Courcy's Intelligence Brief - 3 October 2012

Items

  • Netanyahu's red line

    LatinNews 03 October 2012 Hits: 757

    Our understanding of Israeli Prime Minister Binyamin Netanyahu’s speech last week to the UN General Assembly is that he gave some ground, but not much.

    Until his 30 September speech, the focus of concern was over what Defence Minister Ehud Barak termed Iran’s “zone of immunity”.  This was interpreted as meaning the point at which Iran’s nuclear programme would become invulnerable to an Israeli military strike because, inter alia, the development of its deep underground facility at Fordow.

    Netanyahu did not mention this in his speech to the UN, and some have seen this as a retreat.  More likely it is an irrelevance given the definition that Netanyahu has now given to his red line.  His new target is the point at which Iran has sufficient medium-enriched uranium to move towards the final enrichment phase.  The point is, argued Netanyahu, that it takes many years to enrich uranium for a bomb, and to do so requires thousands of centrifuges operating in very big industrial plants.  As Netanyahu said: “Those plants are visible and they’re still vulnerable”.

    However, he argued, the facility needed to assemble a warhead “or a nuclear device that could be placed in a container ship” would be very small, and quite possibly impossible to locate even with the best intelligence.  So, Netanyahu concluded, “the only way you can credibly prevent Iran from developing a nuclear weapon is to prevent Iran from amassing enough enriched uranium for a bomb”.

    To make sure everyone understood, he said again: “The relevant question is not when Iran will get the bomb.  The relevant question is at what stage can we no longer stop Iran from getting the bomb.  The red line must be drawn on Iran’s nuclear enrichment programme because these enrichment facilities are the only nuclear installations that we can definitely see and credibly target.”

    But how much enriched uranium is too much?  In order to manufacture a nuclear weapon, Iran needs to have 25 kg of uranium enriched to 90%.  To achieve this, it first needs 250 kg of uranium enriched to 20%.  At the moment it is believed to have 190 kg of 20% enriched uranium.  Given that Iran is currently enriching 15 kg per month to 20%, it could therefore have enough medium-enriched uranium to move on to the final stage within as little as four months.  Even if, as has been suggested, half of the 190 kg of 20% enriched uranium is earmarked for conversion into research-reactor fuel, that would only stretch out the timescale to 10 months.  From the moment Iran has the required stockpile of 250 kg of 20% enriched uranium, Netanyahu warned the UN, “it’s only a few months, possibly a few weeks, before they get enough enriched uranium for the first bomb”.

    Having explained this, Netanyahu reiterated that the red line should be drawn “before Iran completes the second stage of nuclear enrichment necessary to make a bomb”  - in other words possibly within as little as 4 months and not more than 10 months.

    This is still very much earlier than is implied by the US commitment to prevent Iran from acquiring a nuclear weapon.  Iran will still need a considerable amount of time between amassing the required amount of enriched uranium and fashioning a deliverable nuclear weapon.  According to the head of the Nuclear Weapons Project at the Stockholm International Peace Research Institute, Shannon Kile, “we are talking about several years...before Iran could develop a nuclear weapon and certainly before they could have a deliverable nuclear weapon”.

    A similar timescale has been put forward by a group of former senior US officials, including former national security adviser Zbigniew Brzeznski and former Deputy Secretary of State Richard Armitage, who said in a report published last month: “Additional time – up to two years according to conservative estimates – would be required for Iran to build a nuclear warhead that would be reliably deliverable by a missile.”

    Much the same estimate has been put out by the London-based International Institute for Strategic Studies (IISS), which points out that Iran will need time to convert uranium gas to metal, to design a nuclear triggering device, and to produce and fit spherical explosive lenses.

    The point is that although Netanyahu did appear to backtrack a little at the UN, certainly to the extent of making an attack before the US election almost impossible, it was not by much – and his view of the ‘red line’ that must not be crossed is still considerably more aggressive than the US’s.  Furthermore, he has now staked his reputation – and Israel’s credibility – on this threshold.  Although other interventions short of military could extend the period, we would consider this to be a ‘red line’ to which subscribers should pay the closest attention.  JdeC.

    NOTE: If elections in Israel were held today, a poll published last week found that Netanyahu’s Likud would win 28 seats (compared with 25 in the previous poll and 27 at the last election), while Labor would win 20 seats (compared with 21 and 13).

