The Deir al-Zor Raid

I've said nothing about the Israeli raid somewhere in the region of Deir al-Zor, Syria, on September 6. I assume anyone with an interest in the region has read everything, or most things, that have come out so far. There are some real puzzles here, not to mention a couple of conspiracy theories. There may even have been some deliberate diversions: I've heard it suggested that the fuel tanks dropped just inside the Turkish border may be something along that line.

I'm not going to try, at this point, to catalogue all the versions. I will, however, suggest a few observations for those who've been following the issue:

1. Only peripheral attention has been paid to the fact that the Israeli raid, if that's what it was, took place at night. This added to the surprise and, presumably, cut collateral casualties, but it also suggests that the Israelis were very confident of their target, either because it was too large or too easily identified by other means to miss.

2. Many have combented on the silence of the rest of the Arab world. But it is so pronounced that repeating the observation is not out of hand. So far as I can tell the only people who compalined are Syria (necessary, but without detail), Turkey (routine if they weren't consulted, diplomatic if they were complicit), and North Korea (which, of course, is totally incongruous unless they were involved.) Most of all, though this is a classic case of the dog that didn't bark in the nighttime.

3. It might not have been nuclear. There has been little evidence of Syrian nuclear ambitions; they have a relatively sophisticated chemical program, however, and Janes recently reported a deadly accidcent involving nerve gas in July killing both Syrian and Iranian military personnel. But if it was nuclear, it gave Israel a way of telegraphing a message to Iran without directly taking on the Iranians.

4. The Ship. Most reports indicate a North Korean ship that docked at Tartus was suspected of carrying nuclear materials. How would Israel know this? So far as I know satellite technology could not detect low-level radiation in a ship's cargo, so this presumes a close-up evaluation of the ship. Either by close approach by Israeli naval or commercial vessels (which should be obvious to the North Koreans) or agents on the ground either in Egypt (assuming the ship passed through the Suez Canal: easiest way of monitoring it fairly close to the cargo) or in Tartus itself. Either would be too sensitive a sources-and-methods question.

5. The conspiracy theories. John Bolton has been downright all over the media on this one, seeing a way to discredit the North Korean nuclear deal. Some are saying the whole thing is a setup, either to abort the North Korean nuke deal or to threaten Iran's nuclear ambitions. But in either case it's hard to see what Israel gains, since actually relations with Syria were showing signs of quiet, back-channel improvement. While neocons and others may be trying to exploit this issue, Israel took a big chance and seems to have pulled it off.

6. Right after the first reports started coming in one of the Israeli publications (which I apparently didn't clip into my Google Notebook and can't now locate) reported Israeli military officials giving each other high fives for an unknown reason during a Rosh Hashona party. The only problem is the report appeared almost a week before Rosh Hashona. You figure it out. Don't YOU celebrate New Year's Eve a week early? Sorry I can't now locate the report, but I'm sure it was an Israeli report, which means it wouldn't have been a simple mistake. Disinformation? Cover story? Plant to suggest success? (The Syrians say the Israelis didn't hit anything.)

7. Final thoughts: this was really touchy. That doesn't mean it was nuclear, but whatever it was, nobody wants to make a big deal of it. Too sensitive, obviously. And that deserves attention.

Dayr al-Zor: Watch this space

Estimate readers will naturally expect an assessment of what, exactly, happened in the Dayr al-Zor area of Syria on September 6. The noise-to-signal ratio on this one is very high and the honest answer is: we don't know. But the sheer amount of obfuscation going on suggests this is deserving of attention. A longer treatment is coming soon.

Reader Poll

To our Estimate subscribers and potential subscribers:

As we try to decide how to deliver The Estimate in a more timely and affordable manner for publisher and reader alike, I'd like to ask you to respond to the reader poll (so far, just three questions, but more may be added) which youll find on the right.Thank you

More on the Moroccan Elections

I thought this was a good analysis, here. Morocco has a fairly well-developed political system, though not a Western one. I liked the "Makhzeno-Khobzist" phrase in the title which, for those who don't know Morocco, is explained at the end.

Moroccan Elections

Issander El Amrani has a good analysis of the recent Moroccan Parliamentary elections over at The Arabist, which will serve as a good accounting until The Estimate is fully back in the saddle in electronic form..

Coffeehouse Gossip: Mubarak Not Dead Yet

Although this is Petraeus/Crocker Day 1, I'm starting off The Estimate blog with a little of our traditional "Coffeehouse Gossip": Namely the rumors that were circulating in Egypt at the end of August that Husni Mubarak was either dead or seriously ill. Such rumors have circulated before, of course, and with Mubarak turning 80 next year, with no officially designated successor, uncertainty about the health of the man who has run Egypt for nearly 26 years (October 6 will mark that anniversary) is natural.

The semi-offiicial take is here in the English Al-Ahram Weekly, which does have the temerity to suggest that Mubarak should have spoken publicly to the nation rather than simply making a public appearance and giving an interview to Al-Ahram.

The rumors seem to have been various: that Mubarak had died, or that he was clinically dead and being kept alive until the succession could be settled, or that he had gone to France for medical treatment (as he has on earlier occasions).

"Rumors always come to the fore in August," Mubarak told the interviewer, while blaming the whole thing on the Muslim Brotherhood. Clearly, the government was nervous about the rumors and Mubarak moved quickly to show he was still alive. But since he didn't give a televised speech, was merely shown visiting an industrial town, rumors that his memory is faltering or that he is ill aren't completely dispelled.

Following the campaign to dispel the rumors (which have also been blamed on the US Ambassador, though the Embassy has firmly denied responsibility), it has also been reported that the ruling National Democratic Party has reached a "consensus" of keeping Mubarak as its Secretary-General; there'd been rumors that the job might go to son Gamal, a necessary step if Gamal is going to succeed his father. But to do it now would probably fuel the rumors about the elder Mubarak's health.

Since the downfall of Abd al-Halim Abu Ghazala in 1989, there has been no clear number two in Egypt. Intelligence chief Umar Suleiman has a lot of power, but to most Egyptians he is a shadowy figure; only in the past couple of years has his picture appeared in the media. Gamal Mubarak is well-connected with (and a member of) Egypt's young, nouveau-riche entrepreneurial class, but he lacks the links to the Army and security forces that have been de rigeur in the past. Husni Mubarak probably can make Gamal his chosen heir if he lives long enough, but the jitters just seen are a reminder that he may not be able to count on that.

Launching Commentary: We're BAAACK...

Okay, I'm not sure when we'll have the electronic version of The Estimate up and running, but for those of you who've felt deprived of our commentary, you can visit this site regularly. It's free and open to the world, but the best stuff will soon be available by subscription only, and those who've paid up in advance will get a long subscription. Stand by for that. And this blog will soon either appear at or be linked from theestimate.com, once I figure out how to do that.

This is the week Petraeus comes down from the mountain with the tablets, and with General Jones and the GAO having already checked in, there's plenty to talk about, though I don't know if I'll have much to add to what the mainstream media tells you. Smaller things -- Moroccan parliamentary elections, Fatah's new efforts in Gaza, the recent reshuffle in the IRGC in Iran -- may all prove more Estimate-classic analysis. Stick around. We're back.

Update

I hope this weekend to get off to our readers a letter about our plans. While much is still unclear, I plan to begin using this blog as a way to keep our subscribers updated on Middle East issues until the new Estimate debuts, especially since the Petraeus/Crocker report is due so soon.

Michael Dunn