Courcy's Intelligence Brief - 8 August 2012

Items

  • Iran warns Turkey as Kurdish complications intensify

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    Turkey and the United States have staked a lot on an alliance with Masoud Barzani, the leader of Iraqi Kurdistan.  But the developments in Syria’s Kurdish region and Turkey’s failure to solve its own Kurdish problem are putting strains on the strategy.  Barzani's alignment with Ankara is based primarily on economic self-interest, and although substantial that does have its limitations.  In recent days, Iran has also issued a reminder that it has a role to play in Kurdish politics.

    Turkey has reached four conclusions about the position of the Syrian Kurds.  They are that:

    1.  The advances made in northern Syria by the Kurdish Democratic Union Party (PYD) will lead to the creation of an autonomous entity analogous to Iraqi Kurdistan and which will form links with the Iraqi enclave.

    2.  The PYD is subordinate to the Kurdistan Workers’ Party (PKK) guerrilla group in Turkey.

    3.  Syria’s President Bashar al-Assad has intentionally ceded control of Syria’s Kurdish region to the PYD.

    4.  These developments are supported by Masoud Barzani, the leader of Iraqi Kurdistan, who has until recently been considered favourably by Ankara.

    It is this last point which is of most significance.  For Turkey, maintaining good relations with Barzani has been seen to be the key to controlling the Kurdish question since the time of Prime Minister (and later President) Turgut Ozal in the 1980s and 90s.  The concept behind Turkish support for Barzani was to give the Kurds an alternative to the PKK and to prevent Barzani making common cause with the PKK against Turkey.  More recently, support for Barzani has provided Ankara a way of exerting influence over the pro-Iran Shia government in Baghdad led by Nuri al-Maliki.

    Turkey’s part of the bargain is to offer land-locked but oil-rich Iraqi Kurdistan access to world markets without going through territory controlled by Baghdad.  Enabling the Iraqi Kurds to exploit their own oil resources in this way would enfranchise and enrich the Kurds, but it would also give Turkey a warranty for the good behaviour of the Iraqi Kurds.

    In theory, it is a perfect scenario, and judging by the behaviour of the US oil giants it is clearly one that has full US approval.

    It is thought that Iraqi Kurdistan could produce 1m barrels per day (bpd) by 2014 and 2m bpd by 2019, which would be more than Libya.  Theoretically, the central government in Baghdad has jurisdiction over all oil exports, including from Iraqi Kurdistan.  In return it gives the Kurdish region 17% of the country’s oil revenue.  But Iraqi Kurdistan’s proven oil reserves of 45m barrels amount to more than one-third of the Iraqi total, and the Kurds want a bigger share of the spoils and more control.

    In pursuit of its goals, Iraqi Kurdistan has been trying to reach deals with the world’s oil majors without recourse to Baghdad.  The key indicator about US thinking came in November 2011 when Exxon Mobil signed a deal for six exploration blocks, in contrast to Royal Dutch Shell which had rejected a similar deal four years earlier.  Then in July this year, the US number-two oil giant, Chevron, bought 80% of two blocks from India’s Reliance.  Others, such as France’s Total, sensing the way the wind is blowing, are following suit.

    The oil companies say that their real motivation is the terms on offer from the Kurds, said to comprise 25%-35% in production-sharing contracts compared with 15%-18% on offer from Baghdad in the south of Iraq.  But that the cascade of interest is linked to hopes of a deal between Iraqi Kurdistan and Turkey over access to markets cannot be doubted.  In May, the Kurdish regional government announced a plan to build a pipeline from the Taq Taq oilfield to join the existing pipeline from Kirkuk in Iraq to Ceyhan on the Mediterranean coast of Turkey.

    But now Barzani has angered Turkey with his manoeuvrings in Syria in support of the PKK-linked PYD.  As we said in last week’s issue, Barzani seems determined to wield as much influence as he can over the Syrian Kurds and cannot be seen to be bowing to Turkish pressure.  On the other hand, Turkey offers Barzani his escape route from the clutches of Baghdad, and that would appear to be a policy that is favoured by the United States.

    The US-Turkey policy makes strategic sense.  From the US point of view it weakens the pro-Iran Shia ascendancy in Iraq; from Turkey’s point of view it gives it substantial leverage over the most-important Kurdish entity.  The weakness in the policy is the fact that Turkey has done so little to solve its own Kurdish problem, and when it comes to the Kurdish question, the Turkish Kurds cannot be sidelined.

    Turkey is home to around half of the region’s Kurds, and Kurds make up about 20% of Turkey’s population.  This will be a continuing source of potential difficulty for Turkey’s relations with Barzani.  As one Turkish commentator put it this week: “Unless it [Turkey] changes its approach towards its own Kurds, neither its relations with the Syrians nor with the Iraqi Kurds, including Barzani, will stay free of problems."

