AP photo.This article was first published on the Stratfor website.

It is not at all clear what will happen in the Egyptian revolution. It is not a surprise that this is happening. Hosni Mubarak has been president for more than a quarter of a century, ever since the assassination of Anwar Sadat. He is old and has been ill. No one expected him to live much longer, and his apparent plan,
which was that he would be replaced by his son, Gamal, was not going to
happen even though it was a possibility a year ago. There was no one,
save his closest business associates, who wanted to see Mubarak’s
succession plans happen. As his father weakened, Gamal’s succession
became even less likely. Mubarak’s failure to design a credible succession plan
guaranteed instability on his death. Since everyone knew that there
would be instability on his death, there were obviously those who saw
little advantage to acting before he died. Who these people were and
what they wanted is the issue.

Let’s begin by considering the regime. In 1952, Col. Gamal Abdel
Nasser staged a military coup that displaced the Egyptian monarchy,
civilian officers in the military, and British influence in Egypt.
Nasser created a government based on military power as the major
stabilizing and progressive force in Egypt. His revolution was secular
and socialist. In short, it was a statist regime dominated by the
military. On Nasser’s death, Anwar Sadat replaced him. On Sadat’s
assassination, Hosni Mubarak replaced him. Both of these men came from
the military as Nasser did. However their foreign policy might have
differed from Nasser’s, the regime remained intact.

Mubarak’s Opponents

The demands for Mubarak’s resignation
come from many quarters, including from members of the regime —
particularly the military — who regard Mubarak’s unwillingness to permit
them to dictate the succession as endangering the regime. For some of
them, the demonstrations represent both a threat and opportunity.
Obviously, the demonstrations might get out of hand and destroy the
regime. On the other hand, the demonstrations might be enough to force
Mubarak to resign, allow a replacement — for example, Omar Suleiman, the head of intelligence who Mubarak recently appointed vice president
— and thereby save the regime. This is not to say that they fomented
the demonstrations, but some must have seen the demonstrations as an

This is particularly the case in the sense that the demonstrators are
deeply divided among themselves and thus far do not appear to have been
able to generate the type of mass movement that toppled the Shah of
Iran’s regime in 1979. More important, the demonstrators are clearly
united in opposing Mubarak as an individual, and to a large extent
united in opposing the regime. Beyond that, there is a deep divide in
the opposition.

Western media has read the uprising as a demand for Western-style
liberal democracy. Many certainly are demanding that. What is not clear
is that this is moving Egypt’s peasants, workers and merchant class to
rise en masse. Their interests have far more to do with the state of the
Egyptian economy than with the principles of liberal democracy. As in
Iran in 2009, the democratic revolution, if focused on democrats, cannot
triumph unless it generates broader support.

The other element in this uprising is the Muslim Brotherhood.
The consensus of most observers is that the Muslim Brotherhood at this
point is no longer a radical movement and is too weak to influence the
revolution. This may be possible, but it is not obvious. The Muslim Brotherhood has many strands,
many of which have been quiet under Mubarak’s repression. It is not
clear who will emerge if Mubarak falls. It is certainly not clear that
they are weaker than the democratic demonstrators. It is a mistake to
confuse the Muslim Brotherhood’s caution with weakness. Another way to
look at them is that they have bided their time and toned down their
real views, waiting for the kind of moment provided by Mubarak’s
succession. I would suspect that the Muslim Brotherhood has more
potential influence among the Egyptian masses than the Western-oriented
demonstrators or Mohamed ElBaradei, the former head of the International
Atomic Energy Agency, who is emerging as their leader.

There is, of course, the usual discussion of what U.S. President
Barack Obama’s view is, or what the Europeans think, or what the
Iranians are up to. All of them undoubtedly have thoughts and even
plans. In my view, trying to shape the political dynamics of a country
like Egypt from Iran or the United States is futile, and believing that
what is happening in Egypt is the result of their conspiracies is
nonsense. A lot of people care what is happening
there, and a lot of people are saying all sorts of things and even
spending money on spies and Twitter. Egypt’s regime can be influenced in
this way, but a revolution really doesn’t depend on what the European
Union or Tehran says.

