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Writing Middle East politics
A field in transit
Larbi Sadiki
The Middle East (regardless of what geographical elasticity is applied) seems to be devoid of the rules of engagement in a region which, even parsimoniously, give the modicum of a system. That is, a multi-centred network with rules that inform inter-state behaviour. Externally, the state-system is under stress and duress, fragmenting in many parts, or functioning with seemingly compromised sovereignty. Questions arise about whether colonialism, as European powers traded off Middle Eastern lands and their natural resources (Fitzgerald 1994) has really ended for âindependentâ Middle Eastern states. Have they become subject to re-colonization by other means, as exemplified in the 2003 US invasion of Iraq (Gregory 2004)? More quietly, military bases dot several Arab states as foreign fleets surround the regionâs waters, all part of a creeping, unabashed militarism justifying American âempire,â framed, since 2001, by the War on Terror1 (Johnson 2004). Egypt has at least temporarily ceased to be an Arab centre. Other states, too, have receded in projecting influence or exuding a sense of a sub-system (Algeria, Iraq, and Syria). Palestine is increasingly looking more and more like a dream. Internally, within many states, rules about who governs, âwho gets what, when and howâ (Lasswell 1936), accrue neither under monarchy nor electoral democracy. Parallel networks of wealthy states and politicians in the Gulf, for example, have refigured the codes by which we can read the political game. The only locally-driven game changer since independence has been the region-wide hirak, the ruly (e.g. peaceful protests) and unruly (e.g. militias) popular mobilization through which the political margin strikes back against the authoritarian âcentre,â eliciting elite counter-strikes and adaptations, from Rabat to Manama (Sadiki 2016). For all this, scholarship of Middle East politics must furnish the tools through which to grasp the big changes in the Middle East, so that its publics and observers alike can learn of the divisions, the military bases, and the role of wealth in political brokerage. Do the trading off of Jerusalem and the Syrian miasma signal the tightening grip of populism (Inglehart and Norris 2016) on international politics, or simply states run mad? It is at this juncture that extant scholarship has yet to convincingly address the trade-offs between, for instance, big power plays and dependency in the Middle East. How, for example, might petrodollar recycling proceed at the expense of democracy? Is it better to be politically unequal but well-off economically (Gulf), or is it better to be free but poor (Tunisia)?
The study of Middle East politics: knowledge mapping
One tough assignment regards the standing of the study of the Middle East, in any discipline. What constitutes its main foundations and the links between them is not always readily understood. After all, this is a field whose founding and foundations are not merely intellectual or scientific. It was incubated within a matrix of power, political (Mitchell 2002; Lockman 2016) and capitalist (Ford Foundation 1999)2. From the outset, at least three separate agendas (identities) have interlocked, but also clashed, in the construction of the study of the Middle East. First, a political agenda having to do with the rise of the US as a new hegemon in global politics (Wedeen 2016). Second, a capitalist agenda whereby the various arms of the new hegemon (multinationals) have played their own hand in framing the rise of area studies as fields. Last, the academic agenda, which to an extent predates the other two but whose pursuit of science through systematic research may have destined it to juggle its own aims of neutral and responsible knowledge with those of power and the market.
The study of Middle East politics has thus been contentious. It has defied fixity and perhaps even coherence. Scholarship on Middle East politics, as this brief review highlights, expands or restricts its scope of study depending on the varying contexts of imperial or neo-colonial interests, and ideological projects from modernization to democratization to counter-terrorism. For Edward Said, Western discourse constructing a fictional Orient is a form of domination. East/West binaries both justified and enabled European, and then American, imperial domination; through the knowledge-power dyad, Orientalism sustains the âpositional superiorityâ of West over East (1978, p. 7).
