Trevor Reid || MBA-Law Student Blog

Speaking of the situation in Iran, U.S. President Barack Obama said June 26, “We don’t yet know how any potential dialogue will have been affected until we see what has happened inside of Iran.” On the surface that is a strange statement, since we know that with minor exceptions, the demonstrations in Tehran lost steam after Iranian Supreme Leader Ayatollah Ali Khamenei called for them to end and security forces asserted themselves. By the conventional wisdom, events in Iran represent an oppressive regime crushing a popular rising. If so, it is odd that the U.S. president would raise the question of what has happened in Iran.

In reality, Obama’s point is well taken. This is because the real struggle in Iran has not yet been settled, nor was it ever about the liberalization of the regime. Rather, it has been about the role of the clergy — particularly the old-guard clergy — in Iranian life, and the future of particular personalities among this clergy.

Ahmadinejad Against the Clerical Elite

Iranian President Mahmoud Ahmadinejad ran his re-election campaign against the old clerical elite, charging them with corruption, luxurious living and running the state for their own benefit rather than that of the people. He particularly targeted Ali Akbar Hashemi Rafsanjani, an extremely senior leader, and his family. Indeed, during the demonstrations, Rafsanjani’s daughter and four other relatives were arrested, held and then released a day later.

Rafsanjani represents the class of clergy that came to power in 1979. He served as president from 1989-1997, but Ahmadinejad defeated him in 2005. Rafsanjani carries enormous clout within the system as head of the regime’s two most powerful institutions — the Expediency Council, which arbitrates between the Guardian Council and parliament, and the Assembly of Experts, whose powers include oversight of the supreme leader. Forbes has called him one of the wealthiest men in the world. Rafsanjani, in other words, remains at the heart of the post-1979 Iranian establishment.

Ahmadinejad expressly ran his recent presidential campaign against Rafsanjani, using the latter’s family’s vast wealth to discredit Rafsanjani along with many of the senior clerics who dominate the Iranian political scene. It was not the regime as such that he opposed, but the individuals who currently dominate it. Ahmadinejad wants to retain the regime, but he wants to repopulate the leadership councils with clerics who share his populist values and want to revive the ascetic foundations of the regime. The Iranian president constantly contrasts his own modest lifestyle with the opulence of the current religious leadership.

Recognizing the threat Ahmadinejad represented to him personally and to the clerical class he belongs to, Rafsanjani fired back at Ahmadinejad, accusing him of having wrecked the economy. At his side were other powerful members of the regime, including Majlis Speaker Ali Larijani, who has made no secret of his antipathy toward Ahmadinejad and whose family links to the Shiite holy city of Qom give him substantial leverage. The underlying issue was about the kind of people who ought to be leading the clerical establishment. The battlefield was economic: Ahmadinejad’s charges of financial corruption versus charges of economic mismanagement leveled by Rafsanjani and others.

When Ahmadinejad defeated Mir Hossein Mousavi on the night of the election, the clerical elite saw themselves in serious danger. The margin of victory Ahmadinejad claimed might have given him the political clout to challenge their position. Mousavi immediately claimed fraud, and Rafsanjani backed him up. Whatever the motives of those in the streets, the real action was a knife fight between Ahmadinejad and Rafsanjani. By the end of the week, Khamenei decided to end the situation. In essence, he tried to hold things together by ordering the demonstrations to halt while throwing a bone to Rafsanjani and Mousavi by extending a probe into the election irregularities and postponing a partial recount by five days.

The Struggle Within the Regime

The key to understanding the situation in Iran is realizing that the past weeks have seen not an uprising against the regime, but a struggle within the regime. Ahmadinejad is not part of the establishment, but rather has been struggling against it, accusing it of having betrayed the principles of the Islamic Revolution. The post-election unrest in Iran therefore was not a matter of a repressive regime suppressing liberals (as in Prague in 1989), but a struggle between two Islamist factions that are each committed to the regime, but opposed to each other.

The demonstrators certainly included Western-style liberalizing elements, but they also included adherents of senior clerics who wanted to block Ahmadinejad’s re-election. And while Ahmadinejad undoubtedly committed electoral fraud to bulk up his numbers, his ability to commit unlimited fraud was blocked, because very powerful people looking for a chance to bring him down were arrayed against him.

The situation is even more complex because it is not simply a fight between Ahmadinejad and the clerics, but also a fight among the clerical elite regarding perks and privileges — and Ahmadinejad is himself being used within this infighting. The Iranian president’s populism suits the interests of clerics who oppose Rafsanjani; Ahmadinejad is their battering ram. But as Ahmadinejad increases his power, he could turn on his patrons very quickly. In short, the political situation in Iran is extremely volatile, just not for the reason that the media portrayed.

