Kash Patel comes to town.

This week FBI Director Kash Patel arrived in Wellington to open a full time Legal Attache office (previously Legal Attaches rotated from offices at the US embassy in Canberra depending on need). Like excited children government ministers lined up for photo ops and the corporate media breathlessly reported on what Patel had to say. What he had to say, and how it was reported, was a mixture of circus side-show and fawning toadying, all uncritically covered by click-bait obsessed media scribes.

In view of that, please allow me to correct the record.

To begin with, the FBI is a law enforcement agency with powers of arrest, not an intelligence agency that does not have arrest powers. It is not a secret spy agency. Its NZ partner agency is the NZ Police, not the SIS or GCSB. In that role the FBI is a consumer of intelligence streams coming from 5 Eyes agencies (in NZ, the GCSB) as well as the NZ Police and SIS, but is not part of the 5 Eyes network. 5 Eyes is a signals and technical intelligence gathering and sharing network to which the FBI does not belong. INTERPOL is an international law enforcement partnership that the FBI is a member of. Although INTERPOL may share intelligence that originates in 5 Eyes, it has a distinct organisation, function and role. As 5 Eyes partners, the GCSB counterpart in the US is the NSA, and the US partner of the SIS ( a human intelligence agency) is the CIA.

In short, the FBI is an altogether different type of security agency and should not be confused with intelligence agencies properly defined.

Patel’s talk of direct FBI/5 Eyes links is therefore PR spin pushed by the US and Trump’s entourage that has no actual basis in fact. Using the LEGAT office ribbon-cutting ceremony in Wellington as an excuse, Patel’s visit was an overdue “show the flag” exercise by a US senior official more than 6 months after Trump entered office, and rather than Secretary of State Marco Rubio the US sent a conspiracy theorist-turned-second tier executive branch official instead, who then ran the anti-PRC/5 Eyes line even if Legal Attaches (FBI agents) deal with transnational crime, not strategic balancing or geopolitical competition and do not participate directly in 5 Eyes activities. (Note to readers: the FBI director is not a US cabinet position and is subordinate to the Attorney General in the US Department of Justice, so trotting out NZ cabinet ministers for a meet-and-greet, including those involved in intelligence matters, was obsequious in the extreme).

Be that as it may, Patel engaged in a bit of diplomatic performance art using the NZ government and media as props with which to push Trump’s anti-PRC agenda rather than focus on the relatively mundane business of opening a stand-alone LEGAT office, which are common in most US embassies and which, again, other than intelligence sharing on transnational crime via INTERPOL and partner agencies in foreign countries like the NZ Police,, do not directly engage in espionage or other forms of intelligence gathering (the fact that the office is outside the main US embassy complex and has undergone a slight name change does not mean anything particularly significant other than the need for more dedicated space and Trump’s obsession with putting his branding on everything. But a “law enforcement attache” is just a LEGAT by another name, and having separate office space may simply be a matter of re-allocating physical resources).

Patel’s remarks about the LEGAT office opening being a counter to the PRC that bolstered the 5 Eyes was a purposeful distraction from what should have been a low-key affair and should have been treated as such because for NZ bringing in an adversarial take on the PRC in an otherwise unremarkable and unrelated matter makes for disproportionate diplomatic discomfort. Neither the US embassy or MFAT press releases mentioned the PRC or 5 Eyes., so the cringe factor must have been high amongst the diplomatic corps. Then again, Patel likely knew that, but since hype and showmanship is what Trump is all about and Patel’s main audience was the one in the Oval Office, the NZ government and corporate media dutifully obliged by indulging the dog-and-pony show about the PRC and 5 Eyes. It was a pitiful display of diplomatic supination that may well have adverse consequences down the road.

To be clear. The significance of Patel’s visit to open a dedicated full time LEGAT office in NZ lies in the fact that it is official recognition that transnational crime is now a major problem in the Southwest Pacific and hence a priority for the US and other Western security agencies. In the measure that the PRC is involved in things like drug smuggling and cyber crimes in the region, it will be on the radar of these agencies, but in that regard it is just one of many state and non-State actors operating in what are known as “grey area” zones where criminal organisations and some State actors cooperate out of mutual interest. North Korean and Russian use of South-Pacific flagged ships to circumvent sanctions and smuggle oil is one example of this, as is the cyber-hacking activities of criminal entities tied to the Kremlin, Iran and PRC (among others). Likewise, transnational crime networks presence in island States like the methamphetamine trade in the Samoas (where drugs sourced in the US and Mexico are smuggled from American Samoa to Samoa across their common land border) require better resourced and coordinated regional law enforcement responses. The new US LEGAT office in Wellington is part of that effort.

As for terrorism and people smuggling (other designated priority areas announced by the US embassy during Patel’s visit), the role of the PRC is marginal at the very worst. And yet Patel placed it front and centre in his remarks at the opening ceremony

Regardless of the US spin so slavishly reported in NZ, opening a dedicated LEGAT office in Wellington is not about countering the PRC or bolstering 5 Eyes. It is about strengthening bilateral crime-fighting capabilities between the US and NZ in the Southwest Pacific. And if there is anyone other than criminals tracked and caught by the enhanced inter-agency law enforcement cooperation and regional presence of the FBI in the SW Pacific who have most to fear by the upgrade, it is those who may have extradition warrants issued by the US for their arrest. That is because Legal Attaches are the main vehicle for executing US warrants in any given country.

Kim Dotcom, are you paying attention?

Careful what you wish for.

One gets the sense that Netanyahu has used his post-October 7 military successes (including ethnic cleansing and IDF war crimes in Gaza) to prepare for this moment of friction vis a vis Iran while manoeuvring Trump into a corner on joining the war in pursuit of regime change as much or more than nuclear non-proliferation (as I have pointed out in previous posts, Trump is an empty intellectual vessel devoid of firm policy positions other than those that he thinks serve himself. He is therefore highly susceptible to suggestions that appeal to his vanity and self-interest, such as being “the saviour of Iran” if he joins Israel in the military campaign against the theocratic regime).

Already, the son of the deposed Shah, Reza Pahlavi, has broadcast statements claiming that he and his supporters will return to Iran soon after the collapse of the current theocratic regime. Pahlavi is close to Netanyahu and Trump’s inner circle and US-based heirs of the Shah’s exiled supporters (many concentrated in and around LA) are willing to assume control of a post-theocratic government under Reza Pahlavi’s leadership. The stage appears to being set for a regime take-over following military defeat of the ayatollahs.

The trouble is that while many Iranians abhor the mullahs and Revolutionary Guard, they also remember very well what the Shah’s rule was all about (SAVAK, anyone?). They remember well that Israel was the Shah’s best ally, and that Mossad helped train and shared intelligence with SAVAK. So it is not clear that his heirs will be universally welcomed, something that sets the stage for prolonged internal conflict within the Persian power. In addition, with the old leadership gone a new generation of militant leaders may emerge in their place, hardened by their experiences with Israel and its Western backers. They may not prove easily removable or amenable to a negotiated compromise on governing alongside Western-backed groups.