Halliday acknowledges some Saidian critiques of âOrientalism,â but seeks to disabuse social scientists of the notion that the Muslim world is unique. Dictatorship, tribalism, weak democracy, exclusion of minorities, and fundamentalism are not particularities of Muslim societies (1993, p. 156). Halliday stresses the importance of examining the discourse of the dominated (Orientals, Muslims), especially what he calls âhypostatisation from belowâ that essentializes all things âIslamic,â vilifying all things Western (1993, p. 161). Bryan Turner (1994) attests to Saidian deconstruction while exploring alternatives. The East/West dichotomy must be recognized, he argues, as an antiquated imperialist construction. He warns of privileging indigenous accounts; these must be scrutinized, the temptation of Occidentalism thus resisted (Turner 1994, pp. 100â104).
Yet the âregional narcissismâ Halliday shuns (2005, p. 49) is not independent of Occidental narcissism (academic paradigms, assumptions, methods,) that moulds the Middle East (ME) and is moulded by it. It restricts the study of the ME to key inquiries framed in Western academe and chancelleries of power. Epistemic stress is on themes that seem to define the Middle East through problems. Such pathologies are thus reconstructed as powerful signifiers by which the Middle East is defined and by which its elites define their region. It behooves us to ask the extent to which the âMiddle Eastâ remains âperceived as being immensely relevant and yet antipathetically troubled, and problematic,â (Said 1981, p. x). An impressive thematic roster of Middle Eastern ailments has accumulated over the decades. It spans weak states and/or societies, despotic cultures, resilient authoritarians, persistent patriarchy, religious radicalism, and terrorism. An accompanying interest in non-Western deviance also has a long pedigree in political science, as in Almondâs curiosity about âthe âuncouthâ and exotic systemsâ of the non-Western world (Almond 1960, p. 10). Normatively linking research to democratic preservation, Harold Lasswell exhorted social scientists to âpromptly gather data about primitive forms of social organization,â not to be outpaced by a âworld where primitive societies are melting awayâ (1941, p. 456).
Perhaps the Janus-faced field of Middle East politics vacillates between Saidâs Orientalism and rebuttals against it. Needed is more than a periodically updated Orientalist critique of its questions, methods, conclusions, and silences. Knowledge-making of Middle Eastern politics has followed the itinerary of disciplinary social science. Western theories (modernization, âthird waveâ democratization), paradigms (statism, secularization), and epistemologies (positivism) have been repeatedly âtestedâ against Middle East politicsâoften regardless of their suitability.3 One great paradox is that while Western analytical frameworks have been transposed onto the study of the Middle East, the same West âquarantinesâ itself from the regionâs problems. A desire for modernity is stymied by inexcusable ambivalence and a âreject[ion of] the label âmade in U.S.A.â â (Lerner 1958, p. 45). Intra-regional economic disparities, lagging political development, the spewing of âmilitantâ ideologies, and subsequent violence are lubricated by newfound oil wealth across the Arab world (Ibrahim 1982, p. 3). Unearned oil income flows in largely from Western oil consumers to Gulf coffers: external rent. Yet a lopsided ârentier mentalityâ with its âbreak in the work-reward causationâ (Beblawi 1987, p. 385) is framed as almost an internal Arab problem. The coercive apparatus sustaining despotism is bolstered by Western powers motivated by ostensibly legitimate security concerns (Bellin 2004, pp. 148â149). And so on. This disjuncture between a deployment of a Western toolkit and a simultaneous distancing of Western responsibility from Arab âpathologiesâ is a common theme running through decades of scholarship.
