A GEOPOLITICAL SEA: THE NEW SCRAMBLE FOR THE MEDITERRANEAN - ISPI DOSSIER July 17, 2020
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ISPI DOSSIER July 17, 2020 A GEOPOLITICAL SEA: THE NEW SCRAMBLE FOR THE MEDITERRANEAN edited by Giuseppe Dentice, Valeria Talbot
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES O ver the last decade, the deep transformations that swept through the wider Mediterranean region have risen new challenges that overlap with old crises. State fragility, conflicts, security threats and socio-economic inequalities have turned the area into one of the world’s most volatile regions, whose geo-strategic importance goes far beyond its geographical borders. Here, more than elsewhere, diverging interests of several regional and international actors are fueling rivalries and conflicts for power and control of energy resources, intensifying fragmentation and instability. Today, the Covid-19 pandemic and plummeting oil prices add new strains to this fluid geopolitical context where a new balance of power is hardly emerging. What are the prospects for regional stability and order? How do the interests and ambitions of the main regional players interact with those of external powers? What room for cooperation initiatives in the region? * Giuseppe Dentice is an Associate Research Fellow at the Middle East and North Africa Centre at ISPI. Ph.D in “Politics and Institutions” at the Catholic University of the Sacred Heart in Milan * Valeria Talbot is a Senior Research Fellow and Co-Head of ISPI's Middle East and North Africa Centre, in charge of Middle East Studies. 1. THE EAST MEDITERRANEAN: DECODING THE (IN)SECURITY COMPLEX Bahgat Korany (American University in Cairo) 2. POLITICAL OPPORTUNITIES AND FINANCIAL HAZARDS IN THE EASTERN MEDITERRANEAN Matteo Colombo (ISPI) 3. GEOGRAPHY AND RESOURCES: MARITIME BORDERS IN THE MEDITERRANEAN Nael Shama (independent scholar) 4. POWER COMPETITION WITHOUT SOLUTION: LIBYA AND SYRIA’S COMMON DILEMMA Giuseppe Dentice (ISPI and Catholic University, Milan) 5. TURKEY’S STRUGGLE FOR INFLUENCE IN THE EASTERN MEDITERRANEAN Valeria Talbot (ISPI) 6. WHAT THE MEDITERRANEAN MEANS FOR ISRAELI GEOPOLITICS Ehud Eiran (University of Haifa), Aviad Rubin (University of Haifa) |2
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES 7. EASTERN MEDITERRANEAN: TESTING EGYPT’S GEOPOLITICAL AMBITIONS? Alessia Melcangi (University La Sapienza and Atlantic Council) 8. PORTS AND POLITICS: UAE-QATAR COMPETITION IN THE MEDITERRANEAN Camille Lons (IISS) 9. WHO CONTROLS THE RIMLAND: COMPETITION AND RIVALRY IN THE MEDITERRANEAN Gianluca Pastori (Catholic University of Milan) 10. THE EU’S ADDICTION TO FALSE DILEMMAS IN THE MEDITERRANEAN Haizam Amirah-Fernandez (Elcano Royal Institute) 11. BEYOND TRADITION: WHAT ROLE SHOULD ITALY PLAY IN THE MEDITERRANEAN? Giampiero Massolo (ISPI) |3
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES W hy did the January-2020 Berlin Declaration on Libya fail to limit this country’s flare-up, and the more recent Cairo Declaration in June could face the same fate? The East Mediterranean: It is because this Libyan case is but a reflection of the predicament of the East Mediterranean and Decoding the (In)security the whole MENA insecurity complex: the inter- Complex connectedness of different elements of instability, geopolitical as well as domestic, entangling several international/regional powers and local actors/ militias. So-called “new wars” are multiplying and Bahgat Korany the State – this classical bedrock of international American University in Cairo order – is declining. This insecurity complex tends to be dominated by what Thomas Friedman of the New York Times called in a different context Black Elephants. As a metaphor, Black Elephants is itself a combination of two well-known English metaphors: the “elephant in the room”, which denotes a basic or risky topic that we choose to ignore or neglect ; and “black swans”, which denotes unexpected occurrences. I use this double metaphor to indicate that both past policies and new events trap the East Mediterranean into multi-layered conflicts, and a Bahgat Korany is professor of international relations and political economy at the American University in Cairo, direc- tor of the AUC Forum, honorary professor at the University of Montreal, and an elected member of the Royal Society of Canada ISPI | 4
COMMENTARY thick insecurity complex. While here the emphasis is “NEW WARS THEORY” DEMONSTRATED mainly on domestic dynamics will be also taken into As is known, when we think of the common and account. Country examples such as Libya, Syria or widespread phenomenon of war, we usually think Lebanon are cited to demonstrate the argument. of inter-state wars and classic contributions such as those of the German General Clausewitz. But CONFLICT PREDOMINANCE: OLD AND NEW data over the last 20 years or so show a different In 2014 the MENA region accounted for 15.7% pattern: decline in the number of these inter-state of global conflicts, three times higher than its wars and the rise instead of INTRA-state ones percentage of the world’s population of 5.2%. Since (Kaldor 1991&2012). They are also different from then, the region has continued to move, but without conventional civil wars because of the multiplicity changing direction. While geopolitical inter-state of their warring components: religious sects, tribal conflicts continue (e.g. Arab-Israeli), they are now groups, identity factions, different militias. Though superseded by intra-state conflicts, so-called new protagonstic among themselves, they are united wars. Amidst extreme fluidity and uncertainty, most against the state. Indeed, the state ends by losing its issues tend to be securitized, i.e.to be conceived as most important characteristic: its monopolistic use of threats and added to a constantly enlarging conflict force. The present situation in Libya – which boasts map. the largest oil reserves in Africa – concretizes this phenomenon of new wars. Many of these intra-state conflicts – especially the structurally basic ones or elephants in the room – Libya’s fighting groups and “new wars”cost have already existed for a few years. For instance, population growth is on average around 2.4%. • Government of National Accord (GNA): centered However, without an equivalent growth of resources in Tripoli and led by Fayez Sarraj and backed up the existing resource gap is aggravated. Similarly, by UN. the present urbanization pattern led – under the • Libyan National Army (LNA): centered in Eastern pressure of migration from the countryside – to Libya, led by General Khalifa Haftar, and the ruralization of the cities with its rise of informal supported by a number of militias and Special economy and tin-districts or slums. These structural Forces unit. problems reflected both misdevelopment and misgovernance, as symbolized by rising youth • General National Congress (GNC): with the Libya unemployment that largely motivated the 2011-Arab Dawn (equivalent of an “armed forces” led by Spring. These uprisings were a consequence – and their ex-chief of staff General Jadallah al-Obaidi not a cause – of these aspects of mis development and Libya Shield grouping). and mis governance aspects. The post-Arab Spring • Jihadist Groups: ISIS: still maintaining itself in context, however, brought in “new wars”. the central coastal city of Sirte, eying nearby oil The East Mediterranean: Decoding the (In)security Complex ISPI | 5