Even if the West gets its way and the ayatollahs are deposed, there is the issue whether a new generation of Iranian expats, many coming from monied backgrounds in places like Southern California, have the skillsets with which to govern a country, and culture, that mixes pre-modern beliefs with post-modern technologies and a ponderous bureaucracy that straddles a stark urban/rural demographic divide. Will the US pour in aid to help them with the task of reconstruction at a time when DOGE is cutting back on all types of US foreign aid? Will Iranians welcome such assistance and the US/Western personnel that deliver it? Or will they resist what could be seen as an affront to their nationalistic and cultural pride?

This is a noteworthy point. Persian nationalism is rooted in millennia, not the last half century. Persians come in many faiths and ethnicities, and what unites them isa rejection of foreign interference in their affairs, especially by Sunni Arabs and Western colonisers (and their descendants). In the US and other interested parties there appears to be a failure to understand how deep Persian nationalism runs as an ideological glue in Iranian society. This could prove costly for the adherents of forcible regime change in that country.

The US and Israel appear to believe that after they bomb Iranian nuclear development and storage sites, military infrastructure and command and control facilities and kill leaders of the revolutionary regime, the people will rise up, the regime will fall, a new government will be installed and everyone will go home happy. The truth is otherwise. Iran will have to undergo a long term military occupation if a new order is to be imposed. Who is going to do that? Iran is a huge country and as mentioned, not all of its inhabitants welcome foreign interference in their affairs. The US and Israel do not have the capability to impose an occupation regime, not does any other State in part because of their realistic unwillingness to do so. So the operative assumption in Washington and Tel Aviv about regime change in Iran seems to be based on a pipe dream conjured up in the war-fevered minds of Trump and Netanyahu’s strategic advisors. And a reality check is also worth noting: the occupations of Iraq and Afghanistan this century by Western-led coalitions have not ended well for them or with the stated objectives of their missions being achieved.

Then there is the reaction of the global Shiite diaspora to seeing their most venerated leaders killed, incapacitated or imprisoned by Western powers or those backed by the West. Iran may not be able to defend itself against Israel and the US by conventional and nuclear military means, but it has many unconventional assets at its disposal, and they have global reach. The current tit-for-tat exchanges may be a prelude to a widening regional and perhaps global conflict fought by unconventional means. The end to the current (fairly short) conventional military war may be just the beginning of a protracted unconventional, asymmetrical conflict that could spill into other States in the region and beyond.

And here is another background thought: The modern Western-led international community has always reacted poorly to revolutionary regimes, e.g.: USSR, PRC, Cuba, Nicaragua, Iran, Angola, Algeria, Granada, DPRK, etc.. The specific evolutionary ideology matters less than the usurpation of power by force because it upsets the international status quo because it upsets an international status based on acceptance of shared rules and norms (if not values). That is, states agree to get along within established rules of conduct and revolutionaries do not respect that basic rule of the game and seek parametric change in their societies as well as in their relations with the external world..

In response, revolutionary regimes tend to support each other against former colonial and imperialist Western powers, creating a vicious circle of hostile action/reaction. It may be 46 years after the Iranian revolution, but perhaps this is somehow at play here?

Whatever the case, I have a bad feeling that this is not going to end well, except perhaps for Netanyahu (who will receive a boost in domestic support after the Iranian regime is ousted as well as perhaps further delay his court trial on corruption charges and the collapse of his coalition government). Trump is being slow-walked by Netanyahu into joining a war of convenience rather than necessity that may spiral into a deeper regional confrontation that will consume US blood and treasure for some time to come (in exact contravention of Trump’s promises to end US foreign “entanglements”). With the US mid-term elections scheduled for next year, prolonged involvement in Iran may prove damaging to Trump’s allies in Congress and hinder pursuit of the GOP/MAGA policy agenda if they lose one or both majorities in the Deliberative Chambers. Meanwhile, Iran’s allies Russia and China sit quietly on the sidelines, either out of impotence or because they are hedging their bets. One gets the feeling that, especially with regard to the PRC, they are not impotent.

The slanted (often triumphant) Western media coverage of the conflict disguises the fact this may not be entirely over soon, and that whatever its battlefield successes Israel may pay a heavy reputational and diplomatic price for its actions, as the rise of global anti-semitism suggests is in fact now the case.

Dark and sad times ahead, I’m afraid.

Pre-emptive or preventive?

I do not mean to be pedantic about this sort of thing, but since it lies within my area of supposed “expertise,” here goes:

Unlike what is being reported in the corporate media and by some defense officials, the Israeli strike on Iran was not “pre-emptive.” “Pre-emptive” means “a sudden strike thwarting an imminent attack.” That is not the case here. Iran was not about to imminently attack Israel. What Israel has done is a preventive attack designed to degrade Iran’s nuclear R&D/storage facilities, missile launcher sites and command and control capabilities. The IDF attack is focused on preventing and delaying development of Iran’s nuclear strike capability before it reaches operational status and was telegraphed in advance (remember the US pulling out embassy staff and military families from facilities in the Middle East this week). Both suspected weapons-grade nuclear stores as well as launching platforms were on the target list, as were those responsible for them.

The preventive nature of the move may help moderate the Iranian response. On the other hand, killing the Revolutionary Guard Commander and Deputy Commander is a serious affront that will require a response in order for the Iranian regime to save face among its domestic audiences. So the escalation scenario is real, albeit not as bad as it could be. What is clear is that unlike preemptive attacks, the Israeli preventive attack has no justification in the Laws of War (jus ad bellum) and is therefore illegal under International law. One might understand why the Israelis conducted the strikes and there is plenty of precedent for them, but that does not make them legal.

Just like his response to October 7 with the ethnic cleansing of Gaza and expansion of illegal settlements in the West Bank, Netanyahu has seized his moment of opportunity because, quite frankly, he can. No one will stop him (certainly not the Iranians) and the US backs him, with most of the West tacitly supporting Israel with their silence or tepid responses to the conflict. This, I suspect, is due to Israel’s value as an intelligence partner of the West as much as any other reason.

Let’s see how this plays out….

Trump’s theatre of the absurd.

I know that it is undiplomatic to say so, but I sure wish that some foreign leader would interrupt one of Trump’s Oval Office public humiliation stunts to tell him to his face in front of the media that he is an adolescent bullying imbecile who seems to think that such stunts make him look strong. And then up and leave.

King Hussein of Jordan, President Zelensky of Ukraine and now President Ramaphosa of South Africa have been subject to the ambush/humiliation stunt, so all future foreign dignitaries are on notice that they too can become props in an act of staged political onanism inside Trump’s Oval Office (except Putin, who if he ever makes it to DC while Trump is POTUS will likely see Trump greeting him by bending over and grabbing his ankles).

Of course, foreign leaders could just refuse to do the staged photo op knowing that they will be ambushed and keep any one-on-one discussions private, or they could simply refuse to do any White House one-on-one visits while Trump is in residence. Whatever they do, someone has to start standing up to Trump in public. The bullying, the photoshopped handouts and edited videos, the endless false claims and lies, the fawning array of nodding sycophants surrounding the main characters in the staged farce–at what point do foreign leaders decide that prostrating themselves in this theatre of the absurd is a bridge too far? Do they really think that if they grin and bear it that they will get something from the Trump administration? Seriously?

