Courcy's Intelligence Brief - 30 November 2011

Items

  • Israel continues to prepare for the worst

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    If our assessment of Russia’s latest moves is correct (see following briefing), the Middle East equation has just become considerably more complicated as the prospects for an early return to stability remain remote.

    The overall picture is fairly clear.  The Arab Spring is ushering in a period of possibly prolonged Muslim Brotherhood ascendancy.  The MB–affiliated Ennahda party won the first of the Mideast’s post-revolutionary elections in Tunisia.  The MB-affiliated Justice and Development Party (PJD) has emerged as the strongest party in Morocco following elections there.  And the Muslim Brotherhood will almost certainly become the largest party in the Egyptian parliament following the elections that began on 28 November.  This latter development means, in turn, that the MB-linked Hamas group will be strengthened in the Palestinian territories, increasing its influence in the West Bank to go with its dominance of the Gaza Strip.  The alternative to the Alawite regime of President Bashar al-Assad in Syria is the Muslim Brotherhood, and the MB is gaining in strength in Jordan where King Abdullah is struggling to maintain stability in a rapidly changing Middle East. 

    Alongside this, Iran is set to increase its ascendancy in Iraq following the end-year withdrawal of US troops.  And now, with Russia’s determination to back Assad against both Nato and Turkey (see following briefing), there is a likelihood that Iran will retain its influence in Syria and Lebanon.  Meanwhile, there are signs of a rekindling of Shia unrest in Saudi Arabia and Bahrain.

    Into all this must be factored the actions of an increasingly worried Israel, and not just with regard to the Iranian nuclear programme.  On Egypt, there is a concerted effort to play down the possibility of a breach, but the fears of what could happen continue to emerge from various corners.  On 23 November, for instance, former deputy IDF chief of staff Maj-General Uzi Dayan said during a security conference at Bar-Ilan University that it may become necessary to mobilize a counter-terrorism intervention force for the Sinai.  An even more apocalyptic view was put by Professor Eytan Inbar, the head of the Begin-Sadat Centre that organized the conference.

    Professor Inbar warned about a possible collapse of law and order in Egypt.  He said: “The collapse of law and order will allow terror groups to rise up.  We could find ourselves in an Islamic lake.  Turkey is not our friend...Syria was not our friend and will not be our friend under a new regime with an Islamist influence.  Lebanon is controlled by Hezbollah.  Sinai could turn into Somalia.”

    Israel’s new multi-year ‘Halamish’ defence programme (which is itself under review) goes beyond the previous Tefen plan in adding potential threats from the West Bank and Egypt to the established threats from Iran, the northern front (Syria and Lebanon), and the Hamas-ruled Gaza Strip.  The Halamish plan says: “There is an increasing probability of conflict on multiple fronts.” 

    Many influential voices in Israel are still arguing that the Camp David peace treaty will survive the transition in Egypt, not least because of the economic benefits to Egypt of peace.  This is a valid point.  Egypt could lose $1.65bn in aid from the US if it abrogated the treaty at a time when the newly elected government has to cope with a collapse in tourism revenue by 25%, a near 70% decline in foreign direct investment, and economic growth down to 1.8% from 6%, which is only just above the rate of population growth of 1.7%.  Nevertheless, there are ways short of abrogating Camp David in which the new Egypt could become problematic for Israel, such as in its support for Hamas or if, as Professor Inbar warns, it were to lose control of Sinai.  And there is nothing hypothetical about the mounting dangers on the other fronts.  Israel has no option but to prepare for the worst, which is in itself, of course, destabilizing.  JdeC.

  • Russia steps up its challenge to the West

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    Two weeks ago we warned against the prevailing assumption that Russia’s anti-Western outbursts (over Libya and missile defence, for instance) could be safely ignored, that they were just bluster mostly aimed at boosting nationalist support for the government in the 4 December elections.  The past week has seen a further ratcheting up of Russian concerns over Nato’s missile-defence plans, and the impression that Russia is serious about challenging the West has been reinforced by the news that it is sending warships to the Eastern Mediterranean, and they may include a visit to the Syrian port of Tartus in order to, as a former navy chief of staff put it, “prevent the outbreak of an armed conflict” - in other words to prevent a Nato intervention in Syria.

    There is no doubt that the Duma elections have been a factor in the Kremlin’s increasing anti-Western rhetoric in recent months, but they are not that important.  There is no serious threat to the ruling United Russia party, even if some opinion polls suggest it could lose its ‘constitutional’ majority which gives it free rein in parliament.  Only four parties are currently represented in the Duma – United Russia (315 out of 450 seats), the Communist Party (57), the Liberal Democratic Party of Russia (40), and A Just Russia (38) – and none of them provides or will provide any serious opposition to Vladimir Putin.

