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JVP stance on debt traps, fertilizer import bans, ports and PC elections

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by Saman Indrajith

The JVP says that the country is caught-up in what it calls ‘debt-trap diplomacy’ and warns that Sri Lanka is poised to lose more national assets in the immediate future. “Several rating agencies downgraded Sri Lanka’s sovereign credit ratings, the long-term foreign-currency issuer and senior unsecured ratings, while the long-term foreign-currency issuer default rating signalling concerns about the country’s ability to fulfil foreign debt repayments. In the face of this crisis, the government will either have to print more currency, borrow more or sell off national assets,” says former JVP Kalutara District MP and Politburo member Dr Nalinda Jayatissa in an interview with the Sunday Island.

Excerpts:

Q: Some ministers have made statements about the possibility of holding elections for provincial councils. Is your party ready for provincial council elections?

A: They started speaking of provincial council elections only after Indian Foreign Secretary Harsh Vardhan Shringla’s recent visit. The visit has jolted the government into action. The elections are to be held not because people have asked for them but because India wants the government to have them. This indicates the present plight of our nation. In 2019, Gotabaya Rajapaksa came to power under the slogan of ‘Rata Rakina Viruva’ (The hero who protects the country). Now that same hero has succumbed to pressure from India, the US and China and many other foreign powers.

Q: Energy Minister Udaya Gammanpila says that Trincomalee oil tank farm had been given to India by former governments in 1987 and 2003. The present government tries to show they are on a mission get the tanks back from India. What is your party’s stand on this?

A: We believe that Trincomalee harbour and the oil tank farm were the reason for India shoving the Indo-Lanka Accord down our throat in 1987. The then President was supportive of US camp while India was supporting the USSR bloc. President Jayewardene was considering giving Trincomalee to the US. India was upset and invaded the air space of this country, dropped parippu and sent Indian ships to our waters to terrorize that government and coerce it to sign the Indo-Lanka Accord.

The correspondence between Jayewardene and Rajiv Gandhi before the signing of the Accord shows that India would not let Lanka make independent decisions about the use of Trincomalee harbour without India’s concurrence. But such conditions are not included in the agreement. In 2003, Ranil Wickremesinghe’s government leased 99 oil tanks for 35 years to India for an annual fee of 100,000 US dollars. A Memorandum of Understanding was signed to reach an agreement in six months. It is only with the signing of such an MoU that the lease would have had legal effect. However there has been no such agreement since 2003. Therefore, India does not have any legal hold of the oil tanks and that land. Yet, they have paid the annual fee for the past 18 years.

Gammanpila is only putting up a show. The former ministers who had the Ceylon Petroleum Corporation (CPC) under their purview, Susil Premjayantha, Anura Priyadarshana Yapa and Chandima Weerakkody, got cabinet papers passed in 2011, 2014 and 2016 stating that those oil tanks belong to the Lankan government. India continues to hold those tanks illegally. One of our trade unions in 2017 filed a case at the Supreme Court against this. The decision is pending.

In terms of the provisions of the Ceylon Petroleum Corporation Act No. 28 of 1961, only the CPC can import petroleum to this country. Ranil Wickremesinghe broke that monopoly in 2004 and gave permission to Lanka Indian Oil Corporation (LIOC) to import fuel for 20 years with effect from January that year. That permission expires in December, 2023. Then the monopoly of petroleum importing, exporting, storing, refining, distributing and selling will return to the CPC. If government would not extend this permit, then India will lose its argument for the need to use Trincomalee Tank Farm. India’s present need is to get the oil tanks and the land they stand on for another 50 to 60 years. That was the primary objective of the Indian Foreign Secretary’s visit. Their actual target is the Trincomalee harbour and the oil tank farm gives them a foothold to move in that direction.

Q: So it’s all about Trincomalee harbour?

A: Yes, it is. Not a single harbour but many. The harbour in Trincomalee is considered one of the finest deep-sea, natural harbours in a strategic location. Sri Lanka’s geostrategic location is vital not only for the Asia-Pacific region but for the entire world. The importance of that location finally depends on the control of our harbours. We have three main harbours in Colombo, Hambantota and Trincomalee. What has happened to them? Hambantota is now owned by China for 198 years. It is China that controls the Hambantota port and its surrounding land of 15,000 acres. The Trincomalee harbour is being eyed by India. Then we have the Colombo Port, which is considered one of the busiest harbours in the Indian Ocean and is at No. 24 in the Top 50 World Container Ports list.

