The events in Egypt have sent shock waves through Israel. The 1978 Camp David Accords between Egypt and Israel have been the bedrock of Israeli national security. In three of the four wars Israel fought before the accords, a catastrophic outcome for Israel was conceivable. In 1948, 1967 and 1973, credible scenarios existed in which the Israelis were defeated and the state of Israel ceased to exist. In 1973, it appeared for several days that one of those scenarios was unfolding.

The survival of Israel was no longer at stake after 1978. In the 1982 invasion of Lebanon, the various Palestinian intifadas and the wars with Hezbollah in 2006 and Hamas in Gaza in 2008, Israeli interests were involved, but not survival. There is a huge difference between the two. Israel had achieved a geopolitical ideal after 1978 in which it had divided and effectively made peace with two of the four Arab states that bordered it, and neutralized one of those states. The treaty with Egypt removed the threat to the Negev and the southern coastal approaches to Tel Aviv.

The agreement with Jordan in 1994, which formalized a long-standing relationship, secured the longest and most vulnerable border along the Jordan River. The situation in Lebanon was such that whatever threat emerged from there was limited. Only Syria remained hostile but, by itself, it could not threaten Israel. Damascus was far more focused on Lebanon anyway. As for the Palestinians, they posed a problem for Israel, but without the foreign military forces along the frontiers, the Palestinians could trouble but not destroy Israel. Israel’s existence was not at stake, nor was it an issue for 33 years.

The Historic Egyptian Threat to Israel

The center of gravity of Israel’s strategic challenge was always Egypt. The largest Arab country, with about 80 million people, Egypt could field the most substantial army. More to the point, Egypt could absorb casualties at a far higher rate than Israel. The danger that the Egyptian army posed was that it could close with the Israelis and engage in extended, high-intensity combat that would break the back of Israel Defense Forces by imposing a rate of attrition that Israel could not sustain. If Israel were to be simultaneously engaged with Syria, dividing its forces and its logistical capabilities, it could run out of troops long before Egypt, even if Egypt were absorbing far more casualties.

The solution for the Israelis was to initiate combat at a time and place of their own choosing, preferably with surprise, as they did in 1956 and 1967. Failing that, as they did in 1973, the Israelis would be forced into a holding action they could not sustain and forced onto an offensive in which the risks of failure — and the possibility — would be substantial.

It was to the great benefit of Israel that Egyptian forces were generally poorly commanded and trained and that Egyptian war-fighting doctrine, derived from Britain and the Soviet Union, was not suited to the battle problem Israel posed. In 1967, Israel won its most complete victory over Egypt, as well as Jordan and Syria. It appeared to the Israelis that the Arabs in general and Egyptians in particular were culturally incapable of mastering modern warfare.

Thus it was an extraordinary shock when, just six years after their 1967 defeat, the Egyptians mounted a two-army assault across the Suez, coordinated with a simultaneous Syrian attack on the Golan Heights. Even more stunning than the assault was the operational security the Egyptians maintained and the degree of surprise they achieved. One of Israel’s fundamental assumptions was that Israeli intelligence would provide ample warning of an attack. And one of the fundamental assumptions of Israeli intelligence was that Egypt could not mount an attack while Israel maintained air superiority. Both assumptions were wrong. But the most important error was the assumption that Egypt could not, by itself, coordinate a massive and complex military operation. In the end, the Israelis defeated the Egyptians, but at the cost of the confidence they achieved in 1967 and a recognition that comfortable assumptions were impermissible in warfare in general and regarding Egypt in particular.

The Egyptians had also learned lessons. The most important was that the existence of the state of Israel did not represent a challenge to Egypt’s national interest. Israel existed across a fairly wide and inhospitable buffer zone — the Sinai Peninsula. The logistical problems involved in deploying a massive force to the east had resulted in three major defeats, while the single partial victory took place on much shorter lines of supply. Holding or taking the Sinai was difficult and possible only with a massive infusion of weapons and supplies from the outside, from the Soviet Union. This meant that Egypt was a hostage to Soviet interests. Egypt had a greater interest in breaking its dependency on the Soviets than in defeating Israel. It could do the former more readily than the latter.