Rafsanjani is an extraordinarily powerful figure in the establishment who clearly sees Ahmadinejad and his faction as a mortal threat. Ahmadinejad’s ability to survive the unified opposition of the clergy, election or not, is not at all certain. But the problem is that there is no unified clergy. The supreme leader is clearly trying to find a new political balance while making it clear that public unrest will not be tolerated. Removing “public unrest” (i.e., demonstrations) from the tool kits of both sides may take away one of Rafsanjani’s more effective tools. But ultimately, it actually could benefit him. Should the internal politics move against the Iranian president, it would be Ahmadinejad — who has a substantial public following — who would not be able to have his supporters take to the streets.

The View From the West

The question for the rest of the world is simple: Does it matter who wins this fight? We would argue that the policy differences between Ahmadinejad and Rafsanjani are minimal and probably would not affect Iran’s foreign relations. This fight simply isn’t about foreign policy.

Rafsanjani has frequently been held up in the West as a pragmatist who opposes Ahmadinejad’s radicalism. Rafsanjani certainly opposes Ahmadinejad and is happy to portray the Iranian president as harmful to Iran, but it is hard to imagine significant shifts in foreign policy if Rafsanjani’s faction came out on top. Khamenei has approved Iran’s foreign policy under Ahmadinejad, and Khamenei works to maintain broad consensus on policies. Ahmadinejad’s policies were vetted by Khamenei and the system that Rafsanjani is part of. It is possible that Rafsanjani secretly harbors different views, but if he does, anyone predicting what these might be is guessing.

Rafsanjani is a pragmatist in the sense that he systematically has accumulated power and wealth. He seems concerned about the Iranian economy, which is reasonable because he owns a lot of it. Ahmadinejad’s entire charge against him is that Rafsanjani is only interested in his own economic well-being. These political charges notwithstanding, Rafsanjani was part of the 1979 revolution, as were Ahmadinejad and the rest of the political and clerical elite. It would be a massive mistake to think that any leadership elements have abandoned those principles.

When the West looks at Iran, two concerns are expressed. The first relates to the Iranian nuclear program, and the second relates to Iran’s support for terrorists, particularly Hezbollah. Neither Iranian faction is liable to abandon either, because both make geopolitical sense for Iran and give it regional leverage.

Tehran’s primary concern is regime survival, and this has two elements. The first is deterring an attack on Iran, while the second is extending Iran’s reach so that such an attack could be countered. There are U.S. troops on both sides of the Islamic Republic, and the United States has expressed hostility to the regime. The Iranians are envisioning a worst-case scenario, assuming the worst possible U.S. intentions, and this will remain true no matter who runs the government.

We do not believe that Iran is close to obtaining a nuclear weapon, a point we have made frequently. Iran understands that the actual acquisition of a nuclear weapon would lead to immediate U.S. or Israeli attacks. Accordingly, Iran’s ideal position is to be seen as developing nuclear weapons, but not close to having them. This gives Tehran a platform for bargaining without triggering Iran’s destruction, a task at which it has proved sure-footed.

In addition, Iran has maintained capabilities in Iraq and Lebanon. Should the United States or Israel attack, Iran would thus be able to counter by doing everything possible destabilize Iraq — bogging down U.S. forces there — while simultaneously using Hezbollah’s global reach to carry out terror attacks. After all, Hezbollah is today’s al Qaeda on steroids. The radical Shiite group’s ability, coupled with that of Iranian intelligence, is substantial.

We see no likelihood that any Iranian government would abandon this two-pronged strategy without substantial guarantees and concessions from the West. Those would have to include guarantees of noninterference in Iranian affairs. Obama, of course, has been aware of this bedrock condition, which is why he went out of his way before the election to assure Khamenei in a letter that the United States had no intention of interfering.

Though Iran did not hesitate to lash out at CNN’s coverage of the protests, the Iranians know that the U.S. government doesn’t control CNN’s coverage. But Tehran takes a slightly different view of the BBC. The Iranians saw the depiction of the demonstrations as a democratic uprising against a repressive regime as a deliberate attempt by British state-run media to inflame the situation. This allowed the Iranians to vigorously blame some foreigner for the unrest without making the United States the primary villain.

