Latest / THE DAILY BRIEF / Hormuz, Oman deal, new defense pact & more
Transcript
- 0:00Speaker 1: Saudi Arabia, Turkey, Pakistan also signing a mutual Defense pack
- 0:04Speaker 1: that stipulates, similar to NATO, that an attack against any
- 0:08Speaker 1: one of them shall be regarded as an attack against
- 0:11Speaker 1: them all. What do you make of some of these
- 0:13Speaker 1: types of moves. Let's talk about the Alliance for example,
- 0:16Speaker 1: what do you make of that more formalized alliance and
- 0:20Speaker 1: does that signal anything to you about where the Middle
- 0:23Speaker 1: East is headed?
- 0:28Speaker 2: Yeah, Omar, I think this is the result of concern
- 0:34Speaker 2: about the United States and whether the United States is
- 0:38Speaker 2: capable of responding. I think the United States has impacted
- 0:42Speaker 2: on its credibility and on its trust in terms of
- 0:46Speaker 2: whether or not the United States can provide the support
- 0:49Speaker 2: and the security that other countries need. And so these countries,
- 0:54Speaker 2: whether it's Europe, whether it's Turkey, and other countries have
- 0:58Speaker 2: decided to try to build coalitions that can provide for
- 1:02Speaker 2: their own security. I think all of that is a
- 1:05Speaker 2: reflection that there was a tremendous amount of concern about
- 1:08Speaker 2: whether the United States can really provide the support system
- 1:13Speaker 2: and the security that it used to provide in the past.
- 1:16Speaker 3: What do you think of this request for ideas, this
- 1:20Speaker 3: crowd sourcing notions for how to deal with Iran.
- 1:26Speaker 4: Well, I think it's a good idea. Now, CNN wasn't clear.
- 1:30Speaker 4: It's said in the headline they were requesting it of troops,
- 1:34Speaker 4: in the write up that says you're requesting it of analysts.
- 1:37Speaker 4: I can assure you that they didn't send me a note,
- 1:41Speaker 4: so I suspect they're trying to keep that internal to
- 1:43Speaker 4: the uniform military. Look, I was a send Coom planner
- 1:46Speaker 4: many many years ago. I was a planner many many
- 1:50Speaker 4: years ago, and we were always reaching out the different
- 1:54Speaker 4: intelligence agencies and other organizations to develop branches and sequels.
- 2:00Speaker 4: Not a sign of failure. It just is a sign that,
- 2:04Speaker 4: as we say, no plan survives first contact with the enemy.
- 2:08Speaker 4: So after you've been fighting the campaign for a while,
- 2:11Speaker 4: it's good for you to think about, now that we
- 2:14Speaker 4: know where we are, beyond what the plan said, how
- 2:18Speaker 4: do we take it forward. So I think it's refreshing
- 2:20Speaker 4: that Admiral Cooper is doing this. I think there are
- 2:23Speaker 4: many that suggest that this is a sign of failure.
- 2:28Speaker 4: I wouldn't consider it that at all. I think it's
- 2:30Speaker 4: a pretty good idea as a matter of fact.
- 2:32Speaker 3: So where do you think things stand? Today with Iran.
- 2:36Speaker 3: The President said he was calling off a planned bombing campaign.
- 2:40Speaker 3: He said there could be talks as soon as today.
- 2:42Speaker 3: The Iranians, they're not saying that there's any talks going on,
- 2:45Speaker 3: But if there are talks, do you think that I
- 2:48Speaker 3: don't know if this is the fourth, fifth, sixth, seventh,
- 2:50Speaker 3: or eight time, but do you think this will be
- 2:52Speaker 3: the charm?
- 2:56Speaker 4: Look, we've got a lot of diplomacy left in this
- 2:59Speaker 4: entire camp pain. I'm glad to see the President mentioned
- 3:03Speaker 4: nuclear capabilities because too many people are getting distracted by
- 3:08Speaker 4: the issue with the strait of Hoort moves. That is important,
- 3:10Speaker 4: no doubt, But the core elements of the plan and
- 3:14Speaker 4: the reason we went to military conflict, is to end
- 3:19Speaker 4: their nuclear program, push back their missile program, and cut
- 3:24Speaker 4: their links with proxies. And I fear that if we
- 3:27Speaker 4: focus too much on the straight of hor moves, we're
- 3:30Speaker 4: going to allow the Iranians to divert the entire campaign
- 3:35Speaker 4: from the core principles.
- 3:38Speaker 3: The Memorandum of Understanding, which is no longer in effect.
- 3:42Speaker 3: To what extent did that address your concerns about the
- 3:45Speaker 3: Iran nuclear program? If the United States gets back to
- 3:48Speaker 3: the memorandum and understanding.
- 3:50Speaker 5: Is that enough?
