Courcy's Intelligence Brief - 29 May 2013

Items

  • Iran, the US, and Israel locked in three-way battle of wills

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    Despite the increasing Western pressure on the pro-Iranian Assad regime in Syria, Iran has reasonable grounds for satisfaction, particularly given Russia’s hostile reaction to the proposed lifting of the European Union arms embargo on Syria’s opposition forces.  Equally, on the nuclear front, the latest International Atomic Energy (IAEA) report indicates that its strategy of foot-dragging to buy time has enabled it to get steadily closer to its assumed goal of acquiring nuclear weapons while making any unilateral Israeli military action progressively more problematic.  There also remain clear differences between Israel and the United States over how to deal with Tehran, differences that are likely to have been exacerbated by Russia’s strong response to the EU move to arm the Syrian rebels.

    Western and Israeli policy on Syria continues to benefit Iran.  At the beginning of the uprising against President Bashar al-Assad, neither the West nor Israel was certain that they wanted to see the downfall of the minority Alawi regime, despite its pro-Iranian orientation and links to Hezbollah in Lebanon.  The Assads, after all, had provided stability on Israel’s northern border for 40 years, and, besides, neither China nor Russia were prepared to allow a rerun of the Libyan scenario.

    Now, a belated move by France and Britain to provide arms to the Syrian rebels is unlikely to prove as effective as they would like for two reasons.  First, the initiative is widely opposed in Europe, partly because of the predominant role Sunni Islamist elements are playing in the rebellion and partly because of the chronic splits within the opposition.  It is said that there are over 120 ‘brigades’, factions, and armed militias fighting the Assad regime.

    The second reason to doubt the likely effectiveness of the Franco-British initiative to arm the rebels is because it has provoked a furious Russian reaction that is likely to negate its effects.  Russia’s deputy foreign minister Sergei Ryabkov has accused the EU of “throwing fuel on the fire” and committed Russia to supplying the Assad regime with S-300 systems capable of intercepting both manned aircraft and guided missiles. 

    Ryabkov said on 28 May: "We think this delivery is a stabilizing factor and that such steps in many ways restrain some hothead...from exploring scenarios in which this conflict could be given an international character with participation of outside forces, to whom this idea is not foreign." 

    This increased Russian support for Assad also comes at a time of increasing support from Hezbollah, the Lebanese Shia group, and from Iraq.

    All of this would suggest that the predicted demise of the Iranian-led ‘Shia crescent’ is still uncertain.  Even if/when Assad does eventually fall, as Iran’s efforts to woo the Muslim Brotherhood in Egypt show, for Tehran pragmatism often outweighs dogmatic sectarianism.  Besides, its gains in Iraq, where the Shia are now dominant, will not be undone.

    Meanwhile, the latest IAEA report shows that Iran now has 8,960kg of 5% enriched uranium and 324kg of 20% enriched uranium (up 44kg since the IAEA’s last report in February).  However, Iran continues to convert a significant proportion of its 20% enriched uranium hexafluoride (UF6) gas into uranium oxide, a solid form of uranium that cannot be further enriched in centrifuges without being converted back into gas. 

    In total, Iran now has 182kg of UF6, which remains below Israeli Prime Minister Binyamin Netanyahu’s ‘red line’ threshold of enough 20% enriched uranium to produce one bomb if further enriched to the requisite 90% (around 240kg).

    But there is little comfort in the fact that Iran is keeping its 20% enriched stockpile below Netanyahu’s redline threshold given that it is thought to be advancing with the construction of a plutonium production reactor; it is deploying more powerful centrifuges; it could reconvert its uranium oxide stockpile (which is far greater than needed to fuel its Tehran Research Reactor) back into centrifuge-useable gas in a matter of weeks; and, in any case, it is still increasing its stockpile of 20% enriched UF6 . 

    And, as a Carnegie Endowment analysis of the latest IAEA report put it: “After a decade of uranium fuel production, Iran only has less than half of what it would need to make a single year’s worth of fuel for its Bushehr power reactor.  It’s safe to conclude that Iran isn’t enriching uranium to generate electricity for its people…Politically, Iran’s incremental progress means that sanctions aren’t stopping Iran’s nuclear program.”

    For the moment all decisions on Iran are on hold until after Iran’s presidential election on 14 June.  Iran’s Guardian Council (GC) has ensured that the ‘principle-ists’, that is Islamist conservatives backed by Supreme Leader Ali Khamenei, will dominate the election.  The GC has disqualified President Mahmud Ahmadinezhad’s aide Esfandiyar Rahim-Mashai and former President Akbar Hashemi-Rafsanjani.  The former is seen to be too nationalist and not sufficiently Islamist (part of the ‘deviant current’), while Rafsanjani is seen to be too pro-reform because of his opposition to the 2009 post-poll crackdown on ‘seditionists’.

