The Cuban American National Foundation (CANF), a group vehemently opposed to the Cuban government, came out in favor of easing the U.S. isolation of Cuba last week. The move opens the possibility that the United States might shift its policies toward Cuba. Florida is a key state for anyone who wants to become president of the United States, and the Cuban community in Florida is substantial. Though the Soviet threat expired long ago, easing the embargo on Cuba has always held limited value to American politicians with ambitions. For them, Florida is more important than Cuba. Therefore, this historic shift alters the U.S. domestic political landscape.

In many ways, the U.S. policy of isolating Cuba has been more important to the Cubans than to the United States, particularly since the fall of the Soviet Union. The Cuban economy is in abysmal shape. But the U.S. embargo has been completely ineffective on the stated goal of destabilizing the Cuban government, which has used the embargo as justification for economic hardship. Although the embargo isolates Cuba from its natural market, the United States, the embargo is not honored by Canada, Mexico, Europe, China or anyone else beyond the United States. That means Cuban goods can be sold on the world market, Cuba can import anything it can pay for, and Cuba can get investment of any size from any country wishing to invest on the island. Because it has almost complete access to the global market, Cuba’s economic problem is not the U.S. embargo. But the embargo does create a political defense for Cuban dysfunction.

It is easy to dismiss the embargo issue as primarily a matter of domestic politics for both nations. It is also possible to argue that, though Cuba was once significant to the United States, that significance has declined since the end of the Cold War. Both assertions are valid, but neither is sufficient. Beyond the apparently disproportionate U.S. obsession with Cuba, and beyond a Cuban government whose ideology pivots around anti-Americanism, there are deeper and more significant geopolitical factors to consider.

Cuba occupies an extraordinarily important geographic position for the United States. It sits astride the access points from the Gulf of Mexico into the Atlantic Ocean, and therefore is in a position to impact the export of U.S. agricultural products via the Mississippi River complex and New Orleans (not to mention the modern-day energy industrial centers along the Gulf Coast). If New Orleans is the key to the American Midwest’s access to the world, Cuba is the key to New Orleans.

(click image to enlarge)

Access to the Atlantic from the Gulf runs on a line from Key West to the Yucatan Peninsula, a distance of about 380 miles. Running perpendicular through the middle of this line is Cuba. The Straits of Florida, the northern maritime passage from the Gulf to the Atlantic, is about 90 miles wide from Havana to Key West. The Yucatan Channel, the southern maritime passage, is about 120 miles wide. Cuba itself is about 600 miles long. On the northern route, the Bahamas run parallel to Cuba for about half that distance, forcing ships to the south, toward Cuba. On the southern route, after the Yucatan gantlet, the passage out of the Caribbean is made long and complicated by the West Indies. A substantial, hostile naval force or air power based in Cuba could blockade the Gulf of Mexico — and hence the American heartland.

Throughout the 19th century, Cuba was of concern to the United States for this reason. The moribund Spanish Empire controlled Cuba through most of the century, something the United States could live with. The real American fear was that the British — who had already tried for New Orleans itself in the War of 1812 — would expel the Spanish from Cuba and take advantage of the island’s location to strangle the United States. Lacking the power to do anything about Spain itself, the United States was content to rely on Madrid to protect Spanish interests and those of the United States.

Cuba remained a Spanish colony long after other Spanish colonies gained independence. The Cubans were intensely afraid of both the United States and Britain, and saw a relationship with Spain — however unpleasant — as more secure than risking English or American domination. The Cubans had mixed feelings about the prospect of formal independence from Spain followed by unofficial foreign domination.

But in 1895, the Cubans rose up against Spain (not for the first time) in what turned into the struggle that would culminate in the island’s independence from the country. With a keen interest in Cuba, Washington declared war on Spain in 1898 and invaded Cuba. The Spanish were quickly defeated in the Spanish-American War and soon withdrew from the island. For the United States, the main goal was less about gaining control of Cuba itself (though that was the net result) than about denying Cuba to other world powers.

