Courcy's Intelligence Brief - 19 September 2012

Items

  • Iran senses growing rift between Israel and America

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    Short of a sudden and unexpected Iranian capitulation, there are only two reasons why Israel would not attack Iran’s nuclear facilities sometime in the next six months.  The first would be if it thought that the United States were going to do the job for it.  The second would be if it believed it would fail in a unilateral attack.  The past week will have greatly increased Israeli doubts about the prospects for US military action, particularly if President Obama is re-elected in November.

    On 13 September, the Wilson Center published a report on Weighing the benefits and costs of military action against Iran.  The report is a collaborative project by heavyweight former senior national security officials, military officers, and Mideast experts.  It claims that it is not an advocacy report but  rather an attempt to present an objective assessment of the costs and benefits of a military attack to the American people.

    Nevertheless, there is no question in our mind that the report is intended to discourage a US military strike by emphasizing the likely costs and pointing to the paucity of the likely benefits.  There is equally no doubt that this view has strong support within the US policymaking establishment.

    As a consequence, those Israeli policymakers who believe that Israel has the military capacity to act alone will, on reading this report, be further persuaded as to the dangers of allowing the Iranian nuclear programme to move into the “zone of immunity”, that is the point at which an Israeli unilateral strike would become ineffective because of Iranian countermeasures.  That Israel’s Prime Minister Binyamin Netanyahu is among this number can be taken as read.

    The Wilson Center report, without actually saying that is what it is doing, makes a powerful case for the US to avoid military action.  The benefits of an attack, it says would include delaying Iran’s ability to build a nuclear weapon “for up to four years”.  There may also be some additional knock-on benefits such as discouraging other states from pursuing nuclear weapons.  An attack could also “disrupt government control, deplete the Iran treasury, raise internal tensions, and...weaken the regime” – but while acknowledging this as a possibility, the report believes it is much more likely that the regime will be strengthened.

    The costs, on the other hand, could be very considerable.  The initial costs could include loss of lives and damage to property caused by Iranian retaliation, including through the use of “at least two dozen and possibly more than 100 conventionally armed ballistic missiles capable of striking most of the region”.  The constrained geography of the Persian Gulf could enable Iran to inflict “meaningful damage on US or allied ships”.  And Iran could succeed in closing the Strait of Hormuz “for days or even weeks by deploying a substantial number of mines and then using its naval forces and land-based anti-ship missiles to hinder efforts at clearance”.

    In addition to this direct Iranian retaliation, indirect retaliation would very likely include the deployment of allies such as Hezbollah and covert action assets such as the Revolutionary Guards’ Qods Force.  Retaliatory attacks could take place outside the Middle East.

    The biggest concern, however, is the “escalation spiral” that the report believes could follow any US military strike.  The report believes that “uncontrollable escalation to full scale combat” would be a possibility.  This is because an aerial strike would inevitably increase Iran’s determination to become a nuclear state, and because aerial strikes alone would not be sufficient to bring Tehran to the negotiating table.  As a consequence, the report warns, “in order to achieve Iran’s capitulation or to bring down the regime, the United States would probably have to use ground forces and wage a long-term war”.  In the view of the report’s authors, “air strikes alone are not likely to lead to regime change, regime collapse, or capitulation”.  They would also, in all likelihood, strengthen not weaken internal solidarity with the regime.

    At the same time, the initial strike would break global solidarity against Iran’s nuclear programme; promote regional and global instability; and increase terrorist recruitment.  And although some Gulf states would favour an attack, such as Saudi Arabia, the impact at the street level in the Arab world would be almost universally negative – “particularly in Egypt”.  This judgement would seem to have been strengthened by the events of the past week, with the killing in Benghazi of the US ambassador to Libya over the production in the US of a film critical of Mohammed.  Anti-Americanism in the Middle East is rife even in those countries recently helped by the US and would certainly explode further if the US were to launch another war against a Muslim country.

    This point has been emphasized by Russian experts, and it will certainly not be lost on Iran.  As one Russian Mideast expert put it this week: “There are under these conditions diminished opportunities for the direct influence of the United States and Israel on Iran since both countries have to consider that the Arab street could be on the side of Iran, which is highly popular among the Arab youth and the Arab street in general.”

    The outcome of an attack on Iran would be only slightly better, argues the Wilson Center report, if an attack were to come after an overt move by Iran to become a nuclear power, by for instance withdrawing from the nuclear non-proliferation treaty (NPT).  The problem is that even in those circumstances, the US would be unable to get authorization for military action through the UN Security Council given Russian and Chinese veto powers.

    The report might also have added, but didn’t, that the escalating tension in Asia between China and Japan, which is unlikely to be resolved quickly, makes it even more important that the US is not dragged into yet another major war in the Middle East.

