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Thinking the Unthinkable -From STRATFOR

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Gunny Sergeant
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I thought this was a worthwhile read for people, as the dilemma approaches. It is from STATFOR.COM
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<span style="font-size: 11pt"><span style="font-weight: bold">Thinking About the Unthinkable: A U.S.-Iranian Deal</span></span>
By George Friedman

The United States apparently has reached the point where it must either accept that Iran will develop nuclear weapons at some point if it wishes, or take military action to prevent this. There is a third strategy, however: Washington can seek to redefine the Iranian question.

As we have no idea what leaders on either side are thinking, exploring this represents an exercise in geopolitical theory. Let’s begin with the two apparent stark choices.

Diplomacy vs. the Military Option
The diplomatic approach consists of creating a broad coalition prepared to impose what have been called crippling sanctions on Iran. Effective sanctions must be so painful that they compel the target to change its behavior. In Tehran’s case, this could only consist of blocking Iran’s imports of gasoline. Iran imports 35 percent of the gasoline it consumes. It is not clear that a gasoline embargo would be crippling, but it is the only embargo that might work. All other forms of sanctions against Iran would be mere gestures designed to give the impression that something is being done.

The Chinese will not participate in any gasoline embargo. Beijing gets 11 percent of its oil from Iran, and it has made it clear it will continue to deliver gasoline to Iran. Moscow’s position is that Russia might consider sanctions down the road, but it hasn’t specified when, and it hasn’t specified what. The Russians are more than content seeing the U.S. bogged down in the Middle East and so are not inclined to solve American problems in the region. With the Chinese and Russians unlikely to embargo gasoline, these sanctions won’t create significant pain for Iran. Since all other sanctions are gestures, the diplomatic approach is therefore unlikely to work.

The military option has its own risks. First, its success depends on the quality of intelligence on Iran’s nuclear facilities and on the degree of hardening of those targets. Second, it requires successful air attacks. Third, it requires battle damage assessments that tell the attacker whether the strike succeeded. Fourth, it requires follow-on raids to destroy facilities that remain functional. And fifth, attacks must do more than simply set back Iran’s program a few months or even years: If the risk of a nuclear Iran is great enough to justify the risks of war, the outcome must be decisive.

Each point in this process is a potential failure point. Given the multiplicity of these points — which includes others not mentioned — failure may not be an option, but it is certainly possible.

But even if the attacks succeed, the question of what would happen the day after the attacks remains. Iran has its own counters. It has a superbly effective terrorist organization, Hezbollah, at its disposal. It has sufficient influence in Iraq to destabilize that country and force the United States to keep forces in Iraq badly needed elsewhere. And it has the ability to use mines and missiles to attempt to close the Strait of Hormuz and the Persian Gulf shipping lanes for some period — driving global oil prices through the roof while the global economy is struggling to stabilize itself. Iran’s position on its nuclear program is rooted in the awareness that while it might not have assured options in the event of a military strike, it has counters that create complex and unacceptable risks. Iran therefore does not believe the United States will strike or permit Israel to strike, as the consequences would be unacceptable.

To recap, the United States either can accept a nuclear Iran or risk an attack that might fail outright, impose only a minor delay on Iran’s nuclear program or trigger extremely painful responses even if it succeeds. When neither choice is acceptable, it is necessary to find a third choice.

Redefining the Iranian Problem
As long as the problem of Iran is defined in terms of its nuclear program, the United States is in an impossible place. Therefore, the Iranian problem must be redefined. One attempt at redefinition involves hope for an uprising against the current regime. We will not repeat our views on this in depth, but in short, we do not regard these demonstrations to be a serious threat to the regime. Tehran has handily crushed them, and even if they did succeed, we do not believe they would produce a regime any more accommodating toward the United States. The idea of waiting for a revolution is more useful as a justification for inaction — and accepting a nuclear Iran — than it is as a strategic alternative.

