PolicyWatch 2040
February 25, 2013
By Michael Singh
To read this PolicyWatch on our website, go to:
http://washin.st/ZEySZA
******************************
Rather than seeking alternative approaches, Washington and its allies
should sharpen their focus on P5+1 negotiations, targeted sanctions,
credible military pressure, and outreach to the Iranian opposition.
******************************
After an eight-month lull, Iran and the P5+1 states -- Britain, China,
France, Germany, Russia, and the United States -- will meet in Almaty,
Kazakhstan, for a new round of nuclear talks. The summit comes after
Tehran dismissed a prior P5+1 offer of incentives in exchange for caps
on the regime's nuclear activities. The long scheduling delay and the
now-customary tussling over venue illustrate the stagnation, if not
regression, of the process: after eight years of multilateral
discussions and more than a decade of military warnings against Iran,
the nuclear issue has resisted all attempts at resolution. This in turn
has given rise to a search for simple solutions, such as more sanctions
or direct U.S.-Iran talks. What is truly required, however, is a
disciplined and coordinated approach using multiple levers
simultaneously -- the sort of effort that has long eluded Washington and
its allies.
U.S. AND P5+1 STRATEGY
Washington's Iran strategy rests on a dual-track approach. For some
time, though, only one of these tracks -- sanctions -- has been
functional, while the other -- negotiations -- has stalled. In the past,
the two tracks operated in parallel, with rounds of talks taking place
between increasingly tough sanctions resolutions by the UN Security
Council. Today, however, the pressure is no longer international in
scope, but dependent on U.S. and EU measures. The process has also
become sequential rather than parallel -- as talks are delayed and take
on an increasingly pro-forma air, Washington has continued to increase
sanctions in the hope of forcing Tehran to become more conciliatory. Yet
there are few signs that this approach is succeeding.
To be sure, Iran's economy is under significant stress, with inflation
reaching anywhere from 27 to 110 percent (according to widely varying
estimates) and the value of the rial dropping sharply. The regime has
also reportedly experienced severe difficulties conducting international
financial and trade transactions due to sanctions first imposed by
Washington in the mid-2000s. Oil exports -- Tehran's main source of
revenue and foreign exchange -- have also dropped significantly, from
2.2 million barrels per day before 2012 to around 1.3 million today.
These exports will likely be constrained even further by recently
imposed U.S. sanctions aimed at blocking oil importers from repatriating
revenue to Iran.
Yet not all economic signs are negative for the regime. Although oil
exports are depressed, they have been trending upward from their
September low point of 900,000 bpd, and average global oil prices hit an
all-time high in 2012. Furthermore, Tehran -- like other regimes
targeted with sanctions -- has proven adept at developing workarounds.
Washington has been commendably quick at closing such loopholes when
they arise, but economic pressure has yet to engender visible signs of
mass unrest or fissures within the regime, and therefore has not
produced the desired strategic shift among Iran's leaders.
This failure is due in part to the single-mindedness of U.S. policy --
while sanctions have been strengthened, other forms of pressure have
diminished or gone unused. For example, Washington has made few efforts
to support the Iranian opposition or highlight the regime's human rights
abuses. And while U.S. officials continue to insist that the military
option remains "on the table," the credibility of that option has been
weakened with the removal of an aircraft carrier from the Persian Gulf,
Washington's reluctance to become more involved in Syria, and the
nomination of a new defense secretary who reputedly opposes military
pressure on Iran. The United States has also declined to give even
general redlines for Iran's nuclear program, instead offering vague and
shifting definitions of what might cause it to consider military action.
Washington has paired this set of policies -- economic pressure that the
regime appears to deem manageable, decreasing military pressure, and a
reluctance to support the Iranian opposition -- with incrementally more
generous offers via the P5+1. Such a combination reinforces the notion
that the United States is heading for the exits in the Middle East, a
view common in Iran and among U.S. allies in its neighborhood. This in
turn gives rise to two risks: first, that Iran will feel little urgency
to revise its policies and will try to wait Washington out; and second,
that states such as China and India will reverse their reduction of oil
imports from Iran, hedging their bets by balancing cooperation with
Washington and good relations with Tehran. This scenario is especially
likely if states believe the United States will continue to offer
sanctions waivers and refrain from military action.
