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Authors: George Friedman

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An alliance with the United States will temporarily give Iran the upper hand in relations with the Arabs, but within a matter of years the United States will have to reassert a balance of power. Pakistan is unable to extend its influence westward. Israel is much too small and distant to counterbalance Iran. The Arabian Peninsula is too fragmented, and the duplicity of the United States in encouraging it to increase its arms is too obvious to be an alternative counterweight. A more realistic alternative is to encourage Russia to extend its influence to the Iranian border. This might happen anyway, but as we will see, that would produce major problems elsewhere.

The only country capable of being a counterbalance to Iran and a potential long-term power in the region is Turkey, and it will achieve that status within the next ten years regardless of what the United States does. Turkey has the seventeenth largest economy in the world and the largest in the Middle East. It has the strongest army in the region and, aside from the Russians and possibly the British, probably the strongest army in Europe. Like most countries in the Muslim world, it is currently divided between secularists and Islamists within its own borders. But their struggle is far more restrained than what is going on in other parts of the Muslim world.

Iranian domination of the Arabian Peninsula is not in Turkey’s interest because Turkey has its own appetite for the region’s oil, reducing its dependency on Russian oil. Also, Turkey does not want Iran to become more powerful than itself. And while Iran has a small Kurdish population, southeastern Turkey is home to an extremely large number of Kurds, a fact that Iran can exploit. Regional and global powers have been using support for the Kurds to put pressure on or destabilize Iraq, Turkey, and Iran. It is an old game and a constant vulnerability.

In the course of the next decade the Iranians will have to divert major resources in order to deal with Turkey. Meanwhile, the Arab world will be looking for a champion against Shiite Iran, and despite the bitter history of Turkish power in the Arab world during the Ottoman Empire, Sunni Turkey is the best bet.

In the next ten years, the United States must make certain that Turkey does not become hostile to American interests and that Iran and Turkey do not form an alliance for the domination and division of the Arab world. The more Turkey and Iran fear the United States, the greater the likelihood that this will happen. The Iranians will be assuaged in the short run by their entente with the Americans, but they will be fully aware that this is an alliance of convenience, not a long-term friendship. It is the Turks who are open to a longer-term alignment with the United States, and Turkey can be valuable to the United States in other places, particularly in the Balkans and the Caucasus, where it serves as a block to Russian aspirations.

As long as the United States maintains the basic terms of its agreement with Iran, Iran will represent a threat to Turkey. Whatever the inclinations of the Turks, they will have to protect themselves, and to do that, they must work to undermine Iranian power in the Arabian Peninsula and the Arab countries to the north of the peninsula—Iraq, Syria, and Lebanon. They will engage in this not only to limit Iran but also to improve their access to the oil to their south, both because they will need that oil and because they will want to profit from it.

As Turkey and Iran compete in the next decade, Israel and Pakistan will be concerned with local balances of power. In the long run, Turkey cannot be contained by Iran. Turkey is by far the more dynamic country economically, and therefore it can support a more sophisticated military. More important, whereas Iran has geographically limited regional options, Turkey reaches into the Caucasus, the Balkans, Central Asia, and ultimately the Mediterranean and North Africa, which provides opportunities and allies denied the Iranians. Iran has never been a significant naval power since antiquity, and because of the location of its ports, it can never really be one in the future. Turkey, in contrast, has frequently been the dominant power in the Mediterranean and will be so again. Over the next decade we will see the beginning of Turkey’s rise to dominance in the region. It is interesting to note that while we can’t think of the century without Turkey playing an extremely important role, this decade will be one of preparation. Turkey will have to come to terms with its domestic conflicts and grow its economy. The cautious foreign policy Turkey has followed recently will continue. It is not going to plunge into conflicts and therefore will influence but not define the region. The United States must take a long-term view of Turkey and avoid pressure that could undermine its development.

As a solution to the complex problems of the Middle East, the American president must choose a temporary understanding with Iran that gives Iran what it wants, that gives the United States room to withdraw, and that is also a foundation for the relationship of mutual hostility to the Sunni fundamentalists. In other words, the president must put the Arabian Peninsula inside the Iranians’ sphere of influence while limiting their direct controls, and while putting the Saudis, among others, at an enormous disadvantage.

This strategy would confront the reality of Iranian power and try to shape it. Whether it is shaped or not, the longer-term solution to the balance of power in the region will be the rise of Turkey. A powerful Turkey would counterbalance Iran and Israel, while stabilizing the Arabian Peninsula. In due course the Turks will begin to react by challenging the Iranians, and thus the central balance of power will be resurrected, stabilizing the region. This will create a new regional balance of power. But that is not for this decade.

I am arguing that this is a preferred policy option given the circumstances. But I am also arguing that this is the most logical outcome. The alternatives are unacceptable to both sides; there is too much risk. And when the alternatives are undesirable, what remains—however preposterous it appears—is the most likely outcome.

To see how that would affect wider circles of power and their balance, we turn to the next concern, the balance between Europe and Russia.

