Courcy's Intelligence Brief - 30 October 2013

Items

  • A profound realignment in the Middle East

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    The Middle East kaleidoscope has been shaken up so vigorously that it is still very difficult to make sense of the emerging patterns.  Nevertheless, this week we attempt to bring some order to the chaos. 

    As we have discussed in depth on a number of occasions in recent weeks, the most important development is the evolution of US policy.  As the US’s performance over Egypt shows, it really doesn’t know what it wants when it comes to the domestic direction of Arab politics; it has no clear plan for what the post-Arab Spring Middle East should look like (which is not necessarily a bad thing, as Arab solutions are likely to be more durable than imposed solutions).  However, the US most definitely knows what it does not want, and that is further war.  This led it to grasp the Russian-proffered lifeline for avoiding war in Syria after the Assad regime’s use of chemical weapons; and it is behind the push for a negotiated settlement with Iran over its nuclear programme.

    The United States bought into the Russian plan for Syria because it offered a non-interventionist way forward, and it has bought into what one might call the Shimon Peres optimism over Iran.  At a conference organized by the Jerusalem Post last week, the Israeli president said: “Young angry Iranians voted Iranian President Hassan Rowhani into office not because he is a revolutionary, but because they believe that Rowhani is a moderate who will bring Iran into the modern world.”  The Obama administration wants this to be true, and it has grasped the opportunity offered by the election of Rowhani to avoid war as enthusiastically as it grasped the Russian alibi for avoiding military conflict in Syria.

    The principal consequence of this, as we have emphasized strongly over recent months and is now fully understood, is to leave Saudi Arabia looking isolated and vulnerable.  The key point for Saudi Arabia is that it is threatened as much if not more by a rehabilitated Iran as by a pariah Iran, even one that is developing nuclear weapons.  With 79m people, Iran has nearly four times the population of Saudi Arabia (26.5m, including 5.6m non-nationals), and Ayatollah Khamenei has expressed a desire to expand Iran’s population to as much as 150m.

    Iran poses a threat through its support for the Arab world’s minority Shia, which enables it to exercise a powerful influence in Iraq, Syria, and Lebanon and to exercise a destabilizing influence in Bahrain and potentially in eastern Saudi Arabia as well.  This influence would persist, and perhaps strengthen, even if Iran were to moderate its domestic and foreign policies.

    Indeed, the Saudi royals will well remember the very different threat that secular Iran under the Shah posed.  In the late 1960s the Shah reportedly wrote to King Faisal urging him to modernize Saudi Arabia, saying: “Please, my brother, modernize.  Open up your country.  Make the schools mixed women and men.  Let women wear miniskirts.  Have discos.  Be modern.  Otherwise I cannot guarantee you will stay on your throne.”  Of course, in the end, it was the Shah of Iran who lost his throne, not the Saudi king, but the threat to Saudi Arabia of a modernizing post-revolutionary Iran would not be dissimilar.

    There is, of course, every possibility (indeed, probability) that the present attempt at reconciliation between the US and Iran will end in failure, possibly even to the extent of involving US military action.  But, according to well-placed sources we have consulted, the damage between the United States and Saudi Arabia has already been done and cannot be undone.  It is clear to Riyadh that the US (like all great powers) has competing interests to balance, and protecting the status quo in Saudi Arabia is no longer (to Washington) sacrosanct.

    And it is not just that Washington has other strategic priorities (such as avoiding further military engagement in order to facilitate the pivot to Asia), it is also that there has long been a latent streak of anti-Saudi feeling on both the right and the left of the US policymaking elite and this is once again gaining traction, partly as a result of the Arab Spring enthusing the left and partly because of declining US dependency on imported Mideast oil enthusing the right.

    The opposition of the American left, particularly the human-rights lobby, to Saudi Arabian conservatism is well known.  Less well known is the streak of anti-Saudi feeling on the right of American politics.  But as Saudi Arabia continues to lose ground in Washington over the Syrian and Iranian questions, it is certain that some will be recalling the incident in 2002 when – from the neo-conservative perspective – a Rand Corporation analyst called Laurent Murawiec made a presentation to a Pentagon advisory board in which he described Saudi Arabia as the “kernel of evil”. 

    Murawiec, it may be remembered, told the Pentagon that Saudi Arabia was “the chief vector of the Arab crisis and its outwardly-directed aggression” and that “the Saudis are active at every level of the terror chain, from planners to financiers, from cadre to foot-soldier, from ideologist to cheerleader”.  He concluded: “Saudi Arabia supports our enemies and attacks our allies.”  It was an incendiary line of argument so soon after 9/11.

    Although Murawiec was clearly a maverick outlier, and once the contents of this briefing were made public he was dropped by Rand, it remains the case that there are influential voices on the right who subscribe to this analysis, or at least a modified version of it. 