This position could be bettered if we could increase the depth of the access route to that port, deepen and expand the terminals and berths and increase the number of terminal operations opening the way for the world’s largest vessels to enter the Colombo Port. Now South Asia Gateway Terminal (SAGT) with berth of 18 meter depth is controlled by China. Mahinda Rajapaksa gave it to China for 35 years in 2012. Basil Rajapaksa recently brought a cabinet paper to give 13 acres of adjacent land to China to set up an operational and service center. So, even when the 35-year period ends, China will still have control there.

When China is given such hold, other countries also try to get a piece of the pie. The Selendiva project will enable selling many adjacent areas covering the Grand Oriental Hotel, Gafoor Building, York Building, Foreign Ministry and the old GPO. The Bank of Ceylon (York Street) is earmarked to be moved to Battaramullla, so that land too could be sold. There had been an attempt to give away the East Container Terminal (ECT) to an Indian company but it was suspended owing to protests. SAGT could be taken back by the Ports Authority in 2028. Currently it is under John Keells Holdings which is the local agent of India’s Adani Group that is involved in the West Container Terminal (WCT) development. After building that terminal, the two most important terminals of the Colombo Port will be controlled by China and India. This process shows how we have lost control of the three most important terminals during the past ten years. The income they earn is taken by foreigners to their countries leaving us with little.

Historical records show that the harbours have been among the most important feature in our civilisation. Recent archaeological findings yield evidence to prove that the Anuradhapura civilisation had been founded on the Mathota harbour which is said to be in Mannar. It was this harbour that supported the thriving Anuradhapura civilisation that constructed giant stupas and tanks during the 400 years from 150 AD to 250 AD.

During that period, South Indian traders invaded the Anuradhapura kingdom and ruled it intermittently when they had the control of Mathota and its resources. King Elara ruled that kingdom for 44 years and took away what it generated to South India. Later five other South Indian rulers before King Vattagamani Abhaya did the same. They took home what was earned from that harbour. They (the harbours) have been a principal prop of our civilisation.

Even when the Portuguese came here, they asked the King of Kotte only for one thing – that was to build a fort near the Colombo port. The present day rulers are depriving this country and its people the ownership of those harbours and thereby we lose the country’s geostrategic importance.

Q: The government describes those transactions as investments. Do not we need such investments?

A: China spent only USD 500 million to develop South Terminal of Colombo Port. The Lankan government took a loan of USD 1,400 million to build the Hambantota port. If the government took a loan of USD 500 million instead and developed the South Terminal of the Colombo Port, then we would have earned profits from there. China or India will not come here to invest in our health, transport or education sectors. Their investments have the objective of snaring us in a debt trap and taking control of our assets.

Even the previous governments used to have similar excuses. They used to say there were loss making enterprises which needed to be privatized. That has no place in the present times, so they use the word investments. For example, 40 percent of the Kerawalapitiya power plant is being sold to America’s New Fortress Energy (NFE). That plant is built and we could earn profits in the years ahead. Now it is being sold. The government is handing over the gas pipeline and floating storage system for the Kerawalapitiya power plant with the entire supply of gas to the NFE for a period of 10 years. There is massive waste, fraud and corruption in awarding this contract.

A contract has been awarded to the company without a tender to supply liquefied natural gas for 10 years at a cost of US$ 6 billion. Usually, we need electricity from the Kerawalapitiya power plant only between 6.00 pm and 12.00 pm. The ‘Take or Pay’ (TOP) deal to which we have committed ourselves is hugely disadvantageous as we will be paying for LNG we will not be using because we don’t need it. Could such deals be called investments?

This power plant is to supply around 35 percent of the power generated to the national grid. So NFE will have a near power supply monopoly in this country. It will also have the opportunity to place ships for floating storage near Colombo harbour permanently. These are not investments. If they really are investments, the government should have called for separate tenders for the floating storage and the pipeline and kept the ownership of the plant 100 percent. Gas could have been purchased at the world market prices through spot tender or term tender processes.

Q: The government says that there is economic instability therefore they are compelled to take such decisions. Is this true?

