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Israel’s new Global Strategy

Giancarlo Elia Valori

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If we want to study Israel’s political and military positions, we must at first analyse Syria.

For Israel the problem in Syria is Russia, although it is apparently Iran.

In fact, one of the de-escalation areas is in the Golan Heights  and certainly the Jewish State does not like that Iran and Hezbollah can easily and quietly operate in the Golan area, even without warlike acts but under the protection of Russia, which is also the guarantor of the whole area.

In particular, the Israeli government wants the Russian Federation to never intervene in favour of Iran.

However, if Iran and the Shiite forces leave Syria, Russia’s control to ensure Syrian stability will weaken and probably even crumble.

Hence Israel wants Russia and even Syria to push Iran away from Syria, by threatening a real war on Syrian soil, along with the United States.

The United States and Israel could overthrow Assad and, in any case, remove Russia from the area, and hence from the Middle East. This is one of Russia’s primary aim, i.e. to stay in the Greater Middle East and in the Mediterranean region with strong and decisive power. But would the United States accept this anti-Russian operation? I do not think so. The United States would initially participate and later move away, after having completed the first operations successfully. After the first headlines on the New York Times, it would go back home. The United States either takes possession of an area for twenty years -as was the case in Afghanistan – or confines itself to quick strategic operations.

In the current Syrian situation, however, will the United States still be a reliable partner for Israel, apart from the possible war?

Probably not. The United States already has its Kurds who, after the US withdrawal from Syria, immediately decided to fall into Assad’s arms, with a view to opposing Turkey.

Furthermore, what would be the configuration of the Syrian-Iranian system after this attack on the Syrian Baathist regime? Probably more dangerous than it is today.

A great coalition is needed to destroy Shiite Iran’s  hegemonic designs, certainly with the United States, but also and above all with Islamic partners, not only Saudi Arabia.

Russia would never accept such a project.

Russia wants to avoid not only the stabilization of current Syria, which, in fact, is now a Russian client State, but also a new war in the Greater Middle East.

Hence Israel’s friendship with Russia is possible and desirable, but the only true and realistic possibility of containing Iran within Syria, or on the Israeli borders, is anyway to strongly isolate the Shiite power within Assad’s area, which may also be Russia’s goal.

This also in view of strengthening Russia’s increasingly close relations with Saudi Arabia, a fierce competitor and opponent of Iran, which could be decisive in a post-war reorganisation and reconstruction of Syria.

Hence any realistic strategy for harshly containing Iran must be based on a preliminary agreement between Russia and Israel.

Moreover, it should be recalled that Russia absolutely needs the Jewish State at economic, technological and strategic levels.

These are some of the topics I had the opportunity of discussing openly and frankly with my friend Moshe Ya’alon, when I recently presented the Israeli edition of my latest book in Jerusalem.

Hence a preventive war on Syria to destroy the Iran-Hezbollah axis? Probably so. I also believe that, in all likelihood, there could be a substantial military disregard and disinterest of Russia, which would thus no longer have many contacts with a dangerous oil competitor, namely Iran, which has very different oil and gas policies from Russia.

Not to mention, however, that Saudi Arabia is already making its war in Yemen, certainly with a view to avoiding the pressure of a Shiite group such as the Houthi, but also and above all to taking possession of the new (huge) oil reserves of Kharkhir and Najran – apart from the fact that currently 60% of Yemeni oil is already “stolen” from Saudi Arabia, through former Yemeni President Mansour Hadi.

Obviously the clash in Yemen also regards control over the Bab-el-Mandeb Strait, through which 3,800 million barrels of Middle East crude oil transit.

Syria, however, is still a big, polymorphic country, which has always been politically unstable and, in any case, with Christian minority areas -Druze and Shiite or para-Shiite areas – that could turn out to be too hard a nut to crack in view of waging the blitzkrieg, the lightning war that has always been in the style of the Israeli strategic thinking.

Moreover, given the current presence of many Iranian armaments in the Lebanon and, probably, in the Golan Heights, a very quick attack should be based on an extremely careful analysis of the positions and forces of Shiite groups by the Israeli intelligence services.

Anyway, a quick attack should avoid Israel’s countermove on its Northern borders.

Hence, to date the only logical operation would be to define a Syrian geopolitics shared with Russia, which has parallel interests and controls the Shiite forces on the field.

Indeed Russia is looking for a reliable ally to counter Iran’s territorial claim on Syria itself.