    The ruling United Russia’s platform is one of political and socio-economic stability, a strong role for the state in all aspects of domestic and economic policy, and the restoration of Russia as a superpower.  While the Communist Party opposes United Russia domestically, being strongly against the ‘financial oligarchy’, on foreign policy it has followed the government line on most issues, including the 2008 war with Georgia and opposition to the expansion of Nato’s anti-missile shield.  It has seldom criticized either Putin or President Dmitriy Medvedev (who is now to become prime minister).

    The Liberal Democratic Party, likewise, seldom if ever criticizes Medvedev or Putin, and it too believes in a strong Russia.  Its leader Vladimir Zhirinovskiy describes the party as appealing to people “who support a strong state, patriots and nationalists, political and cultural conservatives campaigning against the erosion of faith and morality, and are to a greater or lesser extent anti-Western”.  The fourth party, A Just Russia, also expresses its support (and even admiration) for Putin, although it tries to put itself forward as a social democratic movement.

    It can certainly be argued that it is logical for the government to be stepping up its anti-Western rhetoric as the election approaches in order to ‘out-patriot’ the opposition.  But, if this were the explanation, it would still be only marginally comforting given the consensus among the main parties.  They are all in agreement about the need to restore Russia’s international status by standing up to Nato.  The second point is that Putin does genuinely believe that Nato’s propensity to stretch UN Security Council resolutions, as with Libya, and the development of its anti-missile shield, undermines Russian interests.  The messages coming out of the Kremlin are not being manufactured just for electoral effect.

    The latest Russian response to Nato’s anti-missile plans came with a statement by President Medvedev on 23 November.  His main point was that Russia has suggested a joint-development of the anti-missile shield and the creation of “a common security perimeter” for Europe but that the US and Nato have rejected this and have refused to provide any legally binding assurances that the shield is not aimed at undermining Russia’s strategic deterrence.

    Medvedev’s statement reiterated that if Nato takes Russia’s interests into account then “we will be able to reach an agreement”.   However, if Nato does not, then Russia will take five steps to counter the effects of the missile plan.  These are to:  

                    - immediately put on combat duty a missile-attack warning radar station in Kaliningrad.

                    - strengthen “as a matter of priority” the protection of Russia’s strategic nuclear forces.

                    - upgrade Russia’s strategic ballistic missiles with systems for overcoming missile defence.

    - develop contingencies for the destruction of Nato’s missile-defence system.

    - deploy, if the above are not sufficient, modern offensive weapons systems in the west and south of the country which “will ensure the destruction of the European component of the missile defence system”.

    Beyond these five measures, Medvedev said that Russia reserves the right to abandon further steps towards disarmament and arms control and to leave the Strategic Arms Reduction Treaty (Start).

    Following Medvedev’s statement, the absence of any obvious signs of a willingness to compromise by Nato has led to further expressions of anger from Russia.  For instance, Dmitriy Rogozin, Russia’s permanent representative to Nato, has drawn parallels between the dispute over Nato’s missile-defence shield and the 1962 Cuban Missile Crisis.  Speaking on 28 November, he said: “The Americans are effectively doing what Krushchev did in the 1960s.  They are now deploying their missiles and their weapons near our borders.”  He added that “the Americans still have the imperial logic of the Cold War” and that “the less we manage to agree with each other because of the absolutely stubborn position of Washington at these talks, the more our military-technical response will be”.

    Rogozin also reiterated what is a common position throughout the Russian political spectrum, namely that “only the strong and self-confident are respected in this world” and that military strength should be at the heart of Russia’s drive to restore its greatness.  He said: “We should stop babbling about our former greatness.  It is time to restore a new strong and powerful Russia, a new Russian greatness based on the ability to foresee the future and the muscle that should guarantee the country’s defence capability.”

    Rogozin’s words are reflected in the budget allocations for 2012-2014.  Defence spending in 2012 is planned to be $65bn, which is 20% higher than 2011.  In 2013 it will grow further to $81.7bn (+25%), and to $96bn (+17.5%) in 2014.  If implemented, these are colossal increases, taking the defence share of the budget from 14.6% in 2012 to 18.8% in 2014.

    This all points to an extended period of tension between Russia and the West.  However, of more immediate concern is Russia’s despatch of warships to the Eastern Mediterranean.  There is some confusion over what is intended, but the Russian battle group will consist of three vessels led by the aircraft-carrying missile cruiser Admiral Kuznetsov, and whether or not they visit the Syrian port of Tartus the effect will be to bolster Syria’s President Assad.

    Russia says the move was planned a year ago, and Russia’s Chief of the General Staff, Nikolay Makarov, has said this week that the expedition is solely for the purpose of long-planned exercises and not linked to Syria.  However, given Russia’s strong opposition to Nato interventionism, the timing is fortuitous.  As former Chief of Naval Staff Admiral Viktor Kravchenko told the Russian newspaper Izvestia earlier this week, the presence of a military force other than Nato’s is very useful because “it will prevent the outbreak of an armed conflict” – in other words a Nato intervention in Syria.

