Features
Policies call for coordination in power sector
by Neville Ladduwahetty
The material presented below relates to the policies explored by successive governments to meet the rising demands for water and electric power. Consequently, the policies adopted are with the intention of either increasing demands for water and power generation capacities, directly or indirectly, as a byproduct of another policy. They are presented as contradictions herein as the objective achieved by implementing one policy contradicts directly or impacts negatively on the objectives of another policy. For instance, new projects are pursued at considerable cost without expanding existing facilities to meet near identical power generation capabilities. Another instance is that water demands in one region are met at the cost of impacting negatively on existing power generation capacities.
Addressed below are three projects that expand on the above general claims:
1. Calling for bids to build, operate and transfer a new 350MW Liquid Nitrogen Gas (LNG) plant in Kerawalapitiya at a cost to the government’s Renewable Energy Programme.
2. Building new plants without expanding capacities at Victoria and Kotmale.
3. To transfer water to the Northern Province by transferring water from Randenigala to Moragahakanda at a loss of power generation at Randenigala and impacting negatively on the supply of water to the left and right banks of the Mahaweli at Minipe.
350 MW LNG PLANT at KERAWALAPITIYA
The most recent contradiction in the Power Sector is the Framework Agreement signed by the Government of Sri Lanka with New Fortress Energy (NFE), an American energy-based Company on September 17, 2021, to introduce LNG as the source to generate electric power. Since this is a fossil fuel it would be a set-back to the government’s own programme for Renewable Energy.
According to a press release issued by New Fortress Energy on September 21, 2021, and reported by NEW YORK–(BUSINESS WIRE) “The Government of the Democratic Socialist Republic of Sri Lanka (GOSL) jointly announced today that they have executed a definitive agreement for New Fortress’ investment in West Coast Power Limited (WCP), the owner of the 310 MW Yugadanavi Power Plant, based in Colombo, along with the rights to develop a new LNG Terminal off the coast of Colombo, the capital city. As part of the transaction, New Fortress will have gas supply rights to the Kerawalapitiya Power Complex, where 310 MW of power is operational today and an additional 700 MW scheduled to be built, of which 350 MW is scheduled to be operational by 2023”.
This means that as a result of the deal with NFE the total power generating complex at Kerawalapitiya would consist of the existing 310 MW plant, the 350 MW plant expected to be completed in 2023, and another new 350 MW plant to be built latter, thus making a total of 1010 MW of power generation. Furthermore, all these plants would be operating on LNG. In order to make all three plants operational, NFE has retained the right to develop a new LNG Terminal and as reported, with exclusive rights to supply LNG for a period of five years with the provision to renew supplies for a further 10 years.
Leaving aside the merits and demerits of the deal with NFE, there is a need to understand the overall status relating to the power sector. With implementation of the deal with NFE, what Sri Lanka would end up would be a 1010 MW LNG plant at Kerawalapitiya, 900 MW of a coal-fired plant at Norochcholai and a commitment to increase Renewable Energy (RE). Therefore, instead of expanding the capacities at Kerawalapitiya to 1010 MW, the deal with NFE from the perspective of Sri Lanka’s national interests, particularly from an environmental point of view, should be to convert the existing coal-fired plant at Norochcholai to LNG along with the LNG Terminal from Kerawalapitiya to Norochcholai. Such a shift of focus from Kerawalapitiya to Norochcholai would not affect progress on the RE Programme. Furthermore, converting from coal to LNG would significantly improve the quality of the environment in and around Norochcholai.
EXPANDING CAPACITIES AT VICTORIA AND KOTMALE
Another contradiction is the policy of the government to call for bids to set up a new 350 MW LNG plant at Kerawalapitiya without expanding the capacities of existing plants. A glaring example of this is that the recommendations proposed in a “Feasibility Study for Expansion of Victoria Hydropower Station”, dated June 2009, undertaken for the Ministry of Power and Energy on behalf of Japan International corporation Agency (JICA), have not been explored.