COMMENTARY of revenue. Ansar al-Shari’a: pro-al-Qaeda group, degree, quantitatively and qualitatively (for definition active in eastern Libya and has battled the LNA in and measurement, Korany 2019). Lebanon’sdefault Benghazi. Also present in cities of Derna and Sabra- on its economic obligations internationally and tha. Responsible for the attack on US consulate in domestically, amidst mass protests to “change the September 2012 and assassination of Ambassador system”, is the most recent addition on the fragile/ Chris Stevens. failed state list. Lebanon’s unprecedented doom and gloom is confirmed by a recent assessment of There are also less well-known groups such as the the International Crisis Group (June 9, 2020). “Highly Benghazi Revolutionaries: for example, Derna Muja- import-dependent, Lebanon has run out of foreign hidin Shura Council, Ajdabiya Revolutionaries Shura currency to pay for what it consumes, while the Council. state is printing money to pay salaries and is unable Because of this multiplicity of protagonists and to service the public debt. Banks have imposed decision-making centers , new wars are wars within tight capital controls, which have staved off financial wars and could continue endlessly at a high level of collapse until now, but only by bringing much of human and financial cost. Though precise data are the economy to a standstill, manifesting soaring hard to come by, estimates are still indicative. To unemployment. Many businesses have failed, and date Libya’s death toll is around 32,000 people since the state of ‘medical emergency’ imposed since 15 2011. Financially the oil sector alone has lost $68 March to combat COVID-19’s spread will likely be the billion in revenues since 2013 with ongoing oilfield last nail in the coffin for many more. While a curfew shutdowns and port disruptions. The destruction stifled demonstrations and police cleared away the goes further as nearly half of the infrastructure and protest camp in downtown Beirut, street actions in production facilities have been destroyed, with GDP late April suggest that virus-related hardships could falling from $81.87billion in 2012 to only $48.32 in 2018. trigger more unrest. Crunch time may come when As in Syria earlier, foreign powers, especially the state, strapped for cash as tax revenue collapses, regional ones such as Turkey, Egypt, Saudi Arabia cannot meet the public-sector payroll or when or the UAE, are seizing the opportunity to increase hyperinflation wipes out the real value of people’s their influence. As a result, the multiplicity of actors incomes. State institutions, including the police, may and factors gets more chaotic, and state authority start to disintegrate, and what have been mainly declines further or even disappears. peaceful protests could turn violent”. As the “State” has traditionally been since the STATE FRAGILITY/FAILURE AND ITS 1648-Westphalia Treaties the basis of international INTERNATIONAL SPILL-OVER order, its fragility/failure is affecting this order. It is no wonder that the phenomenon of fragile/ Another international spill-over of state fragility/ failed state is increasing, both in number and in failure is the flood of refugees/migrants, A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 6
COMMENTARY demonstrating at more than one level the domestic- Mediterranean countries such as Greece and Cyprus external interconnectedness. In its most recent shows that Turkey’s link with Europe and even report, the UN High Commission for Refugees NATO is . Interconnectedness of conflicts and their specifies that out of the 20.6 million refugees for widening/deepening continue to grow. 2019 , Syria tops the list accounting for more than The way-out of this multi-layered insecurity 30%, exactly 6.6 million. Already in 2015, Leonard complex is a regional architecture based on CBSM, Doyle, spokesman for the International Organization confidence and security-building measures. But this of Migration, said “[…] nothing has been like this is a topic of a separate article. since World War II. Millions cross the Mediterranean at great risk. For instance, of the 45 thousand that crossed in 2013, 700 died in the process. The following year this number rose more than four times to reach 3224.” Cingoli, Janiki (2016),The New Energy Resources in the Indeed, the Mediterranean has shown itself across Centre-East Mediterrenean. Rome, IAI these recent years to be also a mass grave. The photo of Syrian child Alan Kurdi, found lifeless by Dris-Ait Hamadouche,Louise :“ A New Approach for a rescue ship on the Mediterranean beach, spoke Managing Conflicts “ in Korany ,Bahgat (editor,2014), more than a thousand words. Arab Human Development in the 21st Century (10th anniversary UNDP Arab Human Development SECURITIZATION IS REPLACING Report) . Cairo and New York: American University of INTERDEPENDENCE Cairo Press, pp. 167-214. Though refugees and migrants could be a Kaldor,Mary (1991 & 2012), Old and New Wars. needed source of new and youthful blood for Cambridge, Polity. Europe’s ageing population, their flood is now Korany ,Bahgat (2019) ”The Middle East Since the securitized- i.e. viewed as a threat. So are other Cold War: Movement without Progress “,in Louise instances of interdependence such as the Fawcett (editor), International Relations of the Middle discovery of new natural gas. The optimism of an East. Oxford, Oxford U.P. (5th edition): pp. 80-94. IAI’s 2016-study (Gitlin) about the possibility of trans-border pipelines with Turkey as a security link between the Mediterranean and Europe has not materialized. Instead, conflict escalated with Turkey’s 2019-maritime demarcation agreement with Tripoli’s contested government and its increasing military involvement. Opposition by other Euro- The East Mediterranean: Decoding the (In)security Complex ISPI | 7
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES G as discoveries in the Eastern Mediterranean have been enthusiastically received by international observers, although the current price dynamics Political Opportunities and advises caution. This commentary both explores the opportunities of political and economic Financial Hazards in the collaboration for the states of the region and beyond, and analyses the financial hazards of Eastern Mediterranean gas extraction and selling in a global scenario characterised by low prices and decreasing demand. The arguments put forward are that Matteo Colombo considerable public investment from regional ISPI and European states and a clear stance towards Turkey are necessary conditions to exploit gas opportunities and that the time has come for governments to take these steps. In greater detail, European states and regional governments should soon make a final decision on whether or not to build a pipeline from the gas fields of Egypt, Israel and Cyprus to Italy (EastMed) and on if Turkey should be included in the Eastern Mediterranean Gas Forum Matteo Colombo is an ISPI Associate Research Fellow in the MENA Centre. He obtained a PhD in Political Studies at the University of Milan ISPI | 8
