Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that?
Conventional warfare isn’t the issue at hand. The real problem lies in the geographic makeup of Latin America. We’re talking jungles, mountains, and fragmented population centers. Doesn’t take a genius to figure out what evolves from that…paramilitaries, insurgency, and a big pain in the ass for anyone trying to project power.
This has kept LatAm relatively peaceful since it’s hard to fight eachother. However, this also means that when toppling a government, most of the institutional capacity falls with it. So, the US would need a real, solid cleanup plan, or it risks a repeat of Iraq.
We’re heading towards a modern version of dollar diplomacy, where the US uses power to enforce US economic interests in Latin America. This is a messy and morally fraught endeavor that should not be taken lightly.
Transcript
Hey, everybody. Peter Zeihan here. Coming to you from Colorado. We’re going to continue what we talked about yesterday with the shape of military and the reality of deployment and apply it to Latin America. Now, obviously, the United States is far and away the most powerful military force, not just in the world, not just in the hemisphere, but in human history. And a big part of why that is true is because of the deployment capability. The United States has spent the last century building up the logistics that allows it to push troops, ships, and power anywhere in the world. And when you’re talking about places like Venezuela, which are just across the Caribbean, it’s not too hard to get there.
The problem is not often the governments the United States could probably, if it wanted to, up every Latin American government in a matter of a few weeks. The question is, what happens the next day?
Latin American militaries have zero deployment capabilities beyond their own shores. Part of this is economic. You takes a strong trade base, technically advanced economy, in order to attract power somewhere else.
Part of it is a bit of a gap. One of the things we learned from the British Empire is that when you have industrial technologies and no one else does, you can literally bring a gun to a knife fight and rule the world for a century or two until the technology finally catches up. And the Anglos, which include the Americans, have held that kind of technological advance over the rest of the world for the better part of the last 300 years at this point.
And it’s only in the last 50 years that the rest of the world has kind of caught up. And that is the rise of Russia and China and the rest. Of course, there’s also a digital divide. When you throw in revolution in military affairs, which the United States really started kicking in in the late 80s and really manifested for the first time on the battlefield in Desert Storm back in 1991, and then eventually Iraqi Freedom in 2002, 2003. Details for what’s fuzzy, the United States demonstrate that it had precision as well as reach. None of the Latin American countries have anything like that. So if you were to throw the United States against all of the Latin American countries, individually or together, the battle would be over in a few days, with the United States taking very few casualties and the Americans completely disemboweling the command and control of everybody on the other side.
It would not be a contest. The problem, of course, is again, what happens the next day. And that is a geographic problem. You see, Latin America isn’t like Europe or the United States, where we’ve got these large chunks of flat land. Crisscrossed by rivers that you can transport goods and people and troops on. It’s mostly highland or jungle.
And in doing so, the population centers get broken up from one another. So you really don’t have something like you’d have in the Midwest or on the East Coast or in northern Europe, where you can shuttle resources and people and troops and goods back and forth and back and forth and back and forth. And that’s what makes a modern economy super successful, is having very low resistance within your system.
There really isn’t anyone in, Latin America that benefits from that. The mountains and the jungles cut the population centers off from one another. People have to move upland in many cases to get above the humidity and disease belts, which means all of a sudden you’re having population centers at five, six, seven, eight, 9000ft with all of the problems that come from that.
But it’s better to not get disease and have those expensive so than to have diseases and maybe have slaughter land and means that the countries of Latin America cannot wage war in the way that we normally think of it in, say, Russia or China or Europe or North America. Instead, it’s a problem of fractional ization with different regions and identities and economic loyalties boiling up, not just between the countries, but within them.
So while the Latin American countries don’t have much when it comes to conventional military forces, their paramilitary forces are an order of magnitude larger in relative terms, and they are elsewhere in the world, because that’s how you fight. You see the problem with countries like Colombia or Mexico or Venezuela or Brazil isn’t so much a conventional military threat.