The Egyptian recognition that its interests in Israel were minimal and the Israeli recognition that eliminating the potential threat from Egypt guaranteed its national security have been the foundation of the regional balance since 1978. All other considerations — Syria, Hezbollah, Hamas and the rest — were trivial in comparison. Geography — the Sinai — made this strategic distancing possible. So did American aid to Egypt. The substitution of American weapons for Soviet ones in the years after the treaty achieved two things. First, they ended Egypt’s dependency on the Soviets. Second, they further guaranteed Israel’s security by creating an Egyptian army dependent on a steady flow of spare parts and contractors from the United States. Cut the flow and the Egyptian army would be crippled.

The governments of Anwar Sadat and then Hosni Mubarak were content with this arrangement. The generation that came to power with Gamal Nasser had fought four wars with Israel and had little stomach for any more. They had proved themselves in October 1973 on the Suez and had no appetite to fight again or to send their sons to war. It is not that they created an oasis of prosperity in Egypt. But they no longer had to go to war every few years, and they were able, as military officers, to live good lives. What is now regarded as corruption was then regarded as just rewards for bleeding in four wars against the Israelis.

Mubarak and the Military

But now is 33 years later, and the world has changed. The generation that fought is very old. Today’s Egyptian military trains with the Americans, and its officers pass through the American command and staff and war colleges. This generation has close ties to the United States, but not nearly as close ties to the British-trained generation that fought the Israelis or to Egypt’s former patrons, the Russians. Mubarak has locked the younger generation, in their fifties and sixties, out of senior command positions and away from the wealth his generation has accumulated. They want him out.

For this younger generation, the idea of Gamal Mubarak being allowed to take over the presidency was the last straw. They wanted the elder Mubarak to leave not only because he had ambitions for his son but also because he didn’t want to leave after more than a quarter century of pressure. Mubarak wanted guarantees that, if he left, his possessions, in addition to his honor, would remain intact. If Gamal could not be president, then no one’s promise had value. So Mubarak locked himself into position.

The cameras love demonstrations, but they are frequently not the real story. The demonstrators who wanted democracy are a real faction, but they don’t speak for the shopkeepers and peasants more interested in prosperity than wealth. Since Egypt is a Muslim country, the West freezes when anything happens, dreading the hand of Osama bin Laden. In Egypt, the Muslim Brotherhood was once a powerful force, and it might become one again someday, but right now it is a shadow of its former self. What is going on now is a struggle within the military, between generations, for the future of the Egyptian military and therefore the heart of the Egyptian regime. Mubarak will leave, the younger officers will emerge, the constitution will make some changes and life will continue.

The Israelis will return to their complacency. They should not. The usual first warning of a heart attack is death. Among the fortunate, it is a mild coronary followed by a dramatic change of life style. The events in Egypt should be taken as a mild coronary and treated with great relief by Israel that it wasn’t worse.

Reconsidering the Israeli Position

I have laid out the reasons the 1978 treaty is in Egypt’s national interest. I have left out two pieces. The first is ideology. The ideological tenor of the Middle East prior to 1978 was secular and socialist. Today it is increasingly Islamist. Egypt is not immune to this trend, even if the Muslim Brotherhood should not be seen as the embodiment of that threat. Second, military technology, skills and terrain have made Egypt a defensive power for the past 33 years. But military technology and skills can change, on both sides. Egyptian defensiveness is built on assumptions of Israeli military capability and interest. As Israeli ideology becomes more militant and as its capabilities grow, Egypt may be forced to reconsider its strategic posture. As new generations of officers arise, who have heard of war only from their grandfathers, the fear of war declines and the desire for glory grows. Combine that with ideology in Egypt and Israel and things change. They won’t change quickly — a generation of military transformation will be needed once regimes have changed and the decisions to prepare for war have been made — but they can change.

Two things from this should strike the Israelis. The first is how badly they need peace with Egypt. It is easy to forget what things were like 40 years back, but it is important to remember that the prosperity of Israel today depends in part on the treaty with Egypt. Iran is a distant abstraction, with a notional bomb whose completion date keeps moving. Israel can fight many wars with Egypt and win. It need lose only one. The second lesson is that Israel should do everything possible to make certain that the transfer of power in Egypt is from Mubarak to the next generation of military officers and that these officers maintain their credibility in Egypt. Whether Israel likes it or not, there is an Islamist movement in Egypt. Whether the new generation controls that movement as the previous one did or whether they succumb to it is the existential question for Israel. If the treaty with Egypt is the foundation of Israel’s national security, it is logical that the Israelis should do everything possible to preserve it.

