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Oil politics: Saudi and Iran take opposite position on OPEC oil output targets

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Saudi and Iran, even while fighting each other in order for dominating the West Asia region, seem to have decided to take their fight forward regarding effecting changes in oil output targets.

The Organization of the Petroleum Exporting Countries (OPEC) is one of the forums where both could coordinate their action to stabilize West Asia. But unfortunately they continue to orchestrate their enmity even there. Tensions between the Sunni-led kingdom and the Shi’a Islamic Republic have been the highlights of several previous OPEC meetings, including in December 2015 when the group failed to agree on a formal output target for the first time in years. This time around, strains were less acute, however, as new Saudi Energy Minister Khalid al-Falih showed Riyadh wanted to be more conciliatory and his Iranian peer Bijan Zanganeh kept his criticism of Riyadh to an unusual minimum.

OPEC is pumping 32.5 million barrels per day (bpd), which would give Iran a quota of 4.7 million bpd – well above its current output of 3.8 million, according to Tehran’s estimates, and 3.5 million, based on market estimates.

OPEC set for another showdown between rivals Saudi Arabia and Iran when it met on June 02 in Vienna with Riyadh trying to revive coordinated action and set formal oil output target but Tehran rejecting the idea. The Gulf Cooperation Council sought coordinated action at the meeting, a senior OPEC source said, referring to a group combining OPEC’s biggest producer Saudi Arabia and its Gulf allies Qatar, Kuwait and the United Arab Emirates. In a rare compromise, OPEC also decided unanimously to appoint Nigeria’s

Saudi Arabia and its Gulf allies had tried to propose OPEC set a new collective ceiling in an attempt to repair the group’s waning importance. But Thursday’s meeting ended with no new policy or ceiling amid resistance from Iran.

Since Saudi is eager to maintain the conflict with Iran for some obscure reasons, any agreement between Riyadh and Tehran would be seen as a big surprise by the market, which in the past two years has grown increasingly used to clashes between the political foes as they fight proxy wars in Syria and Yemen. Saudi Arabia effectively scuppered plans for a global production freeze – aimed at stabilizing oil markets – in April. It said then that it would join the deal, which would also have involved non-OPEC Russia, only if Iran agreed to freeze output.

Several OPEC sources said Saudi Arabia and its Gulf allies would propose to set a new collective ceiling in an attempt to repair OPEC’s waning importance and end a market-share battle that has sapped prices and cut investment. New Saudi Energy Minister Khalid al-Falih was the first OPEC minister to arrive in Vienna this week, signaling he takes the organisation seriously despite fears among fellow members that Riyadh is no longer keen to have OPEC set output. “There could be shorter-term situations in which, in our view, OPEC might intervene and yet other situations — such as long-term growth of marginal barrels — in which case it should not,” Falih told Argus Media ahead of the meeting.

At its previous meeting in December 2015, OPEC failed to set any production policy including a formal output ceiling, effectively allowing its 13 members to pump at will in an already oversupplied market. As a result, prices crashed to $27 per barrel in January, their lowest in over a decade, but have since recovered to around $50 due to global supply outages. Those include declining output from U.S. shale producers badly hit by low prices but also forest fires in Canada, militant attacks on pipelines in OPEC member Nigeria and declining output in Venezuela, also a member of the group.

Until December 2015, OPEC had a ceiling of 30 million barrels per day (bpd) – in place since December 2011, although it effectively abandoned individual production quotas years ago. OPEC currently produces around 32.5 million bpd. Any ceiling below that number would represent an effective cut. “One of our main ideas (is) to have a country quota. But I don’t believe at this meeting we can reach agreement for this,” Zanganeh said, adding that Iran was producing 3.8 million bpd and would soon reach pre-sanctions levels of 4 million bpd.

Tehran has been the main stumbling block for the OPEC (Organization of the Petroleum Exporting Countries) to agree on output policy over the past year as the country boosted supplies despite calls from other members for a production freeze. Tehran argues it should be allowed to raise production to levels seen before the imposition of now-ended Western sanctions over Iran’s nuclear program. Iranian Oil Minister Bijan Zanganeh said Tehran would not support any new collective output ceiling and wanted the debate to focus on the more radical idea of individual country production quotas. “An output ceiling has no benefit to us,” Zanganeh told reporters upon arriving in Vienna and before seeing any fellow OPEC ministers.

The market has grown increasingly used to OPEC clashes over the past two years as political foes Riyadh and Tehran fight proxy wars in Syria and Yemen. Saudi Arabia effectively scuppered plans for a global production freeze – aimed at stabilizing oil markets – in April in the Qatari capital of Doha. It said then that it would join the deal, which would also have involved non-OPEC Russia, only if Iran agreed to freeze output.

Tehran argues it should be allowed to raise production to levels seen before the imposition of now-ended Western sanctions over Iran’s nuclear program. Zanganeh said Tehran would not support any new collective output ceiling and wanted the debate to focus on individual-country production quotas, effectively abandoned by OPEC years ago. “Without country quotas, OPEC cannot control anything,” Zanganeh told reporters. He insisted Tehran deserved a quota – based on historic output levels – of 14.5 percent of OPEC’s overall production.

Understandably, OPEC failed to agree a clear oil-output strategy as Iran insisted on steeply raising its own production, though Tehran’s arch-rival Saudi Arabia promised not to flood the market and sought to mend fences within the organization.

