March 19, 2014 § 3 Comments
Israeli Defense Minister Moshe Ya’alon gave a speech yesterday at Tel Aviv University during which he said some things that have got the White House pretty annoyed. Ya’alon inferred that President Obama wants to play out the clock and punt dealing with the Iranian nuclear issue to the next president, fingered the U.S. for demonstrating weakness in a variety of areas including in its response to the Crimean crisis, pointed out that U.S. military aid to Israel is not entirely altruistic but operates to American benefit as well in the areas of intelligence and technology, and finally predicted that U.S. weakness will come back to haunt it in the form of terrorism and direct challenges from revisionist powers. All in all, it was quite the rhetorical broadside. I will refrain from extensively commenting on Ya’alon’s last point except to note that by the standards of many of Ya’alon’s ideological compatriots and Likud fellow travelers who excoriated John Kerry when he predicted that the failure of the peace process will lead to greater international isolation of Israel and accused him of advocating for Israel to be treated as a pariah, Ya’alon has now done something far more serious than offer a prediction that the U.S. will suffer future attacks.
In response, an unnamed senior Obama administration official hit back at Ya’alon for undermining security ties between the U.S. and Israel and calling the entire relationship into question. To quote, “We were shocked by Moshe Ya’alon’s comments, which seriously call into question his commitment to Israel’s relationship with the United States. Moreover, this is part of a disturbing pattern in which the defense minister disparages the U.S. administration, and insults its most senior officials. Given the unprecedented commitment that this administration has made to Israel’s security, we are mystified why the defense minister seems intent on undermining the relationship.” This is not the first time this year that the White House has responded to comments from Ya’alon that it deemed to be over the line, as in January it was leaked that Ya’alon had disparaged John Kerry, which drew a disappointed, albeit less harsh, American response.
What is driving Ya’alon here? Ultimately, causing a rift with the U.S. is not going to benefit Israel in any way, and Ya’alon is presumably smart enough to know that trying to rhetorically peer pressure the U.S. into taking a more confrontational approach with Iran is not going to work. Furthermore, Ya’alon knows from intimate firsthand experience, first as IDF chief of staff and now as defense minister, just how close security cooperation between the two countries is, and so pretending that it’s not such a big deal rings hollow. In addition, the timing of going after Obama personally just as the U.S. is actively involved in Israeli-Palestinian peace talks and figuring out the security parameters of a longterm presence for IDF troops in the Jordan Valley is an awful strategy. If Ya’alon wants to ensure that the White House becomes more sympathetic to Palestinians complaints about Israeli intransigence, this would be one good way to go about it.
Certainly some of Ya’alon’s frustration is real. It is no secret that Israeli officials are worried about the direction of events in the Middle East, particularly with regard to Iran, and fear the U.S. stepping back from the region. What looks like cautious realism in the West Wing is viewed by Israelis as weak-kneed appeasement and wavering, whether it be negotiations with Tehran, an unwillingness to intervene in Syria despite repeated threats to do so, not bolstering Hosni Mubarak or dealing more harshly with the Muslim Brotherhood, etc. In addition, as Jonathan Schanzer points out, Ya’alon is upset about the U.S. not giving Israel weapons systems that would help in an Iran strike. Perhaps all of this boiled over at once and Ya’alon just couldn’t contain himself.
Or, perhaps there is more at work here, and Ya’alon’s outburst was a bit more politically strategic. Bibi Netanyahu has long had a real problem within his own party, and it is only compounded by the current peace negotiations. The younger and more hardline Likud members don’t trust him, and they have sought to embarrass him countless times, whether it be at Likud conventions, Likud primaries, or looking to amend the party’s constitution. Some of these efforts have been more successful than others, but if Netanyahu makes any real concessions with regard to the West Bank, the party is fated to split apart and there are no two ways about it. All of that is assuming that Netanyahu does not do the deed himself at some point and go the route of Arik Sharon, forming a new party and leaving a rump Likud behind (which would be deeply ironic since Netanyahu was the one who took the helm of the badly weakened Likud when Sharon formed Kadima). Ya’alon has been doing a good job of courting the Danny Danons, Yariv Levins, and Miri Regevs of the world, and they trust him a lot more than they trust the prime minister. Should it come down to needing a replacement for Netanyahu, Ya’alon seems like an obvious choice, and he can keep it that way by consistently espousing hawkish views such as the ones he did yesterday.
