Afghanistan: Free Trade and Regional Transformation

 

(for THE ASIA SOCIETY)

 

S.Frederick Starr

Chairman

Central Asia-Caucasus Institute

Nitze School of Advanced International Studies

Johns Hopkins University

Tel: USA 202 663 7720

sfstarr@jhu.edu

 

 

A “Marshall Plan” for Afghanistan and Central Asia, or Free Trade?

 

          Between October, 2001, and February, 2002, estimates of the cost of reconstructing Afghanistan grew six fold, finally topping out at $30 billion.  Add to this the bill for massive infusions into the economy of Pakistan.  Include also

the most essential aid to Afghanistan’s immediate neighbors to the North.  The grand total for the region is staggering, surely no less than $50 billion.  Judging by the actions of donor countries and institutions at the Tokyo meeting in January, however, nothing remotely approaching this amount will be forthcoming.

 

          Why is the sum so large?  Because Afghanistan itself lies in ruins and neighboring countries have suffered gravely from a generation of warfare on their border.  But there is a further reason.  For the international development assistance field, the 1990s were a golden age.  National and international agencies, as well as private foundations, poured unprecedented amounts into projects of every description.  Thousands of professionally staffed NGOs sprang up, each seeking to do well by doing good.  The many sophisticated new approaches to development demanded an arcane new vocabulary, mastery of which separated insiders from outsiders like a password among Freemasons.

 

          This burgeoning and entrepreneurial  development community has responded to the crisis in Afghanistan the way Tiffany’s might react to the discovery of oil in Japan. It has put forward the full complement of its “best practices” with little regard for the total cost. On the assumption that all initiatives are equally valuable, it has bundled them into a kind of Marshall Plan.

 

          Many of the specific proposals for renewing infrastructure and rebuilding schools and medical services have real value.  Those designed to foster village-level agriculture in the most impoverished mountain areas of Afghanistan and neighboring countries are especially meritorious.  After all, the worst poverty, the deepest alienation, the fertile ground for narcotics trafficking. and the most violent conflicts are all to be found in the remote mountains of this region.  Until farmers there can return to their land and feed their families there will be no peace. 

 

          Acknowledging both the excesses and the insights of the development professionals, the fact remains that they have largely ignored the one measure that is most likely to alleviate poverty in Afghanistan: the reopening of regional transportation and trade.  And not just in Afghanistan.  The opening of long-sealed transport corridors will unleash a tremendous infusion of trade and investment that will immediately benefit the whole of Central Asia, as well as Pakistan and eastern Iran.  And unlike the more grandiose development projects being put forward, this one can be achieved at relatively little cost.  The reason is simple: a program to expand regional trade will be depend for its success not on NGOs and agencies with little or no prior experience in the region, but on  market mechanisms whose efficacy in all the countries involved has been proven for over two millennia.

 

Why Trade is Being Neglected as an Instrument for Development

         

The modern age is ill-equipped to recognize the economic potential of the  trade routes centering on Afghanistan and embracing what might be called the “broader Central Asia.”  Most available maps show the region as being on the edge of something else rather than an economic and cultural zone in its own right.  This broader Central Asia might appear on the far right side of a map of the Middle East, the left side of a map of South Asia, or the bottom of a map of the “former Soviet Union.”  In spite of its name, it is rarely depicted a being central to anything. 

 

          Alexander of Macedon shared this misperception.  When he invaded Afghanistan he believed, thanks to inaccurate briefings from his consultant, Aristotle, that he was literally at the end of the earth, with only the World Sea beyond.  He soon realized that he had instead arrived at the navel or omphalos of a vast network of transportation and trade that connected the Middle East with India and China, West with East, North with South.  Before long, silk for Roman togas was passing this way, as were precious metals from the Mediterranean, as well as swift horses and even musicians, all bound for the East.  Which is why Marco Polo later passed through Afghanistan en route to China.  Afghanistan was also the knot of South-North interaction.  Buddhism reached China from India by passing first through Afghanistan and Central Asia.  Mughals and other invaders of India all passed this way as well. 

 

          The vast trading zone centering on Afghanistan went into eclipse after 1500.  Political instability and the rise of sailing ships turned the region into a backwater.  Russian and British imperialists further weakened the basis of trade by treating the area as a buffer zone.  The final blow fell when Stalin cut the region in half and created on the USSR’s southern flank the longest and most closed border on earth.  Khomeini’s revolution in Iran, the Red Army’s invasion of Afghanistan, and the gradual decay of Pakistan’s economy destroyed what little trade still lingered on.