COMMENTARY (EMGF): a regional platform to manage gas Eastern Mediterranean gas fields, in fact, are prices and the energy flow from producing to located within a ray of 100-150 km6, and it is, consuming states. therefore, highly cost-effective to connect them for export. To understand this point better, Opportunities for cooperation revolve around it is worth mentioning that the current project the shared economic interests for basin states of transporting gas to Italy through a pipeline, to exploit the local energy resources and export as designed by Israel, Cyprus and Greece in a them to Europe and elsewhere. The drivers preliminary deal7, would require to connect all of collaboration are a relatively high amount the regional fields to maximise the project of gas in the regional basin, the proximity of profits. The alternative is transporting gas by the gas fields, and the existing infrastructural tankers, which would also benefit from existing landscape. When looking at the Eastern regional infrastructures. Gas can be brought Mediterranean gas fields, the total reserves for to the Liquid Natural Gas (LNG) complex of Israel is about 886 billion cubic metres of gas Damietta and Idku to reach both Europe and (bcm) (Leviathan: 450 bcm; Tamar 318 bcm; Asia by tank ships. Dalit 55 bcm; Tanin 55 bcm; Karish 8 bcm); 850 bcm for Egypt (Zohr 850 bcm; Noor – yet to The financial hazards revolve around the cost be established); and 299 – 359 bcm for Cyprus of extracting gas from the regional fields vis-à- (Aphrodite 129 bcm; Calipso 170 - 230 bcm). vis current global prices. Eastern Mediterranean Putting the data into perspective, the total of gas is often located tens of kilometres from reserves is 2.035 – 2.095 bcm, which is roughly the coasts and in relatively deep waters. These 4 years of the gas consumption for all European two elements make its extraction expensive States1 (554 bcm in 20192). When looking at the when compared to other sources in Russia expected internal consumption, Egypt scores and the US. To better understand this point, around 57 bcm for a year3, Israel is around 10 it is useful to look both at the estimation of bcm for a year, and Cyprus is around 1 bcm for extraction costs and the existing contracts. a year in 20135. It is worth stating that the fields Charles Ellinas, CEO of Cyprus-based energy mentioned above comprise the entire gas consultancy ECP Natural Hydrocarbons reserves for Israel and Cyprus, while Egypt Company and among the leading experts of has more fields within its territory. It follows that the Eastern Mediterranean energy market, Eastern Mediterranean gas will both cover the estimates the average extraction cost for internal consumption and allow for exports. In the gas in the region to be around 4.5 $ per such a scenario, coordinating the extraction mmBTU8. An agreement between the Jordan process would lower prices, making the gas National Electric Power Corporation (NEPCO) more competitive in the international market. and the Israel Leviathan consortium fixes the Political Opportunities and Financial Hazards in the Eastern Mediterranean ISPI | 9
COMMENTARY selling price for Leviathan gas to $4.79 for pipeline to be around 3.50 $ for mmBTU, and mmBTU9. It follows that the breakeven point the profitable price of gas at 8 $ for mmBTU of Eastern Mediterranean gas is probably when including the extraction cost14. It follows somewhere between 4.75 and 5 $ for mmBTU that energy companies might find the pipeline when selling it to the neighbouring countries. investment not worth the price. Therefore, This price is similar to the average gas member states of the EU should step in and selling cost for Europe in 2019, which scored fund the project to make it more competitive 4.80 $ for mmBTU10, but it would make the The previous analysis suggests that the Eastern Eastern Mediterranean gas uncompetitive Mediterranean gas potential might remain when including transport costs. Carrying the untapped for the upcoming years unless gas by LNG ships would not help in solving European and regional states or European the problem, as the average 2019 prices for institutions give political and financial support Europe (5.05 $ for mmBTU11) and Asia (5.53 $ to the pipeline. Such a decision would have a for mmBTU12) are too low to make the Eastern high political valence, as it reflects European Mediterranean gas attractive for buyers. and regional states stance to the current Furthermore, the current low prices might Turkish policy in the Mediterranean. Ankara be here to stay when looking at the future has made it clear that it opposes the EastMed outlook in a time of gas bonanza. The Energy pipeline15, which would hinder Turkey’s role Information Administration (EIA) expects that as energy bridge between iddle Eastern the price for selling natural gas in the period production and European consumption area. between 2020 and 2035 will be around 4 $ Furthermore, Ankara might make a claim to for mmBTU, while the price should reach 5 participate in the resource management $ for mmBTU from 2035 to 205013. It follows mechanism of the EMGF in the coming years. that Eastern Mediterranean gas lacks In a nutshell, the Turkish strategy points to competitiveness due to the current price obstacle the infrastructural project in the area environment. This issue would be partially as long as other states keep excluding Ankara solved with a pipeline which connects the from collective decisions. The signing of the producing areas of the Eastern Mediterranean Exclusive Economic Zone (EEZ) agreement to Europe. The infrastructure would surely with the internationally recognised Libyan reduce the transport costs, but such a project government (Tripoli) and current gas exploration requires a high financial investment to be in the Turkish-recognised Northern Cyprus EEZ completed. The estimated costs to carry 10 should be understood within this framework. bcm of gas from the producing area to Italy The deal with Libya also serves to obstruct the by pipeline is expected to be around 7 billion construction of the pipeline by putting up legal euro. Ellinas estimates the unit cost of the A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 10
COMMENTARY pretexts; the gas exploration in the Northern Cyprus EEZ aims at finding gas to make a 1. European states includes Turkey but excludes Russia in the British Petroleum Report case for participating in EMGF as a country 2. Statistical Review of World Energy 2019, British involved in the gas extraction in the area. Petroleum European and regional states currently lack 3. Egypt: Natural gas consumption, Ceic Data a coherent strategy to respond to the Turkish 4. Egypt: Natural gas consumption, Ceic Data plan, and such uncertainty is advantaging 5. There are not recent available data, but it is very likely Ankara. A collective response can take two that the current data are not quite dissimilar to those of possible paths. The first is to recognise Turkey’s 2013 due to the limited population of the country (1,17 political interests as legitimate and thus million), 23 December 2013: engage Ankara as a partner in the Eastern https://cyprus-mail.com/2013/12/24/emergency- meeting-called-on-interim-gas/ Mediterranean. This option would have the 6. Energy: A shaping factor for regional stability in the advantage of calming some of the current Eastern Mediterranean?, Directorate General for External tensions, but it also encourages Turkey to take policies – Policy Department (European Parliament) an even more assertive stance in the region. 