Courcy's Intelligence Brief - 25 May 2011

Items

  • Too much uncertainty for Israel

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    It is impossible to get away from the Middle East, but with so much attention focused on Israeli Prime Minister Benjamin Netanyahu’s visit to the United States our own attention was taken more by the appointment of Egypt’s new foreign minister, Nabil Abdallah al-Araby, as Secretary-General of the Arab League – or more precisely by what the reaction to this move says about the orientation of post-Mubarak Egypt.  Further indications from Jordan, Syria, and the Palestinian territories also reinforce the view that, for the foreseeable future, any serious move towards territorial compromise by Israel is inconceivable.

    The key point about al-Araby’s short tenure as Egyptian foreign minister was the way in which he quickly re-oriented Egyptian foreign policy back towards a traditional Egyptian one of seeking Arab leadership, and the strong approval this received both within Egypt and the wider Arab world.  His sudden and unexpected transfer to the Arab League post had the opposite effect, causing widespread concern that the move might presage a watering down of Egypt’s post-revolution foreign policy.

    Much of the electronic chatter in Egypt following the announcement was along the lines that the move was orchestrated by the West to prevent Egypt from continuing with the new foreign policy instituted by al-Araby.  One well-informed Arab commentator noted: “The determination of the rebellious sectors not to be easy on any side that tries to falsify the people’s will and return to the policies that weakened Egypt’s regional and international role has been confirmed.  The popular reaction comes as a warning to...that group in charge of government in Egypt [not] to adopt alternatives to its current foreign policy.”

    This small but significant episode is just one further illustration of a point we have been making since the beginning of the Arab Spring: Egyptian public opinion, whether of the secular or religious variety, is less pro-Western than the regime it is seeking to replace.  Moreover, even if the successors in power to Mubarak have no great inclination to be excessively guided by public opinion they are beginning to see the attractions of returning Egypt to the centre of Arab affairs – and that requires a shift away from Egypt’s pro-Camp David orientation.

    From the start of the Arab Spring, Western politicians (and editorial writers) have been calling on Israel to respond positively to the pro-democracy movements sweeping the Arab world by making a decisive move towards peace with the Palestinians.  But they have underestimated the uncertainty that the unrest has created in the minds of Israel’s policymaking elite.

    There can be no Israeli compromise while there is such uncertainty about the orientation of its neighbours.  Egypt is the most important of these, but there is uncertainty on almost all fronts including Jordan.  Last week we pointed to the hardening of the Jordanian government’s stance on the Palestinian question.  This week, on 22 May, former Jordanian Prime Minister Ahmad Obeidat unveiled the platform for the new opposition National Front for Reform (NFR)?in a press conference in Amman.

    The part of the NFR’s programme relating to security and foreign policy states: “The level of awareness of our people and the strength of our national fabric is the most effective weapon in the face of internal and external challenges, and it is the first guarantee for the defence of the Arab character of Jordan and to maintain security and stability and its Arab and Islamic identity. Also, there is a clear and present danger from the Zionist state which is a significant challenge, as it targets Jordan just as it has targeted Palestine...In this context we strongly condemn and reject the concept of the ‘alternative homeland’ for the Palestinians, as we condemn the culture of defeat and calls for fragmentation in all its forms. We uphold Palestinian refugees' right of return to their homeland in Palestine.”

    To the north, in Syria, there is no guarantee that any regime that would be likely to replace President Bashar al-Assad would be any more sympathetic to Israel.  On the contrary, it would likely be a Muslim Brotherhood-dominated regime with strong ties to a re-oriented Egypt.  In Lebanon, Hezbollah’s position remains strong and undisturbed by the Arab Spring.  It also continues to be armed by Iran, which tested its new Qiyam 1 rocket on Sunday.  The rocket is thought to have a range of a few hundred kilometres, and some Qiyams, first launched in 2010, are thought to have already reached Hezbollah.

    Meanwhile, in the Palestinian territories themselves, the rapprochement between Hamas and Fateh continues to cause deep concern in Israel, and not without cause.  In a special al-Jazeera programme responding to President Barack Obama’s 22 May speech to the American Israel Public Affairs Committee (AIPAC), a pro-Hamas Palestinian academic was asked whether Hamas should follow the urgings of Turkish President Abdullah Gul and recognize the right of Israel to exist.  He responded by saying: “If it were to recognize Israel, Hamas, as an Islamist movement, would be discredited.  That is, the reason for its existence would no longer be there...”

