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Posts Tagged intelligence
Israelis, Saudis and the Iranian Agreement
“Israelis, Saudis and the Iranian Agreement is republished with permission of Stratfor.”
By George Friedman
A deal between Iran and the P-5+1 (the five permanent members of the U.N. Security Council plus Germany) was reached Saturday night. The Iranians agreed to certain limitations on their nuclear program while the P-5+1 agreed to remove certain economic sanctions. The next negotiation, scheduled for six months from now depending on both sides’ adherence to the current agreement, will seek a more permanent resolution. The key players in this were the United States and Iran. The mere fact that the U.S. secretary of state would meet openly with the Iranian foreign minister would have been difficult to imagine a few months ago, and unthinkable at the beginning of the Islamic republic.
The U.S. goal is to eliminate Iran’s nuclear weapons before they are built, without the United States having to take military action to eliminate them. While it is commonly assumed that the United States could eliminate the Iranian nuclear program at will with airstrikes, as with most military actions, doing so would be more difficult and riskier than it might appear at first glance. The United States in effect has now traded a risky and unpredictable air campaign for some controls over the Iranian nuclear program. Read the rest of this entry »
The U.S.-Iran Talks: Ideology and Necessity
Posted by Brian in News, Threat Watch on 23/Nov/2013 08:58
“The U.S.-Iran Talks: Ideology and Necessity is republished with permission of Stratfor.”
By George Friedman
The talks between Iran and the Western powers have ended but have not failed. They will reconvene next week. That in itself is a dramatic change from the past, when such talks invariably began in failure. In my book The Next Decade, I argued that the United States and Iran would move toward strategic alignment, and I think that is what we are seeing take shape. Of course, there is no guarantee that the talks will yield a settlement or that they will evolve into anything more meaningful. But the mere possibility requires us to consider three questions: Why is this happening now, what would a settlement look like, and how will it affect the region if it happens? Read the rest of this entry »
China’s Inevitable Changes
Posted by Brian in Opinion, Threat Watch on 18/Nov/2013 08:57
“China’s Inevitable Changes is republished with permission of Stratfor.”
By Rodger Baker and John Minnich
The Central Committee of the Communist Party of China will convene its Third Plenum meeting Nov. 9. During the three-day session, President Xi Jinping’s administration will outline core reforms to guide its policymaking for the next decade. The Chinese government would have the world believe that Xi’s will be the most momentous Third Plenary Session since December 1978, when former supreme leader Deng Xiaoping first put China on the path of economic reform and opening.
Whether or not Xi’s policies will be as decisive as Deng’s — or as disappointing as those of former President Hu Jintao — the president has little choice but to implement them. China’s current economic model, and by extension its political and social model, is reaching its limits just as it had prior to Deng’s administration. The importance of the upcoming meeting is that it comes at an inflection point for China, one that its leaders can hardly afford to ignore. Read the rest of this entry »
China: The Next Phase of Reform
“China: The Next Phase of Reform is republished with permission of Stratfor.”
Summary
The commitment and ability of China’s leaders to follow through on new policies and to meet rising expectations will be tested as they strive to balance competing social, economic, political and security challenges. Three decades ago, China embarked on a new path, creating a framework that encouraged the country’s rapid economic rise. The successes of those policies have transformed China, and the country’s leadership now faces another set of strategic choices to address China’s new economic and international position.
The much-anticipated Third Plenary Session of the 18th Communist Party of China Central Committee concluded Nov. 12 after four days of closed-door deliberations among top political elites. The full document containing the policy proposals will not be released for days or even a week, but the initial information suggests China’s leaders are seeking more significant changes in their policies to try to stay ahead of the challenges the country faces. Read the rest of this entry »
Analyzing Breaking Events
Posted by Brian in Opinion, Threat Watch on 11/Nov/2013 08:43
By Scott Stewart
In last week’s Security Weekly, Tristan Reed and I provided a little bit of an “inside baseball” look at how we analyze the transnational criminal cartels in Mexico. We tried to explain some of the challenges that analysts face while analyzing a human network – Los Zetas in this instance — that is by its very nature a criminal and clandestine organization.
But cutting through the misinformation and disinformation surrounding murky human networks is not the only difficult task Stratfor analysts are faced with. Indeed, perhaps one of the most difficult things we are asked to do is untangle, decipher and contextualize breaking events for our readers and custom intelligence clients. Sometimes we are able to do so pretty well — a rapid reaction piece I wrote on Sept. 14, 2012, “Understanding What Went Wrong in Benghazi,” continues to be a highly read analysis. But on occasion, we’ve even fallen into the trap set by erroneous reporting. For example, our very first analysis on the attack in Benghazi incorrectly stated that the casualties were caused by rocket-propelled grenade attacks on the motorcade leaving the compound and that the incident was the result of violent protests over a derogatory movie about the Prophet Mohammed instead of a calculated assault by a well-trained and heavily armed militia. Read the rest of this entry »
Geopolitical Intelligence, Political Journalism and ‘Wants’ vs. ‘Needs’
Posted by Brian in Opinion, Threat Watch on 4/Nov/2013 08:38
By David D. Judson
Just last week, the question came again. It is a common one, sometimes from a former colleague in newspaperdom, sometimes from a current colleague here at Stratfor and often from a reader. It is always to the effect of, “Why is Stratfor so often out of sync with the news media?” All of us at Stratfor encounter questions regarding the difference between geopolitical intelligence and political journalism. One useful reply to ponder is that in conventional journalism, the person providing information is presumed to know more about the subject matter than the reader. At Stratfor, the case is frequently the opposite: Our readers typically are expert in the topics we study and write about, and our task is to provide the already well-informed with further insights. But the question is larger than that.