The agreement signed by Israel with the USA and Russia, at the end of July 2018, also enabled Israel to accept the presence of the Syrian army on the Golan border, albeit over eighty kilometres away from the boundary line.

This implies that the Israeli Armed Forces will not wage  war to undermine Russia’s prospects and Syrian operations outside the borders with Israel. A clear  acceptance of Russian protection over Assad’s armies.

The United States has now abandoned its Southern client States, namely the “democratic jihadists”, if any, which is a sign of the clear US inability to think in a strategically correct way.

In fact, both Russia and Israel know that the Syrian clash is a war that can affect the whole world, not just the Middle East. It is not the usual story of “democracy” against “terrorism”.

The Syrian clash has been the trigger of a possible world war.

The United States has instead interpreted the war in Syria as a mere war on terror, a sort of geopolitical tranquilizer.

Obviously Israel has greatly strengthened its positions in the Golan area, but will it be enough? I do not think so.

The possibility for Iran (which funds and trains also the Islamic jihad south of Israel) to start a regional clash against the Jewish State also from the Gaza Strip is such as not to allow excessive confidence in the current status quo.

Meanwhile, in Asia there is Israel’s economic, but also political opening.

Obviously Israel’s motivation lies in the fact that Asia will be the dominant region at economic, but also at political and military levels.

Hence the opportunity – to be seized in the near future – of a geopolitical connection between China and Israel, which could easily influence also the Greater Middle East.

Except for Singapore and Burma, all Israeli official relations with the Asian countries date back to the period following the collapse of the USSR.

Trade with China and the other Asian powers is already significant: in fact, it amounts to 15 billion US dollars.

Considering the current trade tensions between China and the USA, the relationship between China and Israel could become crucial, especially in the high-tech field.

There is also a project at stake, i.e. the Med-Red, a Eilat-Ashdod railway line that could be a terrestrial alternative to the Suez Canal, with very noticeable strategic effects, which are barely imaginable today. Chinese investment would be relevant in this respect, considering the geographical and political symmetry of Red-Med with the New Silk Road.

While the EU – with its current trade laws, substantially punishing the Jewish State – remains a substantially enemy area, Israel is opening to Asian trade – and China’s, in particular – which largely replaces trade with the EU.

These economic facts have wide strategic implications:  unlike the old “Rhine” Europe, not reached by the new “Silk Road”, Israel is connecting to Central Asia’s great development area and hence is slowing down its ties with the USA and, even more, with Europe, which is now hypocritically anti-Semitic.

Asia is therefore a sort of insurance policy – also at geopolitical level – of the Jewish State against the West, which will be ever less friendly in the future.

In any case, Israel can always open up preferential channels in the East, if they are closed in the West.

Nevertheless the Jewish State does not certainly want to diminish its relations with the USA and Europe today, although its relations with the East will certainly increase, including those having a security nature.

Hence if the relations with the USA cool down, even from a political viewpoint, Israel could establish good contacts with India while, due to its excellent relations with Iran, China may not be Israel’s exclusive partner in the East.

Again at regional level, a long-term – if not definitive – solution to the Palestinian issue could be useful.

If the borders between the Jewish State and the PNA are not made safe, that strategic link will always be used as a thorn in the flesh against Israel, which will never become a global player unless it quickly gets rid of the old geopolitical memories of so many regional wars.

How can we resolve tension with Palestine, which could be exploited in the future by anyone who wants to weaken the Jewish State?

The solution of placing the PNA in Jordan’s hands is not very rational.

The Hashemite Kingdom has not the economic, and probably not even the military, strength  to swallow the whole Palestinian area up.

Jordan can certainly become an element of control over the Palestinian territories, but nothing more.

The solution of the State to be built, however, has now failed and certainly not because of Israel.

Hence what could be the solution? We could think about an area controlled and economically supported by Islamic countries – pro quota – but certainly not by Iran.

I see no other possible options.

It is certain, however, that the strengthening of good economic relations with Egypt, Jordan, even with Saudi Arabia, would be useful also for solving the Palestinian issue.

Another fact to be considered is the strategic superiority of the Jewish State in the field of active and passive cybersecurity, which can harshly remove many tensions before they arise.

Certainly, for the Jewish State, cyberwarfare gives the possibility of weakening the infrastructural and protective networks of the enemy so as to make it unable to fight.

