Morning Consult Global: What’s Ahead & Week in Review




 


Global

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April 16, 2023
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Good morning and happy Sunday. This week has been dominated by the leak of highly classified U.S. intelligence documents, an incident that has thrown U.S. relations across the globe into disarray. We’re going to dive into the ramifications below, but first, we must bid a fond farewell to the MCIQ quiz, which is being discontinued. 

 

What’s Ahead

Crucial intelligence leak calls U.S. trustworthiness into question: F.B.I. agents arrested Jack Teixeira on Friday on espionage charges after the leak was traced back to the 21-year-old member of the Massachusetts Air National Guard. There may yet be more arrests, as Teixeira appears to have been posting the documents on a private Discord server from which another individual or individuals spread them more widely. 

 

The good news for the United States is that no evidence has surfaced so far that an enemy nation had managed to infiltrate American intelligence networks; the bad news is that it turned out they didn’t need to.

 

What we are watching: Will allies restrict information sharing with Washington?

 

The situation is an odd one. There have been major intelligence leaks in the past — and startlingly penetrative infiltrations of the U.S. government — but any spy agency worth its salt spends considerable resources on counterintelligence. When there are breaches, allies can be reassured with detailed explanations of how a given problem will be prevented in the future.

 

The thing is, Teixeira does not appear to have been working for any foreign power, or even to have found ideological justification or financial compensation for his leaks. A look at the publicly available evidence paints a picture of an insecure young man trying to impress online acquaintances by portraying himself as a powerful figure with access to secret documents.  Teixeira is a low-ranking guardsman who works in tech support.

 

The question being asked in allied capitals worldwide is how Teixeira got his hands on top-secret documents, and Washington doesn’t have great answers. In fact, the leviathan scope and size of America’s intelligence apparatus appears to be a major part of the problem.

 

That puts allies in a very difficult position. Put yourself in the shoes of, say, South Korea’s intelligence chief. Sharing military information painstakingly gathered from North Korea with the United States could play a vital role in deterring Pyongyang and even save many lives in the event of an attack. But if that information is leaked because the United States cannot properly contain it in trusted compartmentalizations, it may ultimately put those same lives at risk. It could also allow Pyongyang to identify Seoul’s intelligence sources, and harden itself against similar methods of infiltration, wasting all the time, money and lives spent on the effort. How would you be thinking about future intelligence sharing with the United States in that event?

 

And that’s not even to mention the revelations of extensive U.S. surveillance of allied countries, including South Korea — though after the Snowden leaks in 2013 everyone likely suspected as much. We’re keeping a careful eye on how allies react to U.S. messaging on the issue.

 

Assad’s rehabilitation roadblocks: Saudi Arabia welcomed Syria’s foreign minister in a surprise visit to Riyadh this week as the two countries accelerate their normalization of ties. Saudi Arabia’s warming relations with Iran have made bringing Syria back into the diplomatic fold an attractive objective, but not all Arab countries are thrilled. At least five states are opposed to Syria’s re-entry into the Arab League, and even Egypt — a close Saudi ally — expressed its reservations.

 

What we are watching: Can the Arab League force Damascus to engage with the opposition?

 

Syrian President Bashar Assad’s brutal crackdown on protesters during the Arab Spring resulted in both the country’s expulsion from the Arab League and the brutal civil war, which devastated a generation of Syrians. Throughout the long ordeal, Assad has shown no appetite for compromise, preferring to bomb his own people, asphyxiate children with chemicals and invite in brutal Russian mercenaries, rather than share power.  

 

But now the objecting states are demanding that he engage with the opposition and give ordinary Syrians a greater voice in their own government. They have little power on paper — the Arab League’s ability to enforce agreements is very limited — but rejoining the body is a first step toward a more global political rehabilitation. We’ll be keeping an eye on whether carrots might be more effective than sticks on Assad in this matter, and whether any outreach to the opposition results in a credible power-sharing scheme. 

 

Lula visits China: Brazilian President Luiz Inácio Lula da Silva visited China this week as he sought to deepen ties with his largest trade partner and restore relations somewhat damaged — rhetorically, if not very much in practical terms — by his predecessor. Before meeting with Chinese President Xi Jinping, Lula questioned why all international trade must be conducted using U.S. dollars and wondered aloud why countries cannot use their own currencies.

