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A**Y
Unfortunately, I Agree With Him
Review Article: Disunited Nations, The Scramble for Power in an Ungoverned WorldBy Peter Zeihan, Harper Business, 2020As an idealist and a liberal, this is the world I would like to see:The countries of the world unite to combat Global Warming. We address global and regional health challenges. We continue the upward path in combatting hunger and pulling our fellow humans out of poverty. We avoid war. We strengthen democracy and the rule of law throughout the world. We successfully end racism and dampen the violence born of ethnic and national rivalries. Women everywhere achieve full legal and social equality. We all think of ourselves as “World Citizens.” Our goals for the future can be summarized as liberty, equality, and the pursuit of happiness. “Happiness” not meaning jollity, but as a translation of the Greek concept of eudemonia, meaning human flourishing or prosperity.This is not the world that Peter Zeihan predicts. Instead of eudemonia he foresees pandemonia.The world we know is collapsing. …[The global future will be] a disastrous combination of the battle royales and displacements of the 1870s against the economic backdrop of the 1930s. It. Will. Suck.Unfortunately, I agree with him. He has convinced me.Here is his thesis: In the aftermath of World War II, Europe was in ruins; the British and French Empires were self-destructing; the Japanese Empire (dubbed the “Co-Prosperity Sphere”) was abandoned and Japan was occupied; China was mired in Civil War. Only two great powers remained—the United States and the Soviet Union. Even before the dust had settled, these two military powers began a globe-spanning competition that we soon dubbed “The Cold War.”The US-Soviet competition was economic, it was military, and it was geographic. In a way, you could think of it as a global border war. Wherever Soviet influence surfaced, the Americans made every effort to push it back. The Soviets countered by encouraging populist insurgencies in countries under American sway. The “battlefields” included Greece, Italy, China, Cuba, Vietnam, Nicaragua, Iran, Chile, Korea, and on and on. Milestones included the rapid acquisition of the Atom Bomb by the USSR, the embarrassment of Sputnik, the Cuban Missile Crisis, the triumph of landing a man on the moon, the bloody American defeat in Vietnam, the bloody Soviet defeat in Afghanistan. And, finally, the Fall of the Berlin Wall, the break-away of Eastern European States, and the utter collapse of the Soviet Union itself.Turning my notion of history on its head, Peter Zeihan says that the period between 1945 and today has been the most stable, least bloody, and most economically and socially advanced eras of world history—because of the Cold War.This is because the United States decided not to retreat to Fortress America, as it had after WWI. Instead, we embarked upon a global campaign of gaining allies through economic and military support. We built our alliances and built-up our allies; we broke down trade barriers and guaranteed the freedom of the seas to all nations—including the USSR and China. We exported food and agricultural technology, and imported finished goods, providing a market for developing and reconstructing nations. We encouraged global health initiatives and backed global institutions (The UN, World Bank, IMF, WHO, UNICEF, UNHCR, etc.). Within a short span of time we succeeded in creating a Global Order, the first in all history.You could call it the Pax Americana. Zeihan calls it simply The Order. He very persuasively argues that this Order was good for our enemies as well as our allies. And now it is ending. Hence the title of his new book, Disunited Nations: The Scramble for Power in an Ungoverned World.Why is the Global Order disintegrating? Because the Cold War is over and US policymakers no longer care to keep it going. We have been a benign hegemon, offering economic incentives to our friends, and military protections for the status quo throughout the world. This isn’t because we were altruistic, it’s because we didn’t want to fight a huge war, just to have Stalin replace Hitler. In fact, we were scared of Stalin and the global communist movement of which he was the head. But that has all changed. Russian is a hollow adversary. We don’t need to bribe other countries to be on our side. This may sound like a Trump thing, but it represents the new foreign policy consensus. It is simply realpolitik.This book is full of surprises, partially because Zeihan brings the fresh perspectives of geography and demography to a discussion that has been almost entirely focused on economics, ideology, trade, and technology.For geography, think about the flat plain that defines central Europe. There are no natural borders to invasion, and European history is replete with stories of