At this moment, Iran is the most powerful regional military force in the Persian Gulf. Unless the United States permanently stations substantial military forces in the region, there is no military force able to block Iran. Turkey is more powerful than Iran, but it is far from the Persian Gulf and focused on other matters at the moment, and it doesn’t want to take on Iran militarily — at least not for a very long time. At the very least, this means the United States cannot withdraw from Iraq. Baghdad is too weak to block Iran from the Arabian Peninsula, and the Iraqi government has elements friendly toward Iran.

Historically, regional stability depended on the Iraqi-Iranian balance of power. When it tottered in 1990, the result was the Iraqi invasion of Kuwait. The United States did not push into Iraq in 1991 because it did not want to upset the regional balance of power by creating a vacuum in Iraq. Rather, U.S. strategy was to re-establish the Iranian-Iraqi balance of power to the greatest extent possible, as the alternative was basing large numbers of U.S. troops in the region.

The decision to invade Iraq in 2003 assumed that once the Baathist regime was destroyed the United States would rapidly create a strong Iraqi government that would balance Iran. The core mistake in this thinking lay in failing to recognize that the new Iraqi government would be filled with Shiites, many of whom regarded Iran as a friendly power. Rather than balancing Iran, Iraq could well become an Iranian satellite. The Iranians strongly encouraged the American invasion precisely because they wanted to create a situation where Iraq moved toward Iran’s orbit. When this in fact began happening, the Americans had no choice but an extended occupation of Iraq, a trap both the Bush and Obama administrations have sought to escape.

It is difficult to define Iran’s influence in Iraq at this point. But at a minimum, while Iran may not be able to impose a pro-Iranian state on Iraq, it has sufficient influence to block the creation of any strong Iraqi government either through direct influence in the government or by creating destabilizing violence in Iraq. In other words, Iran can prevent Iraq from emerging as a counterweight to Iran, and Iran has every reason to do this. Indeed, it is doing just this.

The Fundamental U.S.-Iranian Issue
Iraq, not nuclear weapons, is the fundamental issue between Iran and the United States. Iran wants to see a U.S. withdrawal from Iraq so Iran can assume its place as the dominant military power in the Persian Gulf. The United States wants to withdraw from Iraq because it faces challenges in Afghanistan — where it will also need Iranian cooperation — and elsewhere. Committing forces to Iraq for an extended period of time while fighting in Afghanistan leaves the United States exposed globally. Events involving China or Russia — such as the 2008 war in Georgia — would see the United States without a counter. The alternative would be a withdrawal from Afghanistan or a massive increase in U.S. armed forces. The former is not going to happen any time soon, and the latter is an economic impossibility.

Therefore, the United States must find a way to counterbalance Iran without an open-ended deployment in Iraq and without expecting the re-emergence of Iraqi power, because Iran is not going to allow the latter to happen. The nuclear issue is simply an element of this broader geopolitical problem, as it adds another element to the Iranian tool kit. It is not a stand-alone issue.

The United States has an interesting strategy in redefining problems that involves creating extraordinarily alliances with mortal ideological and geopolitical enemies to achieve strategic U.S. goals. First consider Franklin Roosevelt’s alliance with Stalinist Russia to block Nazi Germany. He pursued this alliance despite massive political outrage not only from isolationists but also from institutions like the Roman Catholic Church that regarded the Soviets as the epitome of evil.

Now consider Richard Nixon’s decision to align with China at a time when the Chinese were supplying weapons to North Vietnam that were killing American troops. Moreover, Mao — who had said he did not fear nuclear war as China could absorb a few hundred million deaths — was considered, with reason, quite mad. Nevertheless, Nixon, as anti-Communist and anti-Chinese a figure as existed in American politics, understood that an alliance (and despite the lack of a formal treaty, alliance it was) with China was essential to counterbalance the Soviet Union at a time when American power was still being sapped in Vietnam.

Roosevelt and Nixon both faced impossible strategic situations unless they were prepared to redefine the strategic equation dramatically and accept the need for alliance with countries that had previously been regarded as strategic and moral threats. American history is filled with opportunistic alliances designed to solve impossible strategic dilemmas. The Stalin and Mao cases represent stunning alliances with prior enemies designed to block a third power seen as more dangerous.

