The Next Decade

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The Next Decade Page 12

by George Friedman


  The only such imperial power today is the United States. As such, it has varied global interests, some of which it has neglected during a time of preoccupation with terrorism and radical Islam. The United States must uncouple its foreign policy from this focus on terrorism and realign with countries that do not see terrorism as the singular problem of the world, and that do not regard Israeli occupation of territory with large numbers of Palestinians as being in their interests.

  At the same time, there are numerous regional powers, such as Russia and Europe, that can have enormous impacts on Israel, and Israel cannot afford to be indifferent to their interests. Unless Israel reevaluates its own view of terrorism and the Palestinians, it may find itself isolated from many of its traditional allies, including the United States. This would not destroy Israel but would be a precondition for its destruction.

  As we’ve seen, U.S. support for Israel was not the main driver of Muslim hostility to the United States, and no evolution of events in Israel directly affects core American interests. Accordingly, the United States would gain little by breaking with Israel, or by forcing the Israelis to change their policies toward the Palestinians. In fact, the net effect of an estrangement between the United States and Israel would be panic among Israel’s neighbors. As mentioned earlier, support for the Palestinians increases the farther away you get from them, and that support in the Arab world is largely rhetorical.

  Apart from skirmishes in Lebanon, Israel maintains a stable balance of power and does it without American assistance. Jordan and Egypt actually depend on Israel in many ways, as do other Arab countries. The Israelis are not going to be overwhelmed by the Palestinians, and thus the complex regional balance of power in the eastern Mediterranean will stay in place regardless of what the United States does or doesn’t do. All of which leads to the conclusion that as far as the Israeli-Palestinian conflict goes, we should let sleeping dogs lie.

  The best option for the American president is to marginalize the conflict as a concern without actually doing anything to signify a shift. The United States should quietly adopt a policy of disengagement from Israel, which would appear to mean simply accepting the current imbalance of power. Yet in the longer term, its purpose would be to reestablish the balance of power, containing Israel within its framework, without endangering Israel’s existence. It would, however, compel Israel to reconsider what its national interests are.

  Publicly distancing the United States from Israel would not only appear to open opportunities for Syria and Egypt, it would also present domestic political problems within the United States. The Jewish vote is small, but Jewish political influence is outsized because of carefully organized and funded lobbying efforts. Add to this mix Christian conservatives who regard Israel’s interests as theologically important and the president faces a powerful bloc that he doesn’t want to antagonize. For these reasons the president should continue sending envoys to build road maps for peace, and he should continue to condemn all sides for whatever outrages they commit. He should continue to make speeches supporting Israel, but he must have no ambitions for a “lasting peace,” because any effort toward achieving that goal could in fact destabilize the region.

  The things the United States needed from Israel in the past no longer exist. The United States does not need Israel to deal with pro-Soviet regimes in Egypt and Syria while the U.S. is occupied elsewhere. Israel is, however, valued for sharing intelligence and for acting as a base for supplies to support U.S. fighting in the region. Israel is not faced with the likelihood of major conventional war anytime soon. It does not need vast and sudden deliveries of tanks or planes, as it did in 1973. Nor does it need the financial assistance the United States has provided since 1974. Israel’s economy is robust and growing.

  For Israel, foreign aid means far less than close ties with U.S. hedge funds do. Israel is quite capable of handling itself financially. What the foreign aid signifies to Israel, which has no formal treaty with the United States, is a public commitment by the United States to Israel. Israel uses that as a card both in the region and to comfort Israeli public opinion. What the United States once got in return for that aid was a stable partner in the region, which could not manage without the money. Now the United States has a partner regardless of the aid. On the negative side of the ledger, the aid provides grounds for Islamicist arguments that the United States is the source of all their problems, including ruthless behavior on the part of the Israelis. Given that the aid is marginal in importance, that price is too high. Giving up this commitment to aid would actually help Israel by eliminating a prime argument of the anti-Israeli lobby in the United States.

  Of course, this is all window dressing for the core policy of simply allowing the balance of power to be reestablished. Israel was of great value to the United States during the second part of the Cold War. After the Cold War, the benefits to the United States of the relationship have declined while the costs have risen. The equation does not call for a break in relations with Israel. It calls for a recalibration based on current realities. Israel does not need foreign aid and is not in strategic danger from conventional forces. There is a mutual need for intelligence sharing and weapons development, but that is by definition a fairly quiet development.

  There is no moral challenge here. No democratic ally is being abandoned, and Israel’s survival is not at issue. At the same time, while settlement in the West Bank may be a fundamental national interest to Israel, it is not of interest to the United States. These are two sovereign nations, which means that both get to define the relationship. And every relationship has to be viewed in terms of its value to the broadest sense of the national interest. What the United States needed from Israel thirty-five years ago is not what it needs today.

  From the Israeli side, the primary pressure to reach an agreement with the Palestinians comes from concerns that they will find themselves alienated from the United States and particularly Europe over their treatment of the Palestinians. Economic relations are important to Israel, but so are cultural ties. But the Israelis have internal pressures. Given the Palestinian disarray, the idea of reaching a settlement with a Palestinian state that is unable or unwilling to control terrorist attacks from its territory has limited support. Any settlement would require concessions to the Palestinians that the Israelis would not want to make and that, given the weakness of the Palestinians, they are not inclined to make.

