Tag: Yemen

Yemen talks need rethinking

The most recent round of peace talks between the Houthis, supporters of former president Ali Abdullah Salih, Yemen’s government in exile lead by Abd Rabbuuh Mansur Hadi, and the regional powers involved in the GCC campaign in Yemen has gone nowhere. Hadi’s government in exile has departed from Kuwait. They signed a recently proposed UN deal and left it up to the Houthis to ratify the agreement and keep the talks moving.

The Houthis have not, and will not. This should come as no surprise. The Kuwait talks in their present form cannot lead to a political solution for three reasons:

1. The assumptions and structure that underpin the talks preclude an equitable settlement. On April 17, 2015 the Security Council adopted Resolution 2216, which has served as the basis for all Yemen peace talks since then. Then UNSC president Jordan (a party to the GCC coalition that has supplied planes and arms to pro-Hadi forces) proposed the resolution. It calls for the Houthis to withdraw from all territory they have seized since 2014 and to surrender their weapons.

That’s not likely to happen anytime soon. Particularly troublesome is that unconditional Houthi surrender has become a precondition for further political negotiations, not an end goal. Once the Houthis surrender their weapons and retreat from seized territory, they lose their bargaining chips in the negotiations. The Houthis initiated the current conflict because they felt they were not being heard in the political process. They aren’t going to trust Hadi to include them in Yemen’s future without the threat of force. The UNSC resolution also reiterates the legitimacy of the Hadi government and extols the GCC Initiative that removed Salih from power, led to the National Dialogue Conference, and created a draft constitution.

Widely credited with helping to avoid civil war in Yemen after the 2011 uprising, the National Dialogue Conference failed to represent the demands of the groups that had fought for Salih’s removal. Women, young people, the Houthis, and representatives of the movement for southern independence were all marginalized. Despite an initial unanimous agreement to a federal structure for Yemen, the process fell apart when it came to deciding the precise terms. A small, unrepresentative committee Hadi hand-picked redrew Yemen’s 21 governorates into a 6 regions. Criticism was widespread: the Houthis, southerners, the salafi Rashad Union, and others questioned the new map.

This led to the Houthi take over of Sana’a in September 2014. Going back to the GCC Initiative without addressing the grievances of young activists, Southerners, and especially the Houthis will accomplish nothing. A new starting point for a more representative political process is needed.

By far the most damning aspect of UNSC 2216 is its exoneration of the Saudi-led campaign. The Resolution makes no mention of a multilateral ceasefire, even while noting the deteriorating humanitarian situation. In fact, the GCC air campaign is not mentioned at all, even though the UN assistant secretary-general for human rights, Ivan Simonovic, reported the day prior that the majority of casualties were civilians. Demanding that only  the Houthis put down their weapons without asking the same of “pro-Hadi forces” will never work.

2. The Kuwait talks do not represent the forces fighting on the ground. The war in Yemen is widely portrayed as a war with two sides:

  1. the Houthis and forces loyal to Ali Abdullah Salih;
  2. Allegedly “Pro-Hadi forces,” who include southern secessionists, tribes in central Yemen who are fighting more to remove the Houthis than to reinstate Hadi, and people in the  Houthi stronghold of Sa‘ada who oppose the Houthis on religious and political grounds.

A large portion of the forces fighting the Houthis share many of their grievances and also felt side-lined by the elite-dominated GCC Initiative, but oppose the Houthis’ turn to violence and effort to dominate opposition to Hadi. Many do not want to see Hadi re-installed as president, but none of them have been represented at talks in Kuwait or Geneva. While “pro-Hadi forces” are united for now by a common enemy, if the Houthis retreat Hadi will lose what little influence he commands on the ground.

3. The war has stalemated on the battlefield, but both sides still believe they can use force to extract more concessions at the negotiating table. When the Yemeni government in exile walked away from the talks the first time, the Houthis escalated their shelling of the Saudi border. There is no genuine commitment on either side to reaching a political solution for the sake of the Yemeni people.

Throughout all negotiations, Hadi has not budged an inch. He demands a full return of his government and has offered no concessions to his opponents. He sees the negotiations as a zero-sum game. Any power-sharing deal with the Houthis and other groups in Yemen would come at a cost to his monopoly. With the GCC and much of the international community behind him, Hadi has no reason to accommodate Houthi interests.

The Houthis, on the other hand, lost international legitimacy when they violently chased the Yemeni government from Sana’a. Their most recent proposal, to form a joint body to oversee a political transition to a national unity government, went nowhere. Their subsequent move to form a governing council with supporters of Ali Abdullah Salih lost them any sympathy they might have enjoyed from the international community.

