Courcy's Intelligence Review - 19 October 2011

Items

  • Iran turns to Russia

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    These are exceptionally nervous times for Iran.  On the one hand, it could be on the verge of its most significant strategic breakthrough since the Islamic revolution in 1979, with the consolidation of its influence through Iraq, Syria, and Lebanon; but it is equally possible that it could suffer a major setback with the loss of Syria, increased US-Turkish collaboration, and increasing internal threats to the regime.  It is not surprising, therefore, that the past week has seen Iran turn to Russia for external support while, domestically, Supreme Leader Ayatollah Ali Khamenei has redoubled his efforts to defuse political discontent.

    The difficulties faced by Iran’s ally, President Bashar al-Assad of Syria, need little elaborating.  He is hanging on to power through brutal repression, but the Syrian opposition is gaining increasing support from Turkey, Saudi Arabia, and the Western powers.  Although the fall of Assad would not necessarily be the boon for the West that some imagine ( post-Assad Syria would likely be dominated by the Muslim Brotherhood), it would undoubtedly be a blow to Iran’s dream of a Shia crescent stretching from Iran to Lebanon.

    With Turkey, as we highlighted last week, Iran has three complaints.  The first is, of course, Ankara’s support for the Syrian opposition; the second is the decision by Ankara to host elements of the Nato anti-missile shield on Turkish soil; and the third is Turkish Prime Minister Erdogan’s advice to Egypt that it should embed secularism into its post-Mubarak political system.  Hopes in Tehran that Erdogan’s turn away from the West would include a rapprochement with Iran seem to have been dashed.  From Iran’s point of view, this is clearly a blow, although, as with a post-Assad Syria, it is not necessarily as positive for the West as some suppose.  On the contrary, Erdogan may simply have calculated that if he is seen as being helpful on Iran, this will give him some immunity from US retaliation for his strongly anti-Israel policies.

    Added to these negatives (for Iran), as we reported last week, there has been a sudden renewal of speculation about a possible Israeli military strike against its nuclear facilities.  There has also been the strident US response to Iranian implication in a plot against the Saudi Arabian ambassador in Washington.  And, of course, the threat of domestic unrest remains.

    Ayatollah Khameinei’s concern about the domestic situation was apparent in a public address he made to an audience of 55,000 people on 12 October in the western  city of Kermanshah.  An analysis of the speech shows that 85% of it was dedicated to domestic issues, and this domestic section of his speech was overwhelmingly (65%) dedicated to the importance of the ‘people’ and their political role.  He mentioned ‘the people’ no less than 147 times, which was a great deal more than the 27 mentions of ‘Islam’.

    Khamenei’s primary intention seems to have been to persuade the electorate, ahead of the 2012 Majlis elections, that the regime is overwhelmingly focused on the wellbeing of the people.  He said that the people should have a greater role in the running of the country, and he encouraged them to have “strong, warm, and friendly relations” with the state.  He said the people should see themselves as the “owners of the country”, and he was particularly keen to emphasize the importance of a high turnout for the elections – which could mean that he is preparing to do a deal with the reformists in order to encourage them to persuade their supporters to participate.

    Also, in a clear dig at hardline President Mahmoud Ahmadinejad, Khamenei said: "The president is elected by direct vote of the people, which is a good and effective method, but if someday, probably in the distant future, it is felt that a parliamentary system is better...there will be no problem to change the current structure."

    But if Khamenei’s primary target was domestic public opinion, his speech was also clearly intended for outside consumption, to dispel any sense that the Iranian political system is under threat from a spillover of the Arab Spring.  He said: “Our Western enemies should know that this system is firm and powerful because people are present.  Western politicians should not make the mistake here [of comparing Iran to] several other countries which have had revolutions but changed their course as the West wished...”

    In the small section of his speech dedicated to external affairs, Khamenei continued to interpret the Arab Spring as being in Iran’s favour, saying that the region had opened up a new chapter in which the influence of the capitalist world would be weakened and that there was an opportunity for Iran to advance its own alternative for Muslim people.  In a recent speech, Khamenei said: “The Americans are doing their best to control the situation, but their efforts are useless.  Nations have awakened now.  Nations have found courage.  No-one can fight their will.”

    Enter the Russians
    But it is precisely this interpretation of the Arab Spring as being in Iran’s interests that is being challenged by the threat to Assad’s regime in Syria, by the alignment of Turkey with the US on Iranian matters, and by US pressure on Egypt not to conclude a rapprochement with Tehran.  And that is why it is little surprise to see Tehran renewing its efforts to engage with Russia.

    In recent times, Moscow has been only intermittently supportive of Iran.  In September 2010, for instance, it cancelled the supply of the high-precision S-300 air defence system to Iran  on the grounds that it would violate expanded UN sanctions imposed over Iran's refusal to curb its nuclear programme.   On the other hand,Tehran will have been encouraged by Moscow’s strong line at the UN against imposing sanctions on the Assad regime in Syria fearing that it could be a prelude to military intervention. 

