Friday, March 18, 2011

Suadi Arabia's Intervention In Bahrain: A Necessary Evil Or A Strategic Blunder?

From FPRI:

SAUDI ARABIA'S INTERVENTION IN BAHRAIN:


A NECESSARY EVIL OR A STRATEGIC BLUNDER?

by Rachel Bronson



March 18, 2011



Rachel Bronson is the Vice President, Programs and Studies

at The Chicago Council on Global Affairs. Dr. Bronson's

book Thicker than Oil: America's Uneasy Partnership with

Saudi Arabia (Oxford University Press, 2006), has been

translated into Japanese and published in paperback in June

2008. She has testified before the Congressional Anti-

Terrorist Finance Task Force, Congress' Joint Economic

Committee and the 9/11 Commission.



Available on the web and in pdf format at:

http://www.fpri.org/enotes/201103.bronson.saudiarabia.html



SAUDI ARABIA'S INTERVENTION IN BAHRAIN:

A NECESSARY EVIL OR A STRATEGIC BLUNDER?



by Rachel Bronson



On March 14, the government in Manama imposed martial law

over the tiny island state of Bahrain. Shortly thereafter,

Saudi Arabia and the United Arab Emirates moved security

forces into Bahrain under the auspices of a Peninsula Shield

Force (PSF). This show of force constituted a significant

step-change in regional politics. It was the first time that

Arab forces had crossed an international border to respond

to the political turmoil that has rocked the region since

December. It was also a surprisingly public show of force

from Saudi Arabia, a country that tends to prefer acting in

the shadows. The Kingdom is clearly rattled by events in the

region, and has lost faith in U.S. efforts to promote

dialogue in the absence of brute force. Time will tell

whether Saudi Arabia's decision to deploy more than one

thousand troops is a necessary evil or a strategic blunder.



Saudi Arabia's deployment is not without reason. Sitting

twenty miles off Saudi Arabia's eastern coast, Bahrain is

strategically important to Riyadh for economic, sectarian

and geopolitical reasons. Bahrain edges on Saudi Arabia's

Eastern Province, an oil-producing region that accounts for

one quarter of the world's proven oil resources. Any unrest

there has the potential to spill over into the Kingdom and

upend global oil markets. The Eastern Province is also home

to most of Saudi Arabia's Shi'a population, a population

that equals about 15 percent of Saudi Arabia's total

population and 30 percent of the population of the Eastern

Province. A radicalized and fraught Bahrain, with a Shi'a

population hovering around 70 percent could stoke the fires

of dissent in Saudi Arabia's Eastern Province, and provide

sanctuary to disgruntled Saudis. Overlaying the economic

and sectarian concerns are geopolitical realities that also

feed Saudi anxieties. An unstable Bahrain could easily

attract Iranian mischief. Iran has long-standing territorial

claims on Bahrain, and the Bahraini Shi'a were inspired by

the 1979 Iranian revolution. A more visible Iranian presence

in Bahrain would bring Tehran directly on to Saudi Arabia's

border. Riyadh clearly calculated that the ruling al-

Khalifa's of Bahrain were losing their grip, that the softer

line of dialogue peddled by Bahrain's Crown Prince and

supported by Washington was proving ineffective, and that

protests would continue on indefinitely to Saudi Arabia's

detriment and Iran's gain. Following Qaddafi's lead, Saudi

Arabia flexed its muscles hoping to put an end to local

instability.



Events may prove Riyadh right. But there are at least four

reasons to believe that even if a short-term boon, the Saudi

force deployment is a medium to longer term strategic

blunder. First, it greatly increases the chance of an

Iranian-Saudi confrontation. Second, it will likely roil oil

markets, something the Saudis try hard to avoid. Third, it

will deepen the region's Shi'a-Sunni divide in a way that

benefits Iran. Fourth, it will further strain U.S.-Saudi

relations.



INCREASING THE CHANCE OF IRANIAN-SAUDI ARABIAN CONFRONTATION

Saudi leaders have been deeply worried about Iran's regional

ascendancy since 1979, although its concern has become

heightened over the last decade. One very senior Saudi

explained it this way: "Iran is a country that feels

frustrated because it believes it has been hemmed in. It

feels it has been kept away from the leadership role that it

deserves. These feelings in such an important country are

dangerous." This view is pervasive among members of Saudi

Arabia's ruling elite.



