Very interesting analysis by Stratfor on Iran and Russia. I find the way they think facinating and agree or no, there is a lot to learn in this analysis. In foreign policy the ways Obama is identical to, and in some ways, more Bush than Bush is worth the read alone. Enjoy and please do comment.
Eeyore
Hypothesizing on the Iran-Russia-U.S. Triangle
August 10, 2009
By George Friedman
For the past several weeks, STRATFOR has focused on the relationship between Russia and Iran. As our readers will recall, a pro-Rafsanjani demonstration that saw chants of “Death to Russia,” uncommon in Iran since the 1979 revolution, triggered our discussion. It caused us to rethink Iranian President Mahmoud Ahmadinejad’s visit to Russia just four days after Iran’s disputed June 12 presidential election, with large-scale demonstrations occurring in Tehran. At the time, we ascribed Ahmadinejad’s trip as an attempt to signal his lack of concern at the postelection unrest. But why did a pro-Rafsanjani crowd chant “Death to Russia?” What had the Russians done to trigger the bitter reaction from the anti-Ahmadinejad faction? Was the Iranian president’s trip as innocent as it first looked?
A Net Assessment Re-examined
At STRATFOR, we proceed with what we call a “net assessment,” a broad model intended to explain the behavior of all players in a game. Our net assessment of Iran had the following three components:
Despite the rhetoric, the Iranian nuclear program was far from producing a deliverable weapon, although a test explosion within a few years was a distinct possibility.
Iran essentially was isolated in the international community, with major powers’ feelings toward Tehran ranging from hostile to indifferent. Again, rhetoric aside, this led Iran to a cautious foreign policy designed to avoid triggering hostility.
Russia was the most likely supporter of Iran, but Moscow would avoid becoming overly involved out of fears of the U.S. reaction, of uniting a fractious Europe with the United States and of being drawn into a literally explosive situation. The Russians, we felt, would fish in troubled waters, but would not change the regional calculus.
This view — in short, that Iran was contained — remained our view for about three years. It served us well in predicting, for example, that neither the United States nor Israel would strike Iran, and that the Russians would not transfer strategically significant weapons to Iran.
A net assessment is a hypothesis that must be continually tested against intelligence, however. The “Death to Russia” chant could not be ignored, nor could Ahmadinejad’s trip to Moscow.
As we probed deeper, we found that Iran was swirling with rumors concerning Moscow’s relationship with both Ahmadinejad and Ayatollah Ali Khamenei. Little could be drawn from the rumors. Iran today is a hothouse for growing rumors, and all our searches ended in dead ends. But then, if Ahmadinejad and Khamenei were engaging the Russians in this atmosphere, we would expect rumors and dead ends.
Interestingly, the rumors were consistent that Ahmadinejad and Khamenei wanted a closer relationship to Russia, but diverged on the Russian response. Some said the Russians already had assisted the Iranians by providing intelligence ranging from Israeli networks in Lebanon to details of U.S. and British plans to destabilize Iran through a “Green Revolution” like the color revolutions that had ripped through the former Soviet Union (FSU).
Equally interesting were our Russian sources’ responses. Normally, they are happy to talk, if only to try to mislead us. (Our Russian sources are nothing if not voluble.) But when approached about Moscow’s thinking on Iran, they went silent; this silence stood out. Normally, our sources would happily speculate — but on this subject, there was no speculation. And the disciplined silence was universal. This indicated that those who didn’t know didn’t want to touch the subject, and that those who did know were keeping secrets. None of this proved anything, but taken together, it caused us to put our net assessment for Iran on hold. We could no longer take any theory for granted. Continue Reading →