    In an interview given on 14 September, Israel’s Defence Minister Ehud Barak said that although “there are differences about how fast the clock is ticking”, the US and Israel are in agreement on the need to stop Iran’s nuclear programme.  But the evidence of the Wilson Center report would seem to suggest that Israel cannot rely even on that if it means going to war.

    A few days later, on 17 September, Israel Hayom published an interview with Netanyahu in which he emphasized once again his determination to do “the right thing” rather than what the US might want him to do.  He said that he listens to President Obama’s advice “very carefully”, but when it comes “to issues such as these...[doing] the just thing is always the right thing”.

    It seems as clear to us as it can be that the US will do all that it can to avoid another war in the Middle East – and that at the very least it will delay any decision until well beyond the point at which Iran’s nuclear programme has become immune to a unilateral Israeli strike.  This is doubly certain should Obama be re-elected in November.

    Iran agrees: it believes that the US will not attack, but it also believes that an Israeli attack will not happen because of US opposition.  On the latter point, on 16 September Iran’s Commander Islamic Revolution Guards Corps (IRGC) Mohammad Ali Jafari said: “No permit for military action against Iran will be issued to them [Israel].”

    On the face of it, this looks like a rational judgement, which is why Iran is showing no sign of backing down.  However, while it is likely to be right about the US, particularly if President Obama is re-elected, we remain far from convinced that it is right about Israel, or at least about Netanyahu and his closest advisers, and they are the ones that count.  JdeC.

    Note:  On the likely effects of an Israeli unilateral strike, the Wilson Center report says: “Given the extensive, concealed, and protected nature of Iran’s nuclear sites, and the scope of Israel’s military capabilities, we estimate that an Israeli attack could delay Iran’s ability to build a nuclear weapon by up to two years.”

    The report adds that Israeli military action could do “serious damage” to the enrichment facility at Natanz and to the conversion facilities around Esfahan and Tehran.  It could also destroy “a portion” of Iran’s 3.5% enriched uranium stockpile.  Strikes against centrifuge production facilities would also help to postpone the building of a nuclear weapon.  However, Israel would not be able to achieve the level of success it achieved in its strikes against nuclear reactors in Iraq and Syria “since Iran’s nuclear sites are numerous and widely dispersed, with one (Fordow) buried deep underground.”

    The report doesn’t quantify how much damage Israel could do to the Fordow site, where a portion of Iran’s 20% enriched uranium stockpile is stored.  However, it suggests that the US, using bunker-busting bombs, could inflict significant damage.  On the timeline for recovery (from a US bombing, not an Israeli one) it notes that it took from 2007 (when work was first detected) to 2009 for Fordow to be identified as an enrichment facility and another two years before centrifuges were installed.

  • Iran seeks to exploit anti-US demonstrations

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    We have suggested in this week’s main briefing that the anti-American demonstrations in the Middle East – although initially a Sunni phenomenon – provide an opportunity for Iran.  They remind the US of the power of the Arab street, which is overwhelmingly anti-American, and Iran is keen to emphasize that this is something it can exploit.  Iran has also tried to use the affair to undermine domestic reformists and Saudi Arabia.

    Iran’s broadcast media has a near monopoly at home and considerable reach into Lebanon, where about 50% watch its Arabic news channel Al-Alam TV, and into Iraq, where the audience figure is 30%.  On 14 September, when the protests against the offending “Innocence of Muslims” film became widespread, Iran’s main news channels were dominated by coverage of what they presented as worldwide anti-US protests.  In contrast, the Saudi-financed Al-Arabiya and the Qatari-backed Al-Jazeera were far more constrained.

    The Iranian coverage concentrated on the theme of a Western and Zionist campaign against Islam going on since at least the publication of Salman Rushdie’s Satanic Verses in 1988.  Commentaries alluded to a “campaign of hatred”, including the Danish Mohammed cartoons, the internet film Fitna made by Dutch anti-Muslim politician Geert Wilders, the Koran burning by US pastor Terry Jones, and desecration of the Koran by US troops at the Bagram airbase in Afghanistan.  Also mentioned was the UK’s Channel 4 programme “Islam: The untold story”.

    The Iranian coverage was clearly directed not just at a domestic audience but also at the wider Islamic world, putting across the message that Muslims cannot trust the West.

    As regards the domestic audience, one interesting point was that while Supreme Leader Ayatollah Ali Khamenei’s critical comments were given extensive airing, similarly critical comments by the reformist former president Mohammad Khatami were largely ignored.  The purpose seems to have been to get across the impression to the Iranian domestic audience that the reformists don’t care about insults to Islam.

