“an economy the magnitude of Russia’s, the 11th largest in the world, has never been sanctioned so comprehensively. Going after a central bank of this size, a major economy’s connections to international banking systems, and many of its sectors, is indeed unprecedented. And to target an economy that large unleashes unintended consequences on Russia, the US, and the globe.
Russia is a major energy exporter, and energy prices are rising and sending inflation even higher. Russia also exports significant amounts of grains, cooking oils, and fertilizer. So sanctioning the country — even with carve-outs and waivers for humanitarian purposes — could have a devastating impact on vulnerable people in poor countries. The United Nations says that economic sanctions will impact Russian and Ukrainian food production, which is exacerbated by the war and Russia’s blockade of Ukrainian ports. One possible outcome, the UN reports, is that “the global number of undernourished people could increase by 8 to 13 million people in 2022/23.””
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““We all worry about the overuse of sanctions, but I think that this is clearly not a case of overuse,” an administration official who spoke on condition of anonymity told me. “This is a case of responding to a clear and egregious violation of basic tenets of international law and human rights. I think this is a case of indisputable agreement that the world needs to respond and sanctions are an appropriate tool.””
“members of the infamous Blob, America’s foreign policy establishment, are urging Biden to do a full kowtow to Riyadh (and presumably Abu Dhabi as well), doing the royals’ bidding as before. After all, the relationship always has been about them. Years ago Defense Secretary Robert Gates observed that the Saudis were ever ready to “fight the Iranians to the last American.” Nothing has changed.
For example, Washington Post columnist Fareed Zakaria backed the idea of a “grand bargain,” which would trade security guarantees for Saudi concessions: “There is a way for Washington to forge a new security umbrella in the region that includes Israel, Egypt and the gulf states. It would stabilize the security environment, foreclose the prospects of a nuclear arms race in the region and provide access to energy for the industrialized world. But that path would have to include making up with Mohammed bin Salman.”
Bloomberg’s Bobby Ghosh views the problem as personal and political immaturity: “The most important partnership in the Middle East has been put in jeopardy by the peevishness of a prince and political opportunism of a president. Repairing the Saudi‐American relationship will require the first to behave like a grown‐up, the other like a statesman.”
Although Tufts University’s Daniel Drezner was more skeptical that a satisfactory accommodation could be reached, he intoned: “I hope the Biden administration is conducting internal deliberations about what concessions it would be willing to make to engage in some transactional diplomacy with Saudi Arabia. As bad as Saudi behavior has been, Russia’s bad behavior has been worse and merits a priority of focus.”
This approach, which treats murderous wars and grievous human rights violations as minor inconveniences, is a terrible idea. To start, fulfilling demands by dependent regimes would undermine Washington’s credibility. The Washington War Party has routinely insisted that the US should intervene militarily everywhere for the most spurious reasons to convince the world that it is prepared to go to war anywhere at any time for anything. Hence nonsensical claims that failing to bomb Syria over chemical weapons or stay in Afghanistan for a 21st year would trigger major power aggression around the globe. In fact, America’s adversaries distinguish between serious and peripheral issues, and act accordingly. (Which is why Moscow withdrew from Afghanistan after only ten years compared to America’s astounding two decades.)
However, US credibility really would be at stake if the administration submitted to Riyadh’s and Abu Dhabi’s demands, acting as if it was a weak Third World state rather than global superpower. Again, putting royal interests first would encourage other defense dependents to make similarly inflated and malign demands. Washington would be playing the supplicant and would be expected to do the same elsewhere.
Moreover, Saudi Arabia, in particular, and UAE are not normal countries, either liberal democratic or even moderately authoritarian allies. The Kingdom earned a rating of just seven out of 100 by Freedom House, making it one of the world’s baker’s dozen most repressive nations and territories, dwelling in the human rights cellar along with Equatorial Guinea, North Korea, Eritrea, Turkmenistan, and Tajikistan. Riyadh is much worse than Russia, at least prior to that latter’s internal crackdown to suppress any antiwar dissent, which made the latter much more like the KSA.