Since OPEC failed to agree any policy, it would again convince the market that its main members could try to raise supplies further to gain market share despite low prices. UAE Oil Minister Suhail bin Mohammed al-Mazroui said oil markets were still not close to rebalancing due to a severe glut and a further price correction was possible. The Venezuelan energy minister Eulogio Del Pino also warned that supply outages have propped up prices in recent months but a global oil glut might build up again when missing barrels return. “More than 3 million barrels are out of the market. When those circumstances are removed from the market, what’s going to happen?” he asked reporters in Vienna.

Despite the setback, Saudi Arabia moved to soothe market fears that failure to reach any deal would prompt OPEC’s largest producer, already pumping near record highs, to raise production further to punish rivals and gain additional market share. “We will be very gentle in our approach and make sure we don’t shock the market in any way,” Falih told reporters. “There is no reason to expect that Saudi Arabia is going to go on a flooding campaign,” Falih said when asked whether Saudi Arabia could accelerate production.

That OPEC could not agree on a benign deal is a sign that political differences are undermining the organization, said Gary Ross, founder of US-based PIRA consultancy. “It is bearish short-term for oil prices. But what is also important is that Saudis are not planning to flood the market,” Ross added.

Zanganeh made a few conciliatory remarks, saying he was happy with the meeting and received no signals from other producers that they planned to increase output. Sources say, after the Doha debacle, it actually restores market confidence that Saudi Arabia is committed to OPEC. This is a success compared to three days ago when people had been expecting Falih to walk out of the OPEC room.

The flow of drilling mud is seen in a container while an oilfield worker works on a drilling rig at an oil well operated by Venezuela’s state oil company PDVSA, in the oil rich Orinoco belt, near Cabrutica at the state of Anzoategui April 16, 2015.

At its previous meeting in December 2015, OPEC effectively allowed its 13 members to pump at will. As a result, prices crashed to $27 per barrel in January, their lowest in over a decade, but have since recovered to around $50 due to global supply outages. Last week, Brent prices were down 1.5 percent at $49 per barrel after the OPEC meeting but later rallied on data showing a weekly drawdown in U.S. crude stockpiles.

Traditional rivals, Saudi Arabia and Iran, continue to fight to prove their supremacy in OPEC. Neither gives up an opportunity to hurt the other, whenever and wherever they can, and oil seems to be their favorite playground. With Saudi Arabia scuttling any chances of a production freeze in Doha in April, Iran has followed suit by thwarting attempts by Saudi Arabia to introduce a production ceiling on OPEC production in last week’s meeting held in Vienna.

Iran, which is close to its pre-sanction levels of production, had earlier agreed to discuss being part of any production freeze after it reached its desired output. However, Iran refused to adhere to any production ceiling, which led to OPEC abandoning the idea.

Iran has been a dark horse since the lifting of sanctions, increasing its market share quickly to the surprise of many investors. Iran has resorted to offering large discounts to its Asian customers, undercutting the Saudi and Iraqi prices to levels not seen since 2007-2008 in order to regain their market share. Iran shipped 2.3 million barrels per day in April 2016, the highest level since 2012. These figures are 15 percent higher than the International Energy Agency (IEA) forecast. Iran has been successful in its strategy until now, but increasing its market share further might prove difficult.

Meanwhile, Saudi Arabia is attempting to cement its market share in the wake of this increased production from Iran and Iraq. Though Saudi Arabia is attempting to transition away from being an oil-dependent economy, its transformation depends on the successful listing of Saudi Aramco. As part of its preparation for the listing, Aramco is gaining market share and improving its efficiency, according to its chief executive, Amin Nasser. “We are preserving our market share, which continues to increase year-on-year,” he said in the interview. “This year, as last year, it is increasing. Our market share is picking up,” he added, without giving figures, reports Reuters.

Ian Bremmer, the president of political risk consultancy Eurasia Group, said that the Saudi’s looked set to increase production after speaking with executives and a member of the Saudi ruling family.

Iran is better equipped to cope with the long-term upheaval because it is less dependent on oil than Saudi Arabia, having raised more through general taxation than through oil duties last year.

The struggle for supremacy between the two West Asian nations doesn’t show any signs of abating, and there is no clear winner in this showdown. Though Saudi Arabia has large reserves, it is burning them at a fast rate. On the other hand, experts believe that the Iranian economy is better equipped to withstand lower oil prices because its economy is more diversified and has an educated and hardworking population. The fight between the two for supremacy in the Middle East region is unlikely to end anytime soon. Currently, supply outages to the tune of 3.5 million b/d are supporting the oil prices by creating a balance between demand and supply.

Once Nigeria, Libya, and Canada resume pumping at their normal levels, the effects of the struggle between Iran and Saudi Arabia will be felt. If both increase production, the world will be awash with oil, pulling prices back to the mid $30/barrel levels.

But then the new oil exporters could also play oil politics along with OPEC.

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Shaping Palestinian politics: The UAE has a leg up on Turkey

Dr. James M. Dorsey

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The United Arab Emirates may have the upper hand in its competition with Turkey in efforts to shape Palestinian politics. Similarly, the UAE’s recognition of the Jewish state gives it a leg up in ensuring that its voice is heard in Israel and Washington irrespective of who wins the November US election.