 

          If the fall of the Taliban and re-establishment of stable government in Afghanistan lead to a reopening of the great trade routes of Central Asia, these events will mark the most fundamental change in the region’s fate in the past half-millennium.  Overland trade will again flow from India clear to Iran and the Middle East, as well as to Europe.  China and India will be able to trade with ease, as will the new states of Central Asia and the entire Indian sub-continent.

Chinese trade with the Middle East will also be facilitated.  Remote regions of Siberia will have access to the southern port of Karachi, and Russian-Pakistani and Russian-Indian commerce can flourish as never before. 

 

Prerequisites for Establishing a Free Trade Zone in the Central Asian Region

 

How, though, might this occur?  To unleash these heady possibilities, four prerequisites must be put in place:

 

          First, bridges and tunnels must be rebuilt and, in some cases, constructed anew.  This is a big task but not an insurmountable one.  Several of the most costly and time-consuming engineering projects are already in place and require only to be  rehabilitated.  The Freedom Bridge linking Afghanistan and Uzbekistan at Termez and the Salang Tunnel further south on the same trunk route fall into this category.  The product of Soviet aid programs designed to draw Afghanistan into the Russian orbit, these solid constructions can now foster a more equitable form of regional integration.  Another successful example of foreign aid money used to construct road infrastructure are the impressive bridges along the Karakorum Highway linking China’s Xinjiang region with  Islamabad in Pakistan.   

 

            Hundreds of bridges and several tunnels must be rebuilt if trade is to reopen.  The effort should begin with the trunk lines but then extend to feeder routes that will facilitate the marketing of farm goods from deep in the hinterland.  While large international construction firms might undertake these projects, they could be carried out at far less cost by firms from the new states of Central Asia and other neighboring countries.  Several have the necessary experience at seismic and high altitude construction.

 

          It is worth noting that even during the period of Taliban rule in Aghanistan several neighbors showed interest in expanding overland trade across that country to the South Asia.  China’s Karakorum Highway has already been mentioned.  With financial assistance from the United Arab Emirates, Iran was on the verge of reconstructing bridges along the Mashad-Heart-Kabul highway when the attacks in New York and Washington occurred.  Impelled by similar logic, Minister of Foreign Affairs Komilov of Uzbekistan declared two years ago that “The key to Central Asia is Afghanistan,” and began exploring the possibilities of opening the trunk roads that would make possible Uzbek trade with Pakistan via Afghanistan.

 

In a further stage, several new routes should be constructed as well.

Thus, a road that directly links the Northern Areas of Pakistan with the Badakhshan region of Afghanistan and Tajikistan would open one of the region’s poorest mountain territories to development.  In this case much of the preliminary route analyses are already in hand, thanks to the work of a Pakistani commission formed by Benazir Bhutto to foster trade across Afghanistan to the new states to the North.  However, the number of such possible new roads is small, since nearly all of the region’s key arteries have existed for centuries.

    

          The second prerequisite is to establish basic security along these routes.

Truckers must be able to get their rigs from one place to another without constant fear of hijacking.  Three types of potential hijackers must all be constrained.  First, existing warlords and local criminal groups have already found it expedient to hijack some of the few trucks venturing across Afghanistan’s roads, stealing their content and holding drivers for ransom.  Second, new professional mafias will quickly arise and begin to function on a regional basis.  The fact that these already exist along some of the highways of Pakistan and Indian Rajastan, as well as in former Soviet Central Asia, makes it all the more likely that they will seize the opportunity to extend their reach as soon as it is possible to do so.  Third, underpaid and unsupervised government officials, as well as rogue military units, can all too easily become part of the problem.   

 

          Truckers everywhere know that there is safety in numbers, and that real security will come only when traffic greatly expands.  To reach that state, it will be important to increase the likelihood that attacks will be reported and that road security become a regional rather than a purely national issue.  This can be achieved through the establishment of well-paid and coordinated patrols along the highways, the opening of regional consulates, and by coordinating all reporting and action through some kind of bilateral or multi-national entities. 

It is worth noting that Turkmenistan maintained what were in effect two consulates in Afghanistan throughout the Taliban years and Uzbekistan has already opened a consulate in Mazar-e-Sharif to handle trade issues as they arise.

 

          The third prerequisite is to establish effective and uncorrupt national agencies to collect tariffs and imposts at border crossings.  This is far more difficult than it may seem.  When the Islamist forces of the United Tajik Opposition joined the government at the end of the Tajik civil war, one of their few demands was for control over the Customs Ministry.  They rightly saw this as a means of enriching themselves, not only by siphoning off fees to their own pockets, but also by extorting payments from shippers and by taking bribes from drug traffickers.  Soon the Ministry’s parking lot in Dushanbe was filled with expensive imported automobiles.