Section 6.1 of this report states: “The expansion of the Victoria Hydropower Station is composed of a headrace tunnel, a surge tank, penstock(s) and a powerhouse. The water intake was already constructed for the purpose of future expansion of the hydropower facility during the construction of the existing Victoria dam…One possible option of expansion plan is simply to place these components nearby the existing hydropower facility…referred to as ‘Basic Option’” (p. 29). Although the Report presents two other options, what is recommended is “to place an expansion powerhouse nearby the existing powerhouse facility.”
In the Section under Conclusions and Recommendations, the Report states: “Based on the results in (5) above, the Project is to connect the existing intake for the expansion and a new powerhouse to be located next to the existing powerhouse with a waterway parallel to the existing waterway. Water for generation of 140 m3/s is to be taken at the existing intake for the expansion and led through the headrace tunnel and penstock to the surface type powerhouse. The installed capacity is 228 MW with 2 units, and 716 GWh of annual energy are obtained with the existing and expansion power facilities (210 MW and 228 MW). Power generated is evacuated to the CEB grid through the existing transmission lines” (Ibid, p.4).
The material presented above clearly demonstrates that a real opportunity exists to double the capacity at Victoria using a resource that is not only the cleanest and cheapest resource to generate power but also one that allows these freely available resources to be wasted without making full use of their potential. It is indeed a serious omission to pursue new power generation units such as at Kerawalapitiya without expanding capacities at existing power generation units such as at Victoria.
TRANSFER of WATER to the NORTH
Yet another contradiction is the construction of the Upper Elahera Canal to transfer water from Moragahakanda to the Iranamadu Tank in the Northern Province. To achieve such an objective, it is necessary to transfer a considerable volume of water from Randenigala which is below the Victoria Hydropower Scheme back to Moragahakanda and in the process, to not only lose the power generating capacity at Randenigala but also to drastically affect the current supply of water to the right and left banks of the Mahaweli at Minipe.
There are several Reports addressing this issue of supplying much needed water to the North Central Province (NCP) and the Northern Province (NP). The concept of diverting water from the South to the North are central to a majority of the Reports because their studies have revealed that current arrangements do not have the capacity to deliver water to the NCP and the NP.
For instance, Paragraph 21 (p. 343) of the Report dated December 2014 prepared for the Ministry Irrigation and Water Resources Management by Technical Assistance Consultant on behalf of the ADB states: “The study has shown an increase in the diversion capacity at Moragahakanda to 974 MCM annually, required for the Upper Elahera Canal (UEC) and NCP canals addition to 617 MCM to the Elehera Minneriya Yoda Ela. The supplemental diversions from Kalu Ganga (772 MCM) Bowatenna (496 MCM) reservoirs and its own watershed (344 MCM) are adequate to cater the water demands under UEC.”
The conclusion that “adequate” water exists to deliver 974 MCM to the UEC and through it to the North Central and Northern Provinces depends on the availability of 772 MCM through the Kalu Ganga. Since arrangements to deliver the 772 MCM currently DO NOT exist, what is available is the water diverted from Bowatenna, namely 496 MCM and the 344 MCM in the existing catchments, making a total of 840 MCM minus the 617 MCM needed for the ancient five tanks from the Elahera Yoda Ela.
Therefore, what possibly could be transferred by the Upper Elahera Canal is 223 MCM. This is less than the 281 MCM intended to be transferred to Mannakkattiya-Eruwewa-Mahakandarawa (155 MCM) and 126 MCM to Huruluwewa according to paragraph 151 in the Report titled “Environment Impact Assessment Report” prepared for the Ministry of Irrigation and Water Resources Management” by the Mahaweli Consultancy Bureau (Pvt) Ltd. in December 2014.
In an independent study carried out by SMEC International (Pvt) Ltd for the World Bank titled “Updated Mahaweli Water Resources Development Plan”, dated November 2013 states in Appendix 5 Table 5.1, p.9 that the Downstream Release from Bowatenne as 651 MCM, the catchment inflow into Moragahakanda as 313 MCM and the release to the five ancient tanks from the Elahera-Minneriya Yoda Ela as 573 MCM. Therefore, water available for transfer to Upper Elahera Canal is 651+313= 964 MCM less 573 MCM, which is 391 MCM. Thus, the quantity of water in excess of what is needed for Mannakkattiya-Eruwewa-Mahakandarawa (155 MCM) and 126 MCM to Huruluwewa) is 110 MCM. Thus, this report confirms the findings of the previous report that there is insufficient water to meet water demands to the areas beyond Anuradhapura to the NCP and the NP.