  • Sinai an increasing dilemma for Israel

    LatinNews 03 October 2012 Hits: 735

    In our 12 September issue, we looked at growing Israeli fears about the direction of Egypt under its Muslim Brotherhood president, Muhammad Mursi.  Last week, while in New York for the UN General Assembly, Mursi reportedly told France’s President Francois Hollande that Israel is in violation of the Camp David accords with Egypt.  Although Mursi emphasized that Egypt, under his Muslim Brotherhood government, would adhere to the peace treaty, his remarks can only have added to the disquiet in Israel about the future of relations with Egypt.

    On the sidelines of the General Assembly, Mursi reportedly told Hollande: “All the agreement’s [Camp David’s] stipulations need to be adhered to.  Granting rights to the Palestinians is part of the agreement, and Israel at the moment is not honouring this clause.”

    In addition to demanding more Israeli action on the Palestinian front, Mursi has also raised the question of remilitarizing the Sinai.  On 13 September, his aide Mohammed Esmat Seif Al-Dawla said that the Camp David treaty 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.”  Sinai looks set to become a running sore between Egypt and Israel.

    The Sinai is an intensely complicated issue for Mursi.  Under the Mubarak regime, the Bedouin were sidelined and immigration from the Nile Valley was encouraged.  The total population of the Sinai is 565,000, of which 300,000 are Bedouin.  Some 400,000, including the 145,000 inhabitants of the capital El Arish and its surrounds, live in North Sinai.  The 165,000 population of South Sinai is largely nomadic.

    The key point about the Bedouin, as a recent Chatham House paper (Sinai: the Buffer Erodes) emphasized, is that ethnically and historically they have closer ties with the Arab populations to their east than to the Nile Valley.  In particular, they are very close to the Gazan Palestinians, a closeness which has been strengthened by the 40,000 Gazan refugees/migrants in Rafah, Sheikh Zuwayed, and El Arish.  Up to a third of Gazans have Bedouin family connections, with the Bedouin influence particularly strong among the leadership of Hamas.

    The danger to Cairo of an alienated Bedouin population has been compounded by the large amounts of weaponry, including heavy weaponry, that has found its way to the region, particularly since the downfall of the Gaddafi regime in Libya.

    For Mubarak the answer was to try to marginalize the Bedouin and to swamp them with immigration.  For the Muslim Brotherhood regime in Cairo, which is traditionally close to Hamas, an entirely different scenario now presents itself, namely to rebuild ties with the Bedouin as a means of extending Egyptian influence eastwards.

    The fact that it is the armed Bedouin and various Islamists who are creating the unrest that Cairo is now trying to use to justify a renegotiation of the Sinai demilitarization provisions of Camp David complicates the strategy but does not negate it.  The Muslim Brotherhood wants a political not a military solution to Bedouin unrest.

    All of this is being watched with disquiet by Israel, which fought wars in the Sinai five times in its first 25 years of existence as a state - in 1948, 1956, 1967, and 1973 – before the 1979 Camp David accords established peace for the past 33 years.

    The dilemma for Israel is that if it refuses Cairo’s desire to re-establish full control over the Sinai it could face increased terrorism from a pro-Gazan well-armed population which is increasingly offering a welcome to extremist jihadists.

    On the other hand, if Israel lets Cairo re-establish full control over the Sinai, it will be a Cairo that is prepared to accommodate and use the Bedouin’s Gazan connections, not one seeking to extinguish Bedouin influence under a tide of Nile Valley immigration.  Such a development could only embolden Hamas.

    Some in Israel say that the plus side to allowing full Egyptian control of the Sinai would be that Gazans could be made to look more and more towards Egypt and less towards the West Bank, but that would be a considerable gamble.  And any future Israeli action against Gaza would then run far greater risk of an Egyptian response.

    NOTE: The head of the Hamas Politburo, Khaled Meshal, is stepping down after 16 years and the struggle to succeed him is under way.  A key component of this struggle is opposition to Meshal’s desire for a reconciliation with mainstream Fateh faction of the PLO in the West Bank.  On the other hand, Meshal still seems to have the support of Hamas’s armed wing, the Izz-al-Din al-Qassam Brigades.

    Meshal’s decision to step down came after strong attacks on him by Hamas leaders Mahmud Zahhar and Khalil al-Hayeh, both of whom opposed his moves towards Fateh and both of whom are close to Iran.  Iran is said to have cut off ties with Meshal after he left Syria.  The leading candidates to replace Meshal are his deputy Abu Marzuk (another relative pragmatist) and the hardliner Saleh Arouri.