7. Paul Tugwell, Leaders from Israel, Cyprus, Greece sign The second is excluding Ankara from the EastMed pipe deal, Bloomberg, 2 January 2020 infrastructural and decisional mechanism in the 8. Charles Ellinas, Changing priorities threatens viability of Eastern Mediterranean to contain the Turkish EastMed gas pipeline, Cyprus Mail, 6 January 2020 outlook. Such a strategy would not only harm 9. Amiram Barkat, Leviathan gas: The good, bad, and downright confusing, Globes, 9 January 2020 Turkey’s regional ambitions but also exacerbate 10. World Bank Commodities Price Data (The Pink existing tensions with Ankara. Whatever Sheet), World Bank, 2 June 2020 decision is made, European and regional states 11. Regional LNG Prices (Monthly Average), BlueGold should take a clear stance on Turkish activism Research: https://bluegoldresearch.com/regional-lng- in the following months. The upcoming period prices is decisive both because the Libyan conflict 12. Ibidem will shape the regional environment vis-à- 13. Annual Energy Outlook 2019 with projections to 2050, Energy Information Administration vis competition between Cairo and Ankara as 14. Charles Ellinas, Changing priorities threatens viability of well as because Turkey might find new gas EastMed gas pipeline, Cyprus Mail, 6 January 2020 fields in the area, which would give this country 15. Ankara slams EastMed pipeline, opposes any gas a claim to join the EMGF. At the moment, project excluding Turkey, Daily Sabah Turkey is still the elephant in the room with regard to Eastern Mediterranean gas. A clear stance towards Turkey needs, therefore, to be addressed before any project can be seriously undertaken. Political Opportunities and Financial Hazards in the Eastern Mediterranean ISPI | 11
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES A fter many years of being the Middle East’s backyard, the Mediterranean has over the past decade become its flashpoint, hosting a toxic mishmash ofmilitarized conflicts, border disputes and Geography and Resources: energy competitions. If these divisions are Maritime Borders in the not contained using constructive diplomacy and viable multiparty agreements, regional Mediterranean instability will continue to pose a threat to all Mediterranean littoral states. Most countries in the region have not yet Nael M. Shama signed bilateral agreements that delineate their Independent scholar maritime borders. The 1982 UN Convention on the Law of the Sea (UNCLOS) postulates that a state can exercise maritime sovereignty in an area of up to 12 nautical miles from its coast and to establish an exclusive economic zone (EEZ), where it could claim rights over fishing, mining and drilling activities, in an additional area of 200 miles. However, in semi-closed seas with multiple states and overlapping spheres of influence, like the Mediterranean, where the Nael M. Shama is an independent political researcher and writer. His research focuses on the international relations and comparative politics of the Middle East ISPI | 12
COMMENTARY distance between many neighboring countries To be sure, this legal dispute is the façade of is less than 424 miles, a bilateral agreement is an imbroglio involving multiple parties who are required to draw the dividing line between impelled by potent economic and realpolitik each country’s economic zone. motivations. If fully utilized, the huge deposits of natural gas in the Mediterranean could transfer The discovery in the last decade of massive billions of dollars to the coffers of the region’s hydrocarbon riches in the region and the countries. To that end, Mediterranean actors intensification of the civil conflict in Libya have pursued different paths: Egypt aspires have altered the regional status quo, reviving to become a natural gas hub in the Eastern interests in drawing final maritime borders Mediterranean; Greece, Cyprus and Israel are between the Mediterranean states. Indeed, planning to construct a 1,900 kilometer subsea last November, the Turkish government signed pipeline that would transfer Israeli and Cypriot a maritime border agreement with Libya’s gas to Europe through Greece (the project Government of National Accord that delineates has been put on hold due to the coronavirus their EEZs in the Mediterranean. The deal, which pandemic and falling oil prices); and Turkey has was considered to be illegal by Egypt, Greece deployed its hard power capabilities in Libya’s and Cyprus, had created a maritime corridor proxy civil war. Meanwhile, oil conglomerates between the two countries. Italy and Greece crave a piece of the cake, European states wish inked a similar agreement in June, ending an to see their current dependence on Russia’s issue that had been pending for four decades. natural gas lessened and the US is keeping a Moreover, Greece and Egypt agreed to resume close eye on regional developments. talks on demarcating the maritime boundaries between the two countries. To complicate things further, the politics of maritime boundaries and pipeline competitions The main bone of contention in the legal takes place against the backdrop of simmering dispute between Turkey on one hand, and geopolitical conflicts, most notably the Greece and Cyprus on the other, is concerned longstanding Cypriot question and the with the legal status of islands in maritime law. decades-long Arab-Israeli conflict. The flow Athens and Nicosia affirm their adherence to the of refugees in recent years from the region’s principles of UNCLOS in this regard. Yet, due to hot spots, such as Syria and Libya, towards the close proximity of a number of Greek islands European shores has added a destabilizing (especially Kastelorizo) to the Turkish coast, element to the already fragile equilibrium. Ankara, who is not a signatory to the UNCLOS Unsurprisingly, the delay in finding viable convention, claims that islands should not be political solutions to these protracted disputes entitled to the same rights to maritime zones has led to the militarization of the region. This as land territory. Geography and Resources: Maritime Borders in the Mediterranean ISPI | 13