But these minor atmospherics aside, we would make three points. First, there was no democratic uprising of any significance in Iran. Second, there is a major political crisis within the Iranian political elite, the outcome of which probably tilts toward Ahmadinejad but remains uncertain. Third, there will be no change in the substance of Iran’s foreign policy, regardless of the outcome of this fight. The fantasy of a democratic revolution overthrowing the Islamic Republic — and thus solving everyone’s foreign policy problems a la the 1991 Soviet collapse — has passed.

That means that Obama, as the primary player in Iranian foreign affairs, must now define an Iran policy — particularly given Israeli Defense Minister Ehud Barak’s meeting in Washington with U.S. Middle East envoy George Mitchell this Monday. Obama has said that nothing that has happened in Iran makes dialogue impossible, but opening dialogue is easier said than done. The Republicans consistently have opposed an opening to Iran; now they are joined by Democrats, who oppose dialogue with nations they regard as human rights violators. Obama still has room for maneuver, but it is not clear where he thinks he is maneuvering. The Iranians have consistently rejected dialogue if it involves any preconditions. But given the events of the past weeks, and the perceptions about them that have now been locked into the public mind, Obama isn’t going to be able to make many concessions.

It would appear to us that in this, as in many other things, Obama will be following the Bush strategy — namely, criticizing Iran without actually doing anything about it. And so he goes to Moscow more aware than ever that Russia could cause the United States a great deal of pain if it proceeded with weapons transfers to Iran, a country locked in a political crisis and unlikely to emerge from it in a pleasant state of mind.

According to an article in the Houston Chronicle, “The sister of a woman who died in a February plane crash in Buffalo, N.Y. - and who had been a prominent spokeswoman for victims of the 9/11 terror attacks and their survivors - has filed a wrongful death suit against three airlines, including Houston-based Continental.” The claim becomes one of “more than a dozen federal lawsuits against the carriers, and in some cases against aircraft manufacturer Bombardier.”

North Korea tested a nuclear device for the second time in two and a half years May 25. Although North Korea’s nuclear weapons program continues to be a work in progress, the event is inherently significant. North Korea has carried out the only two nuclear detonations the world has seen in the 21st century. (The most recent tests prior to that were the spate of tests by India and Pakistan in 1998.)

Details continue to emerge through the analysis of seismographic and other data, and speculation about the precise nature of the atomic device that Pyongyang may now posses carries on, making this a good moment to examine the underlying reality of nuclear weapons. Examining their history, and the lessons that can be drawn from that history, will help us understand what it will really mean if North Korea does indeed join the nuclear club.

Nuclear Weapons in the 20th Century

Even before an atomic bomb was first detonated on July 16, 1945, both the scientists and engineers of the Manhattan Project and the U.S. military struggled with the implications of the science that they pursued. But ultimately, they were driven by a profound sense of urgency to complete the program in time to affect the outcome of the war, meaning understanding the implications of the atomic bomb was largely a luxury that would have to wait. Even after World War II ended, the frantic pace of the Cold War kept pushing weapons development forward at a break-neck pace. This meant that in their early days, atomic weapons were probably more advanced than the understanding of their moral and practical utility.

But the promise of nuclear weapons was immense. If appropriate delivery systems could be designed and built, and armed with more powerful nuclear warheads, a nation could continually threaten another country’s very means of existence: its people, industry, military installations and governmental institutions. Battlefield or tactical nuclear weapons would make the massing of military formations suicidal — or so military planners once thought. What seemed clear early on was that nuclear weapons had fundamentally changed everything. War was thought to have been made obsolete, simply too dangerous and too destructive to contemplate. Some of the most brilliant minds of the Manhattan Project talked of how atomic weapons made world government necessary.

But perhaps the most surprising aspect of the advent of the nuclear age is how little actually changed. Great power competition continued apace (despite a new, bilateral dynamic). The Soviets blockaded Berlin for nearly a year starting in 1948, in defiance of what was then the world’s sole nuclear power: the United States. Likewise, the United States refused to use nuclear weapons in the Korean War (despite the pleas of Gen. Douglas MacArthur) even as Chinese divisions surged across the Yalu River, overwhelming U.S., South Korean and allied forces and driving them back south, reversing the rapid gains of late 1950.

Again and again, the situations nuclear weapons were supposed to deter occurred. The military realities they would supposedly shift simply persisted. Thus, the United States lost in Vietnam. The Syrians and the Egyptians invaded Israel in 1973 (despite knowing that the Israelis had acquired nuclear weapons by that point). The Soviet Union lost in Afghanistan. India and Pakistan went to war in 1999 — and nearly went to war twice after that. In none of these cases was it judged appropriate to risk employing nuclear weapons — nor was it clear what utility they might have.