Stuck in the state
Perhaps nowhere is the imprint of social science trends on the study of Middle East politics as apparent as in the âstatistâ paradigm. With very few exceptions (e.g. Mitchell 1969), attention to forces below the state is largely absent from formative studies of the region. A revitalized interest in the state as the framework for political science inquiry emerged from explorations of the US and other European democracies (Almond 1988). Yet it is almost as if through the adoption of the state as primary analytic lens, the Middle East region has arrived in social science research. Lisa Anderson (1987) explicitly seeks to bring the Middle East into the fold of disciplinary political science precisely through spotlighting the state, its bureaucracies, extraction and distribution mechanisms, and militaries. Hermassi, who ârejec[ts] the surrogate paradigmâ of modernization theory in his exploration of nation and state-building in the Arab Maghreb (1972, p. 4). In the same vein, Anderson (1987, pp. 5â7) recognizes that the Middle Eastâs specific history, where top-down state-building was spurred by international intervention or the threat thereof in postures of âdefensive modernization,â has shaped the pathways of state formation in ways different from the European experience. This includes lingering tribal loyalties and dependency on external powers.4
Yet even critiques of the neo-statist paradigm seem to accept it as a universal category of analysis, pressingly relevant from France to Saudi Arabia (Mitchell 1991b). Sometimes Middle Eastern states are treated in Third World comparative fashion. Migdal (1988) designates Egypt a âweak stateâ where peasant strongmen hindered Nasserâs attempts at âsocial control.â Here Migdalâs focus on âstrongmenâ effectively reduces society to networks of patronage. (What forces and factors of Egyptian society are left out in such simplistic attempts at identifying causal inference?) While more theoretically sophisticated, Ayubiâs account (1995) reinforces this statist bent of Middle East scholarship. He explores the paradoxical weakness of a corporatist âover-statedâ Arab state, ineffective in its extractive, allocative, ideological, and âhegemonicâ capacities despite a marked expansion of bureaucracies and budgets. The Arab state is fierce rather than strong, âfrequently resorting to raw coercion in order to preserve itself,â incapable of ideologically underwriting its own legitimacy (Ayubi 1995, p. 3). The power of Arab states has thus been exaggerated by many observers, writes Ayubiâbut not, it seems, the analytic salience of the state as such.
The Middle Eastern state seems everywhere in scholarship, even sprawling histories (Owen 2004). It is rendered almost omnipotent in its deficiencies. Judged against the European-North American standard, the post-colonial âquasi-stateâ (Jackson 1991) remains less than incomplete. It lacks sovereignty and capacity, and a cohesive national identity. Always looking upward, the singular statist perspective has precluded other objects of study. When behaviouralists could not locate political parties and elections worth studying in the Middle East, they turned instead to elites (Zartman 1980, p. 7). The field has generally overlooked popular mobilizationâeven where it has existed (Abdalla 1985). Resultant analytical blind spots can leave experts playing catch-up. Charles Trippâs (2000) authoritative statist history of Iraq, for instance, did not seem to foresee the floundering and destruction of the country as the US invaded a few years later. A statist focus on formal structures may too easily see stability where conflict simmers in informal political spaces.5
Searching for democracy
Similarly, an interest in Arab (non)democratization mirrored social science trends, such as Huntingtonâs The Third Wave (1991). A comparative politics field now almost defined by the study of democratization once again welcomed the Middle East. Some writers tested the Latin American âtransitologyâ framework in the region (Salame 1994). Yet broadly speaking, conclusions appeared to reinforce Sharabiâs âneopatrimonialismâ (1988) as a defining feature of Arab polities. This body of scholarship was at odds with the new public opinion studies that demonstrated consistent Arab support for democracy (Gao and Tessler 2005).6 The so-called durability of authoritarianism was variously explained, from âcompetitive clientelismâ (Lust 2009) to âauthoritarian upgradingâ (Heydemann 2007). For some, an absence of autonomous social forces that could create pressure from below existed in the Middle East: save âanti-systemic, Islamist militantsâ: there was no democratic hope (Albrecht and Schlumberger 2004, p. 386). Possible Arab democratization, in this view, should be conceived of as a âfailure of authoritarianism,â thus far skillfully avoided by Arab autocratsâapparently the default status. (Is this not a repackaging of Gellnerâs proposition that in traditional, tribalist Islam, âGovernment by the people of the people and for the people is poppycockâ [1981, p. 30]?)
Such analyses of democratization thus dovetail with the tradition-modernity binary, long another organizing paradigm of scholarship on Middle East politics. Ernest Gellner investigates the staying power of Islam, modernityâs âvictimâ and not its âpro-genitorâ alone âretain[ing] its pre-industrial faith in the modern worldâ (1981, p. 4). The âsegmentary societyâ of tribal Islam whereby cohesiveness, violent praxis, and religious authority are entangled, is contrasted with the more statist and stable Otto...