Eurasia Group | SIGNAL: Trump’s negotiating tactics, NAFTA and the Norks, soft authoritarian strategies
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SIGNAL: Trump’s negotiating tactics, NAFTA and the Norks, soft authoritarian strategies

Eurasia Live
28 April 2017
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This week, Trump turns the negotiating dial up to 11 on NAFTA, the U.S.-Turkey relationship gets tricky and Israel hits Syria, again.

Join us to discuss Signal and the week's news live on Facebook at 9:00 am ET today (April 28). See you at facebook.com/eurasiagroup. If you miss it, you'll be able to watch the recap video there afterward. And if you're new to Signal, sign up here: http://www.eurasiagroup.net/signal.

Here we go!

The Noise This Week

On NAFTA and in North Korea, we're seeing different variants of the classic Trump negotiating strategy. That is, exert maximum pressure on the other party, especially through the media, to force them to the table, then seek concessions. Both efforts seem to be working to an extent: NAFTA talks are moving forward, and dealing with the North Korea issue has become the topline issue for U.S. relationships in the region.

With NAFTA, those blustery techniques are relatively harmless. (Trump is a full-employment plan for foreign ministers.) Canada and Mexico will continue to deal with the U.S. one way or another, and Trump can take credit for whatever comes out of the renegotiation. The chance that Trump would ever unilaterally terminate the deal is low, despite the noise. With North Korea, however, there's risk of a military confrontation if this approach backfires. Parking a U.S. nuclear-equipped submarine at a South Korean port, for instance, could intensify the Kim regime's survival instincts. Similarly, making North Korea the core focus of U.S.-China relations, instead of the host of other important bilateral issues, will be a wasteful if no deal materializes. The South Koreans, meanwhile, woke up today to newly mixed messaging about who pays for the THAAD missile defenses system the U.S. installed ahead of their election. To update the joke, it looks like Americans got a two-for-one deal: they're getting a copy of the Art of War along with the Art of the Deal.

Another soon-to-be-tested bilateral relationship is that between the US and Turkey. Turkey's leadership has remained optimistic about Trump even as serious obstacles to the relationship have become clear. Trump isn't one to let a little authoritarianism bother him, certainly, so President Recep Tayyip Erdogan's consolidation of power isn't a problem per se. What will be trickier is the coming clash over U.S. backing for Syria's Kurds in the effort to retake Raqqa from ISIS. The U.S. military sees Kurdish forces as the only game in town. But Turkey sees them as supporting separatism, and this week carried out air strikes against them. Meanwhile, the extradition request for Fetullah Gulen, whom Erdogan accuses of plotting the coup attempt, will be at the top of the agenda when the Turkish president visits Washington next month. If these issues don't move, there's potential for the relationship to sour quickly if he comes away with nothing on those two key issues.

Finally, back to the Middle East for a quick lesson in credibility. The Israelis on Thursday struck in Syria in what they described a Hezbollah weapons depot. The last time the Israelis carried out an attack within Syria, the Syrian military fired back at Israel's aircraft, prompting the Israelis to threaten to destroy Syria's air defenses if it interfered with an attack on Hezbollah again. In the wake of that earlier incident, and the U.S. cruise missile strike, there was a lot of noise about the Russians boosting Syrian defenses and about potential retaliation for whoever came after Syria next. Whatever changes were made didn't stop the Israelis, who have demonstrated, at least in this narrow case, that their capabilities and national interests are aligned to take action when they feel threatened. There's real risk of escalation, but unlike other red lines out there in the world, it's clear where this one is drawn.

Self Promotion Interlude: Mujtaba Rahman discuses what to expect in the second round of the French election.

 

Authoritarian's Soft Democratic Edges

A big theme of the current moment in global politics is the growing number of countries that straddle the border between authoritarianism and democracy. Even some countries with highly constrained political systems still allow some element of political choice, while other previously democratic countries have limited the range of possible political outcomes. Here are a few key examples and how they work.

Iran's Limited Choices

When is the next vote? A presidential election will be held on May 19.

Who's running? Current President Hassan Rouhani is up for re-election and is narrowly favored to win. He faces two main conservative challengers, Ebrahim Raisi, a veteran of Iran's judicial system and a name mentioned as the next possible supreme leader, and Mohammad Baqer Qalibaf, the current mayor of Tehran. That position, notably, was also once held by former President Mahmoud Ahmedinejad, who wanted to run but was disallowed.