    This combination of changing US priorities (including the pivot to Asia, declining oil dependency, war weariness) with a latent streak of strong anti-Saudi sentiment on both the left and right of American politics will ensure that however US negotiations with Iran pan out, relations between Washington and Riyadh are unlikely ever to be quite the same again. 

    So what are Riyadh’s options when faced with declining US support and an increasing challenge from Iran?

    The first, and most important task is to shore up the new/old Egyptian regime and to establish a solid moderate conservative alliance encompassing Saudi Arabia, the Gulf states, Egypt, and Jordan.  This alliance would be opposed in varying degrees to the Muslim Brotherhood, secular liberalism, and Iranian-backed Shia advancement. 

    Naturally the new regime in Cairo is an enthusiastic supporter of this Saudi vision.  Since President Mursi was deposed in early July, Saudi Arabia, Kuwait, and the UAE have pledged more than $12bn to Egypt in loans, grants, and petroleum product shipments.  In return, during a visit to the UAE on 27 October, Egypt’s interim Prime Minister Hazim al-Beblawi described Gulf security as being indivisible from Egypt’s own security. 

    But things aren’t quite that simple for Saudi Arabia.  Egypt is the Arab world’s most-populous state (with a population of 80.7m) with long ambitions to Arab leadership, but it lacks the  means to support such ambitions.  For Egypt, a vulnerable, but still rich Saudi Arabia could be viewed as an unlimited source of funding for its ambitions.

    Which brings us on to Israel.  Saudi Arabia is a strong supporter of the Palestinian cause for two reasons: first for reasons of Arab/Muslim solidarity and, secondly, because of the need to keep the Palestinians focused westwards towards the West Bank and Jerusalem and not eastwards towards Jordan and the vulnerable Hashemite monarchy.  But Israel also performs two important strategic functions for Saudi Arabia.  It provides the ultimate (nuclear) deterrent against Iranian aggression; and, less well-acknowledged, it provides an important physical barrier between people-rich, resource-poor Egypt and people-poor, resource-rich Saudi Arabia.  It is a barrier that Saudi Arabia values even if it is not acknowleged.

    Israel is also an ally of Saudi Arabia when it comes to the Muslim Brotherhood.  The greatest long-term threat to Israel would have been if the Arab Spring had led, as at one stage it looked as if it might, to a Muslim Brotherhood ascendancy across North Africa, Egypt, Syria, and Jordan, and thus to the revival of state-backed threats to Israel’s existence.  Saudi Arabia is as opposed to this prospect as is Israel.

    So, along with building its alliance with Egypt and providing vocal public support for the Palestinians, Riyadh will continue to nurture good behind-the-scenes relations with Israel, not out of love but out of a complete alignment of interests on Iran and a partial alignment of interests on Egypt.

    None of this sounds too problematic for the US, but another important element in the developing Saudi strategy for coping with a Middle East in which it can no longer rely without question on the United States, and in which Iran is gradually rehabilitated, will be to reinforce its alliance with Pakistan and, through it, to redouble its efforts to maximize its influence (and to minimize Iran’s) in Afghanistan, which essentially means bolstering the Taleban.  This, of course, is exactly the type of activity that Murawiec and his neo-conservative sponsors were warning about in the aftermath of 9/11.  Under intense US pressure it has been modified over time. But now, with the US moving towards a rapprochement with Iran, the imperative for Saudi Arabia to put pressure on Iran’s eastern flank is rising once again.  It is an inevitable consequence of the new US policy on Iran, and as Nato prepares to withdraw from Afghanistan in 2014 it is likely to be the area of greatest friction between Saudi Arabia and the US.

    Finally, there is the question of Turkey, with which Saudi Arabia has been at odds over Turkey’s support of the Muslim Brotherhood.  Ankara will continue to support the Muslim Brotherhood, but having seen the MB lose out in Egypt and (most probably) in Syria as well, Ankara is now showing signs of seeking a rapprochement with Iranian-allied Baghdad, and this is something that Tehran is encouraging as Saudi Arabia moves to build its alliance with Egypt.  The fact that the thaw between the US and Iran is helping to facilitate this move by Ankara, just adds to Riyadh’s bewilderment, and fury, at the evolution of US policy.  JdeC.

  • Russian manoeuvres in Central Asia

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    In our 26 September issue we reported on Russian President Vladimir Putin’s 20 September visit to Kyrgyzstan in Central Asia.  We said the visit had “confirmed Russia’s intensifying interest in the region ahead of the Western pullout from Afghanistan in 2014”.  We also noted that Russia’s split with Uzbekistan, which has left the Collective Security Treaty Organization (CSTO) and is looking to strengthen relations with the United States, was also confirmed.  We have more on this.

    Two key agreements were signed during Putin’s visit to Kyrgyzstan.  The first was for extending the term of Russia’s 201st division military base and the second was for the developing of a major hydroelectric project.  At the same time, Kyrgyzstan’s President Almazbek Atambayev confirmed that the US air base at Manas would close in 2014.  Russia has an air base at Kant, a torpedo-testing centre at Issyk-Kul, a naval communications centre, and a seismic centre operated by Russia’s Strategic Missile Troops.  In 2017, a new Russian-Kyrgyz military base will open in Osh.

