As the U.S. works toward getting more 11,000 Americans, diplomats and Afghan allies out of the country, what kind of Taliban should the U.S. expect to deal with in Afghanistan?  So far, there have been assurances from the Taliban that a new regime may not be as brutal as regimes past, but few who have worked with the Taliban believe the assurances.  How might the regime work with, or shelter groups like al-Qaeda, which is the reason why the U.S. entered into Afghanistan after 9/11.  And how might a massive-scale exodus of Afghans impact neighboring countries?

The Cipher Brief sat down with the former National Intelligence Manager for Iran at ODNI, Norman T. Roule to get his expert-level perspective.

Norman T. Roule, Former National Intelligence Manager for Iran, ODNI

Cipher Brief Expert Norm Roule served for 34-years in the Central Intelligence Agency, managing numerous programs relating to Iran and the Middle East. He served as the National Intelligence Manager for Iran (NIM-I) at the Office of the Director of National Intelligence from November 2008 until September 2017.  As NIM-I, he was the principal Intelligence Community (IC) official responsible for overseeing all aspects of national intelligence policy and activities related to Iran, to include IC engagement on Iran issues with senior policy makers in the National Security Council and the Department of State.

The Cipher Brief: How would you characterize the international community’s response to the Taliban victory in Afghanistan?

Roule:  Historians of the future will likely describe the response to the Taliban victory as a strange mix of apathy and confusion.

In terms of apathy, there is extraordinary irony in the fact that after spending so much blood and treasure to defeat Da’esh efforts to establish an extremist Islamic Republic in Syria and impose its oppression over Iraqis and Syrians, the international community failed to prevent the creation of an Islamic Republic in Afghanistan. Many of the arguments behind our involvement in Syria – from a refugee crisis to the need to deny international Islamic militants a home to birth new terror groups – apply to Afghanistan. Whether or not one supported this decision, it is hard to avoid thinking that this episode will embolden militants worldwide.

In terms of confusion, we seem to be unable to accept that no one can predict the course and pace of crowd dynamics that so quickly eroded Afghan resistance. We live in a world where people acknowledge their inability to predict who will win our presidential elections but insist the Intelligence Community can somehow predict the day events will occur in a denied environment. But such a worst-case possibility should have been part of the planning deck and resourced on the ground accordingly.

The Cipher Brief: How would you expect the international community to respond in the coming days?

Roule: Absent a Taliban attack, operations at the airport should proceed more smoothly as our response architecture grows. Beyond that, much depends on how the Taliban act in the coming weeks. The group is not a monolith. Their success was highly likely as much a surprise to them as anyone. As they define their path and choose their leaders, there will be internal debates, jockeying for power, and perhaps some violent infighting.

In terms of indicators of the regime’s direction, we may want to consider the following questions:

First and foremost, how will the Taliban respond to our ongoing evacuation? Thus far, they seem willing to let us leave untouched, probably believing that the sooner we get out, the easier it will be for them to take control. At the same time, international media coverage of the evacuation will impose a strategic embarrassment on Washington.

Second, to what extent have the Taliban changed? They certainly understand that diplomacy played a role in their victory. Some of their leaders have spent hundreds of hours with foreign diplomats and traveled to multiple foreign capitals. How will these leaders merge such experiences into governance with more insular colleagues? They are likely to talk initially about compromise regarding women’s rights and inclusion of opponents in the government, but this may well be another effort to buy time. The international community has few pressure points over the group. How this plays out will be a good indicator of how they plan to run the country.

Next, how will they handle the issue of al-Qaida and other terrorists? We cannot overlook the deep connections between the Taliban and al-Qaida. If they believe the international community will limit its response to demarches, press statements, and empty sanctions, many in the group will be inclined to allow al-Qaida to reorganize.

Last, I would look at the refugee issue. They are likely to welcome external aid and allow at least some humanitarian groups to remain in country. Doing so requires no political concessions, addresses a domestic headache, and provides an opportunity for corruption. Humanitarian groups also offer a lever the Taliban can use against the West, i.e., refrain from criticizing us, or we will block your humanitarian operations. The Houthis have done this with great effect in Yemen.


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The Cipher Brief: How do you think will China, Russia, and other adversaries will respond to the withdrawal? 

Roule: Chinese propagandists have aggressively exploited our evacuation from Afghanistan. Its media is already claiming that these events show Taiwan that “once war breaks out in the Straits, the island’s defense will collapse in hours, and the US military won’t come to respond.” China’s press has also reportedly announced that the U.S. will not stand by Hong Kong activists.

Beijing, Tehran, and their proxies will likely point to the withdrawal as evidence that the U.S. is a declining power, unwilling or incapable of defending its friends. It will be lost on no one that whereas the U.S. has abandoned Afghanistan, Russia, China, and Iran have not wavered in support of their – admittedly few and otherwise isolated – allies.

In a worse case, if our adversaries believe the withdrawal reflects a lack of national resolve, they may be tempted to test our will on other issues. In this case, a miscalculation could lead to a conventional war in another theater.

The Cipher Brief: What would you say to those who say that the withdrawal demonstrates that the U.S. will only focus on strategic interests?

