Τετάρτη 18 Δεκεμβρίου 2013

Και τώρα που οι Γερμανοί έχουν Κυβέρνηση;


1. Η Γερμανία εξαρτάται από τις εξαγωγές της και από την ενέργεια από την Ρωσία και δεν θα χαλάσει τις σχέσεις της με την Ρωσία για καμία "ΕΕ". (Προσωπικά αμφιβάλλω ότι οι Ρώσοι θα μπορέσουν να αγοράσουν Γερμανική τεχνολογία για να δήθεν για να απεξαρτηθούν από εξαγωγές ενέργειας, και αν γίνει, θα γίνει επειδή συμφέρει τους Γερμανούς, και όχι τους Ρώσους, αλλά δεν μπορώ και να εκτιμήσω την ενεργειακή εξάρτηση σε σχέση με  την ανοχή ενεργειακής εξάρτησης των πρώτων από τους δεύτερους). Οι εξαγωγές προς την Ευρωζώνη θα υπάρχουν μόνο εάν "βοηθηθεί"  η Ευρωζώνη (και εγώ λέω θα μάς βοηθάνε εμάς να αγοράζουμε ό,τι απούλήτο έχουν με βάση κριτήρια που συμφέρουν αυτούς).

2. Μέσα στην ίδια την Γερμανία, οι μεν της Μέρκελ φαίνονται να θέλουν περισσότερη ανάμειξη στην Ουκρανία, οι δε "σοσιαλιστές" θέλουν καλύτερες σχέσεις με την Ρωσία (αν και, λέω εγώ, εύκολα οι μεν επικαλούνται τους δε, για να κάνει η χώρα τους την δουλειά της).   Για την Ρωσία βέβαια, η Ουκρανία  είναι σοβαρό θέμα και δεν θα την αφήσει. (Στο πρωτότυπο Ρίμπεντροπ Μολότωφ, αν δεν κάνω λάθος, είχαν και τότε μοιράσει την Πολωνία, μόνο που τώρα γίνεται με επίθεση φιλίας, εκπτώσεων στις τιμές αερίου κλπ... Θα μου πείτε καλύτερο από τις μεθόδους 1935-1945).

3. Μπορεί η ΕΕ να παριστάνει ότι πιέζει την Ρωσία για φθηνότερο αέριο, αλλά η Γερμανία προτιμάει να έχει φθηνότερο αέριο από την προνομιακή της σχέση με την Ρωσία. (Ή, λέω εγώ, πώς το Ρώσικο αέριο μπαίνει σφήνα όπου θέλει, που στην δήθεν ενότητα της δήθεν Ευρώπης, σχεδόν δεν με χαλάει, θοῦ, Κύριε, φυλακὴν τῷ στόματί μου... πήγα να γράψω κι άλλες κακές σκέψεις εδώ που όλες κατέληγαν, στο "πόσο έχει εξοπλιστεί η Γερμανία";  Άσε... θα γίνω γραφικός..."

4. Το πιο ανατριχιαστικό στο άρθρο είναι η έκφραση Berlin will allow moderate parties in Britain or France to adopt more Euroskeptical policies to prevent them from losing votes to nationalist parties. Will allow σημαίνει "θα επιτρέψει". Οι Γερμανοί προτιμούν το ευρωσκεπτικισμό (σε Γαλλία και Αγγλία), από τον εθνικισμό. Να δούμε αν έχουν σχετικά Stiftung για αυτόν τον σκοπό... Σε εμάς ήταν απλό, και με συγχωρείτε... Φυτεύτηκαν από την αρχή "περίεργοι" στην Χρυσή Αυγή, και ο εθνικισμός ήταν ...φυλακιστέος από την αρχή... Όπου το Reductio ad Hitlerum μπορεί και να χρησιμοποιήθηκε από τους ίδιους...