    What we are seeing develop in the Middle East is something of a classic Catch-22.  The Western leader writers are not wrong when they argue that lack of peace between Israel and the Palestinians has added danger in a Middle East where popular opinion has more influence.  As the Jordanian newspaper al-Rai put it this week: “If peace is not established soon, Israel will find itself facing a new Arab generation far more determined than its predecessor.  The democracy that is taking root in the Arab world will ensure that future Arab governments will be more determined to achieve an equitable settlement that restores Palestinian rights.”

    But, on the other hand, how can Israel come down off the Golan Heights and retreat from the Jordan Valley if it has reasonable grounds for supposing that it could simultaneously face a hostile Egypt, Syria (whether under Assad or a Sunni successor), and Jordan, while Hamas increases its sway in the Palestinian territories and Iran-backed Hezbollah entrenches in Lebanon?

    With this degree of uncertainty on all fronts Netanyahu was never going to spring a surprise during his visit to the United States.  What he did manage to do, however, judging by Obama’s backtracking between his 20 May speech at the State Department and his 22 May speech to AIPAC, is to persuade the president of the futility of trying to push Israel into territorial compromise when so much remains so uncertain.  JdeC.

  • China on charm offensive with Seoul and Tokyo

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    There has been a growing feeling in the past year or so that China under President Hu Jintao has become impatient with Deng Xiaoping’s famous dictum: “Hide one’s capacities and bide one’s time”.  This, in turn, has refreshed talk of the need for a “contain China” policy in which the US forges ever-closer ties with Asian democracies as a counter-balance to China, particularly with Japan, South Korea, and India.  The trouble with this has been American distraction by wars in Afghanistan and Iraq (and now the unrest in the Middle East), and by an apparent early underestimation of the importance of Japan by the Obama administration.

    A strong US statement last September that the disputed Senkaku/Diaoyu Islands were covered by the terms of the US-Japan Security Treaty, and the massive US military assistance following the March earthquake, have somewhat redressed the balance.  However, it has been interesting in the past week to observe the efforts of China to build closer ties with Japan and South Korea and to see (as we report in this week’s third biefing) India representing talk of a burgeoning India-China rivalry in Africa as a Western invention for Western interests.

    The recent much-publicized evidence for a more assertive China includes:

    -  the May 2009 harassment  of the USS Impeccable in international waters in the South China Sea, claiming the US was conducting illegal surveillance

    - the March 2010 declaration that the South China Sea is a “core interest”, putting it on a par with Tibet and Taiwan

    - the limiting of rare earth exports to Japan following the September 2010 collision between Japanese Coast Guard vessels and a Chinese fishing boat operating in the waters off the Senkaku Islands, which are administered by Japan but claimed by China.

    - continued obstruction of Western attempts to prevent Iran acquiring nuclear weapons and to disarm North Korea

    - protection of North Korea from the consequences of its aggression against South Korea in the Yellow Sea.

    It was against this background that we carefully watched Chinese Premier Wen Jiabao’s performance at the fourth trilateral summit between China, South Korea (ROK), and Japan, held in Tokyo on 22 May.  It is true that on the sidelines of the summit, China’s Foreign Minister Yang Jeichi was unyielding on China’s position over the Senkaku/Diaoyu Islands and on the East China Sea, but Wen’s speech at the summit avoided any controversy and was strongly upbeat about economic ties between the three neighbours.

    The three countries account for 70% of Asia’s GDP and nearly 20% of global GDP, and Wen put forward four concrete proposals for deepening ties further.  The first was a major expansion of trade, given that the three-way trade between the countries only accounts for 11% of their combined total trade.  Wen pointed out that China runs a big trade deficit with both Japan and South Korea but is still “ready to promote with the greatest sincerity” progress towards a China-Japan-ROK free trade zone.

    Wen’s second proposal was to improve investment cooperation given that mutual investment between the three countries accounts for less than 10% of their total foreign investment.  Talks on an investment agreement have been under way since 2005, and Wen pledged that “China is ready to make the greatest efforts to cooperate with Japan and the ROK to strive to complete talks within this year”.

    Thirdly, Wen sees the relative low “per capita possession” of natural resources in all three countries as a major incentive for collaboration in renewable energy.  Wen proposed the establishment of a “new renewable energy production-teaching-research alliance” between the three countries.