CHAPTER 8
 

THE RETURN OF RUSSIA

T
he collapse of the Soviet Union appeared to signal Russia’s demise as an international player, but news of that death was premature. A nation so large, so filled with resources, and so strategically located doesn’t simply dissolve into the air. In the 1990s, the USSR’s fall nonetheless shattered the vast empire assembled by the czars and held together by the Communists, leaving Moscow in control of a fraction of what it held in 1989. Muscovy alone (and Siberia), the region that had been the kernel of the empire, remained in Russian hands. As long as that core remained, however, the game wasn’t over. The Russian Federation, sorely weakened, still survived, and it will play an increasingly significant role in the next decade.

While Russia suffered breakaway regions and an economy in shambles, the United States emerged as the sole remaining global power, able to dominate the planet in a casual, almost indolent fashion. But the Soviet collapse gave the United States only a limited time frame in which to drive a stake into the heart of its old rival, ensuring that it stayed down. The United States could have applied stress to the Russian system by supporting secessionist movements or by increasing economic pressure. Such moves might very well have caused the entire Russian Federation to crumble, enabling its former junior partners to absorb what was left and form a new balance of power in Eurasia.

At the time, however, the effort did not seem worth the risk, mostly because Russia appeared unlikely to emerge from its chaos for generations. Destroying what was left of Russian power did not even appear to be necessary, because the United States could create the regional balance of power it wanted simply by expanding NATO and the alliance system eastward.

But the United States was also deeply concerned about the future of the Soviet nuclear arsenal, which was even more massive than the American one. Further chaos in the region would have made the weapons vulnerable to terrorists and black marketers, among other risks. The United States wanted nuclear weapons within the former Soviet Union to be under the control of one state that could be watched and shaped, and that state was Russia, not Ukraine or Belarus or all the rest. Thus while the Russian nuclear arsenal had not preserved the Soviet Union, it did save the Russian Federation—at least from U.S. intervention.

During the 1990s the non-Russian members of the former Soviet Union, countries such as Kazakhstan and Ukraine, were desperate to be organized. By rapidly and aggressively integrating them into NATO, the United States could have increased the strength and cohesiveness of these encircling nations to bottle up Russia and the former Soviet republics as well, and Russia would have been helpless to stop the process.

Yet while the United States had plans to do exactly this, it did not move quickly enough. Only eastern Europe and the Baltic states were absorbed into NATO, a significant strategic shift that becomes more significant when you consider this fact: when the Soviet Union still controlled East Germany, the distance between NATO forces and St. Petersburg was about a thousand miles, but after the Baltics were admitted into NATO, the distance was about one hundred miles. This sense of being encircled, diminished, and encroached upon shapes Russian behavior going forward.

RUSSIAN FEARS

With NATO on its doorstep, the Russians understandably became alarmed. From their point of view, this alliance was first and foremost military, and however kindly its disposition might be at the moment, its future intentions were unpredictable. The Russians knew all too well how easily moods can swing, recalling painfully how Germany had gone from being a chaotic, poor, and barely armed country in 1932 to becoming the dominant military force in Europe six years later. Russia saw no reason for the West to expand NATO unless sooner or later the West wanted NATO to be in a position to strike. After all, the Russians argued, they were certainly not about to invade Europe.

There were those in NATO, particularly the Americans and the former satellites of the Soviet Union, who wanted to take advantage of the opportunity to expand for strategic reasons. But others, particularly the Europeans, had started thinking of NATO in a different way. Rather than seeing NATO as a military alliance focused on war, they saw it as a regional United Nations, designed to incorporate friendly, liberal democracies into an organization whose primary function was to maintain stability.

The inclusion of the Baltics was the high-water mark of NATO expansion, after which events began to intervene. Vladimir Putin’s rise to power created a very different Russia from the one that had existed under Boris Yeltsin in the 1990s. Meanwhile, the one institution that had never stopped functioning was the intelligence services. Having held Russia and its empire together for generations, they operated through the 1990s almost as an autonomous state or crime organization. Putin had been trained in the KGB, and as a result he saw the world geopolitically rather than ideologically. In his mind, a strong state was essential to Russian stability, so from the moment he took power in 2000, he started the process of restoring Russian muscle.

For more than a century, Russia had been trying to become an industrial power that could compete with the West. Seeing that Russia could never catch up, Putin shifted the nation’s economic strategy to focus on developing and exporting natural resources such as metals, grain, and particularly energy. The strategy was brilliant in that it created an economy that Russia could sustain and that would sustain Russia. It strengthened the Russian state by making Gazprom an arm of the Russian government with a monopoly on natural gas. And it created European dependence on Russian energy, thus making it less likely that the Europeans—particularly the Germans—would seek or support confrontation.

The turning point in relations between the United States and Russia came in 2004, when events in Ukraine convinced the Russians that the U.S. intended to destroy or at least tightly control them. A large nation, Ukraine covers the entire southwestern frontier of Russia, and from the Russian point of view, it is the key to Russian national security.

The Russian territory lying between Ukraine and Kazakhstan is only three hundred miles wide, and all of Russia’s influence in the Caucasus—along with a good deal of the oil in the pipelines to the south—flows through this gap. At the center of the gap is Volgograd, formerly Stalingrad. During World War II, the Soviets sacrificed one million lives in the battle to keep that gap from being closed by the Germans.

BOOK: The Next Decade
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