For as the camp of those who make their living selling — or trying to sell — words and images grows exponentially via the Internet, the placement of one’s electronically tethered tent takes on a new importance. This campsite has its own ecology, something scholars have taken to calling the “media ecosystem.” We co-exist in this ecosystem, but geopolitical intelligence is scarcely part of the journalistic flora and fauna. Our uniqueness creates unique challenges, and these are worth some discussion in this space that is generally devoted to more specific geopolitical themes. Read the rest of this entry »
Mexico’s Zetas Are Not Finished Yet
Posted by Brian in Opinion, Threat Watch on 2/Nov/2013 08:08
“Mexico’s Zetas Are Not Finished Yet is republished with permission of Stratfor.”
By Scott Stewart and Tristan Reed
During the question-and-answer portion of our quarterly Mexico Security Monitor webinar, we were asked a question pertaining to the current status of Los Zetas. The question was something to the effect of: “Some Mexican media outlets and analysts claim that Los Zetas have been dismantled as an organization and are now little more than a ‘ragtag operation.’ Why do you disagree with that assessment?”
This question apparently came in response to our quarterly cartel report (an abbreviated version is available here), in which we wrote that despite the leadership losses suffered by Los Zetas, including the arrest of their leader, Miguel “Z-40” Trevino Morales, there were no signs that other leaders were challenging the current leader and Miguel’s brother, Omar Trevino Morales. We also wrote that we believed Los Zetas have maintained their operational capabilities in terms of drug smuggling and other criminal activity, and that they have retained the ability to defend their operations and to continue conducting offensive operations deep in their rivals’ territory. Read the rest of this entry »
Central Asia and Afghanistan: A Tumultuous History
“Central Asia and Afghanistan: A Tumultuous History is republished with permission of Stratfor.”
Summary
Editor’s Note: This is the first installment of a two-part series on the relationship between Central Asia and Afghanistan and the expected effects of the U.S. drawdown in Afghanistan on Central Asian security. Click here to read Part 2.
Contrary to popular perception, Central Asia is not likely to see an immediate explosion of violence and militancy after the U.S. and NATO drawdown from Afghanistan in 2014. However, Central Asia’s internal issues and the region’s many links with Afghanistan — including a web of relationships among militant groups — will add to the volatility in the region.
Analysis
Central Asia has numerous important links to Afghanistan that will open the region to significant effects after the upcoming U.S. and NATO drawdown. First and foremost, Central Asia is linked to Afghanistan geographically; Turkmenistan, Uzbekistan and Tajikistan share borders with Afghanistan that collectively span more than 2,000 kilometers (about 1,240 miles). The Afghan border with Tajikistan, along the eastern edge of Afghanistan, makes up more than half of that distance, at 1,344 kilometers. The borders with Turkmenistan (744 kilometers) and Uzbekistan (137 kilometers) run along Afghanistan’s western edge. Most of the Tajik-Afghan border is mountainous and therefore poorly demarcated, and the topography of Afghanistan’s frontiers with Turkmenistan and Uzbekistan is largely desert. Read the rest of this entry »
U.S. and Iranian Realities
“U.S. and Iranian Realities is republished with permission of Stratfor.”
By George Friedman
U.S. President Barack Obama called Iranian President Hassan Rouhani last week in the first such conversation in the 34 years since the establishment of the Islamic Republic. The phone call followed tweets and public statements on both sides indicating a willingness to talk. Though far from an accommodation between the two countries, there are reasons to take this opening seriously — not only because it is occurring at such a high level, but also because there is now a geopolitical logic to these moves. Many things could go wrong, and given that this is the Middle East, the odds of failure are high. But Iran is weak and the United States is avoiding conflict, and there are worse bases for a deal. Read the rest of this entry »
Geopolitical Journey: The U.S.-European Relationship, Then and Now
“Geopolitical Journey: The U.S.-European Relationship, Then and Now is republished with permission of Stratfor.”
By George Friedman
I am writing this from Greece, having spent the past week in Europe and having moved among various capitals. Most discussions I’ve had in my travels concern U.S. President Barack Obama’s failure to move decisively against Syria and how Russian President Vladimir Putin outmatched him. Of course, the Syrian intervention had many aspects, and one of the most important ones, which was not fully examined, was what it told us about the state of U.S.-European relations and of relations among European countries. This is perhaps the most important question on the table.
