By George Friedman
The world’s attention is focused on Libya, which is now in a state of civil war with the winner far from clear. While crucial for the Libyan people and of some significance to the world’s oil markets, in our view, Libya is not the most important event in the Arab world at the moment. The demonstrations in Bahrain are, in my view, far more significant in their implications for the region and potentially for the world. To understand this, we must place it in a strategic context.
As STRATFOR has been saying for quite a while, a decisive moment is approaching, with the United States currently slated to withdraw the last of its forces from Iraq by the end of the year. Indeed, we are already at a point where the composition of the 50,000 troops remaining in Iraq has shifted from combat troops to training and support personnel. As it stands now, even these will all be gone by Dec. 31, 2011, provided the United States does not negotiate an extended stay. Iraq still does not have a stable government. It also does not have a military and security apparatus able to enforce the will of the government (which is hardly of one mind on anything) on the country, much less defend the country from outside forces.
Filling the Vacuum in Iraq
The decision to withdraw creates a vacuum in Iraq, and the question of the wisdom of the original invasion is at this point moot. The Iranians previously have made clear that they intend to fill this vacuum with their own influence; doing so makes perfect sense from their point of view. Iran and Iraq fought a long and brutal war in the 1980s. With the collapse of the Soviet Union, Iran is now secure on all fronts save the western. Tehran’s primary national security imperative now is to prevent a strong government from emerging in Baghdad, and more important, a significant military force from emerging there. Iran never wants to fight another war with Iraq, making keeping Iraq permanently weak and fragmented in Tehran’s interest. The U.S. withdrawal from Iraq sets the stage for Iran to pursue this goal, profoundly changing the regional dynamic.
Iran has another, more challenging strategic interest, one it has had since Biblical times. That goal is to be the dominant power in the Persian Gulf.
For Tehran, this is both reasonable and attainable. Iran has the largest and most ideologically committed military of any state in the Persian Gulf region. Despite the apparent technological sophistication of the Gulf states’ militaries, they are shells. Iran’s is not. In addition to being the leading military force in the Persian Gulf, Iran has 75 million people, giving it a larger population than all other Persian Gulf states combined.
Outside powers have prevented Iran from dominating the region since the fall of the Ottoman Empire, first the United Kingdom and then the United States, which consistently have supported the countries of the Arabian Peninsula. It was in the outsiders’ interests to maintain a divided region, and therefore in their interests to block the most powerful country in the region from dominating even when the outsiders were allied with Iran.
With the U.S. withdrawal from Iraq, this strategy is being abandoned in the sense that the force needed to contain Iran is being withdrawn. The forces left in Kuwait and U.S air power might be able to limit a conventional Iranian attack. Still, the U.S. withdrawal leaves the Iranians with the most powerful military force in the region regardless of whether they acquire nuclear weapons. Indeed, in my view, the nuclear issue largely has been an Iranian diversion from the more fundamental issue, namely, the regional balance after the departure of the United States. By focusing on the nuclear issue, these other issues appeared subsidiary and have been largely ignored.
The U.S. withdrawal does not mean that the United States is powerless against Iran. It has been reconstituting a pre-positioned heavy brigade combat team set in Kuwait and has substantial air and naval assets in the region. It also can bring more forces back to the region if Iran is aggressive. But it takes at least several months for the United States to bring multidivisional forces into a theater and requires the kind of political will that will be severely lacking in the United States in the years ahead. It is not clear that the forces available on the ground could stop a determined Iranian thrust. In any case, Iraq will be free of American troops, allowing Iran to operate much more freely there.
And Iran does not need to change the balance of power in the region through the overt exercise of military force. Its covert capability, unchecked by American force, is significant. It can covertly support pro-Iranian forces in the region, destabilizing existing regimes. With the psychology of the Arab masses changing, as they are no longer afraid to challenge their rulers, Iran will enjoy an enhanced capacity to cause instability.
This report is republished with permission of STRATFOR
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