    This Turkish failure in turn allows the PKK to flourish and to exploit whatever opportunities the collapse of Syria may bring.  For instance, on 4 August there were simultaneous attacks by the PKK on four Turkish military outposts in the south-eastern province of Hakkari.  Six soldiers and two village guards were killed, along with 14 guerrillas.  After the attack Turkey warned that it would be prepared to launch military operations against the PKK in Syria, as it does regularly in northern Iraq.  Turkey’s Prime Minister Recep Tayyip Erdogan said: “Who knows that we will not do it?  Our three military units are performing exercises on the [Turkey-Syria] border.”

    It was later announced that nearly 130 PKK guerrillas had been killed in Hakkari in the heaviest clashes between Turkish security forces and the PKK in years.

    Finally, there is the Iran factor.  Iran, as stated, is close to the al-Maliki regime in Baghdad.  It is also close to Barzani’s great Kurdish rival, Jalal Talabani, leader of the Patriotic Union of Kurdistan (PUK) and current president of Iraq.  The PUK and Barzani’s Kurdistan Democratic Party (KDP) have a long history of internecine strife going back to the 1970s, and each party maintains total autonomy in their respective areas of control in Kurdistan: the KDP in Arbil and Duhok and the PUK in Sulaymaniyah.  In addition, the PUK inclines towards Iran which, amongst other things, is the second-biggest investor in Kurdistan.

    With this Iranian linkage to the Kurds, Ankara will be taking seriously this week’s warning to Turkey from Iran’s Chief of General Staff Hasan Firuzabadi that Turkey may be “next in line” for Arab Spring-style violence.  Quoted by the Dogan news agency on 7 August, Firuzabadi said that Turkey, following the lead of the Western powers and in cahoots with Saudi Arabia, was responsible for the fighting in Syria.

    Firuzabadi then warned: “If these countries continue with their existing approach to Syria, they should know that Turkey and the others will be next in line.”  The warning is a powerful reminder that however strategically clever the US-Turkey policy on Kurdistan may be, there are large elements beyond their control that could yet wreck their plans.  Barzani is caught in the middle, and his actions over the coming weeks and months could be crucial.  JdeC.

  • US sees more reasons for delay on Iran; Israel unpersuaded

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    The arguments against a unilateral Israeli attack on Iran can now be summarized as fivefold.  They are that an Israeli attack could only be partially successful, delaying the nuclear programme by only a relatively short period; a unilateral attack would hugely strain relations with the United States; there is too much current instability in the Middle East (the Sinai, Syria, the Kurdish question, Jordan’s future, Shia unrest in the Gulf, etc) to risk a further massive escalation; sanctions have only just been ratcheted up to the required degree of severity and should be given time to work; and the political situation in Iran is delicate ahead of next year’s presidential election and nothing should be done to undermine the chances of the reformists.

    The latest indications from informed sources in Washington are that the US would be prepared to launch an all-out assault on Iran’s nuclear infrastructure, but not for 18 months.  This would fit in not just with giving sanctions time to work but with a timetable of waiting to see what the presidential election brings in just under a year’s time, and (if a reformist wins) what compromises a reformist president would be willing and able to accept.

    Those arguing for this timetable are pointing to the fact that moderate hopefuls for the presidency are beginning to put themselves forward on a platform of improved relations with the West.  For instance, Mohammad Reza Khatami, brother of the former reformist President Mohammad Khatami, has already declared: “The best way to put an end to foreign threats against our country is to return to the people’s support [for moderate policies] and to regain their trust.”

    Khatami has been drawing parallels between now and 1997, ahead of his brother’s election.  He points out: “In those days...all the cruise missiles in the Persian Gulf were pointing towards Iran.  It took just one set of elections to turn the missiles away and make the world want to have constructive relations with Iran.  And this is the way forward now.”

    President Khatami’s interior minister, Abdollah Nuri, has been making similar noises, saying: “The harm and pressure being exerted on Iran under the pretext of the nuclear issue have gone beyond limits.  In order to get out of this dead end, the government must adopt a rational and wise decision to safeguard the country’s overall national interests...If maintaining our nation’s right to a nuclear capability means that our other rights and interests are compromised, then we have to think clearly about the consequences of this approach...The people must be the final arbiters regarding the decisions to be made with respect to the dispute between Iran and the West.  They must have the final say.”

    It may also be significant that Nuri appears to be making a priority of adopting a more moderate approach on the nuclear question ahead of other reformist policies such as liberalization and the release of political prisoners.  He has said: “Repeating mantras such as ‘democracy and freedom of speech are good’ and ‘political prisoners must be freed’ will not solve anything.”