The United States solved its Cuban problem by establishing a naval base at Guantanamo Bay on the island. Between this base and U.S. naval bases in the Gulf and on the East Coast, British naval forces in the Bahamas were placed in a vise. By establishing Guantanamo Bay on the southern coast of Cuba, near the Windward Passage between Cuba and Haiti, the United States controlled the southern route to the Atlantic through the Yucatan Channel.

For the United States, any power that threatened to establish a naval presence in Cuba represented a direct threat to U.S. national security. When there were fears during World War I that the Germans might seek to establish U-boat bases in Cuba — an unrealistic concern — the United States interfered in Cuban politics to preclude that possibility. But it was the Soviet Union’s presence in Cuba during the Cold War that really terrified the Americans.

From the Soviet point of view, Cuba served a purpose no other island in the region could serve. Missiles could be based in many places in the region, but only Cuba could bottle up the Gulf of Mexico. Any Soviet planner looking at a map would immediately identify Cuba as a key asset; any American planner looking at the same map would identify Cuba in Soviet hands as a key threat. For the Soviets, establishing a pro-Soviet regime in Cuba represented a geopolitical masterstroke. For the United States, it represented a geopolitical nightmare that had to be reversed.

Just as U.S. medium- and intermediate-range ballistic missiles in Turkey put the Soviet heartland in the crosshairs during the Cold War, Soviet missiles deployed operationally in Cuba put the entire U.S. Eastern Seaboard at risk. Mere minutes would have been available for detection and recognition of an attack before impact. In addition, the missiles’ very presence would serve as a significant deterrent to conventional attack on the island — which is why it was so important for the United States not to allow an established missile presence in Cuba.

The final outcome of the U.S.-Soviet standoff pivoted on the Cuban Missile Crisis of 1962, which ended in an American blockade of Cuba, not a Soviet blockade of the Gulf. It was about missiles, not about maritime access. But the deal that ended the crisis solved the problem for the United States. In return for a U.S. promise not to invade Cuba, the Soviets promised not to place nuclear missiles on the island. If the Soviets didn’t have missiles there, the United States could neutralize any naval presence in Cuba — and therefore any threat to American trade routes. Fidel Castro could be allowed to survive, but in a position of strategic vulnerability. One part of Washington’s strategy was military, and the other part was economic — namely, the embargo.

Throughout Cuba’s history as an independent nation, the Cubans simultaneously have viewed the United States as an economic driver of the Cuban economy, and as a threat to Cuban political autonomy. The Americans have looked at Cuba as a potential strategic threat. This imbalance made U.S. domination of Cuba inevitable. Cuban leaders in the first half of the 20th century accepted domination in return for prosperity. But there were those who argued that the island’s prosperity was unequally distributed, and the loss of autonomy too damaging to accept. Castro led the latter group to success in the 1959 revolution against U.S.-supported Cuban President Fulgencio Batista. The anti-Castro emigres who fled to the United States and established an influential community of anti-Castro sentiment had been part of the elite who prospered from Cuba’s high level of dependence on the United States.

Cuban history has been characterized by an oscillation of views about the United States, with Cubans both wanting what it had to offer and seeking foreign powers — the Spanish, the British the Soviets — to counterbalance the Americans. But the counterbalance either never materialized (in the case of the British) or, when it did, it was as suffocating as the Americans (in the case of the Soviets). In the end, Cuba probably would have preferred to be located somewhere not of strategic interest to the United States.

The U.S. obsession with Cuba does not manifest itself continuously; it appears only when a potentially hostile major power allies itself with Cuba and bases itself there. Cuba by itself can never pose a threat to the United States. Absent a foreign power, the United States is never indifferent to Cuba, but is much less sensitive. Therefore, after the end of the Cold War and the Soviet collapse, Cuba became a minor issue for the United States — and political considerations took precedence over geopolitical issues. Florida’s electoral votes were more important than Cuba, and the status quo was left untouched.