Enduring Geopolitical Stability

Wars of immense risk are born of desperation. In World War II, both Nazi Germany and Imperial Japan took immense geostrategic gambles — and lost — but knowingly took the risk because of untenable geopolitical circumstances. By comparison, the postwar United States and Soviet Union were geopolitically secure. Washington had come into its own as a global power secured by the buffer of two oceans, while Moscow enjoyed the greatest strategic depth it had ever known.

The U.S.-Soviet competition was, of course, intense, from the nuclear arms race to the space race to countless proxy wars. Yet underlying it was a fear that the other side would engage in a war that was on its face irrational. Western Europe promised the Soviet Union immense material wealth but would likely have been impossible to subdue. (Why should a Soviet leader expect to succeed where Napoleon and Hitler had failed?) Even without nuclear weapons in the calculus, the cost to the Soviets was too great, and fears of the Soviet invasion of Europe along the North European Plain were overblown. The desperation that caused Germany to seek control over Europe twice in the first half of the 20th century simply did not characterize either the Soviet or U.S. geopolitical position even without nuclear weapons in play. It was within this context that the concept of mutually assured destruction emerged — the idea that each side would possess sufficient retaliatory capability to inflict a devastating “second strike” in the event of even a surprise nuclear attack.

Through it all, the metrics of nuclear warfare became more intricate. Throw weights and penetration rates were calculated and recalculated. Targets were assigned and reassigned. A single city would begin to have multiple target points, each with multiple strategic warheads allocated to its destruction. Theorists and strategists would talk of successful scenarios for first strikes. But only in the Cuban Missile Crisis did the two sides really threaten one another’s fundamental national interests. There were certainly other moments when the world inched toward the nuclear brink. But each time, the global system found its balance, and there was little cause or incentive for political leaders on either side of the Iron Curtain to so fundamentally alter the status quo as to risk direct military confrontation — much less nuclear war.

So through it all, the world carried on, its fundamental dynamics unchanged by the ever-present threat of nuclear war. Indeed, history has shown that once a country has acquired nuclear weapons, the weapons fail to have any real impact on the country’s regional standing or pursuit of power in the international system.

Thus, not only were nuclear weapons never used in even desperate combat situations, their acquisition failed to entail any meaningful shift in geopolitical position. Even as the United Kingdom acquired nuclear weapons in the 1950s, its colonial empire crumbled. The Soviet Union was behaving aggressively all along its periphery before it acquired nuclear weapons. And the Soviet Union had the largest nuclear arsenal in the world when it collapsed — not only despite its arsenal, but in part because the economic burden of creating and maintaining it was unsustainable. Today, nuclear-armed France and non-nuclear armed Germany vie for dominance on the Continent with no regard for France’s small nuclear arsenal.

The Intersection of Weapons, Strategy and Politics

This August will mark 64 years since any nation used a nuclear weapon in combat. What was supposed to be the ultimate weapon has proved too risky and too inappropriate as a weapon ever to see the light of day again. Though nuclear weapons certainly played a role in the strategic calculus of the Cold War, they had no relation to a military strategy that anyone could seriously contemplate. Militaries, of course, had war plans and scenarios and target sets. But outside this world of role-play Armageddon, neither side was about to precipitate a global nuclear war.

Clausewitz long ago detailed the inescapable connection between national political objectives and military force and strategy. Under this thinking, if nuclear weapons had no relation to practical military strategy, then they were necessarily disconnected (at least in the Clausewitzian sense) from — and could not be integrated with — national and political objectives in a coherent fashion. True to the theory, despite ebbs and flows in the nuclear arms race, for 64 years, no one has found a good reason to detonate a nuclear bomb.

By this line of reasoning, STRATFOR is not suggesting that complete nuclear disarmament — or “getting to zero” — is either possible or likely. The nuclear genie can never be put back in the bottle. The idea that the world could ever remain nuclear-free is untenable. The potential for clandestine and crash nuclear programs will remain a reality of the international system, and the world’s nuclear powers are unlikely ever to trust the rest of the system enough to completely surrender their own strategic deterrents.

Legacy, Peer and Bargaining Programs

The countries in the world today with nuclear weapons programs can be divided into three main categories.

