One of the things I found out in my recent survey of readers is that many of you really like the special Outside the Box I send every now and then from George Friedman and Stratfor. I share your enthusiasm for the really unique world view that George and his team bring to us. This week's special Outside the Box is no exception to the quality and uniqueness of analysis that George brings to us.
I have found it very strange that no government is talking about the air strike that Israel did a few weeks ago into Syria. Why isn't Syria screaming? Israel bragging? Turkey's air space was used. It now seems that there were more than a few planes. Something happened, and as George points out, it is serious. But at what level. This whole thing needs to examined carefully for its implications, but I will let George do that.
I talked with George just before sending this out, and he said that the country that seems the most nervous is Israel. They have scrambled jets several times for simple Syrian helicopters poking their noses up on the border. In his diary that will go out tomorrow George will ask the question "Did Israel get what they went after in Syria?" If they missed it, is that why we see the elevated tension? The secret meetings that are denied but that George's sources know for a fact happened?
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John Mauldin, Editor
Outside the Box
Israel, Syria and the Glaring Secret
What happened in the Middle East on Sept. 6?
The first reports came from the Syrians, who said their air defenses fired at an Israeli warplane that had penetrated Syrian airspace and dropped some ordnance on the country's North. The plane then fled toward the Mediterranean at supersonic speeds, the Syrians said, noting that sonic booms had been heard.
A Syrian delegation was meeting Turkish officials about the same time, and the Turks announced that two Israeli fuel tanks had been dropped inside of Turkish territory, one in Gaziantep province and the other in Hatay province. That would mean the aircraft did come under some sort of fire and dropped fuel tanks to increase speed and maneuverability. It also would mean the plane was flying close to Turkish territory or over Turkish territory, at the northwestern tip of Syria.
The Israelis said nothing. It appeared at first glance that an Israeli reconnaissance flight had attracted Syrian attention and got out of there fast, though even that was puzzling. The Israelis monitor Syria carefully, but they have close relations with the Turkish military, which also watches Syria carefully. We would assume they have intelligence-sharing programs and that reconnaissance in this area could have been done by the Turks or, more likely, by Israeli reconnaissance satellites. Yet, an Israeli reconnaissance flight seemed like the only coherent explanation.
What was most striking from the beginning was the relative silence on all sides. The Israelis remained mum, not even bothering to leak a misleading but plausible story. The Syrians, after threatening to take the issue to the U.N. Security Council, have been less vociferous than one would expect. The United States had nothing official to say, but U.S. sources leaked a series of incompatible explanations. The Turks, after requesting an explanation for the fuel tanks, dropped the matter.
The media also were filled with a range of contradictory speculation. One story said this was a dry run for an Israeli air attack against Iran. Another said the Israelis were demonstrating their ability -- and hence the U.S. ability -- to neutralize Syrian air defenses as a signal to Iran that it, too, is vulnerable. Some stories also claimed that new missiles, not nuclear materials, were being shipped to Syria. There were many other explanations, but these were either pure speculation or were deliberately being fed to the media in order to confuse the issue.
Officials finally started to go public last week. Israeli opposition leader and former Prime Minister Benjamin Netanyahu said he was consulted in advance and supported Israeli Prime Minister Ehud Olmert's action in Syria. U.S. President George W. Bush went out of his way -- commenting directly and through his press secretary -- to make it understood that he also knew a raid had been carried out, but had absolutely nothing to say about it. That drew attention to two things. First, the United States knew what was going on. Second, the United States was going to keep the secret -- and the secret was an important one. Between Netanyahu and Bush, the reconnaissance theory was dead. An important operation occurred Sept. 6. It remains absolutely unclear what it was about.
Another leak appeared via the Sunday Times, this time with enough granularity to consider it a genuine leak. According to that report, the operation was carried out by Israeli commandos supported by Israeli aircraft, under the direct management of Israeli Defense Minister Ehud Barak. It had been planned since June, just after Barak took office, and had been approved by the United States after some hesitation. The target was in fact nuclear "material" provided by North Korea, according to that leak.
All of this makes perfect sense, save one thing. Why the secrecy? If the Syrians have nuclear facilities, the Israelis should be delighted to make it public. Frankly, so should the United States, since the Bush administration has always argued that nuclear proliferation to rogue states, including Syria, is one of the key problems in the world. The Syrians should be spinning the story like crazy as well, denying the nuclear program but screaming about unprovoked Israeli-U.S. aggression. The silence from one or two parties makes sense. The silence from all parties makes little sense.
Looked at differently, Israel and the United States both have gone out of their way to draw attention to the fact that a highly significant military operation took place in Northern Syria, and compounded the attention by making no attempt to provide a plausible cover story. They have done everything possible to draw attention to the affair without revealing what the affair was about. Israel and the United States have a lot of ways to minimize the importance of the operation. By the way they have handled it, however, each has chosen to maximize its importance.
