Team Infidel
Forum Spin Doctor
A very good article by George Friedman. If you haven't read "The World is Flat", I highly recommend it.
THE STRAIT OF HORMUZ INCIDENT AND U.S. STRATEGY
By George Friedman
Iranian speedboats reportedly menaced U.S. warships in the Strait of Hormuz on Jan. 6. Since then, the United States has gone to great lengths to emphasize the threat posed by Iran to U.S. forces in the strait -- and, by extension, to the transit of oil from the Persian Gulf region. The revelation of an Iranian threat in the Strait of Hormuz was very helpful to the United States, coming as it did just before U.S. President George W. Bush's trip to the region. Washington will use the incident to push for an anti-Iranian coalition among the Gulf Arabs, as well as to push Iran into publicly working with the United States on the Iraq problem.
According to U.S. reports and a released video, a substantial number of Iranian speedboats approached a three-ship U.S. naval convoy moving through the strait near Iranian territory Jan. 6. (Word of the incident first began emerging Jan. 7.) In addition, the United States reported receiving a threatening message from the boats.
Following the incident, the United States began to back away from the claim that the Iranians had issued threats, saying that the source of the transmission might have been hecklers who coincidentally transmitted threats as the Iranian boats maneuvered among the U.S. ships. Shore-based harassing transmissions are not uncommon in the region, or in other parts of the world for that matter, especially when internationally recognized bridge-to-bridge frequencies are used. And it is difficult if not impossible to distinguish the source of a transmission during a short, intense incident such as this. The combination of Iranian craft in close proximity to U.S. warships and the transmission, regardless of the source, undoubtedly increased the sense of danger.
Two things are interesting. First, the probability of a disciplined Iranian attack -- and, by U.S. Navy accounts, the Iranian action was disciplined -- being preceded by a warning is low. The Iranians were not about to give away the element of surprise, which would have been essential for an effective attack. While the commander on the scene does not have the luxury we have of dismissing the transmission out of hand -- in fact, the commander must assume the worst -- its existence decreases the likelihood of an attack. Attacking ships need every second they can get to execute their mission; had the Iranians been serious, they would have wanted to appear as nonthreatening as possible for as long as possible.
Second, the U.S. ships did not open fire. We do not know the classified rules of engagement issued to U.S. ship captains operating in the Strait of Hormuz, but the core guidance of those rules is that a captain must protect his ship and crew from attack at all times. Particularly given the example of the USS Cole, which was attacked by a speedboat in a Yemeni harbor, it is difficult for us to imagine a circumstance under which a ship captain in the U.S. Navy would not open fire if the Iranian boats already represented a significant threat.
Spokesmen for the 5th Fleet said Jan. 13 that the U.S. ships were going through the process of determining the threat and preparing to fire when the Iranians disengaged and disappeared. That would indicate that speed, distance and bearing were not yet at a point that required a response, and that therefore the threat level had not yet risen to the redline. Absent the transition to a threat, it is not clear that this incident would have risen above multiple encounters between U.S. warships and Iranian boats in the tight waters of Hormuz.
The New York Times carried a story Jan. 12, clearly leaked to it by the Pentagon, giving some context for U.S. concerns. According to the story, the United States had carried out war games attempting to assess the consequences of a swarming attack by large numbers of speedboats carrying explosives and suicide crews. The results of the war games were devastating. In a game carried out in 2002, the U.S. Navy lost 16 major warships, including an aircraft carrier, cruisers and amphibious ships -- all in attacks lasting 5-10 minutes. Fleet defenses were overwhelmed by large numbers of small, agile speedboats, some armed with rockets and other weapons, but we assume most operated as manned torpedoes.
The decision to reveal the results of the war game clearly were intended to lend credibility to the Bush administration's public alarm at the swarming tactics. It raises the issue of why the U.S. warships didn't open fire, given that the war game must have resulted in some very aggressive rules of engagement against Iranian speedboats in the Strait of Hormuz. But more important, it reveals something about the administration's thinking in the context of Bush's trip to the region and the controversial National Intelligence Estimate (NIE) on Iran's nuclear program.
A huge controversy has emerged over the NIE, with many arguing that it was foisted on the administration against its will. Our readers know that this was not our view, and it is still not our view. Bush's statements on the NIE were consistent. First, he did not take issue with it. Second, he continues to regard Iran as a threat. In traveling to the Middle East, one of his purposes is to create a stronger anti-Iranian coalition among the Arab states on the Arabian Peninsula. The nuclear threat was not a sufficient glue to create this coalition. For a host of reasons ranging from U.S. intelligence failures in Iraq to the time frame of an Iranian nuclear threat, a nuclear program was simply not seen as a credible basis for fearing Iran's actions in the region. The states of the Arabian Peninsula were much more afraid of U.S. attacks against Iran than they were of Iranian nukes in five or 10 years.
The Strait of Hormuz is another matter. Approximately 40 percent of the region's oil wealth flows through the strait. During the Iran-Iraq war of the 1980s, the tanker war, in which oil tankers moving through the Persian Gulf came under attack from aircraft, provided a sideshow. This not only threatened the flow of oil but also drove shipping insurance rates through the roof. The United States convoyed tankers, but the tanker war remains a frightening memory in the region.
The tanker war was trivial compared with the threat the United States rolled out last week. The Strait of Hormuz is the chokepoint through which Persian Gulf oil flows. Close the strait and it doesn't flow. With oil near $100 a barrel, closing the Strait of Hormuz would raise the price -- an understatement of the highest order. We have no idea what the price of oil would be if the strait were closed. Worse, the countries shipping through the strait would not get any of that money. At $100 a barrel, closing the Strait of Hormuz would take an economic triumph and turn it into a disaster for the very countries the United States wants to weld into an effective anti-Iranian coalition.