It is said that Ahmadinejad is crazy. It was also said that Mao and Stalin were crazy, in both cases with much justification. Ahmadinejad has said many strange things and issued numerous threats. But when Roosevelt ignored what Stalin said and Nixon ignored what Mao said, they each discovered that Stalin’s and Mao’s actions were far more rational and predictable than their rhetoric. Similarly, what the Iranians say and what they do are quite different.

U.S. vs. Iranian Interests
Consider the American interest. First, it must maintain the flow of oil through the Strait of Hormuz. The United States cannot tolerate interruptions, and that limits the risks it can take. Second, it must try to keep any one power from controlling all of the oil in the Persian Gulf, as that would give such a country too much long-term power within the global system. Third, while the United States is involved in a war with elements of the Sunni Muslim world, it must reduce the forces devoted to that war. Fourth, it must deal with the Iranian problem directly. Europe will go as far as sanctions but no further, while the Russians and Chinese won’t even go that far yet. Fifth, it must prevent an Israeli strike on Iran for the same reasons it must avoid a strike itself, as the day after any Israeli strike will be left to the United States to manage.

Now consider the Iranian interest. First, it must guarantee regime survival. It sees the United States as dangerous and unpredictable. In less than 10 years, it has found itself with American troops on both its eastern and western borders. Second, it must guarantee that Iraq will never again be a threat to Iran. Third, it must increase its authority within the Muslim world against Sunni Muslims, whom it regards as rivals and sometimes as threats.

Now consider the overlaps. The United States is in a war against some (not all) Sunnis. These are Iran’s enemies, too. Iran does not want U.S. troops along its eastern and western borders. In point of fact, the United States does not want this either. The United States does not want any interruption of oil flow through Hormuz. Iran much prefers profiting from those flows to interrupting them. Finally, the Iranians understand that it is the United States alone that is Iran’s existential threat. If Iran can solve the American problem its regime survival is assured. The United States understands, or should, that resurrecting the Iraqi counterweight to Iran is not an option: It is either U.S. forces in Iraq or accepting Iran’s unconstrained role.

Therefore, as an exercise in geopolitical theory, consider the following. Washington’s current options are unacceptable. By redefining the issue in terms of dealing with the consequences of the 2003 invasion of Iraq, there are three areas of mutual interest. First, both powers have serious quarrels with Sunni Islam. Second, both powers want to see a reduction in U.S. forces in the region. Third, both countries have an interest in assuring the flow of oil, one to use the oil, the other to profit from it to increase its regional power.

The strategic problem is, of course, Iranian power in the Persian Gulf. The Chinese model is worth considering here. China issued bellicose rhetoric before and after Nixon’s and Kissinger’s visits. But whatever it did internally, it was not a major risk-taker in its foreign policy. China’s relationship with the United States was of critical importance to China. Beijing fully understood the value of this relationship, and while it might continue to rail about imperialism, it was exceedingly careful not to undermine this core interest.

The major risk of the third strategy is that Iran will overstep its bounds and seek to occupy the oil-producing countries of the Persian Gulf. Certainly, this would be tempting, but it would bring a rapid American intervention. The United States would not block indirect Iranian influence, however, from financial participation in regional projects to more significant roles for the Shia in Arabian states. Washington’s limits for Iranian power are readily defined and enforced when exceeded.

The great losers in the third strategy, of course, would be the Sunnis in the Arabian Peninsula. But Iraq aside, they are incapable of defending themselves, and the United States has no long-term interest in their economic and political relations. So long as the oil flows, and no single power directly controls the entire region, the United States does not have a stake in this issue.

Israel would also be enraged. It sees ongoing American-Iranian hostility as a given. And it wants the United States to eliminate the Iranian nuclear threat. But eliminating this threat is not an option given the risks, so the choice is a nuclear Iran outside some structured relationship with the United States or within it. The choice that Israel might want, a U.S.-Iranian conflict, is unlikely. Israel can no more drive American strategy than can Saudi Arabia.