COMMENTARY has taken shape through huge arms purchases put on display that its intervention could be (including a great deal of naval hardware), the decisive. In response, Egypt seems adamant to rise in the number of military drills (especially prevent Turkey from further extending its grip among the anti-Turkey axis states), deeper into Libya’s oil crescent, by force if necessary. military involvement in Syria and Libya (chiefly Referring to a potential larger military role for on the part of Turkey), the frequent harassment his country in Libya, the Egyptian President of civilian and commercial vessels by warships, Abdel-Fattah El-Sisi warned on June 20th that and the seasonal escalation of fiery rhetoric any direct Egyptian intervention “would have among Mediterranean states’ officials. Perilously, international legitimacy at this point,” adding such high levels of militarization, which take that the key central towns of Sirte and al-Jufrah place within the framework of contested are red lines for Egypt’s national security. sovereignties, undemarcated maritime borders Within the larger framework of geopolitical and overlapping licenses granted to oil and geoeconomic conflicts playing out in companies to operate in similar zones, create the region, Libya is only a piece in a larger a situation that runs the risk of maritime puzzle of interwoven interests, ambitions and accidents. concerns, but it is an important one. As unjust In recent months, all eyes have been gazing as it may sound, in international politics, the towards developments in the Libyan civil law usually follows in the footsteps of power conflict, notably the vital Turkish military politics, not vice versa. And so, redrawing contribution to the series of battlefield victories the Mediterranean’s maritime borders will by the forces of the internationally-recognized likely reflect the balance of power on the Government of National Accord against the ground rather than institute a new balance. forces of the eastern commander Khalifa Haftar. Seen through this prism, the outcome of the The change in the front lines among the Libyan Libyan conflict stands to have an impact on warring factions has proved that Turkey has not the leverage of the contending parties in the only retained a foothold on Libyan soil, but also Mediterranean. A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 14
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES T he overlapping of civil and proxy wars in Libya, Syria, Iraq, and Yemen have gradually turned the wider Mediterranean into a land of conflicts, asymmetric threats and geopolitical challenges. In particular, Power Competition the implosion of some coastal states of the Without Solution: southern shore has undermined the stability and legitimacy of the old regional system Libya and Syria’s built in the post-Cold war. This shift has Common Dilemma unequivocally stressed a new perception of the Mediterranean arena: an expanded and wider space turned in one of the world’s most volatile regions. Giuseppe Dentice The eruption of conflicts in some Mediterranean ISPI and Catholic University of Milan countries has helped to develop this area into a new space of competition, even among global players. The several wars and tensions that have broken out in the Mediterranean since the post-Arab Spring are partially influenced by competition between various regional and external players (especially Russia, Turkey and Gulf monarchies), contributing to reshape Giuseppe Dentice is an Associate Research Fellow at the Middle East and North Africa Centre at ISPI. He obtained his Ph.D in “Politics and Institutions” at the Catholic University of the Sacred Heart in Milan ISPI | 15
COMMENTARY challenges to the security and stability of this of one side. This outcome cannot be averted geopolitical arena. In fact, several adverse due to the involvement of proxy powers. interests and problems, as well as a lack of The ratio of this pattern of negotiation is based support from regional and great powers, on two main features: on the one hand, the have thwarted any diplomatic negotiations new international framework created after the impeding progress towards a shared and Cold war, in which aspiring powers tried to peaceful solution. leverage their involvement in different ways but From this perspective, the crises in Libya did not get directly involved in the conflicts; and Syria emerged as paradigm of the on the other, the fact that these civil wars did contemporary chaos in the wider region, in not have clear winners and losers. A trend which conflicts, power policies, expanding that repeats itself constantly from the Balkan geopolitical pressures, as well as the lack of wars in the 1990s to the present day, adapting clear fault lines and coherent political-military to the different international needs of uni/ strategies, have shaped this fragmented multilateralism. This pattern evolved over the scenario in a new context of global competition. years, but its pillars have remained roughly the In the wake of recent battlefield developments same: 1) managing compromises among the in Libya and Syria, international powers are local actors, 2) protecting conflicting interests manoeuvring for influence and supremacy, for the external powers. with far-reaching implications for each national The emergence of this framework in the sovereignty, and cohesion. Arab-Mediterranean conflicts has provoked In fact, the latest developments in Libya a constant failure in all recent regional crises. (General Khalifa Haftar’s strategic retreat from Libya and Syria wars, indeed, fall within the the Western part of the country) and in Syria above picture, without altering the nature or (the agreement between Russia and Turkey that the balance of power but with never ending stopped fighting in Idlib) seem to be leading conflicts and humanitarian catastrophes. In light towards a period of reassessments, which of this, international powers tried to update this does not, however, seem to presage an end to multilateral approach, proposing a new model the crises. In the same way, external powers based on a crystallization of conflicts and attempt to freeze these conflicts to establish the protection of the interests of international a settlement aimed at de-escalating tensions players involved in that confrontations. This in the hope that a stalemate could lead to a new approach has started to widespread de facto win-win situation for everyone. But in every crisis on the Wider Mediterranean, managing these conflicts would fragment particularly in Syria, where Russia, Turkey and coalitions, preventing or slowing a clear victory Iran – the main players involved – have tried to A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 16
COMMENTARY manage the conflict by freezing the war. This solution to conflicts in this new phase of the new model of negotiation is known as Astana multipolar era. It is therefore a diplomatic tool to Process. An attempt was made to replicate it guarantee sharing power and to prevent military also in Libya, with the same outcome of failure. escalations. The same framework that has the Astana approach is not aimed to solve a been used – without any results – in Syria since crisis but rather to freeze a conflict, waiting January 2017 and in January 2020 during the for a good compromise between external Berlin Conference for Libya aimed at stopping actors. Although this process could be an agile the violence and defining steps towards a truce diplomatic tool to guarantee a tactical success for those on the ground. Despite international in the power proxy strategy, it also highlights support, the deal reached in Berlin has been the external actor’s inability (or unwillingness) to considered a failure, due to the developments resolve the interminable crises. in the civil war2. Clearly, the Astana approach cannot be a In conclusion, the most dangerous risk for Libya model solution in Syria and Libya, where and Syria is that they could quickly find itself even a potential Turkish-Russian deal would, facing protracted and expanded struggles, at best, lead to a de-facto partition of these opening the doors to a new conflict dimension, countries into spheres of interests. This means in which these