Woof All:
The following from the always thoughtful
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Crafty Dog
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THE STRATFOR WEEKLY
21 May 2003
by Dr. George Friedman
Al Qaeda Acts
Summary
As Stratfor predicted, al Qaeda has launched an offensive in the
wake of the Iraq war. Thus far, it has fallen far short of the
most extreme possibilities -- a strike in the United States that
is equivalent to or greater than the Sept. 11 attacks. Recent
actions have reaffirmed that al Qaeda continues to operate, but
have not yet established that the network retains its reach and
striking power. We suspect that its striking power has been
limited, but its reach still might be substantial. Further
operations are likely: We see Latin America in particular and, to
a lesser extent, Southeast Asia as ripe for attack.
Analysis
In our quarterly forecast, we wrote:
We regard the second quarter of 2003 as one of the highest-risk
periods for al Qaeda action against the United States. It is
unclear whether the group has the ability to act -- but if it
does, the pressure to strike at the United States is enormous.
The psychology of the Islamic world is such that unless al Qaeda
can act, it will be seen as having dragged the Islamic world into
a disaster. The organization must show that it has not been
defeated and that the United States is not invincible. It is
impossible to know what al Qaeda's capabilities are at this
point, but if it retains the ability to act, by sheer logic, this
is the quarter in which it should.
Obviously, we have seen at least the beginning of that
counteroffensive. The May 12 al Qaeda strikes in Riyadh were
followed by an attack in Casablanca on May 16. It is speculative
-- but not unreasonable -- to assume that two attacks in Chechnya
around the same time also were in some way coordinated with the
strikes in Saudi Arabia. Certainly, the coincidence of the timing
raises serious questions.
The following, therefore, have been established:
1. Al Qaeda remains operational.
2. The capabilities demonstrated thus far do not indicate that al
Qaeda retains the capabilities it showed on Sept. 11, 2001.
This means that al Qaeda has passed its first hurdle. There was
serious question in the Islamic world about whether the network
remained operational. Over time -- and not very much time -- a
quiescent al Qaeda would begin losing support personnel and
operatives who were detached from the main organization. Extended
silence and inaction would raise the possibility that the group
had been destroyed. This would become a self-fulfilling prophecy.
Logic would argue that al Qaeda would lead with its strongest
attack to prove its continued viability. The United States
lowered its security level after the Iraq war; after the initial
al Qaeda action, it would be expected that the United States and
other countries would raise their alert status while increasing
effective security as well. Therefore, the most ambitious attack
in a series ought to come first. Al Qaeda has shown a deep and
reasonable aversion to attacking hardened targets that are under
intensified security. Therefore, while nothing is ever certain
when it comes to reading al Qaeda, it would seem reasonable to
assume that its main attack would come first and that secondary
operations would take place only if the primary strike failed. Al
Qaeda clearly likes to maintain a slow tempo of operations, using
scarce resources sparingly.
If our reasoning has any validity -- and again, al Qaeda's
ability to surprise is not minor -- then it would mean that the
coordinated strikes in Riyadh were the main thrust of this cycle.
Taken together, this was not a trivial attack. There are those
who argue that anyone with some explosives would be able to carry
out the strike. That might be the case, but al Qaeda's
sophistication does not have to do with the munitions used, but
rather with its ability to evade security forces. For at least
nine people to mount an operation without being detected
sufficiently to prevent the attack represents a substantial
degree of sophistication. To be able to plan a campaign that
encompasses Saudi Arabia and Morocco -- as well as possibly
Chechnya -- represents an achievement in security practices. This
is where al Qaeda's sophistication lies. It is sometimes the
simplest sophistication -- allowing local groups to operate
independently.
It would appear from the outside that the United States has
improved its intelligence ability against al Qaeda to some
extent. If the U.S. claim is true, then Washington warned
officials in Riyadh about the possibility of al Qaeda attacks. If
the Saudis are telling the truth, then the U.S. report focused on
a particular compound where an attack was thwarted, rather than
on the other facilities that were bombed. However this plays out,
no one is denying that the United States had intelligence that an
attack in Saudi Arabia was in the offing; that alone represents a
substantial improvement in U.S. capabilities.
It is not, however, a perfect picture by any means. Washington
also said that it had intelligence of potential operations being
planned for Kenya and Jeddah, Saudi Arabia. Officials did not say
anything about Casablanca. Thus far, no post-Riyadh attacks have
come in the places where attacks were expected. An attack did
occur in a place where no forecast was made. Thus, it would seem
reasonable to say that the United States has increased its
insight into al Qaeda's operations. Increased insight does not
mean that Washington has achieved anything approaching
comprehensive intelligence: It knows more than it once did, but
not enough to consistently forecast -- let alone prevent -- al
Qaeda attacks.
On the other side of the equation, al Qaeda used 19 men to strike
the United States on Sept. 11. They used nine men to carry out an
operation in Riyadh that had a tiny fraction of the impact of the
Sept. 11 operation. Given al Qaeda's goals, we must assume that
it would wish to expend scarce resources in the most effective
manner possible. If this was the most effective operation
available, it represents a substantial decline in the group's
capabilities.
