The United States released a new National Intelligence Estimate (NIE) on Dec. 3. It said, “We judge with high confidence that in the fall of 2003, Tehran halted its nuclear weapons program.” It went on to say, “Tehran’s decision to halt its nuclear weapons program suggests it is less determined to develop nuclear weapons than we have been judging since 2005.” It further said, “Our assessment that Iran halted the program in 2003 primarily in response to international pressure indicates Tehran’s decisions are guided by a cost-benefit approach rather than a rush to a weapon irrespective of the political, economic and military costs.”

With this announcement, the dynamics of the Middle Eastern region, Iraq and U.S.-Iranian relations shift dramatically. For one thing, the probability of a unilateral strike against Iranian nuclear targets is gone. Since there is no Iranian nuclear weapons program, there is no rationale for a strike. Moreover, if Iran is not engaged in weapons production, then a broader air campaign designed to destabilize the Iranian regime has no foundation either.

The NIE release represents a transformation of U.S. policy toward Iran. The Bush administration made Iran’s nuclear weapons program the main reason for its attempt to create an international coalition against Iran, on the premise that a nuclear-armed Iran was unacceptable. If there is no Iranian nuclear program, then what is the rationale for the coalition? Moreover, what is the logic of resisting Iran’s efforts in Iraq, rather than cooperating?

In looking at the report, a number of obvious questions come up. First, how did the intelligence community reach the wrong conclusion in the spring of 2005, when it last released an NIE on Iran, and what changed by 2007? Also, why did the United States reach the wrong conclusions on Iran three years after its program was halted? There are two possible answers. One is intelligence failure and the other is political redefinition. Both must be explored.

Let’s begin with intelligence failure. Intelligence is not an easy task. Knowing what is going on inside of a building is harder than it might seem. Regardless of all the technical capabilities — from imagery in all spectra to sensing radiation leakage at a distance — huge uncertainties always remain. Failing to get a positive reading does not mean the facility is not up and running. It might just have been obscured, or the technical means to discover it are insufficient. The default setting in technical intelligence is that, while things can be ruled in, they cannot simply be ruled out by lack of evidence.

You need to go into the building. Indeed, you need to go into many buildings, look around, see what is happening and report back. Getting into highly secure buildings may be easy in the movies. It is not easy in real life. Getting someone into the building who knows what he is seeing is even harder. Getting him out alive to report back, and then repeating the process in other buildings, is even harder. It can be done — though not easily or repeatedly.

Recruiting someone who works in the building is an option, but at the end of the day you have to rely on his word as to what he saw. That too, is a risk. He might well be a double agent who is inventing information to make money, or he could just be wrong. There is an endless number of ways that recruiting on-site sources can lead you to the wrong conclusion.

Source-based intelligence would appear to be the only way to go. Obviously, it is better to glean information from someone who knows what is going on, rather than to guess. But the problem with source-based intelligence is that, when all is said and done, you can still be just as confused — or more confused — than you were at the beginning. You could wind up with a mass of intelligence that can be read either way. It is altogether possible to have so many sources, human and technical, that you have no idea what the truth is. That is when an intelligence organization is most subject to political pressure. When the intelligence could go either way, politics can tilt the system. We do not know what caused the NIE to change its analysis. It could be the result of new, definitive intelligence, or existing intelligence could have been reread from a new political standpoint.

Consider the politics. The assumption was that Iran wanted to develop nuclear weapons — though its motivations for wanting to do so were never clear to us. First, the Iranians had to assume that, well before they had an operational system, the United States or Israel would destroy it. In other words, it would be a huge effort for little profit. Second, assume that it developed one or two weapons and attacked Israel, for example. Israel might well have been destroyed, but Iran would probably be devastated by an Israeli or U.S. counterstrike. What would be the point?

For Iran to be developing nuclear weapons, it would have to have been prepared to take extraordinary risks. A madman theory, centered around the behavior of President Mahmoud Ahmadinejad, was essential. But as the NIE points out, Iran was “guided by a cost-benefit approach.” In simple terms, the Iranians weren’t nuts. That is why they didn’t build a nuclear program.