It is also certain that Israel is a world leader in this sector, but it must always keep up, because the pace of change in this field is very fast.

Nevertheless cyber-mercenaries are also coming – and there will much work here.

Obviously, although the excellence of the Israeli cyberstrategy is well-known, we shall keep and further improve it and, above all, target and direct remote operations – even temporarily – against new enemies and adversaries, never targeted before.

Enemies change, but it is good to never trust eternal friendship.

It will be good, however, to currently move away from the Western model of the “showbiz society”, which does not make young people focus on technical, scientific, rational and historical education and training – as today happens also in Israel- and go back to of our parents’ and grandparents’ model, with better education and hence more effective “nationalization of the masses” also in the Armed Forces.

We also need to invest even more in schools and universities although Israel has not yet reached the disastrous situation of many European countries and, above all, of Italy.

It will also be very useful to improve the relationship between universities and the productive and military system.

This is very difficult, but I really believe that the Jewish State will succeed once again.

Advisory Board Co-chair Honoris Causa Professor Giancarlo Elia Valori is an eminent Italian economist and businessman. He holds prestigious academic distinctions and national orders. Mr. Valori has lectured on international affairs and economics at the world’s leading universities such as Peking University, the Hebrew University of Jerusalem and the Yeshiva University in New York. He currently chairs “International World Group”, he is also the honorary president of Huawei Italy, economic adviser to the Chinese giant HNA Group. In 1992 he was appointed Officier de la Légion d’Honneur de la République Francaise, with this motivation: “A man who can see across borders to understand the world” and in 2002 he received the title “Honorable” of the Académie des Sciences de l’Institut de France. “

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Middle East

“Today Saudi Arabia finally lost the war on Yemen.”

Eric Zuesse

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On August 17th, an anonymous German intelligence analyst who has perhaps the world’s best track-record of publicly identifying and announcing historical turning-points, and who is therefore also a great investigative journalist regarding international relations (especially military matters, which are his specialty) headlined at his “Moon of Alabama” blog, “Long Range Attack On Saudi Oil Field Ends War On Yemen”, and he opened:

Today Saudi Arabia finally lost the war on Yemen. It has no defenses against new weapons the Houthis in Yemen acquired. These weapons threaten the Saudis economic lifelines. This today was the decisive attack:

Drones launched by Yemen’s Houthi rebels attacked a massive oil and gas field deep inside Saudi Arabia’s sprawling desert on Saturday, causing what the kingdom described as a “limited fire” in the second such recent attack on its crucial energy industry.  …

The Saudi acknowledgement of the attack came hours after Yahia Sarie, a military spokesman for the Houthis, issued a video statement claiming the rebels launched 10 bomb-laden drones targeting the field in their “biggest-ever” operation. He threatened more attacks would be coming. 

New drones and missiles displayed in July 2019 by Yemen’s Houthi-allied armed forces

Today’s attack is a check-mate move against the Saudis. Shaybah is some 1,200 kilometers (750 miles) from Houthi-controlled territory. There are many more important economic targets within that range.  …

The attack conclusively demonstrates that the most important assets of the Saudis are now under threat. This economic threat comes on top of a seven percent budget deficit the IMF predicts for Saudi Arabia. Further Saudi bombing against the Houthi will now have very significant additional cost that might even endanger the viability of the Saudi state. The Houthi have clown prince Mohammad bin Salman by the balls and can squeeze those at will.

He went on to say that the drones aren’t from Iran but are copies from Iran’s, “assembled in Yemen with the help of Hizbullah experts from Lebanon.”

He has been predicting for a long time that this war couldn’t be won by Crown Prince Mohammed bin Salman al-Saud (MbS). In the present report, he says:

The war on Yemen that MbS started in March 2015 long proved to be unwinnable. Now it is definitely lost. Neither the U.S. nor the Europeans will come to the Saudis help. There are no technological means to reasonably protect against such attacks. Poor Yemen defeated rich Saudi Arabia.

The Saudi side will have to agree to political peace negotiations. The Yemeni demand for reparation payments will be eye watering. But the Saudis will have no alternative but to cough up whatever the Houthi demand.

The UAE was smart to pull out of Yemen during the last months.