    An important question now is whether pro-reform voters will support centrist figures such as Hasan Rowhani and Mohammad Reza Aref or boycott the election.  Rowhani is a former secretary of the Supreme National Security Council (SNSC) and was Iran’s chief nuclear negotiator during the presidency of the reformist Mohammad Khatami.  He is close to Rafsanjani, who may try to unite reformist voters behind his candidacy.  Aref was also part of the Khatami administration as first vice-president.  But in truth, it is hard to see the reformists upsetting the applecart, or the election making much difference to Iran’s trajectory of confrontation with the West, which brings us back to Israel.

    Netanyahu continues to insist that Israel is ready, willing, and able to use military force to prevent Iran from crossing his red line, and following the release of the IAEA report, Netanyahu told UK’s Foreign Secretary William Hague that Iran’s continued progress in “pursuing its nuclear weapons programme…is the biggest challenge facing us…the biggest challenge of our time…”. 

    So far Netanyahu has been held back by the United States which feels, because of its superior firepower, that it can afford to wait longer, or even – in Netanyahu’s worst nightmare – live with a nuclear-armed Iran.  It would appear that this three-way battle of wills is heading towards its climax, with Iran’s confidence boosted both by Assad’s durability and by the Russian response to the EU’s move to arm the rebels; with US caution reinforced by the strong Russian reaction to the EU move; and with Israeli scepticism about the effectiveness of sanctions reinforced by the latest IAEA report.  JdeC.

  • Kurdish complications

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    Since the beginning of the Arab revolutions we have been urging subscribers to keep an eye on Kurdish developments.  It has been clear to us from the outset that the Kurds would seek to maximise their gains from any reordering of the Middle East subsequent to the Arab uprisings, and that this could involve destabilizing complications, partly because of divisons between the Kurdish factions.  This remains our position despite the moves towards peace between the Kurdistan Workers’ Party (PKK) guerrilla movement and the Turkish government.

    The optimists on the Kurdish question can point to two developments in particular.  First there is the good relationship that has been established between the Kurdistan Regional Government (KRG) in northern Iraq, under Masoud Barzani, and Turkey.  Then there is the peace process between Ankara and the PKK.  Yet, as the past week has shown, these two developments are capable of upsetting each other.

    On 27 May it was reported by Iraqi Kurdish sources that the sixth batch of PKK guerrillas had arrived in Iraqi Kurdistan as part of the group’s negotiated withdrawal from Turkish territory.  Yet the KRG has been complaining that this is happening without any prior consultation between Ankara and the KRG. 

    It is true that Iraqi Kurds have historically shown sympathy for the PKK, but this has not always been the case with the KRG’s dominant Barzani-led faction: the Kurdish Democratic party (KDP).  The KDP has often had a difficult relationship with the PKK because its main areas of support border with PKK areas, and because the KDP is seen as a conservative, even tribal, organization, in contrast to the leftist nationalism of the PKK.

    The PKK is also suspicious of the KDP’s pretensions to Kurdish leadership, much boosted by the autonomy it has achieved in northern Iraq since the downfall of Saddam Hussein and by the support it has been receiving from Ankara.  The trouble is that the Iraqi Kurds amount to less than one-third of the number of Turkish Kurds and less than one-sixth of the total Kurdish population.  The PKK is much irritated by KDP-supporting media referring to Barzani as the “president of Kurdistan” as opposed to just the leader of the KRG in northern Iraq.

    On top of all this, there is now the added complication of Kurdish assertiveness in Syria as the Assad regime’s grip weakens.  The strongest Kurdish faction in Syria is the Democratic Union Party (PYD), which is an offshoot of the PKK.  The PYD’s armed wing, the People’s Defence Units (YPG), is the dominant security force in the Syrian Kurdish regions. 

    The PYD’s main rival is the Kurdish National Council (KNC), which is the creation of Barzani, and the Kurdish regions of Syria are now being seen as a likely battleground for influence between the PKK and Barzani’s KDP.  It is a battle for influence that is likely to be won by the PKK given that the Turkish and Syrian Kurds are closer to each other culturally, speaking the same Kurmanj dialect.  The Kurds of Iraq and Iran speak the Sorani dialect.

    Turkey’s hostility to the PYD further complicates the picture, particularly given Ankara’s present moves towards the PKK.

  • India reaffirms defence ties with Japan

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    One of the interesting points about China’s 15 April incursion across the border into Indian Ladakh was the way in which India sought to downplay the incident.  Despite some near hysterical outbursts by the media and opposition politicians, the Indian government did its utmost to keep things calm.  However, this week’s visit to Japan by India’s Prime Minister Manmohan Singh confirms that India’s deep suspicions of China, and its fully paid-up status in the ‘contain-China’ axis.

    Following the 15 April incident, Defence Minister AK Antony said that India “remains committed to a peaceful resolution of the situation through dialogue within the framework of agreements for maintaining peace and tranquillity”, and this was a position he maintained throughout.  On the other hand, former defence minister Mulayam Singh Yadav, chief of the Samajwadi Party, was probably closer to public opinion when he told parliament that China is India’s “biggest enemy”.  

