Courcy's Intelligence Brief - 20 July 2011

Items

  • Pre-emptive strike against Iran still on the agenda

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    How to prevent or deter a nuclear-armed Iran was once again at the forefront of Israeli minds during the past week, for two reasons.  The first was the visit to Jerusalem by former US ambassador to the UN John Bolton and the second was a boost given to Israel’s deterrent capability by news that Germany is to supply it with a sixth Dolphin-class submarine.

    The background to Bolton’s comments was the earlier public intervention in the debate by former Mossad chief Meir Dagan.  In January, Dagan had said that Iran would not be able to produce a nuclear weapon until at least 2015 because of “measures that have been deployed against them”, by which he meant last summer’s Stuxnet virus attack on Iran’s nuclear facilities.

    Then in early May, Dagan told a conference at the Hebrew University in Jerusalem that an Israeli military strike against Iran’s nuclear facilities would start a regional war.  He said: “An aerial attack against Iran’s nuclear reactors would be foolish...Anyone attacking Iran needs to understand that it could start a regional war which will include missile fire from Iran and Hezbollah in Lebanon. The Iranian problem must be made an international problem, and we must continue to work to delay the nuclear program.”

    Dagan’s public intervention may have been sparked by reports that only 10% of Iran’s centrifuges had been destroyed by the Stuxnet worm and that both Prime Minister Benjamin Netanyahu and Defence Minister Ehud Barak were favouring a military strike.

    In his intervention last week, Bolton told The Jerusalem Post that he was “dumfounded” by Dagan’s view.  Bolton argued that a military strike against Iran’s nuclear facilities could be highly effective and that it is the only sensible option because “diplomacy isn’t going to work” any more than computer viruses, “nifty” though they are.

    According to Bolton: “The way to stop the Iranian nuclear programme...is to break Iranian control of the nuclear fuel cycle, and to do that you need to destroy the facilities at Isfahan, their uranium conversion facility; you need to destroy their uranium enrichment facilities, which are currently at Natanz; and you need to destroy their heavy water reactor, under construction at Arak.  We know where all those facilities are...They can all be destroyed.”

    Bolton accepts Dagan’s argument that Hezbollah would certainly unleash a violent response from its bases in Lebanon to any Israeli attack on Iran, but, he argues: “For all the risks of a pre-emptive strike against Iran’s programme – for all the political risk, all of the military risk, all of the risks of Iranian retaliation – the comparison you are making is not between the world as it is today versus the world after a military strike on Iran; the real comparison is the world after a military strike on Iran compared to Iran with nuclear weapons.”

    Those who are not as fearful of the prospect of a nuclear-armed Iran as Bolton, that is those who believe Iran can be deterred from using such weapons, were coincidentally given a boost last week by confirmation that Germany is to supply Israel with a sixth advanced diesel-powered submarine, thus further boosting Israel’s second-strike capabilities.  Israel took delivery of three Dolphin submarines in the early 1990s and two more-advanced versions are under construction.  Now a sixth is to be delivered, thus boosting the argument of those who say that Israel has little to fear from a nuclear-armed Iran because it has such a robust second-strike capability.

    It appears to be an evenly balanced debate.  The history of nuclear weapons is that they are unusable against any country that can retaliate in kind, and even those who are in favour of a strike do also fear that Dagan may be right about the utility of a strike and about the wider consequences, including a devastating retaliation on Israeli civilian centres from Hezbollah rockets.

    On the other hand, our diplomatic sources in the region say two further points need bearing in mind.  The first is that the Gulf Arab states are becoming more, not less, fearful of Iran as a consequence of the Arab Spring.  Yet even before the dangers unleashed by the Arab Spring, it is clear that Saudi Arabia was urging Israel to strike against Iran.  One of the diplomatic cables revealed by WikiLeaks last year included King Abdullah of Saudi Arabia urging the United States to “cut off the head of the snake”.  Bahrain’s King Hamad bin Isa al-Khalifa was also quoted, in conversation with a US diplomat, as arguing forcefully for taking action against Iran “to terminate their nuclear programme by whatever means necessary”.

    A final point is this: those Israelis (and others) who argue for relying on deterrence rather than a pre-emptive strike (few genuinely believe that diplomacy will work) miss a key consideration.  Israel did not develop its nuclear capabilities to deter a nuclear attack, it developed them as the ultimate defence against overwhelming conventional attack.  ‘Red lines’ for using nuclear weapons were first articulated by Israel in the late 1960s, and in addition to defending against nuclear or bio-chem attack these included a successful Arab military penetration into core populated areas; the destruction of the Israeli Air Force; and the exposure of Israeli cities to devastating air attack.  In line with this doctrine, at the start of the 1973 Yom Kippur War, Golda Meir put Israel’s nuclear forces on alert, with the initial target list including the Egyptian and Syrian military headquarters near Cairo and Damascus.