    This week has also seen Russia’s Foreign Minister Sergey Lavrov speaking out strongly against an arms embargo on Syria.  Once again, he has been drawing on the experience of Libya to explain Russia’s opposition.  He pointed out that the arms embargo on Libya only worked because it was imposed on the regime but not on the rebels, who continued to receive arms from France and Qatar.  Lavrov said Russia will respond to calls for an arms embargo on Syria by “taking into account the experience that has accumulated in the Libyan example and taking into account how some of our partners behave.”  The disenchantment with Nato over Libya has clearly not faded.

    Russian sources say that while Russia is being cautious about any expanded purpose for its naval expedition to the Eastern Mediterranean, it is nevertheless putting out a clear message, namely: ‘Syria is a Russian ally; keep your hands off’.  Or, as Lavrov said on 29 November: “The most important thing is to stop exercising ultimatums and [to] transfer the situation into the political field.” Intriguingly, these same sources also say that a message has been sent to Ankara warning Turkey that if it goes too far in Syria then Russia could reactivate its support from the Kurdistan Workers’ Party (PKK) guerrillas.

  • India-China in spat over Dalai Lama and borders

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    India-China border talks scheduled for 28-29 November were cancelled by China because of the hosting of an international Buddhist conference in New Delhi to be addressed by the Dalai Lama, the exiled Tibetan leader.

    The cancelled border talks will be rescheduled, however China’s move to cancel the talks is an indicator of the ever-present potential for deterioration in India-China relations.  China had tried to insist that India prevent the Dalai Lama attending the conference, but India refused.

    On 28 November, India’s Defence Minister AK Antony faced questioning in parliament about border issues. Thirty-two members of the Indian parliament raised the question of China’s build up of infrastructure in border regions.  Antony said: “Required measures are being undertaken to upgrade our capabilities to achieve the desired defence preparedness to safeguard sovereignty, territorial integrity, and security of India.”  He also said that India was constructing strategic infrastructure “in the north-eastern region in areas close to the international border with China”.

    On 23 November, India’s Foreign Secretary Ranjan Mathai told a conference at the National Defence College that India’s security interests extended from East Africa to the South China Sea and it would continue with exploration plans in the South China Sea despite Chinese objections.  He said: “India and China, as two large, growing economies with overlapping areas of interests are bound to cooperate and compete simultaneously.”

  • Risk pointers

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    *** Gaza looks to Turkey to restore Ottoman legacy.  In a highly symbolic move, the Hamas administration in the Gaza Strip has reportedly asked Turkey to construct 15 Ottoman-style mosques in the Gaza Strip and to restore or rebuild 162 mosques damaged in the conflict with Israel.  Gaza was a part of the Ottoman Empire from 1516 until 1917.

    *** Israel prepares for CBRN attacks.  Israel is to hold a series of exercises in the coming months to prepare the population for a possible attack using chemical, biological, radiological, or nuclear weapons (CBRN). 

    This week there is the annual Orange Flame exercise for a biological attack, which will be held in Tiberias, Afula, and Nazareth.  Part of the exercise will entail doctors trying to identify the agent used from the symptoms presented by casualties.  Another exercise, to be held in January, will simulate a ‘dirty bomb’ attack in Haifa.  Concerns about a terrorist attack using chemical weapons have increased as a result of the unrest in Syria, which is thought to have an arsenal of chemical weapons including mustard gas, sarin, and VX gas.

    *** Russian popular opinion split on Nato.  Russia’s ruling elite (see today’s second briefing) is deeply suspicious of Nato.  However, public opinion seems to be more or less evenly divided, according to an opinion poll carried out by the All-Russia Centre for the Study of Public Opinion (VTsIOM). 

    Thirty-four per cent of respondents to a recent survey said that Nato represents a threat to Russia, down from 41% in 2009.  This is the same percentage of people who do not see Nato as a real danger.  On the other hand, only 8% of Russians view Nato as a partner for Russia.

    *** Indian allegations fuel Pakistani suspicions after Nato attack.  The Nato attack just after midnight on 26 November on two border posts in north-west Pakistan killed 24 soldiers and has sparked a major breach between Pakistan and Nato.  Interestingly, there is an Indian angle to the controversy.  On the same day as the attack, India issued a statement accusing Pakistan of violating the ceasefire along the Kashmir Line of Control by firing at three Indian border posts.  Also on the same day, India’s External Affairs Minister SM Krishna called for Pakistan to bring the perpetrators of the Mumbai terror attack to justice swiftly.  Some in Pakistan have seen this as evidence of a “synchronized” move by Nato and India to put pressure on Pakistan.  An editorial in the pro-military Pakistan Observer said: “Both the Indian statements synchronize with the Nato air attacks which reflect a bigger Indo-US design to weaken and destabilize Pakistan which they consider as the main hurdle for imposing hegemony in the region.”  It added that the statements “clearly indicate that [India] is in league with the US in acts against Pakistan”.