 

          One of the areas in which foreign assistance would be most useful is in the creation or upgrading of customs agencies throughout the region.  Since customs duties are likely to be one of the single largest sources of income for the poorer governments in the region, the stakes are high.  Only with international help is it likely that the various states, and particularly Afghanistan, will be able to manage the necessary incentives and threats of punishment in such a way as to produce effective customs collection.       

 

          Even the existence of professionally staffed customs agencies in the participating countries will not assure the easy flow of trade throughout the region.  Unless the states involved are willing to extend preferential transit fees for regional transport and to coordinate those fees with one another, the new transport web will prove stillborn.  Uzbekistan recognized this when its cabinet of ministers recently voted to establish favorable rates for commercial cargo being shipped to and from neighboring countries.  But the resulting rates are still high and will remain so until all the countries come to realize that the only way they can maximize income is by lowering levies and increasing volume.

 

          This realization will not come easily, nor will it come unilaterally, since each country will view low rates on its border as a gift to its neighbor’s treasury.

Some kind of international consultative body will be called for, a regional agency where information on customs policies can be exchanged and, over time, coordinated.  It is possible that this could be accomplished through one of the existing entities, whether the newly refashioned Central Asian Cooperation Organization, the Shanghai Six, or even the long moribund Economic Cooperation Organization (ECO).  However, a new inter-ministerial entity would probably be more effective, and could be established with support and assistance from international donors.

 

What a Trade Initiative Does Not Require

 

          These, then, are the prerequisites for reopening regional trade in Central Asia.  While they are not simple, it is worth noting what is not included on this list.   What about the road surfaces themselves?  These are certainly important and at some point must be rebuilt.  But the broader Central Asia already boasts tens of thousands of hardy truckers who are accustomed to getting their rigs over the most gruesome terrain provided the main bridges and tunnels are open.

Under the circumstances, it would be a waste of time and money for international donors to create a system of Afghan or Central Asian Autobahns when so much less is required to get the traffic moving. 

 

          Nor need donors concern themselves with any of the infrastructure besides bridges and tunnels.  Gas stations, repair facilities, and all other necessary services will arise on their own, as has already occurred wherever traffic has expanded.  The roads west from Herat into Iran, from Quetta in Pakistan to Kandahar, from Dushanbe east to Badakhshan, or the entire Khyber Pass may all be extremely primitive but they do not lack in essential services, thanks to private entrepreneurs.   

 

Further Prospects in Transport and Regional Commerce

 

          The opening of key roads will revive trade and expand security.  Equally important, it will create conditions under which other forms of international transport and commerce will become attractive.  The first to follow will be railroads, which in most cases parallel highways.  Although it will still need large investments, a basic railroad network is already in place and can be revived and expanded once general conditions improve. 

 

Hard on the heels of railroads will be the structures necessary for the transport of energy throughout the region.   Even during the period of Taliban rule in Afghanistan the government of China was exploring the possibility of reviving the old Unocal-Bridas project to construct a gas pipeline from Turkmenistan to Multan in Pakistan and, potentially, on to India.  Now several groups are considering how to revive that project and even to expand it to include an oil pipeline.  If this happens it will lay to rest fanciful Indian schemes for building an underwater pipeline from Iran to Gujarat or a mountain pipeline from Turkmenistan clear across Tajikistan and into India via Xinjiang.

 

          Still another important item of future regional commerce is hydroelectric energy.  Uzbekistan has already revived the sale of electricity from gas-driven plants to northern Afghanistan, along with gas and heating oil.  The hydroelectric potential of Tajikistan and Kyrgyzstan ranks close to the top worldwide.  Its development awaited secure access to markets, especially those in Afghanistan and Pakistan.  Since these upland countries lack gas and oil, their ability to sell hydroelectric power may be the key to their ability to purchase urgently needed hydrocarbon fuels.  This field should become an important magnet for long-term international investments.

 

          Energy is not the only sector likely to attract outside investment.  Prominent Indian manufacturers touring Kazakstan and Uzbekistan in 1997 stated that they would move immediately to develop activities in former Soviet Central Asia “as soon as we can get trucks up there from Bombay.”  Now this prospect is coming into view.  It is inconceivable that Indian and Pakistani investors will not find opportunities in the lands to the North, as Chinese investors have already done. 