    Today, an Iranian nuclear capability threatens Israel less because of the possibility of a devastating first-strike than because it could prevent Israel using its own nuclear weapons in response to an overwhelming conventional Arab attack.  That deterrence effect would be crucially undermined if the attacking forces felt they were protected by an Iranian nuclear umbrella.

    The debate goes on, but our sources say it would be a mistake to assume that Dagan’s intervention against military action, however influential he may be as a former Mossad chief, will prove decisive.  JdeC.

  • Iran sends a warning to Turkey

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    As we argued last week, Iran, Turkey, and Egypt are the three key countries in shaping the new Middle East.  For Iran, Egypt’s move away from the unquestioning pro-Americanism of the Mubarak era is a bonus and may lead to a rapprochment, albeit one circumscribed by fierce pressure on Cairo from Riyadh and Washington.  But Turkey’s similar shift away from excessive pro-Westernism has its complications for Iran.  This reorientation by Turkey under the Islam-based Justice and Development Party (AKP) brings with it increased Turkish influence in the region - with much talk of the Arab Spring heralding a widespread adoption of the ‘Turkish model’.  This is a potential challenge to Iran, particularly in Syria where Turkey appears to be backing the Muslim Brotherhood, and this threat seems to have prompted Tehran to send a not very subtle warning to Ankara last week.

    On 9 July, three people, including a civilian, were kidnapped by Kurdistan Workers’ Party (PKK) guerrillas in Diyarbakir in southeast Turkey, and on 14 July thirteen Turkish soldiers were ambushed and killed during a rescue attempt.  Sources in the region say the whole episode may have been orchestrated by Tehran, and there are three reasons why this might be true.

    The first is that Iran has form in this area.  Throughout the 1990s Iran supported the PKK in order to destabilize pro-Western Turkey, although it abandoned this policy after the US invasion of Iraq in 2003.  The second reason is that the PKK’s Cemil Bayik, who ordered the 14 July attack in defiance of jailed PKK leader Abdullah Ocalan, has long had close links with Iran.  The third reason is that Iran has cause.

    All the indications point towards Turkey working for a compromise solution in Syria that gives the Muslim Brotherhood (MB) a significant share of power - and of all the Arab world’s various MB branches, the Syrian one is the most antithetical to Iran.  It is the Syrian Muslim Brotherhood, for instance, that has been most vociferous in warning over many years against an alleged Iranian plan to rebuild the Shiite Safavid empire at the expense of the Arabs.  It has warned that the long-standing Iran-Syria-Hezbollah alliance is a key element of this grand conspiracy against Sunni Arabs, and it claims that the Iran-Syria-Hezbollah support for the Palestinian cause is nothing more than flag waving to gain Arab Sunni support while Iran’s true purpose is to dominate the Sunni Arabs.

    In 1987, Said Hawwa, the chief ideologist of the Syrian MB, wrote a book called Khumayniyya: Deviation in Beliefs and Deviation in Behaviour in which he described Iran’s Ayatollah Khomeini as a danger to the existence of the Sunni world.  He saw the purpose of the 1980-88 Iran-Iraq war as an attempt by Iran to conquer Iraq and to turn it into a Shia state as a preliminary stage to further dominating the Sunni Arab world.  Syria’s President Hafez Assad supported Iran in the war, while in turn the Syrian Muslim Brotherhood was supported by Iraq’s President Saddam Hussein.

    The Syrian MB has also made much play over the years of a letter that was published in 1988 by the Iranian Sunni League allegedly containing a five-step master plan for spreading the Iranian/Shia rebellion to other Muslim countries.  The Syrian MB’s paranoia over Iranian intentions was further fuelled by the downfall of Saddam Hussein and the subsequent enhancement of Iranian/Shia power in Iraq.  And Syrian Muslim Brotherhood propagandists can now be heard saying that events in Kuwait, Bahrain, Saudi Arabia, Yemen, and Jordan are all part of this grand Iranian/Shia conspiracy.

    So, Turkey’s apparent advocacy for a compromise solution between the Assad regime and the Muslim Brotherhood has every reason to disconcert Iran.  The gains Tehran has undoubtedly made in Iraq and elsewhere in the Gulf could be offset by losses in Syria, which in turn would inevitably degrade Iran’s ability to support Hezbollah and the Shias in Lebanon.

    Turkey under the Islam-based AKP poses another problem for Iran.  As mentioned above, one of the reasons Iran has been able to exercise such influence on the Arab street has been because of its strong pro-Palestinian stance, and the contrast between its support for the Palestinians and the pro-peace line taken by pre-AKP Turkey and by key Sunni Arab leaders such as King Abdullah of Jordan and President Hosni Mubarak of Egypt.  Now Turkey, Egypt, and increasingly Jordan are all lining up to emphasize their unwavering support for the Palestinian cause.

    Iran can hardly oppose such an evolution, and it is making considerable efforts to forge friendly ties with post-Mubarak Egypt.  However, Turkey’s undermining of the Assad regime in Syria, and working for its replacement by the Muslim Brotherhood, is another matter, which is why Tehran appears to have sent a reminder to Turkey during the past week: undermine our interests in Syria and we will reactivate our support for the PKK.

