Stratfor’s George Friedman makes a compelling argument that current American policy towards Iran involves two equally unappetising options – either pursue a policy of sanctions that has been rendered ineffective by the refusal of China and Russia to participate, or to pursue military action and risk the consequences of outright failure or an indecisive outcome that would leave the region destabilized.

Friedman argues that the U.S. has previously shown itself willing to ally with an enemy of that enemy had common interests – examples he cites are Roosevelt’s agreements with Stalin and Nixon’s approach to Mao.   Is such a stunning reversal of course under consideration by the Obama Administration?  Friedman suggests that it just might be.

The United States apparently has reached the point where it must either accept that Iran will develop nuclear weapons at some point if it wishes, or take military action to prevent this. There is a third strategy, however: Washington can seek to redefine the Iranian question.

As we have no idea what leaders on either side are thinking, exploring this represents an exercise in geopolitical theory. Let’s begin with the two apparent stark choices.

Diplomacy vs. the Military Option
by George Friedman

This report is republished with permission of STRATFOR

The diplomatic approach consists of creating a broad coalition prepared to impose what have been called crippling sanctions on Iran. Effective sanctions must be so painful that they compel the target to change its behavior. In Tehran’s case, this could only consist of blocking Iran’s imports of gasoline. Iran imports 35 percent of the gasoline it consumes. It is not clear that a gasoline embargo would be crippling, but it is the only embargo that might work. All other forms of sanctions against Iran would be mere gestures designed to give the impression that something is being done.

The Chinese will not participate in any gasoline embargo. Beijing gets 11 percent of its oil from Iran, and it has made it clear it will continue to deliver gasoline to Iran. Moscow’s position is that Russia might consider sanctions down the road, but it hasn’t specified when, and it hasn’t specified what. The Russians are more than content seeing the U.S. bogged down in the Middle East and so are not inclined to solve American problems in the region. With the Chinese and Russians unlikely to embargo gasoline, these sanctions won’t create significant pain for Iran. Since all other sanctions are gestures, the diplomatic approach is therefore unlikely to work.

The military option has its own risks. First, its success depends on the quality of intelligence on Iran’s nuclear facilities and on the degree of hardening of those targets. Second, it requires successful air attacks. Third, it requires battle damage assessments that tell the attacker whether the strike succeeded. Fourth, it requires follow-on raids to destroy facilities that remain functional. And fifth, attacks must do more than simply set back Iran’s program a few months or even years: If the risk of a nuclear Iran is great enough to justify the risks of war, the outcome must be decisive.

Each point in this process is a potential failure point. Given the multiplicity of these points — which includes others not mentioned — failure may not be an option, but it is certainly possible.

But even if the attacks succeed, the question of what would happen the day after the attacks remains. Iran has its own counters. It has a superbly effective terrorist organization, Hezbollah, at its disposal. It has sufficient influence in Iraq to destabilize that country and force the United States to keep forces in Iraq badly needed elsewhere. And it has the ability to use mines and missiles to attempt to close the Strait of Hormuz and the Persian Gulf shipping lanes for some period — driving global oil prices through the roof while the global economy is struggling to stabilize itself. Iran’s position on its nuclear program is rooted in the awareness that while it might not have assured options in the event of a military strike, it has counters that create complex and unacceptable risks. Iran therefore does not believe the United States will strike or permit Israel to strike, as the consequences would be unacceptable.

To recap, the United States either can accept a nuclear Iran or risk an attack that might fail outright, impose only a minor delay on Iran’s nuclear program or trigger extremely painful responses even if it succeeds. When neither choice is acceptable, it is necessary to find a third choice. [Read more…]