Peace talks in Yemen need rethinking. The international community needs to stop seeing the GCC as an impartial arbiter when it is in fact a party to Yemen’s war. The negotiations need to include all the stakeholders, including southerners and civil society actors. Then it might be possible to begin talking about trust-building measures that could lead to partial Houthi and Salih withdrawal and disarmament as well as aid delivery to besieged Ta’iz. Without these changes, Yemen’s war will continue and its abysmal humanitarian situation will continue to deteriorate.

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War, not oil prices, challenge the Gulf

Last Tuesday the Middle East Policy Council held their 85th Capitol Hill Conference on “Economic Reform and Political Risk in the Gulf Cooperation Council (GCC).” Speakers were Aasim M. Husain, IMF deputy director of the Middle East and Central Asia; Ford M. Fraker, president of the Middle East Policy Center and former US ambassador to Saudi Arabia; Edward Burton, CEO and president of the US-Saudi Arabian Business Council; and Karen E. Young, senior resident scholar at the Arab Gulf States Institute. Richard Schmierer moderated.

Husain presented data on how different countries of the GCC are adapting to cheaper oil. Prior to the dramatic decline in oil prices in mid-2014, Gulf governments had been raising their spending by expanding energy subsidies, increasing government payrolls, and raising wages. Non-oil sectors were growing at an average of 7 percent throughout the GCC. When oil prices suddenly dropped from $110/barrel to $40/barrel in mid-2014, a GCC average 10% budgetary surplus turned into a 9% deficit overnight. Spending, which had been increasing by an average of 8-10% since 2011, is expected to contract by over 10% in coming years.

Most Gulf states are cutting back their capital spending by starting fewer new projects and slowing and canceling current ones. Many are raising subsidized energy prices—ending the longstanding policy in some countries of providing essentially free energy to their citizens. Some GCC members are also considering a value added tax. Even with these reforms, in the next five years we can continue to expect deficits of 7-10% of GDP. It’s a grim picture, even before you consider how cuts in spending will impact economic growth.

Over the next five years, 2 million youth will enter the workforce across the GCC. Husain predicts that 2/3 of those will find jobs. That optimistic figure relies on the necessity of non-oil sector growth in next five years generating more jobs than in the past.

Fraker emphasized just how dramatic recent changes in Saudi policy have been. He identified the main goals of Vision 2030—diversifying the Saudi economy and eliminating government inefficiency—and added that the biggest change brought about in the months since Salman bin Abdulaziz Al Saud’s assumption of the throne has not been any particular economic policy, but rather an “unprecedented” opening of Saudi government.

Decision-making had always happened behind closed doors without transparency or outside input. The rise to prominence of the Deputy Crown Prince Mohammad bin Salman changed that. He has opened government, for example by putting all government ministers on stage for unprecedented public questioning. Fraker wants the US to welcome these changes. Washington has a strategic interest in a stable Saudi Arabia and should therefore support its allies politically and economically.

Burton elaborated on business opportunities for American investors. Saudi Arabia is the third biggest spender on military equipment in the world.  Mohammed bin Salman’s goal to divert 50% of Saudi military spending to domestic contractors would create major opportunities for job-rich growth. Burton also foresees healthcare as a potential growth sector. Saudi Arabia suffers from high rates of obesity, diabetes, and other health challenges. The Kingdom is the Middle East’s largest information and communications technologies market,  particularly with its growing youth population.

Young analyzed GCC strategies and policies to make ends meet. Across the region, there has been a dramatic rise in bond issues. In the short term, there is no problem. Gulf countries are not heavily indebted and currently have access to the capital they need. Continued reliance on credit for the next five years could get dicey. This oil crisis is different from the 1970s crises. Over the course of the 2003-2014 oil boom, the Gulf invested in building lasting institutions, which enabled Kuwait and the UAE to adapt to the drop in oil price. The GCC is also much more integrated into the MENA region than it was previously. Egypt and Lebanon are dependent on Gulf foreign direct investment. Jordan and Morocco rely on foreign aid from the GCC to balance their budgets.

All the panelists managed to neglect the economic and political ramifications of GCC involvement in two regional conflicts. Husain talked about massive cuts in capital and social spending to ease the sting of deficits, but ignored the continued climb in Saudi defense spending since 2011, starting with Saudi involvement in funding and training opposition fighters in Syria.

Saudi Arabia will be running up against its biggest planned budget deficit in 2016, despite the slight uptick in oil prices and domestic fiscal reforms. GCC members are heavily involved in proxy wars in Syria and Yemen, so military spending is continuing to rise at an alarming rate. In 2016, Saudi Arabia surpassed Russia as the third biggest military spender, spending $87.2 billion. Qatar and the UAE have also increased their military spending while drastically cutting other spending.