crises could resemble that conflicts would diffuse locally, with militia similar landscape, although persist different groups contesting power and resources at peculiarities. A further internationalization the local level, and that any truce could be of these conflicts could finally lead to an potentially broken. In addition, other proxy overcoming of the local dimension causing a powers in Libya (such as France, Egypt, UAE) total deadlock to the complete disadvantage and in Syria (as Iran or Hezbollah) could dispute of the local populations and the emergence of any agreement that doesn’t satisfy them and several war of attrition in increasingly smaller their goals1. contexts. In short, this approach doesn’t solve any crisis, but it legitimizes foreign meddling in local conflicts, elevating the external players’ interests over those of local actors, of which they become their undeclared 1. R. Alaaldin and E. Badi, Libya’s proxy sponsors face a representatives in negotiations. Basically, the dilemma, Brookings Institution, June 15, 2020. Astana model is only useful for achieving political compromises in the short term 2 E. Dacrema, “From Syria to Libya: Why the ‘Astana Appro- without the definition of a comprehensive ach’ Doesn’t Work”, ISPI Commentary, I28 February 2020. Power Competition Without Solution: Libya and Syria’s Common Dilemma ISPI | 17
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES O ver the last years, Turkey has increased its activism in the Mediterranean, becoming a key and assertive player in regional politics and crises. From the Turkey’s Struggle Eastern Mediterranean gas dispute to the Libyan war, Ankara has not hesitated to flex for Influence in the its muscles to safeguard its interests and achieve its goals. Turkey’s activism is part of Eastern Mediterranean a wider foreign policy, which has become more and more militarized since 2015, aiming at extending its geopolitical influence in the Valeria Talbot Middle East and its surrounding regions. This ISPI includes a significant maritime component, the so-called Mavi Vatan or the “Blue Homeland” doctrine, for the control of waters in the Eastern Mediterranean, the Aegean Sea and the Black Sea through military power projection. It is not by chance that Blue Homeland is the name of the largest naval exercise (involving 103 military ships and 20,000 soldiers) in Turkey›s history which was launched at the end of February 2019 to test its ability to carry on war Valeria Talbot is a Senior Research Fellow and Co-Head of ISPI's Middle East and North Africa Centre, ISPI | 18 in charge of Middle East Studies.
COMMENTARY simultaneously in the Black Sea, the Aegean the rights of the Turkish Republic of Northern Sea and Eastern Mediterranean. A more active Cyprus to benefit from natural resources around role for the Turkish Navy in national defence as the island, over the years Turkey has opposed well as in energy geopolitics competition is unilateral initiatives by the Republic of Cyprus one of the pillars of this maritime doctrine, (the Greek part recognized internationally) as which also relies on the development of an well as the activities of international energy indigenous defence industry. companies in disputed waters around the island. Indeed, Turkey considers Cyprus’s Positioning itself as maritime power Turkey has exclusive economic zone (EEZ) as infringing intended to send a loud and clear message on its continental shelf (Turkey claims a 200- to other players, both regional and external, mile EEZ). Furthermore, it has not signed the that have their stake in the area: Ankara wants United Nations Convention on the Law of the its say in regional affairs and particularly in the Sea nor agreed maritime demarcation deals great game of gas in the Eastern Mediterranean. with the other littoral countries, except for This was addressed not only to Cyprus, Egypt, Northern Cyprus and more recently Libya's Greece and Israel that along with Jordan, Government of National Accord (GNA) of Fayez Italy and the Palestinian National Authority, al-Serraj. Conversely, since 2004 Cyprus has in January 2019 established the Eastern signed demarcation agreements with the Mediterranean Gas Forum to coordinate their other littoral states. It is not surprising that in energy policies and create a regional gas this context the presence of Turkish drilling market, but implicitly also to the European vessels – Fatih in the west and Yavuz in the Union and the United States that support northeast of Cyprus – have escalated tensions cooperation projects and have important in the Eastern Mediterranean, provoking harsh energy and geopolitical interests. Aspiring to reactions in Brussels and Washington as well. become an energy hub between hydrocarbon- rich areas and the European markets as well Tensions escalated even further at the end as to diversify its energy supplies Ankara, of the year when Turkey took a further step which imports more than 90% of its energy signing an agreement with the internationally requirements/demand, showed to be ready to recognized GNA, one of its few allies in the challenge any initiative that does not include it wider Mediterranean, defining maritime borders and may endanger its geostrategic interests. and EEZs with Libya. Although the legitimacy of the agreement was questioned by the Against this backdrop, the first move was taken other littoral states, Turkey staked a claim on in May 2019 when Foreign Minister Mevlüt an area through which the EastMed pipeline Çavuşoğlu announced the start of drilling is supposed to pass, making its realization activities in the waters west of Cyprus. Claiming Turkey’s Struggle for Influence in the Eastern Mediterranean ISPI | 19
COMMENTARY more difficult. However, the construction of actors in Libya clearly shows that the great this ambitious 1,800 km pipeline – which is game of energy is just one side of a greater supposed to transport between 10 and 16 game for geopolitical influence in the wider billion cubic meters per year from the Levant Mediterranean region. Up to now, it seems that gas fields to Greece and Italy through Cyprus Turkey is succeeding in projecting its power in and Crete bypassing Turkey – faced a number Libya and that the Ankara-Doha axis, of which of challenges in terms of feasibility, costs, the support of political Islam is one of its main and funding, even before the global economic pillars, appears solid and resilient to external slowdown and the drop in energy demand amid shocks. However, how long it is sustainable the Covid-19 pandemic put on hold drilling amid the recession of global economy, the activities carried out by international companies drop in energy demand that tremendously and made the investment for the project more affects hydrocarbons producers like Qatar, unlikely. as well as the spectre of another financial crisis in Turkey, remains an open question. Even more important, the military dimension While it remains to be seen whether or not of the agreement between Turkey and GNA the latest developments both in Libya and in allowed Ankara to throw its weight behind the Eastern Mediterranean will turn into an Serraj’s government by providing GNA with opportunity to de-escalate tensions and open military equipment, training, armed drones, new and unexpected channels of dialogue and and forces. Turkey’s military support, along cooperation, Turkish President Recep Tayyip with Qatar’s financial backing, has reversed the Erdoğan’s decision to transform Hagia Sophia balance of power on the ground in the GNA›s into a mosque was an unequivocal message favour in a crisis that has gradually transformed to the world, and especially to the Sunni into a proxy war between regional and external world: Turkey is here not only to stay but also players. The involvement of a plethora of to play a leading role. A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 20
