Dateline: above the garage in Portsmouth RI, 23 June 2004
The concept of the Son of PNM book keeps lodging itself in my head and I can't get it out. No surprise there, and let me tell you why.
First, I am booking speaking engagements out to next spring already. So I'll be speaking in Canada at a PM-attended security conference, at Sandia National Labs, at a super-computing conference in Newport, at PopTech! in Maine, and the Accelerating Change 2004 conference in Stanford, at the Kennedy School at Harvard, at a conference of CEOs from the world's largest construction companies, and so on and so on. Giving all those briefs over the coming months will keep challenging me to extend the material, because, while I always like the brief to retain certain core concepts, I always want to see the brief as a whole grow and evolve, simply because it keeps it entertaining for me to deliver. Hence, I feel the need to point myself in the direction of Son of PNM.
Second, I am becoming involved with a lot of different military commands in their efforts at long-range planning. Which ones you ask? All the ones you'd logically think are really important right now. What's so exciting on that front is how seriously they're taking PNM as a strategic map to a future worth creating. What's so challenging is that once they put the book down, they want details on how that future will unfold step-by-step for their area of responsibility, or AOR. Because I can't get away with just waving my arms and saying, "Presto—a future worth creating!" I need to extend myself and the material for these conversations to continue, and that's where it gets interesting indeed.
My agent Jennifer is a very smart person, and so she logically locked onto the idea that the Son of PNM starts where the "ten steps to a future worth creating" left off. And the more I talk with various long-range planners at various commands about how they can integrate my material into their thinking, I find myself working that very same intellectual terrain.
I know now that the Son of PNM is both inevitable and good. But I still know it will be a year before I can write that proposal the way it needs to be written, so I turn Mark Warren (my editor) loose with the Emily Updates in the meantime, even I as will spend a significant portion of my creative thinking time over the next year generating the strategic concepts that will populate the next book.
In short, the story of the Son of PNM will be the same one I've been working on since I first drew up that "alternative global futures" brief back in 1996: the sequence and timing of future global integration. My starting premise now is that you have the Core and the Gap, so the first question is: what is the next area absorbed into the Core.
Answer there is pretty simple: the Middle East. So the questions then become: do this process succeed or fail? If it succeeds, which Core players play the most important roles (and who might seek to counter this process?). If it fails, how will it fail and will that failure be precipitated by, or result in, some portion of the New Core being lost to an alternative rule-set pathway (here we get into some Sam Huntington territory)?
Clearly, the U.S. is the prime player in integrating the Middle East, because it all starts with security. Because it does start with security, Europe sits more on the sidelines, doing business and peacekeeping here and there, but being too much of a head case on immigration to really open up to the region (so long as Turkey can't join EU, the EU can't join in this grand historical integration process).
So, if you survey the landscape, who else can play large in this endeavor? Put down Latin America as being too busy integrating economically with North America and Asia to matter on this one. Africa? Forget about it!
So that basically leaves the New Core pillars with serious vested future interests in the Middle East (in order of magnitude): India, China, Russia.
I put India at top of list due to proximity, historical ambitions, and sheer need for energy. Plus, it's growing economic ties with U.S. and its significant naval force factor in. Moreover, it's great security issue (Pakistan) only reinforces its desire to be a regional security player.
China is next due to magnificent need for energy, and general desire to be accepted as serious global player. In terms of historical ambitions, there's no real record beyond the confines of the Middle Kingdom itself (plenty big enough, as I constantly note: If you already control 1/5th of humanity, who the hell needs an empire?). Proximity is not the question, but distance, as China sits on the end of a long transport chain for energy flows. For China, its security issue is a complete drain (Taiwan), although it does push them in a naval direction, which is helpful, but overall, energy's the big driver.
Russia is last because energy is not the issue, just the opposite. Plus, it's big security issue makes it a bit more gun shy. Yet, the historical record and ambitions here are quite large, thanks to the legacy of the USSR, and since Russia wants to sell energy to everyone it can, it’s naturally drawn to the Middle East as a player (just too important a game to ignore—especially given all its old Soviet ties to the region).