This is not to say that the May 12 strike was trivial. It had two
important effects, apart from demonstrating the network's ability
to act.
The first was to create a crisis of confidence in the expatriate
community in Saudi Arabia. This community is critical for the
operation of the Saudi economy, and the attacks raised serious
questions among the expats about their safety and that of their
families. A serious exodus of expatriates would be a crippling
blow. The strike has not achieved that yet, but if there are
follow-on attacks, that very well might occur.
Second, the attack drove a wedge between Washington and Riyadh --
a wedge we believe that al Qaeda's leadership fully understood.
The United States has been making two demands of the Saudi
government: First, that it step up internal operations against al
Qaeda and its supporters, and second, that U.S. intelligence and
security services be permitted to operate inside the kingdom.
Saudi leaders have claimed to be doing the best they could in the
first case, while claiming that formal Saudi sovereignty had to
be respected even though informal operational arrangement could
be made. For their part, officials in Washington did not believe
that the Saudis were doing all that they could, and felt that
their personnel were not being given sufficient access.
This was the case prior to the Iraq war. One of the purposes of
the war was to put Saudi Arabia in a position in which it felt
vulnerable to the United States. The Saudis walked a fine line,
permitting U.S. forces to use some of their facilities during the
war while almost immediately announcing -- with U.S. compliance -
- the withdrawal of U.S. forces from the kingdom. Washington's
expectation was that this would set the stage for more effective
and collaborative action against al Qaeda in Saudi Arabia. The
expectation on the part of Saudi leaders -- more a hope, really -
- was that the withdrawal would buy them sufficient slack that
they could comply with U.S. demands to some degree.
The al Qaeda attacks in Riyadh struck at the very heart of this
complex arrangement. U.S. officials immediately claimed that the
Saudis had ignored their warnings -- raising the old charge that
the Saudis were unprepared to act against al Qaeda -- while Saudi
leaders denied any lack of initiative on their part. The United
States flew a team of FBI and CIA agents into the country very
publicly, demanding access to the investigation. The Saudis,
caught in a public challenge to their sovereignty, trapped
between the danger of increased al Qaeda operations and U.S.
pressure, could not find a firm standpoint from which to operate.
Both U.S.-Saudi relations and the image of the Saudi government
domestically and abroad were weakened.
Al Qaeda, which now clearly sees the Saudi regime as an American
collaborator, therefore achieved a political victory in creating
this crisis. This, in addition to simply showing it could act,
was an achievement. It was not, however, a definitive
achievement, nor was the network's apparent action in Casablanca.
This is al Qaeda's problem: As a result of Sept. 11, the Afghan
and Iraqi regimes have been toppled, U.S. military forces are
deployed in both countries as well as in other Islamic states and
U.S. intelligence has deeply penetrated the region. Al Qaeda has
not triggered a rising in the "Arab street," has not toppled any
governments and established Islamic regimes in their place and
has not managed to sustain an intense tempo of operations against
the United States. In other words, al Qaeda has not done
particularly well.
If, therefore, the operation in Riyadh is the strongest move that
al Qaeda has at this point, it would indicate to us that while
the United States might not be winning the war, al Qaeda might be
losing it. In other words, the direct effectiveness of the United
States against al Qaeda might be limited, but the internal
dynamic of al Qaeda might be undermining the group's ability to
act. We therefore doubt that the actions taken so far can halt
the unraveling of al Qaeda, even if they might slow the group. If
this attack is followed by another six months of relative
quiescence, the same doubts that surfaced in the past few months
will resurface with an intensified ferocity.
Obviously, al Qaeda leaders know this. Equally obviously, they
want to do something about it. The issue is whether they have the
resources to do so. Al Qaeda might be planning at this moment to
replicate the Sept. 11 strikes, in terms of magnitude, yet we
find that unlikely. We simply think that it would not have waited
until European and American security organizations were at their
highest level of alert, and have risked the capture of key
operatives in other countries that might have compromised a U.S.
or European operation, to strike. It's possible -- but it doesn't
make a whole lot of sense.
At the same time, it does not appear to us that al Qaeda can
avoid carrying out further attacks. This leads us to the
conclusion that the most likely scenario is one of other attacks,
probably against U.S. targets, in less expected countries. We are
particularly interested in the possibility of an attack in Latin
America -- which would be relatively unexpected, and where there
are substantial U.S. targets. Asian targets are also possible,
although the psychological affect of an attack in Latin America
would be more substantial. Al Qaeda and its sympathizers are well
placed in Latin America to carry out a strike: The tri-border
region of Brazil, Paraguay and Argentina is rife with Hezbollah
members and associates, who are known to swap arms for drugs with
the FARC in Colombia. There also is a precedent for Islamic
violence in Latin America as well.
As with all things al Qaeda, this is speculation. However, if one
accepts the premise that al Qaeda does not like to attack hard
targets in the midst of security alerts -- and that it must
continue to act for the sake of its credibility -- we think
attacks on the flanks are most likely. Remembering that al Qaeda
does not have infinite personnel, these must be fairly
substantial operations.
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