  The Arab-Israeli balance of power is out of kilter. Egypt and Jordan have opted out of the balance, and Israel is free to create realities on the ground. It is not in the interest of the United States for Israel, or any country, to have freedom of action in the region. As I have said, the balance of power must be the governing principle of the United States. The United States must reshape the regional balance of power partly by moving closer to Arab states, partly by drawing back from Israel. This does not pose an existential threat to Israel, which would pose a moral challenge. Israel is in no danger of falling and does not depend on the United States to survive. That was in the past. It is not the case in the next decade. The United States needs distance. It will take it. There will be domestic political resistance. There will also be domestic political support. This is not an abandonment of Israel, but relations between two nations can’t be frozen in an outdated mode.

  The complicating factor in this analysis is the rest of the Islamic world, particularly Iran and Turkey. The former threatens to become a nuclear power, and the latter will become a powerful force in the region, shifting away from close ties with Israel. Having begun with a narrow focus on Israel, we need to switch to a broader lens. And that is how, as a case study, the balance of power of an empire works.

  CHAPTER 7

  STRATEGIC REVERSAL:

  THE UNITED STATES,

  IRAN, AND THE MIDDLE EAST

  Beyond the special case of Israel, the area between the eastern Mediterranean and the Hindu Kush remains the current focus of U.S. policy. As we’ve noted, the United St
ates has three principal interests there: to maintain a regional balance of power; to make certain that the flow of oil is not interrupted; and to defeat the Islamist groups centered there that threaten the United States. Any step the United States takes to address any one of these objectives must take into account the other two, which significantly increases the degree of difficulty for achieving even one.

  Adding to this challenge is that of maintaining the balance of power in three regions of the area: the Arabs and the Israelis, the Indians and the Pakistanis, and the Iraqis and the Iranians. Each of these balances is in disarray, but the most crucial one, that between the Iranians and the Iraqis, collapsed completely with the disintegration of the Iraqi state and military after the U.S. invasion of 2003. The distortion of the India-Pakistan balance is not far behind, as the war in Afghanistan continues to destabilize Pakistan.

  Three Regional Balances

  As we saw in the last chapter, the weakness of the Arab side has created a situation in which the Israelis no longer have to concern themselves with their opponents’ reactions. In the decades ahead, the Israelis will try to take advantage of this to create new realities on the ground, while the United States, in keeping with its search for strategic balance, will try to limit Israeli moves.

  The Indo-Pakistani balance is being destabilized in Afghanistan, a complex war zone where American troops are pursuing two competing goals, at least as stated officially. The first is to prevent al Qaeda from using Afghanistan as a base of operations; the second is to create a stable democratic government. But denying terrorists a haven in Afghanistan achieves little, because groups following al Qaeda’s principles (al Qaeda prime, the group built around Osama bin Laden, is no longer fully functioning) can grow anywhere, from Yemen to Cleveland. This is an especially significant factor when the attempt to disrupt al Qaeda requires destabilizing the country, training the incipient Afghanistan army, managing the police force of Afghan recruits, and intruding into Afghan politics. There is no way to effectively stabilize a country in which you have to play such an intrusive role.

  Unscrambling this complexity begins with recognizing that the United States has no vital interest in the kind of government Afghanistan develops, and that once again the president cannot allow counterterrorism to be a primary force in shaping national strategy.

  But the more fundamental recognition necessary for ensuring balance over the next ten years is that Afghanistan and Pakistan are in fact one entity, both sharing various ethnic groups and tribes, with the political border between them meaning very little. The combined population of these two countries is over 200 million people, and the United States, with only about 100,000 troops in the region, is never going to be able to impose its will directly and establish order to its liking.

  Moreover, the primary strategic issue is not actually Afghanistan but Pakistan, and the truly significant balance of power in the region is actually that between Pakistan and India. Ever since independence, these two countries partitioned from the same portion of the British Empire have maintained uneasy and sometimes violent relations. Both are nuclear powers, and they are obsessed with each other. While India is the stronger, Pakistan has the more defensible terrain, although its heartland is more exposed to India. Still, the two have been kept in static opposition—which is just where the United States wants them.

  Obviously, the challenges inherent in maintaining this complex balance over the next ten years are enormous. To the extent that Pakistan disintegrates under U.S. pressure to help fight al Qaeda and to cooperate with U.S. forces in Afghanistan, the standoff with India will fail, leaving India the preeminent power in the region. The war in Afghanistan must inevitably spread to Pakistan, triggering internal struggles that can potentially weaken the Pakistani state. This is not certain, but it is too possible to dismiss. With no significant enemies other than the Chinese, who are sequestered on the other side of the Himalayas, India would be free to use its resources to try to dominate the Indian Ocean basin, and it would very likely increase its navy to do so. A triumphant India would obliterate the balance the United States so greatly desires, and thus the issue of India is actually far more salient than the issues of terrorism or nation-building in Afghanistan.