    Finally, no doubt in part inspired by the sight of the recent massive post-disaster US military assistance to Japan, Wen proposed increased cooperation between the three in dealing with disasters and post-disaster reconstruction.  He proposed joint research on earthquakes, tsunamis, and volcanoes in Northeast Asia with China providing funding.

    There is nothing particularly sinister in any of this, and friendly collaboration in northeast Asia is better than the opposite. But it does emphasize two things.  The first is that China under Hu has not completely forgotten Deng’s advice, even if it has at times seemed to overlook it.  The second is that the magnetic pull of China is such that the US cannot expect to maintain its regional influence without constant effort.  Benign neglect is not an option.

  • A reminder from India

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    In a week where China has been turning on the charm with Seoul and Tokyo (see above), we have been reminded of an important additional point about the US’s struggle to cope with the rise of China, namely that countries such as India are not prepared to be treated as a ‘card’ to be played in some grand geopolitical game of poker between the US and China.

    This reminder was provided by a senior Indian official travelling with Indian Prime Minister Manmohan Singh during his visit to Ethiopia for the Second Africa-India Summit, which was opened on 24 May and attended by 15 African countries.

    In the lead-up to the summit much was written in the Western press about how India lags behind China in African investment.  India’s trade with Africa amounts to $40bn a year, but this is dwarfed by China which does about three times as much business with the continent, and it has been widely suggested that Singh’s 6-day tour is part of a concerted Indian attempt to catch up that is inspired by competition with China.

    However, a senior Indian official accompanying Prime Minister Singh complained on 24 May that the West was trying to portray the engagement in Africa of both China and India in a negative light to protect its own vested interests.

    He said: “The West is setting up Africa as a zone of contention.  They want to play India against China.  They want us to be at each other’s throat.”

    Interestingly, and probably correctly, this senior Indian official also pointed out that China and India have very different approaches to investment in Africa that are complementary rather than conflicting.  He said that while China’s focus in Africa is mostly focused on major government-to-government projects in infrastructure, raw materials, and extractive industries, India was more interested in smaller scale private-sector projects scattered throughout the continent.

    As the official put it: “We feel there is enough space for India and what it is good at, especially capacity-building, skills development and training.”

  • Risk pointers

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    *** Gaddafi in search for solution.  Libyan sources say that Colonel Gaddafi is “strenuously” urging his few remaining international allies to broker a peace deal.

    The line Gaddafi is taking is that there will be no military solution either way and negotiations are required.  The alternative is a partition of Libya.  A Libyan minister, speaking anonymously, says that “all issues are negotiable”, which is taken to mean even the replacement of Gaddafi.  However, it would have to be the Libyans themselves who decide, albeit under international supervision.

    On a less positive note, the same minister said that if Nato manages to kill Gaddafi that will have no effect as his regime will continue to fight on without Gaddafi.

    *** Online jihadists.  Industry experts say that, inspired by the use of social media during the ‘Arab Spring’, jihadist supporters have established a “significant foothold” on both Facebook and Twitter.  However, for the moment, the majority of activity seems to be that of individual jihadist sympathizers rather than organizations.  Also, much of the material is recycled from jihadist websites.  Nevertheless, there is evidence that online jihadist sympathizers are beginning to investigate the possibilities of using Facebook and Twitter as recruitment tools by taking advantage of their inbuilt networking capabilities.

    For the moment industry experts say that the jihadist presence on Facebook and Twitter remains “disorganized, fragmented, and experimental”.  But more systematic attempts to turn Facebook and Twitter into effective recruiting tools are expected to develop rapidly.

    *** Mexican army could be drawn into politics.  Our sister organization, the LatinNews Intelligence Service, reported this week that the assassination of a key Mexican general, Jorge Juárez Loera, on 21 May, coupled with increasing signs of civil unrest in southern Mexico, is forcing the Mexican military further into politics.

    Mexico has never had a military coup and traditionally, governments have scrupulously avoided interfering in military affairs. However, the 2006 decision by President Felipe Calderón Hinojosa to deploy the army to fight drug trafficking gangs upset this balance. So far, the military have been deployed mostly in the north of the country, but a strike by militant teachers in Oaxaca and increasing signs of social tension in other parts of southern Mexico suggest that the government may soon need the already heavily-stretched army to maintain order in the south as well as to fight the drug traffickers in the north. These further deployments could draw the military deeper into politics.