    Russia will also be nervous about Turkey’s neo-Ottomanism under Erdogan.  It seems that a resurgent Turkey could end up with more influence in former Soviet allies such as Egypt and Syria than will Russia.  A resurgent Turkey will also try to expand its influence into the former Soviet republics of Central Asia and Azerbaijan, and it will provide more active support for Muslims in the Balkans, the historic enemies of the Russian-allied Serbs.  Then there are Moscow’s wider – and longer-term – insecurities about the rise of China and Russia’s position in the world which we analysed in our 5 October issue.

    It was not surprising, therefore, to receive reports of a recent meeting between Iran’s Foreign Minister Ali Akbar Salehi and Russia’s ambassador in Tehran, Aleksandr Sadovnikov, in which a rebuilding of close Iranian-Russian ties were discussed.  The most intriguing point, however, is not that Iran wants closer ties with Russia but that the appeal was made in terms of opposition to Turkey. 

    According to Radzhab Safarov, the director-general of the Russian Centre for the Study of Modern Iran, while an overtly anti-Turkish alliance might be going too far, Russia and Iran could build an alliance around their shared interest in the Caspian Sea.  According to Safarov: “Both countries are extremely interested in having the Caspian accessible only to the countries that surround it.  Russia and Iran are the two biggest powers in this region, and they must help young states not to give in to persuasion and not to give Nato access to the shores of the inland sea.”  The other littoral countries are Azerbaijan, Kazakhstan and Turkmenistan – countries in which Turkey is looking to expand its influence.   Another factor for Moscow is Turkey’s agreement to station Nato’s anti-missile defence system on its soil.  Safarov says: “The rapprochement of Tehran and Moscow will make it possible to hinder the short-sighted policy of Turkey.” 

    The indications are that this appeal by Tehran to Moscow for closer ties, based on the need to counter a resurgent Turkey, is well-judged.  JdeC.

  • The Hamas view of the prisoner deal

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    For us, the key point about this week’s Israel-Palestinian prisoner-swap deal is the boost it has given to post-Mubarak Egypt’s regional role.  It is possible to see this as a welcome reaffirmation of Egypt’s role as a constructive interlocutor between the Israelis and the Palestinians.  A less positive assessment is that it provides a further indication of the growing closeness between Hamas and Egypt.

    The problem with the positive interpretation is that it assumes that the deal is more beneficial for Israel than for Hamas.  But that is not how it is being interpreted in Egypt or in the Palestinian territories.  The popular Egyptian reaction is indeed that the deal does mark a return by Egypt to a leading regional role, but this is precisely because it has turned its back on Camp David and adopted a more pro-Palestinian stance.

    The facts tend to support this view.  One of the first moves of the new Egyptian regime was to reopen the Rafah border crossing with the Gaza Strip.  It has also, under the auspices of new intelligence chief Murad Muwafi, mediated a reconciliation agreement between Hamas and the Palestinian Authority in the West Bank to bring an end to five years of mutual hostility.  Now Egyptian intelligence has played a key role in the prisoner deal between Hamas and Israel that saw the exchange of Israeli soldier Gilad Shalit for 1,027 Palestinian prisoners.  As part of the process, Egypt has received an official apology from Israel for the shooting of Egyptian border guards after a cross-border terrorist attack on an Israeli convoy in August.

    The Hamas interpretation of the deal is particularly interesting.  Senior Hamas leader Ismail Haniyeh made much of two points.  The first was that included amongst the released Palestinians were prisoners from a range of Palestinian factions, in addition to Hamas, including Fateh, Palestinian Islamic Jihad, the Popular Front for the Liberation of Palestine, the Democratic Front for the Liberation of Palestine, the Popular Resistance Committees, and Fateh al-Intifada.  The point Haniyeh was making was that Hamas regards Fateh, Islamic Jihad, and the other Palestinian factions “as brethren”.  It’s not true, of course, but it will play well domestically and will undoubtedly help to boost Hamas’s popularity at a time when it has been on the slide.

    The second point is of greater significance.  Haniyeh said that there was great symbolism in the fact that the released prisoners came not just from the West Bank and Gaza Strip but also from Jerusalem and Israel (“the lands of 1948”).  He said: “This deal once again delineated the borders of Palestine... the borders of Palestine are the borders of this deal.”

    Haniyeh also said, with regard to Palestinian prisoners still in Israeli jails, “we will not forget you”.  This point was made even more forcefully by a spokesman for Hamas’s military wing Izz-al-Din al-Qassam Brigades, Abu-Ubaydah.  He said: “We will not be at ease until, with the help of God, we release our brave prisoners and glorious female prisoners from the occupation’s jails.”

