Tom Friedman Dashes Any Hopes I Had For A Peace Deal

February 4, 2014 § 8 Comments

As regular readers know (although since I have been so neglectful about blogging, I’m not sure I can legitimately claim to have any regular readers anymore), I am never optimistic that a successful Israeli-Palestinian peace deal is on the horizon. For some reasons why not, you can read this or this or this or this. The two sides are way too far apart on core issues, don’t even necessarily agree about what the most important core issues are, make demands that the other side will not meet, and feel that they have better options available to them, not to mention the fact that the negotiations are designed to rectify the problems of 1967 when in reality the issue is 1948. There is no sense of urgency and the two sides are completely talking past each other. Despite all of this, the reports from the Kerry camp have been consistently optimistic, the team led by Martin Indyk has been beefing up staff, and it actually seems like maybe both sides will accept a framework agreement. So despite my conviction that none of this will lead to anything permanent or concrete, maybe it all demonstrates that there is some light at the end of a very far tunnel.

And then I read Tom Friedman’s column this week in the New York Times, and I am now even more pessimistic than before. Entitled “Abbas’s NATO Proposal,” it turns on the idea that NATO will have to keep troops in the West Bank indefinitely in order to have the security arrangements for a peace deal fulfilled. In Abbas’s words, NATO troops “can stay to reassure the Israelis, and to protect us. We will be demilitarized. … Do you think we have any illusion that we can have any security if the Israelis do not feel they have security?” Friedman argues that this is a suggestion worthy of consideration because it meets Israeli security needs and meets Palestinians needs to not have an Israeli military presence in the West Bank after an initial five year period, and presumably only NATO can bridge this gap.

It all sounds very nice, but the fact that Abbas is pushing it says to me that he is either fundamentally unserious or knows just how desperate the situation is, and neither of those possibilities is encouraging. None of the three constituencies involved in this scenario would ever actually accept the parameters as Friedman lays them out. Start with the Palestinians, for whom it would be a hard sell having some security force confined to the Jordan Valley, and then think about the idea of having foreign troops spread throughout an entire Palestinian state forever. It is one thing to have foreign troops confined to a very distinct area, as is the case with American troops in South Korea, and quite another to have them literally anywhere and everywhere. I find it hard to believe that Abbas speaks for his own constituency in opening up this possibility, let alone for groups like Hamas that don’t accept his authority at all. The loss of sovereignty that comes with a demilitarized state is a hard enough obstacle to overcome, and throwing this additional factor on top blows the whole thing up. Troops for a finite number of years, or confined to a specific location, or with limited authority; these are all things that are potentially workable from the perspective of what the Palestinian side might reasonably accept. What Abbas suggests is not, plain and simple, and it makes me wonder whether he has any credibility left on his own side.

Next come the Israelis, who as Abbas relayed via Friedman do not want to have any third party overseeing their own security, and rightly so. UN troops based in Sinai literally cleared out of the way in 1967 when Nasser ordered them out in preparation for a strike against Israel (a strike that the Israelis preempted with the Six Day War), and the UN force in Lebanon hasn’t exactly been effective at preventing Hizballah from shooting rockets across the border, abducting soldiers, or conducting sniper attacks. That Friedman brings these examples up as something that Israel has tolerated before is completely removed from the reality of what Israel will accept when it comes to territory right on Tel Aviv’s doorstep. In both of these instances, foreign forces meant to in some measure safeguard Israeli security have been complete and unmitigated failures. Furthermore, Friedman is talking about NATO troops, and in case you haven’t been paying attention, Israel and various European NATO countries aren’t always on the best of terms. Israel is convinced that Europe is out to get it and that Europeans side with the Palestinians over the Israelis in every instance – convictions, by the way, that are not entirely unrooted in fact – and accepting American troops as guarantors of Israeli security would maybe, maybe eventually be ok with the Israelis. But NATO troops as the first line of defense against Palestinian rockets? I find it very hard to see an Israeli government that can be elected in the current climate ever acceding to that condition.

Finally comes NATO itself. Think about the reaction the vast majority of Americans have right now to sending U.S. troops to another location overseas in order to fight a war or safeguard vital American interests. Then think about the reaction people will have to sending U.S. troops to police a political and territorial dispute in which we are not involved in any way. Then realize that nearly every other NATO country is even more reticent than we are to put troops into harm’s way, particularly when it will involve those troops being stationed in a Muslim-majority country. I could keep going, but it seems unnecessary at this point. No elected politician will be able to justify any type of real commitment to such an operation, and quite frankly, why would they even if they could get away with it politically? I care about Israeli-Palestinian peace as much as anyone, but this is not something that NATO countries will be eagerly signing up for, not to mention that it is well, well beyond NATO’s mandate. Is Abbas or Friedman suggesting that a NATO country is at risk, necessitating placing NATO troops inside the West Bank? Or that NATO has somehow evolved into an organization that is willing to send its resources anywhere in the world for the sake of peace?

