The Next Decade (33 page)

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Authors: George Friedman

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BOOK: The Next Decade
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Only in Egypt do the nation and the state coincide, which is why from time to time Egypt becomes a major power. But the dynamic of North Africa, which is predominantly a part of the Mediterranean basin, is very different from that of the rest of the continent. Thus when I use the term
Africa
from now on, I exclude North Africa, which has been dealt with in an earlier chapter.

Another irony is that while Africans have an intense sense of community—which the West often denigrates as merely tribal or clan-based—their sense of a shared fate has never extended to larger aggregations of fellow citizens. This is because the state has not grown organically out of the nation. Instead, the arrangements instituted by Arab and European imperialism have left the continent in chaos.

The only way out of chaos is power, and effective power must be located in a state that derives from and controls a coherent nation. This does not mean that there can’t be multinational states, such as Russia, or even states representing only part of a nation, such as the two Koreas. But it does mean that the state has to preside over people with a genuine sense of shared identity and mutual interest.

There are three possible outcomes worth considering for Africa. The first is the current path of global charity, but the system of international aid that now dominates so much of African public life cannot possibly have any lasting impact, because it does not address the fundamental problem of the irrationality of African borders. At best it can ameliorate some local problems. At worst it can become a system that enhances corruption among both recipients and donors. The latter is more frequently the case, and truth be known, few donors really believe that the aid they provide solves the problems.

The second path is the reappearance of a foreign imperialism that will create some foundation for stable life, but this is not likely. The reason that both the Arab and the European imperial phases ended as readily as they did was that even though there were profits to be made in Africa, the cost was high. Africa’s economic output is primarily in raw materials, and there are simpler ways to obtain these commodities than by sending in military forces and colonial administrators. Corporations making deals with existing governments or warlords can get the job done much more cheaply without taking on the responsibility of governing. Today’s corporate imperialism allows foreign powers to go in, take what they want at the lowest possible cost, and leave when they are done.

The third and most likely path is several generations of warfare, out of which will grow a continent where nations are forged into states with legitimacy. As harsh as it may sound, nations are born in conflict, and it is through the experience of war that people gain a sense of shared fate. This is true not only in the founding of a nation but over the course of a nation’s history. The United States, Germany, or Saudi Arabia are all nations that were forged in the battles that gave rise to them. War is not sufficient, but the tragedy of the human condition is that the thing that makes us most human—community—originates in the inhumanity of war.

Africa’s wars cannot be prevented, and they would happen even if there had never been foreign imperialism. Indeed, they were being fought when imperialism interrupted them. Nation-building does not take place at World Bank meetings or during the building of schools by foreign military engineers, because actual nations are built in blood. The map of Africa must be redrawn, but not by a committee of thoughtful and helpful people sitting in a conference room.

What will happen, in due course, is that Africa will sort itself out into a small number of major powers and a large number of lesser ones. These will provide the framework for economic development and, over generations, create nations that might become global powers, but not at a pace that affects the next decade. The emergence of one nation-state that could introduce a native imperialism to Africa could speed up the process, but all the candidates for imperial power are so internally divided that it is hard to imagine a rapid evolution. Of all of them, South Africa is most interesting, as it combines European expertise with an African political structure. It is the most capable of Africa’s countries. But that very fact leaves it with divisions that make its emergence as a regional power harder to imagine with each passing year.

Ultimately, the United States has no overwhelming interest in Africa. It obviously cares about oil from Nigeria or Angola and about controlling Islamist influence in the north as well as Somalia and Ethiopia. Thus it cares about the stability of Nigeria and Kenya, powers that might help with these issues. But America’s intense involvement in Africa during the Cold War—the Congolese civil war in the early 1960s, Angola’s civil war in the 1980s, Somalia and Ethiopia—was merely an attempt to block Soviet penetration. That level of intensity no longer exists.

In recent years the Chinese have become involved in Africa, purchasing mines and other natural resources. But as we have discussed, China does not represent the same order of threat that the Soviets did, both because of the limits of power projection and because of China’s internal weakness. China can’t exploit Africa’s position strategically, as the Soviets once did, and it can’t carry home the mines. The primary effect of Chinese investment is more intense exposure to Africa’s instability, which leaves the United States free to remain aloof.

At the same time, U.S. corporations are as skilled as any in making the deals that allow them to get oil, other minerals, or agricultural products without a major American commitment to the region. Given all the other interests of the United States, having one region where it can remain indifferent is strategically beneficial, if only in that it allows the U.S. to conserve resources.

But there is an opportunity in Africa nonetheless. The strategic requirement for the United States to be involved in systematic manipulation in many parts of the world makes it disliked and distrusted. There is no way to avoid this through policy, but it is possible to confuse—or defuse—the issue, and Africa is the place for that.

The United States, like all nations, is brutally self-interested. But there is value in not appearing that way, and some value in being liked and admired, as long as being liked isn’t mistaken for the primary goal. Giving significant amounts of aid to Africa would serve the purpose of enhancing America’s image. In a decade in which the United States will need to spend hundreds of billions of dollars a year on defense, spending $10 billion or $20 billion on aid to Africa would be a proportional and reasonable attempt to buy admiration.

