The Next Decade

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The Next Decade Page 13

by George Friedman


  Any isolated attack on Iran’s nuclear facilities—the kind of attack that Israel might undertake by itself—would be self-defeating, making Iran more dangerous than ever. The only way to neutralize those facilities without incurring collateral damage is to attack Iran’s naval capability as well, and to use air power to diminish Iran’s conventional capability. Such an attack would take months (if it were to target Iran’s army), and its effectiveness, like that of all air warfare, is uncertain.

  Arabian Peninsula, Persian Gulf

  For the United States to achieve its strategic goals in the region, it must find a way to counterbalance Iran without maintaining its current deployment (already reduced to 50,000 troops) in Iraq and without actually increasing the military power devoted to the region. A major air campaign against Iran is not a desirable prospect; nor can the United States count on the reemergence of Iraqi power as a counterweight, because Iran would never allow it. The United States has to withdraw from Iraq in order to manage its other strategic interests. But coupled with this withdrawal, it must think radical thoughts.

  In the next decade, the most desirable option with Iran is going to be delivered through a move that now seems inconceivable. It is the option chosen by Roosevelt and Nixon when they faced seemingly impossible strategic situations: the creation of alliances with countries that had previously been regarded as strategic and moral threats. Roosevelt allied the United States with Stalinist Russia, and Nixon aligned with Maoist China, each to block a third power that was seen as more dangerous. In both cases, there was intense ideological rivalry between the new ally and the United States, one that many regarded as extreme and utterly inflexible. Nevertheless, when the United States faced unacceptable alternatives, strategic interest overcame moral revulsion on both sides. The alternative for Roosevelt was a German victory in World War II. For Nixon, it was the Soviets using American weakness caused by the Vietnam War to change the global balance of power.

  Conditions on the ground put the United States in a similar position today vis-à-vis Iran. These countries despise each other. Neither can easily destroy the other, and, truth be told, they have some interests in common. In simple terms, the American president, in order to achieve his strategic goals, must seek accommodation with Iran.

  The seemingly impossible strategic situation driving the United States to this gesture is, as we’ve discussed, the need to maintain the flow of oil through the Strait of Hormuz, and to achieve this at a time when the country must reduce the forces devoted to this part of the world.

  The principal reason that Iran might accede to a deal is that it sees the United States as dangerous and unpredictable. Indeed, in less than ten years, Iran has found itself with American troops on both its eastern and western borders. Iran’s primary strategic interest is regime survival. It must avoid a crushing U.S. intervention while guaranteeing that Iraq never again becomes a threat. Meanwhile, Iran must increase its authority within the Muslim world against the Sunni Muslims who rival and sometimes threaten it.

  In trying to imagine a U.S.-Iranian detente, consider the overlaps in these countries’ goals. The United States is in a war against some—but not all—Sunnis, and these Sunnis are also the enemies of Shiite Iran. Iran does not want U.S. troops along its eastern and western borders. (In point of fact, the United States does not want to be there either.) Just as the United States wants to see oil continue to flow freely through Hormuz, Iran wants to profit from that flow, not interrupt it. Finally, the Iranians understand that the United States alone poses the greatest threat to their security: solve the American problem and regime survival is assured. The United States understands, or should, that resurrecting the Iraqi counterweight to Iran is simply not an option in the short term. Unless the United States wants to make a huge, long-term commitment of ground forces in Iraq, which it clearly does not, the obvious solution to its problem in the region is to make an accommodation with Iran.

  The major threat that might arise from this strategy of accommodation would be that Iran oversteps its bounds and attempts to occupy the oil-producing countries in the Persian Gulf directly. Given the logistical limitations of the Iranian army, this would be difficult. Also given that it would bring a rapid American intervention, such aggressive action on the part of the Iranians would be pointless and self-defeating. Iran is already the dominant power in the region, and the United States has no need to block indirect Iranian influence over its neighbors. Aspects of Iran’s influence would range from financial participation in regional projects to significant influence over OPEC quotas to a degree of influence in the internal policies of the Arabian countries. Merely by showing a modicum of restraint, Iranians could gain unquestioned preeminence, and economic advantage, while seeing their oil find its way to the market. They could also see substantial investment begin to flow into their economy once more.

  Even with an understanding with the United States, Iranian domination of the region would have limits. Iran would enjoy a sphere of influence dependent on its alignment with the United States on other issues, which means not crossing any line that would trigger direct U.S. intervention. Over time, the growth of Iranian power within the limits of such clear understandings would benefit both the United States and Iran. Like the arrangements with Stalin and Mao, this U.S.-Iranian alliance would be distasteful yet necessary, but also temporary.

  The great losers in this alliance, of course, would be the Sunnis in the Arabian Peninsula, including the House of Saud. Without Iraq, they are incapable of defending themselves, and as long as the oil flows and no single power directly controls the entire region, the United States has no long-term interest in their economic and political well-being. Thus a U.S.-Iranian entente would also redefine the historic relationship of the United States with the Saudis. The Saudis will have to look at the United States as a guarantor of its interests while trying to reach some political accommodation with Iran. The geopolitical dynamic of the Persian Gulf would be transformed for everyone.