If he is correct (and I have never yet found a prediction from him turn out to have been wrong), then this will be an enormous blow to the foreign markets for U.S.-made weapons, since the Sauds are the world’s largest foreign purchasers of those, and have spent profusely on them — and also on U.S. personnel to train their soldiers how to use them. So (and this is my prediction, not his), August 19th might be a good time to sell short U.S. armament-makers such as Lockheed Martin.

However: his prediction that “the Saudis will have no alternative but to cough up whatever the Houthi demand” seems to me to be the first one from him that could turn out to have been wrong. If the Sauds have perpetrated, say, $200 billion of physical damage to Yemen, but refuse to pay more than $100 billion in reparations, and the Housis then hit and take out a major Saudi oil well, isn’t it possible that the Sauds would stand firm? But if they do, then mightn’t it be wrong to say, at the present time, that: “Today Saudi Arabia finally lost the war on Yemen.”? He has gone out on limbs before, and I can’t yet think of any that broke under him. Maybe this one will be the first? I wouldn’t bet on that. But this one seems to me to be a particularly long limb. We’ll see!

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Middle East

The message behind the release of Iranian oil tanker

Mohammad Ghaderi

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The Gibraltar court ordered the Iranian oil tanker Grace 1 to be released. The tanker was seized by the British Royal Marines about a month ago. 

This verdict was the ending of an elaborate game designed by John Bolton National Security Advisor of the United States and Mike Pompeo, carried out by the Britain government. 

With seizing the tanker, Bolton was trying to put psychological and political pressures on Iran and force other countries to form a consensus against Iran, but he couldn’t fulfill any of these goals. 

Iran’s firm, logical and wise answer to the seizure of Grace 1 (like making solid legal arguments) and the seriousness of our country’s armed forces in giving a proper response to Britain’s contemptuous act, made the White House lose the lead on reaching its ends. 

Washington imagined that the seizure of Grace 1 will become Trump’s winning card against Iran, but the release of the tanker (despite disagreement of the U.S.) became another failure for the White House in dealing with Iran.  

Obviously, London was also a total loser in this game. It is worth noting that U.S. was so persistent about keeping the oil tanker in custody that John Bolton traveled to London and insisted on British officials to continue the seizure of the ship. Their failure, however, clearly shows that the White House and its traditional ally, Britain, have lost a big part of their power in their relations with Iran. 

Clearly, the illegal seizure of the Iranian oil tanker by Britain proceeded by the seizure of a British tanker by Iran and the following interactions between the two countries is not the whole story and there is more to it that will be revealed in coming days. 

What we know for sure is that London has to pay for its recent anti-Iran plot in order to satisfy Washington; the smallest of these consequences was that Britain lost some of its legal credibility in international arena as it illegally captured an Iranian oil tanker. 

The order of the Gibraltarian court revealed that London had no legal right to seize the Iranian oil tanker and nobody can defend this unlawful action. Surely, Iran will take all necessary legal actions to further pursue the matter.  

In this situation, the Islamic Republic of Iran is firm on its position that it doesn’t have to follow the sanctions imposed by the European Union on other countries (including Syria). 

No entity can undermine this argument as it is based on legal terms; therefore, Iran will keep supporting Syrian nation and government to fight terrorism. This is the strategic policy of the Islamic Republic and will not be changed under the pressure or influence of any other third country. 

Finally, it should be noted that the release of Grace 1 oil tanker was not only a legal and political failure for Washington and London and their allies but it was also a strategic failure. Undoubtedly, the vast consequences of this failure will be revealed in near future. 

From our partner Tehran Times

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Middle East

Business and boxing: two sides of the same coin

Dr. James M. Dorsey

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What do a planned US$15 billion Saudi investment in petroleum-related Indian businesses and a controversial boxing championship have in common?

Both reflect a world in which power and economics drive policy, politics and business at the expense of fundamental rights.

And both underscore an emerging new world order in which might is right, a jungle in which dissenters, minorities and all other others are increasingly cornered and repressed.

Rather than furthering stability by building inclusive, cohesive societies both support trends likely to produce an evermore unstable and insecure world marked by societal strife, mass migration, radicalization and violence.

A world in which business capitalizes on decisions by a critical mass of world leaders who share autocratic, authoritarian and illiberal principles of governance and often reward each other with lucrative business deals for policies that potentially aggravate rather than reduce conflict.

No doubt, the planned acquisition by Saudi Arabia’s state-owned national oil company Aramco of 20 percent of the petroleum-related businesses of Reliance Industries, one of India’s biggest companies, makes commercial and strategic economic and business sense.