Cuba has become a bit more important to the United States in the wake of the August 2008 Russo-Georgian war. In response to that conflict, the Americans sent warships into the Black Sea. The Russians responded by sending warships and strategic bombers into the Caribbean. High-profile Russian delegations have held talks with Cuba since then, increasing tensions. But these tensions are a tiny fraction of what they once were. Russia is in no way a strategic threat to American shipping in the Gulf of Mexico, nor is it going to be any time soon, due to Russia’s limited ability to wield substantive power in such a distant theater.

But Cuba is always an underlying concern to the United States. This concern can subside, but it cannot go away. Thus, from the American point of view, Russian probes are a reminder that Cuba remains a potential threat. Advocates of easing the embargo say it will help liberalize Cuba, just as trade relations liberalized Russia. The Cuban leadership shares this view and will therefore be very careful about how any liberalization is worked out. The Cubans must be thoroughly convinced of the benefits of increased engagement with the United States in order for Havana to sacrifice its ability to blame Washington for all of its economic problems. If Cuba opens too much to the United States, the Cuban regime might fall. In the end, it might be the Cubans who shy away from an end to the embargo. The Americans have little to lose either way.

But that is all politics. The important thing to understand about Cuba is the historic U.S. obsession with the island, and why the Cubans have never been able to find their balance with the United States. The answer lies in geopolitics. The politics in play now are simply the bubble on the surface of much deeper forces.

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The operation to rescue Capt. Richard Phillips involved dozens of Navy SEALs, who parachuted from an aircraft into the scene near dark Saturday, landing in the ocean. The SEALs were part of a group of Special Operations forces involved in the effort, according to military officials.

The SEALs set up operations on the USS Bainbridge, which had been communicating with the four pirates via radio and had used smaller boats to make deliveries of food and water to their lifeboat. Yet the pirates were growing increasingly agitated, the officials said. At one point Saturday, the pirates opened fire on one of the smaller U.S. Navy craft that approached.

As the seas grew rougher, the Bainbridge offered to tow the lifeboat to calmer waters, and the pirates agreed, linking up the lifeboat to the destroyer with a towing cable that left 75 to 80 feet between the two vessels. Phillips at the time was tied up in the lifeboat, having been bound — and occasionally beaten — by the pirates ever since he had attempted to escape by jumping into the water on Friday, the officials said.

Meanwhile, one of the pirates, estimated to be between 16 and 20 years old, asked to come aboard the Bainbridge to make a phone call. He had been stabbed in the hand during an altercation with the crew of the Maersk Alabama and needed medical care. “He effectively gave himself up,” a senior military official said. The Navy then allowed that pirate to speak with the others in hopes that he could persuade them to give up.

The three other pirates, however, showed signs of growing irritation, as the Bainbridge, 18 miles from shore, towed the lifeboat further out to sea, the senior military official said. “They had no promise of money, clearly no passage. The one ticket they had was the captain,” said the official, who spoke on the condition of anonymity because he was not authorized to discuss the matter on the record.

“In the last discussion, they said, ‘If we don’t get what we want, we will kill the captain,’ ” the official said.

Soon afterward, two pirates moved to one of the hatches of the lifeboat and stuck their heads out. The third pirate advanced toward the captain and pointed his AK-47 straight at Phillips’s back, the rifle touching it or inches away, the official said.

U.S. military observers thought that Phillips was about to be shot. SEAL snipers, who were positioned on a deck at the stern of the Bainbridge, an area known as the fantail, had the three pirates in their sights. The on-scene commander gave the snipers authority to fire.

“As soon as the snipers had a clear shot at the guy who had the rifle, they shot him and the other two in the hatches,” the senior military official said.

A member of the Special Operations team slid down the tow line into the water and climbed aboard the lifeboat. Phillips was then put in a small craft and taken to the Bainbridge.

more articles in the Washington Post HERE

The Reuters headline put it this way: “Pirates Pose Annoying Distraction For Obama.”

