Courcy's Intelligence Brief - 8 February 2012

Items

  • Russia: friend or foe?

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    No subscriber to this service will have been surprised by Russia’s veto of the draft UN Security Council Resolution against Syria, even in its highly watered-down final state.  We have been warning for months about Moscow’s growing animosity towards the West and the failure of the attempted ‘reset’ in US-Russia relations.  It may not be easy for proponents of the dominant liberal-interventionist strand in Western foreign policy, but establishing a modus vivendi with Russia could be crucial both in the short term, as the Middle East continues on its seemingly inexorable course towards war, and in the longer term as the struggle for power in Asia intensifies. 

    Russia is feeling vulnerable for innumerable reasons which include its irrevocable loss of superpower status; the continuing drift of the western and southern former Soviet republics away from the Russian orbit; the challenge of China in Central Asia and the Far East; jihadist extremism in the still-Russian north Caucasus; its declining population; the overwhelming ascendancy of Nato; and the nascent democratic threat to the Russian party of power, currently dominated by the unrepentant ex-KGB officer Vladimir Putin and supported by the principal beneficiaries of the post-Soviet looting spree.

    There is little sympathy in the West for Russia’s predicament, partly because it is hard to shake off the habitual thought processes of the Cold War (in international relations, old habits die hard) but also because of the unpleasant nature of the Putin regime.  Nevertheless, Western policymakers also fully understand Russia’s weakness and vulnerabilities.  The US’s Director of National Intelligence, James R Clapper, in his 31 January statement to the Senate Select Committee on Intelligence, noted the following about Russia: “The Kremlin since late 2008 has embraced a wide-ranging military reform and modernization program...The reform and modernization programs will yield improvements that will allow the Russian military to more rapidly defeat its smaller neighbours and remain the dominant military force in the post-Soviet space, but will not – and are not intended to – enable Moscow to conduct sustained offensive operations against Nato collectively.”  In other words, Russia is not a serious threat to the West.  However, as its vetoing of the Syria resolution showed, it can be a nuisance.

    On the other hand, Russia has more shared interests with the principal Western powers than is commonly acknowledged.  The most obvious common interest is in ensuring that China’s rise is contained, and in that cause it shares America’s desire to stay close to India, the great democratic balance to China in Asia.  Beyond that, it has an interest in stabilizing Afghanistan; it is as fearful of Islamist fundamentalism as is the West; it could prove to be an important ally in mitigating any dangerous side-effects from the coming Muslim Brotherhood ascendancy in the Middle East; and, if played right, it could help prevent what at the moment seems to be an inevitable war with Iran.  It also has the potential to become a Western-style democracy.

    Going a little deeper, there is the additional point that Russia provides a balance to the possibility of Turkish neo-Ottoman enthusiasm in the same way that keeping Turkey anchored in Nato can provide a balance to any resurgence of Russia’s southerly ambitions - although such classic balance-of-power thinking might be a step too far for those within the Western policymaking establishment who find ‘realism’ distasteful.

    Clapper, in his Worldwide Threat Assessment presentation to the Senate complained about Putin’s “instinctive distrust of US intentions and his transactional approach towards relations” – but all that really means is that Russia needs reassuring and Putin likes to get something back in return for favours rendered.  The problem with the West’s attitude towards Russia over the past 12 months is that distrust has been reinforced (with Nato’s expansive interpretation of the UN Security Council Resolution on Libya) and there has been little ‘give’ to go with the ‘take’ (as with the continuing disagreements over missile defence).

    Russia, of course, has not helped itself, particularly with its continuing espionage activities.  Clapper described Russia (along with China) as an “aggressive and successful purveyor of economic espionage against the United States”.  On the organized crime front, the Worldwide Threat Assessment notes: “The increasingly close links between Russian and Eurasian organized crime and oligarchs enhances the ability of state or state-allied actors to undermine competition in gas, oil, aluminium, and precious metals markets, potentially threatening US national and economic security”.  It noted that pervasive corruption “augmented by powerful criminal organizations” led to Russia being ranked with sub-Saharan Africa on Transparency International’s Corruptions Perception Index in 2010.  And it added that with cyber threats becoming a critical national and economic security threat, Russia was – with China – one of the state actors of particular concern.  The report noted: “Entities within these countries are responsible for extensive illicit intrusions into US computer networks and theft of US intellectual property”.

    All this is true, but the answer to the question posed in the title to this briefing (Russia: friend or foe?) is that it is neither.  However, it is indispensible.  There is hardly a challenge currently faced by the Western powers that would not be improved by better relations with Russia, including enabling the US to rebalance its security focus towards Asia and helping to curtail Iran’s nuclear ambitions before it is too late.  It could also help mitigate the consequences of a return of the Taleban to power in Afghanistan and play a role in mitigating the developing Muslim Brotherhood ascendancy in the Middle East (in which regard Moscow believes that the West is currently acting as ‘useful idiots’, to use an image from the struggle between the West and Communism with which Moscow is very familiar).