So you look at Middle East and you posit three pathways: 1) we screw it up big time and no integration occurs either internally (mostly security focused) or externally (mostly network and business focused); 2) we succeed partially (winning the Sunnis countries but losing the Shiites and Iran); and or we succeed in full.
As always, the middle case is most interesting, because it's the most complex and most plausible. So let's say we succeed with Sunni countries but somehow draw a stalemate or worse with the Shiites in general—but namely Iran. Does the containment of the "radical Islamic threat" devolve into a containment of Iran-etc? If so, what is the sequence of engagement for my big three New Core powers? Does the U.S. contain an Iran by progressively bringing an India into a larger SWA security alliance? Russia too? Does that alliance expand all the way to China? Or not?
Or do any of these three New Core powers naturally gravitate into a countering-the-US position, thus allying themselves with Iran?
So the plotting of sequences is everything here, as it always is, with the great wildcard being Iran's strong efforts to acquire nukes. Frankly, it's smart on Teheran's part to push that agenda right now, because of everything that's going on. But it likewise locks them into certain pathways of confrontation with the U.S. We might assume all the time and allies are on our side, but that would be wrong. As the world turns to hydrogen, meaning we become more and more interested in natural gas and less in oil, Iran loses little of its important in the mid-term. Iran is the Avis of both oil and gas (meaning the important #2 in reserves), whereas the Hertz designation shifts from Saudi Arabia to Russia.
I say mid-term because there are good indications that natural gas is a whole lot more plentiful (especially when methane hydrates in ocean beds are factored in) than is currently assumed. Since we never really look for gas, we assume it's mostly found with oil, which we do look for. But there is plenty of evidence that gas is a lot more evenly distributed around the planet than that, and the shift to hydrogen is likely to fuel that search.
So back to scenarios, which are naturally layered here. You got three scenarios for the U.S.-led Old Core effort in the Middle East, which play out primarily at the level of individuals (like the GWOT in general). You also have three scenarios for key external variables entering the picture (India, China, Russia), more located at that nation-state level. Then there are the macro, or system-level outcomes: Core enlarged (Middle East added to Core), Core reassembled (some Mideast joins Old Core, but some spins off into some New Core constellation), and Core comes apart (Mideast never absorbed and Core fractures for trying).
That's the big picture of the big picture, which is worth about three paragraphs. Figuring out all the key scenario dynamics is what gets me the Son of PNM.
Today's catch:
The Iran goes nuclear scenario
"For Iraq's Shiites, Faith Knows No Borders," by Youssef M. Ibrahim, New York Times, 23 June, p. A27.
South Korea put to the test
"Killing Won’t Alter Plans for Iraq, Seoul Says," by James Brooke, NYT, 23 June, p. A11.
Do unto others as they would do unto you
"Afghans Behead 4 Taliban," by Reuters, NYT, 23 June, p. A11
On the other hand, immunity for our side is pretty nice
"U.S. Rewords A Resolution On Immunity For Its Troops," by Warren Hoge, NYT, 23 June, p. A10.
Why firewalling off the Gap sometimes makes sense
"Spread of Polio in West and Central Africa Makes U.N. Officials Fear Major Epidemic," by Lawrence K. Altman, NYT, 23 June, p. A8.
A clear sign we're stretched to the max on the GWOT
"U.S. to Offer Incentives to Sway North Korea in Nuclear Talks: Promises of aid in exchange for ending weapons programs," by David E. Sanger, NYT, 23 June, p. A3.
Why do I think Europe will sit on the sidelines?
"What Kicks the Continent to Life? (Not Politics)," by Alan Cowell, NYT, 23 June, p. A4.
MOE on Gap shrinkage
"Croatian Port Trades in Its Old Image," by Tomislav Ladika, Wall Street Journal, 23 June, p. B4A.
The New Core hunger for energy—signs abound
"China to Look Abroad for Natural Gas," by Xu Yihe, WSJ, 23 June, p. A15.
"India to Float A Modest Stake In Electric Utility: IPO Signals New Regime May Pursue Some Initiatives Promoted by Its Predecessor," by Eric Bellman, WSJ, 23 June, p. A15.
John—give them the global future worth creating!
"As the Recovery Gains Momentum, Democrats Are Forced to Refocus," by Jacob M. Schlesinger, WSJ, 23 June, p. A1.