It seems that people acquiesce to his boorishness because they want to curry his personal favour, believing that will translate into individual, diplomatic, economic, military or some other (national) benefit to them given the personalist authoritarian nature of Trump’s rule. Or they are just scared. They fail to understand that his “transactional” approach to foreign relations is mostly one-way, from them to him, and that he does not repay their favours or ass-kissing by responding in kind. To the contrary. We have now moved into emperor-has-no-clothes, clown show territory with he and his crowd (as seen in recent congressional testimony by his cabinet members), so the house of cards is starting to look increasingly flimsy. Clearly fake props like the MS 13 knuckle photoshop or the edited South African video and doctored handouts are signs of incompetence among his PR people. For a guy who is all about tough image, THAT is a major Achilles heel.

As an aside–it is pretty obvious that Trump’s interest in the plight of Afrikaner farmers in South Africa is due to the racist influence of Elon Musk and Peter Theil. Musk and others on Twitter/X post dozens of memes, mostly containing false and often crude narratives that include references to black intellect and culture, about the white “genocide” occurring in South Africa. This is not a coincidence and may be due in part to Musk and Theil’s South African heritage, their distaste for black majority rule (as Curtis Yarvin- influenced oligarchy-supporting “techbros”) and their intense dislike of South Africa’s role in trying to bring war crimes charges in the International Criminal Court (ICC) against the Israeli leadership for its actions in Gaza and the West Bank. That dovetails with Trump’s racist dog-whistling (if not outright beliefs) and slips into the “s**thole country” storyline that he used in his first term. In taking up the Afrikaner “refugee” trope Trump reveals himself to be a puppet of the South African billionaires as well as the ringleader of the MAGA clown show.

The good news is that even if foreign dignitaries suffer further indignities from Trump, the damage to the US reputation (and national pride!) will be such that foreign States will work to avoid dealing with Trump altogether while he is still in office. As I have written elsewhere, among all the other things that Trump is and is not, he and his minions are not serious people and should be treated as such. Avoiding Oval Office photo ops is just a start. Best leave that to Kid Rock and other useful MAGA fools and tools.

A return to Nature.

Thomas Hobbes wrote his seminal work Leviathan in 1651. In it he describes the world system as it was then as being in “a state of nature,” something that some have interpreted as anarchy. However, anarchy has order and purpose. It is not chaos. In fact, if we think of Adam Smith’s “invisible hand of the market” we get something similar to what anarchy is in practice: the aggregate of individual acts of self-interest can lead to the optimisation of value and outcomes at the collective level. Anarchy clears; chaos does not.

For Hobbes, the state of nature was chaos. Absent a “Sovereign” (i.e. a government) that could impose order on global and domestic societies, humans were destined to lead lives the were “solitary, poor, nasty, brutish and short. This has translated into notions of “might makes right,” “survival of the fittest,” “to the victor goes the spoils” and other axioms of so-called power politics. The most elaborate of these, international relations realism, is a school of thought that is based on the belief that because the international system has no superseding Sovereign in the form of world government with comprehensive enforcement powers, and because there are no universally shared values and mores throughout the globe community that ideologically bind cultures, groups and individuals, global society exists as a state of nature where, even if there are attempts to manage the relationships between States (and other actors) via rules, norms, institutions and the like, the bottom line is that States (and other actors) have interests, not friends.

Interests are pursued in a context of power differentials. Alliances are temporary and based on the convergence of mutual interests. Values are not universal and so are inconsequential. International exchange is transactional, not altruistic. Actors with greater resources at their disposal (human, natural, intellectual) prevail over those that have less. In case of resource parity between States or other actors, balances of power become systems regulators, but these are fluid and contingent, not permanent. Geography matters in that regard, which is why geopolitics (the relationship of power to geography) is the core of international relations.

It is worth remembering this when evaluating contemporary international relations. It has been well established by now that the liberal international order of the post WW2 era has largely been dismantled in the context of increasing multipolarity in inter-State relations and the rise of the Global South within the emerging order. As I have written before, the long transition and systemic realignment in international affairs has led to norm erosion, rules violations, multinational institutional and international organizational decay or irrelevance and the rise of conflict (be it in trade, diplomacy or armed force) as the new systems regulator.

These developments have accentuated over the last decade and now have a catalyst for a full move into a new global moment–but not into a multipolar or multiplex constellation arrangement in which rising and established powers move between multilateral blocs depending on the issues involved. Instead, the move appears to be one towards a modern Hobbesian state of nature, with the precipitant being the MAGA administration of Donald Trump and its foreign policy approach.

We must be clear that it is not Trump who is the architect of this move. As mentioned in pervious posts, he is an empty vessel consumed by his own self-worth. That makes him a useful tool of far smarter people than he, people who work in the shadow of relative anonymity and who cut their teeth in rightwing think tanks and policy centres. In their view the liberal internationalist order placed too many constraints on the exercise of US power while at the same time requiring the US to over-extend itself as the “world’s policeman” and international aid donor . Bound by international conventions on the one hand and besieged by foreign rent-seekers and adversaries on the other, the US was increasingly bent under the weight of overlapped demands in which existential national interests were subsumed to a plethora of frivolous diversions (such as human rights and democracy promotion).

For these strategists, the solution to the dilemma was not to be found in any new multipolar (or even technopolar) constellation but in a dismantling of the entire edifice of international order, something that was based on an architecture of rules, institutions and norms nearly 500 years in the making. Many have mentioned Trump’s apparent mercantilist inclinations and his admiration for former US president William McKinley’s tariff policies in the late 1890s. Although that may be true, the Trump/MAGA agenda is far broader in scope than trade. In fact, the US had its greatest period of (neo-imperial) expansion during McKinley’s tenure as president (1897-1901), winning the Spanish-American War and annexing Hawai’i, Puerto Rico, Guam, American Samoa and the Philippines, so Trump’s admiration for him may well be based on notions of territorial expansionism as well.

Whatever Trump’s views of McKinley, the basic idea under-riding his foreign policy team’s approach is that in a world where the exercise of power is the ultimate arbiter of a State’s international status, the US remains the greatest Power of them all. It does not matter if the PRC or Russia challenge the US or if other emerging powers join the competition. Without the hobbling effect of its liberal obligations the US can and will dominate them all. This involves trade but also the exercise of raw (neo) imperialist ambitions in places like Greenland, the Panama Canal and even Canada. It involves sidelining the UN, NATO, EU and other international organisations where the US had to share equal votes with lesser powers who flaunted the respect and tribute that should naturally be given in recognition of the US’s superior power base.

There appears to be a belief in this approach that the US can be a new hegemon–but not Sovereign–in a unipolar world, even more so than during the post-USSR-pre 9/11 interregnum. In a new state of nature it can sit at the core of the international system, orbited by constellations of lesser Great Powers like the PRC, Russia, the EU, perhaps India, who in turn would be circled by lesser powers of various stripes. The US will not seek to police the world or waste time and resources on well-meaning but ultimately futile soft power exercises like those involving foreign aid and humanitarian assistance. Its power projection will be sharp on all dimensions, be it trade, diplomacy or in military-security affairs. It will use leverage, intimidation and varying degrees of coercion as well as persuasion (and perhaps even bribery) as diplomatic tools. It will engage the world primarily in bilateral fashion, eschewing multilateralism for others to pursue according to their own interests and power capabilities. That may suit them, but for the US multilateralism is just another obsolescent vestige of the liberal internationalist past.