    Western diplomatic sources believe that any boost to Hamas as a result of the prisoner releases will be short-lived.  They point out that Hamas’s popularity is well down on its 2006 high-point and that it still has to grapple with issues such as massive unemployment, said by the UN to be over 45% in the Gaza Strip.  They also say that Hamas will suffer because of its support for Syria’s President Assad.  All of this is true, but it underestimates the positive consequences of the legitimization of the Muslim Brotherhood (Hamas’s parent organization) in Egypt and the effect that popular opinion in Egypt is now having on the interim regime’s foreign policy.

  • An Indian reminder to China

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    Last Wednesday (12 October) despite Chinese objections, India and Vietnam signed an agreement to promote oil exploration in the South China Sea.  In a reminder that actions speak louder than words, the deal was signed only a day after Vietnam and China had signed their own agreement on basic principles guiding “the settlement of sea-related issues”, which they pledged to solve “through friendly talks and negotiations”.

    he India-Vietnam deal was signed in New Delhi by Vietnam’s President Truong Tan Sang and India’s Prime Minister Manmohan Singh.  The Indian prime minister said: “India and Vietnam are maritime neighbours.  We face common security challenges from terrorism, piracy, and natural disasters.  We believe that it is important to ensure the safety and security of vital sea lanes of communication.”

    China says that Indian exploration projects in Vietnamese blocks in the South China Sea are in areas claimed by China.  Last month, an editorial in the ruling Communist Party’s Global Times called the joint-exploration “a serious political provocation” and said “China should try every means possible to stop this cooperation from happening.”  It accused India of “seeking influence akin to US in the region”.

    Meanwhile, on India’s other flank, Pakistan is continuing to grumble about the Strategic Partnership signed the week before between India and Afghanistan.  Pakistan is justifiably worried that Indian involvement in Afghanistan will boost the Northern Alliance at the expense of the Pakistan-supported Taleban and that India will deepen its involvement with the Afghan military.  As Pakistan’s army chief General Kayani put it some while ago: “Strategically, we cannot have an army on the western border which has an Indian mindset.”

    But now Pakistan is trying to get Beijing to see the India-Afghan partnership as a significant strategic setback for China as well as for Pakistan.  Islamabad is telling Beijing that a purpose of the India-Afghan accord is to exclude China from the development of Afghanistan, including from the exploitation of oil and mineral resources.

    This Pakistani recourse to China when faced with an external challenge is beginning to be a familiar pattern.  In the main briefing in our 28 September issue we looked at how Pakistan has turned to China to help it resist US pressure over its support for militant groups in Aghanistan.

  • Risk pointers

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      Turkey shrugs off Europe.  The reaction in Turkey to the latest European Union (EU) report on Turkey’s progress towards membership, published on 12 October, has been as we suggested it would be: indifference.  The general feeling was well summed up by the centrist Vatan newspaper, which wrote: “Putting the efforts of the EU ministry aside, the government’s domestic and foreign policy preferences tell us that the EU has no real relevance and importance for Turkey and the region.” 

    The centre-right Sabah also noted that the US is no longer concerned about Turkey joining the EU.  It wrote: “Just as in Turkey, this issue no longer elicits any more excitement in the US government compared with before.  For Washington...the role and importance of Turkey within the framework of Nato and the Middle East now has greater weight than the EU issue.”

    The EU report encouraged Turkey to continue with accession talks, but it admitted that no progress had been made in the last year.  It also expressed concerns about tension between Turkey and Cyprus (which is a EU member), and in a reference to tensions over oil-drilling rights in the Eastern Mediterranean, it said that Ankara should avoid threats that might damage ties any further.

      China and Europe.  The week-end saw reports of secret negotiations between the European Union and China over saving the euro.  That China is seeking to increase its influence over Europe by exploiting current financial difficulties is certain.  But China’s importance to Europe is also increasing organically. 
    The latest trade statistics from Eurostat, for July, show that China has overtaken the US as the EU’s largest trade partner.  Trade between China and the EU totalled 35.6bn euros in July, surpassing trade between the US and the EU by 800m euros and accounting for 13.4% of Europe’s total trade.  EU exports to China totalled 11.7bn euros while its imports came to 23.9bn euros to give a trade deficit of 12.2bn euros.

      Jordan and the Muslim Brotherhood.  Jordan has a new prime miniser, Dr Aoun al-Khasawna, and there are signs that his appointment will lead to a concerted effort to seek a rapprochement with the Muslim Brotherhood.  On 19 October, just one day after his appointment, the Islamic Action Front (IAF), which is the political wing of the MB in Jordan, said it was willing to hold a dialogue.  Zaki Ben Rsheid, head of the IAF politburo, said: “We rejected dialogue with former premier Maruf al-Bakhit, but with al-Khasawna things look different, depending on his agenda and determination to achieve real reform.”