    Yadav said: “I have been raising this issue for the past eight years.  I had warned that that there will be a repeat of [the war of] 1962.  I even went and met the Prime Minister [Manmohan Singh] in his chamber, yet there was no response. Now, [External Affairs Minister] Salman Khursid is going to China.  To do what?  Beg before them?”  Yadav, whose party gives important external support to the government, accused the government of being “cowardly, incompetent, and good for nothing”.

    Whatever Yadav’s misgivings about how the 15 April incident was dealt with, he will be feeling more comfortable following the prime minister’s visit to Tokyo.  Addressing the Japan-India Association and other groupings in Tokyo, Singh said: “Prosperity has not fully eliminated disparities within and between states, and there are growing threats to stability and security”.  He then went on to say:

    “India’s relations with Japan are important not only for our economic development, but also because we see Japan as a natural and indispensible partner in our quest for stability and peace…in Asia…Our relationship with Japan has been at the heart of our Look East policy.”

    Singh also emphasized the security element in the India-Japan relationship saying: “Japan is the only partner with whom we have a 2-plus-2 Dialogue between the Foreign and Defence Ministries.  We have also begun bilateral exercises with the Japanese Maritime Self-Defence Force.”

    In another sign that the 15 April incident has taken its toll on India-China relations, on 24 May India’s Foreign Secretary Ranjan Mathai said that India was increasingly concerned about moves by China to develop infrastructure in Pakistani-occupied Kashmir.  Speaking the day after China’s Premier Li Keqiang signed a memorandum of understanding with Pakistan on the building of a transport corridor through the disputed territory, Mathai said: “Our views have been conveyed to the Chinese authorities.  We have serious reservations on it.”  The proposed transport corridor is to link China’s Xinjiang region with Pakistan’s Chinese built and managed port of Gwadar on the Arabian Sea.

    NOTE: Russia’s ambassador in India, Alexander M Kadakin, said on 23 May that Russia does not “feel comfortable” at the way in which India’s “newly acquired partners” were now being treated as favourably as Russia with regard to defence tenders.  He said: 

    “Russia does not exactly feel comfortable when attempts are made to put us on the same shelf with others as regards opportunities for future contracts and tenders under the guise of equal chances for all including several newly-acquired partners or contract-seekers who had clamped sanctions against India."

  • Risk pointers

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    *** Chavez successor puts workers in uniform, uses troops as police.  On 22 May, Venezuela’s new president, Nicolas Maduro, announced in an address to the first class of graduates from the Universidad Bolivariana de los Trabajadores (UBT), that he had ordered the military high command to proceed as rapidly as possible to establish a workers’ militia, to be called Milicia Obrera Bolivariana (MOB).  This, he said, would fill the need to strengthen “in face of fascism and the bourgeoisie, the worker-military alliance — the alliance of the Bolivarian national armed force (FANB) with all the workers of the fatherland”.

    Maduro added: “The working class will be ever more respected, and all the more so if the workers militias have 300,000, 500,000, one or two million workers in uniform, armed and trained for the defence of the fatherland”.  The authorities of the Universidad Militar Bolivariana and the UBT have been ordered to get together so that the workers and their teachers should attend the military academies and go to the factories, in order to set in motion a process of “civic-military self-formation".

    The workers’ militia initiative came two weeks after Maduro had announced the launch of a new anti-crime drive, the 20th since the beginning of Chavez’s first term in office in 1999.  This drive involves the deployment of the military in ‘pilot’ areas around the country.  According to Maduro, the officers of the armed forces had shown great enthusiasm for going out “in a civic-military union to protect the people”.  Interior & justice minister, Miguel Rodriguez Torres (a retired general who served previously as head of Sebin, the national intelligence service), explained that the new plan, codenamed “Patria Segura” (Safe Fatherland), would involve the deployment of about 3,000 members of the three armed services in 500 ‘pilot’ areas across the country.  The first of these, he said, would be two municipalities in the opposition-ruled state of Miranda: Sucre and Baruta. 

    Maduro has been making great efforts to ensure that the armed forces remain the bulwark of the regime. In early May, he announced the launch of a ‘special mission’ to improve social benefits for the military as well as pay.

    *** Tunisian salafists.  Tunisia, where the Arab Spring began, is now thought to be home to between 3,000 and 4,000 jihadist Salafists.  The jihadist strongholds include neighbourhoods in the western suburbs of Tunis.  The feeling among local sources is that the Muslim Brotherhood-connected Ennahda movement, which leads the coalition government, cannot long defer a showdown with the jihadists.  In February, the assassination of leftist leader Chokri Belaid by jihadists led to the resignation of the former prime minister and the replacement of three important ministers from the Ennahda party with technocrats.