conquest and counter-conquest. Compare that to Afghanistan, whose rugged mountains make a successful conquest virtually impossible. Hence its reputation as “the graveyard of empires.”For demography, think of Japan. With 25% of its population over age 60, Japan is the “oldest” society on the planet. Its birth-per-woman rate is 1.4, far below the population replacement rate of 2.1. It’s population hit a high 0f 128 million in 2010, is projected to hit 100 million in 2050, and 83 million in 2100. From Zeihan: “Japan can now look forward to an ever-rising bill for pensions and health care, an ever-shrinking tax base, and a deepening shortage of workers in every field.” This is a formula for economic disaster.Switch over to Russia, where the birthrate is 1.6 and that’s just the beginning of the story. From Zeihan:In addition to Russia’s shrinking demography and loss of the former Soviet territories, rising disease and drug addiction rates mean that the number of bodies available for Russia’s defense is already down to less than one-fifth of what it was in 1989. By 2022, the Russian army will likely have shrunk to half of its 2016 size, making it incapable of defending the old Soviet borders, much less the longer, more vulnerable borders Russia now has.For me, this is where the big surprises begin. Russia is not a threat or a major competitor to the United States, it is a society in economic and demographic decline. A Paper Bear.And China is a Paper Tiger. Thanks to the two-child and then one-child policy, China has created a massive imbalance in its male-to-female ratio, and its young worker to senior citizen ratio. Its current birthrate is 1.6. But China’s biggest problem is that it cannot feed its population without vast imports of food. It has less farmland per person than Saudi Arabia! And China does not have enough oil and natural gas to fuel its industrial and residential sectors. China is not the economic powerhouse it paints itself to be. Its books are cooked. Indeed, Zeihan claims that “…the entire Chinese economy [is] a grotesque approximation of Enron in nation-state form.”As the Order further dissolves, China will find itself unprotected, its access to middle-east oil threatened or cut off, and unable to control the inherent centrifugal forces that have traditionally broken it into pieces.Demographics and geographics, and the waning of the Order, also portend a very troubling future for Europe. Brexit is just the beginning of its dissolution.Are there are winners in the twenty-first century? The answer is yes, and some of the potential winners will surprise you.The big winner is the United States, and with it Canada and Mexico. North America can easily feed itself, it can produce pretty much everything it needs, it has plenty of carbon-based fuel and good potential for renewable energy. It has natural defenses against land invasion—in particular the Atlantic and Pacific oceans. And the US has the world’s most powerful Navy.Mexico is the largest trading partner for the United States; Canada is second. When you put the three countries together you have the most stable, well-integrated manufacturing system in the world. And it is one that requires almost nothing from the rest of the world.The one weak point in this system is demography. Like all developed countries, the United States (1.8 births per woman) and Canada (1.6) are on the depopulation path. Mexico, however, is at 2.2 births per woman. The immediate answer to this problem is to rely on immigration—from Mexico, of course, but also from Africa, India and the Middle East. The United States is a nation of immigrants, and so is Canada. Both countries have welcomed or at least allowed very significant numbers to enter their borders year after year, decade after decade. And they have been remarkably successful at integrating these immigrants into the larger society. This is not true for most of the countries in the world.The United States is not the only potential winner in the post-Order world. There are other countries that combine defensible borders, a strong military, and a population still youthful. These countries could become regional powers as the US military withdraws.Withdraws? The United States? Most of us on the left think that the US military is permanently embedded in vast areas of the world. Not so:In the seventh year of George W. Bush’s presidency, the United States initiated a broad global drawdown of its troop levels. That disengagement continued both under Barak Obama and Donald Trump. …the Americans now have fewer troops stationed abroad than at any time since the Great Depression. …The Americans have lost interest in being the global policeman, security guarantor, referee, financier, and market of first and last resort.If the global referee is off the field, then Turkey is in a very strong position to become a regional hegemon. So