A: It is those whoz had governed this country since Independence, who should be held responsible for the current economic instability. As of now the country’s sum total of debt is nearly 17,000 billion rupees. Our total revenue is not sufficient to pay the loan and interest instalments. In this scenario, the government has solutions such as printing money, taking more loans and selling off national assets to pay the loans. It is said that the government has printed currency notes worth Rs 1,400 billions during the past 20 months. It is a sum equal to total government revenue for a year. This would certainly result in inflation.

People should ask the question why we have borrowed so much. We as a nation are trapped in debt raised for loans taken for mega projects some of which were not our priorities. A country with an economy like this should never have borrowed to build an International Cricket Stadium at Sooriyawewa, an International Convention Hall at Hambantota or the Lotus Tower in Colombo. These are neither essential nor priorities. The loans taken to pay for them were many times their actual cost with commissions ending up in the pockets of politicians. Whenever there are international exposés such as the recent Pandora Papers, many names of Lankans surface. They show how such commissions are stashed away in overseas accounts. What these political leaders do is show people a mega project and take their cut. When the loan cannot be settled they sell off national assets. This is the ultimate consequence of a process known as ‘debt-trap diplomacy’. We are in this plight because of a corrupt political culture.

Q: Hardly a day passes without a protest. Farmers stage protests everywhere in the rural hinterland demanding fertilizer. What’s the JVP standpoint on this fertilizer issue? Do you recommend continued use of chemical fertilizers?

A: The first excuse of the government when they abruptly stopped imports of chemical fertilizers, insecticides, weedicides and pesticides was that this was done to save dollars going out of the country. Then weeks later they said the ban was to save people from kidney disease and cancer. Organic fertilizers are fine but no country can switch from chemical to organic all at once. It is not feasible to ask farmers to go organic in the next Maha season soon after the end of Yala season. Farmers, agricultural scientists and everyone who dared to open their mouths in the Agriculture Ministry repeatedly said that this was not practical. But the President and the government did not listen. Now we are in a crisis. This will surely result in a food scarcity in a few months time.

The government says that it will compensate the farmers for crop losses if that happens. Such compensation would be sufficient only for few months for the farmers. But what about the food shortages? You cannot eat currency notes. This is just another example for the whimsical nature of this President. Apart from that there is a serious doubt whether this is just the beginning of a plan with the objective of compelling farmers to sell their land. When farmers cannot cultivate for two or three seasons, they have no option but to give up their livelihoods. They will have to sell their land or lease them to companies. This is an agricultural country. When agriculture is destroyed this country would go bankrupt in few years time.



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The NPP Government is more than a JVP offspring:

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Rohana Wijeweera

It is also different from all past governments as it faces new and different challenges

No one knows whether the already broken ceasefire between the US and Iran, with Israel as a reluctant adjunct, will last the full 10 days, or what will come thereafter. The world’s economic woes are not over and the markets are yo-yoing in response to Trump’s twitches and Iran’s gate keeping at the Strait of Hormuz. The gloomy expert foretelling is that full economic normalcy will not return until the year is over even if the war were to end with the ceasefire. That means continuing challenges for Sri Lanka and more of the tough learning in the art of governing for the NPP.

The NPP government has been doing what most governments in Asia have been doing to cope with the current global crisis, which is also an Asian crisis insofar as oil supplies and other supply chains are concerned. What the government can and must do additionally is to be totally candid with the people and keep them informed of everything that it is doing – from monitoring import prices to the timely arranging of supplies, all the details of tender, the tracking of arrivals, and keeping the distribution flow through the market without bottlenecks. That way the government can eliminate upstream tender rackets and downstream hoarding swindles. People do not expect miracles from their government, only honest, sincere and serious effort in difficult circumstances. Backed up by clear communication and constant public engagement.

But nothing is going to stop the flow of criticisms against the NPP government. That is a fact of Sri Lankan politics. Even though the opposition forces are weak and have little traction and even less credibility, there has not been any drought in the criticisms levelled against the still fledgling government. These criticisms can be categorized as ideological, institutional and oppositional criticisms, with each category having its own constituency and/or commentators. The three categories invariably overlap and there are instances of criticisms that excite only the pundits but have no political resonance.