 

Benefits of Reopening Trade, and Some Costs

 

          What is the likely economic value of all the trade and investment that is likely to result from the revival of land transportation and trucking through the broader region of Central Asia?  Even though the Bhutto-era commission in Pakistan attempted to estimate the amount, any figure would be merely a guess.

What we know for sure is that the opening of regional land transportation systems will help overcome the economic isolation of all Central Asia, including Afghanistan, an isolation that has only deepened over the past century and a half and which reached a nadir in the period 1936-2001.  During these years nearly all trade from the ancient centers of Central Asia was inefficiently channeled northward through Russia.  While it is true that Afghanistan shipped fruit and vegetables to Russia before 1979, the reciprocal, balanced, and many-sided exchange of goods and products that is the hallmark of a healthy trading system did not exist.  Nor did it exist over any other border in the region, whether Pakistan-Afghanistan, Iran-Afghanistan, India-Pakistan, China-Tajikistan, Kyrgyzstan-China, etc., etc.

 

 The result was a thoroughgoing economic isolation that even now imposes a kind of “distance tariff” on all goods and products entering or leaving the region.

For Afghanistan and all its neighbors to the North, the key to overcoming this isolation will be easy access to the port of Karachi.  Most world centers of wealth are ocean ports, or are at least closely linked to them.  Just as the Indus valley was the “switch-point” for trade and cultural contact as early as the Harappa culture, it will again become so, with Karachi as its link with the sea. China recognized this truth when it recently committed itself to help in the construction of new port facilities west of Karachi.

 

          While the full economic impact of renewed trade in Central Asia can only be guessed, we can speak more confidently of the social effects.  Free trade will create markets, which will create jobs.  The cost to remote mountaineers of seeds, livestock, equipment and other necessities will decline. Farmers in the Ferghana Valley and further north in Kazakstan will be able to market their products in India, as they did four centuries ago in Mughal times.  Trade will generate governmental income from taxes and tariffs, which will help support security forces, basic human services, and education.  As all this comes to pass,

those conditions that have given rise to a culture of violence, religious fanaticism, and narco-business across the region will begin to fade. 

 

          These benefits will not come without a price.  Everywhere on earth  trucking and overland trade offer tempting opportunities for corruption, especially in the sphere of tariff and tax collection.  Smuggling, too, has always been a huge enterprise in the broader region of Central Asia and remains so today.  Until the establishment of freer trade and lower tariffs, it will doubtless continue, and with it willcome the criminal gangs that feed on it.  Hijacking will thrive until national and international controls are strengthened.  Even more ominous is the further spread of AIDs, which is proliferating along the highways and trade routes of Central Asia the Indian subcontinent thanks to widespread prostitution and intravenous drug use.  

 

Geopolitical Benefits of Expanded Trade in the Broader Region of Central Asia

 

          However great the economic and social benefits of renewed regional trade  across the broader region of Central Asia, they are fully matched by the huge gains in world security that will flow from these changes.  Indeed, it is hard to imagine any other practical and simple steps anywhere that would bring about greater geopolitical benefits for all.

 

          One may speak of ten different areas in which these improvements will be quickly felt:

 

          First, the revival of regional trade will do more than any other single measure to rebuild the Afghan economy, generate state income, and enable the government to provide security and basic human services to its people.  This in turn will undercut the appeal of extremist and criminal activities. And it will do so in a way that reinforces Afghanistan’s need to maintain cordial relations with all its neighbors.

 

          Second, trade with Afghanistan and the broader region of Central Asia, as well as with India and Iran, will stimulate the flagging economy of Pakistan. 

The port of Karachi will become a regional hub and Pakistani businesses will

be able to exploit new opportunities in every direction.

 

          Third, Indians will not choose to remain aloof from this opportunity, even if the price is improved relations with Pakistan.  While this will not in itself resolve the conflict over Kashmir, it will improve the better the climate in which the parties address that thorny problem.

 

          Fourth, through region-wide trade to the northeast and east, Iran will reclaim its traditional vocation as a pragmatic trading state.  This will tip today’s fragile balance between mullahs and merchants in favor of the latter, hastening positive political change in that country.  It will also cause Iran to look eastward and will distance it from the messy and seemingly intractable problems of the Arab world.

 

          Fifth, by renewing trade with their age-old partners to the south and southeast and by gaining direct access to the nearby port of Karachi, the new states of Central Asia will become economically more viable and sustainable.

While region-wide trade will benefit all five of these states, the impoverished mountain countries of Tajikistan and Kyrgyzstan will see the biggest gains as they acquire the ability to market their most valuable product, hydroelectric power.