    There are downsides, of course, to improved relations with Russia that the dominant liberal-interventionist trend in Western foreign policy would find hard to swallow, but the growing threats to the long and mostly benign Western global hegemony are too great to be ignored.  Russia does not have to be a trusted ally and friend in the sense that, say, Britain is to America, but it does need to be - and can be - a closer collaborator than is now the case.  Clapper pointed to the solution, without it seems meaning to, when he referred to Putin’s “transactional approach” to US-Russia relations.  All that means is that Putin is a person with whom it is possible to do business, provided one is not too fastidious.

    In our analysis, the Western powers are entering a period of extreme danger, and Russia needs to be part of the solution to the strategic challenges faced by the West in the Middle East and with China, not a part of the problem, even if there has to be some sacrifice of principle and acceptance of Putin’s “transactional approach” to relations.  Besides, there is always the hope (admittedly many times dashed) that Russia - a semi-European and Christian nation - can be civilized.  JdeC.

  • The war drums continue to beat

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    The past week has provided further strong indications that, with US acquiescence, Israel is seriously preparing for a military strike against Iran if tightening international sanctions do not have a nearly immediate effect in curtailing Iran’s ambitions.  The pointers in the last week include:

                    - On 2 February, in a rare public discourse, Israel’s military intelligence chief Major-General Aviv Kochavi spelt out the progress made by Iran in its nuclear programme.  Speaking at the annual Herzliya Conference on strategic affairs, he said: “Iran has accumulated more than four tonnes of uranium enriched to a level of 3.5% and nearly 100 kilos at an enrichment level of 20%”.  He added: “The amount of material is already enough for four atomic bombs.”  He also reiterated that once the political decision to make a nuclear weapon is taken it will take “about a year to complete the task” and another year or so to arm a missile with a nuclear warhead.  Kochavi said that it was “beyond doubt” that Iran was engaged in developing nuclear weapons.

                    - Speaking at the closing session of the same conference, Israel’s Defence Minister Ehud Barak warned that the Iranian military nuclear project was approaching maturity “and is about to enter the immunity zone”, that is the point beyond which the Iranian regime would be able to complete the programme despite any outside attempts to prevent it.  He said that Iran reaching that point “may render any physical strike as impractical” – which by implication means that for the moment the defence minister considers a military strike to be a practical solution which could achieve the desired goal.  He then added that there was “a global understanding” that if sanctions do not succeed in stopping the Iranian military programme before that point then “an operation would have to be considered”.

                    - Then there have been two important indicators from the US.  The first came from US Defence Secretary Leon Panetta who was quoted on 2 February by The Washington Post as saying that there is a strong likelihood that Israel will strike before the end of June.  Panetta has not confirmed his reported remarks, but nor did he deny them.  The second indictor from the US also came in the form of a Washington Post report, this time quoting unnamed US officials as saying that Iran was stepping up its assistance to al-Qaeda despite ideological differences.  The 3 February report said: “US officials believe there have been recent indications [that] officials in the Iranian government have provided al-Qaeda operatives in Iran limited assistance, including logistical help, money and cars, according to a person briefed on developments.”  There could be few more effective ways of softening up American opinion for an attack against Iran than fingering Tehran for providing succour to al-Qaeda.

    Meanwhile, back in Israel, the powerful arguments of those who doubt the efficacy of military action seem to be losing ground.  The point that Iran’s programme could soon enter a “zone of immunity”, in other words get beyond the point of no return, is trumping the doubters, particularly as Barak in his comments to the Herzliya Conference reiterated that he views a military strike as a feasible and practical option.

    As to the outside world’s concerns about the economic and other consequences of a military confrontation with Iran, the prevailing Israeli view was neatly summed up by a commentator in Maariv on 3 February, who wrote: “In the global battle over Iran’s nuclear ambitions, Israel is fighting for dear life while the rest of the world is fighting for its standard of living.”

    We are not saying that a war with Iran cannot be avoided, but it is significantly closer this week than it was last week – and there is no indication as yet that Iran is preparing to back down.  On the contrary, there have been plausible intelligence indicators that Tehran is preparing a covert strike against Israeli interests overseas in revenge for the assassination of four Iranian scientists since November 2010 by presumed Mossad assassins.  There have even been suggestions that Israel’s President Shimon Peres is being targeted for assassination ahead of the fourth anniversary on 12 February of the death of senior Hezbollah member Imad Mughniyeh.  Nothing would be more certain to spark an Israeli strike against Iran.