Again, the aid itself will not solve Africa’s problems, but it might ameliorate some of them, at least for a time. It is possible that it will do some harm, as many aid programs have had unintended and negative consequences, but the gesture would redound to America’s benefit, and at relatively low cost.

The fact that a president must never lift his eyes from war does not mean that he cannot be clever about it at the same time. One of Machiavelli’s points is that good comes out of the ruthless pursuit of power, not out of trying to do good. But if doing some good merely convinces Europe to send more troops to the next U.S. intervention, it will be a worthwhile investment.

CHAPTER 13
 

THE TECHNOLOGICAL
AND DEMOGRAPHIC IMBALANCE

T
his book is about the imbalances of American power in the next decade and the effect of these imbalances on the world. I’ve focused on economic and geopolitical issues and made the argument that imbalances here are transitory and can be corrected. But the book would be incomplete without a consideration of two other major issues impinging on the decade ahead, namely demography and technology.

Economic cycles—boom and bust—can be driven by speculation and financial manipulation, as was the decade just ending. But at a deeper level, economic expansion and contraction are driven by demographic forces and by technological innovation.

During the decade to come, we will see the ebbing of the demographic tide that helped to drive the prosperity of the immediate postwar period. The age cohort known as the baby boom—the children born during the Truman and Eisenhower administrations—will be in their sixties, beginning to retire, beginning to slow down, beginning to get old. As a result, the same demographic bulge that helped create abundance a half century ago will create an economic burden in the years ahead.

In the 1950s, the baby boomers helped create demand for millions of strollers, tract houses, station wagons, bicycles, and washer-dryers. During the 1970s, they began to seek work in an economy not yet ready for them. As they applied for jobs, married and had children, bought and borrowed, their collective behavior caused interest rates, inflation, and unemployment to rise.

As the economy absorbed these people in the 1980s and as they matured in the 1990s, the boomers pushed the economy to extraordinary levels of growth. But during the next ten years, the tremendous spurts of creativity and productivity that the boomers brought to American life will draw down, and the economy will start feeling the first rumblings of the demographic crisis. The passing of the baby boomers throws into sharp relief an accompanying crisis in technological innovation that ultimately may be more salient. As the boomers age, not only will their consumption soar and their production disappear, but they will require heath care and end-of-life care at a level never seen before.

The next decade will be a period in which technology lags behind needs. In some cases, existing technologies will reach the limits of how far they can be stretched, yet replacement technologies will not be in the pipeline. Which isn’t to say that there won’t be ample technological change; electric cars and new generations of cell phones will abound. What will be in short supply are breakthrough technologies to solve emerging and already pressing needs, the kinds of breakthroughs that drive real economic growth.

The first problem is financial, because the development of radically new technologies is inherently risky, both in terms of implementing new concepts and in terms of matching the product to the market. The financial crisis and recession of 2008–2010 reduced the amount of capital that is available for technological development, along with the appetite for risk. The first few years of the next decade will be marked not only by capital shortages but by a tendency to deploy available capital in low-risk projects, with the available dollars flowing to more established technologies. This will ease up globally in the second half of the decade, and sooner in places like the United States. Nevertheless, given the lead time in technology development, the next generation of notable technological breakthroughs won’t emerge until the 2020s.

The second problem in this rate of innovation, oddly enough, lies with the military. In the nineteenth century, the development of the steam engine and the development of the British navy (and its imperial reach) moved hand in hand. In the twentieth century, the United States was the engine of global technological development, and much of that innovation was funded and driven by military acquisitions, and almost all of that had some spin-off civilian application. The development of both aircraft and radios was heavily subsidized by the military and resulted in the subsequent birth of the airline industry and the broadcasting industry. The interstate highway system was first conceived of as a military project to facilitate the rapid movement of troops in case of Soviet attack or nuclear catastrophe. The microchip was developed for use in the small digital computers that guided both nuclear missiles and the rockets needed to put payloads in space. And of course the Internet, which entered public consciousness in the 1990s, began as a military communications project in the 1960s.

Wars are times of intense technological transformation, because societies invest—sometimes with extensive borrowing—when and where matters of life and death are at stake. The U.S.-jihadist war has driven certain developments in unmanned surveillance and attack aircraft as well as in database technology, but the profound transformations of World War II (radar, penicillin, the jet engine, nuclear weapons) and the Cold War (computers, the Internet, fiber optics, advanced materials) are lacking. The reason is that ultimately the conflicts in Afghanistan and Iraq are light-infantry wars that have required extrapolations of existing technologies but few game-changing innovations.

As funding for these wars dries up, research and development budgets will take the first hits. This is a normal cycle in American defense procurement, and growth will not resume until new threats are identified over the next three to four years. With few other countries working on breakthrough military technologies, this traditional driver of innovation will not begin bearing civilian fruit until the 2020s and beyond.

The sense of life or death that should drive technological innovation in the coming decade is the crisis in demographics and its associated costs. The decline in population that I wrote about in
The Next 100 Years
will begin to makes its appearance in a few places in this decade. However, its precursor—an aging populace—will become a ubiquitous fact of life. The workforce will contract, not only as a function of retirement but as increasing educational requirements keep people out of the market until their early or mid-twenties.

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