AFGHANISTAN

AT THE CROSSROADS

A STRATFOR Guide to the Evolving U.S.-NATO Campaign

[Blurbs for back cover]

A STRATFOR BOOK

More than eight years on, the war in Afghanistan is only now reaching a decisive phase. The Taliban have become a strong and multifaceted grassroots phenomenon that cannot simply be eradicated from the political landscape. And the United States has set ambitious goals and a tight timeline for its renewed counterinsurgency, though it is unclear whether the Taliban can ever be brought to the table.

STRATFOR is a world leader in private global intelligence: political, economic, military and security. STRATFOR provides our members with insights, analyses and forecasts on important issues and developments worldwide. STRATFOR’s Web site allows our members to receive rapid updates on significant global events.

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Copyright © 2010 by STRATFOR

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in whole or in part

Printed in the United States of America

The contents of this book originally appearedas analyses

on STRATFOR’s subscription Web site.

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ISBN: [?]

EAN-13: [?]

Publisher: Grant Perry

Editor: Michael McCullar

Project Coordinator: Robert Inks

Designer: TJ Lensing

CONTENTS

Introductionx

A Note on Contentx

CHAPTER 1: THE UNITED STATES

Geopolitical Diary: Fallon and Two Persistent Stalematesx
Now for the Hard Part: From Iraq to Afghanistanx
Strategic Divergence: The War Against the Taliban,

the War Against al Qaedax

Hurry Up and Waitx

Geopolitical Diary: The Difficulties of Talking to the Talibanx

The Evolution of a Strategyx

Obama’s Plan and Key Battlegroundx

The New U.S. Strategy in Afghanistanx

The Meaning of Marjahx

The Battle for the Ring Roadx

Another Round in the IED Gamex

CHAPTER 2: AFGHANISTAN AND THE TALIBAN

The Nature of the Insurgencyx

The Taliban in Afghanistan: An Assessmentx

The Taliban Strategyx

Peace Talks and Hizb-i-Islami’s Aimsx

Afghanistan: Hub of the Global Trade in Illicit Opiatesx

A Taliban Point of Viewx

Geopolitical Diary: Karzai as Political Realityx

CHAPTER 3: THE BORDER

Between Afghanistan and Pakistan: The Battlespacex

A Border Playbill: Militant Actors on the Afghan-Pakistani Frontierx

CHAPTER 4: PAKISTAN

Anatomy of the ISIx

Afghanistan: Breaking Away from Pakistan’s Influencex

The Perils of Using Islamism to Protect Pakistan’s Corex

Islamabad’s Place in Washington’s Strategyx

The Fault Line Between National and Transnational Ambitionsx

The Reality of Risk in Pakistanx

The Implications of Mehsud's Deathx

A New Approach to Afghanistanx

Beyond Negotiations With the Afghan Talibanx

A Shift in Dealing With the Afghan Taliban?x

A Reality Check on the Quetta Shura Arrestsx

The Pakistani Strategy in Afghanistanx

CHAPTER 5: OTHER PLAYERS

Afghanistan: Why India’s Cooperation is a Problem for Pakistanx

Afghanistan: The Taliban’s Break With Al Qaedax

Afghanistan: The U.S. Between Iran and the Talibanx

Turkey: Ankara's Strategic Outlook on Afghanistanx

Moving Toward a Global Afghan Taliban Settlementx

Russia, India: Coming Together Again Over Afghanistanx

INTRODUCTION

A NOTE ON CONTENT

STRATFOR presents the following articles as they originally appeared on our subscription Web site, These pieces represent some of our best analyses related to the war in Afghanistan since March 2007, organized under chapter headings and presented in the order in which they were published. Since most of the articles were written as individual analyses, there may be overlap from piece to piece and chapter to chapter, and some of the information may seem dated. Naturally, some of the observations herein are linked to a specific time or event that may be years removed from today’s situation in Afghanistan,but STRATFOR believes bringing these pieces together provides valuable insight and perspective on an ever-changing geopolitical event.

CHAPTER 1: THE UNITED STATES

Geopolitical Diary: Fallon and Two Persistent Stalemates

March 12, 2008

In a surprise announcement on Tuesday, U.S. Defense Secretary Robert Gates revealed and accepted the “resignation” of U.S. Central Command (CENTCOM) commander Navy Adm. William J. Fallon. This was no regular personnel shift in Washington, especially since Fallon held the post for less than a year. With two wars under way and a crisis looming in the Levant, Fallon either resigned in protest or was forced out. The question is why.

The reason is not Iraq, where responsibility and accountability have been shifted squarely to Gen. David Petraeus. Our eyes fall upon the great failure of Fallon’s tenure and the far eastern reaches of his area of responsibility: Afghanistan and Pakistan. Fallon’s role is largely irrelevant. The underlying issues of Afghanistan and Pakistan predate his tenure. However, the situations in the two countries deteriorated under his supervision.

