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The second thought could have been that even if U.S. forces did not withdraw, Iran would be better off with a partitioned Iraq -- in which the various regions were at war with each other, or at least focused on each other, and incapable of posing a strategic threat to Iran. Moreover, if partition meant that Iran dominated the southern part of Iraq, then the strategic route to the western littoral of the Persian Gulf would be wide open, with no Arab army in a position to resist the Iranians. Their dream of dominating the Persian Gulf would still be in reach, while the security of their western border would be guaranteed. So, if U.S. forces did not withdraw from Iraq, Iran would still be able not only to impose a penalty on the Americans but also to pursue its own strategic interests.
This line of thinking also extends to pressures that Iran now is exerting against Saudi Arabia, which has again become a key ally of the United States. For example, a member of the Iranian Majlis recently called for Muslim states to enact political and economic sanctions against Saudi Arabia -- which has condemned Hezbollah's actions in the war against Israel. In the larger scheme, it was apparent to the Iranians that they could not achieve their goals in Iraq without directly challenging Saudi interests -- and that meant mounting a general challenge to Sunnis. A partial challenge would make no sense: It would create hostility and conflict without a conclusive outcome. Thus, the Iranians decided to broaden their challenge.
The Significance of Hezbollah
Hezbollah is a *****e movement that was created by Iran out of its own needs for a Tehran-controlled, anti-Israel force. Hezbollah was extremely active through the 1980s and had exercised economic and political power in Lebanon in the 1990s, as a representative of *****e interests. In this, Hezbollah had collaborated with Syria -- a predominantly Sunni country run by a minority *****e sect, the Alawites -- as well as Iran. Iran and Syria are enormously different countries, with many different interests. Syria's interest was the domination and economic exploitation of Lebanon. But when the United States forced the Syrians out of Lebanon -- following the assassination of former Prime Minister Rafik al-Hariri in February 2005 -- any interest Syria had in restraining Hezbollah disappeared. Meanwhile, as Iran shifted its strategy, its interest in reactivating Hezbollah -- which had been somewhat dormant in relation to Israel -- increased.
Hezbollah's interest in being reactivated in this way was less clear. Hezbollah's leaders had aged well: Violent and radical in the 1980s, they had become Lebanese businessmen in the 1990s. They became part of the establishment. But they still were who they were, and the younger generation of Hezbollah members was even more radical. Hezbollah militants had been operating in southern Lebanon for years and, however relatively restrained they might have been, they clearly had prepared for conventional war against the Israelis.
With the current conflict, Hezbollah now has achieved an important milestone: It has fought better and longer than any other Arab army against Israel. The Egyptians and Syrians launched brilliant attacks in 1973, but their forces were shattered before the war ended. Hezbollah has fought and clearly has not been shattered. Whether, in the end, it wins or loses, Hezbollah will have achieved a massive improvement of its standing in the Muslim world by slugging it out with Israel in a conventional war. If, at the end of this war, Hezbollah remains intact as a fighting force -- regardless of the outcome of the campaign in southern Lebanon -- its prestige will be enormous.
Within the region, this outcome would shift focus way from the Sunni Hamas or secular Fatah to the *****e Hezbollah. If this happens simultaneously with the United States losing complete control of the situation in Iraq, the entire balance of power in the region would be perceived to have shifted away from the U.S.-Israeli coalition (the appearance is different from reality, but it is still far from trivial) -- and the leadership of the Islamist renaissance would have shifted away from the Sunnis to the Shia, at least in the Middle East.
Outcomes
It is not clear that the Iranians expected all of this to have gone quite as well as it has. In the early days of the war, when the Saudis and other Arabs were condemning Hezbollah and it appeared that Israel was going to launch one of its classic lightning campaigns in Lebanon, Tehran seemed to back away -- calling for a cease-fire and indicating it was prepared to negotiate on issues like uranium enrichment. Then international criticism shifted to Israel, and Israeli forces seemed bogged down. Iran's rhetoric shifted. Now the Saudis are back to condemning Hezbollah, and the Iranians appear more confident than ever. From their point of view, they have achieved substantial psychological success based on real military achievements. They have the United States on the defensive in Iraq, and the Israelis are having to fight hard to make any headway in Lebanon.
The Israelis have few options. They can continue to fight until they break Hezbollah -- a process that will be long and costly, but can be achieved. But they then risk Hezbollah shifting to guerrilla war unless their forces immediately withdraw from Lebanon. Alternatively, they can negotiate a cease-fire that inevitably would leave at least part of Hezbollah's forces intact, its prestige and power in Lebanon enhanced and Iran elevated as a power within the region and the Muslim world. Because the Israelis are not going anywhere, they have to choose from a limited menu.
The United States, on the other hand, is facing a situation in Iraq that has broken decisively against it. However hopeful the situation might have been the night al-Zarqawi died, the decision by Iran's allies in Iraq to pursue civil war rather than a coalition government has put the United States into a militarily untenable position. It does not have sufficient forces to prevent a civil war. It can undertake the defense of the Sunnis, but only at the cost of further polarization with the Shia. The United States' military options are severely limited, and therefore, withdrawal becomes even more difficult. The only possibility is a negotiated settlement -- and at this point, Iran doesn't need to negotiate. Unless Grand Ayatollah Ali al-Sistani, the top *****e cleric in Iraq, firmly demands a truce, the sectarian fighting will continue -- and at the moment, it is not even clear that al-Sistani could get a truce if he wanted one.
While the United States was focused on the chimera of an Iranian nuclear bomb -- a possibility that, assuming everything we have heard is true, remains years away from becoming reality -- Iran has moved to redefine the region. At the very least, civil war in Lebanon (where Christians and Sunnis might resist Hezbollah) could match civil war in Iraq, with the Israelis and Americans trapped in undesirable roles.
The break point has come and gone. The United States now must make an enormously difficult decision. If it simply withdraws forces from Iraq, it leaves the Arabian Peninsula open to Iran and loses all psychological advantage it gained with the invasion of Iraq. If American forces stay in Iraq, it will be as a purely symbolic gesture, without any hope for imposing a solution. If this were 2004, the United States might have the stomach for a massive infusion of forces -- an attempt to force a favorable resolution. But this is 2006, and the moment for that has passed. The United States now has no good choices; its best bet was blown up by Iran. Going to war with Iran is not an option. In Lebanon, we have just seen the value of air campaigns pursued in isolation, and the United States does not have a force capable of occupying and pacifying Iran.
As sometimes happens, obvious conclusions must be drawn.
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