So many distractions, aren’t there? Only a week ago, the North Korean missile test was an “annoying distraction” from Barack Obama’s call for a world without nuclear weapons and his pledge that America would lead the way in disarming. And only a couple of days earlier the president insisted Iraq was a “distraction” — from what, I forget: The cooing press coverage of Michelle’s wardrobe? No doubt when the Iranians nuke Israel, that, too, will be an unwelcome distraction from the administration’s plans for federally subsidized daycare, just as Pearl Harbor was an annoying distraction from the New Deal, and the First World War was an annoying distraction from the Archduke Franz Ferdinand’s dinner plans….more HERE

1. What is fragile should break early while it is still small. Nothing should ever become too big to fail. Evolution in economic life helps those with the maximum amount of hidden risks – and hence the most fragile – become the biggest.

2. No socialisation of losses and privatisation of gains. Whatever may need to be bailed out should be nationalised; whatever does not need a bail-out should be free, small and risk-bearing. We have managed to combine the worst of capitalism and socialism. In France in the 1980s, the socialists took over the banks. In the US in the 2000s, the banks took over the government. This is surreal.

3. People who were driving a school bus blindfolded (and crashed it) should never be given a new bus. The economics establishment (universities, regulators, central bankers, government officials, various organisations staffed with economists) lost its legitimacy with the failure of the system. It is irresponsible and foolish to put our trust in the ability of such experts to get us out of this mess. Instead, find the smart people whose hands are clean.

4. Do not let someone making an “incentive” bonus manage a nuclear plant – or your financial risks. Odds are he would cut every corner on safety to show “profits” while claiming to be “conservative”. Bonuses do not accommodate the hidden risks of blow-ups. It is the asymmetry of the bonus system that got us here. No incentives without disincentives: capitalism is about rewards and punishments, not just rewards.

5. Counter-balance complexity with simplicity. Complexity from globalisation and highly networked economic life needs to be countered by simplicity in financial products. The complex economy is already a form of leverage: the leverage of efficiency. Such systems survive thanks to slack and redundancy; adding debt produces wild and dangerous gyrations and leaves no room for error. Capitalism cannot avoid fads and bubbles: equity bubbles (as in 2000) have proved to be mild; debt bubbles are vicious.

6. Do not give children sticks of dynamite, even if they come with a warning . Complex derivatives need to be banned because nobody understands them and few are rational enough to know it. Citizens must be protected from themselves, from bankers selling them “hedging” products, and from gullible regulators who listen to economic theorists.

7. Only Ponzi schemes should depend on confidence. Governments should never need to “restore confidence”. Cascading rumours are a product of complex systems. Governments cannot stop the rumours. Simply, we need to be in a position to shrug off rumours, be robust in the face of them.

8. Do not give an addict more drugs if he has withdrawal pains. Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a structural one. We need rehab.

9. Citizens should not depend on financial assets or fallible “expert” advice for their retirement. Economic life should be definancialised. We should learn not to use markets as storehouses of value: they do not harbour the certainties that normal citizens require. Citizens should experience anxiety about their own businesses (which they control), not their investments (which they do not control).

10. Make an omelette with the broken eggs. Finally, this crisis cannot be fixed with makeshift repairs, no more than a boat with a rotten hull can be fixed with ad-hoc patches. We need to rebuild the hull with new (stronger) materials; we will have to remake the system before it does so itself. Let us move voluntarily into Capitalism 2.0 by helping what needs to be broken break on its own, converting debt into equity, marginalising the economics and business school establishments, shutting down the “Nobel” in economics, banning leveraged buyouts, putting bankers where they belong, clawing back the bonuses of those who got us here, and teaching people to navigate a world with fewer certainties.

Then we will see an economic life closer to our biological environment: smaller companies, richer ecology, no leverage. A world in which entrepreneurs, not bankers, take the risks and companies are born and die every day without making the news.

In other words, a place more resistant to black swans.

