111201 Maoism Versus Hybrid Theory

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    Maoism versus Hybrid theory - Is the military being

    distracted by this latest doctrinal buzz-word?

    By Stuart Lyle

    Mao Zedong, the father of Communist China, led the Red Army to victory against the

    Chinese Nationalist government in what became the premier illustration of

    revolutionary warfare for scholars and would-be practitioners alike.1Not only did he

    practice and lead a successful revolution, he also wrote an enduring theory of

    insurgency warfare that is viewed as the most influential of any work on the subject.

    His theory of Protracted and Guerrilla war has been the intellectual basis for

    numerous other revolutionary movements and insurgencies from South America to

    South East Asia. Such famous revolutionary leaders as Fidel Castro and Ho Chi

    Minh led insurgency campaigns along the theoretical lines of Maos teachings.

    However, despite the fact that Maos theory of insurgency warfare has dominated the

    intellectual realm of insurgency theory, there are analysts who challenge its overall

    relevance to modern irregular warfare. Relevance is more important than yesterdays

    dominance2and many writers have stressed that the character of warfare is in the

    process of drastic change. One such school of thought that proclaims itself unique

    from the traditionalist irregular warfare theories is the concept of Hybrid Wars.

    According to disciples of hybrid war theory, these adversaries are decidedly

    contemporary and are the fledgling pioneers of a new, unique form of warfare that

    was born during the 2006 Second Lebanon War between the Lebanese non-state

    actor Hezbollah and Israel. In that instance hybrid warfare passed from a concept to

    a reality.3At the time, the leader of Hezbollah, Nasarallah, also proclaimed the dawn

    of a new strategic era in light of his organisations success. He claimed that

    Hezbollah was not a regular army but was not a guerrilla in the traditional sense

    either. It was something in between. This is the new model.4This theory has taken

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    root within Western strategic doctrine and is influencing future defence planning. The

    British Armys current counterinsurgency manual includes hybrid threats within the

    introductions definition of insurgency. But are Western militaries blindly adhering to

    the latest buzz-word or theoretical fashion? Some would say yes and there is danger

    in this. This article will challenge the assertion of hybrid warfare advocates by

    illustrating that the so-called hybrid adversaries discussed in todays literature are

    not a new reality. Rather, they are merely the modern manifestations of traditional

    Maoist insurgency theory that have adapted Maos teachings to their individual

    circumstances. Therefore, the relevance today of Maoist insurgency theory will be

    made apparent.

    What is Maoism?

    Maos theory of peoples war was a genuinely modern approach [that] relied on an

    ability to exploit the surrounding population and harness their manpower.5With an

    enormous rural population this strategy seemed ideal for China at the time. However,

    originally Maos was not the strategy chosen by the Chinese Communist Party.

    Under influence from Soviet advisors, the Party leadership employed the Marxist-

    Leninist approach of the urban proletariat-led revolution. However, as predicted by

    Mao, this approach was unsuccessful, with the Red Army suffering several costly

    setbacks in quick succession. The Party leadership turned to Mao for guidance.

    Having assessed the demographics of China at that time Mao rightly judged the route

    to success would be to lead the rural peasants in revolt as he did not view the urban

    population as substantial or strong enough to seriously challenge the governments

    power.6He also saw the remote rural peasantry as more susceptible to alternative

    political direction due to their isolation from government infrastructure and influence

    in contrast with the urban working class. The support of the surrounding population

    was crucial to the military aspect. The insurgents would live amongst the rural people

    and hide in plain sight rather than seek refuge in the wilderness like a classic guerrilla

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    force. Mao stressed that the importance of the political over the military aspect of his

    strategy was crucial, writing that political mobilization is the most fundamental

    condition for winning the war.7The Red Army would defeat the enemys will to fight

    over time and isolate the government from the population rather than the other way

    around.

    Militarily and politically the format of Maos protracted war was broken into three

    phases;

    1. Strategic Defensive; establishment of political legitimacy and simple

    survival are the primary goals. As the insurgency is very weak militarily its

    actions are directed for propaganda purposes and politically oriented

    violence only against local government representatives. This can include

    terrorism and assassination. The political leadership of the insurgency

    would begin to form shadow governments at the most local level.

    2. Strategic Stalemate; as the insurgency gains support and increases

    military capabilities it seeks to make some territorial gains by expanding

    its operations. It consolidates its strongholds and begins to conduct itself

    as the de factolocal government in isolated areas. Larger military actions,

    such as raids, are conducted to attrite government forces and steal

    supplies. They can also be to keep government forces at bay while more

    regular forces are being trained.

