The Gaza Withdrawal and Israel's Permanent Dilemma
By George Friedman

Israel has begun its withdrawal from Gaza. As with all other
territorial withdrawals by Israel, such as that from the Sinai or from
Lebanon, the decision is controversial within the Jewish state. It
represents the second withdrawal from land occupied in the 1967 war,
and the second from land that houses significant numbers of
anti-Israeli fighters. Since these fighters will not be placated by
the Israeli withdrawal -- given that there is no obvious agreement of
land for an enforceable peace -- the decision by the Israelis to
withdraw from Gaza would appear odd.

In order to understand what is driving Israeli policy, it is necessary
to consider Israeli geopolitical reality in some detail.

Israel's founders, taken together, had four motives for founding the state.

1. To protect the Jews from a hostile world by creating a Jewish homeland.
2. To create a socialist (not communist) Jewish state.
3. To resurrect the Jewish nation in order to re-assert Jewish
identity in history.
4. To create a nation based on Jewish religiosity and law rather than
Jewish nationality alone.

The idea of safety, socialism, identity and religiosity overlapped to
some extent and were mutually exclusive in other ways. But each of
these tendencies became a fault line in Israeli life. Did Israel exist
simply so that Jews would be safe -- was Israel simply another nation
among many? Was Israel to be a socialist nation, as the Labor Party
once envisioned? Was it to be a vehicle for resurrecting Jewish
identity, as the Revisionists wanted? Was it to be a land governed by
the Rabbinate? It could not be all of these things. Thus, these were
ultimately contradictory visions tied together by a single certainty:
none of these visions were possible without a Jewish state. All
arguments in Israel devolve to these principles, but all share a
common reality -- the need for the physical protection of Israel.

In order for there to be a Jewish state, it must be governed by Jews.
If it is also to be a democratic state, as was envisioned by all but a
few of the fourth (religiosity) strand of logic, then it must be a
state that is demographically Jewish.

This poses the first geopolitical dilemma for Israel: Whatever the
historical, moral or religious arguments, the fact was that at the
beginning of the 20th century, the land identified as the Jewish
homeland -- Palestine -- was inhabited overwhelmingly by Arabs. A
Jewish and democratic state could be achieved only by a demographic
transformation. Either more Jews would have to come to Palestine, or
Arabs would have to leave, or a combination of the two would have to
occur. The Holocaust caused Jews who otherwise would have stayed in
Europe to come to Palestine. The subsequent creation of the state of
Israel caused Arabs to leave, and Jews living in Arab countries to
come to Israel.

However, this demographic shift was incomplete, leaving Israel with
two strategic problems. First, a large number of Arabs, albeit a
minority, continued to live in Israel. Second, the Arab states
surrounding Israel -- which perceived the state as an alien entity
thrust into their midst -- viewed themselves as being in a state of
war with Israel. Ultimately, Israel's problem was that dealing with
the external threat inevitably compounded the internal threat.

Israel's Strategic Disadvantage
Israel was at a tremendous strategic disadvantage. First, it was
vastly outnumbered in the simplest sense: There were many more Arabs
who regarded themselves as being in a state of war with Israel than
there were Jews in Israel. Second, Israel had extremely long borders
that were difficult to protect. Third, the Israelis lacked strategic
depth. If all of their neighbors -- Egypt, Jordan, Syria and Lebanon
-- were joined by the forces of more distant Arab and Islamic states,
Israel would find it difficult to resist. And if all of these forces
attacked simultaneously in a coordinated strike, Israel would find it
impossible to resist.

Even if the Arabs did not carry out a brilliant stroke, cutting Israel
in half on a Jerusalem-Tel Aviv line (a distance of perhaps 20 miles),
Israel would still lose an extended war with the Arabs. If the Arabs
could force a war of attrition on Israel, in which they could impose
an attrition rate of perhaps 1 percent per day of forces on the
forward edge of the battle area, Israel would not be able to hold for
more than a few months at best. In the 20th century, an attrition rate
of that level, in a battle space the size of Israel, would be modest.
Israel's effective forces rarely numbered more than 250,000 men -- the
other 250,000 were older reserves with inferior equipment. Extended
attritional warfare was not an option for Israel.