A possible (and partial) explanation for the change in the US foreign policy approach may be the learning effect in the US of Russia’s invasion of Ukraine and Israel’s scorched earth campaign in Gaza. Trump and his advisors may have learned that impunity has its own rewards, that no country or group of countries other than the US (if it has the will) can effectively confront a state determined to pursue its interests regardless of international law, the laws of war or institutional censorship (say, by the UN or International Criminal Court), or any other type of countervailing power. The Russians and Israelis have gotten away with their behaviour because, all rhetoric and hand-wringing aside, there is no actor or group of actors who have the will or capability to stop them. For Trump strategists, these lesser powers are pursuing their interests regardless of diplomatic niceties and international conventions, and they are prevailing precisely because of that. Other than providing military assistance to Ukraine, no one has lifted a serious finger against the Russians other than the Ukrainians themselves, and even fewer have seriously moved to confront Israel’s now evident ethnic cleansing campaign in part because the US has backed Israel unequivocally. The exercise of power in each case occurred in a norm enforcement vacuum in spite of the plethora of agencies and institutions designed to prevent such egregious violations of international standards.

Put another way: if Israel and Russia can get away with their disproportionate and indiscriminate aggression, imagine what the US can do.

If we go on to include the PRC’s successful aggressive military “diplomacy” in East/SE Asia, the use of targeted assassinations, hacking, disinformation and covert direct influence campaigns overseas by various States and assorted other unpunished violations of international conventions, then it is entirely plausible that Trump’s foreign policy brain trust sees the moment as ripe for finally breaking the shackles of liberal internationalism. Also recall that many in Trump’s inner circle subscribe to chaos or disruption theory, in which a norms-breaking “disruptor” like Trump seizes the opportunities presented by the breakdown of the status quo ante.

Before the US could hollow out liberal internationalism abroad and replace it with a modern international state of nature it had to crush liberalism at home. Using Executive Orders as a bludgeon and with a complaint Republican-dominated Congress and Republican-adjacent federal courts. the Trump administration has openly exercised increasingly authoritarian control powers with the intention of subjugating US civil society to its will. Be it in its deportation policies, rollbacks of civil rights protections, attacks on higher education, diminishing of federal government capacity and services (except in the security field), venomous scapegoating of opponents and vulnerable groups, the Trump/MAGA domestic agenda not only seeks to turn the US into a illiberal or “hard” democracy (what Spanish language scholars call a “democradura” as a play on words mixing the terms democracia and dura (hard)). It also serves notice that the US under Trump/MAGA is willing to do whatever is necessary to re-impose its supremacy in world affairs, even if it means hurting its own in order to prove the point. By its actions at home Trump’s administration demonstrates capability, intent and steadfast resolve as it establishes a reputation for ruthless pursuit of its policy agenda. Foreign interlocutors will have to take note of this and adjust accordingly. Hence, for Trump’s advisors, authoritarianism at home is the first step towards undisputed supremacy abroad.

The Trump embrace of international state of nature differs from Hobbes because it does not see the need for a superseding global governance network but instead believes that the US can dominate the world without the encumbrances of power-sharing with lesser players. In this view hegemony means domination, no more or less. It implies no attempt at playing the role of a Sovereign imposing order on a disorderly and recalcitrant community of Nation-States and non-State actors that do not share common values, much less interests.

This is the core of the current US foreign policy approach. It is not about reorganising the international order within the extant frameworks as given. It is about removing those frameworks entirely and replacing them with an America First, go it alone agenda where the US, by virtue of its unrivalled power differential relative to all other States and global actors, can maximise its self-interest in largely unconstrained fashion. Some vestiges of the old international order may remain, but they will be marginalised and crippled the longer the US project is in force.

What does not seem to be happening in Trump’s foreign policy circle are three things. First, recognition that other States and international actors may band together against the US move to unipolarity in a new state of nature and that for all its talk the US may not be able to impose unipolar dominance over them. Second, understanding that States like the PRC, Russia and other Great Powers and communities (like the EU) may resist the US move and challenge it before it can consolidate the new international status quo. Third, foreseeing that the technology titans who today are influential in the Trump administration may decide to transfer there loyalties elsewhere, especially if Trump’s ego starts becoming a hindrance to their (economic and digital) power bases. The fusion of private technology control and US State power may not be as compatible over time as presently appears to be the case, something that may not occur with States such as the PRC, India or Japan that have different corporate cultures and political structures. As the current investment in the Middle Eastern oligarchies shows, the fusion of State and private techno power may be easier to accomplish in those contexts rather than the US.

In any event, whether it be a short-term interlude or a longue durée feature of international life, a modern state of nature is now our new global reality.

The video sums things up.

Let me make this short and sweet (taken from my other social media):

Seeing some of the world’s richest men shaking the blood-stained hand of Saudi Crown Prince Muhammed bin-Salman while being warmly introduced by US president Donald Trump pretty much sums up the era we live in. It was a Petrotechthugocracy meeting in real time. Shameful.

Drawing Parallels.

The April 22 attacks by Kashmir Resistance (KR), a (at least tacitly) Pakistani-backed irredentist group in Indian-controlled Kashmir, in which 26 people were murdered, has some unfortunate parallels with the October 7, 2023 Hamas attacks on Israel. Although many more Israelis died in the latter (nearly 2000) and the costs to Palestinians living in Gaza (and to a lesser extent the West Bank) from the subsequent Israel war campaign against them have been astronomical (53,000 dead in Gaza alone while the India-Pakistan conflict is just now beginning and its outcome is as of yet undetermined), there are enough similarities between them to offer some observations about them, as well as their differences.

Hamas and Kashmir Resistance are both ethno-religious-nationalist irregular warfare movements that violently resist occupation and apartheid-like segregation. Both are animated by pre-modern if not primordial hatreds. Both are Muslim, opposed to Indian Hindu nationalism in the latter case and Israeli Zionism in the former instance. Both are proxies for other States, those being Iran in the case of Hamas and Pakistan in the case of KR. For their part, in their present political guises both Israel and India (who quietly support each other in their respective conflicts) prefer that their rule lead to consolidation of ethno-States dominated by their respective Jewish and Hindu majorities, including in the disputed territories over which their respective conflicts have periodically erupted.

The October 7 and April 22 attacks were provocations designed to prompt an over-reaction from the stronger State adversary which in turn was supposed to spark a broader conflict that would draw in other actors and create international pressure on, if not popular protests against the respective State adversaries. For a short moment, Hamas appeared to have succeeded, as the Israeli ethnic cleansing campaign in Gaza is by any definition disproportionate and indiscriminate in effect, involving the commission of war crimes and crimes against humanity in doing so. Hamas’s tactical objective was to spread the IDF thin as it encountered armed resistance in Gaza, the West Bank and coming out of Lebanon, and have Iran, Hezbollah and the Houthis eventually join in a multi-front struggle against the “Zionist entity.” This would in turn draw in more actors from the region and elsewhere as public pressure mounted for an end to the Israeli campaign (including in Israel), thereby forcing a diplomatic compromise that recognised Hamas’s status as the main Palestinian interlocutor (rather than the Palestinian Authority). The mounting toll of victims (including hostages taken on both sides) was a pawn in this larger game.