From the American standpoint, an understanding with Iran would have the advantage of solving an increasingly knotty problem. In the long run, it would also have the advantage of being a self-containing relationship. Turkey is much more powerful than Iran and is emerging from its century-long shell. Its relations with the United States are delicate. The United States would infuriate the Turks by doing this deal, forcing them to become more active faster. They would thus emerge in Iraq as a counterbalance to Iran. But Turkey’s anger at the United States would serve U.S. interests. The Iranian position in Iraq would be temporary, and the United States would not have to break its word as Turkey eventually would eliminate Iranian influence in Iraq.

Ultimately, the greatest shock of such a maneuver on both sides would be political. The U.S.-Soviet agreement shocked Americans deeply, the Soviets less so because Stalin’s pact with Hitler had already stunned them. The Nixon-Mao entente shocked all sides. It was utterly unthinkable at the time, but once people on both sides thought about it, it was manageable.

Such a maneuver would be particularly difficult for U.S. President Barack Obama, as it would be widely interpreted as another example of weakness rather than as a ruthless and cunning move. A military strike would enhance his political standing, while an apparently cynical deal would undermine it. Ahmadinejad could sell such a deal domestically much more easily. In any event, the choices now are a nuclear Iran, extended airstrikes with all their attendant consequences, or something else. This is what something else might look like and how it would fit in with American strategic tradition.
 
Re: Thinking the Unthinkable -From STRATFOR

I think Obama will go this route. I believe there is ample evidence that he has continued confidence that the media who carried him will continue to do so. The fact that this course is likely the most realisitic also augers for Obama's following it.
 
Re: Thinking the Unthinkable -From STRATFOR

The best commentary, analysis and proposal on this complex issue I've read. Thank you very much for posting.

This option would be the best option for the US. I hope Obama has the balls to carry it off. The military strike would be stupid and catastrophic. It would give the Chinese a window to come to the aid of their ally and put at stake ownership of the region.
 
Re: Thinking the Unthinkable -From STRATFOR

<div class="ubbcode-block"><div class="ubbcode-header">Originally Posted By: EventHorizon</div><div class="ubbcode-body">The best commentary, analysis and proposal on this complex issue I've read. Thank you very much for posting.

This option would be the best option for the US. I hope Obama has the balls to carry it off. The military strike would be stupid and catastrophic. It would give the Chinese a window to come to the aid of their ally and put at stake ownership of the region. </div></div>

I'm not sure how much we can state that attack would be the absolute worst thing we could do.

It's not balls that Obama needs, but cunning, and I think he has that. I don't like most of the things he stands for domestically, but one thing is for sure: he's very smart and has a way with people. Making nice with Iran is the only way right now. We need to get out of the region and get back to "not wartime" spending.

We can cut taxes, raise taxes, cut the government, whatever, but so long as we're spending over 100,000,000,000 (1 hundred billion) dollars a year on fighting in the middle east, we have no way to get out of our own hole.
 
Re: Thinking the Unthinkable -From STRATFOR

Interesting, except it is bull.
Ahmadinejad IS crazy. And not well liked. There will soon be another revolution in Iran. I favor an option not listed because of the pussification of America. Have him eliminated. See what sort of new government emerges. In the meantime let Israel strike the nuke targets. Forget about BDA. Just hit them. Go back in 3 months and hit them again.
 
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Re: Thinking the Unthinkable -From STRATFOR

Obama should do what all of his predecessors have done. Kick it down the road.
Honestly. If one of our prior leaders had solved the Iranian problem, there wouldn't be an Iranian problem, would there?

So why is it suddenly so critically in the middle of his plate?

There's an underlying flaw in the above blog post (not really an article so much as it is opinion).

It is assumed that the US has to do anything at all about Iran.
I don't see it that way.

We share no borders with Iran. They have no missiles that can come anywhere near us.

To me, it's like queequeg expecting me to do something about his neighbor's dogs pissing on his shrubbery.
Sure, I can offer support and advice, but ultimately, he's the one who needs to worry about what those dogs are doing in his yard. Unless those dogs somehow become capable of traveling several hundred miles up I95 just to take a leak on my shrubbery, I don't see where it's my problem.
If they do get to that point, I've got something for them.

The blogger assumes that America must continue its role as the responsible adult to the rest of the world.