Roule:  Certainly, this argument has an appeal. It is true that our strategic adversaries like nothing better than the U.S. expending resources and diplomatic energy in such areas as Afghanistan, in part because we are, in essence, protecting their interests for free. But it does beg two questions.

First, what will happen differently next year regarding China, Russia, efforts to combat climate change, and cyber actors, now that we are out of Afghanistan? Second, what exactly is a U.S. strategic interest that we would protect? Estonia? Bahrain? Taiwan?

This argument also glosses over how others respond to such a posture. If a country perceives itself outside the international community’s protection, it will likely accommodate an aggressor. Our next call for a coalition of the willing will likely meet with less enthusiasm.

U.S. influence depends on the respect shown to us in multiple arenas. The echoes of this localized respect become self-reinforcing. We should think about what happens to collective international security if these echoes are silenced.

Last, this argument inherently argues that values are strategic interests. Unless violence directly touches Americans, we will limit our response to diplomacy and public statements. Such protests are unlikely to stop those behind a future Srebrenica massacre or the Rwandan genocide. Indeed, one can make a case that such a response might even encourage such events.

The Cipher Brief: How can the U.S. now best demonstrate its national resolve?

Roule:  As the saying goes, the best way to demonstrate national resolve is to demonstrate national resolve. Fair or not, this episode will tar the Biden administration. It doesn’t help that some allies reportedly have complained that the U.S. did not sufficiently consult with them on its decision to withdraw. Public criticism of the withdrawal decision by some of our closest European partners is growing. Adversaries will now consider their action through the lens of Afghanistan, much as the post-Vietnam malaise encouraged Soviet aggression in the 1970s.

I am not saying that we can’t reverse this situation. The U.S. withdrawal from Lebanon in 1984 caused many to question U.S. resolve. Although it did signal an end to U.S. (and international) efforts to eradicate Hezbollah, Reagan’s actions in other arenas (to include Afghanistan) restored the image of U.S. national resolve. Difficult diplomacy and a demonstration of our willingness to use military power when needed lay ahead.


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The Cipher Brief: What does the return of the Taliban mean for al-Qaeda?

Roule:  There is little reason to believe the Taliban-Al-Qaida relationship will not resume, although al-Qaeda is a fragmented and a pale version of its original stature. Nonetheless, it is easy to imagine the delight of its remaining leadership and cadres. Elements in Iran will likely seek to return to Afghanistan, perhaps assuring Iran that in exchange for tolerance of periodic transit of Iranian territory, the group will use its influence with the Taliban to protect Iran’s interests. We should watch for any signs of a return to Afghanistan by Zawahiri’s deputy, Sayf al-Adel, who is currently in Iran with other members of the group’s leadership council.

But al-Qaeda is not the only actor on this stage. Its leader Ayman al-Zawahiri has not appeared for months and has far less influence than Osama Bin Laden. Afghanistan also hosts al-Qaeda in the Indian Subcontinent (AQIS), ISIS, and other groups. The Taliban have emptied Afghanistan’s prisons which held deeply committed and dangerous militants who may gravitate to whatever new militant leadership might arise. But a lethal threat to Americans is sure to appear. The only questions are its size, goals, and reach.

The Cipher Brief: What does the U.S. withdrawal mean for China and Russia?

Roule: Both countries have sought to undercut U.S. influence in Afghanistan. They will each be delighted with the rhetorical violence of our internal debate over the withdrawal. But they also enjoyed the stability our engagement provided in a country so close to their borders.

Both countries have developed relations with the Taliban. I believe each hosted a Taliban delegation in recent weeks. It shouldn’t be lost on us that neither country felt compelled to withdraw its personnel from Kabul. That’s a pretty good sign of their confidence in the relationship.

Outside of Afghanistan, each will use the withdrawal to increase their influence with Central Asian actors – including Turkey. Coordination on terrorism and narcotics issues will come most easily. For example, Uzbekistan will worry that the Taliban will renew support of the violent Islamic Movement of Uzbekistan, which has long maintained a presence in Afghanistan.

China’s concerns will be threefold. Beijing will use economic and diplomatic inducements to ensure that the Taliban do not encourage unrest among China’s oppressed Uighur population, let alone support the East Turkistan Islamic Movement or other Chinese militants in Xinjiang province. Next, Beijing will want to explore the Belt and Road access Afghanistan offers. Last, China will likely test whether it can achieve a commercially viable deal to mine Lithium and other minerals. In that mine operations require many years to develop and a vast amount of capital to construct, such arrangements are likely to be few given Afghanistan’s unpredictable political and security environment.

As for Russia, the U.S. withdrawal offers a chance for greater influence in Central Asia. We should watch for signs of new Russian military bases in the region. Moscow’s concern that Afghanistan will once more become a sanctuary for anti-Russian terrorists will also drive its relationship with the Taliban.

The Cipher Brief: What about Iran and Pakistan?

Roule: Iran has long maintained a relationship with Taliban elements. Reportedly, this involved sanctuary and provision of some weaponry. Tehran’s goals were to hedge its bets in Afghanistan, influence the enemies of the U.S., and protect the Shi’a of Afghanistan.