This was not the fatal heart attack. It might not even have been more than indigestion. But recent events in Egypt point to a long-term problem with Israeli strategy. Given the strategic and ideological crosscurrents in Egypt, it is in Israel’s national interest to minimize the intensity of the ideological and make certain that Israel is not perceived as a threat. In Gaza, for example, Israel and Egypt may have shared a common interest in containing Hamas, and the next generation of Egyptian officers may share it as well. But what didn’t materialize in the streets this time could in the future: an Islamist rising. In that case, the Egyptian military might find it in its interest to preserve its power by accommodating the Islamists. At this point, Egypt becomes the problem and not part of the solution.

Keeping Egypt from coming to this is the imperative of military dispassion. If the long-term center of gravity of Israel’s national security is at least the neutrality of Egypt, then doing everything to maintain that is a military requirement. That military requirement must be carried out by political means. That requires the recognition of priorities. The future of Gaza or the precise borders of a Palestinian state are trivial compared to preserving the treaty with Egypt. If it is found that a particular political strategy undermines the strategic requirement, then that political strategy must be sacrificed.

In other words, the worst-case scenario for Israel would be a return to the pre-1978 relationship with Egypt without a settlement with the Palestinians. That would open the door for a potential two-front war with an intifada in the middle. To avoid that, the ideological pressure on Egypt must be eased, and that means a settlement with the Palestinians on less-than-optimal terms. The alternative is to stay the current course and let Israel take its chances. The question is where the greater safety lies. Israel has assumed that it lies with confrontation with the Palestinians. That’s true only if Egypt stays neutral. If the pressure on the Palestinians destabilizes Egypt, it is not the most prudent course.

There are those in Israel who would argue that any release in pressure on the Palestinians will be met with rejection. If that is true, then, in my view, that is catastrophic news for Israel. In due course, ideological shifts and recalculations of Israeli intentions will cause a change in Egyptian policy. This will take several decades to turn into effective military force, and the first conflicts may well end in Israeli victory. But, as I have said before, it must always be remembered that no matter how many times Israel wins, it need only lose once to be annihilated.

To some it means that Israel should remain as strong as possible. To me it means that Israel should avoid rolling the dice too often, regardless of how strong it thinks it is. The Mubarak affair might open a strategic reconsideration of the Israeli position.

Egypt, Israel and a Strategic Reconsideration is republished with permission of STRATFOR.

By Kamran Bokhari and Reva Bhalla
Reprinted with permission from Stratfor

Israel is now in the 12th day of carrying out Operation Cast Lead against the Palestinian Islamist movement Hamas in the Gaza Strip, where Hamas has been the de facto ruler ever since it seized control of the territory in a June 2007 coup. The Israeli campaign, whose primary military aim is to neutralize Hamas’ ability to carry out rocket attacks against Israel, has led to the reported deaths of more than 560 Palestinians; the number of wounded is approaching the 3,000 mark.

The reaction from the Arab world has been mixed. On the one hand, a look at the so-called Arab street will reveal an angry scene of chanting protesters, burning flags and embassy attacks in protest of Israel’s actions. The principal Arab regimes, however, have either kept quiet or publicly condemned Hamas for the crisis — while privately often expressing their support for Israel’s bid to weaken the radical Palestinian group.

Despite the much-hyped Arab nationalist solidarity often cited in the name of Palestine, most Arab regimes actually have little love for the Palestinians. While these countries like keeping the Palestinian issue alive for domestic consumption and as a tool to pressure Israel and the West when the need arises, in actuality, they tend to view Palestinian refugees — and more Palestinian radical groups like Hamas — as a threat to the stability of their regimes.

One such Arab country is Saudi Arabia. Given its financial power and its shared religious underpinnings with Hamas, Riyadh traditionally has backed the radical Palestinian group. The kingdom backed a variety of Islamist political forces during the 1960s and 1970s in a bid to undercut secular Nasserite Arab nationalist forces, which threatened Saudi Arabia’s regional status. But 9/11, which stemmed in part from Saudi support for the Taliban and al Qaeda in Afghanistan, opened Riyadh’s eyes to the danger of supporting militant Islamism.

