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Pan-Islamic merged mega thread

They were unable to reach agreement on destroying Israel it is unlikely that they will reach agreement on attacking further west.  As well, the Saudi royal family enjoys too many trips to Europe to risk.
 
I don't think it is safe to predict any certainties in that region with those players for the future.  As Thomas Ricks said in the ending minutes of Losing Iraq, "...I keep on thinking in terms of a Shakespearean tragedy. And I think we’re probably only in Act 4 right now. Act 5, you know, the bloody conclusion of Hamlet or Macbeth, still has not happened".

Pulling out the coalition and letting the region get 'sorted out' by the neighboring states, nations, etc may not be in the global communities best interest.


 
Eye In The Sky said:
I don't think it is safe to predict any certainties in that region with those players for the future.  As Thomas Ricks said in the ending minutes of Losing Iraq, "...I keep on thinking in terms of a Shakespearean tragedy. And I think we’re probably only in Act 4 right now. Act 5, you know, the bloody conclusion of Hamlet or Macbeth, still has not happened".

Pulling out the coalition and letting the region get 'sorted out' by the neighboring states, nations, etc may not be in the global communities best interest.

While you are most certainly right, *we* seem unable to muster the willpower or resources to do anything practical other than "let them sort it out". I suppose letting Russia get sucked into the mess and have the three competing hegemonic powers (Saudi Arabia, Turkey and Iran) take turns playing "whack a mole" against various insurgent groups, the Russians and each other (maybe the Chinese can be induced to come and play as well) at least gives us an opportunity to sit back and let others expend their blood and treasure, giving us the somewhat easier task of coming in at the end to clean up the mess.
 
Another attempt by the UN to not be seen as irrelevant:

Source: Vice News
The UN Security Council Is Trying to Cut Off the Islamic State's Funding — Again

By Samuel Oakford
December 18, 2015 | 7:10 am

The United Nations Security Council on Thursday unanimously approved a resolution aimed at further pinching the financial resources available to the Islamic State (IS), and cajoled governments to stand up to their existing obligations to target terrorist financing.

The afternoon session was chaired by US Treasury Secretary Jacob Lew, who was joined by finance ministers from most other members — a Council first. In a rare display of unity, the resolution was jointly drafted by Russian and American diplomats, who tabled the lengthy 28-page text earlier this week. IS, everyone agreed, needs to be put out of business.

Reflecting on the shifting power rankings of global terror outfits, the council decided to change the name of a sanctions committee that for more than a decade bore only the terrorist organization al Qaeda's name. It will now be known instead as the "ISIL (Da'esh) and al-Qaida Sanctions List," leading with two alternative names of IS, which is also widely known as ISIS.

The resolution includes binding language requiring countries to implement asset freezes, travel bans, and arms embargoes on anyone listed under the renamed sanctions regime. But in a sign of how difficult it is to translate such votes into results, the text also expressed "concern about the lack of implementation" of three similar resolutions dating to 1999, and noted that many countries failed to sufficiently report on what measures they had taken to comply with them.

"This resolution is a critical step, but the real test will be determined by actions we each take after adoption," said Lew. "We need meaningful implementation, coordination, and enforcement from each country represented here, and many others."

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The Pakistanis...who would readily supply the Saudis with nukes to face Iran, as mentioned in another thread

Diplomat

Understanding Pakistan’s Role in the Saudi-Led Anti-Terror Coalition

Islamabad is reportedly part of the new alliance. What might that mean?

Akhi 18
By Akhilesh Pillalamarri
December 19, 2015

According to recent reports, Pakistan is now part of a Saudi Arabia-led Islamic military alliance of 34 countries fighting terrorism in the Muslim world. Foreign Office spokesman Qazi Khalilullah confirmed this on Thursday, December 17, telling reporters, “Yes, we’re part of it.” Saudi Arabia announced the anti-terror alliance on Tuesday.

This news comes after initial confusion regarding the purpose and extent of this alliance, including in Pakistan itself. On Wednesday, just one day before Pakistan declared it was part of the Saudi alliance, its officials said otherwise, declaring that they had not been consulted by anyone in Saudi Arabia. Aizaz Chaudhry, Pakistan’s foreign secretary, told reporters on December 16 that he had asked his ambassador in Riyadh to discover how the “error” was made. By the next day however, these two diverging narratives were reconciled, with Khalilullah denying that Pakistan was “surprised” about its inclusion in the alliance, and insisting that Chaudhry had earlier “only said that Pakistan was ‘ascertaining details’ about the announcement.”