The writer is a veteran trader, a distinguished professor at New York University’s Polytechnic Institute and the author of The Black Swan: The Impact of the Highly Improbable

The weeklong extravaganza of G-20, NATO, EU, U.S. and Turkey meetings has almost ended. The spin emerging from the meetings, echoed in most of the media, sought to portray the meetings as a success and as reflecting a re-emergence of trans-Atlantic unity.

The reality, however, is that the meetings ended in apparent unity because the United States accepted European unwillingness to compromise on key issues. U.S. President Barack Obama wanted the week to appear successful, and therefore backed off on key issues; the Europeans did the same. Moreover, Obama appears to have set a process in motion that bypasses Europe to focus on his last stop: Turkey.

Berlin, Washington and the G-20
Let’s begin with the G-20 meeting, which focused on the global financial crisis. As we said last year, there were many European positions, but the United States was reacting to Germany’s. Not only is Germany the largest economy in Europe, it is the largest exporter in the world. Any agreement that did not include Germany would be useless, whereas an agreement excluding the rest of Europe but including Germany would still be useful.

Two fundamental issues divided the United States and Germany. The first was whether Germany would match or come close to the U.S. stimulus package. The United States wanted Germany to stimulate its own domestic demand. Obama feared that if the United States put a stimulus plan into place, Germany would use increased demand in the U.S. market to expand its exports. The United States would wind up with massive deficits while the Germans took advantage of U.S. spending, thus letting Berlin enjoy the best of both worlds. Washington felt it had to stimulate its economy, and that this would inevitably benefit the rest of the world. But Washington wanted burden sharing. Berlin, quite rationally, did not. Even before the meetings, the United States dropped the demand — Germany was not going to cooperate.

The second issue was the financing of the bailout of the Central European banking system, heavily controlled by eurozone banks and part of the EU financial system. The Germans did not want an EU effort to bail out the banks. They wanted the International Monetary Fund (IMF) to bail out a substantial part of the EU financial system instead. The reason was simple: The IMF receives loans from the United States, as well as China and Japan, meaning the Europeans would be joined by others in underwriting the bailout. The United States has signaled it would be willing to contribute $100 billion to the IMF, of which a substantial portion would go to Central Europe. (Of the current loans given by the IMF, roughly 80 percent have gone to the struggling economies in Central Europe.) The United States therefore essentially has agreed to the German position.

Later at the NATO meeting, the Europeans — including Germany — declined to send substantial forces to Afghanistan. Instead, they designated a token force of 5,000, most of whom are scheduled to be in Afghanistan only until the August elections there, and few of whom actually would be engaged in combat operations. This is far below what Obama had been hoping for when he began his presidency.

Agreement was reached on collaboration in detecting international tax fraud and on further collaboration in managing the international crisis, however. But what that means remains extremely vague — as it was meant to be, since there was no consensus on what was to be done. In fact, the actual guidelines will still have to be hashed out at the G-20 finance ministers’ meeting in Scotland in November. Intriguingly, after insisting on the creation of a global regulatory regime — and with the vague U.S. assent — the European Union failed to agree on European regulations. In a meeting in Prague on April 4, the United Kingdom rejected the regulatory regime being proposed by Germany and France, saying it would leave the British banking system at a disadvantage.

Overall, the G-20 and the NATO meetings did not produce significant breakthroughs. Rather than pushing hard on issues or trading concessions — such as accepting Germany’s unwillingness to increase its stimulus package in return for more troops in Afghanistan — the United States failed to press or bargain. It preferred to appear as part of a consensus rather than appear isolated. The United States systematically avoided any appearance of disagreement.

The reason there was no bargaining was fairly simple: The Germans were not prepared to bargain. They came to the meetings with prepared positions, and the United States had no levers with which to move them. The only option was to withhold funding for the IMF, and that would have been a political disaster (not to mention economically rather unwise). The United States would have been seen as unwilling to participate in multilateral solutions rather than Germany being seen as trying to foist its economic problems on others. Obama has positioned himself as a multilateralist and can’t afford the political consequences of deviating from this perception. Contributing to the IMF, in these days of trillion-dollar bailouts, was the lower-cost alternative. Thus, the Germans have the U.S. boxed in.