  The Israelis too would be threatened, although not as much as the Saudis and other principalities on the Persian Gulf. Over the years, Iran’s anti-Israeli rhetoric has been extreme, but its actions have been cautious. Iran has played a waiting game, using rhetoric to cover inaction. In the end, the Israelis would be trapped by the American decision. Israel lacks the conventional capability for the kind of extensive air campaign needed to destroy the Iranian nuclear program. Certainly it lacks the military might to shape the geopolitical alignments of the Persian Gulf region. Moreover, an Iran presented with its dream of a secure western border and domination of the Persian Gulf could become quite conciliatory. Compared to such opportunities, Israel for them is a minor, distant, and symbolic issue.

  Until now, the Israelis still had the potential option of striking Iran unilaterally, in hopes of generating an Iranian response in the Strait of Hormuz, thereby drawing the United States into the conflict. Should the Americans and Iranians move toward an understanding, Israel would no longer have such sway over U.S. policy. An Israeli strike might trigger an entirely unwelcome American response rather than the chain reaction that Israel once could have hoped for.

  The greatest shock of a U.S.-Iranian entente would be political, on both sides. During World War II, the U.S.-Soviet agreement shocked Americans deeply (Soviets less so, because they had already absorbed Stalin’s prewar nonaggression pact with Hitler). The Nixon-Mao entente, seen as utterly unthinkable at the time, shocked all sides. Once it happened, however, it turned out to be utterly thinkable, even manageable.

  When Roosevelt made his arrangement with Stalin, he was politically vulnerable to his right wing, the more extreme elements of which already regarded him as a socialist favorably inclined to the Soviets. Nixon, as a right-wing opponent of communism, had an easier time. President Obama will be in Roosevelt’s position, without the overwhelming threat of a comparatively much greater evil—that is, Nazi Germany.

  President Obama’s political standing would
be enhanced by an air strike more than by a cynical deal. An accommodation with Iran will be particularly difficult for him because it will be seen as an example of weakness rather than of ruthlessness and cunning. Iranian president Ahmadinejad will have a much easier time selling such an arrangement to his people. But set against the options—a nuclear Iran, extended air strikes with all attendant consequences, the long-term, multidivisional, highly undesirable presence of American forces in Iraq—this alliance seems perfectly reasonable.

  Nixon and China showed that major diplomatic shifts can take place quite suddenly. There is often a long period of back-channel negotiations, followed by a breakthrough driven either by changing circumstances or by skillful negotiations.

  The current president will need considerable political craft to position the alliance as an aid to the war on al Qaeda, making it clear that Shiite-dominated Iran is as hostile to the Sunnis as it is to Americans. He will be opposed by two powerful lobbies in this, the Saudis and the Israelis. Israel will be outraged by the maneuver, but the Saudis will be terrified, which is one of the maneuver’s great advantages, increasing American traction over its policies. The Israelis can in many ways be handled more easily, simply because the Israeli military and intelligence services have long seen the Iranians as occasional allies against Arab threats, even as the Iranians were supporting Hezbollah against Israel. They have had a complex relationship over the last thirty years. The Saudis will condemn this move, but the pressure it places on the Arab world would be attractive to Israel. Even so, the American Jewish community is not as sophisticated or cynical as Israel in these matters, and its members will be vocal. Even more difficult to manage will be the Saudi lobby, backed as it is by American companies that do business in the kingdom.

  There will be several advantages to the United States. First, without fundamentally threatening Israeli interests, the move will demonstrate that the United States is not controlled by Israel. Second, it will put a generally unpopular country, Saudi Arabia—a state that has been accustomed to having its way in Washington—on notice that the United States has other options. For their part, the Saudis have nowhere to go, and they will cling to whatever guarantees the United States provides them in the face of an American-Iranian entente.

  Recalling thirty years of hostilities with Iran, the American public will be outraged. The president will have to frame his maneuver by offering rhetoric about protecting the homeland against the greater threat. He will of course use China as an example of successful reconciliation with the irreconcilable.

  The president will have to deal with the swirling public battles of foreign lobbies and make the case for the entente. But he will ultimately have to maintain his moral bearings, remembering that in the end, Iran is not America’s friend any more than Stalin and Mao were.

  If ever there was a need for secret understandings secretly arrived at, this is it, and much of this arrangement will remain unspoken. Neither country will want to incur the internal political damage from excessive public meetings and handshakes. But in the end, the United States needs to exit from the trap it is in, and Iran has to avoid a real confrontation with the United States.

  Iran is an inherently defensive country. It is not strong enough to be either the foundation of American policy in the region or the real long-term issue. Its population is concentrated in the mountains that ring its borders, while much of the center of the country is minimally or completely uninhabitable. Iran can project power under certain special conditions, such as those that obtain at the moment, but in the long run it is either a victim of outside powers or isolated.

