CHINAMacroReporter

The 'Longer Telegram' & Its Discontents

Why everyone wants to be George Kennan‘In 1947 X penned his history-changing “Sources of Soviet Conduct” in Foreign Affairs,’ wrote Edward Luce in the Financial Times in 2018.‘The piece, which crystallised America’s cold war containment strategy, was the making of George F Kennan’s life-long reputation as a master of geopolitics.’‘ As the architect of a doctrine that won the cold war.’
by

|

CHINADebate

February 7, 2021
The 'Longer Telegram' & Its Discontents

In today’s issue:

1. Biden Lays Out His China Policy

  • 'Remarks by President Biden on America's Place in the World
  • 'Brookings experts analyze President Biden’s first foreign policy speech: Focus China'

2. The 'Longer Telegram' & Its Discontents

  • ' "Longer Telegram" Sets Off Fierce Global Debate'
  • ' "Longer Telegram" | To Counter China’s Rise, the U.S. Should Focus on Xi'
  • 'Why the ‘Longer Telegram’ Won’t Solve the China Challenge'

3. Calling Mr. Kennan

  • 'In Search of Today’s George Kennan'

4. A Look Back to 1947 & 'X'

  • 'The Sources of Soviet Conduct' by X

‘A proliferation of new policy ideas often accompanies a changing of the guard in Washington,’ writes Axios’ Bethany Allen-Ebrahimian.

  • ‘But this time around, growing concern over China's rise has driven debate into overdrive, as numerous stakeholders present competing visions for a U.S. response.’
  • ‘Numerous analysts are seizing this moment to showcase their ideas for containing China's authoritarianism and rejuvenating democracy, in the hope that their proposals might influence the Biden administration's future direction.’

‘Some U.S. strategists have made comparisons to the early days of the Cold War, when State Department official George Kennan published an anonymous essay based off a cable, later known as the "Long Telegram," that laid out what would become the U.S. strategy of containment toward the Soviet Union.’

  • ‘In November 2020, the Trump State Department's office of policy planning produced a 70-plus-page China strategy paper that openly drew inspiration from the Long Telegram but was not named after it.’
  • ‘Last week, the Atlantic Council published a lengthy strategy paper called "The Longer Telegram," attributed to an anonymous former U.S. senior official.’

With this in mind, let’s look at three points:

  1. Why everyone wants to be George Kennan
  2. Why the ‘Longer Telegram’ is no ‘Long Telegram’
  3. Why the ‘Longer Telegram’ or any other proposed China strategy won’t make any difference

1. Why everyone wants to be George Kennan

‘In 1947 X penned his history-changing “Sources of Soviet Conduct” in Foreign Affairs,’ wrote Edward Luce in the Financial Times in 2018.

  • ‘The piece, which crystallised America’s cold war containment strategy, was the making of George F Kennan’s life-long reputation as a master of geopolitics.’
  • ‘As the architect of a doctrine that won the cold war.’

In the past few years, there has been no shortage of folks trying to come up with that simple, ‘crystallized,’ Kennan-like doctrine from which all U.S. policy toward China could be organized.

  • No one has come close.

As Mr. Luce notes:

  • ‘America is desperate for the kind of strategic nous Kennan once personified.’
  • ‘A few years ago we may have looked to people such as Zbigniew Brzezinski or Henry Kissinger to offer some kind of answer.’
  • ‘The first is dead and the second places too high a value on his access to Trump, Putin, Xi Jinping and others, to risk plain talk.’

‘We need new minds.’

  • ‘All of us in Washington can point to dozens of smart foreign policy specialists in their own fields.’

‘But where is the grand strategist?’

  • Where indeed.

2. Why the ‘Longer Telegram’ is no 'Long Telegram'

Every so often I re-read Mr. Kennan’s ‘Long Telegram’ (excerpts below in ‘4. A Look Back to 1947 & “X” ’).

  • Each time I am struck by the brilliance of the analysis and the powerful simplicity of the ‘containment’ doctrine.
  • And each time, like a mathematician trying to solve some centuries’ old conundrum, I try to come up with the same kind of solution for U.S. strategy for China. No luck.
  • But if I ever were to come up with an idea, I wouldn’t consider publishing with any mention of George Kennan.

So it takes a lot of chutzpah to call your tract the ‘Longer Telegram’ (vice the ‘Long Telegram’) and to sign it ‘Anonymous’ (vice ‘X’).

  • And I was expecting something pretty terrific.
  • But invoking the spirit of Vice-presidential candidate Lloyd Bentsen: ‘Anonymous, you’re no X.’