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES A lthough the Mediterranean was traditionally an afterthought in Israeli geopolitical thinking, the 2000s recorded a shift: Israel is turning to the sea. The Mediterranean is capturing a growing What the Mediterranean role in Israeli geostrategic thinking. This is Means for Israeli in large part the result of the discovery and development of gas in the Mediterranean Geopolitics Sea beginning in the late 1990s. Developed rather quickly, these gas reserves made Israel energy self-sufficient, a significant geo-strategic Ehud Eiran transformation. Prior to these discoveries, University of Haifa energy was a serious concern. The state had no Aviad Rubin energy resources, and for decades found it University of Haifa challenging to secure supply in the face of Arab hostility. With the gas discoveries, Israel gained not only energy independence, but also an economic and political tool. Israeli agreements to export gas to Egypt, Jordan and the Palestinian Authority gave Israel important leverage. The gas discoveries in the Mediterranean further offered the possibility Ehud Eiran is an Associate Professor of international affairs at Haifa University and a Board Member at Mitvim - The for export to Europe if indeed Israeli-Greek– Israeli Institute of Regional Foreign Policies. He is also a visiting researcher at Stanford University’s Political Science Department. Eviad Rubin is a Senior Lecturer of political science at University of Haifa with expertise in religion and state in Israel and the Middle East. ISPI | 21
COMMENTARY Cypriote designs to build an undersea pipe will Finally, Israel’s geostrategic turn to the sea is materialize. The new maritime energy source fueled by its newish reliance on desalinated contributed to the expansion of the Israeli water from the Mediterranean. For decades navy. Once a junior player in the Israeli armed the country suffered from water shortages. forces, in 2013 the navy was entrusted by the Following a 2008 government plan, it moved to government to protect the gas depots, despite heavy dependence on desalinated water that is the fact that they are held in private hands sourced in the Mediterranean, and processed in (including by non-Israeli corporations) and are five coastline plants. Today, desalinated water outside of Israel’s territorial waters. The new accounts for more than 50 percent of Israel’s task, alongside the expansion of the submarine overall water consumption, and 80 percent of flotilla (probably as part of a future nuclear its residential and commercial water needs. deterrent against Iran), awarded the fleet a Israel’s turn to the sea has the potential to more important role in Israel’s national security further affect its relations with the regions’ establishment and resource allocation. It also actors around it. On the one hand, it holds the allowed Israel to use the force for international promise for greater Israeli integration into the cooperation and military diplomacy in the Middle East. Jordan who has limited natural region. This turn to the sea also contributed to resources is already benefiting from a close, an emerging quasi-alliance with Cyprus and affordable energy source and water supply Greece, which includes, among many other from Israel. The Palestinian Authority could areas, the possible joint gas export project, follow. Egypt, is importing gas from Israel, to military exercises, and bi-annual trilateral fill the gap between its current national gas summits between these countries’ leaders. Like resources, and the large needs of the Egyptian its regional allies, Israel is affected by growing economy. On the other hand, Israel’s self- Chinese interest in the Mediterranean. Chinese reliance, and maritime-based alliance with the corporations contracted the expansion of non-Arab, non-Muslim Greece and Cyprus, Israel’s two largest ports, Ashdod and Haifa. could also be seen as a way of distancing The latter was substantial enough to irk the itself from the Middle-East. The alliance US, whose navy used the Haifa port in the past with the Hellenic nations could also drag for re-supply. Israeli and Chinese actors are Israel into the seemingly escalating tension in early phases of developing a Chinese funded, between the Hellenic states and Turkey. Ankara or owned, high speed train from Israel’s Red began projecting more assertively into the Sea port in Eilat to the Mediterranean port of Eastern Mediterranean in the last few months, Ashdod, that will serve as an alternate route including the use of force in Libya, the signing for the Suez Canal portion of Beijing’s Belt and of an EEZ demarcation agreement with it, and Road Initiative (BRI). the prevention of commercial exploration A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 22
COMMENTARY activities in Cypriote waters, alongside Turkish tensions and make a direct confrontation gas explorations in Cypriot economic waters. between Turkey and Israel, especially over Turkey is the strongest maritime actor in the energy issues, Exclusive Economic Zone (EEZ) region and invests considerable resources in demarcation or Gaza, more likely. Finally, Israel’s maintaining this status. Its domestic industries geostrategic turn to the sea might buttress develop capacities to build large naval existing regional institutions, such as the Union platforms, including submarines and an aircraft of the Mediterranean, or at least increase carrier, and to export warships to other states. Israel’s desire to support them or maybe even Turkey is also a key player in controlling the create new ones. After all, the Israeli reliance flow of refugees from the region to Europe on energy and water from the Mediterranean and is involved in most of the conflicts in the necessitates a greater involvement in Eastern Mediterranean. Cyprus and Greece protecting and regulating this space. The joint might expect Israel, their militarily superior aspects of maritime-based gas exploration new ally, to help in curbing Turkish ambitions. and export have already led to the creation The disparity between Turkish strength and in early 2020 of a nascent Cairo-based, East- aspirations, and its seeming marginalization Mediterranean institution, the East Med Gas by the emerging power axis of Egypt, Israel Forum. Greece and Cyprus might amplify regional What the Mediterranean Means for Israeli Geopolitics ISPI | 23