Whoever they are keeping the secret from, it is not the Syrians. They know precisely what was attacked and why. The secret is not being kept from the Iranians either. The Syrians talk to them all the time. It is hard to imagine any government of importance and involvement that has not been briefed by someone. And by now, the public perception has been shaped as well. So, why the dramatic secrecy designed to draw everyone's attention to the secret and the leaks that seem to explain it?
Let us assume that the Sunday Times report is correct. According to the Times, Barak focused on the material as soon as he became defense minister in June. That would mean the material had reached Syria prior to that date. Obviously, the material was not a bomb, or Israel would not have waited until September to act. So it was, at most, some precursor nuclear material or equipment.
However, an intervening event occurred this summer that should be factored in here. North Korea publicly shifted its position on its nuclear program, agreeing to abandon it and allow inspections of its facilities. It also was asked to provide information on the countries it sold any nuclear technology to, though North Korea has publicly denied any proliferation. This was, in the context of the six-party negotiations surrounding North Korea, a major breakthrough.
Any agreement with North Korea is, by definition, unstable. North Korea many times has backed off of agreements that seemed cast in stone. In particular, North Korea wants to be seen as a significant power and treated with all due respect. It does not intend to be treated as an outlaw nation subject to interrogation and accusations. Its self-image is an important part of its domestic strategy and, internally, it can position its shift in its nuclear stance as North Korea making a strategic deal with other major powers. If North Korea is pressed publicly, its willingness to implement its agreements can very quickly erode. That is not something the United States and other powers want to see happen.
Whether the Israelis found out about the material through their own intelligence sources or North Korea provided a list of recipients of nuclear technology to the United States is unclear. The Israelis have made every effort to make it appear that they knew about this independently. They also have tried to make it appear that they notified the United States, rather than the other way around. But whether the intelligence came from North Korea or was obtained independently, Washington wants to be very careful in its handling of Pyongyang right now.
The result is the glaring secrecy of the last few weeks. Certainly, Israel and the United States wanted it known that Syria had nuclear material, and that it was attacked. This served as a warning to other recipients of North Korean nuclear technology -- most especially Iran. At the same time, the United States did not want to publicly embarrass North Korea, out of fear that the North Koreans would simply chuck the disarmament talks. Moreover, Damascus had no interest in publicizing that it had thoughts of a nuclear program, so it quieted down.
We should note that if this theory is true, and the United States and Israel discovered the existence of a Syrian nuclear program only from North Korean information, this would represent one of the most massive intelligence failures imaginable by both Israel and the United States. Essentially, it would mean that, unless this was the first shipment of material to Syria, Israel and the United States failed to detect a Syrian nuclear program on their own. That is possible, but not likely.
It is a neat theory. It might even be a true theory. But it has problems. The biggest problem is why Syria would be trying to obtain nuclear technology. Sandwiched between Israel and Turkey -- a country that has not had great relations with Syria in the past -- and constantly watched by the United States, the probability of it developing a nuclear capability undetected is infinitesimal, and the probability of Israel not taking it out is nonexistent. Moreover, Syria is not Iran. It is poorer, has less scientific and other resources and lacks the capability to mount a decadelong development effort. Syria actually plays a fairly conservative game, taking its risks in Lebanese politics and allowing jihadists to transit through the country on their way to Iraq. Trying to take on Israel or the United States in a nuclear gambit is not the Syrians' style. But certainly they were caught doing something, or they would be screaming to high heaven.
That would explain Syria's relative silence. Concern that the deal with North Korea will fall apart might keep the United States quiet. But a Syrian transfer of such material to Hezbollah normally would set Israel to raging at the Syrians. The Americans might have kept quiet, but the Israelis would have leaked much earlier than this. Israel would want to use the threat as a tool in its public relations war.
Another reason for the silence could be psychological warfare against Iran. The speculation above might be true in some variant, but by remaining ominously silent, the Israelis and Americans might be trying to shake Iran's nerve, by demonstrating their intelligence capability, their special operations ability and the reach of their air power. With the Israelis having carried out this attack, this very visible secrecy might be designed to make Iran wonder whether it is next, and from what direction an attack might come.
Normally such international game-playing would not interest us. The propensity of governments to create secrets out of the obvious is one of the more tedious aspects of international relations. But this secret is not obvious, and it is not trivial. Though it is true that something is finally being leaked three weeks after the attack, what is being leaked is neither complete nor reliable. It seems to make sense, but you really have to work hard at it.
At a time when the United States is signaling hostile intentions toward Iran, the events in Syria need to be understood, and the fact that they remain opaque is revealing. The secrecy is designed to make a lot of people nervous. Interestingly, the Israelis threw a change-up pitch the week after the attack, signaling once again that they wanted to open talks with the Syrians -- a move the Syrians quickly rebuffed.
When events get so strange that interpretation is a challenge, it usually indicates it was intended that way, that the events are significant and that they could point to further instability. We do not know whether that is true, but Israel and the United States have certainly worked hard to create a riddle wrapped in a mystery.
Your wondering what is going on analyst,