- 3:54Speaker 4: It's a start. You remember, the memorandum of understanding was
- 3:58Speaker 4: an agreement to start discussions. It was in many ways
- 4:03Speaker 4: meant to be a confidence building measure between the two
- 4:06Speaker 4: sides to see if we could get to the real diplomacy,
- 4:09Speaker 4: which were those three points that I mentioned. It obviously
- 4:13Speaker 4: didn't work. If we get back to a working memorandum
- 4:17Speaker 4: understanding that allows us to get back to negotiations on
- 4:21Speaker 4: the key principles, that'll be a good thing. I don't
- 4:24Speaker 4: think it's going to happen. I think we've got a
- 4:26Speaker 4: lot of war fighting enough to do. And that goes
- 4:30Speaker 4: back to what Admiral Cooper is trying to do. Figure
- 4:33Speaker 4: out some other ways in branches and sequels.
- 4:36Speaker 5: Right now appears Iran is not talking directly with the US.
- 4:40Speaker 5: What can truly be accomplished without direct talks.
- 4:43Speaker 6: Well, let's go back to the MOLU that was signed
- 4:45Speaker 6: back in June, and I don't have the exact language
- 4:48Speaker 6: in front of me, but it told Iroan to work
- 4:50Speaker 6: with Oman to develop a mechanism for managing navigation in
- 4:54Speaker 6: the Strait that would be consistent with international law and
- 4:58Speaker 6: the sovereign rights of the coastal state. So the MoU
- 5:01Speaker 6: does tell Iran to work through Aman on this or
- 5:05Speaker 6: work through this with Oman. I would expect then as
- 5:08Speaker 6: it becomes public, both regional allies will have an opinion,
- 5:13Speaker 6: and as I understand, they're generally favorable of whatever it
- 5:16Speaker 6: is that it says, and the US will have an
- 5:19Speaker 6: opinion as well. But at this point I'm not shocked
- 5:22Speaker 6: that Iran is working through the mechanism with Oman. Solely,
- 5:26Speaker 6: I think we need to see what it says, what
- 5:28Speaker 6: the provisions are that are within that agreement.
- 5:31Speaker 5: Okay, Meanwhile, there's threats going back and forth. Right now,
- 5:36Speaker 5: what do you believe Iran feels about this last chance threat?
- 5:42Speaker 6: So I think in some I'm not going to say,
- 5:44Speaker 6: they feel that they called the president's bluff, but the
- 5:46Speaker 6: president backed off. I think it for a variety of reasons,
- 5:50Speaker 6: one of them probably being that key allies in the Gulf,
- 5:54Speaker 6: particularly the Saudis, convinced him that it was time to
- 5:58Speaker 6: prioritize diplomatic efforts as opposed to additional military action. Even
- 6:03Speaker 6: though US Central Command has done a lot to destroy
- 6:06Speaker 6: Iranian naval capability, they haven't eliminated the threat in the
- 6:10Speaker 6: Strait of the Hormus, nor can they, And there's no
- 6:14Speaker 6: indication that they've moved the needle on Iran's strategic calculus,
- 6:17Speaker 6: so you know, there might be some question on the
- 6:20Speaker 6: efficacy of those strikes. The other thing I'd say is
- 6:23Speaker 6: Iran's activities of the last two weeks demonstrating that their
- 6:27Speaker 6: range and ability to hold regional energy infrastructure at risk
- 6:32Speaker 6: goes far beyond the Straits of Hormus, whether it's the
- 6:35Speaker 6: Huthies down at the Bablo Mandeb, attacks against ports in
- 6:38Speaker 6: the Red Sea, or even as far as Egypt. I
- 6:41Speaker 6: think our Gulf allies convinced the President that this is
- 6:46Speaker 6: not the time to try a very large military campaign
- 6:51Speaker 6: against Iran, and that again to prioritize those diplomatic efforts.
- 6:55Speaker 5: Okay, we also have Secretary of Rubio, who'say in US
- 6:59Speaker 5: was involved the negotiations between Iran and Oman. On the straight,
- 7:03Speaker 5: Iran has set its goal and talks with them on
- 7:05Speaker 5: is to set temporary arrangements lasting one to three months,
- 7:10Speaker 5: where and here's the quote, where Iran is dominant. Would
- 7:14Speaker 5: the US agree to that? Do they have a vote
- 7:17Speaker 5: or even a choice at this point?
- 7:19Speaker 6: Those are great questions I think, you know, we need
- 7:22Speaker 6: to see what it looks like. I think two things
- 7:26Speaker 6: that three things maybe that we'll look at. One is
- 7:29Speaker 6: what kind of fee structure, if any is there. Is
- 7:32Speaker 6: there some voluntary fee as the initial reporting said, that
- 7:36Speaker 6: would help pay for search and rescue, for the cost
- 7:38Speaker 6: of administering navigation, for environmental damage or is it a
- 7:41Speaker 6: flat out toll. I think that's definitely something that not
- 7:44Speaker 6: just the US but the rest of the world would oppose.
- 7:47Speaker 6: And then what kind of coordination will occur between Iran
- 7:52Speaker 6: and Oman in terms of the channels that they manage.