Well, being both a disciplinarian and a nurse to so many other countries has made us nothing but deeper in debt and more reviled on the global stage.

We could take a lesson or two from Iran on making ourselves self-sufficient. After all, isn't that the reason that we have so few options with regards to sanctions against them?
Isolationism isn't a solution, but being able to stand alone when one needs to can be a formidable asset.

It is time for the UN to step up or shut down.

A host of other countries have and will continue to benefit from our parenting in the Middle East, yet they offer little more than criticism and an extended hand for more help.

Iran is an insatiable attention-starved brat of a country, but they are not our most pressing issue right now. Not by a long shot.

We need to become the grandparents, spending less time trying to make the kids behave and more time enjoying what we have made for ourselves.
 
Re: Thinking the Unthinkable -From STRATFOR

From 1991

51fcf3O7ZQL._SS500_.jpg



How's that one working out for you, George?



 
Re: Thinking the Unthinkable -From STRATFOR

You're pouting, again, Elmer.
 
Re: Thinking the Unthinkable -From STRATFOR

So what your saying is I'm on my own dealing with this plague of neighbor's dog pee on my Shrubbery???

I didn't even think to involve th U.N. Perhaps I should stop thinking like the Lone Ranger and get the entire global community to act with firm resolve to save my Hibiscusessss...

I honestly don't understand why anyone short of Superman wants to be President. At least Superman can go back in time, which could solve or avoid many problems...
 
Re: Thinking the Unthinkable -From STRATFOR

It's an interesting intellectual exercise in geopolitics. I must admit, it's worth consideration, and not without precedent.

I see it as tempting, and supported by its own, albeit weird, form of logic.

But my estimate would be that, as in the past; the USA will remain reactive, rather than proactive. Our history leaves a trail littered with procrastination, missed opportunities, and blind arrogance. It takes a Pearl Harbor, a 9/11, a... (well; what's next in this progression? We all know it's coming.) whatever, to get its ass in gear. And when it does, it tends to flail instinctively, rather than strike surgically.

America needs to be given the hotfoot before it realizes it has enemies, and that these enemies are real, active, and dangerous.

The Middle East shares no borders with us. True enough on the surface. But neither does Japan, Germany, Russia, Vietnam, and the list goes on. So distance has scant bearing on the subject of genuine threat.

Our alliance with Israel doesn't aid us here. It's an expensive alliance, and as a surrogate; Israel has become something of a dog who won't hunt. When I look there, I see at least as much potential for trouble as for help.

As a policy that has legs and can stand on its own, our present one is inconclusive, IMHO. All about the journey, way too little about the destination. Not the first time.

If I knew the answer, I sure 'n Hell wouldn't be sitting up here in snowy upstate New York, trying to figure out how to juggle my income and my expenses. Right now, I have true difficulty in telling my assets from a hole in the ground. For example, my tax refund this year totals a whopping $4. Four whole dollars. Break out the party favors...

So don't count on me for a blindingly brilliant solution.

But I do applaud the creative thinking and suggest that even if this solution isn't it; there's merit to continuing this particular theoretical pilgrimage.

Greg
 
Re: Thinking the Unthinkable -From STRATFOR

<div class="ubbcode-block"><div class="ubbcode-header">Originally Posted By: queequeg</div><div class="ubbcode-body">I didn't even think to involve th U.N. Perhaps I should stop thinking like the Lone Ranger and get the entire global community to act with firm resolve to save my Hibiscusessss...</div></div>

In your case, the UN would be whatever governing body has been put in place to deal with such issues. Neighborhood covenant? City or County animal control?

The main thing you need to know is that you're not alone. There are literally millions of old people just like you in Floriduh, and they can be called upon, between the hours of Dr. Phil and Final Jeopardy, to help you with your Hibiscusseseses.
 
Re: Thinking the Unthinkable -From STRATFOR

Ahmadinejad does not run Iran or establish the domestic or foreign policy of Iran. That is done by the The Guardian Council, whose 12 members are directly appointed by a council of mullahs.

The vision of Islam formulated by this council is the final word. That vision includes nuclear ballistic weapons. Persian ballistic weapons, which in the view of Iran. Counter Israeli nuclear weapons and put Iran on an even standing with other regional nuclear powers(Pakistan and India).