is Iran. So is Argentina. And so is France. Zeihan takes these countries one by one, and reviews their geographic, demographic, economic, and military advantages—should they decide to become expansionist.Consider the US response to Turkey’s invasion of northern Syria in the fall of 2019. The US stood back and allowed our Kurdish allies to be run over by Turkish tanks. How far will Turkey be allowed to proceed in dominating the Eastern Mediterranean? Only time will tell.Consider our lack of response to France’s military interventions in its former African colonies. Consider our troop withdrawals from Germany. Consider our lack of a protective response to the surprise attack on Saudi Arabia’s huge oil-processing facilities in Abqaiq (September 2019). And consider that the US has allowed supposedly demilitarized Japan to develop the second best navy in the world—far more powerful than China’s. Why? Because as we retreat, we expect Japan to ally with South Korea, Vietnam, Thailand, and other traditional enemies—including India—to keep Chinese ambitions in check (think South China Sea dispute).So. Peter Zeihan’s new book is strong medicine. His arguments smash my idealism—or what’s been left of it—and foretell a very rough future for most of the nations on earth. It’s realpolitik, straight up, no ice, no chaser.Read it. Or if you don’t want to read it, you can listen to Zeihan himself on YouTube, going country by country, and summarizing his thesis. Zeihan is a terrific writer, truly pithy and pungent. He is an even more powerful speaker.My biggest argument with his thesis is demography. He sees population decline as a bad thing, using terms like “humanity’s charge into demographic oblivion.” With the world’s population at 7.8 billion, is a major decline in the world’s primary predators a bad thing? Is it bad for other living species? Is it bad for nature’s balance? Is it bad for the oceans and the Amazon rainforest? Is it bad for us, us humans, the ones who are choking on our own waste? I don’t think so. And that is why my next review will be of Empty Planet, the Shock of Global Population Decline, by Darrell Bricker and John Ibbitson (Crown, 2019.)
E**D
Great read for those interested in Geopolitics
So, my first exposure to Peter Zeihan was via YouTube nearly 5 years ago it was a book review of Accidental Superpower of which Disunited Nations the 3rd book in a series. I haven't read absent superpower yet so I can tell you that you don't need to read them in any kind of order... although I would guess that the newer the better due to relevance. I know Zeihan can come off as too America focused to the point of putting off people from the rest of the world, which is unfortunate. But his work is still useful because the underlying methodology is sound, for example demographic trends are great at predicting economic trends within the context of geography and current technological development. A developed economy that still has a growing population is bound to be richer down the road via increased consumption of goods and services. A developed country with a declining/aging population will have less domestic consumption so they will need to export those goods and services... but what happens when almost everyone is facing a demographic decline? You can't export to those markets because they don't have the consumption to support your imports. So, imagine a world in which most of Europe, Asia, and even a good chunk of Africa has less consumption than today (before 2022 anyway) that is a recipe for disaster.This book lays that out in an easy to absorb manner. Zeihan takes what is admittedly dry boring data and paints a vivid picture of how the world works. These books are more detailed than his presentations are so if you only know his work from YouTube and think he is making a lot of assumptions than try his books... they tend to provide that missing detail or explain that glossed over point about that thing that bothered you so much in that presentation. Let it be known that whenever I would talk about Russia and Ukraine within my circles people would scoff at the fact that Russia would go back to something more akin to the 19th century. They would exclaim that the world changed to much. I think the last few months (the Ukraine invasion) is a validation for Zeihan's work... or at least brings a lot more credibility to the methodologies.I guarantee that after reading this book and understanding the methodology you don't give as much credence to the sensational news reports about how one country is winning in X or Y over another. Especially when its China v the US AI, Hypersonic Missiles, and that "Bigger" Navy seem less of a threat when you understand the vulnerability of China in something as basic as agriculture and energy.Anyway, let's hope the world gets less crazy and I hope you enjoy this book as much as I have.
