Bob Kagan: We’re About to Find Out What Real Failure Looks Like | Bulwark Podcast
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Summary
Takeaways
- ❖The US effectively lost the war with Iran after March 18th, with Trump delaying the reality of defeat.
- ❖Iran has made no concessions; the 'deal' involves them shaking down Trump for billions in unfrozen assets.
- ❖The Strait of Hormuz will operate under Iranian control, allowing them to charge tolls and use it as leverage, effectively ending sanctions.
- ❖Media reporting on the Iran situation has been poor, failing to recognize the 'fraud' of Trump's claims and the settled nature of the conflict.
- ❖Trump's policy is turning against Israel, excluding them from negotiations and making them the primary victim of Iran's increased power.
- ❖The Abraham Accords are 'dead' as Israel becomes a pariah, and Arab states will be forced to cut deals with Iran.
- ❖The US is accelerating withdrawal from Europe and has weakened Asian alliances, notably giving away Taiwan aid to China as leverage.
- ❖Russia sees a 'once-in-a-lifetime opportunity' to make strategic gains in Europe due to US disengagement, potentially by disrupting aid to Ukraine.
- ❖The US military is strained by prolonged deployments and depleted missile stocks, making it difficult to sustain multiple conflicts or new interventions like in Cuba.
- ❖The 'America First' foreign policy, driven by a perceived failure of past US global engagement, is leading to a breakdown of the stable post-World War II world order.
Insights
1Trump's Iran Policy is a Strategic Surrender, Not a Deal
Bob Kagan asserts that the US effectively lost the war with Iran after March 18th. Trump's administration has been trying to delay this reality, while Iran has made no concessions. The proposed 'deal' is a mechanism for Iran to extract billions in unfrozen assets and gain control over the Strait of Hormuz, which will allow them to dictate terms to global shipping and effectively nullify any future sanctions.
Kagan states, 'We effectively lost the war after March 18th. Trump has done nothing since March 18th... Iran has not made a single concession on any point.' He adds that Iran is 'shaking Trump down for money' in return for 'opening the straight' under Iranian control, which will be used as leverage against all nations.
2US Disengagement Empowers Adversaries and Weakens Allies
The shift towards an 'America First' foreign policy under Trump is leading to a broad disengagement from global commitments. This includes accelerating troop withdrawals from Europe, creating disarray in Asian alliances, and potentially abandoning Taiwan. This vacuum is being filled by powers like Russia, which sees a 'once-in-a-lifetime opportunity' to make strategic gains in Europe, and China, which is now regarded as an 'equal partner' by the US, despite gaining concessions on Taiwan.
Kagan notes, 'This is the beginning of a general turn to real America first foreign policy. I think the Iran expedition is probably the last thing that Trump does outside the hemisphere.' He mentions 'accelerating their withdrawal of troops from Europe' and that 'Asian alliances are in complete disarray.'
3Israel and Gulf States Face Dire Consequences from US Retreat
Israel, for whom the US-Iran conflict was largely fought, is now the primary victim of Trump's disengagement, being excluded from negotiations and facing a newly empowered Iran. The Abraham Accords, once touted as a success, are now 'dead' as Israel becomes a pariah in the region. Gulf States, realizing the US cannot protect them and has depleted its missile defense stocks, are forced to cut deals with Iran, further solidifying Iran's regional dominance.
Kagan states, 'We fought this war, the United States fought this war for Israel, everybody can see that... Israel is going to pay the biggest price by far.' He also notes that the Abraham Accords 'far from expanding, are now dead.'
4The Collapse of the Sanctions Regime is Inevitable
With Iran gaining control over the Strait of Hormuz, the global sanctions regime against Iran will collapse. Countries dependent on energy from the Persian Gulf, such as Japan and Korea, will be compelled to cut deals directly with Iran to secure access, bypassing any US-led sanctions. Iran will simply deny passage to vessels from nations that impose sanctions.
Kagan explains, 'The notion... that there's going to be a sanctions regime on Iran still. No, there isn't. Because the Iranians are not going to let anybody with a vessel who's putting sanctions on them with a vessel get the get their vessel through the straight. That it's as simple as that.'
Bottom Line
The US military is being strained to a 'cracking' point by prolonged deployments in the Gulf and potential new quagmires like Cuba, impacting readiness and global defense capabilities.
This overextension means the US may lack the resources to effectively respond to multiple crises simultaneously, potentially creating vulnerabilities that adversaries could exploit.
Countries previously reliant on US security guarantees may accelerate independent military build-ups or seek new alliances, creating opportunities for defense industries and shifts in global arms markets.
The 'America First' foreign policy is not just about disengagement, but a potential pivot to 'purely hemispheric aggression,' focusing on interventions in regions like Cuba or Venezuela.
This shift could lead to new, costly quagmires closer to home, diverting resources and attention from major global challenges while offering little political benefit to the US.
Regional powers in the Western Hemisphere may need to re-evaluate their defense strategies and alliances in anticipation of potential US interventions or increased instability.
Key Concepts
World Order Management
Kagan argues that the US-led international system, established after World War II, has been uniquely successful in preventing great power conflicts and fostering prosperity. This system required the US to be willing to use force and take risks globally, which he refers to as 'global order management,' and that many interventions, even 'misses,' contributed to sustaining this order.
Leverage Mismanagement
Trump's approach to negotiation, particularly with China regarding Taiwan, is characterized as 'worst negotiating strategy in the world.' By announcing what he considered leverage (the Taiwan arms sale) rather than using it discreetly, he allowed China to turn it into their own leverage, thereby weakening the US position.
Lessons
- Monitor shifts in global energy markets and shipping routes, particularly through the Strait of Hormuz, as Iranian control will impact supply chains and pricing.
- Evaluate the stability of existing international alliances and prepare for potential re-alignments as US global leadership diminishes.
- Assess the implications of increased Russian and Chinese influence in regions where the US is withdrawing, considering new risks and competitive landscapes.
Quotes
"We effectively lost the war after March 18th. Trump has done nothing since March 18th basically... Iran has not made a single concession on any point."
"The only people who've never said that are the uran are the Iranians. And and since they're the ones who are completely in the driver's seat right now, I think their deal is the one that is the one that is going to emerge."
"We fought this war, the United States fought this war for Israel, everybody can see that... Israel is going to pay the biggest price by far."
"The United States has proven that it cannot, will not, does not care to [protect the waterways of the world]... The sanctions are all going to fall."
"Putin must see that this is maybe a once-in-a-lifetime opportunity to really make a fundamental strategic gain in Europe because the United States is so evidently leaving."
"Americans came to take that for granted. They assumed that that is the steady state and therefore all we were ever doing was getting into trouble without realizing that the getting into trouble was part and parcel of the overall effort to sustain this world order."
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