Those celebrating MbS’s recent social liberalization are merely highlighting how until recently the Kingdom was a true totalitarian state, in some ways more absolute than Mao Zedong’s China and Kim Il-sung’s North Korea. Thankfully, those who face prison for dissent now can attend a movie before being locked up! Alas, a free society that does not make.”
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“Riyadh is, despite Drezner’s claim, a more malign actor internationally than Russia. The royal regime’s alleged friendship with America never meant respecting America’s interests. Especially once MbS took effective control of the government. The regime tolerated substantial financial public support for al‐Qaeda until the group attacked the royals. Saudi Arabia also kidnapped a head of government (Lebanon), blockaded and made plans to invade another friendly state (Qatar), used money and troops to enforce brutal dictatorships (Bahrain, Egypt), and subsidized jihadist forces (Libya, Syria).
Worst was the invasion of Yemen. To reinstate a pliable regime in its desperately poor neighbor, Riyadh and Abu Dhabi joined in a “coalition,” hiring countries dependent on their financial largesse, such as Sudan, which deployed ground forces in the conflict. Total deaths are estimated at roughly 400,000, 60 percent of them young children, who are particularly vulnerable to disease and malnutrition. Human rights group report that coalition activity, both air attacks and de facto blockade, is responsible for the vast majority of civilian deaths.”
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“In short, rewarding Saudi Arabia to further punish Russia would be a bad trade‐off, for moral as well as practical reasons. Especially since the Saudis likely would undercut any promises to increase production — cheating by OPEC members always has been systemic and endemic. Nor would increasing the flow of Mideast oil necessarily significantly intensify pressure on Russia or affect Moscow’s behavior. US economic sanctions have rarely forced regimes to act against what they viewed as fundamental political interests. The costs of such a policy would be substantial and real. The benefits would be speculative at most.
The better strategy would be for the administration to demonstrate that US officials will no longer be docile retainers for the Saudi and Emirati royals. For instance, the administration should stop helping them slaughter their poor neighbors. The US sold the aircraft, for a time refueled them, and still services the planes, supplies the munitions, and provides the intelligence. Washington should effectively ground the royal fleets by ending support services and weapons resupply. That would encourage the Saudi king to take the president’s next call.
Moreover, the administration should indicate that the well‐armed Gulf regimes are vulnerable to attack mostly because they lack domestic political legitimacy — who wants to die defending Crown Prince “Slice n’ Dice” so can he murder another critic or build another palace? US military personnel should not be treated as mercenary bodyguards, the equivalent of the civilian expatriate labor used to do most of the “dirty work” in those societies. It is past time for the Saudis and Emiratis to earn their people’s support. The KSA’s uncertainty about America’s continuing military commitment already has spurred the regime’s talks with Iran, which could ease the region’s dangerous Sunni‐Shia split. Ultimately Riyadh and Abu Dhabi should take over responsibility for their security.”
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“Foreign policy sometimes requires difficult compromises. Thankfully, the Cold War is over. Russia is far less dangerous than the Soviet Union; today’s united Europe is far more able to contain Moscow than yesterday’s Western Europe. If Washington officials are going to confront Russia over domestic oppression and foreign aggression, they cannot excuse Saudi Arabia for the same.”
“After years of attacks on civilians, the Saudis and Emiratis are guilty of manifold war crimes. The United Nations Group of Eminent International and Regional Experts on Yemen, subsequently disbanded under Saudi pressure, last fall described the horror: “Since March 2015, over 23,000 airstrikes have been launched by the coalition in Yemen, killing or injuring over 18,000 civilians. Living in a country subjected to an average of 10 airstrikes per day has left millions feeling far from safe.” Victims included “civilians shopping at markets, receiving care in hospitals, or attending weddings and funerals; children on buses; fishers in boats; migrants seeking a better life; individuals strolling through their neighborhoods; and people who were at home.”