On the last point, Iran may have much work to do. Taliban personnel reportedly tore down Shi’a posters as they entered Kabul. Tehran must now contend with the consequences of refugees and the rise of warlords on its border.

The current head of Iran’s Qods Force, Esmail Qaani, has considerable experience on Afghan issues, and I expect he will play a prominent role in Iran’s response. We should watch to see how the Qods Force deploys its seasoned Afghan Fatemiyoun proxies from Syria.

Pakistan’s long-time relationship with the Taliban will give it more influence over the group than other countries. But Islamabad also will be on the receiving end of a flood of refugees, renewed militant terrorism in its loosely-controlled border areas, and Western pressure for its support of the Taliban. Ties to the Taliban may also complicate Islamabad’s relationship with India and China.

The Cipher Brief: What does this mean for the U.S. intelligence community?

Roule: The counterterrorism cadre of the US intelligence community and its partners have achieved extraordinary successes in the last years. But their work is now more complicated but no less urgent. For example, our withdrawal has reduced collection streams and potential access when the Afghanistan-based terrorist threat has only begun to grow. This challenge arrives as we shift counterterrorism resources from al-Qaeda to domestic extremists, cyber threats, and China.

The Cipher Brief: Any final comments?

Roule: If I may, I would like to close with a couple of brief comments.

First, we need to do everything we can to support personnel on the ground in Afghanistan. They – and their support teams at home – are trying to restore order in the middle of a hurricane. We are watching heroism at its best.

Next, the narrative of Afghanistan is unsurprisingly partisan. But politics shouldn’t obscure the truth. For more than twenty years, thousands of American and coalition partners volunteered to risk their lives in Afghanistan. We didn’t come to colonize. We didn’t steal Afghan resources. The operational goals were to bring Bin Laden to justice, destroy al-Qaeda, and prevent Afghanistan from becoming a haven for the group in the future. We also worked to transform Afghan society. The need for this last effort wasn’t apparent at the outset of our invasion. But it was likely unavoidable if we hoped to satisfy our values and enable Afghan society to confront its militant population. This effort represents the best of our values, and we owe all who served in this arena our most profound respect. Afghans who have participated in their country’s efforts during the past two decades will endure tremendous suffering. But they remain Afghanistan’s best hope and they deserve our support. Last, we need to end the fiction that Afghans didn’t fight for their country. Tens of thousands of Afghans were killed and wounded in the fight against al-Qaeda. Many involved in this fight are reportedly being sought door-to-door by the Taliban. Discounting their efforts may serve a political narrative, but it does them a terrible injustice.

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For the first time since the start of the pandemic, the number of new daily Covid cases in Germany has exceeded 60,000, according to the country’s disease control and prevention agency, the Robert Koch Institute.

Authorities fear that in reality the figure is even higher, as not all cases are immediately reported or detected. Just a week ago, the number of daily infections across Germany surpassed the 50,000 mark.

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Among the country’s Covid hotspots are Thuringia, Saxony and Bavaria. In the latter region, hospitals are so overwhelmed with Covid patients that they have had to put off any non-emergency surgery.

Against this grim backdrop, lawmakers in the Bundestag on Thursday backed a new set of measures aimed at containing the spread of the disease. The package was proposed by Germany’s Social Democrats, the Green and Free Democratic parties, which are expected to form a new coalition government as early as next week.

If passed by the upper house, the rules would include mandatory daily Covid testing for employees of, and visitors to, care homes, regardless of vaccination status. Germans would also be required to show proof of full vaccination, recovery or a fresh negative Covid test in order to enter their workplace or use public transport.

On top of that, those caught selling and forging fake certificates and tests could face up to five years behind bars. Just like the Covid regulations currently in place, the new plan gives some leeway to regional authorities in terms of restrictions so that, for instance, the banning of recreational, cultural, and sporting events will be at their discretion. However, things like travel bans, curfews and massive closures of businesses would now be off-limits to local government.

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France has imposed a curfew on its overseas territory of Guadeloupe and is sending extra police to the island, citing days of “violence,” unrest and vandalism in response to harsh pandemic restrictions.

“Given the ongoing social unrest and acts of vandalism, the prefect of Guadeloupe has decided to establish a curfew starting today from 6pm to 5am,” Alexandre Rochatte, who represents the archipelago as prefect, said on Friday.

Earlier on Friday, the French Interior Ministry noted that 200 French police officers and gendarmes would be shipped into Guadeloupe in the coming days to crack down on the “violence” and “restore republican order.”

READ MORE: Macron discloses whether lockdown for unvaccinated will be necessary in France

The move comes after nearly a week of heated protests over local Covid-19 policies – which include mandatory vaccinations for healthcare staff and other ‘essential’ workers, among other things. Demonstrators have torched cars and erected burning barricades in the streets, while doctors, firefighters and other professionals have walked off their jobs in protest, according to Reuters.

In footage circulating online earlier this week, men purported to be protesting firefighters were seen soaking police with a water hose hooked up to a nearby fire hydrant. Officers quickly shut off the spigot.

As in mainland France, residents are also required to present proof of vaccination, a negative PCR test or show they recently recovered from the virus in order to enter a number of public establishments, including restaurants and museums.