• Legacy Programs: This category comprises countries like the United Kingdom and France that maintain small arsenals even after the end of the threat they acquired them for; in this case, to stave off a Soviet invasion of Western Europe. In the last few years, both London and Paris have decided to sustain their small arsenals in some form for the foreseeable future. This category is also important for highlighting the unlikelihood that a country will surrender its weapons after it has acquired them (the only exceptions being South Africa and several Soviet Republics that repatriated their weapons back to Russia after the Soviet collapse).
• Peer Programs: The original peer program belonged to the Soviet Union, which aggressively and ruthlessly pursued a nuclear weapons capacity following the bombing of Hiroshima and Nagasaki in 1945 because its peer competitor, the United States, had them. The Pakistani and Indian nuclear programs also can be understood as peer programs.
• Bargaining Programs: These programs are about the threat of developing nuclear weapons, a strategy that involves quite a bit of tightrope walking to make the threat of acquiring nuclear weapons appear real and credible while at the same time not making it appear so urgent as to require military intervention. Pyongyang pioneered this strategy, and has wielded it deftly over the years. As North Korea continues to progress with its efforts, however, it will shift from a bargaining chip to an actual program — one it will be unlikely to surrender once it acquires weapons, like London and Paris. Iran also falls into this category, though it could also progress to a more substantial program if it gets far enough along. Though parts of its program are indeed clandestine, other parts are actually highly publicized and celebrated as milestones, both to continue to highlight progress internationally and for purposes of domestic consumption. Indeed, manipulating the international community with a nuclear weapon — or even a civilian nuclear program — has proved to be a rare instance of the utility of nuclear weapons beyond simple deterrence.

The Challenges of a Nuclear Weapons Program

Pursuing a nuclear weapons program is not without its risks. Another important distinction is that between a crude nuclear device and an actual weapon. The former requires only that a country demonstrate the capability to initiate an uncontrolled nuclear chain reaction, creating a rather large hole in the ground. That device may be crude, fragile or otherwise temperamental. But this does not automatically imply the capability to mount a rugged and reliable nuclear warhead on a delivery vehicle and send it flying to the other side of the earth. In other words, it does not immediately translate into a meaningful deterrent.

For that, a ruggedized, reliable nuclear weapon must be mated with some manner of reliable delivery vehicle to have real military meaning. After the end of World War II, the B-29’s limited range and the few nuclear weapons the United States had on hand meant that its vaunted nuclear arsenal was initially extremely difficult to bring to bear against the Soviet heartland. The United States would spend untold resources to overcome this obstacle in the decade that followed.

The modern nuclear weapon is not just a product of physics, but of decades of design work and full-scale nuclear testing. It combines expertise not just in nuclear physics, but materials science, rocketry, missile guidance and the like. A nuclear device does not come easy. A nuclear weapon is one of the most advanced syntheses of complex technologies ever achieved by man.

Many dangers exist for an aspiring nuclear power. Many of the facilities associated with a clandestine nuclear weapons program are large, fixed and complex. They are vulnerable to airstrikes — as Syria found in 2007. (And though history shows that nuclear weapons are unlikely to be employed, it is still in the interests of other powers to deny that capability to a potential adversary.)

The history of proliferation shows that few countries actually ever decide to pursue nuclear weapons. Obtaining them requires immense investment (and the more clandestine the attempt, the more costly the program becomes), and the ability to focus and coordinate a major national undertaking over time. It is not something a leader like Venezuela’s Hugo Chavez could decide to pursue on a whim. A national government must have cohesion over the long span of time necessary to go from the foundations of a weapons program to a meaningful deterrent capability.

The Exceptions

In addition to this sustained commitment must be the willingness to be suspected by the international community and endure pariah status and isolation — in and of themselves significant risks for even moderately integrated economies. One must also have reasonable means of deterring a pre-emptive strike by a competing power. A Venezuelan weapons program is therefore unlikely because the United States would act decisively the moment one was discovered, and there is little Venezuela could do to deter such action.

North Korea, on the other hand, has held downtown Seoul (just across the demilitarized zone) at risk for generations with one of the highest concentrations of deployed artillery, artillery rockets and short-range ballistic missiles on the planet. From the outside, Pyongyang is perceived as unpredictable enough that any potential pre-emptive strike on its nuclear facilities is too risky not because of some newfound nuclear capability, but because of Pyongyang’s capability to turn the South Korean capital city into a proverbial “sea of fire” via conventional means. A nuclear North Korea, the world has now seen, is not sufficient alone to risk renewed war on the Korean Peninsula.