Support for the royal aggressors made US officials into coconspirators. Reported the New York Times in September 2020: “The civilian death toll from Saudi Arabia’s disastrous air war over Yemen was steadily rising in 2016 when the State Department’s legal office in the Obama administration reached a startling conclusion: Top American officials could be charged with war crimes for approving bomb sales to the Saudis and their partners. Four years later, more than a dozen current and former U.S. officials say the legal risks have only grown as President Trump has made selling weapons to Saudi Arabia, the United Arab Emirates and other Middle East nations a cornerstone of his foreign policy.””
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“Last November the United Nations Development Programme estimated Yemen’s death toll at 377,000, 70 percent of whom were children under five. Indirect causes, especially malnutrition and disease, took the majority of lives.”
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“despite Washington’s shameful backing for Saudi/Emirati aggression and attacks on civilians, the royal regimes appear to have tired of their endless wars. Indeed, Ansar Allah’s strikes on Riyadh and Abu Dhabi, though limited in effect, seriously embarrassed both governments. The Emiratis were particularly vulnerable since further attacks on Dubai could wreck its role as a hub for commercial activity and air travel.
In a dramatic move, the Saudis forced Yemen’s nominal president, Hadi, to yield his authority, after spending seven years justifying war to restore him. Reported The Wall Street Journal: “Saudi authorities have largely confined him to his home in Riyadh and restricted communications with him in the days since, according to Saudi and Yemeni officials.” The Houthis dismissed the move and some analysts speculated that Riyadh hoped to unite factions opposed to Ansar Allah to better wage war. However, the move effectively cleared the deck for negotiations. Peter Salisbury of the International Crisis Group opined that this was the “most consequential shift in the inner workings of the anti‐Houthi bloc since war began.”
More significant — and generating more hope — is the two‐month ceasefire that began on April 2, the first day of Ramadan, a month of fasting and reflection for Muslims. For the first time in more than seven years, the royal air war against Yemeni civilians halted. If respected, the suspension of hostilities, which was announced by UN Special Envoy for Yemen Hans Grundberg, could lead to a more durable settlement. Needed is a political compromise among Yemenis providing broad representation in a new government.
Still, any optimism must be tempered. Past ceasefires have collapsed and reaching agreement, especially given outside interference, will be difficult.”
“Russia’s invasion of Ukraine has made Sen. Mitt Romney winner of the latest “strange new respect” award. When running for president in 2012 Romney insisted that Russia was “without question our number one geopolitical foe.” He’s being held up as a geopolitical prophet even though he was ostentatiously wrong then and remains wrong today.”
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“Despite Moscow’s unhappiness with US policy, only in Georgia had Moscow responded violently toward a military threat. And that appeared to be a one‐off event. The Putin government did little to obstruct Washington’s imperious, incompetent interventions despite Putin’s 2007 criticism. And the two countries were nowhere at existential odds. Indeed, cooperation even seemed possible on regional issues, such as addressing the Iranian and North Korean nuclear programs.
Nor had the Russian army performed particularly well in Georgia, exhibiting “structural and technological weaknesses,” according to the International Institute for Strategic Studies. IISS also noted that “the Ministry of Defense and the General Staff remain on the whole reluctant to reform and modernize.” The Putin government sought to reform its armed forces, but the process was nowhere near complete by 2012. Prior to the US election IISS noted that despite claims modernization objectives had been largely achieved, “the reforms have not always run smoothly.” In particle, “personnel issues continue to bedevil the modernization process.” Finally, “modernizing the equipment used by military personnel is another challenge.” Although the Russian armed forces were improving, they did not threaten the US in any significant way, nor should they overmatch European capabilities, at least if America’s allies contributed meaningfully to their own defense.
There was nothing that justified calling Russia a geopolitical foe, let alone America’s “number one geopolitical foe.” And there probably wouldn’t have been reason to make that argument today absent events of 2014.”
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“Yet even his terrible war on Ukraine doesn’t directly threaten America. At least so long as both Washington and Moscow avoid a clash that could escalate. Putin may grow more reckless having presumably miscalculated in expecting an easy victory. The Biden administration might grow more aggressive in supporting Kyiv to maximize Russia’s distress. Putin’s nuclear alert is a reminder of the global stakes, especially if he feels he has painted himself in a corner.