One possible explanation is that Pakistan genuinely did not know it was part of the Saudi-led alliance but changed its position to save face and shore up its ties with Saudi Arabia. The two countries are close, and it would seriously undermine the alliance in its infancy if Pakistan did not sign up. Additionally, Pakistan and Saudi Arabia both confirmed that they had been exchanging ideas on how to deal with terrorism prior to the announcement. It is also possible that the delay in Pakistan’s confirmation of membership was a function of internal debates in that country about joining the alliance, with the military establishment being more in favor than the civilian government, despite Prime Minister Nawaz Sharif’s close ties with Saudi Arabia. It is in fact quite possible that the confusion was due to the fact that the military took the decision to cooperate with Saudi Arabia without consulting with Pakistan’s civilian government. Pakistan’s military has never really ceded control over the country’s foreign and defense policies to the civilian government.

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While this is an article about American oil production, the real lesson here is that American producers can react quickly to market signals, and will probably keep the downward pressure on oil prices, much to the detriment of ISIS, Syria, Iran and Saudi Arabia (not to mention a big F.U. to the Russians). So long as the contestants are burring through resources faster than they can raise cash, the amount of mischief they can do to the West:

http://www.the-american-interest.com/2015/12/26/fracklog-grows-as-producers-await-price-rebound/

Fracklog Grows as Producers Await Price Rebound

These are grim days for oil producers. Europe’s oil benchmark is below $38 per barrel, a far cry from the $115 high water mark it set in June of last year. America’s benchmark is similarly depressed. For petrostates, the plunge that prices have taken over the past 18 months has pinched national budgets; in the private sector, oil companies are scrambling to find ways to stay profitable in the bearish market. Trimming capital expenditures is the most obvious way to try and get out of the red, but a number of U.S. shale firms are employing a more forward-looking tactic: drilling wells but not yet starting production, choosing instead to wait for prices to rebound before they get the crude flowing. The New York Times reports:

[Deferred completions]—known in the oil business as D.U.C.s (an acronym for drilled but uncomplete)—are a bet on higher oil prices than the current level of about $38 a barrel, which is about 60 percent lower than in summer 2014. They are viewed by oil executives as a way to hoard cash as service costs plummet and are a flexible lever to rapidly increase production whenever oil rises again. […]

But the incomplete wells are also another reason many analysts say a recovery in the oil price is nowhere in sight. Together the well backlog could produce as many as 500,000 barrels of oil a day, about the same amount of oil that Iran is expected to add to the glutted global market after it complies with the recent nuclear deal by the end of next year.

This “fracklog” has been growing all year long, and is in some way a product of one of the key features of shale drilling: the ability to rapidly increase or decrease production at wellheads. In contrast to more conventional oil projects which require larger capital outlays and investments, shale production requires relatively little infrastructure and time to get the crude flowing. Fracked wells also see output decline quite quickly, so the industry as a whole has been forced to become quick on its feet, capable of drilling and fracking the next well as soon as the current one is tapped.

Producers have found that, by drilling but not yet fracking shale formations, they can do all the heavy lifting on the front end and wait for prices to tick upwards before actually bringing the oil out of the ground. Thanks to sustained low crude prices, the American fracklog is quickly growing.

Looking ahead to next year, this array of unfracked wells, combined with the prospect of an oil output renaissance in sanctions-free Iran, promises to keep the global supply of crude well above demand. The world is swimming in oil, and as soon as prices inch back up, a new wave of American shale production will quickly come online and send prices back down again.
 
A look farther downrange. No a lot of attention seems to have been paid to the longer term goals of the players on the ground, which should be a big factor in determining what and how we in the West should be doing:

https://pjmedia.com/richardfernandez/2015/12/28/already-ending-or-just-getting-started

Already Ending or Just Getting Started?
BY RICHARD FERNANDEZ DECEMBER 27, 2015 CHAT 19 COMMENTS

Everybody's getting ready for the UN peace conference on Syria by preparing the political battlespace for advantage.  President Bashar al-Assad is turning the hideously ruined city of Homs into a political theme park showcasing the savage choices of the civil war by reconstructing the neighborhoods friendly to the regime while leaving the rest to pointedly rot.  The lesson, Assad hopes, is obvious.

