Heads I Win, Tails You Lose

August 14, 2012 § 6 Comments

I don’t know if you guys have heard, but apparently Israel is about to go to war with Iran. Not only that, but it doesn’t actually matter what is going in Israel or the rest of the world, because any event or environment can be interpreted to mean that an Israeli strike is just around the corner. In fact, an imminent Israeli attack can be predicted based on two diametrically opposed sets of facts. For instance, in May it was reported that the decision to attack was imminent because Israeli officials were being uncharacteristically silent, and this speculation lockdown meant that an attack was about to come. As one unnamed Israeli official said, “Nobody is saying anything publicly. That in itself tells you a lot about where things stand.” So the lesson is that when things are quiet, an attack is on the way. But wait – now there is a slew of reports that Israel has decided to attack because all sorts of officials are openly talking about it, and everyone knows that rampant speculation means that an attack is about to come. So the lesson now is that when there is lots of noise about an attack, an attack is on the way. Isn’t it nifty how that works? No matter what Israeli officials are saying and doing, a strike on Iranian facilities can be easily predicted.

The same can be applied to the looming presence of Bibi Netanyahu’s father, Ben-Zion Netanyahu. When Ben-Zion was alive, his influence over his son meant a strike was more likely. Now that he recently passed away, Bibi’s desire to heed his father’s warnings and sense of history make a strike more likely. How about the Likud-Kadima unity deal? When it was announced, some interpreted it to mean that a strike on Iran was now coming (which, for the record, I pointed out as bad analysis at the time). Now that Mofaz is even more clear that he opposes a unilateral Israeli strike, I have no doubt that someone somewhere has made the argument that Bibi let the coalition fall apart in order to pave the way for an attack on Iran. I could go on, but you get my point. The process at work here seems to assume that an attack will happen and then reverse engineer the facts to support that conclusion, rather than looking at the facts and trying to ascertain in light of those facts what is most likely to occur.

Rather than interpret any and every event as leading to war, let’s take a step back and assess actual factors that might mean an Israeli strike is more or less likely. To my mind, the recent extremely public chatter weighs against things, since successful Israeli strikes in the past – Iraq in 1981 and Syria in 2007 – were complete surprises and were not in any way publicly telegraphed. In contrast, we have heard that Israel was readying to strike at Iran for nearly a decade now, and yet it still hasn’t happened.

Also weighing against an attack is the fact that there is a lack of support for such a move from three influential groups. First is the Israeli public, which opposes a unilateral Israeli strike by 46% to 32%, and which has increasingly rated Netanyahu’s job performance as unsatisfactory over the past three months as he has ratcheted the war talk back up. Second is the U.S., whose top officials have repeatedly stated that sanctions should be given more time to work and have pleaded with Israel not to launch an attack. Third, and perhaps most significantly, Israeli officials aside from Netanyahu and Barak are staunchly opposed to a strike, and while the IDF has to carry out whatever orders are given, when the IDF chief of staff thinks that an attack is a bad idea, he is probably going to be listened to. There is also the inconvenient fact that there is no majority in the Shminiyah (or Octet), which is the inner security cabinet, for a strike on Iran, with Eli Yishai, Benny Begin, Dan Meridor, and Boogie Ya’alon all firmly opposed and Avigdor Lieberman and Yuval Steinitz reportedly wavering back and forth. Netanyahu and Barak are probably banking on the fact that the other six ministers will back them when push comes to shove, but that’s a real risk to take and the prime minister and defense minister cannot just make the decision on their own without the support of the rest of this group. In fact, one could make a good case that all of the recent war talk from the two men at the top is directed entirely at the Octet and that the chatter is completely about stirring up public pressure on them.

There are also the problems that Israel does not have the military capability to do the job thoroughly and completely by itself, that an attack on Iran would devastate the Israeli economy according to Israel’s central banker Stanley Fischer, and that the home front is woefully underprepared. There are indications that Netanyahu and Barak are deluding themselves about this last factor with their speculation that a retaliation from Iran would claim no more than 500 Israeli lives, but one would think that they will conduct a real and thorough analysis of the potential damage and loss of life before making any decision.

There are, however, two new factors that point to the conclusion that Netanyahu and Barak are readying an attack. First, the government just handed Netanyahu unprecedented procedural powers to delay ministerial committee decisions and to give himself a vote on every ministerial committee irrespective of whether he serves on it or not. This to me seems like a move to make a vote on Iran go Bibi’s way by eliminating debate and making it easier to put every single other issue to the side until the Iran outcome is to his liking. Second, after waiting months to appoint a replacement for outgoing Home Front Defense Minister Matan Vilnai, Netanyahu appointed Avi Dichter last night as Vilnai’s replacement, the Home Front Command is testing the emergency text message alert system this week, and gas masks and supply kits are being distributed around the country. This indicates that the government is suddenly taking the mission seriously of preparing its citizens for war, and unlike hawkish rhetoric, the recent moves are tangible and actually cost something.

