Last week, just before the Charlie Hebdo attack, ISIS sent a
suicide team across the border into Saudi Arabia. Here's what happened.
The attack was successful.
The team found and killed the Saudi general (Oudah al-Belawi) in
charge of the country's nothern border zone at the outpost he was
visiting (here's a pic of the state funeral for some of the men killed
in the attack).
The target was significant. General Oudah
al-Belawi was in charge of the multi-billion dollar Saudi effort to
secure the northern border against ISIS. Not only has Saudi Arabia sent
30,000 additional troops to guard the northern border, it's building a
highly automated 600-mi security wall to protect itself (lots of robots
and sensors). Here's a great graphic of the monstrosity from the Telegraph. My take: What a waste of time and effort.
It demoralized the Saudi military. This attack deeply undermines the morale of Saudi troops on the border. If ISIS can kill a top general...
Saudi Arabia on the edge
Here why this attack is signficant.
It tells us that ISIS is starting to focus on Saudi Arabia -->
with good reason. The reason is that there's simply no other way to
unite the various groups under the ISIS banner. ISIS, like all open
source movements, needs to keep moving in order to stay alive (like a
shark). Right now, ISIS has stalled. A jihad to retake the holy sites
from the corrupt regime in Riyadh can serve as a simple plausible
promise that can reignite the open source war ISIS started, on a global
scale.
The Saudis are vulnerable. The attackers knew exactly when the
general was going to be at the outpost. This tells us that the Saudi
military is rife with ISIS sympathisers and/or active members. If so,
the Saudi military may melt away when facing jihadis (or switch sides)
in the same way 30,000 Iraqi troops did early last year a couple of
hundred miles to the north.
It explains the timing of Charlie Hebdo. Not only was it an attack
that has gained ISIS favor with millions of Saudis (given how racist and
anti-islamic the magazine's cartoons were), it was also (and more
importantly) a distraction. It has successfully distracted the
collective west, by pulling them into another "war on terrorism." This attack is something I call a Red Queen's trap, since it results in damage to both the contestants in the struggle.
What does this mean for Saudi Arabia?
Saudi Arabia knows it is in trouble, that's why the Saudis are trying
to buy influence in the west through a cheap oil policy (at the same
time, a low price puts the hurt on US frackers and ISIS oil smugglers
alike). However, ISIS trumped this effort with Charlie Hebdo. It will
be difficult for the Saudis to convince the west they are the real
target after the attack in Paris. Here's what this means:
We're likely to see ISIS make a big push into Saudi Arabia this
spring. This push may result in some very, very rapid gains by ISIS as
Saudi troops melt away and/or join ISIS. The big question? If ISIS
does gain a foothold: do the Saudi's accept foreign troops/airpower at
the cost of their legitimacy, or do they go down fighting solo?
The oil price dip we're currently experiencing will rapidly reverse
as soon as it's clear that ISIS is gearing up a real jihad to retake
Mecca and Medina. $150 a barrel or more by the end of the year, once
this gets going (or much more as it puts all of the gulf aristos in full
panic mode simultaneously).
The rapid swing in oil price will plunge the perpetually stagnant
western economies into a simultaneous rout. However, as bad as that
will be, it will of little consequence compared to the damage the global
financial system will do to us as hundreds of trillions of dollars in
explosive financial derivatives topple the ziggurat of western debt
we've so foolishly built.