The Russians, for their part, are busily rearranging the attendance list by killing off those whose presence Putin finds objectionable.  A few days ago, Moscow's aircraft killed "Zahran Allouch, the head of one of the most powerful Saudi-backed insurgent groups fighting against President Bashar Assad's government" in a precision strike.  The leader of Jaysh al Islam (“Army of Islam”) led one of the most powerful factions of the broad Salafi-jihadi coalition supported by Saudi Arabia.

Putin's airplanes were also busy blasting oil convoys allegedly selling ISIS' contraband in Turkey in a further effort to squeeze the Saudis even as the Kremlin was trying to split Erdogan off from the Gulf States.  The Turkish president, speaking to the Al Arabiya news agency, said he would not double-cross the West despite Russia's overtures.

it seems that the developments in Syria have affected the situation in Iraq. Syria, Iran, Iraq and Russia have formed a quartet alliance in Baghdad and asked Turkey to join, but I told President [Vladimir] Putin that I cannot sit alongside a president whose legitimacy is distrustful.
That was good of him especially since the Obama administration has been in secret contact with Assad for years according to the Wall Street Journal, in a failed attempt to persuade him to step down.

The Obama administration pursued secret communications with elements of Syria’s regime over several years in a failed attempt to limit violence and get President Bashar al-Assad to relinquish power, according to U.S. and Arab officials.
Early on, the U.S. looked for cracks in the regime it could exploit to encourage a military coup, but found few.

Obama may be in touch with Assad again since analysis of the UN peace conference draft resolution by National Interest shows that the parties in Geneva will principally argue over "President Assad’s future" a point some hope can be resolved through UN-supervised elections.

Some analysts counsel that, given the ferocity of the civil war, it would be unwise to bet on UN elections . Michael Knights in War on the Rocks argues the present civil war is just an undercard to the scheduled main event; that all the parties on the ground are warming up for the Big One leaving precious little interest for such Western concerns as "fighting ISIS" or worrying about humanitarian catastrophes.

The first priority of most actors is consolidating their control on the ground. The Kurds in Syria and Iraq are staking out their long-term territorial claims. Iranian-backed groups like Badr are carving out principalities in Iraqi areas like Diyala and Tuz Khurmatu. Abu Mahdi al-Muhadis, the most senior Iranian proxy in Iraq and a U.S.-designated terrorist involved in the deaths of U.S. and British troops, is seeking to quickly build the Popular Mobilization Units (PMU) into a new permanent institution akin to a ministry, complete with budgets and infrastructure, in order to stave off the risk of demobilization after the Islamic State is gone. His ambition is no less than to grow a new parallel army equivalent to and subservient to Iran’s Revolutionary Guard Corps, boosting Iran’s efforts to take over Iraq’s political and religious leadership. ...

Local actors’ preparations for the next war — or, likely, wars — helps explain the slow progress of the battle against the Islamic State so far. Iraqi Kurdish leaders are open about the coming clash with Shia militias and other Baghdad-backed forces along the disputed boundary with federal Iraq. The Baghdad Operations Command continues to hold around half of the offensive-capable Iraqi military units in reserve in the capital despite the declining risk of an Islamic State attack on Baghdad. Why? To offset the risk posed by the Shia militias. The Kurds in Syria are readying for a future war against Turkey to preserve their de facto statelet along the Turkish–Syrian border. All these actors will use the weapons provided or captured during today’s war against the Islamic State to fight tomorrow’s wars against each other. ...

On one side is the “Axis of Resistance” — actors like Iran, Lebanese Hezbollah and Iranian proxies in Iraq like Badr, Asaib Ahl al-Haq and Abu Mahdi al-Muhandis’ Kataib Hezbollah. Russia has seemingly bet on that camp. ... In the other corner is a less cohesive but strengthening alliance that comprises Saudi Arabia, Turkey, Qatar, and the UAE.