The bottom line is that if this proposal is what a peace agreement will hinge upon, you can forget seeing anything resembling a permanent agreement between the Israelis and Palestinians for decades. I hope Abbas has something else up his sleeve.

Israel’s Unnatural Dreams For Its Natural Gas

October 23, 2013 § 6 Comments

On Monday, Israel’s High Court cleared the way for Israel to export 40% of its new natural gas bonanza after rejecting petitions that challenged the government’s export plan. The Israeli government harbors high hopes of reaching $60 billion in profits over the next two decades from natural gas exports, and so the High Court’s decision is being celebrated as paving the way for an economic windfall. The problem is that there are some very big and intractable regional issues that have to be settled before Israel sees even a shekel from gas exports, and the prospect for all of this coming together is quite slim. If anything, Israel’s natural gas fields are going to end up sparking competition and regional destabilization rather than the opposite.

There are two ways for Israel to export its natural gas. The first is via pipeline to Turkey and hooking up with the planned TANAP or TAP pipelines in order to send Israeli gas to the rest of Europe. The prospects of Israel and Turkey cooperating on a pipeline deal at this point are laughable when the two sides cannot even agree on something as basic and simple as compensation for the Mavi Marmara deaths, not to mention the most recent unpleasantness between the two countries. Let’s assume for a moment though that cooler heads are able to prevail and mutual economic interests override the basic domestic politics of both countries, there is still a thornier problem of geography. A pipeline from Israel to Turkey has two possible routes. The first runs through Lebanon and Syria, which is a non-starter for all sorts of obvious reasons. The second route is undersea and has to travel through Cyprus’s exclusive economic zone. Given the animosity between Turkey and Cyprus and Turkey’s adamant insistence that is does not and never has occupied any part of Cyprus, reconciliation between these two parties over an issue that has been dubbed a diplomats’ graveyard is not on the horizon. It is true that there are many good reasons for a deal to happen, from the fact that there is a lot of money at stake to the fact that Turkey is completely isolated on the Cyprus issue and is the only country in the world that even recognizes the Turkish Republic of Northern Cyprus as an independent state, but that doesn’t mean that movement is imminent. Greek Cypriots overwhelmingly rejected a painstakingly negotiated federal model in 2004, and there is no reason to think that opinion on this has changed. What this means is that a pipeline, which would be the most cost-effective and easiest solution, is out for now.

The other way for Israel to export its gas is to liquify it and ship LNG to Turkey and other destinations. This comes with its own set of challenges as well. The first is that liquifying natural gas is an expensive process that reduces profit margins as compared to shipping it via pipeline. On top of the process itself, it requires building an LNG terminal that takes approximately 3-5 years to build and costs somewhere between $5 billion and $10 billion, which cuts into profits even further. An LNG terminal is unlikely to be built in Israel itself due to legal and environmental challenges, which again leaves Cyprus as the natural partner, but absent reconciliation between Turkey and Cyprus, shipping LNG to Turkey from a Cypriot LNG terminal is likely off the table. Without a Turkish market for gas, Israel is not going to expend the time and resources to build a LNG terminal in Cyprus to then have it essentially be bricked. Even assuming that Turkey and Cyprus are able to patch things up and Israel goes the LNG route, the security challenges posed by protecting an Israeli LNG terminal that is in Cyprus rather than in Israel and then protecting Israeli tankers plying the waters of the Eastern Mediterranean are enormous. Israeli ships carrying Israeli natural gas are immediately going to become an attractive target for all manner of jihadi and terrorist groups, and the Israeli Navy does not now have the capacity to protect such a potentially large venture.

So the bottom line is that a boom in natural gas exports is not assured by any means. No matter which way Israel turns, the path to huge profits from natural gas is complicated by geopolitics that have so far proved immune to easy resolution. In the short term, the answer is likely to send natural gas to Jordan, which will be profitable to a limited extent since Jordan is not a very big market. Another cheap alternative with much larger potential is to export to Egypt, but despite Energy Minister Silvan Shalom’s insistence that this avenue is open, the Egyptians claim that they have no interest in buying Israel’s natural gas.

Looking at the bigger picture, Israel’s long term problem may be more serious than simply not having a viable market for its exports. Turkey and Egypt both project very high growth in energy demand with no real energy resources of their own at the moment, and they are sitting next to countries – Israel and Cyprus – that are resource rich and with whom they do not have great relations. In addition, there are claims on Eastern Mediterranean gas fields being made by Lebanon and by the Palestinians in Gaza, not to mention Northern Cyprus’s claims to the fields claimed by the Cypriot government. How these tensions will be resolved is unclear and anyone’s guess, but a very combustible situation is developing, and the idea of major resource conflict at some point is not all that far-fetched. Should the Israel-Turkey-Cyrpus triangle not get resolved to each party’s relative satisfaction, the Eastern Mediterranean may very well become a lot less placid.

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