Turkish President Recep Tayyip Erdogan didn’t miss a beat during his address to the United Nations General Assembly, insisting that he, unlike the United Arab Emirates and Bahrain, would not accept a solution to the Israeli-Palestinian conflict that is not endorsed by the Palestinians.

Mr. Erdogan’s solemn pledge may earn him brownie points with large segments of Middle Eastern and Muslim public opinion critical of the establishment of diplomatic relations between Israel and the two Gulf states but does not strengthen his weak hand.

The UAE, with whom Mr. Erdogan is at loggerheads over Libya, Syria, and the future of political Islam, may have less clout than it thinks in bringing Israelis and Palestinians back to the negotiating table, but has, for now, more cards to play.

What those cards are worth will only emerge over time.

The UAE is betting that a combination of soft power garnered through recognition of Israel and close security, economic and technological cooperation will enable it to convince the Israeli government that an independent Palestinian state is in Israel’s interest.

While there is little reason to believe that the UAE will succeed where others have failed in recent decades, Emirati leaders, in contrast to Turkey, potentially could in cooperation with Israel also try to impose an unpopular Palestinian figure who has close ties to the US, Emirati and Israeli leadership.

The move would be designed to install a leader who would be  more conducive to engaging in peace talks on terms that hold out little hope of meeting long-standing Palestinian aspirations.

It is a scenario that 84-year-old Palestinian President Mahmoud Abbas appears to be taking seriously and appears to be trying to pre-empt.

The Democratic Reform Bloc, a political group headed by Mohammed Dahlan, a controversial Abu Dhabi-based former Palestinian security chief believed to be close to Crown Prince Mohammed bin Zayed, the UAE’s de facto ruler, said dozens of his supporters had been arrested or summoned for questioning by Palestinian security forces in recent days.

Mr. Dahlan appeared to be walking a fine line when he recently denied any role in mediating relations between the UAE and Israel.

Mr. Abbas’ suspicions stem from an unsuccessful effort last year by the UAE to engineer a deal in which Hamas, the Islamist group that controls the Gaza Strip, would share power with Mr. Dahlan.

Mr. Dahlan went into exile in the UAE in 2007 after Hamas defeated his US-backed efforts to thwart the group’s control of Gaza. US President George W. Bush described Mr. Dahlan at the time as “our boy.”

He has since been indicted by Mr. Abbas’ Palestine Authority on corruption charges.

UAE recognition of Israel constituted an acknowledgment that the 18-year old Arab peace plan that offered Israel diplomatic relations in exchange for land and a Palestinian state had produced naught.

In its rivalry with Turkey, whose assertive support for the Palestinian cause has likewise failed to produce results so far, the UAE is banking on the expectation that it has the upper hand in getting not only Israeli but also the attention of Washington that under US President Donald J. Trump has disregarded Palestinian rights.

The UAE assumes that it will be able to capitalize on the fact that Emirati recognition of Israel has further complicated Turkey’s relations with its NATO ally, the United States.

Turkey’s relations with the US are already troubled by US support for Syrian Kurds; Turkish military backing of the Libyan government in Tripoli; tensions between Turkey and Greece, another NATO ally, in the Eastern Mediterranean; and Turkey’s acquisition of Russia’s S-400 anti-missile defense system.

The Trump administration hopes to finalize by December the sale of F-35 fighter planes to the UAE in the wake of the deal with Israel.  Earlier, it cancelled Turkey’s acquisition of the same plane in response to the country’s S-400 deal with Russia.

For now, Turkey can look at appreciation by important segments of Arab and Muslim public opinion as an upside of its  strident support for the Palestinians.

Seeking to capitalize on its Palestinian goodwill, Turkey has been attempting to end the rift between Mr. Abbas’ Al Fatah movement and Hamas in a bid to get the Palestinians to agree on elections and the formation of a joint government.

The two groups, agreed during  talks in Istanbul this week to work together and hold long overdue elections in the next six months.

The joker in Turkish-Emirati differences over Israel and Palestine is the upcoming US presidential election in November.

Irrespective of who wins, Turkey has lost to the UAE the beneficial mantle of being Israel’s best Muslim friend.

Nonetheless, an electoral victory by Democratic challenger Joe Biden, who is expected to be more critical of arms purchases by the UAE and other Gulf states and take them to task on human rights issues, could put both Turkey and the Emirates on the back foot.

A Biden victory would be for Turkey a lost opportunity. The very issues that are at the core of its strained relations with the UAE are likely to complicate its relations with a Democratic administration.

Recent media reports reminded Mr. Erdogan that Mr. Biden had described him in a conversation with The New York Times early this year as an “autocrat.” The Democratic candidate suggested that the US. should “embolden” his opponents to defeat him in elections.

In the conversation, Mr. Biden mentioned other issues, including the Kurds, Syria, and tension in the Eastern Mediterranean that do not bode well for US-Turkish relations should the Democrat occupy the White House. Mr. Biden is expected to be also critical of the UAE’s interventions in Yemen and Libya.

Nonetheless, the UAE, despite its own issues with the US, is likely to still find itself in a better place in Washington no matter who emerges victorious from the November election.