A**O
an excellent informative read
The Author in all of his books does an amazing job of analyzing all the important countries in the world, e plains how geography and demographics are so important and then explains what would happen to the world if the US withdrew from policing the world! While I’m not sure the US will withdraw for other reasons not contained in this book like the dangers of the “military Industrial Complex” as Eisenhower explained in his fair well address and for whom war is very beneficial and therefore they wouldn’t want us to withdraw; nevertheless a very thought provoking book
A**R
Abrangente avaliação da política global nos dias de hoge
O autor cobre de forma bastante completa os diferentes cenários e regiões de conflito e competição econômica ao redor do planeta. Cada país de relevância no contexto global é avaliado em detalhes, sob um ponto de vista global e de relações internacionais. Aspectos geográficos, politicos, militares, econômicos e demográficos são os pilares dessas analises.Ao final, temos um panorama geral, onde o autor se arrisca a prever como será a nova ordem global nas próximas décadas.Interessante no geral, apenas com a ressalva de seu ponto de vista ser um pouco excessivamente EUA-centrista, avalizando uma posição exageradamente otimista a seu respeito (a despeito da óbvia grande liderança e poder dessa nação)
M**S
Current up to date world geopolitics
Peter clearly has researched the state of many countries and is capable of giving a historic summary right up to current state of affairs. He holds no punches and tells it like it is with accuracy backed up with facts. Highly recommended for any budding historian and those interested in the massive geopolitical change the world is currently now going through.
C**N
Essentiel
L'auteur se base sur les données les plus factuelles et pérennes possibles comme la démographie et la géographie pour en tirer des conclusions qui se sont déjà vérifiées correctes avec ses ouvrages précédents. Et tant pis si au passage cela détruit les préjugés et conceptions les plus couramment admisses.
M**L
A page-turnings sweep of geopolitics but with firm grasp of detail
This is the second Peter Zeihan book I’ve read in 72 hours. I find it gripping. Its predictions may not all be news to students of geopolitics but to this reader of The Economist it is still shockingly revelatory.Zeihan paints a sweeping picture of geopolitics but with a firm grasp of detail. Unlike so many books on very broad subjects (future of the planet for next few decades, anyone?), this still feels like it has grasped its subject fully and each argument is consummately backed up with clear evidence.Paradoxically, while the conclusions of this book are shocking for almost everyone except Americans, it has been immensely enjoyable. I’ve been as gripped by this intellectually heavy weight book as I have been by any trashy thriller. That is quite a feat.
M**R
The political world future
In Zeihan's latest book, he summarizes much of what he has written in his first two books. This gives you a broad overview of the world, its weaknesses and its strengths. Zeihan's theisis is that the US created a military and economic order that provided lasting stability for the past 70 years. The US is losing interest in maintaining that order because it is largely self-sufficient in all basic needs. In a growing period of US indifference, the broader world will face challenges that it has never successfully overcome and will fail to overcome in the future.The US along with Mexico and Canada will be relatively safe and secure, but other places in the world are in trouble. China especially faces insurmountable odds of survival. A country that cannot feed itself and which imports ten million barrels of oil a day will not remain intact. China makes money from exporting finished goods to the rest of the world. Without control of the global oceans, how can China continue to import food and energy while exporting products without a navy to protect sea lanes.For Germany, it is clear that they have taken the short term view of the world, assuming that today will be kije tomorrow. Germany has based its existence on American military protection, which under Trump, is likely to go away. As one of the most successful countries in the world, Germany has risen from two wars that devastated their country and is again the top power in Europe and a top power in the world. Germany stressed exports over internal consumption, making the Germans dependent on foreign markets for it's success. We can blame the auto industry for this. As my German friends say, the auto industry rules Germany. Now, they do not have a functional army and with a country that has nine international borders with nine other countries, this is a grave danger. This is especially true when Russia is poised on the border with Latvia and the exclave Kaliningrad is bristling with nuclear armed Iskander missiles. Berlin is now more tied to Moscow than to London, and Putin has already said that he wants to restore the boundaries of the Soviet Union, which always dreamed about a border on the Rhine.Zeihan discusses all the important nations in world politics, thumbs up and thumbs down. France, Turkey, Japan, and Argentina at the top of the list. Germany and China have the most space to fall. In a world in which the US is now a net exporter of oil thanks to the shale revolution, the rest of the world would need to police themselves and they have never done a good job of this in the past.The discussions of geography are brilliant and insightful. Great maps in different perspectives Zeihan's understanding of shale oil production and trade issues is also top notch. This is a book to open your eyes. It's good for the US and bad for everybody else.
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