My take on what the big idea is is the same as Paul Heer’s. He wrote in The National Interest:

  • “All U.S. political and policy responses to China therefore should be focused through the principal lens of Xi himself”—is the author’s conclusion.’
  • ‘Washington should be seeking to escape from, and even try to effect the removal of, Xi’s leadership because that could restore U.S.-China relations to a potentially constructive path: “its pre-2013 path—i.e., the pre-Xi strategic status quo.” ’
  • ‘Washington should do this by directing its strategy “at the internal fault lines of domestic Chinese politics” because “the party is extremely divided on Xi’s leadership,” and particularly on his foreign policy assertiveness:’
  • ‘ “Xi’s critics contend that [his] ‘forcing of the pace’ has resulted in Beijing taking unnecessary risks by bringing about a fundamental change in U.S. strategy toward China much earlier than was either necessary or desirable.” ’

Mr. Heer continues:

  • ‘One of the author’s central premises is that “if leadership change were to occur, it would be more likely to move in the direction of a more moderate collective leadership” that would be easier for Washington to work with, and presumably less assertive and confrontational toward the United States.’
  • ‘ “If leadership change does not occur, then the objective is to maximize internal political pressures on Xi to moderate Chinese policy of his own volition or to roll back various of his international initiatives.” ’

A far cry from the elegance of ‘containment.’ And, as Mr. Heer argues, also:

  • ‘Perhaps the most problematic aspect of the “Longer Telegram's” emphasis on Xi.’

‘This is a profoundly misguided if not dangerous approach.’

  • ‘First, it almost certainly miscalculates (by exaggerating) the potential differences between Xi and any alternative leadership on the core issues in U.S.-China relations, or on the overall direction of Chinese foreign policy.’
  • ‘In addition, it would be a hazardous venture for Washington to attempt to exploit the internal fault lines of Chinese politics and play one faction or leader off against another.’
  • ‘This is precisely the kind of “intervention in China’s internal affairs” that fuels the visceral nationalism of Chinese leaders,’
  • ‘Such a venture almost certainly is more likely to be counterproductive than to yield the desired result of accommodation to U.S. goals.’

For me, though, despite some very good analysis, the Longer Telegram fails because it lacks the single organizing principle from which a comprehensive strategy could be developed and implemented.’

  • That Anonymous, along with so many others, didn’t succeed perhaps points to the complexity of the U.S. relationship with China within China itself.
  • In that case, we wait for our George Kennan in vain.
  • And Anonymous, if he cares about his/her reputation, will remain so.

Why the ‘Longer Telegram’ or any other proposed China strategy won’t make any difference

Whatever the merits or otherwise of the Longer Telegram, it has, as George Kempe, president of the Atlantic Council which published the essay, notes caused a stir:

  • 'The fierce global debate set off this week by a thought-provoking paper – “The Longer Telegram: Toward a New American China Strategy” – has underscored the urgency and difficulty of framing a durable and actionable U.S. approach to China as the country grows more authoritarian, more self-confident and more globally assertive.'
  • 'The 26,000-word paper, published simultaneously by the Atlantic Council and in shorter form by Politico Magazine, has served as a sort of Rorschach test for the expert community on China.'
  • 'The reactions have ranged between critics, who found the paper’s prescriptions too provocative, to proponents, who lauded its ground-breaking contributions.'

'Beijing took notice, not least because of the author’s apparent familiarity with Communist party politics and focus on President Xi Jinping.'

  • 'China’s Foreign Ministry spokesperson accused the anonymous author of “dark motives and cowardliness” aimed at inciting “a new Cold War.” '

While I acknowledge that anything that engenders serious debate about how the U.S. should manage its relationship with China is a good thing, I also acknowledge that neither the Longer Telegram nor any other proposal will make a whit of difference in the Biden team’s approach.

  • As covered in our last issue, the Biden team is already working off the same playbook on China.

And this week, the Boss confirmed it in his first foreign policy address. Regarding China, President Biden said:

  • “And we’ll also take on directly the challenges posed by our prosperity, security, and democratic values by our most serious competitor, China.”  
  • “We’ll confront China’s economic abuses; counter its aggressive, coercive action; to push back on China’s attack on human rights, intellectual property, and global governance.”
  • “But we are ready to work with Beijing when it’s in America’s interest to do so.  We will compete from a position of strength by building back better at home, working with our allies and partners, renewing our role in international institutions, and reclaiming our credibility and moral authority, much of which has been lost.”
  • “That’s why we’ve moved quickly to begin restoring American engagement internationally and earn back our leadership position, to catalyze global action on shared challenges.”

Maybe not George Kennan; but no doubt about the approach either.

