The Red (Team) Analysis Weekly 199 – Of Saudi Arabia, Turkey and Petrodollars

Each week our scan collects weak – and less weak – signals… Read the 16 April scan →  World – Two major developments should more particularly be underlined this week, the first related to world order and further threat to the U.S. Dollar supremacy and the second to the potential forthcoming anti-Bashar al-Assad Saudi-Turkish attacks in Syria. First, there is the impact of the lower oil prices on petrodollars, with potential second order effects on the supremacy of the U.S. dollars as international currency, and then again potential consequences on American power and world order. As underlined in Bloomberg’s article (see “Oil-Rich Nations Are Selling Off Their Petrodollar Assets at Record Pace” in the Weekly), currently analysts are divided in two schools of …

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Oil Flood (2) – Oil and Politics in a (Real) Multipolar World

The world oil flood is quickly rising. As we have seen in “Oil Flood (1): The Kingdom is Back”, the decisions taken by OPEC members and Russia not to curb oil production, while Saudi Arabia is forcing prices down, are much more about power politics and strategies than about economics and the “invisible hand” of the logic of “supply and demand”. We shall now focus on what the evolution of the current oil market reveals about current and future geopolitics. Since the end of November, especially since the 27 November OPEC meeting, prices have kept falling down, while the main producers, chiefly among them Saudi Arabia, Russia, Iran, and the private U.S. companies, have all decided, for reasons of their own, to maintain …

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Oil Flood (1)? The Kingdom is Back

Since July 2014, oil prices have been falling, while OPEC members have decided to maintain their current levels of production (OPEC, 166th meeting concludes). It appears that the Saudi Kingdom plays an essential part in this operation. Numerous articles and commentaries are focused on the economic and financial consequences of this situation, and try to anticipate how national and global economies are going to react. The problem with this kind of questions is that they miss the fact that oil is not only a commodity and the support of gigantic financial activities (William Engdahl, A Century of war, Anglo-american oil politics and the new world order, 2004). Before all, oil is an extremely powerful tool of political power (Michael Levi, “Why …

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The Red (Team) Analysis Weekly 152 – Forgetting Food Security?

Editorial – Forgetting food security? While the tense stand-off between the U.S., the E.U. and European member states on the one hand and Russia on the other does not abate and spreads to space, while most focus on the fossil fuel component of the Ukrainian global crisis, one crucial element of this energy that is vital for human societies, food, tends to be forgotten (for food as energy, see e.g. Thomas Homer Dixon, The Upside of Down, 2008). It is, however, usefully re-called to out attention by Chris Martenson’s article “Rising Resource Costs Escalate Odds of Global Unrest” (via Peak Prosperity on Zerohedge). True enough, if you head to the FAO monitoring of the global food situation, so far things are looking all right. Furthermore, according …

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Egypt and Climate Security

Since 2008, when massive food riots took place, followed by the “Arab spring revolution” in 2011, Egypt has become a land of political, religious and social conflicts (Krista Mahr, “Bread is life: food and protest in Egypt“, Time Magazine, January 31, 2011; Georges Corm, Le Proche-Orient éclaté, 2012), some of them between armed militant and religious factions on the one hand, the police, the military and the secret services, on the other. Meanwhile the civil society strongly emerges. Beyond spectacular events, the causes of these domestic political and religious conflicts are rooted, among other factors, into international and climate change dynamics. In effect, Egypt’s society and politics are deeply affected by the entanglement of economic, political, environmental and climate change …

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Hyper Siege: Climate Change versus U.S. National Security

In a passage of the “Seven Pillars of Wisdom”, T.E. Lawrence, a.k.a. “Lawrence of Arabia”, recalls that, as he waged a guerrilla war in the Arabian Desert, he was looking for a way to besiege an Ottoman garrison. He then had a kind of military epiphany, understanding that he did not need to do that, because the garrison was already besieged … by the desert. All he had to do was to stay mobile. However, a siege can be a very strong position for the defendant, which, often, can be defeated only from inside, as a long military history shows since the Trojan War. One can wonder if, nowadays, the U.S. national defence and security apparatus is not in the same …

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Evaluating Scenarios and Indicators for the Syrian War

Every year, The Economist, in its “The World in…” series, assesses it successes and failures regarding its past yearly forecasts (e.g. for 2012). This is an exemplary behaviour that should be adopted by all practitioners: if we are to deliver good and actionable strategic foresight and warning, and to improve our process, methodology and thus our final products, then we should always evaluate our work. Having now completed our last series of updates on the state of play for the Syrian war, we can now start assessing how our own scenarios and indicators fared so far, if they need to be updated and the potential methodological improvements that we should endeavour.Evaluating the scenariosAs the Geneva conference took place (see previous post), we …

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The Syrian War: the Start of a New Phase

This (long) post ends the current series of updates on the Syrian war. It focuses on the evolution within the National Coalition and the Supreme Military Council, the expected failure of Geneva 2 and the start of a new phase in the Syrian war. This will allow us, next, to finally turn to an evaluation of our scenarios and indicators.The National Coalition and the Supreme Military CouncilThe last alliance to emerge over the Autumn has been Syria Revolutionaries Front (SRF), created on 9 December 2013 (see Youtube video), which is composed of moderate or non-ideologically motivated groups, as detailed by Lund (13 Dec 2013) and mapped below (click on the image for a larger picture). It is a reaction to the Salafi-Nationalist re-organization as …

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The Red (Team) Analysis Weekly – 19 December 2013 – Pivot, center and epicenter

Editorial – Pivot, center and epicenter – First of all, let me wish you all a Merry Christmas, and send this wish especially to those who are prey to war and disaster, whatever their faith. This week, the epicenter or the pivot for the turmoil of change seems very much to be located around the …

The Red (Team) Analysis Weekly – 12 December 2013 – Russia, the Arctic and … Syrian uncertainties

Editorial – Russia, the Arctic and … Syrian uncertainties – If you were looking for a new tense area to monitor, here it is: the Arctic. We had known it was coming for a few years, but now it is definitely on the agenda, besides, mainly, the Middle East, North East Asia and a struggle for …

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