April 5 anniversary nostalgia

There is also a new line of criticism that might be inspired by the April 5 anniversary nostalgia for the 1971 JVP insurrection. This new line traces the NPP government to the distant roots of the JVP – its April 1965 founding “in a working-class home in Akmeemana, Galle” by a 22-year old Rohana Wijeweera and seven others; the short lived 1971 insurrection that was easily defeated; and the much longer and more devastating second (1987 to 1989) insurrection that led to the elimination of the JVP’s frontline leaders including Wijeweera, and brought about a change in the JVP’s political direction with commitment to parliamentary democracy. So far, so good, as history goes.

But where the nostalgic narrative starts to bend is in attempting a straight line connection from the 1965 Akmeemana origins of the JVP to the national electoral victories of the NPP in 2024. And the bend gets broken in trying to bridge the gap between the “founding anti-imperialist economics” of the JVP and the practical imperatives of the NPP government in “governing a debt-laden small open economy.” Yet this line of criticism differs from the other lines of criticism that I have alluded to, but more so for its moral purpose than for its analytical clarity. The search for clarity could begin with question – why is the NPP government more than a JVP offspring? The answer is not so simple, but it is also not too complicated.

For starters, the JVP was a political response to the national and global conditions of the 1960s and 1970s, piggybacking socialism on the bandwagon of ethno-nationalism in a bi-polar world that was ideologically split between status quo capitalism and the alternative of socialism. The NPP government, on the other hand, is not only a response to, but is also a product of the conditions of the 2010s and 2020s. The twain cannot be more different. Nothing is the same between then and now, locally and globally.

A pragmatic way to look at the differences between the origins of the JVP and the circumstances of the NPP government is to look at the very range of criticisms that are levelled against the NPP government. What I categorize as ideological criticisms include criticisms of the government’s pro-IMF and allegedly neo-liberal economic policies, as well as the government’s foreign policy stances – on Israel, on the current US-Israel war against Iran, the geopolitics of the Indian Ocean, and the apparent closeness to the Modi government in India. These criticisms emanate from the non-JVP left and Sinhala Buddhist nationalists.

Strands of nationalism

To digress briefly, there are several strands in the overall bundle of Sri Lankan nationalism. There is the liberal inclusive strand, the left-progressive strand, the exclusive Sinhala Buddhist Nationalist (SBN) strand, and the defensive strands of minority nationalisms. Given Sri Lanka’s historical political formations and alliances, much overlapping goes on between the different strands. The overlapping gets selective on an issue by issue basis, which in itself is not unwelcome insofar as it promotes plurality in place of exclusivity.

Historically as well, and certainly after 1956, the SBN strand has been the dominant strand of nationalism in Sri Lanka and has had the most influential say in every government until now. Past versions of the JVP frequently straddled the dominant SBN space. Currently, however, the dominant SBN strand is in one of its more dormant phases and the NPP government could be a reason for the current dormancy. This is an obvious difference between the old JVP and the new NPP.

A second set of criticisms, or institutional criticisms, emanate from political liberals and human rights activists and these are about the NPP government’s actions or non-actions in regard to constitutional changes, the future of the elected executive presidency, the status of provincial devolution and the timing of provincial council elections, progress on human rights issues, the resolution of unfinished postwar businesses including the amnesia over mass graves. These criticisms and the issues they represent are also in varying ways the primary concerns of the island’s Tamils, Muslims and the Malaiyaka (planntationn) Tamils. As with the overlapping between the left and the non-minority nationalists, there is also overlapping between the liberal activists and minority representatives.

A third category includes what might be called oppositional criticisms and they counterpose the JVP’s past against the NPP’s present, call into question the JVP’s commitment to multi-party democracy and raise alarms about a creeping constitutional dictatorship. This category also includes criticisms of the NPP government’s lack of governmental experience and competence; alleged instances of abuse of power, mismanagement and even corruption; alleged harassment of past politicians; and the failure to find the alleged mastermind behind the 2019 Easter bombings. At a policy and implementational level, there have been criticisms of the government’s educational reforms and electricity reforms, the responses to cyclone Ditwah, and the current global oil and economic crises. The purveyors of oppositional criticisms are drawn from the general political class which includes political parties, current and past parliamentarians, as well as media pundits.