CHINADebate, the publisher of the China Macro Reporter, aims to present different views on a given issue. Including an article here does not imply agreement with or endorsement of its contents.

More

CHINAMacroReporter

September 26, 2022
China Coup: How Worried Should Xi Be?
‘Xi and the phrase #ChinaCoup trended on social media after tens of thousands of users spread unconfirmed rumors that the president was detained and overthrown by the China's People's Liberation Army.’
keep reading
September 18, 2022
'How do you spy on China?'
Many of you have asked about my own take on the issues I analyze in these pages and about my background. Today is some of both.I am honored to have been interviewed by the terrific Jeremy Goldkorn, editor-in-chief of The China Project. Below is part of that interview.
keep reading
September 5, 2022
Xi’s Dangerous Radical Secrecy
In a world of political hardball, investigative reporting, and tabloids, we know a lot (if not always accurate or unspun) about world leaders, especially those in functioning democracies. Not so with Xi Jinping.
keep reading
December 30, 2021
Q&A 4 | Is China Exporting Inflation?
'‘China has its own issues. If you look at the CPI inflation, it looks more moderate. ‘If you look at the producer price inflation, it looks more severe.’
keep reading
December 30, 2021
Q&A 2 | Will the Gender Imbalance Keep Housing Prices Firm in the Medium Term?
‘The part of housing prices caused by gender-ratio imbalance is not going to go away in the medium term. But the government has ways to create volatility in the housing market.’
keep reading
December 30, 2021
Q&A 3 | Property 2022: Stabilization or Growth?
‘The goal is to stabilize housing prices while having housing sector grow.’
keep reading
December 30, 2021
Shang-jin Wei Presentation-3 | Analyzing the Gender Imbalance Data
‘Compare these with graph showing the impact of the same factors on rental prices...'
keep reading
December 30, 2021
Shang-jin Wei Presentation-2 | Gender Imbalance as a Driver of Housing Prices
‘Why does gender imbalance have such an outsize impact on China’s housing prices?'
keep reading
December 30, 2021
Q&A 5 | Will Xi Continue to Favor the State Over the Private Sector?
‘He wants to see a bigger role for the state in the economy. But in the last two years, he has done some course correction. For example, after talking up the role of state-owned firms and building stronger, bigger state-owned firms, he is talking about the equal importance for the private sector.’
keep reading
December 30, 2021
Q&A 7 | Why Did Beijing Ban Online Tutoring?
‘Each policy in isolation – whether its banning online tutoring or protecting data or enforcing anti-monopoly regulations or any other - has its rationale.’
keep reading
December 30, 2021
What Are Your Top of Mind Concerns?
I asked the participants what are their top of mind concerns about China.
keep reading
December 7, 2021
Getting (Xi Jingping's) Priorities Straight
How do you make investment or business decisions in the face of the uncertainties created by Xi Jinping's reshaping China's economy? In this issue, I'll give you a few different ideas on how you might deal with that uncertainty.
keep reading
December 7, 2021
Look Through the Rights Lenses
Getting down more to the nitty-gritty, if you’re evaluating a sector or a company, get your lenses right to get the details right.. Stonehorn’s Sam Le Cornu gives a good example of this in a Bloomberg interview.
keep reading
December 7, 2021
Sometimes You Just Have to Roll the Dice
Telling someone to align him or herself with Beijing's priorities still is generally good advice.And, when I tell you what those priorities are, I know I am right - until I'm not.
keep reading
December 7, 2021
Watch What Beijing Says - and Does
Besides listening to Xi Jinping, you can discern Beijing’s priorities and its likely actions through its big policies - and this is my point here.
keep reading
November 23, 2021
'Biden Has a Summit With Xi, but No Strategy for China'
‘Neither Taiwan nor strategic arms are a hot campaign topic, and China is not yet at the forefront of public consciousness. To ensure America’s eventual strategy is workable, political leaders need to debate the challenges so citizens can appreciate the implications of the choices they will have to make.’
keep reading
November 23, 2021
Xi Jinping's Leadership: 'The Inevitable Outcome of History'
Mr. Xi is the hero of a Resolution on the history of the Chinese Communist Party that painted his leadership as the inevitable outcome of history and all but gave him his third term. Tony Saich of the Harvard Kennedy School did a terrific analysis on this - you'll find it below, after my take.
keep reading
November 23, 2021
'Xi Jinping has made sure history is now officially on his side'
‘While there are murmurs of opposition, the historic plenary session would suggest that the future is in Xi’s hands. However, when politics is so deeply personalised and centralised, there is only one person to blame if things go wrong. Unless, of course, we get a new resolution on history that tells us who led the party astray, despite Xi’s earnest attempts to keep policy on the straight and narrow.’