Thankfully, unlike during the Cold War, Moscow and Washington are not playing a winner‐take‐all ideological game. The US remains vastly stronger militarily and America and Russia still have no essential territorial disputes. Although their objectives sometimes conflict in areas such as the Middle East, that has been exacerbated by the steady deterioration of their relations over the last eight years, which has encouraged Moscow to challenge the US globally. Another unfortunate consequence: The Putin government also has turned to Beijing, but additional American pressure only pushes them closer.
Moreover, Moscow lacks the power to dominate Europe, let alone Eurasia. Europe still should be defended, but it is long past time for the Europeans to take over that responsibility. Indeed, Russia’s attack on Ukraine should be the famed fire bell in the night for Europeans. Already Moscow has unified both NATO and the European Union against his country. He even has provided a demonic figure, not quite as dramatic as Adolf Hitler, but still sufficient to enrage his opponents.
The US can be most effective not by rushing more forces to Europe, but rather by calling its allies to account. Washington should make clear that Putin’s criminal aggression has not changed the fact that for America China remains a far more significant challenge. Their security is ultimately their responsibility.”
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” Russia’s lawless attack is an atrocity but does not change basic geopolitical reality: Moscow is principally a problem for Europe, not America. Since the end of the Cold War Russia stopped being a significant geopolitical foe of the US and has not turned into one since. Dealing with the ongoing war still won’t be easy. However, while punishing Russia for its criminal conduct Washington must ensure that neither it nor its alliance partners get drawn in. That could turn a limited conflict into a nuclear confrontation and a world in which no one would be debating geopolitical threats anymore.”
“The United States and its allies imposed unprecedented economic sanctions on Russia in the wake of its full-scale invasion of Ukraine. The swiftness and intensity of the penalties crashed the ruble, forced the Russian stock market to close, and sent Russians to line up at ATMs to withdraw dollars from their bank accounts.
The Russian economy was in free fall. Until it wasn’t, exactly.
The country’s central bank responded by sharply hiking interest rates to 20 percent and imposing strict capital controls. Those interventions, along with Russia’s still-intact ability to sell its oil and gas abroad, helped create a buffer against the economic chaos after the initial sanctions shock. The measures were “straight out of the country’s economic crisis playbook,” said Adam Smith, a partner at Gibson, Dunn & Crutcher, who worked on sanctions during the Obama administration.
The economic crisis playbook did its job, and calmed the immediate crisis. The ruble stabilized. That allowed Russia to declare victory over the sanctions onslaught. “The strategy of the economic blitz has failed,” Russian President Vladimir Putin said in April.
At least, that is what Russia would like to claim. Russia’s efforts to shore up its currency mask the profound economic disruptions and transformations that sanctions are unleashing within Russia right now. The West’s sanctions are isolating Russia, cutting it off from key imports that it needs for commercial goods and its own manufacturing to make its economy work. That means high-tech imports like microchips, to develop advanced weaponry. But it also means buttons for shirts.
Right now, there is “this false sense of stability,” said Maria Shagina, a visiting fellow at the Finnish Institute of International Affairs.
Russia is facing a deep recession, one the Bank of Russia says will be “of a transformational, structural nature.” The Finance Ministry has predicted the Russian GDP will shrink by about 8.8 percent in 2022. Inflation is expected to clock in as high as 23 percent this year. Russia is looking at a looming debt default. All of this will mean hardship for ordinary Russians, who are already seeing their real incomes shrink. Some tens of thousands have tried to flee, especially those in tech, prompting a potential “brain drain.” And these are the things we know; Russia will cease publishing a lot of economic data, a tactic, experts said, Moscow has used before to obscure the effects of sanctions.
These sanctions, said Yakov Feygin, a political economy expert at the Berggruen Institute, are pushing Russia — a modern economy, integrated around the globe — back decades and decades.
“They’ve stabilized it, they’ve taken emergency measures. That was to be expected. But that’s not going to help them in the long run,” Feygin said of Russia. “You’re not going to see people queuing for food for quite a bit. But with the current course of things, it’s still very possible.”
