policies disapproved of by the United States, and they threatened
U.S. allies and general stability. Strategically, some of these
nations had the potential for developing weapons of mass
destruction that in some cases could have threatened the United
States directly.

With the collapse of the Soviet Union and with the intense
engagement of China in economic relations with the West, the United
States found it relatively easy to isolate these rogue states.
Indeed, during the events that bracketed the 1990s - Iraq and
Kosovo - the United States could form massive coalitions to wage
war against them. The rogue states were isolated in the
international system and could expect a re-supply of weapons only
on a covert and therefore limited basis from a variety of
unreliable sources. They were isolated in international trade and
often traded under rules dictated by the United States.

The United States' policy was to isolate the rogue states, maintain
heavy pressure on them and ultimately create a situation in which
the rogue regime would fall, to be replaced by a regime more in
tune with U.S. global policy. U.S. national security policy was
obsessed with the threat posed by these minor regional powers.
Quite apart from the military effort exerted to contain these
regimes, U.S. defense doctrine took seriously the idea that major
conflicts with what were called "peer" countries would be unlikely
in the future and that the most serious military operations would
be waged against "outlaw" nations. Limited military operations
coupled with economic and psychological warfare were expected to
constitute the center of gravity for U.S. defense policy into the
21st century.

Given the operational and doctrinal obsession with rogue nations,
it is fascinating to note that in not a single case was this policy
actually successful, with the possible exception of Haiti. In not a
single case, from Iraq to Yugoslavia, did operations of varied
levels of intensity succeed in bringing down a rogue regime. From
both ends of the decade, Saddam Hussein and Slobodan Milosevic
continue to rule. So do Kim Jong Il and Fidel Castro. They were
contained, but they were not destroyed.

The ability to contain these nations had less to do with the
effectiveness of U.S. operations and doctrines and more to do with
the absence of a great power to serve as the center of gravity for
an anti-U.S. coalition. No great power found it in its interest to
challenge U.S. policy toward these countries by directly and openly
providing them with military, political and economic assistance.

More importantly, the survival of these regimes was not of
sufficient interest to any great power to trigger a serious
response against the United States. For example, had the United
States chosen to attack Yugoslavia in 1970, the probability of a
Soviet response would have been high. But the response might not
have come in Yugoslavia. It might have come in some area of vital
U.S. interest where the correlation of forces favored the Soviets.
During the Cuban Missile Crisis of 1962, for example, one of the
Soviets' options was to accept a U.S. attack on Cuba, but to
overrun Berlin. The fear of direct Soviet intervention, or some
indirect response, contained U.S. foreign policy. The reciprocal
consideration contained Soviet foreign policy.

There were no rogue nations during these years. Virtually any
nation could find a great power patron. The presence of great power
patronage limited the risk-taking of other great powers. The Soviet
Union, China and the United States calculated all actions against
lesser nations in terms of the potential responses by another great
power. This did not preclude military action. It, however, raised
the stakes dramatically and tended to contain the military actions
taken. During the Korean War, for example, the United States did
not bomb China or the Soviet Union. Nor did the North Koreans or
Chinese attempt to attack U.S. air bases in Japan. The Cold War,
precisely because there were very few rogue nations, limited
unilateral military adventures in a variety of ways.

The U.S. focus on rogue powers is predicated on the absence of
great powers prepared to challenge U.S. power and prepared to
convert rogue nations into client states. It is no longer clear
that this is the case. Both China and Russia have an interest in
challenging the unipolar world, replacing it with what they refer
to as a multipolar world. Tensions between the United States and
China have risen dramatically. While Putin is launching a
predictable diplomatic offensive, we do not expect it to be
successful. The gap between Russian needs and Western intentions is
so vast that very little can bridge it.

Indeed, this is precisely the point where rogue nations turn into
clients. China and Russia are not interested in massive
confrontations with the United States and the West. They are
interested in extracting substantial concessions and in reorienting
U.S. and Western policies in directions that are more favorable to
them. Their problem is that they have limited traction with the
United States. They can neither offer benefits of sufficient value
to change U.S. policy, nor do they pose threats of a sufficient
magnitude to change views.

One of the most serious problems faced by Russia and China is the
inherent inertia of U.S. foreign policy. Given U.S. power and
relative invulnerability, the United States operates with huge
margins of error. Unlike smaller, more vulnerable nations, the
steering mechanism on U.S. foreign policy is extraordinarily
imprecise. The United States continued to treat the Soviet Union as
its primary adversary long after it had ceased to be a functional
state. So too, the United States continues to take rogue nations as
its primary challenge when, in fact, newer and much different
challenges have emerged.

The lag time in U.S. policy making is, oddly, more of a challenge
to the rest of the world than it is to the United States, precisely
because of the relative margins of error available. The problem
being faced by both Russia and China is that although their
policies have clearly shifted, and they now regard themselves in a
much more complex and confrontational relationship with the United
States, the U.S. government has not yet evolved in its thinking,
publicly or privately. Individual officials may well understand the
shift in realities, but the mechanism of U.S. foreign policy, both
its public rhetoric and general operations, simply have not
evolved.