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Arabs-Israeli Peace must be Well-Anchored, not Neatly Fantasized

Mohammed Nosseir

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Watching a few Emirati and Israeli citizens dance in Chabad House, Dubai to celebrate normalization may give the impression that these nations have realized a genuine peace; a false assumption that disregards the facts that the peace treaty between Israel and two Arab Nations is meant to serve Donald Trump in his upcoming presidential election, values the “ground reality” that clearly favors Israel over United Nations resolutions upholding the “land for peace” principle, and advances western politicians’ view that peace can be imposed top-down, seconded by autocratic Arab rulers.

As an Egyptian, I highly value the peace treaty between my country and Israel that was based on regaining occupied Egyptian land, the Sinai Peninsula. The treaty has helped to alter Egyptians’ views of Israel fundamentally; no longer seen as a permanent enemy, Israel is presently perceived as a “cooperative” neighbor that has offered us millions of tourists and a few sound investments – solid pillars for normalization. Meanwhile, the clear majority of Egyptians, Arabs and Muslims continue to sympathize with the Palestinians living under Israeli occupation – a crisis that can only be resolved by pursuing the same path towards peace as that of Egypt.

For years, the United States has been trying to impose a peace treaty between the Arab nations and Israel based on the concept that Arabs should accept Israeli territorial expansion in return for the injection of substantial U.S.  funds to boost the Palestinian economy, a proposition strengthened by Israel’s military power and Arab rulers’ injudicious, hasty attitude towards the crisis. Underneath this reality lurks the further empowerment of the political Islamist proposition that places Israel as a permanent enemy, which could easily drag our region into additional, unpredicted violence. 

Arabs societies generally appear to lead a “double life”. On the one hand is the reality that 60% are either poor citizens or citizens who are vulnerable to poverty, an unemployment rate of roughly 11%, the lack of basic freedoms and living under autocratic rule; a sad status that has become even more dramatic with the advent of Covid-19. These factors combined intensify Arab youth’s anger and frustration towards their rulers and towards the United States, seen as a solid supporter of those rulers. Obviously, Palestinians living under Israeli occupation rule have an extra challenge to deal with.

On the other hand is the fantasy life constituted of GDP growth and the implementation of a few mega projects that Arab rulers like to exhibit and that western politicians and scholars tend to recognize as a sign of success – completely overlooking the fact that these projects are often awarded to the rulers’ cronies and that the unequal distribution of wealth will keep large portions of Arabs living in poverty for generations to come, making them more vulnerable to violence. Likewise, expanding trade deals between Arab nations and Israel or receiving economic incentives from the United States have proven to benefit only the same cronies.

Moreover, the present rumour that the United States is building a block of Arab nations and Israel meant to potentially engage in a war with Iran is a catastrophic approach. Should it happen, it will thrust the entire region into a state of intense violence and enduring war that could well lead to the collapse of many of the signed treaties. Furthermore, a peace treaty between Israel and two Arab nations, who are not in conflict with Israel, will not help to resolve either the Palestinian crisis or the Iranian conflict – Bahraini and the Emirati citizens will never validate such a treaty, if it is presented to them fairly.

There is a huge difference between a peace treaty concluded between two mature, democratic nations whose respective governments truly represent their citizens, and an agreement that is imposed on nations whose citizens are – to put it mildly – in disharmony with their rulers. Arab citizens, often accused of engaging in violence and declining to peacefully settle with Israel, are in fact caught between two fires: their autocratic rulers, who deliberately offer them undignified living conditions and Islamic extremists, who promise them eternal salvation as a reward for engaging in violence and terrorism.

Permanent Arab-Israeli peace can only be achieved through a bottom-up approach that is designed to last, which entails keeping away from western pragmatism and enforcement, both of no value to this crisis. Israel is continually working to enhance its security, an absolute necessity for its citizens. It needs to offer Palestinians the opportunity to live a dignified life based, first, on regaining their occupied land and establishing a state of their own, followed by advancing their economic status. Offering the later at the expense of the former will keep us in this vicious circle of violence for decades to come.

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Untangling Survival Intersections: Israel, Chaos and the Pandemic

Prof. Louis René Beres

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MUNCH, Edvard The Scream (detail) 1893 Oil, tempera & pastel on cardboard, 91 × 73.5 cm The National Gallery, Oslo

Is it an end that draws near, or a beginning?”-Karl Jaspers, Man in the Modern Age (1951)

INTRODUCTION TO THE ANALYSIS:  Day by day, traditional global anarchy (with discernible roots in the seventeenth century Peace of Westphalia) is being supplanted by chaos. This exponential replacement has very substantial implications for (1) comprehensive global stability; (2) regional stability in the Middle East; and (3) Israeli national stability. Because the replacement  is taking place alongside a still-expanding global pandemic, variously resultant forms of chaos must be considered as multi-layered, tangled and synergistic.

 What next? Among others, Israel’s senior strategists and policy-makers will have to examine these dissembling expressions of chaos by proceeding with continuously capable scholarship.  Accordingly apt emphases in  Jerusalem and Tel Aviv should soon be placed upon plausible alterations to decisional rationality (both Israeli and adversarial) and on prospective nuclear competitions oriented to achieving intra-crisis “escalation dominance.” In the worst case scenario, such analyses would pertain to certain potential instances of nuclear war-fighting, a sobering narrative that reinforces Israel’s unceasing imperative to seek nuclear deterrence ex ante, and not revenge ex post.

There is more. The article that follows is self-consciously conceptual/theoretical. By design, it is unlike other more usual essays that concern global/ regional stability in world politics.