Criticisms as expectations

What is common to all three categories of criticisms is that they collectively represent what were understood to be promises by the NPP before the elections, and have become expectations of the NPP government after the elections. It is the range and nature of these criticisms and the corresponding expectations that make the NPP government a lot more than a mere JVP offspring, and significantly differentiate it from every previous government.

The deliverables that are expected of the NPP government were never a part of the vocabulary of the original JVP platform and programs. The very mode of parliamentary politics was ideologically anathema to the JVP of Akmeemana. And there was no mention of or concern for minority rights, or constitutional reforms. On foreign policy, it was all India phobia without Anglo mania – a halfway variation of Sri Lanka’s mainstream foreign policy of Anglo mania and India phobia. For a party of the rural proletariat, the JVP was virulently opposed to the plantation proletariat. The JVP’s version of anti-imperialist economics would hardly have excited the Sri Lankan electorate at any time, and certainly not at the present time.

At the same time, the NPP government is also the only government that has genealogical antecedents to a political movement or organization like the JVP. That in itself makes the NPP government unique among Sri Lanka’s other governments. The formation of the NPP is the culmination of the evolution of the JVP that began after the second insurrection with the shedding of political violence, acceptance of political plurality and commitment to electoral democracy.

But the evolution was not entirely a process of internal transformation. It was also a response to a rapidly and radically changing circumstances both within Sri Lanka and beyond. This evolution has not been a rejection of the founding socialist purposes of the JVP in 1968, but their adaptation in the endless political search, under constantly changing conditions, for a non-violent, socialist and democratic framework that would facilitate the full development of the human potential of all Sri Lankans.

The burden of expectations is unmistakable, but what is also remarkable is their comprehensiveness and the NPP’s formal commitment to all of them at the same time. No previous government shouldered such an extensive burden or showed such a willing commitment to each and every one of the expectations. In the brewing global economic crisis, the criticisms, expectations and the priorities of the government will invariably be focussed on keeping the economy alive and alleviating the day-to-day difficulties of millions of Sri Lankan families. While what the NPP government can and must do may not differ much from what other Asian governments – from Pakistan to Vietnam – are doing, it could and should do better than what any and all past Sri Lankan governments did when facing economic challenges.

by Rajan Philips

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A Fragile Ceasefire: Pakistan’s Glory and Israel’s Sabotage

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Smokes over Beirut: Israel’s Ceasefire Attack on Hezbollah in Lebanon

After threatening to annihilate one of the planet’s oldest civilizations, TACO* Trump chickened out again by grasping the ceasefire lifeline that Pakistan had assiduously prepared. Trump needed the ceasefire badly to stem the mounting opposition to the war in America. Israeli Prime Minister Netanyahu wanted the war to continue because he needed it badly for his political survival. So, he contrived a fiction and convinced Trump that Lebanon is not included in the ceasefire. Trump as usual may not have noticed that Pakistan’s Prime Minister Shehbaz Shariff had clearly indicated Lebanon’s inclusion in his announcement of the ceasefire at 7:50 PM, Tuesday, on X. Ten minutes before Donald Trump’s fake deadline.

True to form on Wednesday, Israel unleashed the heaviest assault by far on Lebanon, reportedly killing over 300 people, the highest single-day death toll in the current war. Iran responded by re-closing the Strait of Hormuz and questioning the need for talks in Islamabad over the weekend. There were other incidents as well, with an oil refinery attacked in Iran, and Iranian drones and missiles slamming oil and gas infrastructure in UAE, Saudi Arabia, Bahrain and Qatar.

The US tried to insist that Lebanon is not part of the ceasefire, with the argumentative US Vice President JD Vance, who was in Budapest, Hungary, campaigning for Viktor Orban, calling the whole thing a matter of “bad faith negotiation” as well as “legitimate misunderstanding” on the part of Iran, and warning Iran that “it would be dumb to jeopardise its ceasefire with Washington over Israel’s attacks in Lebanon.”

But as the attack in Lebanon drew international condemnation – from Pope Leo to UN Secretary General António Guterres, and several world leaders, and amidst fears of Lebanon becoming another Gaza with 1,500 people including 130 children killed and more than a million people displaced, Washington got Israel to stop its “lawn mowing” in southern Lebanon.