Iran is similarly defended. It can threaten to close the Strait of Hormuz, to launch a barrage of medium-range ballistic missiles at Israel, and to use its proxies in Lebanon and elsewhere to respond with a new campaign of artillery rocket fire, guerrilla warfare and terrorism. But the biggest deterrent to a strike on Iran is Tehran’s ability to seriously interfere in ongoing U.S. efforts in Iraq and Afghanistan — efforts already tenuous enough without direct Iranian opposition.

In other words, some other deterrent (be it conventional or unconventional) against attack is a prerequisite for a nuclear program, since powerful potential adversaries can otherwise move to halt such efforts. North Korea and Iran have such deterrents. Most other countries widely considered major proliferation dangers — Iraq before 2003, Syria or Venezuela, for example — do not. And that fundamental deterrent remains in place after the country acquires nuclear weapons.

In short, no one was going to invade North Korea — or even launch limited military strikes against it — before its first nuclear test in 2006. And no one will do so now, nor will they do so after its next test. So North Korea – with or without nuclear weapons – remains secure from invasion. With or without nuclear weapons, North Korea remains a pariah state, isolated from the international community. And with or without them, the world will go on.

The Global Nuclear Dynamic

Despite how frantic the pace of nuclear proliferation may seem at the moment, the true pace of the global nuclear dynamic is slowing profoundly. With the Comprehensive Test Ban Treaty already effectively in place (though it has not been ratified), the pace of nuclear weapons development has already slowed and stabilized dramatically. The world’s current nuclear powers are reliant to some degree on the generation of weapons that were validated and certified before testing was banned. They are currently working toward weapons and force structures that will provide them with a stable, sustainable deterrent for the foreseeable future rooted largely in this pre-existing weapons architecture.

New additions to the nuclear club are always cause for concern. But though North Korea’s nuclear program continues apace, it hardly threatens to shift underlying geopolitical realities. It may encourage the United States to retain a slightly larger arsenal to reassure Japan and South Korea about the credibility of its nuclear umbrella. It also could encourage Tokyo and Seoul to pursue their own weapons. But none of these shifts, though significant, is likely to alter the defining military, economic and political dynamics of the region fundamentally.

Nuclear arms are better understood as an insurance policy, one that no potential aggressor has any intention of steering afoul of. Without practical military or political use, they remain held in reserve — where in all likelihood they will remain for the foreseeable future.

Courtesy Stratfor.Com

According to an Associated Press report a “lawsuit focused on advertising and product claims filed this week by Sara Lee Corp., the maker of Ball Park Franks, against Oscar Mayer-making rival Kraft Foods Inc. is the latest turn in the summer wiener wars.” Sara Lee claims the defendant’s assertion that “its Jumbo Beef Franks are ‘100 percent pure beef’ are false and hurting sales of Ball Park franks and the brand’s reputation.”

Israeli Prime Minister Benjamin Netanyahu is visiting Washington for his first official visit with U.S. President Barack Obama. A range of issues — including the future of Israeli-Palestinian negotiations, Israeli-Syrian talks and Iran policy — are on the table. This is one of an endless series of meetings between U.S. presidents and Israeli prime ministers over the years, many of which concerned these same issues. Yet little has changed.

That Israel has a new prime minister and the United States a new president might appear to make this meeting significant. But this is Netanyahu’s second time as prime minister, and his government is as diverse and fractious as most recent Israeli governments. Israeli politics are in gridlock, with deep divisions along multiple fault lines and an electoral system designed to magnify disagreements.

Obama is much stronger politically, but he has consistently acted with caution, particularly in the foreign policy arena. Much of his foreign policy follows from the Bush administration. He has made no major breaks in foreign policy beyond rhetoric; his policies on Iraq, Afghanistan, Iran, Russia and Europe are essentially extensions of pre-existing policy. Obama faces major economic problems in the United States and clearly is not looking for major changes in foreign policy. He understands how quickly public sentiment can change, and he does not plan to take risks he does not have to take right now.

This, then, is the problem: Netanyahu is coming to Washington hoping to get Obama to agree to fundamental redefinitions of the regional dynamic. For example, he wants Obama to re-examine the commitment to a two-state solution in the Israeli-Palestinian dispute. (Netanyahu’s foreign minister, Avigdor Lieberman, has said Israel is no longer bound by prior commitments to that concept.) Netanyahu also wants the United States to commit itself to a finite time frame for talks with Iran, after which unspecified but ominous-sounding actions are to be taken.

Facing a major test in Afghanistan and Pakistan, Obama has more than enough to deal with at the moment. Moreover, U.S. presidents who get involved in Israeli-Palestinian negotiations frequently get sucked into a morass from which they do not return. For Netanyahu to even request that the White House devote attention to the Israeli-Palestinian problem at present is asking a lot. Asking for a complete review of the peace process is even less realistic.