Protests erupted world-wide against the Israelis, causing civil unrest in many Western democracies as well as throughout the Muslim diaspora. Iran and its regional proxies, Yemeni Houthis and Hezbollah in Lebanon, attempted to widen the conflict into a regional war while fomenting pro-Hamas unrest in Arab States. For the first year of the conflict it looked like the Hamas strategy was working, especially after a coalition of US-led nations broadened the fight by sending a naval flotilla the Red Sea to thwart Houthi attacks on commercial shipping in the maritime choke point in support of Hamas. This was seen by Hamas and its supporters as confirmation that the West was on Israel’s side regardless of its behaviour and therefore not just anti-Palestinian but anti-Islamic as a whole (because the Houthis, Hezbollah and Iran are Shiites while Hamas is mostly Sunni Muslim).

For its part, KR hoped and may still be hoping that an Indian overreaction in the form of attacks on Pakistan and/or ethnographic-religious purges in Kashmir that will lead to Muslim uprisings throughout India and anti-Indian violence in surrounding countries with significant Muslim populations such as Sri Lanka and Bangladesh. That may be wishful thinking.

Whatever initial propaganda gains may have been made in the first six months after October 7, Israel’s response against Hamas and the Palestinian people has been multi-faceted, overwhelming, relentless, devastating and successful. It has ramped up its repression in the West Back while now moving to permanently occupy Gaza. It has intimidated Iran by killing some of its leaders on Iranian soil while launching missile attacks on military facilities, all while threatening Iran’s nuclear sites. It has conducted strikes against the Houthis and Hezbollah in their territories (including in foreign capitals like Beirut, Damascus and Sanaa) and killed scores of their leaders using conventional and unconventional means (such as the pager bombs used against Hezbollah, missile attacks on Iranian diplomatic facilities in Syria and the murder of a Hamas leader in an Iranian Revolutionary Guard guest house). It has occupied swathes of northern Lebanon and western Syria for good measure and shows no signs of withdrawal from anywhere anytime soon.

In other words, the Hamas “sucker ploy” (getting a stronger adversary to over-react to a provocation so world attention is focused on the response, not the initial atrocity) may have worked over the short-term but has now backfired spectacularly because, among other things, no other country or the community of nations appears able or willing to persuade or force the Israelis to stop their scorched earth campaign. In fact, Israel appears to see October 7 as an excuse and window of opportunity for its territorial expansion and direct control of Gaza and territorial strips from neighbouring countries like Lebanon and Syria. Much of that is also due to the US blanket backing of Israel with weapons and aid, something that as of yet is not a factor in the India-Pakistan conflict. But for Hamas, it means that its provocation may well result in its annihilation.

An obvious difference is that unlike the David versus Goliath nature of the Palestinian-Israeli war, the KR provocation has resulted in a peer conflict between two nuclear-armed States, again, with neither receiving the unequivocal backing on any Great Power (in fact, US president Trump initially said that the US should just “let them go to it and sort it out” or words to that effect). More subtly, the India-Pakistan conflict has become a bigger proxy clash between arms weapons suppliers, with Pakistan mostly fielding PRC-made weapons while India has diversified amongst Russian, French and Israeli platforms. That arms supplier competition is an ominous incentive to broaden the conflict into a conventional war.

Israel can engage in a scorched earth campaign against Hamas and other irregular warfare actors because it is a nuclear power with the strongest and most experienced conventional military in the region, one that has no significant challenger to its supremacy. It has cowed Iran and its proxies into acquiescence to its logic of force, if not submission to the new status quo. All with the backing of the US and other Western nations.

The situation is different in South Asia. India and Pakistan are nuclear armed peer competitors (although the Indian military is much larger). Notwithstanding some of the alarmist rhetoric of armchair pundits (including in NZ), neither is interested in using nuclear weapons for non-existential reasons, so this puts a cap on the escalatory potential of the conflict. Whereas Israel is free to mete out collective punishment on Palestinian civilians as it pleases, arguing that they harbour terrorists and disguise the terrorist’s infrastructure (and it is likely that due to their life histories and upbringing many Palestinians do indeed hate Israel and Jews, which still does not justify committing atrocities and war crimes against them), India and Pakistan have to tread more lightly. So far India has targeted “terrorist infrastructure” and air defence systems in Pakistan-controlled Kashmir and Pakistan itself, with Pakistan retaliating with limited air strikes across the border aimed at as of yet indeterminate (presumably military) targets. So long as the Indian targeting remains focused on military sites and irregular warfare proxies’ staging and hiding places, and the Pakistanis limit their response to military targets, then the escalatory potential for the conflict is low. It will be a limited conventional military tit-for-tat rather than a rush towards a conventional or nuclear Big Bang.

This demonstrates the deterrent effect of nuclear weapons, at least when in the hands of rational actors like the Indian and Pakistani military leaderships. Civilian groups, politicians and ethno-religious partisan media may agitate for all out war but unless there is a hot-head or two in the high commands of both countries, the chances of either ordering a nuclear strike–a first use one at that–is remote. Not impossible if things do not go as foreseen above, but pretty unlikely in any event.

Truth be told, the Indo-Pakistani conflict is about saving military face and national honour rather than conquest or retribution no matter how much historical baggage is layered onto it by war-mongering actors on both sides.

Perversely, the fact that Israel is (yet) the only nuclear power in the Middle East deters all would-be adversaries from openly posing real existential threats against it. For all of the talk by Iran and its proxies about erasing the “Zionist entity” from the face of the Earth, in practice they steer clear of actually attempting to do so. They know what that will bring, and this was the case before they were militarily and diplomatically neutered by the current Israeli war effort. In a strange way, all of this suggests that in both instances nuclear deterrence works and can be used to a nuclear-capable country’s advantage as a conflict limitation device under given circumstances. That is of no solace to Palestinians of course, but it may spare Indian and Pakistani civilians similar levels of devastation given the different nuclear context in which the conflict has begun.

This is where KR may have erred in emulating the Hamas provocation strategy. Rather than induce a sucker ploy scenario that garners global sympathy for the plight of Muslims in Indian-controlled Kashmir (and elsewhere in India), it has led to a peer clash between adjacent nuclear armed States that have previously fought conventional wars against each other. This very different context suggests that the conflict will not only be a two-sided rather than a one-sided affair, but that interests of State will prevail over ethnographic-religious hatred and ambitions for territorial expansion by either of them. For KR, much like for Hamas but in a different way, April 22 may well have sown the seeds of their own demise, at least as an armed irregular warfare group. Their ideology will remain and give hope to future resistance fighters, but for the moment current exigencies mitigate against widening their war and in fact suggest that they may be sacrificed in the pursuit of larger interests.

Other parallels may well be drawn as the Indo-Pakistani conflict evolves, but for the moment let us leave on this note: Sometimes the lessons learned from the experience of others are not the ones that were hoped for or intended to be.

That is the ultimate parallel of all.

Signalling Deliberate Reckless Disregard (updated with a NZ angle).