The U.S. is now facing a great power competition with near peers.
But the rhetoric and operations of the government remain focused on
rogue states. U.S. troops are committed against the former
Yugoslavia, Iraq and North Korea. Cuba remains an obsession. The
U.S. just launched an opening to Libya that seems to be bearing
fruit, while a loosening of policy has taken place with Iran. U.S.
policy continues to orbit around the rogue powers as if they were
of equal concern with that of China and Russia.

China and Russia's primary concerns are first, to get the undivided
attention of the United States, and second, to be taken seriously.
In order for the United States to take a country seriously, it must
perceive a threat. It is the perception rather than the reality,
particularly during transitional periods of U.S. foreign policy,
which is critical. The United States has, reasonably, not been
concerned with the threat posed by Russia or China. That is one of
the reasons why Putin has focused attention on nuclear weapons
again. It is one reason, among several, why China has chosen to
threaten Taiwan. Each wants to pose a threat to the United States
equal to, or greater than, the perceived threat posed by rogue
powers.

There is an obvious move open to the Russians and Chinese. Given
the built-in time lag of U.S. policy making, it is clearly in
Russia and China's interest to take advantage of the American
obsession with rogue states by turning them, at least informally,
into clients. This would definitely benefit rogue states, since it
would end their formal isolation from the world. It would also aid
them internally, since great power backing would help legitimize
their regimes. The advantage to a Milosevic, Saddam or Castro of
closer political ties, as well as military and economic assistance,
is clear. Moreover, the relative amount of assistance required to
make a difference is small enough that even Russia, in its reduced
economic circumstances, could have a substantial impact. China, on
the other hand, could make a tremendous difference even now.

Such a move would benefit the potential clients. But the real
beneficiary would be the great powers needing to influence the
United States. A Russia providing military assistance to Havana or
Belgrade would be taken much more seriously, and dealt with much
more cautiously, than would a Russia without this leverage. The
same is true with Chinese assistance to North Korea or Iraq. The
reason is more psychological than strategic. The United States is
geared up to deal with Yugoslavia and Iraq. The foreign policy
bureaucracy has been deployed against these countries for years.
The defense apparatus has been deployed as well. Anything that
effects U.S.-Iraqi relations immediately registers in Washington.
Dramatic shifts in Russian outlook simply do not.

Moscow and Beijing are highly sophisticated in the ways of
Washington. They fully understand that getting the attention of
policy makers, particularly in an election year, is difficult.
Getting them to deal with new phenomena, like an unanticipated
change in the world order, is almost impossible. However, by
linking themselves to ongoing, institutionalized concerns in
Washington, they can force the system to take them seriously,
because they affect existing, recognized problems.

This is very much the tail wagging the dog in that the major issue,
great power relations, is driven by secondary issues, like rogue
powers. But given the dynamics of Washington, this is the short-
term strategy. By turning Iraq into a client, Washington would have
to face the fact that the patron state, Russia, China, or both,
directly affects what Washington cares about. It forces Washington
to exercise caution. Washington will eventually recognize that the
key to dealing with rogue nations is often to be found in Moscow or
Beijing.

If the United States decides to make concessions to Moscow and
Beijing, that is fine. If the United States is unable or unwilling
to do so, then Moscow and Beijing have strategic relationships that
will prove invaluable during the coming years of confrontation. In
either case, merging the great power confrontation with the rogue
power confrontation benefits both the great and rogue powers.

We do not expect this to look like the Cold War, where virtually
all nations defined themselves according to their relationship - or
lack of relationship - with the major powers. This is a far more
selective situation involving fewer nations, both because of more
limited resources on the part of the challenger powers and because
of the unwillingness of most secondary and tertiary powers to
challenge the United States.

We should still, however, expect intensifying relations between
Moscow, Beijing and capitals like Baghdad, Belgrade, Havana and
Pyongyang. All of America's bad boys are in play. It is interesting
to note that a prior arrangement between Russia and China is not
necessary for this play to take place. Each can move alone. As
important, the relationship need not be formal. A covert
relationship made very public, but unofficial, will do quite as
well and provides Moscow and Beijing with room to maneuver if that
is needed.

We already see some of this process under way between China and
North Korea, for example. We see Castro positioning himself for
such a relationship with either Russia or China. For several years,
Belgrade has been hoping for Russian patronage. Overall, the
groundwork is laid and some of these relationships are taking
shape. It seems to us, however, that it is in Russia and China's
interest to begin intensifying their relationships with rogue
states, particularly if each expects to reach a long-term
accommodation with the United States. Since neither Russia nor
China is governed by fools, it follows that this should become a
serious issue as the U.S. presidential campaign heats up.



(c) 2000, Stratfor, Inc. http://www.stratfor.com/


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