July 17, 2020 ITALIAN INSTITUTE FOR INTERNATIONAL POLITICAL STUDIES A fter an uncertain political transition following the 2011 revolts, Egypt seems ready to reshape its geopolitical role in the Mediterranean area and fulfil its Eastern Mediterranean: geostrategic goals, always maintaining their national security principle to be an essential Testing Egypt’s objective of its domestic and foreign policy. The two main closely and interconnected scenarios, Geopolitical Ambitions? where the country’s strategic ambitions are projected, move from Libya to the contested waters of the Eastern Mediterranean. In Alessia Melcangi particular the latter represents an area that, University La Sapienza and Atlantic Council in recent years, has become a hotspot for the global energy market due to huge gas-field discoveries. It is enough to imagine how the fight for the control of these resources are shaping the region, elevating it to a potential geostrategic game-changer for the coastal countries such as Egypt. Following the success obtained in the beginning of 2019, when the government of President Abdel Fattah al-Sisi officially Alessia Melcangi is Professor of Globalization and International Relations and of Contemporary History of North Africa and the Middle East at the University La Sapienza. She is a non-resident senior fellow at the Atlantic Council. ISPI | 24
COMMENTARY declared the achievement of its natural gas expand its production from the Levantine basin. self-sufficiency thanks to the discovery of the A stance that firstly will aim to intensify the Zohr and Noor fields, Egypt is trying to reassert production of the Zohr field (based along the itself as a regional hub for energy trade and Egyptian-Cypriot maritime borders contested distribution of liquefied natural gas (LNG). This by Turkey), and then to enhance its influence in strategy, that would allow the country to meet the Eastern Mediterranean, further exacerbating its internal needs and profit from gas exports, the dispute with Ankara. led it to support the creation of the Eastern Turkey, which is working to extend its control Mediterranean Gas Forum (EMGF), a sort of “gas over energy resources in the Mediterranean cartel”, through which Cairo, together with Tel – although at the center of the oil and gas Aviv, Nicosia and Athens, could coordinate the exports bound for Europe from Russia and energy policies of its members, by managing the Caspian Sea countries, it needs to import the supply and demand flows. According to about 75% of its energy needs – views Cairo’s Cairo’s view this means also taking advantage moves with increasing apprehension. Ankara of future subsea pipeline projects (such as reacted by taking the field in the Libyan crisis, EastMed, despite some analysts being sceptical which represents a strategic geopolitical node on the real gains for Egypt), which promises to for Egypt and where the country now seems to supply Europe with Egyptian natural gas get bogged down. Also in this scenario, al-Sisi reserves of the Eastern Mediterranean Basin, has to face Turkey as Egypt’s most dangerous creating a direct link with Idku and Damietta competitor. liquefaction plants and shipping gas to global markets. In addition, the latest Libyan developments in favour of the UN recognized Government of In light of a serious domestic and international National Accord (GNA), led by Prime Minister economic recession, following the diffusion of Fayez al-Serraj, and backed by Ankara, Covid-19 pandemic, however, this production created a new step in the Turkish-Egyptian seems to have been hit hard enough to force competition in the Mediterranean. In fact, the the Egyptian government to suspend liquefying inability of General Khalifa Haftar, supported by and exporting natural gas and, in March 2020, al-Sisi’s regime and Gulf monarchies, to resolve to stop the production at the Idku plant. The the crisis by military means and assure control consequences of this decision could have of the neighbouring Cyrenaica, led Egypt to dangerous repercussions on the economic rethink its strategy in the country. and social stability of the country so much that Cairo government declared the need to The tensions between Ankara and Cairo increase its liquefied natural gas exports and have spilled over into the Libyan crisis, after the Ankara’s signature of a memorandum Eastern Mediterranean: Testing Egypt’s Geopolitical Ambitions? ISPI | 25
COMMENTARY of understanding with Tripoli along the refuted by Ankara and Tripoli, al-Sisi decided maritime demarcation border that would allow to beat the drums of war, warning that Egypt Turkey to drill energy resources in Cypriot could intervene militarily in Libya if Turkish- and Greek offshore. This agreement on an backed government forces were to advance exclusive economic zone (EEZ), which violates on Sirte-Jufra frontline. Turkish-backed forces international rules on the delimitation of should not advance to that line that is a “red line national waters, can also be read as a for Cairo” or confront will be likely inevitable. Turkish strategy to reshape its position in the If a military conflict between Turkey and Egypt Mediterranean energy dispute. Supporting breaks out in Libya, it would certainly have the UN-backed government of Serraj and heavy repercussions on the whole region the Muslim Brotherhood-linked factions who and would cause Egypt to recalibrate its belong to the GNA, Ankara was able to turn the goals. The country is, in fact, facing a serious tables ensuring that Tripoli would not fall. The health and economic crisis, due to the serious Turkish presence in this fundamental area is for pandemic repercussions on vital sectors al-Sisi an alarming threat. The long-standing such as tourism. The Egyptian government, conflict within the Sunni world that sees has therefore been forced to request the Turkey and Qatar, fierce supporters of political support of the International Monetary Fund: Islam, against the equally stainless United in the beginning of June they reached a Arab Emirates, Saudi Arabia and Egypt, was staff-level agreement on a $5.2 billion stand- transferred into the Libyan front. by arrangement that aims to alleviate the In this way, it is evident that Egypt cannot economic impact of pandemic. Embarking on a tolerate a Turkish-friendly Islamist new war, in this context, would be a hazardous government in Libya that controls the Libyan- move, to say the least. Egyptian border, because Cairo needs to Yet, it is precisely the economic sector and the safeguard its porous western frontier bordering national security problem, which has always Cyrenaica and prevent dangerous jihadist represented the workhorse of al-Sisi presidency, penetrations from Eastern Libya. Furthermore, that could push Egypt to move rashly in an attempt the other relevant economic interests that to roll back Turkish aggression. In this context, historically linked the two North Africa Egypt would risk being crushed in its geostrategic countries, represent a priority for the Egyptian and geopolitical aspirations, losing its grip on the government’s strategy. After the failure to neighbouring country. The late Egyptian “Show of achieve a cease-fire and a possible agreement Forces”, which led al-Sisi to move several armoured with the GNA under the UN auspices with the vehicles and a number of fighter planes to the 6 June Cairo Declaration, which was vigorously border with Libya, would thus be justified. A Geopolitical Sea: The New Scramble for the Mediterranean ISPI | 26
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