  That is why over the next ten years the primary American strategy in this region must be to help create a strong and viable Pakistan. The most significant step in that direction would be to relieve pressure on Pakistan by ending the war in Afghanistan. The specific ideology of the Pakistani government doesn’t really matter, and the United States can’t impose its views on Pakistan anyway.

  Strengthening Pakistan will not only help restore the balance with India, it will restore Pakistan as a foil for Afghanistan as well. In both these Muslim countries there are many diverging groups and interests, and the United States cannot manage their internal arrangements. It can, however, follow the same strategy that was selected after the fall of the Soviet Union: it can allow the natural balance that existed prior to the U.S. invasion of Afghanistan to return, to the extent possible. The United States can then spend its resources helping to build a strong Pakistani army to hold the situation together.

  Jihadist forces in Pakistan and Afghanistan will probably reemerge, but they are just as likely to do so with the United States bogged down in Afghanistan as with the U.S. gone. The war simply has no impact on this dynamic. There is a slight chance that a Pakistani military, with the incentive of U.S. support, might be somewhat more successful in suppressing the terrorists, but this is uncertain and ultimately unimportant. Once again, the key objective going forward is maintaining the Indo-Pakistani balance of power.

  As in the case of stepping back from Israel, the president will not be able to express his strategy for dealing with Afghanistan, Pakistan, and India openly. Certainly there will be no way for the United States to appear triumphant, and the Afghan war will be resolved much as Vietnam was, through a negotiated peace agreement that allows the insurgent forces—in this case the Taliban—to take control. A stronger Pakistani army will have no interest in crushing the Taliban but will settle for controlling it. The Pakistani state will survive, which will balance India, thus allowing the United States to focus on other balance points within the region.

  THE REGION’S HEARTLAND: IRAN AND IRAQ

  The balance of power between Iran and Iraq remained intact until 2003, when the United States invasion destroyed both Iraq’s government and army. Since then the primary force that has kept the Iranians in check has been the United States. But the United States has announced that it intends to withdraw its forces from Iraq, which, given the state of the Iraqi government and military, will leave Iran the dominant power in the Persian Gulf. This poses a fundamental challenge both for American strategy and the extremely complex region. Consider the alliances that might occur absent the United States.

  Iraq’s population is about 30 million. Saudi Arabia’s population is about 27 million. The entire Arabian Peninsula’s population is about 70 million, but that is divided among multiple nations, particularly between Saudi Arabia and Yemen. The latter has about one third of this population, and is far away from the vulnerable Saudi Arabian oil fields. In contrast, Iran alone has a population of 70 million. Turkey has a population of about 70 million. In the broadest sense, these figures and how these populations combine into potential alliances will define the geopolitical reality of the Persian Gulf region going forward. Saudi Arabia’s population—and wealth—combined with Iraq’s population can counterbalance either Iran or Turkey, but not both. During the Iran-Iraq war of the 1980s, it was Saudi Arabia’s support for Iraq that led to whatever success that country enjoyed.

  While Turkey is a rising power with a large population, it is still a limited power, unable to project its influence as far as the Persian Gulf. It can press Iraq and Iran in the north, diverting their attention from the gulf, but it can’t directly intervene to protect the Arabian oil fields. Moreover, the stability of Iraq, such as it is, is very m
uch in Iran’s hands. Iran might not be able to impose a pro-Iranian regime in Baghdad, but it has the power to destabilize Baghdad at will.

  With Iraq essentially neutralized, its 30 million people fighting each other rather than counterbalancing anyone, Iran is for the first time in centuries free from significant external threat from its neighbors. The Iranian-Turkish border is extremely mountainous, making offensive military operations there difficult. To the north, Iran is buffered from Russian power by Armenia, Azerbaijan, and Georgia, and in the northeast by Turkmenistan. To the east lie Afghanistan and Pakistan, both in chaos. If the United States withdraws from Iraq, Iran will be free from an immediate threat from that enormous power as well. Thus Iran is, at least for the time being, in an extraordinary position, secure from overland incursions and free to explore to the southwest.

  With Iraq in shambles, the nations of the Arabian Peninsula could not resist Iran even if they acted in concert. Bear in mind that nuclear weapons are not relevant to this reality. Iran would still be the dominant Persian Gulf power even if its nuclear weapons were destroyed. Indeed, a strike solely on Iran’s nuclear facilities could prove highly counterproductive, causing Iran to respond in unpleasant ways. While Iran cannot impose its own government on Iraq, it could, if provoked, block any other government from emerging by creating chaos there, even while U.S. forces are still on the ground, trapped in a new round of internal warfare but with a smaller number of troops available.

  Iran’s ultimate response to a strike on its nuclear facilities would be to try to block the Strait of Hormuz, where about 45 percent of the world’s exported seaborne oil flows through a narrow channel. Iran has antiship missiles and, more important, mines. If Iran mined the strait and the United States could not clear that waterway to a reasonable degree of confidence, the supply line could be closed. This would cause oil prices to spike dramatically and would certainly abort the global economic recovery.

 

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