 

What we are watching: Will Lula’s notions of non-dollar denominated trade find an interested audience beyond China?

 

I’ll leave the academic explanations of the advantages of a single global reserve currency to your favorite economist, but suffice it to say having one currency to do business with anywhere is pretty handy. That is, unless you find yourself in a situation like Argentina or Pakistan, where a shortage of dollars can stress a society to the core.

 

Neither Beijing nor Brasilia are likely to find themselves in such severe circumstances, but there are political and strategic considerations as well. China would very much like to insulate its economy from potential U.S. sanctions as tensions continue to mount, and being able to use its own renminbi to trade would go a long way toward that goal. Brazil is not as concerned about U.S. sanctions, but like all middle powers, having more options and flexibility gives it greater leverage in its relations with the great powers. In other words, a Brazil that can trade in both dollars and yuan might find itself at an advantage as Sino-American disentanglement continues. We’ll keep an eye on whether Lula is serious about setting up alternative trade paradigms, and how Washington reacts.

 

Week in Review

China reacts to Tsai-McCarthy meeting

  • The People’s Liberation Army staged drills simulating the encirclement of Taiwan and precision strikes following Taiwanese President Tsai Ing-wen’s meeting with U.S. House Speaker Kevin McCarthy (R-Calif.). However, some analysts noted a subtle measure of restraint in these drills compared to those launched after former Speaker Nancy Pelosi (D-Calif.) visited Taiwan last year.

North Korea debuts solid-fuel missile

  • Pyongyang test launched what it claims is a solid-fuel missile for the first time, a major step forward in ballistics technology that could pose problems for U.S. and South Korean forces in the event of a conflict. Up until now, North Korean missiles needed to sit still on an exposed launch pad while they were filled with liquid fuel, giving allied forces a chance to identify and destroy them on the launchpad or forewarn potential victims. A solid-fuel rocket is always ready to launch and can be fired from more discreet locations with narrower windows for warning and interception. 

Saudi-Houthi prisoner swap

  • Nearly 900 captives taken during the war in Yemen are being returned to their respective home countries as part of a trust-building exercise as Saudi Arabia negotiates peace with the Yemeni Houthis it has fought since 2015. The Red Cross is overseeing the exchange, which experts say could help lay the groundwork for an end to the violence.
 
Stat of the Week
 

28% 

 

That’s the share of Israelis who approve of Israeli Prime Minister Benjamin Netanyahu’s job performance after he paused his controversial effort to overhaul Israel’s judiciary. It represents a 7-percentage-point decline from just before he paused the overhaul on March 27, and underscores the narrow path he has to maintain power and avoid a potential prison sentence, as I wrote this week: Netanyahu’s Approval Rating Plummets After Pausing Judicial Overhaul

 
The Most Read Stories This Week
 

1) Discord member details how documents leaked from closed chat group

Shane Harris and Samuel Oakford, The Washington Post 

 

2) Netanyahu Approval Rating Plummets After Pausing Judicial Overhaul

Matthew Kendrick, Morning Consult 

 

3) What Do the Leaked U.S. Intelligence Documents Say?

Eric Nagourney, The New York Times 

 

4) ‘Net Zero’ Will Mean a Mining Boom

Daniel Yergin, The Wall Street Journal

 

5) World Bank staff were told to give special treatment to son of Trump official

Kalyeena Makortoff, The Guardian 

 

6) Leaked Documents Suggest Ukrainian Air Defense Is in Peril if Not Reinforced

Helene Cooper et al., The New York Times 

 

7) TSMC Posts First Revenue Drop in Nearly Four Years

Kosaku Narioka, The Wall Street Journal

 

8) What Leaked Pentagon Documents Reveal About Russia’s Military Struggles

Julian E Barnes et al., The New York Times 

 

9) COVID-19 Lab Leak Theory Finds Support in Latin America, Europe

Ricky Zipp, Morning Consult 

 

10) The price cap on Russian oil seems to be working 

Matt Philips, Axios

 
Other Global News
 
 







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