On top of this, the mood among Israel’s rightwing is no longer as uniformly pro-U.S. as it has been. There is a deep distrust of the Obama administration of course, but also a sense that the U.S. is moving in a very different direction than Israel. Netanyahu and his circle were genuinely surprised by the outcome of the 2012 presidential election, and simply did not grasp the internal American political dynamics, the changing demographics, or the war weariness of the American public. Throw on top of this the pressure coming from the White House on the peace process, and it just compounds the notion for some that the U.S. is harming more than it is helping. Many Israelis are for the first time in awhile openly questioning whether the U.S. can be reliably counted on, and nowhere is this more prevalent than among the younger Likud ideological vanguard who are the party’s future. Ya’alon recognizes this, and has been subtly playing into it for some time, which is why I think his comments about Kerry in January and his speech yesterday were more coldly calculating than he may want to let on. The other component to this is that Avigdor Lieberman, who wants to be prime minister one day and can only do so through Likud and is thus engaging in some jockeying for position of his own, has been criticizing the anti-American tone since his acquittal of fraud charges and his return to politics and publicly reminding Israelis that they should be wary of ruining the relationship with Washington. To the extent that Ya’alon views Lieberman – a hawkish nationalist who is very at home among the younger Likud folks – as a potential future rival, setting himself apart from Lieberman in a way that the Likud base favors is only smart politics.
At first glance, Ya’alon’s comments certainly seem puzzling, and they will not do any good for Israel itself. The question is whether Ya’alon was directing them toward Israel’s future or his own, and as usual, I think there is a heavy dose of internal domestic politics that is being overlooked. Yes, the frustration is real and is not entirely manufactured, but there is a method to the madness inasmuch as Ya’alon is thinking instrumentally about his political prospects down the line.
March 6, 2014 § Leave a comment
Bibi Netanyahu and the Israeli government have had the same two important decisions regarding the U.S. hanging over them for over a year, and they aren’t going away. The first is whether to cooperate with the U.S. to the hilt on the peace process and agree to anything the Obama administration asks them to do. The second is whether to cooperate with the U.S. to the hilt on Iran and agree to refrain from striking Iran, which is a commitment that the Obama administration clearly seems to want. The question is, if Israel does not deliver on either of these issues to the fullest extent, what will the fallout be, and which one is the higher priority for the U.S.?
There’s a lot of chatter recently about this being Israel’s last chance for peace with the Palestinians along with dark warnings about what will happen if the talks break down. In an interview with Jeff Goldberg last week, President Obama spoke at length about what he thinks the negative ramifications will be. Echoing John Kerry, he said that demographics, settlement growth, and the possibility that Mahmoud Abbas will be gone from the scene in the near future make this the last best chance for a deal, and that should a deal not happen, Israel will face increasing isolation and the end of its status as both Jewish and democratic. He also warned of a decreased ability on the part of the U.S. to protect Israel in international institutions and from the growing hostility of the international community. Goldberg interpreted this last point as (in his words) “a veiled threat” which would suggest that the U.S. may at some point stop using its veto to shield Israel from unfavorable UN Security Council resolutions.
This comes on the heels of months of Israeli-perceived threats from Kerry, including his prediction of a third intifada if talks fail, his denouncement of Israel’s military presence in the West Bank, and most recently his observation that efforts to boycott Israel are only growing. Never mind that none of these statements were threats but were rather predictions of how other actors will behave should the two state solution disappear; the important point is that Israeli leaders have interpreted these statements as a warning that the U.S. will abandon Israel should these talks not produce results. There is also the news that Israeli defense and intelligence officials have had visas to the U.S. denied at a much higher rate over the past year, which could be an effort to warn the Israeli government about what lies ahead should U.S. wishes be defied.
For whatever reason, there is much less talk – both here and in Israel – about what will happen to the relationship with the U.S. if Israel goes and strikes Iranian nuclear sites. This strikes me as strange for two reasons. First, I think that the possibility of this happening is at least 50% and yet there is a lot more speculation about Israel not doing its best to come to an agreement with the Palestinians. Second, I strongly believe that compared to a peace process failure, Israel defying U.S. wishes on Iran will be far more harmful to the relationship and will bring a higher degree of fallout.