Those policies have proven unpopular for many locals, with trade unions launching indefinite strikes in protest over the past week, joined by other residents in street demonstrations.

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A Canadian teenager has been arrested after allegedly stealing $36.5 million in cryptocurrency from a person in the US. The police claim it was the largest such heist involving one victim ever registered in North America.

Police in the city of Hamilton, Ontario, arrested the unidentified perpetrator on Wednesday, after over a year investigating what they have described as the biggest-ever cryptocurrency theft from a single person in either the US or Canada. Local police began a joint investigation with the Federal Bureau of Investigation and the US Secret Service Electronic Crimes Task Force in March 2020, when the theft was reported.

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The Hamilton Police Service said it had made “multiple” seizures in excess of CA$7 million (US$5.5 million) during the arrest, which came after investigators noticed some of the stolen money had been used to buy an online username considered “rare” in the gaming community, according to a police statement.

The victim was apparently targeted by a cell phone hijack known as SIM swapping. This method involves manipulating cellular network employees to duplicate phone numbers in order to let the scammer intercept the two-factor authorization requests that allow them access to a victim’s account.

This method is considered especially potent because a lot of people use the same password for multiple sites, according to Detective Constable Kenneth Kirkpatrick, of the Hamilton Police’s cybercrimes unit. He added that cyber and cryptocurrency crimes were becoming increasingly common, but noted that the figures involved in this case were “very surprising.”

“It’s a large amount of money in anybody’s opinion,” Kirkpatrick said, adding that the case was currently in the Hamilton court system.

The police haven’t revealed the age or gender of the youth, the username they purchased, or whether they were acting alone.

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UK Home Secretary Priti Patel has acted to proscribe the Palestinian group Hamas “in its entirety,” stating that it has significant capacity to carry out terrorist acts and has facilities to train attackers.

In a tweet on Friday, Patel stated that she had banned the Palestinian group Hamas and designated it a terrorist organization, as she reiterated the British government’s commitment to “tackling extremism and terrorism wherever it occurs.”

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“Hamas has significant terrorist capability, including access to extensive and sophisticated weaponry, as well as terrorist training facilities,” she wrote.  

The home secretary’s tweet came during her visit to Washington and followed speculation on Friday morning that she was soon to outlaw the group.

Pre-empting Patel’s announcement, Israeli Prime Minister Naftali Bennett welcomed Britain’s intention” on Twitter.

“Hamas is a radical Islamic group that targets innocent Israelis & seeks Israel’s destruction. I welcome the UK’s intention to declare Hamas a terrorist organization in its entirety – because that’s exactly what it is,” Bennett wrote, thanking the leadership of Prime Minister Boris Johnson.  

Yair Lapid, Israel’s foreign minister, also hailed the expected move against Hamas, saying it was part of strengthening ties with Britain.” 

Until now, only Hamas’ military wing, the Izz al-Din al-Qassam Brigades, had been outlawed by the British government. The EU and the US have already proscribed all of Hamas.

Hamas political official Sami Abu Zuhri rejected Britain’s move, claiming it showed absolute bias toward the Israeli occupation and is a submission to Israeli blackmail and dictations.” 

In a separate statement, the group claimed it had a right to resist occupation by all available means, “including armed resistance.”

Hamas seized total control of Gaza in 2007, on the back of an election victory in 2006.

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Two climate activists in Australia have brought the world’s busiest coal port to a halt, strapping themselves to a massive piece of machinery and refusing to come down. The stunt follows more than a week of similar actions.

Blockade Australia, a climate group focused on “strategic direct action,” declared that two of its members had clambered atop equipment at the Port of Newcastle and stopped work there late Tuesday night, sharing footage captured by the activists as they suspended themselves from a large loading machine.

“Zianna and Hannah have shut down Newcastle coal port, abseiling from coal handling machinery. The port cannot resume operations until the pair are removed by police,” the group said, identifying the activists by their first names only, adding “This is the tenth consecutive day of disruption to Newcastle coal port and its supply rail network.”

The protest stunt follows at least 16 similar actions over the last week or so, the group said, some targeting the rail line near the port, the world’s largest for coal exports.

Another demonstration carried out on Tuesday saw a second pair of activists breach the port and “hit emergency stop buttons” on machines before strapping themselves to a different piece of equipment. They were brought down and arrested after “several hours” and are expected to appear in court in the coming days.

The disruptions have drawn the ire of state officials, with New South Wales Environment Minister Matt Kean calling them “completely out of line” and urging police to “throw the book” at the protesters, at least 19 of whom have already been arrested so far this month, according to ABC.

“Pull your heads in, get out of the way and stop hurting other people going about their lives, running their businesses,” the minister said during a radio interview on Wednesday. “There are hundreds of ways to make your views known and advocate for change, but risking the lives of rail workers is definitely not one of them.”

The activists could face charges that carry maximum sentences of 25 years in prison, NSW police commissioner Mick Fuller said, noting that local law enforcement has created a “strike force” to deal with future disturbances at the port.

READ MORE: The trillion dollar push to decarbonize global shipping

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The EU’s drug regulator has backed the emergency use of Merck’s pill for the treatment for clinically vulnerable Covid-19 patients as cases surge across the continent.