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Liberal democracy at risk

The handwriting is on many walls. Liberal democracy and the world order it has built since World War II are at risk. Equal rights, political pluralism and rule of law are being challenged from several directions.

We see it in Brexit, which aims explicitly to restore borders, reject immigrants and implicitly to end the liberal democratic establishment’s monopoly on governing power. We see it in Trump, who aims at similar goals. We see it in Putin, Erdogan and Sisi, who are selling the idea that concentrated power and restrictions on freedom will deliver better and more goods and services. We see it in China, which likewise aims to maintain the Communist Party’s monopoly on national political power while allowing markets to drive growth. No need to mention Hungary’s Orbán, Macedonia’s Gruevski, Poland’s Szydło and other democratically elected leaders who turn their backs on liberal democratic values once in power, in favor of religion, nationalism or ethnic identity.

Among the first victims are likely to be two bold efforts at freeing up trade and investment and promoting growth by removing barriers and encouraging globalization: the Transatlantic Trade and Investment Partnership between the European Union and the US as well as the Trans Pacific Partnership (TPP), which was intended to do something similar in the Pacific Basin. Both Hillary Clinton and Donald Trump have said they are opposed to TPP. It is hard to picture TTIP proceeding while the EU is negotiating its divorce from the United Kingdom.

We have seen assaults on liberal democracy and its associated world order in the past. Arguably that is what World War II was about, at least in part. Nazi Germany, Imperial Japan and Mussolini’s Italy offered Fascist, autocratic responses to relatively liberal democracy in Britain, France, Germany and the United States. The Soviet Union, which fought with the Allies against Fascism, offered a Communist alternative that survived the war and engaged in the Cold War standoff with liberal democracies for almost 45 years thereafter, one that involved proxy wars, Communist and anti-Communist puppets, and the enormous risk of nuclear holocaust. The history of fights between liberal democracy and its antagonists is fraught with war, oppression, and prolonged authoritarianism.

It wasn’t that long ago, when the Berlin wall fell, that liberal democracy seemed overwhelmingly likely to win worldwide. The end of history didn’t last long. The two big challenges liberal democracy now faces are Islamist extremism and capitalist authoritarianism. These are both ideological and physical challenges. Putinism is an authoritarian style of governance that sends warplanes, naval ships and troops to harass and occupy its neighbors and adversaries. The same can be said of Xi Jinping’s China, which is making the South China Sea into its backyard and harassing its neighbors.

The Islamist extremist challenge comes above all from Al Qaeda and the Islamic State, which are competing with each other even as they destroy fragile states like Libya, Yemen and Syria. Iraq appears to be winning its fight, though it is likely to face a virulent insurgency even after it ends Islamic State control over parts of its territory. The outcome is unlikely to be liberal democratic. Many other states face that kind of insurgent Islamist threat: Afghanistan, Pakistan, Bangladesh, Egypt, Somalia, and Tunisia, to name but a few.

But the biggest threat to liberal democracy today comes from inside the liberal democracies themselves. Islamist terror has killed relatively few people, apart from 9/11. Popular overreaction to Islamist threats, immigration and globalization could bring to power people with little commitment to liberal democratic values in the United States, France, Sweden, the Netherlands, Denmark and elsewhere. They will seek to reestablish borders, slow or end immigration, impose draconian laws to root out terrorists, and restore trade barriers in the hope of regaining lost industries.

Another challenge, peculiar to the US, seems to be emerging: black insurgents with guns who think they are retaliating against police for abuse of black citizens. This is bound to elicit a law and order response the could even bring a real threat to liberal democracy in Washington: Donald Trump in the presidency. If the protests in Cleveland this week are not disciplined and peaceful, it could put real wind in his sails.

The menace to liberal democracy is real. If we want pluralism, human rights and the rule of law, we are going to have to take some risks. I find it an easy choice, but many of my compatriots seem inclined to lean in the other direction.

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28 pages, the Turkey coup and Nice

Those are the issues dominating the headlines this morning. The common thread: they all reflect in one way or another the secularist reaction to Islamist politics.

Islamism has become the main political event of our time, because we have made it so. The Nice attacker, like the Orlando one, seems to have been only loosely, if at all, affiliated with the Islamic State or any other extremist movement. Both were more loser than Islamist. Until fairly recently, we might have attributed their acts to mental illness rather than politics. Today, it would be hard for a Muslim in the West to commit mass murder without its being attributed to Islam.