For Saudi leaders, Iran is understood to be a revolutionary

and revanchist state whose opportunities are improving with

time. Foreign Minister Saud al-Faisal has argued that the

2003 American invasion of Iraq was a gift to Iran, one that

we handed Tehran on a "silver platter." 2006 proved another

big win for Iran, when the U.S. supported democratic

elections in Palestine that brought Hamas to power. Not

surprising to the Saudis, Iran has capitalized on Hamas'

international isolation and used it to increase its

influence in the Palestinian territories. Lebanon is a third

front where Iranian influence is flourishing. There is thus

good reason for the Saudis to be concerned with Iranian

activities, and is the reason why Saudi Arabia's King

Abdullah called on the U.S. to "cut off the head of the

[Iranian] snake."



Over the past decade the Saudis and Iranians have verbally

sparred, and they have confronted each other albeit through

proxies. The most violent of confrontations occurred in

Yemen in 2009, when Saudi Arabia backed the Yemeni

government in its suppression of the al-Houthi rebellion,

claiming that the rebels were backed by Iran. The rebels

responded by taking the fight on to Saudi territory.

Although attacks on Saudi territory were significant, the

conflict was largely fought from behind the scenes, and in

the shadows, where the Saudis have tended to be more

comfortable. Hence the surprise to see Saudi forces rolling

across Bahrain's causeway so publicly.



With their presence in Bahrain now so-well advertised, Saudi

Arabia is vulnerable to charges of intervention and Iranian

sabotage. Although Iran is unlikely to deploy forces to meet

Arab activity, it will seek local allies and more

aggressively strengthen them. Even low level and potentially

unintentional events could now lead to a major dust-up.

Already, on March 15, Bahrain's largest Shiite Muslim

opposition group, Al Wefaq, condemned the government's

decision to impose martial law and called for international

intervention. Will the Iranians offer aid or military

support? Would al-Wefaq accept it? Iran has petitioned the

United Nations to examine the intervention. And rumors

abound of Saudi soldiers being the target of local attacks.

An on-going battle between Saudi Arabia and Iranian-

supported Bahraini fighters would easily turn into a nasty,

violent and destabilizing conflict, even if Iran does not

send overt military assistance.



RATTLING A JITTERY OIL MARKET

Second, the Saudi deployment has the potential to rattle oil

markets to a greater degree than the fighting in Libya. The

Saudis prefer calm markets with oil at reasonable prices.

Although dramatic swings upward add to Saudi Arabia's

coffers, it also causes buyers to search for alternative

sources of energy. With so much of the world's reserves

under its control, Saudi Arabia seeks oil prices below the

threshold that will prompt further diversification.



Today, oil markets are jittery because of first and foremost

the nuclear meltdown in Japan and then the stalemate in

Libya. Libya exports 1.2 million barrels a day and its

sweet crude is easier to refine than much of the heavier oil

shipping from elsewhere. Still, Saudi Arabia's ability to

replace Libyan exports (at least in volume) has calmed the

market. But the events in Libya pale in comparison to

instability in Bahrain, in ways that could reverberate into

the Eastern Province, and to a possible Saudi-Iranian

confrontation. If protests continue there, and if Bahrain's

oil facilities experience walk-outs or sabotage, we should

expect prices to rise, as traders bet against stability,

worry about the security of Persian Gulf sea lanes, and

anticipate Iranian subversion of Saudi oil fields only miles

away. It could be argued that ongoing instability in Bahrain

would have agitated market anyway. Until recently, however,

it seemed that oil markets were not responding to events in

Bahrain with panic. As one oil analyst described it, Bahrain

was "a page two or page three" story, until recently.



DEEPENING THE SUNNI-SHI'A DIVIDE

After the September 11 terrorist attacks, and al-Qa'eda

attacks on targets in the Kingdom in 2003/4, King Abdullah

undertook a set of high profile set of "National Dialogues"

with Shi'a leaders. The aim was to shift the internal

dialogue away from anti-Shi'a extremism. Sunni-Shi'a

relations have had a poor track record inside the Kingdom.