I have always been clear in my belief that the consequences for Israel should the two state solution evaporate will be similar to what the White House describes: isolation, boycotts, and a far more difficult dance on maintaining Israel’s democratic character along with a Jewish majority. I am not quite sure that this is the absolute last opportunity, but were I the prime minister of Israel, I would be making plans for a unilateral withdrawal from the West Bank in the eventuality that a deal cannot be reached. But that is another post for another day; the main point here is that should the talks fail, I do not think that the consequences from the U.S. will be much to fear. For starters, this show is not new. The Israelis and Palestinians have spent decades talking to each other or not talking to each other, all to no result, and the American-Israeli relationship has proceeded apace with no real ruptures. If these talks fail despite intense American intervention, it will be no different than Camp David, Wye River, Taba, the vaunted road map…you get the point. The U.S. and Israel have a long history of getting over peace process failures no matter if the administration puts the onus on Israel or on the Palestinians, and I suspect this time will be no different. The U.S. interest in getting this resolved has not grown more than it was under Clinton, and the damage to the U.S. should the talks fail does not present a vital threat. Furthermore, the peace process requires not just Israeli acquiescence but Palestinian acquiescence as well, and if reports are to be believed, the Palestinians have no intention of acceding to the security plan formulated by the U.S. and General John Allen. What this means is that if the Palestinian side is intransigent to a larger degree than the Israeli side (and so far reports indicate that to be the case), any failure will not be pinned on Israel. So for a number of reasons, this Israeli fear of a rupture is far-fetched. This is not an attempt to provide an excuse for Israel not to make a deal, since I think that Israel should agree to any and every U.S. request if it means getting an actual permanent agreement, but just an observation that the global consequences of failure will be a lot harsher than those emanating from the U.S.
In contrast, I think that Israel might want to tread more carefully when it comes to Iran, because an Israeli strike will be harder than a half-hearted peace process negotiation effort for the U.S. to shrug off. For one thing, there is not much recent history of Israel carrying out military operations that will clearly upset the U.S. and thus less of a history of getting over it for Israel to draw upon. Two examples would be the Suez crisis in 1956 and the bombing of the Osirak reactor in 1981, but neither of those are truly comparable. On Suez, Israel was operating in conjunction with Britain and France, which blunted the reaction as Israel was not seen as a sole rogue party, and on Osirak, Iraq was not viewed as such a vital interest for the U.S. and it did not embroil the U.S. in any messy aftermath. In the case of a hypothetical future Israeli strike on Iran, these conditions do not apply. Israel will be doing it alone, in defiance of U.S. wishes ahead of time, and it will affect what is likely the number one American foreign policy goal at the moment, which is a nuclear deal with Iran that leads to a more general rapprochement. Not to mention that many will view the U.S. as somehow complicit, and there is a chance of blowback directed against U.S. interests in the region. Also in contrast to the Palestinian issue, there will be no other party to blame; if things get hairy afterwards, Israel cannot share the burden of blame with someone else. It will not blow up the U.S.-Israel relationship, which is far too institutionalized and based on public affinity, but I can imagine a variety of unpleasant consequences, such as arms shipments being halted, intelligence and security cooperation suffering, the visa situation becoming even more difficult, etc.
I fully recognize that in Netanyahu’s eyes, these situations are not equal. Iran targets Israel in a variety of ways, with the seizure of the ship carrying missiles yesterday as just the latest exhibit in a mountain of evidence. Bibi views Iran as an existential threat whereas he views the Palestinian issue as one that can be managed. I disagree with his assessment, but it being what it is, his motivation and incentive structure is likely to go it alone on Iran. If Israel does that, however, it should at least factor in the costs of defying the U.S. and not assume that everything will be copacetic in the aftermath.
October 31, 2013 § 10 Comments
The all-powerful and nefarious Israel lobby is in the news again. On Tuesday, the White House briefed officials from the Israel lobby Legion of Doom – AIPAC, the American Jewish Committee, the Anti-Defamation League, and the Conference of Presidents of Major American Jewish Organizations – on efforts to halt Iran’s nuclear program, with the real aim being to get pro-Israel groups on board with the effort not to impose new sanctions on Iran. In the administration’s view, the tough sanctions that have been imposed accomplished the task of getting Iran to the negotiating table, and now that Iran appears ready to talk, even more sanctions will be counterproductive by spurring Iran to make a reinforced push to go nuclear. On the other side is Congress, where the overwhelming view is that biting sanctions are the only reason that Iran agreed to negotiate at all, and now is the time to ramp up pressure in order to force Iran into a deal rather than allowing the Iranian government to use negotiations as a mechanism for running out the clock. So far, pro-Israel groups appear to be leaning toward Congress’s view of things, and Tuesday’s meeting was part of the White House’s strategy for getting Congress to hold off.