It’s a paramilitary threat that is caused by guerrilla groups and rebel groups that boil up throughout these territories, because they can’t project traditional power and cultural monolithic ness with their own, their own systems. And so Colombia has had the longest running civil war in the world. Really, it was only ended a few years ago because you had the population living on the sides of mountains at elevation, and kind of this V in the Andes and everywhere else, if you go too high, it’s too cold.
If you go too low, it’s too humid. And too rugged. And so if you go too low, you’re all of a sudden and cocaine lands and you can have groups that can generate capital by selling illicit narcotics wherever it happens to be. Same thing in Brazil. The vast tracts of the Amazon might be romantic, but they’re impossible for Brazil to project power through.
In fact, the last time that this wasn’t true fruit cheese, you’d have to go back. So the last war in Latin America was the send up, conflict between Peru and Ecuador in the highlands and the jungles where 300 people died at last, like a month. And that was it before that, man. It’s. You have to go back to the earlier century.
There were two conflicts in the 1800s that were what Americans would probably consider a real war. You’re the war of the Pacific in the later part of the century, among, Peru and Bolivia on one side and the other side. That was largely a naval conflict with some desert fighting, where the Chileans wiped the floor with the other two.
And northern Chile, they had a comma, became Chilean territory, and the only other one happened just, at the tail end of the Civil War in the United States. So 1864 to 1870, something like that. And that was a four way conflict with Argentina, Uruguay and Brazil on one side. And Paraguay on the other. And it was basically a fight over the laterals of the Rio de Plata region.
If Paraguay had won, it would have controlled all of the rivers of those zones and, access to everything that mattered. But they lost, and Paraguay became the pathetic rump state that it is today.
Since then, there’s been nothing worth fighting over because the countries can’t get at one another. So we’re entering this phase where the United States is far more interested in managing and dictating what happens throughout Latin America, and there is no doubt that it can kick over the anthill whenever and however, once.
But if it wants anything productive to come out of the other side, it has to find a strategy for managing what happens after. The problem is that most of the people in the US government who have some degree of experience in that, and I’m not saying they’re great at it because these are the people who managed Afghanistan and Iraq didn’t go great, but they’ve all been fired.
So the Trump administration is trying to do it from the top by Dick Tartt when they have no one to handle the administration. And on the other side, the very nature of the military attack means that you topple the governance structure that happens to be there already. So in many ways, it’s it’s taking the worst lessons of what we did in Iraq, where we root it out, not just Saddam, but the entire Baath party, and then tried to put on our own people over a society that didn’t have the ability to generate its own elites at first.
And it took us been there for 15 years for them to generate the militant culture that was necessary to generate the elites. We discovered we didn’t like that at all. This time, the Latin Americans have gutted their own societies in places like Venezuela, and so the elites are already gone and we don’t have a management system. So you get two very brutal systems interfacing.
Now that story will be different country by country. Colombia has a much more robust, elite system. The Brazilian system has a lot of oligarchs who can manage economically. And there is an opportunity for an interface there in a post intervention scenario. But if you think it’s going to be simple, it is not, at the moment, the path that we seem to be on is a little bit reminiscent of American strategies during the Cold War, where we indirectly or directly propped up authoritarian governments who would do what we wanted.
Vis-a-vis the Soviet Union. The difference this time around is motivation. It’s much more similar to the late 1800s strategies where the United States would go and militarily knock off the government or make a fuss in order to enforce contractual norms that were not established by the US government. But there were established by U.S. corporations. And we called that dollar diplomacy back in the day.
And some version of that seems to be where we’re headed right now. It’s going to be a very rocky road, because for the dollar diplomacy to work, the United States has to both build up institutions here to manage it and knock down institutions there to enforce it. It is kind of an ugly system, but if it works, and I’m trying to say this and as a moral point of view, as possible, it does allow the United States to treat Latin America like what it is, its strategic backyard, but then also make it its economic backyard.
But I will warn you, where we are today, the U.S. government is unprepared for this, and U.S. corporations are unprepared for this because for the last 80 years, we have drilled into every American company that rule of law on a global basis is the first issue. And dollar diplomacy by default says it’s not.