  • Pakistan looks to China to "ward off dangers"

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    The level of anti-Americanism in Pakistan has reached an extraordinary level and it is fuelling calls for ever-closer ties with China.

    During the past six months, the growing estrangement between Pakistan and the US has been reflected in every Pakistani newspaper and media outlet of note, particularly in their commentaries on the Raymond Davies affair in March, the killing of Osama bin Laden in early May, Hillary Clinton’s visit in late May, the ongoing US drone attacks on terrorist targets within Pakistan, and the US calls for a military offensive in North Waziristan.  The single exception to the strongly anti-American coverage has been The Express Tribune, but as it is affiliated to the International Herald Tribune, which is the global edition of The New York Times,  this exception is hardly significant.

    As one example, the centrist Urdu-language Jang, which is also the country’s biggest circulation newspaper, said of Clinton during her visit that her manner “seemed more like dictation than reconciliation”.  The Nation advised the government “to get away from this trap”.

    Ironically the only ‘positive’ comments in the last six months came with the announcement by the US on 10 July that intended to withhold $800m of military aid from Pakistan.  The conservative Urdu daily Nawa-i-Waqt reflected the views of many other papers when it commented that Islamabad should “consider this opportunity as a blessing; do away with US slavery and start a journey towards self-reliance”.

    The paper also said “we can find alternative means of aid”, and the calls for deepening ties with China have been gaining in strength.  The most recent example was a commentary in the pro-military Pakistan Observer on 16 July.  The paper provided a detailed listing of China’s investments in Pakistan, particularly in infrastructure and power-generation, and it concluded: “The exponential expansion in [Pakistan-China] relations during the present regime reflects a marked departure from our perennial propensity to look up to the West, particularly the US, for our security and economic progress.”  The paper added that this enhanced economic, political, and strategic cooperation between China and Pakistan “will contribute immensely to warding off the lurking dangers”.

    The same pro-military Pakistan Observer carried another lengthy article on the same day arguing for the need to “revisit” ties with the US.  It said: “Pakistan is suffering greviously on all counts but our rulers are still clinging to the aprons of the haughty USA...We need to determine whether we continue with this self-destructive conformist policy or radically change it...”

    In the end the paper concluded that a complete break should be avoided, at least until the US’s departure from Afghanistan in 2014, as this would amount “to playing into the hands of India, Israel, and militant forces desiring a Pak-US clash”.  That does seem to provide an accurate reflection of the state of relations between Pakistan and the US.  There is distrust, and even hatred on the Pakistani side, but mutual dependence is just about keeping them together.  In the meantime, Islamabad is doing all it can to deepen ties with China.

  • Risk pointers

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    *** Russian elite show little appetite for reform.  The Moscow-based Institute of Contemporary Development (INSOR) says that it has had very little “buy-in” for its hard-hitting report on Russia’s need for reform: Acquiring a Future.  The report provides an insighful and hardhitting analysis of Russia’s ills and what the next president needs to do to secure Russia’s future.  Unfortunately, according to those close to the think tank, the INSOR report has not found “any real buyers among the country’s leadership”.

    Boris Makarenko, head of the Institute’s Directorate of Sociopolitical Problems of Development says that the real problem is that even those leaders who are in favour of modernization do not trust the people and want everything to be done top-down.  He says: “In a modern state modernization can only be successful if citizens become full players in the orchestra and the authorities are satisfied with the role of conductor, with a baton that will not be used to beat musicians.”

    The report sees the 2012 election as key, saying: “In one year we will choose not just between programmes and personalities, but between the beginning of change and the end of hope, between the future and a new stagnation.”  The report’s final warning is that delays in bringing about renewal destroyed the Russian Empire and then the Soviet Union.  It points to worse-case scenarios including economic collapse, an irreversible technological gap, the growth of centrifugal tendencies, and catastrophic depopulation.

    One eye-catching statistic: in 2011 the country will have 648,000 18-year olds.  This will have dropped by nearly 10% by 2015, to 590,000.

    ***  Preparing for a third intifada.  Some 52% of Israelis believe a third intifada will break out if the Palestinians continue with their plans for a unilateral declaration of statehood in September.  In the survey conducted by Dahaf, only 30% of Israelis said they were in favour of negotiating with a Palestinian unity government including Hamas.

    *** Shia security chief for Lebanon.  On 18 July, it was confirmed that Lebanon’s Shia community would retain the key post of head of General Security with the appointment of Brigadier-General Abbas Ibrahim. 
    Ibrahim, whose previous position was deputy head of Lebanese Army intelligence, is known to maintain close relations with Hezbollah.

    here had been hopes among the Christian community that the post would be given to a Maronite.  The security post has been filled by a Muslim since 1998 but before that it had traditionally been held by Christians.