  • Doubts that Chavez supporters would accept defeat

    LatinNews 03 October 2012 Hits: 693

    On 7 October, Venezuela’s President Hugo Chavez is seeking re-election for a presidential election that will keep him in power until 2019.  He is by no means certain of victory over his main opposition rival, Henrique Capriles Radonski.  The election looks as if it will be very close, with the abstention rate representing a big risk for Chavez.  However, the ability of the ruling Partido Unido Socialista de Venezuela (PSUV) to mobilise turnout on the day should not be underestimated.  As Ramon Avelledo, of the opposition Mesa de la Unidad Democrática (MUD), has pointed out: the Venezuelan election is free, but not entirely fair.  Also, if Capriles does win, the possibility of unrest and military dissent cannot be ruled out.

    The government says that, according to its polls, Chavez is set for a clear victory.  However, Chavez has been suggesting that the opposition is preparing not to recognise the result and could even resort to violence upon a defeat on Sunday.  Going further, Chavez’s left-wing colleague, President Rafael Correa of Ecuador, has warned: “There is a campaign of manipulation to create doubts about the result.”  Also, on 1 October at the UN General Assembly in New York, Jorge Valero, Venezuela’s ambassador to the UN, warned of radical opposition plans to disrespect the election result, which he stated would be won by Chavez.

    Although the talk from government supporters has been of the opposition not accepting a Chavez victory, the effect has been to raise doubts about how Chavez supporters, particularly in the army, will react to a Capriles victory.  People are recalling that the defence minister and former head of the Venezuelan armed forces (FAN), General Henry Rangel Silva, said in November 2010 that the army would find it “very difficult” to accept an opposition government.  This week, Rangel Silva attacked Capriles’s declaration that he would appoint an active general as his defence minister by saying: “How can he say that he is going to nominate an active general when his plan of government disarticulates the armed forces?  I don’t think there is a general active who would lend himself to disarticulate the Bolivarian armed forces.”

    Our own sources point out that there are two distinct currents in the army ahead of the 2012 polls.  Major General Wilmer Barrientos, the head of the army’s operational command and director of its electoral security mission, has been very clear that the army will facilitate a peaceful “democratic celebration (fiesta)” in which citizens can have confidence.

    In contrast, General Cliver Alcala Cordones, the commander of the Fourth Armoured Division and the Maracay military garrison (Aragua) and a known hard-line ‘Chavista’ - who like Rangel Silva has been blacklisted by the US treasury for alleged links to drug traffickers and left-wing Colombian guerrillas - stated earlier this week: “We are proud to belong to a moralised national Bolivarian armed force, an armed force always in defence of sovereignty.  An armed force that stopped being an instrument of the oligarchy…to today be part of a people’s revolution.”

  • Risk pointers

    LatinNews 03 October 2012 Hits: 466

    *** Indian warning on Pakistani spy network.  It has been reported in India that last week, Indian counter-intelligence sent a special advisory to police intelligence units and special branches in southern India warning about Pakistani spy activity.

    The advisory said that Pakistan had developed a “formidable” network in Sri Lanka with a view to spying on key Indian defence and strategic installations in the southern region.  The advisory called for “a special drive to target ISI [Pakistani intelligence] backed espionage networks in the area”.

    The advisory notes: “There is specific credible information which suggests that Pakistan’s ISI is now focusing in a big way on expanding its networks in southern India.  This is reflected in some of the recent incidents like spreading rumours to foment communal trouble in the wake of Assam violence...Recent information also reveals that a good network of ISI operatives is working out of Sri Lanka now.”

    *** Russian defence industry to quadruple output.  On 2 October, Russia’s Deputy Prime Minister Dmitriy Rogozin said that the output of Russia’s defence industries will increase by 80% by 2015 and that it will quadruple by 2030.

    Rogozin told the Russia Calling forum: “Taking into account the forecast growth trends, the industrial output of the defence-industrial complex in general will increase by 80% in 2015 [against 2011], by 50% in 2020 [against 2015], by 30% in 2025 [against 2020], and by more than 20% in 2030 [against 2025].”

    *** Nigeria’s Islamist Boko Haram declares war on northern leaders.  The radical Islamist group Boko Haram has declared war on governors and government officials in Nigeria’s Muslim north.  In a video, its leader Abubakar Shekau warned: “This message is for those in authority (emirs, governors, and government officials)...You have no resting place again and no resting time again...You have messed up yourselves and you have messed up your own situation.”

    The video also denied reports that the group is negotiating with the central government, saying “we are not in dialogue with anyone”.

    Shekau claimed that women associated with Boko Haram were being targeted by the security forces, with 7-10 currently in jail where they are being tortured.  He warned that the group would retaliate by focusing on women related to security and state officials.