Turkey’s coup attempt likely originated within the anti-Muslim Brotherhood currents of Turkish politics, including the Gulen movement. Its failure will enormously strengthen the hand of President Erdogan, whose Muslim Brotherhood-affiliated political party will continue to broaden the powers of the presidency as it reduces the opportunities for political dissent. There is nothing like an attempted coup to give an aspiring autocrat more opportunity to gain control over the levers of power.

The 28 newly published pages of preliminary investigative material on 9/11 shed little new light on possible connections between Saudi Arabia and the plotters of the attack. Despite the efforts of the Kingdom’s American public relations consultants, they will nevertheless stimulate the appetite of anti-Muslim forces in the US, who have already entertained us for several days with their approval of Newt Gingrich’s proposal for a Shariah litmus test for American Muslims. Like the attempted coup in Turkey, this Christian chauvinism is bound to strengthen those they attack.

We need to stop helping our adversaries. Islamic extremists are a real threat. But mistaking Erdogan, the Nice and Orlando attackers, and even the Saudis for the real thing is foolish and counter-productive. That lumps together apples and oranges and labels them extremists. It magnifies the problem and reduces our own capabilities to deal with it, by spreading them far too thin. We need to keep the focus where it belongs: on the weak states of the Middle East that are breeding social pathology, calling it Islam and killing mostly Muslims.

Iraq, Syria, Libya and Yemen are cases in point. These are the weak states whose collapse has made room for extremism to flourish. The Islamic State and Al Qaeda that exist there are not a bunch of crazed individuals, but rather well-organized insurgencies against the existing state system. They are doing far more damage in the Middle East than the occasional sympathizer or wannabe causes in France or Florida.

Erdogan should not be counted among the Islamist extremists. He an Islamist, but democratically elected. He proposes autocracy as the response to all threats, as does Egypt’s President Sisi. They are peas from different ideological pods, but peas nevertheless. As we have seen already in Egypt and will now see in Turkey, their answers to the Islamist threats will not be adequate. Autocracy may squelch secularism, but it is unlikely to stamp out Islamic extremism, as Sisi should by now have discovered. Islamic extremism has far deeper roots in the Middle East. It is there that it most needs to be fought, not only with military means.

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Don’t forget Hezbollah

Here is the draft of the State Department dissent message on Syria, on which the New York Times based its coverage yesterday. So far as I can tell the final version is not publicly available, but this draft is polished. The argument is basically that the US has sufficient moral and strategic reason to attack Syrian government forces with stand-off weapons with the goal of getting President Asad to abide by the internationally mandated cessation of hostilities and initiate serious negotiations on a political transition, as required by the Geneva I communique and numerous subsequent international decisions. The dissent memo admits some downsides: a deterioration of relations with Russia and possible “second order” effects.

Those downsides require more consideration. There is no international mandate to attack Syrian government forces. Intervention in this case would in that sense have even less multilateral sanction than the NATO attack on Qaddafi’s forces in Libya, where there was a UN Security Council mandate, albeit one that authorized “all necessary means” to save civilians rather than to change the regime. Asad has not directly attacked the US, even if his reaction to Syria’s internal rebellion has created conditions that are inimical to US interests by attracting extremists and undermining stability in neighboring countries.

The Russia angle is also daunting. Moscow may well react by intensifying its attacks on the opposition forces the US supports, who are already targeted by Russian warplanes. Unilateral US intervention against Syrian government forces would also help Moscow to argue it is doing no worse in Ukraine, where it supports opposition forces behind a thin veil of denials that its forces are directly involved. The US is not ready to respond in kind to Russian escalation in Ukraine, if only because the European allies would not want it. Kiev might be the unintended victim of US escalation in Syria.

Second order effects could also include loss of European, Turkish and Jordanian support, because of an increased refugee flow out of Syria, as well as increased Iranian support for the Houthi rebellion in Yemen, destabilization of Bahrain and Shia militias in Iraq. Greater chaos in Syria could also help ISIS to revive its flagging fortunes and al Qaeda affiliate Jabhat al Nusra to pursue its fight against the Syrian government.

These downsides are all too real, but so is the current situation: Russia, the Syrian government, Iran and Hezbollah are making mincemeat of the US-supported Syrian opposition while more extremist forces are gaining momentum. President Obama is reluctant to attack sovereign states that have not attacked the US directly without an international mandate of some sort. That is understandable. But doing nothing military to respond to a deteriorating situation is a decision too, one with real and unfortunately burgeoning negative consequences for US interests.