On Friday, the European Medicines Agency (EMA) “issued advice” backing the emergency use of the drug developed by Merck in collaboration with Ridgeback Biotherapeutics, although it has not yet been authorized by national authorities.

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EMA green lights new Covid treatments

In a statement, the drug regulator said the medicine called Lagevrio – also known as molnupiravir or MK 4482 – “can be used to treat adults with Covid-19 who do not require supplemental oxygen and who are at increased risk of developing severe Covid-19.

It said the treatment should be administered as soon as possible after Covid-19 is diagnosed and within five days of the start of symptoms. The medicine should be taken twice a day for a period of five days.

The EMA listed the potential side effects of the capsules, including mild or moderate diarrhea, nausea, dizziness and headache. The treatment is not recommended for pregnant women.

The watchdog announced earlier on Friday that it had begun reviewing Pfizer’s medicine Paxlovid for Covid-19 with the same goal “to support national authorities” who may decide on its early use prior to marketing authorization in light of rising cases and deaths in Europe.

On Friday, Austria announced it would enter a new nationwide lockdown from Monday and make vaccination mandatory, while Germany’s health authorities claimed the country had turned into “one big outbreak.”

Both Pfizer and Merck have requested approval for their coronavirus medicines from the US Food and Drug Administration, but it is unclear when it might be granted.

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EXPERT PERSPECTIVE — On 16 June, US President Joe Biden and Russian President Vladimir Putin met for just under four hours in Geneva. This was Mr. Biden’s first meeting with Mr. Putin during his presidency and Biden is the fifth US President with whom Putin has held a summit.

Expectations for the summit were characterized as low by both sides in advance and assessed a bit more positively after the conclusion of the meeting. The meeting presented an opportunity for both leaders to present grievances and warnings to the other (and show toughness to their domestic constituencies).  Other than presenting the opportunity to blow off steam, the results of the meeting appear modest:  the agreement to return ambassadors to their posts, to resume bilateral arms control discussions, to conduct discussions on “strategic stability” and to hold unspecified consultations on cyber. In typical fashion, Mr. Putin rejected all of Mr. Biden’s assertions about Russian actions and made counter accusations referencing hostile US actions.

Of the deliverables from the summit, cyber will no doubt turn out to be the most problematic area for follow up. Mr. Biden apparently delivered to Mr. Putin a list of 16 US critical infrastructure sectors that should be considered “off limits” for cyberattacks, e.g., “red lines” not to be crossed without the risk of significant retaliation. For his part, Mr. Putin asserted that it is Russia that is the victim of cyberattacks originating from the territory of the US and it’s NATO partners and also is the victim of  attempts to interfere with Russian elections.  The challenge in cyber discussions going forward will center around three areas:  differing interpretations of the relevance of deterrence theory in today’s cyber environment, attribution, and control.

Mr. Biden’s firm comments to Mr. Putin on recent cyberattacks against the US such as the ransomware attack on Colonial Pipelines (Mr. Biden is said to have asked Mr. Putin how he would react if Russia’s pipelines were hit?) and his provision of a list of “off limits” US infrastructure entities suggests a deep belief in this administration that Russia can be deterred from engaging in future conduct of cyber operations against US targets or “sanctioning” attacks originating from the territory of the Russian Federation by criminal groups.

Unfortunately, it is highly likely that either Mr. Putin nor those who control the levers of Russian cyber operations agree that deterrence theory applies.  Deterrence only works when both sides know the other is capable of – and willing to – cause significant harm to the other.

The Russian side likely believes (and may have amply demonstrated) that the US is disproportionately vulnerable to cyber risk at every level of its economic, societal, and political infrastructure whereas Russia is not.  There is a reason the use of cyber tools has become a central feature of Russian strategic doctrine. They work and seem a legitimate tool that falls short of conventional war. Hybrid warfare using cyber tools, the Russian side would argue, is no different than the economic warfare Russia is experiencing from sanctions imposed by the US its allies.

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The Middle East has demanded Washington’s attention on an almost weekly basis since President Biden took office in January. Since then, the White House has made the decision to speed up the withdrawal of U.S. troops from Afghanistan, has been faced with militia attacks in Iraq, Hamas attacks on Israel, the collapse of Lebanon, political instability in Jordan, OPEC issues, a political crisis in Tunisia, Houthi rejection of diplomacy in Yemen, Iran’s refusal to return to the nuclear deal, and most recently, attacks believed to be perpetrated by Iran against  tanker ships. This of course, is occurring as COVID continues to ravage regional economies and undermine the stability of fragile states. And let’s not forget that Al Qaeda and ISIS remain active throughout the region.

The Cipher Brief tapped Expert Norman Roule for insights into what all of this means for the Biden Administration and the rest of us in the coming months.

Norman T. Roule, Middle East Expert, Former National Intelligence Manager for Iran, ODNI

Norman Roule served for 34-years in the Central Intelligence Agency, managing numerous programs relating to Iran and the Middle East.   He served as the National Intelligence Manager for Iran (NIM-I) at the Office of the Director of National Intelligence from November 2008 until September 2017.  As NIM-I, he was the principal Intelligence Community (IC) official responsible for overseeing all aspects of national intelligence policy and activities related to Iran, to include IC engagement on Iran issues with senior policy makers in the National Security Council and the Department of State.