  An alliance with the United States will temporarily give Iran the upper hand in relations with the Arabs, but within a matter of years the United States will have to reassert a balance of power. Pakistan is unable to extend its influence westward. Israel is much too small and distant to counterbalance Iran. The Arabian Peninsula is too fragmented, and the duplicity of the United States in encouraging it to increase its arms is too obvious to be an alternative counterweight. A more realistic alternative is to encourage Russia to extend its influence to the Iranian border. This might happen anyway, but as we will see, that would produce major problems elsewhere.

  The only country capable of being a counterbalance to Iran and a potential long-term power in the region is Turkey, and it will achieve that status within the next ten years regardless of what the United States does. Turkey has the seventeenth largest economy in the world and the largest in the Middle East. It has the strongest army in the region and, aside from the Russians and possibly the British, probably the strongest army in Europe. Like most countries in the Muslim world, it is currently divided between secularists and Islamists within its own borders. But their struggle is far more restrained than what is going on in other parts of the Muslim world.

  Iranian domination of the Arabian Peninsula is not in Turkey’s interest because Turkey has its own appetite for the region’s oil, reducing its dependency on Russian oil. Also, Turkey does not want Iran to become more powerful than itself. And while Iran has a small Kurdish population, southeastern Turkey is home to an extremely large number of Kurds, a fact that Iran can exploit. Regional and global powers have been using support for the Kurds to put pressure on or destabilize Iraq, Turkey, and Iran. It is an old game and a constant vulnerability.

  In the course of the next decade the Iranians will have to divert major resources in order to deal with Turkey. Meanwhile, the Arab world will be looking for a champion against Shiite Iran, and despite the bitter history of Turkish power in the Arab world during the Ottoman Empire, Sunni Turkey is the best bet.

  In the next ten years, the United States must make certain that Turkey does not become hostile to American interests and that Iran and Turkey do not form an alliance for the domination and division of the Arab world. The more Turkey and Iran fear the United States, the greater the likelihood that this will happen. The Iranians will be assuaged in the short run by their entente with the Americans, but they will be fully aware that this is an alliance of convenience, not a long-term friendship. It is the Turks who are open to a longer-term alignment with the United States, and Turkey can be valuable to the United States in other places, particularly in the Balkans and the Caucasus, where it serves as a block to Russian aspirations.

  As long as the United States maintains the basic terms of its agreement with Iran, Iran will represent a threat to Turkey. Whatever the inclinations of the Turks, they will have to protect themselves, and to do that, they must work to undermine Iranian power in the Arabian Peninsula and the Arab countries to the north of the peninsula—Iraq, Syria, and Lebanon. They will engage in this not only to limit Iran but also to improve their access to the oil to their south, both because they will need that oil and because they will want to profit from it.

  As Turkey and Iran compete in the next decade, Israel and Pakistan will be concerned with local balances of power. In the long run, Turkey cannot be contained by Iran. Turkey is by far the more dynamic country economically, and therefore it can support a more sophisticated military. More important, whereas Iran has geographically limited regional options, Turkey reaches into the Caucasus, the Balkans, Central Asia, and ultimately the Mediterranean and North Africa, which provides opportunities and allies denied the Iranians. Iran has never been a significant naval power since antiquity, and because of the location of its ports, it can never really be one in the future. Turkey, in contrast, has frequently been the dominant power in the Mediterranean and will be so again. Over the next decade we will see the beginning of Turkey’s rise to dominance in the region. It is interesting to note that while we can’t think of the century without Turkey playing an extremely important role, this decade will be one of preparation. Turkey will have to come to terms with its domestic conflicts and grow its economy. The cautious foreign policy Turkey has followed recently will continue. It is not going to plunge into conflicts and therefore will influence but not define the region. The United
States must take a long-term view of Turkey and avoid pressure that could undermine its development.

  As a solution to the complex problems of the Middle East, the American president must choose a temporary understanding with Iran that gives Iran what it wants, that gives the United States room to withdraw, and that is also a foundation for the relationship of mutual hostility to the Sunni fundamentalists. In other words, the president must put the Arabian Peninsula inside the Iranians’ sphere of influence while limiting their direct controls, and while putting the Saudis, among others, at an enormous disadvantage.

  This strategy would confront the reality of Iranian power and try to shape it. Whether it is shaped or not, the longer-term solution to the balance of power in the region will be the rise of Turkey. A powerful Turkey would counterbalance Iran and Israel, while stabilizing the Arabian Peninsula. In due course the Turks will begin to react by challenging the Iranians, and thus the central balance of power will be resurrected, stabilizing the region. This will create a new regional balance of power. But that is not for this decade.

  I am arguing that this is a preferred policy option given the circumstances. But I am also arguing that this is the most logical outcome. The alternatives are unacceptable to both sides; there is too much risk. And when the alternatives are undesirable, what remains—however preposterous it appears—is the most likely outcome.

  To see how that would affect wider circles of power and their balance, we turn to the next concern, the balance between Europe and Russia.

  CHAPTER 8

  THE RETURN OF RUSSIA

 

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