Thus, in order for Israel to survive, three conditions were necessary:

1. The Arabs must never unite into a single, effective force.
2. Israel must choose the time, place and sequence of any war.
3. Israel must never face both a war and an internal uprising of Arabs
simultaneously.

Israel's strategy was to use diplomacy to prevent the three main
adversaries -- Egypt, Jordan and Syria -- from simultaneously choosing
to launch a war. From its founding, Israel always maintained a policy
of splitting the front-line states. This was not particularly
difficult, given the deep animosities among the Arabs. For example,
Israel always maintained a special relationship with Jordan, which had
unsatisfactory relations with its own neighbors. Early on, Israel
worked to serve as the guarantor of the Jordanian regime's survival.
Later, after the Camp David Accords split Egypt off from the Arab
coalition, Israel had neutralized two out of three of its potential
adversaries. The dynamics of Arab geopolitics and the skill of Israeli
diplomacy achieved an outcome that is rarely appreciated. From its
founding, Israel managed to prevent simultaneous warfare with its
neighbors except at a time and place of its own choosing. It had to
maintain a military force capable of taking the initiative in order to
have a diplomatic strategy.

But throughout most of its history, Israel had a fundamental challenge
in achieving this preeminence.

Israel's Geopolitical Problem
The state's military preeminence had to be measured against the
possibility of diplomatic failure. Israel had to assume that all
front-line states would become hostile to it, and that it would have
to launch a preemptive strike against them all. If this were the case,
Israel had this dilemma: Its national industrial base was insufficient
to provide it with the technological wherewithal to maintain its
military superiority. It was not simply a question of money --all the
money in the world could not change the demographics -- but also that
Israel lacked the manpower to produce all of the weapons it needed to
have and also to field an army. Therefore, Israel could survive only
if it had a patron that possessed such an industrial base. Israel had
to make itself useful to another country.

Israel's first patron was the Soviet Union, through its European
satellites. Its second patron was France, which saw Israel as an ally
during a time when Paris was trying to hold onto its interests in an
increasingly hostile Arab world. Its third patron -- but not until
1967 -- was the United States, which saw Israel as a counterweight to
pro-Soviet Egypt and Syria, as well as a useful base of operations in
the eastern Mediterranean.

In 1967, Israel -- fearing a coordinated strike by the Arabs and also
seeking to rationalize its defensive lines and create strategic depth
-- launched an air and land attack against its neighbors. Rather than
risk a coordinated attack, Israel launched a sequential attack --
first against Egypt, then Jordan, then Syria.

The success of the 1967 war gave rise to Israel's current geopolitical crisis.

Following the war, Israel had to balance three interests:

1. It now occupied the West Bank and Gaza Strip, which contained
large, hostile populations of Arabs. A full, peripheral war combined
with an uprising in these regions would cut Israeli lines of supply
and communication and risk Israel's defeat.
2. Israel was now dependent on the United States for its industrial
base. But American interests and Israeli interests were not identical.
The United States had interests in the Arab world, and had no interest
in Israel crushing Palestinian opposition or expelling Palestinians
from Israel. Retaining the industrial base and ruthlessly dealing with
the Palestinians became incompatible needs.
3. Israel had to continue manipulating the balance of power among Arab
states in order to prevent a full peripheral war. That, in turn, meant
that it was further constrained in dealing with the Palestinian
question by force.

Israeli geopolitics created the worst condition of all: Given the
second and third considerations, Israel could not crush the
Palestinians; but given its need for strategic depth and coherent
borders, it could not abandon the occupied territories. It therefore
had to continually constrain the Palestinians without any possibility
of final victory. It had to be ruthless, which would enflame the
Palestinians, but it could never be ruthless enough to effectively
suppress them.