Naturally, the fact that Jewish and pro-Israel groups received a private NSC briefing on Iran has a bunch of people up in arms about the Israel lobby wielding inappropriately outsized power, and a bunch of more unreasonable people raging about Jews controlling U.S. foreign policy. For Mondoweiss, the meeting is the latest datapoint for the proposition that Jews and the Israel lobby are the groups that count the most in foreign policy and that pro-Israel rightwing hawks drive U.S. policy in the Middle East. There is little question that pro-Israel groups are influential and that AIPAC is extremely successful, but where the argument breaks down is when it gets taken to Walt and Mearsheimer proportions, i.e. that pro-Israel groups are able to push the U.S. government into doing things it would not otherwise do or that pro-Israel groups are able to control outcomes in Congress. Max Fisher yesterday compared the lobbying efforts to strike Syria and the lobbying efforts to capture African warlord Joseph Kony and noted that the “all-powerful lobby narrative” does not stand up to the evidence at hand. I’ll quote Fisher directly on the section on AIPAC:
If the conventional wisdom about lobbying and U.S. foreign policy were true, we would expect Obama to have received wide support for his Syria plan and basically zero support for the Central African hunt for Kony. But that’s the opposite of how it turned out.
In mid-September, as President Obama pushed to get Congress’s support for Syria strikes, his administration turned to the American Israel Public Affairs Committee. If you’ve spent any time at all working on Israeli issues, Palestinian issues or MidEast issues generally, you’ve heard people on all ideological ends of the spectrum speak in hushed tones about the awesome power of AIPAC. Critics of the right-leaning, pro-Israel group often refer to it simply as “The Lobby,” as if it were so powerful that other lobbyist organizations hardly even mattered. It’s not considered especially controversial to suggest that the group plays a major role in shaping U.S. policy toward the Middle East.
AIPAC’s influence is thought to be strongest in Congress, where support for pro-Israeli policies is indeed bipartisan and passionately held. Its membership is thought to include lots of Washington power-brokers and heavy-hitters, the types who, in the common telling, pull all the hidden levers of American governance and foreign policy. So when AIPAC began lobbying on behalf of Obama’s Syria strike plan, many assumed it was a done deal, particularly since the administration most needed help in Congress, turf AIPAC knows well.
There is every indication that AIPAC threw its full weight into generating support for Obama’s Syria plan, both in Congress and among its own constituency. But the group failed utterly to even move the needle on the policy: Congress only strengthened its opposition to Obama’s Syria strikes. It was a rare public test of AIPAC’s ability to shape U.S. foreign policy and it flunked.
As Fisher then goes on to explain, the lobbying campaign to go after Kony was carried out by underfunded, inexperienced, not well connected lobbyists who targeted high school and college students, a group not exactly known for its power and influence. Yet the Kony campaign succeeded to the point where the U.S. military is currently engaged in what has been a fruitless search to locate Kony, backed by Congressional support that has not wavered. How to explain this conundrum? Fisher suggests that public opinion may be the answer, but I’ll take it one step further: public opinion is absolutely the answer, particularly when it comes to AIPAC. Pro-Israel groups succeed when the cause they are championing is already popular, and they fail when it isn’t. Yes, AIPAC is very-well connected, pro-Israel groups get courted, and even get benefits – such as private briefings – that other groups do not get. But let’s take a look at why support for increased sanctions are running so high in Congress and why the White House campaign to keep them steady is going to fail (hint: it has nothing to do with what AIPAC does or does not want).