The political aspect of this should not be underestimated. George W. Bush had extremely bad relations with the Europeans (in large part because he was prepared to confront them). This was Obama’s first major international foray, and he could not let it end in acrimony or wind up being seen as unable to move the Europeans after running a campaign based on his ability to manage the Western coalition. It was important that he come home having reached consensus with the Europeans. Backing off on key economic and military demands gave him that “consensus.”

Turkey and Obama’s Deeper Game
But it was not simply a matter of domestic politics. It is becoming clear that Obama is playing a deeper game. A couple of weeks before the meetings, when it had become obvious that the Europeans were not going to bend on the issues that concerned the United States, Obama scheduled a trip to Turkey. During the EU meetings in Prague, Obama vigorously supported the Turkish application for EU membership, which several members are blocking on grounds of concerns over human rights and the role of the military in Turkey. But the real reason is that full membership would open European borders to Turkish migration, and the Europeans do not want free Turkish migration. The United States directly confronted the Europeans on this matter.

During the NATO meeting, a key item on the agenda was the selection of a new alliance secretary-general. The favorite was former Danish Prime Minister Anders Fogh Rasmussen. Turkey opposed his candidacy because of his defense on grounds of free speech of cartoons depicting the Prophet Mohammed published in a Danish magazine. NATO operates on consensus, so any one member can block just about anything. The Turks backed off the veto, but won two key positions in NATO, including that of deputy secretary-general.

So while the Germans won their way at the meetings, it was the Turks who came back with the most. Not only did they boost their standing in NATO, they got Obama to come to a vigorous defense of the Turkish application for membership in the European Union, which of course the United States does not belong to. Obama then flew to Turkey for meetings and to attend a key international meeting that will allow him to further position the United States in relation to Islam.

The Russian Dimension
Let’s diverge to another dimension of these talks, which still concerns Turkey, but also concerns the Russians. While atmospherics after the last week’s meetings might have improved, there was certainly no fundamental shift in U.S.-Russian relations. The Russians have rejected the idea of pressuring Iran over its nuclear program in return for the United States abandoning its planned ballistic missile defense system in Poland and the Czech Republic. The United States simultaneously downplayed the importance of a Russian route to Afghanistan. Washington said there were sufficient supplies in Afghanistan and enough security on the Pakistani route such that the Russians weren’t essential for supplying Western operations in Afghanistan. At the same time, the United States reached an agreement with Ukraine for the transshipment of supplies — a mostly symbolic gesture, but one guaranteed to infuriate the Russians at both the United States and Ukraine. Moreover, the NATO communique did not abandon the idea of Ukraine and Georgia being admitted to NATO, although the German position on unspecified delays to such membership was there as well. When Obama looks at the chessboard, the key emerging challenge remains Russia.

The Germans are not going to be joining the United States in blocking Russia. Between dependence on Russia for energy supplies and little appetite for confronting a Russia that Berlin sees as no real immediate threat to Germany, the Germans are not going to address the Russian question. At the same time, the United States does not want to push the Germans toward Russia, particularly in confrontations ultimately of secondary importance and on which Germany has no give anyway. Obama is aware that the German left is viscerally anti-American, while Merkel is only pragmatically anti-American — a small distinction, but significant enough for Washington not to press Berlin.

At the same time, an extremely important event between Turkey and Armenia looks to be on the horizon. Armenians had long held Turkey responsible for the mass murder of Armenians during and after World War I, a charge the Turks have denied. The U.S. Congress for several years has threatened to pass a resolution condemning Turkish genocide against Armenians. The Turks are extraordinarily sensitive to this charge, and passage would have meant a break with the United States. Last week, they publicly began to discuss an agreement with the Armenians, including diplomatic recognition, which essentially disarms the danger from any U.S. resolution on genocide. Although an actual agreement hasn’t been signed just yet, anticipation is building on all sides.