The US and European allies have continued to pile on more penalties, refining and sharpening the sanctions, all in an effort to ratchet up the pressure on Moscow. The EU has proposed a phase-out of Russian oil products, and depending on the final details, that might further erode the Kremlin’s lifeline. And the US could take additional steps, like threatening secondary sanctions that go after countries like China or India, to deter them from buying cheap Russian energy. That comes at a cost, and not just for Russia.
Even without more escalation, the sanctions regime against Russia is one of the most aggressive in history, untested on an economy of Russia’s size and as entangled in the global financial system.
Whether the sanctions are “working,” then, depends on what they are intended to achieve. One thing is clear: Over time, these sanctions will likely make it harder for Russia to rebuild its tanks, manufacture cruise missiles, and finance a war. It will also make it harder to produce food and make cars. And it still may not stop Russia from pursuing its campaign against Ukraine, all with unpredictable consequences for the rest of the world.”
“The original deal was reached during Barack Obama’s presidency, after years of talks among Iran, the United States and other leading countries, including Russia and China. It lifted an array of nuclear sanctions on Iran in exchange for severe curbs on its atomic program. The deal had limits, however, including provisions that would expire over time, technically starting within the next three years. (Supporters of restoring the deal argue that the most important provisions won’t expire for several more years and some elements last in perpetuity.)”
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“the original Iran nuclear deal involves the Russians taking special roles in helping Iran implement the agreement, such as shipping out Iran’s excess enriched uranium. If Russia refuses to play that role, the deal is once again undermined.”
“The European Union is dependent on Russia for almost half of its natural gas and a quarter of its oil. Germany alone imports 55 percent of the gas it consumes from Putin’s petro-state. As part of its invasion strategy, Russia thought it could use its natural gas and oil to blackmail Europe into passivity. Europe is belatedly beginning to shut off the Russian spigot, but it will pay a heavy economic price for the delay.
And for Europe’s energy switch to succeed, the United States must step up.
Just as we were the Arsenal of Democracy when fascism threatened Europe 80 years ago, today we must become the Arsenal of Clean Energy. That means we should finance and export clean energy to Europe in large quantities as quickly as possible. This approach would help protect our own security and economic interests, as well as the sovereignty, democracies, and economies of Europe, all while working to combat climate change.
Our goals should be: 1) make European energy secure; 2) help shift European countries to cleaner energy; and 3) create a massive clean energy market that strengthens supply chains and job creation in the U.S.”
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“starts with an energy version of the “Candy Bombers” who supplied Berlin during the Soviet Union’s blockade in 1948. In this case, we could provide a temporary natural gas lifeline to Europe as they wean themselves off Russian energy. America has some additional capacity, and more coming online very soon, to send liquefied natural gas to Europe. We should combine a near-term increase in U.S. gas production and exports to Europe with assistance for European countries to, over the medium-term, reduce their reliance on natural gas by switching to other, lower-carbon fuels and increased energy efficiency.
Second, to ensure this lifeline leads Europe to a safe and sustainable future, the United States needs to create an American clean energy sovereignty fund. We should commit to $10 billion per year for the next decade to finance the export of U.S. hydrogen, nuclear, and carbon capture technology that can be deployed across Europe. The new technologies should be supported by both U.S. and European supply chains and workers to ensure economic growth across both continents. This government-backed entity would provide a significant cost-share for countries importing U.S. clean energy, particularly technologies that will be primarily made in and exported from the U.S.
As we are seeing now with Germany’s reconsideration of its decision to close its nuclear plants, even renewable-heavy countries need firm clean energy provided by technologies like nuclear power. This is even more important in industrial areas of Eastern Europe that need both the steady electricity and high heat that nuclear, or hydrogen, can provide.
Finally, as all of Washington knows by now, personnel is policy. To underscore the urgency of this mission, the Biden administration should create a new, senior position at the National Security Council to manage clean, firm energy and coordinate the alphabet soup of agencies involved. This position would oversee a new “Team Energy” of public and private sector experts who can cut through the bureaucracy.”