Some thoughts on the Signal Houthi Principal’s Committee chat group conversation reported by Jeff Goldberg at The Atlantic.

It is obviously a major security breach. But there are several dimensions to it worth examining.

1) Signal is an unsecured open source platform that although encrypted can easily be hacked by signals intelligences agencies as well as criminal entities (it is a major part of what they do). The Pentagon issued warnings about using Signal to discuss sensitive information a week before this chat group was set up and yet National Security Advisor Waltz (who set up the group chat) went ahead and used it anyway, then inadvertently included Goldberg in the conversation;

2) Who was there and who was not. The 18 member group (including Goldberg) did not included any military officer, either from the Joint Chiefs of Staff or Central Command (which organised and conducted the strikes on Houthi targets). It did include people who had no reason to know classified details of the war plans, including the Treasury Secretary and his Chief of Staff, Secretary of State and his Chief Counsel and several lower-ranking staffers from the White House and other agencies. All could have received general unclassified briefs rather than highly classified advance notification of the details of the strikes. Most tellingly, the US Special Envoy to Ukraine and Russia, a member of the group chat with no need to know specifics of the strikes, was in Moscow at the time, where he was very likely to be under close electronic and personal surveillance;

3) All participants in the group had easy access to dedicated secure communications, including in some cases at their homes as well as part of their travel parties. They did not use them and instead opted for the unsecured commercial platform;

4) This matters because if reports are correct, weapons, targets, sequencing of attacks and location of platforms (air, sea, land) were specifically mentioned, as well as the name of a CIA agent, two hours before the attacks began. If hostile actors were monitoring any of the group’s Signal accounts, then the Houthis could have been warned in advance. One wonders what else these accounts may have offered adversaries if the use of Signal was commonplace amongst them;

5) There are reports that Signal was used to avoid Freedom of Information ACT (FOI) and Official Records Act (ORA) scrutiny. This was recommended by Project 2025 to eliminate information data that might be considered prejudicial or controversial if made public under the FOI or as part of ORA obligations (since apps like Signal permanently delete conversations once they are closed, so no records of them are kept. In this case Waltz set the closure date at one week after the chat ended). Deliberately trying to circumvent the ORA is illegal. Think of the historical precedent: Nixon’s Watergate tapes;

6) The chat involved diplomatic as well as operational security. Operational details of such strikes are obviously classified in advance of them and often after the fact because lives as well as US interests can be put at risk. Diplomatic security refers to frank discussions between government peers that they consider to be private/in-house because foreign interlocutors may not be happy with them (think of it as a buffer hiding a lack of discretion among officials). In this Signal chat group European allies were disparaged by SecDef and the VP, and Deputy Chief of Staff Miller spoke of extracting economic concessions from the likes of the Egyptians for providing the muscle in breaking the Houthi blockade (Egypt imposes levies on shipping in the Suez Canal as they transit to/from the Mediterranean and Red Sea, so lesser vessels in the Suez Canal due to the Houthi blockade means less revenue for Cairo. Breaking the blockade is therefore to the economic benefit of the Egyptians and Miller advised the group to demand compensation for doing so). There were differences in the group regarding the timing of the strikes because of differing perceptions of who would benefit the most–Europe or the US. The group also spoke of pre-empting the Israelis when it came to attacking the Houthis in order to get the political credit for doing so. All of this is sensitive insofar as it reveals the mindsets of the group participants with regard to allies. That mindset, in a word, is undiplomatic to say the least;

7) Given who was in the group and what was discussed, it appears that the Signals Houthi Principal’s Committee was basically a PR task force of sorts that was designed to get behind a specific narrative about the strikes. That is even openly mentioned in the conversation–staying on script, being united in the messaging, etc. That in and of itself would be fine if the conversation did not include any classified information. But if it did…

8) The administration states that no classified information was discussed and has resorted to smearing Goldberg as a deflection. That is a short-term solution. If the chat did not involve any classified information then Goldberg is free to release it to the public, or at least to investigative committees and agencies (he has very ethically chosen not to publish what he calls the classified details that he was privy to because of the risks involved). If there was classified material discussed in the chat, then DNI Gabbard and CIA Director Ratcliffe came perilously close to perjuring themselves before a Congressional Committee today, and Waltz and Hegseth have now lied to POTUS (assuming that Trump was unaware of the chat until after the fact) as well as the public.

All of this will undoubtably be a source of concern for US intelligence partners and allies in general. Although military and intelligence professionals in the security decision-making chain are continuing to do their jobs professionally, the cavalier if not reckless approach to information security exhibited by these partisan loyalists at the top of the Trump security apparatus is bound to cause alarm. After all, if loose lips sink ships, then the loose lips are on the Trump boat’s bridge.

NZ RELEVANT UPDATE: The New Zealand Navy is currently in command of JTF-150, the joint maritime patrol force leading the response to the Houthi attempted blockade in the Red Sea. NZDF also has targeting teams and other intelligence assets in the JTF-150 AOR (Area of Responsibility), which obviously includes Yemen and other Red Sea littoral States. Given that a CIA agent’s name was mentioned in this Signal chat group session, it raises the question as to whether other Signal chats were used by Trump administration officials to discuss classified information that may have included details of the activities of JTF-15 partners, including the NZDF. If so, that would be very problematic in terms of ongoing operational security for the NZDF personnel currently deployed in that theater. https://combinedmaritimeforces.com/ctf-150-maritime-security/#:~:text=CTF%20150%20is%20a%20multinational,on%20a%20four%2Dmonth%20basis.

To reiterate. If Signal was used to circumvent the ORA and potential FOI obligations whether classified information was mentioned or not, then criminal liability is now on the table for those who organised and participated in the group chat.

Except for Jeff Goldberg.

A Return to a US Gilded Age?

I have been trying to figure out the logic of Trump’s tariff policies and apparent desire for a global trade war. Although he does not appear to comprehend that tariffs are a tax on consumers in the country doing the tariffing, I can (sort of) understand that he may think that this is a good way to protect US manufacturing and employment. But because the evidence that tariffs wind up hurting domestic consumers and do not necessarily bring back manufacturing, farming or employment in those or other sectors, I found myself somewhat mystified as to why Trump is determined to push them through.

I realise that he is using them as a form of leverage to obtain concessions in non-trade areas like illicit drug interdiction and immigration. But he seems to want to go further than forcing neighbouring countries to tighten their border controls in exchange of a lifting of tariffs or reduction in the amount of them (both in terms of reducing tariff costs–say from 25 percent to 10 percent–as well as the range of goods subject to tariffs). He truly does appear think that tariffs are good for the US, all evidence to the contrary.

Because of his intellectual limitations (remember my empty vessel argument of a couple of weeks ago), I then thought about his economic advisors and how they may see the issue. Here is where I think I have found the answer to Trump’s obsession with tariffs. It has to do with the so-called Gilded Age.

Readers may recall Trump speaking of president William McKinley and the “Gilded Age” when the US was prosperous, expanding and turning into the global superpower that it eventually became. He even restored the name “Mount McKinley” to the mountain in Alaska known as Denali by indigenous people and has otherwise extolled the virtues of the 25th US president even though McKinley was assassinated while in office in 1901 (Vice President Teddy Roosevelt succeeded him). As it turns out at least one person (an anarchist) was not happy with his policies. Yet it seems that Trump seeks to return to a new US Gilded Age in light of what he and his advisors see as the failure of capitalist globalisation.