Obstacles to the Two-State Solution

The foundation of the Israeli-Palestinian peace process for years has been the assumption that there would be a two-state solution. Such a solution has not materialized for a host of reasons. First, at present there are two Palestinian entities, Gaza and the West Bank, which are hostile to each other. Second, the geography and economy of any Palestinian state would be so reliant on Israel that independence would be meaningless; geography simply makes the two-state proposal almost impossible to implement. Third, no Palestinian government would have the power to guarantee that rogue elements would not launch rockets at Israel, potentially striking at the Tel Aviv-Jerusalem corridor, Israel’s heartland. And fourth, neither the Palestinians nor the Israelis have the domestic political coherence to allow any negotiator to operate from a position of confidence. Whatever the two sides negotiated would be revised and destroyed by their political opponents, and even their friends.

For this reason, the entire peace process — including the two-state solution — is a chimera. Neither side can live with what the other can offer. But if it is a fiction, it is a fiction that serves U.S. purposes. The United States has interests that go well beyond Israeli interests and sometimes go in a different direction altogether. Like Israel, the United States understands that one of the major obstacles to any serious evolution toward a two-state solution is Arab hostility to such an outcome.

The Jordanians have feared and loathed Fatah in the West Bank ever since the Black September uprisings of 1970. The ruling Hashemites are ethnically different from the Palestinians (who constitute an overwhelming majority of the Jordanian population), and they fear that a Palestinian state under Fatah would threaten the Jordanian monarchy. For their part, the Egyptians see Hamas as a descendent of the Muslim Brotherhood, which seeks the Mubarak government’s ouster — meaning Cairo would hate to see a Hamas-led state. Meanwhile, the Saudis and the other Arab states do not wish to see a radical altering of the status quo, which would likely come about with the rise of a Palestinian polity.

At the same time, whatever the basic strategic interests of the Arab regimes, all pay lip service to the principle of Palestinian statehood. This is hardly a unique situation. States frequently claim to favor various things they actually are either indifferent to or have no intention of doing anything about. Complicating matters for the Arab states is the fact that they have substantial populations that do care about the fate of the Palestinians. These states thus are caught between public passion on behalf of Palestinians and the regimes’ interests that are threatened by the Palestinian cause. The states’ challenge, accordingly, is to appear to be doing something on behalf of the Palestinians while in fact doing nothing.

The United States has a vested interest in the preservation of these states. The futures of Egypt, Saudi Arabia and the Gulf states are of vital importance to Washington. The United States must therefore simultaneously publicly demonstrate its sensitivity to pressures from these nations over the Palestinian question while being careful to achieve nothing — an easy enough goal to achieve.

The various Israeli-Palestinian peace processes have thus served U.S. and Arab interests quite well. They provide the illusion of activity, with high-level visits breathlessly reported in the media, succeeded by talks and concessions — all followed by stalemate and new rounds of violence, thus beginning the cycle all over again.

The Palestinian Peace Process as Political Theater

One of the most important proposals Netanyahu is bringing to Obama calls for reshaping the peace process. If Israeli President Shimon Peres is to be believed, Netanyahu will not back away from the two-state formula. Instead, the Israeli prime minister is asking that the various Arab state stakeholders become directly involved in the negotiations. In other words, Netanyahu is proposing that Arab states with very different public and private positions on Palestinian statehood be asked to participate — thereby forcing them to reveal publicly their true positions, ultimately creating internal political crises in the Arab states.

The clever thing about this position is that Netanyahu not only knows his request will not become a reality, but he also does not want it to become a reality. The political stability of Jordan, Saudi Arabia and Egypt is as much an Israeli interest as an American one. Indeed, Israel even wants a stable Syria, since whatever would come after the Alawite regime in Damascus would be much more dangerous to Israeli security than the current Syrian regime.

Overall, Israel is a conservative power. In terms of nation-states, it does not want upheaval; it is quite content with the current regimes in the Arab world. But Netanyahu would love to see an international conference with the Arab states roundly condemning Israel publicly. This would shore up the justification for Netanyahu’s policies domestically while simultaneously creating a framework for reshaping world opinion by showing an Israel isolated among hostile states.