So, all in all, it appears to me that a strike on Iran is still unlikely, but it is not out of the question. More stuff like this from the press and various analysts would be helpful, rather than people running around with their hair on fire and claiming that an attack is coming because the sun rose in the east this morning and will set in the west this evening. More facts please, and less rampant breathless speculation.

Lessons From The Israeli Comptroller’s Report

June 13, 2012 § 1 Comment

Israeli Comptroller Micha Lindenstrauss released a report earlier today slamming Bibi Netanyahu and Ehud Barak for their shoddy preparation, decision-making, and faulty assumptions in the lead up to the violence aboard the Mavi Marmara two years ago. Lindenstrauss detailed the way in which Netanyahu ignored warnings to convene the cabinet and hold a group discussion about how to prepare for the flotilla, did not consult with the National Security Council (a body first created by Netanyahu when he served as prime minister in the 1990s and with which the PM is required by law to consult), and along with Barak ignored warnings from military officials that boarding the boat would be a violent and potentially fatal enterprise. The picture painted here is one of two men making decisions in isolation without involving any other people with expertise and experience, rejecting or downplaying warnings that contradict their previously formed opinions, and forming plans without all the necessary information because they either couldn’t be bothered to obtain it or willfully ignored it. Unsurprisingly given what the report says about how he processes information contradicting what he already believes, Netanyahu’s response was to essentially ignore it by saying that Israeli security under his watch proves that there are no problems.

Amir Mizroch has a devastating critique of Netanyahu and Barak in which he points out that this behavior is not surprising given the two men’s backgrounds as elite commandos, which leads them to view everything as a military problem to be neutralized rather than looking at the wide range of security and diplomatic implications. This created a terrible problem that is ongoing with Turkey, and it does not inspire confidence on Netanyahu and Barak’s threat assessment regarding Iran, their willingness to legitimately exhaust all other options before striking Iran’s nuclear facilities, or their preparedness and sense of reality for what the aftermath of an attack on Iran will bring. Netanyahu has faced an avalanche of criticism from former defense and intelligence officials, and he or his spokesmen have brushed it all aside by denigrating their motives, their current level of knowledge, their lack of understanding of just how existential the Iranian threat is, and stressing that ultimately only he is responsible for the fate of Israel and the Jewish people. It has been widely reported for months, if not years at this point, that he and Barak are keeping their own counsel and not involving the rest of the security cabinet when it comes to national security decision-making. In short, nearly every mistake that the pair made in the run-up to the flotilla as outlined in Lindenstrauss’s report is being made a second time in the run-up to a decision on Iran. After reading this, does anyone still trust that Netanyahu and Barak have looked at all the angles, considered every possibility, and are listening to the opinions given and information presented by the IDF and the Mossad? Jeffrey Goldberg has just posted a write up of an interview he did with former Mossad chief (and strident Netanyahu critic) Meir Dagan in which the following paragraph appears:

But what angers him most is what he sees as a total lack of understanding on the part of the men who lead the Israeli government about what may come the day after an Israeli strike. Some senior Israeli officials have argued to me that a strike on Iran’s nuclear facilities might actually trigger the eventual downfall of the regime. Dagan predicts the opposite: “Judging by the war Iran fought against Iraq, even people who supported the Shah, even the Communists, joined hands with (Ayatollah) Khomeini to fight Saddam,” he said, adding, “In case of an attack, political pressure on the regime will disappear. If Israel will attack, there is no doubt in my mind that this will also provide them with the justification to go ahead and move quickly to nuclear weapons.” He also predicted that the sanctions program engineered principally by President Obama may collapse as a result of an Israeli strike, which would make it easier for Iran to obtain the material necessary for it to cross the nuclear threshold.

That Netanyahu has brushed off Lindenstrauss entirely is disturbing, since it suggests that he has learned nothing from his previous mistakes and is set in the way he makes decisions. Netanyahu claimed to the comptroller that nobody ever mentioned to him the possibility that taking the Mavi Marmara would end in fighting, but the report details that at least three ministers raised objections and questions along these line and were simply ignored. How many more scathing post-mortems of failed Israeli military operations need to be issued before some lessons are learned? Apparently the Winograd Commission did not do the trick, and the Lindenstrauss flotilla report has already met the same fate less than 24 hours after being released. If Netanyahu sincerely plans on striking Iran, he had better have all of his ducks in a row, since the flotilla blowback is nothing compared to what will happen should Israel be unprepared for an Iranian or Hizballah response. Netanyahu has now used up his last credible excuse, since nobody is going to believe at this point that he has listened to every possible voice and considered a wide range of advice. He needs to firm up his decision-making process to ensure that whatever he choice he eventually makes is an informed one.