Needless to say, there have been global trade systems since ancient times. Notions of Riccardian and competitive advantage were eventually developed around them to explain and justify the commonweal benefits of global trade. This accelerated with the technology-driven globalisation of production, consumption and exchange that emerged as of the 1990s and grew exponentially in the following two and a half decades. While all economic boats would be lifted by this rising tide, the argument went, the expansion in trade was expected to benefit the US the most because it was the core of the global capitalist system, including finance, advanced manufacturing, information and high-tech services, logistics and even value-added primary good extraction.

For its adherents, the post-Bretton Woods moment was the US’s oyster and free trade under standardised monetary exchange conditions was considered to be so universally positive that theories (known as “neo-modernization” theories after the original 1950s variants) were advanced that posited that joining global systems of trade would lead to rising middle classes and eventually democracies in poorer authoritarian countries that adopted the export-import logic and other development models such as the so-called “Washington Consensus.” The Consensus (by industrialised nation’s finance ministers of the time) married neoliberal domestic economic theories based on the primacy of finance capital in determining a country’s investment opportunities in a macroeconomic environment characterised by the reduction of the State’s role as both manager and direct producer of national goods and services, on the one hand, with an abject faith in the invisible hand dynamics at play when national markets were opened up to unfettered foreign competition.

As it turns out, things did not go as planned. Rather than benefit the most as the core of the globalised system of trade, the US saw significant declines in domestic manufacturing, mining and other extractive enterprises as well as a number of value-added business sectors (textiles, shoes, ship-building) when US firms migrated abroad in pursuit of cheaper labour and supply chain inputs. Even service sectors saw business move abroad–think of off-shore call and computer service centres–something that in the aggregate saw the economic decline of the so-called Industrial Age-originated “Rust Belt,” growth of increasingly precarious labor markets and the rise of a host of social pathologies associated with that decline (the book Hillbilly Elegy by JD Vance sums them up pretty well even if it is a fictionalised account of his own life story pre-politics).

Put bluntly, instead of being at the top of the globalized pile, when it came to many US domestic businesses, profits were prioritised over patriotism, they moved their businesses abroad and the benefits of globalisation went to them (in terms of re-patriated profits), not their former employees and the communities that depended on their livelihoods. When it comes to free trade and open markets, businesses acted as capitalists first, and that made them globalists rather than nationalists.

The bottom line is that while the US remains the core of the global economy, the location of where globalisation impacted negatively the most within the US and the perception of its general decline as a result is a strong component of the economic nationalist discourse that propels the modern US Right. From Pat Buchanan to Rand Paul to Steve Bannon, US economic nationalists see US decline as rooted in two main things: 1) the migration of industries away from the Heartland to foreign countries which do not adhere to the overly restrictive environmental, labor, welfare and taxation standards of the US; and 2) the “woke” cultural transitions associated with granting equal rights to everyone regardless of merit while opening admission to immigrants from foreign cultures that are inherently anti-Western in orientation and yet upon which the US was increasingly dependent for both skilled and unskilled labor.

This is where economic nationalists on Trump’s staff like Peter Navarro come in. It is he and his colleagues that put the thought of the McKinley Gilded Age into Trump’s otherwise adderal-addled head. For them, a global trade war suits the US because as the biggest economic bully on the block, others will fold their cards before it has to. The belief is that although there will be short-term pain in the US domestic economy, eventually foreign countries and businesses will, for their own political as well as economic reasons, bend a knee and comply with US demands on trade and non-trade issues. Some manufacturing and other businesses may return to the US but even if they just adjust their bilateral export pricing and other trade measures in line with US demands, the view is that the US will eventually win and ultimately prosper because the advantages it has when it comes to complex economies of scale.

We need to underscore that many trade globalisation supporters did not see the US as necessarily benefitting more than others under the modern trade framework. Instead, they saw all nations receiving some benefit in excess of what they would accrue if they did not join the network, and within that “limited gains” perspective the US would still do well even if it lost uncompetitive businesses to foreign markets that held comparative and competitive advantages like lower wages and costs and proximity of raw materials, rising educational standards etc. They believed that the US would simply specialise in higher-end production and services that used advanced technologies and value-added capital goods while continuing to domestically supply most consumer non-durables like food staples and the like.

This is different than what the economic nationalists envisioned, and whereas the globalist economic vision is an integral part of the liberal internationalist perspective and institutional order codified in the likes of the IMF, WTO and World Bank, economic nationalists see the entire combine as inimical to US economic supremacy and hence an existential macroeconomic threat that increased US economic dependency on the whims of others such as the PRC and EU. Where globalists see trade interdependence and mutual benefit, economic nationalists see trade dependency and economic vulnerability The latter is the dominant rationale in the White House at the moment.

With Navarro and other economic nationalists back in the West Wing and the liberal international order in disarray for more than just economic reasons, the in-house consensus is that the time is ripe to push for another Gilded Age on the back of a tariff-based national economic restructuring. Coupled with a new version of gunboat diplomacy and carrying a foreign policy Big Stick, Trump is offered as the champion of and vehicle for that metamorphosis.

The trouble is that US capitalism today is not the capitalism of a century ago, nor is the nature of its connections to a globalized capitalist world with multiple centres of economic gravity. Think of the Middle East, the Arab oil oligarchies and their sovereign hedge funds. Think of the reach of the PRC’s Belt and Road initiative. Think of the rise of the Global South and emergence of the BRICS as an economic bloc. All of this suggests that while Trump may see himself as McKinley bringing in a new US Gilded Age, he is just a real-time protagonist in his economic advisor’s pipe dreams. What may have worked at the turn of the 20th century in terms of tariffs benefiting the US is unlikely to work in the early 21st century, at least not in the measure envisioned. So even if some countries cave to US demands on a host of issues, the chances of the US “winning” a truly global trade war seem long at best, and even if the US “wins” the economic contest, the political costs of subjecting the US electorate to consumer price hikes and supply chain disruption through the 2026 Congressional midterm elections and 2028 presidential vote may spell serious trouble for Trump, MAGA and the GOP regardless of who may or may not succeed him. The political fallout of the tariff moves, in other words, may yield negative dividends even if it is “successful” because the short-term economic pain that Musk and Trump talk about as necessary may not be tolerable for many voters, including those in Red States.

If that is the case, all the tariff-led economic gilding project may just turn into political rust.

Thinking about life in a nuclear armed crowd.

The title of this post comes from Albert Wohlstetter’s 1976 seminal essay Moving Towards Life in a Nuclear Armed Crowd. In that essay he contemplated a world in which several nations had nuclear weapons, and also the strategic logics governing their proliferation, deployment and use (mainly as a deterrent). For years after his essay was published, the number of nuclear-armed states remained low. Today they include the US, UK, France, PRC, Russia, India and Pakistan, with Israel as an unacknowledged member of the club and Iran and North Korea as rogue aspirants. At one time late in the Cold War, Argentina, Brazil and South Africa had nuclear weapons programs but abandoned them as part of the their transitions to democracy. By and large the Non-Proliferation Treaty (NPT) has kept the acquisition of nuclear weapons in check, something that along with various arms control agreements between the US and USSR/Russia (SALT I and II, START, the Intermediate Range Nuclear Forces Treaty (INF)), helped stabilise a low number nuclear weapons state status quo for five decades.

