Courcy's Intelligence Brief - 27 June 2012

Items

  • Netanyahu's state of mind

    LatinNews 27 June 2012 Hits: 841

    In our 13 June issue, ahead of the P5+1 talks with Iran in Moscow, we said that a key element in defining the speed and extent of any escalation of the confrontation with Iran would be the state of mind of Israel’s Prime Minister Binyamin Netanyahu and his closest advisers – and we added that a major factor in determining Netanyahu’s state of mind would be the outcome of the Egyptian presidential election.  The Iranian talks duly failed to produce any satisfactory advance, and we now know how the elevation of the Muslim Brotherhood’s Muhammad Mursi to the Egyptian presidency is being viewed in Israel.

    From Israel’s perspective there was nothing positive to emerge from the 18-19 June talks between Iran and the permanent members of the UN Security Council plus Germany (the P5+1), but perhaps the most disappointing aspect has been the Russian position.  US Secretary of State Hillary Clinton tried to assert after the talks that Russia and China were fully supportive of the Western line.  She said: “One of the real successes of our diplomatic strategy towards Iran...is that the Chinese and Russians are part of a unified stance that we have presented to the Iranians.”  She added that the Iranians “have been surprised” by the unity of the P5+1.

    Our information, however, is that the impression that the Iranians have taken back from Moscow is a different one.  A number of sources close to the Kremlin have been saying in public that there will be no progress unless Iran’s position is taken into consideration and that, therefore, the blame for the lack of progress lies in particular with the US, Britain, and France.  That is exactly Tehran’s own line.  And it will have been equally encouraged by the reported 40% month-on-month increase in Chinese purchases of Iranian oil recorded in May.  It was always extremely likely that Iran would continue to prevaricate without making any meaningful concessions, but the lack of pressure from Russia and China has made that a certainty.

    This has not led to an immediate crisis.  Israel knows that it must wait a respectable time for the 1 July EU embargo on oil purchases from Iran to have an impact.  On the other hand, Israel’s Defence Minister Ehud Barak has reiterated that he believes it is only a matter of time before stronger measures are required.  Following the Moscow talks he said: “By the third meeting in a negotiation, you know whether the other party intends to reach an agreement or, alternatively, whether he is trying to play for time to avoid a decision.  It seems to me that the Iranians keep defying and deceiving the whole world...We cannot afford to spend another three rounds of this nature just to allow the Iranians to keep manoeuvring.”

    No one outside the inner sanctums of the US and Israeli security establishments knows what plans there are for dealing with Iran it if refuses to give ground.  For those on the outside, the main unknowns include what level of Iranian compromise would be acceptable to the US; would the US be able to force Israel to accept the same level of compromise; would Israel risk acting alone if there were a fundamental disagreement with the US over what residual Iranian nuclear programme would be acceptable; and what is the timescale for decision making?

    Another key unknown arises from the split in Israel’s security establishment over the wisdom and practicality of military action, most particularly military action carried out without the full support of the US.  It is on this point, we believe, that the outcome of the Egyptian presidential election is important.  As we have argued many times, Israel is secure against conventional attack for as long as Egypt remains a non-belligerent.  The old Middle East saw that you can’t make war without Egypt (or peace without Syria) remains as true today as when it was coined.

    The only circumstances (if indeed there are any) in which Israel might accept a nuclear or near-nuclear Iran would be under the severest American restraint.  But even that most doubtful of caveats would become even more doubtful if Israel felt that there was a realistic prospect of Egypt turning hostile, which is why Israel’s reaction to the election of Muhammad Mursi is so important.

    The official reaction, it is true, has been restrained, but the unofficial reaction of Israel as mirrored in the media has been one of almost unanimous horror.  Here are some examples:

    - Yedioth Ahronoth headlined its five-page day-after coverage with a reference to the biblical plagues, calling Mursi’s election the “plague of darkness”.  One of the paper’s columnists wrote: “The day may not be far off when the cornerstones of the fragile peace with Egypt are smashed once and for all...It is expected that within six months we will see Egypt’s true colours.”

    - For Maariv’s Ben-Dror Yemini, “the penny dropped yesterday”.  He added: “It’s over: the army will remain in a position of influence, but its time has passed.  The street, tradition, religion, the inbuilt Islamist identity – all of these have ridden roughshod over hope, which has been turned into an illusion...Tunisia and Libya have fallen.  Now it’s Egypt’s turn.  Syria is also knocking on the door.”

    - Also in Maariv, Oded Granof argued that although the US hoped that Egypt would adopt the Turkish model, the problem is that the Muslim Brotherhood has already told Turkey’s Prime Minister Recep Tayyip Erdogan that it does not see the Turkish model as suitable for Egypt.  Yemini doesn’t think the Turkish model is very comforting anyway, saying that it is “dangerous and insidious and involves the systematic destruction of all the civilian centres of power in favour of a slow but sure process of Islamification”.  He adds: “The only thing recommending the Turkish model is that the Iranian model is worse.”