5. Οι Γερμανοί θα διαχειριστούν την σχέση τους με την Ευρώπη (όταν συμφωνήσουν πια θα είναι αυτή) μάλλον με περισσότερη ρευστότητα προς την Ευρώπη (και μην ενθουσιάζεστε, η μόνη Ευρώπη που τους νοιάζει είναι η ...Γαλλία).

6. Στο θέμα της μετανάστευσης, αν καταλαβαίνω καλά, η Γερμανία θα την περιορίσει προσφέροντας "τεχνική βοήθεια και αναμόρφωση εργασιακών σχέσεων στην περιφέρεια". Χεχεχεχέεχε... Ελπίζω να καταλαβαίνετε τι δουλειά έχει μπροστά του ο σοσιαλιστής Τσίπρας τώρα που οι δεξιοί μας φορολόγησαν... Μα είναι τόσο εμφανές... Βάζεις τον κατάλληλο να κάνει την κατάλληλη δουλειά...

Κοινώς καλοί μου άνθρωποι, ούτε ο Μανωλιός αλλάζει ούτε τα ρούχα του... Αν δηλαδή ψάχναμε για κάποια αλλαγή... Αλλά σας καίνε οι πινακίδες του ...Λιάπη.

Germany's new coalition government -- consisting of German Chancellor Angela Merkel's center-right Christian Democratic Union party, its Bavarian sister party, the Christian Social Union, and the center-left Social Democratic Party -- officially took power on Dec. 17 after the German parliament voted to confirm Merkel's third chancellorship. There were two surprises among a host of familiar faces in the revamped 16-member Cabinet: Christian Democrat Ursula von der Leyen as defense minister and Social Democrat Joerg Asmussen as deputy labor minister (he will need to leave the European Central Bank's Executive Board). Christian Democrat Wolfgang Schauble will retain his post as finance minister. The Social Democrats' most prominent appointments will be Frank-Walter Steinmeier as foreign minister and Sigmar Gabriel as vice chancellor and economy and energy minister.

It took three months to form the new German coalition -- longer than it took to construct Germany's two previous governments under Merkel in 2009 and 2005 -- mainly because the Social Democrats had to decide whether they wanted to be the subordinate party in this "grand coalition." While the current arrangement will likely make domestic decision-making more efficient, Berlin's actions will still be guided by the strength of external demand, the need to maintain cohesion in the European Union and its bilateral relations with Russia. Thus, despite having strong parliamentary backing, Germany may not be any more effective at navigating Europe's economic crisis than it has been since 2009.

Stratfor has been analyzing the short- and long-term realities that any German government would face since before the Sept. 22 federal election. Below is a compilation of our forecasts for Germany's new grand coalition

German Involvement With the Ukrainian Opposition

Dec. 12, 2013

• Germany has built relatively strong ties over the past years to one of the main Ukrainian opposition parties. However, given how sensitive Russia is to Western involvement in Ukraine, Germany is likely to settle for a balance in Ukraine between East and West to ensure the stability of the German-Russian relationship.

• Germany's new government likely has not formulated a strategy regarding Ukraine. Merkel's party has been the main one seeking political ties with the Ukrainian Democratic Alliance for Reform, but the Social Democratic Party prefers favorable ties with Russia and will likely argue against interfering too much in Ukraine.

Berlin will not commit the same resources to Ukraine as will Moscow, and it will not seek to reorient Ukraine toward Europe. More likely, it will try to ensure that Ukraine maintains its balance between Europe and Russia.

Germany's Relationship With Russia Under a New Government

Nov. 27, 2013

• Apart from preserving the cohesion of the European Union, Germany's main foreign policy challenge over the coming years will be managing its relationship with Russia during a period of European structural weakness and Russian resurgence.

• The European Union will likely pressure Russia in the first quarter of 2014 through an investigation into the activity of Russian state-owned energy firm Gazprom in a number of Central and Eastern European countries. Germany is unlikely to openly interfere in this ordeal so as not to impair its good relations with Russia or undermine the European Union.