    3. Strategic Counter-Offensive; after building up areas of control and more

    regular forces, the level and intensity of more conventional actions can be

    increased until a final offensive can be mounted. This decisive campaign

    will defeat the government forces militarily, but must only be attempted

    once they have been defeated politically with regards the population and if

    conventional success is all but guaranteed.

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    The Hybrid challenge

    It is this theory that formed the bedrock principles for a great many insurgency

    movements over the latter half of the twentieth century. In recent years, however,

    advancements in technology coupled with globalisation have led some to think that

    insurgencies have evolved. Hybrid warfare is one of these schools of thought. In its

    essence this term attempts to capture the blurring and blending of previously

    separate categorizations of different modes of conflict.8No longer will it be possible

    to categorise these as regular or irregular warfare, rather they will be multi-modal.9

    The official US doctrinal definition of hybrid conflicts is;

    Any adversary that simultaneously and adaptively employs a

    tailored mix of conventional, irregular, terrorism and criminal means

    or activities in the operational battlespace. Rather than a single

    entity, a hybrid threat or challenger may be comprised of a

    combination of state and non-state actors.10

    But what makes them unique from traditional (Maoist) insurgencies? The authors

    claim that these conflicts have both a physical as well as conceptual dimension; the

    former, a struggle against an enemy and the latter, a wider struggle for, control and

    support of the combat zones indigenous population,the home fronts of the

    intervening nations, andthe international community.11The inclusion of criminal

    activity is viewed as a new feature, the purpose of which is to either further

    destabilizes local government or abets the insurgent or irregular warrior by providing

    resources.12Likewise is the coordination and simultaneity of the irregular and regular

    force, state and non-state, in a unified effort separating hybrid insurgencies from

    compound ones where there is no inter-relation/coordination between irregular and

    regular actions. There is also a tactical level element that is said to make hybrid wars

    unique. They are alleged to blend regular and irregular tactics, under a decentralised

    command structure and featuring both simple and sophisticated technologies in

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    innovative ways.13Hezbollah utilised advanced anti-tank systems, surface-to-surface

    anti-ship missiles, and even unmanned aerial vehicles (systems that previously were,

    certainly collectively, the sole preserve of state militaries) in classic guerrilla-style

    ambushes and raids. Hoffman, the principle architect of hybrid theory, claims that the

    Wests treatment of recent opponents as traditional irregular enemies has been the

    reason behind the difficulties faced since 9/11.

    New reality or false assertions?

    Is the hybrid challenge a new concept and reality or is this simply another re-

    branding exercise utilising selective interpretations of selective case-studies in order

    to appear unique and thus simply further complicating doctrinal debates? As will be

    seen, an examination of the challenges to hybrid warfare theory will illustrate that the

    supposed unique characteristics of it are present in Maoist doctrine.

    As evident by looking at the three stages of Maos theory the Red Army also

    simultaneously and adaptively employs a tailored mix of conventional, irregular,

    terrorism and criminal means or activities as their strategy. The stages were not as

    prescriptive as they appear on paper. Mao advocated fluidity in campaigning.

    Mobile [irregular] warfare is primary, but we do not reject positional [conventional]

    warfare where it is possible and necessary.14As the insurgency progressed Mao

    undertook conventional actions firstly only in certain areas and only when ready. In

    other areas where the government forces were stronger the Red Army continued in a

    guerrilla fashion. Therefore, at some stage there were certain to be instances of

    concurrent conventional and irregular actions in neighbouring operational areas. The

    shift between stages of the insurgency is not sudden but gradual; in directing

    operations we should also gradually and consciously reduce such guerrilla

    characteristics as are no longer required at a higher stage.15This also does not

    exclude the possibility of guerrilla-type actions occurring during the conventional

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    stage, so long as they are necessary. Mao also wrote that The concept that guerrilla

    warfare is an end in itself and that guerrilla activities can be divorced from those of

    regular forces is incorrect16, indicating a need to coordinate between the different

    types of actions.

    The Strategic Defensive phase can also be said to include terrorism and criminal

    activities. Assassination of local officials is a disruptive criminal action and the Red

    Army was known for scavenging weapons and equipment from government troops

    following clashes. Therefore, the claim that hybrid opponents fuse the irregular with

    the regular simultaneously, in conjunction with terrorism and criminality, and in

    coordination with each other is not new. The collusion between state and non-state

    actors has considerable precedent in the history of Maoism. While Mao had no

    significant external sponsorship, the eventual Communist Chinese government

    supported the ethnic Chinese Communists in their insurgency in Malaya and, along

    with the Soviet Union, the Communist forces in Vietnam. Maoist insurgencies are

    every bit as multi-modal as hybrid opponents. From a purely doctrinal perspective,

    hybrid threats and the methods they employ seem at best a subset of irregular

    warfare17, i.e. an insurgency in the process of progressing from phase two to phase

    three of a Maoist protracted war.