Obama is likely hearing through diplomatic channels from the Arab countries that they do not want to participate directly in the Palestinian peace process. And the United States really does not want them there, either. The peace process normally ends in a train wreck anyway, and Obama is in no hurry to see the wreckage. He will want to insulate other allies from the fallout, putting off the denouement of the peace process as long as possible. Obama has sent George Mitchell as his Middle East special envoy to deal with the issue, and from the U.S. president’s point of view, that is quite enough attention to the problem.

Netanyahu, of course, knows all this. Part of his mission is simply convincing his ruling coalition — and particularly Lieberman, whom Netanyahu needs to survive, and who is by far Israel’s most aggressive foreign minister ever — that he is committed to redefining the entire Israeli-Palestinian relationship. But in a broader context, Netanyahu is looking for greater freedom of action. By posing a demand the United States will not grant, Israel is positioning itself to ask for something that appears smaller.

Israel and the Appearance of Freedom of Action

What Israel actually would do with greater freedom of action is far less important than simply creating the appearance that the United States has endorsed Israel’s ability to act in a new and unpredictable manner. From Israel’s point of view, the problem with Israeli-Palestinian relations is that Israel is under severe constraints from the United States, and the Palestinians know it. This means that the Palestinians can even anticipate the application of force by Israel, meaning they can prepare for it and endure it. From Netanyahu’s point of view, Israel’s primary problem is that the Palestinians are confident they know what the Israelis will do. If Netanyahu can get Obama to introduce a degree of ambiguity into the situation, Israel could regain the advantage of uncertainty.

The problem for Netanyahu is that Washington is not interested in having anything unpredictable happen in Israeli-Palestinian relations. The United States is quite content with the current situation, particularly while Iraq becomes more stable and the Afghan situation remains unstable. Obama does not want a crisis from the Mediterranean to the Hindu Kush. The fact that Netanyahu has a political coalition to satisfy will not interest the United States, and while Washington at some unspecified point might endorse a peace conference, it will not be until Israel and its foreign minister endorse the two-state formula.

Netanyahu will then shift to another area where freedom of action is relevant — namely, Iran. The Israelis have leaked to the Israeli media that the Obama administration has told them that Israel may not attack Iran without U.S. permission, and that Israel agreed to this requirement. (U.S. President George W. Bush and Israeli Prime Minister Ehud Olmert went through the same routine not too long ago, using a good cop/bad cop act in a bid to kick-start negotiations with Iran.)

In reality, Israel would have a great deal of difficulty attacking Iranian facilities with non-nuclear forces. A multitarget campaign 1,000 miles away against an enemy with some air defenses could be a long and complex operation. Such a raid would require a long trip through U.S.-controlled airspace for the fairly small Israeli air force. Israel could use cruise missiles, but the tonnage of high explosive delivered by a cruise missile cannot penetrate even moderately hardened structures; the same is true for ICBMs carrying conventional warheads. Israel would have to notify the United States of its intentions because it would be passing through Iraqi airspace — and because U.S. technical intelligence would know what it was up to before Israeli aircraft even took off. The idea that Israel might consider attacking Iran without informing Washington is therefore absurd on the surface. Even so, the story has surfaced yet again in an Israeli newspaper in a virtual carbon copy of stories published more than a year ago.

Netanyahu has promised that the endless stalemate with the Palestinians will not be allowed to continue. He also knows that whatever happens, Israel cannot threaten the stability of Arab states that are by and large uninterested in the Palestinians. He also understands that in the long run, Israel’s freedom of action is defined by the United States, not by Israel. His electoral platform and his strategic realities have never aligned. Arguably, it might be in the Israeli interest that the status quo be disrupted, but it is not in the American interest. Netanyahu therefore will get to redefine neither the Palestinian situation nor the Iranian situation. Israel simply lacks the power to impose the reality it wants, the current constellation of Arab regimes it needs, and the strategic relationship with the United States on which Israeli national security rests.

In the end, this is a classic study in the limits of power. Israel can have its freedom of action anytime it is willing to pay the price for it. But Israel can’t pay the price. Netanyahu is coming to Washington to see if he can get what he wants without paying the price, and we suspect strongly he knows he won’t get it. His problem is the same as that of the Arab states. There are many in Israel, particularly among Netanyahu’s supporters, who believe Israel is a great power. It isn’t. It is a nation that is strong partly because it lives in a pretty weak neighborhood, and partly because it has very strong friends. Many Israelis don’t want to be told that, and Netanyahu came to office playing on the sense of Israeli national power.

So the peace process will continue, no one will expect anything from it, the Palestinians will remain isolated and wars regularly will break out. The only advantage of this situation from the U.S. point of view it is that it is preferable to all other available realities.