Stratfor sees it this way:
The Options
It is in this context that the ISG will issue its report. There have been hints as to what the group might recommend, but the broad options boil down to these:
1. Recommend that the United States continue with the current strategy: military operations designed to create a security environment in which an Iraqi government can function.
2. Recommend the immediate withdrawal of U.S. forces and allow the Iraqis to sort out their political problems.
3. Recommend a redeployment of forces in Iraq, based around a redefinition of the mission.
4. Recommend a redefinition of the political mission in Iraq.
We are confident that the ISG will not recommend a continuation of the first policy. James Baker has already hinted at the need for change, since it is self-evident at this point that the existing strategy isn't working. It is possible that the strategy could work eventually, but there is no logical reason to believe that this will happen anytime soon, particularly as the president has now been politically weakened. The Shia and Iranians, at this point, are even less likely to be concerned about Washington's military capability in Iraq than they were before the election. And at any rate, Baker and Hamilton didn't travel personally to Iraq only to come back and recommend the status quo.
Nor will they recommend an immediate withdrawal of troops. Apart from the personalities involved, the ISG participants are painfully aware that a unilateral withdrawal at this point, without a prior political settlement, would leave Iran as the dominant power in the region -- potentially capable of projecting military force throughout the Persian Gulf, as well as exerting political pressure through Shiite communities in Gulf states. Only the United States has enough force to limit the Iranians at this point, and an immediate withdrawal from Iraq would leave a huge power vacuum.
We do believe that the ISG will recommend a fundamental shift in the way U.S. forces are used. The troops currently are absorbing casualties without moving closer to their goal, and it is not clear that they can attain it. If U.S. forces remain in Iraq -- which will be recommended -- there will be a shift in their primary mission. Rather than trying to create a secure environment for the Iraqi government, their mission will shift to guaranteeing that Iran, and to a lesser extent Syria, do not gain further power and influence in Iraq. Nothing can be done about the influence they wield among Iraqi Shia, but the United States will oppose anything that would allow them to move from a covert to an overt presence in Iraq. U.S. forces will remain in-country but shift their focus to deterring overt foreign intrusion. That means a redeployment and a change in day-to-day responsibility. U.S. forces will be present in Iraq but not conducting continual security operations.
Two things follow from this. First, the Iraqis will be forced to reach a political accommodation with each other or engage in civil war. The United States will concede that it does not have the power to force them to agree or to prevent them from fighting. Second, the issue of Iran -- its enormous influence in Iraq -- will have to be faced directly, or else U.S. troops will be tied up there indefinitely.
It has been hinted that the ISG is thinking of recommending that Washington engage in negotiations with Iran over the future of Iraq. Tehran offered such negotiations last weekend, and this has been the Iranian position for a while. There have been numerous back-channel discussions, and some open conversations, between Washington and Tehran. The stumbling block has been that the United States has linked the possibility of these talks to discussions of Iran's nuclear policy; Iran has rejected that, always seeking talks on Iraq without linkages. If the rumors are true, and logic says they are, the ISG will suggest that Washington should delink the nuclear issue and hold talks with Iran about a political settlement over Iraq.
This is going to be the hard part for Bush. The last thing he wants is to enhance Iranian power. But the fact is that Iranian power already has been enhanced by the ability of Iraqi Shia to act with indifference to U.S. wishes. By complying with this recommendation, Washington would not be conceding much. It would be acknowledging reality. Of course, publicly acknowledging what has happened is difficult, but the alternative is a continuation of the current strategy -- also difficult. Bush has few painless choices.
What a settlement with Iran would look like is, of course, a major question. We have discussed that elsewhere. For the moment, the key issue is not what a settlement would look like but whether there can be a settlement at all with Iran -- or even direct discussions. In a sense, that is a more difficult problem than the final shape of an agreement.
We expect the ISG, therefore, to make a military and political recommendation. Militarily, the panel will argue for a halt in aggressive U.S. security operations and a redeployment of forces in Iraq, away from areas of unrest. Security will have to be worked out by the Iraqis -- or not. Politically, the ISG will argue that Washington will have to talk directly to the other major stakeholder, and power broker, in Iraq: Tehran.
In short, the group will recommend a radical change in the U.S. approach not only to Iraq, but to the Muslim world in general. |