In mid-September, Gallup did a poll asking whether Americans consider Iran to be an ally, friendly, unfriendly, or an enemy. 45% of respondents categorized Iran as an enemy and 38% said Iran is unfriendly. In early June, a CBS/NYT poll found that 58% of respondents favored military action against Iran to prevent it from developing a nuclear weapon while 37% opposed it. In March, Pew asked people which was more important: preventing Iran from developing nuclear weapons even if it means taking military action, or avoiding military conflict with Iran even if it means that Iran develops a nuclear weapon, and 64% favored military action vs. 25% who wanted to avoid military conflict. Finally, in the most recent poll that asked about sanctions, which was from March 2012 (after the first round of sanctions had already been put in place), 74% were in favor of increasing sanctions against Iran while 21% were not. (All of the polls can be found here). Given Iran’s recent outreach efforts following Rouhani’s election, it is very possible that a poll taken today would find that support for increasing sanctions is below that 74% number, but I doubt it’s down in a significant way given the current numbers viewing Iran as hostile. The point here is that AIPAC does not need to do much lobbying of Congress to get it to support increased sanctions, because this is a policy that is overwhelmingly popular. The idea that Congress would be marching in lockstep with the White House’s foreign policy preferences on this issue were it not for the covert whisperings of Howard Kohr and Abe Foxman is simply nonsense and intellectual laziness. When AIPAC’s preferences align with public opinion, it is successful; when its preferences go against public opinion, it’s not. It is really that simple, and if you want a lot more on this, go read my (unfortunately paywalled) peer-reviewed article in Security Studies on this very subject, complete with case studies and everything (link is here).
The irony of this is that Walt and Mearsheimer’s book and the loud insistence of Israel lobby truthers that AIPAC controls U.S. policy in the Middle East has, more than anything else, enhanced the power of pro-Israel groups by convincing a growing number of people that the mistaken perception is actually true. This in turn leads to government officials believing the hype, and thus you get the ADL and AJC invited to a private briefing at the White House out of a belief that these groups have far more power than they actually do. The bottom line is that Congress in this instance is going to do what public opinion tells it to do, and the Israel lobby’s preference that Iran sanctions be increased is not what is driving policy here in any real way.
October 17, 2013 § 3 Comments
This post is a co-production with my close friend and colleague Steven Cook, and is cross-posted on his blog From the Potomac to the Euphrates.
Ehud Barak’s political instincts have never been great, but his security instincts are generally top-notch. So when he warned in 2010 that any intelligence information shared with Turkey might be passed on to Iran, his fears may not have been completely unfounded. David Ignatius reported yesterday that in 2012, Turkey deliberately blew the cover of ten Iranians who were working as Israeli agents and exposed their identities to the Iranian government. Ignatius also wrote that in the wake of the incident, which was obviously a large intelligence setback for efforts to halt Iran’s nuclear program, the United States did not protest directly to Turkey and instead walled off intelligence issues from broader policymaking.
There are lots of questions that Ignatius’s report raises, and it will take some time to parse them out and figure out the answers. First and foremost is the report completely accurate? This is a very big deal if true, and it casts increasingly cool U.S. behavior toward Turkey over the past year in a more interesting light, yet it also makes it puzzling to figure out how something like this was kept quiet. Likewise, it is tough to see how and why the United States would separate intelligence issues from larger policy issues in the wake of such a huge betrayal of an important U.S. intelligence ally. Especially when such duplicity amounts to a purposeful blow to joint American-Israeli aims to slow down Iran’s nuclear program.
Next, who are the sources for this story, and why leak the story now? If this new information came from the United States, then it indicates that someone has finally had it with Turkey turning a blind eye to (if not actively enabling) a growing al-Qaida presence in Syria, and anger over Turkey’s deal to buy a missile defense system from a Chinese firm already under sanctions rather than from NATO. The flip side to this is that if it is a U.S. government source fed up with Turkish behavior, it also does not cast the United States in a great light given the lack of an official reaction following Turkey’s exposure of Israeli intelligence assets. If the leak came from the Israeli side, then the timing is strange since there would have been little reason to hold this information until now, as Israeli-Turkish relations were at their absolute low point. The only plausible reason for Israel to leak this now would be if it came from someone who is disenchanted with Bibi Netanyahu’s efforts to patch things up with Turkey, as these allegations are deeply embarrassing in light of the Mavi Marmara apology.
Questions aside, and assuming that the veracity of the report– and so far no American or Israeli official has publicly denied it – the bigger picture here is not the future of Israel-Turkey ties, but how the United States views Turkey. It is important to remember that from its earliest days the Obama administration sought to rebuild and strengthen ties with Ankara during a particularly difficult period that coincided with the American occupation of Iraq and the return of PKK terrorism. The Turks got a presidential visit and speech to the Grand National Assembly, Obama punted on his promise to recognize the Armenian genocide, and more broadly brought a new energy and urgency to a partnership that American officials hoped would work to achieve common goals in a swath of the globe from the Balkans to Central Asia.