Anti-Shi'a policies and attacks go back as far as the

founding of Kingdom, and even earlier. For Saudi Shi'a,

their systematic marginalization, and the deep prejudice

with which their demands have been met are reason for

considerable skepticism that the situation will get much

better. Still their somewhat regular protests and their 1979

mobilization during Iran's revolution, makes trust building

a difficult enterprise. For this reason, King Abdullah's

initiative was a welcomed one, as was some increased public

spending in Shi'a areas. The King's efforts have not been

followed up with much of substance.



Still the King's efforts, and statements he has made at the

U.N. and elsewhere, are evidence that he does not view a

hardened Shi'a Sunni rift in the Kingdom's interest. And

yet, such a divide is exactly what Saudi Arabia's military

efforts will further solidify. The GCC has clearly come out

in favor of the Sunni-led status quo, and on March 16,

Jordan too threw its lot in with the GCC. Iran will of

course do everything in its power to cast recent activities

as a Sunni onslaught. Hezbollah leaders in Lebanon and Shi'a

leaders in Iraq have issued statements against the

deployment. Saudi Arabia's mobilization will fuel simmering

sectarian fires of the Middle East, and has offered the

Iranians a terrific diplomatic victory.



STRAINING U.S.-SAUDI RELATIONS

The Saudi deployment, undertaken one day after U.S.

Secretary of Defense Gates traveled to the region and urged

reform, marks a new low point in U.S.-Saudi relations. As

David Ignatius of the Washington Post describes it, today's

unwelcomed situation is "the most important U.S.-Saudi

disagreement in decades," and it leaves the U.S. with few

good options. Washington and Riyadh are now publically

squared off on issues of political representation, violence

and stability. A U.S./Saudi diplomatic clash would further

challenge shaken oil markets. It would also leave Saudi

Arabia exposed internationally, as its primary international

partner distances itself. China and Russia remain as

possible future partners, in addition of course to local

Arab states, but Saudi Arabia has benefited from America's

partnership. For the U.S., the risks of a Saudi-U.S. split

are also profound. There is no more likely way to create a

true clash of civilizations than having the U.S. and Saudi

Arabia on opposite sides of a political divide. An

antagonized U.S.-Saudi relationship could empower the

radicals inside the Kingdom rather than bolster more

moderate forces. The Saudis have put at risk some of the

considerable gains they have made both internationally and

domestically by ensuring a U.S.-Saudi spat.



WHAT TO DO?

The U.S. finds itself in an extremely difficult position in

the Gulf. Statements from Secretary Clinton that Bahrain and

its Gulf Cooperation Council partners are "on the wrong

track," are feeble, but sadly about all the U.S. can offer.

Washington's dithering in Libya makes it even harder to

influence the Saudis to bring their soldiers home. Over the

past weeks, not to mention years, the U.S. has routinely

taken action that are at odds with the advice offered by

their regional allies, including turning a blind eye to

Libya's rebels when key partners in Europe and the Middle

East have argued to support them. Since military force is

emerging as the only predictable response that both keeps

leaders in power, and appears to be sanctioned by the United

States, there is little reason for Riyadh to pull back. U.S.

efforts to contain Iran have also been limited, further

bolstering Saudi calculations that it is time to look out

for itself. The problem of course is that if things go awry,

which they are likely to do, it risks a broader regional

conflict in the heart of oil territory and on the doorsteps

of the U.S. Fifth Fleet. The U.S., with Saudi help, has

boxed itself into a very dangerous corner and now faces a

very daunting choice between three bad options: (1) tacitly

backing Riyadh, and hoping that it can quickly shut down

dissent in Bahrain, the likelihood of which seems tenuous at

best; (2) using all leverage at its disposal to reverse

Saudi action, though its leverage is limited and such

pressure is likely to be rebuffed; (3) waffling somewhere in

the middle, appearing weak, antagonizing Saudi Arabia and

energizing Iran while offering little help to the Bahrainis

on either side of the conflict. These are unenviable

choices. What seems clear, however, is that whichever way

events take the region, the U.S. administration should be

quickly developing a new plan for how to manage a proxy war

between Iran and Saudi Arabia in Bahrain that will threaten

on a daily basis to escalate into major conflict.



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Copyright Foreign Policy Research Institute

(http://www.fpri.org/).

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