keep reading
November 9, 2021
'America's China Plan: A Proposal' by Clyde Prestowitz
Outcompeting China and avoiding global extension of its authoritarian and coercive policies and practices is not really about China. It’s about America.
keep reading
October 27, 2021
Why China Won't Invade Taiwan - Yet
Forget Evergrande and the energy crunch. After the recent flurry of alarming headlines, here’s the question I get most often these days from CEO’s and institutional investors: Will China invade Taiwan in the next few years?
keep reading
October 17, 2021
An Energy Crunch. China's Latest Crisis. They Just Keep Piling Up.
‍‘Over the next six months or more, the energy crunch in China will be an even bigger challenge than Evergrande. Will make the Evergrande problem look tiny and has huge global implications. The lights go out in China!’ one experienced and very well-respected reader of long residence in China wrote to me in response the last issue on Evergrande.
keep reading
October 7, 2021
Just How Contagious is Evergrande?
Just as a personal crisis can lead you to dig deeper into yourself, so the rapid-fire events in China - with trillions of dollars of business and investment on the line - have led us to (finally) go deeper into how China works – and to come to grips with uncertainties caused by Xi Jinping’s recent moves to reshape the Chinese economy and the Party’s social contract with the Chinese people.
keep reading
September 27, 2021
'This Time Feels Different'
Just when we thought we were getting used to Xi Jinping’s tech reforms and social-engineering regulations, the Evergrande crisis heats up.
keep reading
September 19, 2021
AUKUS: A New World Order?
‍In case you passed over the news of AUKUS, the new strategic alliance among the U.S, the U.K., and Australia, here a few headlines to encourage a deeper look.
keep reading
September 7, 2021
Xi Jinping: Today, video games. Tomorrow, well ... just be good.
Today's issue is a heads up on what may be Xi Jinping's efforts to reshape Chinese society.
keep reading
August 28, 2021
The Taliban: 'China's Perfect Partner'?
Breaking through the blow-by-blow reporting that started when the Taliban began its sweep to victory are the geopolitical analyses of who gains and who loses in Afghanistan.
keep reading
August 15, 2021
'Xi’s Dictatorship Threatens the Chinese State'
‘Mr. Xi is determined to bring the creators of wealth under the control of the one-party state.’
keep reading
August 15, 2021
'Are you tired of losing yet, America?'
As I write this, Taliban forces have entered Kabul and are reportedly occupying the Presidential Palace.
keep reading
August 15, 2021
China Economy: Industrial Production Down, Demand Resilient
China’s industrial production down 10%. Demand resilient.
keep reading
August 15, 2021
'China Signals More Regulation for Businesses in Coming Years'
‘The State Council’s statement provides a guiding context to interpret current regulatory thrusts. The blueprint as an attempt by Chinese authorities to help investors understand the motives behind the regulatory push.’
keep reading
August 5, 2021
‘Global investors shocked to have discovered that China is run by Communists.’
‘Global investors are shocked to have discovered that China is run by Communists.’
keep reading
August 5, 2021
'Shocked Investors Scour Xi’s Old Speeches to Find Next Target'
‘While China’s policy moves can feel ad hoc particularly to foreign investors, the changes are quite targeted on certain sectors.’
keep reading
August 5, 2021
Don't Say Xi Jinping Didn't Warn You
‘Global investors are shocked to have discovered that China is run by Communists.’
keep reading
August 5, 2021
'China Wants Manufacturing—Not the Internet—to Lead the Economy'
‘Social media, e-commerce and other consumer internet companies are nice to have. But in his view national greatness doesn’t depend on having the world’s finest group chats or ride-sharing.’
keep reading
August 1, 2021
'Stock Market: China Doesn’t Care How Much Money Investors Lose'
‘Does Beijing not care how much money foreign investors have lost? Does the government really want to close China Inc.’s access to the deep pool of global capital? The short answer is, no, the government doesn’t care.
keep reading
August 1, 2021
'Xi's Four Pillars of Regulation'
‘Broadly, Beijing is concerned about four pillars of stability: banking, anti-trust regulation, data security and social equality. All of Beijing’s major interventions reflect these concerns.’
keep reading
August 1, 2021
China's Tech Crackdown: 'Nobody Saw It Coming.' — Huh?
‘Carnage in China's financial markets signals the beginning of a new era as the government puts socialism before shareholders, and regulatory changes rip apart the old playbook,’ writes Reuters’ Tom Westbrook.
keep reading

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.