Yet, there is equally little doubt that the announcement of the acquisition will be read by Indian prime minister Narendra Modi, days after he scrapped the autonomous status of the troubled, majority Muslim region of Kashmir, as a license to pursue his Hindu nationalist policies that discriminate against Muslims and other minorities and fuel tensions with Pakistan, the subcontinent’s other nuclear power.

The ultimate cost of the fallout of policies and business deals that contribute or give license to exclusion rather than inclusion of all segments of a population and aggravate regional conflict could be far higher than the benefits accrued by the parties to a deal.

Underscoring the risk of exclusionary policies and unilateral moves, cross border skirmishes between Indian and Pakistani forces erupted this week along the Kashmiri frontier in which at least five people were killed.

The timing of the announcement of the Aramco Reliance deal in a global environment in which various forms of racism and prejudice, including Islamophobia, are on the rise, assures Indian political and business leaders that they are unlikely to pay an immediate price for policies that sow discord and risk loss of life.

Like in the case of Saudi and Muslim acquiescence in China’s brutal clampdown on Turkic Muslims in the troubled, north-western Chinese province of Xinjiang, the most frontal assault on a faith in recent history, the announcement risks convincing embattled Muslim minorities like the Uighurs, the Kashmiris or Myanmar’s Rohingya who are lingering in refugee camps in Bangladesh that they are being hung out to dry.

To be sure, Kashmiris can count on the support of Pakistan but that is likely to be little more than emotional, verbal and political.

Pakistan is unlikely to risk blacklisting by the Financial Action Task Force (FATF), an international anti-money laundering and terrorism finance watchdog, at its next scheduled meeting in October by unleashing its anti-Indian militants.

Anthony Joshua’s controversial fight with Andy Ruiz scheduled for December in Saudi Arabia, the first boxing championship to be held in the Middle East, pales in terms of its geopolitical or societal impact compared to the Saudi Indian business deal.

Fact is that Saudi Arabia’s hosting of the championship has provoked the ire of activists rather than significant population groups. The fight is furthermore likely to be seen as evidence and a strengthening of Crown Prince Mohammed bin Salman’s selective efforts to socially liberalize the once austere kingdom.

Nonetheless, it also reinforces Prince Mohammed’s justified perception that Saudi Arabia can get away with imprisoning activists who argued in favour of his reforms as well as the lack of transparency on judicial proceedings against the alleged perpetrators of the killing of journalist Jamal Khashoggi in the Saudi consulate in Istanbul. Saudi Arabia insists the killing was perpetrated by rogue operatives.

What Saudi investment in India and the scheduled boxing championship in the kingdom have in common is that both confirm the norms of a world in which ‘humane authority,’ a concept developed by prominent Chinese international relations scholar Yan Xuetong, is a rare quantity.

Mr. Yan employs the concept to argue without referring to President Xi Jinping, Xinjiang, China’s aggressive approach towards the South China Sea or its policy towards Taiwan and Hong Kong that China lacks the humane authority to capitalize on US President Donald J. Trump’s undermining of US leadership.

Mr. Yan defines a state that has humane authority as maintaining strategic credibility and defending the international order by becoming an example through adherence to international norms, rewarding states that live up to those norms and punishing states that violate them. Garnering humane authority enables a state to win allies and build a stable international order.

Mr. Yan’s analysis is as applicable to India and Saudi Arabia as it is to China and others that tend towards civilizational policies like the United States, Russia, Hungary and Turkey.

It is equally true for men like Anthony Joshua promoter Eddie Hearn and business leaders in general.

To be sure, Aramco is state-owned and subject to government policy. Nonetheless, as it prepares for what is likely to be the world’s largest initial public offering, even Aramco has to take factors beyond pure economic and financial criteria into account.

At the end of the day, the consequence of Mr. Yan’s theory is that leadership, whether geopolitical, economic or business, is defined as much by power and opportunity as it is by degrees of morality and ethics.

Failure to embrace some notion of humane authority and reducing leadership and business decisions to exploiting opportunity with disregard for consequences or the environment in which they are taken is likely to ultimately haunt political and business leaders alike.

Said Mr. Yan: “Since the leadership of a humane authority is able to rectify those states that disturb the international order, the order based on its leadership can durably be maintained.”

What is true for political leaders is also true for business leaders even if they refuse to acknowledge that their decisions have as much political as economic impact.

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