What started off well-enough quickly ran into trouble. By the spring of 2010, the Turks had negotiated a separate nuclear deal with Iran (and the Brazilians) that the administration claimed it had not authorized and voted against additional UN Security Council sanctions on Tehran. Then the Mavi Marmara incident happened, further complicating Washington’s relations with both Ankara and Jerusalem. A “reset” of sorts occurred on the sidelines of the September 2010 G-20 summit in Toronto with a meeting in which President Obama and Prime Minister Erdoğan talked tough with each other and cleared the air, setting the stage for what Turkish officials like to describe as a “golden age” in relations. Even so, despite the apparent mutual respect—even friendship—between President Obama and Prime Minister Erdoğan, there was a sense that the Turks did not share interests and goals as much as advertised. For example, there was Erdoğan’s visit to Tehran in June 2010 when he implicitly justified Iran’s nuclear program. There were also difficult negotiations over a NATO early warning radar system on Turkish territory and after Ankara finally agreed, last minute needless wrangling over Israeli access to the data from the system .
More recently, Turkey has spurned its NATO allies in order to build a missile defense system with China. Ankara has also been enormously unhelpful on Syria, even working at cross-purposes against current U.S. aims. The Turks have complicated efforts to solve the political crisis in Egypt by insisting that deposed President Mohammed Morsi be returned to office and thus only further destabilizing Egyptian politics. In addition, these new revelations (along with ongoing efforts to get around sanctions on Iranian oil and gas) make it clear that Turkey has been actively assisting Iran in flouting American attempts to set back Iran’s nuclear capabilities. The state-owned Halk Bank was, until recently, involved in clearing financial transactions for Iranian counterparts, though Istanbul’s gold traders continue to do a robust business with Iran. And this all comes on top of the general fallout that has ensued as a result of Turkey doing everything in its power to take shots at Israel (which, no matter if some Turkish analysts want to argue that Ankara is more strategically valuable to the U.S. than Jerusalem, is a critical U.S. ally), whether it be absurdly blaming Israel for the coup in Egypt or preventing Israel from participating in NATO forums.
Considering Turkey’s record, how can the Obama administration continue to tout Turkey as a “model partner” or even treat it as an ally? Not a single one of its goals for Turkey—anchoring Turkey in NATO and the West; advancing U.S. national security goals such as non-proliferation, counter-terrorism, and promoting democracy; and holding Turkey out a “model” of a secular democracy—have been met. Ignatius’s recent revelation, if true, undermine the first two goals. As for the third, Erdoğan’s continuing harsh crackdown on protesters resulting from last summer’s Gezi Park demonstrations, pressure on journalists, efforts to intimidate civil society organizations, and other efforts to silence critics makes Turkey a negative example for countries struggling to build more just and open societies. We have crossed the line of reasonable disagreement and arrived at a point where Turkey is very clearly and very actively working to subvert American aims in the Middle East on a host of issues. That Erdoğan and/or his intelligence chief Hakan Fidan were willing to undermine a broad Western effort to stop Iran’s nuclear development for no other reason than to stick it to Israel should be a wake-up call as to whether the current Turkish government can be trusted as a partner on anything.
May 1, 2013 § 7 Comments
Ben Alter (who has done yeoman’s work editing the last couple of pieces I’ve written for Foreign Affairs) and Ed Fishman wrote an insightful op-ed for the New York Times this past Sunday in which they argued that American energy independence – which may be a reality by the end of the next decade – will have a downside too, which is that it will lead to massive destabilization in states that rely on high global energy prices. States like Russia, Saudi Arabia, and Bahrain depend on revenues from oil and natural gas to maintain to dole out patronage and co-opt the opposition, but the introduction of U.S. shale gas into the global marketplace will lower energy prices worldwide, and Alter and Fishman argue that it will create domestic unrest and even regime change in petrostates, which will in turn put shipping lanes in harm’s way, endanger counterterrorism cooperation and efforts to deal with Iran between the U.S. and Arab Gulf monarchies, and force Russia into a more aggressive and territorial foreign policy. The upshot here is that energy independence will not allow the U.S. to withdraw from the world as it is no longer dependent on Middle Eastern oil producing states, but rather the U.S. will still have to act as the liberal hegemon guaranteeing the safety of global trade, maintaining great power stability, and working to spread democracy so that the international system remains relatively stable.
