The Taliban is a guerrilla force, and it will not allow itself to be engaged directly. It will instead focus on hit-and-run attacks and internal consolidation in order to hold out against both the U.S. effort to crack the movement and any al Qaeda effort to hijack the Taliban for its own purposes. These internal Taliban concerns could well make the various negotiations involving the Taliban just as important as the military developments. 

In contrast, across the border in Pakistan, Islamabad is near a breakpoint both with Washington and the jihadists operating on Pakistani soil. Thus it is here, not Afghanistan, where the nature of the war will be shifting.  

The bulk of the al Qaeda leadership today is believed to be not in Afghanistan, but in Pakistan. Increased cross-border U.S. military activity — mostly drone strikes, but also special forces operations — will therefore be a defining characteristic of the conflict. Even a moderate increase will be very notable to the Pakistanis, among whom the U.S. efforts in Afghanistan (to say nothing of Pakistan) are already deeply unpopular.  

The United States’ increased military presence and increased proclivity to operate in Pakistan raise four concerns. First, Pakistan must find a means of containing the military fallout. U.S. actions will force Pakistan’s military to expand the scope of its counterinsurgency offensive, which will turn heretofore neutral militants against the Pakistani state. The consequence will be a sharp escalation in militant attacks across Pakistan, including deep into the Punjabi core. 

Second, Pakistan needs to find a way to manage U.S. expectations that does not rupture bilateral relations. Allowing or encouraging limited attacks on NATO supply lines running through Pakistan to Afghanistan is one option, as it sends Washington a message that too much pressure on Islamabad will lead to problems for the effort in Afghanistan. But this approach has its limits. Pakistan depends upon U.S. sponsorship and aid to maintain the balance of power with India. Therefore a better tool is to share intelligence on groups the Americans want to target. The trick is how to share that information in a way that will not set Pakistan on fire and that will not lead the Americans to demand such intelligence in ever-greater amounts. 

Third, an enlarged U.S. force in Afghanistan will require more shipments and hence more traffic on the supply lines running through the country. The Pakistani route can handle more, but the Americans need a means of pressuring Islamabad, and generating an even greater dependency on Pakistan runs counter to that effort. The only solution is greatly expanding the only supplemental route: the one that transverses the former Soviet Union, a region where nothing can happen without Russia’s approval. This means that in order to get leverage over Pakistan the United States must grant leverage to Moscow.  

Finally, there is a strong jihadist strategic intent to launch a major attack against India in order to trigger a conflict between India and Pakistan. Such an attack would redirect Pakistani troops from battling these jihadists in Pakistan’s west toward the Indian border in the east. Since the November 2008 Mumbai attack, India and the United States have garnered better intelligence on groups with such goals, making success less likely, but that hardly makes such attacks impossible.

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