If Obama's diplomatic train stops in Geneva the rest are bound for points further on. As Iyad El-Baghdadi eloquently put it: "the story of the Arab Spring is far from over" having only just begun.  The "Arab ancien régime, of which the Arab Spring signaled a rejection" is unfinished. "The Arab Spring is more than a wave of political uprisings launched in 2011. It’s an intergenerational shift whereby a new generation of youth rejected regimes built by tyrants from a previous era."

Putin, according to the New York Times, is preparing for the long trip by re-arming.  The Daily Beast reports the Russian strongman is extending its alliances by "seducing" Iraq's Sunni tribes.  Even the radical Islamists are looking past Geneva.  Al-Qaeda in the Arabian Peninsula leader Qasim al Raymi argues a Syrian stalemate will prove that an Islamic State can only be built by first destroying America.

On Dec. 20, al Qaeda in the Arabian Peninsula (AQAP) released a video featuring the group’s top leader (or emir), Qasim al Raymi. Sitting in front of a marker board, al Raymi delivers a nearly 20-minute lecture on jihad and the importance of confronting America. He claims that the US is the primary obstacle standing in the way of the jihadists’ quest to build a truly Islamic state.

Al Raymi describes the US as the “primary” and “real” enemy, because it supposedly props up the jihadists’ adversaries around the globe. ...

The AQAP chief criticizes attempts to establish an Islamic nation “in the abode war,” before sharia law can be fully implemented. This is undoubtedly a critique of AQAP’s rivals in Abu Bakr al Baghdadi’s Islamic State, which claims to rule over a “caliphate” covering large portions of Iraq and Syria even as it fights multiple actors.... Therefore, al Raymi argues, both he and other jihadists are obligated to “eliminate this obstacle” and “direct” their weapons against America.

In other words the jihad is again preparing to shift its attack to the West.  The administration's preparations for the coming challenge consists of doubling down on its old approaches, a strategy charmingly characterized as strategic patience. A flurry of recent pieces in flagship media has laid out the talking points: trust in the president. Rick Klein in ABC News describes the strident, panicked tone of the president's critics. "An anxious nation enters a political year with security and economic fears and with loud, angry voices dominating.

It suggests a quieter year for a humbled president -- yet still an ambitious and active one, with a rare window for governing presenting itself through the outside noise. ... He’ll be playing more defense than offense, preserving ground gained in those early, heady days of 2009 and 2010. ...

“The president has some more tricks up his sleeve,” said Bill Burton, a former White House aide who was among the first campaign workers hired by Obama when he launched his bid for the presidency. ... “The longer Donald Trump is in the mix, the more the vast majority of Americans are yearning for an adult in the national conversation,” Burton said.

Fred Kaplan at Slate takes up the idea that the public must defer to its betters and eat its spinach.  He reports that the administration believes its soaring triumphs have gone unappreciated by those who can only see the short term. "The potential for peace, prosperity, and global improvement, arising from his diplomatic achievements, is considerable, even transformative; but the results aren’t yet in ... President Obama sees his current poor ratings in polls as stemming from a failure to communicate. Aides say that he plans to spend more time next year explaining his policies and describing what he has been doing both to defeat ISIS abroad and to stop acts of terrorism at home."

The narrative is that a better sales job will calm the doubting Thomases down. The pitch appears to be: "Why are ye fearful, O ye of little faith?"

Completing the picture of a president wronged were two articles: a Reuters article announcing that the president was praying for persecuted Christians at Christmas and a Washington Post article describing how the president patiently endured the calumnies of his detractors through the power of his "Christian faith".  "His faith had been central to his identity as a new kind of Democrat who would bring civility to the country’s political debates by appealing to Republicans through the shared language of their Judeo-Christian values."

Yet what the administration might call "faith" might to from another point of view be seen as unyielding pride.  Naseem Nicholas Taleb and Gregory Treverton, writing in Foreign Policy argue that inflexible rigidity is often not a sign of strength, but of a fragility. Citing the Arab Spring Taleb points out that the weakest systems were those which could not adapt.

Many pundits argued that Syria’s sturdy police state, which exercised tight control over the country’s people and economy, would survive the Arab Spring undisturbed. Compared with its neighbor Lebanon, Syria looked positively stable. ... But appearances were deceiving: today, Syria is in a shambles, with the regime fighting for its very survival, whereas Lebanon has withstood the influx of Syrian refugees and the other considerable pressures of the civil war next door. ...