Prime Minister Benjamin Netanyahu agreed to “open direct negotiations with Lebanon as soon as possible,”. Lebanese President Joeseph Aoun has also called for “a ceasefire between Israel and Lebanon, followed by direct negotiations between them.” Israel’s involvement in Lebanon remains a wild card that threatens the ceasefire and could scuttle the talks between the US and Iran scheduled for Saturday in Islamabad.

Losers and Winners

After the ceasefire, both the Trump Administration and Iran have claimed total victories while the Israeli government wants the war to continue. The truth is that after more than a month into nonstop bombing of Iran, America and Israel have won nothing. Only Iran has won something it did not have when Trump and Netanyahu started their war. Iran now has not only a say over but control of the Strait of Hormuz. The ceasefire acknowledges this. Both Trump and Netanyahu are under fire in their respective countries and have no allies in the world except one another.

The real diplomatic winner is Pakistan. Salman Rushdie’s palimpsest-country has emerged as a key player in global politics and an influential mediator in a volatile region. Pakistan’s Prime Minister Shehbaz Sharif and Chief of Defence Field Marshal Asim Munir have both been praised by President Trump and credited for achieving the current ceasefire. The Iranian regime has also been effusive in its praise of Pakistan’s efforts.

It is Pakistan that persisted with the effort after initial attempts at backdoor diplomacy by Egypt, Pakistan and Türkiye started floundering. Sharing a 900 km border and deep cultural history with Iran, and having a skirmish of its own on the eastern front with Afghanistan, Pakistan has all the reason to contain and potentially resolve the current conflict in Iran. Although a majority Sunni Muslim country, Pakistan is home to the second largest Shia Muslim population after Iran, and is the easterly terminus of the Shia Arc that stretches from Lebanon. The country also has a mutual defense pact with Saudi Arabia that includes Pakistan’s nuclear cover for the Kingdom. An open conflict between Iran and Saudi Arabia would have put Pakistan in a dangerously awkward position.

It is now known and Trump has acknowledged that China had a hand in helping Iran get to the diplomatic table. Pakistan used its connections well to get Chinese diplomatic reinforcement. Pakistani Foreign Minister Ishaq Dar flew to Beijing to brief his Chinese counterpart and secured China’s public support for the diplomatic efforts. The visit produced a Five-Point Plan that became a sequel to America’s 15-point proposal and the eventual ten-point offer by Iran.

There is no consensus between parties as to which points are where and who is agreeing to what. The chaos is par for the course the way Donald Trumps conducts global affairs. So, all kudos to Pakistan for quietly persisting with old school toing and froing and producing a semblance of an agreement on a tweet without a parchment.

It is also noteworthy that Israel has been excluded from all the diplomatic efforts so far. And it is remarkable, but should not be surprising, the way Trump has sidelined Isreal from the talks. Prime Minister Netanyahu has been enjoying overwhelming support of Israelis for starting the war of his life against Iran and getting the US to spearhead it. But now the country is getting confused and is exposed to Iranian missiles and drones far more than ever before. The Israeli opposition is finally coming alive realizing what little has Netanyahu’s wars have achieved and at what cost. Israel has alienated a majority of Americans and has no ally anywhere else.

It will be a busy Saturday in Islamabad, where the US and Iranian delegations are set to meet. Iran would seem to have insisted and secured the assurance that the US delegation will be led by Vice President Vance, while including Trump’s personal diplomats – Steve Witkoff and son-in-law Jared Kushner. Iran has not announced its team but it is expected to be led, for protocol parity, by Iran’s Speaker Mohammad Bagher Ghalibaf, and will likely include its suave Foreign Minister Abbas Araghchi. Vice President Vance’s attendance will be the most senior US engagement with Iran since Secretary of State John Kerry negotiated the 2015 nuclear deal under President Obama.

The physical arrangements for the talks are still not public although Islamabad has been turned into a security fortress given the stakes and risks involved. The talks are expected to be ‘indirect’, with the two delegations in separate rooms and Pakistani officials shuttling between them. The status of Iran’s enriched uranium and the reopening of the Strait of Hormuz will be the major points of contention. After Netanyahu’s overreach on Wednesday, Lebanon is also on the short list

The 2015 nuclear deal (the Joint Comprehensive Action Plan) took months of negotiations and involved multiple parties besides the US and Iran, including China, France, Germany, UK, Russia and the EU. That served the cause of regional and world peace well until Trump tore up the deal to spite Obama. It would be too much to expect anything similar after a weekend encounter in Islamabad. But if the talks could lead to at least a permanent ceasefire and the return to diplomacy that would be a huge achievement.