    There is debate over whether the nature of operations at the tactical level such as

    those approaches employed by Hezbollah constitute a form of warfare unique from

    conventional and irregular operations.18It is argued that since insurgencies reflect

    their environment, the Maoist prototype was bound to change with the rapid

    improvement of transport, communications and commercial techniques.19These

    represent tactical level improvements but not an alteration of the fundamental nature

    of Maoist doctrine. Whats more, most insurgencies will utilise whatever weapons

    they have at their disposal and in innovative ways if necessary. At one point the Red

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    Army fielded everything from bows and spears to machineguns.20The Vietnamese,

    another Maoist insurgency, utilised everything from sharpened bamboo canes for

    booby-traps to surface to air missiles against US forces, much like Hezbollah,

    illustrating that simply using sophisticated weapons that are normally the preserve of

    state militaries does not make the latter instantly different. Besides, if state actors are

    potential hybrid opponents then having the capabilities of a state military is not

    surprising. Furthermore, conventional state militaries often find innovative uses for

    systems that result in a tactical or operational advantage. With Blitzkrieg the

    Germans in WWII found a way to integrate the tank, wireless radios and aircraft into

    an operational art that confounded the Allies. Why this characteristic is then claimed

    as a defining feature specific of a hybrid opponent is unclear.

    Some of the more fundamental aspects of Maoism are just as prevalent in the case

    of Hezbollah. Maos theory directs the insurgents to attack for military gains but also

    for psychological, both against the enemy and for the population. Psychologically,

    phase one is directed towards the population and to some extent against local

    government. Phase two is directed against the morale of the government forces and

    will also continue to target the population for support through propaganda. And finally,

    phase three will defeat the enemys will to carry on the struggle. This progressive,

    slow psychological defeat of the enemy is at the very heart of Maos protracted war

    theory. Furthermore, regarding the Second Lebanon War; Those 34 days were but a

    spike in violence during a conflict that has lasted for years and continues today.21It

    can be argued that a narrow analysis of Hezbollah in this period alone is ignorant to

    the long history of their struggle against Israel. Founded in 1982 Hezbollah began as

    a terrorist group, later evolving into a guerrilla force, and finally, over time, developing

    more sophisticated, conventional capabilities. It did not suddenly appear in 2006 as

    such a developed political and military force. In this respect it is classically Maoist.

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    The similarities between the Red Army and Hezbollah continue. Hezbollah is more

    than a military force, and therein lies its real strength. It has political, social,

    diplomatic, and informational components that provide bedrock support for its military

    organizationthese other facets of Hezbollah would over time spawn new forces to

    replace those lost in combat.22Hezbollah also engages with communities that the

    central Lebanese government has not or cannot provide support for and is often seen

    as the government in Southern Lebanon. This function as the de factolocal

    government mirrors Maos Communist party with the Chinese peasantry. Mao

    instructed his soldiers to aid the popular masseshelp them to gather the harvest

    or cultivate their land and send our army doctors to prevent their epidemics.23They

    were also to organise entertainment for both soldiers and civilians, pay for any

    supplies they take or for anything they damage. The importance Mao placed on such

    activities in order to gain popular support is not only a reflection of Hezbollah but is

    also regarded as his greatest contribution to insurgency theory.24

    In conclusion, hybrid warfare theory appears to have little or nothing new to offer the

    subject of insurgency theory. The prominence of the Second Lebanon War and

    Hezbollah as the historical basis for the theory is intellectually ignorant of the wider

    history of the region and the protagonists involved. It could also be argued that

    conceptually it is both unique and not; It is certainly possible that while a hybrid

    concept may prove un-unique at the operational and strategic levels; its tactics

    constitute a different kind of fighting.25However, the relevance of the tactical level

    ingenuity of the hybrid threat as its only constructive feature makes this theory flawed

    as the tactical reality will certainly be different with each case-study. Not all groups

    will have the same financial and logistical support as Hezbollah. Focusing on the

    overall theoretical underpinnings of the hybrid war school of thought, the similarities

    with Maos protracted guerrilla war theory are startling. By definition, hybrid forces

    share every characteristic of a Maoist group in the course of the transition from