Syria’s biggest vulnerability was that it had no recent record of recovering from turmoil. Countries that have survived past bouts of chaos tend to be vaccinated against future ones. Thus, the best indicator of a country’s future stability is not past stability but moderate volatility in the relatively recent past.

By this measure the Obama administration's dogged persistence is not the sanctum of adulthood it pretends to be, but the expression of brittleness. Taleb says that "simply put, fragility is aversion to disorder. Things that are fragile do not like variability, volatility, stress, chaos, and random events, which cause them to either gain little or suffer."

The Obama administration's penchant for actively doing nothing, what it calls "leading from behind" and doubling down suggests it is a one trick pony. Yet in fairness to the administration the five markers of fragility that Taleb enumerates apply even more closely to the other actors in the international drama.  Europe, China and Russia may be even more fragile than America.

The first marker of a fragile state is a concentrated decision-making system. ... The second soft spot is the absence of economic diversity. ... The third source of fragility is also economic in nature: being highly indebted and highly leveraged. ... The fourth source of fragility is a lack of political variability. Contrary to conventional wisdom, genuinely stable countries experience moderate political changes, continually switching governments and reversing their political orientations. ... The fifth marker of fragility takes the proposition that there is no stability without volatility a step further: it is the lack of a record of surviving big shocks. ...

When it comes to overall fragility, countries can vary from exhibiting no signs of fragility to being very fragile.

Saudi Arabia is an easy call: it is extremely dependent on oil, has no political variability, and is highly centralized. Its oil wealth and powerful government have papered over the splits between its ethnoreligious units, with the Shiite minority living where the oil is. For the same reason, Bahrain should be considered extremely fragile, mainly on account of its repressed Shiite majority.

Saudi Arabia's possible fragility may be one reason why Putin is tap-tap-tapping at the foundations of the kingdom. The outlook for 2016 suggests a world struggling to come to terms with a situation that has shifted under its feet, caught up in a crisis it will not recognize.  The forces unleashed during during the "heady days" of 2009 and 2010, far from coming under control are continuing to build their momentum.  The administration has really given up and is going through the motions of preserving a system that is gone.  It is like a dinosaur park supervisor hiding behind a pickup truck in the hope an escaped monster won't notice it. Maybe the monster will pass it by.  But then again, maybe not.
 
"The Force" wins out over fatwas...  [Xp

CBC
Muslims tell ISIS they'd rather see Star Wars than fight in Syria
[CBC]

CBC
December 28, 2015


(...SNIPPED)

Yet, many Muslims didn't quite see the point in joining ISIS. Instead, they responded with sarcasm, saying that they're simply too busy to head all the way down to the Middle East.

It was Boxing Day after all, and you can't miss those sales.


... or a nice meal with your family.

Others hadn't seen the new Star Wars film yet, and they definitely couldn't go and join ISIS before seeing that.

(...SNIPPED)
 
As stated in the Iran thread, there's a diplomatic furor occurring between the Saudis and Iranians after the execution of that Shia cleric in Saudi Arabia, and the storming of the Saudi Embassy in Tehran:

Meanwhile proxies of this Islamic schism continue their fight in Yemen, with the Bahraini allies of the Saudis losing an F16:

Aviationist

Amateur video shows Bahraini F-16 already in flames before hitting the ground
Jan 04 2016 -
By Dario Leone
The Royal Bahraini Air Force (RBAF) has lost one of its F-16s performing a mission to support the Saudi-led air offensive in Yemen.

The Bahrain Defence Force (BDF) General Command reported that am RBAF‘s F-16 jet went down in Jizan province, Saudi Arabia, on Dec. 30, 2015, while it was undertaking the national duty of defending the kingdom of Saudi Arabia (KSA)’s southern borders as part of the Saudi-led Arab Coalition’s “Operation Decisive Storm” and “Operation Restore Hope.”

The pilot safely ejected from the aircraft and investigations are underway to determine the cause of the incident.

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An interesting piece of Kurdish speculation.....

the head of the Middle East Center for Strategic and Legal Studies in Jeddah, Dr. Anwar Eshki – former adviser to the king, Salman bin Abdul Aziz- at the Council on Foreign Relations in Washington, DC on 8-June in 2015.