This article can be useful to military practitioners and national security planners because it could lead them well beyond any orthodox or narrowly “current events” focus on applicable strategic thought. By explaining this historically unprecedented transition from anarchy to chaos, it can also point serious readers toward a new corpus of pertinent strategic theory. “Theory is a net,” we all learned earlier from Karl Popper’s classic The Logic of Scientific Discovery (1959), “only those who cast, can catch.”

—————–

As Chair of “Project Daniel,” a special policy task force assembled to analyze the Iranian nuclear threat to Israel two decades ago,[1] the author is not new to analytic assessments of complex geo-strategic hazards, including existential ones. Still, twenty years back, when Daniel sprang from a private conversation he was having in Tel-Aviv with two-time Israeli Ambassador to the United States Zalman Shoval,[2] overriding security perils were being examined as part of some presumptively coherent world order. This is not meant to suggest that the post-Westphalia[3] order was ever reassuringly stable or satisfactory, but only that the classical  balance-of-power regime had not yet become entirely unpredictable.

               That was then. Today, all serious scholarly assessments, irrespective of  specific country particularity, must be undertaken with a starkly different view. This updated perspective assumes, inter alia, that the world order system is no longer “merely” anarchic,[4] but is also chaotic. Now, a crucial part of this dissembling context is worldwide disease pandemic, a devastating plague that only renders an already unstable global structure even worse.[5]

               In essence, an incremental metamorphosis of system-wide anarchy into chaos has been underway for some time, but the sudden and sweeping comprehensiveness of Covid19 has produced a quantum jump in this already-significant transformation.

               Though a decidedly  global issue, some states will be affected more than others by any spreading chaos. In the specific case of Israel, our focus here, the prospective impacts of certain ongoing change patterns are apt to be considerable. This is because of that country’s conspicuously small size, its still-multiple enemies and its correspondingly unique dependence (for deterrence,[6] not war-fighting)[7] upon nuclear weapons and strategy.[8]

               Looking ahead, the challenging security tasks for Israel need not be regrettable or without any tangible benefits. There do exist sound and science-based reasons to acknowledge advancing chaos as a  security positive for Israel, at least in part. While distinctly counter-intuitive, such compelling reasons ought now be more closely and capably examined.

               These reasons should not be casually minimized or disregarded.

                As drawn from its core meanings in classical philosophy and mythology, chaos represents the literal beginning of everything, the good as well as the bad.

               This “positive”  concept of chaos now warrants very serious and meticulous scholarly assessment. This is not the same thing as suggesting, more prosaically, that scholars and policy makers should try to make better analytic sense of assorted security threats and circumstances, e.g., the Iran nuclear threat or the Palestinian terror threat (neither of which has in any way been diminished by the new Israel-UAE agreement). What is being urged here is the more self-conscious construction of pertinent theories, a painstaking process that must inevitably be contingent upon an antecedent and more refined conceptual understanding.

               Analysts may begin such epistemological processes at their most proverbial beginnings. To wit, Jewish theology discovers its primal roots in Genesis, an observation to be generally viewed with favor in a Jewish State. Whether in the Old Testament or in more-or-less synchronous Greek and Roman thought, chaos can be understood as an intellectual tabula rasa, a blank slate which, when thoughtfully completed, can best prepare the world for all things, both sacred and profane.

               Most significantly, chaos can represent that inchoate place from which absolutely all civilizational opportunitymust credibly originate.

                With such unorthodox thinking, chaos is never just a repellant “predator” that swallows everything whole; callously, indiscriminately, and without purpose. Here, instead, it is more usefully considered as an auspicious “openness,” that is, as a protean realm within which entirely new kinds of human opportunity may be suitably revealed or gleaned.  For Israel, this means that any advancing chaos in the Middle East need not necessarily be interpreted by the country’s senior military planners as a portentous harbinger of regional violence and instability, but rather, in at least some respects, as a potentially gainful condition for critically improving national security.

                There is more. By extrapolation, this same caveat should be extended to include any discernible elements of chaos in certain other regions of the world, though the intellectual or analytic arguments would then be based upon determinably other underlying conditions or outcomes.

               The next question arises. How best to harness such a radical re-conceptualization of chaos in Jerusalem (politics) and Tel Aviv (military strategy)? This is a manifestly difficult, subtle and many-sided question. Still, it would be better answered imperfectly than be wholly disregarded. Such an answer should suggest the following: Israel’s authoritative decision-makers must more intentionally stray beyond ordinary or usual national security assessments,[9] and then venture more wittingly in the direction of illuminating avant garde analyses.[10]

               To be sure, any such venture would have its detractors. “Whenever the new muses present themselves,” warned Spanish existentialist philosopher Jose Ortega y’ Gasset in The Dehumanization of Art, “the masses bristle.

               Among these studies would be scholarly examinations that hypothesize various radical redistributions of power in the Middle East, including some never-before considered alignments. Such unexpected alignments, born of a now palpably expanding regional chaos, could include not only assorted state-state relationships (e.g., Israel-Egypt; Israel-Jordan; Israel-Saudi Arabia; Israel-UAE; Israel-Russia), but also state-sub state or “hybrid” connections (e.g., Hezbollah-Iran; Hezbollah-Russia). Just as with certain state-state relationships, relevant intersections could sometime be synergistic. In these potentially most worrisome cases, the “whole” of any specific intersection would exceed the simple sum of its constituent “parts.” Of course, for Israel, not every expected synergy would necessarily be harmful or “bad.” Some of these intersections could be determinably auspicious or “good.”