There are four outcomes possible. First, the regime might survive.
Mubarak might stabilize the situation, or more likely, another senior
military official would replace him after a decent interval. Another
possibility under the scenario of the regime’s survival is that there
may be a coup of the colonels, as we discussed yesterday.
A second possibility is that the demonstrators might force elections in
which ElBaradei or someone like him could be elected and Egypt might
overthrow the statist model built by Nasser and proceed on the path of
democracy. The third possibility is that the demonstrators force
elections, which the Muslim Brotherhood could win and move forward with
an Islamist-oriented agenda. The fourth possibility is that Egypt will
sink into political chaos. The most likely path to this would be
elections that result in political gridlock in which a viable candidate
cannot be elected. If I were forced to choose, I would bet on the regime
stabilizing itself and Mubarak leaving because of the relative weakness
and division of the demonstrators. But that’s a guess and not a

Geopolitical Significance

Whatever happens matters a great deal to Egyptians. But only some of
these outcomes are significant to the world. Among radical Islamists,
the prospect of a radicalized Egypt represents a new lease on life. For
Iran, such an outcome would be less pleasing. Iran is now the emerging
center of radical Islamism; it would not welcome competition from Egypt,
though it may be content with an Islamist Egypt that acts as an Iranian
ally (something that would not be easy to ensure).

For the United States, an Islamist Egypt would be a strategic
catastrophe. Egypt is the center of gravity in the Arab world. This
would not only change the dynamic of the Arab world, it would reverse
U.S. strategy since the end of the 1973 Arab-Israeli war. Sadat’s
decision to reverse his alliance with the Soviets and form an alliance
with the United States undermined the Soviet position in the
Mediterranean and in the Arab world and strengthened the United States
immeasurably. The support of Egyptian intelligence after 9/11 was
critical in blocking and undermining al Qaeda. Were Egypt to stop that
cooperation or become hostile, the U.S. strategy would be severely

The great loser would be Israel. Israel’s national security has
rested on its treaty with Egypt, signed by Menachem Begin with much
criticism by the Israeli right. The demilitarization of the Sinai
Peninsula not only protected Israel’s southern front, it meant that the
survival of Israel was no longer at stake. Israel fought three wars
(1948, 1967 and 1973) where its very existence was at issue. The threat
was always from Egypt, and without Egypt in the mix, no coalition of
powers could threaten Israel (excluding the now-distant possibility of
Iranian nuclear weapons). In all of the wars Israel fought after its
treaty with Egypt (the 1982 and 2006 wars in Lebanon) Israeli interests,
but not survival, were at stake.

If Egypt were to abrogate the Camp David Accords and over time
reconstruct its military into an effective force, the existential threat
to Israel that existed before the treaty was signed would re-emerge.
This would not happen quickly, but Israel would have to deal with two
realities. The first is that the Israeli military
is not nearly large enough or strong enough to occupy and control
Egypt. The second is that the development of Egypt’s military would
impose substantial costs on Israel and limit its room for maneuver.

There is thus a scenario that would potentially strengthen the
radical Islamists while putting the United States, Israel, and
potentially even Iran at a disadvantage, all for different reasons. That
scenario emerges only if two things happen. First, the Muslim
Brotherhood must become a dominant political force in Egypt. Second,
they must turn out to be more radical than most observers currently
believe they are — or they must, with power, evolve into something more

If the advocates for democracy win, and if they elect someone like
ElBaradei, it is unlikely that this scenario would take place. The
pro-Western democratic faction is primarily concerned with domestic
issues, are themselves secular and would not want to return to the
wartime state prior to Camp David, because that would simply strengthen
the military. If they win power, the geopolitical arrangements would
remain unchanged.

Similarly, the geopolitical arrangements would remain in place if the
military regime retained power — save for one scenario. If it was
decided that the regime’s unpopularity could be mitigated by assuming a
more anti-Western and anti-Israeli policy — in other words, if the
regime decided to play the Islamist card, the situation could evolve as a
Muslim Brotherhood government would. Indeed, as hard as it is to
imagine, there could be an alliance with the Muslim Brotherhood designed
to stabilize the regime. Stranger things have happened.

When we look at the political dynamic of Egypt, and try to imagine
its connection to the international system, we can see that there are
several scenarios under which certain political outcomes would have
profound effects on the way the world works. That should not be
surprising. When Egypt was a pro-Soviet Nasserite state, the world was a
very different place than it had been before Nasser. When Sadat changed
his foreign policy the world changed with it. If Sadat’s foreign policy
changes, the world changes again. Egypt is one of those countries whose internal politics matter to more than its own citizens.

Most of the outcomes I envision leave Egypt pretty much where it is.
But not all. The situation is, as they say, in doubt, and the outcome is
not trivial.

George Friedman is chief executive officer of Stratfor, the world’s leading online publisher of geopolitical intelligence. He is a widely recognized international affairs expert and author of numerous...