The Cipher Brief: Let’s start broadly.  The Biden Administration has had a lot to deal with in the Middle East since the president took office in January.  How are they doing?

Roule:  I think it’s too early to assesses the administration’s performance. The Biden administration arrived with several broad goals. It promised to reduce American military forces in the region, rely more on diplomacy and cooperation with Europe to resolve regional problems, and adjust relations with long-time regional partners like Israel and Saudi Arabia. But the challenges of the region are long-standing and routinely intrude upon Washington’s foreign policy agenda. And U.S. foreign policy in the Middle East has become a sharply partisan issue.

The administration’s response to events that have transpired in the region since the beginning of the year, has reassured those who looked for a greater emphasis on diplomacy. Washington assigned experienced envoys to contain multi-party issues and coordinated with Europe to limit U.S. involvement. The Secretary of State and his deputy have made high-profile visits to the region. The President has hosted such leaders as the King of Jordan and the Prime Minister of Iraq. And National Security Council engagement with Israel is routine. U.S. military shifts have taken place, but the administration still prioritizes security cooperation with regional partners. However, the U.S. withdrawal from Afghanistan is perceived by many as precipitous. Others worry that the U.S. has joined Europe in overlooking Iran’s attempts to change the political DNA of Iraq, Syria, and Yemen. The U.S. response to the Houthi’s use of Iran-supplied missiles and drones against civilian targets remains mainly rhetorical despite the lethal threat this poses to Saudis, Americans, and others living in the Kingdom.

The Cipher Brief:  That’s a sobering review. Is there any good news from the region for this administration?

Roule:  Actually, quite a bit. The administration has found that regional states will collaborate on complex issues beyond the region. Qatar plays a unique role in U.S. Afghan policy. The United Arab Emirates and Saudi Arabia are essential partners in resolving East African crises.

Regional leaders place great value on security cooperation as well as robust engagement with the U.S. private sector. Al-Qaeda and ISIS remain a threat, but at a fraction of their past potency.

Long-overdue political and economic reforms continue, albeit not at the pace or scale some Western observers seek. Saudi Arabia has introduced notable human rights reforms. A growing number of countries in the region have undertaken high-profile efforts to combat corruption and reshape their economies. Oman has begun the long road to restructuring its economy. Iraq and Libya remain intact despite their fractious polities.

I think the administration has also been impressed by the efforts of the Gulf states to diversify their economies, particularly in the area of green energy. The visits by U.S. Climate Envoy Secretary Kerry have been quite popular, probably more than some expected. I see plenty of momentum for growth here. 


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The Cipher Brief: The Iranian nuclear talks appear to have stalled. How did this happen? And what will it take for Iran to return to the deal?

Roule: Iran will return to the nuclear deal when it first believes it has wrung every concession out of the West in order to shield its economy from sanctions that could follow its non-nuclear aggression. It will also seek to ensure that it has fatally compromised the U.S. ability to reimpose sanctions within the nuclear deal itself. The Biden administration pledged a return to the deal as written, an end to the maximum pressure policy of its predecessor, and a rejection of regime change. More broadly, it also announced an intention to reduce the U.S. military presence in the region, a reassessment of Washington’s relationship with Israel and Saudi Arabia, and support for regional engagement with Iran. Some believe that the administration may even have turned a blind eye to Chinese purchases of Iranian oil as a signal to Tehran of Washington’s goodwill. If reasonable leaders ruled Iran, all of this should have produced an early return to the deal. But Iran’s leaders are rarely seen as reasonable. Iran could have chosen a fast return to the deal. Instead, it pushed for what all members of the P5+1 agree are unreasonable demands.

At this point, conditions aren’t favorable for an Iranian return to the deal in the near term. First, Tehran has pocketed all the benefits offered by the Biden administration’s initial approach without any concessions of its own.

We should also consider that Iran’s leaders may not want to return to the deal. Tehran’s primary goal in the 2015 nuclear deal was to obtain sanctions protections against the most vulnerable sectors of its economy in exchange for constraints on its civilian nuclear program. Tehran found that an end of nuclear sanctions did not solve the economic problems which produced domestic unrest, nor did the imposition of sanctions threaten the regime. Sanctions indeed constrained Iran’s ability to support proxies in the region, but even this was tolerable for the regime.

Next, Iran’s economy has stabilized somewhat in recent months. It remains in terrible shape but not so bad that the survival of the system is in question.

Last, we need to remember that Iran has historically offered concessions when confronted by a united international threat. Whatever your views on the nuclear deal, its very existence fragments international unity against Iran, which has always been a critical goal for Iran’s leaders. Support of the deal may bring us closer to Europe, Russia, and China but inevitably make regional partners believe we have ignored their valid security interests since there is little reason to believe Iran will moderate its non-nuclear behavior. Opposition to the nuclear talks may win support from Israel and Iran’s neighbors but it also invites friction with Europe, Russia, and China. These countries generally reject non-economic coercion against Iran and say relatively little about Iran’s regional adventurism.