But that may be about to change. Not only have nuclear powers like the PRC, India and Pakistan opted to not be bound by international arms control agreements and others like Israel, Iran, India, Pakistan and DPRK have ignored the NPT. All of the major bilateral treaties between the US and Russia governing strategic and tactical nuclear weapons have been allowed to lapse. The non-proliferation regime now mostly exists on paper and is self-enforcing in any event. There are no genuine compliance mechanisms outside of voluntary compliance by States themselves, and in the current moment nuclear armed states do not wish to comply

The situation has been made considerably worse by the re-election of Donald Trump to the US presidency. Although he speaks of securing some sort of “deal” with Iran that freezes its nuclear weapons development programs, his threats of withdrawing from NATO, including withdrawal of security guarantees under the collective security provisions of Article 5 of the NATO Charter, coupled with his pivot towards Russia in its conflict with Ukraine, has forced some countries to reconsider their approach towards nuclear weapons. Polish Prime Minister Donald Tusk told his parliament this week that Poland “must reach for the most modern possibilities, also related to nuclear weapons and modern unconventional weapons” because of the threat of Russian aggression and unreliability of the US as a security partner under such circumstances. Similarly, French President Emmanuel Macron has floated the idea of extending a French “nuclear umbrella” over Europe (read: NATO and the EU) should the US renege on its Article 5 obligations.

The perception that the US is no longer a reliable security partner, at least under the Trump administration, must be considered by front-line states such as South Korea and Taiwan, perhaps even Japan and Germany, that are threatened by nuclear armed rivals and which until now were heavily dependent on the US nuclear deterrent for defending against aggression from those rivals. The situation is made worse because Trump is now using extortion (he calls it “leverage”) as part of his approach to security partners. His demands that Ukraine sign over strategic mineral rights to the US and that Panama return control of the Panama Canal to the US under threat of re-occupation are part of a pattern in which US security guarantees are contingent on what the US can materially get in exchange for them. Even then, Trump is notoriously unethical and prone to lying and changing his mind, so what US guarantees may be offered may be rescinded down the road.

Trump wants US security partners to spend 2 to 5 percent of GDP on defence and threatens to not honour US agreements with them if they do not. Although this may well force some NATO members and others to up their spending on defence (as Australia, Poland and South Korea already do), the one-size-fits-all percentage of GDP demand fails to recognise the circumstances of small and medium democracies such as NZ, Portugal and Holland, among others. Trump may call it driving a hard bargain, others may say that his approach is “transactional,” but in truth he is extorting US allies on the security front in order to gain concessions in other areas. And for “whatever” reason, he admires Putin and deeply dislikes Ukrainian president Zelensky as well as Canadian Prime Minister Trudeau, something reflected in his approach to bilateral issues and the way he talks about them. The personal is very much political with Trump, and he is an impulsive bully when he believes that it suits him to be.

The US pivot towards Russia under Trump has been much discussed in terms of its implications for the world order, strategic balancing among Great Powers and the future of the US-centric alliance systems in Europe and Asia. It truly is a major transitional moment of friction in world affairs. But the issue of nuclear proliferation as a response to the changed US stance has gone relatively unnoticed. Remember, these are not the moves of rogue states that are hostile to the old liberal international order. These are and may well continue to be the responses of democratic and/or Western aligned states that were integral members of that old order, who now feel abandoned and vulnerable to the aggression of authoritarian Great Powers like Russia and the PRC.

In the absence of the US nuclear guarantee and in the security vacuum created by its strategic pivot, indigenous development and deployment of nuclear weapons becomes a distinct possibility for a number of states that used to have the US nuclear guarantee but now are unsure if that is still true, and have the technological capabilities to do so. The global spread of high technologies makes the pursuit of nuclear weapons easier than in previous eras, and if time, money and willpower are devoted to doing so, nuclear proliferation will inevitably happen. Remember that nuclear weapons are primarily deterrent weapons. They are designed to deter attacks or retaliate once attacked, but not to strike first (unless destruction of the targeted society is the objective and retaliation in kind is discounted). They are the ultimate hedge against aggression, and now some non-nuclear states are reconsidering their options in that regard because the US cannot be trusted to come to their defence.

Russia has repeatedly raised the spectre of using tactical nuclear weapons in Europe should it feel cornered, but even the Kremlin understands that this is more an intimidation bluff aimed at comfortable Western populations rather than a serious strategic gambit. But that only obtains if the US still honors its nuclear defense commitments under NATO Article 5, and if it no longer does, then the Europeans and other US allies need to reassess their nuclear options because Russian threats must, in that light, be considered sincere.

Even so, first use of nuclear weapons, specially against a non-nuclear state, remains as the ultimate red line. But that line has been blurred by Trump’s equivocation. Nuclear hedging has now become a realistic option not just for front-line democratic states facing authoritarian aggression, but with regards to the US itself because it is a no longer a reliable democratic ally but is instead a country dominated by an increasingly authoritarian policy mindset at home and in its relations further abroad. Ironically, the “madman with a nuke” thesis that served as the core of deterrence theory in the past and which continues to serve as the basis for resistance to Iran and North Korea’s nuclear weapons programs can now be applied to the US itself.

There are two ways to look at the situation. On the one hand the chances of nuclear proliferation have increased thanks to Trump’s foreign policy, especially with regards to US international commitments and alliance obligations. On the other hand, deterrence theory is in for an overhaul in light of the push to proliferate. This might re-invigorate notions of flexible response and moves to provide stop gaps in the escalatory chain from battlefield to strategic war. Notions of nuclear deterrence that were crafted in the Cold War and which did not change with the move from a bi-polar to a unipolar to a multi-polar international system must now be adapted to the realities of a looser configuration–some call them metroplexes or constellations–in which the spread of advanced technologies makes the possibility of indigenous development of nuclear deterrence capabilities more feasible than in the old security umbrella arrangements of previous decades.

The irony is that it is the US pivot towards Russia that has popped the cork on the nuclear proliferation bottle. States like Iran and the DPRK have been subject to sanctions regimes that have slowed the development of their nuclear arsenals. But that happened against the backdrop of the US providing binding security guarantees to its allies, offering a credible nuclear deterrent to those who would seek to do harm against them and giving material support to the NPT. That is not longer true. It is the US that now must be viewed with suspicion, if not fear. The briefcase with nuclear codes is within a few arm’s lengths wherever Trump goes and he is now staffing the highest ranks of the US military-security complex with personal loyalists and sycophants rather than seasoned, politically neutral, level headed professionals with experience in the practice of strategic gamesmanship, including nuclear deterrence and war planning. Under those circumstances it would be derelict for military and political leaders in erstwhile US allied states to not hedge their bets by considering acquiring nuclear weapons of their own.

This was not what Wohlstetter envisioned when he wrote his essay. But after a period where that nuclear armed crowd appeared to stabilise and even shrink, some of his insights have become relevant again. It may no longer be about MAD (mutual assured destruction), but it sure is SAD.