In Afghanistan, despite its vaunted success, the 2001 U.S. invasion was never really all that successful. The Taliban abandoned Kabul and largely declined to fight, despite some skirmishes and battles with al Qaeda supporters and other hardliners. When Washington turned its attention to Iraq, it left a NATO alliance intending to reconstruct the fractured country and a relatively modest military contingent to hunt al Qaeda and Taliban forces.

But the Pentagon never really addressed the complex underlying issues of terrain, ethnicity, tribal loyalty and religious extremism that have left the country war torn for three decades. The only central government Afghanistan has ever known has always relied on tribal loyalty and large military forces. These underlying issues were not clearly evident after U.S. forces kicked in the door in Afghanistan. U.S. forces found calm, since the Taliban declined to fight, and proceeded with reconstruction as Washington’s focus shifted to Iraq.

But the Taliban resurged. And in their decentralized, factionalized way they began to make a nuisance of themselves. Then they began adopting tactics that had proven successful in Iraq, like the improvised explosive device. Meanwhile, extremist elements from Pakistan began to pour over the border.

But this was not a one-way vector, and the jihadist insurgency in Afghanistan spilled over into Pakistan, where the insurgency is not only operating from a comparative safe haven, but is compounding political instability in Islamabad and exacerbating the tensions within Pakistani society.

Under Fallon’s tenure, in other words, if it did not all come crashing down, it certainly did become apparent to everyone in Washington that the persistent stalemates that had been easy enough to ignore thus far — the military stalemate in Afghanistan and the political stalemate in Pakistan — had become unacceptable and unsustainable.

Fallon’s “resignation” was about these very unaddressed problems. STRATFOR’s strategic perspective does not often fall to individuals; we see larger forces at work in the world. Fallon did not matter. But the empty seat at CENTCOM is likely to be an exception. Not simply because it is one of the most crucial posts in the U.S. military today, but because of the shift in focus Fallon’s removal entails and especially because of the two individuals at the top of the list to replace him: Marine Corps Gen. James Mattis and Petraeus himself.

Petraeus was one of the architects of the “surge” strategy and has overseen its successes thus far. He was also a principal force behind the Army’s new counterinsurgency manual. Mattis is something of a legend in the Marines. Not only did he lead Task Force 58 into Afghanistan in 2001, he commanded the 1st Marine Division in Iraq and later the 1st Marine Expeditionary Force during the surge. Petraeus and Mattis worked closely on the new counterinsurgency manual.

These two individuals matter because since Sept. 11, 2001, they have both solidly established their core competency as counterinsurgency. They do not hesitate to wield military force, but they understand that oftentimes in counterinsurgency the real trick is not bringing that firepower to bear.

The appointment of either man to the top post at CENTCOM has serious implications for the conduct of operations in Afghanistan and the situation in Pakistan. No two contenders for the job are more likely to forgo the current stalemate in Afghanistan and come at the problem with renewed intensity. Indeed, it is the first real telling potential shift in the command of Afghan operations, perhaps since 2001. And neither contender is likely to sit by and let Pakistan continue to simmer, either.

Now for the Hard Part: From Iraq to Afghanistan

July 15, 2008

The Bush administration let it be known last week that it is prepared to start reducing the number of troops in Iraq, indicating that three brigades out of 15 might be withdrawn before Inauguration Day in 2009. There are many dimensions to the announcements, some political and some strategic. But perhaps the single most important aspect of the development was the fairly casual way the report was greeted. It was neither praised nor derided. Instead, it was noted and ignored as the public focused on more immediate issues.

In the public mind, Iraq is clearly no longer an immediate issue. The troops remain there, still fighting and taking casualties, and there is deep division over the wisdom of the invasion in the first place. But the urgency of the issue has passed. This doesn’t mean the issue isn’t urgent. It simply means the American public — and indeed most of the world — have moved on to other obsessions, as is their eccentric wont. The shift nevertheless warrants careful consideration.

Obviously, there is a significant political dimension to the announcement. It occurred shortly after Sen. Barack Obama began to shift his position on Iraq from what appeared to be a demand for a rapid withdrawal to a more cautious, nuanced position. As we have pointed out on several occasions, while Obama’s public posture was for withdrawal with all due haste, his actual position as represented in his position papers was always more complex and ambiguous. He was for a withdrawal by the summer of 2010 unless circumstances dictated otherwise. Rhetorically, Obama aligned himself with the left wing of the Democratic Party, but his position on the record was actually much closer to Sen. John McCain’s than he would admit prior to his nomination. Therefore, his recent statements were not inconsistent with items written on his behalf before the nomination — they merely appeared so.

The Bush administration was undoubtedly delighted to take advantage of Obama’s apparent shift by flanking him. Consideration of the troop withdrawal has been under way for some time, but the timing of the leak to The New York Times detailing it must have been driven by Obama’s shift. As Obama became more cautious, the administration became more optimistic and less intransigent. The intent was clearly to cause disruption in Obama’s base. If so, it failed precisely because the public took the administration’s announcement so casually. To the extent that the announcement was political, it failed because even the Democratic left is now less concerned about the war in Iraq. Politically speaking, the move was a maneuver into a vacuum.