Time to Learn How To Spell Azerbaijan in Hebrew

March 28, 2012 § 2 Comments

Mark Perry has a long piece on the FP website contending that Israel is gearing up to use Azerbaijan as a possible staging ground for an attack on Iran, and that at the very least Azerbaijan will provide a safe landing point for Israeli bombers following a strike in addition to serving as a base for search and rescue operations. It is tough for me to know quite what to make of Perry’s reporting. At first glance, this seems like a strange move for the Azeris to make. They stand to create a diplomatic firestorm with Iran and Turkey, both of whom are Azerbaijan’s neighbors and both of whom are significantly larger and militarily more powerful than Azerbaijan. To openly assist Israel in attacking Iran would place Azerbaijan in the path of certain Iranian retaliation, and unlike U.S. backing of Israel, no such protection and military help is guaranteed to come Azerbaijan’s way. From an international relations perspective, given its proximity to Iran, the power imbalance between the two countries, and the absence of great power backing, it seems to make more sense for Azerbaijan to bandwagon with Iran than to help Israel balance against it.

On the other hand, in many ways Azeri assistance to Israel in an effort to poke Iran in the eye has been a long time coming. Iran and Azerbaijan have an extremely tense relationship dating back to the fact that Azerbaijan was once part of Iran and there are 20 million ethnic Azeris living in Iran over whom the Azeri government oftentimes claims sovereignty. The relationship between the Iranian government and its Azeri citizens mirrors that of Turkey and its Kurdish citizens, with the Iranian government discriminating against Azeri language and culture in an effort to make Azeris more Iranian. In addition, Azerbaijan recently arrested 22 people on charges of spying for Iran, and after Israel canceled its $140 million deal to provide Turkey with drones it turned around and announced a $1.5 billion arms deal with Azerbaijan that included drones and missile defense. Azerbaijan provides 30% of Israel’s oil and transports it there via an Azeri pipeline, which is another move that must antagonize the Iranian government. There are also lingering disputes over Iranian trade deals with Armenia and a host of other issues that make the Iran-Azerbaijan relationship one fraught with danger.

The sum total of all this is that it makes perfect sense to me that Israel is trying very hard to secure Azeri assistance for all sorts of contingencies as it makes military plans to deal with Iran. It does not necessarily follow, however, that Azerbaijan will take what would be a massive escalatory step forward in actively helping Israel attack Iran. I buy Perry’s argument on allowing Israel to launch search and rescue missions from Azeri territory more than I buy the notion of Israeli bombers using Azeri airfields as a secret staging ground for bombing runs. The first would come dangerously close to the line of open hostility toward Iran while the second would blow right past it, and I’m not sure that Azerbaijan is in a secure enough position to risk the latter scenario.

Is Netanyahu The Decider on Iran?

March 22, 2012 § 1 Comment

The quick answer is only partially. In undertaking such a big decision, the Prime Minister needs to gain approval of a larger group of ministers. Eli Lake reported on the smaller group called the Octet (Shminiya in Hebrew) that is comprised of an informal group of seven officials aside from Netanyahu – Ehud Barak (Defense), Avigdor Lieberman (Foreign), Eli Yishai (Interior), Dan Meridor (Intelligence), Moshe Yaalon (Strategic Affairs), Yuval Steinitz (Finance), and Benny Begin (minister without a profile). However, Lake’s take is not entirely accurate, since there is a Lake focuses on the Octet, but also mentions the larger official security-political cabinet of fourteen that would probably have to give the official go-ahead before Netanyahu undertakes a decision. There is a lot of speculation on where people fall on the issue with some waffling, and Lake contends that Lieberman has switched his position from being against a strike to being in favor of a strike. There was a report in Maariv last week (Hebrew language only) that in the group of fourteen, eight are in favor of an attack and six are against. Of perhaps greater consequence though is that four members of the Octet – Yaalon, Yishai, Meridor, and Begin – are currently opposed to Israel carrying out a strike, and if Lake is correct that this is the group that actually needs to come to an informal consensus, it contributes more evidence to my argument that an attack on Iran is not imminent. Other people to watch are high ranking IDF officials, with Chief of Staff Benny Gantz having to be on board for a strike irrespective of the cabinet’s views. Pay attention to the speculation that you read arguing that Israel will or will not go ahead with a strike, and remember that anyone who paints it simplistically as being solely up to Bibi and his mood does not have any real idea how the Israeli political system works. Netanyahu is in favor of an attack, but unlike George W. Bush he is not The Decider.

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