               As an example of positive synergistic outcome for Israel, scholars and planners could consider alignments that would favor directly Israeli goals or objectives, and alignments that would be presumptively harmful or injurious to that country’s acknowledged foes.

               Similarly unprecedented but also worth considering would be steps taken toward alleviating the more expressly structural conditions of chaos in the Middle East region, including certain specific forms of cooperation that could move incrementally toward assorted forms of regional governance. Such  forms would have to be tentative, and also very partial, but they could nonetheless provide a generally welcome start toward greater area order than area chaos.[11] In specifically Hobbesian terms, these forms of governance would be intended to supplant the generally corrosive “war of all against all”[12] in the Middle East with some designated “common power.”[13]

                Recalling English philosopher Thomas Hobbes, the core objective here would be to keep all state and sub-state parties “in awe.”[14]

               Ironically, a unique opportunity for regional movements toward greater area collective security would have been made possible by decision-maker perceptions of a more general revulsion with anarchy or chaos. This opportunity will have been born of a growing existential desperation, that is, of a sense that “business as usual” in Middle East peacemaking can no longer suffice. Of course, it is altogether possible that this particular sense of opportunity could sometime be mistaken or misunderstood, in which case any presumed benefits of chaos might turn out to be a double-edged sword.

               There is more. With regard to any such injurious inversions of opportunity for Israel, Jerusalem need only be reminded of its unchanging obligation to avoid taking existential risks wherever possible.[15] Ultimately, this fixed and immutable obligation can be fulfilled only by assessing all risks and opportunities according to well-established and optimally rigorous intellectual standards. Among other things, even when chaos might beckon seductively to Israel as an unanticipated font of future strategic opportunity, there could be no adequate substitute for capable scholarly or intellectual analysis.

               Reciprocally, however, any such diligent analysis must eschew “seat of the pants” determinations, and rely instead upon an amply-refined strategic theory. Always, theory is a “net.” Only those who “cast” such an indispensable net can ever expect to “catch.”

               What else? When “casting,” Israel’s strategic planners should pay especially rapt attention to any discernible links between a prevailing or still-anticipated chaos, and the expected rationality of its relevant adversaries.[16] What might first appear as an unwittingly promising source of improved national safety could be reversed promptly by those enemies who would value certain normally subsidiary preferences in world politics more highly than national or collective survival.

               Credo quia absurdum, said the ancient philosopher Tertullian. “I believe because it is absurd.”

               Such “absurd” enemies are not historically unknown in world politics.[17]

               Not at all.

               At this moment, the most compelling threat of such enemy irrationality appears to come from a seemingly still-nuclearzing Iran. Significantly, there is no way for Israel’s decision makers to systematically or scientifically evaluate the authentic probabilities of any such uniquely formidable threat.[18] This is because (a) any truly accurate assessments of event probability must be based upon the determinable frequency of pertinent past events; and (b) there have been no pertinent past events (i.e., no nuclear war).

               All the same, an eventual Iranian nuclear threat to Israel remains plausible; it should thus suggest certain worrisome prospects for a “final” sort of regional chaos. To make reassuringly positive or at least gainful use of this vision, Israel ought soon to focus explicitly and meticulously on its still-tacit “bomb in the basement” nuclear strategy.  Preparing to move beyond the prospectively lethal limits of “deliberate nuclear ambiguity,” Jerusalem would need to (1) rank-order identifiable thresholds of enemy nuclear peril as tangible “triggers” for its incremental nuclear disclosures; and (2) prepare for rank-ordered release some very specifically limited sets of information concerning the invulnerability and penetration-capability of its own nuclear forces.

               These sets would include selected facts on nuclear targeting doctrine; number; range; and yield.

               As Israel can learn from certain intimations of some impending chaos, the country’s national security might be better served by reduced nuclear ambiguity than by any more traditional commitments to complete strategic secrecy. This seemingly counter-intuitive argument is rooted in the altogether reasonable presumption that Israel’s continued survival must depend very considerably on successfully sustained nuclear deterrence.

               When 19th century philosopher Friedrich Nietzsche initially explained chaos as something contained deeply within each individual human being,[19] he did not intend this to represent a distressingly negative portent. On the contrary, like the German poet Hölderlin,[20] with whose work he was intimately familiar, Nietzsche understood that even from apparent formlessness can emerge things of great or even inestimable value. Accordingly, at this currently precarious moment in its contemporary history, Israel’s leadership would be well advised (a) to think seriously and inventively about such challenging conceptual opportunities; and (b) to fashion strategic theories that begin but do not end with conspicuous portents of the apocalyptic  “abyss.”

               This would not be a task for the intellectually faint-hearted, or for those who are constitutionally unable to recognize promising strategic “muses”[21] But the security payoff for Israel’s national defense could still prove overwhelmingly gainful. It follows that such a task would be determinably “cost-effective.”