The Impermanence of Diplomacy
Israel has managed to maintain the diplomatic game it began in 1948:
The Arabs remain deeply split. It has managed to retain its
relationship with the United States, even with the end of the Cold
War. Given the decline of the conventional threat, Israel's dependency
on the United States has actually dwindled. For the moment, the
situation is contained.

However -- and this is the key problem for Israel -- the diplomatic
solution is inherently impermanent. It requires constant manipulation,
and the possibility of failure is built in. For example, an Islamist
rising in Egypt could rapidly generate shifts that Israel could not
contain. Moreover, political changes in the United States could end
American patronage, without the certainty of another patron emerging.
These things are not likely to occur, but they are not inconceivable.
Given enough time, anything is possible.

Israel's advantage is diplomatic and cultural. Its ability to split
the Arabs, a diplomatic force, is coupled with its technological
superiority, a cultural force. But both of these can change. The Arabs
might unite, and they might accelerate their technological and
military sophistication. Israel's superiority can change, but its
inferiority is fixed: Geography and demography put it in an
unchangeably vulnerable position relative to the Arabs.

The potential threats to Israel are: 

1. A united and effective anti-Israeli coalition among the Arabs.
2. The loss of its technological superiority and, therefore, the loss
of military initiative.
3. The need to fight a full peripheral war while dealing with an
intifada within its borders.
4. The loss of the United States as patron and the failure to find an
alternative.
5. A sudden, unexpected nuclear strike on its populated heartland.

Therefore, it follows that Israel has three options.

The first is to hope for the best. This has been Israel's position
since 1967. The second is to move from conventional deterrence to
nuclear deterrence. Israel already possesses this capability, but the
value of nuclear weapons is in their deterrent capability, not in
their employment. You can't deal with an intifada or with close-in
conventional war with nuclear weapons -- not given the short distances
involved in Israel. The third option is to reduce the possibility of
disaster as far as possible by increasing the tensions in the Arab
world, reducing the incentive for cultural change among the Arabs,
eliminating the threat of intifada in time of war, and reducing the
probability that the United States will find it in its interests to
break with Israel

Hence, the withdrawal from Gaza. As a base for terrorism, Gaza poses a
security threat to Israel. But the true threat from Gaza, and even
more the West Bank, lies in the fact that they create a dynamic that
decreases Israel's diplomatic effectiveness, risks creating Arab
unity, increases the impetus for military modernization and places
stress on Israel's relationship with the United States. The terrorist
threat is painful. The alternative risks long-term catastrophe.

Some of the original reasons for Israel's founding, such as the desire
for a socialist state, are now irrelevant to Israeli politics. And
revisionism, like socialism, is a movement of the past. Modern Israel
is divided into three camps:

1. Those who believe that the survival of Israel depends on
disengaging from a process that enrages without crushing the
Palestinians, even if it opens the door to terrorism.
2. Those who regard the threat of terrorism as real and immediate, and
regard the longer-term strategic threats as theoretical and abstract.
3. Those who have a religious commitment to holding all territories.

The second and third factions are in alliance but, at the moment, it
is the first faction that appears to be the majority. It is not
surprising that Prime Minister Ariel Sharon is leading this faction.
As a military man, Sharon has a clear understanding of Israel's
vulnerabilities. It is clearly his judgment that the long-term threat
to Israel comes from the collapse of its strategic position, rather
than from terrorism. He has clearly decided to accept the reality of
terrorist attacks, within limits, in order to pursue a broader
strategic initiative.

Israel has managed to balance the occupation of a hostile population
with splitting Arab nation states since 1967. Sharon's judgment is
that, given the current dynamics of the Muslim world, pursuing the
same strategy for another generation would be both too costly and too
risky. The position of his critics is that the immediate risks of
disengagement increase the immediate danger to Israel without solving
the long-term problem. If Sharon is right, then there is room for
maneuver. But if his critics, including Benjamin Netanyahu, are right,
Israel is locked down to an insoluble problem.

That is the real debate.

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