Robert D. Kaplan is chief geopolitical analyst at Stratfor. This article is adapted from his forthcoming book, The Revenge of Geography: What the Map Tells Us About Coming Conflicts and the Battle Against Fate.

Perversity characterizes Pakistan. Only the worst African hellholes, Afghanistan, Haiti, Yemen, and Iraq rank higher on this year's Failed States Index. The country is run by a military obsessed with -- and, for decades, invested in -- the conflict with India, and by a civilian elite that steals all it can and pays almost no taxes. But despite an overbearing military, tribes "defined by a near-universal male participation in organized violence," as the late European anthropologist Ernest Gellner put it, dominate massive swaths of territory. The absence of the state makes for 20-hour daily electricity blackouts and an almost nonexistent education system in many areas.

The root cause of these manifold failures, in many minds, is the very artificiality of Pakistan itself: a cartographic puzzle piece sandwiched between India and Central Asia that splits apart what the British Empire ruled as one indivisible subcontinent. Pakistan claims to represent the Indian subcontinent's Muslims, but more Muslims live in India and Bangladesh put together than in Pakistan. In the absence of any geographical reason for its existence, Pakistan, so the assumption goes, can fall back only on Islamic extremism as an organizing principle of the state.

But this core assumption about what ails Pakistan is false. Pakistan, which presents more nightmare scenarios for American policymakers than perhaps any other country, does have geographical logic. The vision of Pakistan's founder, Muhammad Ali Jinnah, in the 1940s did not constitute a mere power grab at the expense of India's Hindu-dominated Congress party. There was much history and geography behind his drive to create a separate Muslim state anchored in the subcontinent's northwest, abutting southern Central Asia. Understanding this legacy properly leads to a very troubling scenario about where Pakistan -- and by extension, Afghanistan and India -- may now be headed. Pakistan's present and future, for better or worse, are still best understood through its geography...