               One last point in this broad argument now bears repeating. It is that Israel has absolutely no choice about either welcoming or rejecting chaos. Incontestably, this condition is not something that Israel can in any way push aside, negotiate, forestall or prevent. Because chaos in some form will inexorably emerge from a traditional global anarchy, Jerusalem must do whatever it can (as soon as it can) to reconcile and optimize its pertinent security strategies with chaos. A full acknowledgment of this unavoidable imperative could represent the acme of Israel’s decisional acumen and decisional rationality.[22]

               In the months and years ahead, Israel’s overriding obligation remains plain and obvious. To best meet this evident security imperative of collective survival, that nation’s strategic analysts and planners will first have to better understand the relevant policy correlates of any expanding chaos, and to accomplish this goal by means of a markedly advanced conceptual scholarship. At a particularly fragile moment in contemporary history when biology could prove even more fundamentally worrisome than capable enemy armies, this scholarship will need to take special note of our current and still-expanding Corona virus pandemic. 

               This “plague,” though “merely” biological, will likely produce certain unanticipated and hard to remediate forms of  social and political disintegration, both expressly regional (Middle East) and worldwide. At the same time, should Israel and its relevant area foes sometime recognize this viral pandemic as an exceptional menace that is nonetheless common to all –  one best diminished by some generally shared strategies of cooperation –  it could conceivably become a welcome agent of a more genuine Middle East peace.[23] Though ironic and more-or-less implausible,  microbial assault could represent just the right agent for enhanced geopolitical vision, for shaping a tabula rasa from which more promisingly audacious national security opportunities could sometime be born.

               If this novel opportunity for embracing chaos were sufficiently acknowledged, it could be a “beginning” that “draws near,” not an “end.”


[1] Our formal report, “Israel’s Strategic Future,” was discussed widely in global media and delivered by hand to PM Ariel Sharon in Jerusalem on January 16, 2003. http://www.acpr.org.il/ENGLISH-NATIV/03-ISSUE/daniel-3.htm

[2] Ambassador Shoval has been Professor Beres’ several times co-author on vital matters of Israeli security and international law. Most recently, see Louis René Beres and Zalman Shoval, West Point (Pentagon) https://mwi.usma.edu/creating-seamless-strategic-deterrent-israel-case-study/

[3] The historic Peace of Westphalia (1648) concluded the Thirty Years War and created the still-existing state system. See: Treaty of Peace of Munster, Oct. 1648, 1 Consol. T.S. 271; and Treaty of Peace of Osnabruck, Oct. 1648, 1., Consol. T.S. 119. Together, these two treaties comprise the “Peace of Westphalia.”

[4] Hobbes, the 17th- century English philosopher, argues that anarchy in the “state of nations” is the only true “state of nature.” In Chapter XIII of Leviathan (“Of the Natural Condition of Mankind, as concerning their Felicity, and Misery”),  Hobbes explains famously: “But though there had never been any time, wherein particular men were in a condition of war, one against the other, yet in all times, kings and persons of sovereign authority, because of their independence, are in continual jealousies, and in the state and posture of gladiators; having their weapons pointing, and their eyes fixed on one another; that is their forts, garrisons, and guns upon the frontiers of their kingdoms, and continual spies upon their neighbors, which is a posture of war.”

[5] With chaos, but not anarchy, even the usual mainstays of decentralized world politics (e.g., deterrence and balance of power processes) are replaced by more eccentric or idiosyncratic factors of national decision  making.

[6] As emphasized at Israel’s Strategic Future: The Final Report of Project Daniel (Israel, 2003): “The primary point of Israel’s nuclear forces must always be deterrence ex ante, not revenge ex post.”

[7]See, for example: Louis René Beres, https://thestrategybridge.org/the-bridge/2018/5/29/israels-nuclear-strategy-enhancing-deterrence-in-the-new-cold-war-part-i; Louis René Beres, INSS Israel, https://www.inss.org.il/publication/changing-direction-updating-israels-nuclear-doctrine/

and, at Harvard Law School, Louis René Beres: https://harvardnsj.org/2014/06/staying-strong-enhancing-israels-essential-strategic-options-2/

[8] See,  by Professor Beres, https://paw.princeton.edu/new-books/surviving-amid-chaos-israel%E2%80%99s-nuclear-strategy

[9] Such proposed “straying,” which might range anywhere from an eleventh-hour preemption to much greater commitments to regional collective security, could still be in more-or-less complete accord with pertinent international law. In this connection, a core or jus cogens principle of international law remains the unambiguous imperative: “Where the ordinary remedy fails, recourse must be had to an extraordinary one.” (Ubi cessat remedium ordinarium, ibi decurritur ad extraordinarium.” (Black’s Law Dictionary, 1520 – 6th ed., 1990).

[10] In his 1927 preface to Oxford Poetry, W.H. Auden wrote: “All genuine poetry is in a sense the formation of private spheres out of public chaos….” Looking ahead with an appropriately avant-garde orientation, Israeli strategists must essentially seek to carve out livable national spheres from a steadily expanding global chaos. Ultimately, of course, following Nietzsche, they must understand that such chaos originally lies within each individual human being, but – at least for the moment of their present strategic deliberations – they must focus upon collective survival in a true Hobbesian “state of nature.” This is a condition wherein “the weakest has strength enough to kill the strongest,” normally possible only where individual human beings coexist in nature, but possible also in world politics wherever there exists nuclear proliferation. Accordingly, the German legal philosopher Samuel Pufendorf reasoned, like Hobbes, that the state of nations “lacks those inconveniences which are attendant upon a pure state of nature….” Similarly, said Baruch Spinoza: “A commonwealth can guard itself against being subjugated by another, as a man in the state of nature cannot do.” (See: A.G. Wernham, ed., The Political Works: Tractatus Politicus, iii, II; Clarendon Press, 1958, p. 295).