    - Haaretz has shown less concern than the others, arguing that the Muslim Brotherhood will not be free to do as it pleases.  However, it also notes that “Mursi was a founding member of the Muslim Brotherhood’s Committee to Fight the Zionist project”.

    - Maariv’s Granof also argued that Mursi might be constrained to some extent by the need to provide for “85m hungry mouths”.  He said Islam “cannot provide work for huge numbers of unemployed people...it cannot revive Egypt’s flagging tourism industry, and it cannot save an economy on the verge of collapse”.  But these constraints are not seen as positive by Israel Hayom.  Columnist Dan Margalit wrote: “The difficulties that Mursi faces will emerge gradually.  When he finds it hard to bridge the gap between Egypt’s political and economic interests and the disappointment of the masses, he may be forced to take populist measures.  And in the Middle East this usually means inciting against Israel...It is easy to envisage Mursi emulating the Islamic Republic [of Iran].”  The paper warned that the people of Egypt had “voted for Islam” and that Israel needed to be ready for demands to renegotiate the Camp David peace treaty.

    And nor is it just the Israeli press that sees dangers for Israel in Mursi’s election.  Abdelbari Atwan, the editor in chief of the London-based pan-Arab daily al-Quds al-Arabi, wrote: “It is certain that the Israelis are trembling in fear of this victory because they will not be facing a servile president from now on; one who kisses their feet, submits to all their demands, and backs all their wars, as was the case before.”

    Mursi himself made a reasonably conciliatory acceptance speech in which he said “we will maintain international charters and conventions and the commitments and agreements Egypt has signed with the world”.  However, in an interview with the Iranian Fars news agency he was reported as saying that he was interested in better relations with Tehran and that: “This will create a balance of pressure in the region, and this is part of my program”.

    It was later denied that Mursi had said this, but it is certain that Iran is making a concerted effort to build a relationship with the new Egypt.  The counter pressure is coming from the United States (which of course has huge leverage) and the Gulf states led by Saudi Arabia.  However, the Gulf states are no friends of the Muslim Brotherhood and may have limited influence.  Saudi Arabia’s late crown prince, Nayif bin Abdelaziz was known for his view that the MB were the “source of all evil”.  Elsewhere in the Gulf, General Dahi Khalfan, the commander of Dubai’s police force, has been Tweeting fiercely against the MB.

    Then there is Turkey, whose opposition to an Egyptian rapprochement with Iran may not be as clear cut as might be thought.  Back in March we first reported on talk in Ankara about reaching a “grand bargain” with Iran.  It appeared that those advocating such a path had been defeated when it became clear that Turkey was allying itself with the Iraqi Kurds led by Masoud Barzani and Iraq’s Sunni Arabs against the pro-Iranian Shiites led by Prime Minister Nuri al-Maliki.  However, since the Egyptian presidential election there have again been voices raised in Ankara arguing for a new Turkey-Egypt-Iran alignment.  Given opposition from the US, such an alignment may be unlikely to mature, but the fact that it is being advocated by powerful voices in Ankara is a further indication that a return to the close relations that Israel until recently enjoyed with Turkey is not on the cards.

    The practical consequences of what is happening in Egypt are already being felt.  On 26 June it was announced that Israel is to deploy radar systems along the border with Egypt to detect rocket attacks from terrorists operating in the Sinai.  The tension-creating possibilities of this do not need elaborating.

    The point is that everything is in flux in the Middle East, but there are almost no scenarios (short of a sudden and completely unexpected counter-revolution in Iran) that are positive for Israel: just bad outcomes and even worse ones.  For instance, a defeat for Iran in Syria would entail the replacement of President Bashar al-Assad’s regime by something equally anathema, probably to be followed by increased Islamist pressure on the Jordanian monarchy.  And even if Egypt under the Muslim Brotherhood does not become overtly hostile, it will not be friendly.

    The final wild card is Russia, whose contribution to the Middle East continues to be muddled.  On the one hand it is doing everything it can to shore up the Assad regime and to prevent serious pressure being applied to Tehran.  Yet, on the other, suggestions continue to be made, including during President Vladimir Putin’s visit this week to Israel, that the Kremlin might not be overly upset by an attack on Iran’s nuclear facilities.  It is easy to see why Israel might be keen to encourage such an impression, but denials from the Kremlin have been unconvincing.

    Our conclusion from all this is that since the failure of the Moscow talks to produce any definitive progress, Netanyahu’s views can only have hardened.  The counter-forces remain strong - including opposition to action within Netanyahu’s own security inner circle and of course from the Obama administration.  But what is happening inside Netanyahu’s mind is what is really important.  JdeC.

