The National Intelligence Council’s Global Trends 2040

Every four years, or early in each U.S. presidential administration, the National Intelligence Council publishes a scenario report. I had to look up what the council actually is, and basically it is an organization reporting to the Director of National Intelligence, who reports to the President and is sort of but not really in charge of the U.S. “intelligence community”, which sprawls across various military and civilian agencies with their own organizational structures.

Since this is a U.S. government report and not copyrighted, I can copy and paste as much of it as I want. Here are the five scenarios they came up with:

RENAISSANCE OF DEMOCRACIES: The world is in the midst of a resurgence of open democracies led by the United States and its allies. Rapid technological advancements fostered by public-private partnerships in the United States and other democratic societies are transforming the global economy, raising incomes, and improving the quality of life for millions around the globe. In contrast, years of increasing societal controls and monitoring in China and Russia have stifled innovation.

A WORLD ADRIFT: The international system is directionless, chaotic, and volatile as international rules and institutions are largely ignored. OECD countries are plagued by slower economic growth, widening societal divisions, and political paralysis. China is taking advantage of the West’s troubles to expand its international influence. Many global challenges are unaddressed.

COMPETITIVE COEXISTENCE: The United States and China have prioritized economic growth and restored a robust trading relationship, but this economic interdependence exists alongside competition over political influence, governance models, technological dominance, and strategic advantage. The risk of major war is low, and international cooperation and technological innovation make global problems manageable.

SEPARATE SILOS: The world is fragmented into several economic and security blocs of varying size and strength, centered on the United States, China, the EU, Russia, and a few regional powers, and focused on self-sufficiency, resiliency, and defense. Information flows within separate cyber-sovereign enclaves, supply chains are reoriented, and international trade is disrupted. Vulnerable developing countries are caught in the middle.

TRAGEDY AND MOBILIZATION: A global coalition, led by the EU and China working with NGOs and revitalized multilateral institutions, is implementing far-reaching changes designed to address climate change, resource depletion, and poverty following a global food catastrophe caused by climate events and environmental degradation. Richer countries shift to help poorer ones manage the crisis and then transition to low carbon economies through broad aid programs and transfers of advanced energy technologies.

Everything above is a quote by the way. I couldn’t get horrible, terrible, no good very bad WordPress editor to make them look like quotes, even using the HTML editor.

Anyway, there is a lot of doom and gloom here. I am oftentimes all about doom and gloom, especially when others are feeling optimistic, but the contrarian in me wants to think that now that almost everyone is feeling doomy gloomy, maybe the reality will not be so bad. Certainly the major food crisis above gets my attention. A major war, terrorist attack, major natural or industrial disaster, or combination of these could obviously be devastating. Smaller-scale disasters and conflicts are pretty much guaranteed, and refugee flows from poorer to richer nations are going to become an issue more and more. It is hard to see our natural environment coming under less pressure in the coming 20 years, and hard to imagine much progress toward a peaceful world government and equality on a global scale.

On the other hand, much of Europe and Asia have the managed economy thing reasonably figured out, where the capitalist economy is able to grow while the government collects taxes and provides services people need, like health care, education, and retirement. Cynical politicians in Europe and North America may figure out that the refugee pressure they are going to face will be catastrophic and that helping potential refugees in their home countries is a win-win for everyone. The world really has done pretty well with the food situation so far, and let’s assume this will continue to be a priority and that competent visionary people will remain in charge of that. Medical breakthroughs seem very likely over the next 20 years – for example, widespread cures for cancer, diabetes, HIV, and other dread diseases seem like they might be on the horizon. The population explosion will start to slow down. And let’s just say we avoid major war, plagues, or famines through a combination of competence and luck. Things really could be okay, and a generation of children could grow up in a relatively stable, sheltered, prosperous situation much as the majority of today’s middle-aged adults in developed countries did. Some of those children will be the problem solvers of tomorrow who come up with additional breakthroughs and incremental progress.

There, I just talked myself into not being quite so doomy gloomy.

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