• Berlin will defend its strong bilateral energy relationship with Russia at the EU level and try to ensure the pressure on Gazprom does not affect their relationship.

• At the same time, Russia will likely make greater efforts next year to strengthen its industrial base and decrease its dependence on the energy sector. Given Germany's industrial competitiveness, Russia will likely try to partner with -- and potentially buy -- German companies to try to acquire technical expertise and set up production sites in Russia.

EU Issues Ahead for Germany's Next Government

Oct. 23, 2013

• The next German government might be more efficient in its decision-making, but that does not mean it will be more effective in steering Europe through the ongoing economic crisis.

• Once the grand coalition has defined a common position, it could implement policies with strong parliamentary backing. This will probably prove valuable in the coming years of the European crisis.

• Germany can do little to mitigate the threat that Euroskepticism poses to the European Union as an institution. Berlin will allow moderate parties in Britain or France to adopt more Euroskeptical policies to prevent them from losing votes to nationalist parties, in hopes that many of the proposed policies remain largely rhetorical.

• The next government in Berlin will likely find itself arguing at times to both weaken aspects of European integration and to strengthen the eurozone.

• Germany is aware that it likely will have to provide more financial assistance to EU countries in the next few years. Thus Berlin will try to couple new aid promises with stronger oversight of national budgets and the strengthening of the eurozone as a fiscal union.

• As one of the primary destinations for immigrants, Germany will be inclined to introduce stronger immigration controls and to crack down particularly hard on illegal labor and immigration. At the same time, Berlin will try to quell calls for aid from Europe's periphery by providing financial and technical assistance to these countries to deal with migration and long-term labor reform.

• Germany's new government will continue to have trouble implementing a grand German strategy for Europe and will remain largely a reactionary power.

• Berlin's central challenge in the coming years will be using its position as a creditor and economic power to strengthen its role in defining the EU integration process. This will continue to be difficult for Germany to achieve.

In Germany, Merkel Will Seek a New Coalition

Sept. 23, 2013
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• A new coalition government in Germany will have to find a way to cope with rising domestic Euroskepticism and continuing economic difficulties throughout the eurozone.

• The next four years are likely to be more challenging for Berlin, given that the effects of Europe's unemployment crisis have yet to be fully felt.

• Popular reluctance to help other countries will likely be a growing concern for Germany's political elite; Euroskepticism and opposition toward the established parties' strategies is likely to rise when unemployment increases.

Europe: What to Expect After Germany's Elections

Sept. 18, 2013

• Any government in Berlin will continue to aid countries afflicted by the European crisis because Germany's economy relies on the free trade zone and on exports, which the rest of Europe can buy only if it can afford to do so.

• The new German government will have three priorities: strengthening domestic demand, addressing Germany's immigration issue and re-evaluating Germany's energy strategy.

• Ensuring unfettered access to Russian natural gas and oil will remain a foreign policy priority, though relations with Moscow will sometimes conflict with Germany's goal of integrating Europe.

• Continued financial assistance is a crucial element in Germany's national strategy of ensuring cohesion in Europe and preserving the currency union. Although German aid to struggling countries will still only come as a reaction to pressure from financial markets and threats of political instability, Berlin will almost certainly continue providing funds.

• To ensure the survival of the eurozone, Germany will also continue to try to preserve the Franco-German alliance

2 σχόλια:

archaeopteryx είπε...

"...After years of Ukrainian efforts to get lower natural gas prices from Russia, an agreement was reached Tuesday that has major geopolitical consequences. Following a meeting in Moscow between Ukrainian President Viktor Yanukovich and his Russian counterpart, Vladimir Putin, it was revealed that Ukraine would receive a 33 percent discount on its natural gas supplies starting Jan. 1, from $400 to $268 per thousand cubic meters. Moscow also agreed to buy $15 billion worth of Ukrainian debt through Russia's National Welfare Fund..."

όχι, παίζουμε...

nikos είπε...


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http://www.naftemporiki.gr/finance/story/743785