During his lecture entitled “Regional Challenges and Opportunities: The View from Saudi Arabia and Israel”, he said that the stability of the region requires many things such as”the achievement of peace between the Arabs and Israel, changing the political regime in Iran and establishing an Arab force in the region with the blessing of America and Europe, to protect the Gulf and Arab countries and preserve stability in the region… work to create a Greater Kurdistan by peaceful means because it would alleviate the Iranian, Turkish and Iraqi ambitions, which carves a third of each of these countries in favor of the Kurdistan, “.

According to Anwar Eshki’s statement, the formation of this alliance was planned afore, because this debate was on June 8, 2015, several months ago. It seems, as well, that Saudi Arabia has changed its foreign policy in the Middle East towards Israel, Iran and the Kurds. Nowadays, Saudi Arabia therefore, is considering the establishment of a Kurdish state in the interest of the Arab countries, especially the Gulf countries. Anwar Eshki argued that Iran’s agenda is to expand its influence in the Arab world; it has been recruiting Shiites in Iraq, Lebanon and Syria. As for Yemen, it has recruited the former Yemeni President Ali Abdullah Saleh and the Houthis to achieve this purpose. Therefore, the formation of this alliance is part of the preparations taken by Saudi Arabia to face Iran’s influence in the region, which threatens Saudi Arabia. In addition, Saudi Arabia leads already the Arab coalition in Yemen for the same purpose.

Thus, according to the new Saudi policy towards the Kurds, the establishment of a Kurdish state becomes a goal of the Islamic Alliance, led by Saudi Arabia. The recent invitation by King, Salman bin Abdulaziz to President Massoud Barzani, President of the Kurdistan Regional Government of Iraq to visit Saudi Arabia, and the hospitality that this latter received can only be translated or and interpreted into this new Saudi policy towards the Kurds in the Middle East.

So, if true the new Saudi policy calls for a Sunni Hegemony in the Middle East, regime change in Iran, accommodation with Israel  and sacrificing Turkish, Iranian and Iraqi land - all with Sunni troops fighting with the support of the US and the EU.

Interesting.

http://ekurd.net/saudi-islamic-alliance-kurdish-state-2015-12-27
 
The fallout from the Iran-Saudi rift continues:

Canadian Press

After Saudi-Iran cut, kingdom's allies start scaling down their ties to Iran as tensions soar
[The Canadian Press]

January 4, 2016

TEHRAN, Iran - Allies of Saudi Arabia followed the kingdom's lead and on Monday began scaling down their diplomatic ties to Iran in the wake of the ransacking of Saudi diplomatic missions in the Islamic Republic, violence that was sparked by the Saudis' execution of a prominent Shiite cleric.

The tiny island kingdom of Bahrain announced it would sever its ties completely from Iran, as Saudi Arabia did late on Sunday.

Within hours, the United Arab Emirates announced it would downgrade its own diplomatic ties to Tehran, bringing them down to the level of the charge d'affaires and would from now on focus entirely on the business relationships between the two countries.

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A look at some of the issue with Saudi Arabia. The Kingdom is quite brittle, and tensions between members of the Royal family may cause more trouble within the Kingdom and prevent them from taking effective action against external enemies (or give external enemies more traction):

http://nextbigfuture.com/2016/01/risks-of-more-saudi-arabia-and-iran.html

Risks of more Saudi Arabia and Iran conflicts and risks of a splintered Saudi Arabia

Saudi Arabia has become the focus of a lot of potential bad scenarios.

Hot and cold war conflicts with Iran could get worse.
Saudi Arabia could splinter.

Executions in Saudi Arabia was - Saudi Arabia saying, 'The gloves are off,'"

There is now no hope of diplomatic solution in Syria or Yemen.

Saudi Arabia put together a coalition to fight in Yemen.
Saudi Arabia has put together an anti-terrorism (aka anti Iran and anti-Syria) group

Saudi Arabia is the fifth of Eurasiagroup Top Ten 2016 Risks

The Saudi kingdom will face growing and destabilizing discord within the royal family this year, and will be increasingly isolated internationally. This will lead Saudi rulers to act more aggressively in their near-abroad and will further heighten instability in the Middle East.