The conclusions that could be objectively reached from the analysis of data in both reports is that as long as no arrangements exist to transfer water from Randenigala to Moragahakanda the quantities of water available are NOT sufficient to meet the demands of the NCP and the NP.
The proposal therefore is to transfer water from Randenigala augmented by water from Hasalaka Oya and Heen Ganga along the way together with water in 128 sq. km of the Kalu Ganga catchment (say76 MCM) to meet the demands for water in the NCP and NP. Since the water demands in these two small tanks are 75 and 56 MCM respectively, Randenigala would need to divert 772MCM less (76+75+56) which is 565 MCM annually. Diverting 565 MCM of water from Randenigala, which is equal to the active capacity of the reservoir would have a serious impact not only on power generation but also on the amount of water available for diversion to the right and left banks of the Mahaweli at Minipe. Therefore, diverting water to Moragahakanda from Randenigala is NOT an option. Diverting water to the NCP and NP at the expense of power generation and water availability to the East of Sri Lanka is a clear instance of contradictory policies that have been actively pursued by successive governments.
CONCLUSION
What is evident from a review of the projects cited above is that they are conceived and conceptualized in isolation without taking a holistic view at the planning stage and taking into account the impact of either ongoing projects or projects that are planned to be implemented. The three topics reviewed are, the New Fortress Energy(NFE) proposal to increase the power generation capacity at Kerawalapitiya, not capitalizing the capabilities to nearly double the generating capacity at Victoria and the delivery of water to the North.
For instance, the CEB had called for international bids to install a 350 MW LNG plant at Kerawalapitiya. Prior to the closing of bids, the government entered into a Framework Agreement with NFE to build two 350 MW LNG plants alongside the existing 300 MW plant at Kerawalapitiya together with a Floating Storage Regasification Unit (FSRU) to handle the LNG. The generating capacity at Kerawalapitiya would then be 1010 MW. In the meantime, the existing 900 MW coal fired at Norocholai would continue to belch pollutants associated with coal-fire power units. Therefore, the intended project should be redefined to convert the plant at Norochcholai to LNG and for the FSRU that was to be built at Kaeawalapitiya to be moved to Norochcholai. In addition, the needed increase in power generation should be met by doubling the capacity at Victoria as suggested in a Report to the Ministry of Power and Energy prepared by Japan International Cooperation Agency with any shortcomings being provided by Renewable Energy.
With regard to delivery of water to the North, the data presented above clearly demonstrates that as long as current levels of diversion from Bowatenna continue and water from its own catchments prevail, the quantities of water at Moragahakanda are insufficient to meet the demands in the NCP and NP. The ONLY way water demands of the NCP and NP could be met through the Upper Elahera Canal is by transferring nearly 565 MCM, which is equal to the active capacity of Randenigala Reservoir to Moragahakanda. The impact of transferring such a significant amount of water would not only be to curtail power generation but also to impact seriously on availability of water to fulfill the needs on the right and left banks of the Mahaweli at Minipe. This is a clear example of the policy of Mahaweli water to the North contradicting the policy of power generation and supply of water for agriculture.
These hard realities are known only to a few. Consequently, the expectation that water would eventually reach the North is so real that the general belief is that water to the North from the South is what would unify Sri Lanka. Therefore, it is imperative that measures are adopted to correct these misplaced perceptions and for alternative strategies to be developed to meet the demands for water in the NCP and the NP with the participations of the people concerned.
It is hoped that the material presented above would alert governments and project planners to take a holistic perspective when projects are conceptualized and not take compartmentalized approaches as demonstrated by the few examples cited above.
Features
The NPP Government is more than a JVP offspring:
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
Features
A Fragile Ceasefire: Pakistan’s Glory and Israel’s Sabotage
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
Features
CIA’s hidden weapon in Iran
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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