Wall Street Journal (10.26.07)

 

 

                               U.S. Turns Up the Heat on Iran.

 

                             Sanctions Against Banks, Military Unit Carry Risks; Impact on Foreign Firms?

 

                                                                                                      By JAY SOLOMON and GLENN R. SIMPSON

WASHINGTON -- By imposing a broad set of financial restrictions on Iran, the Bush administration has set out to break down Tehran's elite military units and isolate its merchant class, all with an eye toward inducing change in the country.

The administration also appears to hope that, by striking such a tough stance, it will prod or even alarm allies into following suit in isolating Tehran.

But the moves, combined with heightened rhetoric against Tehran for its nuclear program and alleged support of terrorism, are raising concerns at home and abroad that the administration is laying the groundwork for military action. That has the potential to backfire by pulling apart the fragile coalition of countries working to cobble together international sanctions.

The White House's hawkish stance contributed to further roiling in the global oil markets yesterday, with crude oil spiking to a record close of $90.46 a barrel.

Iran condemned the U.S. moves, saying they would bring further instability to the Middle East. "The hostile policies of America ... are against international regulations and have no value," Foreign Ministry spokesman Mohammad Ali Hosseini said in Iran's state-owned media.

Yesterday's announcement by the State Department and Treasury specifically targeted Iran's elite military unit, the Iranian Revolutionary Guard Corps, as well as key state-owned banks, companies and officials that U.S. officials charge with supporting terrorist and proliferation activities. The sanctions are the stiffest since 1979, when Iranian militants seized the U.S. Embassy in Tehran and held its staff hostage for more than a year. They also mark the first time the U.S. has directly imposed sanctions against the armed forces of a sovereign nation.

U.S. officials said they expect the measures will force European, Asian and Middle Eastern nations to curb business ties with Iran, fearing possible U.S. penalties.

Only American companies are directly affected by the sanctions. Any assets found in the U.S. belonging to the designated groups must be frozen. Americans are also forbidden to do business with the designated organizations.

But foreign companies could also potentially be blacklisted if they are found to be aiding Iranian activists. The U.S. has the world's largest economy and the most influential banking system, and much of the world's business is done in dollars.

Firms aiding Iran's oil-and-gas sector are seen as particularly exposed, as companies controlled by the Revolutionary Guards, such as the engineering firm Khatam ol-Anbia, now dominate the energy sector. Asian and European firms investing in Iran's gas fields and oil pipelines include France's Total SA, Spain's Repsol YPF SA, Royal Dutch Shell PLC and South Korea's Hyundai Group.

"The sanctions are a shot across the bow of the entire energy sector," said one U.S. official who worked on the sanctions.

Other Western companies working in Iran -- such as France's auto companies, PSA Peugeot-Citroën and Renault SA, and Sweden's telecommunications giant, Telefon AB L.M. Ericsson -- also could be vulnerable because of their involvement in sectors controlled by the Revolutionary Guards, said Western diplomats.

Administration officials expressed optimism that the actions could work to freeze Tehran out of the global financial system, as foreign businesses fear being tarnished by their association with Iranian entities.

"As awareness of Iran's deceptive behavior has grown, many banks around the world have decided as a matter of prudence and integrity that Iran's business is simply not worth the risk," Treasury Secretary Henry Paulson said. "It is plain and simple: Reputable institutions do not want to be the bankers for this dangerous regime."

Washington's strategy, however, faces numerous obstacles, said diplomats and businessmen, and has raised fears internationally about possible military action. Many European, Asian and Arab states have indicated an unwillingness to risk their business and diplomatic ties with Iran at a time when its energy assets are in increasing demand. A number of diplomats also said Washington's aggressive action risked ripping apart the countries working for a third round of international sanctions against Iran through the United Nations. Russia and China, which hold veto power at the U.N. Security Council, are allies or business partners of Iran and have resisted the drive for new U.N. sanctions.

"I think running around like a lunatic -- with a razor and waving a red banner -- isn't the best way to solve this kind of problem," Russian President Vladimir Putin said in response to the announcement. Questioned by reporters in Portugal, where he is attending a summit of Russian and European Union leaders, he added that sanctions "worsen the situation, leading it to a dead end."

Key Gulf states are also voicing wariness about challenging an Iran that is increasingly aggressive and cash-rich. The United Arab Emirates' city of Dubai serves as Iran's principal overseas financial center, according to businessmen and diplomats. And the six member states of the Gulf Cooperation Council (GCC) recently started negotiations on a free-trade agreement with Iran, even as these countries have taken some steps to crack down on military sales to Iran and Syria, said U.S. officials.

"We cannot ignore the importance of Iran in terms of the GCC economy," Abdulla bin Ahmed al Saleh, the United Arab Emirates' undersecretary for economics, said in a recent interview, before the sanctions were announced. "We have a long history of trade relations with them."

The U.S. sanctions announced yesterday hit Iran's Revolutionary Guard Corps along with eight affiliated companies and five Guard officials and the Guard's elite Quds Force unit. The Revolutionary Guard Corps and its officials were designated as proliferators of sophisticated ballistic-missile technology, while the Quds Force was accused of backing the Taliban in Afghanistan and other terrorist groups. Also targeted are Iran's defense-ministry logistics unit, three officials in its ballistic-missile program and state-run banks.

State-owned banks Bank Melli and Bank Mellat were named as facilitators for Tehran's weapons programs, while Bank Saderat was designated as a supporter of global terrorist groups for its activities in Afghanistan, Iraq and the Middle East. The Treasury Department also accuses Bank Melli, which has branches all over the world, of covertly conducting transactions for the previously blacklisted Bank Sepah, a major cog in the country's weapons programs.

Stuart Levey, the U.S. Treasury's undersecretary for terrorism and financial intelligence, alleged that Bank Melli engaged in deceptive practices, such as removing Bank Sepah's name from wire-transfer records. He also said that Bank Melli delivered more than $100 million to the Quds Force between 2002 and 2006.

Bank Melli officials in the United Kingdom weren't available for comment yesterday. Bank Saderat officials have denied wrongdoing in prior statements responding to U.S. allegations. Their offices were closed for the day at the time of the latest allegations, as were those of Bank Mellat.

The new designations could prove particularly troublesome for Iranian businesses because of their role in facilitating trade after the other big state-run banks were sanctioned by the U.S. and most banks in Western Europe either curtailed ties or cut them off altogether.

The latest moves "will make it much more difficult for [Iranian businesses] to engage in international commerce financed by their state-owned banks," Mr. Levey said.

The sanctions come amid a general hardening of the White House's stance on Iran. This week, Ambassador David Satterfield, the State Department's top Iraq adviser, told reporters that U.S. officials had "no question in our minds whatsoever" that "the most senior levels of the Iranian government" were actively involved in the funneling of advanced Iranian weaponry to Iraq.

But administration critics, pointing to past intelligence failures on Iraq, say administration hawks may be distorting the evidence in an attempt to make the case for a military attack on Iran. The military has presented confiscated weapons that it claims were manufactured in Iran, but neither the administration nor the military has ever presented conclusive evidence of Iranian government involvement in any weapons shipments. Iran has long denied funneling any of its armaments into Iraq.