  • Mixed signals from Kremlin suggestive of complex bargaining

    LatinNews 27 June 2012 Hits: 839

    On the face of it, Russia is continuing to provide strong support for both Iran and Syria.  In this week’s main briefing, however, we point once again to suggestions that in private Russia might not oppose an Israeli strike on Iran.  This week has also seen some mixed signals on Russia’s support for Syria following Syria’s shooting down of a Turkish F-4 Phantom jet on 26 June, which suggests there is some complex behind-the-scenes bargaining taking place.

    The Kremlin’s first public reaction to the incident, which came on 26 June, was in line with its usual pro-Syrian position when it said that the shooting down of the Turkish fighter should not be seen as a provocation or as an excuse for stronger action against Damascus.  In addition to this formal warning, Russian messages of support for Syria since the incident have included:

    - Russia’s proposal that Iran be invited to an international conference on Syria in Geneva on 30 June.

    - A report from Interfax on 27 June quoting Russian “military-diplomatic sources” as saying that the sea-borne arms delivery for Syria that was forced to turn back from British waters on 19 June, after a British marine insurer had cancelled cover, could by delivered by air.  The shipment includes Russian air-defence systems and three repaired Mi-25 attack helicopters.

    - President Vladimir Putin’s decision not to attend the 20th anniversary of the Organization of the Black Sea Economic Cooperation in Istanbul - a move described by the Turkish media as “a brazen rebuke to Turkey” over Syria.

    - The 27 June statement from the head of the Russian Foreign Ministry’s department on pan-European cooperation, Ivan Soltanovskiy, warning that “projecting the Libyan model” on Syria would “throw the region into the abyss of chaos”.  Linked to this warning was the statement on 26 June by Russia’s Eastern Military District press service that a large-scale “opposing-force exercise” in Russia’s Khabarovsk Territory was based on an analysis of Nato’s intervention in Libya.

    Pointing in the other direction, however, are reports from Moscow that Russia has suspended the planned delivery of $105m worth of S-300 surface-to-air missile systems to Syria.  The 2011 annual report of the Nizhniy Novgorod Machine-Building Plant (part of the Almaz-Antey air-defence concern) recorded that contracts for the delivery of S-300 systems had been signed with Algeria and Syria and that shipment was due “in the period 2012 to early 2013”.  Now sources from Russia’s military-industrial complex are saying that the implementation of the Syrian contract has been suspended “on an order from above...in order to appease Western countries and Israel”.

    If nothing else, our own sources say, this suggests the existence of complex behind-the-scenes bargaining between Moscow and Washington, which is of course precisely the type of attention that Moscow has long been courting.  The Obama administration is known to be frustrated by the “transactional nature” of  the Kremlin’s approach to US-Russia relations, but, as we have pointed out before, all that means is that it is possible to do business with the Kremlin - and it seems that ‘business’ may indeed be what is being done.

  • Risk pointers

    LatinNews 27 June 2012 Hits: 521

    *** Russian S-400 for China.  On 27 June, Russia’s state news agency RIA Novosti reported that Russia may sell S-400 Triumf surface-to-air missile systems.  China will receive an export version of the system that will be developed by 2017.  According to the agency, “the Chinese will be the first buyers of this system”.

    *** Russian general says base in Tajikistan at risk.  The commander-in-chief of Russian Ground Troops, Col-Gen Vladimir Chirkin, said on 26 June that “there are many problems” with the signing of an agreement for the extension of the Russian military base in Tajikistan.  The Tajik side has apparently proposed to reduce the period of the extension to 10 years.  The 201st Russian Military Base in Tajikistan is home to 7,000 Russian troops and is a key component in Russia’s presence in Central Asia.

    Speaking to the Defence and Security Committee of the Russian upper house of parliament, Chirkin also warned that “local military conflicts” involving Uzbekistan, Tajikistan, and Kyrgyzstan could erupt “in connection with the predicted deterioration of inter-state disagreements in the sphere of energy, water, and land use”.

    *** A small Russian reminder to China.  Russia has committed itself to a very close strategic relationship with China.  However, in a reminder to Beijing that Moscow has other options as well, it is to hold a joint counter-terrorism drill with India near the Mongolia-China border in August.  The war games, called INDRA-2012, will will include 250 troops from each side at a training range in eastern Russia.

    *** Japan-South Korea military agreement.  Japan is due to sign a “non-combat military pact” with South Korea which will encompass the sharing of military intelligence.  Seoul has completed its necessary domestic political procedures and Japan is expected to complete its this week.

    A South Korean military official says: “[South Korea] needs the pact on sharing military intelligence with Japan because we have to use Japan’s intelligence assets, including its spy satellites and high-end surveillance aircraft.  It is an undeniable fact that the existence of Japan is important for our national security.”

    A senior official from South Korea’s foreign ministry made clear that the collaboration was not just about North Korea.  He was quoted by the Yonhap news agency as saying: “To cope with the rise of China, the military-intelligence pact with Japan is needed to boost our intelligence capability.”

    Separately, Philippines Foreign Secretary Albert del Rosario will visit Japan from 27-29 June to discuss, amongst other matters, cooperation over maritime security.