    As regards the regional audience, a similar tactic was used in playing up the alleged silence of Saudi Arabia over the film.  The message seemed to be that Saudi Arabia is in cahoots with Israel and the United States.

  • Turkey-Iraq relations continue to slide

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    The sharp deterioration in relations between Iraq and Turkey has, according to some sources, reached breaking point.  At the same time, relations between Turkey and Iran clearly remain strained.

    The proximate cause of the crisis between Turkey and Iran is the refusal of Turkey to extradite Iraq’s Vice-President Tareq al-Hashimi to Baghdad on murder charges.  But the problem dates back at least to 2010 when Ankara supported Iyad Allawi in the Iraqi elections against the present pro-Iranian Shia prime minister, Nuri al-Maliki.  Relations had deteriorated to such an extent by May this year that al-Maliki was accusing Turkey’s Prime Minister Recep Tayyip Erdogan of having “hostile intent”.

    Turkey has developed a close relationship with the leader of Iraqi Kurdistan, Masoud Barzani, and it supports the Iraqi Sunni Arabs, both of which groups are being marginalized by the al-Maliki government.  Turkey’s relationship with the Iraqi Kurds includes signing oil deals and exporting crude oil from Iraqi Kurdistan through pipelines linking to the Ceyhan oil terminal on the Mediterranean, all without reference to Baghdad.  On Syria, Ankara is openly hostile to the Assad regime, while Iraq, although not overtly supportive of Assad, is tacitly taking the Iranian line.  The differences have now been compounded by the al-Hashimi affair and by Baghdad’s response of suspending the registration of Turkish companies working in Iraq.

    Separately, the tense nature of relations between Turkey and Iran was also on display this week.  When Iran's chief nuclear negotiator Saeed Jalili met with Erdogan on Tuesday, it was noticed that there was no Turkish official present to greet him at the entrance to the prime minister’s office.  Witnesses say that the Iranian ambassador accompanying Jalili looked particularly disconcerted.  Jalili was met by an official inside the building, who took him to the meeting room.  Local sources say that the snub was prompted, in part, by the way Erdogan had been treated during a visit to Tehran in April.  During that visit, the Iranian side postponed at the last minute a scheduled meeting between Erdogan and Iran’s President Mahmoud Ahmadinejad, saying the Iranian leader was ill.  The Turks were unconvinced.

    A Kurdistan Workers' Party (PKK) terrorist who was captured by Turkish security forces recently has reportedly revealed that 600 of the 1,000 PKK terrorists who are active in the southeastern Turkish province of Hakkari have come from a camp located in Iran.

  • Risk pointers

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    *** Questioning Camp David.  On 13 September, Mohammed Esmat Seif Al-Dawla, an aide to Egyptian President Mohammed Mursi, said that the Camp David treaty with Israel must be amended so that Egypt can achieve complete control over the Sinai Peninsula.  He said: “The peace agreement with Israel does not allow protection of the Sinai.”

    *** China targeting Nicaragua.  On 13 September the heads of Nicaragua’s telecommunications institute (Telcor) and the state investment promotion agency (ProNicaragua) announced that a deal was being negotiated with China’s Great Wall Industry Corporation to build a satellite, Nicasat-1.  If constructed, Nicaragua would be the first country in Central America to have its own satellite.

    The announcement follows a recent visit by a Chinese trade delegation, which also yielded the promise of Chinese cooperation for the construction of an inter-oceanic canal, a project approved by Nicaragua’s congress in July.  Both promises serve as the latest sign that, despite the fact that Nicaragua has, along with its Central American neighbours (bar Costa Rica), yet to switch its diplomatic ties from Taiwan to China, trade and investment cooperation with Beijing continues to strengthen.

    *** China purports to see “evil trend” in Japan.  Amidst the escalating crisis between China and Japan over the disputed Senkaku/Diaoyu Islands, China believes it can discern the influence of growing right-wing forces in Japan.

    Speaking on 14 September, China’s Assistant Foreign Minister Le Yucheng said of the Japanese government’s nationalization of the islands: “The so-called purchase of the Diaoyu Islands is not happenstance but the result of changes in Japan’s domestic political climate.  There is an evil trend in Japan that is leading the country and China-Japan relations toward an extremely dangerous situation.”

    Le says that the change has been exacerbated by Japan’s economic slowdown and the instability caused by last year’s earthquake.  According to the Xinhua news agency he said that “neighbouring countries and around the world” have to be warned that Japan “is moving toward the far right”.

    Le said: “The evil trend has had a strong showing in bilateral relations.  There are people who are unwilling to accept China’s development.  They seek ways to make trouble for China and cause disturbances in bilateral relations.  The Diaoyu Islands issue has become and excuse for them to damage bilateral relations.”