    The heavyweight Russian newspaper Nezavisimaya Gazeta commented on 24 September: “Russia’s policy in Central Asia is gradually evolving.  The intertwining of economic decisions and military agreements...clearly reflects the Russian Federation’s stepped up activity in Central Asia.  The configuration of Moscow-Bishkek-Dushanbe [Russia-Kyrgyzstan-Tajikistan] is taking on a clear form.”

    But these moves stirred up anti-Russia passions in Uzbekistan, where there has been talk of a Russian conspiracy to control the waters of Central Asia (Kyrgyzstan and Tajikistan are upstream of Uzbekistan) and to use this control to punish Uzbekistan for leaving the CSTO.  Uzbekistan’s President Islom Karimov even raised the spectre of water wars, and at the recent UN General Assembly Uzbekistan’s foreign minister raised the issue of Kyrgyzstan’s hydroelectric projects.

    Uzbekistan’s fears are growing as Russia steps up its rearming of Kyrgyzstan.  On 2 October, the chief of Russia’s General Staff, General Valeriy Gerasimov, made public a list of armaments that would be supplied to Kyrgyzstan under a $1bn military aid package.  Russia has said the arms are part of the preparations for Nato’s withdrawal from Afghanistan in 2014, but Kyrgyzstan does not have a border with Afghanistan and the main motive for rearming the country is seen to be a Russian desire to counter Uzbekistan’s drift away from Moscow.

    Another Russian motive for arming Kyrgyzstan and Tajikistan is the desire to pre-empt any US attempt to use surplus arms from Afghanistan as a means of gaining influence in Central Asia after the Nato pullout.  A Russian government source was quoted by Kommersant as saying: “American instructors and engineers might have come along with the US equipment.  The US influence might have inevitably increased in the region.  Now an obstacle has been put in this path.”

    Unfortunately for Russia, it is feared that Uzbekistan (which already has the strongest army in the region) is likely to receive modern Nato equipment following the withdrawal from Afghanistan.

    One well-placed Russian source says: “The military aid to Tajikistan and Kyrgyzstan is a signal to Tashkent [Uzbekistan] that a path chosen by it towards military rapprochement with the US will be met with punishment.”  In support of this, Kyrgyz troops are being redeployed from the Chinese border to the south along the borders with Uzbekistan and Tajikistan – and there has been an increase in Russian border officers deployed in Osh near the Uzbek border.  Kyrgyzstan is also talking to Russia about building a new CSTO military base in either Osh or Batken and a new Russian base in Osh.

  • Risk pointers

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    *** India reinforcing border infrastructure against China.  The Indian news agency PTI reported on 27 October than India is planning to build 14 strategic railway lines close to its borders with China and Pakistan.  In addition, it is constructing 73 new roads, with a total length of 3,812km, along the Line of Actual Control (LAC) with China.  This news follows on from the admission to parliament last month by Defence Minister AK Antony that China has a “superior” infrastructure along its side of the border.  Antony described this state of affairs as a “collective failure”.  He said: “I have no hesitation to say that China is in a better position than India in terms of border infrastructure.  It is a mistake; it is all of us who are to be held collectively responsible for it.  It is a historical legacy.”

    *** Japan courting Russia as tension with China rises.  As the name calling between China and Japan over the disputed Senkaku/Diaoyu Islands continues to escalate and get more dangerous, Japan is boosting defence ties with Russia.  The defence ministers of Russia and Japan are to meet in Tokyo on 1 November and they are expected to confirm increased exchanges between their defence forces.  The envisioned exchanges will include mutual visits to air bases by air force personnel and new joint exercises between ground forces.  Until now, only their respective navies have had exchanges. 

    The new exchanges may not be dramatic, but they are in stark contrast to the state of relations between Japan and China.  On 29 October, the Chinese foreign ministry told Japan to “stop hyping” the military threat from China and to explain the true intent of its own military build-up.  

    On 27 October, Japan’s Prime Minister Shinzo Abe warned China about continuing incursions into Japanese waters around the Senkaku Islands, and rather ominously said: “We will demonstrate our intention not to allow a change in the status quo.”  In an address to Ground Self-Defence Force troops, Abe also said: “I would like you all to discard the notion that the existence of defence forces itself can act as a deterrent.”

    *** Lebanon experiencing “civil war”.  Israel’s Defence Minister Moshe Yaalon said on 24 October that there is now a civil war in Lebanon between Hezbollah and Sunni jihadists from Syria.  He said: “To those who are not yet aware, there is already a civil war in Lebanon.  Global jihad, which has infiltrated Lebanon and is attacking Hezbollah, is blowing up car bombs in Dahia and is firing rockets at Dahia and the Bekaa Valley.