Hezbollah is the way out of this quandary. It is not a state. It is a designated terrorist group that has killed hundreds of Americans, and many others as well. The Americans say they are fighting terrorist groups in Syria. Why not Hezbollah? Its ground forces there have become increasingly important to the Syrian government’s cause. Getting Hezbollah out of the fight would arguably have as much impact on the military balance as strikes on the Syrian army, which is already a declining and demoralized force.

Washington need not start with military action. It could lead with diplomacy, telling Moscow and Tehran that we want Hezbollah to leave Syria tout de suite. If it fails to leave by a date certain, we could then strip it of its immunity and treat it like the other terrorist groups in Syria. Moscow might even welcome such a move, since Hezbollah efforts in Syria strengthen Iran’s hold, not Russia’s.

Tehran would be furious, claiming Hezbollah is in Syria at the request of its legitimate government. Hezbollah would likely try to strike US, Israeli or even Jewish targets in the region or beyond. It has managed in the past to murder Jews as far away as Argentina. Doing so would confirm the thesis that Hezbollah is a terrorist group and redouble the need to act decisively against it.

No suggestions for what to do or not do in Syria are simple. The situation has gotten so fraught that any proposition will have complicated and unpredictable consequences. But the State Department dissenters missed an opportunity to duck some of the President’s objections and strengthen their own argument by focusing on a terrorist group, rather than the regime’s own forces. Don’t forget Hezbollah.

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Fight and muddle

It took longer than anticipated, but it appears now that the cessation of hostilities in Syria is ending, mainly due to regime attacks on relatively moderate opposition forces in the center of the country. Fighting has also erupted in the far northeast, where Kurdish and regime forces had long divided the turf between them but are now going after each other.

The opposition’s High Negotiation Council has been leaving the UN-sponsored talks in Geneva, disappointed that in the minimal progress on humanitarian access and release of detainees, as well as the regime’s refusal to discuss political transition. I suspect they stayed long enough to avoid any American backlash, but we’ll have to wait and see. Technical level talks on some issues are said to be proceeding.

On the regime side, President Assad is feeling strong in the aftermath of Russia’s fall offensive, which succeeded in preventing the opposition from reaching the Alawite heartland it was aiming for. Both Moscow and Tehran have now doubled down on their support for Assad. No matter how often they deny being wedded to him, neither Russia nor Iran can hope for a successor regime even half as friendly to their interests as he has been. They know they are cooked in the long term if Syria becomes even remotely democratic, as the substantial Sunni majority will no doubt remember what they’ve done and seek eventually to exclude them from any substantial influence in the country.

What this amounts to for the US is a short term loss even if it can hope for a long term gain. The cessation of hostilities worked mainly by reducing Russian and regime attacks, which this fall were responsible for most of the violence, and freed the relatively moderate opposition to do what the Americans have long wanted them to do: attack the Islamic State (ISIS). They were somewhat successful, especially in northern Syria but also in the south. That was good news for Washington. So too were the demonstrations that broke out in some cities against Jabhat al Nusra, Syria’s Qaeda affiliate.

Now the big question is whether the Americans have done what is normally done during a cessation of hostilities: prepared its Syrian allies for the renewal of violence. If the relatively moderate opposition has been strengthened, it will be difficult for the regime to make further progress or even hold the territory the Russian offensive helped it to gain. Particularly important is whether the opposition has acquired antiaircraft weapons, which could tilt the military balance against the regime even if the still active Russians remain relatively unscathed. The regime uses vulnerable helicopters to drop so-called “barrel bombs,” which devastate civilian areas.

The situation in the region remains tense and confused. Turkey continues to be more concerned with countering the Syrian Kurds (as well as their own) than with fighting the Islamic State. Saudi Arabia still seems more focused on its support for what it considers the legitimate government in Yemen rather than support for the Syrian opposition or the fight against ISIS. Israeli Prime Minister Netanyahu took the opportunity of a cabinet meeting held on the Golan Heights to declare that they would never be returned to Syria, thus undermining the rapprochement between Israel and the Sunni Arab states even more than Israel’s growing cooperation with Russia.

President Obama remains determined to minimize American exposure in Syria and the Middle East generally, even as he beefs up aid and advising to both Baghdad’s security forces and the Kurdish peshmerga in Iraq, where the jabber about an impending assault on Mosul belies the shortcomings of the Iraqi army. If his meeting with Gulf states this week produced a new approach in Syria or Iraq, it has not yet become apparent. Washington seems resigned to muddling through until the January end of this administration, when more likely than not Hillary Clinton will begin to serve Obama’s third term. She will then have to decide whether to follow through on her pledges to take greater risks in Syria not only against ISIS but also against Assad by imposing a no-fly zone over part of the country.

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