Thus, while Saudi Arabia continued to support many of the same Palestinian groups, it also started whistling a more moderate tune in its domestic and foreign policies. As part of this moderate drive, in 2002 King Abdullah offered Israel a comprehensive peace treaty whereby Arab states would normalize ties with the Jewish state in exchange for an Israeli withdrawal to its 1967 borders. Though Israel rejected the offer, the proposal itself clearly conflicted with Hamas’ manifesto, which calls for Israel’s destruction. The post-9/11 world also created new problems for one of Hamas’ sources of regular funding — wealthy Gulf Arabs — who grew increasingly wary of turning up on the radars of Western security and intelligence agencies as fund transfers from the Gulf came under closer scrutiny.

Meanwhile, Egypt, which regularly mediates Hamas-Israel and Hamas-Fatah matters, thus far has been the most vocal in its opposition to Hamas during the latest Israeli military offensive. Cairo has even gone as far as blaming Hamas for provoking the conflict. Though Egypt’s stance has earned it a number of attacks on its embassies in the Arab world and condemnations in major Arab editorial pages, Cairo has a core strategic interest in ensuring that Hamas remains boxed in. The secular government of Egyptian President Hosni Mubarak is already preparing for a shaky leadership transition, which is bound to be exploited by the country’s largest opposition movement, the Muslim Brotherhood (MB).

The MB, from which Hamas emerged, maintains links with the Hamas leadership. Egypt’s powerful security apparatus has kept the MB in check, but the Egyptian group has steadily built up support among Egypt’s lower and middle classes, which have grown disillusioned with the soaring rate of unemployment and lack of economic prospects in Egypt. The sight of Muslim Brotherhood activists leading protests in Egypt in the name of Hamas is thus quite disconcerting for the Mubarak regime. The Egyptians also are fearful that Gaza could become a haven for Salafist jihadist groups that could collaborate with Egypt’s own jihadist node the longer Gaza remains in disarray under Hamas rule.

Of the Arab states, Jordan has the most to lose from a group like Hamas. More than three-fourths of the Hashemite monarchy’s people claim Palestinian origins. The kingdom itself is a weak, poor state that historically has relied on the United Kingdom, Israel and the United States for its survival. Among all Arab governments, Amman has had the longest and closest relationship with Israel — even before it concluded a formal peace treaty with Israel in 1994. In 1970, Jordan waged war against Fatah when the group posed a threat to the kingdom’s security; it also threw out Hamas in 1999 after fears that the group posed a similar threat to the stability of the kingdom. Like Egypt, Jordan also has a vibrant MB, which has closer ties to Hamas than its Egyptian counterpart. As far as Amman is concerned, therefore, the harder Israel hits Hamas, the better.

Finally, Syria is in a more complex position than these other four Arab states. The Alawite-Baathist regime in Syria has long been a pariah in the Arab world because of its support for Shiite Iran and for their mutual militant proxy in Lebanon, Hezbollah. But ever since the 2006 war between Israel and Hezbollah, the Syrians have been charting a different course, looking for ways to break free from diplomatic isolation and to reach some sort of understanding with the Israelis.

For the Syrians, support for Hamas, Palestinian Islamic Jihad and several other radical Palestinian outfits provides tools of leverage to use in negotiating a settlement with Israel. Any deal between the Syrians and the Israelis would thus involve Damascus sacrificing militant proxies such as Hezbollah and Hamas in return for key concessions in Lebanon — where Syria’s core geopolitical interests lie — and in the disputed Golan Heights. While the Israeli-Syrian peace talks remain in flux, Syria’s lukewarm reaction to the Israeli offensive and restraint (thus far) from criticizing the more moderate Arab regimes’ lack of response suggests Damascus may be looking to exploit the Gaza offensive to improve its relations in the Arab world and reinvigorate its talks with Israel. And the more damage Israel does to Hamas now, the easier it will be for Damascus to crack down on Hamas should the need arise.