The Cipher Brief: With a new president, will Iran’s new leadership continue to participate in the nuclear talks?  What will it take for Iran to return to the deal?

Roule: I believe Tehran will remain in the talks, but it will likely use the coming weeks to project defiance and even a willingness to walk away. The developing crisis over Iran’s naval attacks in the Arabian Sea may also postpone engagement. But for Iran, talks are a net positive. In addition to significant sanctions relief, the talks allow Iran – a mid-sized country – to routinely engage the attention of the world’s powers and play these actors against each other. This engagement also brings de facto recognition of the Raisi government, no small thing given his bloody background. The talks allow the Raisi government to argue directly with senior European counterparts that new sanctions for its many non-nuclear crimes would prevent it from returning to the nuclear deal. Last, the talks will give the Raisi government a platform for defiant rhetoric that will unsettle its adversaries and satisfy domestic supporters.

The Cipher Brief:  So, what circumstances would compel Iran to return to the deal?

Roule:  I can think of two paths that lead to an Iranian return once the new regime has vented defiant rhetoric. First, Tehran would need to believe that its rejection of the deal and malign regional actions had unified the international community to collectively support renewed economic pressure. Second, if Iran’s economy or political dynamic suffers a downturn that Tehran’s leaders perceive as leading to the downfall of the Islamic Republic. Either will need to include face-saving concessions.

The Cipher Brief: How should we look at current unrest in Iran?

Roule: The ongoing unrest shows no sign of being a near-term threat to the regime.  The crowd sizes appear manageable and anti-regime violence has so far been minimal. Security forces are relatively well organized and they are unsympathetic to protestors. The main weakness of protest remains that the opposition lacks direction, leadership, and support by labor groups. There appear to be no external or internal power centers capable of challenging the Supreme Leader.

We shouldn’t overlook the fact that many Iranians do support the regime. Despite a historically low turnout and Raisi’s admitted record of blood, eighteen million Iranians voted for him. It has become routine to see videos from Iran in which women argue that they cannot be forced to wear a hijab. But the same videos show other Iranian women (and men) asserting that failure to do so violates Iranian law and culture.

The current unrest did have aspects that likely worry Tehran. Oil workers put down their tools, and sympathy strikes reportedly erupted in major cities, albeit not on a scale that threatened the regime. The grievances of the Iranian people are so reasonable that they are increasingly acknowledged as such by government officials. But conditions in Iran are unlikely to improve. COVID continues to wreak havoc while climate change makes water and electricity shortages more painful. For these reasons, unrest will continue and probably intensify.


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The Cipher Brief: What do you expect President Raisi to accomplish domestically, regionally, and internationally in his first 100 days in office?

Roule: Domestically, he will take steps to show how he will sustain Iran’s revolutionary spirit during what many believe to be a period of transition to a new generation of leaders. We will see this initially play out in his ministerial selections as part of a broader campaign to staff the bureaucracy with ideologically sound personnel, especially those with a background in the Revolutionary Guard. Security services and the military are very likely to see strong support. He will want to show that he is taking steps to address COVID and the economy. Programs directed at the poor are likely to be a priority, but he will have no sympathy for protestors. I wouldn’t be surprised if he announced an anti-corruption campaign and targeted members of the Rouhani administration for its initial investigations. We will also continue to see efforts to prepare Iran’s oil sector so that Tehran can quickly ramp up oil sales once sanctions end. Last, he is likely to support growing regime control of the internet. A bill calling for such control is currently before the parliament.

The Cipher Brief:  What about foreign policy?

Roule:  I don’t anticipate many changes in foreign policy. Raisi will mouth support for regional engagement but will maintain a defiant attitude towards the West, animus toward the U.S., support for proxies, and suspicion – but likely not rejection – of the nuclear talks. We need to be clear that he sees any sanctions relief as a transactional issue. Much as in 2015, Tehran will be clear that it will not allow a new deal to transform Iran’s society or its relations with the West.

The Cipher Brief: What are your thoughts on what would constitute an effective U.S. strategy to deter Iran’s regional activities, such as continued attacks on maritime trade, proxy support for attacks on Saudi Arabia, and activities in Yemen and Syria?  Can you imagine a scenario when the U.S. might engage militarily?

Roule: Our strategy must involve our international partners. We should avoid anything that makes it appear as if this is a U.S-Iran conflict instead of Iranian actions that threaten multiple countries and their citizens. The question becomes, will the international community join us or stand back while the U.S. takes the hard steps needed to contain Iran. Sanctions certainly deprive Iran of resources it would use for its proxies, but sanctions alone will not end Iran’s belligerence. The

The Cipher Brief:  What are Iran’s likely plans in Afghanistan in the wake of the U.S. withdrawal? What worries you the most?

Roule: There is plenty about Afghanistan to worry everyone, but I won’t dwell on the issues that are covered well in The Cipher Brief by others.  Iran has enjoyed the security stability that came with our presence. Now they have the Taliban on their border. Qods Force commander Esmail Qaani has considerable experience in Afghanistan. Iran’s security forces will likely engage the Taliban, Afghan governments, and warlords in equal measure to ensure that Iran can exert some influence over each. Iran is likely to transfer some portion of its Afghan proxies in Syria to western Afghanistan to protect Iran’s interests.