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    Strategic Stalemate to Strategic Offensive. The fact that they have not fully evolved

    into the Strategic Offensive phase, to the standard necessary to completely defeat

    the Israeli military, is perhaps the reason why Hezbollah was not able to maintain the

    momentum of their victory and advance into Israeli territory. Regardless, the

    assertion by the likes of Hoffman that future conflict will be multi-modalor multi-

    variantrather than simple black or white characterization of one form of warfare26is

    accurate in one respect. Future wars willbe multi-modal, but this is only a

    continuation of insurgency history since Mao, rather than a recent development. They

    will not be simply black or white but fluid, just as Mao wrote in the first half of the

    last century. Hybrid Warfare theory is not new and whether those so-called hybrid

    opponents, and the academics who study them, realise it or not they are simply the

    modern patrons of Maos insurgency theory, a theory that still holds tremendous

    relevance today as the dominant insurgent theory. As such, military professionals

    and defence leaders would be better advised to return to Maos classic texts rather

    than be misdirected by the hybrid concept. Such an examination of the original works

    would yield a far more effective understanding of the true character of the most

    prominent insurgencies around the globe, thus preventing one from being lost

    amongst the latest doctrinal buzz-words that offer little true value. Whats more, to

    base ones defence planning on a doctrine that is the result of selective analysis is

    both foolish and dangerous. Rather than trying to adapt to this new enemy the

    military would be wise to re-examine the lessons to be learned from other Maoist

    insurgencies such as Malaya and Vietnam and apply them to defence planning

    strategies. Whilst the individual characteristics of each conflict would undoubtedly be

    unique, the fundamentals are consistent throughout and are ultimately of far greater

    importance.

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    About the author

    Stuart Lyle is currently a post-graduate student studying a full-time Master in Strategy

    and International Securityat the University of Hull (UK) and has previously completed

    an undergraduate BA in War and Security Studiesat the same institution. Prior to this

    was a short period of service as an officer in the British armed forces. Stuart has had

    work published previously regarding terrorism/counter-terrorism and his particular

    areas of interest are terrorism, counter-insurgency, military/naval history and

    maritime strategy.

    Disclaimer

    The views of authors are their own. The UK Defence Forum holds no corporate viewon the opinions expressed in papers or at meetings. The Forum exists to enablepoliticians, industrialists, members of the armed forces, academics and others withan interest in defence and security issues to exchange information and views on thefuture needs of Britains defence. It is operated by a non-partisan, not for profitcompany.

    UK Defence Forum papers are archived at www.ukdf.org.uk - the last three yearsbeing accessible only to members and subscribers. Prior to that they are in thepublic domain subject to usual conventions.

    Members wishing to comment on papers can access a noticeboard via the membersarea of the website www.ukdf.org.uk

    December 2011

    1Marks, T.Maoist Insurgency Since Vietnam, (London: Frank Cass & Co. Ltd, 1996), p. 1

    2Mattis, J. & Hoffman, F. Future Warfare: The Rise of Hybrid Wars, Proceedings, (November 2005),

    p. 183Hoffman, F. Hybrid Warfare and Challenges,Joint Force Quarterly, Issue. 52, 1

    STQuarter, (2009),

    p. 394

    Quoted in Hoffman, F. Further Thoughts on Hybrid Threats, Small Wars Journal, (2009),www.smallwarsjournal.com/blog/2009/03/further-thoughts-on-hybrid-thr/, (accessed on 17

    December, 2010), (emphasis added)5MacKinlay, J. The Insurgent Archipelago: From Mao to bin Laden, (London: C. Hurst and Co., 2009),

    p. 15-166Ibid, p. 46

    7Quoted in Hammes, T. The Sling and the Stone, p. 518Hoffman, F. Hybrid Treats: Neither Omnipotent Nor Unbeatable, ORBIS, Vol. 588, (Summer 2010),

    p. 19Hoffman, F. Hybrid Warfare and Challenges, p. 3510

    Cited in Glenn, R. Thoughts on Hybrid Conflicts, Small Wars Journal, (2009),www.smallwarsjournal.com/blog/2009/03/thoughts-on-hybrid-conflict/,(accessed on 08 November,

    2010)11

    McCuen, J. Hybrid Wars,Military Review, (March-April 2008),www.au.af.mil/au/awc/awcgate/milreview/mccuen08marapr.pdf, (accessed on 29 January, 2011)

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    12Hoffman, F. Hybrid Warfare and Challenges, p. 3513Ibid, p. 3914

    Mao, in Chailand, G. (ed.) The Art of War in World History: From Antiquity to the Nuclear Age,(London: University of California Press, 1994), p. 98515Ibid, p. 985

    16Quoted in Hammes, T. The Sling and the Stone, p. 5417Glenn, R. Thoughts on Hybrid Conflicts18Ibid19

    MacKinlay, J. The Insurgent Archipelago, p. 1120Griffith, S. B., in Sun Tzu, The Art of War, (London: Oxford University Press, 1971), p. 4721

    Glenn, R. Thoughts on Hybrid Conflicts22

    Ibid23Quoted in MacKinlay, J. The Insurgent Archipelago, p. 1824Ibid, p. 1925

    Glenn, R. Thoughts on Hybrid Conflicts26Hoffman, F. Hybrid Warfare and Challenges, p. 35