- 7:55Speaker 6: Perhaps that's where Iran seeks.
- 7:56Speaker 7: To be dominant.
- 7:57Speaker 6: And then third, what will be done interns of d
- 8:00Speaker 6: mining and making the channels safe for RANEE for commercial
- 8:05Speaker 6: traffic again in the strait of hormones.
- 8:07Speaker 8: The Center for Strategic to International Studies has done an
- 8:10Speaker 8: analysis of this. We are also hearing from our own
- 8:14Speaker 8: sources saying that these stockpiles, especially of things like Patriot missiles,
- 8:18Speaker 8: have been depleted in that case for the Patriots by
- 8:21Speaker 8: two thirds. So when the President says it makes America
- 8:25Speaker 8: look weak and he's frustrated with it, how big of
- 8:28Speaker 8: a problem is this in your estimation.
- 8:32Speaker 9: Yeah, good morning, Sarah. It is a big problem. I mean,
- 8:35Speaker 9: when you look at the figures, it's you know, to
- 8:37Speaker 9: deplete two thirds of our patriot resources for a conflict
- 8:43Speaker 9: with Iran when there are other conflicts going on, including Ukraine,
- 8:47Speaker 9: that becomes a big issue. And we also have to
- 8:49Speaker 9: keep in mind we might end up having to defend
- 8:53Speaker 9: a country like Taiwan in the face of Chinese aggression
- 8:56Speaker 9: potential Chinese aggression. So these are the kinds of things
- 8:59Speaker 9: that you know, should keep military planners up at night,
- 9:02Speaker 9: and they certainly seem to be keeping up the President
- 9:04Speaker 9: at night. And when you look at all the different
- 9:07Speaker 9: things that are going on in terms of the need
- 9:11Speaker 9: for these kinds of munitions, it really shows the need
- 9:15Speaker 9: to revamp the defense industrial base, and that, of course
- 9:18Speaker 9: is a very serious issue. The President and the Department
- 9:22Speaker 9: of Defense have started to work on that. The President
- 9:26Speaker 9: invoked the Defense Production Act this past month, and that's
- 9:30Speaker 9: certainly a start in fixing things. But in addition to
- 9:34Speaker 9: fixing these areas, what they also need to do is
- 9:37Speaker 9: develop more innovative weapons that are the cost effect. That
- 9:40Speaker 9: they're starting to do that, and that is one of
- 9:42Speaker 9: the things that of course should be part of the
- 9:45Speaker 9: Defense Department's agenda at this point.
- 9:48Speaker 8: Beth, I am curious. We've talked about this before, that
- 9:52Speaker 8: sort of Iran has this new tool to needle countries
- 9:55Speaker 8: that it finds to be hostile towards it, And that's
- 9:58Speaker 8: a straight up form moves. It used to be the
- 10:00Speaker 8: nuclear program. Now the Strait has become sort of its
- 10:05Speaker 8: favorite child. When you look at what they are doing
- 10:08Speaker 8: now by kind of bypassing talks with the United States
- 10:11Speaker 8: and going to Aman and making these demands. What does
- 10:14Speaker 8: this all mean for where we are in this war
- 10:18Speaker 8: and how long this could go on, and what this
- 10:21Speaker 8: is going to mean, for example, to the world's economy.
- 10:27Speaker 7: Right, I mean, there's a lot there, and I think
- 10:31Speaker 7: that you know, the big picture here is that Iran
- 10:35Speaker 7: is very emboldened right now. They're in a different place
- 10:38Speaker 7: strategically with the IRGC in control, as we have said
- 10:43Speaker 7: for many, many months, and they're really playing hardball. I mean,
- 10:46Speaker 7: after we bomb them for thirteen days straight, they turned
- 10:50Speaker 7: around after we ended that, they preemptively surprised the President
- 10:55Speaker 7: by sending ballistic missiles into our troops in Jordan, and
- 11:00Speaker 7: you know, so they are not going to be willing
- 11:04Speaker 7: to give up this option, and what they're doing right
- 11:08Speaker 7: now with this bilateral negotiation with Oman is definitely trying
- 11:13Speaker 7: to set up a permanent structure where they will control
- 11:17Speaker 7: the strait and what traffic goes into the strait. And
- 11:21Speaker 7: that means if an empty tanker wants to go in
- 11:24Speaker 7: and fill up oil from Kuwait or buy rain or whatever,
- 11:30Speaker 7: they could stop that from happening. And so you know,
- 11:33Speaker 7: over the long term, this would change not just the
- 11:37Speaker 7: structure of the Middle East and kind of who can
- 11:40Speaker 7: wield power there. Iran wants to do this to protect themselves,
- 11:44Speaker 7: but we have to think about all the other maritime
- 11:47Speaker 7: choke points in the world, and this could set a
- 11:51Speaker 7: cascading effect of other areas where countries say, hey, you know,
- 11:56Speaker 7: we want to exert more control. And so I think
- 11:59Speaker 7: it puts the United States and a huge bind