The threat of intra-royal family strife is on the rise. A scenario of open conflict, unimaginable prior to King Salman’s January 2015 ascension, has now become realistic. The core problem is that Salman has moved boldly to empower his 30-year old son, Mohammed bin Salman, almost certainly in preparation to make him heir apparent, fueling frustration among competitors within the royal family. This rivalry is unlikely to lead to near-term Saudi collapse, but the credibility of this scenario—and the general trend of growing instability—in a nation critical to the global economy make it a top risk.

Salman’s radical reshaping of power within the family is happening in a Saudi Arabia grappling with $40 oil, negative demographics, and an undiversified economy. The era of power-sharing among a small number of brothers has been replaced with one in which a shrinking pie is divvied up among hundreds of cousins. The risk is that a group of princes could strike back by attempting to oust bin Salman from his position as deputy crown prince, or by publicly opposing the king. Political instability in a country that produces roughly 10.5% of global oil production would pose significant risk to every market participant.

Meanwhile, Saudi Arabia is more geopolitically isolated than at any other point in the last several decades. The announcement of a Sunni “Islamic military alliance” is mostly window dressing. Members of this diverse group don’t have the political will or mutual trust to develop a military arm to confront the Islamic State, and several of them, including Pakistan, apparently didn’t know they’d joined when the alliance was first announced. That aside, even the most deafening declaration of political collaboration can’t obscure the fact that Saudi Arabia is losing influence over its historic Sunni allies

Riyadh’s Egyptian and Pakistani partners dodged requests to support the kingdom’s military intervention in Yemen. Key Gulf Cooperation Council states (and ostensible Saudi allies) are hedging their positions in relation to an ever more influential Iran. OPEC is in shambles. Egypt has backed Moscow’s pro-Assad intervention in Syria, directly opposing the kingdom. Turkey hews to a position closer to Riyadh’s, but is also an increasingly infuriating competitor for leadership of the Sunni world. The Iran deal and US response to the Arab Spring leave Saudi leaders questioning the depth of America’s commitment to their security

The key source of Saudi anxiety is Iran. Iran’s supreme leader, Ayatollah Ali Khamenei, views escalating tensions against the Saudi kingdom as a particularly useful way to whip up political support at home. The threat will intensify because, soon to be free of sanctions, Iran’s economy will strengthen, and its government will have more money to spend in support of regional clients. And unlike Saudi Arabia’s, Tehran’s alliances are consolidating: Iraq is drawing closer, and it is likely Assad will be around a good while longer.

A more isolated Saudi Arabia will double down on protecting its interests, and will be sorely tempted to act upon the saying that offense is the best defense in 2016. Riyadh will continue to support anti-Assad rebels in Syria, and ramp up that aid, despite the opposition’s inability to effectively challenge the Syrian president. Even a shooting war with Iran is possible in extremis; the kingdom will push back wherever it views Tehran to be gaining an advantage. More generally, expect an isolated and domestically weaker kingdom to lash out in new ways.
 
Apparently the "obvious" isn't so obvious to certain US politicians, when the Saudi-led Sunni Muslim coalition see the Iranian-led Shia "heretics" as the greatest immediate threat, not ISIS.

Defense News

US Presidential Candidates Want a Sunni Arab Coalition to Fight ISIS. They Need a Reality Check.

America deems ISIS a major threat, but to Saudi Arabia and Gulf states the priority is Iran.


By Joe Gould

WASHINGTON — Several US presidential candidates from both parties share a bullet point in their plans to fight the Islamic State group while limiting American ground troops’ involvement: Build a coalition of Sunni Arab nations to help shoulder the effort.

Unfortunately, there is a wide gap between this attractive idea and the muddy reality of Middle Eastern politics.

Candidates differ on the number of US ground troops to send, if any, and the establishment of a US-patrolled no-fly zone in Syria, or whether the US should force out President Bashar al-Assad.

But Sunni Arab involvement in the fight — a key tenet of the Obama administration’s plan — has also been voiced by Hillary Clinton and Bernie Sanders on the Democratic side, and by Sens. Marco Rubio and Rand Paul on the Republican side. (Sen. Lindsey Graham, R-S.C., who quit the race Dec. 21, also voiced this view.)