The fact that the 9/11 perpetrators were Sunni and not Shiite Muslims should not mislead anyone to think that Shiite militants will not attack US interests in the region.

Its a mistake to set aside U.S. regional interests when a challenge is issued to turn an American friend(Israel)into "history".

A more recent quote from Iran is;“The US knows full well that with the smallest move against Iran, Israel and 32 US military bases in the region would not be out of the reach of our missiles and would be destroyed,” the semi-official Fars News Agency quoted Mojtaba Zolnour as saying."(July 13, 2008)

When Ahmadinejad or the leader of any country makes official statements. They should be taken at their word. Bellicose saber rattling, speeches or statements for domestic consumption. Are sometimes difficult for governments or skilled political analysts to accurately decipher.

Direct actions of the Iranian government are easier to see. Supplying weapons and training to Hezbollah, Taliban and to other militants in the region. Is just a part of the regional chess game for Iran. An objective of Iranian nuclear weapons. Which would serve as a umbrella to shield further misconduct or direct military action(s) within the region.

Iran's mullahs started the most recent war between Lebanon and Israel. Using proxy armies armed and trained by Revolutionary Guards. They ordered a brutal crackdown on Iranian opposition members following the last rigged election. They have a history of meddling thought the region. And if there is one concept that history has taught mankind, its that appeasement seldom works.
 
Re: Thinking the Unthinkable -From STRATFOR

Pull out of Afgan, assemble all troops in Iraq, invade Iran, turn the Strait of Hormuz into an aquatic recreational park, make Iraq and Iran states number 51 & 52.

Forgot to mention; Keep all the oil so I can continue to roll around in my luxury sled.

-Mr Problem Solver
 
Re: Thinking the Unthinkable -From STRATFOR

Black Ops squaddies to take out all 12 + Asshatamidijihad, then let the Isrealis handle the nuke plants. Screw the Chinese by nationalizing all assets and reissuieng all American Currency so the billions they have in hold turn to worthless paper, then screw the Russians by stopping any oil from Iraq or Iran.
Lock down the entire Arab nations involved in OPEC with gunboats until they choke on all the excess oil and drop everything back down to 1950 prices( or $.10 a Gallon 100 Enstate a flat tax across the board of 2% and let the government tighten their belts for a change
Stop any and all congress and house retirement plans(you volunteered for this)
Give me a fat governemtn job of Warlord, sit back and watch as I scortch the earth and make everyone bow down to the Mighty USA
grin.gif
 
Re: Thinking the Unthinkable -From STRATFOR

"Switchblade for President"
 
Re: Thinking the Unthinkable -From STRATFOR

CW - good read and bolsters the thought that regime in Iran does and will continue to have the power to push down with their thumb. An uprising IS unlikely.

I recall reading that the US and Israel are the only two major nations NOT to have formal diplomatic relations with Iran. Now really, does that make much sense? It doesn't to me.

In the big scheme of things we need to be less parental (read US policy needs to be less responsive to US corporate interest) around the globe. This would also include Israel finally standing on its own two feet.

Just me.

Good luck
 
Re: Thinking the Unthinkable -From STRATFOR

<div class="ubbcode-block"><div class="ubbcode-header">Originally Posted By: Greg Langelius *</div><div class="ubbcode-body">It's an interesting intellectual exercise in geopolitics. I must admit, it's worth consideration, and not without precedent.
The Middle East shares no borders with us. True enough on the surface. But neither does Japan, Germany, Russia, Vietnam, and the list goes on. So distance has scant bearing on the subject of genuine threat.

Israel has become something of a dog who won't hunt. When I look there, I see at least as much potential for trouble as for help.

Greg </div></div>


Well said -

However, being that Israel is known to have nukes- we don't have to worry about them - keep em in the loop -


A wise man once said "Keep your friends close, but keep your enemies closer".


It would be a good idea - back off the nuke talk, release sanctions - our only concern is keeping that oil flowing..

Sad reality otherwise we'd be in Africa solving their problems as well...