(*As of 2025–2026, Donald Trump is nicknamed “TACO Trump” by Wall Street traders and investors as an acronym for “”. This term highlights a perceived pattern of him making strong tariff threats that cause market panic, only to later retreat or weaken them, causing a rebound.)

by Rajan Philips

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CIA’s hidden weapon in Iran

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We are passing through the ten-day interregnum called a ceasefire over the War on Iran. The world may breathe briefly, but this pause is not reassurance—it is a deliberate interlude, a vacuum in which every actor positions for the next escalation. Iran is far from secure. Behind the veneer of calm, external powers and local forces are preparing, arming, and coordinating. The United States is unlikely to deploy conventional ground troops; the next moves will be executed through proxies whose behaviour will defy expectation. These insurgents are shaped, guided, and amplified by intelligence and technology, capable of moving silently, striking precisely, and vanishing before retaliation. The ceasefire is not peace—it is the prelude to disruption.

The Kurds, historically instruments of Tehran against Baghdad, are now vectors for the next insurgency inside Iran. This movement is neither organic nor local. It is externally orchestrated, with the CIA as the principal architect. History provides the blueprint: under Mohammad-Reza Shah Pahlavi, Kurdish uprisings were manipulated, never supported out of sympathy. They were instruments of leverage against Iraq, a way to weaken a rival while projecting influence beyond Iran’s borders. Colonel Isa Pejman, Iranian military intelligence officer who played a role in Kurdish affairs, recalled proposing support for a military insurgency in Iraq, only for the Shah to respond coldly: “[Mustafa] Barzani killed my Army soldiers… please forget it. The zeitgeist and regional context have been completely transformed.” The Kurds were pawns, but pawns with strategic weight. Pejman later noted: “When the Shah wrote on the back of the letter ‘Accepted’ to General Pakravan, I felt I was the true leader of the Kurdish movement.” The seeds planted then are now being activated under new, technologically empowered auspices.

Iran’s geographic vulnerabilities make this possible. The Shah understood the trap: a vast territory with porous borders, squeezed by Soviet pressure from the north and radical Arab states from the west. “We are in a really terrible situation since Moscow’s twin pincers coming down through Kabul and Baghdad surround us,” he warned Asadollah Alam. From Soviet support for the Mahabad Republic to Barzani’s dream of a unified Kurdistan, Tehran knew an autonomous Kurdish bloc could destabilize both Iraq and Iran. “Since the formation of the Soviet-backed Mahabad Republic, the Shah had been considerably worried about the Kurdish threat,” a US assessment concluded.

Today, the Kurds’ significance is operational, not symbolic. The CIA’s recent rescue of a downed F-15 airman using Ghost Murmur, a quantum magnetometry system, demonstrated the reach of technology in intelligence operations. The airman survived two days on Iranian soil before extraction. This was not a simple rescue; it was proof that highly mobile, technologically augmented operations can penetrate Iranian territory with surgical precision. The same logic applies to insurgency preparation: when individuals can be tracked through electromagnetic signatures, AI-enhanced surveillance, and drones, proxy forces can be armed, guided, and coordinated with unprecedented efficiency. The Kurds are no longer pawns—they are a living network capable of fracturing Iranian cohesion while providing deniability to foreign powers.

Iran’s engagement with Iraqi Kurds was always containment, not empowerment. The Shah’s goal was never Kurdish independence. “We do not approve an independent [Iraqi] Kurdistan,” he stated explicitly. Yet their utility as instruments of regional strategy was undeniable. The CIA’s revival of these networks continues a long-standing pattern: insurgent groups integrated into the wider calculus of international power. Israel, Iran, and the Kurds formed a triangular strategic relationship that terrified Baghdad. “For Baghdad, an Iranian-Israeli-Kurdish triangular alliance was an existential threat,” contemporary reports noted. This is the template for modern manipulation: a networked insurgency, externally supported, capable of destabilizing regimes from within while giving foreign powers plausible deniability.