We have spoken of the Russians, but for all the flash in their Syria performance, they are economically and militarily weak — something they would change if they had the means to do so. It is Europe, taken as a whole, that is the competitor for the United States. Its economy is still slightly larger than the United States’, and its military is weak, though unlike Russia this is partly by design. Read the rest of this entry »
Strategy, Ideology and the Close of the Syrian Crisis
“Strategy, Ideology and the Close of the Syrian Crisis is republished with permission of Stratfor.”
By George Friedman
It is said that when famed Austrian diplomat Klemens von Metternich heard of the death of the Turkish ambassador, he said, “I wonder what he meant by that?” True or not, serious or a joke, it points out a problem of diplomacy. In searching for the meaning behind every gesture, diplomats start to regard every action merely as a gesture. In the past month, the president of the United States treated the act of bombing Syria as a gesture intended to convey meaning rather than as a military action intended to achieve some specific end. This is the key to understanding the tale that unfolded over the past month.
When President Barack Obama threatened military action in retaliation for what he claimed was the use of chemical weapons by the Syrian government, he intended a limited strike that would not destroy the weapons. Destroying them all from the air would require widespread air attacks over an extensive period of time, and would risk releasing the chemicals into the atmosphere. The action also was not intended to destroy Syrian President Bashar al Assad’s regime. That, too, would be difficult to do from the air, and would risk creating a power vacuum that the United States was unwilling to manage. Instead, the intention was to signal to the Syrian government that the United States was displeased. Read the rest of this entry »
Syria, America and Putin’s Bluff
Posted by Brian in News, Threat Watch on 10/Sep/2013 16:42
“Syria, America and Putin’s Bluff is republished with permission of Stratfor.”
By George Friedman
In recent weeks I’ve written about U.S. President Barack Obama’s bluff on Syria and the tightrope he is now walking on military intervention. There is another bluff going on that has to be understood, this one from Russian President Vladimir Putin.
Putin is bluffing that Russia has emerged as a major world power. In reality, Russia is merely a regional power, but mainly because its periphery is in shambles. He has tried to project a strength that that he doesn’t have, and he has done it well. For him, Syria poses a problem because the United States is about to call his bluff, and he is not holding strong cards. To understand his game we need to start with the recent G-20 meeting in St. Petersburg, Russia. Read the rest of this entry »
Iran: Managing U.S. Military Action in Syria
Posted by Brian in News, Threat Watch on 5/Sep/2013 16:59
“Iran: Managing U.S. Military Action in Syria is republished with permission of Stratfor.”
Summary
Conventional wisdom says that a weakened Syria would undermine Iran’s regional influence, but a U.S. military intervention in the country could actually benefit Tehran. The government there has devised a sophisticated strategy for responding to a U.S. attack. Of course, Tehran would activate its militant proxies in the region, including Hezbollah, in the event that the United States launches an attack, but it would also exploit Washington’s visceral opposition to Sunni jihadist and Islamist groups to gain concessions elsewhere.
Analysis
Iran already has engaged diplomatically with many of those involved in the Syrian conflict. Over the past weekend, Alaeddin Boroujerdi, the foreign affairs and national security head for the Iranian parliament, led a delegation to Damascus, presumably to discuss the potential U.S. attack. Earlier on Aug. 29, Russian President Vladimir Putin spoke with Iranian President Hassan Rouhani over the phone. Their conversation followed U.N. Undersecretary-General for Political Affairs Jeffrey Feltman’s visit to Tehran, where he and Iranian Foreign Minister Mohammad Javad Zarif likewise discussed Syria. Even the Omani sultan paid a rare visit to Iran, reportedly carrying with him positive messages from the Obama administration for Iran’s new government.
Notably, the rhetoric from Tehran — particularly from its military leadership — has been relatively tame. Typically the government antagonizes Washington when U.S.-Iranian tensions heat up, and indeed the Syria situation has aggravated tensions. Syria is a critical Iranian ally, and the survival of the al Assad regime is a national security interest for Tehran. Iran cannot afford to directly retaliate against the United States, but it is widely expected to retaliate indirectly through militant proxies. Read the rest of this entry »
Obama’s Tightrope Walk
Posted by Brian in News, Threat Watch on 3/Sep/2013 15:13
“Obama’s Tightrope Walk is republished with permission of Stratfor.”
By George Friedman
Last week began with certainty that an attack on Syria was inevitable and even imminent. It ended with the coalition supporting the attack somewhere between falling apart and not coming together, and with U.S. President Barack Obama making it clear that an attack was inevitable, maybe in a month or so, if Congress approves, after Sept. 9 when it reconvenes. This is a comedy in three parts: the reluctant warrior turning into the raging general and finding his followers drifting away, becoming the reluctant warrior again.
Begin with the fact that the United States was not the first country calling for military intervention in Syria after pictures of what appeared to be the dead from a chemical attack surfaced. That honor went to France, Turkey and Britain, each of whom called for action. Much as with Libya, where France and Italy were the first and most eager to intervene, the United States came late to the feast. Read the rest of this entry »