  • China prepares for more Tibetan unrest

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    In our briefing last week on China’s water policies we pointed out that even if China had some sympathy for Tibetan  aspirations (which it most certainly hasn’t), its overwhelming requirement to develop and control the water resources of the Tibetan plateau would preclude any compromise.  This past week has seen further evidence of China’s unrelenting approach to Tibet and Tibetan regions of China.

    It is thought that the protests in the Tibetan regions of Sichuan province in the past month led to the deaths of up to seven Tibetans, with more than 60 wounded.  The protests followed a year in which more than 16 Tibetans set fire to themselves in protest against China’s policies towards the Dalai Lama and Tibetan independence.

    To be fair to China, it is trying to enhance Tibetan material well-being.  The region has benefitted from double-digit economic growth for 18 straight years.  Last year, the region’s GDP increased by 12.6%, and in January it was announced that Tibet was the first Chinese region to extend the old-age pension to all senior citizens.  Expenditure on health services in 2012 will be increased by over 30%.

    But judging by the continuing unrest none of this is having any significant effect on Tibetan aspirations, and China’s fear is that the eventual demise of the 76-year-old pacifist Dalai Lama, almost certainly in exile, could spark a wave of unrest that will only be contained with extreme brutality.

    As a harbinger of what might be to come, the preparations for the fourth anniversary of the 14 March 2008 unrest in Lhasa, in which 19 people died, are worth noting.  The authorities have ordered a strict clampdown on unauthorized people entering the region from 1 March and a major campaign “to promote stability” within the monasteries has begun.

    On 6 February, Hao Peng, secretary of the Commission for Political and Legal Affairs of the CCP Tibet Committee, issued an order to local officials to “boost security patrols, keep high alert, enhance personnel management, and tighten the control of society”. 

    More ominously, the regional government issued a directive on 6 February saying that any officials who hesitated to enforce “stability-maintaining policies” would be dismissed.  The directive said: “Cadres and officials who walk away from their duties, chicken out of actions at crucial times, or who defy stability-maintaining policies shall be immediately removed from their posts pending punishment.”

    Of course, the directive does beg the interesting question as to whether there have been incidents of officials refusing to impose harsh measures on Tibetan protesters.

  • Risk pointers

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    *** Bedding in Kim Jong-un.  We reported last week on the amount of visits made by North Korea’s new leader Kim Jong-un to military units during January and how this was being seen as a sign of his uncertainty about the level of support for his leadership within the military.  There is as yet no sign that his succession is under threat, but sources continue to note the abnormally high degree of control over illegal cell phone usage and the use of foreign currency, and the imposition of extreme punishments for attempted defection.  Also worth noting has been the plethora of articles churned out by Pyongyang’s propaganda machine praising Kim Jong-un’s youth.  Kim is believed to be in his late 20s, and the concentration on the positive aspects of this by the North’s propaganda outlets suggests some opposition to having such an inexperienced leader.  An early test for Kim Jong-un will be the Nuclear Security Summit to be hosted by South Korea in March.  There will also be the general and presidential elections in April and December.  Intelligence agencies in South Korea believe that Kim Jong-un will have no choice but to follow the hawkish stance of his father, and they are expecting some form of military provocation during these sensitive events.

    *** Taleban splits.  As the US tries to get into serious discussions with the Taleban ahead of its planned 2014 withdrawal from Afghanistan, there are splits arising within the Taleban that are complicating these efforts.  The following is a short guide to the main factions:

                    - The Quetta Shura, the main faction led by Mullah Omar, seems to have been weakened in the last two years.  It is increasingly having difficulty imposing its will on the other factions.  Its slowness in rejecting the 29 January BBC report of impending talks in Saudi Arabia with the Afghan government is seen as evidence of this.  Also, when former Taleban minister Arsala Rahmani (see pro-Karzai faction below) mooted the idea of handing over a number of southern provinces to the Taleban as the first stage in a reconciliation process, this was rejected by the Quetta leadership.  Earlier evidence of inter-Taleban tensions came with the Quetta faction’s strong condemnation of the 6 December attacks on Shia Muslims in three Afghan cities.

                    - The Haqqani network.  This grouping led by the Haqqani family is dominated by the Zadran tribe from the eastern border with Pakistan.  It has close links to al-Qaeda, the Pakistani Taleban, and Pakistan’s intelligence agencies.  It is linked with, but independent from, the Quetta Shura.

                    - Pro-Karzai faction.  This grouping consists of former Taleban officials now living in Kabul, such as former Taleban foreign minister Wakil Ahmad Motawakkil, former minister Arsala Rahmani, and former envoy to the UN Abdol Hakim Mojahed.  This grouping is pushing for direct talks with the Afghan government, but its leaders are no longer thought to have close ties with the Quetta leadership.