One issue that concerns me is the fate of the al-Qaeda cell in Iran. Tehran has enabled an Al-Qaeda presence on its territory for years without any international cost. That presence may well choose to migrate back to Afghanistan to reconstitute its former power center. The international community should hold Iran responsible if this happens. After all of the blood and treasure spent in the war on terror, we cannot tolerate Iran enabling al-Qaeda’s resurgence.

The Cipher Brief:  It feels like that would be an incredible regression.  Let’s shift to energy issues. Where do energy markets stand in the wake of the OPEC deal? And what do you think are the main drivers?


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Roule: Three baskets of drivers now define energy markets. First, the fundamentals. Here we are watching steady draws on stockpiles, production remains below what the market could absorb, and supplies will be tight for the remainder of the year. U.S. producers appear generally focused on return on equity vice expansion, which will likely mean that we will produce around two million BPD of oil less this year than last year. U.S. rig count is about double what it was a year ago at this time but is growing only slowly. It likely dropped slightly a week ago. Capital investment in the oil industry plummeted in 2020. Shareholders are pressing company leaders to use profits from restored oil prices to invest in green technology. OPEC policy remains conservative in the face of variables including; when Iran and Venezuela will resume production, the question of whether inflation has returned, and the impact of investor speculation.

Second, COVID is here to stay even in the best-case scenarios. The international community has failed to come close to a uniform approach to social distancing, travel, and economic reopening. We tend to look at this through a national perspective, but it may be insightful to look regionally to see how COVID-D shuts down specific industries as it spreads globally. Fresh COVID lockdowns in China have combined with signs of a decline in Chinese manufacturing to restrain prices.

Finally, geopolitical developments have generally had only a temporary impact on price pressures, but I worry about events in the Middle East. Expansion of Iranian attacks in strategic waterways with significant commercial and energy traffic may be more consequential. Insurance costs may increase for an industry with tight profit margins. Worse, attacks against only a few large container ships would disrupt global supply chains. We are moving into a new age when the importance of the Middle East may be as significant in terms of transportation security as it is in terms of energy.

The Cipher Brief:  So, let’s put you on the spot. What is your outlook for prices in the coming months?

Roule: Let me give this my best shot. Absent a sudden economic downturn, widespread COVID lockdowns, or conflict in the Middle East, we should see a continuation of the upward price velocity seen over recent months. This trend should sustain prices in the mid $70s and even low $80s. Several factors make upward movement beyond that problematic. First, OPEC leaders would be reluctant to invite the inflationary (and thus political) pressures such a spike would entail.  The Saudis will continue to push for market stability which dominates their strategy.  Second, India – and possibly China – would draw upon their strategic reserves if prices moved that high. Finally, such a price would draw out producers in the U.S. and OPEC + who would not be able to pass on a chance for a spike in revenue.


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Covid-battered global supply chains are being threatened by organized criminals, including drug cartels and con artists posing as legit suppliers, a new study has found, warning that the situation is set to get worse.

The international supply chain woes amid the Covid-19 pandemic are highlighted in a new annual report, released this week by the British Standards Institution (BSI).

The document, titled the ‘Supply Chain Risk Insights Report’, highlights Covid’s impact on supply chains, with the experts also warning that organized crime has increasingly preyed on this crucial area during the pandemic. On multiple instances, criminals were posing as legitimate logistics providers, stealing goods during shipment.

“I’m seeing a significant number of false suppliers acting as genuine potential suppliers in supply chain logistics provision – warehousing distribution, distribution centres, transportation companies – and actually, they are criminal groups trying to infiltrate the logistics supply chain,” said David Fairnie, BSI’s principal consultant in supply chain security. He urged producers to “continuously monitor” the supply chain and to not immediately trust new logistics providers – especially those contacted only remotely.

So, arguably today more than ever, you do need to know your suppliers. So far in 2021, BSI has noted this issue of fake carriers in an increasing number of countries in both the Americas and Europe.

Criminals have apparently been trying to steal goods in various ways, with phony truck drivers loading up items and taking off with them, while conmen “posing as legitimate employees” have reportedly been observed lurking around delivery destinations to steal cargo.

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At the same time, the report found that trade in illicit goods has also been on the rise lately, with the illegal drug industry in particular appearing to flourish. While the supply chain for drug cartels, which require large amounts of assorted chemicals to produce narcotics, was disrupted due to the pandemic lockdowns and border closures impacted trafficking routes, organized crime quickly overcame these problems, the BSI noted.

“Drug cartels around the world did not miss a beat,” Chris Tomas, BSI lead intelligence analyst, said.

While many cartels shifted their production towards synthetic drugs, namely amphetamine, amid the pandemic, the apparent “lack of eradication of coca crops in Latin American countries” also remains an issue, the BSI said. The flow of cocaine has grown over the past year and is expected to increase even further, the organization warned.

“The numbers and quantities of cocaine seizures in Europe increased steadily in 2020 and 2021 and are expected to continue to rise in 2022,” the report reads.

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