IRANIAN STRATEGY
For its part, Tehran appears to be hewing to a long-held strategy of
expanding its nuclear program slowly while preserving the P5+1 talks as a
pressure valve to prevent the United States or Israel from adopting a
more aggressive approach. Although its recent nuclear activities may
seem contradictory on the surface, they actually suggest a deliberate
strategy.
Currently, Iran is expanding and enhancing its nuclear infrastructure,
installing more centrifuges at the main enrichment facility in Natanz
while completing the installation of centrifuge cascades at Fordow. The
regime is also expanding its stockpile of low-enriched uranium,
beginning the installation of advanced centrifuges that could enable
higher enrichment, and maintaining progress on a possible plutonium
route to a weapon using the Tehran Research Reactor (TRR) and the IR-40
reactor at Arak. At the same time, Tehran is limiting its stockpile of
its most worrisome nuclear material -- 19.75 percent enriched uranium --
to less than one potential weapon's worth by converting some of it into
oxide form for ostensible use in the TRR.
Taken together, these activities do not constitute "mixed signals";
rather, they are consistent with the strategy noted above. The regime is
preserving the option to make a nuclear weapon -- and reducing the time
required to do so through improvements in its enrichment infrastructure
-- while taking care not to cross the redline set by Israeli prime
minister Binyamin Netanyahu in his 2012 UN speech, where he warned that
Iran accumulating one bomb's worth of 19.75 percent uranium would be
cause for military action. In addition to significantly reducing Iran's
breakout time, this strategy also decreases Washington's reaction time
if the regime goes that route.
On the diplomatic front, Iran has maintained a relatively steady course,
insisting that its "right" to enrichment be acknowledged and that all
sanctions be lifted as part of any nuclear deal. It has also sought to
put regional issues such as Syria and Bahrain on the agenda for talks.
Even if the regime is truly interested in nuclear compromise, it will
likely try to postpone any serious discussions until after the June
presidential election in order to minimize political turbulence.
THE ROAD AHEAD
As frustrations with the P5+1 process mount, calls for direct U.S.-Iran
talks have increased. Although the Obama administration has long been
open to such talks, Tehran has resisted them. Iran's leaders likely fear
that rapprochement with Washington would weaken the raison d'etre of a
regime founded on hostility to the United States, as well as open the
door to political and economic changes that could hasten the country's
transformation. Even under normal circumstances, this prospect would be
alarming to a regime facing a crisis of legitimacy at home, but it is
particularly unwelcome with the presidential election looming and the
possibility of renewed unrest similar that seen in June 2009.
Rather than seek alternative approaches, the United States and its
allies should bring greater focus and coherence to their current
strategy. Particular care should be taken to ensure that this approach
is sustainable over time, since long-term delay in Iran's nuclear
progress may be achievable even if an agreement remains elusive.
Specifically, a revitalized strategy should have four components:
* Economic sanctions: Washington and its allies should strengthen the
sanctions, but also aim them at the regime and its supporters to
minimize the effects on the broader population. This includes
more-robust measures to constrain Iran's oil revenues, as well as
more-aggressive efforts to limit the movement and target the assets of
regime figures.
* Military pressure: Washington should bolster the credibility of its
military threats in several ways: through better discipline in its
public messaging regarding U.S. and Israeli military options, increased
military cooperation with regional allies, a more active approach to
Syria, and the articulation of clearer redlines for Iran's nuclear
program.
* Support for the opposition: The United States should significantly
step up its efforts to aid the Iranian opposition and boost the
international profile of Iranian dissidents. This could take both
traditional forms (e.g., U.S. officials meeting with opposition figures
and bringing attention to their cause) and nontraditional forms (e.g.,
helping dissidents defeat regime efforts to interfere with their
communications).
* Negotiations: Washington should leave the door open for direct
U.S.-Iran talks in order to demonstrate good faith to allies and the
Iranian people. Yet it should not allow the prospect of such discussions
to distract from the P5+1 negotiations, which remain the best forum to
marshal international pressure on Tehran.
******************************
Michael Singh is managing director of The Washington Institute.
******************************
Tweet this article:
http://twitter.com/home?status=http://washin.st/ZEySZA
Share this article on Facebook:
http://www.facebook.com/share.php?u=http://washin.st/ZEySZA
Follow us on Twitter: @washinstitute
******************************
The Washington Institute for Near East Policy
1828 L Street NW, Suite 1050
Washington, DC 20036
PHONE 202-452-0650
FAX 202-223-5364
www.washingtoninstitute.org
Copyright 2013. All rights reserved.
No comments:
Post a Comment