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I'd actually say the Saudis and Gulf States view ISIS as a useful tool in order to apply pressure on Iran's proxies like Syria and Hezbollah fighters, and would not be in the least surprised to see ISIS mobilized to start making strikes directly against Iran proper (even now ISIS is fighting Iranian Quds force troops, and being attacked by Iranian air force jets, so the setup conditions are already there).
 
ISIS's intolerance for failure may actually thin their ranks as well:

Fox News

ISIS burns fighters alive for letting Ramadi fall

By Hollie McKay Published January 12, 2016 FoxNews.com

ISIS fighters who fled to the terror group’s Iraqi stronghold of Mosul after being defeated in Ramadi were burned alive in the town square, sources told FoxNews.com, in an unmistakable message to fighters who may soon be defending the northern city from government forces.

“They were grouped together and made to stand in a circle,” a former resident of northern Iraq now living in the U.S. but in touch with family back home told FoxNews.com. “And set on fire to die.”

Several Iraqi-Americans and recent refugees with close relatives in Mosul told of ISIS fighters fresh off defeat in Ramadi being shunned – and executed – for not fighting to the death in Ramadi.

Michael Pregent, a terrorism expert and former intelligence adviser to Gen. David Petraeus in Iraq, said such an act isn’t new for the callous terror group. A similar fate was meted out to fighters who lost Saddam’s hometown to Kurdish forces last year.

“There is no surprise on executing ISIS fighters from Ramadi,” he said. “They did the same to fighters after Tikrit.”

Plus, more on Pakistan's role in helping the Saudi-led Sunni coalition:

Defense News

Pakistan Would Defend Saudi Territory, But Not Join Coalition
By Awad Mustafa 2:17 p.m. EST January 12, 2016

DUBAI — Despite Pakistan's assertion that it will defend Saudi Arabia's territorial integrity militarily, it still may not provide any troops to the Saudi-announced Islamic counterterrorism military coalition.

During a visit to Pakistan on Sunday by Saudi Deputy Crown Prince and Defense Minister Prince Mohammed bin Salman, Pakistani Chief of Army Staff Gen. Raheel Sharif asserted that any threat to Saudi Arabia’s territorial integrity would be answered by a strong response.

“Pakistan holds its defense ties with the kingdom in highest esteem, reasserting that any threat to Saudi Arabia’s territorial integrity would evoke a strong response from Pakistan,” Raheel said.

(...SNIPPED)
 
The latest atrocity:

CNN

ISIS fighter executes own mother in Syria for 'apostasy,' rights groups say

By Hamdi Alkhshali and Ben Brumfield, CNN

Updated 11:59 AM ET, Fri January 8, 2016

(CNN)An ISIS fighter has executed his own mother before a public audience, an expat Syrian rights group said.

The 20-year-old killed his mother in the Syrian city of Raqqa, ISIS' de facto capital, as hundreds looked on near the post office where she worked, said the Syrian Observatory for Human Rights.

ISIS had accused her of apostasy after her son turned her in, the activists said. She allegedly had been "inciting her son to leave the Islamic State." She wanted to escape with him and told him "that the coalition will kill all members of the organization."

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Aside from today's terror attacks in Jakarta, Indonesia, mentioned in the another thread, ISIS is also gaining ground in Malaysia?

Source: Diplomat

How Serious is the Islamic State Threat in Malaysia?

A brief look at the bigger picture in the wake of recent incidents.


By Prashanth Parameswaran
January 14, 2016

In the opening weeks of 2016, Malaysia has been grappling with a series of reports suggesting that the threat from the Islamic State (IS) is rising.

As I reported for The Diplomat, on January 11 the New Straits Times disclosed that two Malaysian suicide bombers linked to IS had blown themselves up in Syria and Iraq in the last two weeks, killing more than 30 others (See: “Malaysian Islamic State Suicide Bombers Kill More Than 30 in Middle East”). Apart from the impact of the acts themselves, the incidents – confirmed by Defense Minister Hishammuddin Hussein Thursday – also suggested a troubling trend of a growing role for Malaysians within IS.

Meanwhile, within Malaysia, a 16-year old male dressed in an Islamic-State style outfit held a woman at knifepoint in the northern state of Kedah. While the individual was arrested by police, the incident highlighted the real risk of lone-wolf attacks in the country which Malaysian officials have continued to stress.

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