With Saudi Arabia, Egypt, Jordan and Syria taking into account their own interests when dealing with the Palestinians, ironically, the most reliable patron Sunni Hamas has had in recent years is Iran, the Sunni Arab world’s princiapl Shiite rival. Several key developments have made Hamas’ gradual shift toward Iran possible:

1. Saudi Arabia’s post-9/11 move into the moderate camp — previously dominated by Egypt and Jordan, two states that have diplomatic relations with Israel.
2. The collapse of Baathist Iraq and the resulting rise of Shiite power in the region.
3. The 2004 Iranian parliamentary elections that put Iran’s ultraconservatives in power and the 2005 election of President Mahmoud Ahmadinejad, whose public anti-Israeli views resonated with Hamas at a time when other Arab states had grown more moderate.
4. The 2006 Palestinian elections, in which Hamas defeated its secular rival, Fatah, by a landslide. When endowed with the responsibility of running an unrecognized government, Hamas floundered between its goals of dominating the Palestinian political landscape and continuing to call for the destruction of Israel and the creation of an Islamist state. The Arab states, particularly Saudi Arabia and Egypt, had hoped that the electoral victory would lead Hamas to moderate its stance, but Iran encouraged Hamas to adhere to its radical agenda. As the West increasingly isolated the Hamas-led government, the group shifted more toward the Iranian position, which more closely meshed with its original mandate.
5. The 2006 summer military confrontation between Hezbollah and Israel, in which Iranian-backed Hezbollah symbolically defeated the Jewish state. Hezbollah’s ability to withstand the Israeli military onslaught gave confidence to Hamas that it could emulate the Lebanese Shiite movement — which, like Hamas, was both a political party and an armed paramilitary organization. Similar to their reaction to the current Gaza offensive, the prinicpal Arab states condemned Hezbollah for provoking Israel and grew terrified at the outpouring of support for the Shiite militant group from their own populations. Hezbollah-Hamas collaboration in training, arms-procurement and funding intensified, and almost certainly has played a decisive role in equipping Hamas with 122mm BM-21 Grad artillery rockets and larger Iranian-made 240mm Fajr-3 rockets — and potentially even a modest anti-armor capability.
6. The June 2007 Hamas coup against Fatah in the Gaza Strip, which caused a serious strain in relations between Egypt and Hamas. The resulting blockade on Gaza put Egypt in an extremely uncomfortable position, in which it had to crack down on the Gaza border, thus giving the MB an excuse to rally opposition against Cairo. Egypt was already uncomfortable with Hamas’s electoral victory, but it could not tolerate the group’s emergence as the unchallenged power in Gaza.
7. Syria’s decision to go public with peace talks with Israel. As soon as it became clear that Syria was getting serious about such negotiations, alarm bells went off within groups like Hamas and Hezbollah, which now had to deal with the fear that Damascus could sell them out at any time as part of a deal with the Israelis.

Hamas’ relations with the Arab states already were souring; its warming relationship with Iran has proved the coup de grace. Mubarak said it best when he recently remarked that the situation in the Gaza Strip “has led to Egypt, in practice, having a border with Iran.” In other words, Hamas has allowed Iranian influence to come far too close for the Arab states’ comfort.

In many ways, the falling-out between Hamas and the Arab regimes is not surprising. The decline of Nasserism in the late 1960s essentially meant the death of Arab nationalism. Even before then, the Arab states put their respective national interests ahead of any devotion to pan-Arab nationalism that would have translated into support for the Palestinian cause. As Islamism gradually came to replace Arab nationalism as a political force throughout the region, the Arab regimes became even more concerned about stability at home, given the very real threat of a religious challenge to their rule. While these states worked to suppress radical Islamist elements that had taken root in their countries, the Arab governments caught wind of Tehran’s attempts to adopt the region’s radical Islamist trend to create a geopolitical space for Iran in the Arab Middle East. As a result, the Arab-Persian struggle became one of the key drivers that has turned the Arab states against Hamas.

For each of these Arab states, Hamas represents a force that could stir the social pot at home — either by creating a backlash against the regimes for their ties to Israel and their perceived failure to aid the Palestinians, or by emboldening democratic Islamist movements in the region that could threaten the stability of both republican regimes and monarchies. With somewhat limited options to contain Iranian expansion in the region, the Arab states ironically are looking to Israel to ensure that Hamas remains boxed in. So while on the surface, it may seem that the entire Arab world is convulsing with anger at Israel’s offensive against Hamas, a closer look reveals that the view from the Arab palace is quite different from the view on the Arab street.