That is not to say Iran did not benefit from having the world believe it was building nuclear weapons. The United States is obsessed with nuclear weapons in the hands of states it regards as irrational. By appearing to be irrational and developing nuclear weapons, the Iranians created a valuable asset to use in negotiating with the Americans. The notion of a nuclear weapon in Iranian hands appeared so threatening that the United States might well negotiate away other things — particularly in Iraq — in exchange for a halt of the program. Or so the Iranians hoped. Therefore, while they halted development on their weapons program, they were not eager to let the Americans relax. They swung back and forth between asserting their right to operate the program and denying they had one. Moreover, they pushed hard for a civilian power program, which theoretically worried the world less. It drove the Americans up a wall — precisely where the Iranians wanted them.

As we have argued, the central issue for Iran is not nuclear weapons. It is the future of Iraq. The Iran-Iraq war of 1980-1988 was the defining moment in modern Iranian history. It not only devastated Iran, but also weakened the revolution internally. Above all, Tehran never wants to face another Iraqi regime that has the means and motivation to wage war against Iran. That means the Iranians cannot tolerate a Sunni-dominated government that is heavily armed and backed by the United States. Nor, for that matter, does Tehran completely trust Iraq’s fractured Shiite bloc with Iran’s national security. Iran wants to play a critical role in defining the nature, policies and capabilities of the Iraqi regime.

The recent U.S. successes in Iraq, however limited and transitory they might be, may have caused the Iranians to rethink their view on dealing with the Americans on Iraq. The Americans, regardless of progress, cannot easily suppress all of the Shiite militias. The Iranians cannot impose a regime on Iraq, though they can destabilize the process. A successful outcome requires a degree of cooperation — and recent indications suggest that Iran is prepared to provide that cooperation.

That puts the United States in an incredibly difficult position. On the one hand, it needs Iran for the endgame in Iraq. On the other, negotiating with Iran while it is developing nuclear weapons runs counter to fundamental U.S. policies and the coalition it was trying to construct. As long as Iran was building nuclear weapons, working with Iran on Iraq was impossible.

The NIE solves a geopolitical problem for the United States. Washington cannot impose a unilateral settlement on Iraq, nor can it sustain forever the level of military commitment it has made to Iraq. There are other fires starting to burn around the world. At the same time, Washington cannot work with Tehran while it is building nuclear weapons. Hence, the NIE: While Iran does have a nuclear power program, it is not building nuclear weapons.

Perhaps there was a spectacular and definitive intelligence breakthrough that demonstrated categorically that the prior assessments were wrong. Proving a negative is tough, and getting a definitive piece of intelligence is hard. Certainly, no matter how definitive the latest intelligence might have been, a lot of people want Iran to be building a nuclear weapon, so the debate over the meaning of this intelligence would have roared throughout the intelligence community and the White House. Keeping such debate this quiet and orderly is not Washington’s style.

Perhaps the Iranians are ready to deal, and so decided to open up their facility for the Americans to see. Still, regardless of what the Iranians opened up, some would have argued that the United States was given a tour only of what the Iranians wanted them to see. There is a mention in the report that any Iranian program would be covert rather than overt, and that might reflect such concerns. However, all serious nuclear programs are always covert until they succeed. Nothing is more vulnerable than an incomplete nuclear program.

We are struck by the suddenness of the NIE report. Explosive new intelligence would have been more hotly contested. We suspect two things. First, the intelligence on the Iranian nuclear program consisted of a great number of pieces, many of which were inherently ambiguous and could be interpreted in multiple ways. Second, the weight of evidence for there being an Iranian nuclear program was shaded by the political proclivities of the administration, which saw the threat of a U.S. strike as intimidating Iran, and the weapons program discussion as justifying it. Third, the change in political requirements on both sides made a new assessment useful. This last has certainly been the case in all things Middle Eastern these past few days on issues ranging from the Palestinians to Syria to U.S. forces in Iraq — so why should this issue be any different?

If this thesis is correct, then we should start seeing some movement on Iraq between the United States and Iran. Certainly the major blocker from the U.S. side has been removed and the success of U.S. policies of late should motivate the Iranians. In any case, the entire framework for U.S.-Iranian relations would appear to have shifted, and with it the structure of geopolitical relations throughout the region.

Intelligence is rarely as important as when it is proven wrong.

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