Writing in Forbes in response, Christopher Helman says that Alter and Fishman baked a faulty assumption into their argument since the price of oil will never get as low as $50 a barrel (and he accuses them of taking liberties with the report that they presumably cite), and that even if the global price did hit that floor, it wouldn’t remain there as unrest in petrostates would cause global prices to skyrocket once more. Another scenario is that OPEC states would cut their production in order to inflate prices back up to $90-$100 per barrel in order to maintain their current levels of government spending. While this criticism may be accurate, Helman is misreading the important takeaway from Alter and Fishman’s piece, which is that there are unintended consequences that emanate from even what appear to be the rosiest of scenarios. In short, U.S. energy independence and lower energy prices will be a great development for the U.S. in many respects, but it will also create a host of negative externalities that will require the U.S. to stay on its toes.
While reading the Alter/Fishman piece, I couldn’t help but think about how their argument applies to Iran and the question of whether a nuclear arms race in the Middle East will ensue should Iran achieve nuclear status. There is a wide-ranging debate over whether this scenario is a realistic one, with no less than President Obama (and thus presumably the CIA and other U.S. intelligence agencies) warning that a nuclear Iran will set off a regional nuclear arms race, and analysts such as my close friend Steven Cook arguing that nuclear dominoes will not fall in the Middle East as Turkey, Egypt, and Saudi Arabia either don’t have the scientific capability and infrastructure or the cash on hand to build their own bombs. I do not claim to have any expertise in this area at all, and Steven certainly knows his stuff, but let’s assume for a moment that of these three candidates, Saudi Arabia could conceivably go nuclear given that the Saudis have the cash to buy the technology and build the infrastructure they would need in a hurry. Let’s also assume that Alter and Fishman’s predictions unfold, and U.S. energy independence destabilizes Saudi Arabia in fifteen years and leads to the fall of the ruling family and the government. Isn’t this in many ways the ultimate nightmare scenario – not that the current governments in the Middle East will become nuclear powers, but that whomever or whatever replaces them will be nuclear powers?
Anyone who knows anything about U.S. foreign and defense policy knows that the most pressing problem facing the U.S. right now is not the rise of China or the fight against al-Qaida. It is the possibility that the Pakistani government will fall and that Pakistan’s nuclear weapons will be taken over by extremists. Only slightly less worrisome is that the lax command and control structure that exists for Pakistan’s nuclear stockpile – and for those who don’t pay close attention to these things, it turns out that the Pakistani government moves its nukes in and out of traffic in barely guarded civilian vans so that we won’t steal them – will lead to a nuke being stolen or even accidentally launched. This is the reason that the U.S. keeps on propping up the Pakistani government and throwing money into a Pakistani black hole despite mountains of evidence that Pakistan is not our ally and actually works to undermine the U.S. in Afghanistan and other places.
Now let’s replicate this situation in Iran, or Saudi Arabia, or any other slightly shaky Middle Eastern state that may be inclined to try and acquire nuclear weapons in response to Iran, and that later falls due to the instability unleashed by the Arab Spring or the instability unleashed by falling oil prices. Or imagine the nightmare that we would be dealing with right now in Syria if Israel had not bombed the Syrian reactor a few years ago and Syria had somehow made a successful mad dash for a nuke, and that instead of worrying about missing Syrian chemical weapons, we were worrying about missing Syrian nuclear weapons. I am not someone who worries about the current Iranian regime actually using a nuke should it develop the capability to build one – although I do worry about the cascade effects of Iran having the bomb and thus making its support for international terrorism and groups like Hizballah largely untouchable – but I certainly worry enormously about what would happen to an Iranian nuke in the chaos following the current regime falling, or a Saudi nuke in the chaos of the monarchy falling. Maybe I have missed the conversation on this issue, which would be understandable since I am not a nuclear policy person, but shouldn’t the conversation surrounding Iran and its nuclear program be a little more focused on the Pakistanization of this problem in a regional context when energy prices fall rather than solely on whether the Iranian regime can be trusted not to nuke Tel Aviv?