The Turkish opening to Armenia has potentially significant implications for the balance of power in the Caucasus. The August 2008 Russo-Georgian war created an unstable situation in an area of vital importance to Russia. Russian troops remain deployed, and NATO has called for their withdrawal from the breakaway Georgian regions of South Ossetia and Abkhazia. There are Russian troops in Armenia, meaning Russia has Georgia surrounded. In addition, there is talk of an alternative natural gas pipeline network from Azerbaijan to Europe.

Turkey is the key to all of this. If Ankara collaborates with Russia, Georgia’s position is precarious and Azerbaijan’s route to Europe is blocked. If it cooperates with the United States and also manages to reach a stable treaty with Armenia under U.S. auspices, the Russian position in the Caucasus is weakened and an alternative route for natural gas to Europe opens up, decreasing Russian leverage against Europe.

From the American point of view, Europe is a lost cause since internally it cannot find a common position and its heavyweights are bound by their relationship with Russia. It cannot agree on economic policy, nor do its economic interests coincide with those of the United States, at least insofar as Germany is concerned. As far as Russia is concerned, Germany and Europe are locked in by their dependence on Russian natural gas. The U.S.-European relationship thus is torn apart not by personalities, but by fundamental economic and military realities. No amount of talking will solve that problem.

The key to sustaining the U.S.-German alliance is reducing Germany’s dependence on Russian natural gas and putting Russia on the defensive rather than the offensive. The key to that now is Turkey, since it is one of the only routes energy from new sources can cross to get to Europe from the Middle East, Central Asia or the Caucasus. If Turkey — which has deep influence in the Caucasus, Central Asia, Ukraine, the Middle East and the Balkans — is prepared to ally with the United States, Russia is on the defensive and a long-term solution to Germany’s energy problem can be found. On the other hand, if Turkey decides to take a defensive position and moves to cooperate with Russia instead, Russia retains the initiative and Germany is locked into Russian-controlled energy for a generation.

Therefore, having sat through fruitless meetings with the Europeans, Obama chose not to cause a pointless confrontation with a Europe that is out of options. Instead, Obama completed his trip by going to Turkey to discuss what the treaty with Armenia means and to try to convince the Turks to play for high stakes by challenging Russia in the Caucasus, rather than playing Russia’s junior partner.

This is why Obama’s most important speech in Europe was his last one, following Turkey’s emergence as a major player in NATO’s political structure. In that speech, he sided with the Turks against Europe, and extracted some minor concessions from the Europeans on the process for considering Turkey’s accession to the European Union. Why Turkey wants to be an EU member is not always obvious to us, but they do want membership. Obama is trying to show the Turks that he can deliver for them. He reiterated — if not laid it on even more heavily — all of this in his speech in Ankara. Obama laid out the U.S. position as one that recognized the tough geopolitical position Turkey is in and the leader that Turkey is becoming, and also recognized the commonalities between Washington and Ankara. This was exactly what Turkey wanted to hear.

The Caucasus is far from the only area to discuss. Talks will be held about blocking Iran in Iraq, U.S. relations with Syria and Syrian talks with Israel, and Central Asia, where both countries have interests. But the most important message to the Europeans will be that Europe is where you go for photo opportunities, but Turkey is where you go to do the business of geopolitics. It is unlikely that the Germans and French will get it. Their sense of what is happening in the world is utterly Eurocentric. But the Central Europeans, on the frontier with Russia and feeling quite put out by the German position on their banks, certainly do get it.

Obama gave the Europeans a pass for political reasons, and because arguing with the Europeans simply won’t yield benefits. But the key to the trip is what he gets out of Turkey — and whether in his speech to the civilizations, he can draw some of the venom out of the Islamic world by showing alignment with the largest economy among Muslim states, Turkey.

….more Stratfor Articles HERE

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