    This point about political prisoners is important as two reformist candidates in the 2009 presidential election, Mehdi Karrubi and Mir Hoseyn Musavi, remain under house arrest, and reformists are divided over whether or not to make the release of Karrubi, Musavi and other political prisoners a prerequisite for returning to the political process.   Informed sources say that all Nuri means by his statements on liberalization and the release of prisoners is that reformists should not boycott the elections because of the continuing existence of political prisoners.  Nuri, they say, is a pragmatist, and his comments are an indication of how important he believes resolving the nuclear issue to be - and for Nuri achieving power comes before political liberalization.

    Other possible reformist contenders in next year’s presidential election include Eshaq Jahangiri, former industry minister under Khatami; Mohammad Reza Aref, President Khatami's first vice president; Kamal Kharazi, Khatami's foreign minister; former President Khatami himself; and  Ayatollah Khomeini's grandson Hasan Khomeini.  Local sources are saying that Aref is the most likely flag-bearer for the reformists, but the obstacles remain huge.  Candidates have to pass a vetting process by the Guardian Council before they are allowed to stand, and there is no guarantee that any electable reformist will be allowed to participate.

    The final say will lie with Supreme Leader Khamenei, and his views are unknown.  However, Eshaq Jahangiri has said that a reformist president could be “welcomed by the supreme leader “, and that assertion will have been well noted by those US policymakers who are arguing for an 18-month delay in any attack.

    Israeli Prime Minister Binyamin Netanyahu and Defence Minister Ehud Barak are persuaded by none of this.  They don’t believe in the Iranian reform movement, they don’t believe in sanctions, and they don’t trust the US (particularly under President Obama) to fulfil its promise once Iran’s nuclear programme has entered the “zone of immunity”, that is the time when it is too well protected or advanced to be vulnerable to Israeli attack.

    The debate rages on, but our own sources still believe that the odds marginally favour a relatively early attack on Iran by Israel on its own if the US cannot be persuaded to join in.  This view is supported (but of course by no means conclusively, given the growing volume of disinformation) by two recent interventions.

    On 3 August, former Mossad chief Ephraim Halevy warned that if he were Iranian he would be very concerned over the next 12 weeks.  At the same time, Aharon Zeevi-Farkash, head of Israeli military intelligence from 2002-2006, said that he believed an attack would be ordered soon by the government although he added in an interview with the Hebrew-language Internet portal Walla! that he was “not sure” that Israel had yet “crossed the threshold of ordering an attack”.

    Zeevi-Farkash is one of the least voluble of Israel’s former security chiefs, and his intervention after years of silence would suggest he is genuinely concerned the government is close to ordering an attack.  He believes it would be a mistake to attack without “international legitimacy”, by which he presumably means waiting for as long as possible for sanctions to work.

  • Risk pointers

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    *** India blames “foreign elements” for north-eastern violence.  On 6 August, India’s Union Home Secretary RK Singh said there “could be some external elements behind the violence” between ethnic groups in India’s north-eastern state of Assam.  The implication was that some violent elements had links to Bangladesh.

    More than 70 people have lost their lives in the clashes between Bodos and immigrant settlers in the Bodoland Territorial Administered Districts (BTAD) and over 500,000 have been made homeless.  Assam government officials say that the violence has affected more than 400 villages in an area of 8,000 sq km.  The district has a 136km border with Bangladesh which has been sealed.

    India’s intelligence agencies are said to have placed 14 organizations under increased surveillance.  According to an Indian security source: "All these organizations have come into existence in the last 20 years... [and] many of them are believed to have external links, some are engaged in militant activities.”

    The organizations mentioned as being under increased surveillance are all Muslim organizations, namely the Muslim Security Council of Assam, United Liberation Militia of Assam, Islamic Liberation Army of Assam, Muslim Volunteer Force, Muslim Liberation Army, Muslim Security Force, Islamic Sevak Sanng, Islamic United Reformation Protest of India, Revolutionary Muslim Commandos, Muslim Tiger Force, Muslim Liberation Front, Muslim Liberation Tigers of Assam, Muslim United Liberation Front of Assam, and the Muslim United Liberation Tigers of Assam.

    Five organizations operating in the neighbouring state of Manipur are also said to be under surveillance by the Indian intelligence agencies: the Islamic National Front, Islamic Revolutionary Front, United Islamic Liberation Army, United Islamic Revolutionary Army, and the People's United Liberation Front.

    *** Russia state media modifying Syria stance.  According to an analysis by the excellent BBC Monitoring Service, Russian state-controlled TV’s portrayal of the conflict in Syria “has changed slightly in the past week or two, with some reports presenting the opposition’s view of events and casting doubts on Syrian government claims”.

    Although Rossiya 1 and Channel One have not altered their coverage as much as Gazprom-owned NTV, continuing to highlight rebel atrocities, they have started showing rebel fighters giving their version of events.  NTV has carried a series of reports stressing that Syrian government assurances on the position in Damascus, Aleppo, and Homs is “contradictory” and that it is “not clear who to believe”.