 

          Sixth, because these economic benefits can be reaped only when harmonious and productive relations prevail among the regional states, they will encourage all the Central Asian leaders and their governments to work with, rather than against, each other.

         

          Seventh, in the five new states, as in Afghanistan, Pakistan, and Iran, trade and investment will favor the formation of an independent middle class and undercut the appeal of radical Islamist movements.  As the new governments gain in confidence they will be able to tolerate greater openness and participation by members of the public.  This will in turn strengthen their identity as moderate Islamic societies ruled by secular states.  As such, they will present an alternative model of modern development to the entire Muslim world.

 

Eighth, through the opening of trade relations with their natural partners to the south and access to the port of Karachi, the new states of Central Asia will shed their one-sided dependence on Russia and reduce that country’s ability to control their overall destinies.  Stated differently, free trade will do for these countries what multiple pipelines will do for the oil-producing countries of the Caspian basin.

Ninth, the growth of stability in Afghanistan and the broader region of Central Asia will address what Russia has for a decade identified as its number one security concern.  Free trade with the south clear to Pakistan and India will stimulate the flagging economies of the Urals region as well. All this will cut the grounds from under those in the Russian military and intelligence services who feel that they must somehow regain a deciding voice in Central Asian affairs.  The waning of neo-imperial sentiment will in turn enhance the prospects for more open public life in Russia.

 

Tenth, the establishment of stable and prosperous regimes in neighboring Afghanistan, Kazakstan, Kyrgyzstan, and Tajikistan and the fading of radical Islamist currents there will address China’s major security objective, namely, that these countries not become transmission points for destabilizing movements within Turkic and Muslim Xinjiang.  While this will not resolve the question of

Xinjiang autonomy (any more than it will resolve the analogous issue in Kashmir) it will at least improve the climate in which it can be considered.

 

America’s Decisive Role in Bringing a New Central Asia Into Being

 

Reviewing this list, it is clear that the establishment of free trade throughout the broader region of Central Asia promises benefits for all and liabilities for none.  It is a policy that is not directed against the interests of any state in the region.  On the contrary. it is a policy that promotes the long-term objectives of all the states and of their peoples.

 

One might reasonably argue that over time the regional transformation described above will take place on its own, without any major push from any quarter.  Supporting this claim is the fact that the changes in question are not either new or revolutionary.  Rather, they will bring about the reestablishment of certain relationships that proved their value over the course of several thousand years.  The fact that the first steps along these lines are already visible lends further credibility to this argument.

 

At the same time, the region in question poses unique dangers.  No other area on the planet is surrounded by four, possibly five, nuclear powers and a sixth power, Turkey, that is a NATO member.  Nowhere else do the tectonic plates of several great civilizations and economic zones grind so directly against one another.  So while the opening of freer trade may somehow be in the natural order of things, the risks of the process going awry are enormous.  And were that to happen, it would put at risk not one but several of the relationships on which world security is grounded. 

 

However distant the United States may be from this region, it cannot be indifferent to any conflicts that arise there since they would inevitably involve major powers with which it maintains vital relationships.  So it behooves America to do what it can to bring about the transformation described above.  To fail to do so would be to throw away all the potential good that can flow from its Afghan intervention. 

 

Bu there is another and yet more decisive reason for the United States to assume a firm position of leadership in this matter.  We have argued that every country in the region has reason to support the reestablishment of the historic trade and culture zone of Central Asia.  Yet at the same time, if any one of the regional powers, or even any sub-grouping of them, were to seek to assume leadership in this process it would arouse understandable anxieties among the others.  The most basic truth regarding this emerging region is that no single power or pair of powers can provide the security umbrella that the region as a whole so urgently needs.  Unilateral action by any one or group of the participants, even if it is in the name of a common good, would be seen as an attempt to gain unilateral advantage at the expense of the others.

 

For this reason, the President of the United States should convene an international conference, to be held in Washington, to consider the needs of trade and investment throughout the region of which Afghanistan is the center.  The limited purpose of this conference should be to address the four prerequisites enumerated above.  In taking this step the United States would declare at the outset that it seeks no further role for itself in this matter.  However, it must stand ready to provide financial assistance to put in place the four prerequisites, or to lead an effort to raise the necessary money from other countries and donors.  In comparison with the price tag on a Marshall Plan for Afghanistan and all Central Asia, the cost of this important initiative will be modest.  And it is far more likely to work.

 

 

 

    

 

         

 

 

 

 

 

 

 

 

 

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