Kosovo Crisis Points to Global Realignment
Summary:
Stratfor predicted both the Kosovo crisis and Serb-Iraqi collaboration in our January 1999 Annual Forecast. We also said that the Russians were critical to these situations. Our reasoning: the world is in a massive realignment designed to create an international system that can limit U.S. power. The Kosovo crisis is not so much a Russian trap for the Americans as an American created trap for itself, a gift to those who want to bring the U.S. down several notches.
Analysis:
On January 4, 1999, our Annual Forecast stated that: "The Serbs, supported by the Russians, will test the United States in Kosovo. There is increasing danger of a simultaneous challenge from Serbia and Iraq, straining U.S. military capabilities dramatically." Then, on January 25, 1999, we wrote the following: "Something odd is going on. The Iraqis are not allowing the latest crisis to die down, but are challenging U.S. aircraft with missiles and are deploying forces southward. Their newspapers are full of threats directed toward Kuwait and Saudi Arabia. At the same time, the Serbs deliberately carried out a massacre that was intended to be detected, and then intentionally exacerbated the crisis by trying to expel a senior diplomat. There is now the real possibility that Baghdad and Belgrade are coordinating their actions to simultaneously pose challenges that strain U.S. military capabilities. At the same time, Russia has taken on a much more assertive role, demanding that the U.S. not attack either Iraq or Serbia. The U.S. Post-Cold War coalition has completely broken down. Russia, France and China are all resisting the U.S. A window of opportunity has opened here for the Iraqis and Serbs. We see signs that they are now taking advantage of it, perhaps in concert."
Today's British Sunday Telegraph is reporting that Yugoslavia and Iraq in fact signed a secret cooperation treaty. Under the agreement, Iraq would provide Yugoslavia oil and money in return for Yugoslavian help in rebuilding Iraq's air defenses. According to a British Foreign Ministry spokesman quoted by The Telegraph: "We are aware of the reports that there is a connection between the Iraqi and the Serbian regimes. Obviously this is a cause for concern and demonstrates the sort of company that Milosevic is now keeping. The Prime Minister is aware of these reports. Nothing would surprise us about Saddam or Milosevic." In other words, the British are confirming the reports.
The point here is not simply to demonstrate how right we were, although we don't mind if anybody notices. Rather, it is to try to demonstrate that things are not as chaotic as they appear. There are broad, global forces at work that have led the world to this current crisis in Yugoslavia and which point the way to events beyond. When we consider why Stratfor reached the conclusions it did in January, it will be easier to understand what these forces are and what they portend.
Stratfor has been focusing for several years on the disequilibrium of the international system. Like everything else, the international system seeks equilibrium. Ever since the collapse of the Soviet Union, the system has been unbalanced. The United States was not only overwhelmingly powerful, but no conceivable group of nations could resist the basic thrusts of U.S. policy. Given U.S. political and economic supremacy, virtually all nations, save a small group of "outlaw" nations, were prepared to collaborate with the United States. Put differently, any nation not prepared to collaborate with the United States was, by definition, an outlaw or rogue state.
Over time, it was inevitable that other nations would seek to create a counterbalance to the United States designed to create room for maneuver for themselves. Creating such a counterbalance was extremely difficult. The economic advantages of collaboration with the United States were so great, that political or military resistance to American initiatives was irrational. Neither Russia nor China, for example, would collaborate with each other if the consequence of such collaboration would be American economic retribution. Thus, since 1991 an extremely strange and even unnatural disequilibrium dominated the world. The United States presided over a global coalition and isolated any nation that would not participate.
The Asian economic crisis and the Russian economic collapse were only barely connected economically. Yet, they were profoundly connected politically. As Russia's and China's economies struggled under the burdens of economic contraction, each began to experience a degree of internal political instability. Each, in its own way, sought to stabilize its economy by reigning in liberals (those who sought collaboration with the United States) and increasing dependence on conservatives (those who sought to pursue a course simultaneously more nationalistic, and more political and military in nature). The liberals and economists grew weaker. The conservatives, apparatchiks and generals grew stronger.
For a year now, China and Russia have been cautiously moving toward entente. However, the Russian situation, which is both more grim economically and more powerful militarily, evolved faster. Nationalists, conservatives, apparatchiks and generals essentially seized control of Russia, ousting westernizers, liberals, technocrats and economists. The new faction -- realizing that economic help from the West was not forthcoming, insufficient or actually irrelevant to Russia's economic problems -- sought to create a political space within which Russia could reassert its geopolitical interests.