Will there be a real choice? Yes, but you have to order from the menu. A clerical body reporting to Supreme Leader Ayatollah Ali Khamenei, who is the ultimate authority in the country, vets candidates and decides who can run. This year, 1,600 candidates registered, and six were allowed to proceed. No women were approved.

Will the election impact policy? Yes, but within limits. The Iran deal, for instance, was supported by the supreme leader, who is very much not up for election, but Raisi would raise tensions around it. Rouhani's economic pragmatism might take a hit, too.

Turkey's One-Man Band

When is the next vote? The timing of the next election is a major question in Turkish politics. The country's recent constitutional referendum will greatly strengthen the powers of the presidency, but the most significant changes only come into effect after the next vote. An election is scheduled for 2019, but the government could move the vote forward. They have denied planning to change the date, but are likely to do so anyway.

Who's running? President Recep Tayyip Erdogan will certainly run for a newly enhanced presidency, and finding a challenger to oppose him will be a major problem for the opposition. Although the referendum only succeeded by a narrow margin, Turkey's opposition parties are weak and divided and will have difficulty uniting around a single challenger.

Will there be a real choice? Yes, though notably the recent referendum was criticized by independent electoral monitors, and the results are still being challenged in court. That said, Erdogan is proud of touting his democratic legitimacy and wants to show that he's still the people's favorite. He wants to show a clean win.

Will the election impact policy? Yes, though it would require someone actually beating Erdogan, which will be a tall order.

Venezuela's Controlled Chaos

When is the next vote? A big open question. A presidential election is due in October 2018. The national electoral commission, controlled by allies of President Nicolas Maduro, cancelled state elections scheduled for December and is yet to issue a new date, though a decision is expected soon. The opposition's efforts to force a recall election for the president has been similarly stymied.

Who's running? This is also a subject of intense politicking. Maduro himself is eligible to run again. His allies have attempted to blacklist the major opposition candidates, notably including Henrique Capriles, a state governor who only narrowly lost the 2013 election against Maduro. Capriles is officially banned from running for office for 15 years. But the rule of law is fuzzy in Venezuela at the moment, so that may not hold.

Will there be a real choice? That depends on the circumstances of the vote. Legislative elections in 2015 produced a landslide for the opposition, who then saw their powers curtailed by the presidency and judiciary. Capriles contested the result of the 2013 presidential election. An election stage-managed by the current leaders may be similarly suspect.

Will the election impact policy? Again, it depends on the circumstances of the vote. New state elections, if agreed to quickly by the presidency, may be simply a way for Maduro and his allies to relieve pressure from the opposition without making serious changes.

Russia Picks…Putin

When is the next vote? Russia votes for president in March 2018, with a potential run-off the next month.

Who's running? Vladimir Putin hasn't technically announced yet, but he's widely assumed to be running again. His main challenger is Alexei Navalny, a populist anti-corruption campaigner who has led a guerrilla campaign against the Russian government. A more interesting question is whether Putin, who is personally very popular, will throw over his longtime prime minister, Dmitry Medvedev, who has been targeted by Navalny's protest movement. It's a bad sign when authoritarian leaders have to say, “The prime minister doesn't put much stock in poll data.”

Will the election impact policy? No. Past elections have at times prompted significant popular discontent, but Putin isn't likely to leave anything to chance. Putin is no longer technically the leader of United Russia, the party that controls the Duma, but it still exists primarily to promote Putinism.

Can things change as a result? See above. Putin's friends and foes should dig in for the long haul.

Your Weekly Bremmer

 

Watch Ian's Intelligence Squared debate.

Hard Numbers

3 times more populist politicians have seats in European legislatures today than in 1960. Populism is a structural, not cyclical, trend.

$2,500 is what it cost foreign correspondents for one week of reporting in North Korea.

$8.7 million in debt to the Organization of American States must be cleared by Venezuela before it can leave the organization, as it said it would this week, according to the body's leader.

80 percent of Somali government revenue comes from either the seaport or airport in the country's capital Mogadishu. Both are managed by Turkish companies.

$100 was the bargain price paid to South Korea by the Philippines for a used anti-submarine warship. For a little more than a trip to Tokyo Disney, you, too, can defend your sovereignty.

Words of Wisdom
“I'm a big fan of Russian oligarchs paying more to get into the Met.”
— New York City Mayor Bill de Blasio, who has finally found a winning fiscal strategy: make Russian oligarchs pay for everything. Someone please alert Paul Ryan.

Signal is written by Matt Peterson (@mattbpete) with editorial support from Gabe Lipton (@gflipton). Don't like what you read? Feel free to yell at us on Twitter or just reply to this email.
 
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