[11] Back at Princeton in the late 1960s, I spent two full years in the University library, reading everything available about world order. The initial result was published in my early book The Management of World Power: A Theoretical Analysis (University of Denver, 1973) and two years later, in Transforming World Politics: The National Roots of World Peace (University of Denver, 1975).

[12] This Hobbes-described orientation represents the explicit underpinning of US President Donald Trump’s announced foreign policy, and stands in direct opposition to the core jurisprudential assumption (i.e., international law) of imperative solidarity between all states. This immutable or jus cogens assumption was already mentioned in Justinian’s Digest (533 CE); Hugo Grotius’ Law of War and Peace (1625); and Vattel’s The Law of Nations, or the Principles of Natural Law (1758). According to General McMaster, Mr. Trump’s earlier National Security Advisor, this policy is an expression of “pragmatic realism.” Historically, this term is essentially a self-reinforcing falsehood, as no forms of “realism” or “Realpolitik” have ever worked for long. For Israel, the best “lesson” to be extracted from this egregious US policy error is to think of the erroneous Trump-era posture as one of “naive realism,” and to draw upon certain expectations of advancing chaos to inspire more promising forms of both national strategy and international cooperation.

[13] Following the recently negotiated Israel-UAE and Israel-Bahrain agreements, it could be assumed or alleged that this “corrosive” condition has been correspondingly modified or reduced. Nonetheless, Israel’s principal security challenges have never come from these Gulf states; it is also arguable that the threat of renewed Palestinian terrorism has actually been increased by these US-brokered pacts.

[14] See Hobbes, Leviathan, especially Chapter XVII, “Of Commonwealth.” More generally, the presumed obligation to use force in a world of international anarchy forms the central argument of Realpolitik from the Melian Dialogues of Thucydides and the Letters of Cicero to Machiavelli, Locke, Spykman and Kissinger. “For what can be done against force without force?’ inquires Cicero. Nonetheless, the sort of chaos that Israel could confront shortly is much different from traditional anarchy or simply decentralized global authority. In essence, it is conceivably more primordial, more primal, self-propelled and potentially even self-rewarding.

[15] Such a primary warning is the central motif of Yehoshafat Harkabi’s The Bar Kokhba Syndrome: Risk and Realism in International Politics,” (New York: Rossel Books, 1983).

[16] See, by Professor Beres: https://besacenter.org/wp-content/uploads/2017/06/516-Israeli-Security-and-Enemy-Rationality-Beres-Author-approved-version.pdf

[17] See Sigmund Freud in Civilization and its Discontents: “Fools, visionaries, sufferers from delusions, neurotics and lunatics have played great roles at all times in the history of mankind….usually they have wreaked havoc.”

[18] Regarding also the expected consequences or “disutilites” of a nuclear war, by this author, see: Louis René Beres, SURVIVING AMID CHAOS: ISRAEL’S NUCLEAR STRATEGY (London: Rowman and Littlefield, 2016/2018); Louis René Beres,  APOCALYPSE: NUCLEAR CATASTROPHE IN WORLD POLITICS (Chicago: University of Chicago Press, 1980); Louis René Beres,  MIMICKING SISYPHUS: AMERICA’S COUNTERVAILING NUCLEAR STRATEGY (Lexington MA:  Lexington Books, 1983);  Louis René Beres, REASON AND REALPOLITIK: U S FOREIGN POLICY AND WORLD ORDER (Lexington MA;  Lexington Books, 1984);  and Louis René Beres, ed.,  SECURITY OR ARMAGEDDON: ISRAEL’S NUCLEAR STRATEGY (Lexington MA:  Lexington Books, 1986).

[19] “I tell you,” says Friedrich Nietzsche in Thus Spoke Zarathustra, “ye have still chaos in you.”

[20] In philosophy, Hölderin, Nietzsche and Heidegger struggled with the fundamentally same ontological problems of existence, or “being,”

[21] Once again, “Whenever the new muses present themselves,” cautions Spanish existentialist José Ortega y’ Gassett in The Dehumanization of Art, “the masses bristle.”

[22] Reciprocally, a rational state enemy of Israel will always accept or reject a particular option by comparing the costs and benefits of each alternative. Wherever the expected costs of striking first are taken to exceed expected gains, this enemy will be deterred. But where these expected costs are believed to be exceeded by expected gains, deterrence will fail. Here, whatever the prevailing levels of order or chaos, Israel would be faced with an enemy attack, either as a “bolt-from-the-blue” or as an outcome of anticipated or unanticipated crisis-escalation. In this connection, too, Israeli planners will want to stay abreast of each side’s ongoing search for “escalation dominance.”

[23] More generally, see by this writer, Louis René Beres, at Jurist:  https://www.jurist.org/commentary/2020/04/louis-beres-trump-empathy/ To be sure, the recent US-brokered Israel agreements with UAE and Bahrain are actually net-negative for Middle East Peace because they provide no per se Israeli advantages with these Gulf states, and because they exacerbate Israel’s much more essential relationships with Iran, the Palestinians and Hezbollah.

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