The United States, believing that the events of 1989-1992 had permanently transformed the world so that only the American geopolitical understanding was viable, resisted the Russian attempt to redefine its sphere of influence. The Russians became more uneasy and aggressive. It appeared logical to us that Russia would find it in its interests to create a new bloc partly to defend itself, partly to assert itself and partly as a bargaining chip against the IMF and the United States. Few nations would initially collaborate with Russia. The rogue states were the exception and three rogue states were of particular interest: Serbia, North Korea and Iraq. North Korea was dangerous to Russia because of proximity, and because of potential Japanese and Chinese responses. So the Russians put that one on the back burner.
Serbia and Iraq, however, were perfect. What made them perfect was that they were completely isolated, would rapidly move into a position of dependency on Russia, were of marginal importance to Russia so that they could be abandoned if need be, and most important, their behavior would drive the Americans up a wall, increasing Russia's leverage. Given Russia's position, it was obvious to us that if the Russians were rational, they would quietly align themselves with Serbia and Iraq and create a coordinated crisis designed to psychologically stun the United States and open the door to a redefinition of the international system.
In examining the options, it seemed clear to us that two things would happen. First, the Russians would do everything to encourage the Iraqis to pin U.S. forces in Iraq. Second, the Russians would encourage Serbian intransigence over Kosovo. By covertly supplying critical military supplies and providing public political support, Russia created a space in which both the Serbs and Iraqis could resist U.S. military pressure. Ideally, from the Russian point of view, the United States would find itself in a position where, for the first time since World War II, it was conducting air campaigns simultaneously in two widely dispersed theaters. The ideal for the Russians was an ineffective, prolonged campaign in Iraq and an intensive one in Serbia. Neither can succeed, neither can end, both will together sap U.S. military strength while straining the American alliance system.
This should not be thought of as some conspiracy theory. The Russians did not create the current situation. All they did was provide limited resources and encouragement to two isolated nations that the United States, of its own volition and inertia, was committed to redefining. Russia did not create the American obsession with Iraq and Serbia. All that the Russians did was to provide them with sufficient material and confidence to be willing to reject American ultimatums.
Therefore, Iraqi-Serbian cooperation is a given in two senses. First, they would have to be idiots not to cooperate. And in spite of the nasty U.S. tendency to underestimate its opponents, neither Milosevic nor Saddam is even slightly stupid. Second, and more important, they now have a sponsor for their cooperation: the Russians. The Russians want to bring down the Americans several notches in order to increase their leverage. Coordinating two rogue states is a Russian specialty. They are doing it well.
This puts the Russians in an excellent position. The head of the IMF is in Moscow today. A Russian delegation is in Belgrade, having first met with Richard Holbrooke, architect of the current U.S. Serbian policy. Having demonstrated their willingness to resist the United States and their ability to do so, the U.S. must either dramatically escalate the air war and introduce ground forces, or it must negotiate from a much weaker position than before. Now, the U.S. needs the Russians to speak to the Serbs and possibly to guarantee the peace, a role the Americans have normally reserved for themselves. The coincidental presence of the IMF in Moscow is not really that relevant, because Russia's economic problems are beyond redemption. Nevertheless, there will have to be a payoff.
But the big story now is Russia's relationship with China. In 1972, China and America ganged up on Russia in order to stop its tremendous momentum. Today, the players shift their partners but the game remains the same. Russia and China have a joint, strategic interest in hemming in the United States. With U.S.- Russian relations in terrible shape and U.S.-Chinese relations in nearly as bad disarray, the danger to the American global position is substantial. China and the U.S. are having a summit in a few weeks. With Russia on the knife's edge of hostility or cooperation with the U.S., China is an extraordinary position to demand concessions, and failing to secure them from the U.S. to then realign itself with the Russians.
These are the fundamental issues facing the U.S. The Kosovo issue is and was a side issue. The key to the lives of the Kosovars is not in Washington but in Belgrade and Moscow. Serbia wants guarantees of a unified, sovereign nation. Russia wants a sphere of influence. So does China. The real issue is does the United States know what it wants, and knowing it, is it achievable and at what cost? There are far greater stakes on the table than Kosovo. That was obvious in January and that is obvious today.
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