Iran today faces fragility. Years of sanctions, repression, and targeted strikes have weakened educational and scientific hubs; Sharif University in Tehran, one of the country’s leading scientific centres, was bombed. Leaders, scholars, and innovators have been eliminated. Military readiness is compromised. Generations-long setbacks leave Iran exposed. Against this backdrop, a Kurdish insurgency armed with drones, AI-supported surveillance, and precision munitions could do more than disrupt—it could fracture the state internally. The current ten-day ceasefire is a mirage; the next wave of revolt is already being orchestrated.

CIA involvement is deliberate. Operations are coordinated with allied intelligence agencies, leveraging Kurdish grievances, mobility, and ethnolinguistic networks. The Kurds’ spread across Iran, Iraq, Turkey, and Syria provides operational depth—allowing insurgents to strike, vanish, and regroup with impunity. Barzani understood leverage decades ago: “We could be useful to the United States… Look at our strategic location on the flank of any possible Soviet advance into the Middle East.” Today, the calculation is inverted: Kurds are no longer instruments against Baghdad; they are potential disruptors inside Tehran itself.

Technology is central. Ghost Murmur’s ability to detect a single heartbeat remotely exemplifies how intelligence can underpin insurgent networks. Drones, satellite communications, AI predictive modeling, and battlefield sensors create an infrastructure that can transform a dispersed Kurdish insurgency into a high-precision operation. Iran can no longer rely on fortifications or loyalty alone; the external environment has been recalibrated by technology.

History provides the roadmap. The Shah’s betrayal of Barzani after the 1975 Algiers Agreement demonstrated that external actors can manipulate both Iranian ambitions and Kurdish loyalties. “The Shah sold out the Kurds,” Yitzhak Rabin told Kissinger. “We could not station our troops there and keep fighting forever,” the Shah explained to Alam. The Kurds are a pivot, not a cause. Networks once acting under Tehran’s influence are now being repurposed against it.

The insurgency exploits societal fissures. Kurdish discontent in Iran, suppressed for decades, provides fertile ground. Historical betrayal fuels modern narratives: “Barzani claimed that ‘Isa Pejman sold us out to the Shah and the Shah sold us out to the US.’” Intelligence agencies weaponize these grievances, pairing them with training, technological augmentation, and covert support.

Geopolitically, the stakes are immense. The Shah’s defensive-offensive doctrine projected Iranian influence outward to neutralize threats. Today, the logic is inverted: the same networks used to contain Iraq are being readied to contain Iran. A technologically augmented Kurdish insurgency, covertly backed, could achieve in months what decades of sanctions, diplomacy, or repression have failed to accomplish.

The operation will be asymmetric, high-tech, and dispersed. UAVs, quantum-enhanced surveillance, encrypted communications, and AI-directed logistics will dominate. Conventional Iranian forces are vulnerable to this type of warfare. As Pejman reflected decades ago, “Our Army was fighting there, rather than the Kurds who were harshly defeated… How could we keep such a place?” Today, the challenge is magnified by intelligence superiority on the insurgents’ side.

This is not a temporary flare-up. The CIA and its allies are constructing a generational network of influence. Experience from Iraq, Syria, and Lebanon proves these networks endure once operationalised. The Shah recognized this: “Iran’s non-state foreign policy under the Shah’s reign left a lasting legacy for the post-Revolution era.” Today, those instruments are being remade as vectors of foreign influence inside Iran.

The future is stark. Iran faces not simply external threats, but a carefully engineered insurgency exploiting historical grievances, technological superiority, and precise intelligence. The Kurds are central. History, technology, and geopolitical calculation converge to create a transformative threat. Tehran’s miscalculations, betrayals, and suppressed grievances now form the lattice for this insurgency. The Kurds are positioned not just as an ethnic minority, but as a vector of international strategy—Tehran may be powerless to stop it.

Iran’s containment strategies have been weaponized, fused with technology, and inverted against it. The ghosts of Barzani’s Peshmerga, the shadows of Algiers, and the Shah’s strategic vision now converge with Ghost Murmur, drones, and AI. Tehran faces a paradox: the instruments it once controlled are now calibrated to undermine its authority. The next Kurdish revolt will not only fight in the mountains but in the electromagnetic shadows where intelligence operates, consequences are lethal, and visibility is scarce.

by Nilantha Ilangamuwa

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