But the announcement was still significant in other, more important ways. Politics aside, the administration is planning withdrawals because the time has come. First, the politico-military situation on the ground in Iraq has stabilized dramatically. The reason for this is the troop surge — although not in the way it is normally thought of. It was not the military consequences of an additional 30,000 troops that made the difference, although the addition and changes in tactics undoubtedly made an impact.

What was important about the surge is that it happened at all. In the fall of 2006, when the Democrats won both houses of Congress, it appeared a unilateral U.S. withdrawal from Iraq was inevitable. If Bush wouldn’t order it, Congress would force it. All of the factions in Iraq, as well as in neighboring states, calculated that the U.S. presence in Iraq would shortly start to decline and in due course disappear. Bush’s order to increase U.S. forces stunned all the regional players and forced a fundamental recalculation. The assumption had been that Bush’s hands were tied and that the United States was no longer a factor. What Bush did — and this was more important than numbers or tactics — was demonstrate that his hands were not tied and that the United States could not be discounted.

The realization that the Americans were not going anywhere caused the Sunnis, for example, to reconsider their position. Trapped between foreign jihadists and the Shia, the Americans suddenly appeared to be a stable and long-term ally. The Sunni leadership turned on the jihadists and aligned with the United States, breaking the jihadists’ backs. Suddenly facing a U.S.-Sunni-Kurdish alliance, the Shia lashed out, hoping to break the alliance. But they also split between their own factions, with some afraid of being trapped as Iranian satellites and others viewing the Iranians as the solution to their problem. The result was a civil war not between the Sunnis and Shia, but among the Shia themselves.

Tehran performed the most important recalculation. The Iranians’ expectation had been that the United States would withdraw from Iraq unilaterally, and that when it did, Iran would fill the vacuum it left. This would lead to the creation of an Iranian-dominated Iraqi Shiite government that would suppress the Sunnis and Kurds, allowing Iran to become the dominant power in the Persian Gulf region. It was a heady vision, and not an unreasonable one — if the United States had begun to withdraw in the winter of 2006-2007.

When the surge made it clear that the Americans weren’t leaving, the Iranians also recalculated. They understood that they were no longer going to be able to create a puppet government in Iraq, and the danger now was that the United States would somehow create a viable puppet government of its own. The Iranians understood that continued resistance, if it failed, might lead to this outcome. They lowered their sights from dominating Iraq to creating a neutral buffer state in which they had influence. As a result, Tehran acted to restrain the Shiite militias, focusing instead on maximizing its influence with the Shia participating in the Iraqi government, including Iraqi Prime Minister Nouri al-Maliki.

A space was created between the Americans and Iranians, and al-Maliki filled it. He is not simply a pawn of Iran — and he uses the Americans to prevent himself from being reduced to that — but neither is he a pawn of the Americans. Recent negotiations between the United States and the al-Maliki government on the status of U.S. forces have demonstrated this. In some sense, the United States has created what it said it wanted: a strong Iraqi government. But it has not achieved what it really wanted, which was a strong, pro-American Iraqi government. Like Iran, the United States has been forced to settle for less than it originally aimed for, but more than most expected it could achieve in 2006.

This still leaves the question of what exactly the invasion of Iraq achieved. When the Americans invaded, they occupied what was clearly the most strategic country in the Middle East, bordering Kuwait, Saudi Arabia, Jordan, Syria, Turkey and Iran. Without resistance, the occupation would have provided the United States with a geopolitical platform from which to pressure and influence the region. The fact that there was resistance absorbed the United States, therefore negating the advantage. The United States was so busy hanging on in Iraq that it had no opportunity to take advantage of the terrain.

That is why the critical question for the United States is how many troops it can retain in Iraq, for how long and in what locations. This is a complex issue. From the Sunni standpoint, a continued U.S. presence is essential to protect Sunnis from the Shia. From the Shiite standpoint, the U.S. presence is needed to prevent Iran from overwhelming the Shia. From the standpoint of the Kurds, a U.S. presence guarantees Kurdish safety from everyone else. It is an oddity of history that no major faction in Iraq now wants a precipitous U.S. withdrawal — and some don’t want a withdrawal at all.

For the United States, the historical moment for its geopolitical coup seems to have passed. Had there been no resistance after the fall of Baghdad in 2003, the U.S. occupation of Iraq would have made Washington a colossus astride the region. But after five years of fighting, the United States is exhausted and has little appetite for power projection in the region. For all its bravado against Iran, no one has ever suggested an invasion, only airstrikes. Therefore, the continued occupation of Iraq simply doesn’t have the same effect as it did in 2003.

But the United States can’t simply leave. The Iraqi government is not all that stable, and other regional powers, particularly the Saudis, don’t want to see a U.S. withdrawal. The reason is simple: If the United States withdraws before the Baghdad government is cohesive enough, strong enough and inclined enough to balance Iranian power, Iran could still fill the partial vacuum of Iraq, thereby posing a threat to Saudi Arabia. With oil at more than $140 a barrel, this is not something the Saudis want to see, nor something the United States wants to see.